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• Automatically creating a ticket in Zoho Desk when an invoice is created in Zoho Books

  I need to find a way to create a ticket automatically (i.e. using workflow) in Zoho Desk whenever an invoice is created in Zoho Books. Please advise if there is a way of doing that?

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• Co-existing with Google Workspace

  We currently use GWS and due to legacy practices, we cannot migrate away from it. Not easily anyway. The issue we have is that while we have Zoho Mail, we get duplicate copies of emails. Our setup is that GWS is our primary. We have Zoho MX records in

• Stop Zoho Projects From Automatically Adding Client Users

  I have a custom function that creates a Zoho Project for every Quote attached to a Deal when it moves to Closed Won. Everything works fine, except for the fact that connecting a Zoho Project to the CRM automatically takes the Contact associated with the

• dd Linked Note to Comments & History via Custom Function + Zoho Document View Feature

  Hi all, I have a couple of custom functions running in Zoho (specifically in Inventory/Books), and I'm trying to streamline it. Here’s the scenario: When a Purchase Receive is processed, my custom function automatically creates a Package. I'd like to

• How to break line in zohoCRM

  Hello everyone, I'm currently working with Deluge scripting language and encountering an issue with newline characters (\n). My goal is to format a string with multiple lines, but the newline characters are not being interpreted correctly. Instead of

• Marketer’s Space: Supercharged Workflow with Zoho CRM Integration

  Hello Marketers! Welcome back to another post in Marketer’s Space. Today, we’ll explore how integrating Zoho CRM with Zoho Campaigns can help you create smarter, more personalized Workflow. In this post, we’ll look at a specific use case to demonstrate

• Zoho Live chat doesnt chat on CRM Contact page????

  We have used Salesforce Live Agent for the last 8 years and the chat comes in on the Contact record which is logical and intuitive as the chat agent can see the customers sales history and open opportunities...etc... We just migrated to Zoho CRM and I

• Image Quality Issue on Zoho Assist

  Hello, For the past two days, I've been experiencing a significant image quality issue on Zoho Assist when connecting to one of my computers. I’ve tried reinstalling the application, but the issue persists across multiple devices. The internet connection

• New views to manage activities within a record

  Dear customers, We hope you're well! Today, we're here with a useful update to the Activities related list. As you might be aware, parent records display related information from other modules as related lists. This helps you get a 360-degree view of

• Zoho CRM mobile: Support for rich text in multi-line fields, Image upload field, and more

  Hello everyone, We've made a few enhancements to the Zoho CRM mobile app to improve your experience. Here's what's new: Rich text support for multi-line fields (iOS) Image upload field support (iOS and Android) Tool tip markdown (iOS) Rich text support

• Sent Mail not in "Sent" IMAP folder

  I have configured ZOHO to use IMAP. When I send an email from within Zoho, the email does not show up in my "Sent" IMAP folder. Every email client I have ever used, stores sent mails in the "Sent" folder. This is a serious flaw!  Please fix this ASAP! Oliver

• Add additional field to quick search results

  IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

• Admin Control for Subscribing Users to Bots in Zoho Cliq

  Hello, I would like to request an enhancement to Zoho Cliq, specifically related to subscribing users to bots. Current Issue: When using the Zoho Desk integration with Cliq, notifications such as Mentions, Happiness Ratings, and Pending Blueprint Transitions

• Eighth Insight - Oversee module relationships with Lookups

  The Wheels of Ticketing - Desk Stories Oversee module relationships with Lookups ‌Learning about lookups A lookup field provides a powerful way to display and utilize data from another module directly within a field of your current module. This functionality

• New capabilities for custom buttons: Elevate UX and CX with just a click!

  -------------------------------------------------Post moderated on 24th May-------------------------------------------------------------- Dear all, The feature is now available for all users in all DCs. Dear Customers, We hope you're well! We're happy

• Client Side Scripts for Meetings Module

  Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

• CRM APP

  So the crm can now have image uploads. Great for us doing site surveys and linking them to customers. Unfortunatley the crm app does not show the image fields.  Any ideas of must we create a form and then link that?

