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• Recent Topics

• Change rate after xxxx kilometers

  Is there a way to change the miileage rate after a certain mileage. After 5000 kilometers, we want the rate to automaticly change. Thank !

• Add a Calender view in Zoho CRM

  I would like to ask if it's possible to add a calendar view to a custom module in Zoho CRM. Is this feature planned for future development? It would be extremely helpful for us. I’d like to allow my users to view the data visually in a calendar layout,

• Make the edit fields hover in Canvas View look the same as the Detail Page

  The edit field UI in the Canvas View is not consistent with the standard detail page UI. For some modules we have Canvas views, for some we don't. We don't want it to look differently. We want it to look like one system.

• Error when using fetchById in Client Script

  When using client script when creating page (onLoad), I suddenly getting error "Cannot read properties of undefined (reading 'Accounts')" when using: var account_details = ZDK.Apps.CRM.Accounts.fetchById(account_id); I'm getting this error whenever trying

• Validating an order by a superior

  Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments

• iOS App Version 3.0 - Customer list gone?

  Not sure when this changed, but I seem to have been updated to 3.0 for the phone app (on iOS). I'm pretty sure that I used to have a Customers button that allowed me, for example, to see what appointments a customer has. Has this disappeared or am I just

• Can't Find or Use Saved Replies in Inbox Module

  I'm an Admin user on Zoho Social, and I've created a few saved replies under Inbox Preferences > Saved Replies. However, when I go to the Inbox module to respond to a message, I don't see any option to insert or use saved replies. I've checked that: I'm

• Episode II: Begin Your Automation Journey in Zoho Desk with Deluge

  To travel to another country, you need a passport. But that's not enough, you also need a visa, flight tickets, and, most importantly, a mode of transportation. Without these, your journey cannot begin. Similarly, custom functions in Zoho Desk are essential

• How can I capture the Cliq channel name from Deluge Script?

  I am working on a chat automation with a third party tool called Make.com. Using a webhook I am relaying information from the Bot I have created in Zoho Cliq to Make.com Webhook. I am using the Mention Handler of the bot in Cliq to relay information like

• 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

• Backstage Roadmap to Most Requested Features

  Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions

• How to know number of days between Deal Stages?

  Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?

• How To Change Open Activities View in Canvas?

  Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What

• Queries in Custom Related Lists

  Hello everyone, We hope you’re having a great day! A while ago, we introduced Queries in Zoho CRM to help you dynamically fetch data from CRM modules or even external sources—right within your CRM interface. Many of you have already used Queries with

• 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

• Mass emails - Allow preview of which emails will receive the email based on the criteria

  Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

• Customers not receiving emails

  So, a little backstory, we have been using Zoho Forms for the past eight years. And when we initially started, we would have email notifications be sent from inside Zoho Forms after a submission. We recently started using Zoho CRM as we wanted a better

• Sum Total of various fields in child module and add value to parent module field

  Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

• Automate your status with Cliq Schedulers

  Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

• 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

• Generate Unique Customer ID for Each for All Contacts

  Generate Unique Customer ID for Each for All Contacts

• Mails to Deals

  Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is very

• 　【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。

• ICICI Bank integration

  Why the ICICI bank integration has been disabled? We opened the ICICI bank account only for integraton with Zoho. It is taking lot of time to do manual payments using file upload method. When will be the new ICICI bank integration enabled in India?

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Add Direct Ticket Link to Zoho Help Center Portal in Email Replies

  Hi Zoho Support Team, We hope you're doing well. We’d like to request a small but valuable improvement to enhance the usability of the Zoho Help Center portal (https://help.zoho.com/portal/en/myarea). Currently, when someone from Zoho replies to a support

• Task reminder with custom function

  Hello! I am trying to create a custom function to add a task. With you guys helping, I could create a function but I could not set the reminder. Anyone knows how to add a reminder?  Thank you for your tips!

• Google Drive

  How to add more modules in google drive as I don't want Zoho space? TIA

• View Expenses in Zoho Books Without Approval or Reports in Zoho Expense

  Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t

• One notebook is on my Android phone app, but not on Web or PC app.

  This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only

• Cant receive emails

  Hi, I just created an account and went through all steps. Everything has been set up from my end, but Ive sent a test mail to the newly created email address, but it never arrived. Can somebody please help me? Thanks!

• 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

• Workdrive connection in Zoho CRM not working

  Hi, in https://crm.zoho.com.au/crm/orgXXXXXX/settings/connections i have set up the connection for WorkDrive which is pretty much setting up the name and the scopes. But I get "WorkDrive API test response: {"errors":[{"id":"F7003","title":"Invalid OAuth

• 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

• Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

  I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

• Zoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting

  void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))

• What's New in Zoho Inventory | January - March 2025

  Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for

• Learning how to customize templates via code and best practices

  Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

• Inquiry: Integrating In-house Chatbot with Zoho Desk for Live Agent Support

  Hi Team, We are exploring the possibility of integrating our existing in-house chatbot with Zoho Desk to provide seamless escalation to live agents. Our requirement is as follows: within our chatbot interface, we want to offer users a "Talk to Agent"

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

  The link below is the IP address for Analytics, do you have CRM's? https://help.zoho.com/portal/ja/kb/analytics/users-guide/import-connect-to-database/cloud-database/articles/zoho-analytics%E3%81%AEip%E3%82%A2%E3%83%89%E3%83%AC%E3%82%B9 I would like to

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