Recent Topics
Improved record access with the Default Access Level feature
Greetings, I hope you're all doing well. We're excited to introduce Default Access Levels, which enable you to grant access to your peers' records when necessary. What problem does it solve? Organizations typically have hierarchies wherein higher-level
Error sending an email
Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":
emails to AOL / Yahoo bouncing
When I send email to an AOL account this morning, I receive the following error: -------------------------------------------------------------------------------------------------------------------------------------------------- This message was created
New Agent Creation - Not Receiving Activation Email
I created multiple new agents within Zoho Desk with no issue. Everyone one of them received the activation email except one. The email is correct and confirmed multiple times. It is not located in the Spam folder. I withdrew the activation and recreated
Can I access the root directory?
I would like to add push notifications to my site and I need to add the code to the root directory.
Templates when adding a ticket
Hello, When adding a ticket and crafting a description is it possible to have the templates available? I would like to do it all at once vs creating the ticket then navigating to the ticket to send the initial contact. Thank you,
Retrieving a sandbox
Is there a way to retrieve a previous sandbox build?
Calculate your investment's value with the NPV, PV, and FV functions in Zoho Office Integrator
Hi users, We are pleased to introduce three new formulas in Zoho Office Integrator's document editor: Net Present Value (NPV), Present Value (PV), and Future Value (FV). These formulas allow you to calculate the value of your investment over a specific
Last name is being added into first name
We have noticed in our campaigns that the last name is being included with the first name for some people. We have gone through the CRM and they are all entered correctly. Does any one have any ideas how why and how to fix this?
Sending User-centric reports to all users
I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials. I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receive
Let's build a dashboard with Cliq Widgets!
While juggling multiple tasks and tracking real-time data, you face a strict deadline for delivering a quarterly analysis report on a blank canvas while switching between different apps. Sounds exhausting, right? What if you could streamline everything
How to filter by null values
Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.
how to send recurring estimates instead of recurring invoices
Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number
View Reference Values in pick list field not showing
Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",
Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?
Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com
[ Free Webinar] Transform your hiring process with Zoho Recruit's AI tools
We are conducting a free webinar (on 26th November, 05:00 AM IST - 06:00 AM IST) designed to help you make the most of Zoho Recruit’s AI capabilities and give you a sneak peek into our future roadmap. Why Attend? In this session, you will: Discover how
Zoho invoice doesn't support Arabic language
I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.
Reports - Billable Hours
Hello, I have been playing around with some of the reports features but haven't yet been able to generate a report outlining Tickets which have been closed, that have billable time entries - defined against customer accounts - I can run a report showing
Remove "Additional Information" options from user-created tickets
I'd like to configure customers to be able to create tickets themselves, with and without logging in. However, I don't want them to set things like the priority or due date. Is there a way to remove these options from the help center when customers create
Based onthe multipick list value want to Show in the pick list field
Based onthe multipick list value want to Show in the Single pick list field Database Region is multipick list if it contain Saudi and UAE then region pick list want to show Saudi and UAE Database Region is multipick list if it contain Saudi then region
CRM quotes and sub forms.
Recently upgraded to Enterprise CRM - now some added hopes/questions * In a subform in quotes, if I add a "Percent" field, called Overage for instance. I would expect it to allow me to enter a percent like "10%" and carry the percent forward to formulas
Add Mileage Tab on Expenses
Hello, the 'Add Mileage' tab is not visible. How can I enable it? I checked the settings, and my user has admin privileges. I also enabled mileage in the policy, but the 'Add Mileage' tab is still not visible. What could be the issue?
Getting Started All Zoho Desk APIs require these two mandatory fields in the header.
Hey, according to API Dokumentation, All Zoho Desk APIs require these two mandatory fields in the header. Authorization - Authentication request token orgId -ID of the organization to access. All API endpoints except /organizations mandatorily require
Export PDF File Name
Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
Kaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the different
Campaigns workflow emails going to Spam
Hi Everyone, Does anyone have a solution for workflow emails going to recipients SPAM folders? Our domain is not on any Blacklists, We have our domain authenticated with SPF, DKIM and DMARC all set up and we still have leads who tell us they are not getting
Add and Delete Customer Portal user via Deluge
Using Creator to build an app involving a customer portal. I'm trying to integrate the customer portal for the first time and it is raising questions, mainly because it's new territory. Is it possible to add a new user to the customer portal via deluge? For example, if an existing user invites/refers another potential user to try our app, is there code to automate via deluge, setting up an account ready to go for them? The referral would include their email address, and a workflow would set up the
Unexpected Error in Reports (Pivot Chart, Pivot Table)
Dear Zoho Support Team, I am facing an issue while creating reports (Pivot Chart, Pivot Table, etc.) in Zoho Creator. When I try to access the report, I receive an unexpected error, and an alert message saying "Undefined" appears with the loading UI.
Turn off/Disable Lead Approval
Is there a way to disable the need to approve leads? I thought there was but I can't find any reference to it in help, etc. We don't need an approval process for incoming leads at the moment. Thanks.
Email transfer to projects
We are unable to add comment/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add comment/
Cursor Keeps Disappearing in the Email Fields
I did the recent update to the Zoho desktop app - I'm on PC Windows 11. My cursor keeps disappearing when I try to type in the "To" "CC" "Subject" boxes and typing in the body of the email. I've been trying to just tab through the sections instead of
Hourly Permission not getting Calculated
That is our settings The total calculation should be from 9:37 AM to 3:37 PM, but the hourly permission isn't getting calculated The last entry is hourly permission, it's not
Client Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"
The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"
Zoho Mail Android app update - View emails shared via Permalink on the app.
Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile
Custom Sign-in and Sign-out
I've had a number of users ask me "how do I sign-out" when the sign-out link is clearly on the upper right of the page. To make it more obvious, you can use this bit of code to make a sign-out button on the top of any HTML view. You can customize the serviceurl as needed. <a class="zc-formbutton" style="padding: 5px;font-size:12px;" href="https://accounts.zoho.com/logout?serviceurl=https://creator.zoho.com/<%=zoho.adminuser%>/<%=zoho.appname%>/">Sign-Out</a> And since we're on this topic, you can
Client Script - Updating Field Value in Detail Page of a Lead
Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
Zoho One and Zoho Learn
Is Zoho Learn going to become part of Zoho One? If not, why not? Also, if not, what is the closest product offered in the One bundle which is comparable to Zoho Learn? Please help me understand the overall relationship between Zoho Learn and Zoho One.
Feature request - pin or flag note
Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important
LMS icon missing in zoho people account
How to create zoho people LMS. I tried to find the LMS icon in zoho people. But I didn't find that icon. Kindly give solution. how to start LMS in zoho people account?
CRM Quotes- Delete tasks when status is changed
Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an
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