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• Recent Topics

• Enhance Zoho Flow's Jira Integration

  Hi, I hope you're doing well. We would like to request an enhancement to the Jira integration within Zoho Flow. Currently, Zoho Flow allows us to create and fetch users in Jira, but it lacks essential functionalities related to user management within

• Experience sharing - creating quick prototypes to align understanding

  Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires

• 🔍 How to effectively organize data in a CRM? – My approach and questions for you

  Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options

• Filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page

  Hi, How can I filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page? Part of what I was given below is setting up sub-reports, but the subform field prompted me to link a form, not a report.

• Service Module: Multiple time duration choices on service

  Hi. I just discovered the Service Module in Zoho CRM. While defining my first service, I noticed that I can't select multiple durations. My services have booking choices for 1-6 hours. Is there a way to select multiple durations that I'm missing?

• Change an existing email name

  Can you change the name of an existing email address I have under my account?

• Introducing 'Queries' In Zoho CRM

  Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

• Zoho Show Slide Decks Not Accessible

  Hi. Currently, my Zoho Show slide decks are not accessible. Please fix it. My Writer files are still accessible, so I'd think something Zoho Show-specific has happened. Thanks!

• How to Add Portal Users in Zoho Creator's Development Environment for Testing?

  Hello, I’m working on a Creator app with a customer portal and implementing filters based on the logged-in user (customer). To test these filter functions, I'd like to simulate or add customer portal users in the development environment/database. Is there

• Whatsapp integration update.

  Please, there is no way on WhatsApp integration to know if a message has been read, or has been managed by a member of the team. There should be a way to add contextual info or something please.

• Introducing Formula Fields for performing dynamic calculations

  Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This

• Is it possible to DISABLE emailing invoices?

  My husband's not real computer-savy.  I've set up Zoho so that he can enter invoices for his customers, but I don't ever want him to accidentally send an invoice before he's reviewed it.  Up until recently, emailing an invoice would send it to me (I don't

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Syncing Fields Between Accounts AND Deals

  Please don't email me, I will check this thread for updates daily. I have a custom set of 10 fields (CFSET) in my account pages and deals pages. I want to fill them out on accounts pages per each, then when I make a new deal in an account, I want to copy

• Customer Statement Template

  Hi. how can i add order number "customer LPO number" in the customer statement. regards

• Unable to see clients/accounts from my CRM on Zoho Recruit.

  I am wanting to see my clients/accounts that are on my CRM within Zoho Recruit. CRM and Recruit seem to be integrated as I have access to all of the candidates, but there is no option to get my clients on there. I have activated the extension in marketplace

• need help to set up feeds to Zoho books with CRM Perks plugin

  Hi there, I need help setting up feeds with the CRM Perks plugin. It is supposed to send various feeds, like orders, payments, etc., from Woocommerce to Zoho Books. I have been trying so hard but seem to be too thick to get it done :-( For months, I worked

• Unable to add organization consultants and contractors in Zoho People

  Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?

• Zoho Books Bank Feed

  Good afternoon, Is it possible to change the bank feed provider on a bank account. I'm using Plaid but think that Yodlee would be better in terms of pulling transactions in a timely manner. Thank you.

• Setting default From address when replying to request

  At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

• Auto-Create OneDrive Folder Structure Upon Lead Creation

  Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

• Stock Count

  The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important

• Annoying Pop-Up Zoho Advertisements and Announcements Within Apps

  It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution

• Images uploaded onto text notes through the mobile app won't render

  When uploading am image onto a text note, exiting the note and going back in, the image is gone and shows an error icon in its place, and also won't display directly on other devices, including on the desktop version. Uploading the same image on the same

• Marking a Desk ticket as Unread after merge

  We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the

• Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

  So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

• Internal Support and Assigning Tickets

  I want to set up an Internal Desk Support system. Here is what I need... We need our internal "Support" staff to be the Ticket Owner We need to be able to identify who the "Account Manager" is on that client and get emails as part of the ticket. I'd like

• FAQs on Approval Process - Post your Questions

  Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Introducing Social Toolkit

  Hi everyone, We're thrilled to launch Social Toolkit, a one-stop dashboard to help take your social media presence to new levels by letting you create aesthetic profiles and share content that your audience will actually enjoy engaging with. Social Toolkit

• Requesting a file upload in Zoho Workplace not possible?

  I’m new to Zoho Workplace and am mostly liking it. However, it seems as though collecting/requesting documents is not available in the workplace version of WorkDrive. Am I missing something, or would I need to subscribe separately to another WorkDrive

• Poor Email Delivery

  Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domain

• No table view in "All departmens" mode

  Hello, I would like to have an overview of all tickets, so I have to switch to "all departments". But here I don't have the possibility to activate the table view. But this is mandatory, so that I can see certain fields without having to open each ticket

• Where to Map Candidate fields to Employee fields in Zoho People 5.0

  I can not find options anywhere on Zoho people 5.0 where I can choose how the data fields are mapped from the candidate form to the onboarding form

• Get Creator Form Record ID and Subform ID's

  Good Afternoon everyone. I have a Creator form with a on success workflow. I'm trying to get the form record ID and the subform record ID(s) but they keep coming up null. There is data in the subform I use it elsewhere. Can anyone help me pull the ID's.

• WhatsApp and Zoho Creator Integration

  How we have integrate WhatsApp App with Zoho Creator without using external application ?

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Can we create Sprint with tasks from Multiple projects?

  Hi Team, We were using Zoho Sprints for quite sometime. Currently we have started the process of Sprint method. We couldnt create the active sprint board with the tasks from multiple projects. I would like to know whether this is possible or Any timeline

• Ability to use Dynamic goals in Motivator

  Is there any way to create dynamic goals in Zoho Motivator? By "dynamic" I mean: not the same target every period, but varying from period to period. For example, in our organization, sales reps are supposed to target beating the same month's sales last

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

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