ご検討中の方

• Recent Topics

• Change tabs order in tasks

  Hello, is there a way to change the order of the tabs in the bottom area of single task? Here: Thank you

• iOS Widget Not Working

  It appears that the iOS widget is not working, displaying a blank white screen instead of a selected note. I’m using app version 6.5.12 and iOS 18.3.1.

• Preventing auto-redirect to Parent Record on Save...

  Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",

• Changing salesorder_number via zoho flow

  For some reason updating salesorder_number via zoho flow does not stick. Flow is triggered by new sales order filtered by sales channel update sales order: PO#: CX${trigger.reference_number} Salesorder_number: CX${trigger.reference_number} PO# successfully

• I want to update the photo from the mobile app to the product tab product.

  I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app. Attached screenshot.

• Setting default From address when replying to request

  At the moment, if I want to reply to a request, the From field has three options, company@zohosupport.com, support@company.zohosupport.com, and support@company.com.  The first two are really internal address that should never be seen by the customer and

• Enable Image and Hyperlink Sync in Zoho Desk - Jira Integration

  Hi, We are using the Zoho Desk - Jira integration, which allows comments to sync automatically between a Zoho Desk ticket and its linked Jira issue. However, we have noticed a limitation: When adding a hyperlink or image in a Zoho Desk comment, it is

• Implement Date-Time-Based Triggers in Zoho Desk

  Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting

• Zoho desk Spam Folder

  Dear Zoho Support Team, We are experiencing an issue with Zoho Desk, where all emails sent to our customers are being marked as spam. As a result, they are not receiving notifications for new ticket replies. Please assist us in resolving this issue.

• Possible to filter out contacts that hasn't opened emails in Cadence?

  We use Cadences in various outreach - is it possible in analytics or reports to filter out the contacts that have not opened their emails?

• Fields are missed from lead generation

  Based on the following article, there should be options like "Push leads from all leads forms to Zoho CRM" or "Like my ad" or "Comment on my ad" in the Lead generation menu in my Zoho social, but they are not. Other options are available though. htt

• How Can Zoho Help Me Track My Driving Distance and Improve My Routes?

  I’ve been using Zoho for a while now, and it’s been great for managing my business tasks. However, I’ve been looking for a way to track my driving habits within Zoho. I’m a regular commuter, and managing my time and routes efficiently is really important

• Important: Zoho Campaigns updates on features and functions

  Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our

• Automatically Open an On-hold Ticket at Prescribed/Scheduled/Delayed Time/Date

  We have tickets that require followup depending on the situation. Is there a way to change an open ticket status to an on-hold status and assign a date/time that the ticket will set its status back to open? My use case is scheduling. We schedule work,

• Zoho CRM Roles to Zoho Desk

  I have created my role hierarchy in Zoho CRM, Can i import/sync those roles from CRM to Desk or should i create role hierarchy again in Desk?

• Audio transcript not working in Zoho notebook

  Greetings all! I'm enjoying the Zoho notebook as I tested out over other notebook applications. I would really love the audio transcripts to work as that would save us a lot of time so that we can utilize the notes from an audio recording. Currently when

• Calculating HMAC-SHA256 Hash Value for Webhook

  I cannot figure out how to accurately calculate the HMAC-SHA256 hash for a webhook. Here's the documentation I'm attempting to follow. https://www.zoho.com/in/expense/help/automation/webhooks/#validate-webhook I created a VERY simple "Raw JSON" payload

• How to make the Reprots field default to be empty when entering a new expense or remove it completely

  Currently the Reports field is defaulting to a specific report when entering a new expense. I would like that field to default to empty or remove it completely. That way the user can select the expenses to move to the report later.

• Zoho Billing Retrieve API issue

  I've been using the api below and suddenly I got error message as html since today. const customer_res = await axios.get( `https://www.zohoapis.com/billing/v1/customers?display_name=${account_name}`, { headers: { Authorization: `Zoho-oauthtoken ${accessToken}`,

• Decrypting Secrets Returned by Zoho Vault API

  Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",

• SPF verification

  Hello, I need help with spf domain verification. My provider accept text record but in zoho, it doesn't work. It return error.

