Thumbnails in notebooks don't show note....
After my migration from Evernote, inside the notebooks - any .pdf note (over 1,000) only show a red label with a paperclip and ".PDF". After I open the .pdf note, then a correct summary of the note is shown. I'll attach a screenshot below. Also, on every
Problem retrieving the record ID
Hello, I have a case containing 2 tasks. I would like to set up an automated system to determine the status of a case on the basis of the statuses of 2 associated tasks. Here is the use case, When a user updates the status of a task, 1- retrieve the record
Bigin Version and Zoho One
We are a Zoho One subscriber and are looking at a more simplified solution for our sales team. Bigin seems to fit the bill and I thought it was included in Zoho One, but every time I try to do anything complex I'm told I need to upgrade. Is this normal?
Adding External Users
We are having a group of users that are external toour organisation but are contract now again by the organisation, so we would like to add the the external user onto the created group calendar.
following cliq thread forward
I'm relearning Cliq to see if we can switch to it...been a while...I know there is a way to work backwards in a channel, to follow a thread of comments/replies (meaning, if you select to reply to a post, then the starting point post can be found by simply
How do you make an existing client of a project the primary client in Zoho Flow?
How do you make an existing client of a project the primary client in Zoho Flow?
Reminder at start of event
Is it possible to add the option to add a reminder at the start of an event? eg. 0 minutes before / after.
Convert Sales order to Invoice via API
Hello Zoho, How does one convert existing sales order (created via API) into an Invoice (using API) as well? Thank you
Zoho Developer Community Monthly Digest - January 2024
Hello everyone! Welcome to the latest edition of the Zoho Developer Community Digest. As we begin the year with renewed vigor, we're thrilled to present a roundup of engaging discussions, valuable resources, and noteworthy community highlights from January.
Associating an Email with a Record
Does anyone have deluge code they can share on linking a sent email to a custom module? I followed the API documentation but kept getting an error. I could share my code and the error, but I've tried so many different versions already, that I thought
Sync/Connect Microsoft Partner Center Referrals/Leads to ZOHO CRM Leads
does anybody know how I can achieve this? I know this is possible with both the ms partner center's API and Zoho CRM API, but how would I do it?
Run a Workflow based on two Modules
Hey Everyone We are trying to run an automated workflow based on two CRM Modules. Deals - Custom Fields filed with data Check-In: 01.01.2022 Check-Out: 01.01.2022 Location: Portugal Products - Filed with data Name: Product1 Price: €100 Workflow Deal Data
The link for event or task when receiving email to open the app and not browser
Hi I having a problem and maybe it's a bug. When I get an email alert for example task or event from bigin.crm and when I click the email link why can It not automatically go and open the bigin app on the phone instead it opens or asks to open the browser
More Improvements for Ticket History
Please improve the ticket history it is tough to navigate - Include full time stamps, relative time stamps aren't as easy to work with or helpful when you're trying to look for exactly when something occurred. - Allow Time/Date filters
From Address verification is not working
Just a heads up that the verification process for New From Addresses is not working - no verification email is sent. I have confirm with Zoho Desk Support that this is a known issue that is apparently being looked at by the developers. It would be nice
Traffic Welfare & Road Safety Foundation
Traffic Welfare & Road Safety Foundation is a grassroots non-government organization incorporated in 2020 by service minded and dedicated professionals limited social and economic development prompted in team to start this organization to address unmet
Outlook Addin
Hi We have noticed that since we moved to the new Outlook the Zoho CRM addin does not work properly unless it is pinned. If you don't have it pinned if you change email the addin does not update with the new email details but if you pin the addin then
error occured please contact application owner
Hi Zoho, I am facing an error on my application on Zoho creator. The user fills in all of his/her data and clicks on 'submit'. Once that happens this error message pops up 'Error occurred please contact application owner'. However, the data has been trapped in the database. The user doesn't know this and tries to re-enter the data, causing multiple entries. Can you please help? I can give you access to the application if required. Naveen
Zoho Projects Android calendar crashes
Every time I select calendar in the burger left icon the app crashes. I reset the data, reconnect the account and it works until I select the calendar again. I got Zoho one calendar linked to one google calendar. Any one having the same issue? Thanks
Can External Channel Users Invoke a Cliq Function
I have one of my vendors setup up on Cliq so that we can discuss workorders. The workorder requests get pushed from CRM to Cliq and then any questions are resolved there. I would like to add buttons to some of the cards that I push with information that
Zoho Mail - See sent Calendar Invites
Hello, When using Zoho Mail and sending a Calendar invite to someone. We don't see the mail sent with the invite in the sent or trash forder. This is a pb when the person does not receive the mail for whatever reason. You can't check the invite sent to
How to create workflow to read email and use AI to fill out form with email contents
We have a series of emails that come in from various companies offered to sell us goods. Currently, we manually go in and parse through the data to fill out a form so that we can organize the information that is then shared with our sales team. Is there
Workdrive won't add to Zoho One
Hi there, I'm trying to add Workdrive to my Zoho One account but it keeps saying that it's not supported. The same is happening for Bookings. I originally signed up to a trial for both these apps with a different email to the one that owns Zoho One. Perhaps
Is Zoho Creator Currently Experiencing Issues?
