Recent Topics
Solution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:
Embed links between Learn manuals and articles
Is there a way to embed links so that the user can access different Learn articles, from within an article? For example, in a Billing manual, in an article on New Client Billing, can I link to an article in a Records manual on Client File Setup? Thanks
Zoho Analytics Triggers & Action Deprecation - Why So Much Manual Intervention Needed?
I understand that APIs evolve and that updates need to happen. However, the way that the Zoho Analytics update is being rolled out is making life on users very difficult. First of all, the whole idea of forcing users to manually reconstruct Flows with
Allow all Company Users to view all projects, but only owner/admins can change projects
I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
How to separate Vendor custom fields from Customer custome fields
Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors
Field value permission to set for automation to work as expected?
I would like confirmation on the CRM software behaviour with the following configuration. A while ago I had discovered the solution by trial-and-error and now I don't remember what the conclusion was. I have a picklist field in the layout that I only
Zoho One Dashboard is not loading.
Hi, Is anyone else experiencing a problem with the Zoho One Dashboard not loading? We started seeing the screen below on Friday afternoon and support has not responded regarding the same. Zoho One team, what's going on?
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
Font Size 11 - Zoho CRM Email Templates
Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email
How to Delete, Disable, or Remove Streams from the Mail App?
Is there a way to remove Streams from the mail app sidebar? I get too many notifications, it doesn't add any value to Zoho's functionality (especially since you can just make comments inside an email), and is distracting. I do not want notifications/alerts
When Zoho Tables Beta will be open to EU data center
Hello all, We in EU are looking at you all using and testing and are getting jealous :) When we will be able to get into the beta also? We don't mind testing and playing with beta software. Thank you!
Este domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
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
How to delete attachments form Zoho mail accounts
I can't find a way to delete attachments from Zoho mail messages, either individually or in bulk. Searches here are providing conflicting results and often talk about workspace, whereas I am only interested in how to delete attachments that are seen with
Sort table using GROUP BY.
Hello guys usually I sort a table with sort option and it works fine. But for my need I use GROUP BY feature and I try to sort my table by GROUP BY and inside the GROUP BY to sort on specific column. It seems that the option to sort TABLE is disable when
Integrating Zoho Creator's Calendar Report with Zoho Calendar as App Calendar
Hi, it would be helpful if Zoho Creator's Calendar report is integrated into Zoho Calendar as an app calendar.
Restore deleted account
I delete one off my accounts on the control panel off zoho business but i need to restore it using the same username. How can i do that? Thanks
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?
Why is Zoho Mail support so lousy?
This is not the first time I voiced out about this, the first time was 2 months ago https://help.zoho.com/portal/en/community/topic/what-the-actual-fk-is-wrong-with-zoho-mail-support where I had to follow 7 times in the span of 2 months to get a (unhelpful)
Customer Parent Account or Sub-Customer Account
Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
Introducing WhatsApp Marketing with Zoho Marketing Automation
Dear Marketers, In the world of marketing, personalizing engagements with customers is often exhaustive but—thanks to WhatsApp—not exactly mysterious. WhatsApp has evolved from a simple messaging platform to a sophisticated tool for sending out marketing
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
Pivot Chart - Zoho Creator
In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields
How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
Aggregate Formulas with Multiple Tables
I get a 'Communications link failure...last packet successfully received..." error when trying to create an Aggregate formula that references two separate tables. I've made sure they are connected properly. It almost seems like it might be timing out?
Free webinar alert! Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025
Hello Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025. We’ll dive into how Zoho Mail can elevate your email experience with its advanced security,
Zoho Analytics - Values gets Duplicated
In Zoho Analytics, I have two tables: one for Country-wise Sales and another for Country-wise Budget with Region. I am attempting to create a stacked bar chart to compare the Region-wise Budget and Sales Revenue. I have set up a lookup between the two
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
Why there is "Failure" after the "Answer bot" card
Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid this
Cross module filtering is now supported in CRM
Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following
uploading a document 15 mins. its still scanning for virus
Hi there, I tried uploading a document. A 75 KB .xls file, its been more than 15 mins. and it is still going about saying "Scanning for Virus" . There is also no idea whether the doc. has been uploaded or not ? Update :- It seems to have uploaded the .xls file but something doesn't work. It is not opening the .xls file. (I know the file is uploaded because I opened another tab and it shows the file has been uploaded.) It is showing "Unable to open xls file" .
Virus Scan Failing on Attachments
Hi, Is anyone else having an issue with attachments being unable to upload? Virus scan takes forever and then fails, or just fails and says try again later Thanks
Attendance Over-writing of Leave
Hello Zoho, Currently if an employee comes to work while they have applied for leave, the system considers them as "on leave". Shouldn't the employee be marked as "present". Give it a thought
Revert to Default Email Templates
Hello In the Invoice Notification email template, I've removed the button linking to the Invoice in error. Is there a way to revert to the original template or how do I add the button back in, please? Thanks. Rachael
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
Deals sync for Campaigns or Marketing Automation...
We are looking to create a marketing campaign based on a custom "expiration date" field inside our DEALS module. We are open to using either CAMPAIGNS or MARKETING AUTOMATION but haven't been able to get either platform to sync the specific fields we
Sheet View for Reports
We often need to filter our contacts in a way that is too complex for Custom Filters (which now allows filtering by Related Modules - amazing! - but doesn't allow for an *OR* relationship between the multiple filters) or Custom View (which does not yet
Operation not permitted
I'm trying to set up email for this site - pawsathome.uk - and when I go to: Admin Console>Domains>Add> I keep getting error - 'Operation not permitted' - See attachment. WHY??
Building extensions #2: Publishing an extension
Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons
Is it possible to select the methods of inserting a signature (Not provider)
Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'll
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