sending email with another account
Hello there, i write there for an our costumer request. They want to send email from CRM with a different email (confirmed and added to zoho profile). For example they use account@zilium.com but with this account they want to send (not only with email
Read Thread Details
Does anyone know how to "read" the complete thread details in a ticket? I figured out how to pull a summary of the threads using a webhook, but it doesn't have all the details I want. I tried to create a loop in flow, which should have worked, but instead
Associate ORG modules using Connected Records in Zoho CRM For Everyone
Hello Everyone, We are here with a set of new enhancements to Connected Records in Zoho CRM For Everyone. We've made module connections clearer, easier to manage, and less confusing. What's New? Associate Org modules as Connected Records. Clear separation
What stops me from packaging and shipping an order when the inventory is negative?
It seems if the inventory value is negative, that Zoho Inventory should not allow me to create a Package and Ship it. But, there seems to be nothing to stop me from doing that other than when I go to physically package the item and realize that there is no stock. There also seems to be nothing on the screen that even indicates to me that I should not package and ship. To me this is the fundamental point of an inventory system. Am I doing something wrong?
Deluge error on updating datetime field
Hi, while updating date-time field , i am getting this error {"code":"INVALID_DATA","details":{"expected_data_type":"datetime","api_name":"Date_Time_1"},"message":"invalid data","status":"error"} Here is the code , i have tried leads = zoho.crm.getRecordById("Leads",
inventory based on bills and not physical stock
Hello, I have noticed a very annoying issue with zoho books/inventory. I use composite items. If I have an sub assembly item on back order, I am unable to make up the composite item, even when I have received the goods and it is in my stock. I have to convert the PO into a BILL in order for the item to show as 'Accounting Stock'. The problem is that the supplier Invoice is not shipped with the goods, but can follow even a week later. So I have to make the bill have a 'dummy name and number' until
Zoho Inventory. Preventing Negative Stock in Sales Orders – Best Practices?
Dear Zoho Inventory Community, We’re a small business using Zoho Inventory with a team of sales managers. Unfortunately, some employees occasionally overlook stock levels during order processing, leading to negative inventory issues. Is there a way to
No option for pick up in Zoho Books / Inventory but yes on commerce
Is it planned to release soon on books/inventory?
Speed (again!)
Same old story again: impossible to work at this "speed". Category NOTES!
Marketing Tip #27: Add a favicon and social preview image for your online store
Small branding details can make a big difference in how professional your store looks online. A favicon (the tiny icon shown in browser tabs) helps customers recognize your store instantly, especially when they have multiple tabs open. A social preview
Knowledge base: The nitty-gritty of SEO tags
A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
How to list WorkDrive folder contents using API
I'm trying to read folder contents using a Deluge script. The code below returns {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]}". I've tried using the search API and seen similar errors. I have proved that the connection works by creating
The email address you have entered belongs to a different deployment/region.
Hi, I am trying to create the user - mprust@crombiecomputers.co.uk but keep getting the message below - The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Look forward
how-to insert a new within a cell
If I am in MS excel in a cell that I need to have multiple line, I would use ctrl-enter to create new line within a cell. How can do the same function in ZoHo Sheet?
Comments aren't visible in shared spreadsheet
I would like to send a spreadsheet to people who can use it to help solve a problem as a one off use unique to them. They will have to enter data in the sheet. I have comments attached to some of the cells to explain the purpose of the data being collected.
Designing Multi-Step Workflow System in Zoho Creator + Deluge (Startup Build – Exploring Advanced Architecture + Partnerships)
Hi everyone, I’m currently building a Zoho-based system as part of an early-stage startup, and I’m looking to connect with others who have experience designing more advanced workflows in Creator + Deluge. This started as a standard application, but it’s
Is it possible to make tags "required"
We would like to be able to make the tag field a requirement for agents before they can close a ticket. This would help with monthly reporting, where a lot of tickets end up with no tag, causing manual work to go back and add the correct tag for each
I would like to know wich person viewed the file
I have a franchise and my Operative Manual is in WorkdriveI, the user can´t download but despite I know How many views the file had, I would like to know wich person viewed the file Is it possible? thank you
Ordering of Teams
Hi there, Currently, we cannot order Teams in Zoho Desk. Teams are ordered as they were created. It would be really helpful if we could customise the order of Teams. For example: We have the following Teams: Shipping Customer Service Sales Compliance
Estimate Module - Contact Field.
