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• Recent Topics

• IP Addresses for Whitelist

  Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Rejected Accounts still listed for Deal

  Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help

• Zoho Rentals

  Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!

• zet pack not working

  We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

• How can I view Help Center articles in 'Sandbox' mode?

  I have published some help center articles but when I try to preview the knowledge base page, it says 'We have no content to display'.

• Zoho Books API down

  We've been using the zoho books api for the last few weeks to pull open invoices, and the code has stopped working suddenly. When making the same API call as always, we're getting a 400 error.

• Loop in Blueprint but it works. Why? How should this be set?

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• Introducing Keyboard Shortcuts for Zoho CRM

  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

• POS System

  Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance.

• Reporting tag as mandatory

  Why we can't set it as mandatory once we need to input it to get the budget affect?  

• Zoho CRM Tracking Google Enhanced Conversions

  Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

• Work Drive Tray Icon Missing

  How can I get the tray icon back? The app froze, had to restart PC and then it's been gone since...  I've re-installed the windows program and restarted my machine twice now.

• Using Agent Email Address as From Address

  Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about

• Disable Subform Actions using Client Script Add Row, Edit, Delete

  Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script

• Unable to update desciprtion field

  Hi Team, perviously, we had hidden the description field on our Help Center as we used a diffirrent field to name our ticket description. Now, the description field suddenly became available on our help center and there are no option to disable it to

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• Invite External Users to Zoho Projects Without a Full Zoho One License

  Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• New Asap Widget How to update my code

  I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directly

• How to integrate Zoho sign with Zoho CRM

  Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

• Zoho Books | Product updates | March 2025

  Hello users, We have rolled out new updates in Zoho Books to enhance your accounting experience. These include the ability to create workflow rules for manual journals and Multi-Factor Authentication (MFA) for customer and vendor portals. Explore these

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Tip 26: How to hide the "Submit" button from a form

  Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

• Territory view for custom modules?

  I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories:  Contacts /  Accounts / Opportunities These modules don't have territories:   Buildings (custom module) and 

• Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error

  I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error

• Generate a link for Zoho Sign we can copy and use in a separate email

  Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Task Management on Zoho Desk Mobile App

  Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make a

• Zoho Billing Record Refund vs Refund

  When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" is

• Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel

  Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel Hola necesito hacer importacion de datos desde un sistema propio. Quiero exportar datos como nombre de Cliente, empresa, venta, importe, fecha.

• Zoho Flow and Slack emojis

  Anyone have an luck with using slack emojis in zoho flow? When I send :smile: in zoho flow to slack, the message just says ':smile:' the mentions '@user' don't resolve either.

• Working with Products that are non-tangible

  How does one create a 'service' in products? Is there a way to disable inventory functions for things like Sofware as a service? The services module doesn't look to be much help either. Not sure how to do this in CRM

• Limits on workflow never disclosed, not documents and now being applied. I feel scammed and there is no reply for support.

  Hello everyone, I’m facing a critical issue with Zoho Recruit and would appreciate any insights from fellow users or someone from Zoho. For months, I’ve been receiving daily emails stating that I have reached the maximum workflow custom functions limit.

• Deluge Script to Reopen Ticket if Tasks are not Completed

  I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Cadence reports as front-end reports

  Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Zoho People U.S. Compensation Setup

  We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply

• Compensation | Salary Packages - Hourly Wage Needed

  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

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