Recent Topics
Set Custom Icon for Custom Modules in new Zoho CRM UI
Power-up your app with spreadsheet editing using Zoho Office Integrator!
Hello users, Did you know that you can create and edit spreadsheets right in your web app? With Zoho Office Integrator's embeddable spreadsheet editors, you can easily add the capability to create and edit spreadsheets collaboratively in your app. With
Lead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailed
Time Based Workflow Rules for Projects and Tasks
Project managers spend a significant amount of time manually monitoring task deadlines, notifications, and follow ups. Zoho projects' Workflow Rules help automate these repetitive processes and save valuable time. Workflow rules are a set of actions that
How to Send Weekly Scheduled Emails of a Custom View
Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email
Extract first and last name
I am trying to build a custom function in Flow, when a new Zoho Booking is added I want to split the Name field into first last name. I understand the function needs to be a string and this works but I am unsure how to write this in the flow script. result
Field value permission to set for automation to work as expected?
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I only
SEO for your Zoho Sites Website
Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/
Convert Leads to Deals in Portals?
Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.
Default view in Email on Company Module
Is there a way to default the view on the COMPANY module to be "Emails Associated with the Related Contact" it is extremely frustrating to have to swap it every time. This is fairly new - it used to have it defaulted differently
Custom module in Portals won't edit
I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?
Kaizen #111 : Set default values based on Page Layouts using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific for
YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts
As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
How to restrict on duty Requests?
We need to restrict on duty requests for our employees, for example Work from Home limited to max 16 hours per week, or client visit limited to max 2 days per week How can we do that?
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
Translation in Zoho CRM now supports various regional languages
Release status (Last modified on January 2, 2025): This feature is currently available for all users in enterprise and above editions, across all data centers. Hello everyone, Imagine a multinational company with teams spread across various regions, each
Drop down of Zoho users aka Employees
Is there any field I can add to have an up-to-date list of current Zoho users ? Use case is for an employee to select their manager - however I don't want to have to manually populate a dropdown field every time someone joins or leaves our company. Why
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Last Name / First Name
Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and
Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
Unable to receive emails on outlook
I am able to send on outlook, but unable to receive. None of the settings have been changed and it was working perfectly up until a few days ago.
Zoho Creator User Group meetups in a city near you!
Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are a
How to view shared mailbox in Outlook
How to view shared mailbox in Outlook or in another software
Signature change
I cannot see how to change signature or out of office details easily now in the new format.
Mas de 48 horas sin correo
Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo
Zoho Mail Domain Verification Issue
Hi, I'm trying to verify my domain drinkkata.com but it shows the following error: Oops! Invalid domain detected by the system. Please contact <a href=mailto:{0}>support-as@zohocorp.com </a> for further assistance Could this be fixed please? Thank y
Forwarding or Aliasing Deactivated Mail Account
We have an employee who has left the company, so his Zoho account is deactivated. I would like to forward any mail coming to his account to another employee, but as it is deactivated, I can't forward it. I also tried setting the same username up as an
Is there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
DKIM cannot be enabled for the domain as no verified default selector present
Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?
The SPF record verification fails
I have set the SPF record for my domain correctly, according to zoho's SPF configuration guide. Also I used some tools to check my SPF record, and all showed it is correct. But the control panel still shows that I haven't finished the verification. So how to deal with it? Thanks in advance.
TASKS - Dashboard to show ALL Tasks from ALL apps.
The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Inconsistency Between UI and API for Future Status Subscription Start Date
Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
Client Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
spark sync problem with iphone
Hello, I am using the spark application on iphone 15 pro max and 16 pro max. After several days of installing the account on spark i dont get notifications on new emails, i have to open the app in order to receive the new emails. After sending email to
Ability for admin to access or make changes in zoho form without asking for ownership
Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
Listado con descripción de artículos
Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el
Não consigo receber e-mails de algumas instituições como por exemplo: banco
Não consigo receber e-mails de agências, bancos e instituições. Envio normalmente, mas os e-mails enviados por eles não chegam para mim, mesmo aqueles que são respondidos no próprio e-mail enviado por mim.
How can I send a reply to 100 unread emails in one click using a Zoho account?
When I select a single email, the 'Reply All' option appears, but when I select multiple emails, the 'Reply All' option does not appear.
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