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• Which WhatsApp API works seamlessly with Zoho CRM?

  I’m exploring WhatsApp API solutions that integrate seamlessly with Zoho CRM for customer communication, lead nurturing, and automation. I would love to hear insights from those who have successfully implemented WhatsApp within Zoho CRM. My Requirements:

• Zoho Desk app update - Reply via email option for IM tickets

  Hello, everyone! We're excited to introduce the 'Reply via Email' option for IM tickets, in the latest version of the Zoho Desk Android(v2.7.4) and iOS(2.9.5) app update. You can now respond to IM-based tickets via email within the mobile app. This feature

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• Zoho Meeting Android app update - v2.4.0

  Hello everyone! We are excited to announce that we have brought in support for the following features in the latest version of the Zoho Meeting Android app(v2.4.0): 1. Start Personal Meeting Rooms 2. Revamp of the schedule meeting screen and meeting details

• Upload and embed a video into an article?

  How can we upload a video and embed it into an article? It is possible for images but this only supports image files. And don't say it has to be uploaded to YouTube, Vimeo or DailyMotion in order to embed it. We're trying to create company documentation

• Zoho Recruit in 2025

  Hi Zoho team, Is it possible to disclose what is on the roadmap for Recruit in 2025? In comparsion to other ATS options available, Recruit is falling behind. Within the community there are endless request and suggestions from users on feature which would

• Mass Update Status of Job Openings

  It'd be incredibly useful to be able to mass update the statuses of job openings. I've just been told six jobs are on hold with the same client, so at the moment I need to update all of them individually. Cheers

• Canvas View in Zoho Recruit

  Is it possible or would it be possible to have the new 'Canvas View' in Zoho Recruit?

• This mobile number has been marked spam. Please contact support.

  I am having problem of adding my mobile phone number to my account, while enabling the Zoho mail service. I have tried my personal number, working number, and even my parents number and still got the same error "This mobile number has been marked spam.

• Create Ticket ignores a list of "secondaryContacts"

  Hi, we're trying to create a ticket, with a contact to be a CC. According to the documentation, it should be a list of IDs in "secondaryContacts". But when the ticket is created, it returns an empty array. Has someone tried it? Thanks for any hint. BTW

• Error when trying to categorize bank transactions

  I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select

• Why there is "Failure" after the "Answer bot" card

  Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid this

• Kaizen #177: Duplicate Check Preferences API vs. Upsert API

  Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two important APIs for managing duplicate records in Zoho CRM - Duplicate Check Preferences

• How to block a WhatsApp user for sending spam

  Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

• Sales receipt drop down

  Is the option for Sales receipt only in a paid subscription? If it is which subscription, if it is not how do I get it up on my drop down sales tab.

• Restrict SalesIQ Account Notifications to Admins

  Dear Zoho SalesIQ Team, We appreciate the continuous improvements in SalesIQ. However, we have noticed that all users, including employees who do not have admin privileges, receive certain account-related notifications—such as the recent splash screen

• 5 powerful ways to boost e-commerce customer engagement with Zobot

  E-commerce has been a game changer for the past decade. It has drastically influenced the way people purchase. This pandemic broke all the existing rules by embracing automation and making the customer experience more personalized. Chatbots play a crucial

• Access Sales Order line Items in Deluge

  Does anyone have a Deluge snippet that shows how to access an Order_Items from a Sales_Order? Thanks in advance! Brenedn

• Progressive Discounts

  We need to be able to apply more than one discount after the sub total. How would we go about doing that in zoho books and zoho inventory?

• How to select alternate invoice email notification template

  When we reissue an invoice, we want to send a different notification email. I am able to set up the alternate email body using Email Notifications/Invoice Notification settings, but I can't figure out how to attach that template to a specific invoice.

• Create/Update Query Tables through API

  We need an API to edit the query tables. Currently if columns are added/removed from a normal table, we have to edit the query tables made on top of that table manually to reflect the changes. We want to automate this task to automatically update the

• Is there a way to programmatically open the zoho business chat?

  I'm integrating business chat into my website. Is there a way to programmatically trigger opening the chat?

• Mass Change Start Date in Recurring Invoice

  Need a way to update start date for large number of recurring invoices. Either bulk update option for that field or an import function with the ability to set "duplicate handling logic" (like when importing customers) so that one (or more) field can be

• How Do I Refund a Customer Directly to Their Credit Card?

  Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

• Zoho Books Invoices Templates

  It would be really helpful to have more advanced features to customise the invoice templates in Zoho Books. Especially I´m thinking of the spacing of the different parts of the invoice (Address line etc.). If you have a sender and receiver address in

• Backup & Restore

  We need a better tool for comprehensive data back-up and restore.  We are investing in Zoho Books as a tool to run our business and the data we input into the system is vital so having comprehensive and regular backups is not only key but a fundamental requirement for any responsible business.  The current backup system does not provide complete data backup and the process to import the data is also flawed. Exported files size are larger than the allowable import size Some exported files have different

• Zoho Books Custom Views do not allow "Empty" and "Not Empty" to be evaluated in criteria

  In Zoho Books, we can create a custom view for most modules (like Invoices and Bills), and we can try to specify a criteria. However, we cannot evaluate in criteria whether a field is empty or not. This is very bizarre! Every type of criteria across all

• Allow Option to Modify Check Voucher. Need Additional Columns from Bill

  We really want to add a custom field/value from a Bill to the check Voucher. Is this possible? If not, why is there such a restriction? We are having an admin hand write information on all the vouchers, even though the information already exists on the

• Restrict Payment Methods

  Allow us to restrict certain payment methods specific for each customer.

• Zeptomail Support

  My zeptomail was blocked and i was notified to contact support. I have opened five tickets and no one is responding to my queries. I went through possibilities of the block and discovered the issue was due to suspicious mails sent through one of the mailagents.

• Multi Select Between Modules

  Hi, I'm not sure if this is possible, but I want to "import" or "mirror" the multi select options from one module to another. For example... I have Module "Clients" with a Multi Select Field of "Enrolled Services" I also have a Module "Services" with

• How to export customer contacts from Zoho desk

  How to export customer contacts from Zoho desk

• Clarification on Lead Score Breakdown in Zoho Marketing Automation

  Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed

• How can I disable Zoho Business chat from spamming Chrome's console logs?

  I don't want Zoho logging to console. Here's what it's logging: STOP! vendor.bd5618bc1416dabeac98_.js:45 This is a browser feature intended for developers. Do not enter or paste code which you don't understand. It may allow attackers to steal your information

• Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat

  Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing

• Delay Function

  Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,

• Access Multiple CRM Accounts With Single Sign-on

  Hello everyone, We are happy to announce that Zoho CRM now provides multi-organization support. What is multi-org support? In order to ease login and access to multiple Zoho CRM accounts, we came up with multi-org that allows users to use same email address

• Bad change: Zoho Notebook Android app requiring Google Play Store login

  I have been a Zoho user for a decade or so, and a One subscriber for several years. There are always areas for improvement, but on the whole, I've been quite happy with it. A big part of my choice to go wtih Zoho is that I value data privacy, and try

• SalesIQ Channel Icons for Ease of Reference

  Hi, team! It would be neat if on the mobile SalesIQ app, similar to its web counterpart, we could see the unobtrusive icons for social media channels for all chats. Now that I have multiple such channels (so cool!), it helps visually separate them, seeing

• Option to Re-order from past orders

  Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

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