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• How to add categories?

  How to add categories? I don't know if it is possible to create categories of the services, for example if the reported issue is a printer problem, hardware, email account, etc. I have only seen that the ticket is chosen if it is a complaint, question,

• Zoho CRM in Microsoft Power Automate Custom Data Connector

  Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.

• Client Script: new value not set after calling setValue() - what's wrong?

  I'm new to Javascript and Zoho Client Script, though I have experience developing applications in C and Java. I have been trying to figure out why my code doesn't work and would appreciate help from the community to point out what's wrong. For my current

• Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused.

  Hello. Lately we are having problems with some campaigns, which show us this error message. Sorry! we encountered some problems while sending your campaign. It will be sent automatically once we are ready. We apologize for the delay caused. We can't find

• ZOHO not recognizing mx records

  My domain hosting lapsed, and upon reactivating I had to recreate all my DNS records. ZOHO is not recognizing my MX records, but IS recognizing my SPF, DMARC, etc. Mail is being delivered to ZOHO just fine, but when I attempt to send I get a "relaying

• mail rejected because of sender's SPF record issue

  We recently started hearing from customers that email is bouncing with the error: 550 5.7.23 Sender's SPF Policy Failure We cannot reject email because sender's DNS record is wrong. We need to accept mail in most cases. How do we fix this (because clearly

• No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.

  Hola! quiero enviar un correo electronico desde mi casilla de correo " tallerenproceso@zoho.com" y no me permite, porque dice: " No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked." lei que otros usuarios le daban respuesta de almacenamiento,

• BLOQUEO DE POP-ENTRANTE

  Solicito con urgencia su apoyo, la cuenta dnanez@mirandacorredores.pe tiene problemas con el correo entrante. Tiene habilitado la opción POP en ZOHO y maneja sus correos con la herramienta Outlook, sin embargo no puede recibir ningún correo ya que aparece

• Making preview pane "stick"

  Hello, Is it possible to fix/dock the preview pane so that it's always there? The modern monitors are all very wide so there's plenty of space horizontally. Having the preview pane disappearing and appearing again when you click on an email message in

• Renew expired domain

  Hi My domain expired in early September. I tried to renew it but to make the transaction was an error. In the control panel, the renewal option does not appear. It happened more than 1 month and already I'm having problems with mail. When I go to a site

• Print Email without Header Information - How?

  How do we print an email without printing the header? More and more vendors are emailing us invoices embedded in the email - not as an attachment. However, because the email print function automatically prints the email header, the invoices are split

• Cómo creo una factura negativa o de abono?

  NEcesito anular una factura y crear una nueva igual pero en negativo. El sistema no me lo permite

• Metrics available in Canada ?

  Hello, For the portal, the metrics looks empty for me. It says something like "no portal to display". Do I have to do something special to get it started or it is just not available yet for Canada ? Sylvain

• In Zoho Desk, is there a way to see a list of comments that I've been tagged in?

  Thanks in advance!

• Tracking product & invoice margins and costs

  We currently use Zoho Invoice and looking to understand how other people manage their product costs, margins, reporting etc. How do you know how much a particular job/invoice has made you and the costs involved? We have over 100,000 SKUs so not sure how

• ZOHO ONE Inventory and ZOHO FSM

  Zoho ONE Inventory sees a warehouse just as a warehouse. You have to be a ZOHO ONE usher for example to use a warehouse like counting stock while you have to buy a warehouse as an Add one separately from ZOHO ONE Inventory to use it for ZOHO FSM In ZOHO

• Get custom field value using deluge

  Hi everyone, I'm trying to get the value in a field using deluge in Desk, but i have i couldn't find an answer anywhere, this is my code : response = zoho.desk.getRecordById(OrgID,"tickets",TicketID); info response.get("cf_supplier");

• Zoho Mail + Godaddy + Other Hosting how to configure

  Hi, I have taken zoho mail subscription, domain registered on godaddy and hosting taken from other hosting provider. So I have updated third party hosting nameserver on godaddy So now unable to add DNS records in Godaddy. Please give the solution.

• how to enable multi DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?

  how to enable multi-DC option in my organization tenant that using zoho sign to give chance to any external users from any DC to sign our docs?

• automatic follow up alerts if potential stage doesn´t change in a certain period

  I want to control the whole sale process through setting a different Lead status or Potential Stage each time the lead or potential reaches a certain milestone in the sale process. The idea behind that is that a change in the lead status or potential stage triggers rules which have tasks that move the sales process forward. For example, if a Lead asks for a quotation, the Lead owner will set its status as "converto to potential", which triggers a rule that has a task attached to convert the lead

• How to set up ‘Adjusted Revenue’ in Zoho Books?

