ご検討中の方

• Recent Topics

• Integration between Zoho Creator & Zoho Projects?

  Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??

• Zoho CRM's Old User Interface is set for EOL - Deadline and What to Expect

  Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Improved Email Management: More control over outgoing email delivery in Zoho Creator

  Hello everyone, Managing how your Zoho Creator applications send emails just got a whole lot more powerful. We've completely revamped the Email Management feature to give you greater flexibility, better deliverability, and deeper control over your outgoing

• Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM

  Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,

• Marketer's Space: Make your emails more engaging with polls and surveys

  Hello Marketers! Welcome back to Marketer's Space. This week, we're looking at two features that can turn a one-way email blast into an actual conversation: polls and surveys. Why to use polls and surveys? Most emails go out and you hear nothing back.

• Error when connecting zoho projects mcp to Claude

  When trying to connect zoho projects mcp through cloude, I am redirected to zoho login page, and then after adding my registered email I receive this error: Error while Initiating OAuth Invalid server url. Kindly re-verify oauth url from metadata and

• Item image on document

  I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote

• Cash Recipt

  You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support this

• MCP > Creator connection failing with Claude

  I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

• Zoho Analytics Aggregates

  I have the attached report that lists Jobs and I want to aggregate the totals of Total Budgets, Total Bills and Difference for each Construction Stage. Can anyone tell me how I aggregate them?

• Customer/Vendor Portal session duration - can it be extended?

  Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our

• Last Name Required

  Is there a way in CRM with the last name field to make it not mandatory? We are taking leads from a web form created in ZoHo CRM Form builder Form fields for this specific form are: First Name E-Mail Question/Comment Previously when using another form

• Cannot receive emails

  Sent one days ago still no feedbacks, cannot call customer services number

• Rating system button not translated to Spanish + "Done"

  I've run into a issue with the new system for rating support interactions when the chat is ended: Missing Spanish translation: The button is still showing in English as "Done," even though the interface language is set to Spanish. It should display something

• Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

  I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

• Zoho Cliq not working on airplanes

  Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

• Completed Calls don't associate with Scheduled Calls

  I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter the

• Need Parallel Transitions for Zoho Desk Blueprint

  Zoho CRM's Blueprint already supports Parallel/Multiple Transitions, letting multiple transitions run simultaneously between two states (refer to https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/parallel-and-multiple-transitions-configuration-and-usage#Using_Parallel_Transitions)

• Zoho Forms integration Google Sheets

  Hi, quick one. I wonder if you can help. I have a Zoho Form integrated to a Google Sheet. The fields are showing across the top, but no records are there. I have checked in Zoho Forms to see if there have been any failed integrations, but there are none.

• ZoHo Mail & MCP connectors

  Is ZoHo working an MCP connector for mail?? I find it very useful in Gmail to have Claude summarize messages for me. Thanks Jim P.S. Sorry if this is the incorrect forum. Mods please adjust as necessary.

• Introducing the Required Skills field for Job Openings

  We're excited to announce a new enhancement to the Job Openings module - the Required Skills field, formerly known as the Skillset field. This enhancement brings improved functionality and a fresh UI to help you define your job requirements effortlessly.

• ZDialer app sign in replys: Account doesn't exist

  I couldn't find Zoho Voice for a category. Problem: I have an active Zoho account with Zoho Voice and Zoho CRM. I can successfully sign into both services from my computer using my email address. However, the ZDialer mobile app redirects to accounts.zoho.com

• Checking validity of fields when converting Leads

  Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• Reports not adding up

  I have a subform that we add lines for costs. These are added up in the aggregate (see image 1). When I pulled these into reports, I link the aggregate subform cost, but it keeps adding each subform line, instead of just the PO Subject and the numbers

• 【西日本初開催】「AI and DX Summit 2026」のご案内

  ユーザーの皆さま、こんにちは！ 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日（木）に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。

• creating an alias

  your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

• Set Mandatory Lookup Fields in Ticket Layout

  I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?

• viewing deactivated users on a calendar

  I was just on help chat Me: Ok, Can i verify that I understand correctly? If i fire someone, I need to deactivate them in zoho asap so they don't have access to company data (like customers). When I do that, there is no way to see them on the CRM calendar

• Non-depreciating fixed asset

  Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording land

• Reconciliation: don't auto-select transactions outside the entered Period

  When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen

• Settling Credit Card Payments

  Hello All, Been using Zoho books recently. The banks have been configured to add credit cards as a liability account in the chart of accounts. we have incurred payments and have recorded these expenses as paid thru credit card However when it comes to

• Integrations of freelancing websites

  It is a customized effort which we require to be implemented on our Zoho recruit. We want that Upwork and Freelancer and other such freelancing websites get integrated into our Zoho Recruit, so that, any communication which we do with the candidates from those websites gets directly recorded on our Zoho recruit and we don't have to move back and forth by opening any other application other than Zoho. If this can be done, we think of managing the entire communication through Zoho recruit and use it

• Create Package From A Picklist

  Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we

• Ability to Set Client Name During Portal Invitation

  Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating

• Once the photo is clicked, the image is not making a reliable match against profile image on the organization's Zoho People database.

  Please advise how to improve reliability of the kiosk image match for clocking in/out. We are trialing this however not having success after the first image match. I'm guessing these matched because the profile image was taken the same day and the employee

• Announcing new features in Trident for Mac (1.38.0)

  Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Access message drafts from anywhere. Have you ever typed out a detailed response

• Direct Access and Better Search for Zoho Quartz Recordings

  Hi Zoho Team, We would like to request a few enhancements to improve how Zoho Quartz recordings are accessed and managed after being submitted to Zoho Support. Current Limitation: After submitting a Quartz recording, the related Zoho Support ticket displays

• Celebrating the businesses behind Bigin: Customer Awards 2026

  Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.

• Next Page