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• Dashboard won't save, nor allow me to do a "save as"

  For some reason, one of my dashboards won't let me make any modifications to it and save?  I get the "do you want to save before closing?' and I say yes and the dialogue box just stays there.  I try to do a "save as" right after I open that dashboard and I get the dialogue box that seems to let me name the new dashboard, but it won't let me save.  The dialogue box just stays there unless I hit cancel or no. Can you please help? Jamie

• Copying Files Between Modules

  Hi, I'm creating a Deluge script and I've hit a roadblock. I'm trying to copy files from one module (let’s call it Module A) into another one (Module B). Here’s what I’m doing: record = zoho.crm.getRecordById("Module_A", record_id); files_toCopy = record.get("Files_From_A");

• Problem with scheduled report sending in Zoho Analytics

  Problem with scheduled report sending in Zoho Analytics. Reports are not sent due to size. How can I increase it?

• 【Zohocreator】ログについて

  ワークフローのDelugeスクリプトのinfo関数が出力するログはどこから見れますか？

• US military addresses

  When we have a client with a US military address having them fill in a form is a problem Zoho forms doesnt acommodate them correctly. It doesn't make sense for me to have to create a secondary data model for military addresses. I have placed some links

• Introduction of Robotics Process Automation in Zoho products

  It will be great if Zoho can start advancing from automation to robotics process automation. For a start, it can be started with smart document understanding. Provide OCR engines Google cloud, Microsoft Azure Computer vision OCR, Microsoft OCR, Omnipage

• Zoho Sigma and Catalyst IPs for Whitelist

  Hi there, We are developing a series of integrations between Zoho CRM and Zoho Desk with an on-premises system for a customer and they have firewall rules to access their server, so they are requesting the list of IPs addresses for our backend calls,

• 【開催報告】大阪 ユーザー交流会 2025/6/5 Zoho サービスを活用して業務をアップデート

  皆さま、こんにちは。コミュニティチームの中野です。 6/5（木）に、大阪 ユーザー交流会 を開催しました。本投稿では、その様子をお届けします。 当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho社員セッションの登壇資料については、8月に開催する福岡 ユーザー交流会の開催報告で共有予定です。） 今年初の開催となる大阪 ユーザー交流会では、akippa株式会社 内藤さんによるZoho CRM / Forms の事例セッションのほか、 「見込み客・顧客データの管理/活用方法」をテーマに、参加者同士でZohoサービス

• Moving forward, can we change our reports to send record ID's by default?

  With the new policy of not including record ID's in reports, is there a way to default to including them in my reports as they used to be?

• WhatsApp integration isn't very useful at all (no workflow support)

  We have set up WhatsApp through Business Messaging. It works, but there appears to be no workflow support for messages that are sent/received! Without being able to trigger a workflow when an inbound message is received, my colleagues would have to manually

• Zoho CRM 差し込み文書テンプレート if文

  Zoho CRM の差し込み文書のテンプレートを作成しています。 フッターにページが 2ページになる場合は、「次葉へ」と言う文字を表示したいのですが、ページ数による判断はできないのでしょうか？ 現在はサブフォームの行数で判断しているのですが、複数サブフォームを差し込んでいるので、合計何行で2ページ目になるのか把握が難しく、ページ数で判断できればうれしいなと思い、質問させていただきます。 ※行総数はワークフローでレコード保存時にカスタム関数でサブフォームの行数をカウントして数値を保存しています。

• Allow split times for business hours feature

  It would be great to be able to set business hours multiple times during the same day. For example: Monday from 9am - 1pm, and then from 2pm - 5pm This would allow calls to be sent straight to voicemail during 1pm-2pm during lunch break.

• Add Knowledge Base KB Articles to multiple categories

  Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, instead

• Is it possible to disable Chat Waiting Time, or to make it indefinite?

