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• Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

  Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboard

• Need to set workflow or journey wait time (time delay) in minutes, not hours

  Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer

• Atualização que agora me lascou!

  Bom dia a todos! Recentemente a Zoho lançou uma atualização que permite edição do Subformulário de Itens Cotados na página de detahes do orçamento. Isso está acontecendo demais minha vida pois tenho várias funções nas quais o gatilho de funcionamento

• Synchronize 2 google calendars in Zoho Mail/calendar ??

  I have 2 google accounts with calendars. Choose Zoho to integrate my info. But some developers have decided that I'm not allowed in my real life to have more than one Google calendar. So please answer yes or no'. can Zoho Calendar have 2 google calendar

• Lookup field in User module cannot look up to custom modules!

  Hi there, Expense has been great so far but it's sad to see that a simple thing such as allowing a lookup to custom modules from the Users module is not yet implemented. Hope to see this in the next release. Do you have any plan for that?

• How do I stop login from requesting an OTP

  I have some users that can login without a OTP request and some not. How do we disable this. Mark

• Whatsapp Notification For Cliq

  We have integrated WhatsApp Business into Zoho CRM, and messages are coming through to the CRM. However, I want a notification message to be sent to the data owner in Cliq when a new message arrives. This doesn't seem possible through rules. Is there

• Reporting email opens in email shots

  I checked the reports from my emial opens for the email I do every week. Until today, I had 1000+ opens in my email shot free two weeks ago and the week before. I checked today, and this is reduced to 400+. How can these reported numbers be so unreliable?

• Kaizen #154 - Dynamically Update Picklist Values in Zoho CRM Workflows

  Hello all! Welcome back to another interesting Kaizen post. Today, we will discuss how to add automatically or remove values from a picklist field using Deluge within a workflow. This post serves as a solution for the forum post. Use case The sales team

• How to open a URL for current selected record from a button in a report.

  Hi, Can you tell me how to open a pop up window for the currently selected record when pressing a button from a row in a report? I've seen very old posts but none of the solutions seem to work for me. Also how can i access details from another report

• Email alias per task list so these tasks don't get listed under a 'General' task list that we didn't create nor use

  Using an email alias to add tasks is very good for forwarding emails directly into Zoho Projects however everything gets listed under a 'General' task list which is counter-intuitive. It would be good to have an email alias for each task list so we can

• Why am i finding it hard to just allow my widget send data that are inserted to the Report section i need Help from experts am new

  Am really finding it hard to send the data from my widget to the Report section can anyone Guide me Through?

• Urgent: Assistance Required for Domain DNS Configuration (planb-hub.com)

  Dear Zoho Support Team, I hope you are doing well. I recently purchased the domain planb-hub.com through Zoho, but I am experiencing difficulties configuring its DNS settings. When I tried accessing the DNS management panel in Zoho, I could not find the

• Set Default Payment Method & Default account

  Hi, I would like to know how to set the default payment method and default bank account when recording payments in zoho books. At present we have to change these fields everytime we record a payment, which leads to potential error and as we have a very

• How to create Calendar Events using Email Alias

  I am trying to create a calendar event using alias emails i have created, but there is no way I can do that without making the alias a primary email. So everytime I need to create an event, I need to go to setting and change the alias to be primary email.

• Zoho CRM Tracking Google Enhanced Conversions

  Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,

• Everything AI in Zoho Recruit – Webinar Recording Available!

  AI is transforming the way recruiters find, engage, and hire top talent. In our latest webinar, we explored how Zoho Recruit’s AI-powered features can help streamline hiring, automate workflows, and improve decision-making. Missed the session? No worries

• URGENT Need to Change/Revert the Home Currency!

  Hello, My colleagues in Germany somehow changed the home currency from US$ to Euro as they were exploring the system for their potential use. Now I have over 600 potentials from the US with data in Euros. What I could find in the help files regarding

• Homepage not assignable to group

• Zoho Creator Upcoming Updates - March 2025

  Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder

• The ability to show fields from subforms when viewing from related list

  Hi there, Currently im only able to display default columns , however when im unable to add the columns/fields from the subform Ive created. below is a field called quantity from the subform. Im not able to search up this field from the manage column

• I need to know the IP address of ZOHO CRM.

  The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to

• Prevent subform editing on a module's detail's page

  Hi everyone, We would like to prevent any editing of the subform data in the : Create page Edit page Details page (as subform editing is now allowed by the recent UX update) We are able to prevent editing by making the subform fields read only in the

• Unexpected Error in Reports (Pivot Chart, Pivot Table)

  Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.

• Zoho creator app

  I have created an asset verification application and it has been working fine the past few years on version 5. Now when I punch data or scan barcode then click send the system loads and try pulling the data information and brings it back but the submission

• App Issue

  I have created an asset verification application and it has been working fine the past few years on version 5. Now when I punch data or scan barcode then click send the system loads and try pulling the data information and brings it back but the submission

• Calculations in item custom field

  Dear Sirs,    Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,

• Forex Bank Refund Entry

  Hello, please advise how to enter refunds from our bank forex department. The refund was because we were on preferential rates but at the time of USD purchase were not given the preferential rate, therefore the bank calculated the excess that we paid

• Access demo forms other than developers in Zoho Creator 6

  Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishing

• Payment Gateway

  Hi, Im having an issue with the payment gateway, Im unable to edit/delete the details on paytabs as it mentioned it has peding transactions, although I have deleted all payment links created. See below screenshot

• Enhanced Column Customization in Zoho CRM Email Templates

  Dear Zoho CRM Team, I'm trying to create a footer in the Zoho CRM email template based on a specific design, but I’ve encountered limitations with the current WYSIWYG editor. Currently, the editor only allows adding preselected column structures with

• Show All Mails

  When there are multiple users working with a single contact, there can be multiple mails to/from each user (but all related to the same contact).   Currently there is no way that I can find that allows you to view all of the mail messages in a single view.   You currently have to toggle between each user in the drop-down menu.  There is one open for "Sent Emails from CRM" that shows all Sent mail messages from all users, but this does not include the inbound emails from the contact.   It would be

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Zoho Desk Android app update - Activities module support

  Hello everyone! In the most recent version of the Zoho Desk Android app, we have brought in support for the 'Activities' module. You can now access activities as a separate module and manage your events, tasks, and calls within the mobile app. Also, you

• Bulk Edit Issue

  Now the record Bulk Edit execute the Script On Edit --> On Success, But it was just update the selected field in Bulk Edit. Sample: If I want to update the Status field only to "Canceled" but the Status will be updated to "Completed". based on the script. Please advice about new Bulk Edit behavior. Omar

• Zoho Desk - Archiving Contacts

  Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.

• Im Stuck in an EDIT ONLY WITH WIZARD issue

  So I found Wizards to be a really helpful tool in minimizing the exposure of redundant, superfluous fields to staff that would never otherwise have to edit those fields. My issue is, that when the record (in this case a lead) is created with a wizard,

• bulk edit records and run internal logic

  hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

• Dark Mode for ZOHO Recruit

  Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!

• Workflow Logs

  How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?

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