Recent Topics
subscribe email list for offer and updates is not working for zoho commerce
my subscribing to email list is not working for offers and updates for my ecommerce website soignee it is saying please wait can anyone tell me the reason for this
how do i see a list of active End Users?
looking for a list of who i sent invitations to be an End User? who has signed up?
Email template for customer notification on ticket reply is not being used
I've set up an email template for notify contact up upon receiving a reply in ticket. When I send a reply to the ticket, it is not using that email template. It just sends a normal looking email. How do I make it so that the email template is being used?
Conversation to Resolution
Good day, I'd like to know how others are doing it. When we close a ticket, we reply to the ticket via email with photos of the issue and disclaimers. Then, we enter (copy and paste) the exact text in the resolution for reporting. I asked Zogo for a possible
Zoho Desk - Feature Request - Add more social channels on Community user profile
Hi Team, While updating my profile here I noticed that it is only possible to add Facebook and Twitter social links. 1. Please consider adding at least LinkedIn and if possible, other popular channels. 2. Please consider renaming Twitter field name to
Train Zia answer bot on only part of Knowledge Base?
We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories
ViewID and Zoho Desk API
I'm looking at the documentation for Listing contacts and it looks like you can filter by ViewID. I assume this is views created in a department or all departments. Is this correct? And if so, how do I find the ViewID for that view? EDIT: I see the view
In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? automatically
In Zoho CRM, is it possible to transition from Approach 1 to Approach 3 based on the contract End Date? I have one issue between Approach 1 to Approach 3 there is another transition Approach 2 Iam faceing the issue if use the blue print API means i able
HOW CAN I ADD NOTE FIELD IN EMAIL TEMPLATE?
I have an email template which i use as a lost deal notification. I would like to mention "Note" field also which captures the reason for the lost deal. I am not able to do so and i checked with help desk and they confirmed that it is not possible. Is
Remove OpenAI Dependency for Zia Meeting Keynotes & Add Hebrew Support
Hi Zoho Meeting Team, Hope you're doing well. We would like to request the following enhancements to the Zia integration for meeting keynotes in Zoho Meeting: 1. Remove the Dependency on OpenAI's ChatGPT Currently, Zia uses OpenAI’s ChatGPT to generate
ZOHO Task deleted accidently
Hello team, Can you please help me with a deleted task that was created in general task list for one of my project. The task is very important to me as it was created by client. Please help me.
I dont see Timesheet configuration for my client
I dont see Timesheet configuration for my client
Add Hebrew Support for Meeting Transcripts Provided by ZIA in Zoho Cliq
Hi Zoho Cliq Team, Hope you're doing well. We would like to request the addition of Hebrew language support for the Meeting Transcript and Summary feature in Zoho Cliq. Currently the transcript and summary feature is available for recorded meetings and
Zoho Inventory for VEHICLE Business
Can someone guide me, how we can import list of stock items pertaining to stock of cars. The unique number is Chassis Number
update warehouse id for closed credit notes
the code run successfully but its not updating the warehouse, i send payload of warehouse id and name ,then tried to clone exisitng with updated fields .. lost one week in this.. <?php namespace App\Http\Controllers; use Illuminate\Http\Request; use App\Libraries\ZohoConnector;
Monitor Ticket Transition Through Lifecycle Report
Hello everyone, We have introduced lifecycle report under the pre-defined or static reports to provide better visibility of ticket transitions. For more information kindly refer to the help doc: Monitoring Ticket Transition with Lifecycle Reports Importance
Importing Tasks : Where is the flexible work hours field ?
I need to be able to import a years worth of flexible hours for our part time workers, but I can't find what field to import to. When I do an export, there is nothing that signifies Standard/Flexible and whenever I import it automatically sets it to Standard...
Zoho Campaign initial Setup
Clarification on Contact Consent for Email Campaigns in Zoho Campaigns I’m currently setting up an email marketing campaign for my organization using Zoho Campaigns, and while going through the process, I came across the requirement of having contact
Zoho Projects Roadshow, Australia & New Zealand - 2025
Dear Users, We are happy to announce the Zoho Projects Roadshows 2025 in Melbourne & Auckland. Our team will discuss industry specific solutions as well as help network with other participants. If you are an existing user of Zoho CRM, Zoho Books, or Zoho
Filter lookup field using client script
Hi, I used client scipt to filter a lookup field- the trigger is on detail page onload. It works, however sometimes when I start typing in that field the filter is removed and the whole list is shown. What can I do so that should not happen? Thanks
Múltiple Deals when converting a Lead
Hello!!! I hope someone can help me figure out the best way to handle this scenario. I have a multi-select field named “Service” in the Leads module that captures either Service A, Service B, or both. When converting a lead, Zoho CRM currently creates
Zoho Sprints Integration with Zoho Desk
Hi Team, I'm trying to integrate Zoho Desk with Zoho Sprints, but it's showing the message, "There are no teams available in Zoho Sprints. You don't have any teams! Click here to add." What should I do next to ensure a smooth integration?
