Help desk, knowledgebase not updating
I have these departments set to show in my knowledgebase, but nothing is changing when I edit Only these 2 are shown. They all have articles in, there is no reason they should not be shown. Why is this so complicated?
Is there a system variable for the base URL?
If I promote an app from development to production, the base url changes, from https://app.zohocreator.com/ to https://{org name}.zohocreator.com/. Is there a variable available that will return the base URL for the application in the environment it is
API to add and read attachments?
I'm writing an application that works with Zoho CRM. I'd like to be able to query for the attachments on a Potential, and then be able to query for the attachment files to get at the bytes of the files. I'd also like add attachments to a Potential via the API. Is this possible? I believe such a call to query attachments would be something like: https://crm.zoho.com/crm/private/xml/Attachments/getRelatedRecords?newFormat=1&apikey=<my api key>&ticket=<my ticket>&parentModule=Potentials&id=<my potential
Get all Quotes that include a certain Product as a line item
Being able to see a list of the quotes that have been sent for a specific product is very important to some sales teams. Is it possible to get a list of all Quotes that include a certain Product (ie. Product ID) as a line item? This is not possible using
version history of a help center article
Is there any configuration management or version history stored for help center articles? e.g. see an edit history, revert to a previous version, etc.
User Calendar App Access Unable to be Enabled
We have a user that was created before we transitioned to a Zoho One license. This user was created without access to the Zoho Mail Calendar (access is disabled.) We now need to enable calendar access for this user, but the mail admin panel gives us an
User group import
Hi, We would like to import users into user groups. Now, we have to manually search for users to add them to a user group. Are you maybe working on a way to import users in user groups? Or is it possible to link the users from the community to CRM? That we can edit multiple contacts in CRM to give them a label in the community? In our situation, it would be great if the SAML Single sign-on can be used to place users in the right user group. Kind regards, Helen
Managing attachment permissions
I couldn't find how to give different permissions to each profile relevant to the attachments. There should be a way to allow a profile to view an attachment and another one should not. How could I do that? Tx in advance Stefano
Request body filters on /messages/view API are not working for me
I am using the /messages/view API and I am trying to send a folder ID and message limit in the GET body as per this documentation GET - List of Emails in a folder (zoho.com). I am getting a list of messages back but they are not just from the folder I
Request body filters on /messages/view API are not working
I am using the /messages/view API and I am trying to send a folder ID and message limit in the GET body as per this documentation GET - List of Emails in a folder (zoho.com). I am getting a list of messages back but they are not just from the folder I
Delegate User Emial
I have a question. How do I give/share access to my email with my admin assistant so that she can send emails out on my behalf? The key is, the email needs to look like it came from me.
I have a Zoho One Account - how to remove zoho branding on my website
Hi, I have a Zoho One account. How do i remove the "site was created by Zoho Sites" branding on my webpage?
Undelivered Mail Returned to Sender: ERROR_CODE :550, ERROR_CODE :5.7.1
Hi all, I am having problem when send the email to gmail with below details: "" 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.
disappearing mails
Our company reported an issue with mail disappearing from the inbox and not being found. we need those mails back
proper order of CRM
Where do I start?
missing emails with around 8mb attachments
I’m having some email problems..for some reason when I send an email with large attachments it disappears, its not in my sent items, outbox, drafts or archives...and there is no error message. I have my zoho account on outlook and thunderbird same problem.
Découvrez les nouvelles fonctionnalités de Zoho Bigin !
Bonjour à tous, Pour bien débuter cette nouvelle année, nous sommes très heureux de vous annoncer la nouvelle mise à jour de Zoho Bigin ! Et pour cette mise à jour, nous avons vu grand : cette nouvelle version de Bigin comprend l'ajout et l'amélioration
Introducing #Biginforeveryone!
First things first- Thank you for being a part of Early Access for Team Pipelines and showering us with your support and feedback. Today, we are globally introducing Team Pipelines, Toppings, Developer Center and enhanced mobile capabilities for everyone.
Zoho CRM API's Flow
Hi team, We are working on a integration using Zoho CRM api's for that we have the following query; There are three type of url's associated with Zoho CRM accounts: CRM view : crm.zoho.com Oauth account: accounts.zoho.com Api Url: zohoapis.com So, Is
Custom Functions - Subform - Create Record
Hi, I am using the code below to create an invoice within the deal record, this works, however I would like for it to take the data from a subform, and this is something I am struggling with, can anyone help? My subform is within the deals module and
INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :"JunkMail rejected - sender-of-o52.zoho.eu
Hi, Getting this error when trying to send an email and upon looking in Spamcop. the IP is listed. Can this please be disputed by Zoho support staff? https://www.spamcop.net/w3m?action=checkblock&ip=185.20.209.248 INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :"JunkMail rejected - sender-of-o52.zoho.eu [185.20.209.248]:21417 is in an RBL: Blocked - see http://www.spamcop.net/bl.shtml?185.20.209.248" Thanks.
