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• Fetch extra products data from invoice in one query with invoice record

  Hello, community Is it possible to fetch extra products data from invoice in one query with invoice record? With /crm/v6/Invoices/{some_invoice_id} we could get Invoiced_Items with some products data in Invoiced_Items field If we need extra data we should

• how to import products and unable to change home currencies

  i am unable to upload products, i want to change home currencies from usd to inr,

• Chromebook Filemanager integration with Zoho

  I would like to be able to see documents stored in Zoho Docs through the native File manager on my Chromebook. I found an article from Zoho at https://www.zoho.com/news/zoho-extends-zoho-docs-to-googlechromebooks.html which hints at it but the extension isn't available in the Chrome Store. In the Chrome OS beta channel there is now the option to add new services such as Dropbox and OneDrive and WebDav based services but Zoho isn't one of them. Can you tell me if this is currently possible or if /

• Please create a "TAG" custom field type

  We need a "Tag" field type for multiple value situations that are large and grow or vary more than a select list can handle, but more restrictive than a textbox with values separated by commas so that users must use predefined/pre-used and formatted values . This would be for fields like: Vocation - Attorney - Estate/Trusts, Attorney - Personal Injury, MD - Osteopath, MD - Pediatrician, MD - Oncologist Interests - Skiing, Swimming, Equestrian, Golf, Sailing, Fencing, Baseball, Crickett Groups - Veteran,

• ID caller with iOs App / Please your reviews

  Hello,  I would like to understand a bit better the ID Caller function for people who have the Zoho Recruit app on their phone. I understood that this feature is only available on iOs. I am an Android user and this feature could definitely make me become an Apple user. However, before spending hundreds of euros in a new phone, could you give me  some details about out it works. I am also interesting in Zoho Recruit users' opinion who have an iPhone. Do the phone number in Zoho Recruit has to be under

• Zoho marketing hub integration with WordPress WooCommerce

  Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

• What is deploy conflict: module field(s) is more than the length of the mapped fields in the production account.

  Hello I am trying to deploy changes to our Quotes module from a Sandbox to Production and my subform is erroring with "module field(s) is more than the length of the mapped fields in the production account" We can't figure out what is causing this error.

• New User Invite Changes Email Address

  Hello, When inviting a new user, I noticed that after I keyed in the email address and sent the invite, that the invite had changed the email address. Is this because the address may have been an alias? This was a gmail based account with a company domain.

• Is there API Doc for Zoho Survey?

  Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

• Mail app on iOS and push notifications

  Hi, I just upgraded from a free account to a paid 10gb account so that I could integrate my email into the Apple Mail app, and the IMAP configuration worked and my emails were loaded into the Mail app. However I have discovered that there is no "Push"

• Zoho Desk Time Entry Created Trigger

  I have a flow that has been working for months but now the Time Entry Created Trigger from Zoho Desk is no longer working. Can some one please help?

• Two footers in dialogue module

  This makes the design look messy. We just want one. We would also like to customize the things that we want there.

• Canadian Data Center

  Hi I am wondering if Zoho has a Canadian Data Center? if so, where? And how would I go about getting our information transferred there Thank You -------------------------------------------Moderated on 3rd Nov'23--------------------------------------------------------

• Introducing the locking option for CRM records

  Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest

• Zoho Learn - URL Parameters for Externally Shared Articles?

  Hey Folks, Are there any parameters one can append to URLs for externally-shared articles? Specifically, can I add a parameter that hides the Manual name (use case being I want to embed the article in another webpage)? Also, can one password-protect an

• Issue with Job ID Display in Quick View (Card View)

  Dear Zoho Support Team, We are experiencing an issue where the Job ID field(field type is Number) value is not displaying in the card view of our Quick View setup. Although the Job ID has a value and is correctly displayed in the detailed view, it does

• detect incoming calls right, correct allocation of incoming calls for workflow rules (calls -> leads)

  hello, i have a question about processing incoming calls. I use placetel with phonemondo. However, my workflow does not work. Module: leads This rule will be executed when an incoming call is logged or modified. This rule will be applied to incoming calls

