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• 1st Initial in Name Fields should automatically be capitalized

  Need to have the 1st initial in the First Name and the 1st initial in Last Name fields to always or automatically be upper case when entering data from the web or the system, but especially the web. It provides clean data, if we are capturing names of

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• Introducing Functions IDE in Zoho CRM

  Hello everyone! We hope you are doing great! We're excited to enhance your coding experience with a new IDE for Functions! This IDE is more powerful and is equipped with developer-friendly features such as executing the function without affecting the

• People 5.0 widget and API questions

  While creating Widget for People 5 I found couple issues that I can’t find answer on my own: 1) How to get leave requests according to this API https://www.zoho.com/people/api/get-records-v2.html. I tried: requestData = { "url": "https://people.zoho.eu/api/v2/leavetracker/leaves/records",

• Template Linkage invalid

  I am trying to add a website linkage in our Inventory Template. When I click preview template, linkage is clickable, while I try to export , the linkage is being invalid... Is this a bug in PDF exportation?

• Invalid OAuth Token

  Hi, I'm currently attempting to retrieve Contacts field metadata for testing as documented here: https://www.zoho.com/crm/developer/docs/api/v7/field-meta.html At https://api-console.zoho.com/, I have created a Self Client application, and generated a

• Enabling Call as an Activity type

  Hi all We've seen this video on using Calls to log, well, calls to clients. However we don't have the Calls activity type showing under the + next to Activities. I can't see any mention in the settings either. https://youtu.be/pyK1kNUcBjY Does anyone

• How do I delete my website?

  My website on Sites is no longer valid. How do I take down my website?

• WhatsApp and Zoho Creator Integration

  #Tips of the Day ======================================================================================== How to Connect WhatsApp With Zoho Creator. -> Create an account on WATI API EndPoint https://app-server.wati.io/api/v1/sendTemplateMessages Pass

• Enhanced duplicate check for Leads in CRM

  Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

• Adda signature in a quote

  Hi there, how can one place a signature in a quote?.. thanks!.. Alex.

• Zip Code or Post code assignment in Territory manager to distribute leads

  Hi, I am quite interested in Zoho due to multiple functionality but wanted to understand as a multinational multi- dealership infrastructure where we need our leads to flow through to various outlets based on their Zip or Post code, how do you assign

• Can I export to PDF in Zoho Learn

  I have seen help pages where export to pdf options are available but I do not see that option available from the application. I see that exprt is available in my free trial version but that is only to html pages. I need to be able to export my manuals

• Beginner - How to Preserve Opt Out Status When Importing Contacts?

  Greetings. Please forgive the elementary question. We’re struggling to get started in Campaigns. We have 2,500 customers in Lightspeed Retail POS. In the Lightspeed interface, some are marked as opting in to email marketing and some as opting out. Our

• Issue Uploading Attachment with Zoho Mail360 API using Deluge

  Hi everyone, I'm trying to upload an attachment using the Zoho Mail360 API in a Deluge function, but I'm running into issues. Here is the documentation I’m referring to: 🔗 Upload Attachment - Mail360 API According to the docs, the upload is done with

• Creating automation workflow to send a Zoho Forms

  Hi, Is it possible to create a workflow (automation) which sends a Zoho Forms when someone is adding to a specific segment?

• Meta and Facebook data report discrepancy

  I have been currently gathering manually facebook follower data thru meta. In zoho marketing plus the social media reporting only allows for page likes, and so there is a discrepancy with the data. please the difference in files attached. Is there way

• Received fatal alert: handshake_failure

  We have for most than 2 weeks these error, it is the third time these year webhooks arent working how they are supposed to. If we use an external sender ( POSTMAN) the webhooks work smootlhy Does anybody have the same error?

• Did Zoho have any solutions to manage distribution

  Hi guys. I just want to know if there are any solutions in Zoho inventory or any other Zoho product to manage distribution (Delivery tour) and track and transfert the stock from the warehouse to the van vendors The vendors sell many products for clients

• How to update Shipments >> Salesperson (External Lookup) custom field?

  Hi, I am creating Shipment and passing Salesperson(Custom Field - External Lookup) data from Sales Order but it will not updating, if anyone have any idea then guide me! FYI, I tried 1. customfield_id 2. api_name 3. label but not worked any of above.

