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• Zoho Flow Doesn't Detect Desk Ticket Custom Field Change

  I have a Flow that is configured to be triggered when a custom field on a ticket changes. I also have a Schedule in Desk that runs a script that changes the custom field. When I change the custom field manually in the Desk interface, the Flow runs as

• Currency transition

  We are using Zoho CRM in Curacao, Dutch Caribbean. Our currency is currently the ANG. Curacao will be transition ing from using the ANG (Antillean Guilder) to using the XCG currency (Caribbean Guilder) on March 31st 2025, see: https://www.mcb-bank.com/caribbean-guilder.

• Email transfer to projects

  We are unable to add comment/map documents to this task. WHY DID THIS HAPPEN? The possible reasons are : 1. Email ID not confirmed. To confirm use the link http://zohosso.wiki.zoho.com/#resendconfirmation 2. You do not have permission to add comment/

• Stop adding Default ID column to xls exports

  When anything is exported to xls, Zoho adds a column with an ID.  WE DO NOT WANT THIS COLUMN.  We use an automated report to a team.  We have our own tracking number.  1. This makes the report messy, it just pushes OUR data off to the right.  2. We have

• Este domínio já está associado a esta conta

  Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.

• Transferring Attachments from Lead to Account

  Hi All, I'm trying to create a function that will transfer attachments in leads to the newly created account. I know there's an option to choose where the attachments go when you click the standard convert button but we have a high volume of conversions

• New Line in Double Optin Email

  Hello, is it possible to add new lines to the double optin email? This is necessary to add legal informations to the mail, which would look very messy if it is all in one line. Thank you in advance Carsten

• Cursor Keeps Disappearing in the Email Fields

  I did the recent update to the Zoho desktop app - I'm on PC Windows 11. My cursor keeps disappearing when I try to type in the "To" "CC" "Subject" boxes and typing in the body of the email. I've been trying to just tab through the sections instead of

• Hourly Permission not getting Calculated

  That is our settings The total calculation should be from 9:37 AM to 3:37 PM, but the hourly permission isn't getting calculated The last entry is hourly permission, it's not

• Client Script field.setCriteria need the list of possible operators for criteria or the opposite of "equal"

  The gist is to just filter the lookup the countries not listed in the multiselect field. I've been using a client script and this time I would like to set this criteria for the lookup: op.setCriteria("((Specialty_Requirement:equals:" + spec + ")and(Countries_Excluded:not_equal:"

• Highlight a candidate who is "off limits"

  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

• old invoices (Exchange rate)

  We have been facing an issue and searching for a solution for over a month. Issue: Previously, the exchange rate in Zoho Books and Zoho CRM was incorrect, and invoices were being recorded in Zoho CRM with the wrong exchange rate. After adjusting the exchange

• Zoho Mail Android app update - View emails shared via Permalink on the app.

  Hello everyone! In the latest version(v2.8.2) of the Zoho Mail Android app update, we have brought in support to access the emails shared via permalink within the app. Earlier, when you click the permalink of an email, you'll be redirected to a mobile

• How to download Renamed File that already updated to Zoho Creator.

  Hi members, I construct a button with report workflow. link = "https://creatorexport.zoho.com" + zoho.appuri + "report_link_name/File_upload/image-download/" + input.File_upload; openUrl(link,"new window"); This script able to download the file. But I

• 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

• Set a global default filter to All Candidates view

  Hi, Is it possible to set a global filter to the All Candidates view? As a use case would be for off-limit candidates. These are those who are off limits due to previous bad client feedback on performance/behaviour. Ideal use case would be to set these

• Merge Join PDFs Zoho Creator

  Hi all, I have a field where users upload PDF, is it possible to join those pdfs into one with a function or something? Regards.

• Custom Sign-in and Sign-out

  I've had a number of users ask me "how do I sign-out" when the sign-out link is clearly on the upper right of the page. To make it more obvious, you can use this bit of code to make a sign-out button on the top of any HTML view. You can customize the serviceurl as needed. <a class="zc-formbutton" style="padding: 5px;font-size:12px;" href="https://accounts.zoho.com/logout?serviceurl=https://creator.zoho.com/<%=zoho.adminuser%>/<%=zoho.appname%>/">Sign-Out</a> And since we're on this topic, you can

• Tip 26: How to hide the "Submit" button from a form

  Hi everyone, Hope you're staying safe and working from home. We are, too. By now, we at Zoho are all very much accustomed to the new normal—working remotely. Today, we're back with yet another simple but interesting tip--how to hide the Submit button from your forms. In certain scenarios, you may want to hide the submit button from a form until all the fields are filled in.  Use case In this tip, we'll show you how to hide the Submit button while the user is entering data into the form, and then

• Disappearing Mouse cursor in Zoho Mail / Windows 11 (Chrome + Edge)

  I'm seeing an issue when writing mails with the light theme with the mouse cursor being white and the document area also being white - making it nearly impossible to see the mouse cursor. I see the problem on Windows 11 under Chrome and Edge. (Yet to

• 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

• 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",

• Enhancements for Creator in Mobile Browsers and PWAs

  ZC Team, Lady & Gentlemen! This enhancement has been awaited for a thousand years, and it has made my day! It now appears more "enterprise" and no longer a jerk.

• Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

  Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such

• Perfomance Management - Zoho People

  Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

• Client Script - Updating Field Value in Detail Page of a Lead

  Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":

• Sales Returns - Repairand Return

  Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back

• Zoho One and Zoho Learn

  Is Zoho Learn going to become part of Zoho One? If not, why not? Also, if not, what is the closest product offered in the One bundle which is comparable to Zoho Learn? Please help me understand the overall relationship between Zoho Learn and Zoho One.

• Creating task at someones date of birth

  Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?

• Client scripts for Zoho Books ?

  Good day everyone, I am looking for a way to be able to interact with the Quotes and Invoices as they are being created. Think of it like Zoho client script in Zoho CRM. But for the life of me I dont see a way to do this. The issue with having function

• Desk Contact Name > split to First and Last name

  I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First

• Display name in Zoho Desk Ticketing system

  We are in the trial phase to implement a Ticketing system. As our company uses several generic emails, such as service@abc.com and service@xyz.com across different branches, the uniqueness of usernames (full names) becomes crucial for our business. Without

• 請求書に添付されているファイルをAPI経由で取得する際の問題について

  Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");

• Feature request - pin or flag note

  Hi, It would be great if you could either pin or flag one or more notes so that they remain visible when there are a bunch of notes and some get hidden in the list. Sometimes you are looking for a particular name that gets lost in a bunch of less important

• Differentiating between invoice templates when adding custom fields

  We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if

• LMS icon missing in zoho people account

  How to create zoho people LMS. I tried to find the LMS icon in zoho people. But I didn't  find that icon. Kindly give solution. how to start LMS in zoho people account?

• Have an input card for zobot that could collect Name, Email, and Phone or a message all at once

  It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforward

• CRM Quotes- Delete tasks when status is changed

  Hello. We have our quotes setup for approval process. We would like however to delete the tasks that are made when a different quote stage is selected. So when a quote stage is setup for "sent for review" we have the automation process to send out an

• Power of Automation::Streamline Associated Teams during Blueprint transition.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• web page becomes flickering after being made into WebTab

  I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what

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