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• Add a Zoho CRM field to a Zoho Forms Subform

  I am trying to figure out if it's possible in Zoho Forms to add the "Zoho CRM" field to a subform on my Form. I am trying to build an online order form where someone could select multiple products on their order. I am using a subform so the user can add

• Client scripts for Zoho Books ?

  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

• What's New in Zoho Invoice | January - March 2025

  Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List Pages

• is it possible to change language based on webpage language?

  Hi is there a way to change the asap ticket form based on the language our webpage is in? Our webpage got 2 languages atm. so we would like asap to change accordingly. can only see a solution to change it to one other language? Best regards Michael

• How to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?

  I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.

• Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

  Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

• Hundreds of folders or tags (for each client): best practices?

  I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting

• What's New - March 2025 | Zoho Backstage

  Hello there, We’re thrilled to introduce a much-awaited lineup of powerful features and enhancements designed to fulfill your event management needs. Here's a round-up of the latest updates that will enhance your experience with Zoho Backstage this month.

• Deleted Contact still receiving Campaigns

  Hello, I deleted a contact from Zoho CRM as they left the business they were working at. However they are still receiving Campaigns from us? How is this possible? Thanks!

• Only use 'Teams' in a department / Remove 'Agents' option

  I've sent an email too but thought I'd also post here. In our business, we do not want users to to select agents for tickets. In our previous ticketing system, for each ticket, we can only select a 'Group' and an agent within a group. Which was perfect

• ZOHO Mail required to use CRM Mail Merge?

  Is ZOHO Mail required to use CRM Mail Merge?

• Reseller Partner Portal

  Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.

• Tip of the week #49- Get all Facebook messages within your shared inboxes!

  Handling customer messages across multiple platforms can be overwhelming, especially when your team has to track conversations separately from emails and other inquiries. For example, if a new Facebook message comes in, a team member must switch to the

• Zoho Surveys CRM Integration not loading

  I'm having trouble with my Surveys/CRM integration. I have 18 form fields mapped, and it is no longer allowing me to add/edit/remove fields. Whenever I click save, the loading bar moves to about ~75% and does not progress.

• How long has the Update Custom Fields button been at the top of the Subscription screen?

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Enhance productivity with the revamped Zoho Sheet View

  Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

• 202 Certificate Invalid Error

  Getting the following error in the frame that shows my mail on all categories This webpage is not available The webpage at https://zmail.zoho.com/mail/index.do?top=false&reusewms=true&istp=zb&zburl=https://mail.zoho.commight be temporarily down or it may have moved permanently to a new web address. Error 202 (net::ERR_CERT_AUTHORITY_INVALID): Unknown error.

• Create combine report from multiple forms

  Hi everyone I need help for creating single report from all the forms of my application. Darshak

• Portal Default View

  Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

• Backup all report zoho creator

  I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display

• Zoho Calendar Widget won't show events

  Hello, on all my recent phones I had the Zoho Calendar Widget with the monthly overview and the event overview directly next to it. On my new phone though I can't manage to use it that way. Every time I'm choosing the Widget and drag it to the home screen,

• Emails sent via Zoho CRM not showing up on Reports

  Usually when I send emails via Zoho CRM, I can see the total number for the day/week/month when viewing the reports. For some reason my emails this week are not all showing up there. When I go to the Lead/Contact I can see the emails there however. Of

• Supercharge your Business with Automation: A Proven Blueprint for Success

  Hello Everyone!! This is in continuation to the Power of Automation Series!! In this post, I would like to highlight the Blueprint feature under Task Automation and the use case that we have solved for the IT industry who is managing the Software Development

• Incorrect percentage in my reports

  Hi all, Has anyone else noticed issues with the percentage calculations in Zoho Social reports? For example, my Facebook engagement dropped from 316 in February to 238 in March. The report shows the right raw numbers but claims a -57.95% drop, which is

• Unable to create custom functions in Node.JS / Java in Zoho CRM

  Pretty much the title I'd like to create Node/Java functions to automate and process some actions. Done that in Deluge but I would like to switch. The docs say there's a way, but the cold reality of using CRM through Zoho One with org/app admin rights

• Bring Your Ideas to Life with Our Professional Ghost Writer Services

  Looking for a professional to bring your ideas to life? Our Ghost Writer services offer expert writing support for books, articles, and more, all tailored to your unique vision. Let our talented ghostwriters craft content that captures your voice and

• how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script

  how to get the values from multipicklist field and check the field the have particular value selected in if condidition using client script. Data base region contain saudi means make all the address field mandatory .The code i have used not working Fine

• Upgrade Zoho Flow Tasks in Zoho One is too expensive

  Hello Zoho Team, Recently, I've received increasing feedback from my Zoho One clients regarding their concerns about the pricing for additional app upgrades within Zoho One. The issue particularly arises when the limits included in the standard package

• Account not receiving any emails

  My account utsav@kvsocial.com is not receiving any emails since a week. I can send emails. I tried to send emails from gmail accounts and it's not seen on inbox or spam folders

• Possibly a stupid question: When I sync from Zoho CRM to Campaign, should I see those contacts in the Contacts list on Campaign?

  I have just initiated and completed a sync of my existing Zoho CRM contacts over to Zoho Campaign. It seems to have completed and synced around 500 contacts. However, those contacts do not appear in the All Contacts list (or any other list that I can

• Any way to download or export all attachments regarding a Vendor? (including payments)

  Hi, I upload all documents to Zoho Books, especially regarding vendors, including their "official" invoice (the vendors send their official ones to us) and our payment slips (proof of payment to them).  I need to be able to export all these files every

• Autoreply from alias

  How can I make sure an auto reply is sent using the email alias address the original mail is sent to rather than the primary email address on the account?

• Stock Discrepancy in Zoho Inventory (Warehouse vs Stock on Hand)

  Hello, I am facing an issue in Zoho Inventory related to stock discrepancies. We added an item to Zoho Inventory in 2020. Over the last five years, multiple products have been added, and stock-outs have also happened. However, in the logistics warehouse

• Field to count linked Products in Custom Module where record status is "Active".

  So, I'm having issues with this custom function. I'm trying to update a field each day, that counts active Virtual Products. I have a custom module called Agreement History where records for each service agreement are stored. In each of these records,

• Revert to Default Email Templates

  Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. Rachael

• Can't remove PayPal as a payment option

  I'm on the free version of Zoho Books and enabled Stripe and Braintree for CC transactions, Stripe for ACH transactions, and PayPal. I created a payment link and tested it by clicking into it, but I noticed that the only option that appeared in the link

• Stage-probability mapping feature in custom module

  Hi, I'm building a custom module for manage projects. I would like to implement the stage-probability feature that Potentials has. Is this possible?

• Bigin chrome extension for Whatsapp web

  Hi, several CRM's now are including a native conection with Whatsapp web for managing contacs directly in whatsapp web version. It would be extreamly helpfull not to be changing pages for adding info into the CRM. I'm sending a example of that that looks

• Integrating Client's Job Board with Zoho Recruit for Direct Applicant Tracking"

  Hi there! I have a question regarding ATS integrations. We are currently hiring for a client and would like to post the job on their website, but we need all applications to be directed into our Zoho Recruit system. Since they use a different ATS, we

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