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• Zoho CRM Create Client script using Custom Buttons

  Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we

• Client Script event on any field of a Detail page

  Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!

• Move Quote/Deals from a Contact to Another

  In our business contacts often move to different accounts, and it is simple to reassign the contact, but not so easy to move their quotes/deals to another contact at the account they are no longer with. Looking to see if there is a function to move quote/deals

• Feature Request – Support for Saskatchewan PST Self-Assessment in Zoho Books

  I’d like to suggest a feature enhancement for Zoho Books regarding Saskatchewan PST (SK PST) self-assessment. Currently, when filing the SK PST return using Zoho Books’ return generator, there is a field labelled “Consumption Tax”, which is intended for

• Connect and Engage On the Go: How Zoho SalesIQ's Mobile App Empowers Sales Teams?

  In sales, timing is crucial. It makes a huge difference. What if a prospect is checking out your pricing page? Or a high-value lead revisits your business' website or mobile app while you're at lunch? You can’t afford to miss that opportunity, and you

• Any timeline for these features?

  Hello! Was wondering if there was a timeline to for the following features: Increased API Access for automations. The Rules are nice, but really need more automation, such as adding things to CRM, automating task creation, forwarding emails, etc. "negative"

• Projects Timesheets integration with Quickbooks

  When will Zoho Projects Time-sheets be integrated with Quickbooks? This will make us move to Zoho for all business needs (except for Quickbooks)

• Unable to send a message to a contact from Zoho CRM

  From menu Contacts I choose a contact, on the right vertical menu i have five different choices: Add a potential, Add an activity Add an event Add a call Send a message. All af them works exept "Send a message". If i click on it I don't get nothing, no

• Customization in PDF templates for custom modules

  I'm facing some difficulties when it comes to the custom modules in zoho books: 1) Is there any way to get the item table field for my custom module? It doesn't show up in the dropdown when trying to add a new field. 2) I was trying to somehow get 1)

• Formación: Workshop de Zoho CRM y Servicio al Cliente

  Tu oportunidad para transformar tu forma de trabajar con Zoho Zoholics 2025 está pensado para ti, que quieres llevar tu uso de Zoho al siguiente nivel y aprovechar al máximo tu subscripción. Una de las experiencias más potentes de la agenda de Zoholics

• Sorting alphabetically a collection in a Lookup

  Hello, In a lookup that looks at other lookups (!?), I had to make the following script to limit the list appearing in that lookup : ListeDispo = Offre_de_produits[Quantite_offerte > 0]; input.Produits:ui.add(ListeDispo.Produit_OFFRE.getall()); Works

• Edit response and integration

  We have a zoho form that our employee starts and submits, and then a day or two later, they "edit their response". I have the zoho form integrated with the Salesforce crm. I submitted a response and it made a new record in the proper module. But when

• Zoho Developer Hangout (ZDH) – Episode 18 | Zoho CRM Client Script for Efficient Sales Process

  Hello everyone, A streamlined sales process isn’t just a nice-to-have—it’s the engine that powers lead generation, builds stronger customer relationships, and closes deals faster. But what if you could take your CRM beyond the basics to actually help

• Mobile no already in use

  When trying to bring up my email on another Zoho account I get asked, as a security measure, to add a mobile number. I have added a number before, but I tried again only to be told that the "Mobile number already exists", but I cannot proceed further.

• Zoho CRM Sales Targets for Individual Salespeople

  Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.

• error in making eway bill

  at the time of generating eway always a pope appers to enter the valid state code as state is auto gnerated while creating new customer

• Need Feature to automatically fetch the registered GSTN Address of the AP Vendors

  Hello Zoho Need Feature to automatically fetch the registered GSTN Address of the AP Vendors and update the Zohobooks Vendor profile automatically so as to avoid manual address updations. Please do the needful here Thanks

• Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot

  Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete

• Weekly Tips: Don't Delete, Just Archive

  For a business that relies heavily on email for communication, a cluttered inbox can be quite challenging to manage. Some emails can take up significant space in your inbox, making it difficult to navigate to other important emails. While these emails

• Problema de sincronización de zoho mail con cliente Outlook

  Estoy presentando retardos en recibir los correos de Zoho en mi cliente Outlook a veces tarda mas de 20 minutos a pesar de haber llegado a la web no llega al cliente de escritorio y muchas veces debo cerrar el cliente y volverlo abrir para que llegue

• Issue Updating URL Field with WorkDrive Link

  Hello, I’m working on a form with a file upload field. After uploading a file to WorkDrive, I fetch the public file link and update a field in the form with it. Workflow: When using the single-line text field ("File_URL"), the link is updated correctly

• Should I Set Up Subdomain for Email Sends?

  Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains

• Incoming Email Not Coming Through

  Hi Zoho Team, I’ve recently set up my domain-based email with Zoho and everything appears configured correctly. However, I’m currently unable to receive any incoming emails. Could you please assist me in checking the following: MX records are set properly

• Blocked: Reason 554 5.1.8 email outgoing blocked

  Hello, we have an issue while sending e-mails; whole organization with about 150 users is blocked "Unable to send message reason 554 5.1.8 email outgoing blocked", our domain is "ancient.global" Please help.

• Error remote server is misconfigured

  Recently migrated the server to a new one. Updated MX records, SPF and DKIM values. DNS Lookup shows updated values. Still the email is getting bounced with the error: 553 Relaying disallowed

• want to remove www

  I am trying to create my account but it doesn't let me erase the WWW . I don't need it for my email

• Changer le lieu d'hébergement zohomail

  Est-il possible de faire héberger mon compte ailleurs qu'aux USA ? Compte-tenu de la situation de ce pays, un hébergement en Europe ou en Inde serait plus sûr.

• Migration from Asana

  I see a lot of migration options for Zoho Projects, but don't seem to see Asana. Is there no clear migration path without going manual or custom?

• NO RECIBO MAILS

  Hace más de 10 días no puedo recibir mails en mi correo. Si puedo enviar correos. Pueden ayudarme? Saludos, Christian Zegarra

• I am not able to check in and checkout in zoho people even location access allowed

  This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.

• Unable to receive emails

  Hi I am unable to receive emails but I am able to send externally

• How to show User Full Name, not record id in a User Filter in analytics

  Please see screen recording: https://workdrive.zohoexternal.com/external/21a9e0c39c4595c255a62791fdf3655d3df933114a8f1598bc852d0ff7e56ce3

• MTA-STS

  请激活对 MTA-STS 的支持，谢谢。

• All my sent emails from KOMMO CRM System are redirected to one of a subfolder from my Ibox

  Hello, all of the sent emails from my KOMMO CRM System are placed in a sub-sub-folders in my INBOX. Why is that? And how can i change this?

• Facebook emails aren't coming through

  Hi How can I get my business Facebook account emails coming through to Zoho mails? Every time they send me a verify email it's not coming through to my hosted email on Zoho... I've sent support and email but no reply so far. Any help appreciated please.

• Query in Analytics for tracking Physical Available For Sale from Books

  Need: a query in Analytics on which we can build reports related to Physical Stock from Books items.  In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected

• how to capitalize first letter of every word in a string using deluge?

  "diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?

• Data Discrepancy Between Zoho Books and Zoho Analytics

  We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please

• Data Discrepancy Between Zoho Books and Zoho Analytics

  We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please

• Option to Upload Employee Picture During User Creation in Zoho One

  Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: Please

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