ご検討中の方

• Recent Topics

• Cross Module Filtering – Use Fields from Lookup modules in Custom Views criteria and Advanced Filters

  Hello everyone, Zoho CRM now enables you to achieve deeper filtering of records in a module, using fields of a lookup, thereby enhancing your data management experience manifold. This filtering based on lookup module fields is now available in advanced

• Recent enhancements made to workflow rules

  Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's workflows. We'll go over each one in detail, but for now these updates can be broadly categorized into two parts: Enhancements to workflow

• How do I get my cell height to auto adjust?

  I'm evaluating Zoho Sheet as a replacement for Google Spreadsheet. Using latest version of Safari, and experiencing the same issues in Chrome. A few bugs/things I can't figure out: Auto adjusting cell height when importing from Google Docs or creating a new document Turning off the auto date formatting for X.Y.Z where they are all integers.. (This is extremely important, as our requirements are written as outlines.. "X.Y.Z" corresponds to a requirement ID.. which is then turning into a date) The

• Marketing Tip #36: Optimize your online store for AI search

  Search is changing fast. Along with traditional search engines, AI-powered search and recommendation experiences are becoming a bigger part of how customers discover products online. Stores that are well-organized, descriptive, and consistent are more

• Create a "My saved custom themes" section in Zoho Forms

  Hi! I created lots of forms for my company that we embed on the website with a custon design. It is a pain not to be able to save a custom layout as a template and just not to have to do it again! So could you add a gallery like : "My saved themes" ?

• Automating CRM backup storage?

  Hi there, We've recently set up automatic backups for our Zoho CRM account. We were hoping that the backup functionality would not require any manual work on our end, but it seems that we are always required to download the backups ourselves, store them,

• Introducing Spotlight Forms

  Hey form builders! If someone opens your form, sees the wall of fields ahead, and quietly closes the tab. It may not be because the questions were hard. It could be because the experience felt like too much. Which is why we have now introduced a new form

• BUG and HANGUP - Add Row with Fields DOUBLES the amount of rows instead of Adding Just 1 Row

  As it says in the title, there is a bug with forms generated with Zoho Writer where the Add Row With Fields ends up DOUBLING the amount of rows instead of Adding just 1 row.

• Forms cannot be accessed.

  https://forms.zoho.com/ is not available, please help to fix

• Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community

  Chers utilisateurs, Un nouveau mois se termine au sein de la communauté Zoho France. Découvrons ensemble un résumé des activités du mois de mai. Quatre ans après son lancement, Zoho Marketing Plus continue d’évoluer avec une ambition claire : offrir aux

• [URGENT] Cannot access Functions tab in CRM

  Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it is

• Important changes to note for Zoho Sign users in Saudi Arabia

  Dear Zoho Sign users, If your Zoho Sign account is hosted in our Saudi Arabia data centre, here's an important update on digital signature certificates in the Kingdom of Saudi Arabia. What's changing Going forward, the "Sign via Zoho Sign" option will

• Zoho Desk MCP doesn't expose all functions

  Hello, I'd like to be able to draft (rather than send) ticket replies using Claude Cowork. However, the Zoho Desk MCP doesn't currently offer that, despite it being available in the API (https://desk.zoho.com/DeskAPIDocument#Threads#Threads_DraftEmailReply).

• Number of Reopn

  Hi Zoho, Is there any appropriate API call for This URL "http://support.zoho.com/api/v1/dashboards/reopenedTickets?...." what I thought is the resulting output of this call has data for number of reopen... "https://desk.zoho.com/api/v1/tickets/" + Ticket_ID

• Can I use merge tags with a conditional clause?

  Similar to Mailchimp's "IF / ELSE / ENDIF" functionality, I want to be able to display a sentence with a personalised field only if that merge tag is not empty for the given record. Is this possible on Zoho Campaigns? See http://kb.mailchimp.com/article/how-do-conditional-smart-merge-tags-work for how it works on Mailchimp. Thanks Phil

• Question - why no way to input a 'tool description' and 'tree of 'tools'

  Every business is different, with different business processes. To be truly useful Zoho MCP needs to have user editable tool descriptions (or ruleset) and a 'tool tree' so that the LLM is context aware when being used. For example, the tool description

• Personalize your booking pages with Custom CSS

  Greetings from the Zoho Bookings team! We’re introducing Custom CSS for Zoho Bookings, designed to give you complete control over the look and feel of your booking pages. With this new feature, you can upload your own CSS file to customize colors, fonts,

• CRM API v9?

  v8 has been around for a while. any plans / estimates for v9?

