Not receiving New Ticket Emails
Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving theRefreshing screen collapses Starred Views and Expands All Views
Just in the past few weeks I've noticed that when I refresh my screen, it now collapses my Starred Views section and Expands the All Views section. This is not how it used to work in the past. It is frustrating.Error in connecting to WorkDrive
I'm trying to write a script to look in a specific WorkDrive folder and if there is a csv or xslx file, copy it to a different folder with a modified filename. That gave me the error: {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]} SoCan not figure out how to execute python script
I have emailed support 3 times and gotten no response, so maybe some other early adopters can help I created a flow I installed the agent I connected the agent then I get to this screen I have put my script everywhere I can think of, I have tried at leastSubform Lookup field showError doesn't clear in Client Script
I have a lookup fields Deal, Account and Lead in Subform, I am checking if its null or not If its null It shows an error, but when I select some value for the Lookup Field it doesn't clear the error , for other fields such as single line or pickup etc.Participation handler does not get triggered on photo comment edits
I'm working on a bot participation handler to automate a task. For this to work, a photo with a comment is required. The bot does see a "message_created" operation, but it does not trigger a "message_edited" when a photo with a comment that has been postedQuery Regarding dynamic Item Creation for Invoice via Zoho API
Dear Zoho API Team, I am currently working on integrating invoice creation using the Zoho API. While testing, I noticed that the item_id is a mandatory field in the line_items section. However, there are scenarios where an invoice from a third party includesHaving trouble with emails not sending from zoho mail web client
Hi we have been having this problem from a few of our email accounts where they are unable to send the email at first and then if they try to send it multiple times quickly the email appears to send but does not show up in sent. The Error is shown below. Unable to connect SMTP server:smtp.goric.com Reason:Unknown host:Duplicate Contact Records in Zoho CRM
Hi team, Has anyone experienced an issue in Zoho CRM where contact records are suddenly being duplicated? I noticed today that some of our existing records appear to have been added again as new contacts earlier this morning. Appreciate any insights orStorage Issue with Zoho Sync
Hello Zoho, We have uploaded multiple GBs of Data into ZohoDrive but the actual size taken in the windows is worrying us. The difference is folder / drive size was significant and it cannot be caused due to small word/excel files. I hoping all the uploadedHow do I add new line and format text in zoho desk ticket?
I am generating a ticket via API and looking to update "description" field of ticket whenever I need. Is there a document where I can find supported formatting for description field on a ticket. I need to find: Adding a new line and adding bold text,Email Builder Editor is not functioning or loading correctly
Email editor function is not working or loading correctly in any template, new or old. Cleared my cache, restarted browser, problem unchanged.Issue in downloading the sent logs
Hi Team, I'm unable to export the sent file for any email campaign. When selecting all fields, the system indicates that the document will be sent via email, but I haven't received it. At times, it shows a download option, but the file doesn’t get downloaded.No Responses in PageSense Polls
Hello everyone, I have launched a poll on two websites yesterday and I think that responses are not being recorded correctly at the moment. I can see the poll on the page and have tried to submit test answers which are not showing on the PageSense report.Facing issue when sent mail using zeptomail SMTP - Hard bounces || webscreenscraping.com
Hi Support, User ID: 706899850 We are facing an error when send and email using Zeptomail SMTP especially from sales@webscreenscraping.com to sales@xbyte.io Reason: policy-related Message: 5.2.3 MailPolicy violation Error delivering to mailboxes Remote-MTA:Dynamic Date Filtering for KPI Widgets – Need Help with Query Table
Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboardTeamInbox Rules Not Working
I have set up very basic rules, both at a team and personal level, but nothing works. E.G. Trigger: Inbound Message From: [sender email address] Has Attachments Apply Tag: [tag selected] The above ruleset is very broad and should automatically tag allFunction to check frequency of customer ordering patterns
Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and ClaudeEnable Filtering by Notes in Accounts & Other Modules
I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would alsoMass Update Doesn't Trigger Workflow
Hello there, I made a workflow in Zoho Desk, and its related to Ticket module, when I update the field workflow triggers, but the problem is when I update the field in Tickets module List View (Mass Update) the workflow isn't triggering. If I can't triggerUnparsable Date when hour side is 02
So this is a crazy error I am getting. I got this one 1-2 years ago as well, and specifically added conditional clauses to workaround that. But now I would like to create a topic and see if anyone else is getting this error. Here is how it goes: We haveHow to configure Choice-based Field Rules??
I have multiple choice, drop down and subform in what i created. However, I can't configure the choice based rules. There's no button link for that. Please help https://forms.zohopublic.com/specialevents1/form/IslandKidsConference2025/formperma/ZCXsThere is no opton to download the Active User list in Zoho CRM Of users
There is no opton to download the Active User list in Zoho CRM of UsersRejected Accounts still listed for Deal
Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys helpIssue with Zoho CRM DELUGE Search – No Results Returned
Hi, I’m trying to run the following code, but it returns nothing. I have 4 records where the Next_Date field has the value "OK". I tried changing the date format to different types, like "2025-01-01", but I still get no results. Can you help me understandIMAP not working on iPhone or MAC
Suddenly all email servers have gone offline for IMAP on two different domains. Is there a reason ? Port 993Urgent: Server Error & Broken Files in MS Office
Hi, We have attempted to reach you multiple times via chat, email, and this platform but have not received a response. We are experiencing the following issues: When opening a document for editing, we receive a "server error" message (see attached screenshot).No special characters on Brand's name.
