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• Credit Card Feeds Not Working

  Did anyone encounter the issue with CC feeds? On all my Credit Cards the button "refresh now" disappeared and data is no longer uploaded. Also, I am not able to reconnect the feeds. I am able to add the same Credit Card as a new Credit Card, but as I

• Issue with JWT Token in ZohoDesk Webhook GET Request (While setting up new webhook)

  Hi Team, We have set up an endpoint on our application to receive webhooks from ZohoDesk. For security reasons, we expect a JWT token from ZohoDesk to authenticate the request. However, we noticed that while setting up a new webhook and doing the test

• Is it possible to require a field in the Help Center but not for an Agent?

  It's nice to have required fields in the Help Center, but if a client submits an email directly, I don't want those fields to be required because making any change means each required field needs to be filled in, and we won't necessarily have the info.

• Zoho Mail for ARM64 Windows

  Hi, I am a fairly new client of Zoho and first of all I would like to share my appreciation as services, apps and pricing are fantastic! I would like to ask if there is maybe a plan to release Windows ARM64 client? Although Zoho Mail works fine on Windows

• Resending a submitted form

  Hello, Within Zoho Forms, I'm looking for a way to re-submit a form that was already submitted. I can push to merge to a document but I cannot figure out how to get just a simple pdf copy of the submitted form.

• Clarification on Lead Score Breakdown in Zoho Marketing Automation

  Hello I have a question regarding the lead scoring system in Zoho Marketing Automation. Specifically, I want to understand the breakdown of how a lead's score is accumulated. For instance, if Person A has a lead score of 50, I would like to see the detailed

• Automatic License Management Upon User Deactivation in Zoho One

  Dear Zoho Team, We would like to propose a feature enhancement for Zoho One regarding license management. Currently, when a user is deactivated, their license is not automatically downgraded or removed from our account. Zoho explains this behavior by

• How to pass card fees onto customer sending invoice from Zoho Books using Stripe as payment option in Australia

  How to pass card fees onto customer using stripe in Australia . I mainly send invoices via Zoho books, I got stripe active as a payment option. Im in australia and only have local customers

• Print changes to "preview" screen/won't print

  Starting today, after hitting "print" for an email, the print preview screen looks different and it won't print, whether I hit the "print" button, or ctrl+p.  Was there a change made today?  Any suggestions? I can still print just pointing to the email display on the screen and ctrl+p, but does not have a readable layout that way. Thanks. 

• A POS solution to complete the business solution for SME businesses

  For such a long time one aspect of SME business completely ignored has been a suitable POS solution native to Zoho and integrated with all the usual and necessary applications such as Inventory, Books, Commerce and CRM. The first and generally only option

• Kaizen #161: Global Sets using Zoho CRM APIs

  Hello all! In this week, we will see how to work on the Global Sets using our Zoho CRM APIs. Global Picklist APIs were introduced in Zoho CRM API version 6. In this post, we will cover the following Global Sets in Zoho CRM Advantages of the Global Sets

• Zoho One vs individual products

  I'm looking at a few Zoho products and have a question about them.  I like Zoho CRM, Assist, Meeting, and Sign for example.  Being that I'm a one-man operation I would only be buying one license for each of these.   Zoho CRM Enterprise is 45 a month, Assist is 15.00 a month, Meeting is 10.00 a month and Sign is 24 a month.  I see that Zoho One offers enterprise class features but of these four only CRM and Sign have an Enterprise level subscription.   If purchased individually all of these would

• Auto scan receipt multiplies values by 1000 where decimal separator is comma

  This is a new problem as it worked properly in the past but not since Jan 2025. Where receipts use comma as the decimal separator values are multiplied by 1000 when auto scanning which means the user must go back and edit the expense.

• Support www.camcard.com

  Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

• License requirements for Zoho Apps for multiple businesses

  We have two businesses with Zoho subscription. Some of the Users from one company (already possess a license) need to access Zoho apps in other business. Is it possible to save the additional license for same user? How the directory should be configured

• Error Message - The email which you have entered belongs to a different deployment/region

  Hi there, I am trying to set up a new employee in our Zoho one and keep recieving the error message saying "The email which you have entered belongs to a different deployment/region". Can you please let me know why this is happening and help me with setting

• Introducing mobile-only plans in Zoho TeamInbox!

