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• Recent Topics

• Custom Validation for On Duty

  Hi Team, We would like to have custom validation support for the On Duty form in the Attendance module. We need to apply some restrictions, such as: Limit the number of On Duty requests per month. Restrict On Duty requests on selected days. Allow employees

• Integrating FaceBook Ads into MarketingHub

  I would like to track the clicks from a FB Ad campaign into my website via marketinghub.  I cannot currently add a MH form directly to my FB page, as I receive an error telling me I need at least 2000 subscribers on FB to be allows to do that (yikes!) What is the best way to set up MH so I can track which FB are converting well?  I know I can reach the FB reports directly, but these do not track conversions from the MH forms on my website. Best regards, Joe

• Migration from GoDaddy to Zohomail

  Hi All, I am trying to migrate all the emails from Go Daddy to zohomail account using the migration tool. i tried with imap method, its not working. when i try it with pop method, then only the emails from the go daddy account inbox ( not other folders), is getting transferred, how can i transfer all the folders in the email account from go daddy to zoho. and also the emails which are coming from go daddy are like new unread emails ( is there any where i can differentiate from read and unread emails)

• How do I migrate from Office 365 to Zoho Mail?

  Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose

• How to Backup Zoho to PST?

  I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy

• Shopify connector – product cost ("Cost per item") not synced, so COGS/gross margin can't be calculated

  Hi Zoho Analytics team, I use the native Shopify connector in Zoho Analytics (cloud) to build reporting dashboards for Shopify stores. As far as I can tell, the connector does not sync product cost, so there's no way to calculate Cost of Goods Sold (COGS),

• Zoho Sprints - Q3 Updates for 2026

  Another quarter, another set of productive features. This time our focus was mainly to simplify in-app navigations and control all your work related activities within Zoho Sprints. We delivered 7 major features and 9 enhancements, which include Zoho Sprints

• Which Zoho CRM tasks would you want an AI assistant to handle?

  I’ve started delegating my Zoho CRM work to AI – and many tasks now take me half the time. It has been so useful that we’re now working to make it available to everyone. Instead of clicking through records and tabs, I simply describe what needs to be

• The Social Wall: August 2024

  Hi everyone, We're thrilled to bring you the latest updates, features, and improvements to help you get the most out of Zoho Social. Let's see what was new for us at Social in August. Post documents on LinkedIn You can now reach a lot more people and

• Free PST Password Recovery Tool

  Recoveryfix PST Password Recovery is a specialized standalone utility designed to instantly unlock encrypted Microsoft Outlook PST files . It provides an efficient way to recover, reset, or entirely remove passwords when access credentials are lost or

• How can I add a Custom Field (or Customer_name) to a picklist?

  Our workflow is Shopify-->SO -->Picklist-->Package-->Shipment. We would like to have the Picklist template to include a custom field "Customer_Notes" (we have created this field already). This way we get alerted when a customer has notes on their account.

• Cash Flow Statement : Direct Method

  I can not see how can I see the cash flow statement using direct method. AS 3 recommends two formats of cash flow statement. The indirect method is there on Zoho but there report in Direct method. How can I see that by Direct method.

• ZeptoMail is now Zoho CPaaS!

  ZeptoMail has a new name and it’s expanding beyond email. With ZeptoMail, our focus was simple : help developers and businesses with reliable transactional emails. At the time, email handled a big part of those customer moments. But transactional communication

• Button Display Conditions

  Hi Guys, Is it at all possible to have extra button conditions? Context: We have data in our deals module which has a custom button which converts the deal into contacts + set up relationships between them. At the end of the conversion we set a field

• Cannot login to Zoho Mail on Mobile App

  Hi, I am the super administrator for our company's email account. I just created 4 new email accounts, and my users have downloaded the zoho mail app. However they are unable to login to their email on the app. It kept saying "User does not exist". Please help! Thank you.

• Zoho Projects - Linking CRM Deals to Projects via API without sending customer contact email invitation to project portal

  We are using the Zoho CRM and Zoho Projects APIs to automatically create a project in Zoho Projects and then associate that project with the relevant Deal in Zoho CRM. The API process is working in that the project is created successfully and appears

• In ZOHO Books, it appears that there is a maximum of 200 Shipping addresses.

  I am using ZOHO Books and what you call a shipping address, we use as a Service address. I have a couple of customers that have Many Many service addresses, I am starting to get an error saying too many shipping addresses. Additionally, is there a way

• Notice to Zoho Community Members: Updated Zoho Community Guidelines

  Hello everyone, We have updated the Zoho Community Guidelines to keep the exchanges original, relevant, and meaningful. The major focus of this update is on AI use, and on sharing apps, extensions or other software in the community. This community works

• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• How to charge Convenience fee OR payment gateway charges to the end client who is paying the invoice?

