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• Recent Topics

• Handle Leading Zeros in a Number Field

  Hi, If I use a Number Field, set with Min 7 Digits and Max 7 Digits, and enter 0000001, it will result in 1 and an error as it removes the leading zeros, the same with entering 0012340 will result in 12340 and error. So I have to use a Text Field and

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Virtual Option for Fields

  Hi, I would like to be able to choose another option other than Read-Only or Disabled, such as Virtual. And with Virtual, the field is shown on the form and avilable in rules, but NOT saved to the Database. A use case is having multiple Large Lists of

• Zoho Marketing Automation Cannot Sync Lookiup Fields

  Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!

• Specific ListView Canvas on Canvas Home Page Always Loads Most Recent ListView, Not the One Specified

  I had mentioned this to ZOHO, but I mainly wanted to see if others in the Community are also facing this problem. I created a Canvas ListView for a Custom Module, and then created a Canvas Home page (technically on a tab item, but I'm not sure if that

• Announcing the new SKILL.md for Zoho CRM and the updated OAS repository!

  We are introducing a new zoho-crm skill to make working with Zoho CRM Developer tools (like APIs, functions, widgets, client scripts, queries etc) easier and faster, with the help of AI in your preferred AI harness like Claude Code, Codex, Cursor, VSCode

• Zoho Campaigns EU Topics API returns HTTP 200 with empty topicDetails

  Hello, Our Zoho Campaigns EU organisation has two custom topics visible in the Campaigns UI, and contacts are subscribed to them. However, an OAuth request with ZohoCampaigns.contact.READ to https://campaigns.zoho.eu/api/v1.1/topics returns HTTP 200 with

• Caso de Éxito: Cómo Toyota Financial Services unificó la atención al cliente con Zoho

  "Después de seis meses con el CRM en producción estamos encantados." Miriam Cárdenas, Responsable Departamento ATC Toyota Financial Services es la división financiera de Toyota encargada de gestionar la financiación de vehículos y, junto con KINTO España,

• Zoho Books - France

  L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilité

• Sending Zoho form link from custom function in Zoho CRM

  Hello,  We intend to send a Zoho form link to certain Contacts using a custom function. The Zoho Form must be pre-filled with the Deal information and contacts receiving it should be able to modify the values and upon submission, those modifications must

• Automatically remove commas

  Team, Please be consistent in Zoho Books. In Payments, you have commas here: But when we copy and paste the amount in the Payments Made field, it does not accept it because the default setting is no commas. Please have Zoho Books remove commas autom

• Zoho ERP | Product updates | July 2026

  Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this

• Can I hide some products from a particular customer

  HI I want ot give a customer access to the portal but I need to hide some products from them that are not available for them to buy- is this possible ?

• Dashboard/Component filter by probability

  Hi all Can I request the ability to add a Component or Dashboard filter for Deal Probability? Would be useful to be able to see data of deals more than 60% probable. Olly

• Admin Logging in as another User

  How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens. Latest Update (27th April 2026): With the early

• OpenAI Is Moving to the Responses API: Here's What It Means for SalesIQ

  OpenAI has deprecated its Assistants API and is moving to the Responses API. If you're using OpenAI Assistants with SalesIQ, you may be wondering if you need to make any changes to your existing setup. You don't. SalesIQ has already taken care of the

• Free webinar: Zoho Sign for Microsoft apps

  Hello, Did you know Zoho Sign works right inside the Microsoft apps you already use? A signature request shouldn't mean leaving Teams for another tab, or downloading an Outlook attachment just to sign it. Zoho Sign integrates with Microsoft 365, Teams,

• Billing Status and WO Status Field Colors -

  Hello Team, I noticed that the colors of the Billing Status and WO Status fields in the WO module have been changed. (Org ID:170000078905) This is not urgent to correct, but I wanted to bring it to your attention so you can check whether this is a system

• Introducing throw statements in Deluge

  Hello everyone, We're introducing a powerful addition to Deluge that gives you more precise control over error handling in your scripts. Whether you're calling an external API, validating user input, or enforcing a business rule, there are moments when

• Zoho Notebook、実はこんなところから使えます

  ユーザーの皆様、こんにちは。ゾーホージャパンの田村です。 前回に続き、今回もZoho Notebookをご紹介します。 関連情報 メモの保存場所、見直しませんか？― Zoho Notebookで始める情報管理 仕事中、「この内容、メモに残してあとで見返したいな」と思う瞬間はありませんか？ 会議中の一言、お客様とのやり取り、CRMで見つけた気づき、 ほんの数秒で終わる内容だからこそ、「あとで書こう」と思って、そのまま忘れてしまうこともあります。 そこで今回は、PCやスマートフォンはもちろん、普段お使いのZoho製品からもすぐにアクセスできるノートアプリ「Zoho

• I have been looking for CVID to get segmate list where & how can fnd it?

