Domain Mapping
Hi all, I've just created a website using google sites however i have a hard time mapping my domain, I've entered all the values correctly howvwer it keeps saying it cannot be duplicated, please advise
How to configure mega menu ?
Hi , we would like to use the mega menu on our website , same the one used in zoho website, does any one has an idea how to configure the same ?
how can i create a webhook from user interface
How can i create a webhook from user interface without using any Api.
Zoho Desk Extension template: React + TypeScript
Hi, I have just shared a template of a Zoho Desk Extension built with React and TypeScript: https://github.com/wiiisdom/zoho-desk-extension-react-ts I want to share it here, I am pretty sure it can be a nice replacement of `zet init` if you want to have
How to connect Shopify with CRM (please describe step by step)
I want to Connect Shopify website to ZOHO CRM so that when a customer fill up a form from Shopify website then a contact will be created automatically in ZOHO CRM
Quicktime movies
Can I upload quicktime movies from my camera and have other people play them from one of these apps. Vince M
Navigating through the journey of Creating Email Validation for Zoho CRM
For businesses relying on customer relationship management (CRM) systems like Zoho CRM, inefficient processes can lead to significant time wastage, especially when dealing with fake email addresses. In this blog, we'll delve into the thought process,
Forwarded emails go to spam folder
Hello I have Plan Mail Lite When the email is received, it is forwarded to Gmail, it goes to the spam folder, why? (Normally, if we send an email directly, it will not be spam) (dkim spf dmarc is configed)
Update date/time field with current time on page load.
Is it possible to auto-update a date/time field with the current date when a page is loaded, using a client script? The reason for my question is that I want to calculate the number of hours that have passed since the last modification of the record.
Unable to send message; reason: 553 Relaying disallowed. Invalid Domain
How do I fix this error? Any help would be greatly appreciated
Best way to clear the response due date in deluge?
When trying to reset the response due date to empty programmatically, I get an internal server error The format works for resetting the due date but not the response due date, is there a specific format I need to use for response due date instead?
Leads, Potentials, Contacts, Accounts - Best Practices?
I'm wondering how people are using Zoho CRM to manage their Leads, Contacts, and Accounts. Here is the approach that seems logical to me (below), but Zoho CRM doesn't seem to be built for this process. Leads - I add all names of any new people that I
Universal links - Bigin - iOS
Hi everyone! In the most recent update of the iOS(v1.8.4) version of the Bigin mobile app, we have introduced support for Universal links. With 'Universal Links', Bigin offers a seamless and efficient way for you to navigate directly to specific sections
How to Get Global picklist (Global Set) values from API V5
I am working on a project and I need to validate values before updating accounts in zoho CRM. For regular picklists I am able to obtain the values using the fields API but for the fields that are using global sets I still get the original values from
How to delete a customer's information to comply with CCPA
We use Zoho CRM integrated into Zoho Books (included in our Zoho One subscription). Customers are onboarded through a sales process in CRM, and we use the Zoho-provided app link to move the accounts and contacts into Zoho books when an Estimate is created
Merging multiple data tables
Hello, I have 2 data tables that I need to merge and present a unique table or report. Problem is that tables don't have the same number of columns, and some column are common to both table. I don't see how I can achieve that. I thought about using UNION,
Introducing Dynamic Array Formulas to Zoho Sheet
We're happy to announce that Zoho Sheet has opened up the new dynamic array formulas to all our users! The addition of dynamic array functionality will make your spreadsheets and the formulas you use in them a lot simpler, while at the same time making
How to send mass email using Deals module + contact data
Hi. we are using our deals module for recording which client has a membership with us. So most of the info are in the contact module but the "membership status" is in the deals module. If I want to send an email to all our paying customers (which I can
CV upload
Is it possible to bulk upload CV's?
Update data in form fields from a database
Hello, I am working on a solution where I need to create a form and some of the fields in the form need to be populated with data dynamically. For example, for a stock room form. The user needs to be able to select the item part number that he is selecting
Addresses and Credit Cards?
Is there no way to easily add the ability to have Zoho fill in credit card and address/phone info? This is basically a deal killer for me if it can't fill in the typical fields on a payment form. Thanks.
