ご検討中の方

• Recent Topics

• Getting the Record ID of a form once it is submitted - so that form can be edited later

  In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou page

• Tip#51: Use Nested Picklists for cleaner forms

  Are you looking for a dropdown field that branches out with multiple child options? Zoho Sprints supports Nested Picklist where you can create a parent-child relationship to navigate the users seamlessly with the required options. This ensures that the

• #19 The Easier It is to Pay, the Faster You Get Paid

  In our previous post, we looked at recording offline payments to keep your books accurate. But what if you could eliminate that manual step altogether? Imagine sending an invoice where your customer doesn't have to copy your bank details, switch between

• All new Address Field in Zoho CRM: maintain structured and accurate address inputs

  Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24

• Mass Email: Individual or Bulk?

  Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.

• How do I add our corporate fonts to campaign template?

  We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?

• Export current view on timesheet bug?

  When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.

• What's New in Zoho Invoice | April – June 2026

  Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach Annexure

• Marketing Tip #38: Increase order value with free shipping thresholds

  Free shipping is one of the easiest ways to nudge customers to spend a little more. Instead of offering free shipping on every order, set a minimum order value customers need to reach. This encourages shoppers to add one more item to their cart, which

• Integration between Zoho Creator & Zoho Projects?

  Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??

• Zoho CRM's Old User Interface is set for EOL - Deadline and What to Expect

  Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Improved Email Management: More control over outgoing email delivery in Zoho Creator

  Hello everyone, Managing how your Zoho Creator applications send emails just got a whole lot more powerful. We've completely revamped the Email Management feature to give you greater flexibility, better deliverability, and deeper control over your outgoing

• Send a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM

  Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,

• Marketer's Space: Make your emails more engaging with polls and surveys

  Hello Marketers! Welcome back to Marketer's Space. This week, we're looking at two features that can turn a one-way email blast into an actual conversation: polls and surveys. Why to use polls and surveys? Most emails go out and you hear nothing back.

• DYK 9: Dependent Layout Rules

  Did you know that you can configure dependent fields in Task and Issue Layouts? In a project, tasks and issues vary in nature and so do the fields needed for each. Displaying relevant fields and values keeps the layout organised and ensures necessary

• Error when connecting zoho projects mcp to Claude

  When trying to connect zoho projects mcp through cloude, I am redirected to zoho login page, and then after adding my registered email I receive this error: Error while Initiating OAuth Invalid server url. Kindly re-verify oauth url from metadata and

• Item image on document

  I know what I am asking may not be possible, but I will ask anyway, maybe I will get lucky, and someone else is doing it. My business is based on special orders only from various online stores. When I send a quote to a client, I generate a separate quote

• Cash Recipt

  You can not receive cash more than 10000 from one party in a day and two lakh in a year. In statement you can't differentiate cash or bank receipt. zoho does not support this

• MCP > Creator connection failing with Claude

  I'm trying to get claude to access any of my Zoho Creator apps and it keeps failing. I have enabled all tools for creator and ensured in claude settings that everything is authorised. Here is what claude says : Unfortunately, the error messages I'm receiving

• Zoho Analytics Aggregates

  I have the attached report that lists Jobs and I want to aggregate the totals of Total Budgets, Total Bills and Difference for each Construction Stage. Can anyone tell me how I aggregate them?

• Customer/Vendor Portal session duration - can it be extended?

