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• Count the NUMBER of Contacts for an Account automatically

  Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

• Expanding profile stitching to SMS and WhatsApp

  Customers interact with brands across multiple touchpoints—emails, websites, social media, and messaging platforms. Without the right tools, these interactions remain fragmented, making it difficult to get a complete view of your audience. This is where

• Success message - Warning message

  We already have the "success message". The alert does not work in the report action; a "warning message" (with red color) would be ideal. Additionally, we should be able to set the duration which the message stays before it fades out, as it is currently

• How to Dynamicaly display image in the Detailed View Report ?

  I have an "Add Employee" form that includes an image field for uploading an employee's profile picture from their local computer. In the "Apply Leave" form, I also have an image field where I want the employee's profile picture to be auto-populated based

• Can't add company logo and favicon as a superadmin

  I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?

• Email Integration - Zoho CRM - OAuth and IMAP

  Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

• Based onthe multipick list value want to Show in the pick list field

  Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region

• How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?

  Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.

• Undelivered Mail Returned to Sender

  Hello I set up Zoho with the the correct MX and TXT records and outgoing mails are workingfine, where as all incoming mail is getting blocked with the error message 550 What is the way to fix this? I am at a point where I don't know that to do. Would

• Client Script: Any plans to add support for multi-select field with onChange

  Client Script is fantastic and the documentation lists multiselect form fields as unsupported. Just wondering if there are any plans to make this a supported field. https://www.zoho.com/crm/developer/docs/client-script/client-script-events.html 2. Field

• Perfomance Management - Zoho People

  Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

• Unable to Send Ticket Reply as a Contact in Zoho Desk?

  Hi Zoho Desk Team, I am trying to send a reply to a ticket on behalf of a contact using the Zoho Desk API. My goal is to have the contact's response reflected in the ticket conversation, but I am facing an issue where only the ticket author can comment.

• MA 2.0 Email Footer

  Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.

• Is it possible to hide self view in Zoho Meetings

  Hi - I want to hide my camera view when conducting meetings in Zoho Meetings.  Most of my meetings are one to one with clients & I prefer to focus on them them on the screen? I've searched and cant find any options for this? Thanks Ro

• Auto-sync field of lookup value

  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• Is there a notification API when a new note is addeding

  Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?

• Update Client Record based on creation of custom module record

  Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying

• Zoho Workdrive Fixed View or Sort Settings for External Links

  Hi , For the folder links we shared via an external link, it would be great if we could set the view and sort options that the external user will see when accessing the file through the link. Thanks to everyone.

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• Workflows for Timesheet

  Good day, Any way to have timesheet as triggers? I looked into Zoho Flow and into Zoho Project automation but no where can I have timesheet as a trigger. Basically, I would like to trigger something upon timesheet approval. Right now, the only way to

• Duplicate Contact Records in Zoho CRM

  Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights or

• Not receiving New Ticket Emails

  Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the

• Using Zoho One to manage two (or more) businesses

  We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).

• VOORRAADTELLING - Kom er met me verstand niet helemaal bij.....

  Beste Zoho One, Wij hebben mega veel producten van zoho maar dit begrijp ik werkelijk niet. Wij gebruiken voornamerlijk ZOHO FSM met ZOHO INVENTORY omdat wij in service en onderhoud zitten voor elketrische laadstations voor auto's Alle medewerkers van

• books+POS+ tap to pay+ stripe

  So in the UK we now have tap to pay with stripe. So we can use the stripe app as a POS terminal. Brilliant news. Can we hope that the Books App might add this feature ASAP. It would be great to have one system rather than using the not very good Square

• Mail Merge - unable to send more than 50 email

  Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

• Zoho Projects - Give Project access to developer (external)

  We have a client using Zoho Projects and would like to invite several external users and assign the Projects because the Project tasks are outsourced to other companies. What is the best way to give access to external Users and is there any limitations

• Instantly refine your CRM dashboard using Filters and download underlying data – all in a few clicks!

  Hello everyone, Imagine you’re a sales manager overseeing multiple product lines across different regions. You're viewing your sales dashboard in Zoho CRM, which gives a powerful overview, but you often need to drill down to see how a specific product

• Custom Related List anchor tag with tel protocol

  The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support

• Python - code studio

  Hi, I see the code studio is "coming soon". We have some files that will require some more complex transformation, is this feature far off? It appears to have been released in Zoho Analytics already

• This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details

  Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved.  Thank you

• Syncing with Google calendar, Tasks and Events

  Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning

• Filtert products by multi select custom field

  Hello, this is seems like a must addition, why it can not be done now?

• CRM quotes and sub forms.

  Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas

• Problem with WorkDrive and Vivo X200 Pro

  Hey there, after a long odyssey of searching for a new phone, several issues and defects with a phone from another brand and many reinstallations and transfers I stuck to the Vivo X200 Pro. So far, so great. Only thing not working is the Zoho WorkDrive,

• Zoho Sheets working offline

  Hi, I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this. Does someone have any ideas or steps I might have missed? Also does Zoho Sheets have the "Format as Tables" function as is currently

• Cambiar nombre de usuario

  Hola. Tengo una cuenta en zoho, por ejemplo Minombre @ midominio.es Y quiero cambiarlo a Miotronombre @ midominio.es Se puede cambiar??? Con la cuenta gratuita de zoho, cuantos nombres puedo tener en un dominio??? Gracias y buen dia

• Inquiry regarding B2B website through Zoho Commerce

  We are looking to build an online B2B customer portal for Consumer Goods primarily for order placement, with an e-commerce-style layout. Additionally, we would like to offer our customers features such as: 1.Viewing past orders and order updates 2.Accessing

• ASAP Chrome Extension not loading

  We have ASAP enabled in Zoho Desk. I installed the ASAP Chrome Extension (Windows 10), but when I click the extension button while on our site, it never fully loads. I just get what's shown below.

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