Copy custom field from Customer module to sales order module
Hi, In Customer records we register if the customer has a fixed discount agreement. We need to copy this field to the sales order, when the sales order is created and the customer is slected. So, if we select the customer in the sales order, and the address
Zoho Survey Data Incorrect
Within Zoho Survey I can see that our ethnicity question/field where people can identify as NIUEAN shows 0 responses, however when exporting to csv, excel, zoho sheets all respondents come up as NIUEAN. It's like the "no" answer gets turned into a "yes"
Minor fixes and changes on announcement posts
When I take a look at forum announcements I can only see the major changes that have been made in an update. Later on while using the software I can see that also other smaller things have been added. New shortcuts, new buttons... etc. It would be great
Wordpress User Meta and Flow
Hi, Is it possible to update User Meta data from Flow e.g CRM update to update the User Meta within a wordpress site? THanks Ant
import & update accounts not working
The import/update of accounts is not working. I have tried a csv and an Excel file format. The columns are mapped properly. Using Account ID for lookup I do not get any errors. But the fields are not being updated.
Tip #15: Stop guessing and start estimating with Zoho Sheet's Goal Seek
Goal Seek is an ideal spreadsheet tool for devising estimates, as it helps you retrieve your desired output value when the input values are not known. In other words, Goal Seek does back-solving to find input values once you've provided an output value.
A Trip Through 2022 for Zoho Expense
Hello customers, Like every other year, Zoho Expense in 2022 developed new features and made enhancements to existing ones based on your requests and valuable feedback. We've exclusively compiled this list for you to look back at Zoho Expense's journey
Skip prechat form
Good Day, I want to skip pre-chat form upon clicking the "click here" in the Image and proceed directly to the start of the chatbot flow. Is it possible or is there any workaround for this?
Admin Panel? - Migration problem
Trying to do the migration thing as requested and instructed, but falling at the first hurdle... "Click Settings and go to Admin Panel" - except that when I click Settings, all it offers me is Connected Devices and Storage Details. I'm using a free version
Zoho Mail Review : Amazing but need to configure properly to deliver emails without marked as Spam
Hello, I'm a fan of Zoho Mail. I want to love it. All the functionality are amazing and well thought. This is a fact, ask anyone with a Zoho email to test email delivery to an Outlook mailbox, it will end in the Spam / Junk folder. Obviously this is a
Reappearing draft message
A message with a photo attachment I created 2-3 weeks ago has started coming back into my drafts folder, and it keeps repeating. In about the last 30 minutes it has shown up 26 times. This morning, I had over 600 drafts of this same message in my draft folder. As soon as I delete them, they start showing up again. What can I do to fix this? Thanks!
Automatic upload of documents in feeds and comments
I was quite sure that in the past when I upload a document in a comments I always found it in the docs list of the project. Recently I have the impression is not working anymore like that. Is something changed. In the feeds I never had it to work. Am I wrong? So what's the right procedure. Should I always first upload in the documents and the associate it to task comments and feeds? Tghank for the help and sorry for my english....... I hope it is understanable.
Notify should only email the agent when another agent triggers the notification
When using Notify in Zoho Desk under Agent Notifications there should be an option to notify the agent ONLY when another agent triggers the notification rule. Example: If the notification for the agent on a new comment is on, it will notify ME when I am the one writing the comment! This is causing a LOT of emails to trigger. A notification is only supposed to trigger to direct the agent to go to Zoho desk as there is something waiting for them
Zoho PageSense pricing update
Hello everyone, We wanted to keep you posted on PageSense's new pricing update. We're stepping into our 5th year, and as a token of gratitude, we're offering a FLAT 40% discount globally on our annual subscription plan—which means, you'll be getting the
Title was error when set the language to Vietnamese
I'm integrating ZohoSalesiq into development app by flutter When I set language to Vietnamese, title worked on ios device "Chat với chúng tôi", but when I opened on android device, it showed "Chat vi chng ti ngay!" I have no idea for that. Can anybody
Show the peek icon at all times!
Why is the peek icon hidden in the list view unless you happen to hover over exactly the right place?, I started a chat session to ask why it wasn't available in the list view - it turns out it is there, but it is hidden unless you happen to hover the mouse in exactly the right place! I am very computer savy (i've worked in IT over 25 years now) and if I didn't know it was there - then who else is unaware that this icon exists! Why is it not just permanent on the screen next to the word open ?
Zoho server IP address 136.143.188.51 listed in SORBS SPAM
This is really unfortunate. Have you put in a request to have the IP delisted?
Problem in iframe movile version
Hello everyone, I have a problem, I have a development that displays correctly in the desktop version, but the native zoho mobile version shows me in a strange way, it does not respect the proportions, this is a page with three iframes inside, one of
Tab visibility - hiding Web Tabs
I'm creating a section of the CRM for our Finance team and they only need to have visibility of one or two tabs, however I can't hide the Web Tabs that have been set up via Customization > Modules and Fields > Web Tabs There's also other tabs like Forecasts,
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