Fetch Data from SubForm
Hi Team - I have a subform in one of my modules. How do I fetch data from the subform. I tried the for each element custom function but apparently it doen't work in subforms. Any ideas would be greatly appreciated.
Introducing Canvas Record Form in Zoho CRM
Dear Canvas users, We're thrilled to extend Canvas functionality to record forms. Now you can personalize record entries with the magic of Canvas! The essence of any CRM is in how it enables you to manage and interact with your customer data. Accordingly,
Summary field is truncated in thread returned from API
I am using the API to get all the threads of a ticket. I retrieve the ticket, then I list the threads and then I get each thread. The issue that I am having is that the 'summary' field of the retrieved threads is being truncated - POST https://desk.zoho.com/api/v1/tickets/230399000060471954/threads/230399000060492062
Can I embed Zoho Desk in an iframe
Hi there! Is there a way to embed our Zoho Desk portal into an iframe? Thanks
Keeping track of possible changes
Hello, What's the best way to keep track of any changes to the Zoho Desk API? I.e. if an endpoint changes or requires a different payload etc etc.
Read-Only fields are not showing for end user
Hello, I am trying to add a read-only field to my web form, but it's not showing up when user is submitting a ticket. When I change the field to be editable, it does show up though. I was wondering if there's anything additional I need to do to make a
is there an attachment limit?
as an attorney in juvenile court, occasionally large reports (60 + pages) get sent to me. I have been told that they are 'bouncing back' to the sender. Is there an absolute limits to attachment sizes? thanks I guess I could use my google email account if there is no possible fix for the attachments.
Is there a way to see when the user for added in Zoho expense?
Hi There, I need to know when the users got added to Zoho expense and by whom. Let me know how can we achieve this.
Is there a way to get record id of Categories in Zoho expense
Hi Team, Recently I have came up with a simple request to get the record of category module records. But I couldn't get that , because these records are shown in popup window, I couldn't get the id from url. I had to do an API call in avery lengthy way
week number
How to display week number in ZOHO calendar?
How to Send Test Emails Using Zoho Campaigns API?
I am using the Zoho Campaigns API (https://www.zoho.com/campaigns/help/developers/campaign-management.html) to create and send campaigns. I would like to know if it's possible to send test emails through the API, similar to the functionality available
Multi page form, trigger API call or function on page 2 load
I have a multi page form. On page one is basic info: Name, email, address, phone, etc. Page 2 would look like this: Checkbox - "By checking this box you agree that you may have to travel up to XX miles for your internship" Text Field, read only - XX miles
Email validation : Add 2 email fields that are equal
Hi, not sure it's a good idea but is there a way to have 2 fields that should be equal before proceeding? EX. : email : confirm your email : If the 2 fields doesn't match, user can't send the form. thanks!
List reports: Dynamic tooltip text
My application tracks orders in various stages of fulfillment. I use decision box fields to identify when a particular stage has been completed and an associated date-time field that contains when the stage was completed. In my list report I display
Instruction above the field!
The instructions appear in italics below the field. Is it possible to let us choose whether we want them to appear above the field? It's much more Userfriendly to give instructions before entering a field.
Zoho CRM - Client portal
Hi, Is it possible to customize the client portal in Zoho CRM? Specifically, can we add a logo, change colors, and include custom widgets?
Mail Merge and the Outgoing Email Limit: 250 vs 50
One of the sales reps at my company is trying to send an email to her client list using Zoho's Mail Merge widget. The staff member in question is using a Mail Lite account. When she sent the mail merge, according to the Merge History menu, the merge sent
Virtual assistants
Virtual assistants are becoming more common in accounting software, providing companies with real-time support and guidance. Virtual assistants can answer common accounting questions, provide guidance on best practices, and even help with financial analysis
Zoho Project Defaults
When I mark a Task to Closed, it disappears from the list. We still want to see all the task list and see what is completed. Is there a way to have the Closed. Is there a way to show Closed tasks? Is there a way to change the Status defaults? Also, when
No Instagram Page under Socials
Why is Instagram page not showing up even though I have it connected to Zoho Social? I'd gladly integrate it with lead generation in CRM. Thank You.
Restriction on 'From' addresses with a public domain
Dear Zoho Recruit Community, We hope this message finds you well. This post is to inform you about some important updates regarding email restrictions within Zoho Recruit. Effective post 31st March 2025, we will be implementing changes to the use of email
Alternative to triggering a workflow on uploading a file to an Account: Workflow <-> Forms?
