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• Recent Topics

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• DKIM record Missing

  zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?

• Task Permissions

  Is there anyway to have some tasks restricted to view just by the owner or creator?

• Zoho CRM Forecast - Exclude certain Deals

  We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our

• Can't click 'Read More' button in Message module in Zoho CRM

  I can't click the 'Read More' button because it is covered by image name like this but it is covered like this please fix it since it is really really crucial https://crm.zoho.com/crm/org856669456/tab/Messages/6335480000033403311

• No Teamspace found in CRM Sandbox

  I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this

• Date Transfer Issue: Zapier to Zoho CRM Formatting Problem

  Hi there, I am trying to transfer a date field from Zapier to Zoho CRM. I have tried several date formats, including using Zapier’s Formatter tool, but the data is rejected. What exact date format does Zoho CRM expect, and how can I correctly reformat

• How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?

  Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.

• Search function in Zoho Sheet mobil app on android - not working

  Hello, Im new here and registered for Zoho Sheet. Than i installed the android mobile app on my tablet (redmi note pro 5g). But I cant use the search function for my added excel table. When I use the web version for zoho sheet with the same imported table

• Impossible de créer une adresse e-mail : licence déjà utilisée mais aucun utilisateur visible

  Bonjour, Je suis abonné à Zoho Mail Lite avec 1 utilisateur (abonnement actif), mais je ne peux pas créer mon adresse pro contact@joasavon.com . Le système indique « Limite maximale de licence utilisateur atteinte », alors que je n'ai qu'un seul utilisateur

• Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

  Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies

• Zoho Learn & Zoho Connect

  Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

• Repeat script N number of time with some incrementation

  Hi, I have a script I want to repeat a certain number of time, depending on a value from a variable NumberOfDelivery, and at a certain frequency depending on a variable DaysBetween (wich would afect my addday function on the last line). Here is the basic

• Zoho Analytics API Call With Pagination

  Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i

• MArking as NOT SPAM

  I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.

• Max limit reached on Web Tabs for Zoho Projects

  Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners

• Join our World Password and Passkey Day expert Q&A 2025

  Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

• Global "Search" in FSM

  I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

• inventory template

  is it possible to implement if condition within inventory template?

• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the

• Want to setup automation

  I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.

• How to delete a Zoho CRM record in Creator?

  As I read in the tutorial there is a way to add or update a Zoho Crm record from Creator. I would like to ask you if there is any way in Creator to delete a record (using deluge) from Zoho CRM?

• What is VoC "Unique count", counting?

  Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.

• Document data extraction and import into CRM.

  I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us

• Notifications API - how to handle channel expiry

  The Documentation doesn't give a lot of detail on how the Notification API should be used. Am I correct that I can only open a channel for a maxmimum of 24 hours? And once the channel_expiry date has passed, I will no longer receive notifications? What

• Sync Books quote value into Deal amount

  I have books integrated into deals in CRM and I want to sync the quote value into the deal value automatically. Can anyone provide me some guidance?

• Remove hero banner

  Hi, I have seen this question asked before, but the answers posted have unfortunately not helped. I have a hero slide on top of my Zoho site that I now wish to remove. There is no option to remove this from my site and the show page-specific banner has

• Setting Kanban as default Task view

  For some of our projects we use the classic view and everything is fine. For other projects we only use the Kanban view. Is there a way to set the Kanban as the default task view for a project? Just the extra click to change view gets annoying all day long, plus it can confuse people viewing the project who don't know the project is laid out specifically to use the kanban view.

• Custom Extension, create a trigger button in custom module to launch the app, or any workaround

  Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created

• クライアントスクリプト 新規作成を禁止する

  ■概要 あまりニーズはないと思いますが、、、、Zoho CRM 程度作り込んで来ると「このカスタムタブのレコードは商談から Deluge でコピーしたものだけにしたい」と言う場面になりました。 レコードの新規作成は制御できない様でしたが、保存ボタンはクライアントスクリプトで無効化できることがわかりました。これを使って新規作成したレコード（各項目には何も値が入っていないレコード）保存できない方法をご紹介します。 出典： ZOHO CRM Client Script Disable Save Button

• 【Zoho CRM】Deluge による自動番号の開始番号リセット

  ■概要 商談番号を「自動番号」フィールドで設定している際、年度が変わったら「開始番号」を 0001 から再度スタートしたい。 参考URL：https://help.zoho.com/portal/de/community/topic/resetting-auto-number-on-new-year ■対応策 「スケジュール処理」に以下の様な関数を組み込み、「自動番号」フィールドのプロパティ「開始番号」を自動で変更する。 ■実行環境　Zoho CRM Plus ■関数 ■関数の解説 ・invokeapi

• What is the Use Case for Business Messaging when Live Chat already exists?

  Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the

• Edit Pinned Comments in Zoho Desk

  It's great that private comments can now be pinned to the top of the ticket but what would be extremely helpful would be to allow for the pinned comment to be edited vs. having to find the comment in the ticket to edit it.

• Como puedo mover un prospecto "Cliente" de modulo

  Tengo un modulo llamado Seguimiento de Ventaa y otro llamado Cierre de Venta. Que cuando se marca como venta efectiva o venta no efectiva, pase a Cierre de Venta, Esto sin duplicarlo "Que esten en ambos modulos" ,Como esta en una base de datos "Excel"

• Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

  Creating a whatsapp channel in instant messaging in zoho desk - error Oops, something went wrong. Please try again later.

• Article Update Event

  I'm trying to configure a webhook to fire when an article is updated or added. These are listed as available events in the documentation. However, in the webhook creation/editing screen, articles are not listed as a module when setting the event: Am I

• Kaizen #187 - Building a Timer and Worklog Widget (Part 1)

  Howdy Tech Wizards! Welcome back to a fresh week of Kaizen! This time, we are diving into a two-part series where you will learn how to build a Timer and Worklog Widget for Zoho CRM. This widget helps track active work time and log multitasking sessions

• 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

• Ability to select Vendor Credits when creating Vendor Payments

  When making vendor payments there should be the option to select open vendor credits, this way the payment shows what bills and credits are being used for the payment Right now the vendor credits must be applied to the bills prior creating a payment,

• Single payment link for multiple invoices or total due for a customer on Whatsapp.

  I want to send a single payment link for multiple invoices or total due for a customer on Whatsapp. Currently zoho books do not have this option . While sending WhatsApp template, payment link is created for particular invoice. I want to send WhatsApp

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