Unwanted Automatic Text Tampering Of Notes!
Hi 👋 So... I posted about this earlier today... & now my post has vanished!!! 😠Unimpressed by that, to say the very least 😠Everytime I open an already created note in the Notebook App, it's fine for a couple of seconds before changing ALL the text
Can't create an email account because Zoho thinks it already exists
Hi! I'm trying to create the e-mail "Â ventas@planeco.com.ec" but it keep saying this account already exists. Well, it does not... What happened is that when i first entered Zoho, i typed this email at the Sign Up screen (i messed it up, i know)... Then
Now that's magic!!!
Hi, My posts vanish when I send them. I can't find them. This is my 3rd post. Anyone ang idea's as to what's going on? Hrmmm, -BIG J
Tags in journal entry
Hi, I use tags to split revenues and expenses by branchs. But when I do manual journal entry, we cannot add tags. For those who use tags, do you have the same problem? How are you able to get a P&L by branch? I use manuel journal entry to post payroll
Workdrive extension no longer loading
Not sure when it started (was out of office last week) however the Zoho Workdrive extension integration is no longer loading up Workdrive within CRM to create folders automatically nor manage files within CRM. Tried uninstalling and reinstalling the extension
Problem with Account searching while creating Deals
Hi, Recently some of our users reported problem with creating new Deals. The used to type few first letters of the company name in the Account field and it was finding the right Account. Now some users type the whole company name and system finds no Accounts
Problems With Zoho Mail
Hey, Anyone else experiencing server issues this morning with Zoho mail? I seem to be receiving a variety of error codes, such as "Problem in sending email in IO operation" and "Error connecting to server," among others. Are these problems limited to
Export form and subform data into spreadsheet
Hi How do i export my data from a form with subform into spreadsheet where the subform with multiple rows are exported into individual rows and columns? If i do a normal export, it join all the subform data into a column seperated by space/comma. I need
Reply within Ticket
I'm sure this has been asked before but I cannot find any threads on this. So when we are working on a ticket and need more information from the user for example, we reply to the ticket asking for that, and they then reply back to us, why does it create
Unable to download Mail for Mac
Unable to download Mail for Mac, the link for the button is just a # url so it just refreshes the page. The download options for Windows and Linux are still available but just not for Mac. Is there a direct link to get the PKG?
Bank Feeds: Multi-Factor Authentication, Auto vs. Manual, Wrong Update Dates
From what I can divine from support here in the forums, it looks like post-update, bank feeds that require MFA (multi-factor authentication) cannot be updated automatically, and need to be refreshed manually. Is this correct? If so, that doesn't feel
Invalid Secret Key with Wordpress Plugin
Hi, I set up all the fields well and it says "Invalid Secret Key", I can send emails from my account but if I send an email from my gmail they do not arrive and I get an error message. Can you help me? I use a plugin in my wordpress called Hide Login
Zoho Groups - Extranet
Hi, I use Zoho Extranet & want to create links that I can share with people to join my Zoho groups (without them being added to my main network). I cannot seem to figure out how to make that work. Help?
Workflow criteria does not save correctly
There are two issues with saving criteria for a workflow trigger. Both the criteria itself and the criteria pattern change after saving the trigger step. I'll define them below and add screenshots for support. Issue 1: When adding a date field to the
Request search not working in zoho one interface, but is working at zoho.com/desk
Request search not working in zoho one interface, but is working at zoho.com/desk Searching for the same ticket: when searching from zoho one:  no results. when searching from zoho.com/desk correct results. See video
Adding CRM Users to Zoho Campaigns
I've created a simple 2 drip email campaign in Campaigns. I would like to see if its possible to easily add CRM users to that list while in Zoho CRM. Is this doable?
Multi-select picklist fields not available as row groups?
Hello, Has there been an update or change to the ability to choose multi-select picklists fields in row groups when customizing a report? I have several custom multi-select picklists that I need to be able to group records by, and now when I attempt to
I'm getting 400 status code, when trying to update my records. How to update records in C# API?
