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• Automate Zoho CRM Export to pdf

  Is there any way to automate through Deluge or another language the 'Export to PDF' or the 'Send Email' task? When the individual in charge of invoices marks the invoice as 'Finished', there would be a process enabled to download the PDF or email the

• How to Set a Default Bot (Zobot) to Appear Automatically on My Website?

  Hi everyone, I’ve configured a bot (Zobot) in Zoho SalesIQ that is already working properly through WhatsApp. However, when integrating it on my website, it doesn’t show up as the default option. Instead, the traditional live chat appears first, and the

• AfterPay and or Zippay

  Hi team, AfterPay and Zippay are really big payment options these days in Australia. Is it possible to set this integration up as a payment option in Zoho? Thanks

• not able to attached image to notification

  Hi everyone I have one form in which user need to take a photo and attached it while submitting the form. I have enable notification for this specific form. The problem is i am not receiving photo in notification. Is it possible to do ? Please suggest

• Recurring Tasks and Reminders in Projects

  Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

• Zoho Mail is stuck on loading screen

  Hi, When we try to log into our Zoho Mail it gets stuck on a loading screen saying; 'Loading...[email address]', but it never actually loads. This is happening on our Google Chrome, which is the latest version to date at this time. Zoho Mail is working perfectly well on Internet Explorer and it's only happening on one computer. Any help is appreciated. Thanks! Kind regards, A.

• Emails are going to notification folder and not in inbox

  emails are going to notification folder and not into inbox

• Cannot Add Signature

  Hi there! I have multiple signatures set up in my account. And just recently, when I go to insert a different signature line the option is now greyed-out and I cannot. The only email account/aliases that I can "insert" a signature to is ones in which

• ZOHO MAIL and GMAIL

  Hi, I am looking to be able to send quotes from Wordpress using SMTP. I currently use Gmail workspace and Zoho CRM but my questions are as follows: If I set up a ZOHO Mail account can I still use Gmail workspace and Zoho to send emails from my Gmail account?

• URGENT: Vote Here to Fix the Terrible Hebrew Translation Once and For All! | דחוף: הצביעו כאן כדי לתקן את התרגום העברי הנוראי אחת ולתמיד

  By the grace of G-D. Fellow Hebrew-speaking Zoho CRM Users, Have you noticed that Zoho has "updated" the Hebrew translation again? Somehow, they've managed to make it EVEN WORSE than before! Just when we'd finally memorized what each poorly translated

• Changing Data on Cancelled /Paused Subscriptions

  What's a good way to edit a cancelled subscription without reactivating it? There are some custom fields and data that we'd like to add to these but when we edit it, it reactivates it and creates an invoice. Also need to be able to do this for paused

• MA 2.0 Email Footer

  Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.

• DKIM paste in Wordpress won't work

  Hello, I am trying to set up my DNS's in my domain (Wordpress) because lots of emails from Creator are not delivered to Hotmail accounts. I managed to understand the SPF part, but not the DKIM part. Zoho wants me to paste a very long DKIM script in Wordpress,

• Create an Eye-Catching Announcement Widget for Your Help Center

  Hello Everyone! In this week’s edition, let’s explore how to keep your customers updated with exciting news in the Help Center. See how ZylkerMobile wowed their customers by bringing updates right to their portal. ZylkerMobile, the renowned brand for

• Yahoo.com emails rejected when using Zoho Writer

  I am using the mail merge feature in Zoho Writer which I assume uses Zoho mail to send out emails. Every time the email address is a yahoo.com address, it is rejected as an error 1322 - "soft bounce". I see that over the years there has been problems

• Add a Zoho CRM field to a Zoho Forms Subform

  I am trying to figure out if it's possible in Zoho Forms to add the "Zoho CRM" field to a subform on my Form. I am trying to build an online order form where someone could select multiple products on their order. I am using a subform so the user can add

• Client scripts for Zoho Books ?

  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

• What's New in Zoho Invoice | January - March 2025

  Hello everyone! We're excited to meet you with the latest set of feature updates and enhancements made to Zoho Invoice from January to March 2025. In this, you will learn more about the following features: Leave Organization Pin Columns in List Pages

• is it possible to change language based on webpage language?

  Hi is there a way to change the asap ticket form based on the language our webpage is in? Our webpage got 2 languages atm. so we would like asap to change accordingly. can only see a solution to change it to one other language? Best regards Michael

• How to Disable/Hide Send Email Button in Zoho CRM under Leads Module and Custom module?

