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• Zoho Books - Feature Request - Show Custom Template Preview

  When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional

• run a macro on a contact that bounced from crm email merge

  how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?

• Search handwriting using sketch card and OCR

  Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks

• Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

  Update (June 30, 2025): As of June 30, 2025, users will no longer be able to create or edit Autoresponders in Zoho CRM. This restriction has been put in place to ensure a smooth and guided transition to Zoho Cadences—a more powerful and flexible tool

• Recovering a note

  Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks

• Unable to schedule posts!

  Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta

• SPF, Zoho Books, Send from my domain

  I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.

• How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

  We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at

• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• header and footer for templates

  Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois

• Onboarding Zoho sign documents?

  I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

• Automate Pricebook per Customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Document Tracking

  Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

• Apply partial payments to invoices from the Banking Module

  We need this! Why is this not possible?

• Forecast UI improvements

  Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

• Missing services/ features / buttons

  Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

• [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Episode I : Exploring the World of Custom Functions in Zoho Desk

  Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory

• Free Webinar - Overview of Zoho Sign and latest updates- May 2025

  Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.

• Multiple Forecast configurations

  Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue

• Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

  Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions

• Basic campaign set-up

  I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to

• Add template Categories Qoutes sendmale

  Is there other way to add other template categories in sendmail qoute?

• Report categories not appearing in pie chart

  I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968

• Asking for the implementation roadmap or step-by-step guide

  Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• Automatic needs analysis for the Deals module

  Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed

• Odd differential in Accounting and Physical Stock

  Hi there, Around six months ago we noticed that there was an error in one of our product's stock values. Despite seemingly having no outwards requests unfufilled for this item (I.E, no stock committed any longer at the moment), Accounting Stock is -1

• 7008 Request rate limit exceeded. Please retry again later.

  Hello, I'm encountering an issue with the request limit for my function calls. The function is triggered whenever a new record is created, and in many cases, we create these records in bulk (around 50 at a time). For each record, a workflow is initiated

• Tip #34- How to Configure Proxy Settings for Unattended Access in Zoho Assist- 'Insider Insights'

  Hey Zoho Assist Community! For those using Zoho Assist's Unattended Access feature, you may come across a need to configure your device through a proxy server. This setup is particularly useful if your network requires strict proxy configurations for

• Let's Take Custom Slideshow A Step Further!

  Zoho Show comes with this useful feature called Custom Slideshow. It is, as implied by the name, a feature for slideshowing. I would argue it is a waste to use the feature just for slideshowing. For a custom slideshow, you define a subset of slides. Of

• Copy Address button customisation

  Hi I'm very new to Zoho CRM and need some help regarding Addresses - specifically in relation to the "Copy Address" buttons available within the Contacts and Potentials edit screens.   The majority of my Leads will have both a Mailing Address and a Physical street Address that I need to capture at Lead creation stage.   On conversion of the Lead (to Contact/Account and Potential) I need the following to occur:   In Potentials I need to display ·         Physical Address only   In Accounts I need

• Add Ability to Set Full Name When Inviting Users to Private Client Portals

  Hi Zoho Creator Team, We hope you're doing well. We’d like to request a usability improvement for client portal invitations in Zoho Creator. When setting up a client portal with the "Private" Portal Type (where only users invited by the admin can access

• email address issue

  Hi! I am start using zoho to start my company's email marketing campaign, but I can not send the email because is showing that Your email address is already configured as a sender address in another account. But I created a new business email address

• Can Zia summarize fields?

  A great use case of AI for me would be summarizing company descriptions. We often get long winded descriptions from databases or scraping websites, then reduce them to a couple of sentences stating what a company actually does. Is there any way within

• Difference between the file extensions .zdoc and .zwriterlink

  I am using Workdrive TrueSync on my windows pc to open files directly from my windows without having to open them from the workdrive web. But, I found something strange, I also have the zoho writer app installed on my windows and if I create a document

• Deluge should permit a connection to be set with a variable

  Hello, Being one who occasionally likes to post code in the forums, I try to make anything that the end user needs to define be present at the very top of the script so that those who want to implement the script won't have to hunt through lines of code,

• Items (products) Export to PDF Feature as a Catalog Generator

  Would like to request a product catalog feature where the admin can export "items" along with selected attributes (e.g.: product name, size, price, etc) in a professional template as a PDF document.  Since product pictures and the product attributes are already saved in our system DB, it would be a natural extension to just export it out as a catalog for customers.  I've been duplicating this feature in other apps to make a product catalog.  Having a central repository of "items" makes good sense,

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