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• Recent Topics

• View of all Leads (+converted)

  Hi, Is there a View of all Leads this month includung converted? If not how can I create one? Thanks

• Zoho Projects is down

  Is anyone else having problems getting to Zoho Projects?   We are getting a Zoho server error, impacting our business.... I thought Zoho had HA for their Applications!?

• Facilitate business processes by mandating Kiosks in your Blueprint's transition settings

  Hello everyone, We've made a few enhancements to Kiosk Studio. Blueprints provide a structured and systematic approach to executing business processes, and you can use Kiosks to build custom capabilities to retrieve, collect, and execute actions on CRM

• Develop and publish a Zoho Recruit extension on the marketplace

  Hi, I'd like to develop a new extension for Zoho Recruit. I've started to use Zoho Developers creating a Zoho CRM extension. But when I try to create a new extension here https://sigma.zoho.com/workspace/testtesttestest/apps/new I d'ont see the option of Zoho Recruit (only CRM, Desk, Projects...). I do see extensions for Zoho Recruit in the marketplace. How would I go about to create one if the option is not available in sigma ? Cheers, Rémi.

• Zoho Payroll [India Edition] - ICICI Bank Integration

  It seems that ICICI integration with Payroll (and other Zoho apps) has become progressively more difficult this year. It was great until last year but then some apps started requiring a token generated on ICICI website. The whole point of Direct Deposit

• Servidores caidos?

  Buenas, Hoy 30/12/2024, mi empresa esta sufriendo bastante problemas para acceder a las aplicaciones de Zoho. No sabemos si es solo nuestra compañia o esta afectado a todos. Cuando intentamos acceder a las aplicaciones nos salta el siguiente error: A

• Add an action to set agent as a member of a team in zoho desk

  Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram

• Cant add owner to field update in workflow

  Hi there, Currently when i tried to add owner of the record of the module to the field update, i am unable to. Is there a way to do so?

• Zoho Books API Limit Is RIDICULOUS!!!!!!!!!!!!!

  The 2,500 API call limit in Zoho Books is about as useful as AOL dialup.  Seriously Zoho, not only can I use up 2,500 API calls in no time with my own app but YOUR OWN STUPID IPAD APP blows through them super fast too, so if any one of my clients wants

• CRM portal users can now log in using their mobile phone numbers

  Hello everyone! You can now invite portal users using their mobile phone numbers. These portal users will be able to log in using their mobile number and OTP. Templates for these portal-related SMS can be customized as per your needs. This enhancement

• Zoho CRM: Las últimas novedades de 2024. ¡No te las pierdas!

  ¡Hola, Español Zoho Community! Aunque sabemos que en estas fechas muchos de vosotros estáis ya disfrutando de un merecidísimo descanso, no queríamos acabar el año sin haceros un resumen de las actualizaciones más interesantes de los últimos tres meses,

• Assistance Required: Custom Model Record Not Visible in Zoho CRM Sandbox

  Dear Team, I hope this message finds you well. I have created a custom model in the Zoho CRM Sandbox account and am currently adding records to it using Python. While I am able to fetch the module data programmatically through Python, I am unable to see

• Automatic Updates for Zoho Desk Extensions

  Dear Zoho Desk Team, I hope you're doing well. We would like to request the addition of an automatic update feature for Zoho Desk extensions. Currently, updating extensions requires manually searching for updates and clicking the update button. This process

• Dialing Microsoft Teams Phone Service via Zoho CRM

  I am using the VOIP option in Microsoft teams for my office phone system. I was hoping to have a way to dial numbers directly from Zoho CRM, but don't see anything in the Teams Integration or in the Telephony integration that will enable this. Does anyone

• Issue with skip_workflow Not Preventing Edit Workflow Trigger

  Hi Team, I am trying to upload a file to a form in Zoho Creator. However, during the upload, an edit workflow is being triggered. I want to prevent this workflow from running, so I have used the skip_workflow parameter as mentioned in the API documentation:

• Unable to unlink a Bigin account from Zoho Campaign

  I have an old Bigin account that not longer exists but somehow it's still linked by my Zoho campaigns. I am trying to unlink the old Bigin account so I can add my new Bigin account, but when I deny access to the old one, nothing happens (it won't unlink

• Zoho Upgrade Failure Multiple TImes

  I want to add users to my Zoho CRM. I have carried out the process up to OTP verification, but then it always fails at the confirmation stage. This failure has occurred repeatedly even though the OTP has been successful. Is there a solution to this

• Import from GoHighLevel to Zoho CRM

  Has anyone been successful with this? I don't want to integrate with GoHighLevel just import/migrate everything over to Zoho

• Introducing 'Queries' In Zoho CRM

  Hello everyone! We are here with an exciting feature - Queries in Zoho CRM! A little context before we dive right into the feature specifics :) In today’s fast-paced business environment, immediate access to relevant data is essential for informed decision-making.

