Recent Topics
Can I print a set of record templates as a single pdf?
I have a record template formatted as a gift certificate. I can email a single gift certificate to each recipient, but I also need to print the whole batch for the organiser, and they won't want 40 separate files. The layout needs to be identical, so
is it possible to adjust the date field to show Monday as a first day
Hi, Is it possible to adjust somewhere the date field, so the first day of the week is Monday (instead of Sunday)? Thank you! Ferenc
Kiosk GetRecords can't compare formulas
(submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I should
In what case it's better to use Developer Console? Only for marketplace?
As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.
Anyone Can help me converting Excel VBA to Zoho Macro?
The Macro in general is pretty simple, It just opens a Workbook and copys some of data from that Workbook to the one that was initially open. But when I try to use it on Zoho I get this error "Unknown function: GetOpenFilename". If there is any other
Creator Simplified #13: Identify the user's device type using system variable
Hey Creators, Welcome back to this week's post in the Creator Simplified series. For today's post, we will learn how to determine the user's device type using a simple system variable. Identify whether the users are accessing your application via web,
Office 365 or Outlook?
Hello I'm just setting up IMAP integration with our CRM for the first time since we changed to using Outlook via a Microsoft 365 account. I have the choice of 'Office 365' or 'Outlook'. Which should I choose? Thanks
Cant BCC comments
Whats the reason why we cant bcc to add to comments? We are getting this error: We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.
How to disable clone record for a user?
Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM
Tip of the week #43- Collaborate internally with your team without leaving your inbox.
Discussions give your team a dedicated space, where they can discuss and collaborate on internal matters. Whether it’s brainstorming ideas for a new announcement, managing approvals, sharing creative ideas, or even planning a team outing, discussions
A way to view the sales of leads conversion that were successful
Hi there, I have a question about this analytic component that can be selected in the dashboard. Currently it shows the conversion rate of leads plus how many leads went to deals and how many won deals. I want to be able to view how much sales the lead
Why wont Zoho Support Grammarly!! --- PLEASE VOTE FOR THIS to show Zoho we need this
The spell check and grammar in ZOHO are so buggy and a waste of time. Please support Grammarly! I'm sure I'm not the only one — there are other CRMs that support this. If you're not planning to add this feature, Please let others know before accepting
Create Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.
Tailoring the Share info on an IFrame link
I want to adjust my form size. It's customised on a theme and normally you would be able to edit the parameters in the attached image. Now all I can do is click on it to copy it. I want to stop it having to be scrolled when people access the form. The
Waiting Room
Is there any plans to implement a Virtual Waiting Room for Attendees on Meetings and or Webinars?
What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We've
How do you do ticket add ons in Backstage?
Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace Robin
Transparent custom logo has black background
Hi, Here is some weird behavior in Zoho. I have a custom logo for my domain with a transparent background and it looks good in the tabbed business view for all apps when I log into business.zoho.com or personal.zoho.com. When I log directly into mail.zoho.com, writer.zoho.com, etc, the background is black. I've attached screen shots showing what happens. Henry
Doesn't let me test my newsletter.
Hello, I click "Preview and Test". I select the email address to send the test (usually my own email). I send the test email, appears the message "Your test email has been sent", but nothing happens. I mean, there is nothing in my inbox. I also tried
reset of user password
User forgot her password, so she requests a password rest, but never gets the email. How do I reset her password, since that function is not an option, even for an administrator?
commision tracker
I am after a zoho developer to finish my commission tracker as I hired someone on oDesk that started but now will respond to my emails.I really need to get It finished as it is holding up my plans Thanks Budget : $500 | Duration : a.s.a.p To leave a private message, please click the link for private response in post Action section.
Error 403: Forbidden When Updating Email Signature via API
Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 Forbidden
Queues Management ?
I need to assign the new requirements equally between my support agents. How I can configure this feature in Zoho? Thanks
How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birth
Implement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?
Editing landing page after signup for a webinar
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standard
What does "Tickets for Review" do?
What is the purpose of the va nilla view " Tickets for Review?"
Scheduling Tasks in Relation to Project End Date
I use Zoho project to help manage tasks that relate to a number of specific business events that take place. I would like to be able to have my project end date be the date of the event and then work "back" from that date to say... Add a task 2 weeks before the project end date to remind me to XYZ. Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
Trying to find out the best solution for Travel booking/event organization.
I've been looking for answer during some time, sadly, but couldn't find any. Probably someone has an idea? Would appreciate any tips. Example 1. The client is interested in booking an Hotel room. He fills out the web-form on the landing page of this particular
Using Custom Fonts for All Users without Installing on Each Users System
Hi, Couple of questions, is it possible to upload a Custom Font to Zoho Writer and have all users see/use that font without installing it manually on each users system? If so, does this need to be done by the Super Admin or can anyone with Admin permissions
Access Tokens and Webhooks
I have a linux server application that I want to be able to talk to the cliq chatbot and get a response back to that linux server application. This is for the linux server application to check the chat/channel's message history in Cliq. The Zoho API console
unable to add email aliases
Hi, just verified and set up my domain but whenever I try to add another email alias I get a rather unhelpful error popup just saying AS101, doesn't matter if I tick set as mailbox address or not.
Default Reminder for tasks set to Pop-up instead of email
Try to save a click every time we create a task we want it to default to pop-up instead of email. Also default is to have reminder unchecked anyway to change so reminder is checked and method is pop-up default instead of email? Attached picture. Thanks,
Can't connect to Blogger & Wordpress
Hello Zoho Support Team, Thank you for providing Zoho Writer—it’s a fantastic tool that I truly enjoy using. However, I’ve encountered an issue when attempting to connect it to Blogger or WordPress for automatic posting. When I try to establish the connection,
Weekly Tips: SecurePass For Extra Security
Imagine sensitive data from your organisation sent via email is being accessed by unintended recipients. The sensitive data can range from Personal Identification Information to a tender quotation or a client’s NDA document. The unintended access could
Changing VAT start date
Good Evening, Kindly asssit with this issue. 1. When setting up, I set my start vat date as October 29th. The system as has taken my month end date as 29th instead of either 30th or 31st depending on the month. 2. IS it possible to file past months at
Bank entriy is nov month why this shifted to jan 2025 month
bank entries for november month i entered but why this is transfer to jan 2025 month.
Migrate email domain from old .yyy to .zzz over time using aliases
Hi, I have an email domain that I've used for a long time that I'd like to migrate from. I have purchased a new domain and over time would like to use the new user@newdomain email address. I would prefer to have the alias point to the old (in use) address
mx
hello please if shopify domain doesn't allowed forwarding email when ensuring it with zoho mx what's other alternative options?
Delay in Listing Customer data while creating transaction
After importing customer data into Zoho Books, I attempted to create an invoice but couldn't find the display name in the search results. However, it appeared when using the advanced search. When I manually add a customer name, the display name becomes
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