Forms not submitted even though it appears the submit button worked
Hi, We are having trouble at times with forms not actually submitting after they have been filled and the submit button is chosen. The form disappears but never arrives in the email of the responder or in the daily entries in the admin of Zoho Forms.
Eventbrite Campaign
Hi, can anyone tell me why when I try and create an Eventbrite Campaign in Zoho Campaigns, it doesn't give me the option to choose an Eventbrite Template and pre-load the event information in the email? I have selected the event on the event section and
Changes to User Interface in Zoho CRM without notice causing errors and frustration
The UI for sending mail in Zoho CRM changed as of this morning with no notice or documentation of the changes made. This interferes with our call integration as it forces the mail view to be inset inside the CRM window with the position locked and no
Customize Payment Stub
Is there a way to customize the payment stub that is sent out with the invoices? I see all the other templates to be customizable but not the payment stub.
Email Plan Limitations
Hi I wanted to create an email address with my domain, so I searched the internet to find the zoho site! After registering and going to the email creation section, I was faced with two options Create email with your domain and create email with zoho domain
[Live Webinar] Optimize your website and maximize your conversions
Hello there, It is not surprise that marketing landscapes have been changing dramatically this year. So if you're looking for ways to keep your website on the top of your visitors' minds, then we might've caught you at the right time! If you're tired
Dependency fields based on accounts in Zoho Desk
We have recently started to use Zoho Desk and I'd like to know if there's a way to make child fields to get values based on an account or organization itself. For example, we manage tickets for several accounts but we also identify tickets based on their
create an help center article with predefined format from within a ticket
Hi. Trying to fulfill a use case which I guess applies to most support service organizations. I want agents to raise a request for creation of an help center article when they figure out that they are asked the same question in a ticket over and over
Having a single team manage 2 organization
Dear Zoho One, We are two companies running different business (service and sales) in UAE. Let me explain - Company 1 - A contractor Company 2 - A consultant, Service company Marketing, Sales, Projects, Accounts and HR are individuals working for both
Not syncing with CRM Calendar or Contacts
I have the plugin installed in CRM, using Zoho One and have made sure all fields in the Bookings form are also in the contact module, but when I create an appointment in Bookings, it does not appear in the contact record or CRM Calendar. When I create
Why can't I edit name using Workflow Field Update
I'm trying to setup a Workflow with a "Field Update" action on the Lead module, but for some reason it's not letting me select "First Name" or "Last Name" as the field I want to update. Any idea why?
Invalid client using postman
Hello, I'm having this error : "invalid client" while trying to get refresh tokens using postman. Could you please help me ? Thanks. Regards
migrate zoho notebook from one zoho account to another zoho account
Hi, I have figured out how to export zcard file but not how to import the file into the other zoho account. Do I have to export to Keep or something to bring back intro my other zoho notebook account? Thanks for your help.
Fix Script: Update Layout all Leads
I'm trying to update ALL leads that have a "Layout" value of "Standard" using this script to value of "Drivebys". My script executes properly but nothing happens to the records. Any idea why? I have already confirmed the view name is correct, the field
Signature Validation Error
Today when my users try to login they get a Signature Validation Error. This occurs after they enter their username and password. This was working for 1 year. Today my help desk renewed. Can that be the cause? https://helpdesk.nohc.com/portal/
Ability to move components in the dashboard.
I would like the ability to arrange the components in the dashboard in a similar fashion when you move components on the home page. Is is frustrating to have to recreate components in a dashboard just to change the order and view of items.
Installed extension permission
Hello, We only want admins to see and use installed extnesion "Shopify". In settings the permission is set to only admins (see attchment picture). But when a normal Zoho CRM user logs in, they can see the "Shopify" between the Modules (also on iPad).
Zoho Mail Hacked
Hi, My colleague received a spam that came directly from my email, using my exact email address... I check the history log and it does not appear as someone has logged in my account besides me. I dont have any signs of unusual activity on my own mailbox. That is very problematic as I hold an important position in my company, and I cannot afford to have someone using my name... Could you help me find out about this ?
