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• Recent Topics

• Conversion Rate – Won Deals over Assigned Prospects

  Hello, I would like assistance configuring a KPI in Zoho Analytics titled: Objective of the calculation: Number of Won Deals divided by Total number of assigned prospects (not only converted prospects). Important clarification: The denominator must include

• emailing estimates

  Shows up in the customer mail logs as sent but nobody is receiving them, even when I send them to myself I don't get them ??? Something wrong with the mail server or my end ?

• Not receiving New Ticket Emails

  Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the

• Can't update a field on a parent form from a child form's On Success workflow

  Title: Can't update a field on a parent form from a child form's On Success workflow Hi everyone, I'm building a simple Golf Lesson Tracker app and I'm stuck on what should be a basic operation — updating a number field on a parent form when a child form

• Approvals in Zoho Creator

  Hi, This is Surya, in one of  my creator application I have a form called job posting, and I created an approval process for that form. When a user submits that form the record directly adding to that form's report, even it is in the review for approval.

• Upload from Zoho Creator File Upload field to OpenAI Vector Store

  I’ve struggled for quite a while to get this working properly. For a long time we relied on Azure Functions as a workaround to handle file transfers between Zoho Creator and OpenAI Vector Stores. It worked, but added unnecessary infrastructure and complexity.

• Allow Admin to Configure Report > More Options Button

  As an Admin, I want to configure the options of the Report > More Options button to improve UX and reduce Developer overhead. See attached screenshot. Original question posted here: https://help.zoho.com/portal/en/community/topic/modify-standard-rep

• Calendar start time limit

  Hi all, Has anyone found a magical way to filter calendar reports to start from, let's say 8:00, and not 0:00? Or at least to auto scroll there like Google Calendar for example?

• Enable Free External Collaboration on Notecards in Zoho Notebook

  Hi Zoho Notebook Team, I would like to suggest a feature enhancement regarding external collaboration in Zoho Notebook. Currently, we can share notes with external users, and they are able to view the content without any issue. However, when these external

• EU Problem

  Hi all, we've been facing issues with the Europe data center for two days. It's starting to disrupt our daily workflow. Any word on when this will be resolved?

• Remove Profiles from "Forecast" Module

  How can I remove Profiles from My forecast Module? Image Below The only revenue generators are the VP's, and the Estimation Managers, and the Estimators subordinate to the Est. Managers. How can I remove the unused Profiles? Its frustrating to see them

• How can I clone my website in order to try new templates?

  I want to try a new template for my existing Zoho website without the risk of changing the current site or accidentally publishing the wrong template. Therefore I thought a 'clone website'-option should be somewhere, but I can't find it. How do I try

• Is it possible to update multiple work items at once?

  Hi, Is it possible to update the statuses/release tags of multiple work items at once? I came across this thread that says it's not possible at the moment, but it was related to the Sprints mobile app. Does this feature not exist in the website as well?

• Custom Module Missing from Roles & Permissions List

  Hi Zoho Community, I created a new Custom Module in Zoho Expense. The module is fully built and I can see it in the Module Builder (Settings > Customization > Modules). However, I am unable to deploy this to my users because the module does not appear

• Pivot Report Formula - using a today() variable

  Is it possible for me to use a value of today() in a formula on a pivot table? I'm trying to identify where the end date of a project is greater than the current date if("10. Projects (Zoho Projects).End Date" > today(), 'Yes', 'No') I get the error that

• Custom view inconsistencies

  Why is "is not" missing from criteria, along with other comparison operators ??? It makes it almost impossible to build required custom views, I don't want "void" invoices listed & why on earth would "Void" invoices be showing when the criteria includes

• Need Customer Item Inward Module along with QC

  Need Customer Item Inward Module along with QC 1. Using Transfer Orders hit the item balance sheet 2. Items without inventory it becomes difficult for tracking purpose. 3. Custom Modules become tedious to capture multiple items, item subforms are not

• Zoho CRM Quotes – Subform and PDF/Writer Limitations

  Hello, I am encountering the following limitations in Zoho CRM Quotes: Custom product images cannot be uploaded in the subform – the image upload field cannot be added; only the file upload field is available. File upload placeholders cannot be used in

• Apple Messages for Business in Omnichannel communications?

  Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

• Possible to Turn Off Automatic Notifications for Approvals?

  Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

• Will be possible to create a merge mail template for products?

