Deleting folders in Email
Hi there I have done a POP3 integration into Zoho and have created a couple of folders within the email section. How do I delete a folder? I cannot seem to find how to do that after much searching. Appreciate some help! Nicola
Multi-Select Lookup can not be used for Views and Reports.
Hi, While working on a project, I tried adding a multi-select lookup field to a specific custom view and saw that it didn't appear. In comparison, a standard lookup field worked just fine, which didn't make sense as to why one should work over the other.
Videos to explain what is going on here..
Is there a great resource/library of videos for Zoho Mail? It's complex. The youtube channel is not organized properly and the videos do not explain all of the functions and features. Why is the documentation and video coverage so poor for this product?
Testing Zoho Projects
I need to understand the Zoho Projects
"On hold" Status missing
Hello, My colleagues and I are facing a weird issue: from one day to another, we cannot see the status "On hold" anymore in any of our projects (nor in the KANBAN, nor when we create a new task). Also, all the tickets that were "On hold" have dissapeared.
Cleanup of inactive verified domains
Greetings from the Zoho Accounts team! We are bringing a new addition to our existing domain cleanup process. We already have a domain cleanup process for unverified domains, which happens after 90 days. We are extending it to inactive verified domains
Zoho ads unwanted HTML code to our HTML templates
Hi! We have created our custom HTML Mail templates with Verdana as default font and a font size from 10pt. Our global default font is Verdana. So far so good, and as soon I add my code save it and reopen it there is allways place this div element on the
Layout changes not taking affect
I have changed the layout for my contacts & for my leads details pages and the changes are not transferring. i've tried changing browsers, deleting cache, and restarting browsers but nothing helps. Earlier today i also noticed my calendar was one day
I cannot register email address using my own domain
I had previously registered admin@mydomain.com a few days ago on Zoho Mail, but then changed my mind and decided to use Proton. I then impulsively deleted my entire Zoho account. But later, I discovered Zoho forms and created a Zoho account again. I thought
about function in Professional Plan
Hi, I want to use ‘Professional Plan’, currently I am in trial version. and from the documentation, it is said that I can add ‘function’ extension up to 20000 credits/day/org I am sorry but I have 4 questions: 1. is this the ‘function’ feature so I can
Missing refresh token in respose (Zoho-CRM V2 API)
I am facing an issue in which I don't get any refresh token. You can reproduce it as- 1. Create a developer app in https://accounts.zoho.com/developerconsole 2. Use generated client id and client secret and after entering username, password click on the accept button to get the 'code'. 3. Use code to generate access token and refresh token. This time you will get response as "{ "access_token": "{access_token}", "refresh_token": "{refresh_token}", "expires_in_sec": 3600, "api_domain": "https://www.zohoapis.com",
why does it says "Account is not active" when I came back after an 1 hour of using it?
My account says it's inactive when I have been using it every single day. I just took an hour break then when I came back it says "Account is not Active" how did that happen? How can I reactivate my account? I am not doing any illegal stuff in that account
Search all records API
Hi Zoho Desk Team Using the search all records API "https://desk.zoho.com/api/v1/tickets/search?limit=100&_all" If I remove the "limit=100" records that will be fetched is only 10, and by reading the documentation the limit to search records is only up
Invoice Import Issues
Hello, I am trying to import customer invoices for customers that have the same first and last name but cannot do this with the current ZoHo functionality. I can see that the API provides us the ability to give a customer ID when importing an invoice; however, the standard import functionality will only give us a CSV file field composing of only a first and last name and not something discriminating such as a date of birth or another unique identifier. This is also the issue when trying to import
Support Hub Display Preferences for End Users
It would be great if end users could select their default filters for viewing tickets. We've had users wonder why they can't see any tickets and that's because it defaults to Open and My Tickets. I see the benefit of keeping it clean but it would be nice
how to change Contact record owner using Deluge Function?
let say I have CONTACT_ID (the ID of the record) and also USER_ID ( the new owner ID), I want to change the owner of that record programmatically using Zoho CRM function (Deluge). I am confused what method do I have to use, I have tried to use the code
Zoho MX Records are pointed but showing Error
We have added Zoho MX records on Domain DNS but it shows as Unverified. Now we are able to send mail but when anyone send mails then its not coming to zoho mails. We have setup this account 5 hours back only. Here showing MX Records are pointed but also
How to easily monitor spam folder on 7 email accounts
We switched to Zoho mail a few months ago. Mostly it is great for us. I find that every day, about 10 real customer email replies end up in our spam folders. I can't add our customers to whitelist because we get 100 new ones every day and we have about
Problem faced in integration
Wet want to integrate Invoices and credit notes of Zoho books with WooCommerce via Zoho flow but it didn't work because it wants a Customer ID mandotory but there is no customer ID mention in Zoho Books and WooCommerce invoices and credit notes so tell
How to deactivate multiple currencies in CRM?
Hi, I activated multiple currencies - how to deactivate it?
