New in WorkDrive: Custom Domain
WorkDrive introduces Custom Domain feature that lets admin users create customized URL for their WorkDrive account. Using a personalized domain name will allow your team members to access WorkDrive via a URL relevant to your organization or team. This
Public links to document library files
Hello. I haven't been able to find out if this is possible. I want to send presentations to clients, but they are too big for attachment, so I prefer having them online and including a download link in the email. Is it possible to create a public download
Can Zoho CRM plugin for Outlook be set to use default Web Browser?
The Zoho CRM panel in Outlook, all the hyperlinks to Accounts/Contacts/Deals/etc... will only open in Internet Explorer, even though Chrome is my default browser. Is there any way to change this?
Outgoing mail blocked
Dear Zoho team, My email michaelshevlane@zoho.com is blocked from sending, and I cannot unblock it even when I click the banner at the top. Can you help? Thanks! Michael Shevlane
Gantt View for ALL of my boards
Is there a way to set up Zoho Connect that I can see ALL of my tasks from ALL of my boards in a single Gantt view? Would be very helpful.
SalesIQ App for Windows - minimize to tray
I'd love the ability to minimize the SalesIQ app to the tray, instead of just to the task bar, in Windows. This is the same behavior the Cliq app shows.
Hiding reports from admin
I need to create several reports with filtered data and give access to them only to specific users. However, as an administrator I have a ‘master’ view and don’t want to clutter my menus with all these variants of the same report. Is there a way to hide reports from an administrator but still have them visible to other users?
To implement SSO(Single sign on) for help desk in Blazor server web application.
Hi, I have created a web application in Blazor(server) and have authenticated user using identity. I want that the user who have signed in into my application, can access the helpdesk with no need to provide login credentials again for zoho. Can you provide
Can you add Account Name to general ticket view?
Hello I was wondering if it is possible to add the field "Account Name" as a drop-down menu (see screenshot below) instead of having to click on the pen-icon and edit the ticket? Thank you.
Help Please
I am not receiving outgoing emails from our Zoho DESK. Is there a setting that I may not have enabled correctly? Thanks Steve
C# SDK - Version 3.x.x
My app I wrote using C# SDK in 2.0.2 works fine. But now I need to upgrade it to the newest SDK 3.x.x. But when I update reference via NuGet to 3.0.0 or 3.0.1 always I have problems with build app - "The type or namespace name 'ZohoOAuthTokens' could
Portal invites dont work to .cn email addresses!
Hi all, We have a major problem! We have just gone live with the CRM. Most of our vendors are based in China. We're trying to invite Vendors to the portal but any Vendors with .cn addresses we get "Something unexpected happen please contact our support
After the 01/18/2021 update, the PO module no longer works and the app crashes.
After the 01/18/2021 update, the PO module no longer works and the app crashes. I appreciate the hard work of the Zoho team's dedication to the constant product enhancements! I look forward to the big fix as the mobile app is used by far more than
Add disclaimer to mails from marketing hub
Is there a way to add mail disclaimer to customer journey emails shot from marketing Hub campaigning tool.
How to read time logs from people in analytics?
Is there a way to read the time logs from zoho people by employees in zoho analytics to create dashboard entries? Please let know if such process exists. Thanks in advance.
Using a webhook on custom form
I am trying to use a form built in Elementor (I've also been trying it with Gravity Forms) to create an opt-in form for one of my lists in Zoho Campaigns. I've generated a form in Zoho Campaigns and gotten the raw HTML. This HTML form does work fine. What isn't working is... I'm trying to pass the FIRSTNAME and CONTACT_EMAIL fields along with the hidden fields from the raw HTML to https://publ.maillist-manage.com/weboptin.zc using a webhook in the form builder. The webhook is set to use the POST
Sending as Multiple Companies/Brands
We currently use Zoho CRM. We have multiple companies/brands that we operate as, and identify each Contact and Company with a Custom Field based on the company/brand. We are considering using Zoho Campaigns (replacing Mailchimp). I know I will be able
How can Configuration be set for Desk Invoke API during local development?
{ url: `https://some.protected.url/`, headers: { "auth": "{{password}}" }, type: "PUT" } I am sending this request using ZOHODESK.request() and it successfully replaces the {{password}} when running in prod
Share tickets to specific agents
At the moment it is only possible to share a ticket with another department and not only with a specific agent. In some ticket there is a need to involve a specialist agent to help solve them but they shouldn't see any other tickets. The workaround I'm
Preview link not able to be shared
I've created a new website for our company and I need to share it with someone to get their approval before publishing live. But Zoho Sites will not allow me to share the preview link with her unless I first invite her and then add her as a contributor.
