How to Share a workdrive folder outside organization ?
Hi, Earlier we were using Google Suite and were able to share the google drive folders with external organization ( Auditors , marketing collaterals ) as most of them had a personal gmail account they were able to access it without any issue. How canZoho CRM Account Duplication via Credit Application Form
Hi, We send a credit application link to our customers via email, which is managed through Zoho Campaigns. When a customer submits the form, it automatically creates a new account in Zoho CRM. We would like to know how to stop this from creating duplicateThe get records i am getting produts that show in the show in the sub form item list field
The get records i am getting produts that show in the show in the sub form item list field if(input.Department != null) { // Get filtered records once creator_ptid = zoho.creator.getRecords("harshadgroup","item-master","All_Products","Department == \""Add Zoho Form Submission as Attachment to Zoho CRM Deal using Zoho Deal ID
Hi Zoho team, I have a Zoho Form in which one of the fields will be hidden but will be defaulted with the Zoho Deal ID. Once the form is submitted, I want to reattach the submitted form (and another uploaded file field) into Zoho CRM Deals record. The crazy part is that Deal Name and Stage are the only two fields available for mapping. I have the actual Deal ID. Why can't I just use that. Can you please fix it so that I can properly attach the submission using Zoho Deal ID instead of name/stage (whichMultiple Respondents for One Survey Submission?
Does anyone know of a way to allow multiple respondents to complete only one survey and then also see (while completing the survey) the responses for their fellow colleagues who already answered that question? The situation is that our new customers have within their own organization, multiple employees that will need to assist in the one survey response. Since we don't always know which new respondent is the "who" that will have the answer, we need multiple respondents to be able to view the responseCan you remove the title from the forms?
I am placing the iframes for my forms on my website. Is it possible to remove or hide the title of the form so that it doesn't show up on the website? Is it possible to place text in the form like "clicking submit will take you to paypal." thanksMask Name Field in Report
Is it possible to have the Name field as "Last Name, First Name" in a scheduled report.Unable to attach the file via the API.
We are trying to attach files to a Candidate in Zoho Recruit using the API. We reviewed the following API documentation: 🔗 Upload Attachment While this API does allow file attachment via a URL, that’s not what we want — we do not want to attach public-facingStock Update After Approver 1 Approval in Multi-Level Approval Flow
Hi Team, We have configured a multi-level approval process for POs/Bills. Our requirement is to update the item stock quantity based on the billed quantity immediately after Approver 1 approves the bill. Please find the script attached below. However,Zoho Form Auto Fill
I am setting up a Zoho form for my independent sales reps to request quotes. Their names are in the first field under a dropdown menu. The next field is their email address. I want the email address field to automatically be filled in when they selectMes débuts sur Zoho Forms | 13 champs à l'export ! seulement
Bonjour, je débute sur Zoho Forms, je viens de créer un formulaire avec tests dans la foulée et je n'ai que 13 champs qui remontent sur mon export CSV alors que j'ai plus de questions et champs qui devraient remonter. J'ai actuellement une formule payanteAdding Photos Into Form (as a form creator)
As the form creator, is it possible to add images to my form? (I don’t mean adding an image upload field, but rather inserting a JPG file into the form so that users can view the image.)What is the easiest/fastest way to attach an email or PDF to a Zoho record?
Hi everyone, We use Outlook with Office 365 and have the need to either ideally attach a .msg email directly to an account or custom module in Zoho, or if not attach just the PDF that would be sent in that email. The Zoho plugin is very basic for OutlookFiles stores in Library Marketing Automation
Hi, How can i switch from card view to list view in Marketing Automation My Files.?Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days
Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup thisChart of Accounts
Is it possible to reorder chart of accounts manually? Currently, when creating new sub accounts accounts, they appear in order they were created i.e. not in alphabetical or numerical order based on manually assigned account codes. It's very messy! Also,Zoho People Candidate Unable to see Non Admin Data
Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2Business hours in reports
Hi. If I activate the business hours for my tickets. Does it affect in reports? I mean, if before, without working hours a ticket comes in on a Monday and closes the following Monday, in the resolution time in working hours I get 7 days. I want to knowHow to create knowledge base article from api?
How to create knowledge base article from api?Disabling Smart Writing Assistant
Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have"Recently Changed Payload Format" for webhooks in Zoho Billing
We are seeing a message about recently changed payload format for webhooks in zoho billing. I cannot find any notification about this change can you give me more information on this?Zoho People Created a UBO/Group CEO Profile to view all employees
Hello All I have created a specific role UBO/ Group CEO Profile that is able to access to view all employees information Applicability i have input all the legal entity, business unit and division which most employees are added. I have also given accessZoho People > Access of Left Menu
Hello All May I check how do i activate or de-activate of the left menu for users do i control via role or specific role? I have assign a user to Team memberWorkflow on Clone
Hello. I'm interested on creating a workflow on a clone of a record in the Price_Books module that will clone also all the related Products and associate the new ones with the new Price_Book. My problem starts with that there's no On Clone event, onlyHow can I create a button in a widget that pops up a form created in ZOHO Creator when clicked?
