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• zoho crm is not working

  no one of our team gets in

• Possibility to show Images during Blueprint Transitions

  We use Blueprints heavily in our business to keep a structured process and to use a lot of automations. In fact, we automated so much, that our co workers sometimes don't know what really is happening. It would be helpful if we could show the users a

• Multi Step Parallel Transitions for Blueprints

  We have two processes, that are sequential and can be done simultaneously inside of one module. For example: For order processing, we have to kinds of tasks: tasks that need to be done at the car directly (for example repairs) and tasks where the physical

• How can I format numbers in an html table?

  I am building an html table to display how much people have paid, but the numbers are losing their formatting: application_table = application_table + "<td style='text-align: right;'>" + payment_row.Amount_Local + "</td>"; Amount_Local is a decimal field,

• Deluge Create Task For Contact - $se_module not accepted...

  I have created the following script to add a Task to a Contact But the system does not like "Contacts" for the "$se_module" function. Is there a different method/script to create a Task directly associated with a Contact? Here is the function: ************

• Zoho Analytics Triggers & Action Deprecation - Why So Much Manual Intervention Needed?

  I understand that APIs evolve and that updates need to happen. However, the way that the Zoho Analytics update is being rolled out is making life on users very difficult. First of all, the whole idea of forcing users to manually reconstruct Flows with

• Integration of Zero Accounting to Zoho CRM

  Hello, do you support integration of zero to crm Thanks Job

• Company ownership

  Hello all, My name is Harry Froget and im currently performing an audit on all processes and systems and found out that Mr. Eric Kern is listed as the owner of our organization, he should be removed as such inmediately. Please contact me as soon as possible

• How do I categorize a payment made to one of our contractors?

  Our company paid a contractor (via bank transfer).  When I try to categorize this payment, the only options I have are:  Asset Cash Credit Card Equity It should be categorized as an actual expense, paying a contractor.  The closest thing I see, is under

• How to auto-update a task owner in a preset list of tasks on a new project?

  We have automation set up between the CRM and Projects that will automatically create a new project with a preset list of tasks when a sales order is created for specific products. Of the tasks that are automatically populated in these new projects, we

• Closing a Stateless Window

  Hi! I have a stateless form that I'm displaying with openUrl("https://creator.zohopublic.com/company/application/form-perma/ISN_Stateless?Trade_Order_Id1=" + input.ID,"popup window","height=300, width=500"); and that works great. The form has an 'OK' and a Cancel button.  At the end of either event (OK & Cancel) script I put openUrl("http://creator.zoho.com" + zoho.appuri + "#Script:script.close","same window"); but the popup window merely 'refreshes' and the window stays.  A cancel will not kill

• Zoho Forms Webhooks - Only sends on submission not on edit.

  Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list before

• [WEBINAR][Feb 2025] Automate your entire financial operations from receipts to reconciliation with Zoho Books & Zoho Expense integration

  Hello there, We are hosting a free, live webinar on the importance of travel and expense management solutions for businesses, and how Zoho Expense automatically syncs with Zoho Books to simplify your accounting even further. The webinar is on February

• ZOHO Sites Domain Mapping

  Hello, I hope someone can help me understand. I have not gotten a clear response from support yet. Basically, I am using Zoho Sites, but it is asking me to verify my site. I am unable to log into a third party host to point the domain to zohosites, because

• [Webinar] Simplify real estate operations with Zoho Writer

  Hi Zoho Writer users, Is managing extensive documentation, client information, and property data time consuming for your firm? Are you ready to simplify processes and focus on building client relationships? Join us on February 13, 2025, for a Zoho Writer

• Adding pages to Zoho Sites

  I went to add pages to my website and it comes up Page Limit Reached. I upgraded and paid for 200 pages but the error still comes up?

• Mantener visible solamente el primer nivel de la vista dinámica.

  Saludos. En esta ocasión ocupo su atención para preguntar de que forma puedo mantener solamente visible el primer nivel de la información colocada en el campo filas de la tabla dinámica y que se visualice únicamente esa etiqueta y su consiguiente sub total. En el caso del ejemplo que adjunto, allí quisiera ver los estados con el sub total de cada uno de ellos. Como siempre, Gracias por su atención. Saludos. Adel Bahsas El Maaz.

• How to extract URL parameters with Zoho Flow

  Hello, I try to extract different parameters like UTM and Ads platform id like MSCKLID. Ex. mydomain.com/?utm_source=1234 They aren't necessarly all filed due to the usage of different platform. I have a field with the URL in Zoho CRM I have individual

• Power of Automation :: Auto update the Project status based on the count of completed Milestones

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• Zoho CRM Reports Module on Mobil App

  I have the mobile app and the reports module doesn't appear in the sidebar for some reason. I saw a Youtube video where the user had the Reports module on mobile. Is there a setting to show it on mobile? Thanks.

