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• Kaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs

  Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select

• Zoho CRM upload files error

  Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?

• Mise à jour de Zoho Books – France

  Chers clients, Merci pour votre patience et votre soutien continu. Avec les évolutions réglementaires à venir en France nous introduisons de nouvelles fonctionnalités dans Zoho Books pour les clients français. Ces mises à jour ont été conçues pour répondre

• Please Make Zoho CRM Cadences Flexible: Allow Inserting and Reordering Follow-Up Steps

  Sales processes are not static. We test, learn, and adapt as customers respond differently than expected. Right now, Zoho Cadences do not support inserting a new step between existing follow-ups or changing the type of an existing primary step. If I realize

• WhatsApp Calling Integration via Zoho Desk

  Dear Zoho Desk Team, I would like to request a feature that allows users to call WhatsApp numbers directly via Zoho Desk. This integration would enable sending and receiving calls to and from WhatsApp numbers over the internet, without the need for traditional

• Introducing Custom Columns in Forecasts in Zoho CRM

  Hello all, Forecasts in Zoho CRM help sales representatives, managers, and business stakeholders evaluate performance and plan future sales activities. While standard metrics such as Target, Achieved Amount, and Pipeline Amount provide a baseline view,

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks

  Let's bring Manufacturing Resource Planning (MRP), Material Requirement Planning (MRP), and Production Planning/Management module / feature in Zohobooks

• Will I see emails sent via campaigns in CRM?

  It would be useful for people to be able to see emails sent via campagins in Zoho CRM is that possible?

• Zoho ZUGs Meetups 2026 en España: Descubriendo nuevas posibilidades con Zoho

  ¡Hola, Español Zoho Community! Hemos celebrado una nueva edición de los Zoho User Groups (ZUGs) en España (Madrid, Barcelona & Valencia), una excelente oportunidad para reunirnos, formarnos y descubrir nuevas formas de sacar más partido a nuestras herramientas

• What is MCP and How Does It Connect to Zoho Invoice?

  If you've ever wished you could just tell your invoicing software what to do, without clicking through menus, pulling up reports manually, or switching tabs every five minutes, that's exactly what the Zoho MCP server is built for. MCP stands for Model

• DYK 7 - Set dependency from Gantt and List view

  Did you know task dependencies in Zoho Projects can be managed across different task views? In a project, multiple teams work together towards the same goal but team members prefer accessing data with different perspectives depending on their responsibilities.

• Goods In Transit

  Hi I was wondering if anyone had any tips or work-around to show goods in transit as a liability? We raise a PO with our supplier in China and when the goods are shipped and are invoiced, hence they are a liability of the business. However I can't convert

• Accounts Payable and receivable

  I'm currently creating my accounts and noticed that I cannot create any more accounts payable or receivable. Is there any way to create more of this accounts and associate them to the default one available?

• How to display Pick List values with vertical separation in Canvas

  I have a Multi-Select Pick List whose values I would like displayed vertically. So far, I have only been able to figure out how to adjust the width and other sizing of the field itself or even how to wrap the values to the next line below. I am trying

• Ability to Use Both AND and OR When Creating Rules (Advanced Conditions)

  I'd like to be able to use more complicated logic when setting up rules. E.g. in Zoho Mail, I can choose "Advanced conditions (AND/OR) to create a rule that can be applied to multiple subject lines from the same sender. But in Zoho TeamInbox, I will have

• Introducing a knowledge management and training software in Zoho Projects Plus

  Keeping your workforce updated on emerging technology trends is essential to stay on top of the game. While project management software focuses on planning, execution, and project tracking, incorporating a learning management solution within project management

• Problem with UTM Parameters: Zoho Forms - Zoho Desk Integration

  Hi Zoho Support Team, I want to automatically capture UTM Parameters from my website URLs and pass it from Zoho Forms into Zoho Desk. I have activated the UTM tracking feature. I've integrated the UTM Tracking code in my website footer on all pages. I've

• #13 Fix Mistakes Without Breaking Your Records

  A customer purchases 100 custom-printed invitations for an upcoming event. A few days after delivery, they call to say that some invitations were damaged and others need to be reprinted. They request a return. The customer isn't asking for a completely

• Zoho Directory : transformez vos données d’identité en décisions de sécurité

  Que sont les rapports d’identité dans Zoho Directory et pourquoi sont-ils importants? À mesure que les organisations se développent, la gestion des identités devient plus complexe. Les informations existent, mais elles sont souvent réparties entre plusieurs

