Recent Topics
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
[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
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)
Data Integration Platform
Hi, Is anyone aware about a data integration platform like Dell Boomi that can work with Zoho Support? Any help will be higghly appreciated. Thanks Kunal
Always display images from this sender – Is this feature available?
In Zoho mail, I had my "Load external images" setting set to "Ask me", and that's fine. That's the setting I prefer. What's not fine though is I always need to tick "Display now" for each email I get, regardless if I've done that multiple times from several
Payroll In Canada
Hi, When can we expect to have payroll in Canada with books
Real-Time Alert or Status Indicator for WhatsApp Connection Issues in SalesIQ
Hi Zoho Team, We’d like to request a feature enhancement in Zoho SalesIQ related to WhatsApp integration stability and visibility. Recently, we encountered a critical issue where our WhatsApp bot stopped responding to messages without any warning or alert
Filter Images in Work Drive
Hi, what is the best way to be able to filter files by multiple descriptions, for example, the name of a person in the photo as well as, an item in the photo and other descriptions? With labels it looks like you can only select one label at once but this
Zoho Projects API 100 requests/2 min. Limit
Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit apply
Action requested: Retain your sales journey configuration in Path Finder
Dear Customers, We hope you're well! As you might know, we're completely overhauling our journey management suite, CommandCenter, and are in the last leg of it. As a means of getting ready to go live, we will be announcing a series of requests and updates
Running Balance in Account Statement.
Running balance should come by default in the accounting statements but in ZOHO we need to customize every time to get the running balance in accounting statement. I did not understand, when the bank account statement opened from Bank Menu can show the
What's New in Zoho Inventory | January - March 2025
Hello users, We are back with exciting new enhancements in Zoho Inventory to make managing your inventory smoother than ever! Check out the latest features for the first quarter of 2025. Watch out for this space for even more updates. Email Insights for
Marketer's Space: Bookmarks by Zoho Campaigns
Hello Marketers, In this week's Marketer's Space, we'll look at a simple yet powerful feature that makes a big difference in your workflow: Bookmarks. Bookmarks is a built-in feature in Zoho Campaigns that enables you to create a personalized library
Global Sets for Multi-Select pick lists
When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
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
SMTP Authentication Fails with App Password – “535 Authentication Failed” Error
Hello, I'm trying to send transactional emails from my WordPress website using the WP Mail SMTP plugin with Zoho Mail (smtp.zoho.com on port 465 with SSL). I've created and used a Zoho Mail app-specific password for SMTP, and verified that: The email
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
Make record entry more organized with the Sections component in Wizards
Hello everyone! Wizards in Zoho CRM have always helped you break long record-detail pages or large sets of fields into multiple screens, making data entry smoother and more user-friendly. Now, we’re taking a major step forward with a new Sections component—giving
Interactions Tab in Zoho CRM: A 360° Omnichannel View of Every Customer Touchpoint
Hello Everyone, Hope you are well! We are here today with yet another announcement in our series for the revamped Zoho CRM. Today, we introduce Interactions Tab a new way to view all customer interactions from one place inside your CRM account. Customers
Imap Support?
Does Zoho Books support IMAP? I have enabled outlook integration from settings in Zoho Books Yet the emails I send from Zoho Books for example if I email a purchase order or an invoice I dont see them in it in my sent box in outlook Is there a problem
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.
How to store API keys in zoho?
Hi everyone, I'm currently building an integration using Zoho Flow and I need to securely store several API keys that will be used to make external service calls from my flows. I would not like to hardcode the values in the code of custom function. What's
Related Lists filter
I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
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
Zoho fsm scheduled maintenance dispatch
Hi, I'm reaching out regarding an issue I'm encountering with the Scheduled Maintenance feature in Zoho FSM. I’m trying to configure it so that it automatically dispatches all maintenance jobs scheduled within the next 150 days, starting from today. However,
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
CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive
Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files
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 qualified
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
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