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• Zia Agents looks promising, but I still cannot deploy my first agent or connect WhatsApp after weeks of support tickets

  Hi Everyone, I am posting here because I am stuck and need practical help from someone who has successfully deployed a Zia Agent with WhatsApp. Zia Agents looks like a very promising product. I have watched the platform expand quickly, and I have noticed

• Application-Level Save copy of sent emails

  It would be really helpful to be able to turn on/off the Save copy of sent emails at a per application level, so some applications can save in the sent folder and others don't.

• how to get transcripts with speaker and time marks?

  Hello, I downloaded the transcript of a recent meeting and noticed that the TXT file does not bring the speaker name and the time mark. Is there any way to make it happen using ootb resources from Zoho Meeting? best

• Net ##th Terms (e.g. due on the following 15th)

  I have a client who pays me twice monthly per our contract. It would be helpful to have terms on my invoices where the invoice is due on the 15th or the 30th of the same or the following month.

• Don't send customer email when creating a ticket

  Hi Is there an easy way to stop the system sending an email to the customer when we manually create ticket.

• You do not have sufficient permissions to perform this operation. Contact your administrator.

  When I attempt to log a call I initiate the +New Call and Start Calling and I click Answered Call in the popup dialog box that follows. Any attempt to save or close this dialog box results in "You do not have sufficient permissions to perform this operation. Contact your administrator." The only way I can get the popup to disappear is to refresh the page and it will go away. I have found others reporting this issue when they attempt to run reports.  Any suggestions? Thank you in advance for taking

• Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview

  Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built

• Zia Agents: quando a Inteligência Artificial do Zoho para de sugerir e passa a agir

  Decidi criar um artigo com um panorama prático sobre o que são os agentes do Zia Agents, como funcionam de verdade dentro do ecossistema Zoho e o que aprendi implementando um agente de qualificação de leads em produção. De onde veio a idéia do artigo?

• Zoho Desk Android app update: Manage Custom Module records, View Record Counts for Sub Modules.

  Hello everyone! We have introduced an option to add, edit and delete Custom Module records within the Zoho Desk Android app. Now, you can also view the record counts for sub modules (Time Entry, Attachments, Activities) in the ticket details screen. Please

• 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,

• How to preserve Lead Creation Date, UTM parameters, and custom fields during Lead Conversion?

  We are optimizing our MQL journey. When converting leads to contacts/deals, we need to ensure that the original system Lead Creation Date and UTM tracking parameters (Source, Medium, Campaign) are not lost or archived, as our teams require them for accurate

• Problem with currency field in Zoho CRM

  Hi Guys Zoho Books has a feature in currency fields that automatically converts decimal numbers with commas ( , ) to period format ( . ) when pasting them. For example: R$ 2,50 --> R$ 2.50 Is this behavior available in Zoho CRM? I couldn't find any configuration

• Sub-projects

  Hi,  Can we create a sub-project.   Client1 1. project1     1.1 sub-project1    1.2 sub-project2 2. project2    2.1 sub-project1    2.2  sub-project2

• Using Items from Books as product/plan Add-Ons

  Hey, It'll be great to use Items from Books as product/plan Add-Ons. Ed

• Inspection Table

  Hello Latha, We created a job sheet that includes the new table (Inspection Table) which was introduced recently. However, agents are not able to see the rows in the inspection table. Could you please investigate this issue and get back to us? Please

• Custom Button Creation from Layout Editor in Zoho CRM

  Hello All, Buttons in Zoho CRM act as triggers that perform a specific action when clicked. Zoho CRM includes a set of system buttons that help you carry out common actions with a single click. Beyond these, your organization can create custom buttons

• Automatic login options for customer portal

  The customer portal is nice for zoho subscriptions, but there are no options to automatically login to it, so if a user is logged into their account inside of my product, I can't create a link that will let them login to their dashboard. Could we have

• Filing GST 3B Through Zoho

  I am unable to record/Mark as filed the GSTR-3B for January 2026 in Zoho Books. Although GSTR-3B has already been filed on the GST Portal filed through GST portal but need to mark as filed in Zoho Books so I will be allowed to filed the next returns,

