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• 【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)

  皆さま、こんにちは。コミュニティチームの藤澤です。 3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。本投稿ではその様子をお届けします！ 当日の登壇資料などもこちらで共有しますので、参加できなかった皆さまもぜひご参照ください。 Zohoサービス活用事例セッション： Let's 活用！Zoho CRM レポート機能 2024年度のZoho Championである@松井 邦夫 さん（Zotion）にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。

• setting owner of note when adding via deluge

  My organization has requested the ability to mass update the notes related list in the deals module. Since this can't be done with the mass update feature, I created an update "notes single" line field and created a workflow rule that triggers a function

• Permission Update Failed

  Dear Sir, I have downgraded from the trial paid plan to Free Plan. I am logged in as CEO - Administrator and trying to change the profile permission but getting error - Permission Update Failed. Please see the screenshot. In most of the pages I am getting

• Circuite fail because www.zohoapis.com:443 refuse conection

  Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with

• Ability to re-order Workflow Rules

  We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

• Forwarding email into Desk - DMARC errors

  Hi, Our email domain is hosted through Exchange Online (Office 365). Customers email support@ourdomain.xyz which is delivered to Exchange. Exchange rewrites the TO email header to the email address associated with our Zoho Desk (support@ourdomain.zoho.xyz).

• Auto-sync field of lookup value

  This feature has been requested many times in the discussion Field of Lookup Announcement and this post aims to track it separately. At the moment the value of a 'field of lookup' is a snapshot but once the parent lookup field is updated the values diverge.

• Location functionality now deletes bundle information if changed

  With the introduction of Locations, we are experiencing several issues. 1. When bundling an item, the 'default' is to the organisation, not a location. This is not a significant issues, other than when you change the value, any batch tracking information

• ZOHO DESK ヘルプセンターの言語選択メニューの表示方法

  ZOHO DESK のヘルプセンターを構築し、多言語化設定をしました。 顧客のヘルプセンター画面右上に言語選択メニューが表示されないため、弊社の契約先会社に問い合わせましたが、「通常は多言語化をオンにすると表示するためCSS を触り過ぎではないか」 という指摘のみでした。 試行中ですが表示できません。 何か要因となる情報をお持ちの方がいましたらご教授いただけますと幸いです。 ↓の赤枠を表示したいのですが、表示できません。

• I live a webhook of zoho flow and I don't know how to respond with the following json {"fulfillmentText": "Text"}

  dialogflow sending me data to the webhook, I do searches in my zoho application and at the end of my flow I need to give this answer to dialogflow ... I don't know how to configure the webhook response! how is it done? This is the answer I need to send

• Using Linkedin as 'Unique Identifier ' for Duplicate Management for Candidates and Contacts in Zoho Recruit

  Quick hats off to Zoho Recruit on the functionality of Unique Identifier ' for Duplicate Management for Candidates and Contacts in Zoho Recruit. I recently added the ability to manage duplicates based on Linkedin profile. Candidates' and Contacts' email

• 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

• Inserted Records not showing in Kanban view

  When insert a new record into a report from a workflow, it doesnt show in KANBAN view. When i view the report in a regular list view, the records are there. If i edit the record (while in list view) and then update it at all (even if i dont change anything,

• 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

• Multiple Admin accounts

  We recently moved Admin access to our original recruiter (who left) and owner ship of the admin account is set to our CEO. I've asked to also be given admin access so he is not a limiting resource but he/we can't seem to find that out. He recently upgraded

• Zoho Desk Invite

  I'm trying to send an invite via Zoho Desk to the email nwc.hd@telecare.com.sa using my account in Zoho desk rmsh7777.rs@gmail.com but the invitation or email is no received. I need your kindness to activate the account, please.

• Cannot read properties of null (reading 'className')

  Hello, I'm attempting to integrate the Zoho desk chat widget. It loads visually on most pages, but at some point, it throws this error and it never appears: Cannot read properties of null (reading 'className') Here is the full trace: floatbutton1_hXdnKUp…f6FPihRNT_T47_.js:1

• Zoho Support / Microsoft Outlook integration

  Is there integration between Microsoft Outlook and Zoho Support? If so, can you point me to the related documentation? I'm trying to understand how that would work.

