Recent Topics
How do you arrange order in which the speakers are listed in a session once they have been selected?
Probably another simple thing I've missed but I can't find how to arrange the order in which the speakers are listed in a session once they have been selected. We usually want the speakers listed alphabetically by last name, but sometimes not. Once the
How do I connect a Google Cloud Project as a Custom Service
How can I connect a Google Cloud project as a custom service to ZohoCRM? I need to pull YouTube Analytics data into CRM, but I cannot use the included YouTube service as it does not have the scopes I need. Therefore, I need to create a custom service.
Passing Information from ZohoCRM to ZohoCreator
I've got a use case where I'm attempting to use a button within ZohoCRM to pull a list of options into buttons on creator when page is loaded. I'm pretty well versed in Deluge, but I'm having a difficult time trying to understand how to dynamically place
Zoho mail down?
I try to log in my Zoho mail and I get a file named "0.json", attached, downloaded instead. What is happening?
Main Company Email Blocked - Error 5545 5.1.8, Urgent Help Needed!
We've been using Zoho Email for two years and all our email activity is hosted on this platform. Yesterday, our account was blocked with error code 5545 5.1.8 without any explanation provided. How can we get our account unblocked? We have all our emails
Housing Leads and Existing Customers
We are a Software as a Service (SaaS) company offering subscription-based services. Our customers include individuals, businesses, and resellers who market our software to their clients. Currently, we use Zoho CRM solely for leads/deals, but we would
Import for Apple Notes
Hi, thanks to GDPR we can now retrieve a full download of Apple Notes via https://appleid.apple.com/ It would be great if we could migrate to Zoho this way, especially because attachments in the notes could be safely included in the import. Thanks and
Simple Deluge Script
Hi. I'm brand new to functions but I'm trying to create a script to convert a date field in Meetings to a written format. For example, instead of 02/05/2025 8:00AM, I'd like to convert it to Wednesday, February 5, 8:00 AM. My Date field is the API Name
Create Pop up notification on Contacts that there's an "Open Deal".
I am trying to create Pop up notification on Contacts whenever there's an "Open Deal" on that contact. I am new to Zoho but figured out that this can be done with a Client Script. I got the code below and created the script however its not working. What
Scroll to Bottom
When scrolling a long list of notes within a Notebook, a "Scroll to Top" link appears. It would be very helpful to me if a "Scroll to Bottom" link was also provided. The same links would also be much appreciated if shown when scrolling within a long
All time fullscreen start -_-
in new version ''Notebook'' progam start at full screen,it make my eyes bleeding when i use it. Becouse it start at full white bright screen ,even at night or dark mode. Can you fix this? make option to not start at fullscrn, or make program remember
Accessibility in Zoho CRM: Not just a feature—a way to empower
For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that
Solution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:
How to separate Vendor custom fields from Customer custome fields
Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors
Zoho One Dashboard is not loading.
Hi, Is anyone else experiencing a problem with the Zoho One Dashboard not loading? We started seeing the screen below on Friday afternoon and support has not responded regarding the same. Zoho One team, what's going on?
Restore deleted account
I delete one off my accounts on the control panel off zoho business but i need to restore it using the same username. How can i do that? Thanks
Aggregate Formulas with Multiple Tables
I get a 'Communications link failure...last packet successfully received..." error when trying to create an Aggregate formula that references two separate tables. I've made sure they are connected properly. It almost seems like it might be timing out?
Free webinar alert! Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025
Hello Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025. We’ll dive into how Zoho Mail can elevate your email experience with its advanced security,
Virus Scan Failing on Attachments
Hi, Is anyone else having an issue with attachments being unable to upload? Virus scan takes forever and then fails, or just fails and says try again later Thanks
Attendance Over-writing of Leave
Hello Zoho, Currently if an employee comes to work while they have applied for leave, the system considers them as "on leave". Shouldn't the employee be marked as "present". Give it a thought
Deals sync for Campaigns or Marketing Automation...
We are looking to create a marketing campaign based on a custom "expiration date" field inside our DEALS module. We are open to using either CAMPAIGNS or MARKETING AUTOMATION but haven't been able to get either platform to sync the specific fields we
Building extensions #2: Publishing an extension
Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons
Is it possible to select the methods of inserting a signature (Not provider)
Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'll
Issue with Attachments in "Email a Thank You Note"
Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send another
Zoho Learn - Public Courses
Hi guys, How can a non Zoho user enroll for a public course? cheers
Problem with delivery status in delegate account
Hello, We have a problem with delivery status in "sent" folder in delegate account. Some messages has no status, some messages has "waiting" status, Some messages are delivered, some messages are delivered wit delay, some are not delivered. Conclusion:
Decode user intent and behavior patterns with Zoho PageSense Session Recording
Hello there, Join us in our upcoming webinar and learn in-depth about how to tackle conversion challenges with PageSense Session Recording. Session Recording is a powerful function that lets you record, re-create, and gather user interaction insights
Zoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging
Need best practices and ideas for group calendars or personal calendar with group invite
Please share your ideas and best practices to use Calendars. Here's the situation. Using a group calendar to hold weekly recurring meetings for the "Design Team" means that Design Team members can easily view/hide the calendar. However, it also means
Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?
Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote
Bulk Delete / Archive
For me the Bulk delete and archive functions are not working anymore reliable. I get the message that the action is scheduled, but often it is not executed not even minutes later. To me, the user experience became terrible in the last month. It used to
Error 0x800CCC0F Sending and Receiving
This seldom used XP PC using Outlook Express has been using this Zoho email account for years with no problems. It just started getting this error when sending and receiving email. Nothing has been changed, upgraded, etc. No change with completely disabled
Introducing more ways to customize your Bigin forms!
Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to design
Google ads - zoho crm integration problem
dear zoho team we were starting to use google ads integration with zoho crm years ago. but till April there was an error. we can see GCLID in zoho crm but we couldn't get any information from google ads. (keywords campaign name etc) is there any problem
Feedback Setting in Zoho Learn
Hi everyone, I’ve encountered an issue with the feedback settings while creating quizzes in Zoho Learn, and I’m hoping someone can help me figure out a solution. Feedback Swapping Automatically: When setting up feedback for right and wrong answers, I
Post to Bot doesn't work for Clickup extension
I correctly configurated the extension but i don't received the notifications in my bot when a task has an update. Can you help me?
What takes from the inventory quantity
There are several options SaleOrders, PurchaseOrders, Invoices... which ones disminish the Inventory quantity of the product? Does the change occurs online?
Show or hide a field based on the value selected in another field?
Can this be done in CRM? If not and can only happen in Creator is there a way to combine Creator and CRM without paying for 2 accounts? Thanks in advance for your response(s). Moderation Update: I'm locking this post since a solution has been provid
Default account for service invoice
Hello, My client has some invoices for which he has entered a service description rather than using an item. Is there a way to set the income account on this invoice, or can that only be done by using an item?
Extracting data from ZOHO through API
How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.
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