Recent Topics
Formatting
I’ve notice that whenever I’m writing something in my note when using the listing option it’s not in line and keep going out of line.
Creating recurring reminders
In a remote world, it would be helpful to be able to create everyday reminders for Teams/Users. If for example, there is a need to report everyday about what User did during a day, it would be nice to remind him about it at a specific time of a work
Add RTL (Right-to-Left) Text Direction Button in Zoho Cliq
Greetings Zoho Team, We would like to request the addition of an RTL (Right-to-Left) text direction button in Zoho Cliq, similar to what is already available in other Zoho apps like Zoho Desk. Currently, while using Zoho Cliq with the English interface,
Integration of Live Tracking System with Zoho FSM for Technician Location Monitoring
Dear Zoho Support Team, We have a Zoho Creator application that contains appointment information, linking our customers and technicians. We are looking to create a live tracking system that captures and updates the real-time latitude and longitude of
Try to help customer cancel Zoho CRM but cannot cancel from manage subscription page
In your own documentation you show how a user can cancel their Zoho CRM subscription. -> https://help.zoho.com/portal/en/kb/crm-plus/admin-guide/subscription-information/articles/cancel-subscriptions But for my customer, there is no "Cancel Subscription"
Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.
Allow Dynamic Department Selection in Zoho Flow's "Zoho Desk - Update Ticket" Module
Hello Zoho Flow Team, We hope this message finds you well. We would like to request the ability to pass the department as a dynamic variable within Zoho Flow's "Zoho Desk - Update Ticket" module. Currently, this field only allows static department values.
KPI comparer nombre affaires ouvert entre deux périodes
Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai
Projects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?
Deals to Calendar
There are questions about this over 7 years ago in various forums. Still nothing as far as I can find. In the CRM I have added a start date / time and an End Date / time to the module. This now serves are my upcoming events. I need to be able to show
How to copy/put field value (currency type) from module to a corresponding field within its subform?
Hello there, I have a currency field in a custom module. I would like the value within this field to automatically appear within a corresponding currency field in the custom module's subform to use it in a subform's formula field - see attachment. That
various email issues on multiple domains Monday 11th
I have several different domains and today Monday 11th I am getting very strange behaviour. On IMAP connected clients, not all new mail is being delivered, some new mail is delivered hours late. Deleted messages are reappearing. In the zoho webmail the
emails coming in 5 hours late- am I the only one?
IT guy has checked my outlook and set up new outlook using Windows mail - still the same - when I search google I see lots of zoho mentions but all dated years ago
imap blocked
Hello, my domain is (infinitexgroup.com) and my email address is mohamed.bakr@infinitexgroup.com IMAP has been blocked and when I try to unblock it, an error message appears. Please help.
SMTP Access Restricted error: 554 5.7.8 for app outgoing mail
Good day We have been experiencing failed outgoing mails from our app with the above error showing. Tried googling the problem and nothing's coming up. Could you kindly please assist as our app is heavily reliant on these emails. Full error as below.
STMP Error
Getting Error at client side 554 5.7.8 Acess Restricted. How to Resolve this? What is the exact issue? We are not able to figure it out. Yesterday only the client was able to use our services.
Problema correo usando POP3
Hola tengo varios cuentas de correo en zoho con dominio propio, estas cuentas son gratuitas desde hace 8 años y hasta ayer me funcionaba bien usando el protocolo POP3 y hoy ya no trabaja, no permite loguearse, pero via webmail si funciona. Alguien sabe
Pop Email
Hi, We are getting a password request using outlook / pop collection this morning and we are not receiving any new emails from this morning. The Web portal works fine, just not outlook - are there problems with the system? Best regards Charlie
Can't connect to poppro.zoho.com from outlook
Greetings, We are facing a problem with our emails, since none of them can connect to the poppro server via outlook (it started a few hours ago). Our settings:
Cannot login to IMAP all of a sudden
This morning in Australia my Android and MacOS email clients can no longer login to IMAP. It's asking for a password. This has not happened before. Is there a technical issue? I can still login from the web browser though.
