• How to generate Zoho Meeting summary (key notes) via API

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  • Field Rules are no longer running

    Good morning everyone. I have been working on a Creator form for about 2 months now. It's pretty in depth. And I had about 20 or so Field Rules for a workflow. They have always worked fine. Now today none of them are working. I'm so close to being done
  • Updated Search Bar Will Not Go Away

    After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is
  • Fetch Purchase Orders ( transactions ) from Items in Zoho Inventory

    The below code fetches all purchase orders created against an item. Code Snippet: get_pos_against_each_item = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/items/transactions/purchaseorders?page=1&per_page=200&sort_order=D&sort_column=date&item_id="
  • Add two Facebook Pages under the one brand in Zoho Social

    Hi, Our company currently has two Facebook pages and two Linkedln pages. Is it possible to connect these all under the one brand or will a new brand have to be created to add the second pages in? We currently have the Premium edition so adding a second
  • Tip of the week #41- Save your favorite combination of filters in a single view.

    Tired of sifting through endless threads to find the one to work with? Custom views offer the perfect solution. By saving your favorite filter combinations in one place, you can quickly access the threads in your inboxes. Custom views make it easy to
  • How to set calendar date field start Monday

    I have a report displaying record in calendar view. I'm based in europe, weeks starts Mondays. Calendar view shows correct. as shown in the screenshot below To add a record, the form uses a Date field. But this field show weeks starting Sunday. See screenshot
  • Create and embed custom capabilities across CRM with Kiosk, our latest low-code tool

    [6 Mar 2024] This feature has been released to all users in all DCs. Exciting Update Alert: “Process Flows” is now “Kiosk” with a better and more accessible spot. Kiosk will be available under Setup -> Customization. As a result, the old help doc links
  • Effortlessly analyze a report with contextual quick-view filter

    Dear Customers, We hope you're well! We are here with nifty enhancements to the reports feature in Zoho CRM. Reports gives you a real-big picture of your business' performance as processed data. This useful tabulation of data can sometimes be extensive
  • Updated Search Bar Will Not Go Away

    After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is
  • Zepto Credits are not added for more than 2 days

    Hi, It is more than 2 days and Zepto credits purchased by me are still not added to the account and our functionality is broken in application. Kindly address this ASAP
  • Update Stock Sold

    Hi I am sorry to bring this on here but I am really stuck. So I have a form that lists all our products we sell with a field for Purchased Stock and Sold Stock. I have another form for Purchase of Products, which when filled out, updates the Purchased
  • Need Custom Function to fetch files from file Upload field in Zoho CRM

    Hi Community Members, I have stored some files in file upload field in deals module I need a custom function to fetch the files from file upload field and attach into most recent note Please refer to the attached image
  • Banking / Matching Bill in different currency

    Scenario We've received a bill in CHF. The payment was made via our USD banking account. What we tried Matching the bank transaction to a bill - no matter which search criteria we use, no bill can be found. Trying to match the bank transaction to the
  • Update: SalesIQ Now lets you Continue Closed Chats from Multiple Instant Messaging Platforms

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  • Customizable Spacing Between / Below Columns in Zoho CRM Templates

    Hello, We would like to request an enhancement to Zoho CRM’s template editor. Currently, when creating a new template (in our case, an Inventory Template for generating a Quote PDF), we have the ability to add spacers and control their exact size. However,
  • display each individual salesperson target

    Hi there, I want to be able to display each individual salesperson's target on their own dashboard. Currently it is setup that it shows the whole sales department target, which is why i want it to display each individual person's target so that when the
  • Inquiry About Layout Rules for Items Section in Zoho Books/Inventory

    Good day, I am reaching out to inquire if there is any way to implement layout rules for the items section in Zoho Books/Inventory. Before we proceed, I am aware that item groups could be a potential solution. However, the customer is not inclined to
  • Power of Automation :: Invoice your timelogs automatically once the tasks are completed

    Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
  • Amazon purchase Integration

    Hi all, This may be a stretch, but I have to ask anyway. I am a reseller; most of my purchases are from Amazon, SHEIN, and TEMU. Is there a way I can enter the Amazon invoice\order number in Books and retrieve the Amazon order detail order?
  • Is it possible to link one note to multiple companies?

