How to create a directory report from one-to-many relationship

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• 元問い合わせメールに返信したときの統合処理

  ワークフロー作成したので備忘録です。 Zoho Desk で作成したメールアドレス宛てに既存のメールアドレスにきた問合せ先メールを転送してチケット作成を行っています。 元の問い合わせメールに返信、転送した際にRe,RE,re,Fw,FW,fwが件名の頭に付くため、その度に新規起票が乱立します。 メールの頭にRe,RE,re,Fw,FW,fwがある時それを除いた件名と同じ件名が既にチケット作成されていれば統合するワークフローを作成しました。 条件が緩いので既存チケットの検索で完了済みや5日以上前に作成したものは除いてもいいとは思います。

• How to record GST amount for Value of Service on Inward remittance charged by bank

  Hi please advice I have a situation.    1. I have HDFC bank account 2. I have a customer who has done inward remittance for purcahses from overseas. 3. HDFC is showing Value of Service say $100 and GST @ 18%. 4. Value of Service is not charged. But  CGST

• Sort by Project Name?

  How the heck do you sort by project name in the task list views??? Seems like this should be a no-brainer?

• Project Statuses

  Hi All, We have projects that sometimes may not make it through to completion. As such, they were being marked as "Cancelled". I noticed that these projects still show as "Active" though which seems counter intuitive. In fact, the only way I can get them

• I have a requirement to integrate Zoho Books with Zoho Projects at both project and task levels.

  Currently, when i create transactions in Zoho Books (Expenses, Invoices, Bills), we can only map them at the project level. However, our requirement is to: Map records at both project and task levels Sync these transactions back to Zoho Projects under

• What’s New in Zoho Inventory — Latest Features, Integrations & Updates | December 2025

  Zoho Inventory has evolved significantly over the past months, bringing you smarter, faster, and more connected tools to streamline your operations. Whether you’re managing multichannel sales, complex fulfillment workflows, or fast-moving stock, our newest

• Add Multiple Modules in Automation

  Right now I am trying to automate sending customer statements in WhatsApp, if they have overdue invoices, since customer has multiple invoices overdue I don't want to send repetitive message for those. Right now in automation you can only select 1 module,

• [Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict

  Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects every

• Feature Request in Zoho Books : Tracking Inventory for Service Items

  At the moment, ZOHO Books don't allow to track inventory of Service Items (I just talked with customer care executive for confirmation). MY PROBLEM: I resell services Digital Signatures Certificates ( SAC ‐ 998319) and other similar services, I purchase

• Create Tasklist with Tasklist Template using API v3

  In the old API, we could mention the parameter 'task_template_id' when creating a tasklist via API to apply a tasklist template: https://www.zoho.com/projects/help/rest-api/tasklists-api.html#create-tasklist In API v3 there does not seem to be a way to

• Audio Recording Button needs work

  People struggle to understand how to record the audio - the mic button is tiny and barely visible. Please make the recording option more prominent and obvious and the upload file function should be secondary... (not taking up the majority of the space).

• Enhancing user experience with Audio/Video Upload in Zoho Forms

  Hello form builders! Today, interactive forms are an integral part of websites and applications. While text-based inputs serve a variety of purposes, audio and video uploads can open up a world of possibilities for businesses. Imagine you are a talent

• Early Preview for an Upcoming Enhancement to Zoho One - App Adoption and Feature Discovery

  Hello, Enterprise Support Community, We're excited to give you an early sneak peak at an upcoming enhancement to the Zoho One platform: new App Adoption & Feature Discovery components, designed to help our customers adopt the right tools to enhance their

• Can I add Conditional merge tags on my Templates?

  Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter

• You cannot send this email campaign as it doesn't have any eligible contacts in the selected mailing list. You can try adding contacts or choose other mailing lists.

  please help

• Add Days In Stage to Filter Options for Pipeline

  We use the days in stage to see how long a ticket has been in a certain stage. But there is no option to see this via filters. eg if i wanted to see how many tickets over 5 days in a stage, there no way to do this. Currently we have to export a report

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Integration problem between zoho crm and zoho forms for an update in zcrm, with two mapped custom fields

  Hello everyone, I need to correct an existing integration between Zoho CRM and Zoho Forms: the use case is that a user needs to send an email to a contact, who will click on a button in this email, redirecting to a Zoho Forms. The contact can update or

• Purchase Order Quantity Validation Not Enforced During Bill Approval

  Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the

• How do I add multiple contacts in a deal

  How do I add multiple contacts in a deal

• Blueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)

  I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automatically

• Add multiple users to a task

  When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman

• The 3.1 biggest problems with Kiosk right now

  I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.

