How can we embed an Instagram post into an article?
Struggling to figure out how to embed a post from Instagram into an article. I can see the embed option but when pasting the embed code into this, it says it is invalid code. 🤷♂️ Example embed code:- <blockquote class="instagram-media" data-instgrm-captioned
How do I prevent this Issue in Flow?
When sending an Email Template that has set recipients. Zoho CRM says "You cannot send email to this record as associated contact doesn't have either a primary or secondary email address" I am not sending any emails to this contact in the first place
Is Zia Voice AI able to be Used with Headset with Microphone?
Hello, I would like to use Zia Voice in the CRM, but I don't see where I can configure it to recognize voice commands through my headset microphone.
when select single record and generate(button) working fine, but when selects multiple records and click on that button not working the same.. issue..
Hi, On report page just next to delete button i have added button called as Generate and it is working fine when selects one record and click on that button but when i select multiple records it is not working same as when we select single record. So,
Error lookup for account searches
Hello, When trying to launch a new task with the "Related To" field linked to an Accounts record, the search icon (magnifying glass) does not open the popup screen to search the record. If I use the "Related to" field to link in other modules, the search
Twitter Analytics Synchronization Error
Zoho Analytics has not been synchronizing with Twitter for the past two weeks. Zoho Social is still synchronizing, but unfortantely the capabilities differ greatly with what you can do with the data in each platform. Is anyone else having this problem?
Zoho Mail IP addresses on a blacklist
Hello, The Zoho Mail IP address of 36.143.188.13 is blacklisted by Spamhaus ZEN. Please address this. Thanks!
[Webinar] AI in BI: Automating and Accelerating Business Insights
Hi there, In a post-covid world, companies across the globe are increasing their AI investments to accelerate their business insights from data. Ventana Research’s Benchmark Data & Analytics study shows that 87% of organizations currently use or are planning
Used Storage Quota
My Zoho Docs Used storage showing 6.47GB and Total storage 5GB. So it is over quota. I don't think it is the case, because i don't have that much data on my Zoho Docs account. I deleted data from Trash but it doesn't help much. Can you please check my Used storage and recalculate it if needed?
Add Lead Source as as standard field in Accounts module and enable automatic updates of Lead Source values accross Leads, Contacts, Accounts and Deals modules
1. please consider adding the Lead Source field as a standard field in the Accounts module. Most of my B2B clients use a custom picklist Lead Source field in the Accounts module. 2. When you go to Setup>Customization>"Modules and Fields" and update the
Session expiry in this community
Not sure where best to add this but is it possible to improve the session expiry in this community as it is frustrating to have to keep logging into it all the time. In other communities like for example those that use Discourse, I am always logged in
Adding a Quote Item by Product Code and not ID using Python SDK
Hi. Using the Python SDK Record Operation examples I have been able to create a Quote with a line item (product) using the product's ID. But as we are going to be feeding data from an external application that will have matching product codes and it
Custom Button to change Sales Order template and print
Hello, Is it possible to create a custom button (or function to call somehow) for Sales Orders that will update the template applied to the Sales Order and bring up the print preview screen with that changed template? We'd like to create 2 or 3 custom
Get Image Upload field images with NodeJS SDK
Hello, We are trying to fetch the images uploaded through the Image Upload field and display these images on our website photo gallery. How to fetch the Image Upload field images with NodeJS SDK? Best regards, Tiemen
Lookup Field Criteria
Does anyone know how to set the "Lookup" field criteria? We have a "Lookup" field for "Accounts" in our "Leads" and "Potentials", and it's used to select companies we work with...the problem we are having is that it's showing all our Active and Inactive
Inviting New Users
Hello, We have been using Zoho Connect&Cliq over a year ago with few users. I have been trying to invite 2 new employees for a while now and I see an error saying the users cannot be invited because their accounts are from different zone/area. I do not
Can't delete recurring task in Zoho CRM
We have a few monthly tasks that neither the task owner or me (admin) can delete or prevent from recurring. This happens with a couple of different users. Here's what is happening when I try to edit the recurring task: I turn it off: I get this message,
Upload error .pdf file
Hi, We keep getting this message "upload error" in the organization when trying to upload a pdf to an opportuniti (either as an attachment or as an attachement in a note). Already checked storage and ther are 10Gb left. i am using Chrome Versión 99.0.4844.51
404 Error
Hi, I am getting a 404 error from a site I've just created on Zoho and am hosting on afrihost. Please urgently assist
Refine lookup search not working for specific type of user.
