533 Relaying Disallowed. Invalid Domain
Hello how are you? I'm having trouble sending email. This message appears whenever I try to send an email. I'm receiving emails normally, but I just can't send them
Problem using SAML login for Storefront for first-time customer
I'm working on moving my store into Zoho Commerce, and have a SAML integration to my website already setup. I am running into a problem where the storefront won't allow a user to log in if they aren't already registered as a user in Zoho Commerce. So
Tip #1 Automating online sales order to invoice conversions in Zoho Inventory
Hello, Hope the day is treating you well. We've been getting more than a few requests from online sellers who use Zoho Inventory to help them automate invoice generation for all online orders that drop into Zoho Inventory automatically from a sales channel or a shopping cart that they have integrated. Are you an online seller like them? Then we've got some exciting news for you. You can do it with the help of a few simple things that we'll see here today. So how do we go about this? If you have
Form templates vanishing
I'm just getting started with campaigns and my form templates keep on disappearing from my library. I first set up a form, and copied the code over to my website, then the next day it was gone. Assuming I'd made a mistake, I created a new one, and copied
Zoho Billing information in CRM
We have started the process of shifting across to Billing and part of the rationale was we wanted our sales and support team to have better visibility over who was behind on their billing, etc. Given there is a native integration I just presumed this
Link Customer with his Subscriptions
Hi, We use Zoho books and Zoho Subscriptions and it is very annoying when you are on a client on books and you have to go to search the same client in subscriptions to find his profile. I guess that it will be very easy to add a hyperlink to his Subscription profile so we can see his subscriptions without opening and searching. Even better if you add a section bellow "other details" witch will hyperlink all his active subscriptions. I think that it will increase the value of the books-subscription
Tickets not appearing without Refresh
I have a user who is not getting tickets pushed to his account. He has to refresh the screen to get tickets
Record Summary Like/Shortlist An Entry & Disappearing Filters
Hello, we use Zoho Forms as a questionnaire for potential staff. When we open a record summary, we may like a candidate, and want to shortlist them but the option is not there. We can't even comment, we can only view comments. If we make a comment under
Single item hosted page
Given the premise of Zoho Billings is a one-stop solution, the inability to create a hosted payment page for single items seems to be a big gap in the product right now. We can use of course use Checkout to do this, but it would be really nice for you
Emails not being received by recipient after multiple communications.
This issue started about a month ago, I was communicating with a client back and forth through email, then all of a sudden, they weren't getting my responses or new email communications. They said I'm not in their spam folder, so I used a gmail account
Manufacturing Support
WE like to see the process manufacturing support to create recipes , routers , work order, production completion and product cost.
Instagram Manual Publishing Option
When posting a video for an Instagram reel, is it possible to force the manual publishing option? On some of our videos it isn't allowing for manual publishing to be selected and the videos are instead published directly from Zoho. We have some further
Webhook when an Entity is restored from the Recycle Bin
I have webhooks successfully setup for communicating with another system when an entity such as a Deal changes and gets deleted. Is there any way to also get a notification if something that got deleted by accident comes back from the Recycling Bin? I
Way to update the data?
I was wondering something I made a pivot table using a 3 a SQL query table that combine 2 data sources. So this table as filters and all the data I want. But i was wondering if it would be possible for a user (given the proper right) to have some sort
Converting a CRM Dashboard into a presentation in just two clicks can greatly streamline the process of sharing insights
Hello Enterprise Community, You've crafted dashboards in Zoho CRM and used them to track KPIs and other important indicators. They incorporate data from across the CRM to present a holistic visual overview of your sales performance. Now you can convert
Weekly and Monthly time log missing
Hi, I am trying to find the weekly and monthly time log as per the documentation (https://www.zoho.com/in/invoice/help/timesheet/timesheet-logtime.html). Have these options been removed or moved to a different location? Kind regards, Sunil
aligning elements in Canvas Builder
I'd like the ability to string up elements in the canvas view and have it align correctly. For example, rather than this: City: cityname ", " State: SN " " Code: zipcode I'd like to see this: Cityname, SN zipcode I know how to do this creating a custom
Add Signature in Emails
Hello, How can i add a signature in the new emails inside Zoho CRM? When i am composing an email i don't see this option, to add a signature for the email. Director www.TECNOSeguro.com
Generating a document
Hello! Sorry if this question is a little silly, but how do you actually go about generating a document? I have a template, and it links into my Zoho CRM account to pull information from fields, but I can't find a way to actually generate a document out
