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• If Formula with Abs and Now included!

  Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent Achieved

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

• Format any date to match the user's locale settings with this Client Script

  A common problem in Zoho Client Script is a user's date format. On Create/Edit pages, Zoho will only accept a date if it matches the user's locale. Even if the date is in a correct format, or Zoho date format, user's can't save a record if the date format

• Whats the Time out Limit for API Calls from Deluge?

  Hi Creator Devs, We are making API calls to third party server via Deluge. Getting this error message: Error at line : 24, The task has been terminated since the API call is taking too long to respond. Please try again after sometime. Whats the default

• Kit Items Breaking Automations - "Provide mapped components for all kit items"

  This has been brought up in other threads, but I believe this issue warrants its own topic. Whenever a sales document (Estimate, Sales Order, Invoice) is created or manipulated programmatically, trying to include a Kit as an Item throws this error: "Provide

• Increase size of description editor when creating new ticket

  Please can you consider making the description editor in the create new ticket form a resizeable area as by default, it is very small and there appears to be no way to increase the size of it.

• Block incoming emails by shared mailbox

  Good morning, I will explain my problem to you At the moment I am making users open tickets only via email I would like users to send messages from their personal mailboxes and not from shared mailboxes I would also like if the ticket was generated by

• Add Support for Google reCAPTCHA v3 in Zoho Forms

  Hello Zoho Forms Team, We appreciate the security measures currently available in Zoho Forms, including Zoho CAPTCHA, Google reCAPTCHA v2 (checkbox), and reCAPTCHA v2 (Invisible). However, we would like to request the addition of support for Google reCAPTCHA

• Zoho Desk to Jira > Automatic Creation ?

  I've set up the integration for Jira and Zoho Desk, but when I create a test ticket as a customer nothing is sent to Jira automatically - is this correct ? I can manually link to Jira using the "More Actions", but I was expecting the issue to be created

• Unveiling Zoho CRM's New User Interface - The NextGen UI

  Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional

• Comparing 2 collections to make an action

  Salut, I have a customer form with a main phone number, and a secondary phone number. I have another form, a calendar, with a paste of the main phone number. I want to send a SMS to both phone numbers when the calendar event happen. I use the following

• Rich-text fields in Zoho CRM

  Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• How do you map a user picklist field to another user picklist field.

  In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

• Writing Checks to Employees for Reimbursable Expenses

  I couldn't find a way to write a check through books or expense to an employee for reimbursable expenses. The expense created an entry in the system with a debit (expense) credit (liability). I entered a bill and used the liability account so it would

• Flutter Plugin Compatibility Issue: Unresolved Reference to FlutterPluginRegistry in zohodesk_portal_apikit

  I am integrating the zohodesk_portal_apikit Flutter plugin (version 2.2.1) into my Flutter project, but I am encountering a build error related to an unresolved reference to FlutterPluginRegistry in the file ZDPBaseActivityAwarePlugin.kt. Below is the

• Automate Ticket Assignment to Contact or Account Owner Using Custom Action

  Teltroz Inc specializes in data science, data analytics, and big data technologies. Serving a wide range of customers from large to medium-sized businesses, security has been their top priority. The firm uses Zoho Desk to enhance their business operations,

• Zoho Payroll: Product Updates for India - May 2025

  This May, we are glad to unveil new capabilities in Zoho Payroll that simplify your payroll activities. Here's the list: Let Employees Choose Their Tax Deduction Method for One-Time Payments Calculate variable earnings based on percentage of CTC Carry

• how to remove email headers from Zoho Desk emails and replies from customers?

  I'm testing Zoho Desk at the moment ant noticed some very annoying with the emails that go back and forth, the email headers are always included on the conversation in the web interface and the customer also receives emails with these readers showing

• [Zoho Flow] Problem using "Send document for signing"

  Hi, I get the error "Zoho Writer says \"An Internal Server Error occurred while processing this request.\"" cant understand what exactly the problem is. Any ideas? Thank you KR, Victoria

• File Upload and Add via API

  I've been attempting to upload to via the Files api and I have been hitting the wall with actually getting the file to attach. What type is the API expecting ? Base64 Encoded ? When I do I get a 414 Error. I would appreciate your help as I am currently

• Is this a valid email from Zoho or a scam?

