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• Recent Topics

• Integrating Zoho CRM with Quickbooks Enterprise?

  Does anyone have any experience of integrating Zoho CRM with Quickbooks Enterprise?  The Zoho pages refer to the Quickbooks Premier edition, and I wanted to know if the same works with the Quickbooks Enterprise version.

• Best Way to Update Subscriber Preferences for an Existing List?

  We currently have a mailing list of over 43,000 contacts in Zoho Campaigns, and we’re looking to segment our list based on subscriber content preferences—things like Free Webinars, Local Training, Store Specials, and New Product Announcements. We’d like

• in Desk - Why can't I find where to enable multi-branding?

  I'm looking at the knowledge base article & it says to go to settings / general / rebranding / multi-branding. But there's no multi-branding there!

• Edit a previous reconciliation

  I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

• How to undo a reconciliation?

  I need to update the "Expense Account" field on a bunch of expenses that I've already reconciled.  However, the system will not allow this field the be changed since it is reconciled.  I haven't found a way to remove the reconciliation status for the

• Edit Reconciled Transactions

  I realize transaction amounts and certain accounts cannot be edited easily once reconciled, but when I audit my operational transactions quarterly and at the end of the year sometimes I need to change the expense account for a few transactions. To do

• Zoho support Can not send invitation email to portal user

  I try to use Zoho support but have a problem. I don't know why. - When a customer sign up at the portal user they don't receive the invitation email. - When I go to contact manu, choose 1 user and click invite --> they don't receive the invitation email.

• Quick Create needs Client Script support

  As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

• remove()function to remove characters

  Hi there, I'm trying to use the remove function to remove characters from a variable. I have a Lead source that comes in as [Google] or [Facebook] etc. in Flow I need te to remove the square bracket. Tried a function that looks something like this: string

• CRM HAS BEEN SOOO SLOW For Days 05/15/25

  I have fantastic Wifi speed and have zero issues with other websites, apps, or programs. It takes an excruciatingly amount of time to simply load a record, open an email, compose an email, draft a new template, etc. Am I in a subset/region of subscribers

• Sharing files without download option

  Hi Team     We want to share folders and subfolder which has files(doc, .PPT , excel and PDF) in zoho Docs. When we share the directory to a member in the organization or external to the organization There are able to download. How do we prevent users from download. Regards Krishna V.K

• Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

  Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

• Automatic Display the Price from CPQ

  Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.

• Basic Lookup Field Update Function

  Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similar

• Introducing Zoho CRM for Everyone: A reimagined UI, next-gen Ask Zia, timeline view, and more

  Hello Everyone, Your customers may not directly observe your processes or tools, but they can perceive the gaps, missed hand-offs, and frustration that negatively impact their experience. While it is possible to achieve a great customer experience by

• How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

  How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

• Weekly Tips: Schedule Your Emails with Zoho Mail

  As a business, it is recommended to consider the best time to send an email, taking into account the recipient's time-zone or their work hours to have your email on top of their inbox. Sending an email when your recipient is most likely to check their

• Data Source Request : More Zoho Marketing Automation and Zoho Pagesense

  I'm currently trying to replicate the reports shown in ZMA for stats over time for individual forms. The reports exist only in ZMA, but I want to use in wider company presentations and can't find the relevant data in Analytics : Example I also note that

• 　【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

  皆様のお知恵を拝借いたしたくご相談させてください。 【状況】 任意のタブにすでにサブフォームが設定されており、そのサブフォームを含め、既に数千件のデータが存在している。 【実施したいこと】 新たに数式項目をそのサブフォームに追加して、入力済データのレコードも含めて、その数式項目の計算結果を反映させたい。項目の更新で数式項目をサブフォームに追加しただけでは計算されません。 【わかっていること】 任意のタブのサブフォーム外にあとから数式項目を追加した場合、数式項目を追加しただけでは当然数式項目の計算結果は反映されませんが、以下の方法を実施すると数式項目が計算されます。

• Zoho Mail - support email

  Hi I sent an email to support more than 48 hours ago and still have not heard back! What's up? How long am I supposed to wait for a replay? Thanks

• You are forced to store/manage custom functions redundantly | Any solutions?

