Recent Topics
Parsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?
Best way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of you
Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
How do i display opportunity win rate on Widget and chart
Hi, For simplicity, given a table of opportunities, with status field of Active, Won and Lost, and Close Dates, how do I display our win rate for last 30 days in KPI widget show a chart of our last 30 days win rate, historically. Thanks
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
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
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
How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time duration
Zoho Zepto mail
I've already checked the domain and setup the user agent, as well as the SMTP user name and password, and the test email is working. So, please teach me how to import an email list and send emails.
Function Only Working Manually
Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void
How to send binary data in invokeurl task?
Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
Caso de Uso | ZKTeco ahorra cientos de horas al año con Zoho One
"Zoho no solo ha facilitado nuestro día a día, sino que se ha convertido en un aliado de negocio estratégico para ZKTeco." - Emilio García, CTO ZKTeco Europa ¡Hola, Español Zoho Community! Hoy nos gustaría mostraros cómo el gigante de la tecnología de
Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
CRM - Copy data from Single Line to Lookup Field
Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have some
How long until received item is visable as in stock when creating bundle?
We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?
LinkedIn Followers not correct
It looks like Zoho Analytics only counts followers from the day it was connected to our LinkedIn-page. The Total Followers Count in Analytics only displays 549 followers, while in reality we have 1,036 followers. The information is correct in Zoho Social,
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Stock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
Lookup Fields - Needs more than 5 Link
The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?
Disabling Tasks module- Zoho Projects app update
Hello everyone! In the latest Android(v3.9.19) and iOS(v3.9.6) versions of the Zoho Projects mobile app, we have implemented enabling/ disabling the Task module as per your portal configuration on the Zoho Projects desktop site(projects.zoho.com). If
Free webinar alert! The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace.
Hello, community members! We're delighted to invite you to our first webinar of 2025, The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace, on January 23. The effective usage of Zoho Workplace isn't just about the tools—it’s
WhatsApp in Zoho Social
Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get
Zoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
Emmanuel Katto : Zoho Meetings Outlook Plugin Authentication Issue - Help Needed
Hi everyone, I'm Emmanuel Katto, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the last couple of weeks. When we try to sign in via the plugin, it redirects to the authentication page, and after successfully authenticating, it shows
Search Function Not Working Properly
Search Function Not Working Properly
Mapping for date field from one module to another.
Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customer
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
Convert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
Zoho Commerce - Mobile Application
Does Zoho Commerce have a mobile application for customers to place an order?
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked
My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails
Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
This domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the
Bulk Importing Personal/Shared contacts via csv or excel
Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assist
Can we have Bills of Material Module ?
Can we have Bills of Material Module ?
Domain verification is in progress... (How long do I need to wait?)
Trying to setup my first email domain by connecting with GoDaddy. Have been here for quite some time and the screen is not changing. How long should this take?Send DataSend Data
Fixed asset management
I want to know if there is any individual module for fixed assets management
How to sync read mails to GMail?
Hello I am testing Zoho TeamInbox but I have an issue with my connected GMail account. Whenever I read a mail in TeamInbox or even reply to it, the email stays as "unread" in GMail. Is this normal behaviour? I thought that with the 2-way sync of IMAP
Lost ZB Code
Hi, Please what is the ZB code for my domain? It was mistakenly deleted. Please treat as urgent.
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