Recent Topics
How to customize the task reminder notification email
HI guys, I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated by
Multiple contact email linking for a deal
How can I add multiple contacts to a deal to have their emails auto link to a deal. At the moment only one primary contact is available for a deal, but we work with manufacturing and power plants where multiple contacts are associated with a deal and
Error when changing user permission from read only to user.
Hi there, Ive tried to change one of my users to be able to edit, however i kept getting the error user license exceed.
Support of Total Experience - for exclude/include non-relevant expeience
Hi, Currently, in Zoho People for employees, we can use “Total Experience,” which is a system field that can be an either total relevant experience” or “total experience (i.e. relevant + non-relevant)”. But there is no way to have two different fields.
API (v2) Search Criteria using CONCAT
With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way
SPAM
Email notificaitons from Zoho People are quarantined by Microsoft. DKIM is configured and shown as authenticated but it seems that emails are not signed.
ZOho Recruit API hiring Pipeline
I was wondering if it's possible to update the hiring pipeline using the API. I am messing around and I can change the status of the applications and it shows the application as rejected but the pipeline stay's at the stage that applicant was at. Also
How do we see data coming from paid traffic?
I want to see number of messages, comments coming from my ads on facebook and instagram. Currently, Zoho Social only shows engagement data for organic. Also, how do I see number of messages I am receiving? In Z Social, there's a card that shows connections
Pay milage expense with undepositied cash
Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage
How to add new leave type?
Hi All, I wanted to know on how can I add new leave type, if anyone of you can explain me in details on the process that will be very helpful to me, and I am using the latest update of zoho people. thank you.
2025 Just Got More Exciting for Developers!
Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow
Automatically add user on customer portal
Hi Guys, I have a doubt about how to automatically add user details to the customer portal. Once the user details are submitted through the user form, those details should be automatically updated in the customer portal. how to do that any one have idea
Can I use merge tags with a conditional clause?
Similar to Mailchimp's "IF / ELSE / ENDIF" functionality, I want to be able to display a sentence with a personalised field only if that merge tag is not empty for the given record. Is this possible on Zoho Campaigns? See http://kb.mailchimp.com/article/how-do-conditional-smart-merge-tags-work for how it works on Mailchimp. Thanks Phil
domain authentification on ovh and zoho
I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho
Zoho Desk iOS app update- Save drafts on the social channel tickets, send replies via blueprint transition on social tickets
Hello everyone! In the latest iOS version(v2.9.3) of the Zoho Desk app, we have brought in support for the following features: Save drafts on social tickets Send replies to social tickets via blueprint transition. Save drafts on social tickets We can
Unit Conversion with Unit of Measurements for Items, has anyone successfully figured this out????
I am currently using google sheets to break down my per cost of items I buy in bulk. We are a non-profit that creates kits and resells at the exact price we pay for the items to our customers or uses grants from the government to pay for them. I can not
Possible for client users to use timesheets?
Hello, We are setting up a project where the bulk of development will be performed by subcontractors. We were thinking of setting them up as client users to have access to project information resources. Is it possible for a client user to log time against
Function Only Working Manually
Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void
Assistance with Code to send email on subform data
I am trying to trigger an action off the successful submission of a form that emails the details of the subform to a distinct email. This subform is setup as another form in the app and I can get the below code to work: for each subrow in input.New_Payment_Subform
PDF Import
Hi Guys, Zoho Sheet now supports file formats such as XLSX, XLS, XLSM, ODS, CSV, TSV, SXC, XLTX, and TXT. However, support for PDF files is not available yet. Adding this option would be very helpful. Thank you!
Round-Robin with Load Based Assignment, can you limit which Status are considered?
Hello, We are currently using Round-Robin with Load Base Assignment. Is there a way to exclude tickets of a certain Status from being considered by the Round-Robin Assignment rules? For example... I have the following statuses. Escalation Review (meaning
Insufficient "previlleges" to perform this operation? All of a sudden
Trying to create a ticket report in the free version of Zoho Desk (Analytics > tickets by contact), same as I have always done for the past 4 years every 2 weeks, and I am receiving the following message: I am labeled as Support Administrator, and we
Ticket sends email to 2 different email addresses
Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets
Anyone else having trouble with blurry pixelated screenshare?
