ご検討中の方

• Recent Topics

• Zoho Campaign initial Setup

  Clarification on Contact Consent for Email Campaigns in Zoho Campaigns I’m currently setting up an email marketing campaign for my organization using Zoho Campaigns, and while going through the process, I came across the requirement of having contact

• Zoho Projects Roadshow, Australia & New Zealand - 2025

  Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho

• Filter lookup field using client script

  Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks

• Múltiple Deals when converting a Lead

  Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates

• Zoho Sprints Integration with Zoho Desk

  Hi Team, I'm trying to integrate Zoho Desk with Zoho Sprints, but it's showing the message, "There are no teams available in Zoho Sprints. You don't have any teams! Click here to add." What should I do next to ensure a smooth integration?

• CRM API Search Record for Last Name equals "."

  When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

• Layout Rules Based on Task Owner

  We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like

• Important: Changes to Microsoft (Outlook) Bulk Email Sending

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• If Problema Formula

  Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

• Important: Changes to Microsoft (Outlook) Bulk Email Sending

  Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening

• Zoho Projects Work Hours into Analytics

  Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone.  They were actually deleted.  When I try to recreate them in Analytics there is no "Work Hours" field.  Where

• Enrich your CRM data and keep them updated

  You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

• Quick Books to Zoho Analytics integration issue

  We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row the

• Zoho Not Receiving Emails Sent via PHP mail() – Arrives at Gmail/Outlook, but Not Zoho

  I have a PHP script on my website that sends emails using the basic mail() function — not SMTP or wp_mail() from WordPress. The email sends successfully to other addresses I own (like Gmail and Outlook), but emails sent to my Zoho-hosted address are never

• Currency column showing $ symbol

  Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you

• Record Locking for Meetings CRM

  How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time

• How to get the Logo

  Hii Can you please Help me the how to get the Company Setting Photo using the Deluge I will Write this Code But here Will Fetch the Photo_id but We needed the image curl1= "https://www.zohoapis.eu/crm/v7/org"; info curl1 ; getTemplate1 = invokeurl [ url

• Zoho API integration - missing tables even after using MODULES.READ scope across all modules

  I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope

• Product Updates in Zoho Workplace applications | March 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments

• Free Webinar Alert! Track, Bill, Get Paid: Streamline Finances with Zoho Books and Zoho Mail

  Hello Zoho Community! Struggling to keep track of invoices, payments, and client communication? We’ve got you covered! In this webinar, we’ll show you how Zoho Mail and Zoho Books work together to simplify invoicing, track payments, and streamline financial

• Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work

  I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:

• Field of Lookup Module 2 Way Dynamic Connection

  I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record

• "In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory

  I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory

• View Filter for Date field type doesn't give option for "not in the last" or "before x days"

  I'm trying to set up some saved filters to organize a view better and I want to have saved filters based on the amount of contact that has been had with a client. We have a custom date field that records the last exchange with the client (whether call

• Differentiating between invoice templates when adding custom fields

  We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if

• Market Automation is hung in sync with crm in zoho one

  Sync between Market automation and crm stuck in loop. MA says they are connected, but does not allow module selection, building of lists, etc. can not go back around and disconnect and restart. Does not show in "Connected Apps", yet when you ty to connect

• Flow-Level Access Permissions in Zoho Flow

  Hi Zoho Flow Team, Hope you're doing well. We would like to request a feature enhancement for Zoho Flow related to user-level access control. Use Case: As Zoho One users, we often work with multiple teams and departments. In our setup, we have several

• Payment Gateways For South Africa

  Hi, Can you please incorporate a payment gateway like Payfast etc for South African clients?

• Hide Admin Only settings

  It would be nice if the setup menu items and settings weren't visible to non-admins. Seems like there is some confusion with users going through setup pages but not having permissions and getting an invalid permission error.

• Zoho Projects API fails to update integrated field

  I would like to update via API a Projects' project custom field, which is an integrated_field with Zoho CRM Accounts module. I identified the custom field identifier via the GET custom fields info api call, as described here. The custom field has id "UDF_TEXT1".

• Using Zobot with ChatGPT Assistant Function to Trigger API Call (e.g., Weather Info)

  I am currently integrating Zobot with an OpenAI ChatGPT Assistant using function calling. The goal is to let the Assistant trigger specific API actions based on user queries — for example, fetching the current weather when a user asks, “What’s the weather

• How to identify a ticket merge through Webhooks?

  The ticket merge functionality moves all Threads and Comments from one Ticket to another. I want to identify this action to correctly apply these changes on my application end. Currently, my application only receives a Ticket_Update notification for the

• Native SMS Integration in Zoho Desk

  I’d like to request the addition of native SMS integration within Zoho Desk. While email and chat are still widely used, SMS has become a critical channel for fast, effective customer support, especially for urgent or time-sensitive issues. At the moment,

• Share Projects with Vendor Zoho Projects Portal

  I have a vendor/reseller of my services. They private label my services. My portal is branded. Can an individual project be "shared" or the data sync with another portal? I believe that this can be done with CRM.

• Timentry and Support Plan Relationship

  Timentry and Support Plan Relationship A customer can buy multiple products and request different SLAs and support plans for each product. We can enter different support plans and define the credit. The scenario I want to happen; - To reduce the credits

• Issue with ticket replies via Slack: '+' symbols replacing spaces in emails

  Hello, support team! We're experiencing an issue when replying to tickets directly through Slack. When the reply is sent to the email, spaces are being replaced by '+' symbols. This makes the message harder to read and understand. Is there any solution

• Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

  Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

• Android notifications not working

  I've set push notifications to 'on' in ZohoMail for android settings but nothing doing. Can anyone help? I do use a VPN.

• Email Templates - Increase Width

  The email templates created in CRM do not seem to allow to widen the margins.  When the template is dropped into an email, the copy is centered in the email.  Is there a way to increase the width or the margins so the text simulates a normal email?

• my clients are not receiving mails

  Hi, My clients are not receiving my mails sent . may we know the reason My dns server and imap settings are perfect

• Next Page