Cliq app keeps requesting captcha and wont sign in
It is frustrating to try and install the cliq app on windows desktop, since once installed it requires captcha for the milionth of time It does not stop requesting captcha no matter how many times you enter it It is a very bad issue to appear right at
Clicks reporting showing zero clicks
I am facing issues since morning for reporting on click rates. Shows 0% for open rates close to 40%. Anyone else who is facing the same issue.
Search via API is not returning empty while there are documents which match criteria
For a company application i'm designing a search and move program. For this program I need to search a document with a name containing a value. In my case I search for documents which contain the word VERWIJDEREN. The request I send is: https://zohoapis.eu/workdrive/api/v1/teams/{teamid}/records?search%5Bname%5D=VERWIJDEREN&filter%5Btype%5D=allfiles&filter%5BparentId%5D={parentFolderId}&page%5Blimit%5D=50&page%5Boffset%5D=0
Error Message: Problem in sending email while doing IO operation
I noticed that I am not the only one with this issue, yet there doesn't seem to be a published fix for this issue. Can anybody help me?
Zoho CRM Contacts in Zoho Mail Address book
I would like to be able to access my Zoho CRM contacts in my Zoho Mail address book. We are using the Zoho Mail Addon for CRM. The reason is, I would like to be able to initiate an email to a CRM contact without having to go to their record in CRM and
transfer tags from deals to accounts
Hello, We are trying to transfer tags from deals to accounts. Example- We create a deal and link it to an account. In the DEALS module, we tag it "specific". We want that "specific" tag to move over to ACCOUNTS also. That way we don't have to re-tag things
Please improve Zoho Mail with an external server
The process to configure Zoho Mail with a 3rd party email server is very bad. So, my company has its own email server and changing it to Zoho is completely out of consideration. But we want to use Zoho Mail for its features and integrations, particularly
Individual edits not saving
We are experiencing an issue where individual edits are not being saved in the CRM. This issue is occurring on an org-wide basis, and is intermittent. There are different computers (Apple and PC-based), different locations, all primarily using Google
Delay with 'Sent' emails
Hello When trying to send emails, there appears to be a delay of approx 20 minutes between when selecting 'Send' and the email being sent with a 'Sending' message stuck on screen. Can you advise how to rectify this please? I have urgent emails to go to
Implement JWT Authentication Mechanism for Help Center
Hello everyone! This feature is released in a phased manner and will be available only to those who request for it. To request early access, click the registration link and provide your details. We will enable the feature for your Desk account. In the
How Do I Add a Tag to Multiple Tickets?
I'd like to be able to select multiple tickets and apply the same tag to all of them, but I don't see any way to do that. Is this possible? Thanks, Celeste
What won't mails send to my lists??!!
You cannot send or schedule this email campaign as there are no contacts in the list/segment you've selected I have faced this error on multiple times, and has rendered my campaigns useless. I have gone through the forum to look for answers to solve this
【Zoho CRM】レポート機能のアップデート：エクスポート回数の増加・定期レポートのメール文カスタマイズなど
こんにちは！コミュニティチームの鳥越です。今回はサポートチームが作成した「Zoho CRM アップデート情報」の中から、以下を紹介します。 【Zoho CRM】レポート機能に関するアップデートのお知らせ *適応環境：すべてのデータセンター、プラン 1.グループ化オプションの追加：月ごと、日ごとのグルーピングが可能に レポート作成時におけるデータのグループ化において、以前は年月別(例：2023年1月、2024年1月など）で括ることは出来ましたが、それに加えて"1月、2月"など、年を問わない月単位でのグルーピングができるようになりました。
Send a mail 2 days before a meeting if a form is not submitted
Hi everyone, I have a ZohoForm sent to my leads when they book a meeting. I don't want to do the meeting without this form completed. How can I automatically send a reminder by email 2 days before the meeting only if the form is not completed ? Thank
Publish a Zoho Campaign to a Wordpress Blog Post
Hi there, I was wondering if there was a way to push sent Campaigns over to a blog post using the same HTML that was formatted for email? If this isn't found natively inside of ZohoCampaigns, are there any integrations that would allow me to do this?
Request for Assistance with Image Scaling Issue in Notes
I am writing to bring to your attention an issue I have encountered while working with images in my notes. Specifically, I have noticed inconsistency in the scaling of images, where some images fit to full scale while others are excessively diminished,
GraphQL API Implementation
Does Zoho have any plans in the foreseeable future to add GraphQL to the API so that we can have some flexibility with our API requests? GraphQL would allow us to get the data we wanted, and would drastically minimise API requests, reducing server loads
How to add Zoho invoice features to my Integrate Zoho Creator
HI I hope to get some advice and guidance. I created several forms to complete some order functions as well as order entry and management, but I still want synchronization or collaboration with invoice functions. I think there is no need to create a new
Different Units for Purchase and Sale
Hello, We are in a bit of a dilemma in setting up Zoho, We have different purchasing and selling Unit, Example The Supply Chain Team, buys 10 CTN of Syrup Each CTN have 6 Pieces The Selling Unit is by pieces Is there a way the SC team can continue with
Customer overpayment
Hi, I have read through some of the threads on overpayment but I'm still not sure what I should do in my case. I have a regular client who has accidentally paid his last invoice twice. He is happy for me to retain the additional funds as a credit to him.
