Recent Topics
How to Retrieve Serial Numbers of Items in Zoho Inventory via API?
Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers for
Zoho Mail (Canada) is down? URGENT.
Hi, Zoho Mail is down for me and my clients clients in the Canadian datacenter. Is there anything being done about it? It's quite urgent.
Email Not Showing From Website Contact Form Submission
When a prospective client emails me from my contact form on my website, the email that arrives in my inbox doesn't show that person's email address despite it being a required field on my contact forms. It's a wordpress site and is working at that end, I've tested with a different email address and despite entering it, it doesn't show in the email I received in Zoho. Is this a Zoho problem or a problem with Contact forms on wordpress?
Mail Policy Problem
Hello, I have setup a new Mail Policy for outgoing and incoming attachments. For testing purposes I have currently setup for outgoing attachment policy, allowed *.txt files. However in this instance, when I try to send an email with a .txt attachment I get the following error. "Unable to send message;Reason:554 5.7.7 Mail Policy violation : Check attachments and try again" Also sending mails without an attachment also results in same error message. Can you help please.
Parent-Child ticketing upgrades for better efficiency and context
Hello All, The parent-child ticketing system in Desk helps the customer service team resolve related issues faster and more efficiently. We're excited to introduce some new enhancements to this system. Perform updates on multiple child tickets at once
Fetch record based on last modified time in zoho crm
Hi I have created a script in php in which I get Account name from zoho and store in database. I have created one more field last_modified_time in database. It will keep current time stamp by default. It is updated automatically when any action is performed on database. I want to get only data from zoho whose modified time is greater than last_modified_time in database. So I used last Modified Time function to fetch the data but it is not working for me. In php, I have created a function getdatafromzoho()
Schedule a meeting
Hi, I want to schedule a meeting with you to discuss more about Zoho Api and I want to create a CRM for our company using Zoho. Can you tell me about your availability? Thanks, Vlad
Power of Automation:: Automate the process of creating checklist upon task creation.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Limit who can add jobs in zoho people time tracker
Is it possible to limit who can add jobs in time tracker to admins only. We dont want to let employees add their own job names but just use pre-defined jobs when adding the weekly hours.
Tip of the week #44 - Use empty inboxes as folders to sort and manage relevant threads.
What if you could organize your conversations better without losing track? Create an empty inbox and use it as a folder to sort and manage relevant threads from other inboxes. An empty inbox has no channels linked to it—just a clean, dedicated space to
Numbered / bullet point List in Zho Cliq
Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...
How to change control panner login details in zoho mail & also sugeest what to do if the old control pannel login id is blocked?
please suggest what to do if my control pannel login id is blocked & how I can change the old login id ?
Canvas Font Color bug
I set white color in canvas view, but some of our user said it will show black font... I cannot reproduce this bug....
Izettle or Sumup Integration for Zoho Books.
The Stripe & Square clearing works great in Zoho Books. Any further integrations planned in the future for Izettle or Sumup? These card processors are very common for taking payments with a card reader.
Marketing Automation List Entry Criteria FAIL
Anyone else struggling with an integrated CRM to Marketing Automation. Our process used to work smoothly than with MA 2.0 it has been spotty at best. Seemingly no matter what I do, I can not trigger journeys from the CRM anymore. For months I've been
Custom Validation for Fields in Zoho Forms using Regex
I want to validate single line fields in zoho forms using regular expressions. The only options I currently get are min characters and max characters.
Zoho Desk Workflows & Notifications
Did something recently change with how Notifications and Workflows work? Up until last week, all of my workflows and alerts that have been setup are being completely ignored. I've had a workflow setup to alert my agents and my customers when a ticket
Phone Number Format Change - Bulk Add Country Code and Remove Dashes
In the past I would create a new customer in my Zoho Books, and enter their phone number in the format customary for the USA (that's where we are domiciled): Areacode-Prefix-Number 234-456-6789 This scheme is important as many other software packages
Discount Coding
We are using item level discounts on invoices. How do I change the G/L coding of the discounts? Right now, all discounts are being coded to a "discounts" G/L account with the gross amount being coded to the account associated with the item. I do not want
URL shortener service
Does Zoho have an API-supported URL shortener service?
