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• Recent Topics

• Empowered Custom Views: Cross-Module Criteria Now Supported in Zoho CRM

  Hello everyone, We’re excited to introduce cross-module criteria support in custom views! Custom views provide personalized perspectives on your data and that you can save for future use. You can share these views with all users or specific individuals

• Automation#24: Auto-Update custom field from Accounts to Tickets

  Hello Everyone! Welcome back to the Community Learning Series! This episode dives into how Zylker Techfix streamlines account-related ticket references. Previously, employees had to manually check account details to retrieve specific customer information,

• [Webinar] Live demos and user Q&A with Zoho Writer product experts

  Join us on June 12, 2025 for live demos based on your use cases and real-world scenarios raised via form. This is also an opportunity to get your questions answered directly by product experts from the Zoho Writer team. Webinar agenda Live demos based

• Schedule mass emails, view mass emails status and more!

  Hello everyone, Mass emails help you communicate with multiple customers in a couple of clicks. We have introduced a Mass Emails dashboard in Bigin so that users can see the status of the mass emails like how many emails were opened, clicked and bounced.

• CRM Custom function updating a module record shows the Super Admin user as the record modifier

  Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful

• Enable History Tracking for Picklist Values Not Available

  When I create a custom picklist field in Deals, the "Enable History Tracking for Picklist Values" option is not available in the Edit Properties area of the picklist. When I create a picklist in any other Module, that option is available. Is there a specific reason why this isn't available for fields in the Deals Module?

• Support Mixed Visibility Settings in Knowledge Base Categories

  Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

• Multiple Selection/Select All for Approvals

  I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Merge invoices

  This has come up three times in a month of me using the system. a client whom i do work for on a regular bases asked me to invoice separate jobs on a single invoice. I would then go and cancel the old invoices and make a new one. It would be great if i could just select the invoices and click merge to create a single invoice.

• Zoho CRM Two currencies on one record

  Hello all, Our country is planning to transition to Euro from our local currency. The government is planning to mandate that all companies show their invoices, quotes, etc. in both currencies for a period of one year in order to protect from speculation.

• How to get values from both tables in Join in COQL query in Zoho API

  In this below query I can get value either from Deal Table or from Contact table. If I wanted data from both the table it is not working. Can you please help me with this. Thanks in advance. {     "select_query": "select ,A.Deal_Name,B.First_Name,B.Last_Name,

• screenplay

  hi, zoho rules, but it would rule even more if there was a screenplay template available - are there any plans for a creative app, perhaps with a set of theatre, television & film script templates?

• 【Zoho CRM】日時のフィルター機能のアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、各タブで利用可能な日時のフィルター機能のアップデートをご紹介します。 日付項目と日時項目のフィルター及びカスタムビューに、「前へ(Previous)」「次へ(Next)」の選択肢が追加されました。 ⬛︎[前へ(Previous)]：作成日時に基づきレコードをフィルターにより抽出する場合 例1. 前へ6ヶ月：当月を除く直近6ヶ月間のレコードを抽出 例2. 前へ3年：今年を除く直近3年間のレコードを抽出

• How can I notate on check stub when a vendors credit has been applied to an invoice payment?

  I'm looking for a way of printing vendor credit memo use on a check stub when its been applied to other invoices. To let my vendors know I'm using credit memo XYZ in the amount of $xx.xx. Currently I am having to handwrite it on the stub to show my vendor

• Multi-currency in Zoho CRM Forecast and Reports

  As a company we have branches in 4 different countries with as many different currencies. Our Sales Teams would like to work with their local currency as much as possible. The Forecast module using only 1 currency is practically usable only by the sales

• Installment plans

  Hi I am looking for a way to allow my customer to make equal monthly payments. For instance if I create an invoice for customer Y for $1000 I want to allow them to make equal monthly payments for the next 6 months. I need those payments to be auto charged

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Can i integrate bigin with google voice?

   I make all my calling through google voice to seprate my personal line from business. I want to log my calls with customers automatically but i domt see anywhere where i can do that. Any help? Im pretty sure i wont be able to. Sad

• Change Default Currency in Zoho Reports

  Is it possible to default all currency fields in my Reports and Tables to my local currency without having to reformat them every time?

• Zoho Books | Product updates | June 2025

  Hello Users, We’ve rolled out new features and enhancements in Zoho Books, from the option to record advances for purchase orders to dynamic lookup fields, all designed to help you stay on top of your finances with ease. Introducing Change Comparators

• How to handle this process need using a Blueprint?

  See one minute screen recording: https://workdrive.zohoexternal.com/external/eb743d2f4cde414c715224fc557aaefeb84f12268f7f3859a7de821bcc4fbe15

• Client Script | Update - Client Script Support For Custom Buttons

  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

• 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

• The Grid is here!

  Hey Zoho Forms Community! 👋 We’re thrilled to announce the launch of a feature that’s been on your wishlist for a while: Grids What is Grids? Grids let you place form fields side by side in multiple columns to create a more concise and organized form

• Multiselect lookup in subform

  It would be SO SO useful if subforms could support a multiselect look up field! Is this in the works??

• AutoScan Not Working Since April -Support says it with engineering

  Hi there, Autoscan has not been working on my account since April. Without this feature, completing expenses reports is laborious and error-prone. I keep asking for updates seeing as this is a critical feature, but told that it's being looked into and

• Is there a Waiting Room Before The Webinar Starts?

  It appears that there is no waiting room before a webinar starts. For example, with most webinar software you can collaborate with your co-presenter, set up your presentation and check to make sure everything sounds right before you go live. Zoho Meeting/Webinar

• Optimizing Zoho CRM Integration – Tips & Insights Needed

  I hope you're all doing great! I'm currently working on integrating Zoho CRM with our platform, which helps users get iPhone Free of cost through verified government programs. Everything's coming together nicely so far, but I'd really appreciate some

• Forms - Workflow

  Apologies if this has been asked before. I would like to know if there is a way to setup a form where a customer completes the fields/questions on Page 1 and then it is forwarded to an internal department employee who completes the fields/questions on

• GSTIN Public Search API

  Does zohobooks have an api using which i can search GST numbers and get their details?

• Multiple locations but one parent company

  I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.   

• Using the "Like" operator in Custom Formula

  HI there, Can someone please explain the way to use the "LIKE" operator in an IF statement to compare strings? I have tried the following but am not getting the results I'm after. if( "CurrentStatus" like 'Rejected*','Unsuccessful','Pipeline') Thanks Matt

• Choice-based Field Rules on Global Lists

  Hi, The new Choice-based Field Rules should also be able to work with Global Lists not just local lists. Thanks Dan

• Customer Parent Account or Sub-Customer Account

  Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they

• Writing SQL Queries - After Comma Auto Suggesting Column

  When writing SQL Queries, does anyone else get super annoyed that after you type a comma and try to return to a new line it is automatically suggest a new column, so hitting return just inputs this suggested column instead of going to a new line? Anyone

• How can I populate dropdown data with information from another source or app?

  I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

• 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

• ABA Files payment description

  Hi, is there a way to automate the payment description on the ABA file creation. When you paying many vendors having to put this in each time is very time-consuming. I couldn't see if there was a way to workflow this to automate using deluge.

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