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• Chrome browser issues. Anyone else?

  I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

• Set another Layout as Standard

  We created a few layouts and we want to set another one to standard:

• Set up multiple IMAP email addresses

  Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

• Function 58: Custom calculation in item table of invoices (2 fields)

  Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

• Tracking new lead response time

  Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

• Modules are continuously loading

  Hi! We are not able to open the task modules, it keeps continuously loading

• Pushing Data from One CRM account to another.

  We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?

• Search function not working anymore

  Hi! The search function is not working anymore. How can we solve this problem?

• When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

  In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

• Expand Zia's Language Support and AI Capabilities

  Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

• get gettting the days number between two dates with deluge

  I am trying to calculate the days number between 2 specific dates but its not working. PLease help me.

• Limit excceding issue in zoho creator

  I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me

• How do I add more schedules to Zoho Creator?

  At the moment, the number of schedule calls we have in Zoho Creator are 1800 per month and I was wondering if it was possible to upgrade that amount to something higher. I'd like to know my options as well as the pricing.

• Conexion CREATOR x CRM

  Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required

• Invoices with billable time and expenses

  I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each

• Search Bar Improvement for Zoho Commerce

  Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

• Send Whatsapp with API including custom placeholders

  Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

• Can't get form response to populate custom PDF template

  I've created a template and set it to default but can't figure out how to get the response to populate that template. It keeps giving me the default summary.

• Zoho Sheets not compatible with Excel/Google Sheets

  In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to

• Zoho One not working

  I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)

• If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

  Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

• Add Ability to Designate Decision Branches as "Error Branches"

  Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be

• Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

  J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

• Visitors sending message via Whatsapp are not saving on contacts

  Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

• ChatGPT only summarize in English

  Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

• Multiple Facebook Pages under Single Brand

  Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

• Brand with multiple facebooks pages

  HI, We are a small publisher that has different FaceBook pages for each of our product lines. All are within the same FB account.   Is it possible to add all of these pages to our one brand in zoho social so I orchestrate the posts between the different products?    Cheers, Joe

• Connect multiple Facebook ad accounts to Zoho Social

  Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

• How do I connect Sales IQ to Shopify

  How do I connect Sales IQ to Shopify.    

• DORA compliance

  For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

• Free user licenses across all Portal user types

  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

• Stock Count - Does it really work?

  We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems

• Create Ticket from Chat with Rest API

  Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? Thanks

• Zoho CRM Widget not displaying 2 related lists (JS)

  Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

• How to send binary data in invokeurl task?

  Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

• Address Grabber function for Zoho

  I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know

• JOB Sheet can not send PDF as service rapports and more info needed other topic

  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

• Add blueprint buttons to listview and kanban

  Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

• How Can I Customize Sales Reports in Zoho CRM to Better Track Our Sales Team's Performance?

  Hello everyone, I'm new to using Zoho CRM and need some help with customizing our sales reports. We want to track our sales team's performance more effectively and visualize trends that can inform our strategy. What specific customizations or features

• Marketing Automation : Adding to existing Lead Score

  I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds

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