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• Tip of the week #47- Setting response time goals

  Have you or your team ever sent a late reply to an important customer, or worse, missed it completely? That can lead to disappointment or frustration for your customers, especially if they were counting on your response. And let’s be honest, no one wants

• zeptomail not working on production

  We are using Zeptomail in our nodejs project. It works well on the development environment but when pushed to production we stop getting emails. We need this fixed Asap

• macOS Sequoia - FYI

  Just a heads up for anyone thinking of trying the Sequoia Beta 1 that was released just yesterday, that Workdrive Sync doesn't work. So if this is important to you I would suggest holding off trying the Beta until Zoho resolve the version issue.

• 552, b'Your IP Address is blocked from further use.'

  I suddenly got this while using SMTP to send emails

• It would be good to have some kind of notification, either visual or sound-based, when Zobot handles a conversation

  It would be good to have some kind of notification, either visual or sound-based, when Zobot handles a conversation so that it can be monitored. This is because many times I don’t realize when Zobot has assisted someone until I later see the closed chats.

• Zoho Marketing Automation Cannot Sync Lookiup Fields

  Hello all, It seems that Zoho MA cannot sync Lookup fields from the CRM. Can you confirm if this is the case? Is there a workaround? Do you know if Campaigns can sync with custom modules and also with Lookup field in the CRM? Thank you!

• mixing different licenses

  I have a forever 5 free account. I was wondering if I could add 1 paid license and keep the other 5 free ones or do all the accounts have to be upgraded? Thanks, Sid

• Budget roll up

  If we load budget details to main expenses and would like a view of budget vs actuals based on the roll up of sub expense, does anybody know how we can get it. For e.g. our budget is loaded to main expense heads like Travel, Entertainment, etc. Travel

• is it possible to get job wise (invoice) profit?

  HI Team  Greetings i need a Help.. recently i migrated zoho books to  my clients. previously we use quickbooks . Then when ever we need we can get the reports job wise or invoice wise profit margin ( invoice-COGS-Expenses)in QB.is there anyway to get 

• Not able to see "RETAINER INVOICE" in my tab or in General Setting

  As you can see in the attached screen, i am not able to see retainer invoice option in my main/home screen or even get option to check or uncheck in general setting can anyone please help, if they have encountered such issue

• Change Background in PDF Template

  Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you

• Download email snippets

  Is there a way we can mass download agent-created email snippets?

• Zoho Desk & Tasks

  Hi, I'd like to be able to create a set of tasks each time a customer request comes in, as I understand it, currently each would need to be create manually. Project is too much of an overhead for what we want to use. Effectively in various use cases we

• CREATING A PACKAGE SHIPMENT DIRECTLY FROM INVOICE

  Hi, In zoho books i can create a package, shipment and delivery only if i am putting a sales order. If I am invoicing a customer without a sales order, then how can i track the shipment details, package and delivery details for that invoice. Please help.

• Journey : "Added to segment" trigger doesn't work automatically

  Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,

• Function #1: Convert an accepted Estimate to Sales Order automatically in Zoho Books

  As you’re aware, Zoho Books provides a default option to have the estimates automatically converted to invoices once your customer accepts them. Many of you wanted a similar option for sales orders, so here’s a workflow that converts accepted estimates

• Zoho People U.S. Compensation Setup

  We're new to Zoho and Zoho People Plus. So far, we like what we see as an HRIS system to suit our small USA-based (under 20-person) non-profit. However, we can't figure out how to configure the Compensation Service to reflect our workplace. We'd simply

• Workflow Logs

  How can I view Workflow Logs? I have setup custom criteria for custom functions and emails for task workflows Sometimes it doesn't get executed, now It's really hard for me to check where the issue occurred is it due to the criteria? My Function Logic?

• What are the consequences of renaming a picklist value?

  What are the consequences of renaming a picklist value?

