Zoho Vault now working with MacOS Sequoia
Hi, I am using a Mac and recently updated to the latest OS which is Mac OS 15.0.1. After this update Zoho Vault fails to work in any of my websites where I need to login in. On Safari browser the Vault Icon appears but does not work. Clicking on it does
Join our upcoming webinar! Empowering the Future of Work with Secure Solutions in Zoho Workplace
Hello everyone, Join our upcoming webinar: "Empowering the Future of Work with Secure Solutions in Zoho Workplace." This webinar will take you on a deep dive into the robust capabilities of Zoho Workplace's security solutions. We'll also provide insights
Calcul de la TVA réelle. à l'encaissement
Bonjour, je m'explique. Lorsque je clique sur « Taxe », il me fait un rapport de la TVA, puisque c'est la taxe principale que j'utilise, étant en France, sur le mois en cours. Sauf que le montant qui m'affiche tient compte de toutes les factures, indépendamment
Is this open for everyone or zoho staffs alone?
Hi, For my website, printperfecto3d.com- can I use any of the Zoho items? If so, what you think is the best, Please reply me or please give your number and I will call you back. Thanks Raj.
Workflow Rule for custom pick list field updates across Contact, Deal and Account
I have created a custom pick list that will be created at the lead and contact level, and I'd like to have it automatically updated across deal and account levels as well. It looks like in workflow I'll have to create a separate flow for each item in
Payment at end of month
Hello, in Italy usually the payment are at the end of the month. This means that if the invoice is at the 14th of june and the payment is at 30 days, the customer has to pay at 31th of july. Is it possible to have this feature? Over this, sometimes we
Zoho Sign, can't send signed document
Hello, I have received documents to sign through sign.zoho.com and it seems I am able to sign them. There are no form submission of any kind. The only choices are to download the documents or send them to my email, but these options will send the unsigned
Sending to multiple people but only require one signature
Does Zoho Sign have the functionality to send a document to multiple people and only requiring one individual to sign? DocuSign has Signing Groups that lets you send documents to a group of people, where any member of that group can open and act on the
Problem Using with AWS
Hi, I have my domain setup with google domains and have been successfully using it with Zoho mail. Recently we added a static website to AWS-S3 and modified the default name servers in Google Domains to forward to AWS route 53. I thought this would only
Is it possible to edit the HTML content of Zoho Campaigns via Zoho Flow?
I am looking for a way to dynamically update the content (HTML) of my Zoho Campaigns using Zoho Flow. My goal is to automate this process so that I can edit the HTML of a campaign without manually accessing Zoho Campaigns every time. Does Zoho Flow currently
Email forwarding to Gmail not working
Hello, My email forwarding to Gmail is not working. Verification email is received and verification step is passed (green dot appears left of the dest. email. But every email sent to address do not go to Gmail (not even spam inbox), they only appear in
New Theme - Check Boxes and Matrix font size and spacing
Hi There I'm really struggling with to get check boxes and matrix font size and spacing to match my forms in the New Theme Builder, for some reason I can't seem to get to find the correct place set this. See attached pics, what am I doing wrong? it's
How to upload contacts when theres an auto number field
Hi there, Was wondering how to upload my excel file full of contacts to contacts module when theres an auto number field that requires to be filled The picture below shows CON ID which is the autonumber field. Below are the fields inside the creation
'source' user for connections
Hi. need to pass some information from a Flow webhook to me on Cliq. For this I must configure a connection and in this connection I must configure a user as the sender of the message. Which user would I use? If I use my username, the error says 'You
outgoing blocked
can you please unblock my outgoings at christophlachberger at zoho dot com.
Price Book - List Price
I know this question has been around for a long time, but there does not seem to be any way to bulk update the list price within a price book. You can create a product list Excel, with prices and upload it to the CRM. Then you have to manually update the list price, one at a time, we have hundreds of products, and the price changes every 3 months. Of course the ability to update the list price by a fixed percent based on the product price would earn you the cigar. Can we have at least a view in Zoho
How to recover deleted draft
Dear Folks, I was working with a draft and but my co-worker (who is working on the same email as mine) has accidentally deleted it. Is there any way to recover deleted draft? This draft is very important to me, thank you so much I will really appreciate your quick response. Looking forward to hear from you. Regards.