I have received suddenly reports from my employees indicating intermittent service disruptions in Zoho Creator.
Question on modifying templates using the new Writer integration
I am trying to create/modify a new mail merge template using the new Zoho Writer WYSIWYG editor. I had to save the document before I was finished. Now I cannot figure out how to edit the template so that I can re-save it in the final version. I cannot
Zoho Creator On-Premise
Hi, It would be great to have a On-Premise Zoho Creator version/solution for clients/organizations that require to store the data on their own servers. Is that something to come on the near future? Thanks.
Text wrapping
I can't for the life of me figure out how to make text wrap around an image. I've looked in the Knowledge Base & done a search, but none of the suggestions seem to work. Do I need to choose a special template to do this?
Enable bulk actions on archived tickets
Hi, As per the presentation of the Bulk Action (https://help.zoho.com/portal/en/kb/desk/for-agents/articles/performing-bulk-updates-in-zoho-desk), it is not possible to perform bulk actions on some specific views. I don't really understand this restriction,
how can i completely turn off email notifications?
i would like to turn off all the email notifications. is it possible? thanks jan
How to automatically push unsubscribes from a MH lead back to the the CRM as an 'opt-out' email setting
Hi MH gurus, I have had 5 people unsubscribe from a list (synch'ed to a CRM view) over the last 2 months. However, there is no way to see if these people have unsubscribed in the CRM. My preference would be for anyone that unsubscribes from a MH list to be automatically and immediately flagged as 'email opt-out' in the CRM. Is this possible? Cheers, Joe
Is Zoho Flow no longer a support product?
I opened a ticket over two weeks ago and it hasn't been addressed. Does anyone know if Zoho Flow is being cancelled or if they have any plans on fixing it?
How to solve "The username which you have entered belongs to a different deployment/region"?
Hi, I need to register the domain www.fortalezaferroeaco.com.br, but it is not possible, without comments to a message "The username which you have entered belongs to a different deployment/region" that I receive. I have already registered no domain zohomail www.fortalezaferroeaco.com, if that is why, what should I do?
Manual email from within CRM, does not get to Connect Task Board
A manual email sent from within CRM does not get to the Connect Taskboard. An email sent from an email client, (such as yahoo) does arrive.
Android Camera and autofill issues in Card Forms
We really like the card format in forms. The UX is much better in most cases. However, we have some significant problems that keep us from being able to use it. 1. If the user accepts any autofill from the keyboard, the card becomes unresponsive, or you
PDF Merge
I am wanting to have a form where I fill out the project specific information and upload a few PDF documents. After I submit the form it generates a PDF with my letter head, project information and the PDFs that I uploaded all in to one PDF. Is this
Is Zoho down?
I'm trying to send an invoice out through Bigin, and it just spins and I get an error. I also cannot send an email from bigin.
Monitoring rows growth
Hi Team I was reviewing the rows growth, but i would like if it's possible make a Panel with this information. Regards, Pablo
Conta de email bloqueada !
Todas as vezes que tento enviar um email, me retorna esse erro: Não foi possível enviar uma mensagem Razão:554.5.1.8 email de saida bloqueado
Can not receive emails.
I signed up for Zoho email and using it with wordpress. I can send emails but can not receive. I am getting this message in Zoho. I have checked wordpress and everything looks good. What can I do to fix this? Zoho Mail The MX Records of your domain(s)
IMAP Blocked for my account
Team, IMAP is blocked for my inbox and is not able to sync/backup. Can you please unlock this? Thanks Prabhu
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