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• CRM Plus Accounts and Products relationships

  Is there a way that an invoice that is paid, would add the products to the account record once it is delivered? I want to find an easy way that products will get added to the account record and assumed this would work. The benefit here would be that I

• "Super Admin Login as Another User" for Zoho One

  Dear Zoho One Team, We would like to request that the "Super Admin Login as Another User" feature be extended to Zoho One, allowing Super Admins to access user accounts across all Zoho One applications. We understand that this functionality is currently

• Workflow for Creator App

  I am new to coding but doing pretty good with internet searching and ChatGPT but I have hit a major roadblock. What I am trying to do is have a sub-form populated with data from a form based on selected variables. I know this is possible because a guy

• Subform dynamic fields on Edit, Load of Main form.

  Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. What

• Find all forms/fields containing a lookup field related to a specific form

  Hi, I'm trying to find all forms and the specific lookup fields they contain that are related to my Contacts form. I need to be able to do this programmatically (I know how to find this information using the schema builder). I've pulled the metadata for

• Introducing the Eventbrite extension for Zoho CRM

  Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, making

• Deactivate Zoho CRM for everyone

  We would like to deactivate Zoho CRM for everyone. How can we do that?

• Can I embed Zoho Project in Zoho CRM Record Detailed View

  Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically added

• COMPLAINT : Sleeping & Useless Support Team. GMail is better then..

  [## 118256452 ##] License upgrade issues: As a reseller, I tried to upgrade 1 license for my customer. It shown error. Raised complaints via Email/Chat/Phone support. Its been more than a week, still keep asking damn questions and comfirmations on once

• Introducing the Reviews sub-module in Zoho Recruit

  Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

• Unable to add a organization with US location

  I have created a Zoho Books trial account and since I am using Zoho People and payroll, Zoho Books has taken my existing credentials and created an Indian entity, but I am not able to add a US entity. How to add a US entity?

• Two-Way Sync Zoho CRM Custom Module with Zoho FSM Company Addresses

  Business fact: Many companies don't just have one location. They have multiple locations (some have many), with addresses we need to know for service, deliveries, etc. We have created a custom "Sites" module in Zoho CRM to store an Account/Company's addresses

• Meet the latest feature of Zoho Sheet: Lock Cells

  We are happy to announce the release of one of the most awaited features in Zoho Sheet. ​You can now lock the cells that you wish to keep ​secure. Once you are done with editing cells, you can lock them so that they won't be modified anymore. We believe that this feature will be a great addition to our existing set of collaboration features and is intended to improve your collaboration experience. You can access this new feature Lock from Data tab. Apart from being able to lock individual cell ranges,

• Error message when creating group

  I get two error messages when creating a group. One says it already exists, but it doesn't not already exist. See screenshots.

• What are the benefits of procurement software in a growing business setup?

  I’ve been exploring tools that can help automate purchasing and vendor-related tasks. I keep hearing about the benefits of procurement software, especially for businesses that are scaling. I want to understand how it helps in streamlining operations,

• 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

• workflow field update will Not triggering another workflow rule

  I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engage

• Critical Feature Gaps Between Zoho Books and Zoho Finance Module in CRM

  We are extensively using Zoho Finance Module in our organization because of The Record Sharing feature provided by CRM something thats not possible in Books, we are able to limit what Sales Orders, Purchase Orders, Estimates an employee can see based

• Disable Refresh, or hold info after refresh.

  Is there a way to hold the info entered in a form if the page refreshes, or to disable refresh of the form.

• changing the Delivery Challan Heading

  Hi We want to change the Delivery Challan Heading as per our requirement. Like Returnable/Non Returnable/Delivery challan. But it is not happening here. is it possible to change advise. Thanks Radha

• ZohoCRM上での接触回数の集計や評価について

  当方toB営業を行う会社なのですが、 顧客ごとの接触手段と接触回数を蓄積してKPIや評価指標としてレポーティングしたいのですが、どのタブでどのような運用をするのが適切でしょうか。 商談タブ、取引先タブ、連絡先タブそれぞれにおいて運用方法を考えましたがイメージが湧かず、ご教授いただければ幸いです。