  I am trying to get segment details from the Zoho API. The API documentation says that the CVID is a mandatory parameter, but I cannot find the CVID in the "getmailinglists" API. Can you tell me where to find the CVID?

• How do I increase the email attachment size in Zoho CRM ?

  It looks like I'm limited to 10MB when sending an attachment using the email widget on a record in Zoho CRM. Is there a way to increase the size? Or can I use some other tool? From what I'm reading online, I'm maxed out at 10MB. Any insight would be greatly

• Introducing Incentives for Zoho CRM: Build, automate, and track sales commissions

  Dear Customers, We are here with an amazing news! We built a direct solution to help manage your commission provisioning activity in your business. From creating commission plans to issuing payouts, this application leverages your sales reps’ performance

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Cannot format "start date" field in Zoho Flow

  I am trying to recreate a flow that connects Inventory package creation to Zoho projects (where a task is created in a defined project). I've been able to troubleshoot everything EXCEPT the date fields; specifically the "start date" - which is quite important

• Dynamic Signature - Record owner

  Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference

• GETTING THERE THANKS

  So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with

• Time Zone is incorrect

  Time zone is not working properly...I've checked it twice. I'm eastern U.S. time it's currently 12:22 pm EST. CRM shows 3:22 pm EST.

• CRM wants to access other apps and services on this device (Documents area)

  Did anyone else see this today? It only seemed to popup in the Documents area. Blocking it did not stop the ability to upload files there... Why is this coming up and what apps/services is it requesting in the background? Also, is it applicable elsewhere

• Custom module - change from autonumber to name

  I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.

• Zoho Mail outgoing webhooks stopped delivering events to my domain from Aug 28 to Sep 1, 2026 — temporary suppression by destination domain/IP?

  Dear Zoho Mail support team, I run an application that receives email notifications from several Zoho Mail accounts via outgoing webhooks (Settings → Developer Space → Outgoing Webhooks), with REST API polling as a backup. What happened: between August

• How can I populate dropdown data with information from another source or app?

  I want to maintain a list of items in another app (say in excel or another database) and sync those as items in a drop down menu, instead of copy pasting to import. Is this kind of a feature available?

• Dynamic Field Folders in OneDrive

  Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same

• Zoho Tables is now available in Zoho One!

  Hello Zoho One users, We’re excited to announce that Zoho Tables is now included as a part of Zoho One suite! As teams grow, managing projects, approvals, inventories, campaign trackers, and operational workflows across multiple spreadsheets become difficult.

• Getting there -thanks

  So we are still testing thanks to the great Zoho team for firstly getting pricelists working (essential) and writing some code to hide delivery and pickup options. Brilliant. So price lists are a definite mainly because of VAT. We run our Zoho books with

• I want to prefill CRM Account information using the GSTIN of the Customer

  Currently i need to add account details manually in zoho crm and when it syncs in zoho books manual working needs to be done. Whereas in zoho books i can prefill the customer details using the GSTIN which is great feature. Can the same be enabled for

• #3 Making it look like my business

  Day 3: Meera had created her first invoice. The numbers were right, but something still felt unfinished. Her studio name was there, but the address did not look the way she wanted. Her logo was missing, and the invoice did not really feel like it came

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• Scan & Fill with double quote key/value pairs

  Hi, An old Ticket moved to a Topic/Idea: I love the idea of the new Scan & Fill as it nearly covers my previous request for a QR Scanner to read a multi-part QR Code. My QR Codes are hard-coded as below: {"key1":"value1","key2":"value2","key3":"value3"}

• Increase the "Maximum Saved Entries per User" Options Limit

  Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more

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