Cannot login
I have a user who cannot login. He appears to be in a loop while logging in. From his PC he open Zoho Books is prompted for his user name. He enters his username then get a message to "Verify Push Notification". However he never receives a notification
Zoho Mail mobile app - Expanding and Collapsing folders
Hello All, We have kickstarted the month of September with an eye-catching update in our Zoho Mail mobile app. In our recent update, we have released a UI related feature which a lot of you, our users, have requested for - 'Expanding and Collapsing folders'. Scrolling through a huge list of folders to check for emails within a particular folder can be time-consuming. You can now easily access your emails by expanding or collapsing the folders in the Zoho Mail app. You can expand the folders by
Card Payment is adding to the negative running balance
Hello, For some reason when in banking and trying to categorize a credit card payment it shows the deposit in the deposit column but subtracts from the running balance rather than adding a credit. For instance... It shows a running balance of $-4000.00,
Attach 1 client contact to multiple clients
How can I attach 1 client contact to multiple clients? At this time the only way I can see to do it now is to create multiple entries for the client (however, not being able to add their email address as it's already in use). Please clarify.
ENABLING VENDOR LIST AND CUSTOMER LIST IN ZOHOO MANUAL JOURNEl;
Dear Zohoo Team, When we are posting the manual Journal FOR AR and AP in Zooho the below error shows in the system, Kindly enable AR and AP in the manual journal as we have many adjustment entries related to vendor and customer Accounts Receivables or
Lead conversion to custom module
I have been searching and can't find how to convert a lead to a custom module. Serious question. Zoho has been around for what seems like 10 years. How the heck is this not a supported feature? The only thing I can find is writing some custom scripts to accomplish this. Is that accurate? If so, my question stands.
Recruit SMS Unsubscribe
Why is their an option to have an "email opt out" in Recruit but not for SMS? With all the new laws we need to be able to give people the option to opt out of SMS and then ensure they are not messaged again
New server on website
Dear help center, i did an upgrade in sitegroud with new server, but i don't receive any email from the website when i receive an order. I can receive email directly (email to email) or by contact form to my email. Could you help me to understand where
API - Customer and Invoice Custom fields and posting payments
Custom Fields-Is there an API method to retrieve the 10 custom fields in the customer and invoice tables? These can be upload via CSV import, but I did not see a way to access them GET or POST via the API. [This is separate from the 3 custom fields for the customer that are part of the API Customer Detail] Payments- Within the UI you can create a credit by entering a payment and not posting the full amount against an invoice, but I could not find an API method to create a credit. POST ing a payment
Can I disable Double Opt In for Forms or API?
I am used to allowing my subscribers to fill in the form and then be added to the list. Is there a way to remove the double optin? I would prefer to use the built in forms but would also be fine using the api if it allowed such a thing. Does this code in the forms apply to disabling the optin: _setOptin(false I include unsubscribe links in all the autoresponders.
Free Webinar Alert! Hassle free migration from major email service providers!
Hello Community, If you're still using a different email service provider and looking forward to migrate to a more secure email solution, grab this opportunity to get to know about the hassle free migration from major providers to Zoho Mail. Click here,
Filter group
Good afternoon, I would like to know if it is possible to create groups of filters. For example, offering users an "English traffic" dashboard filter, corresponding to the addition of several unique filters from several fields or even do tables
How to save a list in organization variable in Zoho CRM?
I have tried to read this documentation about setting organization variable. I set this code in deluge function // create a list listVar=list(); listVar.add("Harry"); listVar.add("Charles"); // save the list to org variable valueMap = Map(); valueMap.put("apiname","myList");
How can I replace a file I've attached to a Desk Ticket?
I usually add a Word or Excel file to a Desk Ticket that has more detailed information. I sometimes update that file. But I cannot find where to replace or delete the first file I've attached to the ticket.
Voting in Community Forums?
Is there a way or is it planned to have a voting option in the community forums of Desk? I currently have a "Requests" section of the forum where customers can add software requests or ideas. It would be great if other users could "vote" on the request
postUrl, getURL & 'SocketTimeoutException error
Hi all, suddenly on Thursday/Friday last week, I started to get the following error on all my calls to an external service using both the getUrl & postUrl (separate functions): Failed to execute function Time out : 'SocketTimeoutException' the service
Very Slow uploading files via API to external server - invokeurl
Hello! I developed my own function to upload the related files on a lead via API using invokeurl. If I upload a file bigger than 80 kbytes sometimes it returns a timeout and sometimes ir works. Seems to be a uploading speed problem. I have tested it using
Recommendations for Zoho Books Consultants in Australia
Can anyone recommend a good Zoho Books (business) consultant in Australia? We've spoken to lots of technical companies who can write software, but we're struggling to find a good business consultant who's actually implemented Zoho Books (with Inventory)
IMAP and CalDAV not working
Good afternoon, I cannot seem to get the IMAP en CalDAV integration working. I followed the guide on https://www.zoho.com/mail/help/outlook-mac-imap-access.html but all I get is "Unable to verify account name or password". Imap is enabled in my account
Free webinar: Digital signatures can reduce employee friction, increase customer experience in a hybrid work world
Workers can't meet customer needs without the resources to do so. Yet according to a 2023 Forrester survey of knowledge workers around the globe, just 26% strongly agree their organizations' leaders give employees the resources they need to consistently
Introducing Customization in Unsubscribe page
Hello Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
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Closing all tabs quickly!
