Recent Topics
Ticket Status Colors
Can i change the colors of Ticket Status in the admin panel? Or even change the background of the entire cell of a Critical ticket? This way its easy for my agents to see a urgent ticket when it comes in. Right now everything is black text. Here Right
Zoho Sites and CloudFlare DNS issue over HTTPS
I have a Zoho Site with a custom domain voterprotectioncorps.org NameCheap is the registrar CloudFlare is the DNS manager, using custom Nameservers (see attached) I installed the SSL cert via Zoho Sites (the "Add SSL cert" option that installs the free
How do I do a formula to join two fields together like first name and last name into full name?
Having issues with this in my custom module. In most CRM systems you would do: FIELD1 & " " & FIELD2 But it gives an error saying I'm not supposed to use double quotations so not sure what that means. I've tried to read the formula help guide but it's
workflow field update will Not triggering another workflow rule
I have a Workflow rule that is supposed to get triggered when a field is modified to certain value. This field is actually the lead status and when the lead status changes to "Client Not Responding" . I have a series of emails that go out to re-engage
[Résolu] Liste dynamique dans Creator
Bonjour, Dans Zoho Creator j'aimera pouvoir afficher une liste en fonction d'une donnée choisie dans une autre liste. Explication : J'ai un formulaire Département avec comme champ : Nom J'ai un formulaire Personnel avec comme champs : Nom et 'lookup'
PDF Document creating, editing, digital signing?
Any chance you could provide PDF creating, editing,signing? Or perhaps integrate with http://www.pdfescape.com/ ? thanks, Linda
Pay in USD
Hi, is it possible to pay in USD instead of EUR? Thanks.
Stock function not working for Brazil (Bovespa)
Hi, The STOCK function in not working for the Brazil Exchange "Bovespa". This is the syntax I´m using: =STOCK("Bovespa:BBAS3";"PRICE"). Thanks for any help. Ale
Tablet Pencil + Fillable Form
Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing
Announcing new features in Trident for macOS (v.1.10.0)
Hello everyone! Trident for macOS (v.1.10.0) is here with major features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Create tasks from emails. In addition to creating tasks from selected
Journey : "Added to segment" trigger doesn't work automatically
Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,
Two way sync Zoho Mail and Bookings
Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?
Assistance Required: Email Configuration Issues for Domain clearskyaerials.net
Dear Support Team, I am experiencing issues with my email configuration after linking my domain, clearskyaerials.net, to Zoho Mail. I followed the DKIM setup guide and successfully configured it. While I can now send emails, I am unable to receive them.
How can I bulk import product images to Zoho crm.
How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
Can't send mail Reason:554 5.1.8 Email Outgoing Blocked.
I send messages to my clients for my agency to my targeted clients last night I got (Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked) this warning. Now I can't send mails. Please fix this issue.
erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido
Olá, não consigo enviar ou receber e-mails, pois mostra uma mensagem de erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido.. Por favor, ajude-me a corrigi-lo. Obrigado.
How do I go to new form after using deluge button?
I have (Form1) - [Report1] (Form2) - [Report2] I have created a button which appears on [Report1] which creates a new record for [Form2] using data from [Form1]. I have the script working well, it pulls the needed information from Form1 and builds a new
smtppro.zoho.como eror
En nuestras cuentas de empresa desde hace unos dias estamos experimientando problemas con los correos IMAP outlook, generando un error en el smtppro.zoho.com 465 /SSL Todo estaba trabajando bien y sin problemas. Alguien mas con el mimo problema y/o encontró
Outgoing Email blocked
Hi Support Team, My outgoing emails has been blocked, Appreciate your help to unblock it. Hartron Trade
How do I stop getting notified about upgrading to Upgrade now and save big!
How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this a
Sheet view ignores layout rules / How to restrict fields in sheet view
Hi Problem 1: When editing records in sheet view, layout rules are ignored. This is a problem, because it allows users to ignore some mandatory fields (mandatory in a Layout Rule). (Mass Update does not allow updating of fields with Layout Rules, so why
Portal users embed access
So I have a page with a form, and two reports on either side. The reports are embedded as html snippets. So basically, it's set up that when I select a material from the form lookup field, it reloads the report embeds but filters the records with the
Importing Accounts with Parent Accounts
I would like to import accounts that contain parent accounts. I see a Parent Account but do not see a Parent account number in the Zoho fields and will need this to make sure the correct unique parent is imported. Can you help explain how to accomplish this?
Merge item
As a follow up on a request point raised 7 years ago I would like to submit an official request to enable a "merge item" option. Discussion: https://help.zoho.com/portal/en/community/topic/merge-items submitted by user 4001007559351 Our business has several
Canvas Fit to Screen
Hi, is it possible to have the Fit to Screen tickbox unmarked as a default?
Banking - User Roles - Access To Single Bank Account
Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts
Zoho Account search not finding account even thought account is created
Hi Over the last week I cannot find a account on a lookup field, the account exists as when I check in the module its there. Any lookup filter, in a lookup field fails to find the appropriate account, im not sure if you have a Regex issue but its clearly
How to send an alert when there have been no leads for 2 days
Hello, I want to be alerted when there have been no new leads created for, say, 2 days. It seems like it should be a simple thing to achieve but I'm struggling. I tried asking Zia and this was the answer, but it doesn't fit what I'm seeing on the workflow
How to get bulk write to work as expected
I need to move data from our systems into Zoho. I have created a sandbox to test the usage of migrating our data to Zoho and confirmed everything worked there. When attempting to do the same with our production CRM I was met with an error saying Zoho
Zoho Sign embedded iframe
Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options
SIGNATURE FIELD INSIDE CRM MODULE
I need to have a signature field inside CRM MODULE This can be used into my Post Sales Module that i´ve created to make Meetings Summary I need my client to sign this Meetings Summary during my visit and that ain´t possible with Zoho crm I know we have
email and username change
HI, I'd like to change my email and username for my zoho store, please help me on this issue.
"Extra keys limit has exceeded"
Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit payment
Collapsible Sections & Section Navigation Needed
The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.
use of comma as a decimal separator
Hello, I wish to find a way to customize the number format for my proper use. I have to use french data, where the "," is used as the decimal separator : for example the french way to write "3.99�" is "3,99�" Is it possible to do it in Zoho Sheet ? If this is not actually the case, I'd love this feature to be implemented !
Ability for customer to give feedback after receipt of an order
Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to
Zoho meeting api not working in trial version
I have and free trial meeting access. When i have tried to create a authentication code for meeting it shows Invalid OAuth Scope error. My code: $client_id = 'client_id'; $redirect_uri = 'site_url'; $scope = 'ZohoMeeting.organize.CREATE,ZohoMeeting.organize.READ';
Why is Nordic No Longer Available as a Translation Service for Email
I routine receive email in Nordic but now it has been removed from the list of available translations. Why?
Create WorkDrive Folder with specific Sub-Folders when new Zoho CRM entry in "Accounts" Module
So, my flow creates a WorkDrive Folder in the required Team Folder, but I want the same flow to create four Subfolders within the new folder. Man, Woman, Boy & Girl sub-folders I was looking at this below but how do I identify the new Parent folder as
Live webinar: 2024 recap of Zoho Show
Hello all, 2024 has been an incredible year for Zoho Show! We've listened to your feedback and worked continuously to strengthen the tools you use to create, collaborate, and deliver presentations. From rolling out new features to enhancing existing ones,
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