[SOLVED] Review before submission with files
Hi ! In a simple form with a subform, the "review before submission" option works well only if I don't add a file/image. But as soon as I add an image to the upload field, the review button no longer works. Do you have any idea where that comes from?Zoho CRM for Email ( Microsoft add on app) Feb 25, 2025
We are currently experiencing issues with Zoho CRM for Outlook despite updating the Microsoft add on app and Zoho software to the latest versions. When working in Outlook on our Macs and PC's and 365 on the web, when we try to link an email in OutlookCan I see what clients have filled out while signing is in process?
When I send a document to a client I often get phone calls because the client is having trouble and unable to "finish" executing the document. Is there a way that I can see from my end what hasn't been filled in correctly by the client? I would like toInquiry About Read-Only Function for Form Fields and Request for Development
Can the fields in the current form be set to a read-only function now? I sincerely need this feature. If it is not available at the moment, could it be prioritized for development?File Renaming and PDF Export Issues
Using the Zoho Creator app on mobile, I need to rename draft files and export them as PDFs, then forward them to the LINE app. 1) Is it possible to set the file renaming as a variable (from the form's variables)? For example: Customer Name + Date. 2)Unable to create a Sandbox Error
I am a super admin/owner and when I try to create a new sandbox, it DOES walk me through all the questions but then when I say go, I get this error. Sorry! We're unable to create a Sandbox account for this email address. Please contact us at support@zohocrm.com"Unable to send template message." for Zoho CRM
In Zoho CRM I created a lead from my own number and made some conversation using what WhatsApp api. The last conversation was 30 hours ago and the session is expired. To resolve the session expiration issue I created some WhatsApp message templates andConversion: Lead to Custom Module
I need to convert my lead based on certain criteria to a module I created. But Contact and Company module are pre-selected in the workflow rule page. Is there a workaround for me to be able to select the module I want to convert to?Why is Zoho Mail support so lousy?
This is not the first time I voiced out about this, the first time was 2 months ago https://help.zoho.com/portal/en/community/topic/what-the-actual-fk-is-wrong-with-zoho-mail-support where I had to follow 7 times in the span of 2 months to get a (unhelpful)Weekly Bug: Related Record Bug,
Hi Zoho, Weekly bug. As an admin, why I don't have authority to enter to a lookup module? It states it is an internal error. I reserved your developer for other issues at earliest 3 Mar..I cant elevate to admin mode with a remote pc using windows 11 home, first shows agent relaunching never finish so i reload assist webpage then says "Unable to Elevate to Admin mode due to an active
I cant elevate to admin mode with a remote pc using windows 11 home, first shows agent relaunching never finish so i reload assist webpage then says "Unable to Elevate to Admin mode due to an active concurrent session running in Admin mode on this cUnmapped fields in a Zoho Writer Merged document with Fillable Fields
Hi! My business has some document complexity. I have figured out how to set up a document to merge fields from Zoho Forms, and added fillable fields. I have an error of 3 Unmapped Fields. I see the codes for the fields, which are a sequence of numbersCreating event in Outlook calendar from project is not formatting the date correctly for 'All Day' events
As you can see here, Flow is meant to be formatting the date like yyyy-MM-ddT00:00:00 for an 'all day' calendar event in Outlook. Note specifically that it is meant to append the date with 'T00:00:00'. But this is not happening, it is only formatting[HELP] My PageSense Data Is Not Accurately Reporting Zoho Sites Data.
I have been running a Zoho Site and connected to Zoho PageSense. The data is insanely off. My Zoho Sites shows 2,219 Session Count for February 2025. My Zoho PageSense shows 15 Visitors for February 2025. What is going on that is preventing my Zoho PageSense[HELP] My PageSense Data Is Not Accurately Reporting Zoho Sites Data.
I have been running a Zoho Site and connected to Zoho PageSense. The data is insanely off. My Zoho Sites shows 2,219 Session Count for February 2025. My Zoho PageSense shows 15 Visitors for February 2025. What is going on that is preventing my Zoho PageSenseAdding a new project with Template, the end date does not reflect.
