Recent Topics
TEMPLATES FOR QUOTES
Hi I am facing a lot of issues in creating a template for a quote with discount in ZOHO, we are unable to maintain alignment in our quotes . We have tried lot of things and still cant manage to get this basic thing right. Various emails to the ZOHO was
"Invalid entries found. Please correct and submit again." error needs to be clearer
Hi Zoho, We have had many users email us in frustration because they get the "Invalid entries found. Please correct and submit again." error and get angry because all they see is an unclear error and they think they have to start over. They are not aware that there is a red error message on the field indicating the problem after they click OK. Many are abandoning the form. Please add information to this error such as: Invalid entries found. Please correct and submit again. Click OK to go back
Seperate Mobile Editor for Zoho Sites
I'm using Zoho Sites more than 2 years on my company. We have tried a lot of solutions in order to solve mobile displaying issues but honestly, Zoho Sites is not working for mobile. It is mainly focused on desktop. We have tried so many implementations and optimizations on mobile pages but it is not working for us. It urgently needs a seperate mobile editor. As considered, mobile experience has a huge part in the SEO Rankings, we need to have more capability and unique features on the mobile side
How to Add and Manage Flexible Shift Patterns in Zoho People
I am managing a team of 40 employees and need to set up flexible shift patterns in Zoho People. Previously, I was using BrightHR, where creating a rota was simple with drag-and-drop functionality. In Zoho People, I find it more complex to assign shifts
Trigger an action when a Product item is added to the Deal's Product Related List section?
Hello, Is it possible, via workdlow, to trigger an action when a Product is added to the Deal's Related List section? Thank you Moderation Update: We are locking this post as a similar discussion is ongoing in the linked post below. We encourage you to
Removing or dissociating contacts from deals
Hi all, I am working on creating an intuitive system within the CRM to deal with old contacts who have since left the company. We still want to keep them in the system, but do not want them attached to their old accounts or deals. What I've done thus
How can i Customize Delivery Note?
I need to customize delivery note like change the tittle for language purposes and also include only the balance due
【Zoho CRM】翻訳機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から翻訳機能のアップデートをご紹介します。 今回のアップデートにより、翻訳機能が拡張され、さらに多くの言語に対応できるようになりました。 またこれまでは、「見込み客のデータ元」の選択リストの値や商談のステージ名といった、特定の値については画面の設定言語を変更しても標準言語のままで表示され、言語変更が反映されませんでした。 今回のアップデートにより、そのような一部項目にも言語変更を適用できるようになります。
Zoho Visual Editor Not Opening
Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading... Do you know why it is happening. Thanks in Advance Regards Rajat
Edit HTML of forms? Add autocomplete="off"?
Recently I've noticed that something — one customer suggested it was Chrome — is auto-filling one of my form fields with the customer's address. The field is a textarea that has nothing to do with the address — it's just a comment field. I'd like to be
Standalone function is not working
Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function
Function went from fine to nonfunctioning without change
url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);
Can I give access of my Zoho Spreadsheet?
Hello Everbody! I work with a travel and tourism company, and my job is to record the data of clients of the company. And I use zoho for my work. So my question is can I give access of my sheet to the clients and my company. Kindly guide me. Thankyo
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks
Zoho mail stopped receiving emails
My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP
My email client shows no emails anymore
I let my account expire due to old payment method. I repurchased it I turned back on IMAP Then all my emails disapeared. Everything is fine in the webview and and zoho mail app
Invalid Domain
Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks
URGENT - Issue with outgoing mail
I am receiving mail but atm can not send - and not being given any code/reason as to why?
Impossible d'envoyer un message :Raison :553 Relaying disallowed. Invalid Domain - masertech.ma
Bonjour, J'ai renouvelé mon abonnement mais j'ai le probleme de domain.
Email SPF Hard Fail
Hi, can you help me to understand why email rejected? Paste error: This is the mail system at host pdx1-sub0-mail-mx206.dreamhost.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below.
