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• Recent Topics

• Bigin Copy Dashboards

  Hello, I would like to copy an existing dashboard, modify components, then save it as a new dashboard in Bigin. Any help on how to do this would be appreciated. Thank you

• Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025

  We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in Outlook

• Show a Field in a Subform Based on Selected Item

  Hello everyone, I'm trying to dynamically show a field inside a subform based on the selected item, but I’m running into issues. My Setup: I have three forms: "List of Documents" → Stores the master list of documents with: Document Name (Single Line)

• Report Options Improvements

  Currently there a number of, let's call them quirks, when trying to setup reports for an Apps users. There are often times when hiding the "Add" button on a particular report for all users would be useful. However to achieve this we must embed the report in a page, now we get an extra page every time we need this functionality. If you need to remove the 'SpreadSheet' option but keep the 'Timeline' you would need to add an edit workflow with an "On Load or On User Input" code block. To remove the

• How to restrict on duty Requests?

  We need to restrict on duty requests for our employees, for example Work from Home limited to max 16 hours per week, or client visit limited to max 2 days per week How can we do that?

• Can I see what clients have filled out while signing is in process?

  When I send a document to a client I often get phone calls because the client is having trouble and unable to "finish" executing the document. Is there a way that I can see from my end what hasn't been filled in correctly by the client? I would like to

• How to make a string variable with multiline value?

  Hi,  I want to declare a string variable which has more than one line of strings. I have tried  myString = `Line one of string Line 2 of string And so on....`; But it seems back tick for multiline variables is not supported by deluge "programming language". Is there any way to declare multiline string variables in deluge?

• Inquiry About Read-Only Function for Form Fields and Request for Development

  Can the fields in the current form be set to a read-only function now? I sincerely need this feature. If it is not available at the moment, could it be prioritized for development?

• File Renaming and PDF Export Issues

  Using the Zoho Creator app on mobile, I need to rename draft files and export them as PDFs, then forward them to the LINE app. 1) Is it possible to set the file renaming as a variable (from the form's variables)? For example: Customer Name + Date. 2)

• How to Calculate Trimmed Average

  How can I calculate a trimmed average by using percentile ranks? I would like to eliminate the top and bottom 5% of my data in order to get a more accurate average. For example, if I have: 1, 2, 3, 4, 5, 6, 7, 8, 9, 10 in my data I want to exclude the

• Unable to create a Sandbox Error

  I am a super admin/owner and when I try to create a new sandbox, it DOES walk me through all the questions but then when I say go, I get this error. Sorry! We're unable to create a Sandbox account for this email address. Please contact us at support@zohocrm.com

• Boost Customer Experience: Let Visitors Choose Their Preferred IM Channel in Your Chat Widget

  We have an exciting enhancement coming your way. Pushing the perimeter has always been our thing, and we have come up with yet another enhancement for your Zoho SalesIQ live chat. Did you know your live chat can support more than chats and calls? That's

• "Unable to send template message." for Zoho CRM

  In Zoho CRM I created a lead from my own number and made some conversation using what WhatsApp api. The last conversation was 30 hours ago and the session is expired. To resolve the session expiration issue I created some WhatsApp message templates and

• Help with Deluge Script in Zoho SalesIQ (Input Variables Always Null)

  Hi everyone, I’m working on a Deluge script for Zoho SalesIQ, specifically for a block in Zobot. The script is supposed to: Check the visitor’s name when they start a chat. If the name is empty, return false; if a name is present, return true. However,

• Weekly Tips: Stay on Track with Zoho To-Do

  Every day, we carry out numerous tasks, both personal and professional. It can be overwhelming and challenging to keep track of all these tasks, including their status, progress, and priority. Simply jotting them down in a notebook or relying on memory

• Building extensions #3: Fundamental features of a Zoho Books extension

  In our earlier posts, we covered how to create, test, and publish an extension for Zoho Finance suite applications. Moving forward, we'll look specifically at instances relating to one of the products from the Zoho Finance suite: Zoho Books. In this post,

• zoho Booksのカスタムボタンの実行結果について

  Zoho Booksの受取請求書にカスタムボタンを設置しており、ボタンを押してスクリプトが正常に動作した際に、添付画像のように「カスタムボタンが適切に起動します」と表示される部分を、任意のメッセージに変更することは可能でしょうか？それとも、この表示内容は変更できない仕様なのでしょうか？

• Can the Product Image on the Quote Template be enlarged

  Hello, I am editing the Quote Template and added ${Products.Product Image} to the line item and the image comes up but it is very tiny. Is there anyway that you can resize this to be larger? Any help would be great! Thanks

• How do I add a stipend to an employee's pay?

