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• Recent Topics

• reCAPTCHA

  Is the Bookings form protected by reCAPTCHA, or some mechanism to ensure submission of the appointment request form is made by a human vs. bot?

• Recent enhancements to Bigin's workflows and Associated Products

  Greetings, I hope all of you are doing well! We're happy to announce a few recent enhancements we've made to Bigin. Let's go over each one in detail. Enhancement to workflows Trigger workflows when specific fields are modified to specific values Previously,

• Zoho Survey Goes to Junk Folder

  Hello, My company is wanting to use Zoho Survey to send out a customer satisfaction survey, and we were wondering if Zoho Campaigns allows the emails to not go into their junk folder. We sent out a test email campaign to our team and for some people it went to their inbox and for others it went to their junk folder. Is there a way to eliminate this from happening? Hope to hear from you soon! Thanks!

• Nifty enhancements to Reports in Zoho CRM

  Dear Customers, We hope you’re well! We are here with a line of useful enhancements to Reports in Zoho CRM that are readily available to access. Include or exclude Record ID in the report export Display currency fields in record currency Capture report

• need a formula to return value as shown (zoho sheet)

  Dear folks, What should be the formula in cell B3 to get that output, based on input sheet data.

• need a formula to return value as shown (zoho sheet)

  Hello folks, what should be the formula in B3, to get the value shown based on input sheet ranges. thanks in advance.

• Playground: An exclusive test environment to analyze Field Prediction accuracy

  Hello everyone, We are introducing Playground: an exclusive proactive testing environment for businesses to analyze Zia's prediction accuracy. This allows admins and agents to: Run predictions on actual tickets or specific content for realistic test conditions.

• Attention: Upcoming changes to Zoho Assist support for older windows versions

  At Zoho Assist, our goal is to provide you with secure, reliable, and feature-rich remote support experiences. To maintain this standard, we periodically align our platform with the latest technology and security updates from the broader software ecosystem.

• Send again email with link for signup

  Hello, I have a lot of problem to send contract my email, also missing the features "share link". How can I send again email to client and me wit link for signup a contract? Everytime it's a disaster!

• How do I synchronize a quote to an opportunity?

  Hi everyone, We don't quote anything via Zoho but we use it to track services/products so that I can see what was actually sold, vs an opportunity with just shows an amount.  We use the quotes for other purposes, mostly to request a quote from Salesforce but we don't invoice or do sales orders or anything. (Basically a user makes a quick quote in Zoho, adds items and pricing, and then exports to PDF which gets emailed to our Quote Desk who then enters the request into Salesforce). Just wondering

• Zoho Sprints Android app update: Tags and Epic search

  Hello everyone! We are excited to introduce tags and an option to search items within Epic module on the latest Android version(v2.0.2) of the Zoho Sprints mobile app. Let's take a look at these features: Tags You can now create, edit, and delete tags,

• Zoho CRM Webhooks - Dynamic URL

  Hi Zoho, We've noted a gap in the webhooks function that if improved would increase use cases significantly. The "URL to Notify" field in "Create a Webhook" only supports static information. We have a number of use cases where we could use webhooks more

• Tracking on Zoho Booking

  Hi We want to use Zoho Booking for our appointment management. We're using Calendly as of now that lets us track sources of the appointments made including UTM parameters. Is there a way for us to do same with Zoho Bookings?

• Pre-created Popular Zoho Flows returns with 404 Error

  Your popular Zoho Flows are returning with a 404 page error. This applies to all work flows in your Gallery Space. See video here for further clarification. When will this be fixed? https://drive.google.com/drive/folders/1kDl4ni5EQeLHWeaoIDdtRqoUbW8FNLfO?usp=sharing

• CRM Feature Request

  When enabling Translation in Zoho CRM I would like to see the ability to remove the language "English (US)". I have encountered a user experience issue with a client recently. The client uses English (UK) but they are based in Spain, so they have activated

• Import your Google Docs Spreadsheets into Zoho Sheet

  You can now import your Google spreadsheet into Zoho Sheet. This will be useful if you want to switch to Zoho Sheet or if you want to simply try out Zoho Sheet.  If you don't have an account with Zoho, you can still try this by signing in with your Google account. Here is a video on how to do this.  Note: Existing charts won't appear in spreadsheets you import from Google Docs as the Export functionality of Google Docs doesn't give out the charts. Check out the announcement in our blog: https://blogs.zoho.com/general/import-google-docs-into-zoho-productivity-suite

• Support Mixed Visibility Settings in Knowledge Base Categories

  Hello Zoho Desk Team, We hope you're all doing well. We’d like to submit a feature request regarding visibility settings in the Knowledge Base module. 🎯 Current Limitation As of today, when a category is set to a specific visibility level (e.g., Public),

• Will a campaign send duplicates is same email is on two separate lists

  Hi I have two lists to which I want to send campaign. One list is ALL leads and other is list of opportunities and current students. There is overlap between the two lists My question is if I send one campaign to all, will zoho automatically know only to send the email once to the duplicate email?

• Time Based Report / Dashboard

  We measure our support agent's KPI based on their response time and resolution time from the time the ticket is assigned to them The time based dashboard should provide this information however there is a problem with us referring to this dashboard We

• Zoho Learn API Access?

