Relation name issue with getRelatedRecords
Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to ParticipantsEmail Alert attachments unavailable for Vendor Payments
I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice isW-9 Upload Limitation (250 kb) is Too Small
Nice touch to add a system field to deal with W-9 forms for the US. However, the system limitation of 250 KB is way too small for this. Because the form must be signed, many (most?) vendors use a scanned form, and those are always larger than this. WhileIncorrect Shipping cost calculation - Zoho commerce Shipping method
Hi, there seems to be some issue related to logic used in shipping cost used. Consider the below case: For an item of 100 grams, I expect it to be 75 rupees as that is what I have given in the condition. But it calculates 0.1x75 = 7.5 rupees which isFunction deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked untilIs it a scam or a joke?
I've just created a Zoho account and I already cannot access the "Privacy" section because I'm not the admin of my own account. Not to mention the claim of free custom domains for small businesses which turns out to be a scam because I'm asked to buyWish to Cancel my subscription
Hi , I wish to Cancel my subscription for Site 24X7 and i do not want Auto renewal, under User ID: 839876237. If refund applicable, i can cancel now and get my refund as well. Please adviceZoho Flow - Can not reference Zoho Analytics query table in Zoho Flow
I've created a Zoho Analytics query table and would like to add data from that table to another Zoho Analytics table on a daily basis using a Zoho Flow. It seems, when building my flow, my query table is not include in the list of available tables. IsGoogle ads and zoho forms thank you page 2025
We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how toZoho Writer: Zoho CRM Variable issue
Hi, I encountered an issue when using the Zoho CRM Global Variable in Zoho Writer while triggering a merge from a custom function in a button. In the document template, I'm calling the Zoho CRM Global Variable, but its value isn't being displayed at all.No Incoming Call Notice - SalesIQ Mobile App
Hi there! When a visitor selects Call instead of chat, I do not receive notifications of incoming calls on the SalesIQ mobile app. I receive a notice of a Missed Chat after the visitor hangs up. I think the Calls are still in Beta? It is a pretty coolBank feeds broken again.
Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.Unable to Duplicate Zoho Application
Dear Zoho Support Team, We are facing an issue while trying to duplicate a Zoho application. When we attempt to do so, the process does not complete and instead remains stuck on a loading interface. To help you understand the issue better, we are sharingLayout Permissions
I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.Chat Widget Does not appear for users
The chat icon appears for some users, and not all. I know our integration is set up correctly because of the fact that some users can see and use it. I also cannot provide a link to our website for security purposes. But we need a resolution to this asCan't insert email template
Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I amDouble Opt-In Emails Not Being Sent Across All Forms in My Zoho Forms Account
I am experiencing a sudden issue with the Double Opt-In feature in Zoho Forms. Starting today, when I submit any form that includes an email input field, the expected confirmation email is not being sent to the entered email address. Issue Details: ThisForm not getting attached
After form submission by the user, its not getting attached with the lead. And record not updated.Embedding a Zoho Learn portal into a Zoho Creator app
Does anyone know how to embed a Zoho Learn portal into a page in a Zoho Creator app please? My portal URL works fine when I just paste it into a new browser window. But when I put it into an HTML snippet in a page, it says it "refused to connect". Thesignature on PDF too large
Hello, I've set up a record template for my form so that I can print PDFs in the format that I need. My forms need a couple of signatures from our internal staff - BUT the staff do not sign the form directly... Instead, I have a separate form that each staff person signs (one record per staff person) so that their signature is readily available for their regular reports. So, this means that on the form (the one that I create a PDF from) there is a look-up field where the staff person selects theirProblem passing map to function
Sry for the long post. Including all documentation. Zoho is triggering the following error when I try to pass a map to a function, and I can't figure out why: Error during validation: Error at line : 14, Function specified in criteria has returned nullApi Integration
