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• Recent Topics

• Adding string / text fields to modules

  I'm working on a custom leads module with a layout for call center agents.  I need to add text fields that are for display purposes only to prompt call center agents.  I haven't found any way to add a field in Zoho CRM that doesn't accept input, ie. is

• BCC Dropbox on the Agency Module

  Good morning! We've recently implemented the BCC Dropbox feature on our Zoho CRM, but this only appears to be working on the Leads and Contractor (Contacts) modules. It would be incredibly useful for it to work on our Agency module too as a way of tracking

• Display Company Logos in Pipeline View

  To improve deal management and enhance usability, we propose adding the option to display the associated company's logo directly in the pipeline view. Currently, users can only see the deal owner's avatar, but having the company's logo would make it easier

• Data Model - CRM Adjusting size of Entity boxes

  (Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars

• Symlinks not working

  Hi all - we're finding symlinks placed inside WorkDrive connecting to fodlers doesn't work. Anyone else seeing this?

• Do "shortcuts" or symlinks exist in Workdrive?

  I need some kind of link or shortcut to put into folders that point back to original files or folders, is there any way in Workdrive to do this?

• Quoted item subform setup button missing to add back unused field. (Zoho CRM professional edition)

  With Zoho CRM professional edition, understand that we couldnt further customize subform. But i notice there is no setup button for me to add back unused field that i accidentally removed (Tax field). it doesn't appear on left panel unused field as well.

• Issue List Export

  When viewing all Tasks, there are options to filter the list and export. With the Issue list, I can filter, but not export the list. Is there somewhere else to go to get an exported list of filtered issues?

• HTML formatting in task comments

  A few people have asked about using color-coding, bullet points, numbering, bolding, or italics in task comments. Is this a planned feature for the future?

• Create and save user-specific filter views with Zoho Sheet

  The filters in Zoho Sheet have become even more collaboration-friendly. Previously, whenever you filtered any data, the filtered view will be updated for all the spreadsheet collaborators. This disturbed the data for others working on the same file. With this new update, you can apply data filters without altering the view for other collaborators in the file.   Collaborate with user specific filters   Let us say you are working on a sales report spreadsheet in real time with two remote colleagues. If

• Unlock More Power with Zoho CRM's Enhanced Saved Filter Limit

  Dear Customers, We're happy to share some wonderful news for our valued users in the Enterprise and above editions of Zoho CRM. You must already be aware of the "saved filters" feature in Zoho CRM. Saved filters are custom search criteria that you can

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(4/24)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 4月開催のZoho ワークアウトについてお知らせします。 今回は初めて渋谷にて「リアル開催」します！！ ▷▷詳細はこちら：https://www.zohomeetups.com/Zoho20250424 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、

• An update to improve email delivery | Email Authentication & Relay

  Update Rollout Latest Update: Enterprise users (8th July, 2025) This update is now live for Enterprise plan users in all regions. This includes People Plus, but not Zoho One, which will be covered in an upcoming update. Professional users (31st May 2025)

• Zoho Finance Limitations 2.0 #15: You can't filter any Sales Orders by their SubStatus in CRM or Analytics.

  All our sales orders move through various stages and it's nice when you can filter by open orders in "50% Building"  or "100% - Built" however this is not possible in CRM finance. It's a basic feature within native CRM using a picklist. My go to was Analytics,

• Why ZOHO Function Can't Read Custom Field API In Quotes Module (Subform)

  I’m using a Deluge function to transfer data from a subform in the Quotes module to a subform in the Accounts module. Everything works except for a custom picklist field in Quotes—no matter what I try, the Zoho API can’t read that field ("Status_sb").

• 10 workflows automatisés pour booster votre conversion

  Le parcours client n’est plus une ligne droite. Aujourd’hui, les acheteurs prennent le contrôle : ils explorent les réseaux sociaux, consultent des avis, visitent des sites web et interagissent directement avec les marques. Ils ne se contentent plus d’écouter

• How to Update custom Fillable Fields via Zoho Contracts API

  Our requirements for populating contract from CRM requires passing values form multiple record types (Deals and itemised Related Lists, Proposals etc). The Contract extension for CRM is great, but these do seem to be beyond it's design or capability.

• Leave request for 0 hours is registed as 24 hours

  I have configured workschedules for all my employees, so the leave request for them whould be a lot easier. In that spirit I have configured a shift from 9 to 9 with a total duration of 0 hours. When a employee fills in a leave request for lets say a

• Seeking Business/Operations Analyst with Strong Zoho Creator Skills

  Job Title: Business/Operations Analyst-Zoho Creator Specialist Location: Kansas City, MO (On-site) Company: SkyMark Refuelers About Us: SkyMark Refuelers is a leading manufacturer based in Kansas City, known for delivering high-quality aviation fueling

• Limit POP Downloads to Inbox?