• Zoho Writer and Workdrive

  I am finally making the last major step into the Zoho One realm (been for 5 years) by migrating from Google Drive/Docs/Sheets. I'm fairly happy with the other apps, but Writer got me concerned in the first few days of using it. I installed the Writer

• [Webinar] Streamline your document review process with Zoho Writer's workflows

  Hi, We're excited to announce Zoho Writer's upcoming webinar: Streamline your document review process with workflows. Learn how workflows can help improve and expedite your document review and approval processes. This webinar will take place on May 11,

• 1st Initial in Name Fields should automatically be capitalized

  Need to have the 1st initial in the First Name and the 1st initial in Last Name fields to always or automatically be upper case when entering data from the web or the system, but especially the web. It provides clean data, if we are capturing names of

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• Introducing Functions IDE in Zoho CRM

  Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the

• People 5.0 widget and API questions

  While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",

• Template Linkage invalid

  I am trying to add a website linkage in our Inventory Template. When I click preview template, linkage is clickable, while I try to export , the linkage is being invalid... Is this a bug in PDF exportation?

• Invalid OAuth Token

  Hi, I'm currently attempting to retrieve Contacts field metadata for testing as documented here: https://www.zoho.com/crm/developer/docs/api/v7/field-meta.html At https://api-console.zoho.com/, I have created a Self Client application, and generated a

• Enabling Call as an Activity type

  Hi all We've seen this video on using Calls to log, well, calls to clients. However we don't have the Calls activity type showing under the + next to Activities. I can't see any mention in the settings either. https://youtu.be/pyK1kNUcBjY Does anyone

• How do I delete my website?

  My website on Sites is no longer valid. How do I take down my website?

• WhatsApp and Zoho Creator Integration

  #Tips of the Day ======================================================================================== How to Connect WhatsApp With Zoho Creator. -> Create an account on WATI API EndPoint https://app-server.wati.io/api/v1/sendTemplateMessages Pass

• Enhanced duplicate check for Leads in CRM

  Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

• Adda signature in a quote

  Hi there, how can one place a signature in a quote?.. thanks!.. Alex.

• Zip Code or Post code assignment in Territory manager to distribute leads

  Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign

• Can I export to PDF in Zoho Learn

  I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

• Beginner - How to Preserve Opt Out Status When Importing Contacts?

  Greetings. Please forgive the elementary question. We’re struggling to get started in Campaigns. We have 2,500 customers in Lightspeed Retail POS. In the Lightspeed interface, some are marked as opting in to email marketing and some as opting out. Our

• Issue Uploading Attachment with Zoho Mail360 API using Deluge

  Hi everyone, I'm trying to upload an attachment using the Zoho Mail360 API in a Deluge function, but I'm running into issues. Here is the documentation I’m referring to: 🔗 Upload Attachment - Mail360 API According to the docs, the upload is done with

• Creating automation workflow to send a Zoho Forms

  Hi, Is it possible to create a workflow (automation) which sends a Zoho Forms when someone is adding to a specific segment?

• Meta and Facebook data report discrepancy

  I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

• Received fatal alert: handshake_failure

  We have for most than 2 weeks these error, it is the third time these year webhooks arent working how they are supposed to. If we use an external sender ( POSTMAN) the webhooks work smootlhy Does anybody have the same error?

• Did Zoho have any solutions to manage distribution

  Hi guys. I just want to know if there are any solutions in Zoho inventory or any other Zoho product to manage distribution (Delivery tour) and track and transfert the stock from the warehouse to the van vendors The vendors sell many products for clients

• How to update Shipments >> Salesperson (External Lookup) custom field?

  Hi, I am creating Shipment and passing Salesperson(Custom Field - External Lookup) data from Sales Order but it will not updating, if anyone have any idea then guide me! FYI, I tried 1. customfield_id 2. api_name 3. label but not worked any of above.

• How to best import Downloadable Digital Products into Inventory

  I have a large number of downloadable digital products that are sold B2B (think PDFs) that I want to track the sales of alongside their physical counterparts in Inventory and be able to send Invoices for these digital products. These items have no cost

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