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• Recent Topics

• Page Variable Not Passed from Report to Form

  [Zoho Creator] Page Variable (Resource) Not Passed from Report to Form in Appointment Module We are facing a limitation in our Appointment Module related to the handling of page-level variables. We are using a page variable to select a resource, which

• MS Teams Meeting to Zoho CRM

  Has anyone figured out a good way to push MS Teams meeting info on a trigger of "meeting end" to Zoho CRM? We're looking for a way to take attendees of a meeting and meeting duration and push it into Zoho CRM after the meeting has ended. If I can just

• Creating Layout Rule With Formula Field

  By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?

• Combine / merge multiple invoices into master

  Good morning Zoho! Upon looking for a solution for my issue, I found many that had my similar problem...dating 13 years ago! Please, any updates on this? Merging multiple invoices on a Master Invoice would alleviate all the extra work of resending and

• Free Webinar Alert! Productivity Hacks that you don't want to miss on June 24

  Hello Zoho Community! Want to work smarter and get more done with Zoho Mail? We’re here to help! Join our interactive webinar to explore powerful Zoho Mail features that can boost your productivity. Watch live demos, learn helpful tips, and take part

• Web Clipper cannot save to collections

  With the recent update that added collections, i am unable to use the web clipper to save to a collection

• sort by name is always z to a

  I typically keep my notes in alphabetical order. Suddenly they are all backwards - z to a. They stay that way whether I select a to z or z to a. Is there a way to fix this?

• Project Management Bulletin: June, 2025

  Our project management suite's representatives have been busy socializing with global customers in the USA (Zoholics) and Australia (roadshows). We also had multiple stop overs at our customer’s establishments and were glad to see the efficiency our products

• Agenda For Zoholics Benelux & Nordics 2025

  Dear Zoho Benelux community, We are pleased to announce the agenda for Zoholics Benelux & Nordics 2025 on September 23-24 at NBC Congrescentrum in Nieuwegein. The topics of the presentations are: Zoho innovations in the region and worldwide The introduction

• How to query Deal "Stage" "Is Open" in Analytics SQL?

  How do I query this "field" in Analytics? What is going on? It seems like there is another 'mapping' somewhere but that it is inaccessible with raw sql??? If I query "Stage" Like '%Won%' I get a wildly different number than I do when I manually filter

• Enhanced Candidate Portal: Now Featuring Federated Login, Passwordless Access & MFA

  You can now enhance your Candidate Portal experience with Federated Login, Password less Sign-in and Multi-Factor Authentication (MFA). These features offer greater flexibility and control—allowing seamless sign-ins through trusted platforms and adding

• Custom View and Custom Fields

  Hi We have custom fields that we need in the Sales\Customer module and we would like to have the fields available to view in the Bills module so that we can add them to a custom view, is that possible? That way we can look at the Bills screen to see what

• Can I write a check in Zoho Books with no associated bill?

  This currently does not seem possible, and I have a client that desperately needs this function if I am able to convert them with Quickbooks. Thank you in advance for your reply. 

• Automation#35 : Auto-Add Comments under the Owner's Name in Tickets via Macros

  Hello Everyone, This week's custom function provides simple steps to configure a Macro for adding comments to tickets with the name of the Comment owner. When managing tickets, you can use the Comment feature to communicate internally with your team and

• Subfrom Changes are NOT included in Audit Logs and Timeline

  In the Timeline the subform changes are not tracked We have an important custom module for Recording Pricing Information It has a subfrom, now if Changes are made to the subform fields they are not shown in the timeline, ONLY the aggregated fields This

• Tracking Emails sent through Outlook

  All of our sales team have their Outlook 365 accounts setup with IMAP integration. We're trying to track their email activity that occurs outside the CRM. I can see the email exchanges between the sales people and the clients in the contact module. But

• Changing Link Color

  When I create a link from a block of text, the text color changes to a color i do not want. After scrolling through the CSS and HTML files I cannot find the setting for the link color. Changing the link color word by word seems inefficient and must be a setting somewhere? Greg Aanes 2109 Queen Street Bellingha WA USA

• Content Management System

  Is there any plan to develop a CMS application that allows us to manage all of the ZOHO services such as Writer, Sheet, and Planner? Besides that, it would be nice to manage the files and logs of WebNMS using SOA. Otherwise i'll try to make it. Thanks, Takash F

• How do I pause or halt a running campaign?

