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• Zoho Mail POP & IMAP Server Details

  Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure

• Important update on Group Management | Zoho Mail

  Dear Zoho Mail Community, This post is to inform you all of the following updates on the Group Management in Zoho Mail. Group Member Addition: If a group member is added to an organization group in a Zoho Application, the member will be automatically

• Mastering email etiquette and best practices to follow in Zoho Mail

  Hello Zoho Mail Community, We’re thrilled to invite you all to our upcoming webinar: Mastering email etiquette and best practices to follow in Zoho Mail. Join our live webinar for expert etiquette tips to enhance your professionalism and elevate your

• 📣 📣 ZUG Meetups India - Explore Hybrid Workspaces using Zoho Workplace - Meet and Learn! 🧑🏽‍💻🧑🏽‍💻

  We are excited to announce the User Community initiative to meet you all in person and help you explore the need of the hour - Hybrid Workspaces using Zoho Workplace. We aim to help you to setup your Digital Workplace effectively so that your employees

• Announcing Zoho Mail - Inactive user Policy

  Dear Zoho Mail users, Thanks to all of you for your continuous support.  We have recently started implementing the Inactive User Policy, for Zoho Mail.  A user is considered as inactive, if the user has not logged in to the Zoho mail account for a period of more than 120 days. The login through POP, IMAP and Active Sync are all taken into account for tracking the period of inactivity.  Whoever received the communication need not panic, as we have just communicated our policy to all the users.  To

• Recent Topics

• Guidance on Making Zoho Desk Connections Available for All Data Centers

  Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on

• Emailing lookup field but placing this as an ID or number rather than text

  Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In

• JOB Sheet can not send PDF as service rapports and more info needed other topic

  Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk

• QR code image is not exported in PDFs

  The new QR code field works fine when I include it in a report template and I choose the print option: https://creatorapp.zoho.com/<username>/<app_link_name>/record-print/<report_link_name>/<record_ID>/ But when I try to save the document to a .pdf file

• Execution failure when fetching a Name field from another app

  In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

• Tax Deduction at Source (TDS)

  I issued a sale invoice outside UAE , the customer apply TDS on the invoice , i checked my Zoho ( professional version ) i couldn't find the option of Enable TDS to let it appear while posting the incoming payment , please how to make it and how to configure

• Modules are continuously loading

  Hi! We are not able to open the task modules, it keeps continuously loading

• UNAPPROVED record management

  When the unapproved list of duplicates is long, one needs the some tools to manage them - when this list has over 1500 records, we cannot manage it without some tools, such as: 1. The ability to apply a filter - ie similar to creating a CREATE a NEW VIEW

• Zoho mail filter Add to WorkDrive doesnt't work

  Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email

• Zoho takes too long to load...

  I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?

• How can the direct link to a ticket be created from ticket #?

  Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

• Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk

  Hello everyone, Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available through our

• Add blueprint buttons to listview and kanban

  Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear

• Deleted message in SPAM

  In one of my gmail accounts (getnickifit@gmail.com) I had an email from PayPal in the SPAM folder. I thought I was moving the message to the inbox from the zoho mobile but it looks like it was deleted. It is no where to be found--inbox, trash, etc. Can it be restored?

• CRM x WorkDrive: File storage for new CRM signups is now powered by WorkDrive

  Availability Editions: All DCs: All Release plan: Released for new signups in all DCs. It will be enabled for existing users in a phased manner in the upcoming months. Help documentation: Documents in Zoho CRM Manage folders in Documents tab Manage files

• Multiple Facebook Pages under Single Brand

  Hi everyone, I'd like to know if there is a possibility of connecting multiple Facebook pages under a single brand on Zoho? At the moment, there are different Facebook pages of a single brand and would want to keep under the same brand on Zoho as we

• Zoho Books Estimate to Zoho CRM quote?

