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• Recent Topics

• Auto-sync field of lookup value

  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

• ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

  Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

• Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

  Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

• Parent-Child Tickets using API or Deluge

  Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

• Spotlight series #7: Path animation

  Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

• Generate Unique Customer ID for Each for All Contacts

  Generate Unique Customer ID for Each for All Contacts

• Zoho Thrive is getting a revamp: Here’s what’s changing

  We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Zoho Forms to Zoho Projects

  Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?

• Quick resend/One-off send function

  Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Workdrive - copy permissions

  I am trying to customize sub folder, which I understand fully from below https://help.zoho.com/portal/en/kb/workdrive/team-folders/manage/articles/customize-folder-permissions-in-a-team-folder#Customize_permissions_during_folder_creation However I want

• campaings flagging domain error but crm says OK

  campaings flags error with domain buy crm says notig wrong - this is new, help

• Zoho Books - Currency Conversion

  I am trying to convert all the transactions into another currency such as converting multiple currencies into global USD Currencies. How Can I do this ?

• Changing Default PDF Name

  Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

• Sum Total of various fields in child module and add value to parent module field

  Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

• Singup Form Embed code won't load

  I created a new signup form, and can't seem to get the code to load in to make it usable. It is constantly stuck with the loading image. The only code I can access is the iFrame code.

• Workflow : Update a multiline text field

  Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks

• how to prevent double entry

  How to set up a form so that someone cannot fill it out twice or more Thanks a lot

• "The data you have entered already exists" when trying to create contac@mydomain.com

  Hi all, Our domain is ananasjuicebar.com. Working as admin in the control panel: When I try to add the email account "contact@ananasjuicebar.com" I get the error: "The data you have entered already exists" I've tried creating a new user or creating a new group with this address associated. To my knowledge this address has never been added and I can also not find any reference to it. (Shopify used this address to send customer notifications BEFORE setting up Zohomail.) Any ideas? are there any restrictions

• Incoming Emails Are Delayed by 20 Minutes

  Emails are showing up in my Zoho email 20 minutes after they were received. Is Zoho having problems with their servers at the moment? This started happening about 3 weeks ago.

• Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

  Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,

• CERTIFICADO DIGITAL - BRASIL

  Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?

• Xcode 16.2

  I am facing multiple bitcode enable issue with Zoho. Which version is compatible with xcode 16.2 or version with out bitcode Flutter 3.27.4 pod 'ZohoDeskPortalCore' pod 'ZohoDeskPortalServices'

• Sharing shreadsheets

  My wife and I each have zoho accounts. If She creates a spreadsheet and shares it with me using my email that is associated with my account, zoho shows a warning that I do not have a zoho account and the only way I can access this file is via the link

• Currency Data Type Issue

  Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because

• Filter Vendors/Suppliers from Campaigns

  We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no

• Zoho one web page are not available

  Why I am not able to enter to zoho one web page?

• Automatic Pick LIst

  The pick should have the feature to send you to the FIFO location and tell you from wich bin you should get the product. Depending on FIFO LIFO or what we choose

• Picker users

  Hi FOr bin location we are starting to use Android app. The users are allowed to chance the asignee, but they are the Asigneed persons. We should have the avility to choose or setup these fields.

• Portal permission for report only

  Hello, I have a hard time setting portal permission for my users. I have a form that is an order subform for items. I use that subform to create a filtered report for sellers to see their own orders, but at the same time I have to give them access to

• Zoho Inventory MobileApp compatible with barcode scanners such as Zebra

  Hi, Although the Zoho Inventory App is working with a scanner mode taken directly through the cell phone which I do not consider it as efficient, I would like to know when are you planning an update on the app so it can be compatible with bar code scanners

• Field Validation and Profile restrictions bypassed using Mass Actions

  We have a Validation Rule that prevents ticket closure if the "Subcategory" field is blank. This has been working fine, but recently we noticed a few tickets per day somehow being closed without a "Subcategory". Upon further investigation we found the

• Undelivered Mail Returned to Sender

  commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva

• Creating Email template that attaches file uploaded in specific field.

  If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

• Any Companies using HubSpot for Marketing integrated to Zoho CRM ? - Looking for Feedback

  Our company is using HubSpot for Marketing looking at moving from our presently working Z-CRM to hubspot for CRM. I am looking for any companies that are successfully integrating HubSpot Marketing functions with Zoho CRM. Upsides/Downsides/Effort/etc.

• Multicolumns fields for native forms

  It would be nice to be able to create forms with multiple columns. Currently, each field occupies a single column, which makes a fairly complex form seem too long.

• Customize Thank You message for native forms

  While it allows me to add a personalized message when completing a form, it would be nice to be able to customize the title (Thank You) and the button text (Close). In my case, the page is in Spanish, and those texts are in English, so I can't edit them.

• Customize forms validation for native forms

  I'd like to be able to edit and/or translate the validation messages of a native form. My page is in Spanish, but the messages appear in English, and I couldn't find a place to edit what I want to display. Perhaps they can be edited when adding fields

• Assign values to hidden fields in native forms

  It would be great to be able to assign values (static or dynamic) to hidden fields in a form. Currently, I can only assign a value via the URL. I currently have a form integrated with a webhook, but I don't have a way to send useful form data as parameters,

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