  Hi, we would need to create a mail merge template for products (native) module. Will be possibile? or do you have a smart solutions to merge products data with a mail merge? thanks Chris

• Maximum incoming email (attachment size) limit

  I see that the maximum size of received emails can now be set to 20MB, however I'd still like to see it be larger. It's embarrassing when a client sends me an email with a large attachment and I can't receive it. 50, even 100 MB seems reasonable these

• [Free Webinar] Learning Table Series - Multi-currency management in Zoho Creator

  Hello everyone, We’re excited to invite you to another edition of the Learning Table Series webinar. As you may already know, we've moved to a purpose-based approach in the Learning Table Series this year. Each session now focuses on how a Zoho Creator

• LESS_THAN_MIN_OCCURANCE - code 2945

  Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks Varun

• Ranking by group in report

  Dears, I am new to Zoho Analytics and I would like to ask you guys help to creating a ranking column. Report type: Pivot Matter: I want to create a ranking column on the right of Percentage. This ranking is group by column Type, and ranking by Final Score/Percent.

• How do I add a project template to a pre-existing project?

  Help....How do I add a project template to a pre-existing project? Right now I have to delete the old project, make a new one and add the project template at the time of creating the new project.

• How to add line breaks in zoho.cliq.postToUser(...) message?

  In a CRM function using Deluge I'm sending this message and attempting to add some line breaks but they are ignored. Is there another way to add these breaks? My message: message: New urgent task\nDescription \nThis is a fake description.\n A new line?

• Passing the image/file uploaded in form to openai api

  I'm trying to use the OpenAI's new vision feature where we can send image through Api. What I want is the user to upload an image in the form and send this image to OpenAI. But I can't access this image properly in deluge script. There are also some constraints

• Users may not pick the fields to be shown as columns in the Choose Account window when creating a new Deal record

  Hi there, by talking with other users I found out that I, as an Admin, am the only one who can pick fields to be shown as columns in the Choose Account window when creating a new Deal record. In fact, if other users click on the "Add Column" symbol on

• {Action Required} Re-authenticate your Google Accounts to Continue Data Sync

  Hello Users! To align with Google’s latest updates on how apps access files in Google Drive, we’ve enhanced our integration to comply with the updated security and privacy standards, ensuring safer and more reliable access to your data. With this update,

• Why is the ability Customize Calls module so limited?

  Why can't I add additional sections? why can't I add other field types than the very limited subset that zoho allows? Why can I only add fields to the outbound/inbound call sections and not to the Call Information section?

• Report Template - How to remove page break after each record?

  Hi, We have report template for a list report. It looks good at screen. But when printing, it creates a page break after each record. How to remove the it? So we can print multiple records in same page. Please look at the attached screenshots. Report Template Report Print Preview

• Calendar report with order options and more quick view templates

  I think many of us regularly work with calendar-style reports. It would be great to be able to customize the quick view with new templates and have options to sort the entries for each day of the calendar by different criteria. I think this is an interesting

• Sender Email Configuration Error.

  Hello Team, Hope you are all doing well. We are in the process of creating the Zoho FSM environment in the UAE. When we try to add the sender email address “techsupportuae@stryker.com”, we receive the error message: “Error occurred while sending mail

• Shall we play a game?

  Presenting the very first game created using ZOHO Creator: Tic-Tac-Toe (or noughts and crosses) I made this to challenge myself and employ some of the new features of ZOHO Creator. I must admit that the code is very literal and not too elegant. There are plans to improve on the machine AI and streamline the code over time. Currently the code makes extensive use of functions for the machine "AI" - there are 12 of these.   The machine AI can be tricked, so to counteract that I made it exceedingly arrogant

• Career site URL - Suggestion to modify URL of non-english job posting

  Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL

• CRM notes

  I want to be able to add notes to a task that do not necessarily get rolled up into an account or contact.   For example, I tasks to work on a Court Order for John Doe divorce account.  There might be lots of updates (in the form of notes) that employees

• Confluence export to zoho learn

  Hello Is there any known way to export Confluence spaces to zoho learn ?

• Zoho People API, Inactive users

  Hi, I would like to export using the Zoho People API using Fetch Leave Records API V2 | Zoho People API. However it only pulls active user's leaves. I want all users, active and former employees records.

• Unified Notes View For Seamless Collaboration

  To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

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