Having trouble trying to send with a template
Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocument
Anyone else having a problem with the macros?
After I have made a macro and saved it, I went to the manage section, but it does not show the macro (or any macro) I've made. Suggestions or solutions would be much appreciated.
Edge Browser Autofill
When using the autofill feature on the Edge browser, multiple fields open up and start glitching. Please see attached
Cannot apply tags to multiple items at once
It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)
questions regarding links
I am considering switching from Evernote and Notebook is a strong candidate. I have requests regarding links. In the Web and Windows versions, is it possible to display the linked page directly without showing the context menu when I click on a link as
Sort Function on Desktop
I use my DESKTOP version as much if not more than my mobile. As a matter of fact when it comes to entering in the information I use my desktop FAR MORE. The sort feature does not work on the desktop version and even when i sort on the mobile it does not
Font Size Jumps to 72 and won't do 48
I am trying to set my Heading on note to 48. As soon as I start to type it automatically Jumps to 72 and when I try to put back to 48 it jumps right back to 72. It's not letting me do any other size in the text body than 34 (or 32? 36?) When I change
Unable to set repeat reminders
I’ve been trying to set a daily reminder on one of my notes, but keep getting an error message (picture attached). Anyone able to help?
Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each
Email id
My old email id from which i logged in is no longer available with me. I want to change my email id but i am not able to do it. Can somebody provide any assistance?
Grouped Files are completely missing
I made a new note and suddenly all the other notes in groups in that specific folder had suddenly vanished, not in the trash or another folder, completely gone for good, even on the web version. What happened and please how can I get these files back
Apostrophes stop Analytics dashboard rendering when embedded in Creator
I have an Analytics dashboard which I am embedding into a Creator page, prefiltered to the organisations that the user belongs to. This works beautifully, except when an organisation name includes an apostrophe, at which point the Creator page thinks
User data loss
Hello Zoho Team, After the scheduled server maintenance you had, half of my Zoho notebook notecards are gone, not showing in notebook desktop app, notebook web app. And not even in the trash folder. It had some important notes related to my studies. This
Zoho Gmail Extension Not Working Properly
Hello. I am having an issue where the zoho extension added to my gmail isn't working properly. First of all, I cannot open the notebook from the sidebar. I did in the beginning, now I have no idea how to open the notebook. And added some things. Now it
Problem to link zoho CRM to Zoho Desk
Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.
SalesIQ chat not showing up on mobile with react native
I have Guided Conversations and SalesIQ Chat enabled in Zoho Desk. But only Guided Conversations is displayed in the app. Can you help me figure out what I might be missing? Why is SalesIQ Chat not showing up? Thanks
'Operation Failed' when trying to enable Zoho CRM in Zoho SalesIQ
Hi there - I am Administrator for both and when trying to enable Zoho CRM in Zoho SalesIQ I am getting 'Operation Failed' message. I am newish to Zoho and inspired following the Zoholics Sydney this week. Thank you in advance. Sue.
CTRL+Space open Smartchat window instead of Show hint
Dears, Is anyone facing the same issue as me, when using Deluge Editor, it always opens the Smart Chat instead of showing a hint when I press Ctrl + Space. This just happened recently to me and this is frustrating.
Taxes on per diems
Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for users
invokeurl function in Flow to add record in Creator returning response EXTRA_KEY_FOUND_IN_JSON
I'm attempting to create a function in Zoho Flow to add a new record to our Zoho Creator app, but keep getting this response: {
code : 2945,
description : "EXTRA_KEY_FOUND_IN_JSON"
} Here is my function: string createOWSinstallOrders(int customerZohoID,
Zoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?
Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there any
email
the system doesnt allow me to send single emails . Mass emails works fine
Zoho Forms only shows Lead Standard Layout
Hi, I have this issue where Zoho Forms integration with Zoho CRM is only showing the Standard Lead Layout. But in my CRM I've created an alternative layout. I really need that leads enters into the CRM with the alternative layout, because I set up a specific
Maximum number of entries
Please help me with solutions on this error message "You have reached the maximum number of entries allowed" Thanks.
CRM Multiple Addresses
In my CRM I have renamed contacts to customers and have their details......when it comes to address I have their address currently in 1 multiline box rather than all separate. I also need the customers to be able to have Site Addresses sometimes more
Data Prep not loading
Problem is simple, it just fails to load. Peace Robin
Can you edit individual fields data manually in dataprep?
I just need to affect a manual change in a number of fields. Can I do this in dataprep, ie is there a transformation that can do this or it is fixed only to the formulas available to the column? Peace A Human
Some Issues in Zoho Flow
Hi Zoho Team Have you seen something strange in Flow? I received some complaints and looking at the flows I see that they were not processed correctly, this was 1 hour ago, can you confirm if there were problems in Zoho Flow, Datacenter US? All my flows
Cannot access Zoho Desk (Support)
Hello, I have an issue similar to this thread. A Zoho Desk user in our account is able to verify access to their profile. However when they choose "Access Zoho Support" they are redirected to a page with title "Sign Up for Enterprise Plan". Screenshot is attached. This user should be an administer on our Zoho Desk. The user email is keewah.chung@exprealty.com Our portal ID is: exprealty Any help with this login issue would be much appreciated. Thanks!
Zoho OneAuth on Windows 11 Pro Keeps Crashing And NOT Working / TOTP Codes Generated on Android Phone Do NOT Work Consistently
There are major problems with using Zoho OneAuth on both Windows 11 and also on Android from past few days. 1. My Windows 11 computer is fully updated with all patches and security updates from Windows Updates. I have installed Zoho OneAuth on my Windows
Problem with Reply/Forward using alias
Hello, Case: I sent an email from alias and then I want to reply or forward my own message. Problem: In Zoho mail Desktop: When replying, in 'From' field by deafult appears my main e-mail address (not alias) When forwarding, in 'From' field by deafult
error using smtp
I got error when using stmp , shows "C4 NO [ALERT] The server details you are using seems incorrect" But my password is correct, any idea why?
Flows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in the
Automatic replies clogging up our Ticketing System
Hi All, I was hoping someone might have some ideas or solutions about how to manage email autoreplies. When our marketing team send out mass emails through campaigns this can sometimes send a wave of auto replies into desk even when they use a donotreply
Creating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projects
Anyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!
zohosheet keep loading and don't know how to fix it
one of my zoho sheet is getting slow. How to fix it.
Open Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browser
Drill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,
Problem with Width and Height on iframed embedded reports
I am trying to make the embedded report to take 100% of the widget width and height but the only values that works are pixels. Is there any way to use auto, 100%, etc This is a page with two widget. The top widget shows master records and the widget below
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