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• DORA compliance

  For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

• DKIM cannot be enabled for the domain as no verified default selector present

  Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?

• Will Cliq support Streaming for AI / LLP resposne

  Currently LLM APIs stream the LLM response token by token, since waiting for the entire response takes usually ~ 7-10 seconds. Is there any intention in supporting streaming in the Cliq platform? Namely, I'd like to build a chatbot in Cliq and I want

• Email address with + char is incorrectly invalid

  cannot enter contact with email address containing +, i. e. valid+email@example.com. this is a perfectly valid email address by but fails Zoho Campaigns validation. https://en.wikipedia.org/wiki/Email_address#Local-part

• Amount Change -> Reason of update

  How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,

• Zoho not receiving verification email.

  I developed a website registration page and need to send verification email. I am using sendinblue for sending out the verification emails. Somehow, the mail is not being received by the Zoho users. Gmail, outlook, yahoo domains works fine but when I try to send the mail to my Zoho account I am not able to receive the mail. Can you please let me know what might be the issue?

• How to Save Token in CRM

  Hi, Is there any method that allow user save their token in CRM, otherwise I have to get token every time the function run.(Token expire each day)

• Any simple way to setup an automation from Facebook Lead Forms to Zobot taking care of the conversation?

  Right now i have a simple setup live with Make.com sending a Whatsapp template message from Twilio to a Lead received from Facebook Lead form then a ChatGPT bot taking care of the conversation. But no CRM On SalesIQ i can't find a way to start a conversation

• Automation#22 Track Ticket Duration at Specific Status

  Hello Everyone! Welcome back to the Community Learning Series! Today, we explore how Zylker Techfix, a gadget servicing firm, boosted productivity by tracking the time spent at a particular ticket status in Zoho Desk. Zylker Techfix customized Zoho Desk’s

• Cliq 1.7.5 status icon doesn't update if there are unread messages

  Cliq 1.7.5 System: Ubuntu 24.04.2 LTS x86_64 Installed from the .deb package (cliq_1.7.5_amd64.deb / MD5: 10c5924911a2e90af012d564da670bf8) GNOME 46 Whenever I get new messages the status/notification icon remains unchanged (white icon without the red

• Is there a way to customize the style of the success message - Advanced Web Form

  Is there a way to customize how the success message is displayed after a Zoho webform is submitted? We’d like the success confirmation to match the visual style and branding of our website, so we're looking for options to either apply our own CSS or replace

• Zoho Desk app update - Initiate WhatsApp chat with pre-approved templates from ticket and contact details screen

  Hello, everyone! We are excited to introduce an option to send WhatsApp messages via IM(Instant Messages) using pre-approved templates directly from the ticket and contact details screen of the Zoho Desk app. In the ticket details screen, we have enhanced

• Where to view user feedback on answer bot's "was this helpful?"

  We are trialing answer bot in our knowledge base and like what we see so far. One of the things we like is that upon answering a query, answer bot asks "Was this helpful?" (see attached). As part of our trial we've been responding to this by clicking

• Is there a way to have a "Time only" field?

  I need a field that only captures the time.  I don't like the Date-Time field.  It is very clumsy for the user to input AND I need to sort by time separately.  PLEASE add a new field that is dedicated only for inputting time.  I don't need seconds just hours and minutes.  Bonus would be to change it from AM/PM to military/international time. What do we need to do to make this a separate field???   I don't want a work-around, I just need the field.  Is there someone out there that knows how to create

• CRM Mail Merge Template copies OLDER version of the document instead of most recent version

  I have to make 60+ Mail merge templates in ZOHO CRM to use for editing in WRITER and then sending on to sign for signatures. So I have been working on 1, setting all the styling and automatisation right, and I want to use this one as a master template

• Zoho Sprints Mobile 2.0 : La gestion de projet, réinventée pour vos déplacements

  Nous avons le plaisir de vous annoncer la sortie de Zoho Sprints Mobile 2.0 : une version revisitée de notre application, avec une interface modernisée, de nouvelles fonctionnalités puissantes et une navigation optimisée. Grâce à cette mise à jour, gérer

• Allow Portal Users to log in using their mobile number.

  I want to allow portal users to log in using their mobile number. I referred to below documentation, but it mentions that this is only supported for Indian mobile numbers. Is it possible to enable login using a Singapore mobile number? https://help.