  Hi, I received an email advising me to update MX records for Zoho mail. Is it legitimate? Thanks, Nelson. Dear Admin, You may know that your domain (eg, yourcompany.com) has an MX record that points to an email server configured to process email for your domain. We have noticed that some of our customers have used Zoho IP address (instead of DNS server name) in their MX records to specify the mail server. This is NOT recommended practice. Vendors will sometimes change IP addresses for number of valid

• Unable to add estimate field to estimate template

  I have the field "SKU" as part of my service data. I can also see it as a column when displaying the list of services. However, I have no way to include it on my estimate template because the field is not showing as a column field to include for the service/part

• Add Pinned Tickets to top of queue

  As an IT Helpdesk, we have some tickets where they will need to be looked at daily over a week or 2, and the ability to pin a ticket to the front/top of the queue would be handy as we can be reminded to take a look, rather than placing them on hold and

• Holding Shift to keep selected tickets

  It is annoying trying to change the category of tickets and then closing them. You have to select them one by one, no way to 'hold down left click and drag your mouse down to select multiple'. Once you have selected them and you change the category, you

• CRM HAS BEEN SOOO SLOW For Days 05/15/25

  I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

• Including attachments with estimates

  How can attachments be included when an estimate is sent/emailed and when downloaded as a .pdf? Generally speaking, attachments should be included as part of an estimate package. Ultimately, this is also true for work orders and invoices.

• What’s New in Zoho Inventory | April 2025

  Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

• Formula Module how to convert to percentage

  Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual

• Same users on different accounts

  I have an issue I need help with. Whilst trialing ZOHO CRM I created the following: Account1 using myname@myorganisation.com.au and 2 personal emails Account2 using a personal email and 2 users sales1@myorganisation.com.au and sales2@myorganisation.com.au

• Error "The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required"

  Hi, I'm trying to send an email via the SMTP server using C# code but getting the following error: "The SMTP server requires a secure connection or the client was not authenticated. The server response was: 5.5.1 Authentication Required" I know the username and password are correct and I can login via the web interface an send email via this account no problems. Here is my code - can any body shed any light on why this would happen? Putting an invalid password gives the same error. I also have disabled

• Existing subform data is being changed when new subform entries are added

  I'm having trouble with existing subform data being changed when new subform entries are created. I have the following setup to track registrations for a girl scout troop: Main Form: Child Subform: Registrations The data are a one-to-many relationship where each Child record has many Registrations (new Registration will be created for each year the child is in the troop.) Per the instructions, I have created the subfom, added it to the main form, gone back to the subform and created the bi-directional

• How to get custom estimate field to display on existing or new services?

  I am using FSM. I recently added a new custom field to Service Details to help categorize my services. I can see the newly added field as a column on the service list view. However, when attempting to update an existing or create a new service, I don't

• How to add a contact ID to contacts I'm importing with migration

  New user, business owner here, not a data specialist. I'm attempting to migrate import data from my old CRM, Daylite, via a .csv file. I feel like I've mapped the columns in the .csv file, however when I click save and next, I get a message saying the

• FSM Job Sheets data to CRM

  Hello, is there anyway of getting the data collected in the job sheets into the CRM. We are collecting inspection data which we were using zoho forms for but the job sheets in fsm seem like a lot better way to collect it but we need to be able to get

• Footer in PDF template doesn't stay at the bottom of the page

  When setting up a PDF template there is an option for a header / footer. The header stays at the top of the page however the footer does not. It appears the footer actually serves no purpose as it seems to rise up to underneath the header (see image). Is there a way to lock the footer to the bottom of the page? Otherwise what is the point of it? Image demonstrating what I mean. https://ibb.co/cJY1xZ4

• Hiring Staff Accountant in San Diego with ZohoBooks Experience

  Hello, We are a San Diego, CA company looking for an experienced Staff accountant or controller that has ZohoBooks experience for a full-time position. Please reach out if interested. Best, Ben

• Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups

  Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's

• Third party apps for my mail

  Hello im new here and i have a very important issue. A third party company uses one of my emails to send invoices to our customers. My problem is that cannot connect to zoho mail server. my imap settings are corrent imappro.zoho.eu 993 smtppto.zoho.eu

• Deal Product reference

  Hello All, I'm trying to use Zoho Writer to dynamically create a statement of work document. Our statement of work is heavily dependent on what products are included in the deal. As such, I need to be able to add or remove sections of text depending on

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