I know that using HTML snippets, clicking the button can pop up the form. However, the same code does not work in the widget. <button><a href="#Form:form2?zc_LoadIn=dialog">Add</a></button>関連トピックから配信リストをつくる
ZOHOキャンペーンの既存の連絡先リストを関連トピックで絞り込んで、配信リストを作成する方法があれば、教えてください。Zoho Mail not working
Anyone else had the issue where emails wont send from either the desktop CRM or the mail app? It just says "syncing" then "failed". I deleted it and tried to access emails through the CRM on my phone (fold) but they dont show. It seems it is impossibleShorten one URL but not all
I have read that I should be able to click on the shorten link button at the bottom of the post window and shorten just one URL. But it does all of the URLs in my post. I want only one shortened. Not sure what I'm missing. Any help appreciated.Zoho Commerce B2B
Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/showHow can I get a nested value attributes inside a key par?
Hello! Im getting the following output when reviewing a record I am after. I am trying to put some conditions based on a data value that is inside another data. For example, lets grab the below output. Info {"Account_Name":{"name":"Liberty ConstructionMulti Line Text Character Limit
I want to export my Help Center articles but I realized that the text in the Answer column is being cut off. I'm guessing there is a character limit for multi line text fields. How can I get around this?Importing invoices in bulk using the xls file template - still posting as draft - Is there a way to skip "mark as sent" and post it directly?
Hello everyone, as the title say, is there a way that when I upload from the template file, it will post automatically? I tried changing the "Invoice Status" from draft to approved but it is still appearing as draft and is making me go to invoices soHow to set Sales Order Payment Terms when creating a Sales Order via the Zoho Books API
I am creating Sales Orders via the Zoho Books API. I would like to set the Payment Terms to a particular value from the list of allowed values. Is that possible? I was able to get the list of payment terms via this API call: https://books.zoho.com/api/v3/settings/paymentterms?organization_id=XXXX"Function and workflow to create customer payment and send receipt
I am attempting to set up a workflow/custom function for the automatic creation of a customer payment and sending the email receipt, but am receiving the error "Improper Statement Error might be due to missing ';' at end of the line or incomplete expression" I've been over everything several times and cannot see where the error is (code is copied into the attached document). I haven't used custom functions before with Deluge, so it's very likely something very simple, or I've completely muckedHow to rename the Submit Button by using deluge script
Hi everyone, As we know, the Submit button can be renamed in the form builder setting. But I have scenario where I need the Submit Button to be renamed differently according to condition. Anyone knows how to do it? Thank YouBanking: Transfer from another account without base currency
Scenario: A banking line item shall be categorised as an "internal transfer" from another bank account. This is a USD to EUR transfer. Our base currency is CHF. What we tried: Category: "Transfer from another account" From: Our USD account To: Our EURItem cost price - How to accomodate changing cost prices
I am in urgent need of assistance with how to accommodate changing cost prices for items, not manually. We import items so their landed cost is always changing. This cost is NOT reflected however in the item cost price. This is going to cause us some:between: conditions in search?criteria
Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29Zoho Creator : Updating Records via Import. Can't use Autonumber or ZohoRecordID ?
Hi, I am trying to use the function to update a report with an import. I'm running in to the error : "unable to update because the form has no column with unique values" In the release notes it says Only field with unique values can be used to compareAutomated Checkout
Hi Team, I’m trying to create an automated checkout function in Zoho People. My requirement is that if an employee forgets to check out, the system should automatically check them out after 10 hours. However, I'm encountering an error while updating theNext Page
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Rich Text For Notes in Zoho CRM
Hello everyone, As you know, notes are essential for recording information and ensuring smooth communication across your records. With our latest update, you can now use Rich Text formatting to organize and structure your notes more efficiently. By usingZO25: The refreshed, more unified, and intelligent OS for business
Hello all, Greetings from Zoho One! 2025 has been a remarkable year, packed with new features that will take your Zoho One experience to the next level! From sleek, customizable dashboards to an all-new action panel for instant task management, we’veCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Introducing Multi-Asset Support in Work Orders, Estimates, and Service Appointments
We’re excited to announce a highly requested enhancement in Zoho FSM — you can now associate multiple assets with Work Orders, Estimates, and Service Appointments. This update brings more clarity, flexibility, and control to your field service operations,[Product Update] Locations module migration in Zoho Books integration with Zoho Analytics
Dear Customers, As Zoho Books are starting to support an advance version of the Branches/Warehouses module called the Locations module, users who choose to migrate to the Locations module in Zoho Books will also be migrated in Zoho Analytics-Zoho Books
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CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Notes badge as a quick action in the list view
Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associatedBasic 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, howeverNo funcionan correctamente el calculo de las horas laborales para informe de tickets
Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos deSending automated messages that appear in the ticket's conversation thread
Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting
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Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisDeprecation of SMS-based multi-factor authentication (MFA) mode
Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offerDKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empoweringIntroducing Forms in Zoho Sheet
We hereby bring you the power of forms in Zoho Sheet. Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether youTime Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
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