Duplicate dropdown items
When there are duplicates in the dropdown items, selection isn't working properly. I've added attachment for your reference.
I'm not receiving the correct "Please confirm your email address" email from my subscription form
I've already set up and customized the "Please confirm your address" email, but my subscribers are still receiving the original English email that Zoho defaults to. What's going on?
How do you remove the new Zia icon that follows whatever line your cursor is on?
It's very distracting as I click around the page. It hangs out on the right hand side but constantly jumps up and down depending on where I am typing. Any way to disable it?
Zoho CRM to Google Drive Folder Setup via Zoho Flow???
I’ve been banging my head against the wall trying to get Zoho Flow to replicate a Zapier integration that I set up years ago that works perfectly, but Zoho Flow is not working. I don’t use Zapier for much and I’m realizing that I should be able to use
Create a race chart to show phase changes over time?
I would like to create a race chart showing the different phases an Account has been over time. Is it possible to do this with Zoho Analytics? If so, what do I put in the different fields: X, Y, colour, text, size, and the data (actual value, count, distinct
Canvas template
I have created a template in canvas for leads, yet I cannot seem to apply/save it for use. What am I missing?
Scroll Bars appear but Windows on Remote PC not scrolling
All of my companies PCs are Windows 10. Trying to scroll down through a list, the scroll bar moves, but the screen does not scroll. Trying to scroll down in the list of updates, but can't get down to the restart button.
Assistance
Hi All, I'm a newish Zoho user and at present there are only the two of us. We are about to start growing our team but I want to have Zoho setup and running before bring on new personnel. I'm loving the Zoho platform but I'm frustrated that I don't have
ZOHO FINANCE WORKSHOP
Has anyone ever assisted a Zoho Finance Workshop. If so, do you think it was worth it? What'd you learn from it?
Where to find Tasks and Milestones of an archived Project
Where can I find and export the Tasks and Milestones of an archived project? When I attempt to export archived projects, the associated tasks are not included, and only the number of open and closed milestones is displayed. Additionally, exporting tasks
How can I use document setting api in zoho project.
I wanna set team forder in document when I create new zoho project by the api. There is no way to add team_folder in create API or any API on document. When I try to update on zoho project I can see this api(/api/v3/portal/803768332/projects/2084820000001869045/documents/settings)
Send automatic mail from code (JS) using group mail without using individual users credentials
Hello, I just got my first subscription with Zoho for mail, and I want to send some emails from my JS app, such as email verifications, password resets etc. I am able to send emails from individual user accounts using their own personal credentials on
Create lookup between two module is not allowed
Hi , May I ask what is this msg means for?
MX verification failed !
Hello @Deeraj J , I hope you're doing well ! Please I'm currently trying to configure the MX records in my shopify DNS settings, actullay the're all configured correctly in my DNS, but when I try to verify them in the Zoho admin console
Add signature to composed emails automatically
Can someone help? I want to set this up so I don't have to type my name, addy etc all the time
I want to pay in USD or EUR
Hi, I am in Brazil. But my newly opened Zoho account is not for me but for my business located in Estonia (It has nothing to do with Brazil). I want to pay in USD or EUR and not in BRL. Can you please help me to issue an invoice (mobhly) for the small
Creating an audit log of all changed fields
I'm trying to create an audit log to track changes made to any field in a form. It's set to work on Validation on form submission. I've tried using the trusty old ChatGPT but it's getting confused too! Can anyone point me in the right direction please?
Bottom navigation bar
I'm losing money hand over fist because people think when they've reached the bottom of the first page of products that that's all I have. I tried putting instructions telling them go to back to the top and click the arrow on the navigation bar. I worked at Lotus Development (the creators of Lotus 123) for 10 years and I sent the page to my colleages from there as well as friends and relatives asking them if they thought http://GetThemToday.com/spfoods.html was usable or if people were going away
UK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for some
How can I create an event attendance contact info and customer waiver signup?
My small business is hosting an event in the near future and I want to get contact information and liability waivers signed by incoming visitors on a tablet. It is important for the customer to do this self-service style, rather than have myself or one
How do I create a report for emails sent out
I want to create a report that shows the emails that were sent out to Leads. I see it can be done with Call but not with Emails. Any help? Thanks
Z Books Inventory Balance
I am trying to prepare a list of the stock on hand for each item and looking for the table in Books that contains this information
Portal Login
Customer originally used his company email address but now no longer has access to that email. I have updated his CRM contact with the new email address but he is unable to login to the portal or do a password reset.
