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• Recent Topics

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• exchange rate tab switch off

  Hi Team, I want to switch off exchange rate tab. When I am submitting expense in USD it's fine because my base currency is USD but when I am submitting expenses in INR or any other currencies it still says USD in report. can you help me if one user can

• Exchange Rate Updates

  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

• Is it possible to schedule in ZohoDesk Extenstion

  Hi Team, I have a use case where I need to schedule an action at a specific time. For example, closing a ticket at a certain date and time. Is it possible to accomplish this in the Zoho Desk extension? According to the documentation, it seems that this

• Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato

  " Impossibile inviare il messaggio;Motivo:554 5.1.8 Indirizzo del mittente bloccato" Hi need to send email, how can fix this? Thanks, Alice

• IMAP bcc emails from my Gmail account to CRM

  I noticed that emails that I BCC to a customer using Gmail, do not come into Zoho CRM via the IMAP. Is there a way to configure that so that we can keep the history on BCC emails?

• Email Scheduling / Send Later

  @Zoho, I would like to be able to Schedule Emails to send later like in Zoho Mail and Zoho CRM, any plans to have this added?

• How can I have the value of one Custom module's field automatically pasted into a submodule's field?

  Hi there, I tried and start from a function I created before (to copy/paste adress details from Account into Contact) to have the content of a currency field pasted into a another currency field within the module's submodule: rec = zoho.crm.getRecordById("CustomModule4",ImpiantiId);

• Client Script | Update - Introducing Commands in Client Script!

  Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands

• Automation#23: Automate Guided Conversations in Zoho Desk with Business Hours

  Hello Everyone, This week's edition introduces a custom function designed to automate Guided Conversations in Zoho Desk, based on your business hours. With this feature, you can align the bot's behavior with your business schedule, ensuring a smooth and

• Ability to add multiple Stripe accounts for payments?

  We have two streams of revenue under our business.  Is is possible to add two stripe accounts (it’s under our main business in stripe). And assign that to the each of our customers ?  We want the the credit card statement or descriptor to reflex what

• Zoho books auto deletion happened because of inactivity - any options to get it restored?

  It was a shocker to see a mail with the subject like "your organization ---- has been deleted". We were in free plan for couple of years because of no business and Covid 19 pandemic. Even mail servers were down due to some issues. But after restoring

• Latest update in Zoho Webinar | On-demand webinars

  Hello everyone,We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility

• Cash Basis VAT RETURN REPORT Required in Saudi Arabia

  Zoho Books in Saudi Arabia are not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our

• UAE TRN - I have a TRN But not registered for VAT Can't display my TRN on Invoice

  I am registered for Corporate Tax. But I am below the 375'000 threshold so not registered for VAT. I cant display my TRN unless I turn on "is your business registered for VAT" Can anybody advise please

• Team Inbox Offline in Australia

  This is impacting all agents across all our sites. I cannot find a log for TeamInbox on https://zohostatus.com - where does one track TeamInbox outages? Does Zoho have a rapid response page to report outages? With no phone number to call, one cannot rely

• ZOHO API / KEYYO API

  Dear All   I am located in France , I would like to find someone who have developed already  a connecting process  between  ZOHO API  and  KEYYO PI    KEYYO  is  a phone IP provider.   I would like to  get some one  which have already done  or  which is interesting to develop all together.   thank's for you news.   You can  exchange by mail : jleveille@msccocept.com or Phone : +33 6 78 80 90 16 best regards.

• Hide Form Pages

  We are working to convert our forms from Jotform to Zoho forms as we are able to save and continue with Zoho forms. One aspect I am unable to replicate is the ability to hide an entire page in a form based on the answers at the beginning of the form. We have 13 pages in this form and based on those yes/no questions we could cut the length of the form down considerably. It seems the only thing I can do is skip to a different page rather than completely hide a page. Is there a way to hide a page instead

• Blue ticks

  Why have blue ticks started appearing by some - but not all - of my mail, and how do I stop it happening? I have not experienced it before in 12 years of using Zoho Mail. Screen capture attatched.

