Recent Topics
Email from Protonmail not received in Zoho mail account.
I just wonder, why my Zoho account did not receive an email from the Protonmail account? But, their Protonmail account can receive my email from Zoho. I already tried searching on Google but did not get the answer. Is this the problem on Protonmail or
Zoho Calendar and Microsoft Teams Invite is not syncing
I have a client who always send me invite through Microsoft teams, however whenever I try to accept the invite and add it in my zoho calendar I get a error stating : Internal Error
Feature Request: Captions
It might be nice to add captions to the image insert and table insert feature. This way you could refer back to the table or image in the body of your text as "Figure X" or "Table X". It could auto-increment like the footnotes and endnotes do. Perhaps
Pagination help
Hello everyone. I have this code below that gets all accounts based on specific criteria. I just discovered that it's not pulling in all of the accounts due to the 200 item limit. I've been trying to follow some pagination examples but can't seem to figure
Figure and Table Captions
It would also be great if you could support Insert cross reference so you can select a figure caption or table caption in the body of the text. The captions should renumber based on order if you insert a new figure or move figures around. The references in the doc should then reflect the new numbering.
trigger workflow of lead from custom function of another module?
i am creating a new lead from custom function of a custom module name "Web Leads" but when the new record in created in lead its not running the workflow of lead . i have created a worflow in leads that send email when new lead is created. this is the custom function New_Lead = Map(); New_Lead.put("First_Name",name.getPrefix(" ")); New_Lead.put("Last_Name",name.getSuffix(" ")); New_Lead.put("Phone",striped_phone); New_Lead.put("Email",email); New_Lead.put("Lead_Source",lead_source); New_Lead.put("Lead_Status","New");
how to check if a date/time is before today using deluge function?
I have a Date/Time field like this how to check if a date is before 24th february 2025? I expect a boolean result using deluge function
Multi-Select Flow Between Modules
Hi, I have a Multi-Select Fields in my "Clients" module in Zoho CRM. Whenever that fiels is created or updated, I want it to reflect a similar field in my "Enrollments" Module -- so they match. I keep running into JSON errors for some reason. The main
WorkDrive user
Hi, I have 7 users in my organization Can I purchase 4 licenses for "WorkDrive" and choose which user can use them from the 7 users I have? Thanks
Subsections for organizing Data more structured
We have a car calculation section. It consists of Discount (4 fields), Price (5 fields) and Price after Discount (3 fields). We would like to separate these fields with subsections, since the section itself with all the fields is really cluttered.
Achieve multi-level record prioritization with multiple Kanban views per module
Dear all, We're happy to announce the introduction of a new capability within Zoho CRM: creating multiple Kanban views within a single module (depending on your edition). As you may already know, the Kanban view in Zoho CRM is a card-based view that displays
QR code on Transfer Orders
Adding a QR code to Transfer Orders may be useful, as employees receiving transfers could scan the code to open the record on their phone or PC so that they can quickly accept the transfer.
Appraisals - Copy from Most Recent Review
For employers who regularly conduct employee appraisals, there's often little that changes from review to review. I find myself printing the previous period's review, and largely re-typing much of the same information, making updates where necessary to
Appraisals - Order of Previous Reviews Should Be Newest to Oldest
The new Zoho People layout generally does a decent job at providing the necessary information for performing appraisals of employee performance. One example of this is the Previous Reviews section: This information is helpful when conducting a review.
How do I change the wording of the tile of SignForm?
When my user opens a SignForm url, the title that is presented is always "SignForm signer Information" and a form is displayed asking for the username and email address. This can be confusing to the end user. How can I change the title at least (Or at
"Send Email" button for Quotes module
I'm honestly surprised this is missing for such an important module. The Quotes module absolutely needs the "Send Email" button so you can send quotes to a client. I've tried the mail merge option and the other "Send Email" option hidden in the settings,
Parent Form -> Subfrom with Lookup Field - Desync on Parent Form Viewport
I have a Parent Form (Accounts) with a Sub-from (Documents). The Documents form contains a lookup field for Accounts, however when the "Related Account" Lookup Field is updated via the Documents form, the change is not reflected in the Accounts Form's
Cannot deliver email campaigns to emails hosted on Microsoft Exchange
I've created a few test email campaigns and tried sending them to my co-workers. They were marked as delivered in Zoho Campaigns; however, no one received the campaign (not even in junk email folder). We use Microsoft Outlook for email. After another test, one person out of 4 got the campaign email in Exchange... in junk mail. Emails to other hosts were received (yahoo mail and gmail). However, the message sent to gmail was automatically put into the spam folder. How do we avoid this in the future?
Coupon Code Re-Use
If we have a one time coupon code that is added to a subscription, can we re-use the same coupon code on the same subscription in the future? We would be giving discounts for referrals on a periodic basis. Is there a better way to handle this?
