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• How to Dynamicaly display image in the Detailed View Report ?

  I have an "Add Employee" form that includes an image field for uploading an employee's profile picture from their local computer. In the "Apply Leave" form, I also have an image field where I want the employee's profile picture to be auto-populated based

• Custom Related List anchor tag with tel protocol

  The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho support

• Bulk payment of bills from multiple vendors

  Is there a way to pay multiple vendors bills in one transaction?  It appears that you have to deal with each one as a seperate transaction.  Is there a way to export the transactions to the bank using an ABA file?

• How do I add new line and format text in zoho desk ticket?

  I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket.  I need to find: Adding a new line and adding bold text,

• Calendar View for Zoho Tickets

  Is there a way to view your tickets with due dates on a calendar view? I can not find a way to merge my Zoho Calendar and Tickets. This would be extremely helpful to my team.

• How to export hidden description in the pdf upon submission

  There's a 'description' in my form that is hidden unless a checkbox is marked 'show'. I was able to achieve this as a field rule; if checkbox contains 'yes', show description box. If this checkbox is not marked yes, the pdf export after submission doesn't

• Email Builder Editor is not functioning or loading correctly

  Email editor function is not working or loading correctly in any template, new or old. Cleared my cache, restarted browser, problem unchanged.

• Issue in downloading the sent logs

  Hi Team, I'm unable to export the sent file for any email campaign. When selecting all fields, the system indicates that the document will be sent via email, but I haven't received it. At times, it shows a download option, but the file doesn’t get downloaded.

• Why Sharing Rules do Not support relative date comparison???

  I am creating a Sharing Rule and simply want to share where "Last Day of Coverage" (Date field) is Greater than TODAY (Starting Tomorrow). However, sharing rules don't have the option to compare a date field to a relative date (like today), only to Static

• Post message to a channel using a simple one-line command!

  Hi Everybody! This post is all about posting a message in a Channel using cURL, Wget and PowerShell. cURL is a light-weight, command interface used to transfer data to a server. The steps are pretty easy!  The three most important points here are  Generating an Auth token Get your Channel Unique Name Form your message as a JSON structure Generating an Auth token To use the 'Messaging API' you'll need Cliq's authentication token from Zoho Accounts. Generate an auth token by hitting the below-given

• Activity or History Log User Login

  Hi Everyone, I have Zoho Customer Portal, which has pages and reports. Is it possible to create 1 field such as true/false to find out users who have opened the customer portal? Like a kind of user activity log. Thank you so much.

• Invalid Emails in CRM

  Is there a way to get a report or create a view that shows all email addresses that are invalid for any reason? I keep coming across them and want to ensure that they are flagged with users to update. This is on a custom module.

• Associating an Email from CRM Email Parser to Contact Record via Function

  Is it possible to create a custom function that will associate email records from zCRM's Email Parser functionality to a contact record where specific fields match? Our use-case is that we have service providers using third-party event booking systems

• How to Bring to front the picture?

  I have 2 pictures that have to layers but i can't find bring to front button, Thank

• No Responses in PageSense Polls

  Hello everyone, I have launched a poll on two websites yesterday and I think that responses are not being recorded correctly at the moment. I can see the poll on the page and have tried to submit test answers which are not showing on the PageSense report.

• Join Zoho Meeting only via Web browser and not with Zoho Meeting App

  Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle

• 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

• Creating Form PDF and Adding to CRM Account

  I have client onboarding forms that I'll be creating in Zoho Forms and these forms will gather information from clients that will help with upcoming projects. I want to know how I can have a pdf created from a from submission and automatically attach

• Line formatting in data coming from Zoho Flow

  I have a flow that creates a zoho desk ticket. The text is not formatted with line breaks once it arrives at Zoho Desk. How do I force line breaks?

• Is there a way to hide page titles on Zoho Survey?

  Hello, Not sure if I'm just missing it, but is there a way to hide the titles of individual pages in Zoho survey and remove the divider between the page title and the content. Or at least change the color? I find them super ugly. Thanks!

• Windows Security Alert

  Hi, I'm using Zoho Assist with feature remote support session. I'm inviting a end user to a remote support session. When a user connects to a Zoho Assist remote support session we’re seeing Windows Security Alert pop up requesting changes to the firewall.

• Strategy influencer in Zoho CRM now shows personalized prescriptions

  Dear Customers, We hope you're well! We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users. As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategies

• Google Maps API integration into Forms

  I looked around a good bit and could  not find anything on this topic. I was curious about using the Google Maps API on a Zoho Form. Specifically an order form for a product that we will only deliver within certain City Limits. We currently use the API to call the exact address (as dictated by Google) and if the City name does not match where we service it is very evident. (Using FormCraft Form in Word Press) The "exact address" name is also used later in the process as well.  I do not see a way

• WorkDrive TrueSync taking up local storage

  I've recently started using workdrive TS because my Local storage is really limited, and the virtual drive seemed like a really good solution to that, but after the sync process my Local drive is full, did I do something wrong? Really need to work online

• Solicitud de asistencia para migración de Unidades Compartidas de Google Drive a Zoho WorkDrive

  Estimado equipo de soporte de Zoho, Nos gustaría solicitar asistencia para realizar la migración de nuestras "Unidades Compartidas" de Google Drive a Zoho WorkDrive. Actualmente, tenemos varias unidades compartidas en Google Drive que necesitamos transferir

• Disable Subform Actions using Client Script Add Row, Edit, Delete

  Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script

• Kaizen #182 - Queries in Canvas List View

  Hello everyone! Welcome to another week of Kaizen! We're back with another post in this series on Queries in Canvas List View. Queries in Zoho CRM allow you to dynamically retrieve data from CRM as well as third-party services directly within the CRM

• Facing issue when sent mail using zeptomail SMTP - Hard bounces || webscreenscraping.com

  Hi Support, User ID: 706899850 We are facing an error when send and email using Zeptomail SMTP especially from sales@webscreenscraping.com to sales@xbyte.io Reason: policy-related Message: 5.2.3 MailPolicy violation Error delivering to mailboxes Remote-MTA:

• 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

• Zoho Sign up forms on Wordpress website not working smoothly

  We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,

• field is not saving on lead

  Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.

• TeamInbox Rules Not Working

  I have set up very basic rules, both at a team and personal level, but nothing works. E.G. Trigger: Inbound Message From: [sender email address] Has Attachments Apply Tag: [tag selected] The above ruleset is very broad and should automatically tag all

• Set Approval for particular Reporting managers in zoho creator

  i am creating a leave management system in zoho creator.I want to create a approval workflow.There are various employees each employee has different reporting manager when employee apply for a leave then the leave should be able to approved by the manager

• Function to check frequency of customer ordering patterns

  Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude

• IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE

  I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD

• Conexão de Meta Ads - A busca pelo Cálculo do ROI

  A empresa onde trabalho está em busca de calcular melhor o retorno sobre o investimento de das suas campanhas do Meta Ads. A zoho junto com a Google fez um excelente trabalho e disponibilizou o cálculo desse retorno de forma maestral com o dashboard abaixo.

• Automatic bundling with sales orders

  What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the part

• Flow based on New Deal - layout field problems

  Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout. In my Zoho CRM, there are two types of Deals (separated by layout). For my Flow: Trigger on New Deal Then, I call 'Fetch module

• Enable Filtering by Notes in Accounts & Other Modules

  I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would also

• A fresh interface and functionality improvements for Zoho CRM's data sharing settings

  Data sharing is essential for maintaining proper access controls in your CRM. Whether you're setting default permissions or defining custom sharing rules, these settings determine how records are shared among users, roles, and groups. Previously, navigating

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