  Hi all, We'd like to know how long the login session lasts for the Customer/Vendor Portal in Zoho Books, and whether there's any way to extend it (either through settings or via support/API). Right now this is causing a pretty poor experience for our

• is it possible to adjust the date field to show Monday as a first day

  Hi, Is it possible to adjust somewhere the date field, so the first day of the week is Monday (instead of Sunday)? Thank you! Ferenc

• Last Name Required

  Is there a way in CRM with the last name field to make it not mandatory? We are taking leads from a web form created in ZoHo CRM Form builder Form fields for this specific form are: First Name E-Mail Question/Comment Previously when using another form

• Cannot receive emails

  Sent one days ago still no feedbacks, cannot call customer services number

• Rating system button not translated to Spanish + "Done"

  I've run into a issue with the new system for rating support interactions when the chat is ended: Missing Spanish translation: The button is still showing in English as "Done," even though the interface language is set to Spanish. It should display something

• Deprecation Notice: OpenAI Assistants API will be shut down on August 26, 2026

  I recieved this email from openAI what does it means for us that are using the integration and what should we do? Earlier this year, we shared our plan to deprecate the Assistants API once the Responses API reached feature parity. With the launch of Conversations,

• Zoho Cliq not working on airplanes

  Hi, My team and I have been having this constant issue of cliq not working when connected to an airplane's wifi. Is there a reason for this? We have tried on different Airlines and it doesn't work on any of them. We need assistance here since we are constantly

• Completed Calls don't associate with Scheduled Calls

  I schedule calls at specific times so that they are easily viewable on my phone. I open a given call on my phone and use the call icon at the bottom of the screen. I complete the call and select "yes" when asked if I want to log the call. I enter the

• Need Parallel Transitions for Zoho Desk Blueprint

  Zoho CRM's Blueprint already supports Parallel/Multiple Transitions, letting multiple transitions run simultaneously between two states (refer to https://help.zoho.com/portal/en/kb/crm/process-management/blueprint/articles/parallel-and-multiple-transitions-configuration-and-usage#Using_Parallel_Transitions)

• Zoho Forms integration Google Sheets

  Hi, quick one. I wonder if you can help. I have a Zoho Form integrated to a Google Sheet. The fields are showing across the top, but no records are there. I have checked in Zoho Forms to see if there have been any failed integrations, but there are none.

• ZoHo Mail & MCP connectors

  Is ZoHo working an MCP connector for mail?? I find it very useful in Gmail to have Claude summarize messages for me. Thanks Jim P.S. Sorry if this is the incorrect forum. Mods please adjust as necessary.

• Introducing the Required Skills field for Job Openings

  We're excited to announce a new enhancement to the Job Openings module - the Required Skills field, formerly known as the Skillset field. This enhancement brings improved functionality and a fresh UI to help you define your job requirements effortlessly.

• ZDialer app sign in replys: Account doesn't exist

  I couldn't find Zoho Voice for a category. Problem: I have an active Zoho account with Zoho Voice and Zoho CRM. I can successfully sign into both services from my computer using my email address. However, the ZDialer mobile app redirects to accounts.zoho.com

• Checking validity of fields when converting Leads

  Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• Zoho Cliq REST APIs v3 : A complete guide to what's changed and why 

  APIs are not just consumed by a developer with numerous automations and a series of open browser tabs. They are parsed by LLMs, fed into agent pipelines, and auto-completed by AI coding assistants that have zero tolerance for inconsistency. A verb tucked

• Reports not adding up

  I have a subform that we add lines for costs. These are added up in the aggregate (see image 1). When I pulled these into reports, I link the aggregate subform cost, but it keeps adding each subform line, instead of just the PO Subject and the numbers

• 【西日本初開催】「AI and DX Summit 2026」のご案内

  ユーザーの皆さま、こんにちは！ 西日本初開催となるZoho ユーザー / 検討中の方々向けイベントのご紹介です。 AI・DX大型カンファレンス「AI and DX Summit 2026」を、2026年7月16日（木）に開催します。 会場は、ウォルドーフ・アストリア大阪。 グラングリーン大阪直結のラグジュアリーな空間で、AIとDXの最新トレンド、実践事例、 展示、ネットワーキングが集結する、特別な1日をお届けします。 👉イベントページを見る ━━━━━━━━━━━━━━━ AIとDXの“今”を、体感。

• creating an alias

  your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

• Next Page