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• customize payment page

  Is there a way to customize, other than the theme colour, the payment page that customers are taken to from invoices? I can't seem to find a way. I just don't like the formatting of the current page and would like to make it look better. I've looked at

• Delay function execute

  I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

• Return "kit_quantity" when fetching Kit items via "List all the items" API call

  I have been appreciating the new Kits feature quite a bit, it is exactly what we were looking for in Zoho to solve many pain points. However, there is 1 problem I am running into and that is the fact there is no stock information that can be pulled for

• Mapping Issue

  since, Tickets are already mapped with the Requestors and when we map Requestors with Organization, then Tickets are not visible under that Organization. Kindly solve this issue.

• Automating Pricing in Zoho Inventory Based on Brandline Quantity

  I am currently setting up my Zoho Inventory system and would like to implement an automatic pricing feature for sales orders. We have created a custom field called "brandline" for our items. All products with the same brandline value should have the same

• Tags with Zapier

  Maybe I'm missing something....I hope so... Using tags for triggers is a key need.  This prevents us from having a ton of different lists. I am trying to find out how to add a tag using zapier when someone makes a purchase....but it doesn't seem to be

• Print & PDF Support for Composite items

  There needs to be a way to print a composite item showing all the components, qty & images.

• Build custom AI solutions with Catalyst’s QuickML capabilities in CRM

  Hello everyone, We’re thrilled to announce an improvement for our Zoho CRM Enterprise users: the ability to create custom AI solutions using Catalyst’s QuickML directly from Zoho CRM. As you may already know, Zia, Zoho CRM’s AI-powered assistant, offers

• Querying CloudSQL using NodeJS?

  How can I query CloudSQL over nodejs? Are there any rest apis from which I perform Select Queries in the data of a Workspace? In the v1 we had C#, Python, Java for CloudSQL Now I only see Java? I am confused about the overall API of Analytics, there any

• We cant create a custom function

• More context, fewer tabs: View lookup modules' data within a CRM Canvas page

  Hello everyone, How often do your users juggle multiple browser tabs just to piece together the full context of a record? This update can make their lives easier. You can now add lookup modules' fields to a Canvas detail view page and a Canvas list view

• Claude + MCP Server + Zoho CRM Integration – AI-Powered Sales Automation

  Hello Zoho Community 👋 I’m excited to share a recent integration we’ve worked on at OfficehubTech: ✅ Claude + MCP Server + Zoho CRM This integration connects Zoho CRM with Claude AI through our custom MCP Server, enabling intelligent AI-driven responses

• Live webinar: Power-up your business presentations with Show's add-ons

  We all spend a good amount of time building presentations for meetings, reports, and pitches. But even with good content, slides can sometimes feel basic or less engaging. That’s where having the right tools helps. With Zoho Show’s add-ons, you can embed

• Zoho Inventory Feature Roadmap Visible To All

  Hello, please consider making your feature roadmap visible to us users so that we know what to expect in future. This may appease current users who are seeking clarification on feature implementation dates, so that they can make an informed decision whether

• Data Template Amending

  Hi, is it possible to remove data templates once you have applied them in Workdrive? Also, once I have added a new field to a data template can I mass update multiple files who have already been allocated that template and amend just that one added

• Upcoming Changes to LinkedIn Parsing in Resume Extractor

  Starting 31 July 2025, the Zoho Recruit Resume Extractor will no longer support direct parsing of candidate data from LinkedIn profiles. Why Is This Change Needed? In accordance with LinkedIn’s platform policies, extracting profile data through browser

• Writer very buggy and glitchy after only a few minutes of use... oh my.

  I am finding Writer to be very buggy and glitchy while using it. I've tried it in Firefox, Chrome, Safari... all Mac. Complete words get deleted on backspace (probably a feature, but disconcerting and bad design, esp. if you just want to delete a couple

• Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

  Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing

• How can I use the API to add a drop-shipping address to a sales order for one-time use?

  I need to be able to add a drop-shipping address for one-time use to a sales order via the API. Adding every such address to the contact (customer), then feeding the shippingaddress_id into the sales order, is not an acceptable approach; we have some

• Mass Print Attachments from Selected Records in Custom Module

  Dear Zoho CRM Team, We’d like to request a feature enhancement regarding the handling of attachments. Use Case: We have a custom module that stores invoices uploaded by our affiliates. Currently, we need to open each record individually to print these

• how to integrate zoho bigin to wordpress website ?

  hello , i want to integrate zoho bigin to wordpress webiste , can anyone help me with the tutorial ?

