Users can now add exact time along with start date and due date for tasks in Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.4.4), we have brought in the below enhancements. Now users can record the exact time along with the start and due date fields in the task module. We have supported multiple onboarding
Email not sent when using Sendgrid
When I try to send an email using an email from a group on Zoho to an account on Zoho, through Sendgrid, the email is not send, but if I use the group email on Zoho to send the e-mail to a Gmail email it works... how to get logs / fix it?!?
Users now can record meetings from within the Zoho Meeting iOS mobile app,
Hello All, In the Zoho Meeting iOS mobile app (v1.4.0), we have brought in the below enhancements: Record meeting feature: You can now record the meetings right from within the app. Upcoming, Past and Recording list's are available in meeting list
My account tip "Your Account is inactive." What is going on? "
My account tip "Your Account is inactive." What is going on? "
Calling /requests/:id/fielddata only returns 400 bad request
Hello, I'm writing a custom integration for Zoho Sign using an oauth app token. I'm trying to retrieve the prefilled field values after the document has been created. I believe the /requests/:id/fielddata endpoint from the API documentation is supposed
zoho Sheets - Cannot center align a cell
For some reason on this worksheet I cannot center align the cells. I might be doing something wrong, but I have used a lot of spreadsheets and not encountered this issue. 🤷♂️ This is on an iMac in Chrome. screen capture attached
Bulk Up Dating Candidate Owner
Hi, When I try to bulk update candidates to a new owner it is bugging, this used to work well. I asked a colleague to try and she had the same issue. I am able to update candidates individually but we have >27K candidates/contacts so not practical. Is
Retrieve pre-filled field values from document after the document is completed
Hello, I have a document that has the following format: It has the following pre-filled fields, which must be filled in by the sender: Text Field A Date Field A It has the following fields which must be filled in by the signer: Text Field B Date Field
Getting this error
Please check this error , when i clicked on failures then i found this
Sharing passwords with people outside organization
I have a Zoho one account. I use vault all the time, wanted to share some personal passwords with my wife is this possible? when in the vault it says I cannot share passwords?
Thunderbird cannot TAG zoho IMAP mail accounts but others are fine
Thunderbird 91.4.0 I have IMAP enabled, and have been using Zoho mail account in Thunderbird for years with excellent results. Thank you Zoho. However starting yesterday (12/10/21) I cannot tag messages in my Zoho mail accounts. I am using imap.zoho.com
1 or 2 organisations impact ?
Hello, I am a small company (Pragmages) and I work alone. I am in test period of zoho one. I sell financial consulting services under 2 brands (2 websites: JMC & Luxavie). I want to use zoho subscription & zoho book for: - allow luxavie customers to buy
Zoho Sheets Slow Processing
We are trying to use zoho Sheets in our day-to-day, but... We encounter times when Sheets is updating so slowly that it nearly becomes unusable. The dreaded working notification. Very frustrating. Other online spreadsheet applications have set the usability
Zoho Desk Community Digest - January 2022
New Feature SEO Multilingual Support: SEOs can have SEO meta tags for each multilingual Helpcenter page along with multilingual support. Enhancements New updates in Helpcenter New sign-ups with new Helpcenter domain: Helpcenter new domain is now enabled
How to turn off automatic correction to an upper-case of the first letter?
How do I turn off automatic correction to an upper-case for the first letter in new rows and after dot in the zoho show textbox?
I can't assign leads coming from facebook to users
Hello Guys, I have created an automation rule that any lead that is created automatically assigned to the 2 sales agents I have, however each time a lead comes from Facebook it comes under my name as a Lead Owner and not assigned to any of them
How do you associate a lead with a territory?
Hi guys, I don't see an option to associate a lead with a territory. There are options for contacts, accounts and potentials but not for leads. Is there a rationale behind this? I also note that there is no capacity to mass assign Contacts or Potentials
I want to update a file upload field in a custom module under CRM from Zoho Creator application deluge script, How can I do that?
I have a custom Module named "Module A", for whcih I am pushing data from a creator application. I want to update a file Upload field under the CRM custom module from Creator aplication's Custom functions/deluge script. I am able to create/update all
Latest Releases and Updates in Zoho CRM
Zoho Corporation has come up with a number of updates in the Zoho CRM platform just like each year. These new updates are expected to continue helping users seamlessly run their business operations with the new technologies. In the blog, we will have
Ran into image limit when adding graphics to a note
As the title states, I received an error message when I tried to add more than 15 images to a note. I was taking notes as I watched a webinar and was adding screen shots from the webinar to a note. When I tried to add my 15th image (and the images are rather small), I received the error message that no more images can be added to this note. Is this a standard limit of Notebook notes, and if so, why is this in place?
