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• Kaizen #165 : How to call Zoho CRM APIs using Client Script

  Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using Client

• Zoho Books / Zoho Inventory ??? WHY ????

  I noticed in the Zoho Books What's New page: ------ 18 January 2021 New Line Item Fields You can now display the Brand and Manufacturers fields in the line items by enabling them from Templates. This option is available for organisations with Zoho Inventory.

• 【Zoho Flow】外部連携のエラー

  Zoho Flowの外部連携にて、Google sheets(スプレッドシート)との連携をしているのですが、先週から添付画像のように「”\n”」というエラーのポップアップが表示されます。 解決方法をご教授いただけないでしょうか。 ▼挙動詳細 特にフローを触ったわけではなく、フローが実行されていないことに気付き、他の異常が見つからなかったため再連携した際に気付きました。 同じ設定で新規外部連携をした際、一時的にエラーは解消されましたが、時間がたつとフローが実行されなくなります。

• Tracking against a bucket of money

  I charge my clients in blocks of $250. It can be pay as you go or monthly subscription based. I have 3 tiers of services each at a different hourly rate. I’m looking to keep track of the $$ bucket and deduct $$ as I work on projects based on the service

• Multiple Blueprints on different fields at the same time.

  It looks only 1 Blueprint can run at the same time, it makes sense for many Blueprints on the same field (Eg. Stage). But what about multiple Blueprints on "different" fields? the multiple options must be available. (Eg. Stage, Documents Status, Contract

• To unsubscribe from your paid subscription in Zoho Mail, if you can't find help anywhere.

  For ZohoMail users who wish to cancel their subscription, we noticed too many requests, we are not stopping you from staying free. To cancel your subscription, login to https://mail.zoho.com as Super Admin >> click Control Panel >> Subscription >> Cancel

• OAuth 2 for customer portal

  In Zoho Creator, is it possible to set up an OAuth 2 connection with an external service (in this case - Zoom) for customer portal users? Specifically, I want each user to be directed to an authentication page for Zoom, and then have the connection established

• Workflow - CRM Deals to Meetings - Creating duplicate meetings

  I want to be able to create a deal in Zoho CRM and a Meeting be created so that it adds to my calendar, however when I edit the same deal, I want it to edit the meeting, not create a new meeting! Everytime I edit a deal, It creates a new meeting so I

• No longer get Cliq notifications on phone if app not started

  On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

• Subform Missing "Add Rows" Button

  I created a Subform on the Account layout but I do not show the "add rows" button. I followed the online setup instructions but it looks like I'm still missing something. How do I get the ability to "add rows" to my subform? Here is what it looks like

• Not able to set update a module entry with a Boolean variable

  I am creating a Flow where if certain requirements are met, I want to update a checkbox in Zoho CRM's Cases module labels "Paid". I am just not able to figure out how to update the value. In "Update module entry" the variable is displayed as text, so I have to input something. I tried: true, 1, yes, True, Yes with no luck. Whatever I do, I get the same error message as a result: "Invalid input for Paid. The expected input type is boolean." Any know what I'm doing wrong? Thanks!

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• Request: Custom CSS Theme

  I would really like a custom CSS theme that enables me to completely customize the look and feel of the survey page based on the typography of my company brand. Unfortunately, there does not appear to be complete customization with existing themes. This

• Work Drive Collect Files Feature Custom Link - Google Security Alert Social engineering content detected on

  I use the Work Drive collection feature to allow clients to upload files. I created a custom URL using the subdomain feature. However, my Google search console has thrown up a security report that this URL is being detected as "social engineering content

• How to add new widgets?

  Searched and searched and cannot find anywhere. Why is everything so hidden in zoho! Why is there not a button right here that allows me to create a new one, why is it buried somewhere else! Zoho's UI is so infuriating

• Error AS101 when trying to add a new email alias

  Hi, For my domain, simplycompli.in, I would like to remove the alias email ID prateek@simplycompli.in , but I'm getting error when I'm trying to replace it with a new email ID. Can you please help?

