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Multiple self client instances
there a couple of details that deserve clarification / improvement in Zoho's OAuth 2: 1. for building true server apps - cloud to cloud REST - one has to choose Self Client when creating a new instance in API Console; Server-based Appplications is slightly
Workdrive Oauth2 Token Isn't Refreshing
I have set up oauth for a bunch of zoho apis and have never had a problem with oauth. With workdrive i am using the exact same template i usually use for the other zoho apps and it is not working. All requests will work for the first hour then stops so
Zoho Desk - Delete an email conversation
When using Zoho support desk I see an option to delete and edit conversations that are comments, BUT if the conversation was automatically added as a conversation from an email, then the option to delete it seems not to be available. Is there a way to
Emoji support in workdrive
Hello, We are using emojis in our filenames and folder to help visually find relevant data. Currently Workdrive is stripping out emojis and the rest of the filename (along with the suffix), making the file unreadable when they are synchronized with desktop.
What is a 'user' in Zoho Surveys, and can I have multiple Offline Kiosks running?
Is a 'user' the amount of people that can make and edit surveys on the website? I basically just want to know if I am able to have multiple Offline Kiosks running on multiple devices at the same time. Either on the Basic or Plus plan which both have 1
Fundation / Non profit : Could you help ?
Hi, We're about to handle a Medical research fundation, non profitable structure, what kind of prices could we hope from you ? Could you help us ? We would need Survey, automated campaign and ZIA Thanks in advance
Editing Responses Afterwards
Is it possible to revisit a survey where no personal data, such as an email address, is collected and modify the previously submitted answers? My actual goal is that if a certain score is not reached, the respondent receives a message and remains on the
Showing JIRA fields in Zoho
Hi Zoho Support, We're currently working on an integration between Zoho Desk and our JIRA projects. What we want to do is to show certain JIRA Custom Fields in Zoho when creating a JIRA issue from within a Zoho ticket. In this thread I found a comment
Stronger Background Blur Option for Zoho Cliq Meetings
Hi Zoho Cliq Team, I hope you're doing well. We would like to request an enhancement to the background blur feature in Zoho Cliq Meetings. Currently, the available blur background option is very mild and does not provide sufficient blurring, especially
Dynamically calculate the difference between two dates with a DATEDIF function in Zoho Office Integrator
Hi users, We're pleased to introduce a new formula in Zoho Office Integrator's document editor: DATEDIF. This formula allows you to calculate the difference between two dates in days, months, and years—and eliminate errors due to manual calculations.
Dynamic Dropdown on Search Page
I'm trying to create a search form that allows users to search based on fields from the main form. I've tried using deluge to get the values and that didn't work. Now I've used a lookup field but it is populating multiple entries in the dropdown with
Primary Address Identifier in Zoho Finance Suite (Inventory, Books, Billing, etc)
I'm trying to run a report in Analytics based on Vendor address but I've found that it's possible for Vendors to have more than 1 address. I assume this is the same for Customers. The purpose of the report is for EU Interstat reporting. (Intrastat is
Deluge Converting issue in File Upload of Excel Format to Xlsx in Subfrom
Scenario: In the Lead module, there is a File Upload field and a Subform. When an Excel file in CSV format is uploaded to the File Upload field, a Deluge script runs to read the document and transfer the data to the Subform using a client script on the
Not able to filter anymore
Hi, We're not able to filter anymore. Does anyone else also have this problem?
Task Effort Estimates
Where in zoho project tasks/task list can I define the estimated effort in terms of hours?
Introducing LiveCast in Zoho Show
As the world goes digital, the human touch in how we do things often fades away. In such a scenario, personal connections can make all the difference—whether you're pitching your next big idea, conducting team training, or delivering a client presentation.
I am unable to delete products... I just get a popup "Sorry you cannot delete the product(s)".
Sorry you cannot delete the product(s) As the product(s) are involved in the inventory modules ( Quotes/Sales Order/Purchase Order/Invoice), it cannot be deleted. However these products do not seem to be mapped to any other module in the CRM....
Report workflow on multiple records only passes one id...
I have a list of assessment records, and a report workflow that opens a stateless form so the user can choose who to assign one to and when it is due by. It also updates the status, and all works nicely, as long as it's one row at a time. But when I try
Currency Exchange rates for Items
We have a very specific need with respect to currencies. I'll try to explain it as below 1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in
How do i remove the Powered by Zoho logo from my careers page
Can I remove this?
