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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

• Subform Client Script

  Good day, I have a subform where users can subscribe to various magazines. I would like to prevent the user from selecting the same magazine twice when adding a new row. Is there a way to prevent the user from doing this? (Can it be done via a client

• Unable to continue the payment of subscriptions

  Hi, I want to make a payment for my email subscription, but I cannot proceed with the payment because my NITKU is invalid. In Indonesia, the NITKU consists of 22 digits, but Zoho only provides 20 digits, causing my NITKU to be invalid. Please help me

• Check-in and check-out time calculation discrepancy as shown in a screen recording

  Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257

• Make list from Workdrive Folder

  Hi, Today, my challenge is to simplify and optimize my drop-down list where I retrieve the list of files present in a WorkDrive folder. I had to create a custom function to replace and display special characters. Then, I need the file ID to open it in

• Associate expenses of an employee

  Hi, This question is for Zoho books team. We give advance amounts to employees and they spend the amount and submit the invoices for the amount. When they submit the invoices, we wish to add the expense to the respective "expense account (HR expense,

• Private message in Facebook

  How can i send a private message to a person that sent a message in a facebook Post.

• Can't sign into any of the Zoho apps on MacBook...

  I click "sign in" and it either does absolutely nothing, or it opens OneAuth and then just sits there. Can't even begin to use them 'cause I can't even login; Vault, Books, Creator

• Analytics - Opened versus Clicked?

  Good day, we have just sent out an email campaign vis the mass email option to our contacts lists and i have noticed that more recipients clicked on the email than opened the email. Can that be and can you explain the difference between the 2 statuses

• Workdrive comment links stopped working.

  I have marked a PDF file with 95 comments, they have worked for a while. When i clicked on them they brought me to the correct page and showed me the outline that i had drew on the plans. The comments included the page number of the outline, but now it

• Deletion of CRM rows giving error

  Hi, I am exporting data from a module into excel workbook. THis works fine... until...I export the same data 10 minutes later and I get duplicates in my sheet. There is code to "delete" the previous sheet but it is giving errors. The DELETION of records

• Weekly Tips: Get Work Done Faster with Zia AI

  Every day brings a fresh batch of messages — meeting invites to accept, client feedback to review, colleagues asking for updates, and the constant ping of new notifications. It's exhausting trying to clear your inbox while wondering how you will catch

• Add clients without needing a client company

  I, like many people, deal directly with individual clients rather than companies. It's really obnoxious to have to add a client company and treat my client, who is an individual person, as a company. Zoho - can you please build in a way to bypass the need for the client to be part of a company? This is a problem in cliq as well - I want to invite my clients to channels in Cliq but needing to create a company is confusing for them and makes them feel as if they don't belong on the app. But that's

• Can't create task programmatically using deluge

  I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went

• Python Code: Calling "Deals" API results in 404 Error.

  Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.

• setVisibility() not working for Subform Fields with Client Script

  I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fine

• Office 365 and Zoho CRM

  Does anyone have this synching properly. I configured it and the Zoho Calendar shows up in 365 but nothing comes from 365 into zoho crm. I have enabled the two way. No errors are being generated. If anyone has some insights I would really appreciate

• How to export Subform Data from a record?

  How can we export the subform data from a record? Currently we can import data, but I found no way to export data from one record I need a simple button to export the current subform data to an excel file, why can we import subform data but cannot export

• Trident: please make right widget column re-sizable

  I'm really enjoying using Trident and think Zoho is doing a great job developing it and adding features without cluttering the interface. However, the one thing that keeps irritating me in daily use is that the right side widget column is too narrow to

• Does Client Script work on Zoho CRM Portal?

  Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!

• Unattended Sessions - Groups and Access

  I would like to see Groups to organize Unattended Computers (what is currently labeled "My Computers") and a way to restrict access to individual users to specific groups.

• Need help in search with formula culums in reports

  Hello, I do not know where to start with this one : I have a customer report with all that was bought and paid by my customers. It can be many records for one specific customer. Ex. Customer A has 1 record for a purchase of 1000 $, and 2 records of payments

• Genie baked into Truesync

  Shouldn't the functionality of genie be baked into truesync? This is how google drive's desktop app works. It's minor but annoying to have 2 things loaded when it seems it should all just be one app. Just an idea.

• File attachments adding date and time to name when uploading?

  I have set up a function that uses the mail merger api to get a lead and fill in the details, it is basic but was just using to test will fill in all the details later, It works perfectly fine the only issue i have is that when it uploads the file into

• Optimizing Zoho CRM & Xero Workflow – Advice Neede

  Hi everyone, We’ve been using Zoho for all CRM functions and Xero for all accounting, but the workflow between the two has become difficult to manage. The business does not want to move from Xero, as it's the accountants’ preferred system, but we need

• Open word documents directly within zoho writer without converting

  There was an article in the help page that said that there would be a feature where zoho writer can directly open MS Word files without the need to convert those files to zoho format. It was said that it would be available by Q1 2023. Here is the article

• Not receiving email at Outlook

  Hi, I've set up the account and can do everything except receiving email at Outlook. Please find print screen below parameters configured and advise what could went wrong. I can send email from both Webmail and Outlook. I could, however, receive email

• To unblock , ensure atleast 5% free space of your total mailbox size exists after email deletion.

  Bom dia, Já deletei todos os e-mails , mas ainda não consigo desbloquear o e-mail comercial@hidrotecnicauberlandia.com.br. Já faz dias que deletei, mas ainda não desbloqueia quando sigo os passos de UNLOCKED ME. Por favor me ajudem.

• Zoho does not send invitation email if meeting is created in calendar

  Problem: I create a meeting in calendar and add attendees. After "Save" button it asks me if I want to send email to all ettendees, I click Send. But none emails are sent. I did try that over outlook (connected thru active sync) or in zoho web mail. Nothing

• Spotlight #7 - Automatic Transitions in Blueprint

  Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic

• Accepted meeting invites not showing on calendar

  I can receive a calendar invite to a meeting, I confirm I can attend and hit accept. I then check my calendar and it doesn't show. 30 seconds later, it does show up but it is delayed leaving the feeling something didn't work correctly. Can this be improved,

• No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

  Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros

• My IMAP mail suddenly stopped working

  On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.

• No Hope for Zoho Meeting

  Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

• Client reminders

  Hi Is there anyway to send automatic client reminders when we are pending a response from them? For instance, in a blueprint, say you have a transition that asks them for some additional information... They may take a while to reply, so is there a way

• Blueprints: Create Global Transitions

  Dear Zoho Team, it would be nice we could create global transitions for blueprints. The use case would be the following: We have 4 different processes with the same transitions in different orders. We could create 4 different blueprints, but whenever

• AS101

  I'm having issue while adding email alies to an email. Please help.

• Adding fields to campaign members

  Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that

• Remove Zoho contract upsell at customer sign completion page

  Hello, I am going through testing for a zoho contract for my organization and I noticed that after the customer signs the contract they are forwarded to a completion page that tries to sell them on using zoho contracts. I find that very unprofessional

• Retain Jira Ticket When Merging Tickets in Zoho Desk

  Hi, We would like to request a feature enhancement for Zoho Desk's ticket merging process regarding Jira ticket retention. Current Behavior: When merging two tickets (manually via the interface or through the API), we can select the "master" ticket into

• Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

  Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the

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