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• Attachments question

  Hello, I used the zoho forms integration with zoho CRM to upload the generated PDF from zoho forms to the crm module under attachments. Is it possible to make the attachment section visible for my portal users? Thanks!

• How to add paid webinars?

  How to add paid webinars?

• Enhancement in Zoho CRM: Control who gets to participate in a forecast by customizing the user hierarchy

  Include only users from the sales function; exclude the rest Dear Customers, We hope you're well! We started this year with a series of exciting enhancements to Zoho CRM and to this list, we are thrilled to add an enhancement to forecasting. Let's talk

• portal level permissions?

  In creating my client portal using the same canvas as my employees use multiple modules and functions are missing. example: timelines, task, emails, activities. In the portal permissions tabs no option is available to turn on or off these functions. is

• When choosing custom view, load a particular Kanban view by defualt

  I have two custom views defined (say viewA, viewB) in the Leads module. I also have a Kanban views (say K1 and K2) defined in the Leads module. What I would like is that if I select viewA, it automatically loads Kanban via K1. If I select viewB, it automatically

• Zoho SalesIQのチャットボットへのcsvで作ったFAQリストのインポート方法

  上記は設定の中のどのメニューなのか、教えてください。 Chat gptに聞くと、「ナレッジベース」と言います。

• Zoho CRM - jump to section of record via a button

  HI, Is it possible to create a custom button on say the Contacts module so that when you load a contact record, the button and be pressed and it scrolls down to a certain section of the contact record to save all the scrolling each time? We have a lot

• ZOHO FSM integration with ZOHO CRM

  Hi, I run a cleaning company based in London, and we moved to Zoho CRM last summer. We have been using it ever since, with the help of an implementation partner for the initial setup. We are now trying to integrate Zoho FSM for our field technicians.

• 【Zoho Desk】問い合わせの関連付け（親子関係の設定）に関するアップデート

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳したものです。 Parent-Child ticketing upgrades for better efficiency and context ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 Zoho Deskの問い合わせの関連付け（親子関係の設定）機能は、カスタマーサービスにおいて、関連する問題を紐づけることで より迅速かつ効率的に解決するのに役立ちます。 今回、本機能の３つのアップデートをご紹介します。

• Automate unzip files in WorkDrive

  I receive some emails which have attachments with password protected ZIP files, so by using filter option in Mail I simply forward it to the WorkDrive where other members can see it. But its password protected, so no option to unzip there inside Workdrive

• can't log in to app

  hi, i recently got a new phone and was in the process of transferring info when I hit a roadblock with the Writer app. I was able to log in just fine, however when it prompted me to redirect to the app it did not. When I pressed "continue" as prompted

• Can I add on-order information to the stock locations on the warehouse tab of item detail?

  We have 6 warehouse locations. Currently when you look up an item, the warehouses tab shows stock on hand, committed stock, and stock available for sale, broken down by warehouse. It would be very helpful if we could add a column that shows quantities

• Delivery method

  I don't see this returned in SO's details returned in the api so I created a custom field to be updated using %SO_DeliveryMethod%, (which works in templates) but this doesn't work though in the field update. Is this the wrong variable to use / is there

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• A quicker way to provide accountants access to Zoho Books, similar to Xero and Quickbooks

  Hey guys, I'm finding the procedure to give access to an external accountant to Zoho Books less than ideal. Having to create an account by Zoho instead of myself, and then wait for it to be given a license to then pass to the accountant seems a bit time

• Add Atlassian User Management API Actions to Zoho Flow

  Hi, We would like to request the addition of new actions in Zoho Flow to support Atlassian User Management API calls. These actions would allow administrators to manage users effectively within their organization. Requested Actions: Deactivate Managed

• New to Zoho – Seeking Advice on Digitizing Course Evaluations

  My company and I are new to Zoho (less than two weeks in) and are looking for guidance on setting up a digital evaluation process for our in-person training courses. Not sure if this is a Creator solution or can keep within Zoho Forms and other components

• keep emails in CRM for a deactivated user

  Hoping someone can tell us how we can keep emails from a deactivated user available to all of our other staff within CRM and the leads and contacts modules.

