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• Recent Topics

• 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

• Update Quantity in Item Table under PO with other custom fields

  Is there a way to multiply two custom fields to automatically update the quantity column on an item table under a Purchase Order? I'm looking for fool-proof way to update our quantities of loose items based on the different sizes of packs we receive inventory.

• RFID Scanning

  With the Stock Count Module and ability to have multiple Warehouses, the ability to scan items via RFID Scanners is a HUGE advancement and time saver. While RFID tags can be assigned we need to be able to connect the RFID scanner to Zoho Inventory app

• Zoho items price not fetch in shopify store

  why not fetching pricing with shopify store

• Route Optimizer

  Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you

• Blocking Specific Emails in Zoho Desk

  Hello! I would like to know if it’s possible to block a specific email in Zoho Desk so that tickets are not created from it. Could you guys help me with this question?

• Unable to Access cPanel - Site Can't Be Reached

  I am unable to access my cPanel at the following URL: https://mailadmin.zoho.ca/cpanel/home.do When I try to visit the page, I receive the message "This site can’t be reached." I have attempted to clear my browser cache and use different browsers, but

• Combine Zoho Social/Assist/Site24x7 and Patch Manager accounts

  I have an account (info@b__.org) account that I use to admin Social/Assist/Site24x7 and an account I manage Patch Manager with (kitv@b__.org). I'd like to combine the 2 and just use the info@ account to manage all products. Is that possbile?

• Message Id of emails from IMAP is not the same as Gmail's message id

  Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me why

• Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

  Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

• Zoho Creator - Revamped Release Notes

  Hello everyone! We're thrilled to announce the launch of our revamped Release Notes page. We'll now be saying goodbye to the current layout and introducing a fresh, updated Release Notes page in its place. A wide range of people have provided us with

• Zoho Assist: soft focus remote image (remote is macOS)

  Hello Scenario: - Technician: macOS Sequoia - User: macOS Sequoia - Problem: The image on the technician side is a little blurry. I can describe it only as "soft focus". No changes to color quality of remote screen resolution make any difference. But

• Zoho Flow Debugging

  Hello I built a custom function that takes input via a webhook trigger into the flow. The custom function has input as strings and I have one single line that info each of the variables to debug. However, for each of the tests (instances of webhook triggers)

• Reports: Search Function

  Hello, Is there a way to fully customize the SEARCH. Instead of populating all of the available fields on form, is there a way to just select a few? Searching in KB but got no luck of finding a way..or how about on the Application IDE?

• How do you convert a deal to an invoice?

  I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?

• Is it possible to customise the lead conversion page in Zoho CRM?

  I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.

• how to unlock my domain with photos

  please give instructions

• Tag Limits for contacts module

  Hi,  I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5

• Zoho CRM Recurring Tasks creates the entire series

  Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that

• Direct URL to "View Record"

  I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

• Zoho FSM says "null"

  Hey everyone. I am trying to create a flow for when a 'Service Appointment' is created/updated in FSM. I have created everything and when I try to turn the flow on it says "Zoho FSM says 'null'". I have no clue what this means or what is wrong. Has anyone

• Payment before Submussion

  Hi, would like to create a form in Zoho Creator, in which at the end a payment is made. Right now, i only can submit the form and then the payment process is started. But the payment process needs to be finished BEFORE the submission of the form. Can

• Please turn on SMTP Authentication in your mail client.

  We are unable to send mails. The reported error:  Please turn on SMTP Authentication in your mail client. sender-of-o52.zoho.com [135.84.80.217]:21324 is not permitted to relay through this server without authentication. This is a newly setup domain

• Zoho Projects API v3 - How to format filter critera in deluge

  I'm trying to return the id of a client company in the Zoho Projects API using Zoho Flow and am running into issues about how I format critera in deluge. https://projects.zoho.com/api-docs#clients#get-clients I have several hundred Client Companies, and

• Not possible to remove mandatory system fields?

  Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's

• I am not the CEO.

  I signed up for the basic Zoho and it lists me as CEO.  Apparently others have this same issue.  If we are not allowed to change the "role" then perhaps the default should be more generic.  "CEO" would apply only to a very few who sign up for a "FREE" software.  Please help me change this. Thank you!

• Lists - Change Owner

  A former employee created a list for some campaigns. When I look at "All Lists" under Contacts that list "Newsletter Subscribers" is not included. The only place I can see it is after I click "Recipients" when creating a new campaign. , but it is not listed under Contact Lists. 1) How do I make me the owner/creator of that list since the original creator no longer works for me? 2) How do I add it to the listing of lists under Contacts? 3) How do I update the list with new subscribers? Thanks, Tracy

• Zoho Practice Roadmap

  Hi - interested to understand the roadmap for this product. I think a number of people are watching to see if this is receiving investment prior to exploring more - but it appears to be very quiet on the development front.

• Improper code format

  Hello, I recently switched to the new Deluge editor in Zoho CRM and I am editing an existing script but it returns an error: Improper code format Correct format : <return_type> <category>.<function_name>(<type> <arg1>, <type> <arg1>,...<type> <arg50>){

• Notes Problem

  Hi there, So here is My path When a custumer goes on my website and fill up un form Form received on mail Then Create a new Lead in Zoho CRM When I convert the lead to Contact Create customer to QuickBook and Creat a New Deal in pipe Line Here is my problem.

• Search if Image exist

  Hi! How can I search in ZOHO CRM if the record contains an image? What is the best why for this Thanks.

• Sales return create issue

  Hi every one. Call the API to create a salesreturn, but receive an error message saying 'Invalid value passed for salesord_id'. However, the salesord_id parameter is not included in the API documentation. What should I do? { "salesreturn_number": "RMA-00001",

• Merge the Multiple POs to single PO if Vendor of PO's are Same

  Hi @Monika Prabhakar Bijekar @Aleena Joseph @arul.karthikeyan @Donald Love @Gowtham Aravind @Hemalatha S @Hemalatha Thangaraj @Aakamsha Raj @Akshaya G @Yaali Biz Appln Solutions @Madhan Gopal

• Zoho CRM and Google Sync - delete Contacts?

  If I delete a contact in Zoho CRM, will it also be deleted in Google contacts?

• Engage Users with Easy Reads

  Hello to Our Users in the Zoho Desk Community! The Knowledge Base (KB) has always been a treasure chest of valuable information, helping users understand products and services and navigate through them with ease. Each of us interact with the knowledge

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