Zoho Recruit Documents
I have 22 users and no one can see our Documents in Recruit. Every time I have an issue it takes days and sometimes weeks to get any help. I cant run a business like this. Anyone else having issues?
Zoho Desk Ticket Tags - Allowed Values
Hello, I tried pushing tags to a ticket through the API endpoint "Associate Tag". When I push the value "test" , it works, but when I push the value "Interesting" I get the following error message: { "response": { "statusCode": 422, "body": { "errorCode":
Zoho mail templates
Is anyway to add the first name or name of the email automatically?. Example: I want to send an email to John.s@example.com My template: Dear #First Name, XXXXXXXXXX -------------------------------------- When I use that template should change #First
API Changes to Record Not Reflected in Timeline
I may be mistaken, but it appears that if a record is updated through the API, the record correctly notes the last modification, user and timestamp, but then the "Timeline" view shows no representation of the changes to the record at all? Please let
After Signing Folder selection wont save
Hello, When choosing the Output as "Merge & Send for sign collection" under "Advance settings" and then "after signing" I can't get it to remember the folder I choose. I won't be changing the folder between merges. I have even checked the box for "remember
Fetching multiple fields to create a neat and orderly list (formatted and not empty)
I have 3 email address fields in a form: Email_1, Email_2, and Email_3. I'd like to: fetch all 3 fields based on certain criteria, combine them together into a single list, lowercase everything, then remove empty elements. ... all while using the least
Purchase history
I need my Sales and CS team to be able to see the active and historical history. They are going to create deals with products within them. Is there anyway for me to display this information in the account module? Active products, Date Core App Deactive
Difficulties with Go Integrator
Has anyone else had any trouble with Go Integrator? I have set it up in line with the instructions but there are a few things that don't seem to work properly with Zoho... 1) Click2Dial just doesn't work. The green phone symbol is there, but it doesn't
Cookies are not accepting in telephony extension
A telephony extension has been created in zoho crm for our cloud pbx web application.When logging in telephony extension using login credentials of our cloud pbx,if third party cookies are blocked in chrome browser incognito tab we are not able to login
Change Transaction Series creating invoice via API
Hello, Now that we have custom transaction series, is there any way to pick the transaction series that we want when creating an invoice throught the API? I cannot see it in the documentaton
Zoho Recruit IT support
Looking for an IT support developer to help us set up and customize Recruit to serve our business model.
Known Issues and Limitations --> Workflow execution throttle
Hi, I have lookup fields that do not find selectable values in a form. Sometimes they do and sometimes they don't. Sometimes only half of the filter code is executed and not the complete check of a lookup filter values and thus presenting more values
When Note Added - Create Completed Task
Hi, Im wanting to achieve the following.. When a note has been added to a record e.g a contact/account I would like to to create a task that is completed using the subject as the note title and description as the notes contents. Is this possible?
Deleted emails but space doesn't liberate
Hi, We have an email account that has reached the limit of usage. The email was blocked and from the admin we unblocked it in order to let the user log in and delete emails. She deleted around 3 GB of emails but the space still shows more than 5 GB of
Authentication Error adding GMail to Zoho Mail with IMAP
I am adding a new mail account to Zoho MAIL choosing to add my GMail account via IMAP. I follow the screen to add the GMail account and I get the following error. There is no issue with the password as it was checked independently. I do however have 2FA
POP access blocked
Hi! I'm the admin and I have some 10+ accounts running on Zoho. One of my accounts - vijay.mishra@pacificfirecontrols.com is experiencing an error - POP access blocked. I keep unblocking it, but it again gets blocked. Can you please help me find a
Operation not permitted
I am not able to create an email id as it keeps on showing operation not permitted. I am not even able to remove the domain or use other options in control panel as it keeps on redirecting me to this page.
Projekte aus Books beim Kunden anzeigen
Um alle erbrachten Dienstleistungen eines Projektes (Books) beim Kunden zu sehen, wünschen wir uns die Integration als Modul oder ein Abschnitt in "Zoho Finance" in dem die Projektkennzahlen insbesondere die geleiteten Stunden zu sehen sind.
Zoho Social fails for most videos with LinkedIn
I am observing that most videos are failing to publish for LinkedIn with the message whereas these are natively accepted in the destination platform. Please ensure a video aspect ratio between 1 and 2.4 for LinkedIn.
