How to mark email as "Unread" in Zoho Team Inbox?
We are trying to start using Zoho Team Inbox, but the problem we are facing is that we can't find a way to mark an email as "unread." I know that this is possible in the Team Inbox app, but it appears it isn't possible in the app in the web browser. Is
Image insert
How do I add an image to Zoho forms? From what I understand it used to be available when you could add a note, but now it is not. Second how do I link one form after another, for example say I have 1 form and then they hit next, and go to another form
Migrating into Zoho TeamInbox
Hi Team, Would be nice to have some update on what Migration Support is coming to migrate inboxs INTO TeamInbox and maybe also EXPORT? - Ethan
In focus: Radar exception alerts
Hello there, and welcome to the Radar in focus series, where we shine light on some of the most beneficial features from the Radar app. This time, our spotlight is on the exception handling mechanism of Radar. Consider the following scenario Company A
How do I setup an ebook download?
I'm trying to build a form that, once completed, will trigger a direct download of our ebook. I tried using the "ebook download" template but I don't see that as an option. Can someone please provide some direction on this?
How to retrieve a deleted inovice in Zoho Books?
I have deleted an invoice a long time back, but I can find it from audit log. But unable to open it. Is there any way that I can retrieve particular invoices, such as from a recycle bin? Thank you in advance
Converting a lead does not create an account
When I convert lead, I get a portential and a contact, but I do not get an account. Account Module says that accounts are created when a lead is converted. Why is this not happening?
Live webinar: Zoho Show for HR professionals: Create compelling HR presentations using Show
Hey there HR professionals, Are you finding it difficult to find the perfect employee onboarding presentation template? Or struggling to collaborate on the employee performance presentation? We have you covered. From recruitment and training to webinars
Kaizen #115 :Customize Buttons using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. In this kaizen post, Need for customizing buttons ZDKs related to Buttons Use Case to customize button using Client
Show missing data till current date only
Hello! Could you please help me solve this problem? On the Zoho Analytics chart, I need to display two metrics: cumulative sales of the current year and cumulative sales of the previous year. In the current year, there may be some weeks with no sales,
How to automatically fill up field based on lookup field input
Hi there, I have a custom module where some emails are stored and i was wondering if i can make it so that based on the selected procurement name the procurement email will pop up, wondering if this is possible using client script. The APIs API for procurement
Case Comment Information Edit/Delete Entry
How can I edit or delete Comment Information entries in Cases? We are using this as a log and if erroneous information is entered we would like to remove it.
Different custom view sharing settings for web & mobile app
Hello, One feature that would be very helpful, especially in businesses where there are users that primarily or solely use the mobile app and who have different job functions that users mostly using the web app, is to define custom view visibility separately
Is it possible to find empty folders?
Is it possible to find empty folders?
Introducing Client Portal For Recruitment Agencies. It's Everything You've Been Asking For!
Having a great relationship with clients is critical for a recruiter’s financial success, but it’s equally important to cut down on lengthy email conversations to ensure smooth and easy collaboration. To help you with this, we’ve been working on one of the most-requested features from our partners and customers: Client Portal. Currently, users carry out all client-facing communications through multiple email threads, whether it’s a new job requisition from your clients, giving feedback for candidates,
Import does not UPDATE existing records
When I import, although I have the original Record Id, from a previous export, the import creates NEW records. I just want to update those records with the new values from a CSV I have 1200 leads I exported 3 fields to CSV. So I have 1200 rows the my
Blank screen with my main account ("Banned" according to support)
Hi, To make it short, I contacted support because I get a blank screen when I try to access Zoho Desk to check if it's a viable solution for one of my customer. According to them, the screen is blank due to the fact that the old account was inactive for
za_connect.exe on windows 7 won't run
When a client of mine goes to join.zoho.com on a Windows 7 and downloads the client program, za_connect.exe, and then runs it, they get this error: The program can't start because ClientSocket,al is missing from your computer. Try reinstalling the program
[Edited]Zoho Campaigns: Introducing workspaces, revamped roles and privileges, and streamlined integrations
Dear user, Update alert! We're making a bunch of enhancements to improve your experience with Zoho Campaigns (visible in your account starting on August 10, 2023). What are we changing, exactly? We're glad you asked! :D The changes are focused on the
No longer able to adjust pen color or thickness after new update
The app was updated recently and since then, when editing sketch cards, the pop-up menu to change the color and thickness of tools is no longer registering my input, sending touches to whatever is behind it instead.