• No data/body passed to REST server for DELETE by InvokeURL

  Hello Zoho, It seems no data or body of HTTP request is passed to REST server when request type DELETE is used for InvokeURL function. I tried to send DELETE using cURL command and from Python, it worked without problem. The problem occurs only with Deluge's

• Recurring Bookings

  Will Zoho Bookings ever offer an option to the customer to schedule recurring meetings (unlimited) for the same days/times? Making a client schedule the same days/times for an entire month is a tedious process. I'd like to offer the option upfront to

• iCloud integration

  I noticed from reading other threads that native integrations with Google Meet and Microsoft Teams are right around the corner. Are there other integrations and fixes to existing integrations coming? There are 2 things keeping me from using Zoho Bookings:

• How do I associate pricebooks to a customer?

  I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

• Introducing Dark Mode / Light Mode : A New Look For Your CRM

  Hello Users, We are excited to announce a highly anticipated feature - the launch of Day, Night and Auto Mode implementation in Zoho CRM's NextGen user interface! This feature is designed to provide a visually appealing and comfortable experience for

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Subforms and automation

  If a user updates a field how do we create an automation etc. We have a field for returned parts and i want to get an email when that field is ticked. How please as Zoho tells me no automation on subforms. The Reason- Why having waited for ever for FSM

• Pulling Specific Products from Sales Orders in Books to a CRM Record

  We currently process orders directly through our website (woocommerce) as well as through manual sales orders in zoho books. When an order comes through the website, all of the individual products from that order show up in the CRM record of that customer.

• Functions - How to pass Dynamic Parameters / Arguments?

  I am trying to create a generic function that I can use to update a given field with the name of the user and a given field with a datetime. The purpose of this is to have a history of major actions within the CRM record itself so it is easier to query

• Locking Certain Feilds

  Hello! I was wondering if there was a way to lock certain fields from being changed until another field had been filled in. For example, my origination has a chain of blueprints that have to be filled in for someone to properly convert from the "Leads"

• How to void partially paid bill?

  Hello. I have following problem and can't figure out how to solve it. I created a bill from vendor for 180gbp for purchase of some items. It was partially paid (60gbp) and so far so good - 120gbp overdue and items were successfully added to inventory

• Email Notification to WordPress Blog Subscribers

  You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated

• How to upload a file to form file upload field from deluge script.

  Hi guys, I need to store API response into Form File upload field . I'm not getting any errors but PDF file is not assigned to file upload field. You can check possibilities using below details: Method: POST URL: https://v2.convertapi.com/convert/web/to/pdf?Secret=<<SecretKey>>&Token=<<APIKey>>&Url=https://www.google.com You need to generate secretKey and APIKey by Login to https://www.convertapi.com/a/su Response: { "ConversionCost": 4, "Files": { "FileName": "www_google_com.pdf", "FileSize": 68342,

• 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.

• Lookup field - Can I avoid using advanced search?

  I have a lookup field in my app that has surpassed 500,000 records, now basic search is disabled and I'm forced to use advanced search. That adds multiple steps to what used to be very simple. Before: Select field > Type last digits of product code and

• How Can I Easily Access and Manage My GEPCO Online Bill Using Zoho Sheets?

  Hello everyone, I'm looking for an efficient way to access and manage my GEPCO online bills. I've heard that Zoho Sheets can be a powerful tool for organizing and tracking bills, but I'm not sure how to set it up for this specific purpose. Does anyone

• Zoho Book - Banking Module - Cash Credit account

  I have a CC account with a bank. I initially added the account as a 'Bank Account' under the banking module in Zoho Books. However, this CC Bank Account is showing as an asset instead of a liability. I have added the account as a credit card account but

• Zoho Sign Custom Domain

  Any plans for Custom Domain?

• Multiple date selection

  Hello, we want create app for our company. We need create tasks for our employers. For example - 1 employer have task every Friday the whole year. Second have task every Monday for 6 months. For simple way create Multiple date selection in date form

• i couldn't recall message as one of the receptionists didn't received the message and i want to recall it urgent

  i couldn't recall message as one of the receptionists didn't received the message and i want to recall it urgent as recall button doesn't appear

• Book project costs to tasks

  Hi all, New to zoho but far from new to this sort of platform. I've been scouring the web for a suitable platform for my growing business. I'm currently using Xero and WorkFlow Max but it lacks a key need. I signed up to zoho projects and books to test

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