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• Recent Topics

• Custom Button in Zoho CRM

  Hello there, Is creating a button based on a URL field in the Contacts module possible? If possible, we wish the button to be beside the "Send Email" button. Looking forward to hearing from you. Best regards, Joel

• Apollo to Zoho CRM via Zoho Flow

  Hello there, When will the flow option for Apollo to Zoho CRM be available for use in Zoho FLow?

• Zoho Meeting's call quality

  I'm adding my voice to the ongoing concerns about Zoho Meeting's call quality. Like many here, I've observed that the quality of our company calls using Zoho Meeting has been less than satisfactory. It's disheartening to note that this issue has been

• Text tags by role

  I'd like to recommend that you fully implement text tags as follows: (1) that are filled by role, not by signing order. Like this: client:S company:S company:SD (2) that allow all the zoho sign functions - approval, cc, etc. (3) Allow a templateto be

• Offer already made- but I withdrew it

  I made an offer letter, but made a mistake on it. I withdrew the offer but now I can't recreate the correct offer. Zoho keeps saying that "A same offer has already been made". I look in the "offers" and there are NO offers (this is the first time I've

• How do I group billable expenses onto one line item of an invoice?

  I have multiple expenses that are billable. When I create an invoice, I can add those billable expenses to the invoice. However, doing so results in each individual expense having its own line item on the invoice. Instead, I want all the billable expenses

• ZOHO Work Drive Back Up

  I am looking for a ZOHO Work Drive backup solution. Something that is cloud based. There's lots of these kinds of options for Google Drive and other providers, but I have not seen anything for WorkDrive. Any suggestions?

• Submitting candidates to clients when there is no Vacancy

  Hi I am working in a niche sector so when I register a candidate I want to immediately send their CV to relevant clients/contacts.  They will not have Vacancies on the system so what's the quickest way of sending/submitting their CV quickly to a list of clients in a particular area without just using an email and attachment? Should be easy to just send out "speculatively" CV's to qualified clients but I cant find a quick way to do this !

• Choppy Video Calls

  Hi All,  We have been doing video calls frequently with our team, and we have intermittent video issues. We notice in the morning video quality is poor and choppy. Audio is good.  Does anyone have any tips in improving video quality?  Thanks!

• Create document & Update document end points for Zoho Sign API

  Hi Zoho, Could you please help me. I am using the Zoho Sign API with python. I can upload documents fine. However, when trying to update said document the API seems to reject the json, despite it being the same as the Zoho Sign | API Reference. See below

• Documents won't open

  I literally just downloaded the desktop app, and it won't open a document I'm trying to load. I don't have this issue with any other word processor. It's just stuck like this. I do not want to use the online platform at all, I just want to use the desktop

• Suggesting enhance for criteria based data-sharing rules

  I suggest that, for user fields, the logged-user system variable could be used. This would allow the user, for example, to access records in which he/she is mentioned in a specific field, other than the owner. Thanks! Eduardo

• Agents can manage the Tasks on the go, now with Zoho Desk mobile app

   Hello, Everyone!    We are elated to announce one of our most asked for features 'Tasks' in the Zoho Desk app.  Agents can now create and associate tasks with a ticket and the tasks will be listed within the corresponding tickets.   Steps to access the tasks from the app:    1. Go to a particular ticket in the app. 2. Click the Tasks icon in the 'Related Information' section.  3. List of all the tasks will be displayed.    Refer to the screenshots (Android & iOS) attached below for your better understanding:

• Introducing Inbox in Zoho Social

  Hey everyone, We are excited to introduce the Inbox in Zoho Social to help manage all social media interactions from Facebook, Instagram, X (formerly Twitter), Google Business Profile and YouTube for your brand in one place. You can track and assign them

• Sub Department module

  please create sub department section under Department module. so much work will be reduce when this feature is available.

