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• Recent Topics

• How to normalize CRM module when integrating with Survey?

  This question is about the problem with many-to-many relationships and Survey. One of the things our organization does is track people in our program and their jobs. We get new information from the people three times annually through Zoho Surveys. Survey

• IMPORTRANGE Spreadsheets

  I am trying to importrange a spreadsheet into another, but an error keep appearing saying NOT LINKED. Noting that I've linked it. I've tried to publish both sheets and re-apply the formula many times but nothing is working. I don't know what can I do

• Zoho Desk to Jira > Automatic Creation ?

  I've set up the integration for Jira and Zoho Desk, but when I create a test ticket as a customer nothing is sent to Jira automatically - is this correct ? I can manually link to Jira using the "More Actions", but I was expecting the issue to be created

• Outage?

  Is there an outage? Everytime I try to access Zoho FSM (web, as admin) I get a blank screen.

• File Upload and Add via API

  I've been attempting to upload to via the Files api and I have been hitting the wall with actually getting the file to attach. What type is the API expecting ? Base64 Encoded ? When I do I get a 414 Error. I would appreciate your help as I am currently

• How to create Comparison across Period chart in a dashboard?

  Hi all How can I create this chart in a custom dashboard? The issue for me is that this chart is very small. The CRM module (unlike Projects module) has no ability to expand a chart. I want to make it larger, but also want to include it in a custom Forecast

• CRM HAS BEEN SOOO SLOW For Days 05/15/25

  I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

• Trouble fetching custom fields from Zoho Booking

  I'm following the instructions from here : https://help.zoho.com/portal/en/kb/flow/user-guide/app-specific-documentation/articles/zoho-bookings#1_Problem_with_accessing_custom_fields But I can't get this to work. Here is the result of a test booking :

• How to change an employee mail id

  Hi, Does the administrator have the rights to edit an  employees mail id. 

• Is it possible to set create deal checked by default when converting a lead?

  In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.

• Sync Creator form submissions to WorkDrive folder

  I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but

• How do you map a user picklist field to another user picklist field.

  In Zoho Projects, I'm trying to map a custom field (user picklist) in Task Details to a field (user picklist) in the Project Details. How do you get the two to map to each other? This is what I currently have that works for my other fields but doesn't

• Introducing Seamless Communication with WhatsApp Integration in Zoho Recruit

  Hello everyone, We are thrilled to announce that we have just launched an incredible new feature in Zoho Recruit that will revolutionize your recruitment process. With the integration of WhatsApp into Zoho Recruit, you can now seamlessly connect with

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

• Send a new invoice data from Books to local certified solution via API json due local compliance

  Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so

• Unveiling Zoho CRM's New User Interface - The NextGen UI

  Hello Everyone, Last Wednesday, May 14th,2025, we announced the public release of Zoho CRM For Everyone, our most significant update yet. This release brings a modernized CRM experience with a redesigned user interface, new capabilities for cross-functional

• compensation module - salary - No decimals allowed regardless of currency

  In the United Kingdom we have calculations in GBP which has figures to 2 decimal points. When using either the basic salary or using the CTC with benefits etc. It will block any upload or entry which is not a round number! I have advised Zoho One and

• Tip of the Week #56 – Analyze performance with analytics reports.

  Wondering how well your team is managing communications in shared inboxes? It’s time to stop guessing and start knowing — with Analytics Reports! As an admin, you get a broader view of your team's performance by tracking important metrics such as response

• Zoho Sprints is now AI empowered

  Enhance the quality of your work with the power of generative AI tools in Zoho Sprints. These tools help you write precise descriptions, summarize content, analyze sentiment and tone, and translate content into your preferred language, and write and explain

• If Formula with Abs and Now included!

  Hi all, Having a bit of trouble with an If formula when creating a formula field with currency return type. This is what I've got: If(Now()>=${Agreement History.Rent Review Due}, '${Agreement History.Holdover Price}', 'Abs(${Agreement History.Rent Achieved

• Kerala Food Cess - Not applicable to Government Customers

  We are stuck while entering sales invoice - as Central and State Government Customers are exempted from Kerala Food Cess. Can Support Team help us? Phone / Chat / Email from Zoho - No support for third day in a row!

• Automate pushing Zoho CRM backups into Zoho WorkDrive

  Through our Zoho One subscription we have both Zoho CRM and Zoho WorkDrive. We have regular backups setup in Zoho CRM. Once the backup is created, we are notified. Since we want to keep these backups for more than 7 days, we manually download them. They

• Add Pinned Tickets to top of queue

  As an IT Helpdesk, we have some tickets where they will need to be looked at daily over a week or 2, and the ability to pin a ticket to the front/top of the queue would be handy as we can be reminded to take a look, rather than placing them on hold and

• Holding Shift to keep selected tickets

  It is annoying trying to change the category of tickets and then closing them. You have to select them one by one, no way to 'hold down left click and drag your mouse down to select multiple'. Once you have selected them and you change the category, you

• 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

• Zoho CRM's V8 APIs are here!

  Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered

• Turning off the new UI

  Tried the new 'enhanced' UI and actively dislike it. Anyone know how to revert back?

• Threads view for email sent from Cases module in CRM

  Hello all, Following the previous announcement regarding the support for the Send Email functionality from within the Cases module, the Email thread view is now available for emails sent from the Cases module. This enhancement is for better readability

• Sync Zoho Docs and Google Drive

  Sync Zoho Docs and Google Drive -  how can I do it?

• 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.

• Canvas Detail View Related List Sorting

  Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?

• 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

• Custom view placeholders

  Hi all, On some occasions it would be great to have placeholders setting up a custom view. Example in our case we have a field for a year. We would like to have a placeholder like $.{CurrentYear} that will insert the current year 2025 e.g. Now we have

• Add Subform Field based on Record Field

  Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include

• Languages in Zobot

  Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

• USA Military addresses

  When we have a client with a US military address adding them to the CRM, or having them fill in a form is a problem. Zoho Forms and CRM doesn't seem accommodate them correctly. It doesn't make sense for me to have to create a secondary data model for

• Parentheses in System Path

  Zoho WorkDrive includes a mandatory parenthesis with the organization name in the desktop sync client. This adds parens to the system path. Many command-line applications do not allow for the use of parenthesis, so if you want to use a file saved on WorkDrive in a command line you cannot. Most major document syncing platforms do not allow parenthesis for this reason.

• Hiring Staff Accountant in San Diego with ZohoBooks Experience

  Hello, We are a San Diego, CA company looking for an experienced Staff accountant or controller that has ZohoBooks experience for a full-time position. Please reach out if interested. Best, Ben

• Workdrive 5.0 / API Documentation Workflows

  Hi Zoho, When will the API documentation of the workflows be published? We are interested in using it to trigger manual workflows from an external application. Greetings, Justin

• Match Transaction > Filter | Allow wildcards in search

  The Filter function is useful for narrowing down to a specific set of transactions. It would be useful to have the ability to use wildcards in search. e.g. customer name "starts with" or " * " as a placeholder. e.g. "National * " instead of "National

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