Hello Latha and Team, Is it possible to make the Contact field optional in the Estimate module? Best regards, Chethiya.
Issue with "Add Your Mobile Number"
Hello, I am trying to sign up for email service for a domain name, and I cannot finish the authentication. When I enter my mobile number, I receive the message "We’re unable to send OTP to this mobile number. Please contact support-as@zohocorp.com". I
This version of app doesn't support this notecard type Error
So this problem is happening for any notes created within the last week, as well as any note recently edited on Android. I can open them on my phone fine, but they don't open on the website version. They DO work on the desktop app version. It's just web
PDF's Give Unsupported Type Error Message
Many of the pdf files I add to Notebook work fine but in some cases when I try to open them on the Android App I get a message saying "Unsupported Type. Psst! You are using an older version of the app which does not support this note format. Please update
refund
Hey, I need refund for 2 licenses. please help
Is multiple invoice e-mailing possible?
I wonder if following is possible: When you are in the invoice view, assume you have five invoices to five different customers that are pending (you have just created them, but not sent them away yet by email.) To the left of every invoice in the overview
Multiple packages in one shipment
Guys we have been asking for this for years. we want to be able to ship multiple packages for one customer in the same shipment, so as to avoid entering shipping info repeatedly, and avoid customer getting multiple tracking emails. When does this arise?
I can't add a new customer in Zoho invoice? Anyone had this issue before?
Ive been using Zoho invoice for over 6 years. Today I wanted to add a new customer to send an invoice to but it doesn't save when I try to access it from the pulldown menu when you go to send a new invoice.
set up an opportunity progress bar in canva
Hi, set up an opportunity progress bar in canva I need help to set to reproduce the progress bar or equivalent of the opportunity steps in canva as in standard view (see capture ) Thank you in advance Amadou
Recurring event sync via Microsoft 365 Meetings
I believe syncing Recurring through the Microsoft 365 Meetings integration is already in the works but I couldn't find a reference in the community to track the progress of this work.
What's New in Zoho Invoice | April - June 2025
Hello everyone! We're excited to share the latest feature updates and enhancements we've made to Zoho Invoice from April to June 2025. In this, you will learn more about the following features: New Integrations via Zoho Marketplace Add Images to Email
import customers
Is there a way to bulk import customers? I'm moving from Acuity and would rather not have to enter everyone manually.
What's New in Zoho POS - February 2026
Hello everyone, Welcome to Zoho POS’s monthly updates, where we share our latest feature updates, enhancements, events, and more. Let’s take a look at how February went. Purchase and sell items on different units We have introduced a unit conversion functionality
Batch Tracking custom function
Hi fellow zoho users, We have our ecommerce site setup to shopify. I have some products I want to add batch tracking too, my only issue is that it breaks our shopify workflow (create sales order, invoice, payment, package) because it requires us to manually
Kaizen #236 - Using Client Script Support in Quick Create to Automate Manual Data Entry
Welcome to another post in the Kaizen Series! In this post, we explore how Client Script support in the Quick Create form can be used to automate data entry. This solution addresses a common business scenario where Zylker Furniture sells sofas, wardrobes,
Serial Numbers.
I generated serial numbers for items and there is no way to generate more serial numbers that the number of items being "sold" or created. This is annoying as how does one know what serial number they left off with when they go to receive or sell this
Ensure every user starts right with Welcome Email Templates
Adding a new user to your organization extends beyond account creation–it requires delivering the right information at the right time to ensure a productive start. New users typically require key details upon joining, such as login instructions, security
How to change the format for phone numbers?
Mobile phone numbers are currently formatted (###) ###-####. How can I change this to a more appropriate forms for Australia being either #### ### ### or (#)### ### ###?
Adding Image field to a Quote in Zoho CRM
We are currently preparing to use Quotes in Zoho CRM and we are building out our Quote templates. We came across an issue of not being to add Images of the products to the Quote - specifically in the body of the Quote templates. This is a problem, as
IMPORTANT: It doens´t show full article name on search - Should add line break
When we search for articles, it doesn´t show the full name. There should be a line break so the user can see the full article name, otherwise the user can´t know if that´s the article he/she is looking for. This is very important, otherwise the user has
IMPORTANT: It doesn´t search for letters with portuguese characters.
Some of my articles have for example the word "vídeo". But if I search for "vídeo" it doesn´t find them. If I search for "video" it does find them. Idealy, it should find the articles either way. But if I have to choose, it would be better to find the
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