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Task templates under a project
Under a project, we might have numerous task lists and these might be for all sorts of things so typically, if a task is created under a task list, it should contain the fields relevant for that particular purpose. However, if I create a task template,
How do I add page breaks to Sales Order templates?
I would like our Terms and Conditions to start on a new page of the resulting PDF. How do I do this? I tried adding <div style="break-after:page"></div>, but this did not work.
Candidate portal - email templates
with candidate portal - email notifications, Is there a way to change who the email is "from"? Looks like it can only be sent by a user. so every candidate that applies, gets an invite email from the same recruiter in the organisation. We would like to
Embedding Zoho Form on Numerology Calculator Page for Lead Collection and Tracking
Dear Zoho Forms Community, I hope you are doing well. I am currently looking to enhance the user experience on my numerology calculator page by embedding a Zoho Form to collect leads. My primary objectives are: To have the collected leads automatically
Bug in Interface between Zoho Projects and Zoho Books
In the Zoho Projects - Zoho Books integration: If billable time is changed to Non-Billable time in Zoho Projects it will not change in Zoho Books. Further, you are unable to change the status in Zoho Books. It will give you an error "You cannot make any
Connecteur Zoho vers Dolibarr
Bonjour, Contexte : * j'utilise Crm et Campaign pour gérer ma prospection et mon pipeline. * nous venons de prendre une franchise de commercialisation de services qui nous oblige à utiliser leur Erp développé Dolibarr Besoin : Continuer à utiliser Crm
How to get data from a file that is saved on zoho work drive to then update creator app.
So we have a few machines, and they have a consumables. There usage is tracked in a file, I would like to pull that data from the .ini file and import it into the zoho app so we can keep track of usage, is this possible with flows and how would the data
Transfer contact to a lead.
Is there a way to transfer a contact from CRM to a lead without having to re enter everything.
Email notification is not working
Could you please check the email notification of our account, we are not receiving any email notifications after form submission, we have the email template set up and received them at the beginning going to our SPAM, after I set "Not Junk" in outlook,
Zoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
Unable to add custom fields as columns in projects table
We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctant
Weekly Tips: Clean Your Inbox Using Email Scrubbing
We all know the struggle of an overstuffed inbox—those unwanted newsletters, outdated notifications, and repetitive messages that clutter our inbox and slow down our productivity. Over time, these distractions pile up, making it harder to find the messages
Email Notification Quota
Dear Zoho Team, I understand the Basic Plan has a limit of 10,000 submissions per month. Could you clarify the quota for email notifications? Specifically, can it send up to 2,000 email notifications per day? Thanks in advance!
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
Projects Integration - how can I bring the submitter of the form into Zoho Projects?
I've spoken to Zoho several times about this but they've been pretty useless and taking ages to respond to the ticket. I have a form set up in Zoho Forms and when this is submitted, it auto-creates a task in a project in Zoho Projects via the Projects
Delay Function
Hello, I would like to emphasize the importance of incorporating a delay functionality within custom functions, particularly in the context of integrating multiple platforms. As I understand, a delay function is not available by default in Zoho. However,
Zoho CRM Client Portal
I have set up domain mapping. https://help.zoho.com/portal/en/community/topic/early-access-rebrand-your-crm-with-the-all-new-custom-domain-mapping-setup-18-5-2023 When a Portal User logs into the Client Portal and prints any page, the Zoho branding still
Introducing the Get to Know Deluge series!
Hello users, To help users unlock the potential of Deluge, the Zoho Deluge team has launched the Get to Know Deluge series. This program serves as an introduction to Deluge's foundational concepts while offering a glimpse into its advanced capabilities.
How to Move OST to PST without Outlook
MailsDaddy OST to PST Converter is an outstanding solution that help users to complete the conversion task without hassle. It offers users to convert multiple OST files into PST format with complete data security. Here users can open and access the complete
Zoho Recruit - Blueprint and ZIA
If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?
Zoho domain toppi.com.py
Good morning I'm sorry to bother you, but I cancelled the service, but I see the charges on my card without having received the support charge confirmation email. I want to reverse this cost. I look forward to your return.
