Recent Topics
Is there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
DKIM cannot be enabled for the domain as no verified default selector present
Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?
The SPF record verification fails
I have set the SPF record for my domain correctly, according to zoho's SPF configuration guide. Also I used some tools to check my SPF record, and all showed it is correct. But the control panel still shows that I haven't finished the verification. So how to deal with it? Thanks in advance.
YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts
As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
TASKS - Dashboard to show ALL Tasks from ALL apps.
The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Inconsistency Between UI and API for Future Status Subscription Start Date
Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
Client Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
spark sync problem with iphone
Hello, I am using the spark application on iphone 15 pro max and 16 pro max. After several days of installing the account on spark i dont get notifications on new emails, i have to open the app in order to receive the new emails. After sending email to
Ability for admin to access or make changes in zoho form without asking for ownership
Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
Listado con descripción de artículos
Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el
Não consigo receber e-mails de algumas instituições como por exemplo: banco
Não consigo receber e-mails de agências, bancos e instituições. Envio normalmente, mas os e-mails enviados por eles não chegam para mim, mesmo aqueles que são respondidos no próprio e-mail enviado por mim.
How can I send a reply to 100 unread emails in one click using a Zoho account?
When I select a single email, the 'Reply All' option appears, but when I select multiple emails, the 'Reply All' option does not appear.
Sync Gmail for Admins
Hello. We migrated from gmail to Zoho mail a few years ago, but some users want to be able to use gmail. I have set up dual delivery in the Zoho Mail Admin console. This is working fine. I can't figure out how to sync outgoing emails. Specifically, if
Export Tasks From ToDo List whic are in side Zoho Mail
Hi, I have a list of tasks in ToDo List inside Zoho Mail. How can I export these tasks to Excell sheet? check the attachment for more clarification.
Add blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
Check all user mails in one inbox
Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?
I want to cancel the zoho mail service customer number 20060087524
On February 2nd of this year I bought the zocho mail service for myself and my family. Apart from the mail client via the zoho application, it does not work for me on the iPhone and iPad. I want to cancel, what is the procedure? klient number: 20060087524
Whatsapp Integration not working
Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.
Weekly Tips: Get Work Done Faster with Zia AI
Every day brings a fresh batch of messages — meeting invites to accept, client feedback to review, colleagues asking for updates, and the constant ping of new notifications. It's exhausting trying to clear your inbox while wondering how you will catch
How to Send Weekly Scheduled Emails of a Custom View
Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email
Mail > Columns
How do I add/remove columns in Mail views? I sent individual emails to multiple coworkers which I then moved to my Coworkers Folder. When I then view the Coworkers folder, all I see is the Subject (same for all), and the sender (Me).
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
CRM Multiline Field Spacing Bug
If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem
Zoho Mail
Hi Can we use Zoho email for our business? I have a website. In this website, we can use it in the contact page and also in the DMCA page. Kindly, this topic is a bit sensitive. Please give me a detailed reply on this and thank you in advance.
Undo/redo when composing Mail
Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
DataPrep Export to CRM - Linking Modules
Is it possible to export data to linking modules in Zoho CRM? If I want to do this will I have to create a custom module using functions and workflows to mimic a linking module? If this is not possible it should be added. I don't see how this is functionally
Printing "Reader View" email on MacBook Air
In Reader View, clicking on the print icon leads to a blank page with just a ZOHO logo and a lock icon at the top. If I save the reader view to PDF to print from there, it only saves the portion directly on the screen, and not the entire email that I
Kaizen #63 - Layout Rules in Zoho CRM
Hello and welcome to another week of Kaizen! This week, we will be discussing Layout Rules in Zoho CRM. If you need to modify the layout of a module based on user inputs, or to show or hide sections based on the value of a specific field, we have got
Zoho Mail Setup for New Domain ModZbig.com
Respected Zoho Support Community, I have this account as my personal account, I bought a new domain https://modzbig.com/ and I need to know can I setup free Email Setup with this account for my new domain. My new website is about to provide latest mod
Add ability to trigger task automation when a task comment is edited or deleted
Hello, I see that there is currently the ability to trigger task automation when a comment is added to a task. However, we have a use case in which we would like to trigger automation when the comment is edited or deleted. This will enable us to update
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
Zoho Email
Hi, it looks like Zoho Mail services is currently having issues. Please update us with the current status resolution time frame. Thanks & regards,
Is ASAP user authentication via SAML?
The ASAP user authentication says to use SSO with remote authentication so that you can use JWTs. The remote authentication help page says that this features is being deprecated and to use SAML instead. Before I go through the trouble of implementing
email configuration - email is rejected - what is best way forward
We started getting rejection/bounce back on email sent out of zohodesk. typically we have SMTP from our domain into zohodesk eg support@example.com our mail respones go back out as example : support@example.zohodesk.com These email bounce with error:
Customer Success Pipeline
Hello all, currently, we are using Leads -> Deals Pipelines to manage our Sales. So far so good. Now, we rely heavily on activating dormant clients and nurturing active clients into ambassadors, or cross- or upsell active clients. I can't wrap my head
We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?
It seems like it is not possible to display/hide the knowledge base from the help center per department. Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees. I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.
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