Hello, Since this morning, our team don't have the possibility to select a product in a lookup field. This is happening only to a certain type of user, and not for every (For administrator, everything works well). For some information, like the product
Can't see the field in report after added field from configure web and fields
Hi, from configure fields and web i have added the field named as - "boxes to storage" and says saved also.. but when i see in the report and checked after refresh , then i can't see that field in that report. can see fields after the fields and before
How can I choose the Zoho Survey collector for embedded Zoho Survey links in Zoho CRM email templates?
I have a Zoho Survey with three collectors. One is closed and two are open. I have an email template in Zoho CRM that is used to email to the contact on the CRM record a link to the survey. It uses a button of Link Type: Zoho Survey. I have selected
Delete records in subform when one record is deleted in main form
Hi, I've a form (Form A) that create records in another form (Form B) when I submit the record in Form A, I've inserted the main form ID to each rows of the records I created in From B. I created a delete record workflow on Form A to delete records in
Some emails are being not delivered to inbox
From past 2-3 weeks, we are facing an issue of some emails not being delivered to our inbox while sender also not gets any bounce. We identified this issue today after our customer called mentioning that he has been waiting for our email reply and when
Removing attachments
Hi, I can't find any information about it but I suppose ZOHO keeps their specific approach to attachments in TeamInbox too. Is it possible to remove an attachment from the mail message in TeamInbox? best regards Pawel
Permission related lists
Hello, We have a problem with NON Admin users permission on Creator Reports and CRM related list. We would like to have visit reports visible on CRM (in related list) to non admin users. But we want "All visit reports" to be only viewed by Admins in
How to sum of lookup figure???
Hello, I hope anyone can help me. I'm almost giving up on this issue. I build a mainframe that enables me to choose each of the detailed forms. [Mainframe] Material cost[lookup]+ Process cost[lookup]+Quality cost[lookup]=SubTotalDirectCost I used "function"
Date Format
Hi Product Management Team, This is a request for consideration and we really hope it will be taken on board. We are encountering an issue regarding current date format in Recruit which is setup as "Month/Day/Year". In our context, most people here are
Branch on Webhook Value
Hi, How do I set up an If statement based on a field that is a webhook value. One of the fields in the payload is "Lastname". I need to replace it with the email address, if it is Null.
Limit editable fields?
I see that in Zoho versions in the past you could limit editing to only the visible fields in a report, but it appears this is no longer a feature. But, is it still possible? For example, I have 20 fields, but I want my field technicians to only be able
Amazon Seller Central
Is there a way to get data out of Amazon Seller Central in to Zoho Analytics? I currenly download monthly reports from Amazon and import them to Analytics. Thanks
primary email address of a department is wrong
How can I change the primary email address of a department if it is wrong?
change the DEFAULT department
how do i change the DEFAULT department when i have more than one?
Closed Ticket Notifications Opening a New Ticket in a different department
Hello, My company uses Zoho for different departments. Sometimes one department will forward an email to a different department. In doing so they create a ticket. However, when that department closes the ticket, it automatically sends an email back to
Font Sampler Anywhere?
I am glad to know that Zoho Show now offers Japanese webfonts. I thank all the devs who worked hard to give us this valuable feature! To know how those fonts actually look, I created a font sampler slide deck (not all weights are covered if multiple weights
Conditional statement make checkbox yes or no, what am I doing wrong.
So I have two fields, one where you select a employee(Managing_Therapists) in a lookup field and the other if a signature field (Managing_Signature) is signed. I want to Mark a Checkbox Yes if both Conditions are met, and no if one or both fields are
Transferring Forms to separate ZOHO One account?
I am a shared user on a ZOHO ONE account and I also have a ZOHO ONE account in my companies name. The other company and I collaborate and use the same forms. I would like to somehow transfer the form built in the other ZOHO ONE account to my account.
Existing Customers
I wonder if this is something I could ask. We often get customer ringing in to make a booking, when we search for them as existing customers, only first and second name is displayed. Having well over 6500 customers on our crm/booking customer list we
Presentation Embedding No More?
Zoho Show once allowed your presentation to be embedded in a Web page. I know this for sure because I used it one of my websites before. Actually, there is even an article on this in the knowledge base. However, I do not seem to be able to find it now.
Contact Us Option
Hi we have a number of subscription plans for our product with the highest tier being a ‘Contact Us” for pricing. How can I achieve this in Zoho Subscriptions? Ideally we want to embed the subscription in our web page.
Next Page