Billing issue
Morning, I know I am posting in the wrong support group for my issue, but the Analytic team does not seem to be answering my tickets. I have replied to ticket no. 104757202 and opened a new ticket, 106850637, and got no reply. I also sent an email to
Need help regarding email association
Is there a way to associate your past emails with the related leads or modules that might have been existing in the CRM before you integrated your email with it? As in if I click on a lead or contact, in the email section I can see what past emails I
Update on PDF Download Issues Caused by Antivirus Software
Hello everyone, Antivirus software is designed to protect your computer from malicious software and threats. However, they may mistakenly identify legitimate files and software as threats at times. This is known as a false positive. We have received reports
Power of Automation :: Automatically create a tag and associate it to all the tasks in a project
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Detail Page (Standard) view client script: field event callback (onBeforeUpdate) not received
In a Detail Page (Standard) view, I want to update some other field values when a particular field (e.g. field1) is changed, but my client script doesn't seem to get called when I test it in the client script IDE and on an actual record. I don't see the
Setting up the initial variable
I am trying to set up a script to copy the contents of certain fields from the contact module to the deals module (renamed to Proposed Systems). I keep getting an error about thee variable declaration on line 2? What am I missing? Error: "Failed to save
Import Companies with contacts?
Hi I have a presale question. i am interested for Zoho CRM software. I have some csv files of companies with names of contact. I would like to know how can I import these lists of companies with their contact names? This is how look my csv file: Business
Users role ?
As of right now we are not allowed to add new user roles and this is an issue. If we want our sales team to be able to see all the contracts they need to have the administrator role or they will not see other users contract (legal team) this is a huge
How can I construct a link to a record in an email template.
I want to setup up a workflow rule that sends an email to our admin assistant whenever an Account or Contact is created or updated. In the email that is sent, I'd like to have a link to that specific record in zoho. I've tried a few copy/pastes from my
Passing Session Variables from GC Widget Script
Hi team, I need your help for passing session variables from the script so the actual scenario i need to define some user-related fields like username, email and contact etc.. and pass this data dynamically from my website that display the GC widget,
Date-based conditions and filters
Configure conditions with date Hi everyone! We are excited to announce that you can now compare and filter data with date-based conditions. This update lets you compare date fields in a document to a reference date and display a text or value if the
Calendar User/Department change in new version
Where is the 'department' calendar view in the new version? I've also lost the ability to see all department information in Leave tracker in the new version - I'm only seeing my team and I am the super admin and used to see everything. OLD version screenshot
how do I add these domain names to whitelist for all our users?
how do I add these domain names to whitelist for all our users? I also find that I can send emails to different email account like @hotmail.com and @163.com and @yahoo.com and so on, but I can’t get reply from them except @hotmail.com. -- Mark
How can I make the close button to appear on the landing page of the signature?
on mobile devices if the visitors hits the close button at the top of the chat window, that chat closes and the visitor is left with a blank page with no way to open the chat again
Alert vs. Email Reply in Blueprint / Workflow
Good evening, I have spent most of the day trying to figure out the best way to achieve what I believe should be a fairly simple task. Our CRM system automatically generates a support ticket when a property compliance certificate is within 30 days of
Move Tasks outside of Task Lists
Hello, I am new to Zoho Projects so learnign its features. I created a Task List with Tasks and Subtasks within that Task List. Using Standard project>IT Support project Questions for the groups: 1. Is there a way to have Tasks reside separately to/outside
Accessing Custom Fields in Zoho Booking in my Zoho Flow
Hi In Zoho Bookings I have created some customer fields in my booking form and on is a field called "How do you want to me?". The options are: Telephone Call Video Appointment Visit our Office I want access this field in Zoho Flow So I can send a different
Setting Mandatory filling of name and email with the valid ones
Does anybody know that how to setup the default value in order to ensure that users fill out the valid name and email address. Or is there other ways to ensure that users are compulsory to fill out the name and email address on SalesIQ.
Workdrive upload file function - integration works 98% of the time but sometimes returns errors
Hello, Why is Workdrive upload file sometimes returning Oauth token error while sometimes it works without any error. The solution is using connection from zflow to workdrive. See the screenshot of the error below; When I rerun the same instance that
Sorry , we are unable to process your request, please contact support@zohomail.com
Just verified my domain and want to set up the admin account and it gives me this error: "Sorry , we are unable to process your request, please contact support@zohomail.com" why?
Seeking Guidance on Creating an All-in-One E-commerce Website with Zoho
I'm looking to start an all-in-one e-commerce website that offers my own digital and physical products, as well as affiliate products. I want a solution that allows me to manage everything without worrying about taxes, accounting, or customer support
trigger a blueprint transition
is there a way to trigger a transition to happen automatically? ie, if i update a field from NO to YES, then the blueprint will automatically transition to the next status, along with automatically update a few fields. or if not, is there a way to bulk change blueprint transition among multiple tasks?
Image from email signature is stripped
Hello, I have zoho corporate email account and have set a HTML signature for all my outgoing email. The signature contains inline image with <img src="data/png:......." /> When I compose the email, i get the signature by default. So it makes me believe
Next Page