Tip 21: How to dynamically auto-populate rows in a subform
Hi folks, In our last tip we discussed how to autopopulate values in subform rows while clicking on Add New. As promised, in this tip, we'll show you how to dynamically insert rows in the the subform without clicking the Add New button, using our new feature—Insert rows in Subform dynamically. Let's say you have an application where you have the product name in the Mainform field, and you need to automatically display the price of the product in the subform field based on the choice selected in Mainform
Limits to Zoho CRM fields
I am trying to upsert fields from Zoho forms to the CRM. I have included the Zoho CRM field in the Advanced fields and mapped those to the CRM (using the email. first and last name) and then mapped the fields in the form to the CRM custom fields. When
Ticket template with layout information
Hello, I noticed the following very user-friendly behaviour. The ticket templates are only displayed for the matching layouts. This means that if I want to use a ticket template that does not use the standard layout, I have to click at least twice until
Parentwindow reference error
Hello, As we cannot directly upload our extension to the Zoho desk. Firstly, we have to make a node app and upload the zip file. So, I load my third-party application in an iframe within the widget.html file. Now I want the contacts from the Zoho Desk
Inventory // re-associating items to sales channel
Hey All, is there a way to re-associate composite or items to sales channels (shopify)?
POP Service extremely slow
Hi, I am using POP to receive my Zoho emails into my Gmail account. However, it takes an hour or more for emails to fetch. Can settings be adjusted somewhere to resolve this issue. I need emails to fetch every couple of minutes. Thank you.
Sync with Google Calendar not working
We've been using Zoho Bookings for months now and since last week the sync with Google Calendar stopped working entirely. We've deleted everything and re-setup the entire things countless time, no sync and no checking of availability is working anymore.
Zoho Creator HTML Page
Im currently displaying filtered records from zoho creator to display on a html page. As the records increase the page becomes slower and i know there's a limit to how many records i can display before there's an error. Is it possible to display a set
Is it possible to delay auto-reply send?
I created an auto-reply in the settings and I also set a delay to send emails after 2 minutes. However auto-reply is still instant. Is it possible to delay auto-reply? is there a clever work around for this? Thank you.
App for managing Zoho support requests
Hi, is there an app for zoho support and community forums? I am really missing an app where i could get notifications when an update to my community post or a reply to my support requests is done. Cheers
Job Costings module
Hi, We have a HVAC wholesale business and are using Zoho books which we are very happy with. We are opening another company focusing on HVAC Contracting and would like to keep using Zoho books. However, we require a job costings module, currently Zoho
Can't Add Multiple Email Recipients for Recurring Payment Invoices
Allowing multiple email recipients that can receive the invoice when a recurring payment is processed should be basic functionality. It is VERY standard to have a client want to receive a copy of these invoices themselves as well as have one sent to the
OneAuth and Outlook
I am trying to add my zoho email account to MS outlook. I keep getting asked for password, where nothing seems to work since enabling OneAuth. How do I setup account on Outlook if I have OneAuth enabled?
Creating Work Orders/ Zoho Support
Is there a platform that will allow me to create work orders based off of tickets from support? If not is there anything you suggest that will help with this task?
Template issues with CRM and Desk
We need to send hotel options with wedding packages to our customer to find out the best property for them. Currently, we use Freshdesk and are able to create a "main" template with general information and processes and 3 "blank" spot where we can enter
How to set conditions for restricting form update
Hi, We would like to restrict user access to updating a Zoho Form based on certain field criteria set in the CRM integration when data prepopulates. How can we do this? Thanks, Jason
Sign/Writer Notification Custimization?
It seems as if there is an error in my notifications (emailed) since the document I sent (via Zoho Mail Merge) to be signed expired, but gave me a "document has been completed" notification when it did. This is horribly misleading and I'd to change that
Zoho solution for Manufacturing
Hi, We are a startup manufacturing producing Plastic Pipes. We use around 10 to 12 different raw materials to produce 5 types of products.We are looking for a solution which will maintain our inventory for finished products also link the raw materials
Access original Writer Doc when sent to Sign?
We use Mail Merge Sign templates in Writer to create proposals that are then sent for signature and once signed attached to a CRM deal. In this scenario, is it possible to get back to the Writer document once it's been sent to Sign? Obviously the version
How do I add topics if I send out mailings for 2 different companies
I have company A with product related topics and company B with Brand related topics How do I differenciate the 2 companies Does everybody who checks his topics see all topics, both A & B ? Example A : news A: events A: technical bulletin B: product
Report of the Week: Comparison Between Static and Dynamic Metric Values:
Imagine you can create just one report to access the business performance for the last 12 months? For example, if you want to compare your business's expenses to its various performance parameters like: Conversion Rate, Retention Rate, Addition Trend
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