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• Zoho Recruit: How to link lookup fields using record ID instead of name during import?

  Hi, I'm having an issue with lookup fields in Zoho Recruit during data import. When I import records into a module that includes a lookup field (e.g., to an Interview record), Zoho Recruit matches the lookup by the display name (string) instead of the

• Add a "Success" Route to the "Forward to Operator" Card in Zobot

  Hello Zoho SalesIQ Team, We hope you're doing well. We would like to request an enhancement to the "Forward to Operator" card in Zobot. Current Limitation: At present, the "Forward to Operator" card provides the following routes: Operator Not Available

• Power of Automation :: Auto-update Project status based on Tasklist completion

  Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:

• Multi Module Lookup Fields

  🎯 Use Case: In many custom implementations, especially those involving financial tracking, service operations, or project-based work, a single record (e.g. an invoice or bill) often relates to one of several different modules — but only one at a time.

• How to Download a File from Zoho WorkDrive Using a Public Link

  How to Download a File from Zoho WorkDrive Using a Public Link If you're working with Zoho WorkDrive and want to download a file using a public link, here's a simple method to do so using API or a basic script. This approach helps developers or teams

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

• Introducing AI Modeler—a no-code approach to adding AI to your business applications

  Forward-thinking businesses today are embracing AI to make life easier for themselves, their employees, and their customers. But if you haven't started yet, you might be concerned that your business will be left behind. Or maybe you're worried because

• Tip #20 - Three things you probably didn't know you can do with picklists

  Hello Zoho Sheet users! We’re back with another quick tip to help you make your spreadsheets smarter. Picklists are a great tool to maintain consistency in your spreadsheet. Manually entering data is time-consuming and often leaves typos and irregular

• Zoho People how do i view the history of leave taken

  Hi All What is the report that i am unable to view the history of the leave taken for an individual and team?

• UK Registration for VAT with existing stock/inventory

  We have an existing inventory of stock and are investigating how to handle the conversion from a UK VAT unregistered company to a UK VAT registered company. Enabling VAT registered status looks extremely easy, but we cannot find any way within Books to

• Trigger action after workflow

  I would like to trigger a deluge function after the approval workflow is complete. Is this possible? The objective is to take the approved document and move it over to Zoho Contracts to send out to our customer for review and signature. The reason we

• Is it possible to create a meeting in Zoho Crm which automatically creates a Google Meet link?

  We are using Google's own "Zoho CRM for Google" integration and also Zoho's "Google Apps Sync" tools, but none of them provide us with the ability to create a meeting in Zoho CRM that then adds a Google Meet link into the meeting. Is this something that

• Unable To Enable Google Calendar Sync

  Hi Folks, I am unable to enable google calendar sync. I get Internal Error, Problem Occurred Internally. Screenshot attached. How do I solve this?

• Export to Zoho CRM Not Triggering Workflow Rules

  Hello, I have set up an automated export from DataPrep to Leads in CRM but none of my Workflow Rules are triggering once the leads are created. The Timeline history is completely empty in every lead. How can I fix this issue? Do I need to set up a Schedule

• 【Zoho Projects】サンドボックス機能（テスト環境）リリースのお知らせ

  本投稿は、本社のZoho コミュニティに投稿された以下の記事を参照し作成したものです。 Sandbox - Your Secure Testing Space in Zoho Projects ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Projects のサンドボックス機能リリースについてご紹介します。 サンドボックス（テスト環境）とは？ Zoho Projects の「サンドボックス」は、新たな設定を作成、検証、そして既存の処理を妨げることなく本番環境に適用することができるテスト環境です。

• Sending from domain alias

  In the Control Panel/Domains, I have set up some domains as aliases for my main domain. Only my main domain has mail hosting. The other domains are verified as aliases for the main domain, and emails sent to <user>@<alias domain> arrive successfully at

• Difficult to Purchase More users

  It's surprisingly difficult and un-intuitive to purchase more user licenses in Zoho One under the new UI. It's not actually possible to do it anywhere from the admin interface. You have to leave the admin/directory section, then click your profile icon,

• How to link web sales payments through Stripe to invoices?

  I have just set up an online shop website which accepts payments through Stripe.  The payment appears in Zoho Books through the Stripe feed as 'Sales without invoices'.  In order to keep Zoho Inventory in step, I manually (for now) create a Sales Invoice

• Announcing New Features in Trident for macOS (v.1.22.0)

  Hello everyone! Trident for macOS (v.1.22.0) is here with thoughtful updates to improve your daily workflow. Here's a quick look at what's new. Switch email response type easily. You can now switch between Reply, Reply All, and Forward directly in the

• Layout Rules / Quick create

  Hello, is there a way to create a layout rule for quick create option? Regards, Katarzyna

• Zoho Notebook Will Not Open After App Install

  I am a new user of Notebook. I was able to successfully import my data from Evernote and the product is working well on a Windows 11 computer and Pixel device. I have also installed Notebook on a Samsung S6 lite tablet however the software freezes on

• Project template after project creation

  How can I apply a project template AFTER the project has been created?