• Square Payments for Subscriptions

  I'd love to be able to use Square Payments for Subscriptions with my customers. I already use it for Zoho Books Please have this considered. It would really help my business

• Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• Add a MATRIX field to the forms creation

  Same as Zoho forms, we need a Matrix field in Zoho Creator forms, is very usefull

• Discount Per Line Item

  We are a phone company. Sometimes, when we sign up customers, our sales team would like to provide recurring discounts on certain addons. Presently, we have no way of doing this so when we provide discounts, we are forced to simply reduce the price of

• Introducing template migration: Move your Docusign templates to Zoho Sign in minutes

  Moving to a new e-signature tool usually comes with a catch: recreating every template from scratch. For teams that rely on dozens of carefully built templates—each with the right recipient roles, fields, and placements—that manual rework is often the

• Error Code 2945 , PATTERN_NOT_MATCHED

  Hi, I am trying out Zoho Creator API.  However, I always get the following <response>     <code>2945</code>     <message>PATTERN_NOT_MATCHED</message> </response> However, error code list error as Invalid Ticket. I do not know what is wrong. 

• Create a list of products and automatically associate them with new deals

  Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double

• List of Mail Merge Templates via Deluge

  Hello, Is it possible to get a list of the mail merge templates I've created in CRM within a custom function? I want to retrieve them and put them in a dropdown list but all I get is a scopes error! Can anyone see where I'm going wrong? Is this even possible?

• Zoho Advanced Analytics with Team Module support – Now includes teams, notes, and fields in reports & insights

  Greetings all, Advanced Analytics is now accessible via Zoho CRM's team modules, which means you can add team modules—plus their notes and fields—for inclusion in reports, insights, and other analytical functions. Alongside the standard and custom modules

• WhatsApp conversations are no longer linked to existing threads after reconnecting the channel

  Hi everyone, We have an existing WhatsApp channel in Zoho Desk. We temporarily disabled it, renamed it, and then re-enabled it while reassigning our bot. Since then, all previous WhatsApp conversations are still visible in the history, but we can no longer

• Zoho Assist Feature Update: July 2026

  Elevate to Admin Mode for iOS devices Technicians can now elevate an active session to Admin Mode directly from the iOS app. This feature lets the technician switch the remote computer from a standard user account to an admin account by entering credentials

• Bulk deleting Zoho CRM records using Deluge, COQL and CRM API

  Hello everyone, During CRM implementations, data cleanup is a common task, especially after testing, migrations, imports, or integration development. I created a reusable Deluge function that performs bulk deletion using the Zoho CRM API. The approach:

• Can't connect CalDAV

  ### Issue Summary Can't connect to my calendars using CalDAV and the URL `https://calendar.zoho.eu` ### Steps to Reproduce 1. Tried to connect on multiple devices, on multiple OS's (Android DAVx, Thunderbird, Gnome Calendar, Apple Caneldar). 2. When I

• CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

• Guide customers to the right booking page with routing forms

  Greetings from the Zoho Bookings team! We're excited to introduce Routing Forms in Zoho Bookings. Routing forms let you collect information from customers before they schedule an appointment and automatically direct them to the most appropriate booking

• Cannot receive emails

  Sent one days ago still no feedbacks, cannot call customer services number

• Email Password Reset - Vishal & shaik Vali Babu

  Hi Team, The below-mentioned employees are unable to log in to their Gmail due to a password error. Kindly look into this on priority vishal.r@jumbotail.com shaik.babu@jumbotail.com

• Live Chat

  Is live chat inthe website in zoho desk?

• DKIM 2048 too long

  I'm trying to add a DKIM TXT record for my domain in Zoho Mail but my DNS provider (Shopify) has a character limit on TXT record values. The 2048-bit DKIM key is too long to enter. Can anyone advise how to generate a shorter 1024-bit key instead, or another

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• Technical personnel are required to assist in synchronizing license quotas and solving the problem of being unable to add users.

  We are a cross-border jewelry e-commerce company and currently use Zoho Mail Lite corporate email service. I have paid to purchase 1 Mail Lite annual user license (order number 133627785, payment time 2026-06-29). It has been more than 12 hours since

• non ricevo ne invio mail

  non riesco ad inviare né ricevere posta. URGENTISSIMO

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