Recent Topics
Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM
hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."
Hi I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot
Can I Integrate ADP Payroll with Zoho Books?
Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?
Lookup field - Can I avoid using advanced search?
I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and
Invalid Value Type Error Conditional Formatting
Hello, I'd like to use conditional formatting on a table using Classic conditional formatting for Cell Value, but when I attempt to apply the formatting, I get the error "Invalid Value Type: Value must be of type number". The error is being produced because
Simplify Zoho API integration with Deluge’s invokeAPI task
Hello all! Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction
Automation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
How create deal with label added using api
Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,
Reporting tags
Hi, I suggest to improve the integration with Books, adding the faculty to especify a reporting tag from payment pages. Thanks!
Can I add Conditional merge tags on my Templates?
Hi I was wondering if I can use Conditional Mail Merge tags inside my Email templates/Quotes etc within the CRM? In spanish and in our business we use gender and academic degree salutations , ie: Dr., Dra., Sr., Srta., so the beginning of an email / letter
SEO Support for Jobs
I know Zoho recruit has some very basic metadata settings at the job board level which is not really helpful. We are wanting to utilise SEO and other Google features (like Google Jobs) which require the ability to add structured data to each job posting
Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
Create deal from estimate
Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?
Selecting Multiple Transactions
Is there a way to select multiple transactions when in a bank account and batch categorize them?
Email Notification to WordPress Blog Subscribers
You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated
Se detectó una actividad inusual para esta IP. Inténtelo de nuevo más tarde.
Recibo el siguiente mensaje al intentar agregar una nueva cuenta de correo electronico a mi dominio @grupomgglobal.com Necesito una respuesta urgente a este asunto ya que he tenido varios inconvenientes con mi el servidor de correo. Si sigo asi creo que
Oops! Something went wrong. Try again later When trying to send email
Hi, This error is appearing everytime i am trying to send an email. Oops! Something went wrong. Try again later Please help.
Stock Count - Extracting Data
Hi, I really like the new stock counting functionality however I can't find any way to extract the stock count results. -The build in stock count report is limited and has no export option - There is no export options from within the stock count screens
Search Option not working
My search option is not working properly. I type in what I'm searching for, and it says not results found. How to I get this issue resolved?
Missing users in CRM workflow notification and "share with zoho cliq"
Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As
Question about on User input workflows
In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user
Workaround for Backstage's non-compliant cookie banner
Hi Does anyone has a workaround for the cookie banner Backstage uses when you publish an event? Currently there is no "Decline All Cookies" button, only "Accept All" and "Customise". Which means it is not compliant with data protection requirements, as
Creating a code for Task to event creation
I am looking to automate an event creation to do the following: When a task is created for a user, create an event at 530PM simply called TASKS. This will serve as a reminder that we have at least one task that needs to be addressed. We miss the task
Creating smart filters manually
Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V
Zoho mail stopped receiving emails
My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
Auto CC - Moving Departments
We have Auto CC e-mail replies to your support mailbox enabled. We have two departments: Helpdesk (helpdesk@domain.com) Delivery (delivery@domain.com) If we create a Helpdesk ticket, and reply, replies are CC'd to helpdesk@domain.com (OK) We then move
Not getting copy of emails sent from Zoho CRM in my email sent box
Where is the setting to make sure I receive a copy of an email I sent to a contact in the CRM in my email SENT folder? (I use gmail) Thanks
Custom image for each contact using merge tag
Hi, I'm wondering if it's possible to set up an email campaign to display a different image for each contact using a custom field for the image url. I tried inserting custom html: <img src='$[UD:APP_IMAGE_URL||]$'/> but the editor seemed to reject this and did not actually add anything to the email template. Has anyone got any ideas? cheers, Jeremy
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
Use of External Email Services
Would like the ability to use an external SMTP service to send emails campaigns in Marketing Automation. Services like SendGrid, Maligun Amazon SES, etc
Requiring Proxy
We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through
Can I add social media icons / widgets to my email template in Zoho CRM?
I know there are more features in Zoho Campaigns (vs Zoho CRM) when creating an email campaign/template. For instance you can easily add social media widgets. But is there a way to add social media widgets when creating an email template in Zoho CRM? I created a single image in Photoshop of the social media icons I want to include. But if I were to add them in my template using the "IMAGE" component, I will only be able to include one hyperlink (as it is a single image); I cannot hyperlink them individually.
Filter report using dynamic filter using function not working
Hi - I am trying to dynamically filter a report as follows: when I save the filter it looks like this: However when I run the report it is not returning results as I expect. I have tested the function. If I copy and paste the output of the function and
All notes disappeared
I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,
Best email set up
Hi! We are a non-profit and just recently gained Zoho as our email host. We have 10 email addresses available and 10 positions that need those email addresses. Every 3 years (or less) the people holding these positions change and the necessity comes when
I can't receive emails
I can't receive emails but I can send them, there is nothing clear to do if this happens so that's why I'm asking for help
unable to verify mx configuration
hey I have added mx configuration as per the instructions in the respective domain, yet I am unable to verify that.
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
How manage to hardware and software contracts.
So I have been tasked with setting up on crm a way of managing our software and hardware contracts. with a filter switch, so if they are no longer on say a hardware contract but still on a software, we would like the history about the hardware contract
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