Add dashboard to help center
How can I add a dashboard in the help center so that each customer can see a summary of the status of their tickets
Z-Index & Button display issues
I've been trying to add a button (which opens a sidebar) to my site but have been running into trouble. The form & button code (below) comes from Typeform. I have tried entering it as a code snippet on an individual page but nothing displays Entering
Font for the Product Name in the product grid is too large to fit larger product names
Hello, While just a minor cosmetic issue, several of the product names trail over to a third line in the product grid in the backend, but are truncated by the surrounding border box. Currently the font for the product name is 14px. Changing the font
Is there any way to save a zoho sheet as PDF in Workdrive using VBA?
Dear All, I am trying in a zoho sheet to create a button and with VBA to save this zoho sheet as PDF in a specific Workdrive folder. I have found some examples like the below but first of all the 'ExportAsFixedFormat' returns me unknown function and of
Subform Totals
Apologize in advance. I have seriously tried to find a solution through the many previous posts with no success. Basically I am trying to build what the invoice app does, for subtotals. My workflow is to enter a total invoice amount and then split that
On Submit - Add Data to New Table
Hi, I have a form with a main section and 1 subfrom, based on another form. When I submit, I want to create new records in another table, for each row in the subform, copying all the main data with it. For Example: Name: John Smith Title:
Get Candidates list
Hello, I am working on API connection to our account. I tried to read the candidate list using this connection: `token="1000.ed1d0ac90fd8a15640820959ba323acc.6f25f64783fa740ec63db6307c99fa3e" scope="ZohoRecruit.modules.ALL" parm={"authtoken":token,
Importing more than 5MB and more than 100000 rows in Zoho creator
Hi All, Hope you're all doing well and staying safe during this crazy time, I'm reaching out because I'm trying to create a Database of contacts using Zoho creator but I have some limitations as my files are more heavier than the required one and I believe
ZOHO Office Integrator document editing is not working in Chrome's incognito mode and Safari browser
ZOHO Office Integrator is embedded in our website using an iframe. When using Chrome's incognito mode (or Safari browser standard mode) we get next error after first attempt to edit the document: "5022 : Cookies are disable in your browser. Please enable cookies." Browser security settings are default: "Block third-party cookies in Incognito" So for now editor is not working in Safari and Chrome's incognito mode. But Google is intended to drop thrid-party cookies support in the future and this will
'Push to CRM' is 'ignored' on Campaigns
I am at the end of the workflow on Campaigns and trying to push the data (contact score, custom fields etc) into CRM. However my final 'push to CRM' function is ignored, not only for one contact, but others too when I have attempted the same thing a while
'No' scrolling on zoho embed code not working
How do i fix this issue? I have an embed code with scrolling disabled (Zoho Creator form) placed in our website but it doesn't seem to take effect.
Can Zoho Books cut multiple checks for multiple vendors in a single pass?
I'm a new Zoho One subscriber and am still getting familiar with the system. One of the first things I've noticed is that it doesn't seem possible to run a batch that can cut multiple checks for multiple vendors in a single pass. I have about 75 vendors
Convert Button on each list item in list item view
I see that you can put a customized button in each list item, but what if you want to put a standard button (in this example the convert button) in each item. Do I have to clone the Convert button as a custom button? If so how? Am I just missing a simple
Calendar view with respective task work hours displayed as you can see in Google Calendar
Hey, Are there plans to introduce the feature that would allow to see how many hours a day the task would take? We can set the start and due date of the task, as well as the work hours, so when looking at the calendar view we'd see something like this: such view would really improve the management of smaller tasks and with the drag'n'drop functionality planning a week would be a breeze.
Zoho crm for retail
Dear all, I have a feeling that Zoho CRM is note suite for retail business. I have a small business with household products. When I try to make sale some products for customer, the Deal module (Is it use for sell?) try to register deal, but it is more
Zoho CRM seems complicated for retail business
Hi All, I'm learning Zoho CRM for my retail business. now I'm trying to find the way to sell products to customer, but it seems Zoho doesn't have that process: Deal module look like it's for B2B, the Order Module look also very strange for sales process
How do I see the email addresses I created
I have created 5 email addresses but I can only see 2 of them. Whenever I create a new email address the system say we will send the one time password on the new email address, how do I access the new email address?
Enable mail hosting?
Hello, I have set up a personal email account (@zohomail.com). What will happen to that email account if I press enable mail hosting? Can I continue to use it along side my hosted email address? To enable mail hosting, do I need a paid account? Thank
Screen Noise in Chrome on Mac
Every once in a while, the Zoho screen (when logged in only) turns into chaos and noise, like a bad old-school television set. This only happens on Zoho app, and only in some of them. As example, it happens in CRM and in MarketingHub, but not in Desk
Zoho CRM Groups - Access to Deals of other Roles?
We are currently using the Professional version of Zoho CRM, which means we have limited Data Sharing capabilities. We have the current Role hierarchy for users: 1. Directors a. Sales b. Service c. Marketing d. Accounts e. Project Delivery The idea is
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