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• How to modify query from a DataBridge Connection

  Hello, I just installed the new DataBridge tool to import data to our Zoho Analytycs account from our local database. It works well so far, and data gets sync every day. The only issue that I found is that we do not know how to modify the query that imports

• Duplicating Forms doesn't duplicate Forms attachment path to workdrive

  Hi, I have this user, who uses one forms and duplicates it when needed and update the content. For him, it's important to have the submission forms saved in a specific folder inside Workdrive (as this PDF is transmitted later to another team). However,

• Add Lookup Field in Tasks Module

  Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

• Tip of the Week #55 – Assign roles to inbox members

  Ever heard the phrase, "Right people, right access"? That’s exactly what you can achieve in Zoho TeamInbox by assigning roles to your inbox members! In any team, not everyone needs the same level of access to your shared inboxes. Some members may need

• iOS 18 is here! Discover the enhanced Bigin app with iOS 18, iPadOS 18 and macOS Sequoia.

  Hello, everyone! We are excited to be back with new features and enhancements for the Bigin app. Let us take a look at the new iOS 18 and iPadOS 18 features. The following is the list of features covered in this update: Control widgets. New app icons.

• Basic Lookup Field Update Function

  Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similar

• Fourth Insight - The power of Multi-Layouts

  The Wheels of Ticketing - Desk Stories The power of Multi-Layouts In the previous insights, we have established that layouts are the foundation for a ticketing system, and fields are the building blocks for the same system. Fundamentals of layouts Fields

• Filter Multi-Line Properties with Plain Large Text

  To be able to filter fields that feature Plain large text, I am only able to filter on plain small text when you offer 3 separate options.

• One notebook is on my Android phone app, but not on Web or PC app.

  This problem started in stages. At first my phone was occasionally failing to sync. Then I noticed two things added to my Phone App. One was an existing notebook had a new cover, and the other was a new Note Card with an odd text in it. These were only

• App Crash on MacBook Pro

  Hi Zoho, I am still struggling to keep Zoho Notebook stable on my Mac platform. I have sent in a couple of crash logs and I am making sure I have the latest version from the Mac App store. I love this application and really want to get it stable. The

• Share saved filters between others

  Hi, I am in charge to setup all zoho system in our company. I am preparing saved filters for everybody, but the only one can see its me. How can others see it? Thanks

• Unable to invite contacts

  Hi! I'm unable to invite contacts as end-users from my trial account. The green pop-up displays "Invited succesfully" but the email never arrives, nor the re-invitation - even though it's "sucessfully" as well. Tried with several e-mail accounts, even

• ZOHO BOOKS - RECEIVING MORE ITEMS THAN ORDERED

  Hello, When trying to enter a vendor's bill that contains items with bigger quantity than ordered in the PO (it happens quite often) - The system would not let us save the bill and show this error: "Quantity recorded cannot be more than quantity ordered." 

• Automating Sales Order Confirmation & Picklist Generation in Zoho Inventory

  Hi everyone, I’m looking to automate the sales order creation and confirmation process in Zoho Inventory, along with the automatic generation of picklists with bin-level details. Here’s what I need: Sales orders should be automatically created and confirmed

• Parent-Child Tickets using API or Deluge

  Hi Everyone, We are looking at the parent-child ticketing features in Zoho Desk. We want to be able to create a parent ticket at customer level and nest child tickets underneath. The issue we are facing is to be able to automate this. I'm checking the

• Spotlight series #7: Path animation

  Animating objects on your slide helps make your presentations lively and interesting. Animations add movement to an otherwise static deck, which helps grab your audience's attention. While you can animate your objects' entry and exit, or use animation

• Generate Unique Customer ID for Each for All Contacts

  Generate Unique Customer ID for Each for All Contacts

• Zoho Thrive is getting a revamp: Here’s what’s changing

  We’re excited to bring you an upgraded Zoho Thrive experience! This update features a more intuitive interface, improved navigation, and enhancements to help you manage your affiliate and loyalty programs with ease. What’s new? A more flexible start:

• Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

  Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?

• Zoho Forms to Zoho Projects

  Can Zoho Forms be used to collect task details and automatically create a new task under a specific project in Zoho Projects upon submission?