• Task Start and Due dates

  Hi, I am trying to find a way to autopopulate Start and Due dates for tasks in a project. I want to assign the same dates that are found in the Start and End dates of that project. I tried the automatic workflow but it seems that Project information is

• UNABLE TO RECIEVE EMAIL WITH ATTACHMENTS

  Hi , Iam unable to receive any emails with attachment from others even email with small attachment is coming through and also sender is not receiving undelivered notification. kindly help

• Agent password reset

  Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards

• Creator - Portal users management

  Setting up users in Portal at the moment reqires the following steps in sequence: Invite new email/login/user configure reports visibility accept the invitation in email set password If a login or multiple logins are created to assign reports visibiliity

• One time offer in Zoho Campaigns

  Hello! I have an idea to improve my sales. I would like to make a "one time offer" in Zoho Campaigns with a clock that will count down the bid validity period.  Is it possible? Regards.

• User already specified message / Can't check email through client

  This issue has been noticed since at least Monday the 11th, (although the last mail I have in my inbox is from the 8th of Nov, 2024). When I check mail (POP) through Thunderbird as it has been configured for the last 10 years with no issues, I receive

• "Number of statement execution limit exceed" error

  Hi everyone. I know that this is a already discussed topic, but I want to express my discomfort with wasting a lot of time solving this pseudo error instead solving real client problems. I hate introducing changes in the code to manage this error.

• Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

  I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

• SMTP access authentication failed

  smtppro.zoho.com port 587(tls) My account don't use Two Factor Authentication. My account：noreply@laifaka.top

• Zoho Mail : Email Outgoing Blocked

  I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able

• Single use booking

  Hello everyone! It would be very interesting to be able to generate unique booking links. Once a booking is made through that link, it will no longer work. Calendly has something similar: https://help.calendly.com/hc/en-us/articles/1500001292022-How

• Instagram Messenger and CRM integration

  Hi, We are using CRM+ and love the integration with Zoho Social. However we are very heavy on Instagram and we lack the message feature and the integration with CRM.  I have been told that there is focus on Instagram, is there any way of knowing if above is on the roadmap? If so when can we accept it to be implemented? Thank you, Per Tattoocyn

• SENDING EMAIL BLOCKED

  I have been blocked from sending emails, I am sorry for going against your policy, Please help me lift the block and I will keep to your policy strictly and never go against them. Please forgive me. My email address is u.a.e.connect@emirates-nbd-sta

• Unable to create same email after migration to Zoho

  Hi, I recently migrated from hostinger email to zoho email. After verifying all TXT fields, I'm able to create new email ID and send/receive emails from this email. However, I'm trying to create the same email ID that I was using in Hostinger but I'm

• Can't submit ticket when connected

  Hi team I hope you're doing well I have a problem that I haven't been able to find the answer to among the many topics. The context is as follows: We have a help desk for each of our departments, support for our company and support for another company.

• Account Settings

  If the email I receive is system@aimeni.com, can I reply to the other email address I created? Also, can I add other domain names to the same account? If so, is this account shared or calculated separately?

• Changing Domain

  I mistakenly miss spelt the word "Realtor" and wrote Relator.. I would like to correct it please . I have also change my payment card

• Mail Search Not Working

  Hello, Mail search is not working at all. I've tried Chrome and Mozilla. I can try and search for an exact term, or even an email that is 1st in my email list. All search does is sit and spin, or it comes up with no results. I've also tried it on my android

• Workspace and CRM Contact Sync Updates

  Dear Marketers, We are delighted to bring you a fascinating update this holiday season. An update which will help marketers like you increase their focus and enhance contact management. These new features are designed to streamline your workflow, enhance

• Bank feeds broken again.

  Not for the first time my bank feeds are broken, they appear to be connected but no transactions are coming through since 31st Jan. I have contacted support and await a reply. Anyone else have the same issue? I feel the route cause needs addressing.

• Période de Congés

  Pour l'indemnité de congés payés la référence est du 1er juin au 31 mai alors que pour les RTT la période est une année calendaire. Comment gérez-vous ces différentes périodes dans Zoho People?

• Looking to Auto-Merge Duplicate Tickets

  Hi guys, I need the option to auto-merge duplicte tickets and i dont see this option available in automation , Can this be done? And if so how, Cheers

• Issue with zDesk Notifications

  Hi Zoho Team, Please check on this issue our team currently experiencing. Logging in and out was done but issue persis.

• Set print area

  Is there a way to set the print area like I can with Excel

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