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• Automatically create support tickets on a recurring basis

  As mentioned in this post, the idea of a recurring ticket is pretty valid. From time to time, we have to create repetitive tickets (like windows update tasks, restore simulation of backups, check firewall rules for unused entries, and so on). I guess

• Update Zoho Sign Mobile View?

  Hello, My clients have have difficulty seeing the Zoho Sign documents while viewing on their mobile devices. The font is small and it is difficult for them to navigate. My use cases for using Zoho Sign are almost exclusively completed on a mobile device

• AI secretary

  In our company, Claude is the secretary and creates inquiries and schedules from Gmail. You no longer have to enter them yourself. The secret is that we created an MCP server that connects to CRM. https://x.com/Mac_nishio/status/1917954562566328694

• CRM Account Owner to be Assigned as Customer Owner

  We have enabled books and CRM integration The Account Owner in CRM, should be assigned as the Customer Owner in Books, but this is not the case You have go to books and manually assign the Customer Owner again If you change the Account Owner in CRM, again

• We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

  if i need post any invoice i show this We are unable to process your request at the moment. Kindly contact our support team at support.me@zohobooks.com for further assistance.

• Zoho Books Contact Creation through API.

  I tried creating a contact using API with following payload. Sun Apr 6 08:28:03 2025 [186723][1][FATAL] Array ( [10002] => https://www.zohoapis.com/books/v3/contacts?organization_id=763906850 [19913] => 1 [10102] => [68] => 10 [13] => 30 [84] => 2 [10036]

• How Would I get data from a network drive to be feed into creator program.

  What's the easiest and cleanest solution for this?

• Fetching a missing Folder, now creates it

  Hello, I'm using Zoho Flow to fetch a folder within a Team Folder. If the folder is missing (folder ID is null), I trigger a Create Folder. Now in 2025, when I fetch a missing folder, a folder is created right away with the "name + full date" and a Folder

• Company Name Update and Chatbot Customization

  We would like to request your assistance with the following updates to our Zoho system: Company Name Change: we have integrated chatbot on our website. Please help to change our company name from BVK Infrasoft to BVK Group on chatbot the entire system,

• How does BadgeUp Work?

  When creating the badges, where do you all get those printed? especially if you use the plastic type badges. Does Zoho send the files out or do some kind of integration with a 3rd party badge printer? I'm on a ZohoOne subscription and didn't want to use my one license for a test event to see how this worked. Thanks for any insight Randall

• Custom Script for Validation Rules

  In the Validation Rules I would like to have custom functions, we can do that in Zoho CRM and its really useful There are some custom fields in Sales Orders and Purchase Order Modules We are using Zoho Books With our internal apps, and we need to put

• Invoicing from Saudi Arabia to other countries

  Team, i would like to know if i can invoice the partner in Tunisia as i am not able to push the invoice without Arabic name and National address to the Fatoora Portal which is a mandate

• I want to change a User's role in zoho but it is giving me an error.

  Hi, I want to change a User's role in zoho but it is giving me an error - You cannot change the role of this user as the user's credentials are being used for the integration with Zoho CRM. Assign the super admin role to another user in Zoho CRM, click

• upload attachment to Zoho books bill from Zoho CRM

  Hello I have a document stored in a file field in CRM (module reservation) I am trying to attach this document to the bill created in Zbooks using Deluge, but I keep having issue, either File is empty or {"code":2,"message":"The request passed is not

• Zero in the Invoice Amount Text field is adding onto the figures entered.

  Hi Zoho, This is very small & minute error, but it gets the users irritated. While entering values in amount column of the Invoice the zero which was earlier present there by default will still add on to the figures entered, for suppose if we want to

• The buying of forign currency

  Hello We had buying USD for AED. Those were bank transfers from a first bank account to a second with bank's exchange rates. We have chosen for those transactions category "The buying of forign currency" and putted bank's exchange rate. Is it correct

• الخصم على مستوى فاتورة المبيعات

  السلام عليكم ورحمة الله وبركاته مطلوب في إنشاء خصم على مستوى فاتورة المبيعات وليس على مستوى البند أريد معرفة الطريقة؟

• Having problems invoking Workdrive API via ClientScript

  I'm having problems creating a folder in Workdrive. The connection is invoked successfully, but I get the following return message: {"_keyModified":{},"_status":"error","_code":"SUCCESS","_message":"Invoke action failed","_details":{"statusMessage":"Invalid

• Give Permission for User test in Development/Staging modes

  Hi Everyone, I am using Zoho Creator C6. Where there are development and staging modes. Is it possible to give special / temporary permission for users to test directly in development and staging? Or do you have any other ideas? Thank you very much.

• Automation #7 - Auto-update Email Content to a Ticket

  This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Email is one of the most commonly

• Add Date_of_Last_Purchase custom Function

  I am looking for a way to create a simple custom function that will execute when a new sales order is created. The function will set a custom field on the customer called "Date_Last_Purchase" to the current date. So as ever new sales order comes in for

• Print a price list or price book

  Hi Community. Am I right in concluding that Zoho has no functionality to print a price list from either Zoho CRM, Zoho Inventory or Zoho Books? I won't get stuck on the fact that Zoho doesn't sync price books between Zoho CRM and Books/Inventory (more

• Failed job notifications

  Is there are way to receive an alert when a job has failed? If not this would be a useful feature.

