Recent Topics
Lookup Fields - Needs more than 5 Link
The lookup field is useful, but it 100% needs more than 5 field merge links. Can Zoho increase this to 10?
Zoho Inventory API Purchase orders
Hello, I'm using zoho inventory API to push items as POs, my script looks like this record_value = Map(); record_value.put("vendor_id","4267431000000087479"); //"item_id": 4267431000000080270, line_items = []; items={ "name": input.Product, "description":
Zoho Books and Zoho Projects Task Status Update
How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.
Unable to retrieve inline / embedded images using Zoho Email API
How can i retrieve inline / embedded images in the email using zoho API? Also, how can i retrieve multi part emails using zoho API?
POP3 emails does not get deleted in Zoho Mail after being popped
Dear All, Although I'm currently receiving updated emails from the servers, and i "unchecked" leave a copy in the server. The popped mails do not get deleted and I've to remove them manually into the trash Thanks Adrian
Zoho CRM - best way to search an account and assign to a deal
Hi Everyone I am looking for some advice. I want to find the best way to complete the below steps. We have a deal and once it reaches a certain stage we need to allocate a supplier / vendor to this deal along with the salesperson. I want to add (ideally
Enhanced Placeholder Preview for Templates
Hi, When creating a new template in Zoho CRM, there are many variables/placeholders available, such as ${Organization.Organization Name} and ${Quotes.Created Time}. While these placeholders are useful, it is not always clear what each field represents,
View details about when/how a contact was added to a campaign
Is it possible to see who added a contact to a campaign in Zoho CRM, and when? In Salesforce there is a 'Campaign Member' object/module, which is a junction between the campaign and the contact. This enables you to see these kinds of details. I would
Allow Zoho CRM access in firewall
I will set up CRM users to access the VPN and access it via the CRM app or mobile web browser. Please let me know what FQDN, IP, etc. I need to add (login, CRM access, etc.) to access CRM without any problems (EX) *.zoho.com )
Off cycle pay run 10 day
How would I go about running an off cycle pay run for 10 days? (Jan 1-10)? I have been trying to be in contact with support and we keep paying phone tag. I need to change my pay period from bi-weekly to weekly. This should be much easier than they are
Quick editing of fields in a report view...
I've created a report that unites my advertiser accounts with corresponding contact accounts (which are not a subset of Adv. accounts, contacts are their own section). I want to know if there is a way to edit certain fields while viewing my report so
New key install (zoho databridge
We have a problem installing Zoho Databridge We downloaded the setup and installed it. But we need to reinstall the software and lose the key. How to get another key? We need to connect to a MySQL database
Sending a Slideshow as a scheduled email
I have created a slideshow for my dashboards - is there anyway of automating or scheduling it to send to users ?
Mapping of Zoho CRM Lookup field to CRM
Hi, I have created a Zoho CRM Lookup field on a form for a client. The population of the field works great in the form however I cannot seem to get the data being entered in the form back into CRM. For example, the form is for new clients to fill in their
Function for SUM of two currency fields in Deals to be populated in third currency field
In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue field
integrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
Allow standard layout to be used/edited as a starting point for canvas
Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,
Parsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?
Best way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of you
Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...
How do i display opportunity win rate on Widget and chart
Hi, For simplicity, given a table of opportunities, with status field of Active, Won and Lost, and Close Dates, how do I display our win rate for last 30 days in KPI widget show a chart of our last 30 days win rate, historically. Thanks
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time duration
Zoho Zepto mail
I've already checked the domain and setup the user agent, as well as the SMTP user name and password, and the test email is working. So, please teach me how to import an email list and send emails.
Caso de Uso | ZKTeco ahorra cientos de horas al año con Zoho One
"Zoho no solo ha facilitado nuestro día a día, sino que se ha convertido en un aliado de negocio estratégico para ZKTeco." - Emilio García, CTO ZKTeco Europa ¡Hola, Español Zoho Community! Hoy nos gustaría mostraros cómo el gigante de la tecnología de
Disabling Tasks module- Zoho Projects app update
Hello everyone! In the latest Android(v3.9.19) and iOS(v3.9.6) versions of the Zoho Projects mobile app, we have implemented enabling/ disabling the Task module as per your portal configuration on the Zoho Projects desktop site(projects.zoho.com). If
Free webinar alert! The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace.
Hello, community members! We're delighted to invite you to our first webinar of 2025, The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace, on January 23. The effective usage of Zoho Workplace isn't just about the tools—it’s
WhatsApp in Zoho Social
Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get
Emmanuel Katto : Zoho Meetings Outlook Plugin Authentication Issue - Help Needed
Hi everyone, I'm Emmanuel Katto, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the last couple of weeks. When we try to sign in via the plugin, it redirects to the authentication page, and after successfully authenticating, it shows
Search Function Not Working Properly
Search Function Not Working Properly
Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked
My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails
Bulk Importing Personal/Shared contacts via csv or excel
Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assist
Lost ZB Code
Hi, Please what is the ZB code for my domain? It was mistakenly deleted. Please treat as urgent.
My email id is blocked. My storage is exceeded 5GB. Deleted unwanted emails.
My email id is prem@justbootup.com. I tried to unblock ,but it says only for the paid user. Can you help to unblock?.
How to Recall emails send from Teaminbox
How to Recall emails send from Teaminbox ?
Zoho Analytics - Data source timezone
Hi, I have a Zoho Desk data source that should display date information / timestamps in Europe/Paris timezone (CET/CEST). However, as shown in the attached screenshot, the data source is using America/Mexico_City timezone despite having my Locale Information
Several Requests
Hello, is there any update on the following? * Scheduling Emails * Automatic Schedule Backups on Zoho Workdrive * Moving Emails Between Inboxes
In focus: Cliq integration in the Agent Details page
Collaborate smarter, not harder! Managing your communication and collaboration just got easier! With the integration of Zoho Cliq into the Radar app's Agent Details page, you can now communicate and collaborate within a single platform. Why use the Zoho
Zoho email folders gone
Hi, All my email folders are gone, i cant found any email, except sent. Also before folder rulesas was changed and i didnt fixed them, could you please check it?
Zoho Support is horrible
Hey, first and foremost: I am a big supporter of Zoho and pay thousands of € every year for using the platform. Nevertheless, there are Zoho products that are badly designed, Zoho Directory being one of them. Yesterday this software locked my PC in a
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