Enhancements to the formula field in Zoho CRM: Auto-refresh formulas with the "Now" function, stop formula executions based on criteria, and include formulas within formulas
Dear Customers, We hope you're well! By their nature, modern businesses rely every day on computations, whether it's to calculate the price of a product, assess ROI, evaluate the lifetime value of a customer, or even determine the age of a record. With
Introducing Zia GenAI: Zoho's Native Generative AI for Zoho Desk
Dear Customers, Greetings! Zia GenAI is available on Early Access for Zoho Desk Enterprise subscribers. Kindly fill out this Registration Form to request early access. We are excited to announce the Beta release of Zia GenAI in Zoho Desk, now available
Analyze Business Scenarios?
Hi All, We are a small museum consultancy that works with small to medium-sized museums on business planning, strategic planning, and museum master planning. We are currently using spreadsheets to do this work. I am imagining analytics that could build
Campaign email bounces and CRM entries
Using campaigns.zoho.com and utilizing a sync'd list works fine. But when emails bounce, they are removed from the campaign side, but there is no way to update the CRM record. You can see that the email bounced in CRM by looking at campaigns-> member status, but you can not use that field to create a search or any other way in which to update those bad records. I have a list of several thousand emails, and to update each record that bounces is a nightmare. There has to be a way to utilize
Tags When Importing
My biggest wish right now for making Zoho Notebook easier to work with would be to have the ability to add tags while importing files/clips. This includes using the web clipper, adding web pages with Share on my phone, and adding pages by using Attach.
I can't send and receieve any email ERROR CODE :550 - 5.7.26
Hello, I can't receive and send any email for months. I already sent an email to Zoho support but didn't get any response. I attached a screenshot of a message i get always when i tried to send an email. Please help me asap.
Zoho Email Not Working After Domain Transfer and Nameserver Change
Dear all, I hope you're all doing well. We recently transferred our domain, which is linked to Zoho, to another hosting provider. As part of the transfer, we updated the nameservers to the new hosting provider's ns1 and ns2. However, after this change,
Alter a system defined field from a 'single line' into a picklist
Hello, I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?
View tickets
Is it possible to have 1 person in a organization which can view all tickets of that company? Example: IT Manager of Company X wants to view all tickets of Company X, no other user can see all tickets of Company X.
Automatically associate contact with product
Hello, I created a Real State scenario at CRM where I have property owners that are contacts, and properties that are products. After creating a contact and a product, I associated them. My Desk is integrated with my CRM, and it automatically creates
Zoho Desk Deluge get tickets info
When using Deluge, Need to use "tickets" to obtain ticket information. Example : ticketDetails = zoho.desk.getRecordById(XXXXXX,"tickets",ticketId); Is there a way for me to query ticket information while only knowing "ticketNumber"? The "ticket Number"
Zoho still running very slow
I have a lead log for my company and creator seems to be running extremely slow still.
How can I send out edm email without execced the mail limit and got block?
Hello, What service should I subscribe and pay for?? Thanks Tomuel
Lost Data
I never synced it before but now since ir forced me to login... my data is lost. Can I still recover my local data?
Unable to verify Domain - Exabytes
Hi, I have obtained a .com.my domain provided by Exabytes, but am unable to verify the domain ownership despite added in both TXT and CNAME as below: TXT - Name: @ ; Value: zoho-verification=zb88785805.zmverify.zoho.com CNAME - NAME: zb88785805 ; Value:
Forgot password to my notebookd and notes
Exactly what the title says. I know it sounds dumb since it's my own fault but what can I do? I'm just wondering if we can recover our password or something. I see there's no such feature but it should have right??? This is really frustrating to me because
Problems with email configuration and slowness in Zoho support.
I've been having problems configuring emails since yesterday, they responded to me today, I sent a response right away and so far I haven't received a resolution to the problem. Attached are the configuration attempts that were made.
Ajuda! Não é possível enviar mensagem; Motivo: 554 5.1.8 E-mail enviado bloqueado
Não estou conseguindo enviar email está aparecendo isso ai amorproprioterapias@amorproprioterapias.com.br
Kaizen #60 - Get Records, Search Records, Query and Bulk Read APIs
Hi everyone.. Welcome back! In this post, we will discuss when to use Get Records, Search Records, Query, and Bulk Read APIs to fetch records. Please note that the information in the article holds true for version 3 of Zoho CRM APIs. Get Records API The
POP/SMTP issues with Gmail client & problem with support
Hello! I've recently encountered an issue with POP/SMTP synchronization with my Gmail client. After issuing a ticket to Zoho support, the status shows up as "Invalid" and I haven't recieved any kind of reply. So I figured that maybe the community page
Contatos apagados ainda aparecem
Olá boa noite eu apaguei os contatos que tinha salvo, porem quando clico em "para" na parte de envio de e-mail, ainda aparece os contatos la e as categorias, que tambeém foram apagadas. como apagar completamente os contatos e as categorias?
