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CRM Custom function updating a module record shows the Super Admin user as the record modifier
Dear Zoho CRM Team, Is there any way to update this so that when a custom function has updated a record the Super Admin user doesn't become the modifier? This happens on the record as a modifier and shows up in the audit logs. It would be more useful
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Switching Between Multiple Zoho One Organizations in New UI
Here’s a polished version in English that you can use on Zoho’s support or community forum: Subject: Switching Between Multiple Zoho One Organizations in New UI Hello Zoho Community / Support Team, I’m currently managing two independent Zoho One organizations.
Reports showing 24hr days instead of business hours
I am not sure what I am missing, I created a report to look at resolution times in business hours but it is displaying hours based on 24hr days. I have business hours set (7am-5pm) and all that functionality is working, the reports are displaying 2 days
Refunds do not export from Shopify, Amazon and Esty to Zoho. And then do not go from Zoho inventory to Quickbooks.
I have a huge hole in my accounts from refunds and the lack of synchronisation between shopify , Amazon and Etsy to Zoho ( i.e when I process a refund on shopify/ Amazon or Etsy it does not come through to Zoho) and then if I process a manual credit note/
Package Geometry
how can i add the dimensions and weight capacity of the available boxes to be default in the system everytime we use it ?
Drag-and-Drop Customization Interface for Help Center in Zoho Desk
Hi Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request regarding the customization of the Help Center in Zoho Desk. 🔧 Current Limitation: At present, Help Center customization options are quite limited through the Zoho Desk
Parent-Child Tickets using API or Deluge
Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the
hide resolution from help centre
to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public
Stop selling out of stock Items.
Hi I have been using Zohobooks for a around 8 month now. I am not involved in selling process but my staff cant stop selling product which they do not hold in stock, this is a big headache for me as physical count never matches what is shown on the books.
Im trying to white list domain dynamically in zoho desk extension
Im trying to white list domain dynamically in zoho desk extension. But it show error Error: {errMsg: 'No entry found in plugin-manifest whiteListedDomains for requested URL'} syntax "config": [ { "displayName":"Shopify Admin API access token ", "name":
CRM->INVENTORY, sync products as composite items
We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,
Importing New Items to be Added to Existing Item Group
How to use the import sheet to import new items to be added to an existing item group. The import gives me an error that the item group name already exists and won't proceed. If it's possible, how should my import spreadsheet should look like?
Sortie de Zoho TABLE ??
Bonjour, Depuis bientôt 2 ans l'application zoho table est sortie en dehors de l'UE ? Depuis un an elle est annoncée en Europe Mais en vrai, c'est pour quand exactement ??
Create PDFs with Text so that we can copy from a generated PDF
Currently, any information that a user enters into a field cannot be highlighted and copied from the PDF that Zoho Sign renders. For example, if someone were to provide a phone number in a Zoho Sign text field, you would not be able to copy the phone
Multi-Select lookup field has reached its maximum??
Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?
Sync failed: Invalid Date value
Hi, I have a local .sqlite database. After importing one table through the Databridge, and produced my dashboards, I cannot sync. I get an error regarding the date column: [Line: 2 Field: 4] (2018-07-12) -ERROR: Invalid Date value The data found at the
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
Zoho Payroll US?
Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when
Zoho Developer Community Monthly Digest – May 2025
Hello everyone, Welcome to this month’s Zoho Developer Community Digest! From fresh product insights to hands-on tech sessions and standout community threads, there's plenty here to keep your ideas flowing and your skills sharp. Be sure to explore our
Posibility to add Emoticons on the Email Subject of Templates
Hi I´ve tried to add Emoticons on the Subject line of Email templates, the emoticon image does show up before saving the template or if I add the Emoticon while sending an Individual email and placing it manually on the subject line. Emoticons also show
Timesheet in project not visible to invited users.
We are using Zoho Projects and have enabled the client portal so our clients can access both Projects and Timesheets. However, while the client can see the project, no timesheet entries are visible. How can we resolve this issue?
Unveiling Cadences: Redefining CRM interactions with automated sequential follow-ups
Last modified on 01/04/2024: Cadences is now available for all Zoho CRM users in all data centres (DCs). Note that it was previously an early access feature, available only upon request, and was also known as Cadences Studio. As of April 1, 2024, it's
CRM: related table using module queries, are links possible?
Hello. I was exploring the possibility of using a module query to get a filtered related list. For example, I'm using a Canvas custom details page and if an account has an open deal I'd like it to appear at the very beginning of the account page, with
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
Zoho Creator Migration
After migrating our account from the Indian data center to the US data center, we are unable to log in to Zoho Creator using our existing credentials. We attempted to sign in at https://home.zoho.com and directly at https://creator.zoho.com using the
Scheduled outbound calls
How do you mark a scheduled outbound call as complete? I see no way to change the status.
How to see exact clicked links in CRM from Zoho Campaigns ?
Hi, I'm wondering how I can see the clicked links from an email sent from Campaigns when I'm in a campaign in the CRM module. I can see the number of clicks but I need the sales team to be able to see which link has been clicked by a prospect or contact.
Blueprint - Mandatory file upload field
Hi, File upload (as we as image upload) field cannot be set as mandatory during a blueprint transition. Is there a workaround? Setting attachments as mandatory doesn't solve this need as we have no control over which attachments are added, nor can we
Email parser rule will only parse emails with an exact match? What madness is this?
I finally got myhead around deluge and scripting, but wondered why my parser wasn't working. (https://help.zoho.com/portal/en/community/topic/extract-11-digit-number-in-any-position-from-enail-subject) Problem: There are *zero* characters or phrases that
How to add a fee based on payment method
I currently accept both ACH payments and credit card. I want to add a 3% fee to a number of my subscription plans if the customer chooses to use a credit card (and not ACH/checking). How do I do this? Is there an in-built feature, or would i have to create
Condolences and Prayers Following the Ahmedabad Plane Crash
Dear Zoho Team, We were heartbroken to learn about the tragic plane crash that occurred today in Ahmedabad, as reported in the news. On behalf of our entire team, we want to extend our deepest condolences to everyone at Zoho and across India who may have
Share saved filters between others
Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks
Introducing Screen Share with Audio
Share your entire screen or just the chrome tab with audio for more engaging presentations. Your audience will hear sound just like you do, whether it's a video, demo or any other content. This is ideal for training sessions, team meetings, and client
CRM Analytics - Elegant Comparator
Anyone noticed a wierd thing on the Elegant Comparator on CRM... Compare Among - Time Period - Last 6 Weeks... only 5 weeks show Compare Among - Time Period - Last 5 Weeks... only 4 weeks show Compare Among - Time Period - Last 4 Weeks... only 3 weeks
Multiple Selection/Select All for Approvals
I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to
Multiple locations but one parent company
I am trying to configure my accounts that have multiple locations under one parent company to show separate locations in the portal.
The Social Wall: May 2025
Hey everyone, We're excited to share some powerful updates for the month of May! Let's take a look! Reply to your Instagram and Facebook comments privately through direct messages Are you tired of cluttered comment threads or exposing customer queries
Copy Templetes from one module to another in Zoho Books.
Hello, I have created a Custom Module in Books for GST Invoice. I can see only 1 Invoice Templete over there. Can we clone or copy Invoices Templetes from Sales Module of Books into Customer Module.
Enhancements in Bookings browser extension
Greetings from Zoho Bookings! We're here with another update to make your scheduling even quicker. We have enhanced our browser extension with three significant features: Copy slots to email Gmail integration LinkedIn integration Copy slots to email This
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