• Zoho Webinar Android app update - Organizer chat

  Hello everyone! In the latest version(v1.4.0) of the Zoho Webinar app update, we have brought in support for the 'Organizers' chat feature. In addition to the existing public chat, co-organizers now have access to chat separately with organizers and attendees,

• Task Due Time - Unable to Add

  I have taken a trial version to test, I could not find “Due Time” feature. Only Due date is given

• Sign - Introduce a feature to make fields required based on conditions

  Add "Required" to conditional options for fields. Example: A Sign document contains 2 fields Company Type (picklist) Company Registration Number When "Limited Company" is selected from the Company Type, the Company Registration Number should become

• Connect Zoho Creator on on prem database with databridge.

  Hi im new to zoho creator. Been through many forums and training clips but cant find a solution. 1. I have an on prem mssql server called "Sales" with a tabel called "Monthly" the server address is 10.0.0.10 2.i have Databridge installed on the server

• Add a URL to a note

  I enter a lot of notes onto Account and Contact records. For example, I would like to add a note to a person with a link to their blog. When I paste the link into the note, it pastes ok, but it's not a "clickable" link. Is there a way to maintain the

• Zoho webinar iOS app update: Introducing a dark theme, organizer's chat, emoji reactions, recording consent, and live answer on questions list.

  Hello everyone! In the latest version(v1.1) of the Zoho Webinar app, we have brought in support for the following features: Dark theme. Organizer's chat. Emoji reactions. Recording consent prompt for attendees. Live answer on questions list. 1. Dark theme:

• Unveiling the next iteration of Ask Zia in Zoho CRM: An all-new chat interface, conversation history, actions, and much more

  Your CRM assistant just leveled up. Zoho CRM's Ask Zia functionality now offers a more conversational and context-aware experience to help you not just understand your data, but act on it—all from one chat window. With its redesigned interface and expanded

• Field of Lookup in CRM

  Last modified on 04/04/2023: Field of lookup is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, We're thrilled to talk about a much-awaited enhancement to lookup fields—now

• [Free webinar series] Get to know Deluge: Zoho’s powerful scripting language

  Hello Everyone, We are much elated to invite you all to our upcoming session in Zoho Deluge! Bringing on to your table - Get to know Deluge: Zoho’s powerful scripting language Understanding Deluge Zoho’s suite of applications offers robust solutions for

• Integrate with WooCommerce using Wordpress Plugin

  We’re thrilled to announce a powerful update to the Zoho Marketing Automation WordPress plugin with WooCommerce integration! This enhancement enables new possibilities for businesses running online stores using WooCommerce, empowering them to merge seamless

• Can't find field from ZCRM for a trigger

  Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM

• How do I add an all ready created module, to an page

  So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)

• Integrate Zoho CRM and Zoho Workdrive

  I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,

• 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(5/28)

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 5月開催のZoho ワークアウトについてお知らせします。 今回はZoomにてオンライン開催します。 ▷▷登録はこちら：https://us02web.zoom.us/meeting/register/l6xddhOoR--8rroMIgKWyA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho

• Zoho people - holidays apear on zoho calender?

  holidays that are stored within zoho people holidays can they be subscribed to within zoho calender?

• Contact and Deal details in Company Module

  Hello, We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates. The Account/Company module will have all

• Anone know how to add email body text in Button Properties ?

  When adding a button there is an option use a "Link to Email Address" which triggers an email addresses to the To: email and with the Subject as per the Subject field. I want to add some text in the body of the email, such as My contact details are: Name:

• remove email address from an old account

  I have deleted the domain and/or closed the organization in my Zoho account, but the email address (e.g., info@brassprime.com ， orders@brassprime.com , returns@Business Companion ) is still associated with the previous organization. Now I cannot

• Multi-language Support Expanded!

  We are delighted to share some exciting news following our previous announcement about multi-language support! Our multi-language capabilities have been significantly enhanced to better serve our growing and diverse user base. Below is the complete list

• Dynamic Dashboard for CRM Flyout/Widget

  Hello, Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms. I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices,

• LinkedIn Inbox Auto-Responder

  How do I set up an auto-responder message from my LinkedIn's company inbox?

• Zoho Projects for Departments

  We’re currently using Zoho Projects across multiple departments in our company (e.g., Marketing and Project Implementation), and we’re trying to figure out the best way to keep each department's projects and templates completely separate. Here’s what

• Getting daily summary report from SalesIQ

  Why am I suddenly getting a daily summary report from SalesIQ when I'm not even using it nor signed up to it knowingly?

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