• Zia Summary for Account - What is its reach

  Hello! I've been working with the Zia summary feature and it's very useful. However, it seems to pull in notes and things directly "on" the Account. If I have a meeting or phone call and provided detailed summaries with the event associated to the account,

• Search a custom module record based on a date range

  Hi , I hope you can share some guidance. I need to look up a record from a custom module based on the Closing Date of a Deal (in the Deals module). Here’s the context: 1. I have a custom module that stores quarterly values (e.g., rates or thresholds).

• How do I associate an expense to multiple projects?

  How do I associate itemized expenses to multiple projects, like assigning each line to the respective project

• So what's the limit?

  Recently our team encountered an error popping out when sending a service report. Although the report was sent successfully to zoho desk but the site asset record isn't updated. We notice this error occur only when line items [subform record] exceeds

• Charge to add client users to a ZOHO Project?

  Is there a charge to add client users to access a zoho project portal?  An additional license charge or any other additional costs?  Thank You

• Zoho CRM Notifications API - Channel Expiry

  Has anyone built a reliable integration with CRM Notification API (https://www.zoho.com/crm/developer/docs/api/v8/notifications/overview.html)? Need to sync CRM data with my external system and prefer not to use CRM workflows which ist a nice low code

• Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]

  Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,

• job opening status is locked and and I cannot change it

  Dear Support I am using standard plan. The job opening status is locked and and I cannot change it.

• IDN domain

  Why I can't use my domain www.blažek.com I do not want use unfolded shape www.xn--blaek-wib.com in my mail. Can you help me please?

• Gmail - Error 553 Relaying Disallowed

  Hey Zoho, I have just set up my mail server and added a couple of email accounts. I've verified my domain and added the mx records with my registrar (namecheap.com) What I'm trying to do is to be able to send email from my domain through Gmail.  In Google

• Candidate status change

  I am trying to change candidate status from "interview scheduled" to "hired". Where do I do this at?

• How can I set up my contacts so that all users can have them on hand when they sign in?

  Hi.  For my business I would like to set up the Contacts so they are available for any user. 

• Sharing Knowledge Base articles across multiple departments

  It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

• Getting Project Template List using the REST API

  I am trying to confirm that I can use the REST API to create a project using a project template. The API documentation indicates this is possible by providing the Template ID, but it is not clear at all how to get a list of available Project Templates

• Where do we manage tags?

  Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?

• Custom Return Path - Host Name

  Hi there, I've successfully set up SPF/ DKIM for Marketing Automation, but struggling to complete the Custom Return Path. I'm settting up on Wix. What should the host name be for the CNAME record? In Zoho Help it just says: "type your host name (sub-domain

• Trouble Connecting Zoho Mail via IMAP in n8n – Need Help

  Hi everyone 👋, I'm trying to connect my Zoho Mail account to n8n using the IMAP Email Trigger node, but I'm facing issues getting it to work fully. ✅ Here's what I’ve done so far: ✅ IMAP access is enabled in my Zoho Mail settings ✅ I’m using the correct

• How to send Messages to Leads/customers

  I’d like to inquire about the process for sending messages or follow-up communications to customers directly from Zoho CRM. Could you please guide me on the best way to do this—whether via email, SMS, or any integrated messaging feature? Additionally,

• Daily-rate for projects

  I am billing my client through daily billing rates; for Zoho Books projects, only hourly rates can be set up. Please enhance this. Thanks.

• AI feature in Zoho Desk suggesting answers based on past ticket threads

  Hi I would like to suggest something that would be very useful : instead of suggesting answers based on the Knowledge Base, I think it would be great if Zia could analyze the history of all customer and agents threads, to suggest answers in new tickets.

• Admin Console Email

  I can't remember the admin console email or password. How do I find that out?

• help me! the button "remove zoho ad" is not responding

  help me! the button "remove zoho ad" is not responding, kindly advice. please to check the follows : https://sitepreview-643549202.zohositescontent.com/previewsite https://sitebuilder-643549202.zohositescontent.com/builder thanks,best  regards

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