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Download fails
We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:
Webhook when estimate is refused is not firing
Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
RFQ MODEL
A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
Calculations in item custom field
Dear Sirs, Is it possible to do math inside items in Zoho Books? My item is a pack of plywood. Depending on thickness, there is certain amount of sheets in a pack and, as the result, different volume. I want to add fields like lenth, width, thickness,
I can't send and receieve any email ERROR CODE :550 - 5.7.26
Hello, I can't receive and send any email for months. I already sent an email to Zoho support but didn't get any response. I attached a screenshot of a message i get always when i tried to send an email. Please help me asap.
Zoho Email Not Working After Domain Transfer and Nameserver Change
Dear all, I hope you're all doing well. We recently transferred our domain, which is linked to Zoho, to another hosting provider. As part of the transfer, we updated the nameservers to the new hosting provider's ns1 and ns2. However, after this change,
Linkedin - Recruiter System Connect
Hi there! Does anyone here know how to connect Zoho Recruit to Linkedin Recruiter via Recruiter System Connect?
2025 Just Got More Exciting for Developers!
Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow
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!
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Alter a system defined field from a 'single line' into a picklist
Hello, I am looking to switch the STATE field, which is a Zoho defined field from a 'single line' into a picklist. Can you advise how to change this?
SOLVED: Stopping Multiple Invitations when sync with Google Calendar
I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and
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
Merging Writer Titles
When merging from CRM into Writer, is there a way to add fields to the document header? This would be very helpful for saving. Is there a way to link the document automatically to the module?
Taxes... again.
After reading the recent addition to the knowledge-base article at https://help.zoho.com/portal/en/kb/commerce/user-guide/settings/general-settings/articles/types-of-taxes, I feel compelled for the fourth year now to reiterate the glaring omission in
View tickets
Is it possible to have 1 person in a organization which can view all tickets of that company? Example: IT Manager of Company X wants to view all tickets of Company X, no other user can see all tickets of Company X.
Automatically associate contact with product
Hello, I created a Real State scenario at CRM where I have property owners that are contacts, and properties that are products. After creating a contact and a product, I associated them. My Desk is integrated with my CRM, and it automatically creates
Zoho Desk Deluge get tickets info
When using Deluge, Need to use "tickets" to obtain ticket information. Example : ticketDetails = zoho.desk.getRecordById(XXXXXX,"tickets",ticketId); Is there a way for me to query ticket information while only knowing "ticketNumber"? The "ticket Number"
What is the Desk API?
I'm trying to fetch a lookup field data from desk to our creator application and it doesn't work. I'm guessing that my search parameter is wrong? On my trial function fetch if I use these: tickets = invokeurl [ url :"https://desk.zoho.com/api/v1/tickets/351081000145244764"
Zoho still running very slow
I have a lead log for my company and creator seems to be running extremely slow still.
How to link Custom Fields in Ticket view
Hi team, I have created 2 custom fields in our Accounts Module would like them to show in our ticket information. We don't have Enterprise so I cannot do it via a workflow, but I know you can do lookup fields to link modules. How would I go about making
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 ?
How can I send out edm email without execced the mail limit and got block?
Hello, What service should I subscribe and pay for?? Thanks Tomuel
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
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
Lost Data
I never synced it before but now since ir forced me to login... my data is lost. Can I still recover my local data?
Unable to verify Domain - Exabytes
Hi, I have obtained a .com.my domain provided by Exabytes, but am unable to verify the domain ownership despite added in both TXT and CNAME as below: TXT - Name: @ ; Value: zoho-verification=zb88785805.zmverify.zoho.com CNAME - NAME: zb88785805 ; Value:
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,
Forgot password to my notebookd and notes
Exactly what the title says. I know it sounds dumb since it's my own fault but what can I do? I'm just wondering if we can recover our password or something. I see there's no such feature but it should have right??? This is really frustrating to me because
Problems with email configuration and slowness in Zoho support.
I've been having problems configuring emails since yesterday, they responded to me today, I sent a response right away and so far I haven't received a resolution to the problem. Attached are the configuration attempts that were made.
Ajuda! Não é possível enviar mensagem; Motivo: 554 5.1.8 E-mail enviado bloqueado
Não estou conseguindo enviar email está aparecendo isso ai amorproprioterapias@amorproprioterapias.com.br
POP/SMTP issues with Gmail client & problem with support
Hello! I've recently encountered an issue with POP/SMTP synchronization with my Gmail client. After issuing a ticket to Zoho support, the status shows up as "Invalid" and I haven't recieved any kind of reply. So I figured that maybe the community page
Contatos apagados ainda aparecem
Olá boa noite eu apaguei os contatos que tinha salvo, porem quando clico em "para" na parte de envio de e-mail, ainda aparece os contatos la e as categorias, que tambeém foram apagadas. como apagar completamente os contatos e as categorias?
Zoho Mail POP & IMAP Server Details
Hello all! We have been receiving a number of requests regarding the errors while configuring or using Zoho Mail account in POP/ IMAP clients. The server details vary based on your account type and the Datacenter in which your account is setup. Ensure
remove one field
we want to remove compensation amount field from our offer letter,As we are hiring interns we don't want compensation amount.
Introducing Bot Filtering for Accurate Email Campaign Analytics
Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
Issue with Receiving Emails After Domain Recovery
Dear Zoho team My domain recently expired, but I was able to recover it after a period of bidding. While I have reconfigured the domain and can now send and receive emails from newly created addresses, I am unable to receive emails sent to the addresses
Connected Records are now supported in the latest version of the Bigin app
Hello all, Connected Records are now supported in the latest version of the Bigin app on all platforms (Android v1.5.9, iOS v1.6.5, and macOS v1.4.4). The age-old challenge of ensuring a seamless flow of information across departments in businesses is
Adding custom_field to the items when creating item groups
I am migrating products from my existing db to zoho inventory. So when grouping the products and creating items with the groups, I want to store my old skus in custom_field to be able to trace back the products. Isn't it possible to add custom_fields
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
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