Zoho Assist: Failed to join session: Operation completed successfully
We have a small sample of users where they get the message: Failed to join session due to the following reason: The operation completed successfully. Obviously, this seems like a contradiction - how can it be both? Is there a log we can reference to get
Blacklist Domains
Is it possible to blacklist domains so they are blocked from registering for Zoho Desk or once they've filled out the registration form they are blocked automatically?
Centralized updating of the email templates
I have observed this while setting up workflows for our clients. Whenever we edit an email template in the Library, the workflow/s that the email templates are associated with are not updated. What we do is edit the workflow/s, and re- associate the modified/updated
Zoho Forms Desk Integration
Hello, I'm trying to create a general all purpose form for ticket creation in Zoho Desk. However in integrations you have to select the department to integrate the form. I would like the form to be able to select the department so when the form is submitted
Create template with button
Hello! But with a peculiarity. It has to be a button in a template. This template generates an email that many people will receive. The main function of the button is that any of those people who receive that email, when they press the button, a task
Retrieving Data From Sub Form Of Other Form
Hi All, I would appreciate your help/guidance for the following scenario. 1. There is a "Purchase Order" form where there is a sub form called "PO Detail". 2. "Purchase Order" form have date, party etc. fields whereas "PO Detail" sub form have Item, Quantity,
Free "Zoho Inbound Marketing" online training course
Try our free "Zoho Inbound Marketing" online training course. In this course are more than 22 inbound marketing strategies complete with text and videos. Enroll Here: https://www.zomarketingautomationtraining.com/course/inbound-marketing-with-zoho-m
Free Online Training on Zoho Inbound Marketing Strategies
Try our free "Zoho Inbound Marketing" online training course. In this course are more than 22 inbound marketing strategies complete with text and videos. Enroll Here: https://www.zomarketingautomationtraining.com/course/inbound-marketing-with-zoho-m
Add "Ticket Count" to the active view list
The Desk mobile app doesn't display the ticket count on the active/selected view. You have to open the sidebar and look up for the ticket count for your specific view in there. Please add the ticket count information into the title of the selected view.
License model for technicians in the field
My customer (and it's not the 1st one with this problem) is a company with 5 employees in the office, and 40 technicians in the field. The 5 Office employees would like to use Zoho One because they will use the CRM, Projects, WorkDrive and so on. For
What's new in Bigin - May 2023
Hello Everyone, I hope all of you are doing well. We are pleased to inform you know about some of the recent enhancements in Bigin. Three enhancements have been put in place; in this post, we'll go over each in more detail. #1 Quick Preview Previously,
Editing a section to replicate the changes in the entire site
Hi, I have few sections that are similar in many pages. My website consists of around 100 pages. If I edit the section in one page, I want the changes to show up in all the pages where this section is duplicated. How do I do achieve this. It will be very
Zoho Vault is preventing my browser to save passwords
Hi all, I use Zoho Vault for some work-related domains. Its a great tool. However, what I noticed, is that in my browser (Edge in this case), Zoho Vault extension is preventing the browser to store my passwords as well, which usually are personal-related
Revert to Old Field Value on Approval Rejection
We would like to use approval processes for updates to certain fields. The acceptance would allow the new value to persist, while rejecting the field update should revert it to the previous value. I'm not sure there is a way to do this currently without
Translation Made Easy in Zoho Writer
Hey there, fellow writers! We are thrilled to announce the rollout of one of the most requested features by our users: in-document and in-editor translation in Zoho Writer! With this feature, you can create, format, review, and translate your content,
I can't edit my workflows.
Every time I need to edit a workflow it won't let me. It tells me to contact zoho support. I already did it and the only solution they gave me is to remind me how to freeze and edit a flow (which I always do, but it hasn't worked for a few months). I
How to record stock given on consignment to customer
Hi, I would just like to know the best way to record stock given on consignment to a customer. I thought about just raising a standard invoice to that customer but only when those items that I have given on consignment are sold will those items become payable (so not the whole invoice at once) I need to be able to raise something that will adjust my stock levels accordingly as was thinking of doing a sales order and then converting those items into a bill once the customer sells them but this way
Automatically Create & Close Task from an Email
Is there any way to automatically create and close a Task for an email that has been sent via Bcc Dropbox?
