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• Recent Topics

• Batch Tracking Enhancements In Zoho Inventory

  Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

• Workflow not triggered by custom function field update

  I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I

• Version history for Zoho CRM Functions

  Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.

• Creator portal user do not accept user password upon creation

  I placed a request at Zoho and they are working on it, but I try here too in case somebody has already the answer: Today, sudently, my customers that tried to join the portal were not abble to enter a valid password, even if the password had all the necessery

• CRM Campaign -> Create Campaign ->Zoho Campaign. Add to Sender Address dropdown options (2024/08/01)

  I'm trying to add different Sender Address and Reply-to Address options to a new campaign created through Zoho CRM. There is one sender and reply-to address available and it is not the account I'm logged in with. The dropdown options do not match what

• Create new ticket when another specific ticket is closed

  Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same

• How can a Zoho Desk Admin access restricted files?

  How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?

• Need to bundle based on inventory stock not accounting stock

  Cannot create a bundle / composite item until a bill has been received, even if there is available stock due to an item receipt. This should be changed as it is required to make a bundle and invoice the customer before the vendor has billed us.

• Can we make Transfer Orders based on Physical Stock?

  We are a manufacturing company and prefer to manage stock in "Physical Stock" mode. But if we don't have enough available quantity in "Accounting Stock", we couldn't make Transfer Orders, right? Is there any work around with this issue?

• Why is my Lookup field not being set through Desk's API?

  Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,

• Ticket template - Send email to multiple contacts

  Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each email

• Zoho desk domain mapping not working

  Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.)  2.) 3.) Hope to hear from you soon.

• Zoho Analytics pulling data from Zoho Sheets and Zoho Forms

  It would be smart to have Analytics import data from Zoho Sheets or Forms. 

• Exporting Presentations with Embedded Integrations

  I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what

• Embedding Zoho Analytics - is the data always 'live' ?

  When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it always

• Zoho Flow Doesn't Detect Desk Ticket Custom Field Change

  I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

• Weekly Tips: Track Email Engagement with Read Receipts in Zoho Mail

  While email is a convenient and widely used way to communicate, it doesn't offer the immediate feedback you get from face-to-face conversations or phone calls. When we send an email, there is no way to know for sure if the recipient has acknowledged its

• Reusable Variables

  I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar

• HTML Code + Writer Documents

  Hello, I am in the process of writing a couple of documents in Writer. Both document will have 2 versions each. One version being a freebee that perspective clients can download from my website. The other version will be a paid version, and additional

• Audit Log: Detailed View and Export for Better Tracking

  Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experience

• Display All Admin Roles in Zoho One Admin Panel

  Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,

• Enable users to create and edit presentations in your web app using Zoho Office Integrator

  Hi users, Did you know that your users can create, edit, and collaborate on presentations from within your web app? With Zoho Office Integrator's embeddable presentation editor, you can easily add these capabilities. Here are the highlights: Create presentations:

• Forced Logouts - Daily and More Frequent

  In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

• I can buy a Domine

  I need assistance with an issue I'm experiencing. Whenever I attempt to purchase a domain, I receive a message that says, "We ran into some trouble. Please try again later." I would greatly appreciate any help you can provide. Thank you. Please refer

• Zoho Customer Statements open item and NOT balance brought forward

  How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstanding

• Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process

  Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process April 24, 2025, 12 p.m. EDT As your business grows into the ecommerce sector, so do the complexities of fulfillment. From managing real-time inventory to handling

• Zoho Books Invoice Enable Payment Gateway with Deluge

  I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe".  I can not seem to find one article online on how to do this.  Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);

• Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

  Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates

• Having issue adding email account

  Hi Sir/Madam, I having an issue adding an email account (user and group). We have two organization but I am getting an error while adding the account in both User and group. Yet the account is not there. See attached.

• UNEXPECTED RESPONSE CODE: 400"

  Getting this on all new flows created with a Zoho Campaigns connection

• Suburb Categorisation/value

  Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new

• Launching AI-backed product recommendations for ecommerce stores

  As Zoho Campaigns steps into its 11th year, we're taking our first step towards artificial intelligence as part of our ecommerce module. Your emails—be they regular or automated— are equipped to carry unique and targeted product recommendations based

• Add Custom Text Fields as a component in Dashboards

  Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of

• FSM API ERROR Code "OAUTH_SCOPE_MISMATCH"

  I am trying to create a contact via the ZOHO FSM API https://fsm.zoho.com/fsm/v1/Contacts I have followed the instructions of the API documentation to Authenticate and Create a contact but I cant figure out what I am doing wrong. Bellow are the steps

• Important Features Missing

  Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

• TaskList at Bottom from API

  When I create a taskList from API the TaskList is always At the Top, I need it to be at the bottom. How can I achieve that?

• Linkthread domain names - none available

  Hi I am trying to add our domain names but they do not seem to be available but I am pretty sure they would not be taken as yet. Does Linkthread recognise .com.au or .org.au domains?

• Setting default values in CardScanner app

  We use the Zoho Cardscanner app. Is it possible to set default values. For instance for "Lead source" to set the default value to "Exhibition". Now we have to manually select that for every card we scan.

• Custom Fields like Discount

  Hi, Is it possible to make a custom field that acts like the discount field in quotes? I would like the option to have the field pop up exactly like Discount but instead of subtracting money it adds money (shipping cost in this case). I would like it

• "Unable To Join Group Call"

  When trying to join a group call within Trident on macOS, I get a popup that says "Unable To Join Group Call". No other explanation is given. Anyone invited to a call should be able to join at all times, even if the organizer has not joined the call.

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