Recent Topics
Zoho CRM Functions: Redesigned Interface, Rich Analytics, and Multi-Language Support
Hello everyone! We have given Functions in Zoho CRM a major overhaul with a new interface that makes it easier to build, organize, monitor, and troubleshoot your functions throughout their lifecycle. As part of this revamp, we have also introduced a unified
Native SMS and MMS Channel Support
89% of US consumers say they prefer to communicate with businesses via SMS / MMS (aka "texting"). (link) Unfortunately, Zoho Desk does not currently support the most popular channel for consumer communications in the United States. For those of us in
Smarter holiday planning with yearly-specific Holiday Lists
Hello everyone! Managing holidays and business hours is now easier and more efficient. Holiday Lists now support holidays that fall on different dates every year, while business hours now supports more than one holiday list. This helps businesses manage
Api de conversão da Meta
Como conectar a Zoho com a api de conversão do Meta Ads?
Side-panel “Quick Preview & Edit” for Deals and Tasks (Web)
Hi all, I’d like to submit a feature request to improve record navigation and data entry speed in Zoho CRM. NOTE: This feature exists on Pipedrive, HubSpot, and Bigin by Zoho. Requested Feature: Add a side-panel / slide-in “quick preview” for records
Why can't we choose Fixed Asset account for Purchased Items? (eTims issue?)
Hello, When the company purchase items not for sale and not supposed to be in the inventory stock, like equipment for operational use, there is no way to access the Fixed Asset accounts in the drop down list. Is that an eTims limitation again? Or something
"Track Inventory for this item" is forced checked by default for goods items (eTims issue?)
Hello, Since connecting our Zoho books to eTims (Kenya) the "Track Inventory for this item" is forced checked by default (eTims issue?) in the Item creation page for any type of goods. So when purchasing anything that the company does not intend to sale,
Can you import projects into Zoho Projects yet?
I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects
reset password
Hi I need to reset my password and need help
Is it possible to set a value to a field based on certain conditions
Greetings Say i have a field that i want to set its value based on the value of another field.. for example if "number" field has value greater than 10, i want to set my field's value to X. Or if radio group had option 1 selected, then i want to set my
Zoho CRM Layout Rules: Nine New Actions, Profile-Based Execution, and Interactive Preview
Hello everyone, Availability: This feature is now available for customers in the JP and SA DCs. It is planned to be released for other customers in soon. We’re excited to announce powerful new enhancements to Layout Rules in Zoho CRM - a feature built
How to add line breaks in formula with Concat?
I am trying to combine different fields with a formula field, but want to add line breaks. I.e. the current code looks like: Concat(${Contacts.Company_Name}, ' ' ,${Contacts.First_Name}, ' ' ,${Contacts.Last_Name}) And the result should be: John Doe
Introducing spam detection for webforms: An additional layer of protection to keep your Zoho CRM clean and secure
Greetings all, One of the most highly anticipated feature launches—Spam Detection in webforms—has finally arrived! Webforms are a vital tool for record generation, but they're also vulnerable to submissions from unauthenticated or malicious sources, which
Is Zoho Assist Secure Connect even practical for 1 person shop?
I was gun ho with Zoho Assist to replace my existing Remote Access product I have been using but I need to implement MFA on each unattended connection. Right now each of these connections in my other product has a rotating token that I have enter off
Join the Zoho Desk Virtual Classroom Training (VCRT)
Hello everyone, Have you heard about Zoho's Virtual Classroom Training (VCRT)? Zoho Desk's Virtual Classroom Training offers end-to-end training for Zoho Desk users. Join the VCRT and get hands-on guidance for setting up Zoho Desk and getting your business
Zoho CRM's revamped timeline view now extends to 3 years and support notes, filters, and email statuses
Editions: All DCs: All Release plan: These enhancements are being rolled out to customers in a phased manner. They will be available to most organizations by the end of May. For organizations with huge volumes of data, they will be available by the end
Zoho Mail App Unable to connect to server
Hi all, For the last two weeks, my Zoho Mail App on my iPhone which has worked fine up to this point has been unable to connect to the mail server. I can't access my emails even though I will get notification banners on the screen saying that they have been received. I can open Safari on my phone and then log in that way. This issue happens when I'm connected to wifi and on my phone data. I've tried deleting the app several times and reinstalling, and have updated to the latest version. But it still
Add the Zoom Option to the Camera
Hi, I use the ZOHO Forms Camera so I can manage metadata, compression, etc. but this doesnt have the zoom parameter activated, so when we have photos in a tight space and want to use 0.5 for example, we can't, can this be enabled please. Thanks Dan
Manage booking pages from your Android phone
Hello everyone! We are happy to announce that users can now add and manage booking pages from their Bigin Android app. It is a multi-step form that users can create for purposes like booking appointments, scheduling calls or meetings, conducting webinars,
Automating Employee Birthday Notifications in Zoho Cliq
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
Unbundle feature for composite items
We receive composite items from our vendors and sell them either individually or create other composite items out of them. So, there is a lot of bundling and unbundling involved with our composite items. Previously, this feature was supported in form
Inventory Barcode Creation - Add Picture of Item
Hi I am trying to set up bar code labels and include a picture of the item on the label - any idea on how to add that field to the barcode generator?
