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• Recent Topics

• Deluge needed to see Invited Meetings related list has changed

  Hi, I need to trigger a workflow depending on if/when a Deal's Contact has declined a meeting invite. Theres an Invited Meetings related list in the Contacts module which shows which meetings they have declined/no response/agreed/maybe. So, I need some

• Integration of WhatsApp with Zoho Commerce for Customer Support

  I am looking to integrate WhatsApp Plus into my Zoho Commerce store to enhance customer support and communication. Specifically, I want to know how to set up WhatsApp chat for real-time assistance on product inquiries, order tracking, and post-purchase

• Create custom button that sends an email

  Hello, I have a scenario that I cannot figure out if I can make happen and would like some help. Scenario: We sell via distribution and direct. When a distribution opportunity comes in we send an email to the distributor with details on the opportunity

• Make Tasks universal across all Zoho Applications/Platforms

  I feel it would be good for tasks to be a universal product across all Zoho platforms! Our company currently uses several Zoho products, but it is extremely frustrating that "Tasks" are not universal to all Zoho Platforms.   As an example "Zoho Connect" has tasks but they are not the same as tasks in "Zoho Mail" tasks.  Zoho Mail Tasks is much more user friendly, has more features and uses.  As a company it is frustrating trying to tell users where to assign and use tasks as they would have to login

• Workflow Pass/Failure Report - Showing all passed and failed workflows (all workflows view)

  Hi Team I'm unsure if this already exists but an idea for a view in the usage report to view all ran workflows pass or fail, this would be great to be able to manage all workflows for failures without looking at individual rules especially with numerous

• Excluding specific email address when sharing email across organization

  Hi There. Please could you let us know if there is a way of sharing email across organization but excluding one specific email address (e.g. your private gmail).  Our approach: We thought about excluding gmail domain in general, but this useless as all

• Weekly Tips: Say Goodbye to Email Anxiety Using Undo Send

  It is common to feel uncertain about whether our email draft is polished or if it is the right moment to hit send. Just when we think we have made a decision, we might accidentally send it or suddenly question whether we should revise the content again.

• Different behavior when adding breaks via check-out/in and via regularization

  Hello, I use Manual Mode for breaks and the following settings: I noticed I can see the breaks in detail view, list view and Presence Hours Break-up report if I check-out/in manually during lunch break (which is the behavior I want). Problem: I can't

• Printing Mailing labels

  Is there any way to adjust the size of the printing labels? or product would I use to print labels from Zoho? Thanks, Josef Krieger Moderation Update (14th April 2025): We have another post discussing the same topic with votes and feedback from users.

• Calendly Integration

  Good morning support team, My company is using Zoho as our CRM system however we are introducing a new software called Calendly to be more organized and get better tracking of our events. Is it possible to integrate Calendly appointments or events onto lets say my  or my CEO's Zoho calendar? We've heard from other companies using Zoho and Calendly that there is a way to merge the two so we can see the events on Calendly and then view them on a monthly calendar in Zoho to coincide with our lead generation

• Team work space

  Hello There I am looking at how i can use work space to create a seamless transition between Deals and Onboarding workspace When the deal reach submitted to onboarding the worksspace will be update with the new deal and the onboarding team, legel team

• Prefill record fields from a stateless form

  I have a page with an embedded report and a stateless form. When I create a new record from the report, I want to prefill two fields with data that I have added to the stateless form in the same page. I can see the correct data in the stateless form.

• E-mail Spoofing : Comment l’éviter et protéger votre entreprise

  Vous est-il déjà arrivé de recevoir un e-mail qui semblait légitime — avec le bon logo, un ton familier — mais qui vous a tout de même paru suspect ? Pire encore, un de vos clients vous a-t-il déjà contacté après avoir reçu un e-mail douteux qui semblait

• Are custom portals accessible on the Zoho learn smartphone app?

  In other words, can users external to my organisation, once signed up, use the app in the same way as internal users? Thanks

• Guide on how to hide data based on values in HTML templates.

  I am amazed that I discovered this after couple of hours of trial and error. Not sure why, but it works. *[data-hide="&nbsp;"] { display:none; } *[data-hide="\A0"] { display:none; } <div data-hide="%ItemDescription%" > %ItemDescription% </div> If

• Pivot tables stuck on regenerate

  Quite often, I will regenerate my pivot tables in Creator and they will get 'stuck' on regenerate. i.e. they are not pulling through the entire dataset and the regenerate button is stuck on and out of use. This can go on for days and the only way I can

• Manual sync is disabled in Zoho Analytics

  I've been using Zoho analytics for quite a while. Every time I am adding a new table to my big query data source in Zoho analytics I do several manual syncs until I get everything in place. In the last few days I can not do the manual sync anymore and

• Sales forecasting now detects anomalies in user performance

  Dear Customers, As you're probably aware, we've been continuously adding improvements to the forecasting feature in Zoho CRM, and we're excited to announce the latest one as part of #CRM25Q1: Anomaly detection in forecasting. Forecast reports are a direct

• Removing Submit a Ticket from Knowledge Base

  I am looking to use the knowledge base as a read-only feature. I want to remove the option to submit a ticket. How can I temporarily hide the submit a ticket feature?

