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• Export Campaign to another document?

  How can I export my Campaign to Word and PDF? I want to create a PDF archive on my website with old campaigns /Peter

• Filter isn't

  The ability to filter the history of a given flow to a specific status however it would be great to have the ability to filter to a status that isn't something for example if i want to find all history that isn't complete.

• What's New in Zoho Inventory | April & May 2026

  Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

• Old Gmail inbox migration to Zoho mail

   Hi, I have been checking Zoho products for a while. This week finally decided to migrate my company mail accounts from Gmail to Zoho. I was looking for sometime and could not found a way to perform this; only found the way to take a backup of my old account into Zoho connecting throught pop3 server; but I'm not looking for that, I want that in my new Zoho Mail inbox appear all my mail messages and conversations as I see it in Gmail. Searching in Google and in Zoho Mail docs the workaround begun

• Zoho CRM Copilot Connector

  Hello, Are there plans to release a connector for Zoho CRM and Copilot? I'm in the early research stages of potentially switching our CRM solution to Microsoft Dynamics because of its out of the box integration with Copilot. The advantage being that we

• 100 Rows in a Subform is too limited

  We have a custom Module in CRM called Price Sheets, when we get a PO from a client we add the items from the PO to it and then check with our vendors for pricing and add our margin etc And after it is complete we have setup custom scripts to create a

• Drop Down Menu - Adding up values

  I have a form that has 22 drop down fields each having a value of 0-10 to choose from. Is it possible to have it add up the total value of those selected numbers and have it tally it up in another field at the end? So example: if each of the 22 fields

• [Webinar] Conversational AI: The new paradigm for agentic analytics

  From hard coding to powerful agents, data and analytics is undergoing a tectonic shift, and conversational agents are at the forefront of this transformation. This goes beyond democratizing business intelligence; it's about accelerating the path from

• Make Rich Text fields available in Canva Print Views

  Everything is on the title. I don't really understand why this is not already possible as Rich Text Fields are available in Canva Detailed Views for example.

• How to RSVP an invite using the Zoho API

  Perhaps I am missing something, but I don't see any way to use the Zoho API to RSVP an Invite. This what I've tried: PATCH https://calendar.zoho.com/api/v1/calendars/{cal}/events/{event} ?attendeedata={"attendees":[{"email":"me@example.com","status":"ACCEPTED"}],

• FSM service call view

  "Why can't we sort by assigned service resource in the service call view?"

• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Marketing Tip #46: Run flash sales the right way

  A flash sale can do a lot for your store. It can clear slow-moving inventory, spike revenue on a slow day, or reward your most loyal customers. But if done carelessly, flash sales can backfire. Customers start expecting discounts, stop buying at full

• Send Notify on new Ticket to a Team based on customers email address AND only on these addresses

  Hi ZohoDesk, I would like to have Team A receive a Notification on every ticket created. I would like Team B to receive a Notification email only if the incoming ticket contains elements of a certain group of customer's email addresses only.  They should

• Inventory API - Retrieve all uploaded product / item images

  I know that I can get the primary image for each product / item or composite item, by using the /image endpoint.  https://inventory.zoho.com/api/v1/compositeitems/<item-id>/image?authtoken=<TOKEN> This will return only one photo, even if the item has multiple images uploaded. Is there a way to retrieve all images stored for an item via the Zoho Inventory API?

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• Setting checkbox value on template in Sign from Creator

  Good day, Please help me understand how do I set a tick from a checkbox in Creator into a checkbox on a Sign template. Below is the only values on the Sign template and the code from Creator, "field_boolean_data": {}, "field_date_data": {}, "field_radio_data":

• How to Delete, Disable, or Remove Streams from the Mail App?

  Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts

• Remove the mandatory Name Card buttons (or at least make them optional)

  Please remove the mandatory Name Card buttons (or at least make them optional) A recent change to the Name Card in Zoho SalesIQ (currently affecting WhatsApp) introduced mandatory buttons before a visitor can provide their name. I believe this change

• Zoho Wont Login

  Can anyone tell me why my password stops logging in all the time? Is it a ploy to make you change your password? I have to use OTP all the time. I dont want to change passwords all the time. Over the last couple of years I've found myself using Zoho (as

• Frustrated with Zoho Assist QuickSUpport

  Trialling Zoho Assist and I have a variety of clients. A lot are computer illiterate. Some have poor vision. The current support sessions are using apps which have desktop icons for the appropriate apps. I either connect on demand then the client approves

• HR Helpdesk Cases

  We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Zoho Projects - Will there ever be a send email feature in Zoho Project?