  Hello, I am creating this topic after having discussions with various sets of users and have understood that with people moving more and more to digital payments, it is important for the client to enable the "Convenience fee" kind of scenario. I have

• Can't copy and paste from email in Zoho email client

  I don't know what happened, but I have lost the ability to cut and paste information from an email.

• Hide Inactive Social Sign-In Providers from Login Screen

  Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,

• How does Zoho handle the daylight savings time change in Alberta?

  Alberta has just made the decision to get rid of daylight savings. This means that as of November 1, 2026 we remain on UTC-6 year-round. We have timing errors in meetings scheduled after that For example, we scheduled meetings in late November at 9:00

• Shared Mailbox in iOS app

  Hi, On the desktop I am using a Shared mailbox for our company's general mailbox that somebody else should be able to view. In the iOS app however I can't find it? Old sources on the internet says this isn't possible but that can't be right? Somebody

• Issues with Zoho Insights and email template web links

  Is anyone else out there having the same issue we're experiencing? When we send out an email template, Zoho insights is converting the URLs from the URL we insert in to the template in to one of the form https://mailer1.zohoinsights.com/ocgeturl/2d6f.327230a?l=0ed7f050-5b31-11eb-a1a...

• UCP: Why We Killed the Multi-Portal Mess and Simplified Customer Self-Service

  Let's talk about the multi-portal mess nobody wants to admit that it exists. Your customer needs an invoice from one app, wants a ticket update from another, and has a project waiting in a third, each behind its own login, its own UI, its own "was it

• Object-level edit permissions

  Hi, we are currently running into a limitation with permissions inside larger workspaces. Our use case is a central Analytics workspace that contains many tables, Query Tables, reports and dashboards used by different teams. We would like to allow certain

• inventory removal at packing list or shipment.

  currently our system is set to remove inventory at invoice. This is creating an inventory nightmare? Is it possible to change the settings to remove the item from inventory at either the packing slip stage or shipping the item.

• Item description is not displayed

  I added the item description while importing the new item through the bulk item Excel sheet, and the import was completed successfully. However, I cannot see the description in the item details under Inventory. Could anyone please advise how to make the

• Shared inbox unable to see replies

  Hi we are a small company me and someone else, we have a shared inbox for our sale@ and contact@ however we have this issue where by if i reply to an email or the other person reply to the email, it does not show it to them and therefore we end up replying

• Record Payment - Auto Populate Amount as payments are selected

  When recording payments you have the option of clicking on "Pay in Full" next to the bill which automatically adds the total at the bottom of the page next to "Amount used for payments" but this should also auto populate / update the total at the top

• Can't set conditional layout rule on lookup field in Zoho CRM

  Namaskaram Zoho CRM team, Usually any fields of module except mandatory fields can be hide using conditional layout rules. But that can't be set on lookup fields event that is not a mandatory fields. Many users are in need of that. Crafted with ❤️ Zoho

• [Request] Pivot filter date option : from set date to relative value ie from 01Jan to LastMonth

  I don't think I can currently do this... but it's worth asking if it's possible. My use case is concerning annual leave which is calculated from the beginning of the calendar year (01Jan) then each month I want to have details of leave taken etc... In

• Need to be able to apply layout rules to 'Multi Pick List'

  Currently, we are unable to apply layout rules to fields that are 'Multi Pick List'. This means we have to instead use checkbox fields, but they are inefficient. For example, we use the Multi Pick List to list our products. However, we're unable to apply

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• My "trigger" panel disappear from my workflow ...

  Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to you

• Workflow Automation Not Triggering

  My Zoho CRM workflow sometimes doesn’t trigger when a record is updated, even though the workflow criteria appear to be met. What should I check to find out why the workflow is being skipped?

• AI Calling

  Hi, does anyone have experience or any thoughts on AI Calling. Getting AI to make calls on behalf of your company. We are looking into it, but are finding it difficult to get info and providers that can assist.

• Zoho Sheet as KB Document

  It would be nice if Zia Agents could take Zoho Sheets as part of the knowledge base. The use case here is that it's infinitely easier for humans to maintain a spreadsheet table than any .md / TAML / JSON document. For situations where humans are responsible

• Ask the Experts: Five-hour live Q&A session with Zoho WorkDrive product experts

  Have questions about WorkDrive 5.0? Let’s talk! We recently launched Zoho WorkDrive 5.0, packed with powerful updates to help your team work smarter, stay secure, and get more value from your business content. From content-centric workflows and AI-powered

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