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• Recent Topics

• Item bulk update

  Why is there no "pruchase rate" to select in the field selection ? We have far more purchase increases than we have selling price amendments !

• Learning how to customize templates via code and best practices

  Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

• Should I save dead quotes

  I work in vehicle transport, specializing in transporting vehicles for dealerships. My role involves collaborating with individuals at each dealership to facilitate the transport of their vehicles to customers and from auctions. My question is whether

• Can't lock timezone in new Zoho Bookings

  Hi, since the new Zoho Bookings has been changed, I cannot seem to lock the timezone in for the meetings. I have set the working hours and location, but when I got on the link, it automatically gives me slots in my timezone. I want to lock it for an in-person

• How to import subform data - SOLUTION

  To all trying to import subform data, I might have a solution for you. First of all, for this solution to work, the subform data needs to be an independent form (not ad hoc created on the main form). Furthermore, this approach uses Excel sheets - it might not work using CSV/TSV. If this is true, then follow these steps: Import the subform records Then export these records once more including their ID Now prepare an import file for the main form that needs to contain the subform records Within this

• Can we customize the default client-facing icons?

  Is there any way to customize the client-facing icons that display in the Zoho Bookings UI?  For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service."  The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to

• reCAPTCHA

  Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?

• Zoho Books | Product updates | May 2025

  Hello users, We’ve rolled out new features and enhancements to elevate your accounting experience. From configuring approval at the module level to allocating landed costs to multiple bills, these updates are designed to help you stay on top of your finances

• Zoho Notebook suddenly running very slow on long notes

  I have been a longtime user of Zoho Notebook. Historically, it has run quite well, but I've noticed over the last few days that it has begun to run unbearably slow when typing in large notes, to the point where I can type four words and have to wait for

• Workflow Automation Instant Action

  Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For

• Multiple team members to access one office PC

  Hello, We have a high-performance PC in our office that we use for resource-intensive tasks. All team members need to remotely access this PC from time to time. However, when I enable remote access for myself through Zoho Assist, the PC does not appear

• Zoho Bookings API, timezone is not recognized when passed

  Has something changed? Time zone is being passed through API but it is NOT being recognized. response is not showing time zonetime that was passed through request. This is an URGENT issue as it is preventing bookings! Seems like this is due to a recent

• Widget function call not working – need help

  Hi everyone, I'm building a widget for Zoho CRM and trying to call a Deluge function from it using ZOHO.CRM.FUNCTIONS.execute, but it's not working. Here’s what I did: I created a Standalone function in Deluge. I'm calling it inside ZOHO.embeddedApp.on("PageLoad",

• Formula Module how to convert to percentage

  Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual

• What is the use of the stage environment ?

  Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment

• Can I view a gallery of attachments related to an Account, Contact, or Subscription

  It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.

• View Kanban tasks in "Status" layout for all projects

  Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - only

• Unsubscribe Page

  Where in Zoho Campaigns can I go to customize the design and copy on the unsubscribe page and follow-up "thank you" page? I am not seeing it under Settings.

• Ability to modify what displays in calendar invite?

  I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

• Shared Snippets Everyone

  Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• Bookings page very slow to load

  I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?

• Zoho Bookings: How to set a limit for maximum bookings per day?

  Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

• Zoho Booking API to update service for Assigned Agent

  Hi there, I have been testing and looking at the Zoho booking API for the Assigned Agent update from Zoho CRM for a long time. There is only a Fetch service request, but no updated Assigned Agent options. Does anyone know how to do that? PS: I can use

• Zoho Accounts and Book Keeping candidate required

  Urgently required data operator who can do following tasks: Purchase Bill Entry Sale Bill Entry Bank Entries Cash Book entries 40-75 entries per days

• Cancellation waiting list - Zoho Bookings

  Is it possible to have a waiting list in case I got a cancellation it can be filled automatically with people on this list? 

• Zoho Bookings Integration with Make.com

  Dear Zoho Bookings Support Team, We are writing to request a new integration between Zoho Bookings and Make.com, a leading automation platform widely used by Zoho users. Current Integration: We acknowledge the existing integration with Zapier, another

• Advanced search for Spam tickets in Zoho Desk

  Currently there is no way to use advanced search in Zoho Desk to find content in tickets marked as spam. Please add this functionality! I believe this should not be the default, but a simple check box "Include Spam Tickets" would be helpful.

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Different Page Numbering

  I want the page numbers not just 1,2,3... but i,ii,iii,iv,... or even I,II,III,IV.... How can I do this?

• Leads Should Support Business-Centric Structure for B2B Use

  We’re a B2B company that generates leads for other businesses and often engage with multiple contacts within the same company. For years, we’ve struggled with Zoho CRM’s limitation of requiring a Last Name field for leads. For example, if we’re pursuing

• Poor Search Results on Zoho CRM

  The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

• Holding Shift to keep selected tickets

  It is annoying trying to change the category of tickets and then closing them. You have to select them one by one, no way to 'hold down left click and drag your mouse down to select multiple'. Once you have selected them and you change the category, you

• Currency Data Type Issue

  Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because

• Zoho AI Translate – No Support for Hebrew?

  I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternative

• How can I mark an account as VIP or similar for special treatment?

  I'd like to create a visual enhancement to mark an account as VIP in a way our agents can't miss it. What is your suggestion? Thanks!

• CRM HAS BEEN SOOO SLOW For Days 05/15/25

  I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

• Exclude Segment from Campaign Recipients

  I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

• Equivalent domains

  Need a settings feature for adding/modifying/deleting domains that use the same login service. The feature can also suggest some popular sites that use shared credentials to access domains under their control. For example: amazon.com and its local variations like amazon.in. For example: gmail.com and google.com. LastPass has this feature.

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