Auto-sync field of lookup value

• Topic Participants

• David

  

• Ishwarya SG

  

• David M.

• Michael Trow

  

• Kristen - Nimbis Designs

• Sticky Posts

• Introducing ICR in Zoho CRM: Transform your printed text into digital data

  From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses

• Flex Your Creativity – A New component to Canvas in Zoho CRM

  Hello Everyone We’re excited to introduce Flex, a new component for Canvas in Zoho CRM! Flex is here to give you greater control over how your data is displayed in your layouts. This component enables responsive layouts that adapt across different screen

• Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging

  Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration

• Presenting ABM for Zoho CRM: Expand and retain your customers with precision

  Picture this scenario: You're a growing SaaS company ready to launch a powerful business suite, and are looking to gain traction and momentum. But as a business with a tight budget, you know acquiring new customers is slow, expensive, and often delivers

• Enrich your CRM data and keep them updated

  You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot.  For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing

• Recent Topics

• Exchange Rate Updates

  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• DKIM record Missing

  zoho says 'DKIM record missing' at the zohomail spf and dkim validation page. dkim record is most certainly in the wix dns settings. anyone had this issue?

• Task Permissions

  Is there anyway to have some tasks restricted to view just by the owner or creator?

• Zoho CRM Forecast - Exclude certain Deals

  We have our forecast and we use it for team forecast/targets/attainment. It works great for that. However, occassionally we have to offer Deals that are non-revenue generating, but are tracked in our CRM. They still have revenue tied to them, but our

• Merge Items

  Is there a work around for merging items? We currently have three names for one item, all have had a transaction associated so there is no deleting (just deactivating, which doesn't really help. It still appears so people are continuing to use it). I also can't assign inventory tracking to items used in past transactions, which I don't understand, this is an important feature moving forward.. It would be nice to merge into one item and be able to track inventory. Let me know if this is possible.

• Can't click 'Read More' button in Message module in Zoho CRM

  I can't click the 'Read More' button because it is covered by image name like this but it is covered like this please fix it since it is really really crucial https://crm.zoho.com/crm/org856669456/tab/Messages/6335480000033403311

• Outgoing blocked again.

  Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

• No Teamspace found in CRM Sandbox

  I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this

• Date Transfer Issue: Zapier to Zoho CRM Formatting Problem

  Hi there, I am trying to transfer a date field from Zapier to Zoho CRM. I have tried several date formats, including using Zapier’s Formatter tool, but the data is rejected. What exact date format does Zoho CRM expect, and how can I correctly reformat

• Efficient way to get a list of records like Notes under Leads that changed in last N minutes

  Hi, I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However

• How to create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active"?

  Hi Team, How do I create a contract using Zoho Contracts API and have the systemStatus directly assigned as "Active" instead of "Draft"? Currently, I'm able to create a contract but the systemStatus is "draft". Kindly help.

• Search function in Zoho Sheet mobil app on android - not working

  Hello, Im new here and registered for Zoho Sheet. Than i installed the android mobile app on my tablet (redmi note pro 5g). But I cant use the search function for my added excel table. When I use the web version for zoho sheet with the same imported table

• Feature Request - Insert URL Links in Folders

  I would love to see the ability to create simple URL links with titles in WorkDrive. or perhaps a WorkDrive extension to allow it. Example use case: A team is working on a project and there is project folder in WordDrive. The team uses LucidChart to create

• onDuty Request approval from API

  use case We have custom CRM modules and meeting devices where a user can add meeting details We are pushing these details to People using onDuty Request API Now what we want is If the onDuty request is pushed using API, it should be auto approved i-e

• Zoho Creator HTML Page

  Hello Team, I have a query related to the HTML page I created in Zoho Creator. I would like to apply some filters on this page without passing them through URL parameters. Could someone please guide me on how this can be achieved? Thanks & Regards, Piyush

• Impossible de créer une adresse e-mail : licence déjà utilisée mais aucun utilisateur visible

  Bonjour, Je suis abonné à Zoho Mail Lite avec 1 utilisateur (abonnement actif), mais je ne peux pas créer mon adresse pro contact@joasavon.com . Le système indique « Limite maximale de licence utilisateur atteinte », alors que je n'ai qu'un seul utilisateur

• Repeat script N number of time with some incrementation

  Hi, I have a script I want to repeat a certain number of time, depending on a value from a variable NumberOfDelivery, and at a certain frequency depending on a variable DaysBetween (wich would afect my addday function on the last line). Here is the basic

• Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

  Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies

• Marketing Automation Emails Going to Spam

  Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

• Zoho Learn & Zoho Connect

  Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

• Zoho Analytics API Call With Pagination

  Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i

• MArking as NOT SPAM

  I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.

• Introducing Image Upload Field

  Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• How can I bulk import product images to Zoho crm.

  How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image

• Dynamic user applications for CPQ?

  Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes

• Max limit reached on Web Tabs for Zoho Projects

  Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners

• Join our World Password and Passkey Day expert Q&A 2025

  Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

• Global "Search" in FSM

  I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

• inventory template

  is it possible to implement if condition within inventory template?

• Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

  I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via

• Invalid OAuth Token When Using Zoho CRM API with Postman

  We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:

• Sending possible. Receiving not possible.

  We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the

• Want to setup automation

  I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• Feature Request - Approval Processes

  Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry

• Next Page