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• How to associate a document sent in Zoho Sign with an deal in the CRM?

  Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document

• Introducing Linkthread by Zoho Social — our new link in bio tool

  Hey everyone, We hope you're all doing amazing. We always love bringing features and tools to make your social media marketing journey easier, and today, we've got a brand new tool that we'd like to introduce to you. We know how important it is to make

• Ask the Experts 18: Supercharge Self-Service: Simplify Support, Empower Customers!

  Welcome to the Ask the Experts Session 18 focusing on Zoho Desk’s Self-Service features! With the AI buzzing around like busy bees, ever thought of how you can incorporate AI into Self service? Explore how Zoho Desk's Help Center, Knowledge Base (KB),

• Group Sales Inbox with subfolders

  I am looking for the most effective way to create a group inbox.  I am exploring Zoho coming from a CRM where we have a group sales inbox, which is divided into 3 subfolders depending on which language the sender is sending the mail to.  We have an English, Spanish and French email address where,each message is going to one of the subfolders in the main sales inbox. I have only been using the Zoho system for a few days and am trying to set it up the most appropriately and would like to know how this

• Folders inside Inbox

  Hello, Is there any way to create folders inside an Inbox in Zoho TeamInbox?

• Op zoek naar professioneel dakwerk in Lochristi?

  Bij Kevin Dakwerken Lochristi ben je aan het juiste adres! Wij bieden een compleet aanbod aan dakdiensten, van nieuwbouw tot renovatie en herstellingen. ✅ Dakrenovatie & Dakisolatie – Bespaar op energiekosten met een goed geïsoleerd dak. ✅ Platte en Hellende

• Zoho marketing hub integration with WordPress WooCommerce

  Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

• Reporting tag as mandatory

  Why we can't set it as mandatory once we need to input it to get the budget affect?  

• Is it possible to change default payable account for a bill?

  We have a case where we need to change a bill account from the default accounts payable to another account (it can be current asset or current liability, depending on the case). However, Zoho Books has set default account for bills, (accounts payable)

• Zoho Sign up forms on Wordpress website not working smoothly

  We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• Using Snippets in Comments

  One of our Agents asked about using snippets in comments. We don't see this as an option at this time, only in reply mode. Is there a way to enable this?

• Global Search Custom Field

  I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results

• Unparsable Date when hour side is 02

  So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We have

• comment dedicated to specific cell?

  We have built a sheet for a customer, in which they can add comments to specific cells. However, when we filter the sheet it seems that the comment does not stick to the content of a cell, but the cell itself. Resulting in us not knowing to what the client

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

  Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Recruit account. Effective 31st March 2025, emails sent using email addresses

• Can't add company logo and favicon as a superadmin

  I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?

• Public links for WorkDrive files

  Our company is considering building an app with Creator that allows one to upload files into the WorkDrive through a Creator form, simultaneously collecting information for a content database in Creator. Ideally, we'd like to centralise the entire workflow

• Creator to WorkDrive workflow | Missing "Upload file" WorkDrive action in Flow or not?

  I am trying to build a Creator app with a form through which files can be uploaded to WorkDrive and simultaneously added to a Creator database. As far as I understood, automating this Creator-WorkDrive workflow can best be done with Flow, offering greater

• How can I edit the Picklist History?

  I was working with some custom functions in CRM that inadvertently triggered unwanted changes in a picklist history for the Accounts module. It is absolutely essential for the business that I roll these changes in the subform back because they throw off

• Zoho Desk Partners with Microsoft's M365 Copilot for seamless customer service experiences

  Hello Zoho Desk users, We are happy to announce that Zoho Desk has partnered with Microsoft's M365 to empower customer service teams with enhanced capabilities and seamless experiences for agents. Microsoft announced their partnership during their keynote

• how to send recurring estimates instead of recurring invoices

  Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number

• Petty cash discrepancy

  How do I record a petty cash discrepancy? We had money go missing and need to document that in the books, but I'm not sure how to put that in. It's not an expense, just a loss of cash.

• Alternative / optional Position

  How do you create an alternative position or an optional position (article) in offers?

• Option to copy/duplicate Custom Ticket views

  Hi Team, Hope you're all well. I was wondering if you would consider a feature on Custom Ticket views: The option to copy or duplicate an existing custom ticket view It would help tremendously for views with a lot of criteria that could be reused multiple

• 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

• Announcing new features in Trident for macOS (v.1.6.0)

  Hello everyone! Trident for macOS (v.1.6.0) is here with new features to elevate your workplace communication and productivity. Let's take a quick look at them. Create filters from emails . In addition to creating email filters from Mail Settings, you

• Changing Color Theme of Guided Conversations

  Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!

• How do I add new line and format text in zoho desk ticket?

  I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket.  I need to find: Adding a new line and adding bold text,

• zet pack not working

  We are using the zet pack command to package our Zoho extension. However, after running the command, the extension gets packed, but the resulting package is empty. We've attached a screenshot for reference. Could you please assist us with resolving this

• Disable Default Value in Multi-Select field

  Hello, Is there a way to disable the default value feature when setting up a custom Multi-Select field? When creating tickets I would like it so there isn't a value pre-selected in the multi-select custom field that was created.

• How to configure Choice-based Field Rules??

  I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXs

• Custom module system name

  Is there a way to define custom module system name? Currently it's something like `CustomModuleX` This is different to API name or display name.

• Line formatting in data coming from Zoho Flow

  I have a flow that creates a zoho desk ticket. The text is not formatted with line breaks once it arrives at Zoho Desk. How do I force line breaks?

• There is no opton to download the Active User list in Zoho CRM Of users

  There is no opton to download the Active User list in Zoho CRM of Users

• Session recording PageSense Blank Layers using Canvas

  Hello, We have implemented page sense in our SaaS platform and there are key elements on the pages that are not being show in the recordings. For example, the lower section is a map canvas using webgl and the upper section is a timeline style canvas.

• Help with Tickets Endpoint

  Hello Team, I am using the ticket lookup endpoint to retrieve the list of tickets associated with a particular account. GET https://desk.zoho.eu/api/v1/accounts/{accountID}/tickets I want to know if there is a way to filter the tickets to retrieve only

• Why is my deluge code not executing properly? (New and learning deluge)

  I'm trying to update a sales order number through deluge for an automation I'm trying to build. What is wrong with it? /* replacing SO with SOR for sales order pre-fix */ SO = salesorder.get("salesorder_number"); replace = SO.replaceFirst("SO","SOR");

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Flow based on New Deal - layout field problems

  Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout.  In my Zoho CRM, there are two types of Deals (separated by layout).  For my Flow: Trigger on New Deal Then, I call 'Fetch module entry' as I am trying to grab the Deal's layout. As I process through my logic, I have a Decision based upon the Deal's layout. However, within the 'Fetch module entry', I had to specify the Deal's layout so all Deals added (no matter their actual

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