• Option to separate First Name and Last Name into separate columns in entry reports

  It would be great if there was a way to show First Name and Last Name as separate columns in Zoho Forms entry reports. At the moment First Name and last name are combined together in reports and this means I need to create a formula in Excel/Sheet to

• default reply email

  In the zoho mail application you can make another email your default email address.  So when you compose a new email it defaults to the email address you have set.  However this functionality does not work when you reply to an email.  you can select the email from a drop down, but I wanted to know if their is a way to set the reply email button as a different default email, just like the compose functionality.  An example:  I write an email from my zoho email account to a client witch show the sender

• Import CRM Vendor Module for Mail Merge

  Hello, It seems I cannot import the vendor module field for a merge document? Is there a way to turn this on?  I have the ability to import my custom module fields, but not standard built-in CRM modules like Vendors.  Am I missing something? Thank you very much for your assistance!

• Error in SalesIQ Chatbot: "Add Ticket" Card Fails with "Error" Route

  Hello Zoho Community, I'm encountering an issue with my Zoho SalesIQ chatbot. Previously, when the conversation flow reached the "Add Ticket" card, it successfully created a ticket in Zoho Desk. However, recently, upon reaching this card, the flow follows

• Merging 2 tickets

  Hi I understand how to merge 2 tickets already but find the process quite cumbersome. It is not always simple to perform a search that causes the 2 tickets in question to show up on the Ticket Screen, and this is the only place a merge can be performed. Doing a search for the customer or contact linked to the ticket displays all of their tickets which could be hundreds to sort through, you could do a custom search that only shows open tickets but doing that every time is also time consuming. Not

• Can’t Send Outgoing Mail

  Hello, one of the email addresses on my account had its outgoing mail privileges blocked. This was due to some bot signups on my website, causing my email to send a bunch of undeliverable emails. I have corrected this issue on my website. Please restore

• Efficient way to get a list of records like Notes under Leads that changed in last N minutes

  Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However

• IMAP Connection Issue – "Disconnect called before connection setup" (Zoho + Freshdesk Integration)

  Hello, Since April 25, 2025, we are facing a critical issue with our Zoho Mail integration with Freshdesk. Incoming emails are no longer being received in Freshdesk. Freshdesk Support has confirmed that their system is trying to connect to our Zoho mailbox,

• Cannnot find criteria tab

  We need to be able to segment contacts based on an account view or field. The online help shows a screen with three options: Under Sync Details there is All Contacts; Custom view; Criteria.  The latter is missing from my screen.  I need it. I also want to know if I delete contacts from campaigns, will they still remain in CRM? 

• Dial Charts in Analytics using field values for colored ranges

  Hey all! It would be supremely helpful if we could use field values for ranges in Analytics for dial charts. We currently display an analytics report to our sales team showing how close they are to reaching the next tier for commission payouts. We update

• South Africa Tax Edition is now Available!

  Managing taxes just got easier for field service businesses in South Africa! With Zoho FSM's new South Africa tax edition, field service businesses operating in South Africa can now effortlessly stay compliant with local tax regulations. Easily manage

• Bulk user onboarding for Cliq Channels in a jiffy

  As developers, we frequently switch between coding, debugging, and optimizing tasks. The last thing we want is to be burdened by manual user management. Adding users one by one to a channel is tedious and prone to errors, taking up more time than we could

• Weekly Tips: Secure your attachment downloads with Zoho Mail

  Safety is one of our main concerns, whether it’s about device security or online protection. We use tools like fingerprint scanners, facial recognition, and two-factor authentication to keep our devices and email accounts secure. We use methods like OTP

• Issues with Dashboard Filter and KPI in Zoho Analytics (CAGR)

  Hi everyone, I'm trying to build a CAGR (Compound Annual Growth Rate) KPI in Zoho Analytics, but I'm running into some issues with filter synchronization. Here's the scenario: I created two test reports: One that filters results from 2021 to 2025. Another

• Adding Product Photos through Import or In Bulk

  I am about to add about 1000 products in the CRM. I am shocked that there is no way to add product photos through the Import feature. I'll be spending days adding product photos.... Very dissapointing. Anyone know of a work around to add product photos

• Announcing Multi-language Support in Zoho FSM

  Zoho FSM now speaks your language. The much-awaited multi-language support is now available in Zoho FSM. The following languages are supported in Zoho FSM: Dutch (Nederlands) English - United Kingdom English - United States French (français) French -

• Quiz of the Day on Dashboard

  Hi team, Is it possible to enter a feature for enabling a widget as a quiz for the day. This widget can have one question popping up daily from the list of some pre-fed questions and the employees need to either type a response or can select from a multiple-choice

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