Clickup Integration with Zoho CRM?
Hey! Looking for feedback from anyone that has used the "Clickup AppiWorks for Zoho CRM" integration via Zoho marketplace? Specifically I am trying to validate that we can create tasks in Zoho that then pass to Clickup, AND once the task is marked complete
Cleaning up reports in folders. Receiving an error message when trying to move reports between folders
Leadership doesn't want to delete older and duplicated reports. I've created an archive folder and will hide. However, I am receiving an error message while trying to move reports between folders. I was able to move many, however now I receive this error
How do I add Zoho Campaign for my Website?
Hello, I want to add Zoho Campaigns to my website for my registered users, sending them recent blogs, offers, new added tools news and update. My website is based on PHP framework, but I don't know how to add it or describe the way to my developer to
Zoho Campaigns Hard Bounce Errors
On a recent campaign I had several hard bounces come through for email addresses that I know still exist (I have usual day to day emails with them), how can I clear a contact from the hard bounce status?? Cheers.
Export Between Date Range
Is there a way to only include tickets created between two specific dates when exporting to a CSV?
User Engagement: Seamless Help Center Onboarding
Hello Everyone! Welcome to a series exploring how ZylkerShop established its business through Zoho Desk's Help Center. ZylkerShop is an e-commerce platform serving household customers and businesses with a diverse range of products, including home appliances,
Redact tickets in Desk
Is there a way to redact the information on tickets without deleting the ticket itself? For instance if personal information was contained in a ticket and we wanted to delete this permanently but without losing the history of the ticket, so analysis would
Ticket creation via forwarding by agent
In the past, one had to type: #original_sender sender@email.com as the first line in the email when forwarding a email to Zoho Desk to have the original sender be added as the ticket contact. Is that no longer a requirement?
Convert Date/Time field to Date only
Hello My previous solution is no longer working. I need to convert a user input Date/Time field to a Date only field. When I convert the field to a string, I loose the numeric properties of the date field. thank you
The Support Plan feature doesn't decrease the credits for all the tickets coming from our customers
We started using the support plan feature with the "Ticket-based" plan type. Unfortunately, Desk does not decrease the credits from the "support plan" based contracts as stated in the knowledgebase article. I'm trying to understand what's going wrong
Zoho Campfire / Community Spaces - Any news or timeline?
Hello Zoho, Several months ago, I learned about a new application you were working on called "Campfire." I noticed that it has been renamed to "Community Spaces." I joined the beta and really like it. However, I realized that there is no mobile app yet.
Subscription Cancellation with Cancellation Reason via API
I tried cancelling subscription using this and its working fine curl --request POST \ --url https://www.zohoapis.com/billing/v1/subscriptions/5482717000000142015/cancel?cancel_at_end=false \ --header 'Authorization: Zoho-oauthtoken 1000.bc3af671b45fexxxxxxxxxxxxxxxxxx3e03eab90ed'
Zoho Desk - Very slow (2024/08/19 @ 9:57am EST)
Could it be the new updates slowing the servers? Very slow with intermittent failure to connect all throughout DESK. Any update as to when this will be fixed?
Ongoing issue in Zoho Desk
Hello Enterprise Community, We have received several reports of degraded performance across Zoho Desk instances and integrations this morning. Our team is aware of the issue and is actively working to resolve this as soon as possible. We will keep you
How do I format report records based on a checkbox value?
I have an attendance report that I am trying to format with styles. I have done conditional formatting before in Creator, but this is not working. I have a single choice checkbox field in my form that I want to use as the criteria for the formatting.
Zobot Plug Incorrectly Identifying User on Production
Hi, I am trying to setup my Zobot to identify users who visit my site as: - New Users = all of name, email and phone are empty (or name contains Visitor) - Existing Users but info missing = either name, email or phone are empty - Existing Users = all
what is the difference between Notify Assignee and remind assignee in task ?
I am creating a worflow rules, to create a task automatically. but I find these reminders what is the difference between Notify Assignee and remind assignee in task ?
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