Creating Document from Template with Zoho Sign API
Hello, I am using Zoho Sign API to create documents from a Template. I'm able to talk to the /createdocument endpoint and it appears to accept my field_data. However, it is not accepting my actions array. It says that there is an actions array size mismatch,
Get a records attachment to show in the list view?
Hi, I have a custom module called CP12/Services and then I have a zoho form that when filled by myself sends all the info inputted to all the fields in "CP12/Services" module and it also attaches the PDF sheet as an attachment.......I'm trying to find
Allow "add new" option to picklists and multiselection fields from add or edit pages
Hello zoho, please insert an add option (ie +)sign) to pick and multiselect fields so we can add new options while entering or editing records. For example. in my lead module, while adding a new record, I realized I had a new lead source. I went to my
[Security] Sender can reveal Agents IP without user interaction
Hi, I'm a little bit frustrated here. I reported a security issue (in my eyes) to the bug-bounty program of Zoho. But it's being refused and the judgement is: "No security issue" . So that's why i'm publicing it here, curious what other people think about
Creating Recurring Tasks in Zoho People
Team, We have recurring tasks weekly/monthly, whats the best approach to make these recurring tasks ? Please share best approach. Also in new Zoho people where can we find Scheduler option ?
Order of Departments in Help Desk
In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?
Search in CRM not working
Trying to search for a company we have just created and it's not showing under search. The only way to find it is to navigate to the tab for what we call companies but you call accounts and it shows there. I've taken a screenshot showing the company exists
Can I change the format of the buttons in the email templates?
Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
Is Zoho Live Chat compatible with WordPress CMS?
Hello, I have a website called seocerdas.com and I'm interested in using Zoho Chat on it. Does it support WordPress CMS? Thanks.
Can I create a leave calendar for whole team to view?
Hi At present we have a manual system for leave requests, with dates already booked updated on Google Calendar. I am considering a move to using Zoho People across the organisation but need to be able to have a leave calendar that everyone can view. The only solution I have seen offered for this is to change security settings so that Team Members can search each other's records but this isn't what I'm looking for. I need all users to be able to see a week or month view to show any days when others
Creator Simplified #7: Validate records while importing data into a report
Hey Creators, We are back with another post on Creator Simplified . Today, we will learn how to validate records based on a criteria while importing data into a report. Use case: Assume a scenario where there’s a requirement to import student records
Email notification for followers
Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 would
Creator doesn't allow to open more than 1 new tab from report button
Hi, I have implemented a button that opens in new tab a page using openUrl() function. However when I want to open more than 1 it just doesn't open, the loader pops up but nothing really happens. The button is: The report function
Different fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag or
Dynamically Sizing the iframe height
Hello, Overall, the Zoho Creator product is very good. Intuitive and easy to use. However, it has one deficiency that if fixed would make it a great product. The hard-coded iframe height of 500px causes issues when embedded into an existing website. It can distort the size, footer and look when embedded. Ideally, it must be seamless. I see you have attempted to alleviate this through a JavaScript code, although this removes filtering and insert/modify (Add & Edit records) capabilities. So there is
Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
Workdrive Data Template & Viewing Document
Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign
Single Zoho Form as Data source for Multiple Merge Documents
Good day All. I want to build a form, which fills in a specific document depending on the "region" you have chosen, on Zoho writer. For example: As part of our business process, we have to submit a application form to our local Municipality on behalf
Can't send any emails with ZOHO writer (Error 1321 - Hard bounce email error)
Hi everyone can someone help to clarify this problem? I am trying to send a bulk of emails using a CSV file. Everything looks fine but the emails can't be sent out due to error 1321 (hard bounce error). I assume it has something to do with un non-existing
Filtering a report to a variable list of records
I have a view with a list of PROJECTS, and I want to add a button to each row, which will open a pop-up report to show the PROFILE of the project members. The project panel members are held within the project form as a subform, with each row linking back
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