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• CRM: related table using module queries, are links possible?

  Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with

• 【開催報告】名古屋 ユーザー交流会 Vol.1 2025/6/6 Zohoで社内システム管理を実現するユーザー事例の共有

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 6/6(金)に名古屋 ユーザー交流会 Vol.1を開催しました。当日は11名の皆さまにご参加いただきました。 本投稿では、当日実施したセッションの様子と投影資料をご紹介します。会場にお越しいただけなかった方も、ぜひご覧ください。 ユーザー活用事例セッション：Zoho CRM Plusによる引合~見積~受注までのプロセス統合 日本アイリッヒ株式会社の清水裕さんに登壇いただきました。以下に一部抜粋して掲載しています。ぜひご覧ください。 セッションの後半は、清水さんの環境を投影いただき、実際の画面上で操作しながらご説明いただいたため、本記事では掲載しておりません。予めご了承ください。

• Better reorder point functionality?

  1. How about having item reorder point warehouse level instead branch? 2. Considering committed stock and to be received quantity also as reorder point calculation? 3. Considering associated items as committed when sales order created on composite i

• Batch tracking updates

  I applaud the Zoho team for their recent updates to batch tracking information and even though I have 'chatted' to the Zoho team, I'm still batteling to understand the reasoning on the below. We buy stock in bulk and it is received into the Bulk Warehouse.

• Custom Button in Shipments

  Custom buttons feature is very much needed in shipments. Please work on this feature request!

• Zoho Support is Dysfunctional & Don't Know Their Own Support Hours

  Seeking clarification on Zoho support hours and contact numbers please. We have been trying to phone Zoho support on +61 2 8066 2898 at 9:20am AEDT for the second day in a row, and gotten a message on Zoho's support line: "support is open monday through

• What are the knowledge database limit for AnswerBot and which app its integrate?

  1) Can AnswerBot be integrated in Trainer Central? 2) Can AnswerBot learn from external websites and excel spreadsheets? 3) Is there a limit size or number of documents for the knowledge based content to train AnswerBot? Thanks

• Reports showing 24hr days instead of business hours

  I am not sure what I am missing, I created a report to look at resolution times in business hours but it is displaying hours based on 24hr days. I have business hours set (7am-5pm) and all that functionality is working, the reports are displaying 2 days

• Skip Pages - Zoho form

  Hi Team, I need help with skipping pages based on the below logic in Zoho form: If field number of borrowers is 1 and field number of dependants is 0 then do not show page borrower 2 and 3 If field number of borrowers is 2 and field number of dependants

• How to print blank form and also how to use form offline

  I have created a form in PC and want to use the form in the field to gather information. Can I use the form offline in PC - in case I have no internet access? As a fail safe, I'd like to print the blank form ut just in case the PC form doesnt work for

• Using Marketing Automation Journey to associate lead record with a campaign?

  Hello, I am trying to push people from a Marketing Automation Journey to a CRM campaign so I can track lead journeys and lead conversions however I am hitting a roadblock. When a lead hits particular scores or does specific actions in marketing automation

• Expose FIFO COGS in Invoice API

  Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get the

• Drag-and-Drop Customization Interface for Help Center in Zoho Desk

  Hi Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the customization of the Help Center in Zoho Desk. 🔧 Current Limitation: At present, Help Center customization options are quite limited through the Zoho Desk

• hide resolution from help centre

  to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

• Stop selling out of stock Items.

  Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books. 

• Importing New Items to be Added to Existing Item Group

  How to use the import sheet to import new items to be added to an existing item group. The import gives me an error that the item group name already exists and won't proceed. If it's possible, how should my import spreadsheet should look like?

• ShipStation and Zoho Inventory

  Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts

• Condolences and Prayers Following the Ahmedabad Plane Crash

  Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have

• Zoho Developer Community Monthly Digest – May 2025

  Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our

• Timesheet in project not visible to invited users.

  We are using Zoho Projects and have enabled the client portal so our clients can access both Projects and Timesheets. However, while the client can see the project, no timesheet entries are visible. How can we resolve this issue?

• Scheduled outbound calls

  How do you mark a scheduled outbound call as complete? I see no way to change the status.

• How to see exact clicked links in CRM from Zoho Campaigns ?

  Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.

• Email parser rule will only parse emails with an exact match? What madness is this?

  I finally got myhead around deluge and scripting, but wondered why my parser wasn't working. (https://help.zoho.com/portal/en/community/topic/extract-11-digit-number-in-any-position-from-enail-subject) Problem: There are *zero* characters or phrases that

• How to add a fee based on payment method

  I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create

• Condolences and Prayers Following the Ahmedabad Plane Crash

  Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have

• CRM Analytics - Elegant Comparator

  Anyone noticed a wierd thing on the Elegant Comparator on CRM... Compare Among - Time Period - Last 6 Weeks... only 5 weeks show Compare Among - Time Period - Last 5 Weeks... only 4 weeks show Compare Among - Time Period - Last 4 Weeks... only 3 weeks

• The Social Wall: May 2025

  Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries

• Copy Templetes from one module to another in Zoho Books.

  Hello, I have created a Custom Module in Books for GST Invoice. I can see only 1 Invoice Templete over there. Can we clone or copy Invoices Templetes from Sales Module of Books into Customer Module.

• Enhancements in Bookings browser extension

  Greetings from Zoho Bookings! We're here with another update to make your scheduling even quicker. We have enhanced our browser extension with three significant features: Copy slots to email Gmail integration LinkedIn integration Copy slots to email This

• Some notes are shown as Not Synced

  I'm not sure why this happens but it's a weird little bug I noticed. I have two notes I believe that has that weird icon shown in the screenshot that shows that it's not synced even though the notes do sync properly. Manual syncing doesn't remove the

• Power of Automation :: Auto-Color Tasks in Gantt chart based on values in Picklist field.

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

• Zoho CRM record in blueprint unable to initiate any form of approval process

  My business case As a penetration testing company, we have engagements that need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory documents sent” to “testing in progress” to “report delivered”. On this path, a particular

• 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

• Tip of the Week #57– Reply faster with saved response templates!

  Ever find yourself typing out the same email reply over and over again? It's time consuming and eats productive work hours. With shared response templates, you and your team can create pre-composed messages to quickly respond to common queries — saving

• Connect MySQL database to Zoho sites

  Hi! Is there a way to connect a MySql database with Zoho sites. So the user input are stored in and dinamic data is fetched from the database? Regards, Mihály

• What’s new in Zoho RPA: Cross-platform automation, OCR, and more!

  Zoho RPA is now included in Zoho One Zoho RPA is now part of the Zoho One suite, bringing unified automation to your entire business ecosystem. You can now automate UI-based tasks across Zoho apps and third-party systems too. From processing sales orders

• New in CPQ: Create dynamic actions in Product Configurator (PC), clone PCs and Price Rules (PRs)

  Configuring product combinations just got enhanced. Zoho CRM's CPQ system now supports dynamic actions based on multiple base products. Additionally, you can now clone configurations for both Product Configurator (PC) and price rules (PRs). Dynamic actions

• Beyond Email: #2 Connect better with Contacts

  After successfully creating a 'Welcome & Setup' event using the Calendar, Sarah is eager to invite her team members to participate. For a smoother communication experience and easy access, Sarah wants to store their information, ensuring quick reference

• Integrate MS Teams with Zoho CRM for faster collaboration

  Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,

• What is New in CRM Functions?

  What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

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