Assistance Needed for Password Reset and MFA Issue
I accidentally deleted my authenticator app and forgot my password. Now, when attempting to reset the password and after receiving the email OTP, it is requesting the MFA OTP, which I cannot provide. How can I proceed through this stage? Your assistance
How to import & update Customer / Account "Contact Persons"
I've exported contact persons from Books and tried to re-import them with updated details but unfortunately it just re-created the contacts rather than update them. How can we bulk update contact persons in Zoho books?
ZohoONE (EU - datacenter): Zoho CRM / Phonebridge / Yeastar S100
Dear friends in suffering from missing support by Zoho One, I hope someone here has an idea, why ZOHO ONE / Yeastar S100 integration doesn't work properly, and how to solve this. Sorry Phonebridge Support that I make this now public, but since I haven't
fail to trigger deluge
Hi , I am setting up whenever PO is deleted, then trigger the below workflow. But it doesn't work. Could you please have a look at my rules? stock_record_list = zoho.crm.getRelatedRecords("Stock_Record","Purchase_Orders",POID); //alist = List(); for each
Does "Mark tickets as unread" work only for connected user via API?
We would like to mark a ticket as unread every time certain conditions apply. We are identifying those conditions through a flow in Zoho Flow, and an action in it which calls the Zoho Desk API Mark as unread. According to the documentation, it marks the
Read and Delete Icon
Hi there, I just switched from Google to Zoho, and I must say, I'm loving Zoho so far. I have a suggestion: could you consider placing the Read icon next to the Delete icon, similar to how Google does it? This would make it much easier for me to click
Test software applications efficiently with QEngine
Zoho QEngine is a test automation software that helps test any application built for the web, mobile devices, and APIs. It also helps test custom workflows and integrations with third-party applications. Explore Zoho QEngine now Why do organizations need
Not working in Windows 11 when laptop lid is closed
Hello, I am trying to use Assist Unattended to access a laptop, using Windows 11, whose lid is closed. The power settings are set to "Do Nothing" when it's closed, but I can't control anything. The mouse doesn't work, the keyboard doesn't work, and sending
Clients not receiving invoices/estimates - how to check clients receive it other than Portal way
Clients not receiving invoices/estimates. We discovered this problem some time ago. We always follow up and check with clients if they receive it which is annoying. Is there any option how to check that clients received it other than portal way? Not all clients wants to set up portal as some clients are one off. And how to persuade them to set up portal anyway? If there is option that clients receive link with invoice or estimate as other accounting providers, then once client click on it, we will
Can't see others members automation in Zoho Campaign
Hi, why other members of my team can't see and edit my automations in Zoho Campaign ? Thanks
Cannot View Lead Email Responses
Hi, I cannot see the email responses of leads in Zoho. We used the Zoho email engine to send emails to just over 400 leads. Zoho is tracking that activity. However, whenever a lead responds, that information is not shown in Zoho. How do I view these responses
can I automatically add someone that comments on Instagram as leads in Zoho CRM ?
I am following a tutorial from Youtube, it seems that there is a 'Social' tab in Channels set up like this I am using Zoho CRM Enterprise, but I can't find that social tab on my CRM. so how to automatically add Instagram comment/DM to leads module?
Introducing Zoho Recruit's Chatbot
Hello there, We at Zoho Recruit have come up with a solution which lets you find matching jobs for candidates, register them to your portal, and help candidates track their existing applications through a chatbot, Zia. What can Zia do? Find Matching Jobs
Can Candidates choose from different interview dates in Calendar?
Hi guys! I want to send an email to the Candidates with some options so they can choose the date/time for the interview/call (instead of the interviewer setting up the meeting in advance in the calendar). Is there any way to do that? Could you please tell me the steps to follow?
Probability field is behaving in very odd manner
Even though I have not been filling in the probability field, I just noticed that all my deals have a % shown in that field, with apparently random amounts. Any idea what is going on? Again, I have not entered anything so this field should be blank. A
Cannot Recover a group of text i accidentally deleted
I was trying to ungroup a group of text I had recently grouped and it didn't work, I accidentally clicked on the delete button but when I went to recover it, the notes didn't recover and it completely disappeared. Please zoho those notes are very dear
Migrating from Evernote
Why did I get duplicate notes when I migrated from Evernote?
Add sub-tasks option under Main task in to do list
Please add sub-tasks option under main task in TO DO list, I really do not want to switch to some other app
Notebook Web Clipper - auto exits
I keep having the situation where I'm trying to add my own notes to a Notebook Web Clipper Note, but as I type, the Note will randomly close and save. At first I thought maybe I'd accidently hit a keyboard shortcut or a combination of keys had triggered
Pictures keep being deleted and the app constantly crashes.
