Recent Topics
Add/Remove Values on Picklist via Deluge Function/Workflow
I'm trying to figure out how to add or remove a value on a picklist within CRM. For this case, it would need to be done in a workflow function. I see some options for Zoho Creator, but none for Zoho CRM. Are there any functions that can accomplish t
Zoho desk desktop application
does zoho desk has a destop applicaion?
Export an email as an HTML file?
How do we export an email in Zoho Marketing Automation as an HTML file? We have an advertising partner that needs our campaign email as an HTML file. We can't find any way to do this. If this is not possible, please explain why. It doesn't make sense
Moving a Support address to a different Department
Hi, I have the following challenge. We are moving our technical support to its own department. That means that one of our teams, currently part of a service department, shall be moved to the Technical Support department. How can we move the team/support
Implementing Segment-Specific Uniqueness Rules in Zoho CRM
Context: In our organization, we use Zoho CRM to manage leads divided into three main segments: Segment A, Segment B, and Segment C. Each segment has its own management hierarchy, with a dedicated head and several executives handling the leads within
Features Req: Service-Specific Calendar And Limit number of bookings per guest
By The Grace of G-d. Hi, I Came across 2 features i believe more users would love to see added to the amazing bookings app: 1. Service-Specific Calendar I dont want to open my whole calendar to all of my services. For Example, Lets say i have a free consultation
WorkDrive TrueSync now supports ARM64-based Windows devices!
We’re excited to announce that the Zoho WorkDrive TrueSync app now fully supports Windows devices with ARM64 architecture! Whether you're working on an ARM-based device or an x64 processor, you can now enjoy the same seamless file synchronization experience
Having trouble trying to send with a template
Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocument
Enhance Delay Configuration in Zoho Flow
Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
Anyone else having a problem with the macros?
After I have made a macro and saved it, I went to the manage section, but it does not show the macro (or any macro) I've made. Suggestions or solutions would be much appreciated.
Edge Browser Autofill
When using the autofill feature on the Edge browser, multiple fields open up and start glitching. Please see attached
Unattended access of Zoho Assist with Slack Integration
Can we integrate Slack with Zoho Assist to enable seamless troubleshooting on Intune laptops without sharing admin credentials with users? Specifically, we'd like to 1. Integrate Slack with Zoho Assist 2. Allow technicians to access Intune laptops for
Migrating from Evernote: Results in MacOS vs iOS
I’ve just become a Zoho Notebooks user and very easliy migrated my notebooks and notes from Evernote. The issue I’m experiencing is on IOS on both an iPad and an iPhone, which both exhibit the same behavior. If the orignal note had an image and text (in
This was announced 3 years ago: Export for other platforms are in development and will soon be live in fore coming updates.
When will it be possible to export in pdf and Markdown? Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export
Fetch URL parameter on Dynamic Content
Hello. How can we, in Dynamic Content, get the url of the page? My goal is to have multiple pages (one for each brand for example) and in each page just have a Dynamic Content where it will get the url of the specific page and then will show the information from a specific record of a zoho creator report that I can make. My difficulty is just how will I fetch the URL inside the Dynamic Content. Hope for help. Thanks and regards.
Cannot apply tags to multiple items at once
It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)
Support Web Clipping to Notebook Stack
The use of Stacks provides a temporary means to store content in what ideally would be subfolders. It would be helpful if, when performing a web-clipping action, we could add something to a Stack within a Notebook versus just a high-level notebook. Ideally,
questions regarding links
I am considering switching from Evernote and Notebook is a strong candidate. I have requests regarding links. In the Web and Windows versions, is it possible to display the linked page directly without showing the context menu when I click on a link as
When will Zoho Tables come to the Canadian Data Center?
Wen Zoho Tables in Canada? Our team cannot wait to get started with it.
