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• Zoho CRM record in blueprint unable to initiate any form of approval process

  My business case As a penetration testing company, we have engagements that need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory documents sent” to “testing in progress” to “report delivered”. On this path, a particular

• Edit Project Number?

  Hi all: We just signed up for a trial of zoho one, which includes ZoHo Projects. We've noticed there was a 'dummy project' preloaded in projects to help familiarize yourself with the software. We've created a couple of our own projects now but noticed since the dummy project was preloaded, our projects start with number 2 then 3, sequentially. Since it seems we will be keeping zoho past the trial, If we delete the dummy project, how do we get our own projects renumbered, beginning with 1? We'd like

• Tip of the Week #57– Reply faster with saved response templates!

  Ever find yourself typing out the same email reply over and over again? It's time consuming and eats productive work hours. With shared response templates, you and your team can create pre-composed messages to quickly respond to common queries — saving

• Connect MySQL database to Zoho sites

  Hi! Is there a way to connect a MySql database with Zoho sites. So the user input are stored in and dinamic data is fetched from the database? Regards, Mihály

• What’s new in Zoho RPA: Cross-platform automation, OCR, and more!

  Zoho RPA is now included in Zoho One Zoho RPA is now part of the Zoho One suite, bringing unified automation to your entire business ecosystem. You can now automate UI-based tasks across Zoho apps and third-party systems too. From processing sales orders

• New in CPQ: Create dynamic actions in Product Configurator (PC), clone PCs and Price Rules (PRs)

  Configuring product combinations just got enhanced. Zoho CRM's CPQ system now supports dynamic actions based on multiple base products. Additionally, you can now clone configurations for both Product Configurator (PC) and price rules (PRs). Dynamic actions

• Beyond Email: #2 Connect better with Contacts

  After successfully creating a 'Welcome & Setup' event using the Calendar, Sarah is eager to invite her team members to participate. For a smoother communication experience and easy access, Sarah wants to store their information, ensuring quick reference

• Integrate MS Teams with Zoho CRM for faster collaboration

  Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,

• What is New in CRM Functions?

  What is New in CRM Functions? Hello everyone! We're delighted to share that Functions in Zoho CRM have had a few upgrades that would happen in phases. Phase 1 An all new built-in editor for better user experience and ease of use. ETA: In a couple of days.

• Subforms and Reports

  I am trying to do a report that shows various data from subforms. eg I want a report that shows what Bill Status are Approved Required. Or show the status of all bills. It doesn't look like Zoho Reports picks up information within reports. Is there another

• Pass variables to Zoho Desk via URL to create a fast new ticket landing page

  We are integrating our phone system into Zoho Desk. Currently when a helpdesk agent answers the phone, a soft client opens a new tab with zoho desk at the new case page. https://desk.zoho.com/support/companyname/ShowHomePage.do#Cases/new We would like

• 【Zoho CRM】アナリティクス機能のアップデート：ウォーターフォールの導入

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からアナリティクス機能のアップデートをご紹介します。 本記事は、以前紹介された機能に新たに追加された機能です。 以前の記事：https://support.zoho.co.jp/portal/ja/kb/articles/zoho-crm-visualize-your-data-with-a-new-set-of-charts-treemap-butterfly-sankey-and-cluster-charts

• [Free Webinar] Learning Table Series - Creator for the Finance Industry

  Hello Everyone! The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience by demonstrating how Creator can be used as a solution for various

• Webhook - Configuration failed: 200 response not received for POST request

  Hello, I am trying to set up a webhook to connect with an automation software but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the

• Automated Shopify adjustment problem. "An inventory adjustment has been created by the system to set the initial stock from Shopify"

  Has anyone noticed issues since the Shopify Sync has been updated recently? If you sync with Shopify, check to see if there are automated adjustments for old products that keep recurring. We have this problem for 6 SKU's that Zoho is doubling the stock

• Best website platform to sync to Zoho Inventory

  Anyone like to suggest the best website platform for syncing to Zoho Inventory? We DO NOT want to sync stock, only orders. Shopify - not an option as we have more than one website and Shopify requires 2 accounts and Zoho will not sync with 2 different accounts. Magento and WooCommerce both sync via Kloudconnectors - does anyone have any experience with this? I have trialled it and there are flaws - eg purchase order numbers are not populated. Discussion welcome!

• Include product images in data sync between Zoho CRM and Zoho Inventory

  Currently the item image does not sync between Zoho CRM and Zoho Inventory when using the internal Zoho sync functionality. This requires users to manually update the item image in Zoho Inventory for products created in CRM and vice versa. Including the

• Show ordered quantity on packing slips and invoices

  Hello Is there any way possible to show the original ordered quantity of an item (as recorded in the sales order) on subsequent package slips and sales invoices, so that these documents can show the customer the ordered qty vs the qty being currently

• Search Zoho Inventory Items module via API

  How can I search Zoho Inventory Items by custom fields, categories, etc using the API? This is not documented. Is there an advanced search function like CRM's COQL search available via the Zoho API? If there is an undocumented way to search Items via

• How can I get my images to display correctly on mobile site?

