Recent Topics
No-reply email account without taking up a user license?
I just upgraded our zoho mail account to the paid tier and purchases 7 licenses. When setting up our new users I can't add the 7th one because I have a no-reply email account created to be able to send automated emails from our server. How do I go about having an account like that without taking up a user slot? All it needs is outgoing mail, no receiving or anything else.
¿Por qué no te puedes perder los Workshops de Zoholics 2025?
Cada año, Zoholics reúne a cientos de profesionales, emprendedores y entusiastas de la tecnología para compartir ideas, aprender unos de otros y descubrir todo lo que el ecosistema de Zoho puede ofrecer. Pero si hay una parte del evento que realmente
Bug in Total Hour Calculation in Regularization for past dates
There is a bug in Zoho People Regularization For example today is the date is 10 if I choose a previous Date like 9 and add the Check in and Check out time The total hours aren't calculated properly, in the example the check in time is 10:40 AM check
Fetch Project's Task by Name
Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?
Error when adding an existing user to Zoho Project
In the Zoho Projects Flow if an existing user is added to the project it results in an error There should be a way to automatically skip adding the user if it already exist in the Project instead of halting the whole Flow
Cannot Trigger Purchase Receive Flow from Both Books and Inventory
I have created a flow for Zoho Inventory Purchase Receive Normally the purchase receive is created in Inventory, but sometimes the Purchase Receives gets created in the Books the the flow doesn't trigger Is there a way to trigger the flow whether the
New VAT Rate for South Africa
Hi, When will the new VAT Rate be implemented as it is from 1 May 2025, and how will updates etc happen. Will there be a global update function. Thanks
South Africa VAT increase from 1 May 2025
Hi Will Zoho Books automatically update the VAT settings from 15% to 15.5% or must it be done manually? The VAT rate is increasing to 15.5% on 1 May 2025, and supposedly to 16% in 2026. Regards Uwe
The Invoice Status in Zoho Finance is misleading
We have many overdue invoices, but when we try to filter it by Status Overdue in the Zoho Finance Module it shows it as none This is also creating a problem when I need to Create a Chart or KPI for overdue Invoices If I open the Invoice I can see the
iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.
Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.
Power of Automation :: SLA for Tasks
Hello Everyone, In this 'Power of Automation' series, we are focusing on the feature "Time-Based Workflow Rules for Tasks." Workflow rules help project managers organize tasks in a project by setting criteria and actions that meet the project requirements.
Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually
Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able
message var is empty in bot mention handler
Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
Zoho CRM's V8 APIs are here!
Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered
Restrict Payment Methods
Allow us to restrict certain payment methods specific for each customer.
Version history for Zoho CRM Functions
Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.
Widgets in People 5
I'm trying to add a button widget in one of our test sites, created using the Zet-CLI Tool. When I host the Widget externally it runs fine, making a call to a UK Government API and downloading some json and displaying a table of data. If I try to host
Create new ticket when another specific ticket is closed
Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same
No feedback from Zoho Books regarding Yodlee feeds for Investec
I reported on 6 Feb 2025 that the Bank Feeds for Investec bank via Yodlee are not working. To date there has been no resolution. You are charging us for a suite of products where the functionality does not work. Please advise how you will refund me for
Convert a message on Cliq into a task on Zoho Connect
Message actions in Cliq are a great way to transform messages in a conversation into actionable work items. In this post, we'll see how to build a custom message action that'll let you add a message as a task to board on Zoho Connect. If you haven't created
Zoho mail not working after Domain expiration and renewal
Need help getting email working after an accidental domain expiration. Domain has since been renewed.
eway Bill - Import (Good / Material)
As we Importer of goods , for That first we Generate PO then , Payment, then after We create Bill of Entry After Bill of Entry Anywhere (99%) cases material that arrived to port that comes to warehouse / factory for that Eway bill , we have to create
In zoho creator I have Category form it has category name field Once Enter category name , category code want to Auo create on submit of the form
In zoho creator I have Category form it has category name field Once Enter category name , category code want to Auo create on submit of the form Code Create Format first letter of product with number of product on this category Example: I have one use
Zoho Sprints Integration with Zoho Desk
Hi Team, I'm trying to integrate Zoho Desk with Zoho Sprints, but it's showing the message, "There are no teams available in Zoho Sprints. You don't have any teams! Click here to add." What should I do next to ensure a smooth integration?
Let's Talk Recruit: Meet Zia, your all-in-one AI assistant
Welcome back to our Let's Talk Recruit series! Today, we are going to meet Zia, your all-in-one AI assistant. Let's delve into Zia's capabilities and explore how it takes tedious, time-consuming tasks off your plate. What is Zia? Zia is your AI companion
Zoho ONE Inventory and Zoho FSM
Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO
Extensions 101 webinar series: Build, integrate, and monetize with extensions
Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
Create multiple leads from a zoho form subform to populate inside zoho crm lead module
I have corporate clients with numerous employees. When these clients complete our Zoho Form, they can nominate individual employees—providing details like first name, last name, email, mobile number, etc.—using a subform inside the zoho form. Is it possible
Múltiple Deals when converting a Lead
Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
Export all of our manuals from Zoho Learn in one go
Hi, I know there's a way to export manuals in Zoho Learn, but I want to export everything in one go so it won't take so long. I can't see a way to do this, can I get some assistance or is this a feature in the pipeline? Thanks, Hannah
How to delete more than 100 leads at a time.
We are a call center and we need to upload fresh leads daily. Is there any way to delete all leads only at once. Currently we are deleting 100 at a time. Please anyone who can help. Thank you.
How to Mass Delete 26K leads ?
Hi, can anyone tell me how I can mass delete 26K leads please? Thanks Colin
Relay Mail Failed
Hello, We are using SMTP Relay Settings in ZOHO CRM for sending emails using office 365 server. But every time we are receiving below errors. The Relay Configuration for the domain Domain.com and feature WorkFlow has failed 3 times today . Mails will
CRM Campaign -> Create Campaign ->Zoho Campaign. Add to Sender Address dropdown options (2024/08/01)
I'm trying to add different Sender Address and Reply-to Address options to a new campaign created through Zoho CRM. There is one sender and reply-to address available and it is not the account I'm logged in with. The dropdown options do not match what
【Zoho CRM】サブフォームのアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からサブフォームのアップデートをご紹介します。 サブフォームは、複数の行項目をまとめて管理できる副次的なフォーム/表です。例えば、営業チームがCRMのサブフォームを使って顧客の注文を管理する場合、商品名・価格・納期などの情報をまとめて入力できます。 ただし、このサブフォームのリスト自体が長くなると、スクロールが必要になり、画面上で確認する際に情報を把握しづらくなることがあります。 この課題を解決するため、サブフォームの列で「複数列のピン留め」と「項目列の幅の調整」の2つの新オプションの使用が可能になりました。
Data Model - CRM Adjusting size of Entity boxes
(Sorry if duplicate, previous post seems to have disappeared.) I am viewing the Data Model for CRM, and while it is great to see such a model, there is an obstacle. Many of the entities show only a subset of their fields. The entity boxes have scrollbars
Is there a way to Prefill A Subform in Zoho Forms?
By The Grace Of G-d. Hi, Is there any way to prefill a subform? Using URL Parameters or something else?
Updating Auto Numbers
I'm removing a suffix from my auto number that's related to my customer record. I would like it removed from all existing customer records but I don't want to change the number before the suffix. If I tell it to update existing records, will it overwrite
How to add categories?
How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,
Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
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