Used & Non used Inventories
I have a list of used inventories with campaign names and creation dates. I want to show the count of used and non-used inventories in a dashboard with a date filter (like last 30 days, last 3 months). I’ve written a query for the count, but the date
Gain user-based AI insights with Sheet View
Zoho Sprints is AI-ready when it comes to analyzing your organization’s users. We can process the user data available in your Zoho Sprints workspace and provide you with real-time insights, helping you understand user contribution, efficiency, and other
Announcing new features in Trident for Windows (v.1.20.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
Help with order importing, manual order creation, and how lookups work and Zapier integration to retrieve orders via webhooks
Hi I've been trying to import orders from my ecommerce package. I have set up a CSV file with some sample orders and have been trying to match the fields. I created new fields - see images (also a copy of the CSV). But I am getting orders skipped because
can we split the Whatsapp Message (Business Messaging) to only appear to certain user?
I know that we can split the leads record if a user send a message through Whatsapp API in here as you can see from the image above, we assign two users to handle the messages but it seems to me that all users can see all messages in the 'Message' module
INVALID_TOKEN CREATING LEAD
An error occurs when create token with curl "https://www.zohoapis.com/crm/v7/Leads" -H "Authorization: Zoho-oauthtoken HIDE" -d"@Lead.json" -X POST I can read leads, but I cannot write them. The permission are: ZohoCRM.modules.leads.ALL ZohoCRM.modules.deals.ALL
Creating Custom fields controlling visible lines?
I am very new to Zoho however I do not see anything on the Multiline line field creation that lets you control how many visible lines will show after data is entered in. I would have thought there would be a setting once you go into the Edit Properties
Job Alerts for Candidates
hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
Import data into Multi-Select lookup field from CSV/Excel
How to import data into a multi-select lookup field from the CSV/Excel Sheet? Let's say I have an Accounts multi-select lookup field in the Deals module and I want to import the Deals with Accounts field. Steps:- 1. Create/edit a multi-select lookup field
Pageless mode needed to modernise Writer
When we switched from GSuite to Zoho, one of the easiest apps I found to give up, was Docs. In many ways, Writer has always been more powerful than Docs, especially in terms of workflows/fillable forms/etc. However, I went back into Docs because I notice
Building extensions #1: Creating and testing extensions for Zoho Finance Suite applications
Hello developers! We're excited to announce a new series called "Building extensions" to assist developers in creating efficient extensions for Zoho Finance Suite products. We'll support and guide you through the process of creating an extension and using
One day ticket in a multiple day event
Hi, is it possible to set up a one day ticket in a two days long event. I setted up a two days event, and I need to create two ticket class, one for the first day and another for the second day. Thank you
Live webinar: Zoho Show for SMBs
Hello everyone, We are excited to bring you to our first webinar of 2025! This time, we’re focusing on SMBs and exploring the role of presentations in pitching business ideas or solutions. We’ll also look at how Zoho Show gives you a wide range of tools
Change eMail Template for Event-Invitations
Hello ZOHO-CRM Team How I can change the eMail Template for Event-Invitations? I work with the German Version of the Free Version. I know how I can modify eMail alerts or Signature Templates, but where I can other eMails modify you send out? Thank you for your answer. Regards, Juerg
Mail Merge Document linked to Wrong Module
I've typed up a big document and realised its linked to the wrong module (Jobs). Is there a way to change this?
Guidance on Making Zoho Desk Connections Available for All Data Centers
Hi Team, I’m currently developing an application using Zoho Desk connections to manage OAuth for my third-party products. Could you please advise on the steps required to make it available across all data centers? Looking forward to your thoughts on
Custom Extension, create a trigger button in custom module to launch the app, or any workaround
Hello Have created a custom extension , publish as private, all working But I'm facing an issue For my test I create a button in accounts or Contacts module to launch the app. But how I can handle to create same button in a custom module (not created
How do you create multiple notes? - I keep writing over same note???
APPLICATION : ZOHO NOTEBOOK (Jan2025) How do you create multiple notes? - I keep writing over same note???
How to search Locked Record?
Hi, I have script like below, however seems this cannot search those locked record. what para I can add to search locked record? var invoice_info_list = ZDK.Apps.CRM.Invoices.searchByCriteria("(Sales_Order:equals:"+ so_record_id +")");
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