Tab order for custom phone fields.
Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear forWorkdrive API Get list of Sub Folders not working
Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfoldersAdding a Download field to a form
I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.We are being overbilled by Zoho and they refuse to correct it
We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 monthsUnable to send e-mails to an specific address
Hello. I'm having problems sending e-mails to my shipping company. user@shippingcompanydomain.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 <user@shippingcompanydomain.com>: Recipient address rejected: User unknown in virtual mailbox table Reporting-MTA:Bar chart from Deal Stage Snapshot table not showing right amounts
Hi, since we needed to track the changes of our deal pipeline over time, I added a new data source and selected 'Snapshots' to start the sync. At first I thought it was working just fine, after a few days I realized that something was wrong with the amountsHow do I set up Contact Scoring for my existing contacts
I'm trying to set up Contact Scoring for my subscribers, 9 months after creating the database. I've added the Campaign Activities, but none of the contacts have a score. How can I update all the contacts so they show a score? My goal is to ultimatelyZOHO PEOPLE
HOW CAN I DELETE LEAVE HISTORIES IN ZOHO PEOPLE?Zoho Meetings - Scheduling sucks
I wanted to try this out for our little meeting group. I scheduled the meetings for Tuesdays, Thursdays and Fridays. No matter what I did, the meetings all showed on FRIDAY. I changed the date and hit save. Still friday. Terrible system. Back to ZooNot able to create a new, second help center
Hi. I'm not able to create a new, second help center. How can I solve this problem?SSL Certificate Error - Connection is not secure
I am new to Zoho Desk, but I've tried to link our new Zoho helpdesk to our domain via the subdomain https://helpdesk.leannova.de It appears the CNAME change we implemented is working, but we're getting an SSL error that looks like this: *********************************** Your connection isn't private Attackers might be trying to steal your information from helpdesk.leannova.de (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID This server couldn't prove that it'sERROR:554 5.1.8 Email Outgoing Blocked.
Buen día Tengo un problema con una de mis cuentas de correo corporativo, investigue sobre el error, borre mensajes y el problema persiste. No se como puedo desbloquear mi cuenta de correo. El correo en cuestión es dinagramascentro@servicioslatinosltda.coDataPrep Bigquery Connection failed
Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.HTTP Error 500 when creating E-Mail Draft with API
Hi, I tried to create an email draft for a ticket using the Zoho Desk API (v1); however, I continuously receive HTTP Error 500: An internal server error occurred while performing this operation. I've tried both curl and Python implementations, but neitherHow to Set Column Widths in a Table with Matrix Choices as Percentages
I want to set the width of a table as a percentage. (Matrix Choice>dropdown>Properties>Answers>Modify Column Width) Each column should have its width defined and controlled using percentage values, not fixed pixel numbers. Can I do this, and how shouldEmail não baixa nem anexa arquivos
Boa tarde. Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Tentamos no Windows 7 e 10, e mesmo assim não baixa nada. Somente pelo app do celular consigo baixar. O que posso fazer?Email zoho não baixa nem anexa arquivos
Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Não baixa nada. Somente pelo app do celular consigo baixar. :(Problem adding emails to my account / Email Address already exists or associated in another Organisation
Hello, I am trying to create 3 emails that I previously deleted, but it gives me the message that you see on the screen below, I tried to write to support but I still have no response, what else can I do?Table Display Issues in Horizontal Mobile View.
When I try to adjust the table size in properties > Answers > Modify Column Width, I encounter a display issue when the form is viewed in horizontal mode on a mobile screen. There are large empty spaces that appear, making it look unattractive (as shown"Processing"
Hi, All emails outgoing are showing "processing", any issues? ThanksFormulae field(Sum) not updating when a sub form entry is deleted
Hi there, I was facing this issue wherein I have a main form called 'Work_order_Form' and in that main form I have a sub form called 'Items' and in that items I have a field called 'Print_Charges'. So in my main form I have a formulae field which calculatesZoho CRM not saving edited quotes
When I am editing existing quotes, zoho CRM often gets stuck and I see only the red circle with line through it when I try to save my edits for that quote. This is destroying my workday. Help please!Books Custom function - Not executing..