• Leads, contacts, deals table view is not sorting

  i am unable to sort the table view of leads, contacts and deals

• Conditional Layouts On Multi Select Field

  How we can use Conditional Layouts On Multi Select Field field? Please help.

• Zoho CRM Multi-select values not translated

  Hello! I have some issue with translate custom multi-select fields in zoho CRM in other language. I download export file, but it has all my custom fields and picklist values exept multi-select fields picklist values.  Please, help me to undestand, is

• Unable to Download Invoices via API – Code 57 Authorization Error

  I’m integrating the Zoho Billing API with the scopes ZohoInvoice.invoices.CREATE,ZohoInvoice.invoices.READ. I’ve completed the OAuth2 flow successfully, including generating the auth code, access token, and refresh token. All tokens are valid and fresh.

• Weekly Tips : Stay in loop with Conversation View

  You receive a series of emails back and forth with a client regarding a project update. Instead of searching through your inbox for each separate email, you would want to see the entire email conversation in one place to understand the context quickly

• Introducing Zoho PDF Editor: Your free online PDF editing tool

  Edit your PDFs effortlessly with Zoho PDF Editor, Zoho's new free online PDF editing tool. Add text, insert images, include shapes, embed hyperlinks, and even transform your PDFs into fillable forms to collect data and e-signatures. You can edit PDFs

• RSC Connectivity Linkedin Recruiter RPS

  It seems there's a bit of a push from Linkedin Talent Solutions to keep integrations moving. My Account Manager confirmed that Zoho Recruit is a Certified Linkedin Linkedin Partner but does not have RSC as of yet., (we knew that :-) She encouraged me

• Water-Scrum-Fall approach for finance institutions with Zoho Projects Plus

  Finance is a highly regulated sector with strict rules and compliance requirements. Handling sensitive client data and complex transactions like multi-currency deals requires elaborate workflows and precise management. Implementing project management

• Get instant summaries of your notes with the help of Zia

  Hello all, We've added a simple yet powerful feature to Zoho CRM that we're excited for you to try: Zia Notes Summary. It's designed to make the daily lives of a CRM user a bit easier by giving you quick summaries of your CRM notes. Whether it's a glance

• Zoho one web page are not available

  Why I am not able to enter to zoho one web page?

• Zoho People > Onboarding > Candidate do not view all the data field on the Employee Onboarding

  Hello In my onboarding portal I do not see all the fields that i want the candidate to fill in In my Employee Onboarding Form These details i can see In the work information, i have enable the Company View but in the Employee Portal i do not see I have

• Has anyone implemented a ""switch"" to redirect emails in production for testing?

  Hi everyone, In our production Zoho CRM we have a fairly complex setup with multiple Blueprints and Deluge functions that send emails automatically — to managers and internal staff — triggered by workflows. We’re looking for a way to *test changes safely*,

• Restrict Access/Shared Access

  Sometimes access to documents that go out from Zoho Sign need to be restricted or shared. For example: 1) HR department send out employment contracts. Any Zoho Sign admin can view them. Access should be restricted to those that HR would allow to view

• Tip#44: Integrate with Xero to manage your financial operations

  Managing your project finances becomes more efficient with Xero integration in Zoho Sprints. With this integration, you can sync your Zoho Sprints data with Xero. Once you sync them to Xero, you can easily create invoices in Xero. This feature significantly

• Zoho People Onboarding Unable to Convert to User

  Hello All I need help in this onboarding of candidate Currently at this stage the candidate is just being offered and we are filling in his details however not all information are fill up. The candidate is still using his/her personal email When i try

• Integration with SharePoint Online

  Is there an integration where we can add a Zoho Sign link to the context menu of a document in the SharePoint document library. Then, we could directly initiate a workflow of sending a document for signature from a document library in SharePoint onl

• White screen when connecting Zoho Cliq and Zoho People for birthday notifications

  Hi everyone, I'm new to Zoho and I'm trying to set up the employee birthday notifications, following this guide: Automating Employee Birthday Notifications in Zoho Cliq But when I try to connect Zoho Cliq with Zoho People, I just get a white screen and

• Word file is messed up when i upload it to zoho sign

  Hi. I am trying to upload a word file to zoho sign and when i do that it ruins the file, It adds spaces and images are on top of each other. What can i do? Thanks.

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