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• Canvas responsive preview in different browser window causes re-authentication/verification

  I'm trying to design a view in Canvas. I am testing in a tab with a desktop view, and another tab (on my same desktop/IP) with a responsive view of an iphone. Every time I refresh, it boots me out of the previously used tab. If I forget to refresh the

• Is is available to access notes from mobile app?

  As you know we have a notes section in the mail system at the website but can I access the Notes from the mobile app? Thanks in advance

• New Assembly Screen - Doesn't Search by SKU

  When one wants to make an Assembly by clicking the plus sign from the "Assemblies" tab, the first step is to enter the Composite Item that one wishes to assemble. Logical, but the problem is that one cannot search that by SKU, only product name. This

• OpenAI Alert! Plug Sample #11 - Next-generation chatbots, Zobot + ChatGPT Assistant

  Hi Everyone! We have great news for all AI enthusiasts and ChatGPT users! The much anticipated Zobot integration with ChatGPT Assistant is now available with Plugs. Note: SalesIQ offers native integration with OpenAI, supporting several ChatGPT models,

• Contracts Management

  Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at

• Marketing Automation Emails Going to Spam

  Google is trapping all the marketing automation emails in spam. My domain has a perfect reputation and it looks like Zoho has a low reputation which is sending it to spam. When I pull the email out of spam and click on a link in the email, I get this

• Invalid OAuth Token When Using Zoho CRM API with Postman

  We're in the process of integrating Zoho CRM with our Django backend and currently testing the API endpoints via Postman. I've forked Zoho's official CRM REST API collection in Postman for this. Steps Taken: Created a Self Client via Zoho API Console:

• Adding Markdown text using Zoho Desk API into the Knowledge Base

  Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality which is able to support this operation ? Thank you in advance, Leandros

• IMAP as a source option in Dashboards

  Hi Team Can I request IMAP be added as a source option for running a report or creating a KPI in dashboards. I have selected all options and my IMAP linked emails are not showing, I can only check these by going to emails in a contact. Thankyou Josh

• Device Credentials

  Connection Credentials for my device. Where is this displayed in the application.

• Custom Function : Copy multilookup field to text field

  Hi, I'm a newbie on function programming, I try to copy text from a multi lookup field named "societe" to a text field named "societe2". I've used this code. In deluge script it seems to work, but when I trigger this function it doesn't work (Societe2 is still empty) Argument : Name : societe / string Name : societe2 / string Code : resp = zoho.crm._updateRecord("Societe",Societe.toString(),{"Societe2":Societe});  Can anyone help me ? Thanks a lot,

• Turn off Knowlege Base Follow options and Follower lists

  Is there a way to hide or turn off the option in the Knowledge Base for users to follow specific departments/categories/sections/articles? If not, is there a way to turn off the public list of followers for each of those things? Otherwise, customer names

• is there a better way to routinely export my project timesheets?

  Hi there, I am somewhat happy with how Zoho books handles time.  One thing that is missing is more user driven control over my data.  I have a workflow where I constantly need to give customers feeds of work done.  So I pick a project, and would ideally

• Zoho Flow - Create CRM Meeting - Expected input type is jsonobject

  I'm trying to use the Create Module Entry action in Zoho Flow to create a meeting in Zoho CRM. The participant field is throwing an error during debugging: "Zoho CRM says "Invalid input for invalid data. The expected input type is jsonobject." I've tried

• Zoho desk not sending call reference to user

  Hi, I am using zohone desk and have setup the call logging email address but sadly users are not getting a call reference notifying them that the call has been logged also can't see the updated call when it is going through faces. My question is, is there

• Zoho CRM and Books Integration

  Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending

• Can you please let us know how we can use Zoho for multi store?

  Hello Team, Can you please let us know how we can use Zoho for multi store because when we connect our plugin to Zoho and we create a product and then on another store when we create product with same name then product already exist error occurs, so how

• Learning how to customize templates via code and best practices

  Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template

• How to Add Custom Sections in the Product Page?

  Hi Zoho team, I’m currently using the Tranquil theme on Zoho Commerce and I have a question regarding the product page layout. Right now, under each product, I can see expandable sections like Product Details and Specifications. I’d like to add two additional

• Can you limit SEO penalties by delaying the appearance of a pop-up?

  Google is not keen on pop-ups and has got even less keen on them with the new Core Web Vitals updates. But I like using pop-ups. If you delay the pop-up so it only appears 10 seconds after the page loads, do you avoid Google’s penalties? 

