CNAME Verification Failed
Hello there! Happy New Year to you all. I am having problems while trying to verify my domain using the CNAME method (basically, after pressing the grey "VERIFY" button). Everything went well for the first part, adding the CNAME. So then I need to wait, for an hour or more (a little pop window said something like "based on your provider, you need to wait for 30 to 45 minutes". Well, it's been more than FOUR HOURS and I'm getting the "CNAME Verification Failed" error. Could it have something to
How to create record in Contacts? C# API
Hello everyone, I'm able to create a contact in Zoho CRM, but I also need to create a record for it. So, I will call for moduleAPIName that name which I'm using for Zoho Responses, which I created, but how I can understand for which contact I will do
User Permissions for Client Scripts
Good day, we have an urgent issue with limiting which users have permission to edit Client Scripts. Currently, ALL our users can edit a client script. SURELY that can't be right? We did contact support VIA chat, but the response was :"The client script
How to edit Confirmation Email?
Hi, i want to edit the confirmation email when someone subscribe on my list, how can i do that? (is not a form) because im add in using API, but the people receive a english confirmation subscriber. Thanks. PD: A attach a image of the email
Using Python to send email
I'm trying to use Python to send an email. The code below works right up to the send mail bit. After that, it hangs and crashes. I've seen other people on here with the same issue, but never an answer as to how they got it to work. I would appreciate
UTMs Forwarding in Embeded Forms
Is there a way to forward any URL UTMs when embedding a form in a website and redirecting the user after a successful submit? We would like to be able to track campaigns to the conversion of a form submit.
How can i send subsequent requests as cookies?
I integrate Zoho CRM with SAP SAP will return Session ID upon login . I want to send it with subsequent requests as cookies. How can I use the API login as subsequent request cookies?Can I do this using webhook?
Zoho Creator Developer
Hi, I started using Zoho Creator and believe that we can use this to develop applications for our company but I am having second thoughts as I cannot find the correct resources. We are looking for an experienced expert Zoho Creator developer for our office in Gurgaon. We are also willing to take someone on that wants to work remotely but still we cannot find the right person. All the proposals we get are from companies or freelancers or from candidates that have very little experience. We are looking
Custom Fields in Zoho Sprints
Different types of businesses require the collection of distinct types of data. It is essential to have fields that capture additional information and support its nature. The Custom Layout and Field option in Zoho Sprints allow you to customize the layout
Looking for a Zoho Creator Developer
Hi, I'm looking for someone to help edit, improve and add new features to an existing Zoho Creator application. It was built by a developer who is no longer available for freelance work so I'm looking for someone new to work with - most likely for semi-regular updates. Please list your previous work with Zoho Creator, your timezone and general availability both short and long term. Thanks, Andrew
STOP CHANGING SUBSCRIPTION SIGN UP DATES
When a comp;any signs up with us it cost the company 85.00 for 1 year, with one admin. each additional person they add cost 25,00 Because we are federal regulated We have to show the company sign up date, The problem is if one of them adds a new empliyee
Invoices
As per KSA law, are we allowed to VOID any invoice? or the only solution we have is to issue CR/DR note to rectify the error or cancel the invoice?
Contact First name field has been set up as a Salutation drop down list and can't be changed
I have been told by the Zoho support people (through chat) that I cannot change an correctly setup First name field. The first name field has been setup as a drop down list (see attached screenshot). I cannot rename this field, or delete it. I can add a "first name" to this field through a data load, but I cannot manually add a name, or update a name once the data has been loaded. I have no idea how or why this field was set up this way (I have inherited the project) and it is very frustrating that
Transfer Related Module / List Data from Lead to Converted Contact
Hi, We have a custom related module / list that we use for our Leads. Is there any way to make sure that this data is transferred to the corresponding Contact record when the Lead is converted? The related list is available to both Leads and Contacts
Allow users to translate module names and blueprint transitions!
Allow users to also translate module names and blueprint transitions with the language files in Zoho CRMs translation settings. Moderation Update (February 2026): Please follow the below post to stay updated on the advancements with supporting translations
Signup form not adding to contacts - please help
Hello, I'm new to Zoho Campaigns, moving my newsletter data to it. Just set up a signup form for new subscribers. Form URL: https://zc.vg/Q5SkH EXPECTED BEHAVIOR * Redirects user to custom page (this is ok) * Adds Name + Email data to associated list
How do I perform end of workflow tasks in light of the new Zoho Campaigns changes?
So the decision to remove End of Workflow actions and related components has been made. The rationale behind this is that it was deemed "redundant" by Zoho, implying there is another way to achieve the same thing. We currently have workflows where we
Campo avanzado Zoho CRM deshabilitado en Zoho Forms
Buenos días, tengo el siguiente escenario. He creado un formulario que tengo mapeado con Desk, al rellenar el formulario entra un nuevo Ticket.. Me gustaría agregar una función de auto-completado si el usuario es cliente. He probado agregar el campo avanzado
Font formatting in emails
Hi there, I have recently moved over from Google apps and have started using Zoho mail as a test for our company. I have also used Outlook for many years. There are many things I prefer about Zoho mail but I am struggling to find a setting to have different
Auto Delete Desk Tickets
We have a lot of CC confirmation emails that end up in as tickets in our system. Is there a way to automatically delete these tickets as they enter? Maybe a deluge function? I don't want to just close them, that will mess up our reporting. What's the best way to handle this problem?