• Adding a CRM Account field to a ticket

  I have a created a field in Zoho CRM called support contract, where I specify the level of support an account has purchased. (Colored Picklist) I would like to add that field to a ticket upon creation and selection of the account. I have added a lookup

• HTML - CSS Customization for Customer Portal

  The customer self-service portal within Zoho Support is one of the easiest to set up amongst various available options to businesses today. We've had quite a few customers tell us about it over time, and we've internalized that as an important criterion while building features and enhancements to it. As easy as it is to setup, we've also heard from customers about more customization options we should build. As a result, we've started investing a lot of our efforts in that direction. Today, we're

• emails are not coming in or out

  How do i make space so my emails can work again?

• Report Sales by Customer Location

  Hi, Is there a way to run a report by customer location? I want to be able to see sales by state: Order Number -  Order Date - Customer Name - Customer Ship State  Thank you, Allison

• Cant receive emails

  i don't receive emails from Drata platform! pls help me

• Is there a Windows 10 client email application that allows connecting to Zoho Mail using ActiveSync EAS/EWS?

  I'm currently using Outlook 2021 to connect to Zoho Mail using IMAP, which is fine, but I'd like some of the advantages that Exchange ActiveSync brings. I see Zoho supports EAS for mobile apps without issue, but I'm struggling to find a desktop app that

• How to autorespond for inactive users?

  Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?

• Employee Loan & Deductions

  Hello, How can we enter employee loan to ZB ? and if employee partially pays how can we enter these transactions?

• ETL processes employed by Zoho

  hi, I am an Informatica ETl developer. I would like to know  what are the ETL processes employed by Zoho ?

• ETL process employed by Zoho Reports

  Hi, Can you please tell me what are the ETL processes and technologies employed by Zoho Reports ? Thank you.

• can a custom module in crm be linked to desk ticket

  i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom module 

• Function #21: Email list of unpaid invoices automatically to customers

  Today's custom function aims at streamlining the payment collection process, by compiling the list of unpaid invoices at the end of every week and sending it automatically to your customers at the scheduled time. This approach ensures that your customers

• Using Zoho CRM APIs to transfer data stored on Zoho into MySQL servers on AWS.

  Hi all, at work we have 2 primary places we store data - Zoho CRM, and MySQL servers hosted on Amazon RDS.  I'm wondering if anyone here has had experience moving data from Zoho into MySQL via using the zoho APIs! The reason we're doing this is so we actually centralize our data all in one space, so we can call upon it easily via things like Power BI if we have to. Thanks!

• Can I host a raffle with Zoho?

  Hey everyone! I have an event coming up and i want to host a raffle for the attendees. Is there a way I can get the people who have signed up from the event form (within Zoho forms) and host a competition/raffle/lucky draw to pick a winner?

• Webhooks to send data to amazon aws (rds)

  Is it possible to send data from Zoho Books, using webhooks and events to send data to a amazon aws rds database? Thanks

• Bulk Write APIs: Step 3 returns "FILE_NOT_SUPPORTED" 400 Bad Request

  Hello.  I am trying to upload data to Zoho using the Bulk Write APIs. So far, I've successfully uploaded zipped .csv file and received the file ID. When I try to implement Step 3: Create a bulk write job,  I get 400 response: {     "status": "error",     "code": "FILE_NOT_SUPPORTED",     "message": "File not supported for bulk write",     "details": {} } What I do wrong? Here is the request I send: { "operation" : "insert", "callback" : { "url" : <my callback URL>, "method" : "post" }, "resource"

• Make Every Conversation Count: Personalize Your Chatbot for Human-Like Engagement

  Imagine walking into your favourite coffee shop, and before you even place your order, the waiter asks, "Would you like your usual?" That small gesture makes you feel recognized and valued, strengthening your connection with the place. Now, what if your

• Kaizen 185 - Subqueries in COQL API

  Hello everyone!! Welcome to another Kaizen week, where we discuss developer centric topics every Friday. This week, we have picked an interesting topic to discuss - Subqueries in COQL API. Zoho CRM's CRM Object Query Language (COQL) is a powerful way

• How to fetch data from zoho books into mysql workbench directly not manually?

  I'm stuck with this problem of fetching data rom books to mysql workbench. I've gone across couple of tools but its not working . Please anyone has got any idea please share. Thanks

• Automation of packaging and printing shipping labels

  How can I automate the creation of packages and shipping labels for my orders?

• FILE_NOT_SUPPORTED Error making Bulk Write request

  Hello, I am trying to perform a Bulk Write request to the Leads module of Zoho CRM. I am able to successfully upload a zipped CSV file but I get the following error when I initiate the bulk write job: 400 - {"status":"error","code":"FILE_NOT_SUPPORTED","message":"File

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