• Surely it's time Inline editing from views

  I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

• Issue with POST request creating Calls in CRM

  Hello, I am in the middle of integrating some 3rd party Call center API with Zoho CRM and going through our logs I see some discrepencies. We sometimes get an error: {"data":[{"code":"INVALID_DATA","details":{"api_name":"Call_Duration","json_path":"$.data[0].Call_Duration"},"message":"Please

• Session "Ask Me Anything" Zoho France - Le 26 Juin 2025 14h à 17h (en Français

  Chers Utilisateurs, Vous cherchez à mieux comprendre Zoho CRM ou Zoho Desk ? Nos experts seront disponibles pour répondre à toutes vos questions lors de notre session Ask Me Anything. Rejoignez-nous ici pour en discuter en ligne. Pendant trois heures,

• only lastname as index(?) field in custom module

  Hello, I have a small problem. I have created a custom module. The data records are only labeled with the last names. Also in the lookup etc.... It's stupid if you have different first names with the same surname. Then I only ever see the surname. In

• Canvas View - Print

  What is the best way to accomplish a print to PDF of the canvas view?

• Sesión "Ask me anything" Zoho en Español - 26 de junio de 2025, de 14:00 a 17:00 (en español)

  ¡Hola Comunidad! ¿Quieres entender mejor Zoho CRM o Zoho Desk? Nuestros expertos estarán disponibles para responder a todas tus preguntas durante nuestra sesión "Ask me anything". Puedes comentar este artículo y durante tres horas, nuestro equipo estará

• How to read content out of File (Excel, Zoho Sheet, CSV) and iterate through rows

  Hello, I'd like to be able to iterate through all the rows in a CSV or Excel/Zoho Sheet file to perform actions on them. How is this possible in Flow? Thanks in advance! Best regards, Sven

• Import CSV file into Zoho CRM using Zoho Flow?

  Is there a way to automate the import of contacts from Zoho Flow to Zoho CRM? I have a csv file on a remote server that I would like to pull off and import/update on a schedule.  I know you can do it with Zapier but I would like to stay within the Zoho

• Domain Change from apkbark.com to apkbark.io – Do I Need to Setup Zoho Mail Again?

  I recently migrated my website from the old domain https://apkbark.com to the new domain https://apkbark.io. The Zoho Mail setup was previously configured and working perfectly on the old domain. Now I would like to know: Will my Zoho Mail setup automatically

• TDS Filing

  Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?

• In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote

  In the Blue Print Transition requirement received it will show 8 check field in pop up if they any one of this field then only move to next stage Ist quote Pls help how i fix this

• Sorry to inform you that currently we cannot access the subform fields through writer deluge (zoho.writer.mergeAndSend).

  This is the premium support answer from zoho. It means we cannot merge and send thru deluge related records (sub forms) items... Has anybody suffered from the same ordeal ? DO you have a workaround ? If not can you vote for this feature to be added to

• Quotes

  Has anyone figured out how to automatically upload a quote that was signed via Zoho Sign and insert it directly to that leads file and push it through the pipeline to proposal signed status?

• I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM

  I wan to schedule a meeting report From previous Thursday to this thursday of this week on Every 6 pm want to recive this report in zoho CRM. How I Can achive this in Zoho CRM.

• Importing a contact with a linked product

  Hi, I'm trying to import my contacts from an excel spreadsheet and each of those contacts have fields that relate to products. Is there a way that I can import the contact with their linked product? Some of the contacts in my spreadsheet have multiple

• CRM - Workflow Rules to be applied and work across modules

  Hello, It seems that you can't use workflow rules in CRM to work across modules, is this correct? I need a customer account status to be changed IF there have been no new deals or new quotes in the last 6 months. I can't see this is possible? I can create

• Auto assign account owner

  hi, i need to auto assign leads and accounts to an owner by rules. i have created all the territories i need, and all territories have their owner. but when i want to auto assign a new or an existing account to a user by the rules of territories, only

• How do I enter phone extensions?

  How do I add a phone extension correctly so that when I dial the main number it will pause and dial the extension of the contact I want to talk to Greg

• How do you make tabs and place certain leads in them?

  I am trying to figure out how to make a tab for my Florida contacts, California contacts and New York contacts. I make a new view named "Florida Leads" but when I click on it, ALL of my leads pop up in the same view... Is there a way to move leads into different categories? Thanks, Wayne

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