Hi, I wanted to throw out an idea for a small quality-of-life change. One small issue that I run into regularly is that if I have many tabs open, it becomes sort of a pain to close them all quickly because even on the left-most email tab, the "x" button
Flummoxed by inability to import personal contacts for mail
Something that should be super simple isn't. I have my current contacts in Apple Contacts and want to sync them over to Zoho email. The docs mention the Contacts app and Zoho Contacts which as far as I can tell are not in the current interface. I must
【Zoho CRM】ホーム画面、設定のコピーに関するアップデート：権限単位でのホーム画面の共有など
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、ホーム画面と設定のコピーに関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】ホーム画面、設定のコピーに関するアップデートのお知らせ
Copy value to a different module
We try to autofill a field in the contacts module named Campagne_taal_3. the information schould be coming from the field Campagne_taal in the Accounts module. Is there a script for this task? thanks in advance.
What's New in Zoho Inventory - July 2023
Hello users, As we step into the second half of the year, we are back with another set of updates that will make your inventory management a breeze! Let's take a quick look at what's new this July. New Allocation Methods for Landed Cost Introducing two
1mb Zoho Campaign Image limit/Support Issues
This is a ridiculous limitation. I need to use images larger than 1mb and I just can't? As soon as I can convince my supervisor, we will not use any company that ties that hands of its customers like this. Let's not get into the fact that I have a serious
What is Contact Email in Email Alerts?
Hi All, I am trying to create Email alerts and there is a field 'Email Recipients". Now I want to trigger email alerts to the customers. I can see below options, where I believe Contact Email is the client contact email. is that correct? Reason I am asking
WorkDrive Extension for Zoho CRM stopped working - Problem with Reinstall
Hi Everyone, For some unknown reason my WorkDrive Extension for integrating Zoho Crm stopped working. Basically I was unable to create any folders from within the CRM related list. This problem extended to even a new lead created, so effectively the link
TIPS AND TRICKS #11 - Domain authentication
Emails sent can sometimes land in your recipient’s spam folder or bounce. This happens when the email address in the From field of an email belongs to a domain that does not have SPF and DKIM records. In order to prevent this in Zoho Invoice, you should
Zoho Voice and Zoho CRM integration
So, I created the connection between zohoCRM and ZohoVoice, I gave the Scope Value : ZohoVoice.sms.ALL permissions. And I went ahead and created a test function in CRM in order to test the sendBulk sms and keep getting error: "{"code":"ZVT010","message":"Extra
Issues with Zoho Voice Product/Functionality
We have attempted to integrate ZOHO Voice with ZOHO CRM, and it doesn't work as we had hoped. Until the below items are addressed but the Zoho Voice team, this product is not usable for our organization. 1. Call Recording - You cannot remove the introduction
Every time I post to Instagram through Zoho, Instagram sees it as suspicious activity and forces me to reset my password
Every time I post to Instagram through Zoho, Instagram sees it as suspicious activity and forces me to reset my password. I'm still in my free trial and I'd like to move over to Zoho from Hootsuite, but this is a major blocker. What can be done to fix
"Add Call Details" to ended state call? Zoho voice ZDialer to Zoho CRM
Hi I'm using Zoho voice ZDialer from the Zoho CRM to log prospect calls. Currently when calls are placed there's no 'add call details'. All we see are a plain text 'description' field or 'Followup action' in the end state call dialogue. Is there an option
Deal Merge Tags in Zoho Campaigns
Hey there, We are trying to find the best workflow for our Quote Sent Follow Up Campaign that is associated with 'Deals' in the CRM. Why can't we add deal merge tags in Zoho Campagins? Is there a work around to this? Thanks in advance.
How to resume Zepto mail agent which was shutdown
Enable to resume the zepto mail agent, Can you please help me how to start.
How to "Send with Zoho Sign" to a specific Contact Role
We use Contact Roles for Deals. A Deal's main Contact might be different than a Customer's authorized contract signer/decision maker. I want to use Send with Zoho Sign and send only to a specific Contact Role. If the Contact Role does not exist for a
Custom Button to Update a picklist field
Hi there, I'm trying to create a custom button that will update a picklist field. It's giving me the return message but not updating the field. Any idea on what's wrong? I'm currently using this code: mp = Map(); mp.put(CustomerStage,"Churned"); updateRec
Edit Email Subject when Replying/Forwarding Only
It would be very beneficial to be able to change the email subject when replying/forwarding an email from a ticket, but NOT the actual ticket subject. Leaving the Zoho ticket in the subject is fine. Maybe have the option to create a "New Email Thread"
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