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• Zoho Creator Get Records Integration Task

  Trying to use Zoho Creator's Get Records integration task to fetch records from a specified report in Zoho Creator: https://www.zoho.com/deluge/help/creator/get-records.html However, I continue to receive a code 2894 error saying that the report is not

• How to export customer contacts from Zoho desk

  How to export customer contacts from Zoho desk

• New in WorkDrive: WorkDrive Genie, a quick-editing app for desktop (Beta)

  The WorkDrive Genie app lets you open and edit any of your WorkDrive files on the web with your default desktop applications. For example, you can open and edit files such as documents, images, and videos with Microsoft Word, CorelDRAW, and Adobe Premiere

• Internal Notification Email contact fields

  Whenever a new customer is added in Books we add the contact to Campaigns. This is easy to do via sync. We need to send an internal email when the contact is added in Campaigns. This is also easy to do with "Internal Notification Email" automation. Question

• Zoho Books | Product Updates | January 2025

  Hello users, Now that January is over, here are some exciting updates to make this new year even better. We’re back with new features and enhancements in Zoho Books, including comparing fields as criteria in workflow rules and a custom SMTP integration.

• zoho account

  we are unable to log tickets to IT due to our zoho account we unable to open

• One editable subform entry to more than one parent record (of the same parent type)

  Is it possible for two records of Form A to share a subform B record? As in the subform B record shows up and is editable in both of the Form A records and when I create a form A record I can associate it with other form A records through deluge. I'm

• WhatsApp

  Hola quiero saber cómo puedo integrar WhatsApp y Zoho desk

• Auto CC is Off but still sends email

  Hi, I often forward an email from my work address into the ticket system using my custom support@xxxxx.zohodesk.com email. Even though I have the Auto CC email replies to my support box Off (image attached), It still includes that when I reply. And if

• Configure Notes Title for Blueprint Transition

  It'd be very helpful to be able to configure note titles on blueprint transitions when requiring notes. This would help tie back the history of notes to the blueprint actions. We have some approval processes in our blueprint and require notes for the

• Zoho Signing embedded with iframe is moved out of view when navigating to focus signature on mobile devices

  Dear Zoho team, I'm having difficulty embedding the signing url into a website for users to sign on their phones, it's not working perfectly. The problem occurs after the user accepts and continues to sign, or the user clicks to redirect to any of the

• How to change the pdf title of invoice

   Hi! When we generate an invoice in pdf format, the title of the document still appear in English, for example Invoice-XXX How we can customize the title of the invoice generated?

• Paypal Payaments Pro not available in our live account.

  We have a test environment set up and one of hte payment gateways is paypal payments pro. This option is not avaiable in our live account and the regular paypal gateway says auto-charge not available. Why does paypal payments pro not appear in our live

• CRM Hack #2: Automate sending of birthday greetings to your customers.

    Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,

• Adding Markdown text using Zoho Desk API into the Knowledge Base

  Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality which is able to support this operation ? Thank you in advance, Leandros

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• Create/Update Query Tables through API

  We need an API to edit the query tables. Currently if columns are added/removed from a normal table, we have to edit the query tables made on top of that table manually to reflect the changes. We want to automate this task to automatically update the

• Displaying Inactive Customers & Vendors

  Can we please have this choice in general settings, it's a pain showing hundreds of inactive records. A simple search clears the "Active records" filter ! A simple message showing "Inactive records match your search criteria but have been omitted, would

• Marking a Desk ticket as Unread after merge

  We have a custom script that runs against every new ticket and auto-merges it with any existing ticket that matches our criteria. That works fine but there is no functionality that reverts the newly-updated ticket back to an "unread" state. I found the

• Ticket rápido e simples

  Boa tarde pessoal! Tudo bem? Me chame de gustavo! Estou em busca de um sistema simples, prático e rápido!,sendo o seguinte caso: Como possuimos um serviço de endereço fiscal, onde os clientes criam endereço fiscal conosco, ao longo do tempo nós recebemos

