Recent Topics
Better UI for proactive chat notifications needed!
It would be incredible if proactive chat notifications, instead of maximizing the widget—especially on mobile devices—would simply display a notification in this style. It’s not very good design for them to abruptly interrupt the visitor’s navigation.
Can't get TFA to work properly
I tried to get TFA to work with not success. I downloaded the Oneauth app but never seemed to receive the push code. Every time I had to switch back to log in with password. I wanted to get TFA to work, but I never could. Ironically, despite all the problems
developed an MCP server and can retrieve data from ZohoONE
https://x.com/Mac_nishio/status/1908715535585714481 Now that we have developed an MCP server and can retrieve data from ZohoONE, we can do corporate analysis for anything with just Claude. This is "Please connect to ZohoCRM and get a list of business
API - Inactive user
Hi We have a complex flow set up with an API. Yesterday I needed to inactivate a user who had set up the flow and API- realised after this, then broke the connection so - re-activated the user. The flow now seems not to work when gaining information from
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
Default styling for templates
Is there a way to add default styling to Contract templates? I want to be able to add page breaks between clauses for created templates, font styling and organise where clauses are positioned. I can only currently edit the styling from the template, but
Complex CRM Automation
Hi, I'm fairly new to this whole Zoho CRM and I kind of have a slightly complex automation to make. I just hoping for someone to put me on the right track with whatever apps and tools. If I can stay within CRM, even better! I'm making a new module to
Expenses in multi organisatuon setup
I appreciate that this question can be a mix of zoho expense and books. I have 2 books organisations, where one of them is only being used for financial management of a subsidiary in a separate country. Literally just for purpose of input accounting
Zoho Writer and Zoho Analytics ... How ?
I've installed this extension for Zoho Writer : https://marketplace.zoho.eu/app/writer/zoho-analytics-for-zoho-writer#overview and followed these instructions : https://www.zoho.com/analytics/help/datastorytelling/writer-integration.html But for the life
Chronic Bugs in their search API
Hi, I'd like to hear from other developers who are having problems using the Zoho CRM API. Very simple things, universally accepted search practices, simply don't work in the Zoho API. For instance, If you have a CRM Account with the name "My__Account"
delete contacts from phone
Hi, I have Google contacts as my main contact list, and in the past have had it sync with Zoho contacts. I wanted to clean everything up, and start over with Zoho, and import all the clean contacts from Google. I deleted all my Zoho contacts on my computer,
Scheduled post / promoting
Hi there, ive set up scheduled posts, i intend to do a paid promotion/boost my posts. Is there a way to set up the promotion prior to posts launching on social media? thanks, Nikki
Kaizen #184 : Using Widgets in ZET CLI and ZDK CLI
Hello all, Welcome back to the Kaizen Series! ZDK CLI is a set of command tools that you can use to manipulate Zoho CRM metadata including widgets. ZET CLI helps developers build and package widgets in Zoho CRM. In this Kaizen post, we will explore using
Deprecating Public Comments
Currently, Zoho Support allows users to add comments to a ticket and have these comments visible on the customer portal. These are called Public Comments. We intended these to be a convenient way for agents to let both customers and internal stakeholders know of developments in a ticket. Since then, we've added better and more elegant ways for agents to communicate with customers and employees. Naturally, the usage of Public Comments has come down over time. After studying its usage carefully,
Zoho Books API endpoint to fetch contact custom fields
Hello I am trying to sync my custom fields of woocommerce checkout with the custom fields of contacts/customers in Zoho books via API I need the api endpoint to fetch all custom fields from Zoho books, how can i achieve the same? Thanks Puneet
Custom TaskList and Tasks creation based on project custom field
Hello, I'm trying to configure Zoho Project for a specific use. I have created a custom multiselection field in project template and I would like to create one tasklist with multiple tasks in it depending on the multiselection field on each project. For
New Asap Widget How to update my code
I know you're still working on updating the documentation for calling the Asap Widget, the existing documentation is no longer valid. In the old 1.0 version I was able to do many things programmatically in javascript. I could open an article directly
leads by date created
Zoho, Please help me. I am definitely a novice with your product. I was looking up a lead and somehow changed all my leads from date created to now being by last name of company. I have a very important meeting and need them restored to date/time created.
Importing old Invoices into Zoho Books - Hitting the limit
I'm currently working on importing historic invoices and payments made records from one Zoho Books premium instance into another however i'm hitting the 25,000 per year limit issue, these invoices go all the way back to 2019, and i understand that generating
Reply-all copies Help Desk
Whenever we choose the Reply-al function on a ticket, the Help Desk email is automatically inserted into the CC field. Is there any way to remove this, or do we possibly have a configuration issue?