  Hello, I have a marketing agency where I typically offer social media management and advertising services to local clients on a retainer/monthly-recurring basis. One of my core services include Ad Spend (we call it Digital Media Buying), which contributes

• Aliasing Tables in Reports

  I'm trying to build a Query Table in Zoho Reports using my Zoho CRM data, and I'm running into this error:   Whenever a table alias is defined, kindly use table alias name before the respective columns used in SELECT query I'm trying to create a query table that joins several aliases of the Contacts table to the Opportunities table.  For example, an Opportunity has a Primary Contact, a Referral Source, a Primary Liaison, and an Agent.  All four of these are represented in the Opportunities table

• Close task from list view

  Hi everyone, I’m trying to find a way to streamline task management in Zoho CRM. Specifically, I want to know if it’s possible to add a button directly in the list view of the Tasks module one button per task that allows users to close a task without

• Import or migrate a Word Press website into Zoho Sites?

  Is it possible to import or migrate a Word Press website into Zoho Sites?

• Automatically open a widget

  How do I make a widget open automatically if a user views any record from a specific module?

• Restrict Access to Dashboard Tab to some users

  Is there a way to restrict the access to a specific tab of my dashboard to some users? Say I have a dashboard of HR with 3 tabs, and I want to allow some users to have access to only 2 tabs. How could I do this? Thanks

• Hotmail rejecting mail

  I have paid Zoho account. Hotmail is rejectying mail from Zoho because Zoho is on hotmail block list ---- On Tue, 15 Oct 2024 10:30:47 +1300 <mailer-daemon@mail.zoho.com.au> wrote --- This message was created automatically by mail delivery software. A

• How to Send and Document for Signing using Power Automate?

  Hello Everyone, I am looking for a way to send a document for signature using Power Automate. Specifically, I would like to automate the process of sending documents (such as contracts or forms) to recipients for signing and also track the status of those

• Zoho Sign not working in Canada Feb 06, 2025

  When logging into zoho sign a short while ago we are seeing gibberish in the standard buttons, and when clicked on nothing happens, rendering the service broken. Please update and advise soonest.

• How to easily share and organize templates with users? We need template folders!

  Greetings, I have many requests for features of this software. We have many Zoho / ManageEngine products, and they are all so close to being awesome if it weren't for some fundamental shortcomings that I have been told repeatedly to "kindly submit a request"

• Downloading chat history

  Is there a way to download our full chat history?

• CRM Mobile - Ability to email Record Notes

  By accident, I found that if I long press a record Note in the CRM Mobile app, I can email the note and the attachment. This is a wonderful find. Question: Is there a way to email a CRM record Note from the desktop? Thank you! Amy

• Zoho Books API Charging a customer with their Creditcard or ACH Banking info

  It is unclear if using this API, can acutally charge the customer. https://www.zoho.com/books/api/v3/customer-payments/#create-a-payment When we process invoices in Books, we Select "Record Payment" and then Charge Customer. The Client has either a CreditCard

• Font Size 11 - Zoho CRM Email Templates

  Our company communicates with our vendors exclusively using Calibri Font Size 11, as this is the standard formatting for professional emails. Since the CRM only allows for the selection of font sizes 10 & 12, we have been unable to utilize the CRM email

• zBooks Custom Script with deluge - Custom Field shows NULL

  I am trying to read a custom-field from the item module, which is a decimal. time = item.get("cf_reparatur_dauer_h"); The answer is always NULL. I have already seen similar topics in the forum, but they are already 4 years old and do not work (anymore).

• Não consigo receber e-mails

  Não consigo receber emails, apenas enviar. Pode analisar o problema, please?

• Can't search any new records

  I ran into an issue with search. I added a new contact and potential and couldn't find it when I did a search. I later found out from a Zoho CRM support rep that you can't search new records. The new records will never show up in search. You will have

• Announcing new features in Trident for Windows (v.1.24.4.0)

  Hello Community, Trident for Windows is here with exciting new features to elevate your workflow and enhance productivity. Let’s dive into what’s new! Add WorkDrive files as attachments in the Mail Composer. Previously, you could only attach files from

• Unfurling Unlimited Possibilities in Zoho Cliq 🔗

  Are you tired of your app links looking plain? Imagine if the shared links came to life with custom previews, organized data, and one-click actions, making chats more interactive. With the Cliq platform's unfurl handlers, let's see how developers can

• Comparing 2 forms not linked to send email

  Hi, I want to compare 2 forms not linked, but with identical customer email fields. Form 1 : CustomerForm Form 1 fields : CustEmail, PartnerEmail, Reminder (yes-no) Form 2 : CalendarForm Form 2 fields : CustEmail, DeliveryDate, DeliveryLocation The aim

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