K-12th School - Email a list of Student's Parents
Hello, I have a challenge for the Zoho Masters! We have a K-12th grade school. We have Prospective Students, Enrolled Students, and Parents/Guardians. We gather the date of birth for all prospective students, and we want to generate a list of students,
How to add linked records to a subform?
Hello, I do have a custom module "Subscriptions" and I want to add every single invoice that is attached to a subscription to a subform. So every subscription contains several invoices. Each invoice will be added to the subscription after the subscription
Currency Format Changed
Recently I noticed that Zoho CRM currency settings has been changed. Upon my inquiry to the support team, they told that these are backend changes and are applied to everyone and cannot be changed. Even the customization option isn't helping. It used
Candidate Review form - Photo
Hi, We would love to add a photo to the Candidate review form. Is there a way to do this? Miriam
Migrating from Microsoft Teams (updated)
If you are a Microsoft Teams user, you probably heard about how Microsoft Teams has retired its free plan which makes it necessary for users to find alternative solutions, like Zoho Cliq for team communication and collaboration. One of the key benefits
[Upcoming Webinar] Driving product usage and growing revenue using embedded analytics
Hi there! Today, we're seeing a growing importance for contextual analytics, as software vendors rapidly leverage embedded analytics as a key business competency. By providing deep analytical capabilities in traditional workflows, software providers are
Zoho Campaigns' YouTube channel
Hello, everyone! We are excited to announce that Zoho Campaigns has launched a YouTube channel! This channel will be dedicated to bringing you engaging and informative content related to the product and email marketing in general. Our team has worked
Dashboard is now supported in the latest version of the Zoho Projects mobile iOS app.
Hello All, In the latest version of the Zoho Projects iOS mobile app (v3.6.6), we have brought in support for 'Dashboards'. Users can view the project overview with neat and elegant dashboard widgets. Task status, Bug status, Milestone status, Weekly
Two person form fill out
Hi, we are looking to create an online form that may require two people to complete at once, for example a husband and wife. We'd like to include multiple yes or no check box questions but rather than duplicating the question, is there anyway we can have
Time spent field
Good day, Does anybody know what happed to "time Spent" field, It is critical you out business to track time per ticket and per tech. today we tried creating a new report and find the field "time spent" is missing, I'm I missing something HELP... Thanks
Zoho bookings authentication
Hello good afternoon, I am new to zoho and I currently have a web page in which I have my zoho reservations in an inframe, which has a login with email and password. I want some guidance on how to automatically enter reservations with my website credentials
Is it possible to redact fields after signing?
We sometimes send contracts that have a place for clients to leave sensitive information like social security numbers or credit card numbers. Is there a way to redact these fields after they are filled in by the signer?
How to trigger a workflow when a comment will be add on zoho books portal
How to trigger a workflow inside Zoho books when a comment will be add on the Zoho books portal. Thanks & Regards Piyush Goyal
Item importing errors
hi team Please need your support i got an issue while i tried to import items to the Sys . It shows the below error even though I used the same data sample file in zoho inventory nothing is being changed still i couldn't import it. I appreciate your soonest
How can I use IF null for a date field in a formula?
I have the following calculation in a formula field: 40-((Datecomp(${Matching.Due Date},Now()))/10080) Can someone help me to modify it so that the formula only calculates when ${Matching.Due Date} is NOT empty and ${Matching.Delivery Date} IS empty?
Greylist: Repeated greylisting of legitimate internal and external mail addresses
Dear community! Unfortunately, again and again mail addresses are put on the greylist, which are absolutely necessary and serious. Even the super admin mail address was put on the greylist. As a result, mailalerts and other notifications can no longer
Unable to verify email
I have registered a new (free) account. It is impossible to verify my new email. I have tried over 20 times now. I get the OTP code, eventually, but it has always expired before I get it. Hopeless.
How to delete a site in Zoho sites?
I want to delete a sites from my zoho sites account, but i don't see any option.
Cannot send emails to yahoo.com
Hello, I got the error message below whenever I tried to send emails to someone registered at yahoo.com. Everything was good until a few days ago this happened. Any idea how I can solve this? Thank you in advance. Here is the error message that I got
Unabte to create report using single time spent
Hello,I'm using Zoho desl Profession. I'm not able to create reports using time spent (hoursspet+minutes spent)detail of each single time entry . Only total time spent is available....but I need time spent of each sing time entry.
Is there something like Logfiles in Projects?
Hi Guys, we are thinking how to do easy access rules to employes in projects. At the end we need to give them more access than we want (or its too many mouse clicks in individual rights) . My question: is there any logfiles where we can see, which user
Concerns with Spell Check Functionality on Zillum Plan's Windows and Web Mail Client
Have you encountered any issues with the spell check function on your Zillum plan, specifically on the Windows or Web mail client? Despite attempting to use the function manually, neither you nor your spouse have seen any red squiggly lines indicating
Unable to send message;Reason:554 5.5.3 Mail Policy violation : Too many recipients.