• How to set ALL default dates of my organization to DD-MM-YYYY format?

  All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.

• How do I automate the process of creating a folder in my workdrive everytime I create a new Deal?

  Hello, I've set up a Case ID field in my Deals module that automatically generates a unique string by combining initials from four other fields. My goal is to have a folder created with the same name as the Case ID every time I create a new Deal. Additionally,

• Last activity time is acting like last modified time

  When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-time

• Automation #6 - Prevent Re-opening of Closed Tickets

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits

• Reverse Charge EC Purchase of purchase invoices Germany SKR04

  We are currently considering switching our financial accounting to Zoho Books. We still have a problem with the purchase invoices for services and goods from other EU countries. We have set up the supplier with “EU - VAT registered”. In the invoice, we

• Error code 500

  My account has stopped sending out emails, i keep getting this same error status code 500 Internal Server Error

• Email Migrations: From Vodiem to Zoho

  Hi Team, I just wanted to ask if the email migration from Vodiem to Zoho is possible, I am planning to migrate my email as soon as possible. Many things.

• 550 ERROR

  Error is shown 550

• Duplication of elements in Canvas tabs

  I am trying to create a Canvas template with tabs, with unique elements per tab. Currently, elements that are on the Overview tab are pulling through to all tabs. If I delete these elements in any of the tabs, they delete on the Overview tab as well.

• See if someone opened your email

  Is there a way to see if someone opened your email? In this post (https://help.zoho.com/portal/en/community/topic/can-you-check-to-see-if-people-opened-emails), Michael Trow proposes a solution, however, we only have the status 'Delivered' and 'Received'.

• zoho creator widget not filling container

  i created a zoho widget that just fills the container viewport a simple html file <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Document</title> <style>

• Notifications Disappear

  My company just started trying Zoho Connect but there is a problem. When I (or anyone in the company) get a notification from Connect, the notification is shown on my screen for only a few seconds and then disappears completely (assuming browser is minimized) The only way to know if there are unread notifications is to maximize the browser window and check. When I get notifications (windows 10 native) from other websites in google chrome, they stay in my notification bar and are very visible. I can

• Mail: Compose: Reply problem (Chrome Browser).

  When I select "Reply" to an email, the compose screen opens but my cursor is completely lost. It should automatically go to the first line at the top of the email to compose the reply. This may be a Chrome issue -- does anyone have a fix for this. Where

• Zoho meetings Outlook plugin doesn't work

  Hey Zoho team! We have a problem with user authentication via Zoho meetings Outlook plugin... for last 2 weeks. When we start the "Sign in" process via Outlook plugin the plugin redirect us to authentication web-page and after successful authentication

• Free webinar: E-signature legality in Latin America

  Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures

• How get dark mode in Writer Windows App?

  The directions for changing to dark mode seem only to apply to the web application. I do not see anywhere to change to dark mode on the Writer app for desktop (windows) except in read mode. I want dark mode for the whole application. Is this possibl

• Connect Forms to CRM

  How do I connect information and files submitted through forms with a customer profile?

• how to add a text filed when the choice selected as" no"?

  Hi There: when I am editing under Matrix choice-->check box, I would like to create a free text field after the user select "no" to give more specification. is that possible? and how?

• Set a default date

  I would like to set a default date to yesterday or one day prior to the form being opened. It appears from reading online that I should be able to use a workflow to do this via the form load event and a basic script but I cannot see any way to create

• How to Create a Single Choice Question in ZohoForms?

  I am trying to create a simple multiple-choice question in Zoho Forms where users can select only one option (a single choice). In the current version I’m using, I see the option to add a Multiple Choice field, but when I preview the form, the question

• Grouping of Multiple field types

  I looking group different field types as shown in the image. How do I do this in zoho forms?

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