Sortable My Functions list
Moderation Update (June 2026): We have a separate post tracking the discussion around a revamp for the Functions page. We request you to follow the below page for progress. Managing Functions We are locking this post to keep the discussions in a single
Zoho Flow Actions for Zoho One Departments and Users
Dear Zoho Flow Support Team, I'm writing to propose a new feature set that would significantly enhance the functionality of Zoho Flow by integrating with Zoho One departments and users. Current Challenge: Zoho Flow offers a powerful automation platform,
Marketplace Extension - Zoho Desk Android update
Hello, Everyone! In the most recent Zoho Desk Android app update, we have extended the support for marketplace extensions in the following locations: Top Band (Navigation Drawer) Ticket Add/ Edit Form Ticket Sub Tab Ticket Details More Option Top Band
Zoho Sign - Disable sending a document for viewing
Dear Community, I'm looking to change the following behavior: Currently when a user signs a document, he currently receives 2 emails from Zoho : - An email with as an attachment the completed document - as per the email template "Notifying when a document
Spotlight Series #22: Create your own shapes in presentation slides
From placeholders to background designs, shapes are used almost everywhere in a presentation. At times, the default shapes may not be sufficient to showcase your creativity. With Zoho Show, you no longer have limitations when it comes to shapes. In this
I can't create task programmatically using deluge
I can't create task programmatically using deluge. I use the code below dealDetails = zoho.crm.getRecordById("Deals",DEAL_ID); currentDateTime = now; popUpReminderTime = currentDateTime.addHour(1); dueDate = currentDateTime.addDay(1); subject = "Test
Incentivizing Customer engagement in ZylkerShop
Hello Everyone! Welcome to the next series on ZylkerShop’s journey towards enhancing user experience on its Help Center portal. Last week, we explored how ZylkerShop managed onboarding users into its customer portal. This week, we shall see how ZylkerShop
Followup on same mail thread
Hi, Is it possible to send follow-up mails on our previous campaigns in Marketing Automation, such that the lead can see all our mails in the same thread?
defautl download link should be more clear if ARM of Intel is needed
My collegue was trying to download the desktop version of Zoho Mail and if kept failing to install. The file name just says Zoho_mail_1_6_3.pkg If you have 2 versions, first of all please add ARM in the file name. Also make the downlink options more clear.
Deliverability problems in Zoho Teaminbox
Hi, we have intermittent issues where other mail servers reject the mail for DMARC policy reasons. Remote server returned '550 5.7.509 Access denied, sending domain [redact].com does not pass DMARC verification and has a DMARC policy of reject.' We have
Adding an extension to Z mail
Hi, If we would want to add a creator extension application into Z mail, do we have to build the entire thing again in node.js or react.js and host it in a separate application and then bring into Z mail ? Just like the other apps does creator does not
CAN'T DELETE ORGANIZATION
Hello, We don't use zoho anymore. We have made all our backups and now we want to close and delete all our accounts. When we want to delete it, we get this error. O124 : Opps! Something went wrong.Try again lat Sincerely regar
DPA
How long does it take for Zoho's legal team to sign a DPA? Cannot be that difficult, can it? But as with Support, you never get a reply - or even action - without following up. Initiated the process two weeks ago - and not without hassle at this stage
Email open rate dropped vs Sales Push
Hi, Ever since we have shifted to ZoHo MA from Sales Push, our open rates and CTR have started dropping. Can someone help, how to do RCA and improve going forward?
why the email account have to show superadmin info
Hi Support. I managed several email account for my client, but the problem now is, who the email account information must contain the superadmin information, is there anyway can hide it? attached screenshot for your ref.
Spam blocking domain using wildcard
It seems it's not possible to block spam domains using wildcards. i.e. block *.ru, or *.bar, but instead i need to enter each tedious sub-domain. This seems like a huge oversight. Zoho's built in spam catcher is terrible, and often filters legitimate
Help me downgrade from Zoho one to Workspace (mail, office, drive) for all my users.
Help me downgrade from Zoho one to Workspace (mail, office, drive) for all my users. I want to be sure I follow the correct process. I have no critical data on anything other than Workdrive and Email at present.
lost cc mails
Hi, need advise on a random issue on zoho mail. emails were lost when sending to multiple main recipient and/or cc recipient, apparently it was random and no to specific email address. An email address received ok when it was the only recipient and no
Blocage avec le plan comptable dans Books
Bonjour, Je lance un sujet qui peut, peut-être en intéressé plusieurs. Voilà mon souci. Mes articles ont 2 prix d'achat de vente (service et matériel). Je n'arrive pas à créer 2 lignes de comptes en dynamique pour le plan comptable. Books ne propose qu'un
[Zoho Books] Remboursement de la TVA
Bonjour, Dans Zoho Books, je ne sais pas comment enregistrer les remboursements de TVA à la DGFIP. J'ai deux comptes pour la TVA encaissées et la TVA déductible. J'encaisse plus de TVA que je n'en paye (négoce de marchandises en France), donc je reverse
Notification Center - mention on ticket
We do not get notifications in the Notification Center in Zoho Desk when someone is mentioned in a ticket. I get an email, and I can see it in the Team Feed (which we don't really use). Is there a way to enable ticket mention notifications through Notification
Combining Parent form and subform data in a report
Hello, I am trying to generate a pivot table (Matrix) report where some of the fields are in the sub-form, and the other fields are in the parent form. Although they are related, the problem is that the report builder shows me only the fields of the form that I choose to build the report on. If I chose the parent form, then I don't see the fields in the sub-form and vice versus. Is there any tricks to go around that. The tedious way or alternative is to copy each of those elements on the parent
Can a subscription have more than one plan?