• Calendar report with order options and more quick view templates

  I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting

• Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

  Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

• Zoho Books and TRAINING SALES receipt label for eTims?

  Hi, Can Zoho Books implement TRAINING SALES receipts and push them to eTims for test? In other words how can we send to Zoho or even create in Zoho training mode invoices and TEST the workflow POS>Zoho Books>eTims and back without actually registering

• How do I post a new question in Zoho Community forums?

  Hi everyone, I’m new to the Zoho Community and I’m trying to figure out how to properly create and publish a new topic in the forum. When I visit the community page, I can’t clearly find the option like “Add Topic” or “Post Question.” Could someone guide

• Any Zoho Books users in the Kenyan Hospitality industry? How to set service items for eTims?

  Hello, We are opening a coffee shop in Kenya and would like to know if there are any Zoho books users in hospitality service industry in Kenya? We would love to know: 1. how do you cope with the absence of the mandatory Tourism Levy 2% tax option? 2.

• Cloning Item With Images Or The Option With Images

  Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

• Zoho Books | Product updates | May 2026

  Hello users, We're back with the latest updates and enhancements we've rolled out in Zoho Books. From sales tax automation to scanning receipts for free, explore the updates designed to upgrade your bookkeeping experience. Sales Tax Automation [US & Canada

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Request to Update Billing Information and Payment Method

  Hello, I’m using Zoho and I would like to update the billing information and change the payment card to our company card. Could you please let me know how I can do this? Thank you in advance for your help.

• Zoho Analytics "Esc" key problem

  I frequently use the Escape (Esc) key while building dashboards, reports, and writing SQL queries. Since the recent updates to Zoho Analytics, the Esc key no longer behaves as expected. When writing SQL queries, pressing Esc to dismiss a suggestion now

• Zoho Analytics Filter Bug

  I encountered a bug where typing the letter "A" in the drop-down filter of a table or query table causes the drop-down to close unexpectedly. For example, when typing "Today", the drop-down list closes as soon as "a" is entered. I tested this on another

• Using Email Triggers on Zoho Flow

  Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when the

• How to customize the "Placeholder Text" separately from the "Field Label" on the Booking Form?

  Hi, I am currently customizing the Booking Form for one of my Workspaces in Zoho Bookings, and I need some help adjusting a custom text field. Right now, when I create a custom text field, the gray "placeholder text" inside the text box automatically

• Why don't Zia agents support file uploads?

  I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting their

• Pasting Images in Zoho Desk ignores cursor location

  My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,

• 'Pinned' notes feature of a pipeline record

  Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more important

• Announcing new features in Trident for Mac (1.37.0)

  Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Import EML archives directly into Trident. You can now import EML archives into

• #10 Bill While You Sleep

  A consultant is reviewing last month's work. Client meetings? Done. Deliverables? Sent. Support requests? Resolved. Then they realize something. "I have completed the work... but I haven't billed the client yet." The work was completed. The client was

• Access images from form submission in power automate

  Images from form submission show up as links in power automate. How do I access the image data?

• Kaizen #245 - Real Time Signal Alerts for High-Value Abandoned Checkouts

  Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, Zoho

• Unable to attach Fillable File Upload field to Merge Template ever since UI update

  Ever since the new UI update, the field for Attachments for sending document for Signing in Writer has had an issue where trying to add a Fillable item in the Attachment field ends up always becoming a "Choose a File From Drive" option instead. No matter

• Latest updates in Zoho Meeting | An improved Analytics tab and user interface, an invite pop-up revamp, an enhanced Zoho Meeting iOS app, a recording feature in the Android app, and more

  Hello everyone, We’re excited to share a few updates and enhancements in Zoho Meeting. Here's what we've been working on lately: Improved analytics for meetings, an invite pop-up revamp, a multi-video feed interface in the iOS app, a recording feature

• Next Page