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• Live webinar: Mastering financial presentations with Zoho Show

  Hey there finance professionals! We know many of you are currently knee-deep in report creation mode to wrap up the fiscal year for your organization. Creating a presentation to communicate essential financial data isn’t simple, with all the calculations,

• Rejected Accounts still listed for Deal

  Hello guys I have a approval process thats validate the Accounts in CRM The issue is even when a account is rejected you can open a deal with it It's not supposed to appear in the lookup field or the approval process become pointless Can you guys help

• Optimizing Zoho CRM & Xero Workflow – Advice Neede

  Hi everyone, We’ve been using Zoho for all CRM functions and Xero for all accounting, but the workflow between the two has become difficult to manage. The business does not want to move from Xero, as it's the accountants’ preferred system, but we need

• Can't create task programmatically using deluge

  I have a Date/Time field like this when it is edited, I want to create a task using deluge function. I use the code below to create a task. but unfortunately, the task is never created even I run it using 'execute' button on function editor. what went

• Open word documents directly within zoho writer without converting

  There was an article in the help page that said that there would be a feature where zoho writer can directly open MS Word files without the need to convert those files to zoho format. It was said that it would be available by Q1 2023. Here is the article

• Not receiving email at Outlook

  Hi, I've set up the account and can do everything except receiving email at Outlook. Please find print screen below parameters configured and advise what could went wrong. I can send email from both Webmail and Outlook. I could, however, receive email

• Office 365 and Zoho CRM

  Does anyone have this synching properly. I configured it and the Zoho Calendar shows up in 365 but nothing comes from 365 into zoho crm. I have enabled the two way. No errors are being generated. If anyone has some insights I would really appreciate

• To unblock , ensure atleast 5% free space of your total mailbox size exists after email deletion.

  Bom dia, Já deletei todos os e-mails , mas ainda não consigo desbloquear o e-mail comercial@hidrotecnicauberlandia.com.br. Já faz dias que deletei, mas ainda não desbloqueia quando sigo os passos de UNLOCKED ME. Por favor me ajudem.

• Kiosk Page Refresh

  We have a Kiosk running from a button in contacts to update values and also add related lists, which works great, but when the kiosk is finished the page does not refresh to show the changes. Is there a way to force the contact to refresh/update when

• Zoho does not send invitation email if meeting is created in calendar

  Problem: I create a meeting in calendar and add attendees. After "Save" button it asks me if I want to send email to all ettendees, I click Send. But none emails are sent. I did try that over outlook (connected thru active sync) or in zoho web mail. Nothing

• Change Background in PDF Template

  Background PDF Hi, I want to ask a question. I want to create a background template with my own image. Above is an example that I made, why does the result not fit the A4 format? Like cut off. I used an A4 Portrait image, is there a size error? can you

• Spotlight #7 - Automatic Transitions in Blueprint

  Previously, records could not be moved from one state to another without user intervention. With automatic transitions, move records from one state to another automatically, when it elapses its pre-defined time. This Spotlight discusses how automatic

• Accepted meeting invites not showing on calendar

  I can receive a calendar invite to a meeting, I confirm I can attend and hit accept. I then check my calendar and it doesn't show. 30 seconds later, it does show up but it is delayed leaving the feeling something didn't work correctly. Can this be improved,

• Cross module filtering is now supported in CRM

  Editions: All DCs: All Release plan: This enhancement is being released in phases. It is now available in AU, JP, and CN DCs. Help resource: Advanced filters The Cross-module filtering enhancement is now available to all CRM accounts in the following

• No fue posible enviar el mensaje;Motivo:553 Relaying disallowed. Invalid Domain - admin@laboratoriosantarosa.org

  Hola Renovamos después del tiempo el dominio, y luego de eso se cayó el servicio de correo. Seguimos las indicaciones que se indican en este articulo, sin embargo, hasta el momento solo podemos recibir correos pero no enviar. Hemos actualizado los registros

• Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details

  Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below -  please check what went wrong. Thanks

• Error AS101 when adding new email alias

  Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.

• My IMAP mail suddenly stopped working

  On my iPhone and iPad, IMAP stopped working for my Zoho account with the error "User name or password incorrect" and "Invalid credentials failure" however I was able to access via web with the same credentials. Also stopped working on Apple Mail client.

