• Why can't you make a layout rule based on a lookup field?

  Hello :) I am wanting to build a layout rule based on the selection of a lookup field. I have 3 fields that I want to hide for all options, but only show one if the lookup is one of the 3 options needing the extra field. It doesn't seem to give me the

• What to do with Leads coming in from an existing Account

  Hello We have an integration with our webinar/content host and any new sign ups come as new leads in Zoho It's not impossible for these leads to be working for an existing account, just someone we have yet to interact with In this scenario, would we keep

• Kanban doesn't trigger workflows

  Hello, Im trying to use a Kanban view of my list, but i'm noticing that moving my objects on the kanban doesn''t trigger any workflow, anyone else having this problem? I have a form edited sucess workflow, and it doesn't work if i edit the "deal stage" trought the kanban view, only if i edit it.

• TeamInbox Projects Integration?

  Are there plans for TeamInbox and Projects integration?

• Access demo forms other than developers in Zoho Creator 6

  Can zoho creator 6 users other than developers test forms in the development/stage? just want to see the form view. The current condition of the form is being released, and want to make changes. But the user wants to see the changes first before publishing

• Teaminbox whatsapp integration not working since saturday

  Hi, I dropped an email to support@zohoone.com and a web form. But I didn't get any responses. I checked the whatsapp link via the setup > Organization > Organization > Channels, and checked the whatsapp accounts in facebook business portfolio, it's all

• Bulk Edit Issue

  Now the record Bulk Edit execute the Script On Edit --> On Success, But it was just update the selected field in Bulk Edit. Sample: If I want to update the Status field only to "Canceled" but the Status will be updated to "Completed". based on the script. Please advice about new Bulk Edit behavior. Omar

• Zoho thrive Loyalty Program setup

  I have tried to set up my loyalty program with zoho thrive on my website but its not working kindly help me step by step how to set up it.

• How to bulk update lookup fields

  "I have a primary key named Product SKU in one form called Master SKU (which contains details like price, color, size, etc.). I also have another form called FBA, which has the same primary key, Product SKU, and contains stock quantity information for

• Resource booking functionality questions

  I'm exploring the resource booking functionality in Zoho Bookings for my organisation's needs. I have a few questions about the available Zoho Bookings functionalities. Is it possible to force all users to sign up for an account before they book a resource?

• Power of Automation :: Preventing Infinite Loops in Zoho Projects - A Smart Approach to Task Workflow Automation

  Hello Everyone, Today, we’re excited to share a smart solution to a common issue in Zoho Projects: Infinite loops caused by Task Workflow Rules and Custom Functions. Use Case: In a task layout, the two custom fields—Gross Rate (GR) and Net Rate (NR) —are

• Is there a way to make the new tab button open a new cloud document?

  I'm coming from Google Docs. Plus, is there any way to have a set a default font? I'm using the desktop app and I prefer the options I can get through the cloud documents. I want the convenience of just opening a new cloud document rather than doc that's

• Unable to send messages to multiple email addresses

  Hello Zoho Team, due to changes in our company's policies, some announcements will need to be sent to multiple customers (up to 100) via email. The following error is returned during the current test: Unable to send message; Reason:550 5.4.6 Unusual sending

• Tip of the week #47- Setting response time goals

  Have you or your team ever sent a late reply to an important customer, or worse, missed it completely? That can lead to disappointment or frustration for your customers, especially if they were counting on your response. And let’s be honest, no one wants

• zeptomail not working on production

  We are using Zeptomail in our nodejs project. It works well on the development environment but when pushed to production we stop getting emails. We need this fixed Asap

• macOS Sequoia - FYI

  Just a heads up for anyone thinking of trying the Sequoia Beta 1 that was released just yesterday, that Workdrive Sync doesn't work. So if this is important to you I would suggest holding off trying the Beta until Zoho resolve the version issue.

• 552, b'Your IP Address is blocked from further use.'

  I suddenly got this while using SMTP to send emails

• Zoho Marketing Automation Cannot Sync Lookiup Fields

  Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!

• mixing different licenses

  I have a forever 5 free account. I was wondering if I could add 1 paid license and keep the other 5 free ones or do all the accounts have to be upgraded? Thanks, Sid

• Budget roll up

  If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travel

• is it possible to get job wise (invoice) profit?

  HI Team  Greetings i need a Help.. recently i migrated zoho books to  my clients. previously we use quickbooks . Then when ever we need we can get the reports job wise or invoice wise profit margin ( invoice-COGS-Expenses)in QB.is there anyway to get 

• Not able to see "RETAINER INVOICE" in my tab or in General Setting

  As you can see in the attached screen, i am not able to see retainer invoice option in my main/home screen or even get option to check or uncheck in general setting can anyone please help, if they have encountered such issue

• Change Background in PDF Template

  Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you

• Download email snippets

  Is there a way we can mass download agent-created email snippets?

• Zoho Desk & Tasks

  Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we

• CREATING A PACKAGE SHIPMENT DIRECTLY FROM INVOICE

  Hi, In zoho books i can create a package, shipment and delivery only if i am putting a sales order. If I am invoicing a customer without a sales order, then how can i track the shipment details, package and delivery details for that invoice. Please help.

• Journey : "Added to segment" trigger doesn't work automatically

  Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,

• Zoho People U.S. Compensation Setup

  We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply

• Workflow Logs

  How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?

• What are the consequences of renaming a picklist value?

  What are the consequences of renaming a picklist value?

• Integrating Zoho Creator with Google Drive

  I am interested in using Google Drive as a convenient repository to push files from file upload fields in my creator app. I am wondering if people have come up with best practices for this or even how viable it is. https://developers.google.com/drive/api/guides/manage-uploads#simple

• Deluge Script to Reopen Ticket if Tasks are not Completed

  I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,

• Option to Manually Add and Verify DMARC Record

  Dear Zoho Mail Team, When configuring a new domain in Zoho Mail, we currently have the option to automatically configure the MX, SPF, and DKIM records. For each of these, we can either allow Zoho to create the records or manually add them to our DNS and

• Create vendor via API

  The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, Vinod

• Can't send zip attachments

  I am no longer able to send zip attachments through SMTP. The server is responding with "5.7.1 attachment policy". I'm not sure when this stopped working, but have sent zip files in the past with no such problem and I haven't set any attachment rest

• Zoho Desk - Archiving Contacts

  Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.

• Mail > Columns

  How do I add/remove columns in Mail views? I sent individual emails to multiple coworkers which I then moved to my Coworkers Folder. When I then view the Coworkers folder, all I see is the Subject (same for all), and the sender (Me).

• Undo/redo when composing Mail

  Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?

• Foreign currencies behaviour

  Ladies and Gentlemen, It's really good to hear that you are developing your product, which I like a lot, but honestly, I'm sure you have much simpler issues to deal with. Foreign currencies operations have a HUGE lack in your product. Transferring from

• I am not able to access linking module on mobile app

  I have created a linking module from two custom module and it is not visible in the app

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