Zoho Teaminbox and Zoho CRM
Hi, I see you have a new feature to associate emails in teaminbox to crm in a related list https://www.zoho.com/teaminbox/whats-new.html I would be great if you could add a picker in teaminbox so teaminbox users could manually associate an email thread
554 5.7.1 <admin@contractingbygsc.com>: Relay access denied
Hello, Im having issues with sending and receiving emails through Zoho Mail. Domain is contractingbygsc.com. At times im able to send mail (was able to send twice only) and at times i can receive the email (which was once). I tried sending from my personal
How to Format style of Drop Down Fields
I have a form with a transparent container. I have a drop down field. There seems to be no way to format the style of the drop down. It's current showing very light text on white background which is very hard to see. Any ideas?
A much awaited enhancement to our Client Portal
We are thrilled to introduce the latest enhancement to our client portal: the Jobs module, a dedicated feature designed exclusively for your valued clients. Let's delve into the key features that make this module a game-changer for you: Effortless job
Pricebook pricing for Products
How do you export a report/list of pricebook pricing for products? I have tried to figure this out in both the CRM and Analytics. We have special pricing for certain customers and need to print a list with our products and the pricebook pricing, not MSRP
How to Get a List of Radio Button Options or the Index of Selected Radio Button Option in Deluge
Hi, I have a list of radio button questions, each having 3 unique (texts are different) options. For example: Question 1: - This is an answer - Well this is another answer - You could also choose this answer I want to assign scores for each option as
Wildcard domain blocking
A recent influx of spam mail from various OnMicrosoft domains (<random letters>.onmicrosoft.com) have begun reaching my users. To attempt to block this, I created an Email Restriction to block incoming mail from the domain onmicrosoft.com (Understanding
long decimal in dashboard report
My summary sale order dashboard had long decimal how can i fix it
User access restrictions - want users to only see their assigned leads
Is it possible to set up user access so that a user can only see his/her own assigned leads and not all leads. If so how is this done and what edition is this available in?
Resend mass email to lead who are in "Sent" status
Hello, I've send a mass email to 50 leads belonging to a custom view. Then I created a custom report and I've seen 18 leads didn't open the email. As I'd like to send them a last reminder using mass email, how can I filter the leads based on email subject
Creating a request for authorization token in code
Hello, I am trying to create a request in my application code to get the authorization code from Zoho CRM. I have tried to register my application with client-based, server-based and self client as well. But I am unable to grab the authorization code
Enable inventory tracking in zoho books
I am trying to enable inventory tracking in zoho books. I have watched every video I can find including ones put out by zoho and they all say the same thing...Settings -> Preferences -> Items and click the check box to enable. however when I got to settings->Preferences->Items
Help! Trying to update Account Module via website in Javascript, and its creating a new entry
Hi there, We are using Javascript on our website and trying to update a record in the Account module when someone updates their business details. Our code is as follows: const updateZohoAccountForClientUser = tryCatchWrapper( async (userId: string) =>
Creating Sub Tasks in Projects Using Deluge
Hi I would like to create sub tasks in Zoho Creator. Aside from using the API, is there any way to do this in deluge? It's an integration from Zoho Creator, so using deluge seems like the straightest way to do it. Thanks
how do I add group calendars to caldav sync
Hello, I am able to use and sync my zoho calendar with my mobile and desktop clients. However, when I go to calendar settings, only my personal calendar shows up as an option to sync. How do I get my team calendar to be accessible for my mobile and desktop client?
Some ideas for imporvements in Zoho Books
I've just started using Zoho Books (transitioning from QuickBooks) and it's a very nice platform. In using it there are a few things that I have found that would be useful to me. 1. In Customer -> Transactions tab - it would be nice to have a standard
Monthly Release Round-up - November 2023
Hello everyone, We are happy to share a quick overview of all the features and enhancements that were released last month. Search tickets in My Area using views and custom filters My Area in Help Center is one place where customers can view all the tickets
constant message " your username or password is incorrect"
I continue to get the above message from both my iphone and my windows live mail account, it comes and goes all the time, I have checked my un/pw and both are correct. Basically, lets use my iphone for an example, if I open the mail it automatically checks for new mail, sometimes all is good others I get the message, if I get the message a few minutes later the mail will just show up and I get no errors
MX Records Issue
Dear Zoho Team, According to the steps I updated all the records but still it is showing mx record is not updated, all other records are updated. you also shared a link to cross check from zoho tools, mx records are updated there. kindly verify these
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