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• Recent Topics

• Cross-department Parent-Child ticketing for faster and efficient ticket resolution

  Hello everyone, Organizations frequently need to have multiple departments set up in their customer service ticketing system. However, when a customer raises an issue or an internal process that requires agents to collaborate with their peers, a lack

• Can't setup email on outlook (Android Phone)

  Dear All Support, I have tried many time to setup this zoho mail over the android phone (outlook app) . But it's always show me to check username/password of my email . But i can login from the webmail , that's why i confuse , How can i able to access

• Having problem with MX records and SPF

  Hi there, I have been facing a problem that my zoho mail doesn't receive mail. See Error in below The MX Records of your domain(s) mydomain.com are not pointed to Zoho and you may not receive emails in Zoho SPF entries in your domains DNS are not configured

• ZOHO Mail App Not working

  There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?

• Account with own domain, IMAP vs IMAPPRO

  Hi, I have email account with my own domain. I use Em Client email plan and when I use IMAPPRO incoming host, email comes in Em Client only when I restart program. If I use IMAP incoming host everything is ok. Port is 993 both option. Why so? What´s different

• Automatic Display the Price from CPQ

  Is it possible to display the discounted price from CPQ that I created for my customer? For example, when the customer selects Product A, instead of showing the default price, it should display the discounted CPQ price.

• Enhancement - Financial Reports

  Hello Everyone, As part of enhancing reports in Zoho Books, we have added an option`Compare With` in Financial reports. Using this, you can compare the current period with Previous Year(s)/Previous Period(s) (Maximum 3 periods). This option is available in the following Financial Reports: * Profit and Loss * Cash Flow Statement * Balance Sheet Please feel free to share your feedback.  We are glad to hear from you. Regards, Nithya - Zoho Books Team.

• Sent emails not going and showing "Processing"

  Hello Team, Could you please assist with sent emails showing "processing" and not actually going through? Many thanks and regards, Cycology

• Free Plan mail accounts details

  In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.com

• Spf cannot verify

  Hello, Thank you for your service. I am not able to configure my SPF. I have follow several times your instructions but it does not work. I cannot verify. My domain is ptjpt.co.id Please help me

• Introducing Global Sets for easy management of similar picklists in CRM

  [Update | Sep 2024] We've increased the maximum count limit for global sets. These new limits are now live for AU and JP data centers and will be gradually opened to all. Please check this link for the updated limits. Hello folks, As administrators who

• Unable to send message:mail rate exceeded limit

  Hi Admin I just got an email that outgoing has been blocked, I know why is the reason said " Mail rate exceeded limit", but I don't know the rule of Mail rate , so please tell me how to avoid the situation and fix this issue , my email id is morgan@homemesh.com.tw.

• Error when using fetchById in Client Script

  When using client script when creating page (onLoad), I suddenly getting error "Cannot read properties of undefined (reading 'Accounts')" when using: var account_details = ZDK.Apps.CRM.Accounts.fetchById(account_id); I'm getting this error whenever trying

• Los correos que envio, llegan como spam (Bandeja de correos no deseados)

  Estimados, Buenas tardes, necesito su soporte, los correos que envío desde mi cuenta llegan como spam. (no deseados). ya sea hacia cuentas de hotmail, gmail... etc.. El dominio lo tengo alojado en nic.ar (argentina). Por favor, necesito resolver esto

• Zoho Mail Not Receiving or Sending Email

  My zoho mail is not sending or receiving mail. What's the fix for this?

• Cannot add new mail client

  Hi Guys, I've just got a new laptop and am trying to set up Outlook to connect to my Zoho account. No matter what I do, I cannot connect I'm using IMAP for incoming mail, it's enabled in my account settings, and I'm using the setting shown on the account

• Zoho CRM to Zoho Projects Workflow {"error":{"code":6831,"message":"Input Parameter Missing"}} connecting

  void automation.Untitled_Function(String ProjName) { resp = invokeurl [ url :"https://projectsapi.zoho.com/restapi/portals/" type :GET connection:"zohoprojects" ]; info "Portal API Response: " + resp; portalId = null; if(resp != null) { if (resp.containsKey("portals"))

• Zoho mail Virus Scan Virus Detected (but I checked it with VirusTotal)

  Dear all, since this morning we can;t send any attachments out. Zoho says there is a virus in it, but clearly there is not when I checked the file on VirusTotal.com. Please help us out!

• Cant receive emails

  Hi, I just created an account and went through all steps. Everything has been set up from my end, but Ive sent a test mail to the newly created email address, but it never arrived. Can somebody please help me? Thanks!

• Multi-column sorting

  Is multi-column sorting a planned feature for CRM? We are needing to sort by one column and then subsort by another column. I am just wondering if there is a planned feature that will allow this?