【Zoho CRM】ユーザー項目に関するアップデート：役職や所属しているユーザーグループに関するフィルターの適用など
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、Zoho CRM にて、次の機能がアップデートされました。 ① ユーザー項目：役職や所属しているユーザーグループに関するフィルターの適用 ② ユーザー詳細画面：所属しているグループの表示 詳細はこちらのFAQをご参照ください。
Client Side Lookup Field Auto-Populate
Hi There, I am trying to auto-populate four fields (First_Name, Last_Name, Email, Phone) in the Leads module from a lookup field connected to the contacts module. Event Type: Field Event Field: Existing Client Event: onChange I've fetched the contact
Copying deal from one pipeline to another after reaching Closed Won.
Hello, I'm new to Zoho so I appreciate your help. I'm trying to figure out the best way to duplicate deals, and their associated values, from our Sales Pipeline to our Customer Success Pipeline after they have reached the stage "Closed Won". Any advice
How to make lead source appear automatically, when new contact appears in the system
Good day! Need help. Where should I state parameters for Lead source, so this information appears automatically after new contact appears in Zoho CRM.
Free Webinar Alert! Grab this chance to know how you can efficiently manage your inbox in Zoho Mail
Hello Community, We're excited to announce the free webinar to Enhance your Emailing Experience. Click here, to register! Attend this webinar to learn more about efficiently managing your inbox.
Add New Column for New Field [Priority] in Priority Mode View
Hi Team, Wanted to know if I can add the new filed [Critical] that I created for order of priority in the Priority Mode view as shown below: Any help would be great!
New contact not showing up on search or in Edit Ticket
Created new contact and submit. Open existing ticket to change the contact information to the one I just created. name of contact is not showing up on list, searched name of contact on contact center, no results. Tried to create the contact again, zoho says it already exist and shows on the duplicate contact bar on right the contact i previously created. No search result in different ways i.e. by name, by email address, by first name, by last name
Need option to attach documents while sending Invoices to customers
Hi Team, Please give option to attach Delivery Note and Packing Slip while sending Invoices to customers in zoho books.
Spam Filtering By Domain
Hello, My organization is using Zoho Desk, and we're getting tens of emails from various email addresses within a single domain. I want to filter out all emails from this domain into the spam folder. Is there any procedure I can do to make this change?
Is Zoho Wiki part of Zoho One?
Is Zoho Wiki part of Zoho One?
How can I push data from a Zoho Form field to the Notes (CRM)?
For instance, push data from a freeform text box in a Zoho Form, for example, "How did you hear about us" in the form to the Notes area of the CRM record. Is it possible? Please suggest way(s) to do it, if yes. Thanks.
Auto Populate without Submit
Is it possible to auto populate fields from a lookup field without hitting submit? I am working with two modules: leads & contacts Leads module I have a contact lookup field called 'Existing Client' and I have contact information fields. If Existing Client
Is there a way to add a negative unbilled charge for a cancellation mid month?
Is it possible to add any sort of refund billing to invoices when working with deactivations in the middle of a billing cycle? Currently we use a lot of automation for our billing, and one issue is dealing with customers who cancel mid month, we want
Flow between Zoho People and Zoho Creator
I have a roster of employees in my organization within a report in a Creator app that I built. What I'd like to do is set up a flow that will update employee fields in Creator when that corresponding field is changed in the employees folder in Zoho People.
Merge Tags for Shopping Cart ID & Link
Hi there, We are an ecommerce business and I am creating an email sequence in Zoho Campaign automations for when after a quote is sent - a follow up campaign that will include their Cart ID & Cart Link to remind them to purchase. We use BigCommerce as
SalesIQ weekly report always shows same top three pages
I get the same three pages on each weekly report. The code was installed on each page and I know for a fact that the Form337 is not the top page visited.
Zoho Campaign Deals
Hey there, I have been trying to sync my deal module into Zoho Campaigns. My Zoho CRM is already synced with the leads module but when I go to add another sync for "Deals" it does not show up even though it is in my CRM. (See the screenshots attached)
IMAP Access Blocked
It appears that my account no longer allows mail access via IMAP. I can authenticate on the SMTP server just fine, but IMAP always fails. I have two factor authentication turned on, and am using a app specific password. I have tried multiple mail clients (apple mail and airmail), and none of them can authenticate via IMAP. From looking in the forums it appears that when certain unspecified limits have been reached, IMAP access is blocked. Can you please unblock my account? Jared
Zoho Developer Console: How to add developer access
How can I give my developer access to my Zoho Developer Application? I know how to add a developer via Zoho One and/or Zoho Creator, but I cannot do the same thing for the Developer Console...Any ideas? *This documentation was not accurate: https://
Translation of one field
Hi, I can't find the way to translate one field. It's "Choose File". Everything else is fine. I was able to translate a couple of error messages (why 80% of the error message are fine but 20% are in the wrong langage!?) but can't find a way to change
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