Recent Topics
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
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).
Zoho CRM Create Client script using Custom Buttons
Client script has become quite sophisticated and it's really useful. There is a missing simple functionality: To create script should be able to be called in the details page using a custom button. If we have this feature for Field Event, shouldn't we
Insufficient Privileges to perform this operation. Contact your Administrator.
I am using the admin account which having the permission for google ads, but i have the error when try to hit Get Started in google ads tab. "Insufficient Privileges to perform this operation. Contact your Administrator". Already check the profile permission,
How to check my email?
Hello. everyone I am a newbie. I have tried to check it by myself but couldnt really find it. How can I check or send email? Ive tried to sign in to ZOHO and couldnt find any checking and sending email area??? How do I send or check my email? these are
Calendly One-way sync- Beta Access
Hello Community, Many of our Zoho Calendar users have expressed their interests in Zoho Calendar and Calendly integration. We've been tightly working on with Calendly team to provide a two-way sync between Calendly and Zoho Calendar. However, there have
A task can be closed by a person whom the task is assigned to without the permission of the creator.
While i was using zoho tasks i found that a task could be closed by an assignee without the permission of the creator of the task.
Read Time Email Notification
I need to read emails in the background to process some activity. for that purpose i'll use the REST APIs. But i don't want to keep polling remote servers for new emails. Looking for a solution or service which triggers a webhook on any new message delivery
API Credentials Can Be Reused To Access Any Organization Including Dev & Sandbox
When an application is created in the API Console, the client ID & secret can be used to access every single type of CRM: main (production), developer edition & any sandboxes. These credentials can be used to generate an access token for any of these
IMAP NOT CONNECTING ON IMAPSIZE APP
I am using an application (IMAPsize) that makes it much easier for me to create backups of my emails. However, Zoho blocks its connection. I use it for my clients who use Gmail, Outlook, Hotmail, Yahoo, and several others, but only in Zoho is the connection
Ensure Consistent Service Delivery with Comprehensive Job Sheets
We are elated to announce that one of the most requested features is now live: Job Sheets. They are customizable, reusable forms that serve as a checklist for the services that technicians need to carry out and as a tool for data collection. While on
Implement full RTL support in Zoho Cliq, including text alignment and character positioning, regardless of the interface language.
Dear Zoho Cliq Support Team, We are writing to request a significant enhancement to the current RTL language support within Zoho Cliq. Currently, while Zoho Cliq allows users to input text in RTL languages, the text alignment remains LTR, resulting in
The previews are not generated as before (solved).
Hello!. I like your application for a long time. The only thing that made me give up using it in the past is that there was no application for windows. Happy to see that it now exists, when testing Zoho again I see that it does not currently generate previews as it did before automatically, despite doing a lot of testing (see images comparing previous notes). I am a very visual person and it is much more practical for me to recognize what interests me with a simple image. This can be solved ?. Thank
Zoho Account MFA Modes
I have a Zoho Account and when I log into my account and go to Profile - Multi-factor Authentication - MFA Modes, it shows a message MFA ENFORCED BY ADMIN in Green colour at top right side of the screen. As far as I know, I am the admin of the account
Help with "Record Not Found"
"Record Not Found" is not necessarily an error message, but a situation I want to prevent from disabling my Deluge script, and allowing it to finish with some alternative output. In it, The code is in a CRM custom function, and I'm searching for a record in the "Products" module of the CRM. productSearchCriteria="(Product Name|=|" + ws1 + ")"; productSearchResults = zoho.crm.searchRecords("Products",productSearchCriteria); This 2 line approach is necessary because "ws1" is a variable. The problem
Error creating an XML file
I am creating an xml as string in the function Employee.generatePartA_XML_String, and then I want to save it as a file to the field "Part_A_XML", but I get the response: {"code":3700,"message":"Unable to upload a file. Please check and try again."} How
Why are my hidden columns still showing up for the client user in Zoho Projects?
I created and organized my project template to only show the columns we are using. When I shared the project with my client user, all of the default columns that we are not using showed back up on their task page. Is there a way to prevent a client user
Zoho books and CRm integration for quotes.