    If I have a note that talks about a relationship between two companies in my CRM, is it possible to associate that note to both companies or do I have to make a copy of the note and link the copy to the second company?
  • Custom Field - cannot edit a dropdown field item

    We have a custom field within the project template (Dropdown) that is for the Dealer related to this project.  I thought in the past if we needed to update a name of one of the items added to the dropdown list we could edit them, so I am not sure if this is a recent change or not. But is there a way to update an item that is already in the drop down field list? This is a required field, and I do not want to remove this item and add the updated name as that will seriously mess up our reporting, but
  • Copying and pasting emails from CRM to Marketing Automation

    Hello, My Zoho consultants built all my customer nurture emails in CRM instead of Marketing Automation. I would like them all in Marketing Automation. Can they simply copy and paste the emails from CRM to Marketing Automation? Or will they need to rebuild
  • haveibeenpwned Integration in Zoho Vault

    Hey there I remembered, that a while ago i have read something about an haveibeenpwned integration into Zoho Vault. After some research i have found this landingpage: https://www.zoho.com/vault/features/dark-web-monitoring.html Where can i activate this?
  • Articles page into Moodle as an iframe

    I would like to integrate my Zoho Desk articles page into Moodle as an iframe. My goal is to add it to the Moodle navigation and display the articles within a dedicated page without redirecting users outside Moodle. Could you please guide me on the best
  • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ(1/30)

    ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 1月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。
  • Allow Using All Variables Multiple Times in Templates

    Hi, We would like to request an enhancement to the template creation feature in Zoho CRM. Currently, some variables can only be used once per template. For example, when creating a quote template, the item quantity variable can only be added once. If
  • Zoom Phone SMS Integration

    Requesting Zoom SMS capabilities to be integrated by Zoho CRM to capture a related SMS conversation logged to the lead, contact etc..
  • External View Access for Agencies

    Good afternoon! We work with recruitment agencies who send us leads to onboard. The onboarding process takes 1-3 days typically. One of our issues is that the agencies are always asking for updates on their registration status. This is so often it's become
  • Mind Mapping

    Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?
  • Case Email

    We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it. 
  • Synched Zoho CRM fields When Campaigns field is updated

    I have Zoho CRM Leads synched with Zoho Campaigns. I have a workflow that updates a synched field. If the workflow updates the Campaigns field, will that field be likewise updated in the CRM?
  • Subform Data in v2 REST API

    What is the mechanism for adding subform data in the Creator v2 REST APIs?  There is nothing documented in the Data APIs documentation (https://www.zoho.com/creator/help/api/v2/).   I was able to determine how to GET the subform data by adding it to the
  • Add Action to Remove/Delete Users in Jira

    Hi, I hope you’re doing well. I noticed that Zoho Flow currently allows the creation of users in Jira, which is great. However, there is no option to remove or delete users from Jira through Zoho Flow. This limitation can be challenging when managing
  • Zoho CRM - Send Mail Bug – Permission Denied Error (Resolved)

    Hello Enterprise Community, We want to bring to your attention a recently identified issue that affected Zoho CRM Plus and Zoho One users. Some users encountered a "Permission Denied" error when attempting to send emails. ✅ Status: Our development team
  • INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th

    Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft article
  • Zoho Projects - Add time logs in Offline mode

    Hello everyone! We are excited to introduce offline support to add time logs within the Zoho Projects mobile app. The time logs added in the offline mode will have an 'Yet to Sync' indication. Once you are online, the time logs will be synced automatically.
  • Experience sharing - creating quick prototypes to align understanding

    Curious to hear from developers in this community - How do you create a prototype of Zoho CRM customised changes quickly with little coding so that you can validate your idea and requirements with stakeholders? The latest method I have found still requires
  • All notes disappeared

    I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,
  • How to bulk edit on subform field

    Hi, It seems impossible to bulk edit on subform field. Is really it impossible? The subform field is well shown on view, and we can search as criteria, but the field doesn't appear in "bulk edit" dialog. Is there any other way for add the same subrecord in all records of a view? Thank you very much, Bernat
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