• Overview on users IMAP settings

  We have about 30 users who all have the channels/email/email configuration/IMAP integration/O365 enabled and emails are synchronized. Here my problem: Passwords for the email accounts are expiring on individual bases and most of the users forget to update

• Meeting integration with Otter.ai

  Would love for an integration with an AI transcription service like Otter.ai to be integrated with Zoho Meeting. Thanks

• Adding Attachment to Desk Ticket via Deluge

  Hello, My team has a process where some people are entering information into a workbook in Zoho Sheet, and we need to get a copy of workbook into a ticket in Desk. We currently have a 'Submit' button on the Sheet that triggers a webhook to Flow, and from

• Enhancing self-service capabilities with AI-based Zia Answer Bot

  Hello All, Zia Answer Bot is available with better accuracy to enhance the self-service capabilities of the platform and to empower the users to resolve queries independently. By leveraging knowledge base (KB) resources, the Answer Bot provides accurate

• 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

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• Leistungsdatum in Rechnungen (Zoho Books)

  Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks

• Custom module in Portals won't edit

  I have a custom module but Portals access users can't edit it. They can create and delete though. In the Portals settings I have Create, Edit and Delete set turned on. Anyone know what this could be?

• On-prem version of Zoho Desk

  Is there an on-prem version of Zoho Desk available for enterprise customers if we have additional aspects of security that aren't covered with current legal and data security terms?

• 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

• Multiple email accounts in MacOS mail app

  Hey, I am facing a problem while using Zoho mail app on macos. The clear description of the problem: I am managing multiple Zoho accounts and each of them have some custom email addresses. address1@domain1.com is my main account, address2@domain2.com

• Delay in delivery of emails

  I'm experiencing random delays for emails sent from Zoho account. Headers show that the message reached mx.zohomail.com almost instantly, followed by a delay of anywhere from 3-15 minutes (and counting).  Please confirm whether this is a system-wide issue.

• Convert Leads to Deals in Portals?

  Is there a way to convert leads to deals, like the main program does? It doesn't seem to do it in portals. It seems a bit pointless having it.

• Need Marketing specialist for Zoho client

  HI, I am looking for someone to help a client with their social media marketing. I have set up Zoho for them, but they want to start various social media campaigns and are looking for a referral. This is for a marketing person who is familiar with Zoho

• Error: Invalid login: 535 Authentication Failed 0|server | at file:///var/www/html/AHFits/Controllers/mailer.js:70:35 0|server | at process.processTicksAndRejections (node:internal/process/task_queues

  I tried every thing anable 2 factor auth, generate app specific password, add MX,SPK,DKIM everything i can do but still I am unable to user email through nodemailer. I work on development but when it Runs on production(VPS) I got 535 Authentication Failed

• Pivot Chart - Zoho Creator

  In Zoho Creator, I want to enable an edit option within the Pivot Chart itself. Additionally, I want to avoid showing duplicated values for certain columns. For example, I’ve created a month-wise sales report for each product type. The form contains fields

• Not Receiving Incoming Mails

  Today I had successfully verified and configured the Zoho Business Mail setup for my domain "weturn.ae" But the Business mail ID i had created not receiving the incoming mails but I can send them. So Please help me with the issue

• Cant BCC comments

  Whats the reason why we cant bcc to add to comments? We are getting this error:  We are unable to process this email. WHY DID THIS HAPPEN? We suspect the below reasons to be the cause of failure : 1. You might have mis-spelt the email address. 2. You might have added the email address in BCC I used the copy option within the comments to copy the email address. It works fine if I cc, just not bcc.

• Private Tickets

  Sometimes we want to be able to create a ticket for a customer that they cannot see either in email or in their help center. Sometimes we see an issue on their account or something odd, or our analytics show something proactively needs to be addressed

• email Signature from Contact page not working

  Hey guys, I just set up my signature for the email i integrated with ZOHO. It works when I'm using the email client but when I send an email from the contact or lead page it doesn't add the signature. problem on my end or ZOHO's? thanks for the help!

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