Formula field blank on load
I have a formula field that shows either the user selected "start date" or the maximum date already in the Dates subform, which ever is greater. However, whenever the form is opened for edit, the field is blank. Adding a date, or changing the start date
Changement de domaine
Bonjour, Mon entreprise a changé de nom il y a peu et donc changé de domaine. Je sais que pour mettre l'adresse avec le nouveau nom domaine, il suffit de mettre l'adresse en adresse secondaire puis l'élever en adresse principale. Mais cela concerne uniquement
Searching on date of Birth
Hey, we use the 'search bar' in the top right corner a lot. As far as we know, searching for dates (especially dates of birth) in the search bar is not possible. Is this possible? as many of our customers are identified by DOB. thank you in advance
"Unable to save" message bug save works
I'm most likely returning something wrong but couldn't find it in the docs. When using the Zoho Writer Office Integrator API and saving a .docx file, it gets posted and saved correctly to the save_url but the UI shows: "Unable to save: An error occurred
Integrate Multiple Telephony Providers in a Single Organization
Dear All, Greetings! We have an exciting announcement with reference to telephony integration. Integrating telephony with our applications aids convenient communication with peers and customers. Once integrated, you can make, receive, and automate calls
desk-mailer's reply doesn't follow the "Reply-to" of the inbound mail
desk-mailer replys the inbound mail uses the "From" instead of "ReplyTo" field. Expected behaviour should be replys to the mail addressof "ReplyTo" field.
how to apply multiple subform total addition value in a single field?
Hello Everyone Please help me I am stuck in the Zoho creator I have made 3 different subforms and their Total Amount is available, I got all the total amounts of each form separate, but I want to perform one more action these individual values will be
Create an Event in Outlook calendar for assigned Agent
Hi team, I was testing ZOHO desk for 15 days (trial) to get familiar with this tool. I am now wondering whether ZOHO DESK can somehow send/create an event in agent's calendar that is assigned to a TICKET. We are using Outlook 365. If not, is there a
Marketing Hub - BASIC signup form
Greetings. May someone please help us find basic info on HOW to setup a JOIN our newsletter form? There are FAQ pages for how to edit/update your profile, etc, but we can not find info on how to actually create a signup form for our website. Thanking
Zoho preventing me from removing tag from a webform
I want to remove a tag from a webform but Zoho is denying to remove the tag even once I remove it and save everything. I go web forms, edit the webform I want, Next, Tags then delete tag and save the changes. Then go again and double-check but the tag
Log Calls - No Where to be found
Hi, your help guide has all this info below, but i can't find anything about it in the actual CRM setting page? Log Calls It is important to track the conversations that you made with your Leads/Contacts. That's where logging a call comes in handy. When
How to add product list to account from sales order?
Hello I would like PLEASE, that if i am having a sales order then the products from this sales order will be listed in the account that belongs i have enterprise addition and i have made custom apps in creator but can not do this, I will more then happy
Is there anyway to either hide 'Upcoming Actions' in the Timeline or reorder it and move it below the 'History' section?
I have lots of scheduled workflow actions for various things at certain intervals in my modules and it has created a huge section that has to be scrolled down several page lengths on a record's timeline to see the "History" section which is the main point
where are Photo picture contacts
I have many Contacts in Zoho Enterprise, with Photo of the Contact, How to create file with PNG and contactperson-name, so only the ones with Picture. or to create a filter of such with a photo Thanks William
relocating to different drive
L.S. I want to move the Docs and WorkDrive location on my computer to a different Hard Drive (since it automatically installed it on my small C drive). However when trying to follow the instruction on how to do so, I get stuck right at the beginning,
How to add Vendor_Name in Purchase_Order module insert REST API
Can you provide a sample input Json for purchase_order module insert REST API ? I am posting below JSON {"data":[{"id":"233855000000834001","Subject":"testpu","Vendor_Name":"kkvendor","Billing_City":"surat bharat","Purchase_Items":[{"Total":5915724.0,"Quantity":33.0,"Description":"na
Error adding users
Dear zoho team Honestly I'm surprised how many people face the issue of not being able to add users and the issue still not. Solved. It is not logical that all these zoho users having spam mails. For us we have used sales@ishkw.com.and store@ishkw.com
TB Closing balance removed for P&L items
Why has Zoho removed closing balances for P&L items on the TB. This is very unhelpful as I need these balances to help with my monthly reporting lookups. There are debit/credit balances which have to be tweaked to be able to allow me to create my own
Sum fields and set the result in other field
Hi, I have three currency fields, I want to sum the values of these fields and set the result on other currency field. How can do this with Deluge
Disable and Enable Button for Radio
Hello, I am wanting to make a button that will disable all my radio button on a certain part of my form. These radio buttons send forms to an email and would like to add an option to just disable it with one push of a button. I know it can be scripted
Combine 2 fields into 1 field.
I need to combine 2 fields, one of which is an auto number field and the other is a single line text field. I tried using the following syntax in the workflow: input.SKUID = toString(input.SKU) + " - " + toString(input.Order_Type); but my output is as
Deluge in Zoho Services #2: Zoho Writer
Hello all, We hope you found the previous post in this series useful. In today's post, let's explore how Deluge works in Zoho Writer. Zoho Writer supports Deluge in the following three areas (workflows): Workflow 1 : Execute a Deluge function after a
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