Hi, Using the API {POST /portal/[PORTALID]/projects/} it all works perfectly. Once howevery a template ID is introduced, suddenly the end_date is not reflective in ZOHO projects. There are no errors returned and it works perfectly besides the end dateCan send emails but not receive them
Hello. I can send emails but cannot receive them from 8 hours ago. Please, I need your help to fix it! My domain is cuidatusaludemocional.com RegardsCampaña suspendida
Buen día, La presente es para solicitar su colaboración, teniendo en cuenta que estamos realizando una segunda campaña, pero ahora aparece en revisión " Nuestro equipo supervisor del cumplimiento normativo necesita información adicional sobre su direcciónCampaigns - Can not authenticate domain
I am trying to authenticate my domain in Zoho Campaigns and I am receiving this message: This domain has already been verified in another account. If you'd still like to use it for this account, please contact support (at) zohocampaigns (dot) com for further assistance. When I was first looking at Zoho I signed up for a Zoho One trial account. In this account I tried many of the apps. After the trial I decided that for now Zoho One is more than I need as I am a freelancer/small business. I deletedBug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make anyMeeting invites not showing meeting info
Since yesterday, meeting invites show up with the calendar icon, yet the meeting card (where you normally see the option to accept, the meeting date/time, etc.) is not showing. I've tried different browsers, and the desktop (lite) app. All present theME SALE ESTE ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked
Me sale este error al intentar enviar mensajes desde mi correo electronico de Zoho! My ZOHO MAIL reports a 554 5.1.8 Email Outgoing Blocked error and thus I can't send emails.- Please can help me restore it urgently?Form and CRM Email Template url processing and/or prefill broke
Hi All, I have an open ticket with Zoho support on this, but it's so urgent I hope I can get help here, too. Today something in the Form data collection url processing broke and there were zero changes made by yours truly that touched any part of theCustom Label are not honoured in one place
FYI, i set "meeting"Bug: When translating a form, the format of description fields is getting destroyed
We have a description field that shows an image and a header. The header is not formatted anymore after translation and the picture is gone.Using Zoho CRM API, how can I update a file_upload field to link to a WorkDrive folder?
I have a deluge script that automatically creates a WorkDrive folder when a new record is added to a custom module. This is working fine. Inside this custom module, I have a field called 'Work Drive'. I want to update this field to link over to the newlyDiagnostic-Code: 4.7.650
Good Afternoon! Today i had this problem with all the emails that i sent... The original message was received at Thu, 23 Jan 2025 11:44:20 -0800 from vxxxxxxx@fxxxxxx.mx [vxxxxx@fxxxx.mx] ----- The following addresses had fatal errors ----- [sxxxxxxxxxxxxxxxxx@hxxxxxxx.com]Scanning Documents not working
I just recently started using Zoho Notebook on an Android and tried scanning in documents for the first time today. It works fine with Evernote but is not working at all on Zoho Notebook. I go to capture, then document. I've tried it with and withoutCannot use a Zoho Form in CRM Email Template
I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I getCreate a task based a date field and a drop down to generate a next contact date.
I hope I can explain this right. My ecommerce business has a lot of regular customers who all purchase at different order frequencies. I'd like to set up a workflow based on the last date a customer has placed an order and set a task to contact a customer,Account inaccessible
Hi support team Please adviseMX Records Problem
We have been using Zoho Mail for about 1 year. We changed our hosting company in the past weeks. We also transferred all MX, TXT-like records. It went smoothly for a while, but then we got an MX error. Although we reconfigured it again. It does not validateCash Basis VAT RETURN REPORT Required in Saudi Arabia
Zoho Books in Saudi Arabia not showing TAX RETURNS report on CASH Basis.. It only showing accrual basis. Oforur requirement is both reports (Cash Basis and Accrual Basis ) , same like indian Edition of Zoho Books showing. CASH BASIS RETURN is our BasicUnable To Score Quizzes Created From Question Bank In Zoho Learn Courses
I am unable to publish results from quizzes learners have completed through Zoho Learn Courses. Details: Quiz created with question bank Learners finish and submit quiz I am able to review and mark scores for questions, but the scores are not recordedA consultant with different working hours for each workspace
As of now, it doesn't seem to be possible to set different working hours for a single consultant in two (or more) different workspaces. For example: A consultant is going to work 2 weeks/month at workspace A and 2 weeks/month at workspace B. Yet, rightZoho Bookings NOT Reflecting Accurate Timezone Settings
Hi - I am having issues with Zoho Bookings, as the timezone that is showing on the live page is not reflecting the customer’s time zone (see screenshot showing 12:15pm scheduled meeting with 11hr difference reflecting the same timezone MST). I have updatedUnable to Merge & send for sign collection - Error "Failed to send for collection. Internal error occurred in Zoho Sign."
Hello, We have been using Zoho CRM to create Contracts thru mail merge and then "Merge & send for sign collection", now we cant use it anymore, for some reason zoho sign creates a "Draft" of the document but never send it, what can we do to get back theNot receive OTP via phone sms
Hi, I have a Zoho account where I cannot sign in it as I not receive the OTP sms. Previously can receive but start from yesterday not receive anymore. The phone sms working fine as I still receive sms from others.Copy button for unattended installer broken.
Come on guys this is a simple fix on your website. Why is this not been attended to? I keep getting pushed into support cues and the technicians don’t even address the question I’m asking. This is a great product do not let support technicians damageZoho Sheet import error
The error "Sorry! Couldn't import the spreadsheet. Please try again later." appears when trying to either of the attached spreadsheets, and I'm not sure what the reason is.Next Page
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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
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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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