• zoho notebook freezes alot

  i was happy that I have found a replacement for Evernote when i discovered zoho a week ago, but now things are falling apart. The notes freezes alot. I've not been able to do anything with zoho since yesterday. I use android. Any help? Or should migrate

• Use Zoho account with phpmailer

  Hello everyone. I am using phpmailer to send emails. In Gmail it works for me, but in Zoho I give me mistakes. In Zoho, I have activated 2 step authentication and created an app, as well as Hize in Gmail. Thanks in advance. The code I use for Gmail is

• Bought a domain and cant find where to configure the DNS settings to external site

  I bought a domain with Zoho and setup mail with it. But I want to forward that domain to another website? When I owned a domain with Google and with GoDaddy this was an easy thing to do. I can't even find anywhere to access my domains settings with

• Searching for Zoho CRM newbies or users who ...

  I'm looking for people who, like me, want to get started with Zoho CRM and use it better. For mutual motivation. Am I in the right place? Or are there other, more suitable Zoho groups for this?

• Wildcard / Regex in Filters

  Hi, I'm getting a lot of spam with recurring substrings in words but not recurring words. I need an email filter of the type "*xyz" where * means any characters, so it would trigger on both "abcxyz" but also "lojasdbgfgxyz" How can I do this? What wild

• cant receive emails pls help

  Hello. I can send emails but cannot receive them from 8 hours ago. Please, I need your help to fix it! My domain is MADE4YOUCOSTORE.COM Regards

• How do you select/display the Speaker that will be the chair/moderator of a Session?

  I could very well be missing something but I can't see an option for displaying the Speaker that will be chairing/moderating a Session There doesn’t appear to be an option for this in the available Session fields I can can’t find anywhere that would allow

• Issue with Pushing Invoices to Fatoora Portal in ZOHO

  Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,

• INVOICE NOT RECEIVED

  I NEED INVOICE FOR PAYMENT FOR ZOHO SUBSCRIPTION URGENTLY

• How to block a WhatsApp user for sending spam

  Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

• ENBD Business Bank Integration

  Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose

• Is there a way to immediately deny submissions on Zoho Forms?

  Hello, I'm working on a lead interest form for a healthcare provider. We offer telehealth services, but we are not able to operate in all U.S. States. I would like a way to immediately deny submissions on Zoho Forms, so that they don't have to go through

• Linking a Zoho Projects Task to a Zoho Desk Task via API

  Linking a Zoho Projects Task to a Zoho Desk Task via API Hey everyone, I want to create a task in Zoho Desk from Zoho Projects. We use Zoho Desk Tasks for workload distribution. As an IT service provider, we handle tasks generated from support tickets

• reports

  i want to see branch wise sales report accordingly how to customize it can you please give me a demo accordingly

• Quote printing

  The CRM software is relly amazing. It's just what we need to grow with...EXCEPT...for one big thing. Printing out quotes needs work. When I try to put a signature line at the bottom of the Terms, it prints as a bunch of quote markes. ("). When I have ZOHO make a PDF, it looks bad. I tried the Print Preview, and it looked much better, but to print it, I have to go into Print Preview and turn off the header & footer or else the URL info shows up. As robust as CRM is, it can't be that hard to fix the

• Chromium: On open Writer document , Aw Snap

  Opening Writer document does not work in Chromium browser. On open any document, it appears for the moment, then disappear with Aw Snap! Something went wrong displaying this message. Error code: RESULT_CODE_KILLED_BAD_MESSAGE Chromium: Version 136.0.7065.0

• Recurring Split Expenses

  Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individual

• Approval workflow for employee profile form

  Hi, i have a requirement that whenever employee updates certain fields in profile, it should go for HR approval   Specifically, I need to setup below   1. Approval should be triggered only if certain fields are changed. For eg. marital status, education details and address 2. New changes should be reflected only if those are approved by HR... if rejected, changes should not be updated in employee profile 3. Option to attach supporting documents for these changes while submitting for approval 4. Approving

• Multiple domains,

  Hi I have two domains set in one account on Zoho. One is primary domain and the other is alias. Can I switch these so that alias domain become primary domain? If I make my Alias domain to Primary, will I be able to send and receive emails using this

• Next Page