Recent Topics
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!
Tip #5: Setting access rights at the subfolder level
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.
Request: Custom CSS Theme
I would really like a custom CSS theme that enables me to completely customize the look and feel of the survey page based on the typography of my company brand. Unfortunately, there does not appear to be complete customization with existing themes. This
Work Drive Collect Files Feature Custom Link - Google Security Alert Social engineering content detected on
I use the Work Drive collection feature to allow clients to upload files. I created a custom URL using the subdomain feature. However, my Google search console has thrown up a security report that this URL is being detected as "social engineering content
How to add new widgets?
Searched and searched and cannot find anywhere. Why is everything so hidden in zoho! Why is there not a button right here that allows me to create a new one, why is it buried somewhere else! Zoho's UI is so infuriating
Error AS101 when trying to add a new email alias
Hi, For my domain, simplycompli.in, I would like to remove the alias email ID prateek@simplycompli.in , but I'm getting error when I'm trying to replace it with a new email ID. Can you please help?
Task Start and Due dates
Hi, I am trying to find a way to autopopulate Start and Due dates for tasks in a project. I want to assign the same dates that are found in the Start and End dates of that project. I tried the automatic workflow but it seems that Project information is
UNABLE TO RECIEVE EMAIL WITH ATTACHMENTS
Hi , Iam unable to receive any emails with attachment from others even email with small attachment is coming through and also sender is not receiving undelivered notification. kindly help
Agent password reset
Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards
Creator - Portal users management
Setting up users in Portal at the moment reqires the following steps in sequence: Invite new email/login/user configure reports visibility accept the invitation in email set password If a login or multiple logins are created to assign reports visibiliity
Spell check sucks
Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.
One time offer in Zoho Campaigns
Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period. Is it possible? Regards.
User already specified message / Can't check email through client
This issue has been noticed since at least Monday the 11th, (although the last mail I have in my inbox is from the 8th of Nov, 2024). When I check mail (POP) through Thunderbird as it has been configured for the last 10 years with no issues, I receive
"Number of statement execution limit exceed" error
Hi everyone. I know that this is a already discussed topic, but I want to express my discomfort with wasting a lot of time solving this pseudo error instead solving real client problems. I hate introducing changes in the code to manage this error.
Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to
SMTP access authentication failed
smtppro.zoho.com port 587(tls) My account don't use Two Factor Authentication. My account:noreply@laifaka.top
Zoho Mail : Email Outgoing Blocked
I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
Single use booking
Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How
Instagram Messenger and CRM integration
Hi, We are using CRM+ and love the integration with Zoho Social. However we are very heavy on Instagram and we lack the message feature and the integration with CRM. I have been told that there is focus on Instagram, is there any way of knowing if above is on the roadmap? If so when can we accept it to be implemented? Thank you, Per Tattoocyn
SENDING EMAIL BLOCKED
I have been blocked from sending emails, I am sorry for going against your policy, Please help me lift the block and I will keep to your policy strictly and never go against them. Please forgive me. My email address is u.a.e.connect@emirates-nbd-sta
Unable to create same email after migration to Zoho
Hi, I recently migrated from hostinger email to zoho email. After verifying all TXT fields, I'm able to create new email ID and send/receive emails from this email. However, I'm trying to create the same email ID that I was using in Hostinger but I'm
Can't submit ticket when connected
Hi team I hope you're doing well I have a problem that I haven't been able to find the answer to among the many topics. The context is as follows: We have a help desk for each of our departments, support for our company and support for another company.
Account Settings
If the email I receive is system@aimeni.com, can I reply to the other email address I created? Also, can I add other domain names to the same account? If so, is this account shared or calculated separately?
Changing Domain
I mistakenly miss spelt the word "Realtor" and wrote Relator.. I would like to correct it please . I have also change my payment card
Mail Search Not Working
Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android
Allow customers to choose meeting venue and meeting duration on booking page
My business primarily involves one-to-one meetings with my clients. Given the hybrid-work world we now find ourselves in, these meetings can take several forms (which I think of as the meeting "venue"): In-person Zoom Phone call I currently handle these
Workspace and CRM Contact Sync Updates
Dear Marketers, We are delighted to bring you a fascinating update this holiday season. An update which will help marketers like you increase their focus and enhance contact management. These new features are designed to streamline your workflow, enhance
Bank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.
Période de Congés
Pour l'indemnité de congés payés la référence est du 1er juin au 31 mai alors que pour les RTT la période est une année calendaire. Comment gérez-vous ces différentes périodes dans Zoho People?
Looking to Auto-Merge Duplicate Tickets
Hi guys, I need the option to auto-merge duplicte tickets and i dont see this option available in automation , Can this be done? And if so how, Cheers
Bank reconciliation. Match Transaction -filter
When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date? As an example, I would like the date to be +- 3 days, Thanks.
Issue with zDesk Notifications
Hi Zoho Team, Please check on this issue our team currently experiencing. Logging in and out was done but issue persis.
Set print area
Is there a way to set the print area like I can with Excel
Bulk export of uploaded files
I've seen a few very old questions about this in the forum, but I'm wondering if Creator offers a solution that allows users to bulk export the contents (or at least the url) of an "upload file" field in a report. It's tedious to have to export/download
How can a customer modify their invoice amount to include a 3% processing fee?
I understand that Zoho is not prioritizing automatically a fixed credit card processing fee, but is there functionality that I can use now to allow my customer to calculate this fee for themselves and "overpay" my invoice to account for the credit card
Unformatted text on dropdown menu
Has anyone encountered this problem? My dropdown fields are showing unformatted text, like what you see below This is happening to all my dropdown fields across all my apps. I tried the different language options under "localization", but that doesn't
How to delete a bank transaction
I keep looking and looking and cannot figure out how to delete an erroneous bank transaction, which is throwing off my balance...how do you do this? I don't see a delete button anywhere and there's no obvious way to select it (like a box next to it).
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