400 error when submitting API refresh token request
I'm trying to set up the OAuth and generate the refresh token, but every time I send in the post request I get a 400 error and the message " An error occurred while processing your request.Please try again later." I'm certain that all of the access information
Call a Zoho Creator URL with a XML from a custom function
Hello everyone, We have a Zoho Creator app made by other developer that works through a webhook with a XML. Do you know how can I send the XML inside a custom function? The XML is like this <ZohoCreator> <applicationlist> <application name='name-app'>
Deprecating support for a few fonts
Hi all, Greetings from Zoho Creator! We're introducing a slight revamp to the fonts supported in your Zoho Creator apps. Unfortunately, some fonts that were available previously will not be supported going forward. If you have used any of those fonts
Portal user unable to create note on a record
The portal user created for a custom module is unable to see previous notes on the records as well as unable to create notes on current and new records linked to them. I have attached screenshot showing the error. We have checked the permission settings
Email bouncing using Office365 Mail Servers
I have a client that sends and receives email in Zoho CRM using her Outlook (Office365) email. I set up the account to use the Office365 Mail and SMTP servers, and for a couple of years it has worked fine. Recently, many of the emails she sends are bouncing
Can I tag Products in my Facebook, Instagram and Twitter posts?
We sell items and I can tag products for customers to view and purchase when I create posts in Facebook and instagram. Can I do the same in Zoho Social? if so, how?
Domain verification issue
I tried to register my domain (www.unigpa.com) but the process is cut and I cannot add access mails to the domain or delete my domain to start again also I cannot find the TXT value for the domain to verify it
ZOHO座談会 のお誘い
こんにちは、福岡の田中と申します。 みなさまはZOHO使いこなしていますか? 私はソーホージャパンのウェビナー動画を見返しながら試行錯誤してます。。。 本題ですが、1月21日(木) の18時から、Zoomを使ってZOHO座談会をしようと思います。 とくに座談会の目的はありませんが、みなさんとZOHOの使い方など雑談できればと思っています。 空き時間がありましたら、気軽に立ち寄っていただけると嬉しいです。 トピック: ZOHO座談会(Zoom) 時間: 2021年1月21日 18:00~ https://us02web.zoom.us/j/88580224399?pwd=djFZL0NBcGNzN1F2N2RIUE9uNWFtdz09
How do you get a record to END a blueprint and exit it?
We have a rather complicated blueprint. However when the record gets to the end of the blueprint it seems to stay in there and we cannot update the state as it is locked in the blueprint. HOW do you get the record OUT of the blueprint so the state can
Custom Filters on Career Site and custom URL for apply button
Hello, My issue is I have tried to add 'Skillset' as a custom filter on my clients Career Site. I have made certain 'Publish in Website' is checked in Modules > Fields. But it does not appear as a Custom Filter option on the Jobslist section of the Career
Can I follow other Instagram accounts in my niche through Zoho Social?
I want to follow other Instagram accounts and was wondering if I can do it through Zoho Social? I'm not always logged into the Instagram account and prefer monitoring it through Zoho Social.
Sales Person Access to Item descriptions and Prices
We are a Zoho One user with CRM and Books working together. In either the Finance area of Zoho CRM or in Zoho books. If a sales person creates an estimate, they have access to all the fields on the item record. Including making up their own items and
Moving the elements across pages, pages across sites
Namaskaram Zoho Sites team, Moving the elements across pages, pages across sites would be a wonderful feature to have. Right now if I want to move a page to a different site, there is no other way but to recreate it.
Listing participants in a Meeting scheduled by Zoho CRM
I have scheduled a Zoho Meeting with two other people using Zoho CRM. Althought the participants are shown correctly in CRM, no Participants are listed in Meetings (although I am listed as the Presenter). Is this expected behaviour? Many thanks Steve
HTML5 Windows Hotkey Not Possible
Hi All HTML5 mode doesn't give the local user the capability of using Windows hotkey (eg) Windows +D for Desktop, alt+tab for Task Switcher on the remote machine if i select the keystroke it only enables the local machine on Windows OS, this is extremely
I'm an administrator but there's a report that I cannot view as spreadsheet
I have restricted users from modifying all, so I'm thinking that may be interfering with administrator permissions. Any idea what's going on here?
región/implementación diferente
Hola, tengo un problema, intento registrar mi dominio con un dominio .work y me arroja el siguiente mensaje: "La dirección de correo electrónico que ha especificado pertenece a una región/implementación diferente. Póngase en contacto con support@zohoaccounts.com
Does Zoho Campaigns sync to Zoho ContactManager?
Will information entered into Zoho Campaigns sync automatically to Zoho ContactManager? Or is it a one-sync from ContactManger to Campaigns?
File Upload to Quote
Hi there, I'm looking for a CRM that will allow me to interface with an API to create a quote and attach images to it. I see that Zoho provides file upload that's associated with an "ID" but it's not clear whether this ID can be a Quote ID. Thanks
How to view calendar invite details in the Zoho Mobile App?