• uploading a document 15 mins. its still scanning for virus

  Hi there,   I tried uploading a document. A 75 KB .xls file, its been more than 15 mins. and it is still going about saying "Scanning for Virus" . There is also no idea whether the doc. has been uploaded or not ?  Update :- It seems to have uploaded the .xls file but something doesn't work. It is not opening the .xls file.  (I know the file is uploaded because I opened another tab and it shows the file has been uploaded.) It is showing "Unable to open xls file" . 

• The app shut down and everything written disappeared

  Hello! I had a problem while using the app. Due to a crash, the application was closed, and after re-logging in, the document was empty. I know for sure that it was saved all the time while I was updating it for these two days, but neither the old changes

• Consulta sobre funcionalidades de ZOHO

  Estimado equipo de ZOHO, Buenas tardes. En nuestra organización estamos evaluando la posibilidad de contratar ZOHO y nos gustaría conocer más sobre sus funcionalidades. Específicamente, queremos saber si es posible crear una landing page, integrar una

• Is a record ID in Zoho Books always numeric?

  Hi Support Team, For storing Zoho Books' contact, invoice and other record IDs in an external app, I wanted to know if the IDs are always numeric. As far as I can see in Books, they are all numeric and while fetching a record via the Zoho Books API, passing

• Zoho mail to contacts and leads, but not to accounts?

  We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenient

• Check all user mails in one inbox

  Hello, I would like to integrate all my users into one inbox. The idea is to only log in once and see all my user inboxes in one place. How can I do this?

• Product Quantity Report in Dashboard

  I wanted to extract products and its quantity report from deals (with specific stage). Can anyone help me on this?

• Zoho One Admin Panel API

  Dear Zoho One Support, We are currently utilizing the Zoho One Admin Panel for managing our organization's user accounts, app assignments, and security settings. While the panel offers a user-friendly interface, we believe that an API for these functionalities

• Call Logs not showing up in the leads module

  Hi there, I've been making calls to the leads in my Zoho CRM, however, the calls aren't showing in the close activities history, in the lead profile. I have my phone system connected and the settings are all correct. Is there a way to fix this.

• Locations - Inventory change by itself with Shopfiy integration (Major inventory count bug)

  Hello, I wanted to see if anyone had an issue with Zoho Inventory / Shopify integration. I had a prompt to migrate to location and I unfortunately did it... As soon as I did this, Zoho Inventory started to update the inventory of some items. The items

• ZDC Hackathon 2024 Category-wise Winners !

  Zoho CRM Client Script Hey everyone! After rigorous evaluation by our 14 expert judges, we’re beyond excited to announce that two incredible teams have won the Zoho CRM Client Script – Product Category award for their outstanding innovations! Team 1:

• Collaborators can't see Zia

  Hello Zoho Writer Team, I recently shared a document with a collaborator, but she mentioned that Zia is not active and unable to assist her in adding content. Could you please guide me on how to resolve this issue? Looking forward to your assistance.

• Marketer's Space - Get effortless subscription management for CRM-synced contacts using Journeys

  Hello, marketers! Welcome to another post in the CRM Integration Series in Marketers’ Space. We’ve been exploring how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can enhance your marketing efforts, especially via the Journeys feature. This

• Here's what we've enhanced in Product Configurator and Guided Selling of CPQ

  We’re thrilled to share a few exciting enhancements in Zoho CRM CPQ features that are set to make your quoting process more intuitive and efficient. Enhancements in Product Configurator 1. Multi-select option for Actions Imagine configuring products with

• Why there is "Failure" after the "Answer bot" card

  Hi, I'm building a Chat bot for my company. I implement the card "Answer bot" and after this card there is the word "Failure", then if I add another card, this card doesn't work. In this case I add the "End" card. Can you explain how to do to avoid this

• Inactivate a client or account

  What do I do with an account that is no longer in business but I don't want to loose the history. Is thee a way to inactivate an account or contact

• Cliq funtion not triggerring from Books.

  Gentlemen, I have been requesting the Zoho Books team for 15 days through various emails- then even escalated. The response that I get from Zoho is " Our back-end team is working on it......." It is a template-type response. I authenticated the link(Cliq

• Email formatting

  I am having problems with the standard formatting of emails which are sent from Zoho CRM. No matter what I do, the font reverts to a standard format of Times New Roman. If I create a template and send that then I have no problems but if I just send one

• Accessing Extension Created Functions

  Good day. I have recently been attempting to access a function from an extension that is installed on my crm in a standalone function I have created with deluge on Zoho CRM, however I have not managed to get this to work. I am attempting to send an SMS

• Sales Order & Invoices Missing From CRM

  Is there a reason why Sales Orders and Invoices do not show up under Accounts on CRM. I am quite certain they used to and its quite important detail.

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