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• The same Contact associated to multiple Companies - Deals

  Hi, I would like to know if there is an option to associate the same contact with multiple companies (two or more) deals, using the same contact details for all. This is because we have contacts who are linked to different companies or branches of the

• I need to know the IP address of ZOHO CRM.

  The link below is the IP address for Analytics, do you have CRM's? IP address for Analytics I would like to know the IP address of ZOHO CRM to allow communication as the API server I am developing is also run from CRM.

• How to Print the Data Model Zoho CRM

  I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew

• What is the easiest way to move Hotmail emails to an IMAP server?

  The easiest way to move Hotmail (Outlook.com) emails to an IMAP server is to add your Hotmail account directly to any email client that supports IMAP, then copy the messages across. This avoids paid tools and keeps the process simple. Fastest free method:

• Convert invoice from zoho to xml with all details

  How to convert an Invoice to XML format with all details

• Export all of our manuals from Zoho Learn in one go

  Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah

• Portals-Adjust Column Sizes

  I am trying to adjust the column widths in Portals tabs. Columns that don't need to be wide are wide and longer ones are very short. I thought adding more to the digits box in Edit would widen them, but it doesn't. Anyone know how to adjust these?

• Add link/button to open approved record from approval list and detail views?

  Hi, How do I allow users to click on an approval record and open that submission? For example, userA submits a quotation then userB approves/rejects. They both can see the quotation on "completed task" list & detail views, but there's no way for them

• record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books

  record submitted from creator and invoice is creating in books , but the workflow of books is not tiggering on create of record in books headermap = Map(); headermap.put("X-ZOHO-Execute-CustomFunction","true"); response_inv = invokeurl [ url :"https://www.zohoapis.com/books/v3/invoices/fromsalesorder?salesorder_id="

• Prevent editing of a record after getting approved/rejectedr

  Hi, I'd like to block any user from editing a record after it was approved or rejected, how can I do that?

• Formula Field/Campo de Fórmula

  Hello everyone, I have a purchase requisition form in which each department submits a request, and the request is automatically routed to the person responsible for that department. In this form, I have several fields with the following link names: Quantidade1,

• Free Webinar: Zoho Sign for Zoho Projects: Automate tasks and approvals with e-signatures

  Hi there! Handling multiple projects at once? Zoho Projects is your solution for automated and streamlined project management, and with the Zoho Sign extension, you can sign, send, and manage digital paperwork directly from your project workspace. Join

• Formatting Problem | Export to Zoho Sheet View

  When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this

• Introducing Workqueue: your all-in-one view to manage daily work

  Hello all, We’re excited to introduce a major productivity boost to your CRM experience: Workqueue, a dynamic, all-in-one workspace that brings every important sales activity, approval, and follow-up right to your fingertips. What is Workqueue? Sales

• Feature Request - The Ability to Link A Customer with a Vendor

  Hi Finance Suite Team, Many businesses buy and sell products from the same companies or individuals. For example, a car sales business may buy a car from a member of the public, and that member of the public may also buy a new car from us. This makes

• Long table name (sync from Zoho Creator)

  Dears, How can I remove the suffix in parentheses? These tables are synced from Zoho Creator and are treated as system tables, so their names cannot be changed. This issue makes the aggregation formulas look awful.

• CRM limit reached: only 2 subforms can be created

  we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.

• Zoho OAuth Connector Deprecation and Its Impact on Zoho Desk

  Hello everyone, Zoho believes in continuously refining its integrations to uphold the highest standards of security, reliability, and compliance. As part of this ongoing improvement, the Zoho OAuth default connector will be deprecated for all Zoho services

• Contact data removes Account data when creating a quote

  Hi, Our customer has address fields in their quote layout which should be the address of the Account. They prefill the information, adding the account name - the address data is populated as per what is in the account - great. However when they then add

• [Free Webinar] Learning Table Series - Streamlining incident management process with Zoho Creator

  Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator

• Unattended - Silent

  How can I hide the tray icon / pop up window during unattended remote access for silent unattended remote access?

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

• Importing into Multiselect Picklist

  Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Text snippet

  There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that

• Marketing Tip #18: Make your online store mobile-friendly to improve traffic

  Most online shoppers browse on their phones first. If your store is hard to read, slow to load, or tricky to navigate on mobile, they’ll bounce fast. A mobile-friendly store doesn’t just look nice; it improves engagement, reduces drop-offs, and helps

• [Need help] Form closed. Please contact your form administrator for further assistance.

  https://forms.zohopublic.com/cceinfoifly1/form/CCE2025CCEFocusGroupRegistrationForm2025Fall/formperma/s_8XcLETTbFxZ_TAS4r_W6W5UBl8o5oxEnIX35IBKg4 I checked we didn't exceed the usage limit and form availability is enabled, Please help us enable this form

• Zoho People. Updating TabularData

  I am trying to update tabular data in the record. I always have the same response. I have checked many times. Section ID is correct. May be something wrong with request structure itself. Can someone help me. Body content type: form urlencoded query params

• Email was sent out without our permission

  Hi there, One customer just reached out to us about this email that we were not aware was being sent to our customers. Can you please check on your end?

• Automatically CC an address using Zoho CRM Email Templates

  Hi all - have searched but can't see a definitive answer. We have built multiple email templates in CRM. Every time we send this we want it to CC a particular address (the same address for every email sent) so that it populates the reply back into our

• Uplifted homepage experience

  Hello everyone, Creating your homepage is now much easier, more visual, and more impactful. Until now, your homepage allowed you to display custom views, widgets, analytic components, and Kiosk. With the following improvements, the homepage is now a smarter,

• Polish signer experience to compete with docusign

  I would like to suggest that someone spend the little bit of time to polish the signer experience, and the email templates to more of a modern professional feel. They are currently very early 2000s and with some simple changes could vastly improve the

• Unable to Send Different Email Templates for Different Documents in Zoho Sign

  Hello Zoho Community, I am facing a limitation with Zoho Sign regarding email notifications sent to customers when a document is sent for signing. Currently, whenever I send any template/document for signing, the email notification that goes to the customer

• Introducing real-time document commenting and collaboration in Zoho Sign

  Hi, there! We are delighted to introduce Document commenting, a feature that helps you communicate with your recipients more efficiently for a streamlined document signing process. Some key benefits include: Collaborate with your recipients easily without

• What are the create bill API line item requiered fields

  While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add

• Transfer ownership of files and folders in My Folders

  People work together as a team to achieve organizational goals and objectives. In an organization, there may be situations when someone leaves unexpectedly or is no longer available. This can put their team in a difficult position, especially if there

• Problem Adding Facebook Account

  Hi, I'm new here, I'm having trouble setting up my Facebook account as a social channel. I think the issue is down to how my Facebook is set up, which is pretty confusing. I have a personal Facebook account (let’s called it A) which is my main Facebook

• Customer ticket creation via Microsoft Teams

  Hi all, I'm looking to see if someone could point me in the right direction. I'd love to make it so my customers/ end users can make tickets, see responses and respond within microsoft teams. As Admin and an Agent i've installed the zoho assist app within

• Is there a way to update all the start and end dates of tasks of a project after a calendar change?

  Hi! Here's my situation. I've built a complete project planning. All its tasks have start dates and due dates. After completing the planning, I've realized that the project calendar was not the right one. So I changed the project calendar. I now have

• How to update task start date when project start date changes?

  Hi there, When the start date of a project changes, it's important to update the start dates of the tasks associated with that project to reflect the new timeline. Is there a way to shift the start date of all project tasks when the start date of a project

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