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• Sticky Posts

• Zoho People 2.0 Help Manual

  Hello All, Zoho People Help Documentation is now available at this link. Please go through and get in touch with us at support@zohopeople.com in case of any questions. Regards, Hemalatha Chandrasekaran | Zoho People

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Recent Topics

• End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, 10.13, and 10.14

  Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, 10.13, and

• How can we find an expert in Zoho Loyalty Program Thrive?

  Hello everyone, We are looking for a Zoho expert to help us set up Zoho Loyalty Program Thrive for our e-commerce store, aiming to increase customer loyalty and encourage repeat purchases. We need someone with experience in: 🔹 Setting up and customizing

• Tip of the week # 40 - Customize your sidebar for easier, more efficient inbox management.

  Is a cluttered sidebar slowing down your work and making it harder to focus on what’s important? Zoho TeamInbox allows you to customize your sidebar to fit your needs, making it easier to manage your shared inbox. You can temporarily hide thread views

• INVALID_DATA Error While Setting Date Field in Client Script of Details Page

  I am trying to detect the Stage change on Details(Standard) page (with the stepper section), then update Stage_Updated_At (Date) field with today's date. Thanks to @Ishwarya SG 's direction, I found this topic and I managed the first part

• Writer Merge and Sign OAUTH API Call error.

  Trying to send a request to the Merge and Sign API. I keep getting "Merge data not found. Please try again with proper merge data." Request is sent via JS axios call. We use the same exact data inside a CRM function and everything works. Followed the

• Cases module mail merge

  Hi Guys  Is it possible to use fields from the cases module within the word mail merge ?  I dont see this option in the word mail merge application. Thanks  Chris 

• Limiting Knowledgebase Access To Logged In Users

  Hello, how can I restrict access to our Knowledgebase to only logged-in users? Our KB is not meant to be accessible to anyone. However, anyone can create a ticket. Thanks! Frank

• Time field is empty text in pivot chart report

  Hello all, I am currently trying to create a pivot chart, where the y-axis is supposed to be a total sum of time. The problem Im facing however is actually using the field, where my metric is stored. It shows up as a simple time field in the form builder.

• Creating Packages

  Hi I am trying to create a database for my company. I need to create packages from individual products. I have added products ie item 1, item 2 and item 3 I need to create a package where Package A will have items 1 and 3 Lookup only adds one product

• DELETE EU VAT ID FORM MY ACTUAL INVOICE ADDRESS FROM MY ACCOUNT

  WE NEED TO DELETE (NOT CHANGE) THE EU VAT ID FROM OUR INVOICE ADDRESS. WHEN WE TRY TO LEFT IT BLANNK, AGAIN SAVE THE OLD EU VAT ID. YOU ARE SENDING US FALSE INVOICES WITH FALSE DATA

• Zohoo Flow - Cisco Webex

  Hello, Is there any integration planned between Zoho Flow and Cisco Webex. We have a lot of customers using Webex for Chat and Meeting/Calling. It would help a lot to be able to integrate it with flow. Thanks

• How do I enforce MFA for all agents in Zoho Desk

  We use Zoho Desk. Enabling MFA is an option at the individual user level - so they can enable/choose MFA for themselves or not. We need to enforce MFA - so there is no option. How is this done?

• Can't connect Instagram to Facebook to work in Zoho

  I'm pulling my hair out here. I know this is not a problem with Zoho, really. But since Facebook provides absolutely NO support for their own products, I was hoping someone here can provide some insight or help. I cannot for the life of me get my Instagram business page to connect to my Facebook page. I have authenticated fine, but after that, trying to connect the page to the Instagram profile never works.  I've spent hours upon hours researching and going through the steps over and over, but something

• Twilio with Zoho CRM

  Hi! We want to integrate Twilio with Zoho CRM and Bookings. On Zoho Market Place, the only integration with Twilio that allows calls, is one made Ulgebra. Is there any other integration? Either native from Zoho or Twilio? If not, as anyone tried the one

• Option to Disable Automatic Email Notifications in Zoho Writer

  Dear Zoho Writer Team, In Google Docs, there is an option to disable email notifications when granting access to a document. This feature allows us to share the document's link manually through our email instead of relying on the automatic notification

• Making blog for members only

  Is there a way to make the blog page in Zoho Sites members-only like you can with every Zoho page through the "Access Restriction" settings on a per-page basis? I want a few of my pages to be accessable to the public but for the blog to be private until they sign up.

