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• Zoho Contracts Just Got Better! CRM 2.0, Regional Settings & 6 New Reports

  Zoho Contracts is evolving to bring you a more efficient and customizable contract management experience. In this update, we are introducing powerful enhancements to our Zoho CRM integration, regional settings, and reports. Let us explore what’s new:

• RE: Webhooks not working in application

  Hi everyone, Is anyone else experiencing issues with webhooks in Zoho Creator today? All of our webhooks—across multiple flows, applications, and forms—have suddenly stopped working. We're consistently getting the error: "Internal Exception" We've double-checked

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• Disable the Checkbox with a Client Script in Leads

  Hi, Can the checkbox for Data Processing Basis be disabled for a specific type of user? Thanks

• For Each (Desk Ticket) Loop

  What I need is some sort of "for each" loop functionality in Flow, this doesn't seem to be a thing, but I'm wondering if someone found some sort of workaround? Here's the whole situation: I have a Flow, which is supposed to be triggered by a custom field

• Adding number of days to an estimate.

  I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J

• Teams/Groups?

  Is there any way to have teams/groups? We have a huge amount of team folders, and it would be nice to give access to "Sales" or "Production", I usually have to give permissions to 20 people each time we get a new client, so we really need to have a way

• Editing records via Record-ID for public url

  With the usage of Record-ID we can edit a specific record directly from the url. I have found many posts here which are really helpful of how we can do that. But do you have any example of how we can do it when we have a published form??

• How to import email activity into Zoho CRM

  Hello There I am currently using hubspot and able to export out my email activity. I want to import the email activity into hubspot How do i do that as i do not see a email module in Zoho CRM

• Digest Mars - Un résumé de ce qui s'est passé le mois dernier sur Community

  Bonjour chers utilisateurs, Découvrons les dernières mises à jour et les échanges du mois de mars. Zoho CRM fait peau neuve ! Avez-vous déjà essayé notre mise à jour ? Pour en savoir plus sur 'Zoho CRM for Everyone', lisez cet article. En plus nous avons

• Zoho FSM E-mail Templates for WO/Estimates

  Either I am missing this, or it is just not integrated. I think I have exhausted looking everywhere. Why can we not change the e-mail template for Work Orders, Estimates, Invoices etcetera, in FSM as can be done with Books and CRM? The comments I have

• What's New in Zoho Billing - Q1 2025

  Hello everyone, We're excited to share the first set of feature updates for Zoho Billing in Q1 2025, ranging from manual revenue recognition to custom notifications for API usage limits. Keep reading to learn more. Leave Organization Option Zoho Billing

• Outlook to Zoho sync

  I am the admin for our company and I have (1) single user that is having difficulties with her emails syncing. I have found where the problem is, but I don't know 100% if what is happening is how the plug-in works or if it's a setup issue. My boss created

• Facebook and LinkedIn tagging is here on Zoho Social!

  Hey everyone! Here comes one of the most awaited features on Zoho Social.. We now support tagging for Facebook and LinkedIn posts! You can now @ mention or tag Facebook and LinkedIn pages in your posts, besides being able to tag Twitter and Instagram Profiles. To tag or @mention Facebook and Linkedin Pages on Zoho Social, use the '@' symbol followed by the name of the Facebook Page. The New Post box will display matching profile suggestions for you to choose the right one. Select the correct username

• Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

  The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

• Triggering a workflow based on the field update performed by function using zoho.crm.updateRecord()

  Ran into something pretty perplexing that I haven't been able to find solutions for online.  I set up a workflow that triggers when a field is updated to a certain value. After futile hours of trying to debug this, I realized this inexplicable thing. The workflow actually does trigger properly when I manually update the field to the required value. When the field is updated to the exact same value by the custom function I wrote (using zoho.crm.updateRecord()), the workflow doesn't trigger! I'm wondering

• Better UI for proactive chat notifications needed!

  It would be incredible if proactive chat notifications, instead of maximizing the widget—especially on mobile devices—would simply display a notification in this style. It’s not very good design for them to abruptly interrupt the visitor’s navigation.

