A List of The Field Formats Supported by Zoho SalesIQ
If you use a form which is made by a non-zoho product, a list below would be useful. I share you a list of the field formats supported by Zoho SalesIQ below, because if you want to take a data from your form to SalesIQ collectly, you have to edit a field
Combination Line and Bar Chart?
This very basic report option still isn't available. A year ago, this was "one of the most requested feature by our customer." Will we ever see this new reporting option? https://help.zoho.com/portal/en/community/topic/additional-graph-options
E-Mail Erstattung Aufwendung: Übersetzung "Reimbursement Date" ins Deutsche
Wenn die Erstattung einer Aufwendung erfolgt, dann sendet Expense eine E-Mail (in Deutsch) an den Benutzer mit einem Englischen Wort "Reimbursement Date". Bitte ins Deutsche übersetzen!
Zoho Desk - Modify/Customize ticket priorities
Hi, We just started integrating Zoho Desk on our daily workaround and we want to have our own ticket priorities. How can we modify or change the value of the Ticket Priorities? We want to add and modify these default values in order to facilitate the
Schedule Report is creating a ticket in Zoho Desk
Scheduled Report is creating a ticket in Zoho Desk, is there a way to disable this? The thing is that whenever a scheduled report is being sent a Zoho Desk ticket is created. Are we missing something here?
Setting the Team Icons
Is it possible to set an icon for a team? This would be helpful with Data Sharing and being able to easily differentiate the teams based on colored icons or custom icons. @Zoho - i accidentally posted this with my test account and realized it is set as
Attach Desk ticket to Project task using integration
I have set up the Projects integration within Desk. This allows me to create a new task within Projects which we use primarily for software development. I need the ability to attach a Desk ticket to an existing task on Projects. This will allow developers
Blocked account
Hello, we have problems with the account leidy@reduts.com.py, it has been blocked for sending emails. We detect suspicious activity yesterday and changed the password. Can you help us please?
ZOHO smtp in php
Hi Team, We are unable to send or receive email in PHP SMTP mailer using zoho email. We are using this on website for sending status mail. Error is as below : SERVER -> CLIENT: 535 Authentication Failed SMTP ERROR: Password command failed: 535 Authentication Failed SMTP Error: Could not authenticate. CLIENT -> SERVER: QUIT SERVER -> CLIENT: 221 mx.zohomail.com closing connection SMTP connect() failed.
Zoho Notes
I keep trying to use my mobile app and it continually freezes... I've tried from 4 different phones. Please help. cathyavagott@gmail.com
Taking Extension to production
Hi, I have developed an extension with a backend node js server in zoho desk.In development mode it is working but in production mode,dynamic datas are not loaded. I added the server url in jquery posts and get but the following error occcurs query.min.js:2 Refused to connect to 'https://23e8dd2f.ngrok.io/post-ticket' because it violates the following Content Security Policy directive: "connect-src https://*.zappsusercontent.com https://*.zohostatic.com https://*.zohostatic.com" is it something
Report Criteria Modified Time (Ticket)
I am attempting to create a report that will tell me how many tickets my employees worked for a given timeframe. Worked being defined as researching, communicating or resolving the issue all of which are documented via ticket conversations and time entries.
Domain Already Associated with another user
Greetings! I have been facing a problem while registering with Zoho mail with the following error. This domain is already associated with this account "f*****@l*****". It seems the previous domain owner already registered it to Zoho, but now it is under
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details My user ID is: 778380865 Hope this can be resolved. Thank you
error unable to send message;reason:553
Hello good time I am facing the following error while sending and replying to the email Please help me, thank you
Zoho mail
I've upgraded from zoho mail forever free plan to mail lite and purchased 5 more user licenses, however when i try to add new users it says license limit reached. Can anyone assist..
Does Zoho creator has any Upsert functionality ?
Hi I have requirement where I need to update the record if data already exists in database, else if data not there then only create new record. Can anyone suggest the solution. Thanks
Will I lose any queries, reports, etc if I re-authenticate in Zoho Analytics
I have a sync failure between Zoho People and Zoho Analytics. If I try to "Re-Authenticate" will I lose or corrupt any queries/reports that reference Zoho People?
Zoho CRM Community Digest -Feb 2023
Hello everyone! We have some exciting news to share with you! Zoho CRM has been upgraded with new features and improved capabilities to help you better manage your customer relationships. Checkout the Early Access section for more information on these
Create new record if Form has subforms. Is it possible with Deluge only to create/insert a new record if the form it is based on has a subform? No UI form involved
I'm trying to transfer records from an old application to a new one, so I am creating a function that can iterate over the records in the old application and create them in the new one. The target form has several subform fields (some are lookups but
Sometimes the PDFs we saved do not open. It's getting corrupted.
