Recent Topics
Customization in PDF templates for custom modules
I'm facing some difficulties when it comes to the custom modules in zoho books: 1) Is there any way to get the item table field for my custom module? It doesn't show up in the dropdown when trying to add a new field. 2) I was trying to somehow get 1)
Formación: Workshop de Zoho CRM y Servicio al Cliente
Tu oportunidad para transformar tu forma de trabajar con Zoho Zoholics 2025 está pensado para ti, que quieres llevar tu uso de Zoho al siguiente nivel y aprovechar al máximo tu subscripción. Una de las experiencias más potentes de la agenda de Zoholics
Sorting alphabetically a collection in a Lookup
Hello, In a lookup that looks at other lookups (!?), I had to make the following script to limit the list appearing in that lookup : ListeDispo = Offre_de_produits[Quantite_offerte > 0]; input.Produits:ui.add(ListeDispo.Produit_OFFRE.getall()); Works
Edit response and integration
We have a zoho form that our employee starts and submits, and then a day or two later, they "edit their response". I have the zoho form integrated with the Salesforce crm. I submitted a response and it made a new record in the proper module. But when
Zoho Developer Hangout (ZDH) – Episode 18 | Zoho CRM Client Script for Efficient Sales Process
Hello everyone, A streamlined sales process isn’t just a nice-to-have—it’s the engine that powers lead generation, builds stronger customer relationships, and closes deals faster. But what if you could take your CRM beyond the basics to actually help
Mobile no already in use
When trying to bring up my email on another Zoho account I get asked, as a security measure, to add a mobile number. I have added a number before, but I tried again only to be told that the "Mobile number already exists", but I cannot proceed further.
Zoho CRM Sales Targets for Individual Salespeople
Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
error in making eway bill
at the time of generating eway always a pope appers to enter the valid state code as state is auto gnerated while creating new customer
Need Feature to automatically fetch the registered GSTN Address of the AP Vendors
Hello Zoho Need Feature to automatically fetch the registered GSTN Address of the AP Vendors and update the Zohobooks Vendor profile automatically so as to avoid manual address updations. Please do the needful here Thanks
Plug Sample #13: Display CRM Products as Dynamic Carousels in Your Chatbot
Hi everyone! We’re back with another simple yet powerful plug to level up your chatbot experience. With the SalesIQ-CRM integration, you already have the ability to create leads, contacts, and deals directly within your CRM from SalesIQ, and view complete
Weekly Tips: Don't Delete, Just Archive
For a business that relies heavily on email for communication, a cluttered inbox can be quite challenging to manage. Some emails can take up significant space in your inbox, making it difficult to navigate to other important emails. While these emails
Problema de sincronización de zoho mail con cliente Outlook
Estoy presentando retardos en recibir los correos de Zoho en mi cliente Outlook a veces tarda mas de 20 minutos a pesar de haber llegado a la web no llega al cliente de escritorio y muchas veces debo cerrar el cliente y volverlo abrir para que llegue
Issue Updating URL Field with WorkDrive Link
Hello, I’m working on a form with a file upload field. After uploading a file to WorkDrive, I fetch the public file link and update a field in the form with it. Workflow: When using the single-line text field ("File_URL"), the link is updated correctly
Should I Set Up Subdomain for Email Sends?
Hi there, our team just bought a dedicated IP for our email sends. We send more than 100k emails/month. Because we face deliverability issues and also because of the mass sends, we decided to get a dedicated IP. My question is, should we set up subdomains
Incoming Email Not Coming Through
Hi Zoho Team, I’ve recently set up my domain-based email with Zoho and everything appears configured correctly. However, I’m currently unable to receive any incoming emails. Could you please assist me in checking the following: MX records are set properly
Blocked: Reason 554 5.1.8 email outgoing blocked
Hello, we have an issue while sending e-mails; whole organization with about 150 users is blocked "Unable to send message reason 554 5.1.8 email outgoing blocked", our domain is "ancient.global" Please help.
