Recent Topics
Support www.camcard.com
Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy
License requirements for Zoho Apps for multiple businesses
We have two businesses with Zoho subscription. Some of the Users from one company (already possess a license) need to access Zoho apps in other business. Is it possible to save the additional license for same user? How the directory should be configured
Error Message - The email which you have entered belongs to a different deployment/region
Hi there, I am trying to set up a new employee in our Zoho one and keep recieving the error message saying "The email which you have entered belongs to a different deployment/region". Can you please let me know why this is happening and help me with setting
Introducing mobile-only plans in Zoho TeamInbox!
Dear all, Greetings! We have exciting news from Zoho TeamInbox! Introducing mobile-only plans for our multichannel inboxes. In addition to our web plans, you can now purchase Zoho TeamInbox directly from your mobile app store. This version allows users
Line Level Markups When Creating Quotes
It would be amazing if we could add line-item-level Markups for items and non-listed items when creating a Quote. I know Pricelists exist but they don't work the best for a quick quote with changing items and different Markups.
Search in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
Announcing new features in Trident for Windows (v.1.20.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your work experience. Let's take a quick look at what's new. Export emails. You can now export emails in the .eml file format as compressed zipped files to create a secure
Subform - Width
HI So we have product subform on our deals so the sales guys can keep track of what product they are putting in. I have been asked so many times if I can expand the width of the 1st "column" so they can see the full description rather than having to click
Allow Filters with Only Special Characters in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. We have noticed that currently, Zoho Mail does not allow creating filter criteria using only special characters, such as = or #. However, there are scenarios where such a filter is necessary. For example: Filtering
"Else" in all automated actions in Zoho
Hi here, We have an important database and we need an email follow-up for each Lead or Contact created. My problem here is we have multiple follow up emails for every type of contact/lead, i created a workflow but i cannot find a good solution to cover
Live webinar: Streamlining legal operations: Leveraging Zoho WorkDrive for law firm success
Hello everyone, Managing legal documents across departments and jurisdictions can be complex, but it doesn’t have to be. Join us on March 6 for an exclusive webinar where we’ll show you how Zoho WorkDrive empowers legal teams to stay compliant, organized,
Auto numbering phone call module
For some reason, I cannot add a auto-numbering field to my phone calls module. To the best of my recollection, this is the only module where this is not an option. Is this something that is being addressed or is there a workaround?
Set Custom Fields when Creating a Workflow Task
When creating a Task by a Workflow or a Blueprint Transition, there is no option to set Custom Fields that exist on the Task Layout unless they are marked as required fields. I know there is a workaround to create the task by custom function but having
Power of Automation :: Schedule Timesheet export automatically.
Hello Everyone, We recently fulfilled a specific customer requirement by leveraging the Schedule Functions within Zoho Projects. Sharing the details here so that others with similar needs can benefit too. The schedule function allows you to execute custom
Unusual activity detected from this ip. Try it again later.
I tried creating new users because I gave the old ones wrong names and addresses. But now I can't create new ones.
MX Configuration
I have added the MX records to my domain provider DNS Settings two days ago and I am still unable to send or receive emails I'm still getting the notification; "Your domain emails are not delivered to Zoho Mail. The MX records of your domain 'moveitireland.com'
Complain about support person
Why no-one has replied to my support tickets? Why Krishni B marked them as Invalid without letting me know? very Disappointed
Client Script - onSave event doesn't take Mandatory fields into Consideration
I have several mandatory fields setup in a module, and I am using the onSave Event in Client Script to invoke a custom connection Now the problem is, the onSave event is executed even if there's an error such as Missing Mandatory Fields or Validation
Kaizen #177: Duplicate Check Preferences API vs. Upsert API
Hello all!!! Welcome back to another week of Kaizen. Last week, we discussed Optimizing the Use of Record ID Variables in Zoho CRM Queries. This week, we will explore two important APIs for managing duplicate records in Zoho CRM - Duplicate Check Preferences
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
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