Modify a standard wedget to create my own customized wedget ?
Below is the std wedget available for dashboard which is great to show the the overdue, current, and all tasks as well as issues for each team member. My problem is this; The list of users cannot be edited (there are admin users which are not relavant
Associate Zoho Billing Invoices with multiple Zoho FSM Work Orders
Hello Latha, We are writing a custom Deluge automation script in Zoho FSM to handle monthly consolidated billing. The script successfully compiles line items from multiple completed Work Orders, interfaces with the Zoho Billing API, and generates a single
Le cauchemar de PEPPOL avec Zoho Books
Après de longues hésitations — car je défends toujours les produits Zoho malgré leurs imperfections —, je me suis décidé à poster cet avis sur ce forum. En effet, depuis plus de 5 mois, les nombreux soucis relatifs à la facturation par PEPPOL semblent
number auto generate
There is a basic need for a function to auto generate numbers. Presently the help pages layout several confusing and non-working ideas. You will not get my subscription without a simple auto number function.
How can I get quantity number for each item from collection ?
How can I get quantity from sub form in another form when I fetch data get it in collection
Error when connecting zoho projects mcp to Claude
When trying to connect zoho projects mcp through cloude, I am redirected to zoho login page, and then after adding my registered email I receive this error: Error while Initiating OAuth Invalid server url. Kindly re-verify oauth url from metadata and
ZDialer app sign in replys: Account doesn't exist
I couldn't find Zoho Voice for a category. Problem: I have an active Zoho account with Zoho Voice and Zoho CRM. I can successfully sign into both services from my computer using my email address. However, the ZDialer mobile app redirects to accounts.zoho.com
Checking validity of fields when converting Leads
Hello, When converting a lead to a contact (and Company), we want to check beforehand if some fields are filled. Ideally a script or action should be triggered to check the fields and then continue if all is fine, or display a message and stop the process. Reasons: Leads are created with few data at the beginning (often name and email), and with time the profile is augmented. Until it reaches some minimal data, this leads shouldn't be convertable as Contacts. Contacts are people we are making business
Error 400 Booking
Added a custom domain to Booking. Am Getting a SSL Error that has some other domain on the SSL and giving a 400 error. Followed instructions and it stated it verified our domain.. However it is not working. Please Help!
viewing deactivated users on a calendar
I was just on help chat Me: Ok, Can i verify that I understand correctly? If i fire someone, I need to deactivate them in zoho asap so they don't have access to company data (like customers). When I do that, there is no way to see them on the CRM calendar
Zoho forms with iframe and Javascript embedding not working
I have integrated zoho forms with iframe and Javascript embedding in my Ruby on Rails application.There is problem form action are not working on clcik on just Chrome browser mobile view ,it's working on Firefox and others.So, what is the solution of
People 5.0 widget and API questions
While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",
Can't send email using template. Email address has been blocked error.
Hi. I'm setting up a new Zoho CRM account and doing our first customizations. While testing the email templates to use during blueprint transitions, I always get this error: "Sorry! Email address has been blocked." Any ideas? Thanks. Bruno
Cannot Send Outgoing Mails on TeamInbox Reason:554 5.1.8
Hello, I am receiving this error when trying to send emails from TeamInbox: Error while processing the request! Unable to send message;Reason:554 5.1.8 Email Could not be delivered for policy reasons. Does anyone know how I can solve this issue? Thank
MARKED AS SOLVED BUT ISN'T SOLVED - Unable to Send Outgoing Messages in Android Cliq App
Every time when an outgoing message in the android cliq app is sent it will look like it successfully sent, but when you check the message it just has an error exclamation point icon next it and has option to resend or delete the message. When the resend
Online PDF Editor
Hello Team, There is a small glitch i found when i was using your online software called "PDF Editor", There is a menu bar on right side comes when we click on 3 dots for any pdf, but that entire menu has no options to choose, that is totally blank, please
Cdata - Looker Studio Community Connector Error to Zoho CRM
Hi! Has anyone encountered the error message below when trying to connect to Zoho CRM from Looker Studio, and found a solution? I opened a ticket wih CData but didn't hear back.