Windows 11 app ver 2.2.8
I have been trialing Zoho Notes syncing between my PC and iphone. No problems with iphone but the Windows 64 bit app ver 2.2.8 was very buggy and would lock up completely, needing a Control Alt Delete etc to close it down. It seemed to be connected to
How do I change the notebook my notes go into
Hi, I can't believe you don't have this question anywhere in your knowledge base unless I'm just missing an obvious button, but there's too many buttons. Anyway, I don't like the default notebook feature. I have a strong feeling even though I opened the
Sort Function on Desktop
I use my DESKTOP version as much if not more than my mobile. As a matter of fact when it comes to entering in the information I use my desktop FAR MORE. The sort feature does not work on the desktop version and even when i sort on the mobile it does not
Forms to CRM Integration for Multiple Modules
Hello, I have a form that collects data related to the user and their company. I've setup the Zoho CRM integration using the Accounts module to create a new account upon the form's submission. However, I also need to create a Zoho CRM Contact that would
Upload An Attachment in Zoho Projects Task - API
Hello Team I am trying to upload an Attachment in Zoho Projects Task by the API but this is not working can you please check the code that I am missing in this? Sample Code PortalID = "725833080"; ProjectID = "1688514000000448005"; TaskID = "1688514000000558005";
how to add a folder to each customer
Dear Zoho team, I`d like to have a folder for each customer (filled with pics and Excel files, max around 150 files per customer). Could you help me how to do this? Thanks Peter
I import contacts and get an error message: This is a Converted Lead.
These contacts are skipped and not uploaded. How do I fix this error? What is this error? Thanks, Eyal
Important compliance update: Ensure SMS delivery chain registration
Hello marketers, The Telecom Regulatory Authority of India (TRAI) has issued new compliance directives to ensure the responsible use of telecom resources and prevent unauthorized activities. These updates impact all principal entities (PEs), and complying
Font Size Jumps to 72 and won't do 48
I am trying to set my Heading on note to 48. As soon as I start to type it automatically Jumps to 72 and when I try to put back to 48 it jumps right back to 72. It's not letting me do any other size in the text body than 34 (or 32? 36?) When I change
Create Sticky Notes
Hi, the on page option to create sticky notes is a great idea and very useful. One thing that is more of an annoyance for me is that the word wrapping doesn't work very well. There are too many orphans which make it look untidy and awkward. See image.
How do I migrate a second Evernote account to a new Notebook Account?
I created a second Notebook account to migrate a second Evernote account. When I log into the second account and try to migrate the second account it defaults to the first Evernote account I already have migrated to the first account. How do I get the
Declutter your mail box by choosing what you want to receive
Sorting through a cluttered mail box on the first day of a work week is always protracted. There is a good chance of being looped into irrelevant emails and also missing out on important ones. We, at Zoho Sprints, empathizing this, have provisioned an
integration with Notion
Hi. I'm tryng to use zapier for syncing notes between Zoho and my Notion Database. But when creating a zap with their models, I get an error wih this kind of message : Step 1 - New Note Card in Notebook in Zoho Notebook request to https://notebook.zoho./%7B%7Bsel_dc%7D%7D/api/v1/notification/filtered/register?JSONString=%7B%22resource_type%22%3A%22NOTEBOOK%22%2C%22filter_type%22%3A%22ID%22%2C%22filter_value%22%3A%22lovap7e4ebb0fdbaf4ac697d9218619d32fbf%22%2C%22action%22%3A%22UPDATE%22%2C%22url%22%3A%22https%3A%2F%2Fzapier.com%2Fhooks%2Fstandard%2F19820952%2Fcf840faec6aa42c5acdf1f5775131ec6%2F%22%7D
Access To One Drive (Business / Sharepoint) Inside All Zoho Products
A vast number of businesses are switching to Office 365 with Sharepoint and Onedrive included. At the moment getting documents in and out of Zoho requires us to upload download via the local PC. At the moment you do have One Drive within Zoho Desk, but not Creator and it is only a personal one drive account, a business One Drive will not work. If it did, then I could access Sharepoint files without having to go back to Synced files on my PC. The only reason we have synced files is due to programs
Unable to set repeat reminders
I’ve been trying to set a daily reminder on one of my notes, but keep getting an error message (picture attached). Anyone able to help?
Is Zoho Notebook part of Zoho Creator, or do I have to pay for separate subscriptions?
Our company uses Zoho Creator, and I have an admin account on there. I was just trying to figure out if I will have to pay for Zoho Notebook separately, or if it is included in the fees for Zoho Creator.
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
iPhone OS can't change font
Hello, I have set a default size and font in my online setting and this seems to be fine for my Mac OS desktop version. I'm using approximately a 16pt non-serif font which is fairly easy to read. However, on my iPhone, it is a small serif-font that is
Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
Shared Mailbox - CRM
How to link an email sent to a shared mailbox with a contact or a lead in CRM. I tried with Teambox, the extension does not. I tried with shared mailbox in mail, this was disabled by the support because not planned. Please give me the correct way to do
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