• Make function for repeating code

    Hi, It's me again with my questions... 😅 In my Creator app, there's code that repeats itself in several places. And repeating code necessarily means optimization. So I'm trying to create a custom function to centralize my code in a single place and call
  • Issue with syncing zoho campaigns with zoho crm

    Hi there, I want to sync both zoho campaigns with zoho crm however i have encountered some issues with this. when clicking manage in zoho i receive this message even though im using the same account and its an admin account. however when i go to zoho
  • Filter Statuses by Project in Jira "Issue Status Updated" Trigger

    Hi Zoho Flow Team, Hope you're doing well. When using the Jira "Issue Status Updated" trigger in Zoho Flow, after selecting a project from the "Project" dropdown, we need to choose the "Status Changed To" parameter from a dropdown list. However, this
  • Does funnel chart in Zoho Analytics have an option of deciding the order of the stages of funnel in custom manner?

    I want to build a funnel chart for my recruitment process. I have data from Zoho Recruit synced with Analytics. Upon creating the funnel chart with 'Stage' in X-axis and 'distinct count of candidate ID' in Y-axis, I can create a funnel chart. However,
  • how to add time to date on a highly customized quote - where to find the customized quote

    Our highly customized quote generates on the quote the date, we want to add the time it was generated. We do not know where to find the customized quote in the CRM to do this.
  • unblock account email

    Could you please enable jperez@asociacionpataz.org.pe. Thanks for your support
  • Zoho email address not found.

    HI Zoho Team, I have created a zoho account, verifyied domail and Confihure MX record also, all are done.I have also created three email address  but now i am facing a problem that - i am able to send messages using my zoho email ids but if any person trying to reply on that mail then it gives a mail which says-"Address not found.Your message wasn't delivered to "email@domain .com" because the address couldn't be found, or is unable to receive mail."
  • Integrating Zoho Creator's Calendar Report with Zoho Calendar as App Calendar

    Hi, it would be helpful if Zoho Creator's Calendar report is integrated into Zoho Calendar as an app calendar.
  • Bigin-Zoho Projects Integration

    We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho Projects
  • Challange in Zoho Books Integration Task - Create Record

    I am creating Customer record in Zoho books, through Workflow\Custom Functions in Zoho book. The input values are picked from custom module "cm_student_id" during edit and save events. The Customer record is getting successfully created, however only
  • Competitors When Deal Lost

    I would like to add a lookup field to deals that is only visible and only required when the deal is closed and the reason is marked as "Lost to Competitor" This lookup field would use the competitors module to allow the salesperson to link the deal to
  • User filter in Analytics Report

    We have connected Projects to Analytics so we can generate have a dashboard on task progress and completion. I've added a "User Name" user filter, with the intention that we will be able to quickly see tasks per task owner and what the statuses of those
  • Managing independent contractors

    We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etc
  • How to convert spreadsheets to any format from your web app with Zoho Office Integrator

    Hello users, In this article, we will explore how to use Zoho Office Integrator's Spreadsheet Conversion API to convert spreadsheets to different formats such as CSV, XLSX, and ODT right from within your web app. Highlights of the Spreadsheet Conversion
  • Issue with "invoice_url" Field Showing Draft or Void Status

    We are using the Books API feature, and we are experiencing an issue with some invoices. When we use the "invoice_url" field to access an invoice link, we receive the error message: "Invoice that you are trying to access is in draft or void status." This
  • String field that contains html code to email

    Hello everyone, We've created a zoho flow that takes some input from the user (some keywords from a multi pick list) and sends them to a zoho flow which uses an ai prompt to create an email based on these keywords in an html form (e.g. use of <p>, <b>,
  • 【Zoho CRM】数式項目に関するアップデート

    ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中から、数式項目のアップデート(3つの機能強化)をご紹介します。 【目次】 1、時間ベースの数式を自動更新とリアルタイムの値を表示 2、条件に基づいて数式の実行停止 3、既存の数式を使用して新しい数式を作成 1. 時間ベースの数式を自動更新とリアルタイムの値を表示 数式項目のプロパティに関数「Now()」を含む数式項目の値をリアルタイムで自動更新するというチェックボックスを導入しました。 Before:データが手動で編集されるか、自動化によって更新されたときにのみ、数式項目は最新の結果を計算し、値を表示していた。
  • License Issue

    Hello Campaigns Team, we have 17 ZOHO One licenses but in campaigns I get the message that we have a free plan. How can we use ZOHO campaigns? As far as I understood campaigns is a part of ZOHO One. THX Niels
  • ZOHO CRM API Python SDK Convert Quote to Sales Order

    I can see footprints that this may be possible through Inventory Conversion. But I am unable to locate any specific details or samples on how to do this. I am using the most current Python SDK. Any support or even sample code would be much appreciated
  • Zoho Books - uploading company logo squashed

    I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png
  • Missing Custom Fields in ZOHO Reports

    Hi, I am currently attempting to generate some reports using the programme. However, I have met some obstacles in the form of missing custom fields from the field selection panel when creating charts etc. Please advise. There are plenty of custom fields which is rather important to creating these reports. Thank you.
  • Should I Use Zoho Mail Calendar, or Zoho CRM Calendar, or Zoho Calendar?