  Hi, I set up an A/B campaign - and after testing, scheduled the campaign, I noticed an error in the subject line and had to pause or halt the campaign 'mid-flight' - could not find this, and the only option was to delete the entire campaign to halt the send (it was an emergency). Is there a campaign Pause or Stop function/button? I could not find it - am I missing something? (Thank you for your help  - I searched the resources and could not find an answer)

• Contact Segments with multiple CRM modules

  Hello, We have a somewhat unique setup in our system involving various components: Contacts, Accounts, Deals, and a couple of custom modules named Properties and Audit Logs. We're looking to implement a notification system via SMS and Email specifically

• Cannot reorder fields in Page Layout in Expenses and Purchase Requests

  It is very inconvenient that the custom fields in Page Layout cannot be re-ordered. The only way is to remove the fields and re-create them; however, it is impractical. This would affect the reports and dashboards we are having. Not able to re-order the

• Having issues with creator, flow and calendar

  So I have made a creator app when engineer puts in the date and time for when they are going to out on site , this then passes the calendar data to flow and then should populate the inputed data to the calendar. So If use${system.zf_current_date_time}.

• Problem when forwarding emails

  When I want to forward an email received through Zoho, the layout changes: Buttons are cut Pictures change size Text changes alignment (left/right/center) Is this a common problem in Zoho? Thank you, Suzannah 

• View Audit Trail field

  The Audit Trail feature is great, but its data is only available to admin users. It would be really great to have a system field "Audit trail" that we can add to the detailed view of a record. This would allow supervisors, directors and etc. to quickly track what changes have been done by whom for each record. It is a current feature from a client of mine and while it's probably possible to hard code it, since this data is already available in Zoho, I would be surprised to hear how hard it would

• Recuring bills payments

  I've entered recuring bills that are auto drafted from my account monthly. Can I set up the recuring payment or do I continue to manually do it monthly?

• Automatically assign Contact Roles to a Deal

  Hi guys, Is there a way to assign multiple Contact Roles to a Deal via a workflow or similar? Thanks

• on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm

  on submit of creator form then record is create in Zoho crm purchase module then on automatically task want to create in the crm

• Zoho CRM Webinar – Automate everything across Customer Journeys in CommandCenter 2.0

  How efficient is your current CRM automation setup? As customer journeys become more dynamic, it's common for data and actions to get scattered across teams and modules. This leads to broken processes and inconsistent customer experiences—especially across

• Changing employees email address

  How do I change an employee's email address? I am an administrator on the account but it says that I am "not allowed" to do it?

• MULTI-SELECT LOOKUP - MAIL TEMPLATE

  Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVU

• Changing the owner of a call

  Am I correct in my conclusion that I cannot change the owner of a call in Zoho? The field does not show up in the screen, nor can I make it show up as the systems does not give me that option. I cannot "mass update" it either. I tried it, but Zoho refuses to change the name of the owner. Please help out: how do I change the owner of a call.

• Global Fields

  Just like Global Sets for Picklists, we would like to have global fields for any kind of field. Three things that should be saved globally: 1. The Existence of the field 2. The Name and 3. Association with a module should be set up in a respective place

• Introducing Screen Share with Audio

  Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client

• Need Help Preventing Overselling in Zoho Inventory

  Hi fellow Zoho Inventory users, I'm reaching out for advice on managing inventory control in our growing business. We've recently encountered situations where sales orders get confirmed despite insufficient stock, creating operational challenges. Our

• Tip #53: Populate and search values from tables using Table Lookup

  Qntrl supports tables to store organization-related data and access it easily. Data stored here can be populated and displayed in orchestration using Table Lookups. This helps organizations list sizeable data in dropdown or multiselect dropdown fields

• Introducing more AES digital signature options in Zoho Sign

  Greetings! Zoho Sign has continually strived to partner with trust service providers across the globe to give you complete security and confidence, so you can e-sign documents no matter where you are. We've recently partnered with IgniSign, a trust service

• Shuffling between one note to the next

  I usually start all my notes per interaction with a contact with the date and then a little detail. But when I search for it it only see a small portion of the note and can't immediately tell which contact its associated with. can we make the note content

• Important Update: TRAI Mandates New SMS Header Format

  Hello everyone, We have an announcement regarding a new regulation by the Telephone Regulatory Authority of India (TRAI) that affects all application-to-person (A2P) SMS services. Starting on May 6, 2025, TRAI has mandated that telecom service providers

• Preview generation in progress for days

  I uploaded a video file to Zoho webinar. The file has been showing Preview generation in progress for days. Pls help, why is not approved?

• Workdrive Upload Notification

  Is there a way to be notified when someone externally has uploaded files to a folder? The "Unread" tab is really worthless because it shows all files from every directory on the system. I just need an email (or bell at worst) that says "someone has uploaded into <foldername>".

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