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• HTML formatting in task comments

  A few people have asked about using color-coding, bullet points, numbering, bolding, or italics in task comments. Is this a planned feature for the future?

• Zoho CRM Forecast - Exclude certain Deals

  We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our

• Unified customer portal login

  As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Zoho Payroll's USA and KSA editions are available in Zoho One!

  Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho

• Adding google reviews

  HI , is it possible to add my google reviews to my zoho website ? Thank you 

• Introducing Version-3 APIs - Explore New APIs & Enhancements

  Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,

• Create and save user-specific filter views with Zoho Sheet

  The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If

• Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit

  Dear Customers, We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM. You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can

• Currency fields and decimal places in CRM email templates

  Hi, How do I get more than the standard 2 decimal places showing in a Currency field, on an email template? In the Layout for my Currency field, it is set to 6 decimal places. I want to show up to 6 places in the email template (unrounded). See attached

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(4/24)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 4月開催のZoho ワークアウトについてお知らせします。 今回は初めて渋谷にて「リアル開催」します！！ ▷▷詳細はこちら：https://www.zohomeetups.com/Zoho20250424 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

• An update to improve email delivery | Email Authentication & Relay

  Update Rollout For Trial Users (signed up on or after April 8, 2025) If your email-sending domain is not authenticated, all emails will be sent from Zoho Recruit's authenticated domains by default. This update is now live across all data centers. Once

• Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.

  All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building"  or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,

• Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

  I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").

• 10 workflows automatisés pour booster votre conversion

  Le parcours client n’est plus une ligne droite. Aujourd’hui, les acheteurs prennent le contrôle : ils explorent les réseaux sociaux, consultent des avis, visitent des sites web et interagissent directement avec les marques. Ils ne se contentent plus d’écouter

• How to Update custom Fillable Fields via Zoho Contracts API

  Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.

• ABILITY TO LOG INTO CUSTOMER PORTAL

  I think it would be very helpful to have a button in Zoho Books to be able to see the customer portal so we can see what they see to help them navigate through the portal. Many times, the customer will call about the portal, but without visibility into

• How to get the call recording external ID via desk API

  I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

• Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

  With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.

• Article Numbers for KB articles

  Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

• Como se guardan las imagenes que se cargan desde el Zoho Forms a Drive o Workdrive

  ¿Cómo puedo usar Zoho Flow para tomar un archivo subido en un formulario de Zoho Forms, extraer su ID de la URL y luego copiar ese archivo a una carpeta específica en Zoho WorkDrive de manera automatizada?

• Zoho Projects API - Searching Projects by Custom Field

  Hi How can I search all projects by a custom field? I can confirm that using the search_term parameter as documented here does not work for me: https://www.zoho.com/projects/help/rest-api/search-api.html#alink3 My search term is "22424", which corresponds

• Leave request for 0 hours is registed as 24 hours

  I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a

• Seeking Business/Operations Analyst with Strong Zoho Creator Skills

  Job Title: Business/Operations Analyst-Zoho Creator Specialist Location: Kansas City, MO (On-site) Company: SkyMark Refuelers About Us: SkyMark Refuelers is a leading manufacturer based in Kansas City, known for delivering high-quality aviation fueling

• Limit POP Downloads to Inbox?

  Hello, When I connect to and download email from my account using the POP3 protocol, it appears that it's also downloading email from my Sent mailbox. Is there any way to limit the POP downloads to Inbox emails only? Thanks!

• Recurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer

  I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappear

• How Can I change admin account Email?

  Hi, I want to change admin email address for my account (I'm using Zoho Mail). How can i do this? Thanks!

• Free Plan mail accounts details

  In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

• Can't remove old phone number from Zoho email account and add a new one?

  Every time I try to add my new number it supposedly sends me a code which I never get and I still don't know how to remove the old number.

• Many Deals to one Contact - Syncing issue

  Hi, In our CRM we have multiple deals to a contact. We have a field in deals called "Contract Type" - sometimes they are "business" and sometimes they are "personal" deals. I want to be able to send different emails to contacts depending on this field.

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• How to integrate single-sign-on using Linkedin in Zoho Creator

  How to integrate single-sign-on using LinkedIn in Zoho Creator need step by step integration.

• Stage-Probability Mapping

  How do I answer this question in analytics? What is the Closed-Won percentage of all Deals that reach a given stage? Another way: Of all Deals that reach a given stage (eg. Artwork/Price Quote), what percentage of them become Closed-Won? I want to populate

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• What’s New in Zoho Expense: January - March 2025

  Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January

• Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

  Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to

• Onboarding Zoho sign documents?

  I was wondering something about using the Zoho sign integration with the candidate onboarding process. We set up the entire onboarding process and we have added documents that the candidate needs to review and sign digitally using Zoho Sign. This part

• Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

  Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

• DKIM record Missing

  zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?

• zohomail - sending faxes via email using thexxxxxx@faxage.com format

  anyone doing this? zohomail - sending faxes via email using thexxxxxx@faxage.com format we do every so often send faxes using faxage.com

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