  I want to Hide Send Email Button in Zoho CRM under Leads Module and Custom Module.

• Email address ZOHO suggestions in replying - how to delete unwanted suggestions?

  Hi, I have some "unwanted" email addresses suggestions by ZOHO, and made some mistakes by replying for some tickets already. How can I clear this in ZOHO directly, I deleted all web browser history and cookies . Did not help :/ Below example, where one

• Hundreds of folders or tags (for each client): best practices?

  I'm preparing to switch from Gmail Workspace where each of my clients has their own label, assigned automatically after I manually set it up when someone becomes a customer. I know that those labels can be converted into folders in Zoho Mail, resulting

• What's New - March 2025 | Zoho Backstage

  Hello there, We’re thrilled to introduce a much-awaited lineup of powerful features and enhancements designed to fulfill your event management needs. Here's a round-up of the latest updates that will enhance your experience with Zoho Backstage this month.

• Deleted Contact still receiving Campaigns

  Hello, I deleted a contact from Zoho CRM as they left the business they were working at. However they are still receiving Campaigns from us? How is this possible? Thanks!

• Only use 'Teams' in a department / Remove 'Agents' option

  I've sent an email too but thought I'd also post here. In our business, we do not want users to to select agents for tickets. In our previous ticketing system, for each ticket, we can only select a 'Group' and an agent within a group. Which was perfect

• ZOHO Mail required to use CRM Mail Merge?

  Is ZOHO Mail required to use CRM Mail Merge?

• Reseller Partner Portal

  Does anyone have a good solution for a reseller partner portal where they can manage leads, deals, and documents that would sync with Zoho? I can't seem to find any great options.

• Tip of the week #49- Get all Facebook messages within your shared inboxes!

  Handling customer messages across multiple platforms can be overwhelming, especially when your team has to track conversations separately from emails and other inquiries. For example, if a new Facebook message comes in, a team member must switch to the

• Zoho Surveys CRM Integration not loading

  I'm having trouble with my Surveys/CRM integration. I have 18 form fields mapped, and it is no longer allowing me to add/edit/remove fields. Whenever I click save, the loading bar moves to about ~75% and does not progress.

• How long has the Update Custom Fields button been at the top of the Subscription screen?

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Enhance productivity with the revamped Zoho Sheet View

  Hello folks, For some time now, you've been able to use the Zoho Sheet View to quickly edit multiple records or to insert a batch of new records. Its tabular interface allows users to engage in these tasks productively. Despite this, the existing Sheet

• 202 Certificate Invalid Error

  Getting the following error in the frame that shows my mail on all categories This webpage is not available The webpage at https://zmail.zoho.com/mail/index.do?top=false&reusewms=true&istp=zb&zburl=https://mail.zoho.commight be temporarily down or it may have moved permanently to a new web address. Error 202 (net::ERR_CERT_AUTHORITY_INVALID): Unknown error.

• Create combine report from multiple forms

  Hi everyone I need help for creating single report from all the forms of my application. Darshak

• Portal Default View

  Hello! My company is about roll out portals for some users, but we were wondering if it was possible to set the Record Detail Page View to default to a custom view that we made. That way the information they need would be streamlined and easier to see.

• Backup all report zoho creator

  I want to backup an unused form record. But some fields are not displayed in the list report, if I export in the list report it will not retrieve all fields in the form. Is there a quick way to backup all the fields in the form without having to display

• Zoho Calendar Widget won't show events

  Hello, on all my recent phones I had the Zoho Calendar Widget with the monthly overview and the event overview directly next to it. On my new phone though I can't manage to use it that way. Every time I'm choosing the Widget and drag it to the home screen,

• Emails sent via Zoho CRM not showing up on Reports

  Usually when I send emails via Zoho CRM, I can see the total number for the day/week/month when viewing the reports. For some reason my emails this week are not all showing up there. When I go to the Lead/Contact I can see the emails there however. Of

• Supercharge your Business with Automation: A Proven Blueprint for Success

  Hello Everyone!! This is in continuation to the Power of Automation Series!! In this post, I would like to highlight the Blueprint feature under Task Automation and the use case that we have solved for the IT industry who is managing the Software Development

• Incorrect percentage in my reports

  Hi all, Has anyone else noticed issues with the percentage calculations in Zoho Social reports? For example, my Facebook engagement dropped from 316 in February to 238 in March. The report shows the right raw numbers but claims a -57.95% drop, which is

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