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• Xu Wang

• Sticky Posts

• 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

• Contacts Don't Always Populate

  I've noticed that some contacts can easily be added to an email when I type their name. Other times, a contact doesn't appear even though I KNOW it is in my contact list. It is possible the ones I loaded from a spreadsheet are not an issue and the ones

• Necesito el código ZB para mi cuenta

  Hice cambio de servidor y no encuentro el codigo unico de cname.

• Privacy error

  Privacy error on Chrome for all embedded forms and reports, this is a huge issue: "Your connection is not private Attackers might be trying to steal your information from creator.zohopublic.com (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID"

• Using IMAP configuration for shared email inboxes

  Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure

• Email with attachments saving attachments into Zoho CRM from Zoho Mail

  Hi, I get a lot of emails from prospective clients asking if we would bid their project. Those projects usually have many documents associated with them that I link to.  I would like to have those documents be saved as an attachment in my Potential or Contact or Account. I don't see a way to do that that isn't multi-step. As of now I do the following: 1.) Open email 2.) If email sender isn't in my Zoho CRM database I enter them creating a Potential 3.) I download the attachment and save it to a different

• Unable to load your extension. Please check your plugin-manifest or Resources.json.

  Hi Team, I am using the config module with multiple fields of different types, such as checkboxes and picklists. However, I am encountering the following issues: Error Message: When loading the extension, I get the error: "Unable to load your extension.

• Bug - OTP (email) and No Duplicates

  Scenario: Form with an email field, Validation: "No Duplicates" (because I want to ensure 1 entry per email). Embedded form into website (JS option). Enabled email based OTP. 1st test (via my website) - entered my email address - sent OTP - entered pin,

• Customise Search Bar in CRM

  Is there a way to customise this search bar in the CRM to add fields?

• Bulk create tasks - Zoho Projects API

  Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks

• Counting downloads of a file

  Hello Could anyone help me, I would like to use a custom script to count how many times a file contained in a record has been downloaded. Is that something that is possible in Creator? Thanks Estelle

• Is there any way to prevent emails from being sent from zoho crm without pressing email opt out?

  When I left my desk yesterday I excitedly thought I had fixed my problem, by making use of the "Inactive" field ... However after contacting the support chat, they have advised to stop emails being sent I need to update the "Email Opt Out" field - which

• New Search Function

  Hey Team, The search function updated in our CRM about a week ago, so I assume it was an automated update across Zoho. It no longer displays leads/deals etc in Chronological order so that the most recently created or updated is the first to display which

• New permissions for accessing emails sent via Zoho CRM

  Last modified on Nov 4, 2024: Permissions for accessing emails sent via Zoho CRM have now been extended to the IN DC. With this rollout, the feature is now available to all users across all DCs. Resources: Data sharing for emails, Configuring email compose

• Mind Mapping

  Will Zoho consider a mind mapping application? I have seen some discussions that are some 10 years old. What is the status now?

• is it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?

  so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assign

• Unable to send emails

  I have this email parth@mrcolumbus.in, but I couldnt send outgoing email. Can you please help?

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Request for Alerts on Workflow and Function Changes.

  I want to get an alert whenever a new workflow or function is added or an existing workflow or function is edited. Is there any way to do that? I need to log all changes whenever updates are made or new ones are added.

• Overwrite Option for custom modules

  Hi Team, I noticed that the overwrite option is unavailable in Zoho Books when importing data for custom modules. This limitation makes it challenging to bulk update old data, as the only option is the 'bulk update' feature, which is restricted to 25

• Transfer Amount from One Vendor to Another Vendor

  One of the vendors, who has a balance with us, has closed the business and has started a new business; Now he wants me to transfer the outstanding from the old account to the new Vendor Account. I am trying to do this using Payment Settlement a/c, But

• Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"

  it is really annoying.

• How to make Branch compulsory in Zoho Books invoice?

  How I make Branches compulsory in Zoho Books invoice?

• Regarding GST Report Issue in Zoho Books

  Hi, Right now, the very important point from my end is this Zoho Books issue. Here, you can see that we have created the invoice with the items of account sales and expenses. The journal is also correct. The profit and Loss statement is also correct.

• Function #57: Automatically group items in invoices based on categories

  Hello everyone, and welcome back to our series! As a business expands and new product lines are launched, it becomes important to organize the items for better inventory management. The Category field in Zoho Books helps here by allowing you to add and

• Is the Contacts sync between Campaigns and CRM bi-directional?

  Is the Contacts sync between Campaigns and CRM bi-directional?

• Fixed asset management

  I want to know if there is any individual module for fixed assets management

• How to hide Predefined views

  Hi,  I would like to know how to hide: Predefined views and Recent views or some records from this list. If I'm using it form iPad I have to scroll to see User created views. Or maybe it's possibility to move User created views on the top. All the best, Pawel

• Deleting Views

  How do you delete views? Please syd

• Suppress "spreadsheet will not be saved" message on published sheet

  I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

• Zoho Forms Unable to Save Account Numbers with a Leading Zero

  We are using Zoho Forms to for rental applications. It is working well, except for one thing:  when a user enters their bank account information, and that account number actually starts with a ZERO (like 00123456) the Zoho form will return the value without

• Profit on Sales order

  Hi, would it be possible to implement a column at the Sales order overview of Purchase amount? So a field with the amount of all purchase related to this Sales order? This is very usefull so you will see the profit you made on this deal. I tried to get

• How to include GST% in PO amount?

  Currently when I raise PO, the basic price of the item is used. However, the GST is not calculated and added along with the basic amount. I have added a Custom field for GST in the PO but I need Zoho Inventory to calculate the GST amount and add it with the Basic price to give me the final PO price.

• No Sales Returns on SO's with Dropped Shipped items + Inventory Items

  We have encountered an issue in Zoho related to sales orders that include both dropshipped items and inventory items. Specifically, it is currently not possible to create sales returns for the company’s own inventory items from these sales orders. This

• sitemap in zoho sites not updating

  I checked my sitemap and it has not added any updates. Do I have to generate one manually all the time or is zoho sites suppose to generate and update it?

• Is it possible to trigger the review process when a record is edited?

  Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

• I trying to connect our PM tool but API shows failure

  Hi All, in ZOHO CRM when an enquiry stage is moved to WON then I have created a rule to trigger POST URL to thrid party AP and then create a function for mapping with below code void automation.kytesfunctions(String enquiryId) { // Fetch enquiry details

• 2 serial numbers for 1 item (Mac address and Serial number)

  There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

• Sample Ticket - Created from Bot Preview

  Why is Zoho desk adding bot created tickets?

• Webhook data is not being received

  We’ve set up the webhook with a public URL that returns a 200 status on Postman. However, when we ran a test, we didn’t receive anything in the req.body object or see any data from the POST request. As a team of freshers still learning the ropes of development,

• Finding draft ticket replies

  Is there a way to see all tickets which have draft replies?

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