Customer Deposits
Hi, Our company is required to close month end as part of our reporting processes. A major challenge we have is with constant shifting in AR and customer deposits. When we receive payments in advance of an invoice or without guidance to specifically which
Customers would like to add tips when paying in Client Portal
I am happy with the clean interface of the Client Portal. However, I am running into a challenge: my customers would like to be able to add tips/gratuities when making payments. Currently, this is very clunky because they have to 1) manually over-pay,
Get file content
Hi guys, How do I get pdf file content content as text string from the file variable below (Is this even possible?) file = zoho.sign.downloadDocument(zohoSignId,"zohosignattachment"); I need this because I need to push the document to an API in a POST
Custom Email Template in Drop Down in Customer Record
In a dropdown on the customer Record there is the ability to send manual emails for topics like request payment information. Is there a way to add additional manually sent email templates (would be a new one) from that same drop-down?
Parent-Child BETA Notifications
Hello there !! Following our testing with the ZOHO Parent-Child BETA version , we saw that notifications are being sent out in the Parent and with all the x number of child tickets created. Same during the closure. i.e the customer is bombarded with emails
Introducing hiring manager reviews in Zoho Recruit
We are thrilled to announce a groundbreaking update to our Corporate HR Edition that streamlines your hiring process like never before. Say hello to our enhanced version of Candidate Submissions and Hiring Manager Reviews, designed to make your recruitment
Is Zoho CRM able to do this?
Hi, I am looking at a new option of CRM for the company I work for and I am specifically looking into Zoho which seems to be a powerful tool (with Zoho One) but there are things we’d like to be sure we can do. 1. I understand that if I import contacts,
Zoho CRM Customer Portal Pricing Question
Hello, I am trying to find out about the pricing for a portal that will be used for the contacts and a custom module. My client needs to use a customer portal for 15k users that will display the contact details and some informations to a linked custom
Mark up column
Is there a way I can add or change the discount column to a mark up column (which would allow me to add a % to each line item?) in estimates and invoices?
Vendors
Our company uses contracts for vendors. However, it doesn’t appear that Zoho sign installs a button in the vendors module. I assume the only way that I can add this to vendors is if I create a custom button. If so, what’s the url?
Add Actions for Managing Shared Mailbox Access in Zoho Flow
Hi, I hope you're doing well. Currently, in Zoho Flow, we can automate various actions related to Zoho Mail, but there is no action available to add or remove a user from a shared mailbox. Feature Request: We would like Zoho Flow to include actions for
Add Zoho One Groups/Departments to Shared Mailbox Access
Hi, I hope you're doing well. Currently, in Zoho Mail, I can manually add specific users or the entire organization to a shared mailbox. However, there is no option to add Zoho One groups or departments. Feature Request: We would like the ability to assign
Z Books ability for customersto enter their own orders?
Currently we are using brand X, quickbooks but are looking at moving to zoho books. We use zoho office and CRM and email and INvoice If we use Z Books, can we set it up so each of our customers/dealers has a login which gives them limited functionality of Z books, but does let them enter their orders, and print out the orders as they are entered? Currently everyone enters their orders into their own software of choice (excel to scrawled and faxed paper, to an email) which we then have to re-enter
¡Entradas para Zoholics 2025 ya a la venta!
¡Este año Zoholics vuelve a lo grande! Prepárate para conectar, aprender y convertirte en experto en Zoho en nuestra convención de usuarios que tendrá lugar del jueves 2 al viernes 3 de octubre de 2025. Nos vemos en el icónico IFEMA de Madrid, donde ocuparemos
How to Customize the Member Portal Login Page?
Hi everyone, I am currently using the default member portal login page for Zoho Commerce, but I feel it looks quite plain and doesn’t align well with my brand's style. I would like to make it more visually appealing, possibly by: Adding custom colors
Enable Email Reply to Clients from Session End Window in Zoho Assist
Dear Zoho Assist Team, We would like to request an enhancement to the Zoho Assist – Zoho Desk integration that allows agents to send a direct email reply to the client when ending a remote session. Current Limitation Currently, after completing a Zoho
Storage Limit Alert Notification for Zoho Assist
Dear Zoho Assist Team, We would like to request a new feature that provides automated alerts when our recording storage is nearing its limit. Current Limitation Currently, Zoho Assist only displays a notification within the console when storage is approaching
clients not receiving invoices bounce back
every invoice i send , gets a bounce back not delivered & client says not received ? they seem to receive reminders on the same e mail / details ? very annoying
Styling for Subform Fields using client script
Currently we can add styles to list and detail page for fields using .addstyle in the Client Script But that is missing for fields of Subform We would really like the feature to addstyle for subforms in the detail page Can you please consider adding it,
Saving Submission forms to workdrive dynamic folder
Hello, We have a form that is set to save each submission as a PDF to Workdrive. HOwever, it seems I can only save to one folder below the Teams Folder. This is problematic because we arrange teams folder in a 3 level structure. I would like to save the
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