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• GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

  ¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la

• Recent Topics

• Can we make Transfer Orders based on Physical Stock?

  We are a manufacturing company and prefer to manage stock in "Physical Stock" mode. But if we don't have enough available quantity in "Accounting Stock", we couldn't make Transfer Orders, right? Is there any work around with this issue?

• Why is my Lookup field not being set through Desk's API?

  Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,

• Ticket template - Send email to multiple contacts

  Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each email

• Zoho desk domain mapping not working

  Hi, I have followed this knowledge base support from your zoho site: https://help.zoho.com/portal/kb/articles/support-customers-from-your-own-domain-domain-host-mapping . First created a sub-domain(support.website.com), then went to zone editor to point "support.website.com" to cname desk.cs.zohohost.com . But it won't work out. What did I lack? Please I need it very much. Please see images below of the result: Please see below images of what I did: 1.)  2.) 3.) Hope to hear from you soon.

• Zoho Analytics pulling data from Zoho Sheets and Zoho Forms

  It would be smart to have Analytics import data from Zoho Sheets or Forms. 

• Exporting Presentations with Embedded Integrations

  I am embedding Zoho Analytics charts and tables - how can I export the presentations so that the embedded images show ? At the moment it just shows broken images . *note* I do not need the exports to have the live data or links - just a snapshot of what

• Embedding Zoho Analytics - is the data always 'live' ?

  When embedding "live" Zoho Analytics data into a template with the intention of creating a monthly presentation - how are the embedded filters saved ? When a filter is applied to a presentation from a template is it then fixed for sharing or will it always

• Zoho Flow Doesn't Detect Desk Ticket Custom Field Change

  I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

• Weekly Tips: Track Email Engagement with Read Receipts in Zoho Mail

  While email is a convenient and widely used way to communicate, it doesn't offer the immediate feedback you get from face-to-face conversations or phone calls. When we send an email, there is no way to know for sure if the recipient has acknowledged its

• Reusable Variables

  I’d like to know if there’s a way to store variables in Zoho Analytics that I can use in metrics or calculations. For example, I have a Currencies table that stores the value of different currencies over time. I’d like to use the value of the US dollar

• HTML Code + Writer Documents

  Hello, I am in the process of writing a couple of documents in Writer. Both document will have 2 versions each. One version being a freebee that perspective clients can download from my website. The other version will be a paid version, and additional

• Audit Log: Detailed View and Export for Better Tracking

  Audit log tracks all the events or actions performed by the users and displays them in a sequential order. By default, all users who have admin access can view the audit log. We have added new features to the audit log that will enhance the user experience

• Display All Admin Roles in Zoho One Admin Panel

  Hi Zoho One Team, I hope you're doing well. Currently, in the Zoho One Admin Panel, we can see Org Admins and Service Admins assigned to specific applications. However, admins assigned at the organization level for various Zoho apps (such as Mail, Cliq,

• Enable users to create and edit presentations in your web app using Zoho Office Integrator

  Hi users, Did you know that your users can create, edit, and collaborate on presentations from within your web app? With Zoho Office Integrator's embeddable presentation editor, you can easily add these capabilities. Here are the highlights: Create presentations:

• Forced Logouts - Daily and More Frequent

  In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.

• I can buy a Domine

  I need assistance with an issue I'm experiencing. Whenever I attempt to purchase a domain, I receive a message that says, "We ran into some trouble. Please try again later." I would greatly appreciate any help you can provide. Thank you. Please refer

• Zoho Customer Statements open item and NOT balance brought forward

  How do I set my customer statements to open item and NOT just the balance brought forward. I would like the customer to see all the invoices outstanding

• Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process

  Free Webinar! From click to doorstep delivery | Enhance your ecommerce fulfillment process April 24, 2025, 12 p.m. EDT As your business grows into the ecommerce sector, so do the complexities of fulfillment. From managing real-time inventory to handling

• Zoho Books Invoice Enable Payment Gateway with Deluge

  I am using this to create an invoice record in zoho books from zoho crm invoices. I want to add the ability to enable online payment gateway for "stripe".  I can not seem to find one article online on how to do this.  Can someone help? invoice = zoho.crm.getRecordById("Invoices",id);

• Calculating Project Margins and Revenue per Hour in Zoho Analytics Using Data from Zoho Projects and Zoho Expense

  Hello, I would like to know if it's possible to use Zoho Analytics to calculate taxes and margins for the projects available in Zoho Projects, while also including the expenses recorded in Zoho Expense. I’m looking to build a dashboard that calculates

• Having issue adding email account

  Hi Sir/Madam, I having an issue adding an email account (user and group). We have two organization but I am getting an error while adding the account in both User and group. Yet the account is not there. See attached.

