Extract a list of Contacts
Hello, How can I extract a list of contacts with the Account Name, Contact Name and Contact Email with the criteria to filter by: Only accounts with specific Product. Contacts with email Contacts that are Portal User. I was able to almost get that using
since the new interface of ZOHO writer can't turn of automatic reminder option for merge documents
Since the new interface of ZOHO writer I have this problem. I have a large set of templates that I use to send documents to ZOHO Sign. But now in all those templates the box for Sending reminders is ticked, which i don't want. But even if I untick the
Import Quote from CRM into document in Writer?
Hi, I created a quote for a proposal in the Zoho CRM and was wondering if there is a way to embed the quote into a document in Zoho Writer so I can make our sales proposals look a little nicer. Is that possible?
Paste Options don't work
I've always wondered about this, as I've experienced this issue for quite some time now. Why don't the right-click Paste options work properly in Zoho Writer? I can use Ctrl + V without any issue, but if I right-click and use one of the Paste menu options,
Zoho Learn - External Users = Paid Users?
Hi, We are wondering if we could move our Ambassador Program to Zoho Learn. But currently, with our software, the company gets an access code, used by the staff to sign up and create their account, so we can see their completion. If we were to do the
How to save custom report for future use ?
Dear, How to save custom report for future use ? Thanks & Regards Shamnad 94460055258
Vendor Portal and FTP
I have a client asking for vendor upload info in this format: -FTP Host -FTP Username -FTP Password -FTP Port -FTP Folder Is this possible with the vendor portal or another method?
Sign up question
I am a bookkeeper and want to use Zoho for a client. Do I use my clients info in "set up your organzation profile"?
#7 Set It Once Benefit Forever
Every successful process begins with a strong foundation. Think about building a house. When the groundwork is stable, everything else stays firm. The same goes for invoicing. When your invoicing system is set up properly from the start, you don't waste
How to remove empty placeholders on an Invoice?
Hello, On Zoho Invoices in Contacts' Billing Adress we have a few placeholders for different address lines, however not every contact has every single address line filled out (eg for somebody 'state' might be empty), and when we create an invoice for
Add Date Filters for Timesheet Export
Currently, there are no date filters when exporting Timesheets. Can you please add Start Date and End Date options when exporting Timesheets? Similar to exporting Invoices. Thanks.
Zoho Cliq Bot Form - File field only returns filename string, not actual file
Hi, I have a Zoho Cliq bot with a form that includes a file type input. When the form is submitted, the file field only returns the filename as a plain string (e.g. PXL_20260525_173259184.jpg) instead of a file ID or any downloadable reference. For reference,
Lead Email Mandatory in “Add Lead to Journey” Action
We are currently using the Zoho Marketing Automation Add lead to journey action inside Zoho Flow. We noticed that the field “Lead email address” is mandatory when adding a lead to a journey. Our concern is: Many of our CRM leads do not have an email address.
[Important update] : Shopify migrating from REST API to GraphQL API
Dear Shopify integrated users, As part of enhancements, Shopify has deprecated the REST API access and all the integrated apps must comply with the new GraphQL API. Fore more details, visit : https://shopify.dev/docs/api/admin-rest/latest/resources/order#resource-object
Zoho Community Meetups : de la génération de leads à la signature, le tunnel complet
Bonjour à tous ! Nous sommes heureux de vous annoncer la prochaine édition des Meetups Zoho France, et cette fois on s'attaque à un sujet qui concerne beaucoup d'entre vous : comment faire en sorte que chaque étape du parcours client soit fluide, traçable
Automation Series: Auto-update Task Closure Field Based on Due Date
In a project, tasks are owned and worked on by different users and each progresses at a different rate. With Zoho Projects, the task delay duration can be calculated automatically when a task runs past its due date. This gives project managers better
Tip #74- Exploring Technician Console: Execute Script- 'Insider Insights'
Hello Zoho Assist Community! You are in the middle of a support session. The user's machine needs a quick cleanup, a service restart, and a config tweak to fix the issue. You know exactly what needs to run. You have the script saved somewhere on your
Account review follow-up: should I keep waiting or look for alternatives?
Hi everyone, I wanted to ask what a realistic account-review turnaround time is for ZeptoMail. Related ticket id # 160201421 (not being updated) I submitted my account for review and provided the requested information about my use case. The project is
Weekly Tips: Insert frequently used phrases in a jiffy using Hotkeys
You often find yourself using similar phrases in an email —like confirming appointments or providing standard information. Constantly switching between the mouse and keyboard interrupts your flow and slows you down.Instead of typing the same phrases over
Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?
