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• Recent Topics

• Creating packages according to actual shipping processes

  Hi community. I would like to ask a question to see if there's a better method or workflow for the creation of packages in Zoho Inventory. There is a little confusion in some of Zoho's language relating to the use of term Packing Slip when connected to

• E-invoicing setup not completed in Zoho Books

  My status on the EmaraTax portal appears as linked with Zoho. However, when I try to complete the setup on the E-invoicing tab in Zoho Books settings, I receive an error saying: "E-Invoicing could not be enabled as the FTA portal is currently unreachable.

• Bank Feeds - Again

  Bank feeds broken again for me. I don't see other recent posts on this, so maybe it's just us? Tried: refresh update cred/ deact./react. feeds chat support Nothing. On day 2 without zoho as a result, which is crippling for us. We've used zoho for a year

• Widget Height were destroyed

  All widget heights in the Details Canvas view are broken.

• Set same ticket Threshold for Agent-Level Thresholds

  I am creating Agent-Level Thresholds for agents to auto-assign tickets in a Load-based Round Robin rule. I am unable to set the same number of Open tickets for agents when setting their Thresholds. For exampel: Agent 1 = 10 Agent 2 = 25 Agent 3 = SHOULD

• Grouping by Stage *type* in widgets

  Hi Can I ask for a new feature? I'd like to be able to group by stage type in a Deal widget. That is by whether the Deal is in an Open Stage, a Closed Won Stage, or a Lost stage. Currently I can group by Stage, but if we have 10 open stages and one Closed

• Sharing View Only Portal

  Im looking at Youtube videos on how to share a view only link to my projects. Everyone has the screen with Manage Users. I don't have it. Is that an old version or new version? I can't see how to send a view only link to clients. There is a Profiles and

• Issue with QES via Smart-ID/eParaksts

  Zoho Sign support is completely unresponsive, so I will try to post the problem here. Our account settings have LTA disabled, but when processing QES via Smart-ID/eParaksts, the engine forces a PAdES-BASELINE-LTA format using a full PDF Uanataca timestamp.

• Zoho Mail MCP connector

  Issue: Zoho Mail MCP connector (https://mail-organization-930963415.zohomcp.com/mcp/.../message) — OAuth authorization completes successfully in-browser ("Authentication successful"), but the issued token is rejected when the MCP client reconnects to

• Sales Returns - Repairand Return

  Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back

• Multiple criteria in searchRecords

  Hi, is it possible to search with multiple criteria in zoho.crm.searchRecords? I have tried several variations of the following without much success. CustomerRecord = zoho.crm.searchRecords("Contacts", "(First Name|=| lee)" && "(Last Name|=| spencer)"); Thanks. Chris

• Plans to make "Generate Presentation with Zia AI" available as API endpoint?

  This 'Generate Presentation with Zia' feature has great potential, and we would like to be able to trigger it automatically from a workflow. https://show.zoho.com/home/ziaai/generate Is there already a way to trigger this via API? If not, is there any

• How to setup noreply@ example.com

  How do I setup noreply@example.com so the mail never gets delivered. I currently have a catchall setup aswell.

• Pleas unblock E-Mail-Adress service@montana-energie.de / kontakt@montana-energie.de

  Dear Zoho Support, Could you please unblock service@montana-energie.de / kontakt@montana-energie.de which belongs to a regular customer with whom we are having frequent business-related conversations. Thank you very much in advance, Erdem Kar homewise

• Unable to change alias in the from field on the ZOHO mac app

  I have 1 main mail address, and 3 alias's. on the web mailbox when I create a new email, I can select the alias's from the dropdown in the from field. On the app no dropdown is available.

• Zmail mobile application

  ho do i remove people from this app

• My allies email (info@xxxx.com) was been deleted by system, and I can not build the same info allies email now

  Dear Zoho Mail Support Team, I am the super administrator of the Zoho organization 【Organization Name, as shown in Admin Console】. I am writing to report an urgent issue with two of our custom-domain email addresses and to request your help restoring

• Cannot create mail account

  Hi, i have a problem, i can't create a mail account every time i try the error massage like this Oops! Something went wrong during mailbox creation. Please try again please help

• Amazon.it always ends up in spam

  Emails from amazon.it always end up in the spam folder, even though I have added the domain and the various individual Amazon addresses for shipping, payments, and other matters to the trusted lists at the user administrator level. What should I che

• Your Authenticate email domain (SPF, DKIM, DMARC) is bad to say the least

  How about actual instructions rather than vague generalities? There is no way to complete this with what is provided. Please provide specific verifiable steps.

• 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.

