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• API for Task Entity in Zoho Books

  I’m working on automating task creation in Zoho Books via a custom button in the Bills Module. The goal is to create a task in the Tasks Module and assign it to the Finance Team, so they can track progress efficiently. While reviewing Zoho Books documentation,

• create invoice in zoho books from the zoho forms

  Is there a native way to have create invoice in zoho books, when zoho form is completed?

• Email undelivered

  GOod Day I am always receiving an uncategorized-bounce to my email. I am not sure why this is happening.

• Add inventory_valuation_method to items endpooints

  To ensure consistent item creation it would be helpful to have the inventory_valuation_method (FIFO vs WAC) be able to be set at item creation or as an update (consistent with current behavior where it is not allowed for items with existing transactions)

• Use Zoho to send sales receipts for Gocardless transactions

  I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

• Zoho - Gocardless sales receipts

  I've been using gocardless for years and have d/d mandates set up on there. Each week we get bulk payments from customer d/d's. However, we need to send sales receipts to these customers. So I know I can sync mandates into Zoho, and then I can set up

• Zoho Notebook Sync problem

  I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!

• Introducing Rollup summary in Zoho CRM

  ------------------------------------------Moderated on 5th July'23---------------------------------------------- Rollup summary is now available for all organizations in all the DCs. Hello All, We hope you're well! We're here with an exciting update that

• Introducing Connected Workflows in Zoho CRM for Everyone : Free Your Teams to Focus on What Matters

  Hello Everyone, We’re thrilled to introduce the next big evolution in Zoho CRM for Everyone -- Connected Workflows. This new feature builds on our commitment to deliver a CRM that’s truly inclusive, adaptable, and designed for consistent collaboration

• Introducing Connected Records to bring business context to every aspect of your work in Zoho CRM for Everyone

  Hello Everyone, We are excited to unveil phase one of a powerful enhancement to CRM for Everyone - Connected Records, available only in CRM's Nextgen UI. With CRM for Everyone, businesses can onboard all customer-facing teams onto the CRM platform to

• Cooling-off Period Just Got Better: More Coverage, More Control

  We’ve enhanced the Cooling-off Period feature in Zoho Recruit to give you more control over repeat applications and referrals. This helps you maintain a cleaner, more efficient recruitment pipeline. With this enhancement, you can: Prevent duplicate candidate

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Revenue Management: #7 Revenue Recongition in Construction & Real Estate Industry

  If you are in the construction or real estate business, you are used to long project timelines and progressive invoicing to keep up with your billing. But when does revenue get recognized? Will it happen when the contract gets signed? At different milestones

• TikTok (and other social platform) Messages and comments of the past

  When I link a social channel, Zoho will show in "Inbox", "Messages" and "Contact" sections the interaction done in the past? (comment, messages...)

• Email Integration - Zoho CRM - OAuth and IMAP

  Hello, We are attempting to integrate our Microsoft 365 email with Zoho CRM. We are using the documentation at Email Configuration for IMAP and POP3 (zoho.com) We use Microsoft 365 and per their recommendations (and requirements) for secure email we have

• How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

  How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

• Restrict Employee mail deletion

  Dear Zoho, Is there a way where i can restrict my employees to delete any mails from their account

• 554 5.1.8 Email Outgoing Blocked.

  Hi guys, I just singed up for mateusz.nowicki@zoho.com mail and I can't send any mails.. Why? Everytime I try to send something I got error like the one in the screenshot. Please, help me.

• Zoho IP blocked by SpamHaus

  ERROR CODE :550 - 5.7.0 Your server IP address is in the SpamHaus SBL-XBL database, bye

• File Upload in Creator's Subfrom

  Hello Sir/Madam, Here is a Problem......... Scenario: In CRM One Custom Module (Payments) have one File Upload Field now we have to Upload that File into Creator's Custom Form (Documents) have one Subform (Documents) in Document Upload Field using Deluge

• integarting attachments from crm to creator

  when i tried to integrate pdf attachments from crm to creator via deluge i am getting this error {"code":2945,"description":"UPLOAD_RULE_NOT_CONFIGURED"} the code i used is attachments = zoho.crm.getRelatedRecords("Attachments","Sales_Orders",203489100020279XXX8);

• 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.

• Trigger workflow base on email clic

  Searching the help and forum, I see that there were workflow trigger rules based on email. But now, I can't find this type of trigger when I create a custom workflow. What I'm looking for would be to automate the sending of an email for a new prospect,

• Bigin Form Acknowledgement

  How to troubleshoot and find out why form acknowledgement is not sending emails after form submission?