• Can't get TFA to work properly

  I tried to get TFA to work with not success. I downloaded the Oneauth app but never seemed to receive the push code. Every time I had to switch back to log in with password. I wanted to get TFA to work, but I never could. Ironically, despite all the problems

• developed an MCP server and can retrieve data from ZohoONE

  https://x.com/Mac_nishio/status/1908715535585714481 Now that we have developed an MCP server and can retrieve data from ZohoONE, we can do corporate analysis for anything with just Claude. This is "Please connect to ZohoCRM and get a list of business

• API - Inactive user

  Hi We have a complex flow set up with an API. Yesterday I needed to inactivate a user who had set up the flow and API- realised after this, then broke the connection so - re-activated the user. The flow now seems not to work when gaining information from

• Domain verification is in progress... (How long do I need to wait?)

  Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data

• Default styling for templates

  Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, but

• Complex CRM Automation

  Hi, I'm fairly new to this whole Zoho CRM and I kind of have a slightly complex automation to make. I just hoping for someone to put me on the right track with whatever apps and tools. If I can stay within CRM, even better! I'm making a new module to

• Expenses in multi organisatuon setup

  I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accounting 

• Zoho Writer and Zoho Analytics ... How ?

  I've installed this extension for Zoho Writer : https://marketplace.zoho.eu/app/writer/zoho-analytics-for-zoho-writer#overview and followed these instructions : https://www.zoho.com/analytics/help/datastorytelling/writer-integration.html But for the life

• Chronic Bugs in their search API

  Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"

• delete contacts from phone

  Hi, I have Google contacts as my main contact list, and in the past have had it sync with Zoho contacts. I wanted to clean everything up, and start over with Zoho, and import all the clean contacts from Google. I deleted all my Zoho contacts on my computer,

• Scheduled post / promoting

  Hi there, ive set up scheduled posts, i intend to do a paid promotion/boost my posts. Is there a way to set up the promotion prior to posts launching on social media? thanks, Nikki

• Kaizen #184 : Using Widgets in ZET CLI and ZDK CLI

  Hello all, Welcome back to the Kaizen Series! ZDK CLI is a set of command tools that you can use to manipulate Zoho CRM metadata including widgets. ZET CLI helps developers build and package widgets in Zoho CRM. In this Kaizen post, we will explore using

• Deprecating Public Comments

  Currently, Zoho Support allows users to add comments to a ticket and have these comments visible on the customer portal. These are called Public Comments.  We intended these to be a convenient way for agents to let both customers and internal stakeholders know of developments in a ticket. Since then, we've added better and more elegant ways for agents to communicate with customers and employees. Naturally, the usage of Public Comments has come down over time.  After studying its usage carefully,

• Zoho Books API endpoint to fetch contact custom fields

  Hello I am trying to sync my custom fields of woocommerce checkout with the custom fields of contacts/customers in Zoho books via API I need the api endpoint to fetch all custom fields from Zoho books, how can i achieve the same? Thanks Puneet

• Custom TaskList and Tasks creation based on project custom field

  Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For

• 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

• leads by date created

  Zoho, Please help me.  I am definitely a novice with your product.  I was looking up a lead and somehow changed all my leads from date created to now being by last name of company.  I have a very important meeting and need them restored to date/time created.

• Importing old Invoices into Zoho Books - Hitting the limit

  I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generating

• Reply-all copies Help Desk

  Whenever we choose the Reply-al function on a ticket, the Help Desk email is automatically inserted into the CC field. Is there any way to remove this, or do we possibly have a configuration issue?

• VAT return period question plus pre-registration expenses

  Hello!  I'm new to Zoho and I am trying to generate a VAT return that covers the period 11 November 2021 (my VAT registration date) to 28 February 2022.  I know I'm slightly late with this but I'm struggling, because Zoho wants to produce a return only

• My workflows not working

  Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not have

• Zoho Book not Connecting to Bank

  Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software

• Unbale to send email from my zoho account

  Hello Zoho Team When i compose my email and i press "send". It refuses to go and rather prompts an error message stating "Unable to send message; reason 554 5.1.1 Mail sending blocked for the domain(s): [pass24-sas.com, elitiscameroun.com] How can i solve

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