Chrome Browser Extension Flakey
It seems like there was recently an update to the Chrome browser extension for Vault in the last week or so. Now, the extension seems to either deactivate or need an update once or twice a day. It also seems to be exhibiting a behavior that was a problem
Updating Feild by itself and code not working on new line on subform
Hello, I created a subform for recording time then I wrote a code like below but this code is working only for 1. row. When I tried to add new record the code doesn't work. Also the field isn't updating by itself. I have to insert random time first the
Sync/subscribe Google & iCloud calendars into Zoho Calendar
Hi, I'm looking to consolidate 2 calendars into Zoho Calendar so that Zoho Bookings can work off my availability across both. I've added the Google one, but when I try to subscribe to the iCloud one I get an 'Internal Error' message after I've pasted
Reciving 100 notification daily
Hello, I am receiving email notification from Zoho books saying undelivered mail-Expense report not submitted. I have not enabled any notification inside Zoho Books for this How i can disable this ? The emails are as below. From: Zoho Books <no-reply@zohobooks.com>
Unable to unzip Zoho Vault Backup Html
When I double click on the zipped Backup Html file that is sent through email, Windows 11 gives an error that it cannot open the Compressed (zipped) folder. It used to ask for a password to decrypt the file. What can I use to decrypt this zipped fil
Reason 553
Hi i recently renew my domain and I still cant send out email. This is the error message "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Thank you.
Zoho Support
1) Question: Where is the best place to post issues and questions regarding Zoho Apps if we are a Zoho One subscriber with premium support? Here? or in the individual product forums. 2) As a customer it's very hard to manage a list of support issues when
Zoho Cliq not loaded probably
I have a problem with Zoho Cliq on windows 10 (Google Chrome, Microsoft Edge and Cliq App) Cliq not load probably and I have tried to sign out and re-sign in, uninstall Chrome and re-install, tried it on Microsoft Edge, tried to download Cliq app for
Introducing Zia Scores in Zoho CRM
The Zia Scores feature is updated with new enhancements. Refer to the announcement on Zia Scoring automations to learn more. Hello everyone, We have a new feature update for you all! :) Introducing Zia Scoring, another valuable addition to Zia's prediction
Creating, replying to, modifying and merging Desk tickets from Cliq conversations with customers
When we first learned that Zoho has a mobile messaging tool, we did automatically think that it would be awesome to directly convert a chat which includes video and voice parts in it to a ticket in Desk but later we found out that the integration didn't include such revolutionary features. Cliq was just another mobile/desktop communication tool. We want strongly suggest you to include such features as exporting the history of a chat directly into one of your other solutions such as Desk, Project,
IPv4 support with acceptance of IPv6 requests
We know that zoho supports the ipv4 protocol, but it also responds to ipv6 protocol requests and can work without any problem. Is there a link that indicates this technically? A client is requesting it. I need the link that indicates technically about
Zoho Social won't let me send a post for approval
I'm an admin user in Zoho Social, I'm trying to set-up an approval workflow but Zoho Social does not allow me to do it. It prompts me to directly schedule/post it or send it to draft.
Is there any limit for sending e-mails using my own domain with Zoho email ?
Hello, I'm using Zoho free plan and wanted to know what's the daily limit for sending e-mails daily using SMTP. Kindly reply ASAP. Thanks.
Client Portals Setup
I am a Zoho One user. I am trying to set up a Client Portal to a custom domain. However, it won't let me link it to the custom domain. I had a look in the Subscriptions and there is a 'CRM Portal Users Add-on'. Does this need to be purchased to allow
Zoho Analytics Sync Status "In Queue" for so long that import Fails
Currently Zoho Analytics is failing to sync from an AWS source as the process is placed in the status 'In Queue' and remains in that status for so long that the sync fails due to "Taking Too Long". This seems to happen every 7 to 10 days and can last
Adding subform columns while creating a new report component
I have created a form for adding inventory purchases. To add multiple entries, I have created a subform. The form is working fine. However, while creating a new report component it is not allowing me to create a dashboard using subform columns. PL h
Anchor tag in ZOHO Creator HTML Page
Hi, I was trying to add Anchor tag in ZOHO Creator page but it seems it is not working correctly . When I click on anchor link it jumps to the location but instantly the entire page is reloading . That is not something anchor tag should be . It should only jump to specific location not reloading the page. I tried below <a href="#FlightTool">Flight Tool</a> <a name="FlightTool"></a> Did anyone try the same ? Thanks Arfater
Lead Converted & Merged with Contact
Why does the system not allow users to override the values that exist on a Lead and overwrite them with existing data on a Contact when the two records are merged?
Select invoice template on iPad app
Hi, I'm using Zoho Books mobile app on my iPad. I creates an invoice. I can find a way to select a template in the form or in a menu. Where can I find and select an invoice template on the iPad app ? Thanks Regards
Function to automatically replace/rename specific text
Hi, new to Zoho CRM, and hoping the great community can offer some expertise! I am wanting to build a function whereby I can identify specific text strings and automatically replace them with an alternative. e.g. "Mailing Country" field on a Contact.
Formatting and conditional formatting for multiple columns
Dear Zoho, we're building user retention views where large tables have data where we need to color code the background depending on value in a field. We also have to change the data format (to percentage), and set the digits shown (to 1), and then create
Alphabetical Order of Threads within Channels
Hi! We are in the testing phase of using Channels and would like to know if we can sort our threads within a channel alphabetically? Thank you, Candi
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