The month that was at Zoho Workplace| May 2022
Hello Community! Hope you're all doing good and staying safe. The month of May has brought you numerous enhancements and feature updates across the products of Zoho Workplace. Let's have a look at them! Zoho Mail It's now much easier to preview email
Custom function to populate a field with the number of records in a related list
I would like a field on a custom module to show the number of records in a related module. I would like a field "tests" on "custommodule1" to return the number of records in "custommodule3" These two modules are related by the lookup field "student"
I can´t receive emails but i can send it
I can send email, but i can´t receive emails ( marcelogontijo.com.br) marcelo@marcelogontijo.com.br... I´m using a WIx acoount.
How to search by CRITERIA in my own Module? C# API
Hello everyone! I need to search through all of the records in my Module and show only those who do not have my parameter "License": Link for this code: https://www.zoho.com/crm/developer/docs/csharp-sdk/v2/record-samples.html?src=create_records The
Why I can't do analytics on my invoices as a revenue
I really struggle to do any analytics on my invoices as revenue I found that the revenue is only related to deals not the invoices that had been payed Is there any way to make the invoices as the source of revenue in the analytics?
Update zoho CRM deal stage on form field update
We found the way to create a deal in CRM everytime someone submission the form. Now we are looking for a way to update the stage once we approve that submission. Basicly we have a button that sends the response on the form submission and would like to
How to modify ticket created in CRM Leads due date to be +3 days from initial creation date based on priority
Good morning, I have setup a Workflow Rule so when a new ticket is created a rule is triggered to move the ticket due date ahead by "x" days in Zoho Desk. I was able to get this working in the Zoho Desk module under the Workflow Rules. For example: Ticket
Best way and app to manage/control my costs to compose my sales price
Greetings, I hope find you well and safe! I would like to ask what is the best way to manage/control my items cost (every one as price, freight, insurance, logistic, etc) on purchases in order to compose my sales price and also what is the best app to
Can you integrate ZOOM with Zoho Meeting
Is there an option to integrate ZOOM in zoho meeting? We would like to run our recurring webinars on the zoom platform.
mise en forme conditionnelle en VBA
Bonjour a tous et toutes, Pour commencer un grand merci car l'application est vraiment au top. Cependant je rencontre un problèmes avec la mise en forme conditionnelle classique mes règle saute très (trop) souvent. j'avais pense a les mettre en VBA,
Cannot Apply Price List from Zoho Books to individual item line in Zoho CRM
As you might already know, Zoho CRM can be integrated with Zoho Books and this enables users from CRM to create Estimates and Invoices from it. But the integration is sadly far from perfect. For example, if you have a price list in Books that you would
Can you "Undo" Ignoring a contact record that is now in an Automation Workflow Ignored list.?
Is it possible to change the status of a contact that is in an "ignored" list for an automation workflow? I removed them accidentally by deleting their record (as I THOUGHT I had applied them to the wrong workflow). However, It was the right workflow
Is it possible to add options to a multi-select through deluge
I am trying to update a multi-select field with a value not called out on the form, I am trying to do this through deluge, not in form. So for example a multi-select that has options {"A","B","C"} but through a script I want to be able to do something like this: field.add("D"); Is this possible?
Include Finance Suite modules to Segment your records
Dear All, Greetings! We have a quick update on Segmentation in Zoho CRM. Let's go! As you might know, Segmentation is a process of categorizing your customer records based on common patterns and behaviors. And, RFM is one such way to categorize customers
How do I show the company name to which a 'Call' is scheduled on my home page?
Hi everyone - hope that this is a simple problem and I can use Zoho as intended as currently it's not working for me properly yet! This is one of the eproblems I have encountered and I have looked at 'map dependency' with no success - maybe I'm missing
SENDING EMAIL USING ZOHO VIA JAVAMAIL
Good Day I have tried using SSL and TLS but all methods proved abortive. See codes below and Error: public static void main(String[] args) throws IOException { String [] to = {"lawrence6@gmail.com", "kinr@gmail.com"}; // to address. It can be any
Which document to use to void a retainer invoice
Hi, One of my client sent a retainer invoice to one of his client. However, this client can't honor the debt. From a german accountant point of view, the retainer invoice can't be deleted or void. A document should be produced "voiding" the amount of
Sending automatically an email from or to zoho account using VBA for Excel
Hello, I am trying to send an email daily with an excel sheet in attachment from and/or to a zoho email account using a vba macro in excel and it doesn't work. When I do the same operation with a gmail account it works perfectly. Can you please explore: Below I will paste the vba code used but first let me summarize what I observed: 1/Email sent from gmail account to gmail account: Email received at destination and email appearing as sent message from origin account. 2/Email sent from gmail account
Is there any option to Put HSN Code & Gst rates to Projects itself
I have several projects created for various customers. My employees updates the timesheets regularly and make them billable. Every month invoices generated by including the unbilled projects. But everytime we need to add HSN Code and tax rates for the
All data missing
Hello I have logged into my account and noticed all of my documents and data are missing. I did not delete anything so where should I start?
Next Page