  We love using Zoho Learn to manage our internal trainings and knowledge base. What we'd really love is to be able to query Learn via API so that in Zoho Projects, Zoho Creator, or Zoho Desk, we can recommend relevant Learn articles and manuals to team

• creating buttons in zoho site

  the connection between zoho site and zoho learn will be awesome and amazing feature so the user instead of registering himself twice just one time register on zoho site will be enough and creating accout on zoho learn instead of registering on zoho learn

• Two Problems with the Description Field

  Our ticket workflow is often like this. Client calls or emails (to a personal email address) reporting a problem. We create a ticket and enter a description. Problems: 1. By my way of thinking when we enter a description, that is an internal comment (unless we mark it public). Yet it seems there is no way to mark it internal, and Desk just starts inserting it into communications. 2. Additionally, in the conversation view it makes it appear it was emailed by the customer and inserts their name on

• Lookup Field limitations

  Good day all, Is anyone else frustrated with the lookup field limitation? I have an enterprise license, but I only get 10 lookups. Additionally, the custom module has been available for a while and is still in diapers. If you want good reporting, you

• Dynamically Sync zoho.adminuserid with Current App Admin

  Hello Zoho Team, We hope you're doing well. We’d like to request an important enhancement to the Deluge sendmail task functionality. As per the current behavior, in most Zoho services (excluding Zoho Cliq, Zoho Connect, Zoho Mail, and Zoho Sheet), the

• "Improper Statement" Error on Deluge Loops (while/for) when Processing a Date Range

  Hello, Zoho Community, I'm facing a very specific issue with a Deluge script and would appreciate any insights from the community. The Goal: I have a form (ausencia_visitadoras) where a user inputs a start date and an end date for a period of absence.

• Automating Daily Lottery Result Publishing with Zoho Creator or Flow – Any Best Practices?

  Hello Zoho Community, I run a results-based informational website in Brazil called CaminhoDaSorte.com, where we publish daily Jogo do Bicho results. Right now, we're doing this process manually every day — but we’re looking to automate the backend using

• issues with manually shipping sales orders - advise needed please

  we are new to zoho inventory. we are going to roll the program out to our company within a couple of weeks and during the implementation process we have come into a roadblock with manually packaging and shipping sales orders. its important to note important

• I do not see the “Lead Forms” option under Integrations

  Hi, I’m using Zoho Social on a Premium plan. I’ve connected LinkedIn Company Page and have a valid LinkedIn Ad Account with Lead Gen Forms. However, I do not see the “Lead Forms” option under Integrations, so I can’t enable LinkedIn Lead Generation. Please

• STOCK function showing #N/A! even thought the Stock symbol is valid

  Zoho Team, I use STOCK function on Zoho Sheet to fetch the recent Last Closing Price. Some stock symbols are valid but when the STOCK function is applied, it shows #N/A! Attaching an image for reference.

• What’s the Correct Integration Flow Between Zoho Inventory, ShipStation, and Multi-Channel Sales Platforms?

  Hi Zoho Community, I’m currently implementing Zoho One to manage all of my business processes, and I’d appreciate some guidance on the correct integration flow for the tools I’m using. Here’s my current setup: Zoho Inventory is my central system for managing

• Beyond Email: #4 Note taking done right with Notes

  With her favorite links now saved in Bookmarks, Sarah is feeling even more at home in Zoho Mail. As her day fills up with meetings and project discussions, she often finds herself scribbling quick ideas and reminders—only to lose track of them later.

• When will Sales Order and Invoice Synchronisation with Zoho CRM be Available?

  When will Sales Orders and Invoices, created in Zoho Books or Inventory be made available in Zoho CRM? John Legg Owner: The Debug Store

• Generate Unique Customer ID for Each for All Contacts

  Generate Unique Customer ID for Each for All Contacts

• Bookings to Books automation using Flow

  I'm using Zoho Flow to automate a process between Bookings and Books. When someone uses Bookings to schedule time with me I use Flow to automatically add the person as a customer in books, then create a Quote in Books for the type of consultation they

• Different Canvas for Different account type

  I would like to have a separate canvas for Customers and Resellers that auto-applies when I enter an ACCOUNT. Is this do-able?

• IMAP sync issues in Zoho CRM

  We are using the Zoho CRM for a while, and we sync (via IMAP) our Google Apps email system. The sync works properly when looking at emails per account, contact or deal, etc. However, it does not function well in the "Messages" and "SalesSigns" features.

• Reporting tags for custom modules

  Hi, it could be very useful. At field level and at sub table level. Thanks, Eduardo

• Can't pass Dates and use date filtered Charts in Pages?

  I don't mess with pages very much, but I'm trying to build a dashboard. I have a search element and several charts that need to be filtered. I also have a stateless form for a start/end date picker I am trying to use to filter data for the charts. Here

• ZOHO FSM Trial - Assets

  Hi I am currently using Zoho CRM and looking at adding FSM. I am trialing FSM at the moment, to potentially move away from my current programme (SimPro) but have a query on the Asset system within FSM It looks like you can only create 1 asset "type";

• Sending Email with Attachment (PDF, Excel file)

  Hi, I'm new to Zoho CRM and I'm setting up a flow to send an Email with Attachment when user reaching a certain stage of a Deal. In detail, I've created a Blueprint which requires user to attach a PDF file when reaching a certain point of the stage and

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