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• Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?

  I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that

• Weekly Tips: Zoho Mail's Email Signatures for a Professional Touch

  We all may have noticed how much more polished an email looks when it is properly signed off, with title, contact info, or even a link to a website. Without it, the email can come across as incomplete or lacking professionalism. Whether you are sending

• Multiple Admin accounts

  We recently moved Admin access to our original recruiter (who left) and owner ship of the admin account is set to our CEO. I've asked to also be given admin access so he is not a limiting resource but he/we can't seem to find that out. He recently upgraded

• Global Search Custom Field

  I need to be able to search a custom field within a lookup field (see attached screenshot). The custom field will not glean any results

• Add "Repeating" functionality to Calls

  Tasks supports repeating tasks.... so why not calls.  Phone calls need to be scheduled on a repeating basis for many salespeople.  Then when they filter or report on PHONE CALL activity, they see calls, not tasks. It is not acceptable to have to schedule

• Zoho Books Product Road Map

  I am planning to look into Zoho Books to maintain my Company's Account Books. Is the roadmap of Zoho Books Development available online? What happens if you product dies, without an export feature to other popular Accounting softwares like Tally or Quickbook. Are we going to be left in lurch? Do you have a product road map? Regards, Vishal.

• Elevate email communications with Zia's Writing Assistant in Zoho CRM

  Hello all, Zoho CRM now brings a comprehensive Writing Assistant powered by Zia, designed to help users write clear, concise, and polished texts, for sending emails in CRM. Why you need writing assistant Communicating effectively is critical in sales

• Records not showing immediately.

  Hi, I keep coming across a problem when records are inserted, updated or deleted via deluge, the changes / new records or deletions aren't visible in the form's report. (Even after refreshing and clearing browser cache). I am experiencing this issue in both Google Chrome and Firefox. The records will eventually show up, but the delay can vary wildly. Below screenshot shows the report still showing a record which has been deleted via deluge.  When clicking "edit" on the record, Zoho displays a single

• Circuite fail because www.zohoapis.com:443 refuse conection

  Is anyone else experiencing this issue? A few weeks ago, I started having issues with circuits failing due to www.zohoapis.com:443 refusing the connection. The error message is quite clear and points to a problem on Zoho's API server, rather than with

• Does Zoho campaign de-duplicate based on mobile for SMS campaigns?

  Hi - We recently sent our first SMS campaign using Zoho Campaign integrated into Burst SMS and got feedback that some of our customers received multiple messages. Upon inspection, this was due to multiple contacts in our list containing the same mobile

• zoho formsのエントリデータに画像ファイルを保存しない方法

  ドライブの使用量を節約するために、画像ファイルを外部のドライブに保存していますが、 zoho formsのドライブ上のエントリデータにも画像ファイルが同時保存されてしまいます。 外部ドライブだけに画像データを保存する方法はありませんか？

• Zoho Flow Custom Function to Register Sale in Zoho Thrive

  Hi Thrive team, I want to create a custom function which sends purchase information back into Thrive for Affiliate commission. I'm stuck on how to setup the connection, specifically creating an OAuth connection through https://api-console.zoho.eu/ Please

• Open Link in Lighbox

  I use Zoho Sites and Zoho forms. Is there a way to create a link in Zoho sites that opens up the Zoho Form in a Lightbox in such a way that the user doesn't have to change tabs/windows in order to complete the form? In addition, I would like to create Links to videos with a light box. I want the light box as well so the user doesn't have direct access to the link on Zoho forms. Any assistance would be appreaciated. 

• How to add custom icons in Sites ?

  I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.

• FSM

  Hello, I have a question regarding the FSM system. Currently our company has setup the FSM which has two major parts, Requests and Work Orders. The system is set for Requests and Workorders to communicate with each other. Currently Request has 45gb of

• how to Add a TXT record in the DNS

  hi everyone, i am using https://pradairways.weebly.com domain for practice purpose, now a Domain Verification - pradairways.weebly.com is required ,how to add txt reocrd in dns and complete the process. thanks in advanced

• 3/26(水)開催｜5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ

  ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 3月開催のZoho ワークアウトについてお知らせします。 ※定員に達したため、受付を終了しました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的としたイベントです。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 Zoho Champion や、他の参加者と同じ空間で作業を行うことが可能です。

• 【開催報告】東京 ユーザー交流会 2025/3/19 エキスパートユーザーがZoho サービス活用における基本から応用までのノウハウを伝授！(CRM / Marketing Automation)

  皆さま、こんにちは。コミュニティチームの藤澤です。 3/19(水)に東京ユーザー交流会を開催しました。当日は22名のユーザーの皆さまにご参加いただきました。本投稿ではその様子をお届けします！ 当日の登壇資料などもこちらで共有しますので、参加できなかった皆さまもぜひご参照ください。 Zohoサービス活用事例セッション： Let's 活用！Zoho CRM レポート機能 2024年度のZoho Championである@松井 邦夫 さん（Zotion）にご登壇いただき、これまでのご経験をもとに「CRMのレポート機能」についてご解説いただきました。

• Permission Update Failed

  Dear Sir, I have downgraded from the trial paid plan to Free Plan. I am logged in as CEO - Administrator and trying to change the profile permission but getting error - Permission Update Failed. Please see the screenshot. In most of the pages I am getting

• Ability to re-order Workflow Rules

  We really need the ability to re-order workflow rules within departments.  Either the ability to drag/drop them into a different order or something.

