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• Journey : "Added to segment" trigger doesn't work automatically

  Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,

• Creator Simplified #6 : Create custom buttons for multiple records using form object

  Hey Creators! It's learning time! Requirement Perform actions for multiple records in a single button-click using a form object. Sample Use-case In an employee management app, the HR needs to send a mail on a button-click to all employees regarding a

• OAuth integration issues

  I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

• Deluge Script to Reopen Ticket if Tasks are not Completed

  I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,

• Bulk Delete Images

  How do I bulk Delete Images from Zoho Campaigns. We have been using the Zoho since 2019 and can still only see the option to delete images one by one and we have a lot of old Campaign imagery we don't need anymore. Thanks!

• 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

• Bigin iOS app update

  Hello everyone! In the latest iOS (v1.11.3) version of the Bigin app, we have introduced the following features: Initiate a conversation with a contact on the ‘Messages’ module. Introduced a templates icon in the existing WhatsApp conversation. An option

• Difference between the 'field_read_only' and 'read_only' fields exposed by the Fields Meta Data API.

  The API documentation describes the 'field_read_only' field to indicate that a field is read-only always, implying that no user can ever get the write access for this field. The 'read_only' field's description states that its value can change depending

• Zoho eCommerce frontend

  Questions about the Zoho eCommerce frontend 1) can different frontends (websites) be used? Zoho eCommerce is the backend with 3 or more websites. 2) how can the Zoho eCommerce frontend be customized to better fit Responsive Breackpoints? thanks best regards

• 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

• 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

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