• UNEXPECTED RESPONSE CODE: 400"

  Getting this on all new flows created with a Zoho Campaigns connection

• Suburb Categorisation/value

  Hi All, I have a list of suburbs that my company services, they are categorised by value to the business using a letter grade (A,B,C,D). When a lead is created I want the workflow to check the project suburb and then assign the related grade to a new

• Launching AI-backed product recommendations for ecommerce stores

  As Zoho Campaigns steps into its 11th year, we're taking our first step towards artificial intelligence as part of our ecommerce module. Your emails—be they regular or automated— are equipped to carry unique and targeted product recommendations based

• Add Custom Text Fields as a component in Dashboards

  Hi Team Idea: Adding custom text fields as components in dashboards. This will allow those of us creating the dashboards to better segment the dashboard into sections allowing a better front user experience where we are showing different categories of

• FSM API ERROR Code "OAUTH_SCOPE_MISMATCH"

  I am trying to create a contact via the ZOHO FSM API https://fsm.zoho.com/fsm/v1/Contacts I have followed the instructions of the API documentation to Authenticate and Create a contact but I cant figure out what I am doing wrong. Bellow are the steps

• Important Features Missing

  Hey all I love linkthread, but i am missing some important features. I want to be able to include my Google Tag Manager. I have all the important stuff in my GTM Container: Facebook Pixel, LinkIn Pixel, Zoho Pagesense and so on. So i am able to do retargeting

• TaskList at Bottom from API

  When I create a taskList from API the TaskList is always At the Top, I need it to be at the bottom. How can I achieve that?

• Linkthread domain names - none available

  Hi I am trying to add our domain names but they do not seem to be available but I am pretty sure they would not be taken as yet. Does Linkthread recognise .com.au or .org.au domains?

• Setting default values in CardScanner app

  We use the Zoho Cardscanner app. Is it possible to set default values. For instance for "Lead source" to set the default value to "Exhibition". Now we have to manually select that for every card we scan.

• Custom Fields like Discount

  Hi, Is it possible to make a custom field that acts like the discount field in quotes? I would like the option to have the field pop up exactly like Discount but instead of subtracting money it adds money (shipping cost in this case). I would like it

• "Unable To Join Group Call"

  When trying to join a group call within Trident on macOS, I get a popup that says "Unable To Join Group Call". No other explanation is given. Anyone invited to a call should be able to join at all times, even if the organizer has not joined the call.

• Effective project development with integration of Zoho Desk and MS Azure

  Dear partners, We are happy to announce that you can now integrate your Zoho Desk account with Microsoft Azure DevOps. This integration provides an effective way to: Manage feature requests Collaborate with teams Streamline development processes Dispatch

• No-reply email account without taking up a user license?

  I just upgraded our zoho mail account to the paid tier and purchases 7 licenses. When setting up our new users I can't add the 7th one because I have a no-reply email account created to be able to send automated emails from our server. How do I go about having an account like that without taking up a user slot? All it needs is outgoing mail, no receiving or anything else.

• ¿Por qué no te puedes perder los Workshops de Zoholics 2025?

  Cada año, Zoholics reúne a cientos de profesionales, emprendedores y entusiastas de la tecnología para compartir ideas, aprender unos de otros y descubrir todo lo que el ecosistema de Zoho puede ofrecer. Pero si hay una parte del evento que realmente

• Fetch Project's Task by Name

  Why is there no way to fetch a projects task by name? https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I have looked in the documentation but didn't find a way to fetch tasks by Task Name Am I missing something?

• Error when adding an existing user to Zoho Project

  In the Zoho Projects Flow if an existing user is added to the project it results in an error There should be a way to automatically skip adding the user if it already exist in the Project instead of halting the whole Flow

• Cannot Trigger Purchase Receive Flow from Both Books and Inventory

  I have created a flow for Zoho Inventory Purchase Receive Normally the purchase receive is created in Inventory, but sometimes the Purchase Receives gets created in the Books the the flow doesn't trigger Is there a way to trigger the flow whether the

• New VAT Rate for South Africa

  Hi, When will the new VAT Rate be implemented as it is from 1 May 2025, and how will updates etc happen. Will there be a global update function. Thanks

• South Africa VAT increase from 1 May 2025

  Hi Will Zoho Books automatically update the VAT settings from 15% to 15.5% or must it be done manually? The VAT rate is increasing to 15.5% on 1 May 2025, and supposedly to 16% in 2026. Regards Uwe

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