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• Form to update a CRM contact field

  Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as

• Lookup field, odd issue

  So I tried creating and app that has the names of engineers so I can use that for a lookup in the other apps that are being created . I add the look up in a new app, launch the app and when I try to fill out the form its just blank in the drop down menu

• Query About Updating Records in Batches via API

  We are working on integrating the Creator application with an external app, and we need to update thousands of records daily. I understand that the "Update Records" API is available; however, it appears to be designed for updating multiple records with

• PDF API FROM ZOHO CREATOR DELUGE SCRIPT

  Hi I am in need of using a PDF Api to compress and Merge PDF files from zoho creator. Any support on this would be really helpfull any sample code for any PDF API would be extremely heplfull

• Filter report using dynamic filter using function not working

  Hi - I am trying to dynamically filter a report as follows: when I save the filter it looks like this: However when I run the report it is not returning results as I expect. I have tested the function. If I copy and paste the output of the function and

• How to add coloring on List Reports

  Hi guys, I would like to add colors to List reports. Is there an option to apply table colors other than using the custom layout? Thank You!

• Formula fields - Request for dynamic recalculation / proper implementation

  Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

• 🔍 How to effectively organize data in a CRM? – My approach and questions for you

  Dear ZOHOssians! While working on organizing data in a CRM, I decided to use the native modules: Leads, Deals, Contacts, and Accounts as a solid foundation for managing processes. However, I’m now exploring the next steps and considering various options

• Editing data in Related List tables

  Hi, we have a related list table showing many quotes on our Client record. At present, we have to edit each quote record by entering each record and then going back to the Client record. Is there a way to edit the various fields shown in the related list

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Is there a API to fetch tasks in a Board/Section

  I am writing a scheduled function that retrieves all the tasks and send an reminder on cliq. I cannot seem to find a API to fetch tasks (by user / board / section) What are the way to fetch tasks?

• Zoho Books - uploading company logo squashed

  I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png

• Streamline Custom Dashboards

  I'd like every brand have the same dashboard. Is there a way to streamline them so every brand has one? Or that I can use the same dashboard from another brand?

• How to Create and Edit Advances in Zoho Expense Using Deluge?

  Hi everyone, I am working with Zoho Expense and need to manage Advances (Advance Payments) using Deluge. I’ve familiarized myself with some basic functions, but I have specific questions about how to create and edit advance records: Creating Advances:

• Integrate MS Teams with Zoho CRM for faster collaboration

  Availability Editions: Standard and above DCs: All Release status: This feature has been released for all users in all DCs. Help resource: Microsoft Teams integration Hello everyone, We're adding MS Teams to our lineup of CRM chat integrations—Cliq, Slack,

• Easy way to delete attachments

  I've reached my data limit and would like to run a view/report, and mass delete attachments. Is there an easy, fast way to do this? Moderation Update: Post Summary: There are two features the post discusses a) Easy way to remove Email attachments Will

• Ho to restrict access to row level to Zoho Analytics users

  Let me explain the scenario we are trying to achieve. We have an online system our team members work with. On it we have 6 users that manage data from different areas (North, South, East and West). We would like to transfer this information to a Zoho

• Remove the link between app admin roles and org admin privileges

  Greetings Zoho One Team, Currently, assigning someone as an admin in certain Zoho apps, such as Cliq, Connect, Mail, Vault, or Forms (and maybe other apps as well) automatically grants them org admin privileges, even though they are not listed as org

• Standalone function is not working

  Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function

• All Deluge environments draggy! Negatively impacting productivity

  Hello, I have been using Zoho flow, CRM, Project, etc to develop custom functions, integrations. etc. for over 5 years. However, just about 3 days ago, I observed the deluge integrated environment is now acting draggy across all Zoho products using Chrome

• Pass json to ZDK.Client.openMailer TO parameter

  Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",

• How to remove banners at the top of email web page

  Every day, I find valuable screen real estate being consumed by Zoho advertising themselves at the top of my email web page. I can dismiss that "announcement", but something else will come back the very next day. How do I permanently dismiss them as 99%

• My domain provider does not support to DKIM records

  My domain provider does not support to DKIM records in zoho mail. It does not allowed underscore in a TXT name but zoho had provide DKIM records already with an underscore This is the zoho provides But my domain provider does not allowed

• Zoho email experiencing delay when receiving emails from AWS SES

  When sending an email from our SES, our non-Zoho email is receiving emails almost instantly with a 1-2 min delay, however, the zoho email we send to is experiencing delays from 3-4 hours and sometimes dont recieve them at all. Any idea what might be going

• How to listen to ticket change

  Hello community, I created a widget, which checks all departments, if the user has written there as well, as some customer do this. Overall it works fine, except that I have to refresh the widget tab every time I go to another ticket. How can I listen

• Did you know you can secure your content with Zoho Writer?

  Sometimes you need to protect certain parts of your content to conceal sensitive information or prevent changes to important sections of a document. Zoho Writer offers several tools for securing content to help maintain privacy, security, and confidentiality

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• How do I delete a test email address to which I am supposed to send a test email?

  How do I delete an email address added to a test email recipient that is no longer needed due to resignation or other reasons?

• Create custom rollup summary fields in Zoho CRM

  Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

• Creating smart filters manually

  Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V

• Is there a way to get Guided Conversation responses to appear on a ticket?

  Hello When using the Create Ticket block, is there a way to save all of the responses the user has inputted on the ticket once it's been made?

• Tickets Assigning Automation

  I am trying to build a bot which can automatically assign the tickets to the concerning team as of now we have a dedicated person who read the emails, understands the query and then assign it to the dedicated team. I have built an prototype of the same

• Zoho Desk using APIs

  We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns

• Knowledge Base - Import PDF/Doc

  Our company already has guides and manuals in PDF/word format. Is there a way to directly important these as articles for our customer portal? When doing a copy/paste the formatting gets a little skewed and images don't post over either. 

• Paid Support Plans with Automated Billing

  We (like many others, I'm sure) are designing or have paid support plans. Our design involves a given number of support hours in each plan. Here are my questions: 1) Are there any plans to add time-based plans in the Zoho Desk Support Plans feature? The

• Credit Card Terminal for Zoho Books

  Hello, Instead of punching the credit card number manually for customer payment, do you have a third-party hardware credit card reader that works with Braintree? Thank You

• Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

  hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

• Splitting a List into different rows

  I am getting a List from a for each loop. But I can't figure out how to separate each item that is separated by a comma. Example Zone 1 - Front Door,Zone 2 - Rear Door,Zone 3 - Side Door I need it too look like this: Zone 1 - Front Door Zone 2 - Rear

• This domain is not allowed to add. Please contact support-as@zohocorp.com for further details

  I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is the

• Zoho Analytics - CRM Sync Failure

  We have experienced consistent sync failures between our Zoho CRM and Analytics apps, but there aren't any details provided as to why this failure might be occuring. Please advise on troubleshooting steps so we can figure out how to restore the sync.

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