• Quick resend/One-off send function

  Sometimes I might follow up with someone that opened an email and they say "Can you please send the email to me again?" Also, on occasion, a new person may have joined my mailing list and just missed a recent campaign, so it would be VERY handy just to send them the campaign email. Obviously, there is currently no quick or easy way to do this. So, would it be possible to have such a feature? It could work from a number of places, but probably the quickest and easiest way to implement it is under

• Cliq iOS can't see shared screen

  Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

• Workdrive - copy permissions

  I am trying to customize sub folder, which I understand fully from below https://help.zoho.com/portal/en/kb/workdrive/team-folders/manage/articles/customize-folder-permissions-in-a-team-folder#Customize_permissions_during_folder_creation However I want

• campaings flagging domain error but crm says OK

  campaings flags error with domain buy crm says notig wrong - this is new, help

• Zoho Books - Currency Conversion

  I am trying to convert all the transactions into another currency such as converting multiple currencies into global USD Currencies. How Can I do this ?

• Changing Default PDF Name

  Is it possible to change the default name of a PDF? As of right now, all of my quotes are named 'QT_$QuoteNumber' (i,e: 'QT_19803471298374) - would it be possible to change this to: '$CompanyName - $AccountName - $QuoteNumber' for instance?

• Sum Total of various fields in child module and add value to parent module field

  Hi! Having trouble with a custom function, im trying to calculate the total of all the rent and sqm fields of our offices in Products module and have them transfer to the parent module Location. The API names are as below: Child module Products = "Products"

• Singup Form Embed code won't load

  I created a new signup form, and can't seem to get the code to load in to make it usable. It is constantly stuck with the loading image. The only code I can access is the iFrame code.

• Workflow : Update a multiline text field

  Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks

• how to prevent double entry

  How to set up a form so that someone cannot fill it out twice or more Thanks a lot

• "The data you have entered already exists" when trying to create contac@mydomain.com

  Hi all, Our domain is ananasjuicebar.com. Working as admin in the control panel: When I try to add the email account "contact@ananasjuicebar.com" I get the error: "The data you have entered already exists" I've tried creating a new user or creating a new group with this address associated. To my knowledge this address has never been added and I can also not find any reference to it. (Shopify used this address to send customer notifications BEFORE setting up Zohomail.) Any ideas? are there any restrictions

• Incoming Emails Are Delayed by 20 Minutes

  Emails are showing up in my Zoho email 20 minutes after they were received. Is Zoho having problems with their servers at the moment? This started happening about 3 weeks ago.

• CERTIFICADO DIGITAL - BRASIL

  Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?

• Xcode 16.2

  I am facing multiple bitcode enable issue with Zoho. Which version is compatible with xcode 16.2 or version with out bitcode Flutter 3.27.4 pod 'ZohoDeskPortalCore' pod 'ZohoDeskPortalServices'

• Sharing shreadsheets

  My wife and I each have zoho accounts. If She creates a spreadsheet and shares it with me using my email that is associated with my account, zoho shows a warning that I do not have a zoho account and the only way I can access this file is via the link

• Currency Data Type Issue

  Hi, I'm running into an issue with the currency data type conversion with the pipeline tool inside Zoho Analytics. Basically, when the table is added to the pipeline, the columns with currency data type will be converted to text type. I assume it's because

• Filter Vendors/Suppliers from Campaigns

  We are unable to filter out our vendors/suppliers from any mass campaigns we send out. When synching our CRM contacts within Campaigns, we are unable to map the "Vendor Name" field. We have tried to create a segment from our all contacts list but to no

• Error: Unable to save integration in Desk

  I have a problem when I tried to integrate Zoho Desk within Zoho CRM. When I try to integrate Zoho Desk through the marketplace of Zoho CRM I get the message "Unable to save integration in Desk" I did the configuration and everything looks good but when

• Zoho one web page are not available

  Why I am not able to enter to zoho one web page?

• Automatic Pick LIst

  The pick should have the feature to send you to the FIFO location and tell you from wich bin you should get the product. Depending on FIFO LIFO or what we choose

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