  I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Zoho Developer Hangout (ZDH) – Episode 17 | Optimizing Organizational Processes through Automation

  Hey developers! Running a business can get quite overwhelming especially when juggling multiple tools like those in the Zoho ecosystem. Although integrating most of them is a piece of cake, manual intervention is needed at times. Being able to automate

• User Emails Blocked

  Community: I keep running into issues where our users stop receiving notifications from CRM because their email addresses get blocked in on the backend some how. I reach out to support, they confirm, they fix, and we carry on, but then it happens again.

• Organization Variables - Restrict Access

  Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates

• Sort By Date - Deluge

  I have the following code, which normally works to sort calls by created time. Every once in a while, it doesn't work and something sneaks through in the wrong order and I can't figure out why. calls = zoho.crm.searchRecords("Calls","(Owner:equals:" +

• 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.

• Kaizen #140 - Integrating Blog feed scraping service into Zoho CRM Dashboard

  Howdy Tech Wizards! Welcome to a fresh week of kaizen. This week, we will look at how to create a dashboard widget that displays the most recent blog post of your preferred products/services, updated daily at a specific time. We will leverage the potential

• Schedule meeting monthly on a particular day

  Suppose I wanted to schedule HR meeting every month on the first Tuesday with each employee separately for 20 minutes each. How could I automate these type of meetings? And if Sunday occurs on the first Tuesday I would like to shift that meeting on next

• In ZohoCRM Dashboards - Editing Shown Columns on Drilldown of Components

  Hello! I'm working with some Dashboards inside of ZohoCRM. When creating a component (In this case, specifically a KPI Ranking Component), I'd like to customize which fields show when trying to drilldown. For example, when I click on one of the sales

• Multibrand Help Center - Share knowledge base catgories between multiple departments

  Hello, I would like to know if it is possible to share categories between multiple departments when the multi brand feature is enabled. So that then one portal exists per department, but certain categories are visible in multiple portals. After all, we

• Added Domain but SSL is not being set properly

  We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?

• Zoho CRM Widget not displaying 2 related lists (JS)

  Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

• Sharing Knowledge Base articles across multiple departments

  It would be useful to share some Knowledge Base articles across multiple departments where they are applicable, rather than having to go into other departments to find the article you're looking for. For example. Our reception uses the 'Admin' desk whereas our IT guys use the 'Support' desk, however both divisions would find KB articles about our company intranet useful. Reception does not have access to the support desk, so cannot see articles created in the Support KB. Perhaps you could install

• Iteration through a list - Coming up against a "Failure to update function" error

  Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'

• KPI widget with percentage

  I'm trying to create a KPM widget that displays current performance as a percentage - something like the picture below. I've tried following the instructions at https://www.zoho.com/analytics/help/dashboard/kpi-widgets.html#chart but nothing ends up being

• If I turn off the Task Prefix & ID in the Portal Configuration section, will it remove the dependencies in my projects?

  Hi all, basically the title, I am new to zoho projects and trying to get my head around some basic principles. Unfortunately I have not found this information via the search option and after deleting yesterday some Phases I had created in the Phases tab,

• Canvas List View Not Saving

  Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message

• The Next Chapter for CRM for Everyone: Moving from Early Access to Phased Rollout for Customers

  #CRM25Q1 Hello Everyone, Until now, CRM for Everyone has been available in early access mode exclusively for users who opted to try the new version. We are now transitioning to a phased release, starting with the basic edition. We are thrilled to announce

• Team Inbox is not working AGAIN

  I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable

• QR codes in templates

  I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.

• This mobile number has been marked spam. Please contact support.

  Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?

• geographic search filter in map view

  Hi, I have a recruiting and timesheet system built in Creator. The client wants to enhance the search for candidates based on their location and filter by job skills - currently they look on the Map View which uses the geo location or post code of the

• Real Estate CRM

  How can I tailor my CRM for real estate? I had seen an image where the CRM included property tabs.

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