• Unable to Send Ticket Reply as a Contact in Zoho Desk?

  Hi Zoho Desk Team, I am trying to send a reply to a ticket on behalf of a contact using the Zoho Desk API. My goal is to have the contact's response reflected in the ticket conversation, but I am facing an issue where only the ticket author can comment.

• MA 2.0 Email Footer

  Good day, I recently went through the nightmare of upgrading from MA 1.0 to MA 2.0 and continue to experience more problems or missing features and settings. In this particular case, I am trying to find where and how to edit the Email Footer in MA 2.0.

• How Can Integrate Zoho Recruit in a Laravel Website like Danvast.com?

  What are the initial steps to integrate Zoho Recruit with a Laravel website? What API endpoints are necessary to begin the integration process? How can you set up Zoho Recruit API credentials in your Laravel environment? How do you manage API authentication

• Not receiving New Ticket Emails

  Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the

• Is there a way to show contact emails in the Account?

  I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detail

• Unified WhatsApp Number Management in Zoho Desk and SalesIQ

  Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers

• Paste Screenshot in Ticket

  We love Zoho Desk, but we miss the ability to paste screenshots directly into a ticket.  I know that others have requested this functionality, but I thought it would be good to add it here as well.

• Refreshing screen collapses Starred Views and Expands All Views

  Just in the past few weeks I've noticed that when I refresh my screen, it now collapses my Starred Views section and Expands the All Views section. This is not how it used to work in the past. It is frustrating.

• CRM email sync with 365 - app passwords

  Hi We have synced users crm account with hosted 365 email accounts. 365 has MFA enforced across the tenant. Now encountering issues with 365 sync failing due to password errors after some time. Advised that will need to use app passwords from 365 in order

• how to Add a TXT record in the DNS

  hi everyone, i am using https://pradairways.weebly.com domain for practice purpose, now a Domain Verification - pradairways.weebly.com is required ,how to add txt reocrd in dns and complete the process. thanks in advanced

• How can I reduce the size of the lightbox?

  Hello - I want to reduce the size of the lightbox overlay function on my site. Currently it occupies the WHOLE screen when activated, which I'm not a huge fan of. Is there anyway I can reduce the size of the lightbox overlay? Say, it only takes up 75%

• Items attribute questions

  Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

• Update multi-select lookup via API? Or allow for import of multi-select Lookups?

  When will the ability to update a multi-select lookup via API be available? Also when will we be able to import a record with multi-select lookups? I understand a linking module can help with this, but linking modules in our scenario would only be used

• Would like to create a bounce-back for incoming emails

  Hi all, I have a catch-all address, now from this I would like Zohomail to bounce back specific email addresses to the sender. Would like the server to send back an email from zoho servers stating that the intended addresse is no longer valid. while retaining

• Cambiar nombre de usuario

  Hola. Tengo una cuenta en zoho, por ejemplo Minombre @ midominio.es Y quiero cambiarlo a Miotronombre @ midominio.es Se puede cambiar??? Con la cuenta gratuita de zoho, cuantos nombres puedo tener en un dominio??? Gracias y buen dia

• Error in connecting to WorkDrive

  I'm trying to write a script to look in a specific WorkDrive folder and if there is a csv or xslx file, copy it to a different folder with a modified filename. That gave me the error: {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]} So

• Help with Zoho Books Deluge code error

  I have this deluge code im writing for Zoho Books button, it throws an error: Check and update the code in line 12 as there is a Exception : Error at line :14 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression

• Add additional field to quick search results

  IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine

• Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

  I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead

• Referring to Zoho user groups in Deluge?

  Hello, I am wondering whether it is possible to refer to Zoho user groups (with whom the application is shared) in Deluge. I currently restrict records to be viewable only if the login user created the record, but I would also like to make all records viewable if the login user belongs to group X. Thank you.

• Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!

  Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?

• Mail Merge - unable to send more than 50 email

  Hi, I've subscribed to the pay email service because of the Mail Merge feature. However, I've found that this feature only allow to send up to 50 emails. I've to attach a screenshot for your reference. This limitation is not mentioned anywhere in service.

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