• Assistance Required for Fetching Custom Subform Data in Zoho CRM Widget

  Hi Team, I am facing an issue with my Zoho CRM Widget. In the Quotes module, there are two Subforms — one is a predefined Subform, and the other is a custom Subform that we have created. In the Inspect console of my widget, I am only able to see the predefined

• Zoho Mail Shared Mailbox migration

  Hello! I am in the process of migrating our whole email infrastructure to Zoho Mail. We currently use cPanel for our email accounts and we want to migrate them to Zoho Mail using the migration tool. The problem is that we use an email for our sales department

• Have an input card for zobot that could collect Name, Email, and Phone or a message all at once

  It would be great to have an input card for the codeless bot in a form style that allows it to ask all relevant questions at once. at any point in the chat flow or conversation, This approach would simplify the interaction, making it easier and more straightforward

• Change DKIM From 20248 Bit Key to 1024 Bit Key

  I am having issues trying to change the Bit Key in DKIM from 2048 to 1024 so that it works with my Shopify Account. I can only find information on how to configure this when the Domain Key is added, but I couldn't find any details on how to change it

• Introducing ICR in Zoho CRM: Transform your printed text into digital data

  From writing on papyrus in the ancient times to creating a humble record in your CRM, the world may have evolved with how it used to record data, but data entry as such has not been simplified. It is still a repetitive and arduous chore on which businesses

• Can you change the width of a template, and/or the size of images we upload to the template?

  my images look good in preview, but are then skewed when sending email. Also, are image sizes "fixed" by which template is being used? Thanks in advance. CV

• Update Date field using a custom function

  Hello, In Zoho FSM, Equipments module, I created the following custome fields for tracking the calibration of the eqipments: "Calibration Required"; type: Checkbox; API Name: "Calibration_Required__C" "Calibration Interval (Days)"; type: Number; API Name:

• Zoho CRM API, Python SDK v7 Quoted_Items

  Hello. How do I use this SDK to retrieve the Quoted_Items from a Quote and downstream the items in a Sales Order I can see references to a constant INVENTORY_MODULES_ITEMS = ["invoiced_items", "quoted_items", "purchase_items", "ordered_items"] But I cannot

• Zohoのシステムについて

  ここで提供しているofficeソフトが使いたくて質問するためにユーザー登録をしました。企業を対象として事業展開されているようですがzohoのシステムがよくわかりません。writerやsheetなどのソフトを利用してもかまいませんか？また利用するときの費用はどうなっているのかとか組み込まれているbasicについての資料とか、要望事項を記してくださいと書かれてあったりとか質問したいことがたくさんありますがこうした質問が許されているのかもわかりません」 ここの書き方もよくわかりません

• Email de outra pessoa ja associada ao meu dominio

  Tenho um dominio e está falando que o email da pessoa ja está associada ao meu dominio

• Pin multiple columns and adjust column widths in CRM subforms

  Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

• MULTI-SELECT LOOKUP - MAIL TEMPLATE

  Dear all how are you? We need to insert data from MULTI-SELECT LOOKUP in a email template, but I can't do that, when I'm creating the template I can't find the field to insert it. is there any solution? PVU

• On create of Amc module get sub form data of last row and update in Schedule Vist End Date field in zoho crm

  @Iswarya B G @Bhoomi Joshi @Abinaya Praveen @Ishwarya SG @Haiku Technical Support On create of Amc module get sub form data of last row and update in normal module field Schedule Vist End Date field in zoho crm

• Announcing Early Access to "Zoho CRM for Everyone" — A new and exciting update to Zoho CRM

  We are delighted to announce an Early Access to Zoho CRM for Everyone— a truly democratic approach to managing a CRM, gift-wrapped in an exciting and intuitive user interface. Here, multiple teams across an organization can coordinate among each other

• How do I create a time field?

  I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field

• Magento 2 as data source for Analytics

  I see that Shopify is in Beta as a data source, any change that Magento 2 is in the works? We currently use Metrilo to parse our eCommerce data for marketing and would love to keep that inside our Zoho ecosystem. Thank you!

• Zoho Finance Issue in Deals (ZOHO CRM)

  I create almost all estimates/Invoi in Zoho Finance when I convert a lead into a deal or a contact into a deal. But in the Deals section, when I click on any person’s deal, I don’t see the estimations or invoicing from Zoho Finance at the end. May I know

• Restrict card movement in Kanban View

  Hello everyone, I’m wondering if there’s a way to prevent users from moving Deal cards in the Kanban view when grouped by Stage. On the Deal details page, I’ve implemented several validations to ensure users cannot change stages until all conditions,

• Everything you want to share — in ONE link

  Hey everyone, Say hello to our very own link in bio tool – Linkthread is designed to create a single customizable link that contains everything you want to share with your audience on social media. Welcome to the Linkthread Community! What's Linkthread?

• What is the difference between a template and a snippiet

  Hi there, I am currently working on optimising our service desk and improving the consistency of our responses. I have come across two tools that appear to help do this, templates and snippets. I was wondering what the similarities and differences are

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