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• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Does an email preview pane view register as opened?

  Hi, If a recipient of one of my campaigns views it in a preview pane, opposed to opening the email, does Zoho Campaigns register that email as being opened (viewed)?

• Zoho mail account not active

  Hello, i'm trying to login to zoho mail but it sends a error message saying my "account is not active". What should i do to fix this out? Thanks Regards

• Is it possible to have conditional pages?

  We have a Document, which consists of multiple different subdocuments. We want to have the subdocuments as pages inside a doc and only show them in specific cases. Is it possible to have conditional pages inside of a mail merge based on CRM data?

• Zoho Connect Ultimate in Zoho Workplace bundle ?

  Hello, I'm using Zoho Workplace for few years now, that includes Zoho Mail, Zoho Cliq, Zoho Workdrive and Zoho Connect Enterprise. I would like to use Zoho Connect Ultimate. How could I upgrade ? Thanks. Joffrey

• Sync info from Accounts to Deals in Zoho CRM

  Hey! How do i set it up so that the data i put in the account automatically syncs to the deal that i create from the accounts page?

• How can i download zoho meeting transcription by api ?

  I am using this api to get transcription download url https://meeting.zoho.com/meeting/api/v2/%7Bid%7D/recordings.json I tried to download using transcriptionDownloadUrl in response, but I got 403 error. Is there any endpoint to download it or any scope

• Power of Automation :: Clone the details of the Parent task to its sub-tasks automatically

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• How to move recors from one custom module to another custom module

  Hi there, currently i have a module called sample/production where i have two different types of records inside this module, one sample and the other production. I want to be able to transfer all the sample records without losing any data to a new module.

• Creating a Workflow to add Meeting on Calendar

  I'm trying to create a very simple Workflow to create a Meeting on my calendar when a Deal is created. This seems like a very basic thing and it's not working. Here are a couple of screenshots...what am I missing?

• User Name in Zoho Cliq Not Updating Across Apps?

  We updated the name of a user in Zoho. (From Sue to Taylor) Her name has not been updated in Cliq on all apps. When in Zoho One, if I go to Cliq directly, it is correct, but if I am in another app, and the Cliq bar pops up on the bottom, it will be the

• Can Zoho do these tasks? (Long post!)

  Hello everyone, I run a business which helps customers access home energy efficiency upgrades. Our workflow involves generating leads through a Tally form and storing these in Airtable, but I’m finding Airtable’s limitations (such as constant horizontal

• Social Links

  Love the social links at the top of the candidate and contact screen in Recruit - a few suggestions: - implement this in CRM too - would be valuable too - photo - take the photo from the first social profile and use that as the profile photo for the candidate/contact - have the social profile urls to be available to view in the main profile - not hide the data Thanks!

• Starting new; I already see sample data and customers; it is confusing

  Hi, I am new user to Zoho CRM, I plan to upload my customer information. But I already see sample data. How can is see a clean slate. I don't want to see any sample customer or dashboard data. How do I start clean

• Zoho Developer V6

  HI to all Zoho Creator Developers This is a discussion for those of us who have begun using V6 developer accounts. With V5, in the instances where a update pulication failed, you could see where the fail was and almost self-diagnose the fix and republish.

• Peppol Malaysia API

  Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

• 【Zoho CRM】メール機能に関するアップデート

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中からメール機能に関するお知らせをご紹介します。 これまで、Zoho CRMから直接送信されたメールにはユーザー権限が適用されておらず、役職に関係なくすべてのユーザーがメールにアクセスできました。 一方、IMAPやPOPサーバー経由で管理されているメールには権限設定が可能でしたが、CRM内で送信された個別メールや一括送信メールなどは全ユーザーに共有されていました。 今回のアップデートにより、メール機能に新たなメールのアクセス権および共有に関する設定オプションが追加され、以下のことが可能になりました。

• Application Menu

  Dears, Just a little bit pushing on this :D. Really hope this is going to be released soon.

• Zoho CRM App - Links

  Hi  Is there are plan for making Custom Links available in the Zoho CRM Android App? I can't see them being added? Thanks Gene

• Notebook, colors on fonts disappeared

  Woke up this morning and all my color was gone. I have a note in which I change the font color on certain items to make them stand out. All that color is gone. Tried looking at past versions. Nope. Gone. Now I have to go through the equivalent of 20 pages

• Map Contact to Account record based on email domain

  Hi Community, I'm looking for a (presumably custom) solution to map Contact records to Accounts based on web domain. E.g. new Contact record John Smith with email john.smith@acme.com is automatically mapped to Account record Acme Ltd https://acme.com

