Recent Topics
Self Client Authorization Code Flow for Mail returns 404
Hello, I'm having trouble getting the Zoho mail api setup and want a sanity check. I am trying to follow this guide to get an access token for the mail api: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html Unfortunately
Zoho Knowledgebase Help Center Categories linkages are wrong
Greetings, I am build a help center in zoho desk, based on the additional custom brand I have paid for. My knowledge base has 4 main categories. I have this setup this way in my knowledgebase customization theme area. The page layout is like this: Here
Resizing a Record Template Background Inage
Hi everyone, I have an issue which I can't seem to resolve: Basically, I'm designing a record template in certificate form. I've specified A5 landscape. I've set my background image the same dimensions with total pixels at 443,520. Whatever I try, when
Connecting Learn to a Custom GPT
Hi all! I am attempting to connect a Learn Space and all it's articles into a custom GPT. Has anyone successfully done this? I have worked on it with no success so far.
Tip 12: How can you customize the display name while sending emails from Zoho Creator.
Hi folks, Usually when you send emails to your users, the display name defaults as your From email address. Most often, you would like to set a custom display name to represent your organization or the context of the email. You can mask or customize the display name (From Address) using Deluge script as long as the From email address has been verified. This would be very useful to you if you want to send bulk emails to a large audience. Let's say you have a Student Registration form for your dance
Importing Data to update and not add
I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that. Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share
Allow me to duplicate a field
Hi, Many times I need to create new field with slightly change compare to an existing one. So when I click an existing field, can you add one more option "duplicate"? That'd be very helpful. You mayc heck wufoo.com to see this feature. Thanks, Li lhong1
Community Digest Noviembre 2024 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Wow, ya termina el año, ¡gracias a vuestra participación se nos ha pasado volando! Por eso mismo estamos preparando sorpresas para todos los que participáis en la Español Zoho Community para el próximo año, ¡estad atentos
Zoho Mail iOS app - Complete revamp of the UI including insert image option, toolbar customization, calendar widgets and more!
Hello everyone! The new Zoho Mail iOS app introduces a fresh look, blending native iOS features with a refined UI and UX to make email management more intuitive. The updated design focuses on simplicity, ensuring smoother navigation throughout the app.
Download API file contents from browser
Hi Team - is there something being planned to be able to trigger file downloads from the browser via a deluge script? i.e. retrieve a file via API, trigger the file download directly from the browser. Or... using the convertToPdf function (https://www.zoho.com/deluge/help/functions/file/convert-to-pdf.html)
Adding a work order for Assets vs. changing the contact person
When adding a work order for an existing Assets (e.g. service), the assigned contact cannot be changed (deleting the contact deletes the selected Assets). This results in such an illogical operation that if you want to change the person to be contacted,
DOMIN NME
How many email account do zoho supports
Assign admins to the application
I want to know who to assign admins to UAE Payroll application. I tried from inside the application, and from one.zoho.com >> directory and nothing is happening, knowing that I have enabled zoho people integration with payroll. Can someone help me?
Zoho Marketing Campaign
I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?
¿Puedo migrar mi sitio desde WordPress a Zoho? ¿Zoho admite herramientas con código personalizado?
¡Hola comunidad! Estoy evaluando la posibilidad de migrar mi sitio web https://calculadoradenotas.cl/ desde WordPress a una solución Zoho, y tengo algunas dudas técnicas que espero puedan aclararme. Mi sitio no es solo informativo: es una herramienta
Automating SharePoint Folder Creation based on Equipment Module
Dear Team, I would like to seek your valuable advice on one of my requirements. My objective is to automatically create a SharePoint folder whenever a record is created in the Equipment module. The folder should be named based on the equipment name. Once
Can I view a gallery of attachments related to an Account, Contact, or Subscription
It is often useful to review photos related to an account or contact by service type. It would be nice to be able to see the photos collected through workorders or appointments all associated.
Language Field on Contact Person-level
Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync
Customise Zoho FSM Work Order Name
Hi there, is there a way for us to customise the work order number? For example - I want to add auto look up for company name or dates at the end of the work order number. WO4 - Company ABC
Introducing Dynamic Display in Zoho CRM mobile apps
Hello everyone, We're happy to announce that Dynamic Display is now available in the Zoho CRM mobile app for both iOS and Android devices. Mobile apps have become synonymous with convenience and flexibility. As more and more businesses rely on mobile
How we can integrate pdf attachments in zoho crm with xero
when i tried to integrate the data and attchment from zoho crm to to xero only the data get integrated with xero how we can integrate the pdf attachment as well nb zoho apis are not working via functions
Delete user profile
Hello, How can I delete a User Profile?
