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• Sticky Posts

• Team Zoho People in your city!

  We are back with our next series of community events to meet you at your city! We are delighted to invite you to join us for a day of insightful sessions, interactions with other Zoho People users, and one-on-one sessions with our product experts. This

• Come, join our HR Community!

  Hello everyone, We are delighted to invite you to join the HR Community, an exclusive forum for HR professionals around the world to collaborate, learn and grow together. In the HR community, you will be part of a tight-knit HR group, wherein you can,

• Ask the experts: A 5-hour live Q and A session on Zoho People

  We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions.You can start

• Ask the experts: A 5-hour live Q and A session on Zoho People

  The awaited 'Ask the experts' session of the month is here to give instant answers to your questions on Zoho People.  Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions.   What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge.   Where to ask? Simply use the comments' space of this post to type in your questions. You can start posting your questions

• Webinar: What HR should be doing during this pandemic

  These are testing times for organizations, especially for Human Resources. From the reallocation of resources to finding new ways to manage a remote workforce, there are so many things that HR should be focusing on right now. Now is when expert advice can help. Join us for a free webinar and hear it from one of the leading industry experts, Nick Holley, on what HR should be doing during this pandemic.  This will be a partially interactive session where Nick will answer your questions once every 10

• Recent Topics

• 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

• Organization-Tiered Support in Zoho Corp Help Center

  Dear Zoho Team, Greetings! As the focal point for all Zoho-related matters in our organization, we would like to request the implementation of an organization-tiered support structure in the Zoho Corp Help Center (Zoho's internal Zoho Desk). This feature

• HTTP Error 500 when creating E-Mail Draft with API

  Hi, I tried to create an email draft for a ticket using the Zoho Desk API (v1); however, I continuously receive HTTP Error 500: An internal server error occurred while performing this operation. I've tried both curl and Python implementations, but neither

• Recording overpayment?

  So a customer just overpaid me and how do I record this? I can't enter an amount that is higher than the invoice amount. Eg. Invoice is $195 and he sent $200. He's a reccuring customer so is there a way to record so that he has a $5 advance for future invoice?

• Function #10: Update item prices automatically based on the last transaction created

  In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom

• Calculate BMI

  Hello, Could you please help me with the following calculation: Height registration is in feet & inches. Weight registration is in pounds & LBS. I want to calculate the BMI for example: //Calculate pounds dec = row.Today_s_Weight_st_lbs.toDecimal() * 100; num = row.Today_s_Weight_st_lbs.toLong() * 14; pounds = (dec +  num); //Calculate inches dec1 = X.Height_ft_ins.toDecimal() * 100; num1 = X.Height_ft_ins.toLong() * 12; inches = (num1 + dec1); //BMI Calculation row.BMI = (pounds  *  0.45)  /  ((inches

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• E-mails duplicados

  Ao enviar e-mails, uma das contas de nossos usuários, mostra dois e-mails enviados iguais. Como faço para exibir somente um e-mail enviado? Obrigado,

• Zoho Creator - Install app from Gallery takes too long

  I'm trying to install the 'Volunteer Portal' from the app Gallery of Zoho Creator. It has been busy installing the app for over 2 hours now. It might be okay, but how long is something like that supposed to take? I never installed anything from that Gallery

• Why Trident?

  Maybe a strange question, but I was wondering why Trident is being developed. It looks fine and is working better and better, but I can't see what you want to achieve what isn't already in Zoho Mail? Zoho mail is already an (webbased I suppose) app that

• Email não baixa nem anexa arquivos

  Boa tarde. Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Tentamos no Windows 7 e 10, e mesmo assim não baixa nada. Somente pelo app do celular consigo baixar. O que posso fazer?

• Email zoho não baixa nem anexa arquivos

  Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Não baixa nada. Somente pelo app do celular consigo baixar. :(

• Problem adding emails to my account / Email Address already exists or associated in another Organisation

  Hello, I am trying to create 3 emails that I previously deleted, but it gives me the message that you see on the screen below, I tried to write to support but I still have no response, what else can I do?

• "Processing"

  Hi, All emails outgoing are showing "processing", any issues? Thanks

• For each loop with available time slots

  I am very new to Deluge, and this question was unable to be answered by Zoho Creator tech support upon request. Task at hand: I have a Form with 4 fields: - Date Start - Date End - Dropdown: Time Start: contains time slots (12:00PM, 12:15PM, etc) - Dropdown:

• Auto forward after moving email from spam to inbox

  Auto forward is generally working fine, however it does not forward mails landed in the spam folder. I can move important mails from spam back to inbox, is it possible to automatically forward them once they are in inbox? Obviously I can manually forward

• Projects Task List Bars not Showing

  Im in my Projects template and the grey bar for the Task Lists is not showing and the tasks cannot join to it. I have it open in a job and it works. Anyone know why its not showing in the template?

• Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

  Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must

• Searching Notes & Attachments

  Is it possible to have the search in CRM search the Notes and Attachments for key words

• no me llegan los correos a Zoho mail

  No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

• 553 Relaying disallowed SMTP Error: data not accepted

  I am configuring my website to use my zoho mail for my contact form. I am using phpmailer but this exits with the following error: SMTP ERROR: DATA END command failed: 553 Relaying disallowed SMTP Error: data not accepted. Mailer Error: SMTP Error: data

• Rebrand your CRM with the all-new custom domain mapping setup

  UPDATES TO THIS FEATURE! 19th Jan, 2024 — Custom domain mapping has been made available for portal users in Zoho One and CRM Plus. 23rd June, 2023 — Custom domain mapping has been made available for all users, in all DCs. Hello everyone! We are elated

• 'Find duplicates using :'

  I just discovered (and thought I would share) that you can import candidates to Zoho Recruit and define the field you want to use to find duplicates. I have used the email address all this time. But I think a better field to find duplicates is a contact's

• Territory management and roles hierarchy

  Hi everyone, we are facing a problem with territory management. Our roles hierarchy is quite simple: - Area sales managers - Sales executives (reporting to Area sales managers) - Backoffice "Sales executives" can see only accounts/contacts/etc based on

• DataPrep Bigquery Connection failed

  Hello everybody, I want to create a connnection beetwen Bigquery and Dataprep but when I try to connect my project I got this error Loading tables has failed. Table list fetched from the data source expired.

• Can Send Emails But I am not Receiving emails in Zoho Account

  Hello, I have configured a Zoho email account for the domain pentexqatar.com and I can send emails but am not receiving any emails in Zoho account. can I please let me know what could be the issues? Thank You

• Disable Multiple Submissions by same Employee

  Dear All, I am creating a form to be filled by employees. Is it possible to restrict submission of the form if that employee has already submitted it once?

• Whatsapp Notification For Cliq

  We have integrated WhatsApp Business into Zoho CRM, and messages are coming through to the CRM. However, I want a notification message to be sent to the data owner in Cliq when a new message arrives. This doesn't seem possible through rules. Is there

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Prefill Zoho Bookings form fields when using 'Email Booking URL' button in Zoho CRM

  I'm utilizing the 'Email Booking URL' button in Zoho CRM, linked to the 'Contacts' module. After the contact sets the meeting details and receives the email, I want the Zoho Bookings form to automatically pre-fill with their information (name, email,

• Call Counter

  For context, our Leads Page is configured with three separate phone number fields. This allows us to store multiple contact numbers for each lead. We've also integrated a click-to-dial feature in our CRM system, which enables us to make calls directly

• Power of Automation :: Incorporate your desired tasklist into a new project automatically

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• How to delete Inactive users?

  We want to delete inactive users from our system, but went you deactivate still the names are shown at the inactive section. How to get really rid off these names? Thanks for your response! Fabian van den Barselaar

• Events disappearing in Calendar

  To reproduce the bug: 1.- Add a new event in Calendar 2.- Type any name for the Event 3.- Click "Create" 4.- The event appears 5.- Click on the event to open it 6.- Optional: Edit the event 7.- Click OK 8.- After two seconds, the event disappears Now, click on another day and then come back to the inserted event's day. The event appears.

• Variable time for consultation.

  We would like to be able to not set a predefine time for the consultation. We wont be using this for the customer it's going to be use internaly to keep track of workers on the road that have appoiment and installation. Something in the line of a FSM

• Integration Zoho Books in CRM

  Hi, I integrated the CRM with Books. This allows me to display accounting documents assigned to a customer directly in the CRM. This is a very convenient option. Unfortunately, I can't find a solution to properly set permissions for my sales department.

• Scheduling Actions by Date and Reusing Webhooks in Journey Builder

  Hello, I’m trying to use the Journey Builder feature, but I noticed that it only allows scheduling actions forward in time, not based on a specific date. It would be very helpful if we could schedule actions ahead of time based on predefined date fields.

• New Customization options in the module builder: Quick Create and Detail view

  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

• Project Change Orders and Additions

  We are in the process of migrating from QuickBooks Online to Zoho Books. We have Zoho One and like the ability to sync all of our data across everything. And I like that projects work in a way that's less dumb than QuickBooks. I'm trying to figure out

• Create Invoice With More Than One Item/Product

  I was trying to use Zoho Flow to automatically create an invoice when an opportunity is marked won in Zoho CRM. However, you can only add one item/product using the Create invoice module. Is it possible to add more than one item/product to the same invoice?

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