  The company is offering a home office stipend to remote employees, and this needs to be listed separately on the pay stubs since it is a flat amount and not related to hours worked. I can add it as a salary component, but can't figure out how to use that

• How to add medical insurance benefit for an S-Corp more-than-2% owner?

  I have an S-Corp owner who is also the sole employee. They are going to run health insurance through their business, which means it needs to be logged as a benefit to them as an employee, but as an S-Corp more-than-2% owner, the value of the health insurance

• Zoho Payroll Expansion Plans

  Dear Zoho Team, I truly appreciate the continuous innovation and improvements you bring to your suite of products. However, I—and I’m sure many others—would love some clarity on your Zoho Payroll expansion roadmap. Currently, it’s only available in the

• Attention: Scheduled Maintenance at US DC on Dec 19, 2024

  Dear Bookings users, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the accounts

• How to configure webhook

  I'm try to add webhook url but I get URL can not be reached why???

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• Unable to Create New Contact from missed call

  I have RingCentral integrated with CRM. When someone calls from a number that's not already in CRM I may want to add that number as a new contact. In the Calls module, when I click on a missed call, there is a + button next to the phone number. That brings

• Conversion: Lead to Custom Module

  I need to convert my lead based on certain criteria to a module I created. But Contact and Company module are pre-selected in the workflow rule page. Is there a workaround for me to be able to select the module I want to convert to?

• Why is Zoho Mail support so lousy?

  This is not the first time I voiced out about this, the first time was 2 months ago https://help.zoho.com/portal/en/community/topic/what-the-actual-fk-is-wrong-with-zoho-mail-support where I had to follow 7 times in the span of 2 months to get a (unhelpful)

• Power of Automation :: Add Note to a Linked CRM Deal

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• CRM Mail-Sharing issue | Public sharing vs. defined sharing roles

  Hi, While the issues surrounding mail-sharing rules have been discussed in this forum before, I couldn't quite find an answer to my specific problem and was hoping for input (and ideally a solution). For the sake of making my argument, lets use the following

• Tip of the week #45 -Mark threads as duplicate.

  Are duplicate emails cluttering up your team’s inbox and causing confusion? When a customer sends the same email to different addresses, it often ends up in multiple inboxes — creating duplicate conversations and extra work. Use the Mark as duplicate

• Weekly Bug: Related Record Bug,

  Hi Zoho, Weekly bug. As an admin, why I don't have authority to enter to a lookup module? It states it is an internal error. I reserved your developer for other issues at earliest 3 Mar..

• Zoho Mail Import is Not Working currently - Why?

  I have just signed up with Zoho Mail and have attempted to import my emails from my previous client (Microsoft) I had to purchase a good PST to EML converter, This works as it should but, when it comes to importing into ZOHO Mail, it imports all the emails

• Zoho CRM Deluge - Converting a whole number like 10000 to £100.00

  I have written a script that takes data from our payment provider and enters it in to a custom module. The payment provider provides the amount paid data in an unformatted state (for example: £130.00 is sent as 13000). My issue is, when a customer pays

• Product Updates in Zoho Workplace applications | Jan 2025

  Hello Workplace Community, We are excited to announce the release of new features and enhancements across all Workplace Products this January. Let's check them out: Zoho Mail OAuth Identity Verification for SecurePass Email Access With the latest update

• The Social Wall: February 2025

  It felt like February flew past us so quickly, but not without some highlights worth sharing! Let's take a look at what was happening in Social the past month. Create and organize publishing groups If you’re a business or agency managing multiple brands,

• Inconsistency Between UI and API for Future Status Subscription Start Date

  Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you

• Introducing bot filtering for accurate analytics

  Update : This feature has been revamped. For the most current information and improved functionalities, please visit the updated version here. Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign

• Marketing Automation and Task Management

  I am new to Zoho and I am trying to build out journeys for prospects during the sales cycle. Maybe I am not in the right place but I am seeking to create a journey of 15 touches that spans 6 weeks (this part is not hard), that consist of emails, texts,

• I cant elevate to admin mode with a remote pc using windows 11 home, first shows agent relaunching never finish so i reload assist webpage then says "Unable to Elevate to Admin mode due to an active

  I cant elevate to admin mode with a remote pc using windows 11 home, first shows agent relaunching never finish so i reload assist webpage then says "Unable to Elevate to Admin mode due to an active concurrent session running in Admin mode on this c

• Request for Information on Zoho Desk Webhooks Availability and Security

  Hi Team, We need some information regarding Zoho Desk webhooks. Could you please provide details on the following: Event Order Guarantee: Does Zoho guarantee that Desk events will always be processed in the exact order they occur? For example, if two

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