Custom functions - get records by view name - getRecords(viewName)
Has there been a breaking change with this feature? Several of our deluge automations no longer work, as of today. For example: deals = zoho.crm.getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 0, even though there are many deals in the view named "Potentials Awaiting review Unassigned" Changing to: deals = zoho.crm._getRecords("Potentials Awaiting review Unassigned"); info deals.size(); Returns 1. Performing a .get(0) still returns a map of size 1. Performing a further
Better filtering on Zoho Flow Logs
I would've created this as an "Idea" but it really is a "Problem". Zoho Flow only allows you to filter on the DateTime and Status of flows when troubleshooting logs. This becomes problematic when you have hundreds of flow exections of a flow in a short
Backstage - Cloned event date errors
When cloning an event and adding a new date, the countdown clock updates with the correct details as does the venue details. The actual date in the design and the event time doesn't reconfigure based on the new information and instead still refers to
Need an Application to Creating Interview Tracker using information from Candidate Module and a custom module ( Interview information ) using Zoho recruit and Zoho Sheet
Hi Zoho team, I would like to have a online meeting with your creator team to make them understand my requirements, show them how we are doing and so that my requirements are captured and flow of development work can be defined, You may suggest a developer
Trouble picking a reporter using the Jira Cloud Zoho Flow integration
Currently we have implemented the Jira cloud integration in Zoho flow. It works great until we received higher permissions in the Jira suite and I am now required to add a "Reporter" as one of the options. I have tried multiple names / emails to satisfy
Field update every 2 years
To keep it brief - our clients have a certification that renews every 2 years and I'm trying to set up a function to auto update just the year. What would be the best way to do this? Apologies if this is a huge noob question.
Can't reply or forward messages in group
Dear users, I am writing to seek assistance with a technical issue related to the shared inbox for my school's email address. As the headmaster of the school, I created a group with two moderators (me and my secretary) and granted us access to the shared
Auto Correct issue / doesn't save
Hi! I use Autocorrect a lot, this is the main reason why I use Zoho. I made dozens and dozens over the years. For quite some time - 2 or 3 years, I haven't been able to save any new ones or update the old ones. As soon as I refresh the page, it's gone.
email search not working
i can no longer search my email messages.. it just comes back with "no messages matched your search" - on every search. my box name is rob.worth@zoho.com thanks rob
Email Search - Missing Results
In the last few days I've noticed that my email search isn't providing all of the results that I'd expect (and sometimes need). Examples: Searches for emails containing "apple juice" did not provide emails with "apple juice" in the subject line. Searches
Zoho Form edits not updating Zoho Sheet entries
I have integrated a Zoho form with Zoho sheets and new entries are populating however if the submission is edited then the new information does not populate. For example, someone completed the form and then noticed the phone number he entered was incorrect.
Problema con migración de Yahoo a Zoho Mail
Buenas! Tengo un problema a la hora de migrar la cuenta de correo de Yahoo a Zoho mail. Lo he probado con IMAP y con POP y nada, cuando añado el usuario para empezar la migración, aparece un error de identificación del usuario de origen. He verificado
Email Search Functionality
Search functionality has never worked correctly since I’ve been a Zoho member. A simple “USPS” search in the Trash folder returns zero results. Then, searching across apps returns zero results. But yet, if I view the Trash folder as normal, I can see
CRM deleting emails from system when they are deleted from outlook
Hi, i have noticed that when i am deleting an email that i have sent through outlook that it is deleting it off the CRM system on the account. how can i stop this from happening? Its deleting the email when i am deleting it in both sent and in trash.
CRM Calendar Sync to Google suddenly causing duplicate entries in Google
I've had Zoho CRM Calendar set up with a two-way synch to Google Calendar without problems about 18 months. Last week, the sync has started causing duplicate entries (and occasionally triple entries) in Google. No changes were made to my account - it
Too many requests detected. Please try after some time
Getting this error when I try to log in to my email. Does this mean the server is overloaded? Any idea when my email will be accessible again?
Tickets assigned to teams arent showing as "assigned" or "owned" by those team members
I have a ticket assignment rule that assigns ticket to teams. When the team members checks their desk 'My Open Tickets' or do '/tickets' in Cliq, they can only see the tickets that are directly assigned to ONLY them. Deskbot seems to be notifying the
Mapping to Custom Fields
I am trying to upload a contact list and map to a few newly-added custom fields. I see the custom field in the drop-down list but am unable to select it. Any idea why that might be or what I am doing wrong? One custom field is email, and one is text.