The pictures stay in the notes but when I press them they are deleted and I can't edit them without re uploading. This is incredibly annoying for longer notes with more pictures I can't keep re adding them over and over again. The app also crashes A LOT.
Organization Parameter in API Calls
Zoho Contracts now supports the multi-org feature where users can be part of multiple organizations. You can now manage contracts across multiple organizations with separate Zoho Contracts accounts for each organization. Users who are part of multiple
zoho contacts (from mail) as a drop down list n zForms
HI all, I want to create a drop downs field on a zForm that will allow me to choose a contact based on my contacts in Zoho mail (not CRM) Can this be done?
Notebook Covers not syncing across devices
Hi. I use notebook on my iPhone with the app, on my MacBook with the app, and also on the web app. I changed many of my notebook covers on my iPhone app. However, the changed covers did not sync/change on my MacBook app nor on the web app. I tried signing
How to prefill a multi-select Zoho CRM field in Zoho Sign template
Greetings, I have a few multi-select fields in Zoho CRM that I woud like to prefill a template in Zoho Sign. Placing a prefill Text field on the template in Sign shows the multi-select field when trying to link fields, but it doesn't populate the box
Upload Bulk CVs
How to upload bulk CVs (more than 10) from parse resume option?
Is there a script to remove/hide Department field from new ticket form and default to our default Department?
We have two departments that handle tickets. BatchMaster and Product Management. BatchMaster is the default and the only department where new tickets should be submitted. Tickets transferred to Product Management should be visible in Help Center but we
contact and company the option for activities to display all the information in one place
Hi In company and contact activities. Besides having 3 options in the TAB> activities> Tasks, events and calls Is there a possibility to have 4th option tab where it includes all 3 options (tasks, events, cal) under one TAB. For the option desktop and
Project template not showing up under templates
Hello. We're just starting out with project templates and faced a wall just at the beginning. We do have a one template we created and wanted to create a project using it. I click on New Project, templates gallery shows up but our template is nowhere
How to record tips from customers in Bookings
I can't find a way to record tips in Bookings. How can this be done?
adding a forum to the sites front end?
Is there a way to add a zoho forum to a sites front end versus just in the customer portal? Scott Turner
Issues with Zoho Trident
Hello, I am having 2 problems using Zoho Trident: 1. I have set Trident as my "default email application". So when I click to "share" a document using email, Trident should automatically open a new email window with the document attached. It's not working,
Bug with dates and toString function?
I'm having a strange bug with my app that happens specifically when applying the toString function to the dates December 30, 2018 or December 31, 2018 the year is changed to 2019. It happens only with those two dates, any other date works fine, anyone else having this problem? It's breaking my app's functionality for today and tomorrow. Try this on any form OnLoad: alert now.toString("YYYY-MM-dd"); I'm getting today's date but with 2019 as year.
Urgent! - Error:7202 - Provided authentication token is invalid.
Hi, Yesterday, our Zoho Creator forms were working fine, but today we are facing an error on the following line: employeeRecords = zoho.people.getRecords("P_Employee",1,200); And the error is the following: {"code":7202,"message":"Provided authentication
Zoho Creator : Paint your records using Canvas Builder!
Dear Creators, We're thrilled to bring you an incredible new feature - the Canvas Builder, the solution that directly addresses the "user experience factor"! This cutting-edge tool is live now, and we are delighted to share how this feature will revolutionize
CRM subforms data in zoho analytics ?
Hi, it seems the subforms data inside a zoho crm module (as in deals for example) is not importing in Zoho analytics. is that correct ? and if so , any roadmap on that feature ?
Folders on the Notebook page
Hi support team, I just imported all my notebooks from evernote. Because there are many notebooks I need to organize them in folders. I cannot find this option. Please help.
Sorting datasets from 3rd party
Hi there, I am getting data from a 3rd party like this: for each supplier in supplierList { listData.add({"name":supplier.getJSON("supplierName"),"sku":supplier.getJSON("supplierSKU"),"stock":supplier.getJSON("stock"),"status":supplier.getJSON("stockStatusText"),"rate":supplier.getJSON("price")});
CUSTOMER / VENDOR Adding
Iam requesting a support for clarifying adding a new customer or new vendor if it is exporter or importer, so how can we do the tax treatment part when we are creating.
Assigning multiple users to customer or workaround
We limit the visibility of transactions and customers so our sales team can only view what they own. As we grow, we will have some of those reps managing others, and the managing reps need to be able to see those customers and transactions so they can
Physical Time Clock
Hello, I am wondering if anyone has any experience with a good physcial time clock that integrates easily with Zoho People. I have looked into CAMS but I am curious to know if there are any other options? Thanks
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