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• Name account

  Hey, how do I change this name in the Android app?

• Issue in adding leads in automation through manage list

  Hi Team, I've been trying to upload leads for the past two hours, but they are not getting updated, nor is there any failure message. Please look into this on an urgent basis.

• CRM Notes Roll Ups/Connections/Parent Records

  I can not find or figure out a clear answer to how Notes in CRM roll up/into other records. Notes on Tasks that are related to a Contact and/or Other Record (Deal, Account, Etc) are visible in the Task and the Contact and Other Record. Some Notes also

• Deluge function getRecordById is missing all Multiselect fields

  I'm running a custom function inside a CRM Contact Workflow. I'm able to use getRecordById to get the contact fields, but all of the Multiselect fields are missing in the result. All other fields are present. The code is simple: contactDetails = zoho.crm.getRecordById("Contacts",contactId);

• Hide/Show Certain Fields When Creating/Editing Invoices, Estimates, Etc.

  Hello there, I would like the ability to hide or show certain fields for different employees/roles in my company when they are creating or editing invoices, estimates, etc.. Most of the time, we don't use half of the fields shown on the create/edit invoice

• Zoho Creator Tab Code

  hide College_Details; hide Employee_Details; hide Bank_Details; if(input.Radio == "Personal Information") { index = 1; show Employee_Details; hide College_Details; hide Bank_Details; } else if(input.Radio == "College Details") { index = 2; hide Employee_Details;

• Zoho Creator Tab Code

  hide College_Details; hide Employee_Details; hide Bank_Details; if(input.Radio == "Personal Information") { index = 1; show Employee_Details; hide College_Details; hide Bank_Details; } else if(input.Radio == "College Details") { index = 2; hide Employee_Details;

• New Feature : Copying tickets with all the contents such as conversations/history/attachments etc

  Sometimes our customers and distributors do create tickets (or send emails) which contain more than one incident in them and then also some of the further conversations which are either created by incorrect new tickets or replies to old tickets are being created as combined tickets. In such cases we require to "COPY" the contents of the tickets into separate tickets and merge them into their corresponding original tickets. The "CLONE" feature doesn't copy the contents (especially the conversations

• Email outgoing blocked

  My email is info@frigodynamic.gr and I can’t send any email.

• Ticket details view - add module to display other tickets open by the same user

  Hello, In the ticket details view, we have down the left-hand column 'modules' for 'Contact info', 'Key Information', 'Ticket Information' and 'Additional Information'. Is it possible to change this view and add another module to display links to other

• Users field - active and inactive filter

  Currently there is no option to filter the dropdown in the the 'users' field by active/inactive users. The capacity to filter this field to only include active application users would be a useful addition.

• Possible to flag urgent tickets?

  Hello, I was wondering if it would be possible to flag urgent tickets in some way so that when they are replied to, they stand out in the 'My Open Tickets' list? What I would like to do is when I reply to a customer's ticket, flag that ticket so that

• Unable to add custom fields to Tickets through API

  I have added two custom fields to our Ticket layout. Company ID and Location ID. The Fields page shows that in the API their names will be cf_company_id and cf_location_id. When I submit a ticket through the API I get: {"errorCode":"UNPROCESSABLE_ENTITY","message":"An

• Set Password as "personal" by default

  Is there a way to set new passwords as "personal" by default?  

• Backup/eDiscovery not show all accounts

  Hello, I tried to find but I didn't get any information about... In my job we use Zoho mail and we have different sizes of mail boxes, like 10GB, 30GB and some with 50GB. When I try to configure Backup/eDiscovery function, not show all boxes, but only

• Workflow isnt execute when record is created via sync with Desk

  Hi, as in subject, why executing workflow doesn`t work when someone new sent mail to Zoho Desk and via integration email address is created as Contact in CRM?

• [SOLVED] Review before submission with files

  Hi ! In a simple form with a subform, the "review before submission" option works well only if I don't add a file/image. But as soon as I add an image to the upload field, the review button no longer works. Do you have any idea where that comes from?

• Google Analytics version update | GA 4

  Hello Marketers. This post is to notify you about the update of Google Analytics 4(GA4), the next generation of analytics which collects event-based data. What's GA4 and Why does it matter? Google Analytics 4 is the latest edition of website and app analytics

• Zoho Finance in CRM Missing Key Elements

  When creating an estimate through Books for a customer to accept, when you add a line item there is the dropdown to "Add New Item". Which opens up a panel to link it to Inventory (if needed), and affects Purchase Orders being received, the items being

• Bigin Copy Dashboards

  Hello, I would like to copy an existing dashboard, modify components, then save it as a new dashboard in Bigin. Any help on how to do this would be appreciated. Thank you

• Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025

  We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in Outlook

• Show a Field in a Subform Based on Selected Item

  Hello everyone, I'm trying to dynamically show a field inside a subform based on the selected item, but I’m running into issues. My Setup: I have three forms: "List of Documents" → Stores the master list of documents with: Document Name (Single Line)

• Report Options Improvements

  Currently there a number of, let's call them quirks, when trying to setup reports for an Apps users. There are often times when hiding the "Add" button on a particular report for all users would be useful. However to achieve this we must embed the report in a page, now we get an extra page every time we need this functionality. If you need to remove the 'SpreadSheet' option but keep the 'Timeline' you would need to add an edit workflow with an "On Load or On User Input" code block. To remove the

• How to restrict on duty Requests?