Verify email for FROM caluse in Deluge script
Hi! I'm trying to use the SendEmail function with Deluge Script in a Custom Function. I want to put a custom email address in the FROM clause. I've read that it has to be verified but I can't find the way in Zoho Books. We are already using the email
Item Search bar in Sales Order and Invoices does not search incomplete names or words
While creating Sales Order or Invoices in Books, we have to put in the exact item name to select from the dropdown. This is a big disadvantage. The search option bar should be just how it is in items module; one can type in any word from the item name
Client Users can see posts in Feed from other Projects
Hello, I have been made aware of a recent issue where my Client Users are able to see posts on the Feed tab from Projects they have no access too. We use Zoho Projects for many Customer facing projects across our customer base and add Client users specifically
Zoho TeamInbox: not able to send e-mails
Hi. I' am getting the attached error while trying to send e-mails from Zoho TeamInbox. What could I do to solve this problem?
Unable to get records with refresh token
Hi all, I'm using the REST APIs to generate the refresh-token (which I'm getting back successfully). However, with the access token obtained in the response, no other all are going through. I'm constantly getting the same error message as below. I don't
Important emails are going to spam
Hello: We noticed today that some very important emails are being placed in the spam folder. To make it worse, the search function doesn't seem to include the spam folder. How can we change our spam filters?
Zoho email address not found
People with other domains when they try to send emails to me or anyone under my domain they get an error 550, while I can't send an email to other recipients outside my domain other than Gmail and users under my domain gogagaexp.com
Events in calendar Missing since about 3 weeks ago
I have my calendar mostly full, but now it shows almost empty for the past 3 weeks. All the events still show OK on my phone and other mobile devices, but on the WEB interface, the calendar is mostly empty... I have tried both Google Chrome and Firefox
Can't add email alias - error AS101
I'm helping a friend set up their new Zoho Workplace account. I have added domains, users and aliases - but I am unable to add 2 aliases (facebook@ and appleadmin@). Could you advise please? Thank you
Not all "Deposit To" accounts are showing up in Books Record Payment module
When attempting to create a new payment in Books using Flow, not all of the "Deposit To" accounts are showing up that I have in Books. In particular, the one I have setup for Venmo fails to show, despite being perfectly accessible from the UI. Others
Zoho assist invite emails not going out?
Email invites that go out with "Join now" link from noreply@zohoassist.com have stopped going out to the invitees. This has been going on for couple days now. Same issue experienced on enterprise/corporate account and a personal account.
Formula field Calculation Used in another formula
Hello! I' m having issues trying to show the price after date selection. * I have to dates ( arrival and departure ) * I have a formula field (total days) that calculate the days difference ( everything working so far) * I want to have another field(Price total) that shows the price depending on how many days in (total days) I tried to go to workflow and add a new action that says If total days is 1, set field value (Price toal) to 590. It didn't work, so I tried to do this with another field
Unable to allow Past Dated Joining Dates
Hi everyone, It seems a bit odd that Zoho Recruit doesn't allow to send offer letters with dates in the past. We missed sending the offer letters to some candidates on their date of joining. Even in modules, under offers, I do not see any such restriction
Delete Client user from WorkDrive
There is a Client User I need to delete from WorkDrive. I navigate to Manager Users, and click on "Delete Client User", and I get an error that says: Delete client user The client user ***** is associated with Zoho Projects / BugTracker. The client user
Bank Feeds connected to wrong organizations
Hi, I have two different business accounts at Chase Bank, and want to auto connect the feed for transactions into the organization that each account is for. However, when I di that, Plaid already recognized the business account from one organization,
I do not receive any emails even with all needed records verified by you.
Hi, my domain is calmcos.com and I am not receiving any emails after migration. I can send emails but not receive any, please check and help me resolve this problem. All the best
Bank Feeds - Saying Updated, Actually Not
My bank feeds across the board are saying that they're updated as of today, but they haven't actually updated since the last time I did it manually (by clicking refresh feed, not a manual import of a file). I don't mind terribly having to press the refresh
How to stop Zoho mail from jerking my messages?
Whenever I click on a message in the middle, Zoho throws it to the top. Feels like a rug being pulled from under the feet. How to stop Zoho mail from doing it? Just leave my messages alone. Thanks
Bug Between Zoho Project and Zoho People interface with "Billable" vs "Non-Billable" changes
Zoho Project does not capture the correct billing status ("Billable" vs "Non-Billable") from Zoho People. This bug happens when: 1- In Zoho People, a Time Sheet is deleted 2 - A new time sheet for the same parameters (date, client, etc.) that was found
Fill Null Values in Query with previous dates value
I am trying to combine two tables so I can create a burndown report for marketing budget One Table is "Marketing Burn Down Budget - Daily 2023" which is just a table that contains each day of the year, and starts at $500k then drops incrementally each
I get the error " Sorry! We are unable to process your request. Please try again later.' when trying to create zoho mail account
At this point, I just want to delete my Zoho account and start over, but I can't even do that because it just tells me to retry. When I try to create a zoho mail account, I get the above error. Getting a solution is important to me, as this is just the
Display value of latest date in chart
Hello I am making a chart that sums dated numeral values. like so the X axis is a string corresponding to tax year and not a full date. however each record is dated by a date field. each record also contains a Stock Value numeral field. I want to display
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