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• Recent Topics

• Send Whatsapp with API including custom placeholders

  Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

• Can't get form response to populate custom PDF template

  I've created a template and set it to default but can't figure out how to get the response to populate that template. It keeps giving me the default summary.

• Zoho Sheets not compatible with Excel/Google Sheets

  In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to

• Zoho One not working

  I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)

• If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

  Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

• Add Ability to Designate Decision Branches as "Error Branches"

  Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be

• Explication sur comment mettre en place des règles d'affichage ou "layout Rules"

  J'ai passé plus d'une heure hier avec le support et je n'ai rien compris !! Je suis lecteur assidu des guides (je "RTFM") qui ne sont absolument pas orienté "client" chez Zoho, et je tiens à le rappeler ici . Dans la documentation on m'indique un cas

• Visitors sending message via Whatsapp are not saving on contacts

  Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

• ChatGPT only summarize in English

  Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

• Multiple Facebook Pages under Single Brand

  Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

• Brand with multiple facebooks pages

  HI, We are a small publisher that has different FaceBook pages for each of our product lines. All are within the same FB account.   Is it possible to add all of these pages to our one brand in zoho social so I orchestrate the posts between the different products?    Cheers, Joe

• Connect multiple Facebook ad accounts to Zoho Social

  Hi there. I'm doing the Facebook Ads and Zoho Social integration to automate the leads that come from Potential Customer campaigns on Facebook to Zoho CRM. I have a company (1 fanpage, 1 brand), but within the business or brand on Facebook, I manage several

• How do I connect Sales IQ to Shopify

  How do I connect Sales IQ to Shopify.    

• DORA compliance

  For DORA (Digital Operational Resilience Act) compliance, I’ll want to check if Zoho provides specific features or policies aligned with DORA requirements, particularly for managing ICT risk, incident reporting, and ensuring operational resilience in

• Free user licenses across all Portal user types

  Greetings everyone, We're here with some exciting and extensive changes to the availability of free user licenses in CRM Portals. This update provides users with access to all Portal user types for free to help them diversify their user licenses and explore

• Stock Count - Does it really work?

  We have been trying to use the new Zoho Inventory stock count feature. It seems great at first glance.. ..but what we can't get our heads around is if a count doesn't match you can't simply set up a recount of those that are unmatched, which just seems

• Create Ticket from Chat with Rest API

  Hi to everyone, is possible to create a ticket from Chat with Rest API? In user interface is possible by clicking on the button "Convert chat as a ticket". Anyone know how to do that? Thanks

• How to send binary data in invokeurl task?

  Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the

• Address Grabber function for Zoho

  I converted from ACT to Zoho. With ACT, I used an add-on called AddressGrabber to scrape the contact information from leads that I buy and contact information contained on emails and websites and directly add it as a new lead or contact. Does anyone know

• Add blueprint buttons to listview and kanban

  Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

• Zoho CRM search not working

  The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.

• How Can I Customize Sales Reports in Zoho CRM to Better Track Our Sales Team's Performance?

  Hello everyone, I'm new to using Zoho CRM and need some help with customizing our sales reports. We want to track our sales team's performance more effectively and visualize trends that can inform our strategy. What specific customizations or features

• Marketing Automation : Adding to existing Lead Score

  I want to be able to add a score to an existing ZMA lead however I can't find the field in the "Fetch Lead" action that contains the existing score. There is an action for Add lead score, but that's not clear if it overwrites the existing value or adds

• Items should display under specific warehouse

  I have configured the multi warehouse but it show all the items under all warehouse which is not correct according to our business logic, so i want that items should only display under that specific warehouse not under all the warehouses not even with zero quantity. Some items should be common but not all so is there any option for that purpose so i can specific the items to its warehouse. Regards

• Package Dimensions

  Packages need to have dimensions that are sent to carriers in addition to just the weight. Without the package dimensions being transmitted to carriers, the correct dimensional weight is not calculated for the label price, which results in corrections

• Theft Prevention Sensor Integration in Zoho Inventory

  Is there a way to integrate a theft prevention sensor with Zoho Inventory, so items cannot leave the store unless they've been scanned at checkout? Any insights or existing solutions would be greatly appreciated.

• Zoho Workplace gets yet another security boost: The addition of Zoho Vault

  Hello Community, Passwords are often the first line of defense, yet they're also one of the most common weak points. We're thrilled to announce that Zoho Vault is now integrated with Zoho Workplace! Zoho Vault Standard is now included at no extra cost

• Where is the customization and extendibility of zoho inventory?

  After delving into zoho one subscription to test out systems we need for our business, I'm really disappointed after working in Zoho Inventory. Its features and customizability are extremely lacking compared to the other tools like CRM. In our case we

• Deleted message in SPAM

  In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

• "notes"-field in a task to full width?

  Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.

• How to download Job Sheets in Zoho FSM?

  Hello, I'd like to download copies of completed job sheets as PDF's for upload to a workdrive to keep an audit record of completed Job checkout sheets. I do not see download of this file type as an option - any help is appreciated!

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• JOB Sheet can not send PDF as service rapports and more info needed other topic

  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

• 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

• [Webinar] Zoho Writer for law firms and legal professionals

  Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically

• Introducing Bin Locations In Zoho Inventory

  Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature

• How to send mail with js SDK

  Hell o I'm using https://live.zwidgets.com/js-sdk/1.2/ZohoEmbededAppSDK.min.js, for my widget in CRM (built with sigma) Is it possible to send email from js file, I try ti use that ZOHO.CRM.API.sendMail({ "Entity": "Accounts", "RecordID": sharedVariableEntityId,

• Cannot add Zoho Forms link to LinkedIn

  Hello, We have encountered a problem where we are unable to share a Zoho Forms link on LinkedIn. This is what we got from LinkedIN, but we have not heard back from Zoho Support as yet, and we are meanwhile stuck... "It seems the URL does not scrape the

• In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components

  Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales

• Feature request - pin or flag note

  Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

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