CRM API Search Record for Last Name equals "."
When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for
Layout Rules Based on Task Owner
We are managing our entire workflow on Zoho Projects From Deal to Shipment to Receiving Payment Now there is one thing that I would like to the ability is to Show or Hide different fields based on Task Owner For example for Shipment Tasks I would like
Important: Changes to Microsoft (Outlook) Bulk Email Sending
Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening
If Problema Formula
Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega
Important: Changes to Microsoft (Outlook) Bulk Email Sending
Dear Marketers, We want to bring your attention to an important upcoming change announced by Microsoft (Outlook) that will impact users sending bulk emails to Outlook.com, Hotmail.com, and other Microsoft-hosted inboxes. This update focuses on strengthening
Zoho Projects Work Hours into Analytics
Since the most recent update, my Analytics reports that were comparing Zoho Projects Work Hours (estimate) against Timesheet Hours are gone. They were actually deleted. When I try to recreate them in Analytics there is no "Work Hours" field. Where
Enrich your CRM data and keep them updated
You spend a lot of your time and efforts in generating quality leads for your business. While generating leads is a challenge in itself, the real deal begins when sales reps try to nurture these leads and convert them as customers. So how equipped is your sales team with information about your leads matters a lot. For example, you might be using webforms to generate leads and collect customer information from your website. The lesser your webform fields are, the more your sign-ups right? From optimizing
Quick Books to Zoho Analytics integration issue
We have observed that few transactions are not flowing from Quick Books to Zoho Analytics when we integrate. There is no specific pattern observed. For Ex: In an accrual transaction a row is created for both Credit & Debit but for either of one row the
Zoho Not Receiving Emails Sent via PHP mail() – Arrives at Gmail/Outlook, but Not Zoho
I have a PHP script on my website that sends emails using the basic mail() function — not SMTP or wp_mail() from WordPress. The email sends successfully to other addresses I own (like Gmail and Outlook), but emails sent to my Zoho-hosted address are never
Currency column showing $ symbol
Hello, I'm importing data from Zoho Projects to Zoho Analytics and I was wondering why "Budget amount" column is set in dollars even if the "Currency" column = EUR: Is there a way to get the budget amount as "EUR" + nnnnnn? Thank you
Record Locking for Meetings CRM
How can I lock meetings module in CRM? For other modules I can use Record Locking or Client Script, to lock some fields But for Meetings Client Script and Record Locking are both absent We have a problem, where employees are able to change meeting time
How to get the Logo
Hii Can you please Help me the how to get the Company Setting Photo using the Deluge I will Write this Code But here Will Fetch the Photo_id but We needed the image curl1= "https://www.zohoapis.eu/crm/v7/org"; info curl1 ; getTemplate1 = invokeurl [ url
Zoho API integration - missing tables even after using MODULES.READ scope across all modules
I tried to connect Zoho CRM to my Airbyte connector. I used clientid, client secret and the refresh token to do so. All I see is 77 tables available after connector. I miss few tables like lead agreement deal contact Can you please let me know, what scope
Product Updates in Zoho Workplace applications | March 2025
Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this March. Zoho Mail Include original attachments in reply email When you Reply or Reply All to an email, original attachments
Free Webinar Alert! Track, Bill, Get Paid: Streamline Finances with Zoho Books and Zoho Mail
Hello Zoho Community! Struggling to keep track of invoices, payments, and client communication? We’ve got you covered! In this webinar, we’ll show you how Zoho Mail and Zoho Books work together to simplify invoicing, track payments, and streamline financial
Bug in Kiosk Studio: GetRecords "Fields to Display" Change does not work
I made a Change in our Kiosk GetRecords "Fields to Display". The change does not appear in the actual Kiosk. Neither on preview, nor on live usage. Configuration: Actual Kiosk:
Field of Lookup Module 2 Way Dynamic Connection
I have several lookup fields in my custom Module And I have added fields from lookup fields to my module In my account module, I have a field called Quarterly Revenue Forecast But this is only one way i-e the field value is only fetched during record
"In Zoho CRM, during the Blueprint transition to the image field mandatory and file upload field mandatory
I want image and file upload field want to be mandatory during the blueprint transition In the QC done Transtion Iwant to make QC done file upload and Case QR Sticker Mandatory In Pre delivery Stage i want to make Site ready file upload field mandagtory
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