Open Activities view.
I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ
Linking the Overview window between reports on a dashboard
Is there a way to link the Overview window for two or more charts on a dashboard? We have several dashboards where users often want to set the window for 3 or 4 reports to the same time period. Doing it manually is time-consuming and cumbersome, but I
Assign account to a ticket created with WebToCase
We use Zoho Desk. Our large client uses WebToCase form to submit tickets. I have two workflow rules: When a contact is created and its email ends with example.com, it runs a custom function, which assigns the new contact the right account Example with
Uploaded Videos not processing
We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.
There is no link between Deals and Projects in Analytics
Hello there, I am trying to link Deals with Projects in a Pivot view on Zoho Analytics. However, there is no relationship, yet on CRM there is a relationship. As you can see below, there is no link between them: However, on CRM, if you go into a Deal,
Zoho mail
Hello, I am trying to create new emails for my account and am unable to do so since it mentions that a transaction is in progress. When I try to change the credit card details registered on the system, it is not even giving me an option to do it.
Reconciliation: don't auto-select transactions outside the entered Period
When initiating a reconciliation for a defined Period (say April 1 to April 30), Zoho Books auto-checks transactions whose Statement Detail dates fall after the period end date. With "Show based on grouped bank statements" enabled (the default), the screen
DKIM Issue with GoDaddy
Hi, I am having issues with DKIM varifacation with Godaddy. I tried the log in to my DSN method on Zoho, it will show connected not status remains unverified. I tried to add it manually on Godaddy as: Type: TXT Name: zoho._domainkey and copied the txt
Issues with completing calls using ZohoCRM and RingCentral
My company has been a multi year customer. We have always used RingCentral for making our sales calls. In a normal call, we are presented a green button next to the phone number of either a company or contact we want to call. Lately, after a few calls,
Custom invoice template issue
Hi. I created a custom invoice template, but it isn't working properly. Even though I select my custom template, Zoho still opens the standard one while showing that the custom one is selected. Please advise on how to fix this
Can't view nor download attachments
Me and a number of people I know suddenly stopped being able to either view nor download attachments that arrive in new emails we receive since this morning. Older emails work just fine and we can download/view them. Zoho Mail states the it wasn't able
Can the SEO Keyword field be increased from 100 characters to the industry standard 160 characters
Hello, Currently Commerce restricts the SEO meta-keywords to 100 characters, which I'd always found to be a bit constraining, often times not enough space to suit my needs. I recently discovered however that search engines will accept up to 160 characters
Topics not loading in individual contact records in Zoho Marketing Automation
When working correctly, an individual contact record in ZMA shows a "Topics" section in the "Subscription" tab of the individual record. However, in 2+ different Zoho accounts and different browsers, the "Topics" section doesn't load and instead it spins
"code":3001 ["Failed to update data."]
I would like to seek your expertise - I might be wrong on my approach also.. I highly appreciate your advice. 1 problem remains is when a new row was added on the existing one [from another form that trigger upon Successful form submission ], it gets
WORKFLOW ISSUE: Zoho Finance Extension
Workflows are no longer triggering in my extension. This is true for the testing environment and 5 other organizations it is installed on. There are no conditions set for the workflow, and this is true for both create and delete related actions. Workflows
Text on Zoho Sign confirmation dialouge is very small compared to text used everywhere else on Zoho Sign.
