Mail Stuck on Loading Page
Mail stuck on loading screen even after clearing cache and browsing history. I can sign in using different laptop. Please help.
Batch Workflow enhancement
Batch workflow is so pity can't support schedule by datetime field . It will be more useful..
SearchRecords Search Limit?
Hi, I'm trying to clarify how many records the deluge searchrecords function will search through. I expect a return of 10 or 20 but need to search all 8000+ records. Is that possible? Thanks
Increase Limit for Team-Based Channels in Zoho Cliq
Dear Zoho Cliq Support, We are writing to request an enhancement to the team-based channel functionality within Zoho Cliq. Description: Currently, Zoho Cliq imposes a limit of four departments, groups, or teams that can be associated with a team-based
How do I get to DNS Settings when I do not have a hosting plan?
I found it once and was able to make changes but for the LOVE OF GOD it is not easy to find! You make it so hard and complicated!!!!!
Data Sharing issue: Shared user information outside of defined roles
Hi Zoho team & community, We've encountered a particular issue that I'm hoping you might be able to help us with. The context: Our organisation consists of multiple units that should not have access nor see each others information in Zoho CRM. To achieve
Anyone Finding Better ZOHO support on Reddit or other non-zoho sites?
I'm suffering from the ZOHO Loading screen of death. Anyone here finding better tips/advice/suggestions from a non-zoho site? Please share.
Add already added/imported contacts into a new List
Hi! I am new to Zoho! I have already imported all my Contacts into Zoho and I put them into the Sample List. But now I want to segregate them into separate, new Lists. There doesn't seem to be a way to do this apart from manually select each List participants,
Parent Account/ Member Account and Hierarchy
I was creating Hierarchy for Accounts (e.g - Hospital, Clinic, Department, etc.) . Let's say Level 1, 2, 3. I used 'Parent Account' lookup field to define Level 3 parent account = Level 2. Leve 2 parent account = Level 1 I want to see the full hierarchy
Seeing leave in other teams
Hi. I run the sales team. I have visibility of the holiday for the sales team. However, the sales team depend on Projects, Finance, and other key parts of the business, and I'd like to be able to see the leave, in calendar form, of certain people within
Ecommerce payment gateway
I want to find out if your ecommerce platform support google payment gateway?
Setting Folders to not changeable
Hey, we want to use Workdrive inside of the CRM with automatic folder creation. To prevent issues happening inside of automations, is it possible to set folders to not changeable? The users shouldn't be allowed to change the name or delete the folders.
Convert Quote or Sales Order to Purchase Order
Hi, I am using Zoho CRM and I need a way to either convert a Quote or a sales order into a Purchase Order. We resell products to our customers. When we quote a project for a client we create a Quote today. When we win their business we convert it into
The OneAuth Android app cannot be used on a Chromebook Plus, for a strange reason.
I got the following error message (in French, translation follows) -> "Ce navigateur ne prend pas en charge le protocole WebAuthn/FIDO2. Veuillez réessayer avec un navigateur pris en charge." or "This browser does not support the WebAuthn/FIDO2 protocol.
Show Inventory on Website
I want to Show to Customer how much stock is currently available with us on website , to make customer aware about Inventory
No Zoho SalesIQ app in PlayStore
Unable to find the app in playstore. Google search provided link that is invalid. App may have been removed. Request to add it back so we can monitor chat on the go.
Sales IQ
Hello everyone, I have tried to find the solution for a problem with my instagram account, and I noticed the situation has happened to other user, how can we fix it? "When someone connects directly to our account, they ask "can we send you an email?"
WorkDrive: right click -> open in new tab /new window not implemented.
Sometimes, if you work with multiple Projects, you want to open a folder (or document) on WorkDrive in a new tab. It is now not possible. That's not good, Please change it. My annoying workaround: 1. in Workdrive, go to one folder / document you need.
open an Adobe PDF doc in WorkDrive: ZOHO-reader only is bad solution
Lets open an adobe PDF-file in WorkDrive. It opens only in ZOHO - reader. That is annotating unnecessary problem. Why? For example you want print that document. You CAN'T. You can print only browser+ reader + doc. Not that doc alone. Solution? Let us
HTML Snippet Subform population help
I have a subform in my form that allows me to select multiple comments from a comment library. When I try to call the comments in an HTML Snippet, it only populates the first comment. How do I get the it to populate all comments for that specific record?