• No upgrade path from Zoho Workplace to Zoho One

  Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There is no clear upgrade path. Thanks.

• Integrate Webflow Newsletter Submission in Zoho

  Hi, My website is built with Webflow, and I have a popup for newsletter subscriptions. I would like to integrate it with Zoho so that email addresses are automatically added to Zoho, allowing me to create a weekly newsletter. I’m very new to both Zoho

• "you are nto allowed to delete and contacts.." and other issues

  "You are not allowed to delete any contacts as you have already exceeded the maximum limit to delete contacts from this org. For further details, please contact our support support@zohocampaigns.com." I am trying to delete all contacts to start fresh.  Every time I try to delete anything the message above is what is received.  The ones that have been deleted already do not re-sync, so I want to start from scratch.  Please advise!

• Deals Stage Change From Stage Stepper Not Detected by Client Script

  Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in the

• Can not delete any more contacts

  Hi There, I have been testing Zoho Campaign (Free Version) recently & find it quite okay for a while. Try to delete the contact list but it seems that I can't delete it anymore. (Reach maximum limit) Is there any way for me to delete it without asking

• Add option "Avoid custom home pages" to profiles

  We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed

• Copy Creator file field to CRM file field.

  Hello, I am trying to transfer the content of a Zoho Creator record afer form submission to a new CRM deal record with a deluge form worklfow. I am trying to see of I can transfer the files fields. creationMap = Map(); if(Revendeur == "IEL Technologie

• Visitors sending message via Whatsapp are not saving on contacts

  Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

• Email alias to create task in a specific task list

  How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and

• Unable to add custom fields as columns in projects table

  We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctant

• Linking Two Existing Organisations

  Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite that

• CRM portal: no Create/Edit options available for custom module

  I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enable

• Weekly Tips: Clean Your Inbox Using Email Scrubbing

  We all know the struggle of an overstuffed inbox—those unwanted newsletters, outdated notifications, and repetitive messages that clutter our inbox and slow down our productivity. Over time, these distractions pile up, making it harder to find the messages

• Show Contact ID on Reports

  I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.

• Restrict Sales Order creation if Account Type is a certain value

  I'd like to restrict a sales order creation if AccountType on Account is a certain value - what is the best way to accomplish this?

• Zoho Creator Page, how to display detail view of a record

  Hello, i am not that knowledgeable in coding and am trying to figure things out as i go. but i am trying to get it so that when a user clicks on a "Page" i have in zoho creator, i would like it to display the detail view of a record assigned to the logged

• [Webinar] Zoho Writer for law firms and legal professionals

  Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically

• Lookup or Formula Field, which to use?

  I have a field in called Primary Business in the Accounts Module and I want the contents of that field to populate in a field in the Contacts Module called Accounts Primary Business. My preference is that it populates right away. I've tried both lookup

• Cannot add IMAP account to "new" Outlook

  Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

• Restrict ability to create Sales Order for an account if accountType is not set

  I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?

• Invalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk

  I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""

• Where can I find the API names of Items in Zoho Books?

  I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!

• Saving slide elements

  I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?

• Planned time in sprints

  Hi. In our sprint planing, we usually set estimated times to do tasks. In the sprint's dashboard we can see the number of tickets assigned to the team members. Ho would I show the estimated load on the team members - time wise?

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