Limit number of records in Related list
Hi There Is there a way to limit number of records in Related list? ex. we can only issue 5 proposals per account. Any chance this can be done via settings or other ways? Thanks Manny
Resetting auto-number on new year
Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!
Can we connect Zoho Billings with QuickBooks?
Hi, On the old page of Zoho Billins (Zoho Subscriptions), it mentioned that we could connect Zoho Billings with QuickBooks. I don't find QuickBooks on the list of integration on Zoho Billings page now. Is it still possible to connect Zoho Billings with
Zoho emails not being delivered to Hotmail accounts!!
Hi, I have this problem I already posted yesterday. My emails are not being delivered to hotmail accounts. They do not even appear in the Spam folder. I already enabled the Domain Keys for my domain and setup the SPF record in my domain manager v=spf1
Data migration Limits
We are in the process of migration from Global version to Mexico. We have downloaded all the information ( 5 years) and are stopped with the transtaction limits. We have over 30,000 Sales orders. and we can only upload 7,500 in the zoho finance plus verison.
Best Way to Extract Structured Data from Emails in Zoho Desk/Flow
I am trying to automate the processing of NSF (Non-Sufficient Funds) notices received via email in Zoho Desk. Specifically, I need to: Extract specific details from the email body, including: Account Number (e.g., "Account Number: 987654321") NSF Amount
Reusable Custom Functions Across Department Workflows
Dear Zoho Desk Team, We appreciate the powerful workflow automation capabilities in Zoho Desk, particularly the ability to create and use custom functions within workflows. However, we have encountered a limitation that impacts efficiency and maintainability.
Why are Deals from ZOHO CRM not synced to ZOHO Desk?
We are working with Deals in ZOHO CRM to register new assignments from our clients. I would like to service the execution of these Deals via ZOHO Desk, but apparently ZOHO Desk does not automatically show the Deals connected to Clients as registered in
Invoice Line Item Report
Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.
Allow Validation Logic to Prevent Merging Specific Tickets
Is there a way to add a validation to the "Merge" process such that if one of the tickets being merged meets a specific criteria, the system prevents the merge? We have run into issues where a team member merged a ticket that clearly should not have been
Add second Help Center [resolved]
Hi, I need to create a second help center. My two help desks must be independent, each with a custom subdomain, and no common base for users. I don't want in center A they can send a ticker to center B, and vice versa. The first one is functional, and
Images not showing up in Desk tickets
Customers are trying to send us screenshots to diagnose their issues. But Desk seems to be stopping the images/breaking the link when the ticket comes in. (We can see them in an email box getting cc'd on all tickets...so it's not our mail system). Help!
Hide/Remove Zia search bar in Mobile app
How do i hide the Zia Search button " Search across Zoho apps " in the app?
Perform mail-merge operations in Zoho CRM right from your iPad and Android tablet web browsers too!
Dear All, Greetings! Writer's recent update offers unrestricted access to all its features via the web browsers of iPad and Android tablets as well. This in turn makes it possible to perform all mail-merge related operations from Zoho CRM, even from
Automating Follow-up Email After Call Ends – Best Approach?
Hey Everyone, I want to set up an automated follow-up email that gets sent to a client right after a call ends in Zoho CRM. I checked workflow automation, but I’m not sure if there’s a direct way to trigger an email based on call completion. Has anyone
Adjusting the company logo size within an email template - how?
We try to use the company logo that we have in Zoho CRM in our standard emails from Zoho CRM. The Logo however is very "large" and as such looks to large if we just use the code: " ${companyLogo}" What would the code be to resize the logo above in the
Sales without Invoice refund
I have a sales without invoice in my stripe account from April. This is a double entry as the customer paid the invoice and that was recorded in Stripe. I cannot delete it as it was included in a VAT return. I need to remove it or refund it to balance
Zoho Creator App used through Zoho Connect/Workplace Account - Issues - Formulas & Connecting Zoho Forms
Good evening! I am having trouble connecting Zoho Forms to my Zoho Connect App (Workplace subscription - so not full Creator account). Does anyone have ideas on how to make the submitted form feed into the app to creator a record? Part of the trouble
hour() deluge function always return 0, how to get hour using deluge?
I am trying to get hour from Date/Time field like this createdTime = lead.get("Lead_Creation_Time"); hour = createdTime.getHour(); info hour; // this line will returns '0' but the result will always zero, I expect it will return '13'
How to enter Bank Account details for Auto-Charge via API
We need to add Bank Account info for a recurring invoice to enable auto-charge. Can this be done via the API? I know that we can add credit cards using the following: POST https://books.zoho.com/api/v3/recurringinvoices/<rec_inv_profile_id>/card/<customer_card_id>?organization_id=ORG_ID&authtoken=AUTHTOKEN
Close a task without tagging it as completed
Hey everyone, I have a question which is bothering me for a while now. In our custom contact's record detail page view layout, we have a related list with all the open tasks for this specific contact (the system-defined one). A task can be 'completed'
Next Page