  We have used many online chat services over the years. However, Zoho's SalesIQ appears to be the only one we've tried that has a mandatory time limit where we must respond to new customer queries. We are a small business so we have no dedicated staff

• Error in formula

  Can someone PLEASE tell me what is wrong with this formula? Formula return type, I have tried string and decimal fn.Year(fn.Now())-fn.Year(${cf_purchase_date}) I keep getting the following error. Incorrect argument type passed for function Year Thanks

• Sync “Display Author Info” Setting from Zoho Desk to Zoho SalesIQ

  Dear Zoho SalesIQ Team, We’d like to suggest a refinement to how Zoho SalesIQ displays knowledge base articles that are synced from Zoho Desk. Current Behavior Zoho Desk allows us to control whether author information (name, profile picture, etc.) is

• Respect Help Center Visibility Settings for Knowledge Base Sync Between Zoho

  Dear Zoho SalesIQ Team, We’d like to suggest an important improvement to the integration between Zoho Desk and Zoho SalesIQ with regard to the knowledge base synchronization. Current Behavior SalesIQ offers excellent functionality by allowing us to sync

• Enhancing Answer Bot's Capabilities

  Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevant

• Custom Formula

  Good day, I am trying to create a formula field in Zoho Desk to calculate an age, but I'm having trouble figuring out how to make the formula. This is a formula I found, but it keeps telling me the wrong field name. Can someone please help me? Field name:

• Click to edit fields with Canvas layout

  Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you

• Show Custom CSS Changes in SalesIQ Preview

  Hello Zoho SalesIQ Team, We truly appreciate the ability to customize the chat window using custom CSS via: Settings > Brands > [Select Brand] > Personalization > Appearance > Upload Custom CSS. This flexibility is extremely helpful in aligning the chat

• Light Agents for External Users

  We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.

• Inquiry Regarding Accessing Multi-Select Field in Pivot Chart

  I'm currently working on a project and would appreciate guidance on accessing and utilizing a multi-select field within a pivot chart in Zoho Creator. Could you provide instructions or resources to help me implement this feature efficiently? Your assistance

• What should I be using Salesinbox or Zoho Mail

  Hi everyone, I again find myself a little confused by the Zoho offering.  I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest.  Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in

• {"error":"invalid_client"}

  Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this I

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

  Chers utilisateurs, Encore un mois vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Vos données non structurées méritent mieux qu’un simple stockage. Avec WorkDrive 5.0, Zoho vous propose une solution intelligente,

• Create your own convert feature in Zoho CRM | Kiosk Studio Session #7

  In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping Automatic

• Split View for Zoho CRM : Break down Your Module Data for Smarter Selling

  Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to

• Some website items no longer centered.

  At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back in

• Swipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds

  It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accurate

• how to set the recency in segmentation rules in the last X days?

  I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want score

• Issue with Schedule Workflows – "Usage Limit Crossed" Error

  Hi Zoho Support, We are currently facing an issue with the scheduled workflows in our Zoho Creator application. We are receiving the following error: "Usage limit crossed" for schedules. However, when we checked the usage statistics for our Creator app,

• Card Scanner app creating duplicate Accounts

  Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the business

• Zoho Forms CRM Field Mapping

  Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think that

• How to Improve the Speed of the Website Zoho Commerce

  Is there another way to improve the speed of the website in Zoho Commerce that was created?

• Free Webinar - Fundamentals of Zoho Sign: Overview and latest updates for new users and evaluators.

  Hello there! Want to get the most out of your favorite digital signature provider? Did you miss our last session on Zoho Sign features but eager to learn more? We have just the thing for you! Join us for the second edition of our free monthly webinar:

• 【Desk ナレッジベース】　記事自体のフッターのカスタマイズについて

  お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」（添付ファイル参照）を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。

• Timeline View in CRM - a linear way to visualize records over time

  Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records

• SalesIQ not loading on mobile

  We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problem

• Unable to make calls at the moment.

  One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended. 

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