• SalesIQ ChatGPT - Custom String Input

  I'm using the SalesIQ ChatGPT integration, and have some questions. 1. I made a custom plug that combines some user information into a string, the output is "GPTTest" For example, if the visitor puts the name "Mike", then "How much are your products",

• Trying to send email but get 'Unusual sending activity detected. Please try again after some time'

  We use Zoho mails to send password reset emails, welcome emails and user verificaion emails automatically. Please unblock the account so we can continue to use your service. We are currently testing our APIs and have no way to proceed with the tests.

• Adding Users in a team to be able to view all tickets

  I need your kindness to guide me on how to add users in a team or group to be able to view all tickets raised by all users in a particular help center.

• Customer Segmentation using RFM Analysis

  How well do you know your customers? Whether you operate in a B2B or B2C space, chances are that 80% of your business comes from just 20% of your customers (Pareto's Principle). According to a study by Forbes, acquiring new customers costs five times

• Primera Edición de los Zoho ZUGs Meetups 2025 en España: ¡Así aprendimos juntos!

  ¡Hola, Español Zoho Community! La semana pasada celebramos una nueva edición Meetups de los Zoho User Groups (ZUGs) en Barcelona, Madrid y Valencia — una ocasión donde nos reunimos para brindaros formación gratuita para que saquéis el máximo provecho

• Time Entry warning

  Is it possible to configure a warning/alert when a ticket exceeds a set amount of Time?

• Option to Re-order from past orders

  Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?

• Incoming Mail Blocked

  Hi My two emails (moorthi@jaivashinicottontex.com & prakash@jaivashinicottontex.com) incoming mails were blocked. kindly help me to solve the issues asap. Following warning message occurs "We have blocked your account "prakash@jaivashinicottontex.com"

• Get Time

  I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...

• Beyond months: Zoho CRM now supports custom fiscal year formats

  Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar

• Notification when document hasn't been signed

  Hi there. When a document hasn't been signed within the given time, the status changes to "Expired" - is there a way to be automatically notified by email when this happens?

• the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list

  hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.

• La force du duo : Alliez e-mailing et réseaux sociaux pour un engagement accru

  Avec l’essor des réseaux sociaux, la communication a pris un nouveau tournant. Ce n’est plus seulement une question de messages échangés, mais de vies partagées. Entre les vidéos tendances sur Instagram, les inspirations Pinterest et les trouvailles sur

• Waterfall component in Zoho CRM: Visualize how individual contributions build the result

  Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall

• CRM is shutdown again

  Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.

• Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM

  Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho

• Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!

  This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from

• One Event, multiple Contacts

  There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.

• Unknown JSON attribute(s) found in the parameter CONFIG - Error Code 8542 - Facing this while try to update a row in analytics

  temp.put("NeedAlyz",NeedAlyz); finalBody = Map(); finalBody.put("columns",temp); //info open+" "+closed+" "+answered+" "+awaitCusRes+" "+wfl+" "+solution+" "+onhold+" "+high+" "+medium + " view id : "+vid+" contact id : "+conid; //info overDue+" conid

• Facing issue in getting data through api calls

  I have send data of users and want to get the data oof users but facing issue with one field for that I want help

• Enhancements for Creator in Mobile Browsers and PWAs

  ZC Team, Lady & Gentlemen! This enhancement has been awaited for a thousand years, and it has made my day! It now appears more "enterprise" and no longer a jerk.

• Call Transcription: Zia and RingCentral

  Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recording

• Mass replace picklist value

  I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference

• Support needed

  Can I get an actual response from customer support that actually solves my problem.  I need my super admin account password reset since something got messed up during setup.  It says I cannot reset it myself and have to contact customer support.  I did.  Someone called me on Saturday and told me they couldn't do anything but should receive an email shortly with reset link.  I have yet to receive this email.   This service is absolutely useless if support cannot be provided in a reasonable time, especially

• Tip #1: Grouping (Filtering) records in the CRM mobile app

  Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time

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