Issue with Receiving Emails After Domain Recovery
Dear Zoho team My domain recently expired, but I was able to recover it after a period of bidding. While I have reconfigured the domain and can now send and receive emails from newly created addresses, I am unable to receive emails sent to the addresses
Connected Records are now supported in the latest version of the Bigin app
Hello all, Connected Records are now supported in the latest version of the Bigin app on all platforms (Android v1.5.9, iOS v1.6.5, and macOS v1.4.4). The age-old challenge of ensuring a seamless flow of information across departments in businesses is
Workflow sync between zoho books and zoho inventory
Hello, While the custom fields, validation rules and even custom buttons are sync'd between zoho books and zoho inventory, the workflow rules do not. Not sure if this is an intentional purpose of zoho team for some good reason or if it's in the development
How to automatically record Amazon FBA returns on ZOHO?
Hello, We are currently using the beta version of FBA API with Zoho inventory. How do I ensure credit notes are being automatically being generated against returns on Amazon FBA? Where can I track that?
Can't download record template as PDF on mobile
Hi, I used this to download a record template as pdf, it works on desktop but not on mobile: openUrl("https://app.zohocreator.com/" + zoho.loginuser + "/" + zoho.appname + "/record-pdf/Report_Name/" + input.ID,"same window"); Getting a message: "Error
Is Zoho Forms Signature field eIDAS compliant
I would like to know if signature field is eIDAS compliant
How to Record Loan with interest
I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement for each loan he give me
Darshan Hiranandani : Zoho Meetings Outlook Plugin Authentication Issue - Error When Signing In
Hello Zoho team, I'm Darshan Hiranandani, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the past two weeks. Here’s what happens: When we try to sign in through the plugin, it redirects us to the authentication webpage. After successfully
unable to import transactions into zoho books
I download a csv with separate columns for deposit and withdraw. The sample has zero's in the blank spaces so I ensure mine does too. When I try to import it says the fields must have values greater than zero.
Incorrect Device Time
Hi On my windows laptop I can't sign into Zoho mail due to "incorrect device time". I'm in Toronto, Canada. How can this be resolved?
Would like to set up the rule to auto close the ticket
Hi, i would like to set up rule if ticket body, descrion contain text:”from: DE-2”. Postal code which start with DE -2 should be closed. Is there any symbol to replace all five digits or how to do it? Thanks.
Assistance Needed: Employee Not Receiving Zoho Form Email Invite
Dear Zoho Team, I hope this email finds you well. I am reaching out to seek assistance with an issue we are facing on Zoho Forms. We recently added a new employee to Zoho Forms, but she has not received the email invite. Despite resending the invite multiple
"Customise Content" option not showing for drafts or "edit as new"
Could you please fix the bug that's causing this? If I start a post, then save it as a draft, I lose the ability to customize content for each channel on that post -- the button just doesn't show up when I go back in to edit an existing draft. Same happens
Recipient accidentally added to ticket?
One of my users copied email text from a client into the description of a new ticket. The ticket was intended to be for internal use only, so imagine our surprise when he received an email notification, replied, and his reply was added to the ticket!
How to link to/displaya png stored in workdrive in a Creator HTML snippet?
How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as
Zoho Creator Integration with QuickBooks: A Step-by-Step Guide
Introduction: Integrating Zoho Creator with QuickBooks allows you to sync your business data between the two platforms, providing a seamless experience for managing accounting, invoicing, and financial data. This integration helps automate workflows and
Zoho Advanced Session audit is hogging RAM
Hi! I've been noticing an issue with Zoho Unattended where it occasionally takes up a lot of the RAM on our computers. It's causing issues for me on PCs that are alreayd low on RAM. Does Advanced Audit have to be disabled for our entire organization to
Issue with Blueprints in Zoho Desk
Hello, I’m experiencing an issue with Blueprints in Zoho Desk. I have some Blueprints that haven't been modified since July 28, 2023, but they suddenly started having issues. In some cases, it’s not possible to move to the next stage; when clicking the
WHMCS Integration
Hello, I was hoping that someone might be able to help me with this one. We use Zoho Desk for support tickets for a couple of companies. One of them uses WHMCS for client billing, payments etc. One area of WHMCS that we do not wish to use is the in-built
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