Use case : Module involved = Invoice When an Invoice is "Approved", the "current date" is more than "n" days and the "Amount" to be received is more than 0 I want a cliq message to be triggered in a channel and to be executed Daily(Scheduled) at 10:30Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. WithZoho Sites and CloudFlare DNS issue over HTTPS
I have a Zoho Site with a custom domain voterprotectioncorps.org NameCheap is the registrar CloudFlare is the DNS manager, using custom Nameservers (see attached) I installed the SSL cert via Zoho Sites (the "Add SSL cert" option that installs the freeCan't send mail Reason:554 5.1.8 Email Outgoing Blocked.
I send messages to my clients for my agency to my targeted clients last night I got (Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked) this warning. Now I can't send mails. Please fix this issue.erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido
Olá, não consigo enviar ou receber e-mails, pois mostra uma mensagem de erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido.. Por favor, ajude-me a corrigi-lo. Obrigado.Outgoing Email blocked
Hi Support Team, My outgoing emails has been blocked, Appreciate your help to unblock it. Hartron TradeZoho Account search not finding account even thought account is created
Hi Over the last week I cannot find a account on a lookup field, the account exists as when I check in the module its there. Any lookup filter, in a lookup field fails to find the appropriate account, im not sure if you have a Regex issue but its clearlyZoho meeting api not working in trial version
I have and free trial meeting access. When i have tried to create a authentication code for meeting it shows Invalid OAuth Scope error. My code: $client_id = 'client_id'; $redirect_uri = 'site_url'; $scope = 'ZohoMeeting.organize.CREATE,ZohoMeeting.organize.READ';Search terms from ASAP widget are not showing up in my Zoho Desk analytics
When people perform searches in the Zoho Desk ASAP widget, the search terms do not show up inside my analytics report. But when people access the KB website directly and then do the search, the keywords ARE showing up. Is this a known issue, or am I justAutomation Issue with Email Templates in Workflow
Hello Zoho Support Team, I’m currently facing an issue with the automation setup in my workflow for following up with applicants. I have configured the workflow to send out emails with different templates, which work perfectly when sent manually. However,Failures installing Unattended Agent using Microsoft Intune
Hello, I configured Zoho Assist Unattended Agent using Microsoft Intune, following the steps outlined in this article, using a .MSI installer. I added a pilot group of users and for 6 of them it installed correctly and I see their computers in Zoho AssistZoho Books says "Please ensure that the "webhook_name" has less than 50 characters."
I have a custom module on Zoho Books that creates a customer trip record. It has a customer field to link to their account information. When these entries are created, I want to fetch this customer's information so I can put the selected customer's addressZOHO MAIL not loading
Hello, My zoho mail is not loading. Both my desktop version and in google chrome. It opens but then doesn't load any charts. Are there any issues and how fast will it be resolved? Rafal.Zoho Storage Limit in Account where Multiple Emails are Accessed
I have a main email account but also access three other email accounts set up in Zoho regularly so I set them up under my main account. Each account should have its own storage. However, I recently got a notification that my email was reaching its storageNot Getting Emails
I am not getting any emails. All DNS is correct. I have been waiting for over an hour for my test email from my personal Gmail account to arrive into my Zoho Mail.Unable to receive emails from WordPress website contact forms.
MX records are set up correctly, and email routing is set to remote. I am using WPForms on my website, which has been configured to send notifications to my Zoho mail. When I configure the notifications to my gmail account it works perfectly but I wantNot receiving emails; sending fine
I got my last email at 5:09 MST this morning, but I'm not receiving any right now. I've made no changes to my MX records recently, and when I check them, they point to Zoho mail.Unable to parse JSON field in New Query Table
I have a multiple level JSON field which I am unable to parse. "Complete Blocks"."EVENT_SCORES_JSON":"OverallScore" as Score The above line returns the full "Complete Blocks"."EVENT_SCORES_JSON" field as a Text type field i.e { "OverallScore" : XX, ect...Next Page
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Marketing Tip #13: Win repeat customers with post-purchase emails
The relationship with your customer doesn’t end after the sale; that’s when it begins. A thoughtful post-purchase message shows customers you appreciate them, keeps your brand top of mind, and can even lead to another sale. You can thank them, ask forIntroducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,Features, Feedback and Votes
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 instantly
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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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Introducing the Zoho Projects Learning Space
Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,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 management
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