Recent Topics
Last Name / First Name
Hello , My company adds contacts on a "Last Name , First Name" basis. We've noticed that when viewing accounts there is no " , " (comma). It's VERY misleading. I have set the custom view to show "last name" "first name" instead it joins them both and
Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management
Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February
Unable to receive emails on outlook
I am able to send on outlook, but unable to receive. None of the settings have been changed and it was working perfectly up until a few days ago.
Zoho Creator User Group meetups in a city near you!
Greetings from the Zoho Creator team! We're excited to announce that we're hosting a series of Zoho Creator meetups in various cities across Australia and New Zealand. We invite you to join us for an exciting day of learning and fun. Our meetups are a
How to view shared mailbox in Outlook
How to view shared mailbox in Outlook or in another software
Signature change
I cannot see how to change signature or out of office details easily now in the new format.
Mas de 48 horas sin correo
Estimados, llevamos más de 48 horas sin poder recibir correo y en este periodo hemos recibido información confusa y lo mas relevante es que Zoho dice que esta todo bien y no encuentra el error. Como deben comprender el perjuicio de no contar con un correo
How to Send Weekly Scheduled Emails of a Custom View
Greetings, We have a custom view called "All Employee View" for the Employee form. We are able to manually export that view using the "Export" button: However, we want to programmatically export this view as an XLS file each week and send it in an email
Zoho Mail Domain Verification Issue
Hi, I'm trying to verify my domain drinkkata.com but it shows the following error: Oops! Invalid domain detected by the system. Please contact <a href=mailto:{0}>support-as@zohocorp.com </a> for further assistance Could this be fixed please? Thank y
Drop down of Zoho users aka Employees
Is there any field I can add to have an up-to-date list of current Zoho users ? Use case is for an employee to select their manager - however I don't want to have to manually populate a dropdown field every time someone joins or leaves our company. Why
Forwarding or Aliasing Deactivated Mail Account
We have an employee who has left the company, so his Zoho account is deactivated. I would like to forward any mail coming to his account to another employee, but as it is deactivated, I can't forward it. I also tried setting the same username up as an
Is there a way to force a page refresh after changing a Subform via Workflow / Function?
I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain
DKIM cannot be enabled for the domain as no verified default selector present
Can't get the DKIM working. May you please check my account (nksy.us) to see what's wrong?
The SPF record verification fails
I have set the SPF record for my domain correctly, according to zoho's SPF configuration guide. Also I used some tools to check my SPF record, and all showed it is correct. But the control panel still shows that I haven't finished the verification. So how to deal with it? Thanks in advance.
YET ANOTHER BUG: Client Script Flyouts no longer acting like Flyouts
As per https://help.zoho.com/portal/en/community/topic/kaizen-157-flyouts-in-client-script one of the key benefits of a Flyout over a Popup is the ability to move it around the page. This no longer works. The "width" and "height" configuration settings
TASKS - Dashboard to show ALL Tasks from ALL apps.
The Unified Tasks View is useless without the other main zoho apps (Desk, Books & even FSM now) We need to see all our tasks under on pane of glass. The Zoho developers are out of touch with real business workflows. So how it was designed they want us
BUG ALERT: Client Script + Commands -> $Page contextual data is not updated
When using the new Client Script Commands feature, there is an issue with the Client Script $Page contextual data not accurately being updated each time a Command is run. Assuming a Client Script Command called "Client Script Command Bug" with the following
Inconsistency Between UI and API for Future Status Subscription Start Date
Hi Zoho Team, I noticed an inconsistency in how the start date is displayed for future status subscriptions in Zoho. The UI shows one start date, while the API response seems to return what looks more like the activation date (ActivateDate). Could you
Client Script event on any field of a Detail page
Hi everyone! I'd like to trigger a Client Script when a user modifies a field - any field - from the Account Details page, how can I do this? I don't want to trigger it on a specific field, but on all of them. Thanks in advance!
ZOHO Reports - Filter Logic?
Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
spark sync problem with iphone
Hello, I am using the spark application on iphone 15 pro max and 16 pro max. After several days of installing the account on spark i dont get notifications on new emails, i have to open the app in order to receive the new emails. After sending email to
Ability for admin to access or make changes in zoho form without asking for ownership
Currently in zoho form only form owner can make the changes in the form and if someone else has to make changes then we have to transfer the ownership to them and even admin also cant access it . So i think admin must have the ability or option to access
Listado con descripción de artículos
Buenos días En nuestra organización tenemos artículos genéricos en los cuales concretamos medias o colores o acabados en la descripción del artículo (ejm: tenemos el artículo estor a medida y en la descripción ponemos la medida concreta que necesita el
Não consigo receber e-mails de algumas instituições como por exemplo: banco
Não consigo receber e-mails de agências, bancos e instituições. Envio normalmente, mas os e-mails enviados por eles não chegam para mim, mesmo aqueles que são respondidos no próprio e-mail enviado por mim.
How can I send a reply to 100 unread emails in one click using a Zoho account?
When I select a single email, the 'Reply All' option appears, but when I select multiple emails, the 'Reply All' option does not appear.
Sync Gmail for Admins
Hello. We migrated from gmail to Zoho mail a few years ago, but some users want to be able to use gmail. I have set up dual delivery in the Zoho Mail Admin console. This is working fine. I can't figure out how to sync outgoing emails. Specifically, if
Export Tasks From ToDo List whic are in side Zoho Mail
Hi, I have a list of tasks in ToDo List inside Zoho Mail. How can I export these tasks to Excell sheet? check the attachment for more clarification.
Add blueprint buttons to listview and kanban
Hello, just started to use the Blueprints feature - really useful. I have one suggestion to help this work even better - can there be transition buttons that appear on the top of listview & Kanban? Maybe an option as well - "Blueprint transitions appear
Check all user mails in one inbox
Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?
I want to cancel the zoho mail service customer number 20060087524
On February 2nd of this year I bought the zocho mail service for myself and my family. Apart from the mail client via the zoho application, it does not work for me on the iPhone and iPad. I want to cancel, what is the procedure? klient number: 20060087524
Whatsapp Integration not working
Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.
Weekly Tips: Get Work Done Faster with Zia AI
Every day brings a fresh batch of messages — meeting invites to accept, client feedback to review, colleagues asking for updates, and the constant ping of new notifications. It's exhausting trying to clear your inbox while wondering how you will catch
Mail > Columns
How do I add/remove columns in Mail views? I sent individual emails to multiple coworkers which I then moved to my Coworkers Folder. When I then view the Coworkers folder, all I see is the Subject (same for all), and the sender (Me).
Effortlessly advance through your CRM blueprints by including optional fields in transitions
Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
Trigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no trigger
CRM Multiline Field Spacing Bug
If the text in MultiLine field is changed through client script, the spacing isn't reset and we get a lot of empty space Screen Recording is attached that shows the problem
Zoho Mail
Hi Can we use Zoho email for our business? I have a website. In this website, we can use it in the contact page and also in the DMCA page. Kindly, this topic is a bit sensitive. Please give me a detailed reply on this and thank you in advance.
Undo/redo when composing Mail
Where is the undo/redo button when composing mail? I've new to Zoho, I've looked, I've searched and can't find it. What am I missing?
Unified Notes View For Seamless Collaboration
To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily
DataPrep Export to CRM - Linking Modules
Is it possible to export data to linking modules in Zoho CRM? If I want to do this will I have to create a custom module using functions and workflows to mimic a linking module? If this is not possible it should be added. I don't see how this is functionally
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