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• New in CRM: Dynamic filters for lookup fields

  Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form

• Sync Zoho CRM Events with Google Calendar?

  Hi, Is there a way to permanently sync all events from Zoho CRM with Google Calendar? I’ve seen that you can link Zoho CRM to Zoho Calendar and then connect Zoho Calendar to Google Calendar — but is there a way to sync existing and future events from

• Pre-fill webforms in Recruit

  I don't want to use the career site portal (as I have my own already), but I would like to direct users to the application forms for each role, from my website job pages. Is there a way to pre-fill fields in Recruit application forms, so that I only have

• image cover div or original aspect

  I changed my app's theme, and now when I return to the original theme, the images in my reports cover the entire div, whereas before they were displayed in their original aspect ratio. How can I change this? I can't find the option. I only see that you

• Delete subform rows based on mainform input

  I took my first adventure in getting ChatGPT to write some code for me this weekend. I want to ADD new rows, UPDATE existing rows and DELETE existing rows based on the input of a mulitselect lookup in the mainform. ChatGPT produced this for me which seems

• Des parcours WhatsApp simples pour engager vos prospects et les convertir durablement

  En tant que professionnel du marketing, il vous est sûrement arrivé de déployer des campagnes par e-mail, SMS, réseaux sociaux ou pop-ups, sans obtenir l'engagement espéré. Une situation frustrante, mais malheureusement fréquente. Vous vous posez sans

• [Free Webinar] Learning Table Series - Smart Visitor Management with Zoho Creator—Built for Every Industry

  Hello Everyone! We’re excited to invite you to another edition of Learning Table Series, where we showcase how Zoho Creator empowers industries with innovative and automated solutions. About Learning Table Series Learning Table Series is a free, 45-60

• Query about error on flutter build for android

  I am having this error when building flutter for android. https://pub.dev/packages/apptics_flutter i followed the instructions here, modified to work on gradle version 8

• 【参加無料】6月ユーザー交流会 参加登録 受付開始（東名阪の3都市開催）

  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月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ※以下、記載順で開催予定 🟠 大阪ユーザー交流会 6/5(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション ┗Zoho サービス活用事例：Zoho

• Zoho Books Payroll

  How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• DORA compliance

  For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

• DKIM cannot be enabled for the domain as no verified default selector present

  Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?

• Will Cliq support Streaming for AI / LLP resposne

  Currently LLM APIs stream the LLM response token by token, since waiting for the entire response takes usually ~ 7-10 seconds. Is there any intention in supporting streaming in the Cliq platform? Namely, I'd like to build a chatbot in Cliq and I want

• Email address with + char is incorrectly invalid

  cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part

• Amount Change -> Reason of update

  How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,

• Zoho not receiving verification email.

  I developed a website registration page and need to send verification email. I am using sendinblue for sending out the verification emails. Somehow, the mail is not being received by the Zoho users. Gmail, outlook, yahoo domains works fine but when I try to send the mail to my Zoho account I am not able to receive the mail. Can you please let me know what might be the issue?

• How to Save Token in CRM

  Hi, Is there any method that allow user save their token in CRM, otherwise I have to get token every time the function run.(Token expire each day)

• Any simple way to setup an automation from Facebook Lead Forms to Zobot taking care of the conversation?

  Right now i have a simple setup live with Make.com sending a Whatsapp template message from Twilio to a Lead received from Facebook Lead form then a ChatGPT bot taking care of the conversation. But no CRM On SalesIQ i can't find a way to start a conversation

• Automation#22 Track Ticket Duration at Specific Status

  Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

• Cliq 1.7.5 status icon doesn't update if there are unread messages

  Cliq 1.7.5 System: Ubuntu 24.04.2 LTS x86_64 Installed from the .deb package (cliq_1.7.5_amd64.deb / MD5: 10c5924911a2e90af012d564da670bf8) GNOME 46 Whenever I get new messages the status/notification icon remains unchanged (white icon without the red

• Is there a way to customize the style of the success message - Advanced Web Form

  Is there a way to customize how the success message is displayed after a Zoho webform is submitted? We’d like the success confirmation to match the visual style and branding of our website, so we're looking for options to either apply our own CSS or replace

• Zoho Desk app update - Initiate WhatsApp chat with pre-approved templates from ticket and contact details screen

  Hello, everyone! We are excited to introduce an option to send WhatsApp messages via IM(Instant Messages) using pre-approved templates directly from the ticket and contact details screen of the Zoho Desk app. In the ticket details screen, we have enhanced

• Where to view user feedback on answer bot's "was this helpful?"

  We are trialing answer bot in our knowledge base and like what we see so far. One of the things we like is that upon answering a query, answer bot asks "Was this helpful?" (see attached). As part of our trial we've been responding to this by clicking

• Is there a way to have a "Time only" field?

  I need a field that only captures the time.  I don't like the Date-Time field.  It is very clumsy for the user to input AND I need to sort by time separately.  PLEASE add a new field that is dedicated only for inputting time.  I don't need seconds just hours and minutes.  Bonus would be to change it from AM/PM to military/international time. What do we need to do to make this a separate field???   I don't want a work-around, I just need the field.  Is there someone out there that knows how to create

• CRM Mail Merge Template copies OLDER version of the document instead of most recent version

  I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures. So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master template

• Zoho Sprints Mobile 2.0 : La gestion de projet, réinventée pour vos déplacements

  Nous avons le plaisir de vous annoncer la sortie de Zoho Sprints Mobile 2.0 : une version revisitée de notre application, avec une interface modernisée, de nouvelles fonctionnalités puissantes et une navigation optimisée. Grâce à cette mise à jour, gérer

• Allow Portal Users to log in using their mobile number.

  I want to allow portal users to log in using their mobile number. I referred to below documentation, but it mentions that this is only supported for Indian mobile numbers. Is it possible to enable login using a Singapore mobile number? https://help.

• Zoho Webinar Android app update - Organizer chat

  Hello everyone! In the latest version(v1.4.0) of the Zoho Webinar app update, we have brought in support for the 'Organizers' chat feature. In addition to the existing public chat, co-organizers now have access to chat separately with organizers and attendees,

• Task Due Time - Unable to Add

  I have taken a trial version to test, I could not find “Due Time” feature. Only Due date is given

• Sign - Introduce a feature to make fields required based on conditions

  Add "Required" to conditional options for fields. Example: A Sign document contains 2 fields Company Type (picklist) Company Registration Number When "Limited Company" is selected from the Company Type, the Company Registration Number should become

• Connect Zoho Creator on on prem database with databridge.

  Hi im new to zoho creator. Been through many forums and training clips but cant find a solution. 1. I have an on prem mssql server called "Sales" with a tabel called "Monthly" the server address is 10.0.0.10 2.i have Databridge installed on the server

• Add a URL to a note

  I enter a lot of notes onto Account and Contact records. For example, I would like to add a note to a person with a link to their blog. When I paste the link into the note, it pastes ok, but it's not a "clickable" link. Is there a way to maintain the

• Zoho webinar iOS app update: Introducing a dark theme, organizer's chat, emoji reactions, recording consent, and live answer on questions list.

  Hello everyone! In the latest version(v1.1) of the Zoho Webinar app, we have brought in support for the following features: Dark theme. Organizer's chat. Emoji reactions. Recording consent prompt for attendees. Live answer on questions list. 1. Dark theme:

• Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

  Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded

• Field of Lookup in CRM

  Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now

• [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

  Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

• Integrate with WooCommerce using Wordpress Plugin

  We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless

• Can't find field from ZCRM for a trigger

  Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM

• How do I add an all ready created module, to an page

  So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)

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