I have two paid domains and hosting from Zoho. I have permission from the district to send out fundraising proposals to all the public schools in the area. I'm sending about 100 something emails at one time, but it's not letting me send them. Please,
In Queue
Hi, every one. I have watch on my sent mails, and in some of the watch is being for the last two days. What does it mean? What kind of Queue? Should I think that the e-mail still somewhere on the road to my recipient? Thank you. In Queue Email is in queue, waiting to be processed.
spf-records Error
Hi , I recently schedule an email campaign but it got canceled due to maximum hard bounce for following error : Received-SPF: pass (zoho.com: transitioning domain of does not designate 192.168.10.3 as permitted sender) client-ip=192.168.10.3; envelope-from=; helo=sendera2.zcsend.net; Authentication-Results: mx.zoho.com; can anyone help me resolve the issue. so that my emails doesn't get hard-bounce.
Unable to verify account name or password
Hi there - Using Mac Mail client I can't seem to verify my Zoho account. The account works fine with iPhone but not Mail on the Mac. Can you please let me know what I should do? I am using Exchange to add the mail account. Many thanks, Skye
Calendar events change to 2 day events or more
calendar events issues- we are finding calendar events are being changed to all day events lasting for days one end - the year 2076. happening with a lot of my consultants calendars.
Setup Social Media Widgets once for all campaigns
I can't find any way to save my Facebook, LinkedIn etc social media widget settings such that they are automatically setup for each campaign. I have to enter them again for each new campaign. Am I missing something? Is there a better way?
Bulk Updating my Items, Help Plz
lets say I have 100 Products uploaded in my Item list now I want to bulk update those item, one field I want to bulk update, lets say Item Name and another field is SKU, I want to change the item names and SKU in Bulk when I try to update through csv
Bookings - Edit customer information
It would be great if the customer information entered into Zoho Bookings could be edited if there was an error. Case: A customer created an entry, but typed the wrong email address. All notifications, updates, etc will go to nowhere because it is the
Price of an item
Can we freeze the prize of an item so that it cannot be changed at the time of making a sales order or an invoice. Nitin
Zoho Recruit + Calendly - Update Email Templates from plug in
Is it possible for me to update the Calendly e-mail templates from the plug in? Or is this standard? It says I cannot edit the templates because they are from a plug in. I also can't turn them off or change the workflows.
Error with Zoho Desk Search API
Hello, We have a function that uses a deluge task to search Zoho Desk for a particular contact. This function fails whenever triggered by the workflow and/or blueprint (we've tried both), but when we manually run the same record ID through the function
How to create a field "Time credit" in accounts?
Hello, My problem: All our accounts ( customers ) have time credit that we had to them for exemple we can had 1 day, or 1/2 day on their time credit. In "Cases" every case have a field "Duration in minutes" I want to create a field "Time credit" in Accounts
【ZohoAnalyticsの質問】複合グラフでの2軸のグラフ作成または別手段の表現方法について
現在ZohoCRM、ZohoCampaignsで管理している2つのデータについて、 相関関係があるかをZohoAnalyticsの複合グラフで表現したく苦戦しています。 データは下記のような2つのものになります。 1．母数が1,000～100,000になるCampaignsのメール配信数 2．母数が1～100ほどになるCRMで管理しているコンバージョン数 Campaignsでメールを配信した後にCRMのコンバージョンが伸びるので、 それを複合グラフで表現することで配信後どれくらいの期間コンバージョンが増えるのかや、
Best way to create a Typeform style form witin Creator?
Hi, Seeking opinions on the following, I am wanting to create an experience within creator, which is similar to a https://www.typeform.com/forms/ style whereby each page/question is unique in its design. What would be the best way of portraying this within
Generate grant token programatically (HTTP REST)
We are trying to build an integration with Zoho Books. I am able to make it all work manually, but now trying to wrap it all up to an automated process and I am stuck at being able to retrieve the grant token. To documentation states to redirect to the URL, but our process will have ZERO human intervention. I need to be able to make an automated HTTP request to the URL and extract the "code". Does anyone know of a way to do this? Why did Zoho do things so backwards and non-standard with this? Why
Zoho Connect API: How to List Tasks of Board or Section in Board
Hi, took a look at the Zoho Connect API. Couldn't find a way to list all the tasks of a board or of a section: https://www.zoho.com/connect/api/get-board-sections.html This is an essential functionality - How to do that? BR
Getting stats from Zoho CRM
Hi, I run a landscaping business and I track all of my quotes through Zoho CRM. I would like to start pulling stats from the info I have on the CRM, such as: Enquiries per month/quarter/year Jobs won per month/quarter/year Value of jobs won per month/quarter/year
Import Sales Orders
Why cant I import sales orders? Surely this is just as much a part of CRM migration as the Potential entity? Thanks Andrew
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