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• Recent Topics

• How do I do a formula to join two fields together like first name and last name into full name?

  Having issues with this in my custom module.  In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means.  I've tried to read the formula help guide but it's

• Zoho CRM in Microsoft Power Automate Custom Data Connector

  Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.

• How do i move multiple tickets to a different department?

  Hello, i have several tickets that have been assigned to the wrong department.  I am talking about hundreds of automatically generated ones that come from a separate system. How can i select them all at once to move them to another department in one go? I can select them in "unsassigned open tickets view" but i can't find a "move to another department" option. I also can't seem to assign multiple tickets to the same agent in that same view. Could somebody advice?

• validation function for Stage QC means QC Done fileupload field not empty on Save

  validation function for Stage QC means QC Done field field not empty . if the fileupload has value also it showing the false statement on save how i fix this Also one more concern is Custom validation function work on blue print transaction. ///this is

• Zoho Support - Again!

  I've been using Zoho One for over 5 years and it seems the level of support just goes from bad to worse. The only thing that has kept me with them this long is the product itself. When something goes wrong, it is a mandatory 2 days wait for a response

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• Map Contact to Account record based on email domain

  Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

• Edit Project Number?

  Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like

• 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.

• Canvas responsive preview in different browser window causes re-authentication/verification

  I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh the

• The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

  #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

• Second Insight - Let's talk Layouts

  The Wheels of Ticketing - The Desk Stories Let's talk Layouts What are layouts? Layouts refer to the arrangement or design of elements in a space, whether on a physical surface, like a room or a piece of furniture, or in digital contexts, such as web

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Trigger a Workflow Function if an Attachment (Related List) has been added

  Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger

• Week date range in pivot table

  Hello, I need to create a report that breakouts the data by week.  I am using the pivot table report, and breaking out the date by week, however the date is displayed as 'Week 1 2014' format.  Is there anyway to get the actual dates in there? ex. 1/6/2014-1/12/2014 Thanks,

• Canvas Flex Box containers should not require a width/height.

  Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizational

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• Device Credentials

  Connection Credentials for my device. Where is this displayed in the application.

• Data Retention Policy Update – Effective May 1, 2025

  Starting May 1, 2025, we’re updating how long we store your landing page data based on your subscription plan. Here’s the new retention timeline: Trial Plan – 3 months Essentials Plan – 6 months Professional Plan – 9 months Enterprise & Bundle Plans –

• Backup and Restore of Projects

  Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that

• Tip of the Week #52 – Use keyboard shortcuts!

  Tired of clicking around often? Navigating can feel slow when you’re switching between threads, views, or composing messages, all using just your mouse. Turn on Keyboard Shortcuts to move around your inboxes faster and work smarter. Once enabled, you

• FSM Job Sheets data to CRM

  Hello, is there anyway of getting the data collected in the job sheets into the CRM. We are collecting inspection data which we were using zoho forms for but the job sheets in fsm seem like a lot better way to collect it but we need to be able to get

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

  Update Rollout For Trial Users (signed up on or after April 8, 2025) If your email-sending domain is not authenticated, all emails will be sent from Zoho Recruit's authenticated domains by default. This update is now live across all data centers. Once

• Shopify sales orders creating a new account in Zoho

  Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attaching

• Random Email Missing for specific domians

  Our mail service randomly fails to receive emails. When certain domains proactively send emails, our sales team reports that they haven’t received those messages from clients. This creates a financial risk for us in certain cases. We’ve already submitted

• Payroll in Saudi Arabia

  Zoho is a popular software platform that offers a wide range of business solutions, from customer relationship management to finance and accounting tools. However, one major drawback for businesses operating in Saudi Arabia is the lack of a payroll feature

• CRM Hack #3: How to update formula functions for already created records.

  Hello everyone! It’s Wednesday and we are back with yet another hack.. I'm sure you've used formula fields to meet some requirements specific to your business. Let's consider an example each for external (customer-facing) and internal facing scenarios

• CRM x WorkDrive : Intégration native de Zoho CRM avec Zoho WorkDrive

  Nous sommes heureux de vous annoncer le déploiement de l'intégration native de CRM avec WorkDrive ! La version initiale comprend les changements suivants : Il est désormais possible de connecter votre CRM org à un compte WorkDrive existant ou nouveau.

• Making emails and notes private......

  Having experience using a plethora of CRM's I have noticed that this is one of the pitfalls of Zoho. Many notes and emails we want to add to Zoho we would like to make private or only visible to a set group of people.  The attached image from another CRM displays this feature.  While company policy at some firms could be that all information added to the CRM is public information.  This is a two way street.  Lots of companies have employees that are independent contractors in sales industries like

• 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

• Display an image in Zoho reports report

  I have a table report in which i'd like to display an image made up of data from another column, something like: <img src="records.photo"> However, when i do that, nothing happens.  How do i pull it off?  

• Two new updates to simplify your shift planning

  We’ve introduced two small but handy enhancements in Zoho Workerly that aim to reduce steps and give you more flexibility while planning shifts. Here’s what’s new and why it matters: Toggle between weekly and monthly roster views Pain point Planning shifts

• Android and iOS Feature Updates

  The Zoho Desk mobile app (Android and iOS) provides agents with a platform to serve their customers from anywhere and at anytime. We are happy to introduce a few enhancements in the mobile apps that will support the users to be more productive and streamline

• Agent form for car showroom

  Hey all! I am trying to make a useful crm form in creator for a car showroom. However, I am struggling with the best way to configure the CRM modules so I can make the form useable. They need to be able to have say a basic top level of is it a drop down

• How to get the call recording external ID via desk API

  I have enabled phonbridge integration with Zoom Call. I am trying to access the call recording in Zoom by calling Zoom API. I have built a Desk workflow to trigger on a new call, to call a custom function. when calling the API, the response doesn't contain

• Best practice : when to convert lead to Deal

  Hello, I'm new to Zoho and run my own business. To make sure I'm using Zoho correctly, when do I press convert, from Lead to Deal, at what stage in the conversion funnel/conversation. I want to make sure I can a) monitor status of all pending lead or

• Please don't remove the option to modify tax.

  Hi, I saw that the option to customize tax will be removed. This is VERY PROBLEMATIC for US companies who ship to different states because each zip code in the USA has its own tax rate for a single product. This is an awful idea. Please don't take this away.

• Cómo guardar datos de subformularios en filas individuales en Zoho Sheet o Google Sheets

  Hola comunidad, Estoy trabajando con un formulario principal en Zoho CRM llamado Clientes, el cual incluye un subformulario llamado Productos (máximo 3 productos por cliente). En el formulario principal tengo los siguientes campos: Cliente Teléfono Correo

• Como puedo mover un prospecto "Cliente" de modulo

  Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"

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