I've reported multiple times through Zoho's support email that the text on this notification is very small in contrast to all the other text on the Zoho Sign app. I think it's a bug and it just needs the font size to be increased. It's very minor but
Ticket status does not update upon layout change
Hi team, I'm encountering an issue with ticket layouts and Blueprints in Zoho Desk and would like to understand whether this is expected behavior or a bug. Scenario I have two ticket layouts: Helpdesk Integration The Integration layout has its default
WhatsApp conversations are no longer linked to existing threads after reconnecting the channel
Hi everyone, We have an existing WhatsApp channel in Zoho Desk. We temporarily disabled it, renamed it, and then re-enabled it while reassigning our bot. Since then, all previous WhatsApp conversations are still visible in the history, but we can no longer
Can't connect CalDAV
### Issue Summary Can't connect to my calendars using CalDAV and the URL `https://calendar.zoho.eu` ### Steps to Reproduce 1. Tried to connect on multiple devices, on multiple OS's (Android DAVx, Thunderbird, Gnome Calendar, Apple Caneldar). 2. When I
Cannot receive emails
Sent one days ago still no feedbacks, cannot call customer services number
Email Password Reset - Vishal & shaik Vali Babu
Hi Team, The below-mentioned employees are unable to log in to their Gmail due to a password error. Kindly look into this on priority vishal.r@jumbotail.com shaik.babu@jumbotail.com
重要詢問:電子報回信沒有收到
我使用zoho作為寄電子報的mail， 但是我發現從電子報回信，完全都沒有收到!!!(包含垃圾郵件) kit那邊設定確定都沒有問題，請問這邊是哪裡設定有問題導致沒收到呢? (我確認過mail是一樣的)
Seamless and safe way to migrate all my hubspot forms to zoho forms?
Hi community! Our website (B2B consulting / market research), offers a wide variety of public report in PDF formats stored behind forms previously hosted via Hubspot. As we are migrating to Zoho Forms, I am facing an issue. Example: Form A (Report A),
Zoho Contacts *Web Interface Does Not Load* (Tested in Firefox, Safari)
When trying to load https://contacts.zoho.com the error shown in the console is: The resource from “https://static.zohocdn.com/zmail/zm/newContactsChange11/js/main.js” was blocked due to MIME type (“application/json”) mismatch (X-Content-Type-Options:
Zoho Desk: Chromium (Google Chrome, Edge) filename issue when opening/download attachments in a ticket.
Hello Zoho Desk Team. When opening a PDF attachment in a ticket, Chromium-based browsers such as Google Chrome and Microsoft Edge display the file with the title “content” When the file is saved, it is downloaded as content.pdf instead of using the original
Forward email from filter
The documentation says there should be an option for an email filter to forward the email to another address, but that option doesn't show up on my list of filter actions, how can I get it to appear?
Workflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salesperson
Email Forwarding | How to Enable and Disable Email Forwarding on a Non-Admin User Account
Email Forwarding Issue: Enable and Disable Email Forwarding
RECOVER EMAIL
Hi, I cannot recover this email, this has been very important to me. i can provide verification and everything. unable to login and create account. please help me.
Zoho Mail is down?
We stopped getting new emails since 8:42am EST and mail.zoho.com shows an error.
Forwarding without verification
Hi, I use Tripit to keep track of all my business travel. I've recently moved over to Zoho and wanted to set up a forwarding rule to send various travel confirmation emails automatically to plans@tripit.com Obviously this is an email address I don't control,
Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)
I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to
Request to unblock user creation error (This user is not allowed to add in Zoho)
Hello Zoho Support Team, I am the Super Admin of my Zoho Mail organization. When I try to create a new business email user account, I encounter the following error message: "This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com
creating an alias
your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias
IP Address blocked by many servers
hello team this is to inform you that the zoho ip address 103.117.158.51 has been marked spam and not trustworthy by outlook and many other company servers. kindly discontinue using this ip to maintain a healthy domain reputation for your clients. Regards
Side scroll bar missing from "new editor"
The "new editor" simply lacks a side scroll bar. Unable to navigate long notes without using the keyboard. Bad upgrade... (using web version)
Images not saved in notes
Created noteboards and create a note, copy pasted the image, close the note and open again, image is not coming this same problem occurs in note on notebook I have attached the replication steps as video url to analyse it, and also attached the videos
Cannot export Zoho Notebook data nor search via MCP (GDPR)
Hi, I'm using Zoho Notebook for a few years now. Not as my main notetaking app, but for specific usecases I did find it handy. Now I want to export all my data. Preferably all notes in html format with metadata like note title, included images and parent
incoming mails not received
incoming mails not received
Biggest supported size of a note
I'm still testing this ZOho Notebook before purchasing a premium licence and can't work with large notes. I store personal vocabulary in two 13,000-word / 83200-character notes. Same poor experience with PC, Web, and mobile apps: Is there an application
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