• Assign CRM email template to CRM campaign record

  In my CRM, I have an 'Event' type of Camapigns record for which my system sends confirmation emails. Imagine that I use the Campaigns module to track my business events. Ideally I could have a separate email template per campaign. I'd need something like

• Invite up to 10 Guests missing from booking page

  hi I have seen it but yesterday the option is not longer on my booking form. I can not find a option other than below which is on.

• Zoho Forms - Dynamic Prefill Setup Question

  Hello, I'm very excited about this feature. So much I'm learning about webhooks. However, it seems that the webhooks I can obtain from Zoho Flow and Zoho CRM come with already parts in the URL that are put as invalid by the GET Webhook URL. Do I need

• Digest Februari 2025 - Een terugblik op de Zoho Community van Februari

  Beste Zoho Benelux Community, Elke maand brengen we de Community Digest uit om onze gebruikers te informeren over de mijlpalen en talloze updates in onze producten. Februari markeert de start van de langverwachte Zoholics kaartverkoop, de viering van

• Subform Client Script

  Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

• Unable to continue the payment of subscriptions

  Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

• Check-in and check-out time calculation discrepancy as shown in a screen recording

  Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257

• Make list from Workdrive Folder

  Hi, Today, my challenge is to simplify and optimize my drop-down list where I retrieve the list of files present in a WorkDrive folder. I had to create a custom function to replace and display special characters. Then, I need the file ID to open it in

• Associate expenses of an employee

  Hi, This question is for Zoho books team. We give advance amounts to employees and they spend the amount and submit the invoices for the amount. When they submit the invoices, we wish to add the expense to the respective "expense account (HR expense,

• Private message in Facebook

  How can i send a private message to a person that sent a message in a facebook Post.

• Can't sign into any of the Zoho apps on MacBook...

  I click "sign in" and it either does absolutely nothing, or it opens OneAuth and then just sits there. Can't even begin to use them 'cause I can't even login; Vault, Books, Creator

• Analytics - Opened versus Clicked?

  Good day, we have just sent out an email campaign vis the mass email option to our contacts lists and i have noticed that more recipients clicked on the email than opened the email. Can that be and can you explain the difference between the 2 statuses

• Deletion of CRM rows giving error

  Hi, I am exporting data from a module into excel workbook. THis works fine... until...I export the same data 10 minutes later and I get duplicates in my sheet. There is code to "delete" the previous sheet but it is giving errors. The DELETION of records

• Weekly Tips: Get Work Done Faster with Zia AI

  Every day brings a fresh batch of messages — meeting invites to accept, client feedback to review, colleagues asking for updates, and the constant ping of new notifications. It's exhausting trying to clear your inbox while wondering how you will catch

• Add clients without needing a client company

  I, like many people, deal directly with individual clients rather than companies. It's really obnoxious to have to add a client company and treat my client, who is an individual person, as a company. Zoho - can you please build in a way to bypass the need for the client to be part of a company? This is a problem in cliq as well - I want to invite my clients to channels in Cliq but needing to create a company is confusing for them and makes them feel as if they don't belong on the app. But that's

• Can't create task programmatically using deluge

  I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went

• Python Code: Calling "Deals" API results in 404 Error.

  Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.

• setVisibility() not working for Subform Fields with Client Script

  I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fine

• Office 365 and Zoho CRM

  Does anyone have this synching properly. I configured it and the Zoho Calendar shows up in 365 but nothing comes from 365 into zoho crm. I have enabled the two way. No errors are being generated. If anyone has some insights I would really appreciate

• How to export Subform Data from a record?

  How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot export

• Trident: please make right widget column re-sizable

  I'm really enjoying using Trident and think Zoho is doing a great job developing it and adding features without cluttering the interface. However, the one thing that keeps irritating me in daily use is that the right side widget column is too narrow to

• Does Client Script work on Zoho CRM Portal?

  Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!

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