i cant able to transfer data
i cant able to transfer all data in folders (multiple data) from ONEDRIVE Microsoft to the ZOHO work drive. Each time I can only send 1 file. like 1 photo, 1 audio. It's not very useful for me. Please give me a solution to upload multiple files at a
Zoho Desk data sync shows repeated “temporary error” after successful syncs
Hi everyone, we are currently using Zoho Analytics with a data synchronization from Zoho Desk. In the synchronization history, I can see a repeating pattern: the sync runs successfully, but shortly after that, another sync entry fails with the message:
Urgent Escalation Request - Severe Performance Issues and Errors in Zoho Desk
Hi, I am experiencing a serious issue with my Zoho Desk account. Since Sunday, we have been encountering error messages such as "Unable to process your request" when attempting to open new tickets or update information in existing tickets. In addition
Can't Figure out Books and level 2 payment data
Hello, I am having trouble figuring out how to collect level 2 payment data as required by my payment gateway. Last month it cost us almost $5000 in fees because of this. We are invoicing our clients with books and they pay through the link in that email
Issue with Zoho Assist Unattendend Agents Showing Offline
Hello! I noticed that a large number of my unattended devices began showing as Offline earlier this morning (around 745am Mountain time). I checked the Zoho Assist status page but it's not showing any outages. The issue seems to be randomly occurring
Updating Zoho Books UI when a field is changed
I have this script to update Quotes Expiry date. estimateID = estimate.get("estimate_id"); numberDaysTobeExtended = 14; estimatedate = estimate.get("date").toDate(); organizationID = organization.get("organization_id"); estDate = estimate.get("date");
Unusably slow sheet / max exceeded errors (suspect Fill Down + max row interaction)
Hello, I just started using Zoho Sheets and until I started working with formulas, all was well. At this point though, my sheet has become unbearably slow. I don't have too many formulas in yet and under 200 rows of data. Columns: not sure how to count
Purchase Order Quantity Validation Not Enforced During Bill Approval
Hello Team, I would like to report a potential issue in the Purchase Order to Bill workflow. Steps to reproduce: Create a Purchase Order for an item with Quantity = 100. Approve/sign the Purchase Order. Convert the Purchase Order into a Bill. Change the
Worst product ever designed - Zoho Books.
It is designed and conceptualised by people without any financial background. Basically bunch of software engineers who knows how to code. They dont have any idea how finance people will use this product, what are their requirements, how transactions
Disabled Zoho Sites Builder. Not Loading.
Hello! I have problem on all operating systems, and all internet browsers. Entire menu in site builder not respond to clicking, looks like freezing. Edited page not loading. Regards, Tom
[BUG] Zoho CRM Mobile App – "Deal Name Cannot Be Empty" Validation Error When Cloning an Existing Deal
Summary When cloning an existing Deal record in the Zoho CRM mobile app, saving the cloned record fails with the error "Deal name cannot be empty" — even though the Deal Name field is visibly populated with a valid value. The save is blocked entirely.
Blueprint Transition Task Not Being Created or Displayed
We have configured a Blueprint transition that is associated with Tasks. During the transition, we enter all the required task details, proceed to the next step, and save the record successfully. However, the task is not being created or displayed anywhere
Attachments_Upload Failed
All users are unable to "Upload" attachments within a project. CRM was working fine up until about 3 minutes ago. Continues to say "Upload Failed"
Can't add developpers to our zoho creator app
Hello, I've been using creator individually for a little while now, Recently, I wanted to add one of my co-workers as a developer on our app so that they could also help with troubleshooting, development and scripting. However, whenever I try to add
Zoho CRM Deal API returning null pipeline in case of default pipeline
Hey team, We are writing to report an issue with the Deals module pipeline API behavior that we believe stems from how the default (Standard) pipeline is handled when no custom pipelines have been configured. When the "Manage Pipelines" page under CRM
اريد باسورد لى عمل تقرير الاشتباه ( لما باجى افتح تقرير الاشتباه بيطلب باسورد لفتحه )
/agent?action=CreatePortal Error "Your request cannot be processed"
The title. What do i do? I cant access any "desk" features.
Formula Error
I am attempting to create a field that auto-generates the parking ratio for buildings. Whereas, the formula would be: A/(B/1,000) Where a = the # of parking spaces; b= the building RSF The formula, I believe, should be: ${Properties.Parking Spaces}/(${Properties.Bldg.
Zoho CRM removing Lines Breaks/Returns
When sending an email to a contact from Zoho CRM, we send in HTML to the client and use the standard ariel font and 12 size font. For some reason the customer received the email with all the line breaks remove and returns. See Below: But it was sent cleanly
Knowlarity PhoneBridge Integration – Calls Not Logged in Zoho Desk
We have successfully integrated Knowlarity with Zoho Desk. Incoming call pop-ups are working correctly, and the integration appears to be connected. However, after the call is completed, no call records or call history are being created in Zoho Desk.
Cannot Access Subform Display Order in Deluge
As highlighted in this community post, we still have to deal with the significant limitation of not being able to access the user-sorted order of subform rows through Deluge. This creates a major disconnect between the UI capabilities and backend automation,
Module Not available.
Hello Latha and Team, I have created a connection in Zoho Creator to link with Zoho FSM using the built-in connection. However, the issue is that this connector is not able to access the Services and Parts modules in FSM. To run my in-house application,
New Web Tabs feature not working ("mail.zoho.com refused to connect" error)
I've been trying out the newly introduced Web Tabs feature in Zoho Mail, but unfortunately, I haven't been able to get it to work not even once. Every time I try to load a webpage within a Web Tab, I get the following error message on my screen: "mail.zoho.com
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