• 　【Zoho CRM】サブフォーム内にあとから追加した数式項目を一括して計算させる方法

  皆様のお知恵を拝借いたしたくご相談させてください。 【状況】 任意のタブにすでにサブフォームが設定されており、そのサブフォームを含め、既に数千件のデータが存在している。 【実施したいこと】 新たに数式項目をそのサブフォームに追加して、入力済データのレコードも含めて、その数式項目の計算結果を反映させたい。項目の更新で数式項目をサブフォームに追加しただけでは計算されません。 【わかっていること】 任意のタブのサブフォーム外にあとから数式項目を追加した場合、数式項目を追加しただけでは当然数式項目の計算結果は反映されませんが、以下の方法を実施すると数式項目が計算されます。

• My Zoho Mail Account Has Been Blocked for Sending Email - Block Type: Mail Outgoing blocked

  Hi everyone... My Zoho Mail account has been blocked for long time... Until now, I cannot sending outgoing email. I was already try to contact Zoho customer support, but there is no reply from them. This is notification which appear on my zoho mail account...

• Task reminder with custom function

  Hello! I am trying to create a custom function to add a task. With you guys helping, I could create a function but I could not set the reminder. Anyone knows how to add a reminder?  Thank you for your tips!

• Zoho Books GST enabling issue.

  Without knowing I have created a Branch in Zoho Books, Now I am trying to enable GST option but is disable? Is there anyway to enable the GST Button?

• Add a Calender view in Zoho CRM

  I would like to ask if it's possible to add a calendar view to a custom module in Zoho CRM. Is this feature planned for future development? It would be extremely helpful for us. I’d like to allow my users to view the data visually in a calendar layout,

• Make the edit fields hover in Canvas View look the same as the Detail Page

  The edit field UI in the Canvas View is not consistent with the standard detail page UI. For some modules we have Canvas views, for some we don't. We don't want it to look differently. We want it to look like one system.

• Can't Find or Use Saved Replies in Inbox Module

  I'm an Admin user on Zoho Social, and I've created a few saved replies under Inbox Preferences > Saved Replies. However, when I go to the Inbox module to respond to a message, I don't see any option to insert or use saved replies. I've checked that: I'm

• Episode II: Begin Your Automation Journey in Zoho Desk with Deluge

  To travel to another country, you need a passport. But that's not enough, you also need a visa, flight tickets, and, most importantly, a mode of transportation. Without these, your journey cannot begin. Similarly, custom functions in Zoho Desk are essential

• How can I capture the Cliq channel name from Deluge Script?

  I am working on a chat automation with a third party tool called Make.com. Using a webhook I am relaying information from the Bot I have created in Zoho Cliq to Make.com Webhook. I am using the Mention Handler of the bot in Cliq to relay information like

• Backstage Roadmap to Most Requested Features

  Please provide insight as to ETA for the following: 1. Backstage integration with Zoho Showtime, seems like a no-brainer.       1.a. Why does OnAir look eerily like Showtime integration we must 'pay extra for'? 2. Backstage Integration with Zoho Subscriptions

• How to know number of days between Deal Stages?

  Hi Team - how do I know the number of days between Deal Stages? I have a Deal blueprint and I want to know the number of days it takes the Deal to be on Stage 3 to Stage 8? I can't seem to create a report for that. Our Deals have 11 Stages and our Purchasing department is in charge of Stage 3 to Stage 8 and I want to know the number of days it takes for them to complete their stages?

• How To Change Open Activities View in Canvas?

  Hi all, I want to have my open activities have this view, but I cannot see how to make it look this way in Canvas. Not only that, but there isn't a way to rearrange the Standard view in Canvas, either. What I want (this is in the Standard layout): What

• Queries in Custom Related Lists

  Hello everyone, We hope you’re having a great day! A while ago, we introduced Queries in Zoho CRM to help you dynamically fetch data from CRM modules or even external sources—right within your CRM interface. Many of you have already used Queries with

• Mass emails - Allow preview of which emails will receive the email based on the criteria

  Feature request. Please allow us to view and confirm the exact recipients of the mass emails based on the criteria we've chosen before sending. It can be quite sensitive if you send the mass email to some wrong accounts accidently, so it would be great

• Customers not receiving emails

  So, a little backstory, we have been using Zoho Forms for the past eight years. And when we initially started, we would have email notifications be sent from inside Zoho Forms after a submission. We recently started using Zoho CRM as we wanted a better

• Sum Total of various fields in child module and add value to parent module field

  Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

• Automate your status with Cliq Schedulers

  Imagine enjoying your favorite homemade meal during a peaceful lunch break, when suddenly there's a PING! A notification pops up and ruins your moment of zen. Even worse, you might be in a vital product development sprint, only to be derailed by a "quick

• Mails to Deals

  Hi everybody. We are using ZOHO CRM connected to ZOHO Mail and we have a big trouble, which our ZOHO partner is not able to solve. Zoho CRM automatically connects received emails to last edited live Deal of the same Contact. For us this logic is very

• ICICI Bank integration

  Why the ICICI bank integration has been disabled? We opened the ICICI bank account only for integraton with Zoho. It is taking lot of time to do manual payments using file upload method. When will be the new ICICI bank integration enabled in India?

• Google Drive

  How to add more modules in google drive as I don't want Zoho space? TIA

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