Access for clients to view their record
I need some of my clients to be able to view some of the data and attached files contained in their records within standard and custom modules. - Is this possible? - I understand that their is a client portal option, will this cover this need? - Can this be achieved through API or custom development with ZOHO creator? So many thanks for the time and attention.
Function OAUTH_SCOPE_MISMATCH error
Hi! I'm trying to connect to a Zoho Function via OAuth and am having trouble. Via the Zoho My Functions interface I made sure that the function has OAuth turned on and copied that URL for my Postman request. Using the same flow I successfully use for
Unable to Login to Account due to OTP Issue
Hi! The title probably sums it up but I'm unable to login to my account after a while of not using it (when I did login, I kept it saved in my tabs so I didn't have to login every time I have to use it). When I tried today, it required an OTP which is
Zoho Campaigns Expert Diaries on SoundCloud, Spotify, Apple Podcasts, and YouTube
Hi email champs, As email marketers, we find great lessons in each other's works—be it the subject lines that worked good, the design that was received well, or the CTA that had the maximum clicks. Email marketing encompasses a wide variety of topics spanning everything from creation and design to development and deliverability. Here's when we from the Zoho Campaigns team found the need to build an email marketing community comprising of seasoned marketers and email geeks who can help each other
unable to send email
Hi, I recently renewed my expired domain and now am unable to send email. Error message: "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain - sophiesmithbrody.com" Please advise. Thanks !!
Linked domain, records appear ok, but not receiving mail and don't know how to send it
Hi, records appear ok, everything looks ok, zoho appears to have linked domain but am not receiving the test emails I sent. Also I cannot figure out how to compose and send an email from my zoho mail using sender's address with the connected and established
Get data from APIrequest gives null values
Hello, We are facing problem with geting values from CRMAPIrequest. The function was executed when a contract was signed by zoho sign, the data was sent by zoho CRM API rest, and then function was getting recipient email to match the deal and then fill
COQL Query in Events with What_Id and Join
I'm trying to return fields in a lead related to an Event in Zoho CRM. Looking a the documentation https://www.zoho.com/crm/developer/docs/api/v3/Get-Records-through-COQL-Query.html it says the format sample is { "select_query": "select 'What_Id->!Leads.Last_Name'
Improved Temp visibility with the enhanced Roster View
We're excited to announce a significant enhancement in Zoho Workerly that makes it easier than ever to see who is assigned to your shifts. Now, instantly view the number of temps scheduled for a shift, along with their profile pictures. Simplify your
Email display for Lead
Hi, I made integration between our email server and CRM. I found not all email will be displayed in Lead - Emails Could you please tell me which part of email are omited? e.g. Latest email in CRM is in Mar 1, while the latest communication with client
How do I remove / delete stages from a Pipeline.
Pretty self explanatory - I never want to see the stage ever again ever.
Set Work Hours, Track Progress, and Manage Resources
Multi-tasking is the norm of the day and not all tasks are the same. Some tasks require more time and effort than others. But how do you set and track the time a resource spends on a task? Set Work Hours Zoho Projects lets you set work hours for individual tasks. Work is calculated based on your organization's business hours. • work hours per day - number of hours to be spent on a task each day
• work % per day - percentage of business hours allotted for the task in a day
"Invalid value passed for JSONString" exception while creating customer contact in Zoho Books using rest API
Hi Experts, We are using .Net c# code to create a customer contact in Zoho books using Zoho books Rest API.But we are getting "Invalid value passed for JSONString" exception. Please find the attached sample code screenshot "Customer_Contact2.png" for your reference., Could you please let us know how to pass the JSONString. It would be a great help if someone provide a sample code for creating the customer. Thanks in Advance. Regards Amit
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Change language dynamically
Hi, Is it possible to change the language in Zoho analytics without changing the user? Maybe there is a parameter in the url to be able to do it? thank you
When Using Sales Inbox Does Move to Trash delete email in CRM Email list?
Using Sales Inbox Does seletcting move to trash remove the email from the CRM Contact record email list?
Featurecast Story 17 - IM via the Desk mobile app
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 17 - IM via the Desk mobile app Carry your support desk wherever you go! We're delighted to introduce you to our Zoho Desk's IM mobile software development kit (SDK). Zoho Desk is the first
Entering an order manually
Sometimes a customer will phone in an order rather than enter the order through our online store. Does Zoho Commerce allow us to manually enter an order?
Master the Customer Experience Suite: Join our workshops to elevate your customer experience
Zoho's CX workshops have expanded to more cities this year, and we're excited to meet you all! Here's where we'll be: April 10-11, 2024 - Johannesburg, South Africa May 8-9, 2024 - London, United Kingdom May 13-14, 2024 - Paris, France May 16-17, 2024
Tip #10- Install unattended agent using an installer link- 'Insider Insights'
Welcome back! As always, Zoho Community is buzzing with fresh insights to turbocharge your remote work capabilities. Last week, we explored configuring devices for unattended access with Zoho Assist. Today, let's take a closer look at one specific method:
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