I was wondering if it's possible to have the integration above but not have it create a contact on the account each time we do a quote. So if compagny A as a primary contact for billing assign to the account. If we make a quote in the CRM using the integration
Can You Check To See if People Opened Emails?
Is there a way to see if someone opened up your email? Or to see what they clicked on it and/or if they forwarded the email to someone else? I'd be nice to have access to that and have it automated so you knew when they looked at it, etc.
Understanding Goals
How do I set A/B Test goals to trigger and add to conversion when someone visits a specific page? Example: User visits: domain/landing-age … and then goes to domain/subscribed (trigger conversion) … and then goes to domain/store (trigger conversion) …
Zia & Zoho Recruit: A Recruiter's Dream Team!
Finding the perfect candidates for a job opening is now more straightforward than ever with Zia’s Candidate Matches. Zia understands candidates as humans with career profiles instead of a string of keywords. This enables her to find “the perfect match” for your job openings as she can match their experiences, skills and proficiencies with the job’s requirements and grade them accordingly. Assume you have 100 candidate records and five active job openings that all 100 candidates are eligible for
Migration Wizard not available - trouble importing opening balances from Wave
Hi there, I have signed up for Zoho book from Wave and initially imported some data (customers, chart of accounts) using the Migration Wizard. Now I am at the beginning of the new financial year and wanting to import more data such as opening balances.
Manage different delegated expense accounts from mobile app
Hello, I have several expense accounts of my company delegated, but from the mobile application, I can't find the option to add or choose any of the accounts I have delegated. It only gives me the option to register expenses with my account. From the
Zoho Marketing Automation 2.0 - Landing Page function not working
Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help me
Error 550, no such user here
Hey guys My web developer has recently updated my website DNS records, and since then I am getting that error daily "like 20 to 25 times a day" what can I do to rectify this plz?
Dynamic integration of ZOHO CRM Data into ZOHO SHOW
Hello, We are making offering with good design on ZOHO Show. A lot of data in those offerings are filled with Data present in ZOHO CRM (Account name, Name of the deal, Amount of the deal...etc). Thus could we push (in API ?) specific data from those fields
changing cell background color in table!
Hi How can i change the cell background in table? regards sh.z
zoho.com account was automatically added to the zoho.com Azure Entra ID user directory
Update: It appears this happened in late 2017. I tried to find another way to communicate what is a pretty significant issue. I discovered that there exists a zoho.com Azure Entra ID tenant. If I try to use my zoho.com account in my organization's Microsoft
Collecting lead through zobot and posting it to zoho crm
We have integrated whatsapp with zoho salesiq. So when a person chats in our official whatsapp number that chat will be handled in salesiq platform. But we also get potential leads through this chat, but not all chats are leads. To address the issue we
Calculate End Date based on several fields and factors
Hi all, I was wondering if it is possible to achieve this thing with Formula Field or Function: We have several fields that needs to be taken in consideration when calculating End Date. Relevant fields are: Meal Start Date (Date Field) Meal End Date -
Searching within Workdrive in Entity pages
Hi I have a great idea. It would be great if the Workdrive section of the Account, Contact, Deal etc pages had a Search box next to the title so that one could easily filter the files. We're finding that some of our Accounts/Deals end up with lots of
GoCardless- Mandate Sync.
We are more than happy to announce an important update to our GoCardless integration. The latest update will automatically fetch the direct debit mandates of the existing GoCardless users to Zoho Invoice accounts, and you can start collecting payments
Zoho Creator Upcoming Updates - October 2024
Hello all! We continuously strive to enhance and improve Zoho Creator with new capabilities. Continuing with this journey, we're excited to share the latest developments and progress with you. Now, let's dive into the updates for this month: Widget JS
MX records are correct, however MX verification fails
Our MX records are configured correctly, however the MX verification step fails. Please see the attached screenshot. The domain is framer.ly We know the configuration is correct because we have been using Zoho for a number of years, however we accidentally
IMAP not syncing
Since yesterday (at least that's when I first noticed it) my IMAP clients on my MacBook and iPhone aren't syncing properly with Zoho. Looking on webmail I see messages from today that are just not appearing in my mail client on my devices. It just seems
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