Recent Topics
Zoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
Bulk create tasks - Zoho Projects API
Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks
Function Needed: Update Account or Contact Profile Image
Hey there! Zoho doesn't have the ability to automatically populate company logo or contact images once a domain/email is added to a record. This can be done via Clearbit's Logo API: https://clearbit.com/logo I would like to create a deluge script that
Mass Email and security
When I send a mass email to multiple candidates, can they see each other's emails?
Context and convenience just got better with Zia's email intelligence
Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM
hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
Zoho Finance Limitations 2.0 #12: Can't sync Books System Fields (Item Category or Preferred Vendor) to CRM Products. Double entry required
We add products to Books and sync them to CRM whenever updates are done. However I still have to do double entry because the Books "Item Category" and "Preferred Vendor" fields are not available as options to sync. Scenario Workflow I add a new product
Copy across spreadsheets in Zoho Sheet
Now, you can copy your sheets to other spreadsheets or create a new spreadsheet with them. Not just sheets, copy a cell/range and paste it on any spreadsheet with formats and formulas unchanged. Copy cells/ranges Copy cells/ranges to same/different spreadsheets using Copy & Paste options, or Ctrl+C and Ctrl+V shortcuts. Copy sheet To the same spreadsheet The feature for creating a copy of a sheet in the same spreadsheet is now available as 'Duplicate'. Into a new spreadsheet Want to start a new spreadsheet
My Zoho Story #8 ネットワイズ フチーロさん:プロジェクト管理から顧客対応までをZoho One で実現
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただくジェフリー フチーロさんは、ウェブサイト制作・デザイン、ウェブマーケティングを得意とするデジタルマーケティング会社、株式会社ネットワイズ(netwise)でオペレーションディレクターおよびZoho 運用責任者として活動されています。フチーロさんと同社がどのようにZoho
How create deal with label added using api
Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,
Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."
Hi I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot
Can I Integrate ADP Payroll with Zoho Books?
Hi, I am hoping that I can integrate ADP Payroll with Zoho Books so that I do not need to manually input the payroll journal entries. Is this possible? If so, how do I do that?
Invalid Value Type Error Conditional Formatting
Hello, I'd like to use conditional formatting on a table using Classic conditional formatting for Cell Value, but when I attempt to apply the formatting, I get the error "Invalid Value Type: Value must be of type number". The error is being produced because
Reporting tags
Hi, I suggest to improve the integration with Books, adding the faculty to especify a reporting tag from payment pages. Thanks!
SEO Support for Jobs
I know Zoho recruit has some very basic metadata settings at the job board level which is not really helpful. We are wanting to utilise SEO and other Google features (like Google Jobs) which require the ability to add structured data to each job posting
Selecting Multiple Transactions
Is there a way to select multiple transactions when in a bank account and batch categorize them?
Email Notification to WordPress Blog Subscribers
You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated
Se detectó una actividad inusual para esta IP. Inténtelo de nuevo más tarde.
Recibo el siguiente mensaje al intentar agregar una nueva cuenta de correo electronico a mi dominio @grupomgglobal.com Necesito una respuesta urgente a este asunto ya que he tenido varios inconvenientes con mi el servidor de correo. Si sigo asi creo que
Oops! Something went wrong. Try again later When trying to send email
Hi, This error is appearing everytime i am trying to send an email. Oops! Something went wrong. Try again later Please help.
Search Option not working
My search option is not working properly. I type in what I'm searching for, and it says not results found. How to I get this issue resolved?
Question about on User input workflows
In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user
Not getting copy of emails sent from Zoho CRM in my email sent box
Where is the setting to make sure I receive a copy of an email I sent to a contact in the CRM in my email SENT folder? (I use gmail) Thanks
Can I add social media icons / widgets to my email template in Zoho CRM?
I know there are more features in Zoho Campaigns (vs Zoho CRM) when creating an email campaign/template. For instance you can easily add social media widgets. But is there a way to add social media widgets when creating an email template in Zoho CRM? I created a single image in Photoshop of the social media icons I want to include. But if I were to add them in my template using the "IMAGE" component, I will only be able to include one hyperlink (as it is a single image); I cannot hyperlink them individually.
Filter report using dynamic filter using function not working
Hi - I am trying to dynamically filter a report as follows: when I save the filter it looks like this: However when I run the report it is not returning results as I expect. I have tested the function. If I copy and paste the output of the function and
Best email set up
Hi! We are a non-profit and just recently gained Zoho as our email host. We have 10 email addresses available and 10 positions that need those email addresses. Every 3 years (or less) the people holding these positions change and the necessity comes when
I can't receive emails
I can't receive emails but I can send them, there is nothing clear to do if this happens so that's why I'm asking for help
unable to verify mx configuration
hey I have added mx configuration as per the instructions in the respective domain, yet I am unable to verify that.
BIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
Automation Webinar Recording
Hello developers, As we mentioned in our previous post, we've created the Zoho Finance Developer community to help developers learn, share ideas, and solve various business challenges related to the Zoho Finance apps. As the first step of this initiative,
Portal orders
Is it possible to set up an ordering system through the portal so that my customers can place orders through their portal?
Issue with Missing Email on Reply or Forward
مرحبًا بفريق دعم Zoho، أواجه مشكلة مع Zoho Mail. عند الرد على بريد إلكتروني أو إعادة توجيهه، لا تظهر الرسالة الأصلية أو البريد الإلكتروني المرسل بشكل طبيعي للمستلم. بدلاً من ذلك، يتم عرض رمز ثلاثي النقاط، ويتعين على المستلم النقر فوقه لعرض البريد الإلكتروني
Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?
I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from
ssue with Zoho Mail – Original Email Not Displayed Properly in Replies or Forwarded Emails
Hello Zoho Support Team, I am experiencing an issue with Zoho Mail. When replying to or forwarding an email, the original message or the sent email does not appear normally to the recipient. Instead, a three-dot icon is displayed, and the recipient has
How to create Sepa Direct Debit XML file: solution and code
Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
remove one field
we want to remove compensation amount field from our offer letter,As we are hiring interns we don't want compensation amount.
Images Added as Attachments to Email
Hello, I am not sure if I am doing something wrong, but I am new to Zoho CRM. I just created my first email template that contains about 5 images. When I test out the email, it includes each of the images as an attachment to the email. Is there a way to remove this functionality/feature so that the images are shown in the email, but are not also included as attachments? Thanks in advance. Jo-Ann
Caso de Uso | Fermax omnicaliza su atención al cliente con Zoho Desk
“Zoho Desk nos ha permitido gestionar la omni-canalidad. Ahora nuestros clientes puedan comunicarse con nosotros desde cualquier plataforma", José María Vázquez, CTO de Fermax. ¡Hola, Español Zoho Community! Sabéis que nos encanta compartir cómo otros
Issue with Exact Phone Number Match in Zoho CRM Search Record API
Hello Everyone, I am working on a custom function that works as a REST API. This function receives API calls via a third-party webhook, where the payload data contains various details, including phone numbers, names, dates, etc. A single payload can contain
How to Automatically Populate the Deal ID in the Parent Lead After Creating a New Deal with Blueprint?
Hello Everyone! 🎉 I wanted to share a solution to a problem that some of you might have encountered. In Zoho CRM, when creating a Deal from a Lead using a Blueprint, data can only flow in one direction—from the Lead (parent) to the Deal (child). But
Easy way to delete attachments
I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will
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