Customer Happiness not clickable when using API
Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink
OAuth with Bubble.io API Connector does not work although it is working in Postman
Hi, I am new to API programming but have successfully connected Google and Asana with the Bubble.io API connector. Also I have setup Postman and can access Zoho APIs successfully e.g. Projects. Scope used is: ZohoProjects.tasks.CREATE ZohoProjects.tasks.READ
Storage Space Issue
I made a few Header templates in the CRM email that adds some fields ( 2 fields to be exact ) to the subject line, however I ran out of "storage Space" when I need to add it to 3 more members of my team. How do I solve this ? If I need to upgrade , which
project profitability
I would love to be able to see my costs for non-billable tasks without that impacting my revenue budget. My project budget type is based on project and my billing method is based on staff hours. if I turn on the option to include non-billable hours in
Client script: Can not choose a date field for an onChange field event
Hi Zoho Team Why can't I choose one of my date fields to trigger an onChange event? Is this a client script limitation, or something wrong with my instance? If it is a limitation, is this mentioned in the documentation anywhere? Thanks. Marcus
Zoho mail filter Add to WorkDrive doesnt't work
Hello, We have a problem with using the filter in the email. So, we want that when a bulk payment confirmation from the online store arrives, this email is automatically saved in HTML format on the drive using the action 'Add to Zoho WorkDrive -> Email
Emails take up to 14 hours to arrive and often never arrive at all.
I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from
Emails take up to 14 hours to arrive and often never arrive at all.
I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from
Address Input and Map Functionality Challenges in Zoho: Need Advice
I just started using the Zoho ecosystem for my business. Everything seems to be working fine, except for the map features built into the applications. It's quite difficult to input an address when creating a new lead. Some of you might suggest using extensions
Tracking leads through the sales process
Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a
Zoho developer edition does not work for us
Hi Is anyone else having this problem? I'm signed in with our admin/super user account. When I click on the link on this page: https://www.zoho.com/crm/developer/docs/dev-edition.html I am asked to agree to Terms and Conditions. Clicking Agree to Terms
Alert for Back Navigation in Zoho Creator Widgets on Mobile Apps
In Zoho Creator widgets, when a user navigates back on mobile devices, the data within the widget is reset. This leads to a loss of any unsaved changes or inputs, causing frustration for users. To enhance user experience, we need to implement a confirmation
dataprep connection with databridge
Hi i have tried con connet using you r data bridge before an database on analitycs and today im'trineg to confirgure anoter conenction trouht datbridge application . bu unfortunately i cant connect to anyting. i don't revice any errors or any infiormationa
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hello. My domain was renewed recently and since it came back online I've been having this issue. Read it here that I need to verify it again with Zoho. How can I proceed to this verification? Thanks!
Need to change author's name in blog post
My colleague wrote a blog post for our blog but when I put it on our site, the author's name automatically populated as mine. I contacted ZohoSupport and was told to change the Nickname in my profile. Well, I did and then ALL the blog posts were listed as being written by my colleague! Is there any way to simply change one blog post with the correct author's name?
CRM Calendar Sync Not Working
I can't get any meetings where I am a participant to sync with either Bookings or Office 365. It syncs fine when I am the host, but as a participant, it just ignores the event. I have clients booking meetings when agents are in training or OOO or any
Encountered an error while creating a bill in Zoho Inventory: {"code":6,"message":"Invalid data provided"}
I attempted to create a bill using the Zoho Inventory API, but I received an error: {"code":6,"message":"Invalid data provided"}. However, when I made the same request again, it was successful. Does anyone have insights on why this happened?
Zoho vault uses only password to unlock not a TouchID
TouchID works when normally openning app but when called from keyboard while browsing or trying to log to another app it shows only password option to unlock. This behaviour is only on iPad Mini witch latest 18.2OS
Unable to add Guest Members
We are having issues adding Guest Members to our Cliq account. We have sent out a number of request but it seems that only some people are able to access the platform. Others have received a message stating that they need to be granted access from an
Team Inbox is not working AGAIN
I like Team Inbox in general. It makes using a collaborative inbox easy - when it works. The problem is that it doesn't work at times - and it seems to not work, a lot. It's not catastrophic failure, it's little things. Unable to send messages Unable
Zoho one
I am starting Zoho one as a beginner and there is Zoho crm and Zoho sales which i needed to work on but it appears in unassigned apps. What Should i do now?
Iteration through a list - Coming up against a "Failure to update function" error
Hi there! I've been attempting to get a deluge script working and am running into an error that I have been unable to resolve. The error I am getting is Failed to update function Error at line :18. Improper Statement. Error might be due to missing ';'
Emailing lookup field but placing this as an ID or number rather than text
Hi there, First time poster and have been a user of Zoho Creator for approx 6weeks so forgive my ignorance as I learn to code. We have a need to send an email to a specific email address with some of the fields triggered by the submission of a form. In
Contacts marked as Spam are shown as Contacts in tickets.
Hi Zoho, If a ticket is marked manually as Spam you get an option to set the contact as Spam as well. It would be great if there was another option to delete this Contact. This would be based on the understanding that it wouldn't be marked automatically
Issue with Bulk Edit Triggering Function Multiple Times in Zoho Report
In our Zoho report, we have observed an issue where executing a function during a bulk edit operation runs the function multiple times—once for each selected report entry. This behavior is causing errors due to overlapping or redundant executions. Our
Help - How Can I Enter a Hourly Rate (Global Cost) for our Team for Profitability Reporting?
Hi everyone, I'm hoping someone can help as I am at a loss and am quite shocked (if true) at the lack of functionality in Zoho Books. We run a company in which we do hourly jobs for clients and we bill based on the hours of work completed. Projects are
Organization Variables - Restrict Access
Currently, there is no way to restrict the access to organization variables. This leads to a problem when storing API related values that should be kept secret as anyone with access to create and edit email templates, workflow rules, or inventory templates
Zoho takes too long to load...
I am based in Europe and in the last couple of weeks, Zoho CRM takes minutes even to load modules. Is there a specific reason this is happening? Is this happening to other people?
Accessing Subform Data using getRecordByID
I am getting data from Zoho Creator using deluge zoho.creator.getRecordByID task, from another application. The report contains a subform, and that subform is in the detail view of the report. I do not appear to have any subform data in the JSON response,
Zoho One not working
I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)
Added Domain but SSL is not being set properly
We added a Domain for our landing page and it pushed an SSL cert to it. The Cert is generated by LetsEncrypt, but it doesn't match our subdomain (i.e., it's just pointing to zohosites.com). How do we get the cert properly setup there?
Canvas List View Not Saving
Hi, I am trying to edit a list view to look different depending on the tags. Everything worked well and saved well with multiple views, but when I have gone back in to make some small changes like moving one of the icons it comes up with the error message
QR codes in templates
I'm excited about the new QR code generator. I have included a QR code that contains the record ID setting "${ID}" as input data. In the report detail it works perfectly but when printing it in a template the code is not shown.
Zoho CRM search not working
The search bar is not showing any results in our CRM installation. We have a lot of items and can not search them by using the navigation each time. Can someone please check this asap.
Tags on notes aren't syncing correctly on Android
I've created notes on the desktop version that have several tags assigned, but on both my Android devices those notes only have ONE of those tags instead of all of them, despite the actual content of the note being correctly synced, and I'm also starting
Where is the setting to enable/disable 2FA?
The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >
Customer Statement Template not matching when sending
Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default
Flow with CRM
Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the
Search function not working anymore
Hi! The search function is not working anymore. How can we solve this problem?
ChatGPT only summarize in English
Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.
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