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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

• How can we send as attachments photos of an subform upload field?

  I have a subform with name Photos and a subform upload field with name Camera_Photos. I would like when someone adds photos in these subform then to send these photos as attachments in an email using the sendmail function Does anyone know how can i do

• Essl Biometric Integration with zoho creator

  Dear developers, Is there any efficient way to connect ESSL BIOMETRIC with ZOHO CREATOR with less code?

• Levenshtein Distance in Zoho Deluge (Because Why Not?)

  Ever wanted to run a Levenshtein Distance algorithm inside Zoho Deluge? No? Me neither, but I did it anyway. I built a fully functional fuzzy matching system inside Zoho, brute-forcing a dynamic programming solution using Maps and recursive list generation.

• Zoho Desk Ticket Windows are smaller

  Hi Zoho, All of a sudden your ticket windows have become smaller, any idea on what's happening? FYI that my browser window size for Desk is 100% But on my general dashboard view, it's fine.

• Issue with Passing Leads.Lead Id in Extension Button and Opening URL in Iframe

  Hi everyone, I’m currently developing an extension and have run into an issue while trying to pass the Leads.Lead Id in a URL and open it within an iframe. Here’s what I’ve done so far: I added a button in the "View Page" and selected the action to "Invoke

• Track Partially Raised PO from Sales Orders

  If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track the

• OAuth integration issues

  I'm experiencing persistent OAuth errors when trying to connect Make with Zoho API. I've tried multiple approaches but keep encountering the following issues: First error: 'Invalid Redirect Uri - Redirect URI passed does not match with the one configured'

• Homepage not assignable to group

• Multi-select pick list "Combo Box"

  I would like to suggest a new field type (or upgrade to existing type), the combo box. This is a single or multi-select pick list that includes the option to type your own entry into the field via a text field. This could be achieved by appending an "other" option to the field options; once this option is selected a text field would appear that allows you at enter your own option. This option would then be added to the select list once saved. This means standard users have the ability to add new

• Bulk Delete Images

  How do I bulk Delete Images from Zoho Campaigns. We have been using the Zoho since 2019 and can still only see the option to delete images one by one and we have a lot of old Campaign imagery we don't need anymore. Thanks!

• Workflow to auto close Open Deals after 7 days?

  I want to set up a Workflow to Automatically close Deals as Lost after 7 days from their created date, (Regardless of activity or not) I am new to Zoho however I read 2 different ways to do it. 1 required to create a custom Date field and the other looked

• Restore Report in Zoho Creator After Changing Report Type

  I created a report in Zoho Creator and have been using it regularly. While editing, I accidentally changed the report type, and all the fields disappeared from the report. I am using the development version, but I don’t want to revert all the changes

• Zoho CRM Error message #2 : Fixing [Invalid Credentials] and [Authentication Fail] while configuring IMAP

  Hi Everyone! As a part of our Zoho CRM Error messages series, we're going to focus on couple of error messages that you might encounter while configuring IMAP and ways to resolve them. These are: [Invalid Credentials] [Authentication Fail] The annoying

• I'm so confused by the new (?) look

  I've been off Notebook for a long time, neglecting the app and never visiting the website. I decided to renew my commitment to it. It looks completely different! When I logged on before (app or browser page) I'd see a very pretty display of my multiple

• Connect to Zoho Reports via MS-SQL Server

  Hi there, I have a premises MS-SQL Server and we are trying to get all tables/fields information about our current subscription we have and I wondering how can I connect from my local DB to your ZOHO DB to begin extracting information and combining with different datasets to generate an internal analytic dashboard. What would be the best approach? Or is there any way that I can download report on a weekly basis, if so. How can I generate it? Thanks for your help

• 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.

• Apple Messages for Business in Omnichannel communications?

  Hello, Apple launched "Apple Messages for Business" but Zoho CRM or Zoho Desk don't appear in the list of possible integrators. Zoho already promotes https://www.zoho.com/crm/omnichannel.html Omni Channel integration, but Apple Messages does not yet appear.

• 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

• It would be good to have some kind of notification, either visual or sound-based, when Zobot handles a conversation

  It would be good to have some kind of notification, either visual or sound-based, when Zobot handles a conversation so that it can be monitored. This is because many times I don’t realize when Zobot has assisted someone until I later see the closed chats.

• 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

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