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• Recent Topics

• Multiple team members to access one office PC

  Hello, We have a high-performance PC in our office that we use for resource-intensive tasks. All team members need to remotely access this PC from time to time. However, when I enable remote access for myself through Zoho Assist, the PC does not appear

• Zoho Bookings API, timezone is not recognized when passed

  Has something changed? Time zone is being passed through API but it is NOT being recognized. response is not showing time zonetime that was passed through request. This is an URGENT issue as it is preventing bookings! Seems like this is due to a recent

• Widget function call not working – need help

  Hi everyone, I'm building a widget for Zoho CRM and trying to call a Deluge function from it using ZOHO.CRM.FUNCTIONS.execute, but it's not working. Here’s what I did: I created a Standalone function in Deluge. I'm calling it inside ZOHO.embeddedApp.on("PageLoad",

• Formula Module how to convert to percentage

  Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual

• What is the use of the stage environment ?

  Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment

• Can I view a gallery of attachments related to an Account, Contact, or Subscription

  It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.

• View Kanban tasks in "Status" layout for all projects

  Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - only

• Unsubscribe Page

  Where in Zoho Campaigns can I go to customize the design and copy on the unsubscribe page and follow-up "thank you" page? I am not seeing it under Settings.

• Ability to modify what displays in calendar invite?

  I am a long time calendly user and want to make the switch to bookings.  I understand that there is not currently a meets/hangouts integration, is one on the roadmap? Is there anyway I can modify the calendar invite to include the meet link?  I can add it to the emails no problem, but I would also like it to display on their calendar.  Is there some work around I can do to get it on the calendar?  Also am I able to modify the calendar event title?

• Shared Snippets Everyone

  Hi, Now that the Shared Snippets have been released and I think will be the most used feature implemented in 2023 :) Creating and Using Snippets in Ticket Responses - Online Help | Zoho Desk Maintain consistency in ticket responses with shared snippets

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• Bookings page very slow to load

  I recently switched to Zoho bookings from calendly and yesterday I switched back. Zoho Bookings page was taking 7-23 seconds to load. We were losing paid clicks from Google because they had to wait too long. Does anyone have any suggestions?

• Zoho Bookings: How to set a limit for maximum bookings per day?

  Let's say I have 1 hour slots OPEN for an entire day. What if I want all of the OPEN slots to turn OFF if/when I hit a certain number of total bookings for that day? I usually only want a total of 5 appointments to be booked but I'm not sure of the exact

• Workflow Automation Instant Action

  Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For

• Zoho Booking API to update service for Assigned Agent

  Hi there, I have been testing and looking at the Zoho booking API for the Assigned Agent update from Zoho CRM for a long time. There is only a Fetch service request, but no updated Assigned Agent options. Does anyone know how to do that? PS: I can use

• Zoho Accounts and Book Keeping candidate required

  Urgently required data operator who can do following tasks: Purchase Bill Entry Sale Bill Entry Bank Entries Cash Book entries 40-75 entries per days

• Cancellation waiting list - Zoho Bookings

  Is it possible to have a waiting list in case I got a cancellation it can be filled automatically with people on this list? 

• Zoho Bookings Integration with Make.com

  Dear Zoho Bookings Support Team, We are writing to request a new integration between Zoho Bookings and Make.com, a leading automation platform widely used by Zoho users. Current Integration: We acknowledge the existing integration with Zapier, another

• Advanced search for Spam tickets in Zoho Desk

  Currently there is no way to use advanced search in Zoho Desk to find content in tickets marked as spam. Please add this functionality! I believe this should not be the default, but a simple check box "Include Spam Tickets" would be helpful.

• 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

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Different Page Numbering

  I want the page numbers not just 1,2,3... but i,ii,iii,iv,... or even I,II,III,IV.... How can I do this?

• Leads Should Support Business-Centric Structure for B2B Use

  We’re a B2B company that generates leads for other businesses and often engage with multiple contacts within the same company. For years, we’ve struggled with Zoho CRM’s limitation of requiring a Last Name field for leads. For example, if we’re pursuing

• Poor Search Results on Zoho CRM

  The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5

• Currency Data Type Issue

  Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because

• Zoho AI Translate – No Support for Hebrew?

  I want to use Zoho AI Translate, but I see that it does not support Hebrew. Since Zoho supports multiple languages, I was hoping this function would also work with Hebrew. Is there any plan to add Hebrew support in the near future? Or is there an alternative

• How can I mark an account as VIP or similar for special treatment?

  I'd like to create a visual enhancement to mark an account as VIP in a way our agents can't miss it. What is your suggestion? Thanks!

• 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

• Exclude Segment from Campaign Recipients

  I've created two Segments in order to separate Non-Marketing Contacts from Marketing Contacts. I'd like to send an Eblast to all Marketing contacts in my lists, but when I go to select Recipients, I have two options: 1. To Choose Lists to Send to; 2.

• Equivalent domains

  Need a settings feature for adding/modifying/deleting domains that use the same login service. The feature can also suggest some popular sites that use shared credentials to access domains under their control. For example: amazon.com and its local variations like amazon.in. For example: gmail.com and google.com. LastPass has this feature.

• Introducing Keyboard Shortcuts for Zoho CRM

  Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

• Associating Multiple Work Orders with a Single Invoice in Zoho FSM

  Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash Kumar

• Can't verify DKIM key?

  So basically I just wanted to verify the email on my domain so it doesn't showup as spam in other people's inboxes. So I did what Zoho told me to do, it was to verify a DKIM key. I created the key with the address, added the correct information to the TXT file in my domain's DNS settings, tried to verify it and it keeps saying 'Verification failed'. I tried it more then once, I reset the DKIM key, and for some reason it just won't verify. Either it's me being impatient or this thing isn't working.

• Custom view placeholders

  Hi all, On some occasions it would be great to have placeholders setting up a custom view. Example in our case we have a field for a year. We would like to have a placeholder like $.{CurrentYear} that will insert the current year 2025 e.g. Now we have

• Forecast performance analysis

  Last modified on 15/05/2023: Performance analysis in forecasts is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of May 10, 2023, it is rolled out for all Zoho CRM accounts. Find

• Audio/video quality issues with Zoho Meeting – Any roadmap for improvement?

  Hi Zoho Team, We’ve been using Zoho Meeting for both internal and external meetings, and unfortunately, the experience has been consistently poor. The video and audio quality are so unreliable that it often renders meetings ineffective—especially with

• Clone a Module??

  I am giong to repurpose the Vendors module but would like to have a separate but very similar module for another group of contacts called Buyers. I have already repurposed Contacts to Sellers. Is it possible to clone (make a duplicate) module of Vendors

• Deleting Records Older Than 14 Days

  I have a form called vacancies that contains a field "status_date". I need to create a schedule that runs once a week and if the status date is > 14 days it deletes that record.  I would appreciate anyones help.  -Aaron 

• I need open my email in Zoho from oulook account

  Hi Can you help me to solved this First, I’m unable to access my email account via Outlook. Second, when I send any email from my Zoho account, it doesn’t reach Gmail inboxes. Thank you for your support

• USA Military addresses

  When we have a client with a US military address adding them to the CRM, or having them fill in a form is a problem. Zoho Forms and CRM doesn't seem accommodate them correctly. It doesn't make sense for me to have to create a secondary data model for

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