Recent Topics
Is it possible to set a value to a field based on certain conditions
Greetings Say i have a field that i want to set its value based on the value of another field.. for example if "number" field has value greater than 10, i want to set my field's value to X. Or if radio group had option 1 selected, then i want to set my
Would like to set up the rule to auto close the ticket
Hi, i would like to set up rule if ticket body, descrion contain text:”from: DE-2”. Postal code which start with DE -2 should be closed. Is there any symbol to replace all five digits or how to do it? Thanks.
Can the meeting location be specified by the customer?
I own a painting company. I offer free estimates to customers, and I'd like them to be able to enter the meeting address in the booking form... so, the place they want me to give a painting estimate for. I need the customer to be able to tell me where
Zoho Bookings - Reserve with Google
Does Zoho Bookings plan to to integrate with Reserve with Google?
Single use booking
Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How
Features Req: Service-Specific Calendar And Limit number of bookings per guest
By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation
Generating Discount Coupons for Zoho Bookings
Hi, Is there provision to generate Discount Coupons for appointment bookings? I could not see that in the settings and this is very much needed. Please suggest us. Thanks
Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?
Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com
Featured Blog Image Size
What is the ideal size for the cover/featured image of a Zoho Sites blog? Because all our cover images are getting these black stripes horizontally or on the sides (look images)
This mobile number has been marked spam. Please contact support.
Hi Support, Can you tell me why number was marked as spam. I have having difficult to add my number as you keep requesting i must use it. My number is +63....163 Or is Zoho company excluding Philippines from their services?
Do I need to migrate to API v7?
Current workload forces me to ask this question. Even though I know API v7 has better features, I have many previous API calls written in v2 that still function well. Is there any compelling reason (that I may be missing) for me to make time to migrate
Has anyone implemented OCR functionality as a text input method for the CRM?
The users in my organisation are used to writing meeting notes using the pen and paper notebook. Asking them to enter those notes into the CRM is a chore and I suspect is a major hurdle for the digitalisation initiative to take off in this organisation.
My email id is blocked. My storage is exceeded 5GB. Deleted unwanted emails.
My email id is prem@justbootup.com. I tried to unblock ,but it says only for the paid user. Can you help to unblock?.
How Can I delete accounts or change type of account?
My accountant has wrongly categorized many accounts as Other Assets instead of Accounts receivable while putting in opening balances. How can I delete an account or recategorize it?
Can I give access of my Zoho Spreadsheet?
Hello Everbody! I work with a travel and tourism company, and my job is to record the data of clients of the company. And I use zoho for my work. So my question is can I give access of my sheet to the clients and my company. Kindly guide me. Thankyo
Is it possible to display formulas in cells instead of calculated results?
I want to export my Zoho sheet as tab separated text without losing the formulas. In excel, I would use the settings Options - Advanced - show formulas in cells instead of their calculated results then save as tab separated values. How do I do this in
Function deleted after releasing connection in Kiosk
Hi Everyone I create a Function (Automation) and link it in a Kiosk Workflow. Later, I decide not to use this function from Kios anymore, so I delete the entry in the Kiosk Workflow and publish the new Version. Problem 1: The Function remains linked until
The 3.1 biggest problems with Kiosk right now
I can see a lot of promise in Kiosk, but it currently has limited functionality that makes it a bit of an ugly duckling. It's great at some things, but woeful at others, meaning people must rely on multiple tools within CRM for their business processes.
Subform: Prepopulate Rows using Unique Picklist values on Deal Conversion?
Upon conversion of a deal, I want to automatically add rows to my subform from my picklist values. I don't want to add all of them but about 15. One row for each unique value. Currently when I convert a deal my sub form looks like this by default. Then
Zoho Mail Not Receiving or Sending Email
My zoho mail is not sending or receiving mail. What's the fix for this?
Unsuscribe, suscribe and tell a friend links not working
Hello, I'm new to Zoho campaigns. I created and sent a test campaign to myself but on clicking the subscribe, unsubscribe, view in browser ans tell a friend links, i realize none of them leads anywhere. Instead i get the following error:
Tip #5: Setting access rights at the subfolder level
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.
Getting error for invalid session on zoho mail
Hello, Today our office staff start having challenges with our email once logged in. I keep saying : Invalid session you will be logged out in 3 seconds. And it wont allow me to send any messages.
Login Request
Good afternoon. Id like to receive help, I'm requesting information in regards to account login issues. I've bee asked to provide additional security information. Ie: phone number in order to access my account. I no longer have access to this account
integrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
Multiple Vendor SKUs
One of the big concerns we have with ZOHO Inventory is lack of Vendor Skus like many other inventory software packages offer. Being able to have multiple vendor skus for the same product would be HUGE! It would populate the appropriate vendor Sku for
Include SalesIQ activity when sending Forms data to CRM as a new Lead
Is there a way that when I get a new lead via a zoho form on my website to include the activity in CRM? I have Sales IQ integrated with the form however, most of my leads do not talk to us through the chat fuction but they do fill out a zoho form. Id
Unblock ME
info@pentekykloi.gr Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Learn more. I purchase additional storage
Custom CSS in Webform
When creating a webform in Zoho CRM, there are some limited WYSIWYG styling options, but no way to edit the CSS directly to fully customize the style of the form. I am aware that you can use the "source code" publishing option and edit the styles in your
Getting error for invalid session on zoho mail
Since yesterday I am getting following error when I am trying to log in on zoho mail your session is invalid. you will be logged out in 3 seconds!! Can someone please help me how to fix this? Thanks Manoj
Can't add Email Alias - AS101 error
Hi, It won't let me add a alias email address on any of my domains under Admin Console, User, add alias email address it just says AS101 error, I have never had issues creating an alias address before Please fix this
Reply All function omits the full list of original To and Cc recipients in the email body
When using "Reply All" in Zoho Mail, the email body only shows the sender's details (e.g., "John Doe wrote") without listing the original To and Cc recipients, making it difficult for recipients to see the full email thread context. This differs for example
Attendance Bulk Import Not working.
It was working for me from last one year the same format. but now its giving bad request(400). Please help me. resolved this problem.
ZOho Booking and CRM integration.
We are using Zoho Booking wiht Zoho CRM in a custom module. Inside our module we use the option to book a meeting with the customer. This part works great we feed the field to the URL and everything work 100%. Now my issue is that I was not able to find
Chrome browser issues. Anyone else?
I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface. Anyone else? Any known problems? Thanks, Todd
554 5.2.3 MailPolicy violation Error, help?
This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients. 554 5.2.3 MailPolicy violation Error delivering to mailboxes I am not sure why i am getting this, please
Display comma in number field (thousand separator)
Love Zoho so far! How can I add comma as thousand separator in number field upon input by user? This is essential feature when dealing with larger numbers to make readable. Is there number formatting script for this? For example, change 600000 to 600,000 This link appears to be related to the topic. https://help.zoho.com/portal/en/community/topic/amount-display#2266000001410984
Any way to Associate a Recurring Invoice with Deal/Potential in Zoho CRM
When we create an Invoice in Zoho Books, we have the option to associate that invoice with a Potential/Deal that is tied to that same customer. Can we do the same thing with Recurring Invoices? When creating a Recurring Invoice, I want to be able to Associate
Tracking leads through the sales process
Our leads are being generated via paid google ads and are arriving to us with UTM data showing lead sources, campaign mediums and campaign names. I want to track the progress of those leads as they migrate through our sales funnel while maintaining a
Elevating Email Security on Zoho Desk: DKIM Now Mandatory
Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for
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