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• Comparing 2 forms not linked to send email

  Hi, I want to compare 2 forms not linked, but with identical customer email fields. Form 1 : CustomerForm Form 1 fields : CustEmail, PartnerEmail, Reminder (yes-no) Form 2 : CalendarForm Form 2 fields : CustEmail, DeliveryDate, DeliveryLocation The aim

• Outlook 2016 configured to Zoho

  I set up my Zoho mail in Outlook 2016. It works fine; however, Outlook often requests the Zoho Mail Password. Of course, the password is correct, but this isn't very annoying. Do you have any idea how to solve this?

• Sending email to Gmail accts - Error Code :550 - 5.7.26

  Some of my emails to gmail accounts are coming back "undelivered mail returned to sender." It doesn't happen every time and sometimes I can just re-send and it goes through. Can someone help me fix this? Thanks, Christine ERROR CODE :550 - 5.7.26 This

• Kiosk can't merge picklist or multiselect

  There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "Picklist

• Enable more than one custom domain

  Hello Zoho team, we have more than one business inside of our CRM implementation. The two businesses have different websites and represent two sides of the same industry. So they are related to each other, but have different brandings. User of one business

• MFA & MS Outlook

  I just installed the Zoho MFA app, and there's a problem. MS Outlook, on Mac, iPad, and Win10, can no longer access my email account. I can get in using a web browser, but not with Outlook. Outlook says it needs a password. I've tried my old password,

• Possible to use Client Script to colour code picklist field value?

  I have hit the limit in my current subscription plan for colour coding picklist field values and need to colour code more picklist field values. Is it possible to achieve this functionality using the Client Script in Edit Page/Create Page/Clone Page

• How can I update a field in Zoho CRM based on activity from FSM/Invoice

  We're trying to separate our clients into 3 categories based on the date they were last invoiced (not when a CRM deal has been won). I've set up a custom field called 'Last Invoice Date' in the Accounts module in CRM. I've also replicated this field in

• Increase the rows that can be exported in a formatted report

  Hi Team An idea, increase the when exporting a formatted report, 2000 rows is too little and the detailed report would not allow me to keep grouping causing extra work when we export reports. Thankyou Josh

• [Webinar] Why AI Must Stand on the Solid Foundation of Analytics & Business Intelligence

  Are you prepared for the age of AI? Organizations that have a solid foundation in analytics and business intelligence will be in a better position to harness GenAI, agentic apps, and intelligent automation. Join Doug Henschen and Mike Ni, VPs and Principal

• Building extensions #5: Creating custom connections for extensions

  In our previous post, we discussed the significance of connections, identified their types, developed a predefined connection, and demonstrated how it can be integrated with Zoho Books using an example. In this post, we'll walk through the process of

• Recurring Task Lists in Zoho Practice

  Is it possible to create a recurring tasks list in Zoho Practice? Looking to create a weekly task list with subtasks that once completed will repeat the next week and so on.

• Sync Zoho CRM LEADS to Google Contacts

  I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid

• 无法发送消息;原因:5545.1.8电子邮件传出被阻止。

  求帮助，我的邮箱无法发送邮件，请尽快修复。 我们只是用来做正常的资料寄送，如果贵公司再无理封锁我们的邮箱，我们会改用其他公司的服务。 请尽快解封，ID: 815556404

• Import records with multiple attachments to Zoho Recruit

  Hello, I want to import a CSV file with over 5000 records with some of them containing 6-10 attachments to the candidates module in my Zoho Recruit. Is there a way to make this import using the "Import from Spreadsheet" option in the candidates module?

• Zoho Notebook API

  Hi there, I was wondering if you guys are planning to create an API service for this product? Currently, I have developed a custom program based on Evernote's API that allows me to automate my notes. The program completely changes the way notes are taken and makes anyone more productive, combining notes, logging, reminders, tasks and time management. I would love to deploy it on the Zoho Notebook API. In fact, I think this would be the perfect product for Zoho to package and offer as a service/product.

• APAC ZUG Workplace Meet-up 2025—Time to Register!

  Dear Zoho Workplace Community, We’re thrilled to announce that the Zoho User Group (ZUG) Workplace Meet-up 2025 is heading to the APAC region! This year, we’re bringing the conversation closer to you—across multiple cities in Asia-Pacific—to connect,

• Can you import projects into Zoho Projects yet?

  I see some very old posts asking about importing project records into Zoho Projects. But I can't find anything up to date about the topic. Has this functionality been added? Importing tasks is helpful. But we do have a project where importing projects

• I have trouble with Add mobile phone.