• 【Zoho Backstage】2025年4月のアップデート紹介

  本投稿は、本社のZoho Desk コミュニティに投稿された以下の記事を翻訳し、一部抜粋したものです。 What's New - April 2025 | Zoho Backstage ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 本投稿では、Zoho Backstage の直近のアップデートを4点抜粋して、ご紹介します。 目次 1.参加者リストのエクスポート 2.予約メールに添付ファイルを追加 3.セッションの詳細を登壇者のメールに追加 4.登録フォームへの日時（Time）項目追加

• Record template - How to format a table

  HI, I have a table in my form. I want to extract that in to my record template as a comma separated list - anyone else tried this? e.g. My Form... row1 value1 row 2 value2 " " My Template: my rows contain: val ue1, value2

• Allow reconciliation for bank acct with no transactions for month

  Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement

• Direct Integration Between Zoho Cliq Meetings and Google Calendar

  Dear Zoho Team, We’d like to submit the following feature request based on our current use case and the challenges we’re facing: 🎯 Feature Request: Enable meetings scheduled in Zoho Cliq to be automatically added to the host's Google Calendar, not just

• error while adding a domain

  I am adding a domain to admin console but they're showing this kind of error! pls help me with this.

• Multiple barcodes and sku aliases

  Hi, It would be great if you could add the following features: Allocating multiple barcodes to a product as sometimes different barcodes are in circulation in a particular market. As well as different barcodes, sometimes, different SKUs are used by different

• Video Interview features

  I tested the video interview feature. It's supported only on desktop version of chrome/firefox. Most of the times, the candidates are available on their cellphone. Need to have this for mobile devices too.

• Different Domain Name Sync AD Password to Zoho Mail

  Hello, may I ask if how to configure or is possible to sync AD password to Zoho mail? Example AD domain name is xaxis.net and zoho mail domain name is yaxis.net.

• Announcing New Features in Trident for macOS (v.1.19.0)

  Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication. Let's take a quick look at them. View and manage .pst files. A .pst (Personal Storage Table) file is an Outlook Data Storage

• Creating Email template that attaches file uploaded in specific field.

  If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates

• User manual as PDF

  Hi, on the User Manual pages (for CRM, Support and other Zoho Apps) is a print button, but mostly the pages contain only links to other pages. So, printing the manual is of no use. Is there any PDF version of the FULL manual? Or any other source where

• Custom Field for Subscription

  Hi, I can't find a way to add a custom field (to contain a license key generated from our software) against a subscription? Is the only place to add this information in the Invoice module (as custom field for invoice)? When a customer views his subscription via the customer portal, there appears no way to display a license key for them? The invoice is not the natural place to store a license key for a particular subscription, so where else can this be stored and displayed?

• Disable fields in multiple subform rows

  Hello everybody! I have an odd one here. I have a subform that collects hours of operation. It contains these fields: Days, Type, Open, and Closed. On load of the form I add 7 rows with Mon - Sun in the Days field. I then disable that field and the add/delete

• Deal Product reference

  Hello All, I'm trying to use Zoho Writer to dynamically create a statement of work document. Our statement of work is heavily dependent on what products are included in the deal. As such, I need to be able to add or remove sections of text depending on

• How to record the Customer Payment received against previous year invoice

  Hi . How to adjust the receipt of this payment in customer account statement received for previous year invoices, which are not there in the statement with us. Because it is showing as prepaid expenses or unearned revenue Advise Thanks radha

• Discripency in inventory adjustment value and FIFO cost lot tracking report report

  In zohobooks, I have added 200 bag of itemA with unit rate is Rs.1408 as opening stock on Apr01/2025, after that i make a inventory adjustment for 100 bag that I transfer to stock in process account, after that I make a purchase bill for the same item

• How do I add todays date to merge field

  I don't see any selection of todays date when creating a letter.  Surely the date option of printing is standard? John

• Zoho FSM API to search Zoho FSM Assets by Asset_Number?

  How can I search or otherwise retrieve an Asset from the Assets module in Zoho FSM using the Asset_Number? The API docs seem to say that the only field that can be searched is the Asset Name. Is this true? https://www.zoho.com/fsm/developer/help/api/search-records.html

• Sync Creator form submissions to WorkDrive folder

  I've made 10 Creator applications, and need to sync my each application's submissions into a WorkDrive folder. I need the form submissions to be PDF file type and sync to a specific folder for documentation purposes. I have tried to use a workflow, but

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