Recent Topics
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
2 second lag when typing :-)
There seems to be serious lag when CLIQ looks up the autoconversion from ascii art to emoji. Try it. In a conversation type :-), and note how the whole GUI freezes for a couple seconds while it searches for the right emoji to swap for the smiley face.
Automation#21: Track Ticket Transfers Across Departments
Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between
Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
Zoho Campaigns Email Template editor > accurate Template Width
How can I set the correct width of a template in the editor? When I go to the tab "Design" and fill in the field "Template Width", for instance with value 600px, I still get a wider email example (716 px), same happens when I send a test campaign.
Integrate with Duo Mobile
Duo Mobile has a push notification feature for two-factor authentication that allows the user to simply click Approve within their mobile app instead of typing the code manually in the requesting website. It's really convenient! It would be great if Zoho integrated Duo Mobile's technology. Example of Duo Mobile Push Authentication: 1) When I log into a website that is compatible with Duo Mobile's push feature, I get a push notification almost instantaneously on my phone. 2) In the push notification,
Stock List
We would like to get a better understanding how other firms keep the Inventory/stock list ready for their clients (obtained through vendors) Do you make use of Vendor portal for Vendors to update the stocks or items they have and what is required from
Como fazer para abrir chamados com o suporte da Zoho no Brasil?
Todos os chamados que abrimos com o suporte da Zoho acabam indo para os indianos. O que devemos fazer para ter suporte em português, com o time do Brasil? Obrigado!
Expose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get the
Payments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen
Purchase Order Report
Hi, I started using the Purchase Orders on Zoho Books. However I can not seem to find a way to create a report to show all Purchase Order details. Basically, I want a report to show open POs that I can send to the vendor. Ideas? Thanks, Allison
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