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• Templates Access

  There should be an option to grant users access to templates but not allow them to edit/delete templates. In setup there is only one tick option for templates. This will give any user access to view as well as delete/edit. This doesnt make sense as they

• Generate a Zoho Sign link

  From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.

• Power of Automation :: Autocomplete the Project upon Task closure.

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

• Unable to send email through Gmail

  So I had a custom domain email from Zoho and I was able to send emails from this account through my gmail. 2 days ago I added another user. This user is not able to receive any emails, that's the first issue, moreover, even though I haven't changed anything else other than adding this user, now I am unable to send email through my gmail account with the first user either! I have opened a case with priority "I am stuck, need assistance", haven't got a single reply in about 36 hours. I am unable to

• "Invalid Credentials(Failure)" when configuring IMAP (Outlook)

  Getting the below response when attempting to configure Zoho mail in Outlook 2016: Notes (what I've done so far): Zoho mail on web client is working with no issues. Though I was certain the username & PW were correct (was using same credentials on web client as I was attempting to utilize in Outlook 2016), just in case, I went ahead and changed my password on the web client and re-attempted Outlook configuration; same error response. IMAP for my email account was enabled on the web client (and POP

• Custom service report or Zoho forms integration

  Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

• Pre-fill Email field on Zoho Forms

  Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel

• Webhook Trigger for New Messages in Cliq Channels

  Hello, I would like to request a feature to enable webhook triggers when a new message is added to a Cliq channel. This functionality would allow us to seamlessly send important information from Cliq to other relevant systems. This webhook trigger can

• Unable to add subdomain email account under the main email account

  Hi, Is it possible to add a subdomain email account, like sky@agent.rebrightrental.com from the Admin Console of admin@rebrightrental.com in Zoho Mail? Or is that not possible? I want to create at least 3, like oak@agent.rebrightrental.com, bliss@agent.rebrightrental.com,

• How to delete a large number of emails

  Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender and

• want to renew my account

  I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the charges

• Mail app and desktop on chrome not syncing properly.

  Yesterday I spent a significant amount of time on the computer moving emails to different folders, and deleting several. This morning, I realized on my zoho mail app it still showed all the emails in the inbox. Nothing had synced. I couldn't find a sync

• Can't connect to Thunderbird

  Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correct

• Can't receive emails, but can send

  I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:

• Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime

  Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this

• Partial refunds

  I am trying to process refund for a one item invoice, however the refund is partial: i am getting this error while creating credit note, can anyone share some wisdom about this

• Tickets are enabled but not showing in zoho desk widget

  Hi, I have a Zoho Desk ASAP JWT widget inside my app. I enabled the KB, tickets, and salesIQ chat (screenshot 1), but only the KB and chat are showing on my app widget (screenshot 2). Can you help? Thank you

• default to display images in mail

  How do I set my mail settings to default to display images, rather than asking me each time I open a message? Thanks, Sup

• Zoho CRM Theme Color?

  I've read multiple articles stating it's possible to change Zoho CRM theme colour (top menu bar) from personal settings menu, however, my zoho has no options for this at all and I've looked everywhere........has this feature been removed? I'm currently

• US Zipcode Mapping for Sales Tax areas

  In its current form, Zoho Commerce maps tax percentage to different states. Due to the wide variety of tax areas within each state, it would be much better to map sales tax against each individual zip code. In addition, it would be highly desirable to

• New Emails not being received in Zoho Email account

  I have built a new website for my client, who has an email address like his_address@zohomail.eu (example). When his customers use the Contact Form on his website, the notification emails are sent to an address as his domain name, and the Webhost automatically

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2

• Relocating the server from Europe to the UAE

  We are experiencing issues with the sales templates and attempted to collaborate with the companies you recommended to assist with the templates. Unfortunately, we were unable to add their email addresses to our panel due to an error (The ERROR is: USER

• get statement as file pdf to send in whatsapp template

  hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date

• I already configured DKIM Records, and other records as well

  I already configured DKIM Records, and other records as well but it is still going like a spam mail

• No recibo correos

  Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?

• Email not sending on Iphone on (1) account. Works with the others and set up thesame.

  When I attempt to send an email on one of our accounts on my iphone, It doesn't and. then comes back with an error message.. I've reviewed my other two accounts, and they both work fine on my iphone, it's just this one account.. I've also looked at the

• Receive the incoming emails of my users

  Guys, I need some help. As an admin, can I receive all the incoming emails from my users?

• I couldn't create new email "connect@cafeconnet.lk"

  Dear Manager, I want to create new email "connect@cafeconnect.lk" but I can't do that. Please help me for that.

• didnt add my soho account Mail

  i cant add my soho account arturo@thrivechile.com in Mail (apple)

• How to apply customized Zoho Crm Home Page to all users?

  I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized

• Zoho Projects > Workdrive Integration - Where can you find your files in Workdrive?

  Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive and

• How to set custom Sales Order numbers

  I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number

• Zoho desktop problem when using 2 displays

  I have a Microsoft Surface Pro with a second display attached. When I open Zoho mail desktop and place the window on on the second display and I keep the display attached, everything works fine. HOWEVER: when I then detach the second display (the Zoho

• Assign Multilpe Owners to a Single Deal and Split Revenue Between the Two

  Hello, In our business, it is common for 2 sales reps to co-manage a deal. As such, I would like to add 2 co-owners to a deal within CRM, and then split the revenue generated by a deal between both owners in our analytics. We are currently tracking this

• Mix and Match Email Plan

  Dear Zoho Sales Team, I hope you’re doing well. I am currently subscribed to Zoho Mail Premium with one account. However, I would like to modify my plan by adding two Mail Lite (10GB) accounts alongside my existing subscription. Could you please confirm

• Comprehensive guide to add users

  We've received quite a few questions regarding adding users to the Zoho Sprints workspace. So we decided to address it through a comprehensive post covering the locations (modules or tabs) from which you can add your users. Adding users to your workspace

• How to monitor hybrid projects?

  Hybrid project management sounds great, but, with projects being run on different project management methods, how can we monitor the overall progress and derive insights from them? If you've got this question as well, Zoho Projects Plus’ dashboards have

• Learning how to customize templates via code and best practices

  Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

• ULAA threat

  My Sentinal One app just killed ULAA as a threat. I reinstalled, killed it again. I opened ZohoOne CRM in Chrome it worked however it was a least 1 if not 2 backsteps from the version I'm using. Is anyone else having this exerience?

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