Hi, We have large documents that we are handling in our Zoho environment, and we need to go through these documents and check them again after x amount of months. We want that the end-user is forced to provide this date when uploading his documents to
How delete default bots TAZ and Project BOT?
How to disable default bots TAZ and Project BOT?
Tip #32- Wake on LAN: Powering up your remote systems with ease- 'Insider Insights'
Hello Zoho Assist Community! We’re excited to share some valuable tips and best practices to help you maximize your Zoho Assist experience. This week, we’re focusing on how to remotely boot up or power on a computer that’s turned off using the Wake on
Stream vs Cliq
Hello! I am trying understand how other businesses have best communicated the differences between the collaboration uses in Stream and Cliq. When do you use Stream vs Cliq? They seem similar enough to get confusing for new users. If other businesses,
Streams mention notification in Cliq
Is there a way that we can get Stream or Mention notifications to come to a channel in Cliq? Back story. Zoho One user. After years with Zoho, recently moved from Gmail to Zoho Mail. One features I believe we will love is Streams and the Mentions feature.
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?
Where is my domain? How do I login? Why is it so hard? Why is it separate from my email?
Map dependency to section?
Is it possible to create a map dependency to a complete section instead of just to a different field? I would like to customize my leads layout so that when I choose a particular option in a field (ie - industry), it will open up a section relative to
Display problem in customize layout PDF
I'm now editing the customized layout PDF in HTML and CSS. There is a problem with placing the organization logo. It is too big for my customized PDF. How can I edit the image size?
Send SMS Notification from Zoho CRM
Hello Everyone, ----------------------------------------Moderated on 4th April, 2023--------------------------------------------------- Moderation Update: The Notification SMS feature is now accessible to the public to Indian Customers who have Sender
Problema com envio de e-mails
Bom dia, Não estou conseguindo enviar e-mails por uma de minhas contas. Está reportando o seguinte erro: Não foi enviado enviar uma mensagem; Razão: 550 5.4.6 Actividade de envio incomum detectada. Por favor, tente depois de algum tempo. Gostaria de saber
Zoho mail serious problems
Zoho mail is not working at the moment. New emails not being received. New email counts against folder names not matching number of emails listed. Using the mobile app, new emails do show but appear as from 'undisclosed' with blank contents. Something
Connect - Messages et flux
Zoho Connect vous permet de créer des messages à deux niveaux : celui de l'organisation et celui du groupe. Le mur de l'entreprise ou du réseau est un endroit idéal pour découvrir toutes les activités pertinentes qui se font. Tenez tous les membres de
Add new email and allias
I followed the step to add new email how come the verification OTB will be received to the same email before getting open ! How we will receive the OTB if the email isn’t yet open how to add all my emails to one access email so I don’t have to open them
Not receiving any email ! Urgent help required
Hi Community As of today 31 August 2024, I am not receiving any email on my zohomail.in mailbox , I tried to test from my other emails like - gmail, outlook, yahoo. All are showing below error. It seems technical issue on zoho end. Only email from zoho
Request for Domain Removal and Account Access Assistance
Dear Zoho Mail Support Team, I hope this message finds you well. I am writing to request assistance with an issue I am experiencing with my Zoho Mail account. Previously, my domain "baitest.net" was linked to Zoho Mail, and I had an email address at Zoho:
Découvrez Canvas Record Form dans Zoho CRM
Canvas est une plateforme de conception puissante conçue pour transformer l'expérience utilisateur de Zoho CRM, au niveau visuel et fonctionnel. Elle est désormais disponible pour les formulaires d'enregistrement qui permet de personnaliser les enregistrements
SMTP Connection Error
Hello, There is an outgoing SMTP connection error that we have noticed for about 2 days. Our 2 email programs that were working fine in different cities suddenly started returning errors. There is no problem with incoming, it only covers outgoing. It
Free Webinar Alert! Mastering the Zoho Mail Admin Console!
Hello everyone, We're pleased to invite you to our upcoming webinar: Mastering the Admin Console! Join us as we explore the full capabilities of Zoho Mail's admin console. Gain comprehensive insights into the privileges and functions available to email
I Keep receiving 553 relaying Disallowed for my zoho email. I have been trying to fix it for nigh 5 hours.
I am so sick and tired of dealing with this. I have been trying to simply send emails on Gmail with my Zoho email. I have a purchased account and have already completely linked the zoho email for sending and receiving on gmail. whenever I send an email
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