    After a couple of dozens Zoho solopreneur products that I transitioned to after becoming a Zoho One enthusiast 5 years ago, I am finally preparing to conquer the remaining two bastions: Mail and WorkDrive (using Google Workspace at the moment). A NYC
  • Add comments to a form

    Hello, I'm trying to add comments to a form using a subform with one field named comment, but I don't want prior comments to be editable or deleteable by anyone (except the admin).  Is there a way to only display prior comments (with a datetime, user and comment field preferably) but still be able to add new ones when editing the main form?  I'm not tied to subforms if there is an easier was to do this?
  • Change tabs order in tasks

    Hello, is there a way to change the order of the tabs in the bottom area of single task? Here: Thank you
  • iOS Widget Not Working

    It appears that the iOS widget is not working, displaying a blank white screen instead of a selected note. I’m using app version 6.5.12 and iOS 18.3.1.
  • Changing salesorder_number via zoho flow

    For some reason updating salesorder_number via zoho flow does not stick. Flow is triggered by new sales order filtered by sales channel update sales order: PO#: CX${trigger.reference_number} Salesorder_number: CX${trigger.reference_number} PO# successfully
  • Add ability to set product or record image on Mobile app

    Surprised to learn that I'm unable to set the product (or any record) image field when using the mobile app. You can attach a photo but can't set the record image. Would be a nice basic feature to have. And while you're at it... - maybe the ability to see a record image instead of the URL which is all it currently displays (on mobile app) - ability to filter by records with/without image (on desktop view) Scenario: We are trying to photgraph & upload product images and it makes sense to do it using
  • Account Image in Zoho App is Garbled

    Accessing the account information on the zoho mobile app yields a completely garbled image. Why is this and what is the fix?
  • I want to update the photo from the mobile app to the product tab product.

    I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app. Attached screenshot.
  • Enable Image and Hyperlink Sync in Zoho Desk - Jira Integration

    Hi, We are using the Zoho Desk - Jira integration, which allows comments to sync automatically between a Zoho Desk ticket and its linked Jira issue. However, we have noticed a limitation: When adding a hyperlink or image in a Zoho Desk comment, it is
  • Zoho desk Spam Folder

    Dear Zoho Support Team, We are experiencing an issue with Zoho Desk, where all emails sent to our customers are being marked as spam. As a result, they are not receiving notifications for new ticket replies. Please assist us in resolving this issue.
  • Possible to filter out contacts that hasn't opened emails in Cadence?

    We use Cadences in various outreach - is it possible in analytics or reports to filter out the contacts that have not opened their emails?
  • Fields are missed from lead generation

    Based on the following article, there should be options like "Push leads from all leads forms to Zoho CRM" or "Like my ad" or "Comment on my ad" in the Lead generation menu in my Zoho social, but they are not. Other options are available though. htt
  • How Can Zoho Help Me Track My Driving Distance and Improve My Routes?

    I’ve been using Zoho for a while now, and it’s been great for managing my business tasks. However, I’ve been looking for a way to track my driving habits within Zoho. I’m a regular commuter, and managing my time and routes efficiently is really important
  • Important: Zoho Campaigns updates on features and functions

    Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our
  • Automatically Open an On-hold Ticket at Prescribed/Scheduled/Delayed Time/Date

    We have tickets that require followup depending on the situation. Is there a way to change an open ticket status to an on-hold status and assign a date/time that the ticket will set its status back to open? My use case is scheduling. We schedule work,
  • Zoho CRM Roles to Zoho Desk

    I have created my role hierarchy in Zoho CRM, Can i import/sync those roles from CRM to Desk or should i create role hierarchy again in Desk?
  • Calculating HMAC-SHA256 Hash Value for Webhook

    I cannot figure out how to accurately calculate the HMAC-SHA256 hash for a webhook. Here's the documentation I'm attempting to follow. https://www.zoho.com/in/expense/help/automation/webhooks/#validate-webhook I created a VERY simple "Raw JSON" payload
  • How to make the Reprots field default to be empty when entering a new expense or remove it completely

    Currently the Reports field is defaulting to a specific report when entering a new expense. I would like that field to default to empty or remove it completely. That way the user can select the expenses to move to the report later.
  • Zoho Billing Retrieve API issue

    I've been using the api below and suddenly I got error message as html since today. const customer_res = await axios.get( `https://www.zohoapis.com/billing/v1/customers?display_name=${account_name}`, { headers: { Authorization: `Zoho-oauthtoken ${accessToken}`,
  • Next Page