Our brand is called Haber's and we can't add that name because of the " ' " please allow special characters on brand's name.Approver
I noticed that this year, the leave approver for all employees has been changed to the portal admin. How can I revert this and set myself as the approver again, as I was previously?Bookings Sync with Zoho Calendar Breaks Again and Again
I have documented notes since June 2019! The sync between Bookings and Zoho Calendar continues to break at random times. We are nearly 3 years later and still have sync problems pop up randomly! As I type, it's broken again. I have been a stubborn clientCan't Reschedule appointments
Hi, I am attempting to reschedule all appointments for this week from one Trainer to another. I have made sure the time is available in the Trainers calendar we are moving the appointments to but whenever I go to reschedule the appointment it still comes up saying the trainer has no available time at all this week. The next appointment is Wednesday 11am so need to get it switched over ASAP!! ThanksZoho Bookings Not Showing Allocated Time Slots
Hi, I have a real problem at the moment with Zoho Bookings not showing any available time slots and really not sure why this is happening. Could Someone from support please investigate. I have gone through all of my settings and calendar integration and can't see what the problem is. WOuld welcome some support please. https://zoho-tony1709.zohobookings.com/#/customer/coachcurl https://zoho-tony1709.zohobookings.com/#/customer/tagb TonyLink for booked scedule on invitation
I hav installed some sites for booking appointments in the booking app ... but tht invitation does not contain a link to the meeting software e.b.ZOOM, Google Meet or Teams ... how do I fix this?Guided Conversation History Does Not Show in Ticket Submission
Hello, An issue I've noticed is that once a user steps through the 3-5 questions on the guided conversations bot that raises a Zoho ticket for them, the history of the selections do not show on the ticket. It would be beneficial if the ticket could includeSubform Bug during Approval Process
If a field is editable during the waiting stage of an Approval Process and a record is modified, the subform glitches. Steps to reproduce: In the Approval Process, allow a field to be modified while waiting for approval. Edit the record during this stage.View icons need improvements
Does anyone else have an issue where section and view icons are regularly overwritten and have to be reselected? I get it often and it's an irritant. They randomly change back to a computer monitor icon without my input, and I have to keep putting themDeluge Script
I am new to ZoHo, and my company has a form setup to input different data. I am trying to setup a workflow to hide certain form fields from which user is logged on. It is not working (either it does not hide the fields or it hides them for everyone).Zoho Desk Ticket Windows are smaller
Hi Zoho, All of a sudden your ticket windows have become smaller, any idea on what's happening? FYI that my browser window size for Desk is 100% But on my general dashboard view, it's fine.Track Partially Raised PO from Sales Orders
If I have a sales order with 15 items and I converted it to a Purchase Order with 12 Items These items are invoiced and billed, the next time I convert it to a PO i should get 2 items listed but it shows all the items again Why doesn't Zoho Track theTeaminbox whatsapp integration not working since saturday
Hi, I dropped an email to support@zohoone.com and a web form. But I didn't get any responses. I checked the whatsapp link via the setup > Organization > Organization > Channels, and checked the whatsapp accounts in facebook business portfolio, it's allNext Page
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Marketing Tip #1: Optimize item titles for SEO
Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantlyGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesEnsure 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 onCreate static subforms in Zoho CRM: streamline data entry with pre-defined values
Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next coupleFunction #50: Send Mass emails to your customers
Hello everyone, and welcome back to our series! We have reached a milestone of 50 Functions, which means that we have automated 50 different tasks in Zoho Books. Every Friday, we have shared a nifty function aimed at either automating a task or streamlining
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Ask the Experts 26: Brighten every customer interaction with Zoho Desk all year long
Hello everyone, Greetings and welcome to Ask the Experts 26. As we wrap up 2025, we are excited to invite you to the 26th episode of our Ask the Expert series. 🎄The Merry Metrics Edition = Best of Zoho Desk [Best Practices + Holiday Automation + Year-EndCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageBasic Plan Active but Survey Creation Still Limited to 3 Surveys
I have an active Basic (Monthly) subscription (valid period: Dec 24, 2025 – Jan 24, 2026), but the system still limits survey creation to only 3 surveys, which matches Free plan behavior. The subscription appears active in Portal Information, howeverAuto-Invite Users to Portals in Zoho CRM based on Conditions
Hello Everyone, You can now automate portal invitations in Zoho CRM with the new Auto-Invite users feature in Portal management. No more manually enabling portal access one by one. With this enhancement, you can automatically send invites for users toSynchronise item image between Zoho Commerce and Zoho Books/Inventory/CRM
Here is a blindingly simple idea to tie several Zoho products together. Zoho - please include a method to synchronise the item image (or images) from one Zoho application to another. For example, if you upload an item image in Zoho Inventory, a user should
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Marketer's Space: Proven tips to improve open rates – Part II
Hello Marketers! Welcome back to another post in Marketer's Space! We're continuing from where we left off a fortnight ago. We ended the previous post discussing the subject line, and we'll continue from there. Let's dive right in. Pre-header Pre-headerGood news! Calendar in Zoho CRM gets a face lift
Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activitiesKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howBuilding Toppings #3 -Testing and publishing Bigin toppings
In previous forum posts, we discussed what a Bigin topping is and explored the Bigin Developer Console's features. In this post, we're going to create a topping from scratch and discuss how to test and publish it. Our topping will automate follow-up managementAutomating Employee Birthday Notifications in Zoho Cliq
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