Bulk Update API

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• Damien Cregan

  

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• Repeat script N number of time with some incrementation

  Hi, I have a script I want to repeat a certain number of time, depending on a value from a variable NumberOfDelivery, and at a certain frequency depending on a variable DaysBetween (wich would afect my addday function on the last line). Here is the basic

• Creating email schedules with custom filters for Pivot/Summary Reports in Zoho Analytics

  Hi Zoho, I have a Weekly Inventory Report that I'd like to send out to various vendors. Is it possible to create an email schedule for each vendor with customized filtering at the scheduling level? Currently, we generate two pre-filtered reports (copies

• Marketing Automation Emails Going to Spam

  Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

• Zoho Learn & Zoho Connect

  Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,

• Zoho Analytics API Call With Pagination

  Hi, I have fetched data successfully from zoho analytics using https://analyticsapi.zoho.com/restapi/v2/workspaces/<workspace_id>/views/<view_id>/data? with a thrid-party tool postman. But i wanna know if i can use pagination with this api, like can i

• MArking as NOT SPAM

  I have just been checkign my SPAM folder and it seems that markign mails as NOT SPAM makes them disappear. I cannot find them in my mailbox with a search.

• Introducing Image Upload Field

  Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules.  Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• Open a popup window from inside Record A and stay on the record after saving Record B

  Hello community, Perhaps you can help me with the following topic. I have a form A with a decision box. When this decision box is checked, a form B pops up. Once Form B is saved, I need to stay on Form A to continue entering data. I've observed the following

• How can I bulk import product images to Zoho crm.

  How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image

• Dynamic user applications for CPQ?

  Hi, I've been enjoying getting to know CPQ, the Product Configurator and Price Rules components have been very useful, albeit with some issues. I have noticed that I don't have the power to decide which level of sales staff has permissions when it comes

• Max limit reached on Web Tabs for Zoho Projects

  Hello, ByWater manages between 50-60 projects at a time, and we have been heavily utilizing the Web Tab feature. However, we just hit our maximum limit reached for web tabs. The main thing we use Web Tabs for is sharing a Google document with our partners

• Outgoing blocked again.

  Hi Dear, My outgoing mails are blocked again. I am just using it as normal business emails going in and out. Could you please help fix the problem? I am happy to support where I can do to make it work properly. Thank you very much. Aurora

• Join our World Password and Passkey Day expert Q&A 2025

  Hey everyone! World Password and Passkey Day is almost here, and there's no better time to talk about something we all rely on daily—secure authentication. Did you know that a staggering 60% of hacking-related breaches are tied to weak or stolen passwords?

• Global "Search" in FSM

  I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,

• inventory template

  is it possible to implement if condition within inventory template?

• Introducing Assemblies and Kits in Zoho Inventory

  Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the

• Automate Zoho Meeting Creation via Blueprint (Leads & Accounts)

  I need help automating Zoho Meeting creation during a blueprint transition in both the Leads and Accounts modules. Requirements: Triggered via blueprint Read meeting start time (DateTime field) and internal participants from CRM Create Zoho Meeting via

• Invalid OAuth Token When Using Zoho CRM API with Postman

  We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:

• Sending possible. Receiving not possible.

  We are not receiving mail in our company email. Could you please solve this. It has been recurring and I want it to be resolved once and for all. Please help.

• How to find the number of companies within contacts

  I'm trying to track our database growth and want to find out how many companies we have in our database. is there an easy way to do this? Moderation Update: I'm locking this post, as we have an ongoing discussions in this linked post. You can follow the

• Want to setup automation

  I would like to send mail automatically after 7 days when stage is approved using Bigin Automation. Can you guide. I tried and attached the screenshot but it seems to be not working well.

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• Feature Request - Approval Processes

  Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry

• What is VoC "Unique count", counting?

  Using the "Response based sentiment analysis" dashboard, here is our VoC "Overall Count by Sentiment" VoC uses Zoho Survey and email...and we have almost certainly touched (via email) more than 401 Contacts since January 1, 2025.

• Knowledge base articles is now available in the Zoho Desk mobile app!

  Hello all,   As a customer service agent, every day you might have to deal with many questions and issues reported by the users. With Knowledge Base, you can reduce the issue resolution life cycle for your organization.   We are delighted to announce that we have brought in support for 'Knowledge Base articles' in the Zoho Desk iOS mobile app.  This feature is already available for Android users.   KB articles are available to iOS users in the latest version of the app (v2.4.9). You can update the

• Document data extraction and import into CRM.

  I've been trying to solve this for a while and I can't come up with a workable solution: In our business, we utilize many subcontractors around the world (without Zoho user accounts) to produce reports and client sites which they then submit back to us

• Notifications API - how to handle channel expiry

  The Documentation doesn't give a lot of detail on how the Notification API should be used. Am I correct that I can only open a channel for a maxmimum of 24 hours? And once the channel_expiry date has passed, I will no longer receive notifications? What

• Introducing ICR in Zoho CRM: Transform your printed text into digital data

  From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses

• Sync Books quote value into Deal amount

  I have books integrated into deals in CRM and I want to sync the quote value into the deal value automatically. Can anyone provide me some guidance?

• 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

• Zoho Books | Product Updates | April 2025

  Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format

• Filter a report for a specific bank and a specific transaction type (interest income)

  I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I

• Pin multiple columns and adjust column widths in CRM subforms

  Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

• Exchange Rate Updates

  Hi, It would be great that when you work with multiple currencies, the exchange rate updates automagically every day (as seen on Zoho Books) or at least that when you create/update an opportunity the exchange rate could be manually updated, or maybe both!

• How can I switch from inches to centimeters?

  Hey Zoho-Team, I tried to switch to another measuring unit. Inches are not used in Europe, but i couldn't find an option to use metric units. How can I switch the ruler, tabstops, positions of elements and everything else to the metric system? Thank you.

• Add Video block needs improvement

  I regularly send out links to videos in my campaigns and I find that built in video block is never good enough to use in my campaigns, so I have to make a thumbnail in Canva and upload it or screenshot the actual video on YouTube. The concept of the video

• Function #35: Close all tasks associated with a lead and create a new task.

  Welcome back everyone! Last week, we learnt how to close all tasks of a deal depending upon the deal stage. This week, let's look at a custom function that lets you close all of the tasks associated with a lead while simultaneously creating a new task, like when you need to halt all progress towards a lead while the lead is not available at the moment but create a reminder task. Business scenario: The success of a company, in one way or another, is determined by the leads it gets. Each lead is just

• No Teamspace found in CRM Sandbox

  I created a new Sandbox and selected a custom Module I have admin role but still when I open the sandbox I get this, how can I resolve this

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