Tip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more on
Automatic Refresh on Page?
Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG
Redirect URL
Hello people, First of all, I don`t know what to put in the field redirect URL. I believe it shouldn`t be the client domain, and the end point URL is not working as well. The endpoint used is https://www.zohoapis.eu/crm/v2/Leads. The whole https request
Move a Contact from Current Account to a NEW Account
I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and
Sync interval less than 24H for zoho CRM contacts with google contacts!!!!!
We use mobile phone for calling and receiving calls, capturing incoming leads e.t.c. Actual data changes every minute of working day. For example - I create a contact for incoming call in ZOHO MOBILE CRM, and then I should call him in 15 minutes... This contact should appear in my mobile phonebook via google contacts. I see that zoho has native integration with Google contacts. BUT THE SYNC INTERVAL IS ONE DAY!!!! So I have no actual data on my fingertips... PLEASE, set interval for 5 minutes.
Email Workflow
Hey Community, I hope someone here can help me out. I’ve been trying to figure out the best way to manage emails within Zoho CRM. From what I understand, Zoho CRM relies heavily on lead owners, who typically use either Zoho Mail or a connected service
Version Control for Manuals/Articles
My firm maintains a Policies and Procedures Manual which seems like it would be a very good candidate for the Manuals feature in Zoho Connect. Currently I am just uploading a PDF of the entire manual to the Files section of Zoho Connect as it allows me
Remove completed ToDo from Calendar?
I use Zoho Mail with calendar, and use the Tasks/ ToDo through that (not Projects, CRM etc) . I schedule tasks so they are in my calendar or at least show up at the top of the day. I want completed tasks to NOT show in the calendar, it is very untidy
Can't create anymore inboxes
I'm on the free plan (did the 15 day trial but it's expired) so I should be able to set up five inboxes for free but it doesn't let me and only lets me have two. I also got an automatic email yesterday saying I can't have two and that they'll be deleted.
admin
how do I add and delete users?
Urgent Help Need - Your Incoming has been blocked and the emails will not be fetched in your Zoho account
I have a problem. My incoming mails are getting blocked today Below is the error: "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts" Blocks list Mail Incoming block: Mailbox size exceeds limit Mail
Need Support - Email Incoming Blocked
We received below message today and since then have not received any email. Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked. Mail Incoming block: Mailbox size exceeds
Cant add celphone to my account
Hello, I tried to add my cellphone to my account but the app doenst let me. I tried putting my wife number and It didnt work. It said to contact support. I want to add a domian email to Zoho. thank you
Motivo:553 Relaying disallowed. Invalid Domain
Hello to everyone! Hope you are doing well. When trying to send email i get the message "Motivo:553 Relaying disallowed. Invalid Domain" Any help on how to solve this? Thanks in advance! Marcos
Using HTML for input
If I add a button to an HTML snippet on a page, how can I trigger an action when it is clicked? <button onclick=???>Click Me</button> I've tried calling a script within the HTML, and I've tried calling a Deluge function, but neither seems to do anything.
How to see attachment on answered email?
Hi all, I would like to ask if it's possible to modify the behaviour of answered email with attachment, particularly I need to know if it's possible to see the original attachment on the answered email originally sended from me. In outlook client this
Customer drilldown in VOC: Discover your customers behind chart values and act on them
Dear Customers, We hope you're well! The influence of AI is sprawling, and among the thousands of AI tools available in the market today, nearly half of them are built by businesses for businesses to augment customer experience. By and large, customer
View Full List button for Related Lists
Hi Zoho Team, When their are more than 10 records in a related list, it can become difficult to work with that data. Especially if there are multiple pages. I've noticed when using widgets on the Home screen, it's possible to click and see a full list
count unique records
how to count only unique record with "aggregate records" task in script builder? something similar to .distinct but that return total number of distinct not the list. Example: I have multiple entries with the same date in a date field. I want to count days (duplicate days just count ones)
Custom function inside a CUSTOM BUTTON - BOOKS CUSTOM MODULE
I am trying to upload the attachment in a custom module(Books) to a work drive. One module is working, but another module(New) is not giving me the desired result as it is also giving an error. Of course, I changed the module name etc. Attaching the script
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