We are not able to do twilio WhatsApp call or SMS with Zoho.Undo the recent mass update done
Hi My last action is a mass update done to 500 deals , which was done erroneously as the filters weren't selected correctly. Can the last log be undone urgentlySelf Client Authorization Issue
Hi. Trying to test the api integration for Zoho Desk with the Self Client - Client Credintials flow method. I've created the self client, obtained the client id and secret, inputted "Desk.tickets.ALL" as my scope, and "ZohoDesk.[My Zoho Desk Org ID]"Poor Email Delivery
Our company used Zoho about 2 years ago and always had trouble understanding why a great deal of our emails from Zoho CRM and Zoho Marketing Automation ended up in the recipient's spam folder regardless of the email content and despite having our domainBold Keyboard Shortcuts Not Working
Formatting Shortcuts like Crtl + B, Crtl + I, Crtl + U, are not working. Is there a setting to get these reactivated? I can still do things like cut, copy, and paste.Collaborators are not able to upload images
Good afternoon, We have a sheet with 2 current collaborators and when they try to upload an image , a pop up comes up ' server error, there was a problem saving your last edit. Please try again' Can you kindly assist?. Thanks, AnnricaTicket owner for desk ticket can't be set using Zapier "Create ticket" function.
I have a step in my zap where I create a ticket in desk, everything works fine apart from setting the Assignee (Ticket owner in desk). When I look at the data sent to the API the assignee variable has no data I can set the assignee (Ticket owner) if IChatbot hang in establishing connexion with customer service
Hi, When a user try to converse in the chatbot, the bot hang trying to establish a connection. Here are the errors in the console : POST https://salesiq.zohopublic.eu/visitor/v2/notariel/conversations 400 (Bad Request) And also this error : { "error":MULTIPLE SUPPLIERS
I am a wholesale/retail business that has thousands of inventory lines that we buy from multiple suppliers. I would like to do the following: Be able to quickly identify suppliers with their MPN's, costs and lead times in the product screen so that inot able to hit inventory api
when i hit the api with my account keys and the access is provide by the clientTest emails are not sent
Good evening, I've been trying to send test emails to test my campaign to a few emails. Every time, I got the message that the test campaign was sent successfully but no email is received at all. It's not even in the spam folder. I tried to change theSyncing payroll from Gusto to Zoho Books
We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from GustoHome Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open ActivitiesTime field is empty text in pivot chart report
Hello all, I am currently trying to create a pivot chart, where the y-axis is supposed to be a total sum of time. The problem Im facing however is actually using the field, where my metric is stored. It shows up as a simple time field in the form builder.DELETE EU VAT ID FORM MY ACTUAL INVOICE ADDRESS FROM MY ACCOUNT
WE NEED TO DELETE (NOT CHANGE) THE EU VAT ID FROM OUR INVOICE ADDRESS. WHEN WE TRY TO LEFT IT BLANNK, AGAIN SAVE THE OLD EU VAT ID. YOU ARE SENDING US FALSE INVOICES WITH FALSE DATANo upgrade path from Zoho Workplace to Zoho One
Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There is no clear upgrade path. Thanks.Visitors sending message via Whatsapp are not saving on contacts
Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?Unable to add organization consultants and contractors in Zoho People
Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?Can not edit/update lists - save/update button doesn't work
Hello So I have a custom field in subscriber list. If I nere the email click on endit (pencil) and change the custom value to the new one, pressing SAVE button does not do anything. Also if i select multiple emails and then use the mass update feature where I change this custom value, pressing PROCEED also does not do anything. What is the matter, does it just not working, or am I doing something wrong? Browser: Chrome 65.0.3325.181Next Page
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We’re launching the Feedback Forum for our customers. This is 'THE' place where you can add everything you’d like to see in Zoho Books. If you don't find the specific feature you need, simply add it so others can also vote for it. While we cannot promiseFunction #53: Transaction Level Profitability for Invoices
Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.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 on
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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
Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of
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