  Hello, When I connect to and download email from my account using the POP3 protocol, it appears that it's also downloading email from my Sent mailbox. Is there any way to limit the POP downloads to Inbox emails only? Thanks!

• Recurring Events Not Disappearing from Zoho Calendar When Canceled by Organizer

  I receive a recurring meeting invitation to my Gmail address, The event correctly appears in my Zoho Calendar, since I have Gmail calendar integrated/viewable via Zoho Mail. When the organizer cancels one occurrence, the canceled meeting does not disappear

• How Can I change admin account Email?

  Hi, I want to change admin email address for my account (I'm using Zoho Mail). How can i do this? Thanks!

• Can't remove old phone number from Zoho email account and add a new one?

  Every time I try to add my new number it supposedly sends me a code which I never get and I still don't know how to remove the old number.

• Many Deals to one Contact - Syncing issue

  Hi, In our CRM we have multiple deals to a contact. We have a field in deals called "Contract Type" - sometimes they are "business" and sometimes they are "personal" deals. I want to be able to send different emails to contacts depending on this field.

• How to integrate single-sign-on using Linkedin in Zoho Creator

  How to integrate single-sign-on using LinkedIn in Zoho Creator need step by step integration.

• What’s New in Zoho Expense: January - March 2025

  Hello users, We're excited to bring you the latest updates and improvements we've made to make your travel and expense management smoother and more effortless. Let's take a quick look at the important updates we've rolled-out in Zoho Expense between January

• Ask the Experts 19: Live Expert Panel Discussion - Inside Zoho Desk Spring Release 2025

  Hello again! Have you ever needed quick insights into key indicators to help manage and streamline specific operations? Have you started using AI to enhance your customer service in Zoho Desk? From configuring simple bots using Guided Conversations to

• Permissions on Views

  Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways.  Tickets seems to be missed by some agents, whislt others have customized their columns in a way that due dates are not visible and not being respected. There needs to be control on this function in order to have a standard set of views and the ability to prevent users from performing customizations

• Repeating Images in Emails

  Some emails have images that are repeated when viewed both on the web client (mail.zoho.com) and when using the Zoho Mail android app. It looks like perhaps some of the email styling is being ignored or applied incorrectly, as a brief inspection of the

• How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

  How to change the default module A"leads" to customised module "abc" in Zoho while integrating the leads from Skrapp!

• 554 5.2.3 MailPolicy violation Error, help?

  This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please

• Por que utilizar o Zoho Creator 6?

  No cenário atual, as empresas enfrentam o desafio constante de adaptar seus processos com agilidade e eficiência. É aí que entra o Zoho Creator 6, a mais recente versão da poderosa plataforma low-code da Zoho — e no nosso novo vídeo, mostramos exatamente

• Currency Field Does Not show commas upon entry - leading to inaccurate entries!

  Hello Zoho.. When our sales reps are entering deals and the profit/revenue it is difficult to accurately enter numbers with lots of zeros when there commas are NOT added until the record is saved. Could commas be added to this filed type as it is being

• m2 is converted to Kader when switching from Dutch to English

  By default, our company works in Dutch. We sell a lot of products with m2 as a unit. Now we've noticed that if we change the language in Zoho to English, the usage unit 'm2' gets replaced by 'Kader'. We've got no idea why. I'd expect that the translation

• E-Invoicing Automation

  Do you have an API endpoint for pushing the invoice through the e-tims for Kenya

• Easy way to create task from call

  In Bigin I would like to have easy way of creating the tast directly from the call. Now after the call I need to enter company record and create task there. There must be some easier and more user friendly way to create new task after the call!

• How to design a big system diagram?

  Hey, we are implementing a huge CRM system including all our departments into the CRM, just like the new UI "CRM for everyone" motivates to do. We used Draw.io to predesign everything inside of a diagram. Something like blueprints, modules, custom fields,

• Create Funnel to Track Email Outreach Conversion

  Hello, We would like to create a funnel that measures: N° of emails sent -> N° of emails opened -> N° of emails responded We would like to measure this email response conversion rate for each of our SDRs. We use the analytics tool of Zoho CRM and not

• Performance -> Extend Service -> Forms: How to use created form?

  So I have created a new Annual Evaluation form (cloned from the original one) and now I want to use it in an Appaisal cycle. QUESTION: How can I associate the form with the new Appraisal Template? Also, what is the difference between an Appraiser and

• Zoho CRM - Rollup Field for "Total Calls TODAY"?

  Good afternoon, I'm trying to build a field that will track the total number of calls made to a lead in one day. This way i can organise my call queues by this to prioritise leads without an attempt. I can put in a Rollup field for *total* calls made

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