• Integrating Zoho Creator with Google Drive

  I am interested in using Google Drive as a convenient repository to push files from file upload fields in my creator app. I am wondering if people have come up with best practices for this or even how viable it is. https://developers.google.com/drive/api/guides/manage-uploads#simple

• Deluge Script to Reopen Ticket if Tasks are not Completed

  I have the following script, my goal is to have it automatically reopen the ticket when the ticket is closed if there are Activities assigned to the ticket that are not "Completed". This script seems to reopen the ticket if there are any tasks at all,

• Option to Manually Add and Verify DMARC Record

  Dear Zoho Mail Team, When configuring a new domain in Zoho Mail, we currently have the option to automatically configure the MX, SPF, and DKIM records. For each of these, we can either allow Zoho to create the records or manually add them to our DNS and

• Create vendor via API

  The Zoho Books web ui has an option to add a new vendor. Though I can't find an API to create a vendor. Is there an API available for creating a new vendor? Regards, Vinod

• Can't send zip attachments

  I am no longer able to send zip attachments through SMTP. The server is responding with "5.7.1 attachment policy". I'm not sure when this stopped working, but have sent zip files in the past with no such problem and I haven't set any attachment rest

• Zoho Desk - Archiving Contacts

  Hi, We have a lot of customers in Zoho Desk with associated contacts. When a contact leaves we want to be able to still have their tickets in our history as this is important. But we don't want to have all these contacts that no longer work for the company.

• Create View to See Tickets Closed within the last 3 days

  I'm trying to create a view in Zoho Desk that shows me "recently closed ticket," which I will define as tickets closed in the last 3 days. I want this view to update so that whenever I click to view it is recalculates and shows me tickets closed within 3 days from that moment. When I try to Create a view and use the criteria of "Ticket Closed Time" I have to specify a discrete time frame (on or before a specific date). It doesn't allow me to define time/date dynamically like I can do with date fields

• 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).

• 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?

• Foreign currencies behaviour

  Ladies and Gentlemen, It's really good to hear that you are developing your product, which I like a lot, but honestly, I'm sure you have much simpler issues to deal with. Foreign currencies operations have a HUGE lack in your product. Transferring from

• Difference between the 'field_read_only' and 'read_only' fields exposed by the Fields Meta Data API.

  The API documentation describes the 'field_read_only' field to indicate that a field is read-only always, implying that no user can ever get the write access for this field. The 'read_only' field's description states that its value can change depending

• Zoho eCommerce frontend

  Questions about the Zoho eCommerce frontend 1) can different frontends (websites) be used? Zoho eCommerce is the backend with 3 or more websites. 2) how can the Zoho eCommerce frontend be customized to better fit Responsive Breackpoints? thanks best regards

• Atualização que agora me lascou!

  Bom dia a todos! Recentemente a Zoho lançou uma atualização que permite edição do Subformulário de Itens Cotados na página de detahes do orçamento. Isso está acontecendo demais minha vida pois tenho várias funções nas quais o gatilho de funcionamento

• Synchronize 2 google calendars in Zoho Mail/calendar ??

  I have 2 google accounts with calendars. Choose Zoho to integrate my info. But some developers have decided that I'm not allowed in my real life to have more than one Google calendar. So please answer yes or no'. can Zoho Calendar have 2 google calendar

• How do I stop login from requesting an OTP

  I have some users that can login without a OTP request and some not. How do we disable this. Mark

• Reporting email opens in email shots

  I checked the reports from my emial opens for the email I do every week. Until today, I had 1000+ opens in my email shot free two weeks ago and the week before. I checked today, and this is reduced to 400+. How can these reported numbers be so unreliable?

• How to open a URL for current selected record from a button in a report.

  Hi, Can you tell me how to open a pop up window for the currently selected record when pressing a button from a row in a report? I've seen very old posts but none of the solutions seem to work for me. Also how can i access details from another report

• Why am i finding it hard to just allow my widget send data that are inserted to the Report section i need Help from experts am new

  Am really finding it hard to send the data from my widget to the Report section can anyone Guide me Through?

• Urgent: Assistance Required for Domain DNS Configuration (planb-hub.com)

  Dear Zoho Support Team, I hope you are doing well. I recently purchased the domain planb-hub.com through Zoho, but I am experiencing difficulties configuring its DNS settings. When I tried accessing the DNS management panel in Zoho, I could not find the

• How to create Calendar Events using Email Alias

  I am trying to create a calendar event using alias emails i have created, but there is no way I can do that without making the alias a primary email. So everytime I need to create an event, I need to go to setting and change the alias to be primary email.

• URGENT Need to Change/Revert the Home Currency!

  Hello, My colleagues in Germany somehow changed the home currency from US$ to Euro as they were exploring the system for their potential use. Now I have over 600 potentials from the US with data in Euros. What I could find in the help files regarding

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