Error remote server is misconfigured
Recently migrated the server to a new one. Updated MX records, SPF and DKIM values. DNS Lookup shows updated values. Still the email is getting bounced with the error: 553 Relaying disallowed
want to remove www
I am trying to create my account but it doesn't let me erase the WWW . I don't need it for my email
Changer le lieu d'hébergement zohomail
Est-il possible de faire héberger mon compte ailleurs qu'aux USA ? Compte-tenu de la situation de ce pays, un hébergement en Europe ou en Inde serait plus sûr.
Migration from Asana
I see a lot of migration options for Zoho Projects, but don't seem to see Asana. Is there no clear migration path without going manual or custom?
NO RECIBO MAILS
Hace más de 10 días no puedo recibir mails en mi correo. Si puedo enviar correos. Pueden ayudarme? Saludos, Christian Zegarra
I am not able to check in and checkout in zoho people even location access allowed
This issue i am facing in mackbook air m1, I allowed location in chrome browser and i also tried in safari but getting similar issue. Please have a look ASAP.
Unable to receive emails
Hi I am unable to receive emails but I am able to send externally
How to show User Full Name, not record id in a User Filter in analytics
Please see screen recording: https://workdrive.zohoexternal.com/external/21a9e0c39c4595c255a62791fdf3655d3df933114a8f1598bc852d0ff7e56ce3
MTA-STS
请激活对 MTA-STS 的支持,谢谢。
All my sent emails from KOMMO CRM System are redirected to one of a subfolder from my Ibox
Hello, all of the sent emails from my KOMMO CRM System are placed in a sub-sub-folders in my INBOX. Why is that? And how can i change this?
Facebook emails aren't coming through
Hi How can I get my business Facebook account emails coming through to Zoho mails? Every time they send me a verify email it's not coming through to my hosted email on Zoho... I've sent support and email but no reply so far. Any help appreciated please.
Query in Analytics for tracking Physical Available For Sale from Books
Need: a query in Analytics on which we can build reports related to Physical Stock from Books items. In Books, each item has an Accounting Stock and a Physical Stock. In the settings you can toggle the 'Mode of Stock tracking' option and we have selected
how to capitalize first letter of every word in a string using deluge?
"diego armando maradona" to be "Diego Armando Maradona" "diego maradona" to be "Diego Maradona" "maradona" to be "Maradona" how to do that using deluge?
Data Discrepancy Between Zoho Books and Zoho Analytics
We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please
Data Discrepancy Between Zoho Books and Zoho Analytics
We have connected our Zoho Books account to Zoho Analytics, but we are noticing that the data being imported is not accurate or consistent between the two platforms. Despite the integration, there are discrepancies in the data values. Could you please
Option to Upload Employee Picture During User Creation in Zoho One
Hi Zoho Team, We would like to request the addition of a new feature in Zoho One's employee creation process. At the moment, we can only upload a profile picture for an employee after the employee has already been created in Zoho One. Request: Please
Automatically Create Mailboxes for Existing Zoho One Users in Zoho Mail
Hi Zoho Mail Team, I hope you're doing well. I understand that email assignment is automatic when adding users with an email address that has email hosting enabled in Zoho One Directory. However, when we initially created our users, email hosting was
Google Ads Data is Publicly available in Zoho CRM
We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess
Power of Automation :: Streamline Task Sync from Zoho Projects to Zoho Mail.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
Digest Avril - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Un nouveau mois se termine au sein de Zoho Community France. Faisons le point sur cette période. Le mois dernier, nous avons abordé deux approches clés du marketing : l’e-mail, outil traditionnel et sûr, et les réseaux sociaux,
The corresponding module is currently disabled in Zoho CRM.
getting this error message when trying to set up sync between crm and invoice The corresponding module is currently disabled in Zoho CRM.
Estimated Time for releasing in Australia?
wondering if theres any timelines for when this feature might be availible to use in Australia?? would be very helpful sooner rather than later! Thank you :)
Zoho Books | Product Updates | April 2025
Hello partners, We’ve rolled out new features and enhancements to elevate your accounting experience. From FEC report to BillPay Add-on, these updates are designed to help you stay on top of your finances with ease. Export Transactions in Factur-X Format
Please cancel my trial / subscription
I’m doing a free trial of the Enterprise version. I’m trying to cancel it and make sure I won’t be charged a subscription. I can’t follow your help pages for this because I don’t get a sidebar with the details. I’ve wasted a lot of time trying to do this.
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