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• Recent Topics

• Multi-Select Flow Between Modules

  Hi, I have a Multi-Select Fields in my "Clients" module in Zoho CRM. Whenever that fiels is created or updated, I want it to reflect a similar field in my "Enrollments" Module -- so they match. I keep running into JSON errors for some reason. The main

• WorkDrive user

  Hi, I have 7 users in my organization Can I purchase 4 licenses for "WorkDrive" and choose which user can use them from the 7 users I have? Thanks

• Subsections for organizing Data more structured

  We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.

• Achieve multi-level record prioritization with multiple Kanban views per module

  Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays

• QR code on Transfer Orders

  Adding a QR code to Transfer Orders may be useful, as employees receiving transfers could scan the code to open the record on their phone or PC so that they can quickly accept the transfer.

• Appraisals - Copy from Most Recent Review

  For employers who regularly conduct employee appraisals, there's often little that changes from review to review. I find myself printing the previous period's review, and largely re-typing much of the same information, making updates where necessary to

• Appraisals - Order of Previous Reviews Should Be Newest to Oldest

  The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.

• How do I change the wording of the tile of SignForm?

  When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at

• "Send Email" button for Quotes module

  I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,

• Parent Form -> Subfrom with Lookup Field - Desync on Parent Form Viewport

  I have a Parent Form (Accounts) with a Sub-from (Documents). The Documents form contains a lookup field for Accounts, however when the "Related Account" Lookup Field is updated via the Documents form, the change is not reflected in the Accounts Form's

• Cannot deliver email campaigns to emails hosted on Microsoft Exchange

  I've created a few test email campaigns and tried sending them to my co-workers. They were marked as delivered in Zoho Campaigns; however, no one received the campaign (not even in junk email folder). We use Microsoft Outlook for email. After another test, one person out of 4 got the campaign email in Exchange... in junk mail.  Emails to other hosts were received (yahoo mail and gmail). However, the message sent to gmail was automatically put into the spam folder. How do we avoid this in the future? 

• Coupon Code Re-Use

  If we have a one time coupon code that is added to a subscription, can we re-use the same coupon code on the same subscription in the future? We would be giving discounts for referrals on a periodic basis. Is there a better way to handle this?

• Limit number of records in Related list

  Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks Manny

• Resetting auto-number on new year

  Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

• Can we connect Zoho Billings with QuickBooks?

  Hi, On the old page of Zoho Billins (Zoho Subscriptions), it mentioned that we could connect Zoho Billings with QuickBooks. I don't find QuickBooks on the list of integration on Zoho Billings page now. Is it still possible to connect Zoho Billings with

• Zoho emails not being delivered to Hotmail accounts!!

  Hi, I have this problem I already posted yesterday. My emails are not being delivered to hotmail accounts. They do not even appear in the Spam folder. I already enabled the Domain Keys for my domain and setup the SPF record in my domain manager v=spf1

• Data migration Limits

  We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.

• Best Way to Extract Structured Data from Emails in Zoho Desk/Flow

  I am trying to automate the processing of NSF (Non-Sufficient Funds) notices received via email in Zoho Desk. Specifically, I need to: Extract specific details from the email body, including: Account Number (e.g., "Account Number: 987654321") NSF Amount

• Reusable Custom Functions Across Department Workflows

  Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.

• Why are Deals from ZOHO CRM not synced to ZOHO Desk?

  We are working with Deals in ZOHO CRM to register new assignments from our clients. I would like to service the execution of these Deals via ZOHO Desk, but apparently ZOHO Desk does not automatically show the Deals connected to Clients as registered in

• Invoice Line Item Report

  Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.

• Allow Validation Logic to Prevent Merging Specific Tickets

  Is there a way to add a validation to the "Merge" process such that if one of the tickets being merged meets a specific criteria, the system prevents the merge? We have run into issues where a team member merged a ticket that clearly should not have been

• Add second Help Center [resolved]

  Hi, I need to create a second help center. My two help desks must be independent, each with a custom subdomain, and no common base for users. I don't want in center A they can send a ticker to center B, and vice versa. The first one is functional, and

• Images not showing up in Desk tickets

  Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!

• Hide/Remove Zia search bar in Mobile app

  How do i hide the Zia Search button " Search across Zoho apps " in the app?

• Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!

  Dear All,  Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from

• Automating Follow-up Email After Call Ends – Best Approach?

  Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyone

• Adjusting the company logo size within an email template - how?

  We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in the

• Sales without Invoice refund

  I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance

• Zoho Creator App used through Zoho Connect/Workplace Account - Issues - Formulas & Connecting Zoho Forms

  Good evening! I am having trouble connecting Zoho Forms to my Zoho Connect App (Workplace subscription - so not full Creator account). Does anyone have ideas on how to make the submitted form feed into the app to creator a record? Part of the trouble

• hour() deluge function always return 0, how to get hour using deluge?

  I am trying to get hour from Date/Time field like this createdTime = lead.get("Lead_Creation_Time"); hour = createdTime.getHour(); info hour; // this line will returns '0' but the result will always zero, I expect it will return '13'

• How to enter Bank Account details for Auto-Charge via API

  We need to add Bank Account info for a recurring invoice to enable auto-charge. Can this be done via the API? I know that we can add credit cards using the following: POST https://books.zoho.com/api/v3/recurringinvoices/<rec_inv_profile_id>/card/<customer_card_id>?organization_id=ORG_ID&authtoken=AUTHTOKEN

• Close a task without tagging it as completed

  Hey everyone, I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one). A task can be 'completed'

• Cannot set Subform Multiline field to read-only using Client Script

  I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);

• Log360 Cloud is now integrated with Zoho One!

  Hello all! We're excited to announce that ManageEngine Log360 Cloud is now available in Zoho One.This app is an SIEM solution developed by ManageEngine and below is an overview of the product's notable standalone aspects, which are now extended to Zoho

• Can I trigger workflow rules only on weekend and certain hour?

  I want to trigger a workflow rules on the leads created between saturday 5 pm to sunday 5 pm. can I do that? i have tried to search but I cant find option something like that. is there any workaround to solve this?

• "Extra keys limit has exceeded"

  Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit payment

• Merge Fields in Email Templates using Custom Object Data

  I'm struggling with the following: MyCustomData has fields "serial number", "site ID", "chip number" Contact Has-a MyCustomData Account has-a MyCustomerData I want to email all contacts, or account contacts using an email template but I want to reference

• Changing Customer Currency

  It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer

• How to Schedule onsite Estimate?

  I just want to schedule a simple onsite estimate. How do I do this?

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