Recent Topics
Syncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
How can I make time entry mandatory for tickets?
Hi guys, I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket. Thanks in advance
Include Suggested Articles in New Ticket Email
When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
Zoho Shifts Connection
I'm having an issue with Zoho Creator Custom Connector not refreshing its tokens. I have a function that pulls data from Zoho Shifts nightly. However, every night the connector access token expires and the only way to fix it is to go and revoke it anywhere
Using a Zoho Analytics table as a datasource in Zoho Creator
I'm wanting to build an interface in Zoho Creator for data in a table in Zoho Analytics. Most of the searching that I have done is about using Zoho Analytics to report on data in the Zoho Creator app or to use Creator to add or modify data in a Zoho Analytics
Email already exists problem
Hello, I'm having a problem with new domain. I have just created a new account and linked my domain to it, but cannot create mail account info@esperanza-management.nl, it says that given mail account name already exists. I'm attaching screenshot with
Location Lookup
Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John
Regarding developer support for Creator
Hello Team, We would like to understand if there is any developer support available for building creator application directly from Zoho's team and not via partners. Please let me know. Thanks!
POP3 not working: User already specified
I am able to access the webmail, but I am not able to access my email via POP3. I never changed the configuration or the password. I receive the following error: User already specified. I already contacted the phone support they told me they would fix
Adaptación de zoho books a la nueva regulación de facturación electrónica
La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
Reporting on what content activity to deals
I have salesIQ set-up with CRM. Tracking looks good. If I look at a contact who initiated a deal I can see their activity and understand what content and campaigns contributed to the deal. What I would like to do is understand that on aggregate: If I
File Upload Limit
About the File Upload and Image Upload field types in Zoho CRM Currently, I am aware that each field has a total file size limit of 20MB. I would like to ask if there are any corresponding limitations on the total storage size in Zoho Drive or across
'email address already exists'
I deleted a user from my organization and want to use the same email address that user had, but the email address seems to still exist somewhere as I get 'email address already exists' when I try and create it. I have deleted the entire organization and
Unable to Create a New Zoho Mail Account
I am trying to create a new professional email account on Zoho Mail. However, I noticed that the "Ad Console" section, which I believe is required for this process, is not appearing in my profile. Could any one please help me, why this section is missing
How can I transfer data from Production to Development environment?
Hi, I am using Creator V6 and would like to bring all the data in production to the Development and Testing environments? Is there an easy way of doing that or I have to export and import each table?
Multiple Zoho Accounts on Android/iOS Apps
I'm migrating two of my companies to Zoho platform while ditching Google Apps. I can't seem to find a way to access both accounts on the Android or iOS mail app. Is there any other way than POP3?
Is Conditional display of field(s) possible in a Canvas Customer Portal?
Is Conditional display of field(s) possible in a Canvas Customer Portal? How?
Attempting to migrate email data from Outlook failed (repeatedly)
'Authentication details provided was rejected by Source server. Kindly provide valid username and password.' That's the error message I keep getting when I try to migrate my old email data from Outlook to Zoho. I've confirmed the username / password are
How best to use default modules for our CRM implementation?
Hi Im using Zoho CRM for a client who has a wedding venue. We want to use the CRM for Leads through to converted customers. We also want to use the CRM to manage wedding events and have a list of recomended suppliers (florists etc) that we offer to our
Zoho Expense - Multiple Credit Cards
Hi, I have two questions about credit cards in zoho expense (Canada). 1. We have multiple credits cards (i.e. two amex's, 3 visa etc). When I set the amex cards up they all come into the same expense account (unsubmitted). Is there a way to direct where
SPF configuration in DNS
Hello Zoho Support team, I have a problem with the configuration of SPF. I have read several documentation from Zoho to configure it properly but it is still not configured properly as you can see here https://zohomail.tools/#runChecks/sans-institute.online
Problem with Cadence enrollment / using same Cadences for one contact more than just once / deleting completed Cadences
Dear all! We’re experiencing an issue with Cadence enrollment when assigning Emails to tagged contacts. Recently, I tagged 12 contacts to assign Emails, but only 3 were successfully enrolled in the Cadence. Upon review, I found that enrollments only succeeded
Zoho email experiencing delay when receiving emails from AWS SES
When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going
Canvas: is it possible to have a fixed header?