Send emails directly via Cases module
Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization
Introducing delegate signing in Zoho Sign
Hi everyone! We are happy to announce a new feature in Zoho Sign — Delegate Signing! Whether you're tied up in meetings, away on vacation, or managing multiple responsibilities, you can now assign a delegate to sign documents on your behalf. This ensures
Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you Tasha
Zoho Voice VS in Zoho CRM for logging calls
I don't understand the differences between logging calls in Zoho Voice VS in Zoho CRM. Why the 2 separate platforms? Seems confusing
Updates to Auto-Upgrade in Zoho Campaigns
Hello everyone, We've rolled out a new update that slightly modifies how the auto-upgrade option in Zoho Campaigns works. Even if you hit the contact limit, this update ensures that your account is upgraded and that contacts are imported smoothly—without
Adding Sub-Forms to Merge Documents
I am setting up a Mail Merge, which includes sub-form table data. I've done it before but now I am having issues: 1. The headings don't show. I had to enter these manually 2. The table lines are separated. I want them together. Anyone know how to fix
Zoho Bookings Online Training | July 31, 2025
Hi everyone! We’re back with the second session of our Zoho Bookings training series! This time, we’ll show you how to automate your scheduling, manage appointments more efficiently, and explore advanced features for your industry. Join our free, two-hour
Translation of Tooltip Messages
The descriptive help messages should be available to provide translations for.
Delete Inactive Zoho Accounts - Access Cleanup_User Id: 60001640923
As part of our Zoho access hygiene, we’ve reviewed and deactivated several inactive user accounts. These accounts have not been used in the past year and are no longer tied to active operations. All access rights have been revoked, and records retained
CREATE button is grayed
On Android adding new notes to notebooks with collections is impossible because the CREATE button is grayed. What can be done?
Can Zoho Creator Apps have multiple actors and steps? Example
Mortgage Application App- Outside party fills out form via published website form, Inside party approves for additional documentation, outside party recieved requests for x, y, and z documents. Outside party submits x, y and z but z is wrong. Inside
How to download all attachments from inbox, send, other folders in one go
Hi All, Appreciate if anyone could help me with steps for below requirement. How to download all attachments from inbox, send, other folders in one go. Even mapping to new folder will help me. Thanks in advance.
Re-Apply SLA When Ticket Reopened from Closed Status?
If you have an SLA applied, timers are deactivated when going to "On Hold" status type and reactivated when going back to an Open status type. What we discovered is when a customer replies to a closed case and it reopens, the SLA is not applied and timers
Zoho Expense Reimbursement
I am using Zoho Expense for employee expenses. At year end I accounted for reimbursement for the founders' expenses by doing a manual entry between employee reimbursements and shareholder loan. All is correct in the balance sheet, but in Zoho expense the expense report totals are showing as owing still. It doesn't impact the books, but I don't want to see amounts owing. How can I zero these out? The only way I can see it is by creating a transaction in Books that pays the employee via a bank
Request to Delete Mistakenly Created Zoho Desk Account – Access Blocked to Company Directory
Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance regarding a Zoho Desk account I mistakenly created using my company email address. I created the account before being officially onboarded by my company, and
Introducing an AI-driven CAPTCHA for Help Center that offers improved accessibility and enhanced security | Zoho Desk | Product Update
Captcha protects your help center from fraud and abuse without creating friction. What is a CAPTCHA? CAPTCHA is a test used in computing to verify that a user is human by requiring them to complete a challenge. It helps prevent bot attacks and reduce
Announcing new features in Trident for Windows (v.1.29.4.0)
Hello Community! Trident for Windows just got better! It’s packed with new features designed to enhance communication, manage important information securely, and give you a smoother, more productive experience. Let’s dive into what’s new! Access Zoho
Exporting Ticket Threads/Comments and Attachments in Reports
Hi, I would like to know is it possible for Ticket Comments and/or Attachments to be displayed in Reports?
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