  Hello there, you are forced to store code (custom functions) redundantly if you want to use the same functionality in multiple departments. I don't understand that you can't define global functions. When I make a change to a function I may have to do

• ME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked

  Ayuda!! Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! Tampoco recibo correos pues cuando me envia rebotan. Ayuda, Me urge enviar unos correo importantes!! Quedo atenta MAGDA HERNANDEZ +5731120888408

• Syntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?

  I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,

• 554 5.1.8 Email Outgoing Blocked.

  Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.

• Why hybrid project management might be the best fit for you?

  Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons

• Associating Multiple Work Orders with a Single Invoice in Zoho FSM

  Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash Kumar

• Page - Gauge - Target Values

  Is there a way to make the Target and Maximum values say a formula or query?  For example, total sales for the month = 109 and I want to make my gauge today's percentage.

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Add Desk Account comments using Flow

  The triggers and actions for Zoho Desk available in Flow are quite extensive, but I don't see anything related to Account-level Comments. There are actions to add comments to Tickets, Contacts, Tasks, and Topics, but nothing for Accounts. Am I missing

• Multiple Organizations w/Books

  Does Zoho One allow for more than 1 organization in Zoho Books? I see my default company says "Zoho One Enterprise"next to it but another company says "Trial". We have one company, but multiple lines of business that we keep separate for various financial

• LOST ALL NOTES AFTER SIGNING IN AGAIN

  I lost all my notes which I prepared from long time after sigingout and signing in again

• ZML Snippet: Auto Refresh Section

  Is there a way that I can set an auto refresh on each of the ZML snippet only and not the entire page? Just wondering..

• ERROR 554 5.1.8 Sender Address Blocked code(554)

  We have an email with Zoho ( comercial@bruiser.com.br), but, when we try associate the account in GMAIL, the server shows this message:  554 5.1.8 Sender Address Blocked code(554) I see this error appear when the limits of returns exceded 10 messages,

• Availability of the Custom Sort Order feature for Windows and Mac platforms??

  Notebook Team, I hope this message finds you well. I am reaching out to inquire about the current status and planned updates for the Custom sort order feature within your application. A year ago, it was mentioned that this feature is supported on iOS,

• Outgoing Email Being Blocked

  Hi, I have an email ID wherein the outgoing mail are being blocked the user get an email which is as follows: ----------------- Dear User, Mail Outgoing blocked. Reason :Mail rate exceeded limit However, we realize that this might have been unintentional.

• Important! ZipRecruiter Sponsored Posting Plan Changes in Zoho Recruit

  Greetings, We’re reaching out to inform you about an important upcoming change to the ZipRecruiter Sponsored job board integration within Zoho Recruit. What’s Changing? Starting June 1, 2025, Zoho Recruit will be updated with ZipRecruiter's latest pricing

• Sending Email With SMTP python

  Hi, I am trying to send email with stmplib python lib.  Code... server = smtplib.SMTP_SSL('smtp.zoho.com', 465) server.login('username','password') server.sendmail('from_mail','to_mail', 'message') server.quit() Log  send: 'ehlo [127.0.1.1]\r\n' reply:

• Ajust quantities in another form based on subform, on form submission

  Hello, I have an Order form with a LineItems subform. The LineItems subform has many lookups that import data from various other forms. I want to deduct the quantity offered in one of those other form, called Offer. In another application I used the following

• Duplicating Forms doesn't duplicate Forms attachment path to workdrive

  Hi, I have this user, who uses one forms and duplicates it when needed and update the content. For him, it's important to have the submission forms saved in a specific folder inside Workdrive (as this PDF is transmitted later to another team). However,

• Delay in delivery of emails

  I'm experiencing random delays for emails sent from Zoho account. Headers show that the message reached mx.zohomail.com almost instantly, followed by a delay of anywhere from 3-15 minutes (and counting). Please confirm whether this is a system-wide

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