CNIL - Suivi de Pixel
Bonjour à tous, À la suite de la nouvelle recommandation de la CNIL sur les pixels de suivi dans les e-mails, savez-vous si Zoho Campaigns permet : de conditionner le suivi des ouvertures au consentement de chaque contact ; de proposer un lien permettant
Protect backed up and exported data using password encryption
Hello everyone, Protecting live data is crucial for any organization or product, as it contains sensitive customer information. However, protecting data does not end within the platform. Backup and export files often contain sensitive information and
Zoho Projects - Cloning a task does not trigger task workflow when created
Hello! I have a Project where my team uses a set of tasks from a tasklist as templates, so we could simply clone it and drag it to another list in kanban view to avoid creating a new one from scratch. The process works well, but after cloning it the new
Best way to setup Inventory bin tracking for products with multiple boxes/crates
Hi - we need some advice from the community on setting up Items in the Inventory for products with multiple crates. We have large products in our warehouse where the product is delivered as two large (double pallet) crates. We've setup the Items for these
not able to access Zoho from home WIFI
for some reasone i am not able to access Zoho on my laptop or my iphone while i am connected to my home Wifi, i am able to access these sites both on laptop as well as Iphone and associated apps on any other Wifi as well as when I am on my 4G connection
Five Guided Conversations Updates in Zoho Desk
Hello everyone, Guided Conversations is getting updates that make it easier to create more inclusive customer experiences, retain important conversation context, customize your widget, keep track of changes, and connect with external services. Here are
An important update for Zoho Cliq desktop users
The latest version of the Zoho Cliq desktop app (v1.8.0) will no longer be supported on macOS 10.15 Catalina and earlier versions. This is because the framework we use (Electron) no longer supports some older macOS versions. If you’re using macOS 10.15
Simplify eSignatures: Automate document workflows with Zoho WorkDrive
Hello everyone, We’re excited to invite you to our upcoming live webinar, where Zoho WorkDrive and Zoho Sign will come together to show you how to simplify and automate document workflows. From creating and collaborating on documents to approvals, e-signatures,
Function #7: Fetch a value from Deal in Zoho CRM to the related Estimate in Zoho Books
We're here with another function for those using the integration with Zoho CRM. You know that potentials can be linked to transactions in Zoho Books. But if you're including additional details about a Deal (potential) in Zoho CRM and you want to inherit
Workflows being applied and the Large unwanted popup
When a workflow is being applied do to an action, then the Agent is left with a large Window asking if they would like the see the changes this workflow did. Is there any way to disable this prompt from appearing?
Maintenance notice for Zoho CommunitySpaces US data centers on August 23, 2026
Dear customers, We have scheduled a maintenance activity for Zoho CommunitySpaces in our United States (US) data centers on August 23, 2026, from 1:30 a.m. to 2:00 a.m. During this 30-minute maintenance window, Zoho CommunitySpaces will be temporarily
Knowledge base: The nitty-gritty of SEO tags
A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
zoho desk: Can tickets be created from Microsoft Teams messages?
I am trying to see if there is a way to integrate Microsoft teams with zohodesk. we have a few customers who prefer to communicate requests through Teams, and it would be great to create tickets when they do.
´´Send Email Reply´´ action does not work when the message body contains placeholders.
Hi Community, I am working on a workflow where the Customer contact is notified via email when their ticket status goes On Hold. To do that, I chose the Send Email Reply action, and the minute I add a placeholder, the workflow does not work and the ticket´s
Zoho ERP | Product updates | July 2026
Hello users, We're back with another round of updates to help you streamline your operations. This month's release brings new features and enhancements designed to help you work more efficiently. Read on to discover everything that's new in Zoho ERP this
Zoho Forms Spam Submissions
Hello community! It seems that after updating the Recaptcha settings on our newsletter form (Zoho Forms), we keep getting low quality spam emails subscriptions. I first used 0.5 treshold on invisible google captcha, then raised it to 0.7 but to no avail.
Migration from Hosted Exchange Server
I am looking for documentation on how to migrate from a hosted version of Microsoft Exchange to Zoho Mail. The existing material is very good for non-hosted Exchange or local Outlook account but I have been unable to locate information to move from a hosted Exchange environment. This is complicated by not being able to have access to the Exchange Server (other than login credentials) and the lack of a local PST file (local Outlook uses OST files). I am to the point that all I need to do is migrate
Subform edits don't appear in parent record timeline?
Is it possible to have subform edits (like add row/delete row) appear in the Timeline for parent records? A user can edit a record, only edit the subform, and it doesn't appear in the timeline. Is there a workaround or way that we can show when a user
Next Page