SPF Permanent Error &
Hi, My mail sent via Zoho is flagged spam. Upon checking, my DNS failed the check. I've run checks using 2 tools, both shows the same result that v=spf1 include:zoho.com ~all does not fit in the UDP packet. The include:zoho.com itself already has too
HTML Hyperlink in ticket body
Hello, I am currently evaluating Zoho Desk for our needs. We are creating tickets using available APIs and attempting to insert hyperlink (html <a> tag) in the ticket text. When ticket is created the hyperlinks are converted into blue text and actual
Best way to "repair" a missing required field
I have a date field which is now required. I have a few hundred records which were created before the field was set to required. Most of my users prefer to do in-line field edits rather than going into Edit mode. If the user is not editing the required
sandbox
is there a sandbox area for testing within Zoho Desk for new features before we publish/use Would like to iron out details and configurations vs waiting offline to test customization of different configurations, and/or change a working setup. Also, don't
Developer Environment?
Hello! Quick question, I couldn't find it anywhere but is there any form of development environment in which I can test stuff before I apply them to a production environment?
Deleted Zoho Survey responses are still stored in Zoho Analytics
Hello there, I have created a Survey and set up Zoho Survey as a data source in Zoho Analytics. I made a few test entries in Survey and deleted these responses again. Now I'm wondering why they are STILL to be found in Analytics. How do I get them out?
Does Zoho Desk have a Dev instance?
I'm coming from a ServiceNow Team into Zoho Desk. ServiceNow had a Developer Instance that we would configure and test, before moving it into Production Instance. Does Zoho Desk offer this? If I'm working on a trigger or workflow, I don't want to disrupt
Zoho Books Customer Statement Address Format
Why can't we fix the address format on the customer statement? The default format is wrong and there is no way for us to format it. Currently, it looks like this:
How to test the preference widget in local development mode
Hi Team, I am using a preference widget for an add-on setting purpose. I need to test the widget in developer mode, is there any way to do this, in the documentation I was not able to find a solution.
Desk Sandbox
Hello folks, As most of main Zoho software (CRM, Creator...) have a sandbox account. How feasible Desk will have the same in a short coming time? Is it an option in development? Thanks!
Test/sandbox/staging environment for Zoho Desk
Hi there, My company is using Zoho Desk and also the API for Zoho Desk for some internally developed features. Currently, we have a dummy department "Test" to help test our features and interactions with Zoho Desk's API before integrating a new feature.
Images, Google Drive, Embedding
Hi guys. It's the first time with Zoho Forms for us. We have 12 pages of questions and the option to upload images. Since there are so many images (quantity and size), we have to switch to Google Drive. However, we want to display the images as large
How to change the time zone for dates in email template placeholders?
Hi, We have enabled some email notifications on specific actions such as "mentioned in a comment". This uses the default email template provided in Desk, which contains the datetime placeholder "Case.Recent Comment Time". The problem is that this placeholder
Zoho Flow / Microsoft OneNote : Integration Issue Error code 40004
Hello, Since yesterday, the Flow / Microsoft OneNote integration seems broken. It is not a pb of account or pasword. It works with other Microsoft o365 tools like Excel etc... Here is the error message : Has something changed on your side ? Thanks
Zoho CRM entries Count
Hello, I am trying to build reports based off of record counts, in this example I have a field in my contacts module witch is a checkbox for "Active" I want to include this record in my count for every day that it is active for until it is unchecked being
Composite API working ubnormally
Hello, Today we see that Composite API (https://www.zoho.com/crm/developer/docs/api/v6/composite-api.html) is working ubnormally. Before today everything was ok. 1. If we call it with "parallel_execution": true it has REQUEST_TIMEOUT. For example: Light
Can't add the user as an employee
Hi, I have an employee account and I have access to some apps without any problems. However, my admin can't enable access to Zoho Projects for my account. Whenever he tries to add me, an error message shows up as "Contact with this email address already
Invite people to Zoho CRM (Zoho one subscription)
Hi everyone, I was wondering if there was any way of inviting people/guests to my CRM ? Is that someting feasable ? I need my subcontractor to be able to use it sporadically, when we work together. Alternatively, could i just let him use my own account
Building a Report based on how many contacts had a similar checkbox selected based on a given date
Hello, In my CRM under contacts module i have a checkbox called "Active" I want to be able to see how many "Active" Contacts I have based on a given date, For example in the month of August how many contacts were marked as active, then September, then
In CRM Email, how do I set visibility of a Zoho Form?
This is a Send Email action in CRM. This is a small subset of Zoho Forms. Where and how does one set a given Form's visibility? With email templates, visibility is set via folder visibility.