Hello. Does Canvas provide the option to have a fixed header, similar to the standard view? It would also be interesting for other parts of the interface, like the header or sidebar of the tab section. Thanks!
Questions regarding WorkDrive
Here are my questions regarding WorkDrive: Does WorkDrive have a limit on the number of downloads? What will happen if a file is downloaded excessively? Does WorkDrive have any restrictions on download speeds? Are there any limitations on downloading
Request to Customize Module Bar Placement in New Zoho CRM UI
Hello Support and Zoho Community, I've been exploring the new UI of Zoho CRM "For Everyone" and have noticed a potential concern for my users. We are accustomed to having the module names displayed across the top, which made navigation more intuitive
IMAP not syncing emails
Hello, i have my zoho email connected to the Outlook app with IMAP and the past Tuesday it stopped syncing the emails. I tried deleting the account and adding it again but it didn't help.
Kaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client
Zoho Books / Zoho Inventory ??? WHY ????
I noticed in the Zoho Books What's New page: ------ 18 January 2021 New Line Item Fields You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.
【Zoho Flow】外部連携のエラー
Zoho Flowの外部連携にて、Google sheets(スプレッドシート)との連携をしているのですが、先週から添付画像のように「”\n”」というエラーのポップアップが表示されます。 解決方法をご教授いただけないでしょうか。 ▼挙動詳細 特にフローを触ったわけではなく、フローが実行されていないことに気付き、他の異常が見つからなかったため再連携した際に気付きました。 同じ設定で新規外部連携をした際、一時的にエラーは解消されましたが、時間がたつとフローが実行されなくなります。
Tracking against a bucket of money
I charge my clients in blocks of $250. It can be pay as you go or monthly subscription based. I have 3 tiers of services each at a different hourly rate. I’m looking to keep track of the $$ bucket and deduct $$ as I work on projects based on the service
Multiple Blueprints on different fields at the same time.
It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract
To unsubscribe from your paid subscription in Zoho Mail, if you can't find help anywhere.
For ZohoMail users who wish to cancel their subscription, we noticed too many requests, we are not stopping you from staying free. To cancel your subscription, login to https://mail.zoho.com as Super Admin >> click Control Panel >> Subscription >> Cancel
OAuth 2 for customer portal
In Zoho Creator, is it possible to set up an OAuth 2 connection with an external service (in this case - Zoom) for customer portal users? Specifically, I want each user to be directed to an authentication page for Zoom, and then have the connection established
Workflow - CRM Deals to Meetings - Creating duplicate meetings
I want to be able to create a deal in Zoho CRM and a Meeting be created so that it adds to my calendar, however when I edit the same deal, I want it to edit the meeting, not create a new meeting! Everytime I edit a deal, It creates a new meeting so I
No longer get Cliq notifications on phone if app not started
On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,
Subform Missing "Add Rows" Button
I created a Subform on the Account layout but I do not show the "add rows" button. I followed the online setup instructions but it looks like I'm still missing something. How do I get the ability to "add rows" to my subform? Here is what it looks like
Not able to set update a module entry with a Boolean variable
I am creating a Flow where if certain requirements are met, I want to update a checkbox in Zoho CRM's Cases module labels "Paid". I am just not able to figure out how to update the value. In "Update module entry" the variable is displayed as text, so I have to input something. I tried: true, 1, yes, True, Yes with no luck. Whatever I do, I get the same error message as a result: "Invalid input for Paid. The expected input type is boolean." Any know what I'm doing wrong? Thanks!
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