• ZOHO DESK ヘルプセンターの言語選択メニューの表示方法

  ZOHO DESK のヘルプセンターを構築し、多言語化設定をしました。 顧客のヘルプセンター画面右上に言語選択メニューが表示されないため、弊社の契約先会社に問い合わせましたが、「通常は多言語化をオンにすると表示するためCSS を触り過ぎではないか」 という指摘のみでした。 試行中ですが表示できません。 何か要因となる情報をお持ちの方がいましたらご教授いただけますと幸いです。 ↓の赤枠を表示したいのですが、表示できません。

• I live a webhook of zoho flow and I don't know how to respond with the following json {"fulfillmentText": "Text"}

  dialogflow sending me data to the webhook, I do searches in my zoho application and at the end of my flow I need to give this answer to dialogflow ... I don't know how to configure the webhook response! how is it done? This is the answer I need to send

• Zoho Desk Invite

  I'm trying to send an invite via Zoho Desk to the email nwc.hd@telecare.com.sa using my account in Zoho desk rmsh7777.rs@gmail.com but the invitation or email is no received. I need your kindness to activate the account, please.

• Cannot read properties of null (reading 'className')

  Hello, I'm attempting to integrate the Zoho desk chat widget. It loads visually on most pages, but at some point, it throws this error and it never appears: Cannot read properties of null (reading 'className') Here is the full trace: floatbutton1_hXdnKUp…f6FPihRNT_T47_.js:1

• Zoho Support / Microsoft Outlook integration

  Is there integration between Microsoft Outlook and Zoho Support? If so, can you point me to the related documentation? I'm trying to understand how that would work.

• Unable to Send Ticket Reply as a Contact in Zoho Desk?

  Hi Zoho Desk Team, I am trying to send a reply to a ticket on behalf of a contact using the Zoho Desk API. My goal is to have the contact's response reflected in the ticket conversation, but I am facing an issue where only the ticket author can comment.

• Not receiving New Ticket Emails

  Hello! The company I work for uses the Zoho ticketing system, however, I've noticed I'm not receiving email notifications when new tickets are published. I have admin rights to see these tickets on Zoho Desk and respond to them, but am not receiving the

• Paste Screenshot in Ticket

  We love Zoho Desk, but we miss the ability to paste screenshots directly into a ticket.  I know that others have requested this functionality, but I thought it would be good to add it here as well.

• Refreshing screen collapses Starred Views and Expands All Views

  Just in the past few weeks I've noticed that when I refresh my screen, it now collapses my Starred Views section and Expands the All Views section. This is not how it used to work in the past. It is frustrating.

• How can I reduce the size of the lightbox?

  Hello - I want to reduce the size of the lightbox overlay function on my site. Currently it occupies the WHOLE screen when activated, which I'm not a huge fan of. Is there anyway I can reduce the size of the lightbox overlay? Say, it only takes up 75%

• Update multi-select lookup via API? Or allow for import of multi-select Lookups?

  When will the ability to update a multi-select lookup via API be available? Also when will we be able to import a record with multi-select lookups? I understand a linking module can help with this, but linking modules in our scenario would only be used

• Would like to create a bounce-back for incoming emails

  Hi all, I have a catch-all address, now from this I would like Zohomail to bounce back specific email addresses to the sender. Would like the server to send back an email from zoho servers stating that the intended addresse is no longer valid. while retaining

• Cambiar nombre de usuario

  Hola. Tengo una cuenta en zoho, por ejemplo Minombre @ midominio.es Y quiero cambiarlo a Miotronombre @ midominio.es Se puede cambiar??? Con la cuenta gratuita de zoho, cuantos nombres puedo tener en un dominio??? Gracias y buen dia

• Error in connecting to WorkDrive

  I'm trying to write a script to look in a specific WorkDrive folder and if there is a csv or xslx file, copy it to a different folder with a modified filename. That gave me the error: {"errors":[{"id":"F6016","title":"URL Rule is not configured"}]} So

• Help with Zoho Books Deluge code error

  I have this deluge code im writing for Zoho Books button, it throws an error: Check and update the code in line 12 as there is a Exception : Error at line :14 Improper Statement Error might be due to missing ';' at end of the line or incomplete expression

• Problem - cant add Users (i.e. Zoho one / CRM Users) to BCC or CC in email, i.e. Sales orders or Retainers

  I can go to zoho books email templates, and select any email template, and automatically include any Zoho One user, i.e. member of staff. However in the context of sending an email, it will not let us add a member of staff from the user list, instead

• Referring to Zoho user groups in Deluge?

  Hello, I am wondering whether it is possible to refer to Zoho user groups (with whom the application is shared) in Deluge. I currently restrict records to be viewable only if the login user created the record, but I would also like to make all records viewable if the login user belongs to group X. Thank you.

• customers enter orders?

  Anyway we can let a customer into CRM and enter their own orders , no access to anything else except history reports, no access to any other contacts. Greg Aanes 2109 Queen Street Bellingha WA USA

• Can I associate a lead with an account?

  Hello, Can I associate a lead with an account?  The only way I can do this at the moment is if I convert them from a lead.  But we have a situation where we have multiple leads for one customer so I will need to see both leads when I am viewing this customer. Thanks. Jason

• 404 error for sites

  I'm getting a 404 error for all the sites that I created...they were working just 4-5 hours ago....

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