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• Check Validation Rules all fields on Quick Edit on Record Details Page

  I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields

• 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

• Call transcrition working for ringcentral?

  I don't see anything about what telephony providers can be used. The Zoho support person A said that RingCentral isn't supported. Zoho support person B said that it works, just make sure the call recording link works. Excellent instructions here: Call

• 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

• Currency Field Does Not show commas upon entry - leading to inaccurate entries!

  Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

• ZMA v2 : Unable to delete a trigger from existing journey with several triggers

  I have multiple triggers on a single journey and need to delete one. However there isn't the function to do so, no delete icon or settings bar, no right click options of any kind. Every change I make affects all triggers ... How can I remove one of these

• Interbank transfers appear in Dashboard

  Hello. I notice that interbank transfers appear in both the incoming and outgoing part in the dashboard in ZohoBooks. This is not correct as it inflates both the incoming and outgoing, though the net effect offsets. Is there a way to avoid this?

• Why Remove from Workflow is button is not working?

  Hey, I’ve got this contact that’s currently in an active workflow, but I’m having trouble removing it. When I check the workflow, click on that specific contact, and hit the "Remove from Workflow" button, nothing happens. Do you have any idea what might

• 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

• Fixed Asset Manager items not on Balance Sheet report?

  Does the items added to the Fixed Asset Manager not pull in to report in the appropriate fixed asset categories on the Balance Sheet report? It seems only accumulated depreciation does (when run as accrual) but not fixed asset values.

• Auto Charge Recurring Invoices on their due date vs issue date

  Requesting to auto charge recurring invoices on their due date. We are B2B and a lot of customers want terms net 30, 60 or 90 but want the convenience of auto pay and it's in our benefit as well. Is this something that could be implemented fairly quickly?

• Commerce service

  If I am selling a service in Commerce, how do I turn off shipping?

• Zoho Recruit - Automatic email before expiry date

  Hi, how can we automate email going out to candidate if one of the 3 fields are 30 days or less before expiry? All available workflow triggers are update/create/delete based but I want this to be independent of any activity on candidates profile. Is it

• Add SalesPerson PlaceHolder in Notification

  We have the ability to include only Created By But for my use case I need the sales Person in the Email as well And the subtotal as well Please give us access to Sales Person and Subtotal Placeholders

• Mobile App Location Features (Check-in, Maps) Not Working for Tasks Related to Deals (Address Data Copied via Function)

  Hello Zoho Community, I'm facing an issue with the Zoho CRM mobile app's location-based features (like check-in suggestions or map pins) specifically for Tasks related to Deals. Goal: I want the mobile app's location features to work for Tasks related

• Not Able to access Api of Zoho Workdrive.

  I have Zoho One plan. And I am trying to use api of Zoho workdrive and Showing Invalid Client.

• Flex Your Creativity – A New component to Canvas in Zoho CRM

  Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen

• Create Funnel to Track Email Outreach Conversion

  Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

• Schedule Zoho CRM reports only on Business Days

  Hello, Is it possible to schedule reports only on business days ? We currently get daily sales reports on weekend which has no value since the sales team doesn't work on weekends. Thanks

• Presenting the brand new Zoho Bookings!

  Hello everyone, Greetings from Zoho Bookings! We're happy to announce a new version of our product with enhanced features to simplify scheduling, coupled with a sleek interface and improved privacy across teams. Here's what you can expect from the latest

• Zoho CRM - Rollup Field for "Total Calls TODAY"?

  Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made

• 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

• Feature Request Improve parent-child relationship visibility

  Hi team, The Parent-Child ticket feature is great, but I've struggled to see the relationship between tickets when using ticket list views. It would be a great quality of life enhancement for users if child tickets were nested under parent tickets in

• Company Name Update and Chatbot Customization

  We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,

• Zoho Payroll: Product Updates | April 2025

  At Zoho Payroll, we’re always working to make every payday feel effortless. And sometimes, that means listening closely to your unique needs. This month, we’ve focused on adding features that give you the flexibility to pay your employees based on your

• Creating task at someones date of birth

  Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?

• How do I do a formula to join two fields together like first name and last name into full name?

  Having issues with this in my custom module.  In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means.  I've tried to read the formula help guide but it's

• Zoho CRM in Microsoft Power Automate Custom Data Connector

  Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.

• How do i move multiple tickets to a different department?

  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

• validation function for Stage QC means QC Done fileupload field not empty on Save

  validation function for Stage QC means QC Done field field not empty . if the fileupload has value also it showing the false statement on save how i fix this Also one more concern is Custom validation function work on blue print transaction. ///this is

• Zoho Support - Again!

  I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• Map Contact to Account record based on email domain

  Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

• Edit Project Number?

  Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like

• 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.

• Canvas responsive preview in different browser window causes re-authentication/verification

  I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh the

• The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

  #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

• Second Insight - Let's talk Layouts

  The Wheels of Ticketing - The Desk Stories Let's talk Layouts What are layouts? Layouts refer to the arrangement or design of elements in a space, whether on a physical surface, like a room or a piece of furniture, or in digital contexts, such as web

• 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.

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

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