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• Check Validation Rules all fields on Quick Edit on Record Details Page

  I've added validation rules for some fields in a module — let’s say 3 out of 6 fields have rules. On the Edit Page, if any of those fields have an error, I can’t save the form — which is good. But on the Details Page, I can still quick edit other fields

• How can I bulk import product images to Zoho crm.

  How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image

• Show Zoho Books Retainer Invoice in Zoho CRM

  Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley

• How can I switch from inches to centimeters?

  Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank

• In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ?

  Dear Team, In India is Zoho Free plan restricted to companies with turnover less than Rs. 25,00,000/= ? If not, what are the restrictions. Thank you, Anup

• Is CRM On Premise available

  Hi Zoho team, Can you please let me know that CRM Zoho is available for On Premise as well? Thanks, Devashish

• How to make Deal field required for "Standard" layout and hidden in "Customer Portal" Layout?

  How to make Deal field required in tge "Standard" layout and hidden in "Customer Portal" Layout?

• We're turning five this May, and we need your participation to make this more memorable!

  Dear customers, We can't believe it's going to be five years since we launched Bigin. From our humble beginnings to becoming the go-to CRM for small businesses worldwide, this journey has been incredible, and it's all thanks to YOU— our amazing customers.

• How to abort a report email schedule if query is empty?

  I am needing a way to create scheduled condition alerts when certain criteria exist in our Zoho Reports databases. I don't want to send a report/alert email if the query/condition is nonexistent/empty. How would I do that with the Zoho Reports Scheduling feature?

• Modular cannot Edit in portals

  I have a custom module in CRM. If I create in either CRM or portals, I can edit it in the CRM but I can't edit in the portal. Even if it is created in the portal it wont edit. Anyone know why? I've created a new module and it works fine but this one

• Account Site

  Hello, I would like to know what exactly do you mean with the field "Acount Site" in the account module.  Thanks for your help.

• Kaizen #116 - Client Types in Zoho API Console

  Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss different client types available in Zoho API Console, and when to use each. When you register an app in Zoho API Console, you typically choose a client type

• Solicitud revisión y desbloqueo correos de el dominio ecuatoys.com.ec

  Hola equipo de Zoho, Mi cuenta de correo asociada al dominio ecuatoys.com.ec está bloqueada para el envío de correos (Error 554 5.1.8 Email Outgoing Blocked). Quisiera solicitar su revisión y desbloqueo. Ya tengo correctamente configurados los registros

• I am unable to receive email but can send email and if replied on the same thread can receive.

  Hello, I am unable to receive emails at all. Tried with gmail and other emails also. But if I send email first and then the person replies on the same thread, I can receive it successfully. I guess my MX records all are good, did what was recommended

• Zoho emails not sent stuck in processing

  As in the image below the emails sent are stuck in processing mode

• zohomail - sending faxes via email using thexxxxxx@faxage.com format

  anyone doing this? zohomail - sending faxes via email using thexxxxxx@faxage.com format we do every so often send faxes using faxage.com

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• DKIM record Missing

  zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?

• Task Permissions

  Is there anyway to have some tasks restricted to view just by the owner or creator?

• Zoho CRM Forecast - Exclude certain Deals

  We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our

• Can't click 'Read More' button in Message module in Zoho CRM

  I can't click the 'Read More' button because it is covered by image name like this but it is covered like this please fix it since it is really really crucial https://crm.zoho.com/crm/org856669456/tab/Messages/6335480000033403311

• No Teamspace found in CRM Sandbox

  I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this

• Date Transfer Issue: Zapier to Zoho CRM Formatting Problem

  Hi there, I am trying to transfer a date field from Zapier to Zoho CRM. I have tried several date formats, including using Zapier’s Formatter tool, but the data is rejected. What exact date format does Zoho CRM expect, and how can I correctly reformat

• How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?

  Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.

• Search function in Zoho Sheet mobil app on android - not working

  Hello, Im new here and registered for Zoho Sheet. Than i installed the android mobile app on my tablet (redmi note pro 5g). But I cant use the search function for my added excel table. When I use the web version for zoho sheet with the same imported table

• Impossible de créer une adresse e-mail : licence déjà utilisée mais aucun utilisateur visible

  Bonjour, Je suis abonné à Zoho Mail Lite avec 1 utilisateur (abonnement actif), mais je ne peux pas créer mon adresse pro contact@joasavon.com . Le système indique « Limite maximale de licence utilisateur atteinte », alors que je n'ai qu'un seul utilisateur

• Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

  Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies

• Zoho Learn & Zoho Connect

  Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

• Repeat script N number of time with some incrementation

  Hi, I have a script I want to repeat a certain number of time, depending on a value from a variable NumberOfDelivery, and at a certain frequency depending on a variable DaysBetween (wich would afect my addday function on the last line). Here is the basic

• Zoho Analytics API Call With Pagination

  Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i

• MArking as NOT SPAM

  I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.

• Max limit reached on Web Tabs for Zoho Projects

  Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners

• Join our World Password and Passkey Day expert Q&A 2025

  Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

• Global "Search" in FSM

  I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

• inventory template

  is it possible to implement if condition within inventory template?

• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the

• Want to setup automation

  I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.

• How to delete a Zoho CRM record in Creator?

  As I read in the tutorial there is a way to add or update a Zoho Crm record from Creator. I would like to ask you if there is any way in Creator to delete a record (using deluge) from Zoho CRM?

• What is VoC "Unique count", counting?

  Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.

• Document data extraction and import into CRM.

  I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us

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