Hello, We have two licensing components (plans) to our solution and some customers will be using both. We would like to bill the customer for both components in the same invoice. Is this possible?
Employee Salary Data - Not Available in Analytics
The data in the Employee Salary form does not seem to sync to Zoho Analytics. Without this table, it is unclear to me how one would put together a basic report of wages earned by an hourly employee based on hours worked in the Attendance tables that are
Create a Sales Order Record via the API using a Contact external ID
I am trying to create or upsert a Sales Order via the API using an external ID for a lookup. https://www.zoho.com/crm/developer/docs/api/v6/records-api-ext-id-overview.html I use an external ID for the Contact Lookup: "Contact_Name":{"FastSpring_Account_ID":"l6NPd8ygTm-qR5Vrfgru8rg"},
Introducing Services and Appointments Modules in CRM Sandbox
Hello Enterprise Community, We are pleased to announce that the Zoho CRM sandbox now supports the Services and Appointments modules! These modules are ideal for businesses offering customer services, allowing you to manage service categories, track appointments,
Random automated Customer Happiness survey
I don't want the survey to go to every customer every time I close a ticket for them. I also do not want the agent to decide when they will send the survey. I would like to set a random timing such as "no more than 2 surveys per day", or "send survey
Change a user's e-mail address.
Hello, how are you? I have a question about whether I can edit an email address to change its name. If it can be changed, would you help me to change it? Or what would you remind me to do to change the email address so that I can create the mailbox. The
"On Edit" rules do not work when bulk edit
Hi Zoho, I have a report list of many documents. I have a rule that when adding a link to an entry, the "Done?" checkbox goes from "false" to "true". When adding a link to multiple files with bulk edit, the rule do not work and the "Done" field stays "False". when trying again to edit the entries one by one, everything works. Please fix this.... really need it :) Thanks! Ravid
Accounting on the Go Series-49: Effortless Bank Integration-Sync and Manage Your Finances with Plaid in Zoho Books Android app
Hello everyone, Today, we're here to discuss an exciting feature in the Zoho Books mobile app that will make managing your finances even easier. You already know that Zoho Books offers robust banking integrations to help you seamlessly sync your bank
Is it possible for a lead to re-enter a journey from wich it had already exited?
I´m trying to make some of my leads re-enter a journey that they have already traveled completely in the past. My trigger is on list-entry and these leads exit and re-enter the list whenever I want them to re-enter the journey. Is this possible?
Restrict Document Viewing in Projects
This is a ridiculous feature that a base line role has access to documents. All I wish to do is remove ability to view a document it should not be hard, however, despite numerous conversations with the help team I have found no way to do this. Can this
Selling by wight at different margins
Hi All, I am trying to figure out how to set up my inventory. I did try enabling Composite items but I still don't understand how to apply the logic as I sell by weight and different margins; Eg; I buy a product in bulk, let's say 25 kg. Cost price $2500.
Mass Update: Layout not choosable
I can't choose Layout as a field to change for a mass update. I already exited all records from a blueprint.
Get the invoice detail through the API
Good day. I have a problem regarding the bills module. There are bills that are taxed depending on the country and there are cases in which taxes are not applied. The problem is that when making a call with the "bill_number" parameter it returns the basic
Pro Rata Billing and Quarterly Invoicing Issues in Zoho Subscriptions
Hello everyone, I’m having trouble with pro rata billing for quarterly subscriptions in Zoho Subscriptions. I can only find the option to set the billing cycle to "every 3 months" but not specifically to "quarterly" as a distinct option. Currently, pro
Changing info for Contacts on Account page
On an Account page, the Contacts for that Account are listed. But is there a way to change the data that is shown? For example, on my Account pages, under Contacts there is the Contact Name, Email, Phone, Mobile and Fax. I'd like to remove the Fax column and I really need to add a Title column, which is included on the Contact's page. How can I do this? Thank you!
Creating roll ups on custom_fields
portalId = 60XXXXXX; // projectId = 19063XXXXXXX; // taskid = 19063XXXXXXX; response = zoho.projects.getRecordById(portalId,projectId,"tasks",taskid,"bs"); // info response; tasks = response.get("tasks").get(0); info tasks.get("id"); p_task_id = tasks.get("parent_task_id");
Need Help Regarding Workflow Error In Zoho Projects (Tasks Workflow)
Hi, I hope this email finds you well. I am facing an issue regarding triggering zoho projects (task workflow). Starting with a macro rule I am putting data in a custom field named created task. The value will be "yes" whenever the macro rule is triggered.
REMOVE FIELD VALUE IN BOOK USING DELUGE
I have a custom script that updates a custom field in books based on a set a rules. But with the way rest api works, I cannot see a custom field if it doesn't have any data in it. Therefore my work around was to set a default value and update later. The
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