No desktop Incoming call notification
Hello, We just insalled a SIP gateway with Zoho. We are just debugging some odds, and one of them is: when we have an incoming call, our desk phone rings, and a internal notification is shown in the CRM. However, most of our user don't have their browser opened all day long, and never get that notification (to record the call). Is there any way to get a desktop notification (either from the browser or a desktop app, or even Cliq) to be used ? If not, how do you usually get notified ? BTW we are all
zoho stream web notifications
since im locked out of IMAP and cant use my mail app that lets my team collaborate and chat below emails, im trying out the zoho version of this... zoho streams. On the bottom of an email in the zoho mail web app, i "comment" and mention another user.
Automating Pre-Screening Assessment
Hi, Is there a way to send a Candidate Assessment via a workflow? We are attempting to send the assessment to a new applicant. After adding the assessment to the Job Opening, we built out an Application Alert that we expected to send an email to a new
CRM lock task due date
Hi, we want to be able to lock the task due date in Zoho CRM. We have been asking about this feature for years, and still unclear if we can do this or not. I see some discussion over at Zoho Projects, so maybe they are aware of the use case. When we tried
[Free Webinar] Creator Tech Connect Series - Managing Users and Apps in Zoho Creator with Zoho Directory
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Implementing OAuth from backend
We are working on integrating Zoho Books with our project's accounting service using a backend built with Java and Spring Boot. Our goal is to handle the OAuth process internally. We've implemented the OAuth logic within the getJournals API to generate
Printing eway bill directly from Zoho Portal
Can we print eway bill directly from Zoho Portal?
Digital MR
How we can create digital MR in zoho? We need a proper option for creating MR against our expenses so our expenses and sale are balanced we didn't find the option like that.
Paraphrasing Tool Recommendation
My article needs to be paraphrased. I need a tool that can do this. Anyone can use the best paraphrasing tool. If so, great! I would appreciate it if you could suggest the best one. I am waiting for your response. Many thanks.
Zoho Payroll's Product Updates | August 2024
At Zoho Payroll, our commitment goes beyond providing software—it’s about empowering you to focus on what truly drives your business: your people. This August, we are delighted to introduce a set of updates for our users in India and the UAE, that not
Zoho Projects app update - Copy URL and Task journal view redirection
Hello everyone! In the latest iOS version(v3.8.5) of the Zoho projects app, we have brought in support for the following features: 1. Copy project URL 2. Task journal view redirection Copy project URL You can now copy the project url within the project
Creator Simplified #1: Optimizing Data Retrieval for Large Datasets
Hey Creators, Welcome to the first post of Creator Simplified—a learning series designed to enhance your app development skills. In this post, we'll explore how using specific criteria can streamline and quicken the data retrieving process, especially
Can the text data be displayed in the dashboard from a source table (inside a widget or text element?
In a KPI dashboard, wanted to show the customized comment about the filtered user from the source table
Public URL for Writer Merge
I'm trying to do a merge with images, but am getting stuck on the public url needed. I created this workflow to get an image field (public_url) I can use outside of Zoho (in a Writer merge template). It work's in Zoho Creator also, but not on the merge
Where is the Trash in Project?
I trashed a template (today) & want to restore it - but I CAN NOT find the trash! I got a message saying I could restore the template within 30 days, so it should be somewhere. Please help!
Power of Automation :: Automatically divide the work hours between the task owners
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
Zoho Assist unattended session opens in browser instead of desktop app.
Hello, I have the Zoho assist desktop app installed and when I use it to connect to an unattended session the new connection will open in a web browser tab. The session used to open up in a new window from the desktop app. When I start a new user support
Quick question - non-profit database
Basic background: I need to set up a database for a small, non-profit organization. Mainly I need it to manage my list of contacts, donations, and fundraisers. The contacts need to be categorized (staff, donors, volunteers, etc.) and many times these
Alert agents when tickets need attention (e.g. older than X days and still "open")
Is there a way to have the ticket owner be notified when one of their tickets is more than X days old and e.g. is still in an open status (i.e. not "waiting on customer" or "on hold"? In other words, to alert them when an old ticket needs their attention?
Move tickets to a specific layout within a department using macros
Hi everyone, In customer support and service management, efficiently handling tickets and ensuring they reach the appropriate team for resolution is crucial. To improve our ticket management process, we’re introducing the "Move Department" action within
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