Hello, We use Windows Zoho WorkDrive True Sync. Sometimes the PDFs we saved do not open. It's getting corrupted. But we rarely experience this problem. But it's an important problem. How we can solve this problem?
Need quarterly, 2x a month, every two months, and yearly, every 2 year etc posts
currently one can repeat posts weekly or monthly. Please extend more options to quarterly, 2x a month, every two months, and yearly, every 2 year etc posts as well as post 1st saturday, last saturday, 2nd tuesday, etc. Please use either google/zoho calendar repeat feature to find all possible options for repeats this iwill be incredibly helpful for holiday posts, and also to space out repeated content so it does't look so.....repeated.
Adding discount on line items via API
I've been trying to create invoices via API from my system. For some reason the item level discount column isn't getting created, following is the payload: { "payment_terms": 0, "is_discount_before_tax": true, "discount_type": "entity_level", "customer_id":
Zoho Books Invoice Line Items
Hi, I have trying to migrate Zoho Books Invoice via Connection but I can't migrated Books Invoice Line Items. How to integrate line items to creator? I have tried using getJson types but still I'm not getting.
wrapping text in reports
It's Much better to wrap task lines in reports like resource utilization and Gantt Chart when the task text is longer than the allotted space for this field in the report
Blockading Timesheet if status is not equal to "In progress"
Hello, I've been figuring out a way to force my coworkers to change the task status when writing time. Most of my coworkers don't even look at the status and let it sit on "Open" If possible i would like to know or create a way to force a task go to "in
How to barter invoices (offset one against another)
Hello, We have some clients which are suppliers (vendors) at the same time. So we usually barter invoices and offset invoices against bills. What would be the correct way to handle this in Zoho books?
Zoho Creator Shortcuts
In 2023, Zoho Creator will be getting a lot of new features. Like Canvas and the advanced Deluge Editor, which will improve Zoho Creator's functionality and give developers a fresh experience. I'll shed some light on shortcuts so that you can utilise
How to customize HTML email templates that impresses your audience: Part 1
Zoho Bookings allows you to supercharge your email templates and stay consistent with your branding. Create gorgeous emails that enhance brand recall. Be lively amongst a sea of unopened emails. Reduce no-shows and increase recurring revenue. Stay in
Can you disable sign type?
When requesting for client signatures, is it possible to disable the type option? So only a drawn signature or upload can be used.
Accounts and Deals API in CRMPlus
Hello. Can I create/update accounts and deals by API in CRMPlus? I cannot find this in API documentation. Also I need add notes to deals by API and get webhook when note created Thanks
Personal and Lifestyle
What is a Personal and Lifestyle? If you're looking as long as a argument for your next commodity consider writing about a personal experience or lifestyle topic. When you're dealing with writer's block, one of the quickest ways to overcome it is to eye
Zoho CRM Integration With Zoho Mail
1. I want import all my existing contact from Zoho Mail to Zoho CRM Leads/Contacts. 2. After importing is done. From next time whenever i send an email from Zoho Mail, it will check that the email is in CRM or not. If not then it that it create new Lead/Contact
Zoho Docs will be discontinued soon. Migrate to WorkDrive now!
Update: Zoho Docs access extended until March 15, 2023. Check out this latest announcement post for details. Since the release of WorkDrive in 2019, we have been moving customers from Docs to WorkDrive. We have taken the below steps in the last couple
Introducing Social eWidget for Zoho Mail, cross-brand posting and other enhancements in Zoho Social
Hello everyone, We've come up with some new updates for Zoho Social and can't wait for you to try them out. Let's take a look at what we're rolled out. Zoho Social eWidget for Zoho Mail If you've received an email from a contact or prospect, you can now
Feature request: custom text component in analytics panel
Hello. The Analytics module in Zoho CRM lacks a way of adding context and explanations. Panels might refer to a very specific selection of records, but the only way to explain it is in the title of the panel. When panels conform to a very standardized
Search records API returning 204
I have a record in accounts module with id 1234 and custom field custom_id 5678. when using CRM UI, I can see the account record 1234. search by custom_id 5678 works perfectly well too. all good. when using the search API for this particular record though,
Security Policies
To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. Enabling
App Spotlight: Zuper for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Zuper for Zoho CRM Zuper is an intelligent field service and customer engagement platform built for use with Zoho CRM. It enables organizations
Ask the experts: Create with Show
Hello everyone, We're excited to announce our first Ask the experts session. Whether you have been with Show for a while, or you're new to our community, this session is for you! We will be engaging in discussions and answering all your questions on how
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