CORS in Zoho Creator Custom API
I have a Custom POST API in Zoho Creator with the authentication type using Public Key. My team tried to use this API in client service and apparently there's an error with code 2945, UNAUTHORIZED_CORS_REQUEST
Linking custom module from Zoho CRM with Zoho Desk Support Ticket
Hello, We have created a custom module called "Assets" in Zoho CRM. This module contains information about hardware products that we sell customers included serial numbers, testing, log files, etc. It is linked with an Account and Customer. Is it possible
Announcement! Cross module filtering coming to CRM!
In Zoho CRM, you can now easily find records in each module using advanced filters. These filters let you sort records based on specific fields within the module. For example, you can filter leads by industry, contacts by title, or deals by amount. Once
Hide Print/Download PDF Options for Knowledge Base
Hello Everyone! Welcome to this week’s journey with ZylkerShop on Zoho Desk Help Center customization. This post unveils codes for hiding the Print and Download PDF options from Knowledge Base articles in the Help Center. ZylkerShop wanted to allow its
Automatic Reply to Customers with templates during Holiday Hours
Hai Team :) 12th and 13th May 2021 are holidays, so our customer service is also closed. That's why I want during the holidays if there are customers who email our CS team there will be an automatic email reply according to the template that has been
Have the ability to upload SVG file for the floating widget
It would be nice to have the ability to upload a .svg file for the floating widget, because PNG's kind of get distorted
Multiline text fields no longer supports bullets?
We previously used a custom multi-line text field and have recently determined this no longer supports the bullet (unicode U+2022) - is this by design?
How to automatically pull multiple fields
Hi there, I want to be able to pull multiple fields from Sales order module to purchase requisition module 1. Purchase Requisition Name: Copy from “Subject” in Sales Order 2. Deal Name: Copy from “Deal Name” in Sales Order 3. Account Name: Copy from “Account
Campaigns Down: No Campaigns Being Sent or Created
Whether I try and add recipients, push a campaign through an automation, or even just try and add a subject line, the whole campaigns freezes and I get the big white screen of death. I'm told there is an outage and known issue, but there is no where that
Is there a Books API to insert a Header row into a Sales Order or invoice?
Is there a Books API to insert a Header row into a Sales Order or invoice?
Concevoir et développer des applications avec Zoho IOT
Il y a près de vingt ans, nous avons imaginé un avenir où la connectivité relierait de manière transparente les personnes, les processus et les appareils. Cette vision s'est concrétisée grâce au pouvoir de l'évolution apportée par l'internet des objets.
Is there a way to bulk send Zoho Sign documents from CRM?
We use the Zoho Sign extension, and the documents are generated individually for each customer. The data is fetched by selecting the corresponding field from the drop-down. We have a need to bulk generate documents, pulling data from each related Contact
Warehouses
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
Multiple discounts in 1 invoice
Hello, Is it possible to have 2 discounts in 1 invoice? 1 at the item line level, and the other at transaction level. For example I have 3 items: A, B, and C A has pre-defined 10% discount from price list B has pre-defined 5% discount from price list
Error "Tax does not exist"
When I am trying to load item master I am getting an error "Tax does not exist". I tried changing tax name and tax type however its not working. Please help. Find below data I am trying to load Inter State Tax Name Inter State Tax Rate 5% Inter State
Kaizen #159 - Configuring Telephony Extension Widget in Zoho CRM
Hello Developers! Welcome back to the Widgets fold in our Kaizen series. In this post, we will learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. This helps in establishing unified communication
Auto copy one field's data(custom module) to another custom Module.
Is it possible to copy the data of one field from a custom module to another in BOOKS?
Deleting Sales Invoices
Hello Everyone, I am trying to delete all added sales invoices to make some changes at once. Will re import later. But it throws an error saying your data is being used elsewhere so unable to delete. Could someone please help here?
MRP ENTRY
I PURCHASED MATERIAL IN AUG-24 AND RATE IS RS.399 AND FROM 1ST OCT-24 RATE IS RS.499 , NOW SOME QTY. IS SOLD AND NOW IF I ENTER NEW RATE THEN IT IS NOT ACCEPT OR CHANGE IN ALL SALE BILL
Product search issue
Hi, I would like to understand what is the search logic of product module. We have lots of pen, but when I key in "pen", there is no result back.
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