ERROR CODE :550 - The sending IP is listed on https://spamrl.com as a source of spam.
How to avoid this type of error? "This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. ERROR CODE :550 - The sending IP is listed
How to avoid email to a Group, with external recipients, going to spam
Hi, I hope this hasn't been asked too many times before, but it's difficult to think of a tight enough search term to find existing discussions; please let me know if there is. I have recently set up a Zoho (free) account hosting my domain's email and
Two email logins at once in tabs
I have a personal email and a business email at the same domain. I use the Chrome browser. I'd like to keep both email accounts open at once in separate Chrome tabs. Currently, when I login to one email/tab I get logged out of the other email/tab. Is
Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal
Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
Conflicts on zoho project Tasks
Hi We want to use ZOHO Project for scheduling our technicians. We have maintenance contract with our customers. We schedule interventions on customer sites. So we created projects for each contract and task for interventions. So if a technician need to go to customer I create task and schedule them after depending of availibility. When I need to assign a date I use start Date and due date on the task. But I realized there is no conflict management. I called support and they told me it is not developped.
Contact's title in "Contact Role Mapping"
When I'm creating a deal, I'd like to see the contacts title in the listing. Right now, I only see this: How can I get the contact's title in there?
Generate print-ready documents from Zoho Books with the Zoho Writer extension
Hi everyone, We're excited to introduce the Zoho Writer Templates for Zoho Books extension. Create customized templates to generate professional, print-ready documents such as invoices, estimates, purchase orders, and expense reports, populated with real-time
Assign default Location + warehouse to Customer / Vendor
Hello there. With the introduction of Locations I'm having to enter the warehouse for every single transaction which is getting really tiring and causes errors (easy to fix, but still). Does anybody know if there's a way to assign a default Location and
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ユーザーの皆さんこんにちは。Zoho の中野です。 6月に東京、大阪、名古屋の3都市で Zoho ユーザー交流会 NEXUSを開催します！ 本日より参加登録受付開始しましたので、ぜひ以下よりご登録ください。 3都市それぞれ異なるユーザー事例をご用意。またAIセッション（Zia やZoho MCPの解説）も予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー 🟠 Zoho ユーザー交流会 NEXUS 2026 📍 大阪｜6月4日（木）18:00〜20:45
Whats app integration
Do we have a whats app integration as wel for Zoho recruit please.. If so how can we process it
How to get the campaingns key?
Reading the documentations of the API, I see that is necessary have the campaign key, but I don't see how can I get it. For example to get the campaign details we need to do the request: https://campaigns.zoho.com/api/getcampaigndetails?authtoken=[API Authentication Token]&scope=CampaignsAPI&campaignkey=[campaignkey] I have the API Authentication Token but I don`t see how to generate the campaignkey
Replies sometimes creating separate ticket
Sometimes when a customer responds to an email coming from Zoho Desk, instead of adding a reply to the original ticket, a separate ticket is created. This happens even though the response subject line contained the ticket number, and the person responding
Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge
I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
Customer having issue accessing Helpdesk Portal
Customer is having issue logging in He is using the correct link and email address Has tried different browsers but still no luck Attached are screenshots and log files Please can you advise
Modify logo on exported PDF article
Hello, I have to 2 Help Center with 2 different brands. If I try to download an article from Help Center Brand #2 as a PDF file, I see the Brand #1 logo on it. Is there a way to modify or hide the logo in the pdf? Thank you Antonio
Upcoming Enhancements To The Zoho Projects to Zoho CRM Integration
Hello, Enterprise Support Community! We're excited to announce an upcoming enhancement to our Zoho Projects integration for Zoho CRM, to allow for Projects to be added directly to a Teamspace and be accessed from the Modules list, rather than from individual
Timer not appearing to update
For the last couple of days, I've noticed my timer is not updating. When I start it, it doesn't show as started until I refresh the page. When I pause it, it doesn't show as paused until I refresh the page. But it does register a stop correctly in real
Access WorkDrive Team Subfolder in Zoho Projects
Hi there, I am trying to associate a subfolder to my project. There are many folders in our team folder, and I don't want to add them all to the project. I just want to add a single subfolder to the project. But when I go to Associate a Team Folder, it
Zoho writer tabs
I'm trying to post a list of actions for my team to share online. For this I need to set tabs -- can't find a way of setting tabs anywhere. Would prefer not to go to the formality of a table. Can anyone tell me how to set tabs? greigg
Is Zoho Shifts included in the Zoho One plan?
In case the answer is no: there's any plan to make it available via One? Thank you
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