  Dear all, Greetings! We have exciting news from Zoho TeamInbox! Introducing mobile-only plans for our multichannel inboxes. In addition to our web plans, you can now purchase Zoho TeamInbox directly from your mobile app store. This version allows users

• Line Level Markups When Creating Quotes

  It would be amazing if we could add line-item-level Markups for items and non-listed items when creating a Quote. I know Pricelists exist but they don't work the best for a quick quote with changing items and different Markups.

• Search in CRM not working

  Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists

• Announcing new features in Trident for Windows (v.1.20.4.0)

  Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure

• Subform - Width

  HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click

• Allow Filters with Only Special Characters in Zoho Mail

  Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering

• "Else" in all automated actions in Zoho

  Hi here, We have an important database and we need an email follow-up for each Lead or Contact created. My problem here is we have multiple follow up emails for every type of contact/lead, i created a workflow but i cannot find a good solution to cover

• Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success

  Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,

• Auto numbering phone call module

  For some reason, I cannot add a auto-numbering field to my phone calls module. To the best of my recollection, this is the only module where this is not an option. Is this something that is being addressed or is there a workaround?

• Set Custom Fields when Creating a Workflow Task

  When creating a Task by a Workflow or a Blueprint Transition, there is no option to set Custom Fields that exist on the Task Layout unless they are marked as required fields. I know there is a workaround to create the task by custom function but having

• Power of Automation :: Schedule Timesheet export automatically.

  Hello Everyone, We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too. The schedule function allows you to execute custom

• Unusual activity detected from this ip. Try it again later.

  I tried creating new users because I gave the old ones wrong names and addresses. But now I can't create new ones.

• MX Configuration

  I have added the MX records to my domain provider DNS Settings two days ago and I am still unable to send or receive emails I'm still getting the notification; "Your domain emails are not delivered to Zoho Mail. The MX records of your domain 'moveitireland.com'

• Complain about support person

  Why no-one has replied to my support tickets? Why Krishni B marked them as Invalid without letting me know? very Disappointed

• Client Script - onSave event doesn't take Mandatory fields into Consideration

  I have several mandatory fields setup in a module, and I am using the onSave Event in Client Script to invoke a custom connection Now the problem is, the onSave event is executed even if there's an error such as Missing Mandatory Fields or Validation

• Kaizen #177: Duplicate Check Preferences API vs. Upsert API

  Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two important APIs for managing duplicate records in Zoho CRM - Duplicate Check Preferences

• How to Retrieve Serial Numbers of Items in Zoho Inventory via API?

  Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers for

• Zoho Mail (Canada) is down? URGENT.

  Hi, Zoho Mail is down for me and my clients clients in the Canadian datacenter. Is there anything being done about it? It's quite urgent.

• Email Not Showing From Website Contact Form Submission

  When a prospective client emails me from my contact form on my website, the email that arrives in my inbox doesn't show that person's email address despite it being a required field on my contact forms. It's a wordpress site and is working at that end, I've tested with a different email address and despite entering it, it doesn't show in the email I received in Zoho. Is this a Zoho problem or a problem with Contact forms on wordpress?

• Mail Policy Problem

  Hello, I have setup a new Mail Policy for outgoing and incoming attachments. For testing purposes I have currently setup for outgoing attachment policy, allowed *.txt files. However in this instance, when I try to send an email with a .txt attachment I get the following error. "Unable to send message;Reason:554 5.7.7 Mail Policy violation : Check attachments and try again" Also sending mails without an attachment also results in same error message.  Can you help please.

• Parent-Child ticketing upgrades for better efficiency and context

  Hello All, The parent-child ticketing system in Desk helps the customer service team resolve related issues faster and more efficiently. We're excited to introduce some new enhancements to this system. Perform updates on multiple child tickets at once

• Fetch record based on last modified time in zoho crm

  Hi I have created a script in php in which I get Account name from zoho and store in database. I have created one more field last_modified_time in database. It will keep current time stamp by default. It is updated automatically when any action is performed on database. I want to get only data from zoho whose modified time is greater than last_modified_time in database. So I used  last Modified Time function to fetch the data but it is not working for me. In php, I have created a function getdatafromzoho()

• Schedule a meeting

  Hi, I want to schedule a meeting with you to discuss more about Zoho Api and I want to create a CRM for our company using Zoho. Can you tell me about your availability? Thanks, Vlad

• Power of Automation:: Automate the process of creating checklist upon task creation.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

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