Onboarding
Le recrutement, les entretiens et l'embauche ne sont que les premières étapes de la formation de votre équipe. L'objectif de l'intégration est, comme son nom l'indique, d'intégrer votre nouvel employé dans l'organisation et de le familiariser avec ses
How to hide fields in same form but in different report on edit
Hi, i have one form, and depends on that form we have 2 reports with different condition on the report.. So, i want to show fields on 2nd report, if that 2nd report edited only then those fields will be shown not for first report when edited. Hope you
Zoho emails question
We're switching from a pop to a spectrum/charter email server, and subsequently to Office365. We're implementing Office 365 on all of our company's desktops and laptops, but we're still utilising pop email settings to keep emails running. No one wants
browsing and login problem for zoho
Can't login to mail in zoho, even can't browse www.zoho.com please help
use an external Wiki
Hi, it's possible to change from internal Zoho Wiki to an external for example TWIKI or similar (with user management a.o.)? Any solutions? Who is using similar? Greating Dirk
Auto Save
Zoho, I found out the hard way during a training today that no matter what Module you are working in and creating an account or a Potential should you Navigate away by clicking on another module the system will not warn you that you have un-saved data. At minimum it should at least warn you that you are leaving this page. Just like what is done during the editing of a form. This should be standard in any CRM. Can this be fixed? Thanks John
Export columns and sequence
Hi, I created an export of multiple sprints but the extract file does not have a column for sprint name, it only has sprint type (active, future). My colleague also created an extract but theirs also included a column foor the sprint name. The columns
Reporter In Zoho Projects
Currently I saw there is an option in blueprint that we can set the reporter to perform the transition, but there is no option to submit the task to the reporter. Until or unless we introduce another button to the assignee. Also projects statuses are
ZOHO CRM - Creator link
Hello, We use a custom made application in ZOHO CREATOR for visit reports when visiting customers. Our CREATOR is linked to CRM. Whenever we create a visit report, this report is visible on the creator app but also on an account in ZOHO CRM on the computer
Check-in icon missing with accounts
Hi, Is it me or has the check-in icon been removed in accounts? When I'm in the contacts section I can see it. Regards, Sjoerd
Bold field name as an option when creating a layout - create greater visual contrast between field name and field data
I would like the ability to bold the text of a field in the layout. It would be helpful to make a bigger visual distinction between the field name and the data in the field. As of now, the only distinction between the field name and the field date is
Export description field on cards
Hi, When creating an export, is it possible to include the description field and all the comments associated with a Task or Story card? This information is missing from the standard export. Thanks
Zoho bookings and Customization
Hello, I have several questions regarding Zoho Bookings: Here is my use case: I have a Workspace with a service to which a resource is linked (notifications can therefore be configured in the Workspace only and not in the Service since it is a resource
Zoho Bigin : 3 intégrations qui vont vous changer la vie !
Bonjour à tous, Combien d'applications utilisez-vous en moyenne par jour ? Impossible de connaitre le nombre exact, mais nous sommes prêts à parier qu'il y en a plus d'une ! Nous utilisons tous de nombreuses applications dans nos activités professionnelles.
Distinguishing between Zoho CRM and Zoho CRM PLUS
We are building application that utilizes Zoho CRM API and we have noticed that some things on Zoho UI pages are different for free CRM and CRM Plus (e.g. adding description seems to be available for any kind of Call in API, but UI, depending on whether
Deluge creator integration - creator connection does not exists
Hello, Im trying to use the new integration instead of using the v1 that will be deprecated. so my old code its this one: getrecord = zoho.creator.v1.getRecords("roboplan","planeamento-plano-b","Tasks_Report","Task_ID ==\"" + taskid + "\""); The new code
Zoho Subscriptions Data deleted from Analytics mysteriously ....
I am curious if others have run into an issue I am now running into.... We noticed today that several of the Views and Dashboards in our Zoho Analytics workspace were gone. Upon further research, they were in the Trash. It says "Deleted by" our account
Report which shows tickets and bugs
Hi team,how can I create a report of extract which displays a list of tickets (Zoho desk) and any associated bugs (Zoho BugTracker)? We will use this list to review a list of open tickets against the status of the associated bugs. Thank you in advan
ZOHO CRM TASK DELAY DAYS
Hi i want to add a field that will automatically count the number of days the task is delay, for example, the due date is February 3 if the task is not mark as completed the field of Delay Days will the number of days its not being mark completed from
What are the keyboard shortcuts?
Is there a list of keyboard shortcuts like to #QuickSend a message instead of scrolling down to find the 'Submit' button?
Next Page