  Hi team, Are there plans to or will there ever be a sendemail feature in Zoho Projects, brining it in line with other similar platforms like Asana, ClickUp and Monday? I know that you can add comments via email to a specific task, but I believe this only

• Introducing Microsoft Word Integration in Zoho Contracts

  We are excited to announce a new feature that brings contract authoring and negotiation in your familiar environment — the Microsoft Word Integration. What This Integration Brings The Microsoft Word Integration connects Zoho Contracts with the Microsoft

• Share Video Response Card ion Zobot

  I am using the zobot codeless bot builder in SalesIQ. I want to share a video but delay the next response card until after the video has finished playing or has been stopped. Is this possible?

• Customer image field

  I created a custom image field for estimates, and it works as expected. The only issue I have is that I want to be able to place the custom image field in the estimate invoice. Is there a way I can do that, the field does not give the option to display

• Sub Folders

  It would be great if there could be sub-folders in reports. We have a ton of individual reports and folders that would be easier to navigate this way 

• Goals API - Zoho People

  Hi Team, I would like to get the API details for retrieving organisation-wise Goals from Zoho People. Currently, I am able to retrieve individual employee goals using the following API: https://people.zoho.com/api/v3/performance/goal/{emp_id} However,

• Question and responses disapear

  I have a form where several people have had issues where the questions, responses or submission simply disappear when trying to complete the form. It seems to be random with no pattern of question, browser or OS. Hopefully there is a fix in the platform

• Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

  Hi, Now when I try to reply to an email, I see the Unable to send message;Reason:553 Relaying disallowed. Invalid Domain voicemessagedownloader.com error. I tested sending an email when I set it up in the past and it worked. I have checked the Zoho Organization

• Guide customers to the right booking page with routing forms

  Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

• Analytics Dashboard User Filters Default Value

  User Filters on Dashboard do not allow Unknown to be set as a default filter value. I have to include NULL values in my dashboard among other values but I can't include NULL/Unknown by default in Dashboard User Filters.

• Horrible download speed

  Using a trial of Zoho Assist and downloading a 316 MB file on a 500/500 fibre connection to a remote computer on the same network took 7 mins to complete. On AnyDesk it took 1 min or so.

• How to Backup Zoho to PST?

  I'm looking for a simple way to backup Zoho Mail emails to PST format. I tried the IMAP method with Outlook, but it seems slow and complicated for large mailboxes. I need a solution that can: Export Zoho emails to PST Preserve attachments and folder hierarchy

• Zoho Books | Product updates | August 2026

  Hello users, July has been an exciting month for Zoho Books! This month, we're excited to introduce HTML PDF Templates, Placeholders as Pills, expanded approval workflows for Sales Returns and Journals, and significant compliance updates across the India,

• Action required: WhatsApp now uses BSUID as the primary identifier

  Important If your support team uses WhatsApp to engage with customers, there is an important platform change you need to know about. BSUID support is now mandatory for all WhatsApp Business Platform partners and businesses. WhatsApp is introducing usernames,

• Tip #83- Give Customers a Faster Way to Reach You with the Quick Support Plugin – 'Insider Insights'

  Hello Zoho Assist Community! Think about the last time a customer needed urgent support. They emailed in, waited for a response, got a session link, couldn't find it in their inbox, called back, and by the time the session actually started, a good chunk

• Final Notice: Migrate Your ASAP Mobile SDK by August 31

  Alert August 31, 2026 is the deadline. After this date, older ASAP Mobile SDK versions will no longer work with the ASAP Help Widget. If your app hasn't been migrated to a supported SDK version, users will no longer be able to access the ASAP Help Widget

• Approval Process configuration is now more flexible and fully customizable

  Hello everyone! Approval Process is back with a better user experience that makes it easier to add rules to your processes. This enhancement includes some UI updates that help you create highly structured approval stages—and more. Let's look at the enhancements

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