  We need to restrict on duty requests for our employees, for example Work from Home limited to max 16 hours per week, or client visit limited to max 2 days per week How can we do that?

• Can I see what clients have filled out while signing is in process?

  When I send a document to a client I often get phone calls because the client is having trouble and unable to "finish" executing the document. Is there a way that I can see from my end what hasn't been filled in correctly by the client? I would like to

• How to make a string variable with multiline value?

  Hi,  I want to declare a string variable which has more than one line of strings. I have tried  myString = `Line one of string Line 2 of string And so on....`; But it seems back tick for multiline variables is not supported by deluge "programming language". Is there any way to declare multiline string variables in deluge?

• Inquiry About Read-Only Function for Form Fields and Request for Development

  Can the fields in the current form be set to a read-only function now? I sincerely need this feature. If it is not available at the moment, could it be prioritized for development?

• File Renaming and PDF Export Issues

  Using the Zoho Creator app on mobile, I need to rename draft files and export them as PDFs, then forward them to the LINE app. 1) Is it possible to set the file renaming as a variable (from the form's variables)? For example: Customer Name + Date. 2)

• How to Calculate Trimmed Average

  How can I calculate a trimmed average by using percentile ranks? I would like to eliminate the top and bottom 5% of my data in order to get a more accurate average. For example, if I have: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 in my data I want to exclude the

• Unable to create a Sandbox Error

  I am a super admin/owner and when I try to create a new sandbox, it DOES walk me through all the questions but then when I say go, I get this error. Sorry! We're unable to create a Sandbox account for this email address. Please contact us at support@zohocrm.com

• Boost Customer Experience: Let Visitors Choose Their Preferred IM Channel in Your Chat Widget

  We have an exciting enhancement coming your way. Pushing the perimeter has always been our thing, and we have come up with yet another enhancement for your Zoho SalesIQ live chat. Did you know your live chat can support more than chats and calls? That's

• "Unable to send template message." for Zoho CRM

  In Zoho CRM I created a lead from my own number and made some conversation using what WhatsApp api. The last conversation was 30 hours ago and the session is expired. To resolve the session expiration issue I created some WhatsApp message templates and

• Help with Deluge Script in Zoho SalesIQ (Input Variables Always Null)

  Hi everyone, I’m working on a Deluge script for Zoho SalesIQ, specifically for a block in Zobot. The script is supposed to: Check the visitor’s name when they start a chat. If the name is empty, return false; if a name is present, return true. However,

• Weekly Tips: Stay on Track with Zoho To-Do

  Every day, we carry out numerous tasks, both personal and professional. It can be overwhelming and challenging to keep track of all these tasks, including their status, progress, and priority. Simply jotting them down in a notebook or relying on memory

• Building extensions #3: Fundamental features of a Zoho Books extension

  In our earlier posts, we covered how to create, test, and publish an extension for Zoho Finance suite applications. Moving forward, we'll look specifically at instances relating to one of the products from the Zoho Finance suite: Zoho Books. In this post,

• zoho Booksのカスタムボタンの実行結果について

  Zoho Booksの受取請求書にカスタムボタンを設置しており、ボタンを押してスクリプトが正常に動作した際に、添付画像のように「カスタムボタンが適切に起動します」と表示される部分を、任意のメッセージに変更することは可能でしょうか？それとも、この表示内容は変更できない仕様なのでしょうか？

• Can the Product Image on the Quote Template be enlarged

  Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

• How do I add a stipend to an employee's pay?

  The company is offering a home office stipend to remote employees, and this needs to be listed separately on the pay stubs since it is a flat amount and not related to hours worked. I can add it as a salary component, but can't figure out how to use that

• How to add medical insurance benefit for an S-Corp more-than-2% owner?

  I have an S-Corp owner who is also the sole employee. They are going to run health insurance through their business, which means it needs to be logged as a benefit to them as an employee, but as an S-Corp more-than-2% owner, the value of the health insurance

• Zoho Payroll Expansion Plans

  Dear Zoho Team, I truly appreciate the continuous innovation and improvements you bring to your suite of products. However, I—and I’m sure many others—would love some clarity on your Zoho Payroll expansion roadmap. Currently, it’s only available in the

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