• How to best import Downloadable Digital Products into Inventory

  I have a large number of downloadable digital products that are sold B2B (think PDFs) that I want to track the sales of alongside their physical counterparts in Inventory and be able to send Invoices for these digital products. These items have no cost

• Update Quantity in Item Table under PO with other custom fields

  Is there a way to multiply two custom fields to automatically update the quantity column on an item table under a Purchase Order? I'm looking for fool-proof way to update our quantities of loose items based on the different sizes of packs we receive inventory.

• RFID Scanning

  With the Stock Count Module and ability to have multiple Warehouses, the ability to scan items via RFID Scanners is a HUGE advancement and time saver. While RFID tags can be assigned we need to be able to connect the RFID scanner to Zoho Inventory app

• Zoho items price not fetch in shopify store

  why not fetching pricing with shopify store

• Route Optimizer

  Does Zoho Inventory offer route optimization for our in-house deliveries? It will save us time to manually route our daily orders. Thank you

• Blocking Specific Emails in Zoho Desk

  Hello! I would like to know if it’s possible to block a specific email in Zoho Desk so that tickets are not created from it. Could you guys help me with this question?

• Unable to Access cPanel - Site Can't Be Reached

  I am unable to access my cPanel at the following URL: https://mailadmin.zoho.ca/cpanel/home.do When I try to visit the page, I receive the message "This site can’t be reached." I have attempted to clear my browser cache and use different browsers, but

• Combine Zoho Social/Assist/Site24x7 and Patch Manager accounts

  I have an account (info@b__.org) account that I use to admin Social/Assist/Site24x7 and an account I manage Patch Manager with (kitv@b__.org). I'd like to combine the 2 and just use the info@ account to manage all products. Is that possbile?

• Message Id of emails from IMAP is not the same as Gmail's message id

  Hi, I'm working in deluge functions that get all emails of a module (zoho.crm.getRelatedRecords("Emails","Contacts",contact_id,1,200,{"type":5});), but the response message id of the email is not the same as Gmail's message id, Can you explain to me why

• Send out follow-up email in the same thread (threaded conversations in individual emails) from Zoho CRM

  Hi, I'm new to Zoho. I'm trying to send individual emails to my leads one by one. And I'll send out follow up email if I don't hear back from them later. However, instead of sending a new email, I want to reply in the same email thread so that the recipients

• Zoho Creator - Revamped Release Notes

  Hello everyone! We're thrilled to announce the launch of our revamped Release Notes page. We'll now be saying goodbye to the current layout and introducing a fresh, updated Release Notes page in its place. A wide range of people have provided us with

• Zoho Assist: soft focus remote image (remote is macOS)

  Hello Scenario: - Technician: macOS Sequoia - User: macOS Sequoia - Problem: The image on the technician side is a little blurry. I can describe it only as "soft focus". No changes to color quality of remote screen resolution make any difference. But

• Zoho Flow Debugging

  Hello I built a custom function that takes input via a webhook trigger into the flow. The custom function has input as strings and I have one single line that info each of the variables to debug. However, for each of the tests (instances of webhook triggers)

• Reports: Search Function

  Hello, Is there a way to fully customize the SEARCH. Instead of populating all of the available fields on form, is there a way to just select a few? Searching in KB but got no luck of finding a way..or how about on the Application IDE?

• How do you convert a deal to an invoice?

  I am trying to auto generate an invoice when a deal is marked as "closed won" and "payment status" (a custom field) is set to "Invoice". I then want to automatically send the invoice to a client to pay with credit card via the PayPal integration (or another option if one exists that allows credit card). I am using the "payment status" field to differntatie between deals closed won that were payed with cash from those that need to be invoiced etc. What is the best way to handle this?

• Is it possible to customise the lead conversion page in Zoho CRM?

  I am looking to add/remove some fields and permissions on the lead conversion page when you convert a lead. I can't seem to find any information on whether this is possible or not.

• how to unlock my domain with photos

  please give instructions

• Tag Limits for contacts module

  Hi,  I don't really understand the limits for tags which are mentioned here: https://help.zoho.com/portal/en/kb/crm/manage-crm-data/record-management/articles/tagging-records#Tag_limits Edition No. of tags per record No. of tags per module Standard 5

• Zoho CRM Recurring Tasks creates the entire series

  Hello all, we have the following issue. We use Zoho CRM tasks and we use them as recurring. at the moment however if you set a task to “repeat monthly” and “never end” it automatically creates a monthly task for each month until 2028. is it possible that

• Direct URL to "View Record"

  I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

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