  When I sign up for an account and add a mobile phone. It's always alerting "This mobile number has been marked spam. Please contact support." But I sure my phone is the first time register in here. This is my phone number "+84*****58". Hope to hear a

• Customize Colors used on graphs and charts according to users desire.

  It would be great if we could customize the graph's colors as we see fit. I hate that yellow is always the default color!

• Unlock Profile Permission to unlock locked records or increase editable fields above 15 maximum

  Hi Team Suggestion: I notice a lock permission in profiles but I can't see the option for an unlock record permission. Use Case: Record Locking Configuration is on for all users, we want a specified profile only to be able to unlock a locked record if

• Publish exact date of posts

  Hello Zoho Community members, I am new to the forums & I noticed that I cannot get the exact date of posts, replies or a topic starting. What I see is "7 months" ago. or even worse "3 years ago" I have a suggestion to post exact date so that we can back

• Zoho Sales IQ Lead Scoring

  The lead score of a visitor is not getting updated in real time, and it only gets updated once the user has left. I have a chatbot trigger based on the threshold lead score, and that does not pop up as the lead score is not updated.

• Multilingual Ratings - Happiness Ratings in Your Customer's Language

  Hello everyone, We’re excited to introduce Multilingual Support for Customer Happiness Ratings! Collecting accurate customer feedback is crucial for improving service quality, but language barriers can lead to misunderstandings, lower response rates,

• Introducing the Zoho Survey add-on for Zoho Show

  Data helps make presentations more convincing, but adding it isn’t always simple. It usually comes from multiple sources like spreadsheets, analytics tools, and more, making it tedious and resulting in human errors.At Zoho Show, we’re always looking for

• Email signature duplicate

  Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the

• tracking of call attempts in leads modul for multiple steps

  Hello, I have another question about "best practice" with blueprint. I assume this will be with the use of the Deals module. But I don't want that. So it's about the “second best practice” :) I would like to map our lead processing and onboarding process

• Email Credibility Dashboard: Track your account's email sending practices

  Greetings Customers, We are rolling out an Email Credibility dashboard to help CRM administrators monitor the email sending practices of their organisation, and to help them implement domain authentication and email sending measures. Administrators can

• Zoho CRM Calendar View

  Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose

• What is minimal OAuth scope to know user's ZUID and ZOID?

  Hi! I need to link Zoho's user's account and organization with user and organization in my App. I know scope "aaaserver.profile.READ" shows ZUID at "/oauth/user/info" endpoint. And "openid" scope shows string 123.456 in "sub" key of "identy_token" JWT

• Collapsible Sections & Section Navigation Needed

  The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

• Item/service subtotal

  Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature

• Tip of the Week #51 - Reorder rules for better functioning!

  In your shared inbox, when you have multiple rules set up, they are executed based on their priority order. The first rule in the list will be applied first, followed by the subsequent rules. So, the order matters! If a rule earlier in the list changes

• Can't Update Tickets via Enhanced Import

  I am trying to update one Single Line field for 200 tickets using the beta Enhanced Import feature but it keeps skipping all of them. The ticket ID is mapped to "Ticket External Id." What am I doing wrong?

• Zoho CRM very slow today (04/08/2025)

  Dear Help Team, our Zoho CRM runs extremely slow today. Can you please look into this. It is close to be unusable and we really need it to run. Thank you in advance! Sören

• REPORTE DE INVENTARIO CON DIFERENCIAS FISICAS Y CONTABLES

  Hola! Tengo duda de porque el reporte de existencias de inventario me arroja diferencia entre las cantidades contables y físicas, visualizando el reporte las diferencias las arroja en el modo de seguimiento de existencias "ENVIOS & RECEPCIONES" y no en

• Deleting images

  If I delete images from my library and other users will these unlink or affect the loading on existing campaigns that have already been sent?

• Changing agents RolePermissionType from custom to LightAgent throught the API

  Hi, I have a lot of agents that have a custom roles and I need to change them to a Light Agent using the API Payload I'm using is: { "roleId": "16281000000016005", "rolePermissionType": "Light", "profileId": "16281000000016003" } I got the roleID and

• Trying to Add Tasks to Other Users Is Utterly Baffling

  As the title says, the process of trying to create a task for someone in my team is so unintuitive and illogical that I have given up trying to do it. This is a feature that I pay for but it is so poorly devised and implemented that my team has given

• Is it possible to set up draft content in Blueprint comment?

  In a Blueprint, during a Transition, we can make a Comment mandatory. Can we set the default value for the comment that will act as a draft/template for that comment? During some transitions, we need to leave a very specific comment, but want to offer

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