  I have just created a site and uploaded images, which look perfect on the desktop version. However when I view the site on my mobile device some of the images are not displaying correctly. They are all blurry. Anyone else experience this?

• Does Creator support HTMX?

  I love the Zoho ecosystem and Zoho Creator does a lot of things really well. However, I'm needing more real-time interactivity in my forms. Is the only option to create a JS widget? How about HTMX?

• My fix for "This report is not accessible" in published pages

  Hi Community, after having the same issue as many others here and going through the community's posts, i found a solution on my own. Again, the quality of support from Zoho is pretty awful: if you cannot help yourself, you're lost. I really like Zoho,

• Tip of the Week #59– Enhance team collaboration with multichannel shared inboxes!

  Struggling with scattered customer conversations and missed follow-ups across your team? When messages are everywhere, it's easy for them to fall through the cracks—leading to delays, duplicate replies, and miscommunication among team members. Zoho TeamInbox

• Subforms in stateless forms

  I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically

• Delete standard e-mailtemplate

  Hello, Is it possible to delete or hide a standard e-mailtemplate? I would only like to show my own created e-mailtemplates to my staff. I only find a 'delete' option at my custom made e-mailtemplates, but the standard e-mailtemplates do not show this

• Add values to Countdown Mode

  Is it possible to add values to the countdown mode drop down? The longest is 2 days. I would like values for 5 days, 10 days, 15 days...

• RSS feed from a Zoho site blog?

  Does the Zoho Site blog have an RSS feed associated with it? I would like to have this picked up on a business Facebook page. thanks

• Refresh token not appearing

  Hello, I was wondering if there is another way of obtaining a refresh token, as following the usual 60-second-code procedure generates a new access token, but not the refresh token, and so i have to repeat everything to get a new token every hour or so,

• How would I collect a signature in person on Zoho sign?

  Suppose I have a customer show up at my office and we close a deal. I have an iPad ready to go, and I need to have the customer sign the document right there. How would I do it?

• What's New in Zoho Analytics - June 2025

  Hello Users, We're delighted to bring you new features and enhancements designed to make your analytics experience smarter and more powerful than ever. AutoML Enhancements We’re thrilled to introduce powerful new AutoML enhancements, making machine learning

• CRM Client scripts via extension?

  I've made a lot of industry specific customization to zoho CRM, using custom modules, workflows/automations, deluge scripts, api calls, and client scripting. I have had organic interest explaining what i've done to other small business owners in my industry.

• How to import data via Excel for a multi-select lookup field?

  In the Accounts module, I have a multi-select lookup field to the Contacts module. When I import Accounts data via Excel, I want to enter the contact email address (which is used as the identifier) under the column name for the multi-select lookup field.

• Need better way to tie Undeposited Funds to Invoice Payments to make it easy to reconcile Undeposited Funds account

  Hello, Request to have Zoho create tighter integration between Undeposited Funds and Invoice Payments.  Currently reconciling the undeposited funds account is a fairly tedious process for us.  Since the deposits and payments are just thrown into a "bucket"

• Customized folder permissions in web Zoho WorkDrive won't apply to Sync

  Hi, within the 'Deals' macro-folder I created a folder for each Sales person (att. 1). Within each Sales person's folder a subfolder is automatically generated via function every time a new deal record is created in Zoho CRM, i.e. 1 deal record = 1 deal

• What happens after trial period

  Dear Support, We are planning to use ZOHO CRM for our organization. We are now registered for a 15 days trial version. I would like to know what happens with our account and our data after these 15 days. Will it automatically change into a 'free' account

• Forte's Extra Costs

  Hello everyone in the Zoho community, I wanted to share some information about Forte in case anyone wanted to look into them as a processor.  I currently use Stripe, but wanted to use Forte's ACH to pay vendors and take ACH payments for our products.  This is one of the only ACH processors that Zoho accepts. They state their cost is $25/month plus their transaction fees for ACH.  However, after signing up and going through their approval process, I found this out they work with a PCI compliance service

• SEPA stripe vs gocardless

  Hi, we want to use Zoho Books - but as we are a company that is based in Germany we are using SEPA mandates. I know that its possible to use GoCardless - but the fees are extremly high (15 EUR fee for a 5000 EUR transaction). Is there any other way to

• Zoho Commerce - Zoho Shop (Multilanguage)

  hi there we have a shop in zoho commerce, can I change the language in the shop, i mean, can I create a German and a French version, as an instance or something? If yes, how it works? thanks for your answers greetings prisca

• French Tutorials

  Is there any Zoho projects tutorials, ebook, video or else in french? If so, where can I fin it please? Thx

• My zoho mail has been disabled and cannot send email

  I’m the super admin for my company’s email accounts, but my own email address has been unexpectedly locked. I’m seeing the following error message: Could you please assist in unlocking my account so I can resume sending emails?

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