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• cant receive emails

  I have checked the Dns and everything seems to be fine pls check the print screens attached below help me cause i need to solve this fast

• IP Addresses for Whitelist

  Hi,  Where can I get a list of the IP addresses I need to whitelist for accessing Zoho Desk? TIA

• Zoho Books API down

  We've been using the zoho books api for the last few weeks to pull open invoices, and the code has stopped working suddenly. When making the same API call as always, we're getting a 400 error.

• Loop in Blueprint but it works. Why? How should this be set?

  see picture

• Work Drive Tray Icon Missing

  How can I get the tray icon back? The app froze, had to restart PC and then it's been gone since...  I've re-installed the windows program and restarted my machine twice now.

• Using Agent Email Address as From Address

  Currently, while replying to a ticket, it is possible for agents to choose their own email addresses as 'from' addresses. Although we built this just for that little extra flexibility, in hindsight, it hasn't figured much in conventional usage.  Almost all businesses prefer that responses to their customers' tickets be sent from the common support/service email address and NOT from those of individual agents. During personal interactions at events, some of you have even made passing mentions about

• Unable to update desciprtion field

  Hi Team, perviously, we had hidden the description field on our Help Center as we used a diffirrent field to name our ticket description. Now, the description field suddenly became available on our help center and there are no option to disable it to

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• How to integrate Zoho sign with Zoho CRM

  Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

• Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel

  Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel Hola necesito hacer importacion de datos desde un sistema propio. Quiero exportar datos como nombre de Cliente, empresa, venta, importe, fecha.

• Cadence reports as front-end reports

  Hello everyone, We have built a cadence which is connected to the Leads module. There are 11 steps in total, 7 are automatic emails and 4 are tasks for the Lead owners. As admins, we have access to this (very nicely made) 'View Reports' tab where we can

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Formula field - anyway to round up/down to nearest integer?

  Hi all I'm sure I'm missing something, but how can I return the nearest integer i.e. 5.2 = 5, 5.7 = 6? Ceil and Floor round up or down... not to the nearest. Thanks BUMP Any ideas on this? This cannot be too difficult surely? Just to clarify, this is what I need to do: http://en.wikipedia.org/wiki/Nearest_integer_function BUMP!! If this isn't possible - please let me know?

• want to create labels in radio button below the radio circle

  matrix question....labeling the radio button

• Zoho Campaigns - Footer mis-aligned

  Hello, I'm experiencing an issue with the footer alignment in my Zoho Campaigns emails. When I create an email, the footer appears correctly at the bottom in the editor. However, after sending a test or live email, the footer shifts to the middle of the

• Syncing contacts on Android

  I'm using the Zoho mail app on Android and although I can see my contacts from within the app, they're not synced to my native contact list and so I can't access them from within the native dialer. Is there any way that I can sync my contacts into my native address book? Regards, Martin

• Tasks not added to the timeline

  Hi, It would be nice if tasks and completed tasks were added to the timeline. Especially since there's no easy way to see if there are completed tasks without changing the default open tasks to completed tasks. Also the quick view doesn't display task

• Retainer invoice in Zoho Finance modlue

  Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.

• Contacts, Leads, Prospects, Opportunities, Deals, Oh my!

  I've implemented three CRM's in previous companies, and led the effort for two of those. I'm pretty familiar with sales pipeline management. For my current company, I chose Zoho One because of the broad range it includes for other business processes,

• Ask Zia to update a number

  Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advance

• Phonebridge is not visible for one user

  Hello Community, i setup phonebridge. It is working for all users in the organisation. Except for one. I uninstalled phonebridge for the user and reinstalled. But the Call button is not appearing in CRM. What could I am missing. ? Many thanks and best

• Sorting in scorecards

  Hi Can I request the addition of a Sorting feature in the Scorecard widget? We use this to show account manager performance by quarter, or year, or whatever. It's good for side-by-side comparisons. However, it would be more useful if we could choose to

• Implementing component filters and restoring deleted items in Zoho CRM analytics

  Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements

• WORK DRIVE CUSTOMIZATION

  WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)

• Integration with Zoho CRM?

  Will it be possible to integrate WorkDrive with CRM similar do Zoho Docs?

• Leads, Prospects, Contacts, Clients and Me

  I'm trying to adapt my process to Zoho and am getting confused. Here's how I did it before. Maybe it's just terminology...? Leads - anyone from any source that I might want as a client. Leads include people that I am sending emails or tapping in social

• CRM Portal Help

  Hello, I am trying to set up a portal to connect with our referring doctors to keep patient cases organized. I set up the accounts module as office, the contacts as doctors, the leads as patients, and the deals as treatments. Everything seems to work

• Make function for repeating code

  Hi, It's me again with my questions... 😅 In my Creator app, there's code that repeats itself in several places. And repeating code necessarily means optimization. So I'm trying to create a custom function to centralize my code in a single place and call

• Issue with syncing zoho campaigns with zoho crm

  Hi there, I want to sync both zoho campaigns with zoho crm however i have encountered some issues with this. when clicking manage in zoho i receive this message even though im using the same account and its an admin account. however when i go to zoho

• Filter Statuses by Project in Jira "Issue Status Updated" Trigger

  Hi Zoho Flow Team, Hope you're doing well. When using the Jira "Issue Status Updated" trigger in Zoho Flow, after selecting a project from the "Project" dropdown, we need to choose the "Status Changed To" parameter from a dropdown list. However, this

• Does funnel chart in Zoho Analytics have an option of deciding the order of the stages of funnel in custom manner?

  I want to build a funnel chart for my recruitment process. I have data from Zoho Recruit synced with Analytics. Upon creating the funnel chart with 'Stage' in X-axis and 'distinct count of candidate ID' in Y-axis, I can create a funnel chart. However,

• how to add time to date on a highly customized quote - where to find the customized quote

  Our highly customized quote generates on the quote the date, we want to add the time it was generated. We do not know where to find the customized quote in the CRM to do this.

• unblock account email

  Could you please enable jperez@asociacionpataz.org.pe. Thanks for your support

• Zoho email address not found.

  HI Zoho Team, I have created a zoho account, verifyied domail and Confihure MX record also, all are done.I have also created three email address  but now i am facing a problem that - i am able to send messages using my zoho email ids but if any person trying to reply on that mail then it gives a mail which says-"Address not found.Your message wasn't delivered to "email@domain .com" because the address couldn't be found, or is unable to receive mail."

• Integrating Zoho Creator's Calendar Report with Zoho Calendar as App Calendar

  Hi, it would be helpful if Zoho Creator's Calendar report is integrated into Zoho Calendar as an app calendar.

• Bigin-Zoho Projects Integration

  We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho Projects

• Challange in Zoho Books Integration Task - Create Record

  I am creating Customer record in Zoho books, through Workflow\Custom Functions in Zoho book. The input values are picked from custom module "cm_student_id" during edit and save events. The Customer record is getting successfully created, however only

• Competitors When Deal Lost

  I would like to add a lookup field to deals that is only visible and only required when the deal is closed and the reason is marked as "Lost to Competitor" This lookup field would use the competitors module to allow the salesperson to link the deal to

• User filter in Analytics Report

  We have connected Projects to Analytics so we can generate have a dashboard on task progress and completion. I've added a "User Name" user filter, with the intention that we will be able to quickly see tasks per task owner and what the statuses of those

• Managing independent contractors

  We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etc

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