How to view calendar invites in the Zoho Mail app on Android? When someone emails me a calendar item from an Outlook calendar event, I can only see the details of that event in Zoho Mail on a Web browser, but not using the Zoho Mail app on Android. The only thing that displays in the Android app are the message headers; there is not even an attachment to download and view with another program. I'm using Android M (6.0.1) and have the latest Zoho Mail app installed. Note: I have no interest in importing
IF Statement in Zoho report Formula
Hello, I'm having a hard time trying to convert an Exce formula like the following one to the Custom Formula options in Zoho Advanced analytics: =IF(A3=B3,"service",IF(B3=C3,"project",IF(A3=C3,"shelf",""))) Besides, is it possible to use AND - OR - NOT operators in Zoho Reports Formulas? What are the rules or correct syntax to use them!!?? Thanks! Br, Efrain
Cannot restore Item from trash- getting message "Trash in progress"
It has been more than 8 hours since i deleted an item, but unable to restore. Keep getting message "Trash in Progress". Highly frustrating. Have sent email with screen shots to the support team, but no reply from past 6 hours. Unable to reach support team on the phone- Have only option to leave a message. Very bad support experience so far.
Linking Emails to Deals within Contacts Module
Hey Zoho Team, I'm setting up Zoho CRM for a client who has multiple contacts on each deal. Are there any plans in the future to allow email linking to a deal from within the contacts module? It would definitely help us manage our data more efficiently.
Want to add Employee work anniversary , Dependent birthday and marriage anniversary in birthday widget
is this possible that if i want to add employee dependent birthday , marriage anniversary and employee's work anniversary in birthday widget on respective day.
Sponsor descriptions are duplicated between sponsors
The description of the last sponsor I edit is being transferred to all other sponsors. It's as if there is only one description field that's shared between them. In the screenshot attachments you can see the description of the third (and last) sponsor
P&L : show tags or projects in colomns
hi, my customer use tags as line of business or department. it would be great to show a p&l with all tags in columns with a total of all columns at the end. thanks
Show the bigger picture in small spaces: Add images in cells with Zoho Sheet
When used correctly, images and infographics can add so much value to a spreadsheet. Zoho Sheet previously had an option to insert images into your spreadsheets, but now we're taking it a little further: You can now insert images into a particular cell!
Information from one form to another
Good day. Is it possible in ZOHO FORMS (not creator) to automatically transfer certain entries like name and surname to another form. Example if there is a question set in my one form can it automatically be transferred into a second form. If I have
Very clearly (and constantly) see Company-name & User-name logged in (all times!) (useful with different accounts & customers)
Hello, It would be really helpful, since more and more people work from home and work for 1-2-3 organisations, to see on which company (in which browser) you are working. Certainly as freelance consultants with different customers that would be extremely
DKIM failing - RSA public key: RSA.xs:178: OpenSSL error:
I am trying to add a new DKIM TXT record as advised by Zoho support to try and fix a long standing DKIM issue with my account. When I add the new record it shows up in checks, but does not pass. Using the tool linked in the DKIM creation page on Zoho
Gmail forwarding to Zoho Mail
How can I forward my Gmail to my Zoho mail app? I have tried adding a POP3 account but it continually says "Unable to connect to the server. Check your server details." I have the Mail lite subscription. I have enabled POP in my Google mail settings. What am i missing here? thank you. David
A problem with applying a leave and initial balance
Hi there, I have a problem with applying for leave (vacation). What is a problem can be? And the second question: how can I accrual vacations, add 1,25 day to every 1 working month after 6 month of working in a company?
CSV import upload to CRM stuck in progress
Hi all, I have a CSV file with about 10 contacts (just for testing) that I am trying to import to CRM Leads. The import has been stuck in progress for a while now, and not one contact has been imported. I have imported CSV files with hundreds of contacts
Left Justify Email Body
Is it possible to left justify the entire body of the email? (See image below, I would like the body of my email to be to the left, where the tip of the red arrows are pointing.) The goal of any email should be personalization. Having the body copy
Copying lead location to meeting for fast scheduling
Hi all! Performed some basic searches around this site and could not find what I’m looking for. With our current CRM, we are able to copy the location from a lead to the meeting location with the click of a toggle button (see attached image). We provide on-site estimates to clients, so we take down lead information and schedule a meeting at that lead location. Is there a way to do this, so that our staff does not need to manually copy and paste a location from a lead? TIA!
Schedule an email in SalesInbox
I love the idea of SalesInbox but I can't use it due to not being able to schedule emails. It's very important to this small business's brand to only send emails during business hours. We are in fact working 24 hours. Thanks in advance. Paul
Links in Mail Templates are broken
All links in templates are changes from something like: '<a href="mailto:email@email.com">...' are being changed to something similar to: '<a href="https://email-view.com/click.zt?linkDgs=91868c96e67&mailDgs=91868c96e5f">...' This change completely breaks mailto urls and may cause issues with other urls. There was a post on the same exact issue 10 months ago that was supposedly fixed, this can be found at: https://help.zoho.com/portal/en/community/topic/links-in-emails-not-working-2-9-2015
Allow bugs to be closed from language in GitHub commit message
Many GitHub integrations allow issues to be closed as well as just linked through commit messages. Ideally: "Closes [JD-34] added email address to form" would not only link the commit with bug JD-34, but also close the bug in Zoho. In fact, Pivotal Tracker responds to several commands (which all do the same thing). It's a handy automation which just saves a little bit of time, and more importantly, keeps everything automatically in sync. [(Finishes|Fixes|Delivers) #TRACKER_STORY_ID]
Creator not opening
After I login to Creator my screen is completely blank except for < at the top left of the screen.
Where is Mail Merge History stored
I sent out a mail merge but I can not find anywhere in this program where there is any history of evidence that anything was sent out to my contacts. Also, is there any way to send an mail merge with an attachment? I was hoping this program would be
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