• Zoho Webinar not sending calendar entry into Outlook or other calendars

  Dear All, I am using Zoho Webinar for last few months and noted that when a attendee registers at the webinar link he gets an email will intimating his registration and link to webinar. He also get few file ( for Outlook, Google calendar etc) which he

• Deleted User Emails

  I need to delete a user as I need to re-use their license, but I'd like to keep all their emails that are attached to various contacts in the CRM. Their emails are hosted externally on an M365 license. Anyone any idea how best to engineer this? TIA

• Ticket Status

  HI, Any idea on how to create other options for this header??? I want to add an "Ordered" status. Its under "tickets" in Overview, I need a new status created (see second picture)

• Turning off the recorded welcome in Zoho Webinar

  Is there a way to turn off the recorded voice that comes up at the beginning of every webinar session? It devalues the experience for attendees from feedback, interrupting their connection with our brand and delaying webinar start unnecessarily.

• Client Script | Update - Client Script Support For Custom Buttons

  Hello everyone! We are excited to announce one of the most requested features - Client Script support for Custom Buttons. This enhancement lets you run custom logic on button actions, giving you greater flexibility and control over your user interactions.

• Save embed widget personalizations

  Ok, Zoho, Great work on providing PRICING TABLES via the embed widget. Thanks so much. This changed the game for me Only one slight problem....I can't seem to save my widget settings. I'm still building my products and plans but I'm testing how they look

• Problem with UTM Parameters: Zoho Forms - Zoho Desk Integration

  Hi Zoho Support Team, I want to automatically capture UTM Parameters from my website URLs and pass it from Zoho Forms into Zoho Desk. I have activated the UTM tracking feature. I've integrated the UTM Tracking code in my website footer on all pages. I've

• Team folder not created when creating project using zoho flow

  When I try to automate project creation using zoho flow, and I have enabled workdrive integration to automatically create team folders to attach to the project, this only works when I create a new project through the UI. But I am trying to automate project

• Marketing Automation Demo Video

  I would like to see a video demo for Marketing Automation.  Do you have one statashed away somewhere?

• Zoho CRM upload files error

  Since today, we have been experiencing issues with uploading photos to opportunities. The message indicates that the storage is full, but as far as I can see, there is still plenty of space available. Could there be an issue or a bug?

• Add an option to deactivate Zoho Meeting "Welcome" message

  My request is to provide an option to deactivate the annoying Zoho Meeting "Welcome" voice when participants join meetings... or remove it all together. First impressions count, especially with new clients. This notification reminds me of the AOL "You've

• Service line items

  Hello Latha, Could you please let me know the maximum number of service line items that can be added to a single work order? Thanks, Chethiya.

• SalesIQ > My Chat sort by Unread or Follow-up

  Hi Zoho SalesIQ Team, I would like to submit a feature request regarding the My Chat > Sorting in the SalesIQ UnRead Follow-up Conversation tags Thank you for considering. Best regards, CJ

• Record sharing for Activities modules in CRM

  Hello everyone, We've got a few quick enhancements to what we covered in this previous announcement: record sharing is now available for Activities modules. 1. Sharing Tasks, Meetings, and Calls Until now, activity records could only be shared indirectly

• SalesIQ : How to disable "Idle chat handling" ?

  Hello SalesIQ Team. SalesIQ, How to disable "Idle chat handling" ? I would like to disable the option “Automatically close chats that have been idle for a specified amount of time.”

• How do I create an update to the Cost Price from landed costs?

  Hi fellow Zoho Inventory battlers, I am new to Zoho inventory and was completely baffled to find that the cost price of products does not update when a new purchase order is received. The cost price is just made up numbers I start with when the product

• Facturation électronique 2026 - obligation dès le 1er septembre 2026

  Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,

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