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• One Place for All Your Automation Needs

  All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

• 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-

• header and footer for templates

  Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois

• Simple Text Search Function

  Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

• How to validate Rich Text in Zoho Creator! Urgent!

  Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert

• Rich-text fields in Zoho CRM

  Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

• Introducing the Reviews sub-module in Zoho Recruit

  Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

• We need customizable sub-form layouts

  Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously.  The administrator

• Fetch function not working for CRM Contacts

  I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but

• How to add a discount (percent %) field?

  My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"

• Automate Pricebook per Customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Automate pricebook per customer

  Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

• Client Side Scripts for Meetings Module

  Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

• Document Tracking

  Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

• Apply partial payments to invoices from the Banking Module

  We need this! Why is this not possible?

• Setting admin only field values in widget

  Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?

• Forecast UI improvements

  Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

• Missing services/ features / buttons

  Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

• Global Sets for Multi-Select pick lists

  When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

• [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Staff Tracking in

  Hi , I would like to see what activity my staff does over Zoho CRM and over Zoho Mail . I need to know which deals in CRM haven't been touched or had an activity on by a particular staff member . Basically need to establish what work.gets done by WFH

• Is there a way to force a page refresh after changing a Subform via Workflow / Function?

  I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain

• Allow non admins to create folders

  I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?

• Episode I : Exploring the World of Custom Functions in Zoho Desk

  Hello Again! Welcome to an Automation Adventure in the World of Zoho Desk Join us on a journey to explore how custom functions can enhance and extend the capabilities of Zoho Desk. Automation is everywhere. From robotic arms assembling products on factory

• Add picklist in subform lookup

  Hello, I am trying to rewrite a script that works on a from as parent form, to the same form when is is a subform. Here is what I did in the form itself : RefCat = Offre_de_produits.distinct(Categorie_OFFRE); clear Categorie_LIGNE; for each Record in

• Free Webinar - Overview of Zoho Sign and latest updates- May 2025

  Hello there! What's the digital alternative to endless paperwork? Zoho Sign. Designed for digital-first businesses, Zoho Sign is a complete digital signature solution with powerful features and seamless integrations that streamline your entire workflow.

• Multiple Forecast configurations

  Hi all Is it possible to have multiple Forecast Configurations? That is, not just multiple forecasts, but rather different forecasts assigned to different configurations? The use case here is that we currently have the Forecast module configured for Revenue

• Discussions from Ask The Experts 19: Inside Zoho Desk Spring Release 2025 : Zia in Focus

  Hello everyone, We had insightful discussions in both the sessions of Ask the Experts(ATE) 19, diving deep into engaging conversations around Zia and the spring release. Your enthusiastic participation and thought-provoking questions brought the sessions

• Basic campaign set-up

  I have been trying hard to get Zoho CRM and Zoho Mail connected, but somewhere I seem to have wires loose in my brain. I'm not winning. Could anyone just show me (1) how to set up a scheduled email campaign (test to only six internal staff), (2) how to

• Add template Categories Qoutes sendmale

  Is there other way to add other template categories in sendmail qoute?

• What’s New in Zoho Inventory | April 2025

  Hello users, April has been a big month in Zoho Inventory! We’ve rolled out powerful new features to help you streamline production, optimise stock management, and tailor your workflows. While several updates bring helpful enhancements, three major additions

• Remote Control Functionality During Screen Sharing in Zoho Cliq

  Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

• Report categories not appearing in pie chart

  I have created a simple report to display all of the accounts in our CRM in a certain region, broken down by their 'account type' field. I have displayed this data as a donut chart Highlighted in red in the top left, you can see there are a total of 968

• Asking for the implementation roadmap or step-by-step guide

  Hello everyone, I'm a freelancer who's been hired to implement Zoho CRM for a client, and I want to make sure I approach this correctly. Could someone kindly share a comprehensive implementation roadmap or step-by-step guide that covers all the essential

• 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

• Custom Function to Format Phone / Mobile numbers in Australian Standard format

  So I got sick of phone numbers being formatted incorrectly and Zoho not doing anything to standardise phone numbers to meet E.164 formats. So I went and coded my own function to fix this. And figured I'd share with the community This is specifically for

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• Automatic needs analysis for the Deals module

  Good day, I need to get the following functionality in the Deals module: 1. add a Analysis of Customer Needs (ACN) to each transaction 2. the ACN must have a unique number, preferably automatic 3. the ACN must link to the Deal 4. the ACN is completed

• Color of Text Box Changes

  Sometimes I find the color of text boxes changed to a different color. This seems to happen when I reopen the same slide deck later. In the image that I am attaching, you see that the colors of the whole "virus," the "irology" part of "virology," and

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