• ChatGPT Plugin / MCP Server auth error

  Hi all I'm trying to connect the ChatGPT plugin for Zoho CRM but after username stage of the auth process, I get this error from the URL https://mcp.zoho.eu/mcp-client/ {"error_description":"Invalid request url, Request is not as per defined in oauth

• Zeptomail in the blacklists

  Hello, I noticed some hard bounces while sending emails, and upon checking the details, I see that we have been added to the blacklists of certain spam lists: Bounce category: Policy failure Reason: ip-issues Message: 5.7.1 Service unavailable; client

• Possible to reorder Pipelines position?

  I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

• Categorize Items with Item Headers

  Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices

• Gettting "You are Offline" Messages all the time

  Al of a sudden, a few days ago, I suddenly began getting a message on the bottom left side of the Mail App saying "You are Offline". Why? Does it mean I'm not getting incoming mails now? why is has started?

• Zoho CRM Quotes – Subform and PDF/Writer Limitations

  Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

• Invoice Only Shipped Items

  Dear Zoho, We are a company that deals with sales orders with 600-1000 lines We need to be able to do partial invoicing based on shipped items Right now when we click convert to invoice we can not only select items that have een shipped It takes hours

• Alias Email Id already exists

  Hi, I just verified my domain sesque (dot) com and now I am trying to create the admin account using admin (at) sesque (dot) com, but I am getting an error saying "Alias Email Id already exists". I used to have another Zoho account with this email address,

• Show backordered items on packing slip

  We send out a lot of large orders, and often there are one or two things backordered. How can I fix the packing slips to show quantity ordered  & quantity packed There should also be the ability to "ship" 0 of an item so the receiver knows that things

• Make better hiring decisions with Compare Applications and Zia Insights (Beta)

  When multiple candidates apply for different job openings, evaluating each application against the right job requirements can take time. Reviewing resumes, candidate details, and interview feedback separately can make it harder to assess role fit and

• Ad-hoc approvals are now available in CRM approval processes

  Released for all DCs. Hello everyone, We've introduced ad-hoc approvals in CRM approval processes. This enhancement lets approvers add additional approvers when needed, without changing the configured approval workflow. How the approval process works

• Introducing PRM: Build, manage, and scale your partner ecosystem

  Growing a partner ecosystem is a good problem to have. What starts as a handful of partners can quickly turn into a maze of spreadsheets, emails, and disconnected processes. More partners mean more opportunities, greater reach, and new ways to grow

• Data Subject Requests in Zoho Mail: Retrieve and export email data for legal and compliance needs

  Organizations are often required to retrieve specific email communication data in response to legal investigations or compliance audits. The Data Subject Requests (DSR) feature in the Zoho Mail Admin Console allows administrators to search for all email

• Why are Contact Form 7 file uploads not reaching my Zoho CRM even though the form submits successfully?

  This can happen when Contact Form 7 successfully processes a submission, but the uploaded file isn't being transferred in the format Zoho CRM expects. Your other fields, such as name, email, and phone number, might reach Zoho while the attachment remains

• Introducing live chat for Zoho CommunitySpaces

  Hello everyone, We’re happy to announce that your community members now have a direct line to you. Zoho CommunitySpaces now has a live chat widget, powered by Zoho SalesIQ, so a member can open a chat from your community and get a quick one-to-one answer

• Moving software

  I need someone to customize zoho for my moving business I need to do the following . 1. Quote comes in from ezemove website or we enter customer details into the system 2. Email quote to customer based on hourly rate 3. Customer accepts quote deposit is taken 4. We convert the quote into a confirmation email and add job to the diary and assign resources to the job 5. Job gets completed and we enter invoice amount into the system and email the invoice Budget : neg | Duration : 1 month To leave a private

• How To Create a Report with Subforms from Two Modules

  I want to create a report based on data in subforms over 2 separate modules. Can this be done? I tried to do it in Analytics, but one is a date field that needs to be grouped by month, and it doesn't look like Analytics can do this.

• Introducing Zoho Commerce 2.0 — It's more than just selling!

  Hello! We are proud to launch Zoho Commerce 2.0, a reimagination of how online businesses look, feel, and function. This launch is both timely and symbolic, as we reaffirm our commitment to empowering small and medium enterprises with powerful, yet simple-to-use

• Domain sparkylab.co.kr still linked to an old Zoho account after ownership verification - release pending 2+ days

  Hello Zoho team, I own the domain sparkylab.co.kr (registered and managed through Gabia, a Korean registrar) and I am trying to add it to my own Zoho organization (SparkyLab) on the Forever Free plan. When I add the domain at mailadmin.zoho.com/hosting?plan=free,

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