• Option to Customize Career Site URL Without “/jobs/Careers”

  Dear Zoho Recruit Team, I hope you are doing well. We would like to request an enhancement to the Career Site URL structure in Zoho Recruit. In the old version of the career site, our URL was simply: 👉 https://jobs.domain.com However, after moving to

• 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

• Ever since the new Android App udpates notifications are not working

  notifications are not working for the app is its closed I followed the tutuorial to the notificaction fixed and everythig seems to be right but notifications are not workig

• Zoho Analytics & Zoho Desk - but not all desks

  I have several desks in our company and one of those is used by our HR department. I want to bring through the data to the shared Zoho Analytics workspace - except for the HR desk. Can this be excluded at data import stage ?

• Incoming Emails Not Showing Up in Zoho Inbox

  Hi - I have my Zoho email account set up to forward a copy of all incoming emails to a secondary Gmail address, whilst retaining the original email in the Zoho inbox. However, all my incoming emails are currently not showing up in my Zoho inbox, so I'm

• How to retrieve my following requests on this forum?

  Sorry, but I did not find the proper subforum for this question.

• How to list emails in a folder, e.g. Inbox, on multiple pages when using Zoho mail webpage?

  Something as shown in the figure. There are totally 50 emails in Sent folder. If "Mail per page" equals 20, then the Sent folder is split into 3 pages. When I wander through Sent folder, I can just select a specific page to jump to. BTW, it seems that

• Unable to Create Zoho Booking via the Book Appointment API

  Its giving the below error {     "response": {         "errormessage": "Error setting value for the variable:customer_details\n null",         "status": "Error"     } } Request: POST Url: https://www.zohoapis.in/bookings/v1/json/appointment attached Zoho-oauthtoken

• SHEET - Send email when a cell changes

  I would like to create a custom function for Zoho Sheet that triggers when a paticular cell changes to a specific value. This would result in sending an email to a recipient (this would be an address that remains the same and included in the script). Example: = IF(N4= "Drafted", <>EmailFunction) 1)     Cell N4 changes to "Drafted" 2)    Email is sent to recipient            or alternatively 3)    Post to chat channel I have found the Custom function editor in Sheet. I am not bad at scripting, but

• 【開催報告】 福岡 ユーザー交流会 2025/8/8（金）

  皆さま、こんにちは。コミュニティチームの中野です。 8/8（金）に、福岡 ユーザー交流会を開催しました。 本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 今年初の開催となる福岡 ユーザー交流会では、CreativeStudio樂合同会社 前田さんによるZoho CRM / Sign / Survey の事例セッションのほか、 Zoho社員セッションでは、Zoho Forms の活用法を解説。 さらに、「見込み客・顧客データの管理/活用方法」をテーマに参加者同士でZoho

• no me llegan los correos a Zoho mail

  No puedo recibir correos pero sí enviarlos, ya hice la modificación de MX y la verificación de teléfonos, qué es lo que ocurre? gracias

• Error: Invalid login: 535 Authentication Failed

  I have used zoho with nodemailer. const transporter = nodemailer.createTransport({ host: 'smtp.zoho.com', port: 465, secure: true, auth: { user: 'example@example.com', pass: 'password' } }); While sending the mail, it shows the following error: Error:

• Zoho Renewal

  Hello, If I am not going for zoho email renewal. will i get back my free zoho account? and if yes then is it possible to get back my all free user. how many user get back 10 or 25?

• javax.mail.authenticationfailedexception 535 authentication failed

  Hi, I am facing 535 authentication failed error when trying to send email from zoho desktop as well as in webmail. Can you suggest to fix this issue,. Regards, Rekha

• Not reciving emails

  Apparently i cannot recive emails on my adress contact@sportperformance.ro I can send, but do not recive. The mail i'm trying to send from mybother adress gets sent and doesn't bounce back... but still doesn't get in my inbox. Please advise

• Not receiving MailChimp verification e-mail

  It seems that their verification e-mails are blocked. I can receive their other e-mails, but not their verification of domain ownership e-mail. I've checked and double checked how I typed the e-mail, using different e-mails (my personal e-mail can receive it), white listing the domain and all that is left is for the IP's to be white listed, but I don't have that power.  If a staff member could take a look at this -> http://mailchimp.com/about/ips/ And perhaps white list them for me, that would be

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