Ever since Monday Nov 26th., Cliq and Meeting screenshare has been blurry/pixelated like this: https://www.screencast.com/t/0CblL3drKuU
Did something change? Because Our Internet connects are plenty fast and everything is crystal clear in Skype... Also, video share is clear and normal, it is just screen share... Thanks
Map chart on Dashboard - can I disable tooltip?
When adding a world map chart to a dashboard, I would like to disable the tooltip with details. Is there a way to do that?
Display Profile Member Details of Logged In User in Zoho Site
In a page, I want to display the profile details of the Member Portal who is logged in to my Zoho Site (email, name, etc.). How can I retrieve the email, name, and other data from the logged in user? I know that there is already a My Profile page that
Issues with Publishing Updates on Arabic Subsite in Zoho Site KSA
Hello Zoho Community, I am reaching out to share my experience and seek assistance regarding an issue I’ve been facing with my Zoho Site KSA. Despite purchasing the Add-on Subsite twice, my subsite remains unpublished. Here are the details: Background:
Support for Developing Zoho Recruit Extensions via Zoho Sigma
Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
Sobre qual tema você gostaria de falar em 2025?
Olá Pessoal, Quais temas que gostariamos de explorar em 2025? - Zoho CRM Customizações Básicas - Zoho CRM Funções Personalizadas - Zoho Desk Básico - Zoho Desk Avançado - Zoho Analytics - Zoho Creator Deixe a sua opinião
Zoholics is weer terug in 2025! Save the date!
Handen omhoog voor wie Zoholics vorig jaar heeft gemist! Wij ook! Als u nog nooit bij Zoholics bent geweest, leggen we het hier uit zodat u deze kans niet mist. We zijn blij u te kunnen vertellen dat de plannen voor de grote terugkeer van Zoholics in
Shared subfolders
Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using
Incoming call logging in Bigin
Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for us
Power of Automation :: Trigger Automatic reminders to the task owners five days before the due date.
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:-
Weekly Tips: Flags for an organized mailbox
Wishing you all a Happy New Year 🎉 As we step into 2025, it's time to refocus and set our intentions for the year straight. Whether you're already back at work or just returning from the holidays, you probably have emails that need your immediate attention,
Cleanest way to change billing method after an invoice has been created?
Hello, I've added a task with a different rate/hour to a project but cannot change the billing method. I get the following error method: An invoice has been created for this project. Hence, the billing method for the project cannot be changed. Do I have
Weekly Tips: Enhance Productivity with Quick Access
Having thousands of emails, tasks, attachments, and reminders in a single inbox can make navigating to a specific option difficult, especially when you're in a hurry to get things done without putting in too much effort or thought. Whether you need to
Tasks are not visible or clickable anymore
Hi, We're facing problems with tasks connected to a module. As you can see, if we open for example an account record, all open and closed tasks are not visible anymore (only text 'undefined') and we can not click on those tasks. Do you know what is
Payoneer for Zoho
I have set up a gateway to my Zoho Books i.e. Payoneer for Zoho and connected it successfully with my Payoneer account. Then I created an invoice and sent it foward. But when my customer tries to make a payment, the error screen appears So what can I
What's New in Zoho Analytics Mobile BI App - January 2025
Elevate your on-the-go analytics experience with the latest enhancements in the Zoho Analytics - Mobile BI App. These updates ensure a seamless, visually consistent, and feature-rich experience across mobile devices. Here’s what’s new: Enhanced Chart
Cannot unblock IMAP for my account
IMAP got block on my account for suspicious activity because I was testing different VPN servers in different locations. When I try to unblock it I get an error that says Sorry , we are unable to process your request, please contact support@zohomail.com.
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