Hello here, I have a problem with updating the field in Account records. How can I do it in C#? My code: I was trying to use request.Ids = ids, but Ids should be long, but an example, it's showing that I have to use List<string>. So how can I update just
bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist
I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host"Â
Option to Disable GST Online Filing
While exploring the settings we accidently enabled GST Online Filing and now we are unable to disable it. The support team says there's no way to disable it. Earlier we were able to view the GSTR 1 but now it's asking us to file the previous month GSTR
URGENT copying, pasting and deleting tables
Have created a table, copied and pasted it once. Second time it messes up the pasted table and impossible to delete it fully again. First table did not delete at all, then all visible parts were gone, but table area still there as blank. Can't delete it. Am working on MacBook Pro, OS X 10.6.2, Firefox 3.5.8, Java enabled Need to have the doc ready by this evening. Please help/assist. THANKS! Gregor
Data import
Stupid import never works when needed, now I have to enter 191 transactions by hand because it's quicker than trying, again and again, to get the import to work. "Rate" doesn't accept decimals?Â
Average below the 95th Percentile
Hi, If i have numbers 0 through 100, the 95th percentile would be 95.9, so number 96->100 are above the 95th percentile. I would like to exclude everything above 95th percentile and get the average for 0->95.9 which should be 47.5. In excel its easy,
Change Zoho Recruit Org Type form Staffing Agency to Coporate HR
One of my Client seem to have incorrectly chosen the AccountType to Staffing Agency instead of Corporate HR, while creating a new Organization in Zoho Recruit. 1. Is there anyway that we could see the Account Type within the Setting or other location
Why is Billing Type a decision box instead of a dropdown menu?
Hello, I've come across a problem. I am making reports in Analytics with data from Zoho Desk. The problem is that when I look up tickets in desk I can see 3 different billing types (Billable, Non-billable and Invoiced) but in Analytics this changes to
CRM Contact Import Function Not Working
I'm trying to import contacts from my ACT Pro CRM and the interface on Zoho simply doesn't work. It will not allow you to select any option to import contacts. Once you choose ACT, the interface locks up. If anyone has a work around for this it would
TalkTalk blocking access to all zoho sites.
Whilst trying to access my assist portal, I was presented with a message stating it was being blocked. I tested several other zoho URL's and anything with .zoho.com is being blocked. Whilst I initially thought the problem could be solved by disabling the blocking feature, I realised there is a wider issue in that no Talk Talk customer will be able to join a remote session as https://join.zoho.com/ is also being blocked. This is a pretty big deal as the vast majority - more than 95% of UK internet
Manage art shows and spectators in CRM
Hello Zoho Community, We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds. Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October
Shipping address gets reset when converting sales order to invoice
We're having a problem with converting Sales Orders to Invoices. When we convert the Sales Order to an Invoice it resets the shipping address. We choose the correct shipping address during the Sales Order process and having to do it a second time is easy
Syncing CRM and Books
I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM. When I do this in Books, I get to the point where I have to pick the "Organization"
400 BAD REQUEST only on POST/PUT/DELETE requests
I am working on a proof of concept integrating the use of Zoho CRM as a data source for a front end app development platform. I am able to authenticate with OAUTH just fine, and to use GET requests to pull in data from Zoho CRM. However, all UPDATE
Automatic change of status to HIRED in case of positive results during the interview
Hello Guys, I have already mentioned the issue in a chat, maybe now the community will support. When we give a review to a candidate in an INTERVIEW window, in case of positive interview I have an option to choose thimb up "hired" in this case the status
activesync function is fail
The webmail is OK, and I can receive email via IMAP, But outlook exchange and phone msync is fail since yesterday. Please help!! @chinarey.com.tw
UNable to personalize email with company name on list
Hi there, I have created a list with a company name field. However when I try to personalize the email subject with the company name, the company name field is not an option - only the first name and last name of the contact. I need to personalize the
New Facebook Page Experience --> No Admin Level anymore!
Hello There, I am having an issue and it seems no one here at Facebook or Zoho Social is able to help us here! Since Facebook is updating Business Pages to the "New Facebook Page Experience" Layout. We cannot use the Zoho Social Lead Form Integration
stratuscdn.com untrusted certificate when opening zoho webmail
Over the last few days I've started getting the following message from my Bitdefender security software whenever I open zoho mail. "firefox.exe attempted to establish a connection relying on an untrusted certificate to js.stratuscdn.com. We blocked the connection to keep your data safe since untrusted certificates are issued by unrecognized Certificate Authorities." The operation of the webmail does not seem to be affected, but is this something that needs investigating? It can occur in firefox and
Invitations i send to my clients from Zoho calendar always end up in their spam folder
When i send an invitation to a client of mine (not to all clients but some of them) the invitations go into their spam or junk folder. I had this issue twice until now, with the client missing the meetings that i thought they were aware. Thank you C
Be wary of workflows!
We have workflows that fail for no apparent reason. After looking at the usage history, the explanation given is "Due to a problem on our side, we were unable to process your request". This is the explanation every time. The unexplained errors are counterintuitive
Hubspot Migration - Zoho CRM
I am trying to migrate data from Hubspot to Zoho for Contacts/Accounts and I am getting this error. Can you please fix this so I can migrate? Note: During the trial period we migrated this data, but after we used the maximum amount of data the trial period
How to add extra days to a date merge field
Hello, I work with generating tutoring classes and we need to give our instructors an attendance sheet pdf for every day of classes. Some classes span more than a day, so we need to create a list for each day. Example: a class is taking place on the 1st
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