• When choosing custom view, load a particular Kanban view by defualt

  I have two custom views defined (say viewA, viewB) in the Leads module. I also have a Kanban views (say K1 and K2) defined in the Leads module. What I would like is that if I select viewA, it automatically loads Kanban via K1. If I select viewB, it automatically

• Use result of one formula field for another formula field

  Can I pull data from one formula field as one of the values for another formula field? I tried doing it and it's returning an "invalid formula" error so I'm not sure if I made the formula incorrectly or if it's just really not possible to do that. Also,

• Windows Desktop App - request to add minimization/startup options

  Support Team, Can you submit the following request to your development team? Here is what would be optimal in my opinion from UX perspective: 1) In the "Application Menu", add a menu item to Exit the app, as well as an alt-key shortcut for these menus

• Export all Zoho desk tickets for past 3 months

  Hi I need to export ticket data from Zoho Desk. Specifically, I'm looking to: Export the last 3 months of tickets⁠ include ticket categories, timestamps, resolutions, agent responses (basically as much data as possible) the ticket content being the most

• Zoho Calendar (Refresh Rate)

  Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change

• Unattended Sessions - Groups and Access

  I would like to see Groups to organize Unattended Computers (what is currently labeled "My Computers") and a way to restrict access to individual users to specific groups.

• No Hope for Zoho Meeting

  Zoho Meeting is just the poorest meeting app I've come across in a long time. The support sucks too. I called to see if there was anything that could be done on the backend and while I was on a test meeting with support the video was lagging and freezing

• Add clients without needing a client company

  I, like many people, deal directly with individual clients rather than companies. It's really obnoxious to have to add a client company and treat my client, who is an individual person, as a company. Zoho - can you please build in a way to bypass the need for the client to be part of a company? This is a problem in cliq as well - I want to invite my clients to channels in Cliq but needing to create a company is confusing for them and makes them feel as if they don't belong on the app. But that's

• Client reminders

  Hi Is there anyway to send automatic client reminders when we are pending a response from them? For instance, in a blueprint, say you have a transition that asks them for some additional information... They may take a while to reply, so is there a way

• Add Image Upload Field to Zoho Bookings Registration Form

  Hi, We would like to request the addition of an image upload field to the Zoho Bookings registration form. Currently, Zoho Bookings only supports text-based fields (e.g., Single Line, Multi-Line, Email, Checkbox, Dropdown, Radio Button, and Date), but

• Current Year Merge Tag

  I am looking for a way to add the current year dynamically to email campaigns. For example "Copyright 2024", so that templates are always up to date and this would also really help with automations. Another example could be a Happy New Year email which

• Blueprints: Create Global Transitions

  Dear Zoho Team, it would be nice we could create global transitions for blueprints. The use case would be the following: We have 4 different processes with the same transitions in different orders. We could create 4 different blueprints, but whenever

• Check-in and check-out time calculation discrepancy as shown in a screen recording

  Please see linked screen recording for my question: https://workdrive.zohoexternal.com/external/94dd0267dc877b3f827cc09b294625105627680700cec50e71d36c08e94cb257

• Zoho marketing hub integration with WordPress WooCommerce

  Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

• Need help in search with formula culums in reports

  Hello, I do not know where to start with this one : I have a customer report with all that was bought and paid by my customers. It can be many records for one specific customer. Ex. Customer A has 1 record for a purchase of 1000 $, and 2 records of payments

• how to send recurring estimates instead of recurring invoices

  Hello, Is it possible to use the recurring invoice functionality to send recurring estimate to our customers ? We first need to send them an invoice in order to receive their purchase order and then send them the invoice with their purchase order number

• AS101

  I'm having issue while adding email alies to an email. Please help.

• Tracking UTM Campaign information in CRM

  Hi All, We have had this questions asked a few times lately so thought it would be a great idea to post it here for others benefit.  Many have asked this: How can I track campaign information in CRM from my online campaigns and report on UTM tracking details?  Below is what we have set up for other businesses who are using UTM Codes for all their campaigns. Follow the 4 steps below to set this up for your CRM: 1. Create Fields in CRM Leads Module Add a field  in the Leads module called 'Referrer

• Adding fields to campaign members

  Is it possible to add fields to campaign members? I want to be able to insert a date that certain actions happened as we progress a client, but can't see where or how I might be able to do that

• Amazon Integration

  Hi, I am seller on Amazon , & I would like to sign up for Zoho books. However my question is can we automate/integrate invoicing, charges and returns in amazon with Zoho using API? Do you have a developer for this? I did take a look at zapier however it just has a create Invoice function nothing else.

• Remove Zoho contract upsell at customer sign completion page

  Hello, I am going through testing for a zoho contract for my organization and I noticed that after the customer signs the contract they are forwarded to a completion page that tries to sell them on using zoho contracts. I find that very unprofessional

• Retain Jira Ticket When Merging Tickets in Zoho Desk

  Hi, We would like to request a feature enhancement for Zoho Desk's ticket merging process regarding Jira ticket retention. Current Behavior: When merging two tickets (manually via the interface or through the API), we can select the "master" ticket into

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