• How to use Zoho Billing info in a workflow

  We have Zoho Billing and CRM sync'd and the Billing info appears as expected for each Account in Zoho CRM, including subscription status, plan type etc. But how can we use this in a workflow? Thanks Dylan

• Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)

  Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something

• Auto-approval for shared key access not working for new users

  Hello, I'm an admin of a Zoho Vault organization (34 active users, ZOHO identity provider). I have the "Auto-approval for shared key access" setting enabled in Settings → Fine-Grained Controls → Global, but it does not work as expected. The problem: When

• Zoho Analytics UI Bug

  Hello, all, The Aggregate Formulas in Zoho Analytics' list of fields have a 3-dot menu: If the formula has a long name, the name is not fully visible in the list, and a 3-dot menu is not accessible from it: This is not convenient, especially when the

• Canvases Auto-Skewing/Adding Scroll Bars When They Were Not There Prior

  Is anyone else noticing rendering issues in their canvases today? It seems to be mainly icons which now have scroll bars added which makes them all look off, though some fields seemed to revert to squished length as well. Were the icons replaced with

• Marketing Tip #37: Reduce purchase doubts with better product images

  When customers shop online, they cannot pick up, turn around, or inspect a product in person. That is why your product images need to do more of the selling. Two simple upgrades can make a big difference: Use zoom-friendly images so customers can look

• Zia Agent built in ChatKit UI does not render markdown

  Hi, You have a major shortcoming in the Zia Agent UI. The test UI that is embedded in agents.zoho.com allows you to test the agent has full support for rendering markdown, but your ChatKit UI does not have support for rendering markdown. If I embed it

• Add spaces to input format

  In Zoho Inovices, I am trying to do a custom input format for a custom field. I have tried a few variations, but this is my most recent: ^[a-z][A-Z][0-9][,][-][_][:][ ]$ In this field, I will be entering different alphanumeric information, depending on

• GLM 5 not available

  Hello, I am trying to setup a Zia Agent using agents.zoho.com. The settings says that GLM5 is among the list of free zoho hosted models available. However, when I try to setup an agent and pick a model from the list only GLM 4.7 Flash is available. How

• Supervisor Rules --> Custom Function

  Hello, currently I can't add a custom function to a supervise rule. Is there a reason for this? Background: We have BluePrint managed tickets and actually we have a Supervise rule which should set the ticket to "closed" after 168 hours since the last

• Vault Chrome Extension Asks for Master Password every single time

  Is this supposed to be a feature, or is this a bug?  My assumption is that it's a bug, because every time I click on the Extension, there is a red exclamation mark/notification on the Zoho Vault extension.  Is the idea with the Extension that I have to

• What's New in Zoho Inventory | April & May 2026

  Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automated

• Permission Denied for Worklogs URL

  We're attempting to pull worklogs data from service desk plus and when using the below URL we are met with a message stating we do not have permission. https://sdpondemand.manageengine.com/api/v3/requests/xxxxxx/worklogs/ We used SDPOnDemand.requests.ALL

• Anyone in Australia using Zoho Books AND has their account with NAB?

  Hi I have an account with both NAB and Suncorp. Suncorp transaction come in the next day however NAB transactions take 4-5 business days to appear. eg: A deposit made today in my Suncorp will be imported into Zoho tomorrow. A deposit made today to the NAB account will be imported maybe Saturday (Friday overnight). I have contacted both Zoho and NAB but noone seems to know why. I was just wondering if anyone else in Australia uses NAB and has this issue (or doesn't) maybe we could compare notes and

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• #12 Never Leave a Billable Hour Behind

  A client approves a website redesign project. The estimated effort? 40 hours. The project is going well. A few additional review meetings are scheduled. Several rounds of content changes are requested. A few "quick fixes" get added along the way. The

• Close task on Completion Date entry

  This discussion is similar to my issue: "backdated-task-completion-date" discussion Scenario: A bunch of tasks have been completed. But, they have not been closed. Time goes by You finally get around to closing those tasks Projects assigns the date the

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• Records from ATE 29: Knowledge Base, Community, and AI for smarter user education

  Hi Everyone, "Ask the Experts 29" was an engaging session, where we explored how to utilize the Knowledge Base for customers and internal teams, as well as emphasizing the importance of our Community. This post highlights the questions and use cases discussed,

• Kaizen #246 - Incoming Lead Email Intent Detection using Zia Assistant API in Zoho CRM

  Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how Zia detects positive intent from incoming emails in the Leads module using the Zia Assistant API along with Workflow Rules and Custom Functions in Zoho CRM. Use Case Problem

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