Products on vendors
Hi Zoho family I have a list of vendors who have the following criteria. 1. Country 2. Type (Hotel, Transport...) 3. Various products Making a new quote, is it possible to somehow be able to choose the country and that only sellers from that country are
Changing the Primary Client after a Project Has been Created
Once a Project has been created with a primary client how can we go back and change the primary client. We have set up projects a few times with the wrong Primary Client. Once we recognized that we needed to change the primary client we were unable to
Assistance Required to Attach WordPress Website Lead Form to Zoho CRM using Bit Integrations Pro
Dear Zoho CRM Support Team, I am facing an issue while trying to attach my WordPress website lead form to Zoho CRM using a third-party plugin called Bit Integrations Pro, which uses the Zoho API for the integration. Here are the details of my problem:
How can i hide submit ticket or any ticket links using CSS
Hi, I dont want the ticket option in my help center and I don't want to hide it too. Instead, I want to redirect the link to another URL as I already have a ticketing system for my website. Please how can i do this using the CSS, to redirect the button
Remove Unnecessary White Space on Home Screen
Hello Zoho! A really common complaint I hear from our Zoho users (across many companies) is that there is so much unnecessary white space on the home screen view. This is an issue with every customer we have in Zoho, including ourselves. It would be
Add new contact to DEAL
Hi everyone, we have some doubts about how to add new contacts to DEAL once has been done. To put it in context, we have a travel agency. Once an opportunity has been won, I would like to bring all the travelers of the trip into the deal. I think the
ZOHO CRM APP - SALESINBOX
Is it possible to access SALESINBOX in the CRM MOBILE APP
Ayuda con listas dinámicas en Zoho sheet
Buenos días, Estoy intentando hacer una lista dinámica dependiendo de un campo de escritura, quiero que al escribir en ese campo se actualice una lista, la función que estoy usando es la siguiente: INDEX('Maestro de datos'.D:D;SMALL(IF(ISNUMBER(SEARCH(C1;'Maestro
Kaizen #138 - How are Widgets used in Zoho CRM Settings?
Hello all! In last week's Kaizen, we covered the Lead Conversion using Zoho CRM APIs. This week, we will dive into how widgets on the setup page can be helpful. What are Widgets? Widgets are embeddable UI components that you can create and add to your
Form Submissions not in body of e-mail responses any longer
I no longer have the option of receiving the submission in the e-mail only as an PDF attachment...please advise
Zoho Sign: Product Updates - Mid-2022
Hello, everyone! As we cross the halfway point in 2022, Zoho Sign is about to turn five years old! So, allow us to catch you up on what we have been up to lately. We mentioned in our last update that much of our recent focus has been on broadening Zoho
You aren't a part of Mail
Hello, Since yesterday, our own Zoho One dashboard, as well as our clients' Zoho One accounts are facing this error (see the attached screenshot) As a result, no one has access to the Zoho Mail from Zoho One, and even the Mail is gone from the list of
Zoho Forms
I want to delete a user who previously owned all forms and assign those forms to a new user. How to do it? The tasks and automation in Zoho campaigns should also change to the new user. The notification email should also change to new user.
Merge Inventory - Same item, slightly different SKU
I have an issue and not sure how to solve. I have multiple selling platforms. I use Zoho just for inventory control. On certain sites I have had to add a digit to the SKU, so for example the SKU is R2000 and on certain sites its R2000a. Can I link / merge
Feature Request: Recycle Bin for Creator Records
I would like the option to be added to restore deleted records from views / reports in Zoho Creator. If records are mistakenly deleted or if a scheduled maintenance task goes wrong the outcome can be disastrous, I appreciate that there are backup options
How to Auto-Add Guests to Cliq?
When users register their new account on my website, I want to 1) automatically add them as a Guest to join the conversations/channels on Cliq and 2) Get them added WITHOUT requiring them to verify their email or go through any extra steps. example: They
Error when using zoho.crm.getRecordById and no record found
I am trying to use the zoho crm api function zoho.crm.getRecordById but get an error when this function does not find a value. How can i prevent this error? Error in executing Set Variable task. Unable to update template variable crmRecord. Error evaluating
Analytics export to excell
I am trying to get some data into another analysis program to do make use of some other functions. Would I be able to use the api to auto update into an excel file for example? If not are there any other options that I have?
Kaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone! We are back with yet another post on Circuits in Zoho CRM. In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.
Avec Zoho Sites 2.0 accédez à nouvelle dimension dans la création de sites
Zoho Sites 2.0, notre dernière mise à jour, offre une plateforme plus puissante, plus intuitive et plus conviviale pour les sites web d'entreprise. Découvrons-la ensemble ! À qui s'adresse Zoho Sites ? Zoho Sites est une solution idéale pour toutes les
Client Portal Validation Rule
I have set up a Validation Rule, but it doesn't work in the Client Portal. How can we implement conditional mandatory field checks in the Client Portal?
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