• Question about on User input workflows

  In my app I have a field for device IMEI which should trigger a check on an external API through an invokeUrl. But it seems the workflow will only run after the user has moved the focus away from the field by clicking somewhere else. However, if the user

• Error using new beta Import functionality with custom module

  I'm getting an error using the new beta Import functionality in Desk to get some data into a Custom Module. My custom module is called "Senders" and is linked to "Accounts" with a Lookup field. In the csv file for the import there is a column where I

• Zoho REST API Create document issue

  Is it possible to use api/v1/requests endpoint to create a PDF file by sending the PDF as an encoded blob data or any other string format? https://www.zoho.com/deluge/help/sign/create-document.html I'm trying to send the PDF data to Zoho Sign endpoint

• Changing the installed folder name in Workdrive

  Hello, I have a problem with filename length causing me system problems. My company name is Motorsport-Developments. This means my workdrive is: c:\Zoho WorkDrive (Motorsport Developments) Because my folder and filename structure has to include very long

• Custom module in CRM - Would like to have a pdf report of a record once approved and closed.

  Hello I am using the custom module in CRM to create a non-conformance report process. Sometimes the process requires us to send a report once completed and closed to an external person, in the form of a pdf. Is this something I can build into a workflow

• Lock a mail merge doc in Writer

  Short story I've created some CRM merge docs in Writer and I'm sick of staff changing fonts and layout on a whim. All they need to do is hit Finish and Merge then print the doc. Is it possible to make the docs read only to everyone without admin account or to require a password to save? While I think about it can the doc merge the data fields automatically when it opens rather than hitting "Finnish and Merge"?

• Does setting and content of the customer's demo account still going on after they buy Zoho One?

  Hello, Does setting and content of the customer's demo account [created by a partner] still going on after they buy Zoho One?

• Capturing page referrer of Forms

  I have a form created in ZMA 2.0 and am reusing it on many different pages on my wordpress website. I want to be able to captured the page URL against the lead that fills in the form. I have found these instructions : https://help.zoho.com/portal/en/kb/marketing-automation-2-0/user-guide/settings/marketing-channels/articles/web-pages

• Bug with copying workflows

  This is getting very tiresome. When I clone a workflow to use it as the base for another workflow - It doesn't disassociate. By this i mean that if i make an update to one workflow, it updates in the other workflow. I have assumed that when i clone a

• My followed tickets extension is not working under the All departments view

  Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p

• ワークフローでの自動返信メールについて

  Zoho Deskについて、この場を借りて質問させていただけたらと存じます。 【やりたいこと】 wordpressのフォームから送信された問い合わせ内容をDeskにて管理。 フォームからお問い合わせが送信されデータが作成された時点で、受理した内容のメールを自動で返信したく設定しております。 【状況】 テスト送信を行い、 ・フォームから送信された内容が正常にデータとして新規作成される ・フォームのメールアドレス欄に入力したアドレスがDeskお返信時のTOに挿入されている ・Deskからの返信が正常に届く

• Referencing a record's parent record

  I have a form Application with a subform Tools. Tools is a form in its own right, and I have a view of All Tools. However, I can't find a way to show in All Tools which Application each tools record is associated with (unless I add a lookup field for

• Translation in Zoho CRM now supports various regional languages

  Release plan (Last modified on Oct 29, 2024): This feature is being rolled out in phases and is currently available for all users in the JP, AU, CN, EU, and US data centers. We'll keep you updated on releases for other data centers. Hello everyone, Imagine

• Samsung watch zoho app

  Hi, is there a way to see zoho mail on the samsung new watch? Or are there any zoho apps that can be installed on the new samsung watch 5 or 6?

• Two way sync between Bookings and Zoho Mail Calendar

  Is there a way to enable a two-way sync between Bookings and the Zoho Mail Calendar? As far as I know, it is only possible to check conflicts from Bookings and push meetings from Bookings to the Calendar. However, when I press the sync button, appointments

• Employee Sharing Platform

  Hey, I have a group of companies that share employees and crews. I would like a platform where somebody (person A) who needs help can post the job and then other crew leaders can bid on the job (with an hourly rate or something like that). Person A can

• Language barrier and impossible support process from Zoho One support

  Support for any Zoho One product is proving to be impossible... Long tickets and chats that drone on for simple inquiries, often several requests by Zoho support to re-phrase or clarify perfect, concise questions. After you do so, which takes at least

• Flow error "given url is wrong"

  when I setup a flow to update a task status, I get an error when it runs that says "given url is wrong."

• Is PageSense included in Zoho One?

  PageSense is marketed as part of the Zoho One product suite, but when I login to PageSense it prompts me to upgrade (in 31 days I suppose) even though I am on a Zoho One subscription. Is PageSense included or not? If not, then please don't market it as

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