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• 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

• 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

• Zoho books balance vs. bank balance

  I don't know why Zoho keeps changing the Books interface.  I used to see Zoho Account Balance and Bank Balance for the auto-feeds.   Now they are gone??? this has happened a couple of times in the past  .   Please bring it back. 

• bulk edit records and run internal logic

  hi there is few logics in manner "it this than that" logics work well when i edit entry openning it one by one (via workflow "on add/edit - on success" , for custom field "on update/on user input") but when i try bulk edit records - logic does not work.  how can i turn on logic to work as programmed - for mass editing records via bulk edit?

• Dark Mode for ZOHO Recruit

  Please make a dark mode for ZOHO Recruit. The white is SO BRIGHT!

• Issue with Merging PCs in Zoho Assist

  Hi everyone, We've encountered an issue in Zoho Assist that we hope someone can help with or has experience solving. When installing Assist on two identical PCs (same model and ID but physically separate machines), they end up being merged into a single

• Free webinar: Using Zoho Sign with Zoho Flow to streamline document workflows and signature collection

  Hello, Do you find yourself constantly switching between different apps to simply get a document signed? Attend our free webinar to learn how you can streamline and automate this process by connecting Zoho Sign, our digital signature app, with other apps

• ZUG Meetup 2025 - India: Meet Zoho Workplace Experts in your city and learn the smart ways to go digital.

  ZUG Meetup 2025 - India Dear Zoho Mail Community, We're glad to announce that the Zoho User Group (ZUG) meetup is happening across 7 cities in India, this year. We will be travelling to these cities to meet you all in person and share our insights on

• Multiple office locations in Zoho Recruit

  Hi, we have just started to use Zoho Recruit for our recruitment company. Im a little confussed to how we add multiple office bases for the same company name. For example, if it was company ABC, they also have an ABC Manchester, ABC Bristol and so on....

• Invite External Users to Zoho Projects Without a Full Zoho One License

  Dear Zoho Projects Team, I hope you're doing well. We would like to request a feature that allows external users (such as freelancer developers) to be added to Zoho Projects with a more flexible access model—similar to what is available in Jira. Currently,

• Columns language changed

  Hello, As you can see in attachment in Zoho analytics some colums of field have change from language to french and some are still in English. We have no idea why but we would like it to be in English all again. how can we do that please ? Thanks

• Product Updates in Zoho Workplace applications | Feb 2025

  Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this February. Zoho Mail Group Tags for Shared Mailbox Within Shared Mailbox, Moderators can now create group tags, accessible

• How to integrate Zoho Sign with Zoho CRM

  Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

• POS System

  Has anyone had any luck integrating a POS system with the zoho crm? Any advice where to look for a zoho proven solution? Thanks in advance. Moderation Update: As of August 2025, Zakya (Zoho's POS solution) is officially available in India and is in early

• Line chart customization

  Hi, is there any way to draw multiple lines on a single line chart. Now on te x-axis im displaying dates and on the y-axis dispalying total records count. I want to display multiple lines on the same chart. The sample image is attached

• Bigin_Email Notification not being sent when a new lead is created

  I have a workflow in BIGIN set to send an email notification when a new lead is created via a webform (integrated with ZohoForm) The trigger is whenever a contact is "Create or Edit". Conditioning was applied for contacts which source is "Website" If

• Export all Zoho desk tickets for past 3 months

  Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets⁠ include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the most

• Zoho CRM <> Zoho Desk Account Sync

  I have had custom fields in Zoho CRM for a time and would like that data to sync to Zoho Desk. However, since the accounts are all synced to Zoho Desk already, the newly mapped fields are not updating in Zoho Desk. Is there a way to force the sync to

• Count Function in Zoho Table

  Hi Zoho Team, Hope you're doing well. We would like to request the addition of a Count function in Zoho Table, similar to what exists in Excel, Google Sheets, and Airtable. Currently, there is no built-in way to count the occurrences of unique values

• Configuring ZMA Webhook for Zoho Flow : Missing Key Information Error

  I'm looking to send a webhook to Zoho Flow at the end of a Marketing Automation journey in order to perform more actions that I can't do with just a journey. I have the Webhook created in Flow and set up in ZMA, however when I test it I get the error

• Zoho Billing Record Refund vs Refund

  When looking at a paid invoice, the payment record can be viewed. In the more actions, there is a "Record Refund" option. If you click the payment referernce you see a "Refund" option. They bring up different forms. It appears as if "Record Refund" is

• Emoticons to Slack in Zoho Flow

  When using the Slack integration in Zoho Flow, is there a way to send emoticons in the message? When I tried :emoticon: it didn't translate it to the emoticon.

• How to set default filter to CRM integration field

  I have a products subform in my order form and I'm using the CRM integration field to connect the Products module from my CRM to this subform. I want to filter the data that is fetched to the field from the CRM based on a status field in the Products

• How to add "Forever Free Plan" to existing mail lite plan?

  There's an offer for: "Up to five users, 5GB/User, 25MB attachment limit." I already have a mail lite plan. I really like zoho mail and would like this added but I can't seem to access it. Keeps redirecting me to my existing inbox when i click the o

• i can't create other user with my lite plan

  hello, I have paid little plan and I have added two domains but each has its own user however zoho shows me this message You do not have enough licenses. Purchase the necessary licenses to add, invite or import users I don’t know why if I have another

• Zoho Books & Zoho CRM - Funcionalidade do campo moeda

  Pessoal bom dia, O Zoho Books tem uma funcionalidade nos campos de moeda, que ao colar números decimais com vírgula ( , ), ele automaticamente transforma para o formato de ponto ( . ). Ex: R$ 2,50 --> R$ 2.50 Esse comportamento está disponível no Zoho

• Does Mail Lite allow SMTP?

  I am looking to use SMTP access, however I am not sure what plan I have to purchase, please assist.

• No image image comes out in the recipient when I sent an email

  Hello to the entire forum, when I send an email from Zoho, my profile picture does not come out. On the other hand, if you do, using Gmail accounts. How is it configured to leave ??? Thank you Greetings !!

• Iphone receipt capture stopped working

  I have been having difficulty getting receipt capture to work on the iPhone app. I have been using a work around by taking a photo with my camera then uploading it into the app instead of taking the picture through the app. This adds way too much extra

• cant receive emails

  I have checked the Dns and everything seems to be fine pls check the print screens attached below help me cause i need to solve this fast

• IP Addresses for Whitelist

  Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

• Zoho Books API down

  We've been using the zoho books api for the last few weeks to pull open invoices, and the code has stopped working suddenly. When making the same API call as always, we're getting a 400 error.

• Loop in Blueprint but it works. Why? How should this be set?

  see picture

• Work Drive Tray Icon Missing

  How can I get the tray icon back? The app froze, had to restart PC and then it's been gone since...  I've re-installed the windows program and restarted my machine twice now.

• Using Agent Email Address as From Address

  Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about

• Unable to update desciprtion field

  Hi Team, perviously, we had hidden the description field on our Help Center as we used a diffirrent field to name our ticket description. Now, the description field suddenly became available on our help center and there are no option to disable it to

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• How to integrate Zoho sign with Zoho CRM

  Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

• Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel

  Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel Hola necesito hacer importacion de datos desde un sistema propio. Quiero exportar datos como nombre de Cliente, empresa, venta, importe, fecha.

• Cadence reports as front-end reports

  Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

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