• How to use CRM custom button and client script?

    Here's what I need. I know how to handle each step in isolation. I do not understand how to intercept a Button interaction, pass it to the client-script for the user prompt, and remainder of the processing. User Clicks Button on Details Page Client-Side

  • Zoho Campaign low open rate

    I have been using Zoho One, Zoho CRM and Zoho Campaign to make my web application, but since I started using zoho campaign to send emails, it has low open rate (actually zero for the latest campaign for 2 days) For people who have more experience or know

  • サブフォームアップデート 静的サブフォームについて

    昨年のアップデートにある「静的サブフォーム」の詳細についてご存じの方はおられませんでしょうか？ Zoho CRM - 2024年10月〜12月のアップデート https://www.zoho.com/jp/crm/blog/q4-2024-update.html 画像をみると項目を固定できるようですが、2025年5月現在、こちらの USデータセンター環境では設定箇所がみあたりません。 設定方法や設定箇所などご存じの方おられましたら共有いただけると幸いです。

  • IP Address List > Sigma

    We have developed a ZohoCRM extension that utilizes API calls to our server from Deluge scripts and Widgets. Our API server has IP restrictions in place. To ensure successful communication, we require a list of IP addresses utilized by Zoho's platform

  • Have One Custom Function Run After Another Custom Function Finishes - ZoHo Desk

    Hello, From what I'm seeing in ZoHo Desk. If there are multiple custom functions that run when a ticket is initially created, the custom functions seem to run simultaneously. Is there a way to have one custom function finish before starting another custom

  • email templates are a mess with fonts

    Any time I edit a template or adjust the content of an email while using it the fonts change. Previewing does no good as it appears one way but is sent another. for example .. this was made using Tomaha 2nd size with NO BOLDING. and this is what my client

  • Is A Coloured Picklist with Dynamic Automation possible?

    Hey All, Just wondering if it is possible to setup a coloured dynamic picklist, Example below. Automating colour for ticket age based on creation date, So it is dynamic and changes as the ticket ages? 24 Hrs > Green 48 Hrs > Orange 72 Hrs > Red

  • Associate email to deal and multiple contacts to deals

    Hi any news in how to associate emails to deal and to varios contacts in Bigin CRM? This feature would help in having deal and conversation all in one place so that when we open the deal or contact we have all the information in regard to deal that we

  • Chequered lines in notebooks

    Can the notebooks also be used with chequered lines or only with ruled lines? Or is it only available in blank? Thanks for the info! Greetings Andreas

  • How to add/remove tag to a ticket with function?

    Hi, I have had to create a function in Zoho Desk. However, it appears that the syntax differs from that in CRM. I realized that it is necessary to add organization ID in some commands what is not necessary when you create a funciotn in CRM. Could you

  • ERROR CODE554 5.1.8: unable to send message reason 554 5.1.8 email out going blocked

    Dear Zoho Mail Support, It's been nearly 24 hours and we still can't send emails. Our outgoing emails are blocked with the error message "554 5.1.8 Email Outgoing Blocked." This restriction is and will severely impact our business operations and causing

  • Zoho Desk Onboarding Assistance - How to do bulk taging

    Hi How to apply a particular tag to multiple tickets in one go.

  • CRM Client Script Buttons

    Hello,  Client Script ZDK list button functions, but I am not sure how to interact with them. I tried a few methods of getting the API name for a custom button, but no luck. Any ideas where the button API names are stored?  Also, custom buttons must be

  • Move Quote/Deals from a Contact to Another

    In our business contacts often move to different accounts, and it is simple to reassign the contact, but not so easy to move their quotes/deals to another contact at the account they are no longer with. Looking to see if there is a function to move quote/deals

  • Projects Timesheets integration with Quickbooks

    When will Zoho Projects Time-sheets be integrated with Quickbooks? This will make us move to Zoho for all business needs (except for Quickbooks)

  • Customization in PDF templates for custom modules

    I'm facing some difficulties when it comes to the custom modules in zoho books: 1) Is there any way to get the item table field for my custom module? It doesn't show up in the dropdown when trying to add a new field. 2) I was trying to somehow get 1)

  • Sorting alphabetically a collection in a Lookup

    Hello, In a lookup that looks at other lookups (!?), I had to make the following script to limit the list appearing in that lookup : ListeDispo = Offre_de_produits[Quantite_offerte > 0]; input.Produits:ui.add(ListeDispo.Produit_OFFRE.getall()); Works

  • Edit response and integration

    We have a zoho form that our employee starts and submits, and then a day or two later, they "edit their response". I have the zoho form integrated with the Salesforce crm. I submitted a response and it made a new record in the proper module. But when

  • Problema de sincronización de zoho mail con cliente Outlook

    Estoy presentando retardos en recibir los correos de Zoho en mi cliente Outlook a veces tarda mas de 20 minutos a pesar de haber llegado a la web no llega al cliente de escritorio y muchas veces debo cerrar el cliente y volverlo abrir para que llegue

  • Issue Updating URL Field with WorkDrive Link

    Hello, I’m working on a form with a file upload field. After uploading a file to WorkDrive, I fetch the public file link and update a field in the form with it. Workflow: When using the single-line text field ("File_URL"), the link is updated correctly

  • Should I Set Up Subdomain for Email Sends?

    Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains

  • Error remote server is misconfigured

    Recently migrated the server to a new one. Updated MX records, SPF and DKIM values. DNS Lookup shows updated values. Still the email is getting bounced with the error: 553 Relaying disallowed

  • Changer le lieu d'hébergement zohomail

    Est-il possible de faire héberger mon compte ailleurs qu'aux USA ? Compte-tenu de la situation de ce pays, un hébergement en Europe ou en Inde serait plus sûr.

  • Migration from Asana

    I see a lot of migration options for Zoho Projects, but don't seem to see Asana. Is there no clear migration path without going manual or custom?

  • How to show User Full Name, not record id in a User Filter in analytics

    Please see screen recording: https://workdrive.zohoexternal.com/external/21a9e0c39c4595c255a62791fdf3655d3df933114a8f1598bc852d0ff7e56ce3

  • MTA-STS

    请激活对 MTA-STS 的支持，谢谢。

  • Query in Analytics for tracking Physical Available For Sale from Books

    Need: a query in Analytics on which we can build reports related to Physical Stock from Books items.  In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected

  • how to capitalize first letter of every word in a string using deluge?

    "diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?

  • Google Ads Data is Publicly available in Zoho CRM

    We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

  • Estimated Time for releasing in Australia?

    wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)

  • Please cancel my trial / subscription

    I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.

  • 日付別メール送信リストの作成

    日々顧客に個別にメールを送信しています 日付別に送信先リストを作成することは可能でしょうか？

  • Campaigns Place-holder $ tags

    Hi there I’ve just started using Campaigns and I’ve been making use of the placeholder inserts available when constructing the email. However, in my contacts in CRM rather than have a first name and last name field I put their full name into the last

  • Setting Up Automated Lead Nurturing Campaign in Zoho CRM

    I want to create an automated lead nurturing campaign within Zoho CRM and Zoho Campaigns with the following requirements: Leads should receive a sequence of 5 emails, spaced 3 days apart. If a lead clicks a link in any email: A notification should be

  • Inline and background image with from scratch contract type

    When using the "Create From Scratch" option to build a new contract type is it possible to add inline images as well as a background image? We want our company logo on the cover page as well as each page header and also have a background image that we

  • Is it possible to display a graph of data within a contact record

    I’ve had someone create deluge code to import data from another SaaS platform into Zoho CRM for my swimming pool company. This data is stored within each customer’s contact record under a custom module called "Chemicals" and is updated weekly with new

  • How to Link WooCommerce Orders to Contacts in Zoho CRM for Better Customer Segmentation?

    I’m running a fashion e-commerce website using WordPress. My sales staff usually rely on customers’ past orders to segment and re-approach them for sales. However, I’m not sure how to apply Zoho CRM for this purpose, since I can’t link the orders from

  • Mandatory DEFAULT for Billable and markup percentage

    Hello. So we have been using books and process bills from vendors that are to be invoiced to customers. When we convert from a PO to a bill we can enter the customer name on the line items and that is great. However, we would like to know if the default

  • why is zoho assist server so slow

    Hello why is zoho assist server so slow, i use it every and and have fast speed at either end of the connection but zoho assist take upto 10 seconds per click, I connect on the chat they we will have a look and come back saying they have done a reset

  • Nested notebooks

    Dear Sir/Madam, I would like to know if it is possible to nest notebooks. It would be very helpful when there are too many, as it would improve organization. Thank you for your response. Best regards.

  • Next Page

  • Announcements

  • What's new in Zoho Sheet: Simplify data entry and collaboration

    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

  • Welcome to the Zoho ERP Community Forum

    Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

  • Bigin, more powerful than ever on iOS 26, iPadOS 26, macOS Tahoe, and watchOS 26.

    Hot on the heels of Apple’s latest OS updates, we’ve rolled out several enhancements and features designed to help you get the most from your Apple devices. Enjoy a refined user experience with smoother navigation and a more content-focused Liquid Glass

  • Notes badge as a quick action in the list view

    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

  • Easily perform calculations using dates with the new DATEDIF function

    Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

  • Most Discussed Topics

  • Notes badge as a quick action in the list view

    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

  • No funcionan correctamente el calculo de las horas laborales para informe de tickets

    Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

  • Please can the open tasks be shown in each customer account at the top.

    Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

  • Improved Contact Sync flow in Google Integration with Zoho CRM

    Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

  • Sticky Posts

  • What's new in Zoho Sheet: Simplify data entry and collaboration

    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

  • Easily perform calculations using dates with the new DATEDIF function

    Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

  • Kaizen #226: Using ZRC in Client Script

    Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

  • Deprecation of SMS-based multi-factor authentication (MFA) mode

    Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

  • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

    Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering

  • Top Contributors

  • Sunderjan Siddharth

  • Ishwarya SG

  • Shivani | Zoho Desk

  • Ram Freedman

  • Jeff | Zoho Desk