VAT return period question plus pre-registration expenses
Hello! I'm new to Zoho and I am trying to generate a VAT return that covers the period 11 November 2021 (my VAT registration date) to 28 February 2022. I know I'm slightly late with this but I'm struggling, because Zoho wants to produce a return only
My workflows not working
Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not have
Zoho Book not Connecting to Bank
Is anyone else having issues with Zoho Books connecting to their bank? We have not been able to connect to the Co-operative bank feeds since Dec. Zoho are blaming the Co-op but the Co-op says that it has to be a Zoho issue as no other accounting software
Unbale to send email from my zoho account
Hello Zoho Team When i compose my email and i press "send". It refuses to go and rather prompts an error message stating "Unable to send message; reason 554 5.1.1 Mail sending blocked for the domain(s): [pass24-sas.com, elitiscameroun.com] How can i solve
How to duplicate template ?
I've created a template, but want to create a different version of it for another use case - but I can't figure out how to copy it ... The Save As function is grey when editing and no option to copy from the template menu ?
Searching on many field from a subform
Hello, i have a form "Product" with 30 fields. i have a form "Quote" with a subform for add product (with a lookup) . when i add a product, i need to search the product on different criteria. Today i just search on 4 fields with "Advanced Criteria". How
My account can't click on any menu options. Non-responsive. Only will let her open and log-out. Please Help!
Hi, our company recently switched to your email service. Our accountant cannot get any of her menu items such as contacts, calendars,notes, tasks, or even settings, apps or anything to respond. You click and nothing happens. It will let her log-in and
Zoho Creator - App Layout vs. Desktop Layout
Hi There, Although the idea of an iPad or iOS app for accessing any Creator app is great, the current layout lacks GUI usability, similar to Zoho CRM. It would be beneficial to integrate CANVA for designing different layouts, making them more visually
Zoho Mail not loading
Hi All, We are currently experiencing issues with Zoho Mail and you might not be able to access the service. Our technical team is working on it with highest priority. As an alternative, you may try accessing Zoho Mail via POP/IMAP & mobile devices and to access via web-browsers please use https://t.zoho.com/ or https://m.zoho.com (preferably for viewing/reading emails). We will keep you updated once the issue is fixed. Please bear with us till then. Your patience is highly appreciated! We apologize
How to include original email as a quote in a Email Direct Reply in a Workflow (Helpdesk)
Hi. I have an automatic email with a couple placeholders, sent to the recipient stating what their ticket number is in a Workflow in Zoho Desk. What I would like to do is quote the original email they sent which triggers the workflow at the bottom of
Incorrect Record ID
Whenever I create an entry in my form, the record ID shown in the report is wrong. I have a test script that simply calls zoho.creator.getRecordById after form submission using its own record ID and it keeps returning {"code":3100,"message":"No Data Available"}.
Filter contacts based on selected category in Zoho Desk ticket
Hello community, I’m setting up the Tickets module in Zoho Desk and I need help implementing the following: When a category is selected in a ticket, I want the Contact field to be filtered so that it only displays contacts that are related to that category.
All the steps to submit a repair request—now packed into a single kiosk | Kiosk Studio Session #6
Looking for more ideas? Please check out our other posts! Session #1 covers how to view customers from the same industry. Session #2 covers how to build a call script kiosk. Session #3 looks at streamlining appointments. Session #4 shows how kiosks can
Adding two custom fields
Sorry if it is too simple, but how can I create a custom field in Desk to add first and last name e.g. first Name + Last Name = Full Name Thanks Rudy
Track and Manage Temp Attachments with Expiry Dates
Keeping track of temp documents is now easier and more organized. With this update, you can: ➤ Upload attachments with expiry dates. ➤ Get visual indicators for pending or expired documents. ➤ Set up reminders to notify temp owners before documents expire.
Customize the Client Portal
Is there any way we can customize the Zoho Recruit Client Portal so that I can ensure that the columns/headers that the client admins and hiring managers only see what they need?
Weekly Tips: Take Control Of Your Inbox with Mark as Spam Option
Receiving emails that instantly feel suspicious, irrelevant, or just plain unwanted has become part of our everyday lives now. Whether it is an unexpected marketing email, an unfamiliar sender, or an uninvited message, we all face the frustration of having
Users don't have access to WhatsApp chats
Dear Support Team, I hope this message finds you well. We've recently implemented the Business Messaging feature, leveraging WhatsApp as a primary channel for customer communication. However, we've encountered a critical issue that's hindering our operations.
Where to Map Candidate fields to Employee fields in Zoho People 5.0
I can not find options anywhere on Zoho people 5.0 where I can choose how the data fields are mapped from the candidate form to the onboarding form
Create a list of products and automatically associate them with new deals
Hello, I have a store with WooCommerce, and I want to import orders into my pipeline. But I haven't found a way to import the order with the associated products. So, do I have to create the deals and then manually add the products to them? That's double
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