Create a Zoho One Dashboard to show To Do List (Task List) across ALL Zoho Apps
To increase productivity we need ONE dashboard to show the day, week, month's tasks that are due across ALL Zoho Applications. At the moment we have to open CRM tasks, People Tasks, Project Tasks, Recruit Tasks etc to see what needs to be done for that
Enable Timesheet for Client Users
In Zoho Projects, the client users can log work hours in timesheets and track the time spent on tasks and issues. This permission can be enabled only by the portal owner or the admin. For instance, If the administrator wants a client user to add the time
How to Create and Edit Advances in Zoho Expense Using Deluge?
Hi everyone, I am working with Zoho Expense and need to manage Advances (Advance Payments) using Deluge. I’ve familiarized myself with some basic functions, but I have specific questions about how to create and edit advance records: Creating Advances:
¿Cómo publicar mi pagina web zoho?
Arme una pagina web en zoho, al querer publicarla seguí los pasos y pulse en publicar, pero no se publico. Ya pasaron 2 días. podían ayudarme.
Recruit - How to Force a Job Opening out of a Blueprint
In past versions of Zoho Recruit, there was the ability to create a custom button on a record's page that would evoke a URL that would force a record out of a blueprint. What is that URL or is there a better way to force a record out of a blueprint?
Candidate portal - email templates
with candidate portal - email notifications, Is there a way to change who the email is "from"? Looks like it can only be sent by a user. so every candidate that applies, gets an invite email from the same recruiter in the organisation. We would like to
Embedding Zoho Form on Numerology Calculator Page for Lead Collection and Tracking
Dear Zoho Forms Community, I hope you are doing well. I am currently looking to enhance the user experience on my numerology calculator page by embedding a Zoho Form to collect leads. My primary objectives are: To have the collected leads automatically
Email notification is not working
Could you please check the email notification of our account, we are not receiving any email notifications after form submission, we have the email template set up and received them at the beginning going to our SPAM, after I set "Not Junk" in outlook,
Email Notification Quota
Dear Zoho Team, I understand the Basic Plan has a limit of 10,000 submissions per month. Could you clarify the quota for email notifications? Specifically, can it send up to 2,000 email notifications per day? Thanks in advance!
How manage to hardware and software contracts.
So I have been tasked with setting up on crm a way of managing our software and hardware contracts. with a filter switch, so if they are no longer on say a hardware contract but still on a software, we would like the history about the hardware contract
Introducing the Get to Know Deluge series!
Hello users, To help users unlock the potential of Deluge, the Zoho Deluge team has launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities.
Used & Non used Inventories
I have a list of used inventories with campaign names and creation dates. I want to show the count of used and non-used inventories in a dashboard with a date filter (like last 30 days, last 3 months). I’ve written a query for the count, but the date
Gain user-based AI insights with Sheet View
Zoho Sprints is AI-ready when it comes to analyzing your organization’s users. We can process the user data available in your Zoho Sprints workspace and provide you with real-time insights, helping you understand user contribution, efficiency, and other
INVALID_TOKEN CREATING LEAD
An error occurs when create token with curl "https://www.zohoapis.com/crm/v7/Leads" -H "Authorization: Zoho-oauthtoken HIDE" -d"@Lead.json" -X POST I can read leads, but I cannot write them. The permission are: ZohoCRM.modules.leads.ALL ZohoCRM.modules.deals.ALL
Creating Custom fields controlling visible lines?
I am very new to Zoho however I do not see anything on the Multiline line field creation that lets you control how many visible lines will show after data is entered in. I would have thought there would be a setting once you go into the Edit Properties
Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications
Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using
Live webinar: Zoho Show for SMBs
Hello everyone, We are excited to bring you to our first webinar of 2025! This time, we’re focusing on SMBs and exploring the role of presentations in pitching business ideas or solutions. We’ll also look at how Zoho Show gives you a wide range of tools
Mail Merge Document linked to Wrong Module
I've typed up a big document and realised its linked to the wrong module (Jobs). Is there a way to change this?
How do you create multiple notes? - I keep writing over same note???
APPLICATION : ZOHO NOTEBOOK (Jan2025) How do you create multiple notes? - I keep writing over same note???
How to search Locked Record?
Hi, I have script like below, however seems this cannot search those locked record. what para I can add to search locked record? var invoice_info_list = ZDK.Apps.CRM.Invoices.searchByCriteria("(Sales_Order:equals:"+ so_record_id +")");
Next Page