Deleting notes
Hi everyone, I'd like to know if there's a way to delete all notes at once or simplest way possible, please. Alternatively, is there a way to delete all notes based on a criteria, such as all notes from the previous year? Thank you very much.
Seeking Guidance: Creating Unique Websites with Zoho Platform
Hello everyone, I'm exploring the possibility of utilizing Zoho as a platform substitute to create a website with specific features. My goal is to design a website similar to https://newsconverge.com/ and I'm wondering if Zoho can accommodate such requirements.
Connecting Thrive Themes to Zoho - Scope issue
Hi Zoho team, I am trying to connect the API of https://api-console.zoho.eu/ with a plugin of my wordpress, the problem is that when generating the Code I have to enter a Scope and shows me an error that I delete the Scope to generate the Token and if
How to Reorder Task Lists
Zoho support team, I know how to reorder tasks within a list but I would like to know how to reorder the task lists themselves. Any information provided would be of great assistance. Regards, John
Offline access to Zoho Books - Cloud Problems
We have been using Zoho Books for years now and we love it, but lately we have been experiencing problems with the application, and were frequent enough to affect our day to day business. Understanding that it is a cloud based app, sometimes we need to
How to mask phone number in contact field
masking functionality using Zoho CRM /JavaScript in free trial version.
3-Way Calls
How do I place a 3-Way Call?
Bulk edit for picklist and multi select fields
Right now I'm recording a lot of new picklists and their corresponding values into the system and at a point I had a change of mind and decided to rename some subsets of these values. You do allow adding multiple values in bulk but unfortunately there isn't a way to modify existing values in bulk. I guess that a spreadsheet style interface would be required to allow us to edit picklist and multi select list values in bulk.
Envoyer un modèle d'email d'une affaire a un collègue
Bonjour à tous, Pour les besoins de ma société, j'aimerais pourvoir envoyer un modèle d'email prérempli à partir d'une affaire à un de mes collègues. Je m'explique, mon modèle reprend plusieurs informations qui sont présentes dans l'affaire ainsi que
MX, SPF and DKIM not updating
I have waited for more 24 hours still its not updating.
Register a refusal to be called on a prospect
Is it possible to write on a prospect form the refusal to be called for which is displayed?
Grouping or Summarizing Records
First, I accidentally came across ZOHO the other day. I must say the Creator is VERY impressive. I'm a programmer by trade but have no time use/learn .net or whatever to develop "quickie" type apps that I would use mostly for me. Zoho Creator seems to fit the bill for what I want. Congratulations. I have developed a little small time tracker type application (for me only) that allows me to enter data, hours worked and a category ( and a few other things). It works great. The only question I have
New to ZohoCRM - can't figure out how to create products with pricing
May be this is child's play for the Zoho CRM veterans, but I can't for the life of me figure out how to create a product with multiple attributes and a different pricing based on the attribute. For example, if I sell web hosting packages of 100 MB, 250
Auditing the Zoho Implementation: How can I export a list of rules, permissions, etc?
Hello, I've just inherited management and administration of my employer's Zoho CRM. I've been asked to provide a flowchart of the various combinations, conditions and switches that the previous administrator put in place for each of the modules. It looks
Start Zoho Writer with toolbar visible or remember user preference
Hi Writer team, Here's a nice easy user experience improvement I would like to share. Whenever I open Writer the toolbar is always hidden. This is very frustrating. If I have opened a document then typically it's because I want to edit it. I would like
Default audit log on forms/reports/workflows on Zoho Creator
Namaskaram Zoho Creator team, There is no default audit log on forms and reports for finding that who and when the changes were made in a form/report. It is very important feature to track the form and report history.So basically we need to be able to switch on audit logs for any workflow. If I just go and tap on a checkbox, then all the activity happening in that workflow or using that variable should be captured automatically without any extra scripting. Crafted with ❤️ Zoho Gurus | Zoho Creator
Navigation of sticky note Icon
How to move sticky note icon away from lower right hand corner of screen In Zoho Notebook? Preferable to middle right of screen.
Attaching candidate-completed assessment to client submission email
Hello All - When submitting a candidate to the client, I'd like to attach the candidate-completed assessment form. Please tell me how to do this - Thanks!
Featurecast Story 16 - Adding Images
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 16 - Adding Images Why are images so powerful? Images grab our attention quickly; we are immediately drawn to them. Consider this feature post: Did you first look at the words or image?
zoho-sign pachage
Which zoho-sign package is suitable for my work? I have about 50 signers for one document at least 5-10 times monthly. Thank you for your useful reply
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