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• Recent Topics

• Send an email with an attachment that is saved in a record

  Hi, I am trying to send an email with an attachment from the record. I tried getting the file via InvokeURL and also I tried getting it via get relatedLists. I was able to get it, however that only returns the name and details of the of the file - not

• Is there a way to fetch emails from our support email and create records in Zoho Create with that?

  Hello, I am looking for a way to be able to fetch new emails to send to out suppport email and create a ticket in our zoho creator App with? I thought of using the nodejs to create a function but we couldn't add the nodemailer npm packge. Regards,

• Delay not accepting fraction of hours?

  Hi, I have a simple flow, triggered by submit in a form. I set delay of 7.5 hours & then 16.5 hours each one sendingme an email. Having reviewed the flows, I see that the durations was just 10 hours, which confused me? I have to assume that 7.5 hours

• Sync WordPress Users Data

  How can I ensure real-time or scheduled synchronization between WordPress and Zoho CRM? We have written an article in which we have mention how we can "Sync WordPress Users Data to Zoho". If you find any missing part in this article please let me know

• Create Zoho meeting participants as contacts / leads

  Hi I have found that zoho crm meetings , created does not convert the emails to leads / contacts, Please let me know if this is the expected behavior and how to change it? thanks AJ

• Weekly Tips: Stay on Top of Work with Zoho Mail Streams

  You’re working on a big project, and all the updates from your team keep coming in from different angles. Some are sharing updates, others are asking questions, and you are constantly getting your inbox piled up with new information on the same project.

• Connexion Woo / Zoho Analytics . API

  Hello, I'm trying to set up the Zoho Analytics and Woocommerce connector but when I enter the user key and the secret key, I get this error message: Error building/reading/writing data. we've changed the path to access the /wp-json/ API to /secu_api/

• Custom Field in Zoho Projects pulling into Analytics

  We have a client that we have built our their new business process using Zoho Projects, and we have build a lot of custom fields with their their Projects where they are capturing specific data points that we want to be able to track and pull data, as

• How to quickly & easily search for Contacts/Accounts

  Just started with Zoho and it's seems pretty good but the one absolutely horrendous thing about it is searching for Contacts and Accounts. I could be doing it wrong and any advice would be appreciated. If I want to look for a Contact, then the process

• Authorization Issue While Fetching Items from Zoho

  I am facing an issue while retrieving items from Zoho. The error message states that we are not authorized to perform this operation. We have tested this with different domains as well as with different Data Centers, but the issue persists. Despite ensuring

• パラメーターの値をフィールドに入れたい

  こんにちは。 パラメーターの値を項目に格納したいと考えています。 例えばラベル名が「AFID」の項目があった時、「?AFID=test」とパラメータをつければ、項目「AFID」の中に「test」が格納される認識で、実際にその様に挙動するフォームもあります。 ただ、出来ないフォームがあったため、パラメータの格納条件について教えて欲しいです。 なお、目的としてはSalesforceのIdをリンクにつけたアンケートURLをお客様に送付して、リードに紐づくアンケートデータを格納したいと考えており、 「?SFID=001Q800000D9DwDIAV」

• Details & Limitations of the Free Forever Plan

  I cannot find any comparison/details about the Free Forever Plan. Can you please publish details of what are its limitations?

• Custom Fields in Record Rejection in CRM

  In the reject Response Can I add any custom field?? The Use Case is as Follow When the Manager Rejects the Record he should be able to select the Department, Procurement or Pre-Sales And a task will be assigned to that department look into the rejected

• win the week report

  I want to evaluate the task accomplishment for each account per week

• Power of Automation :: Automatic creation of the team in a project based on the selected project group.

  Hello Everyone, A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate

• SEO improvements with ZIA

  Are you okay? I would like to bring an idea that would be amazing to improve the product that is the possibility of being able to improve the SEO of the pages (this of each page or each article on the blog) through ZIA so that it could create page Summary

• Update Projects Task Custom_Fields doesn´t work

  Hi, why this doesn´t work? Thank you! deskmap = Map(); deskmap.put("UDF_CHAR3",desk_weburl); deskmap.put("UDF_CHAR2",desk_taskid); response = zoho.projects.update(org_id,projectid,"tasks",taskid,deskmap,"desk_task");

• Current loged in user?

  I was wondering does Zoho Projects have a global variable that returns the loged in user (name or ID). Like in deluge you have this option with zoho.loginuser. In the CRM if you want to send an email you can use ${Users.User Id} or any info of the user.

• Custom button to filter list

  I want to have a custom button in the Leads module that can be a single click to filter the list view and only show rows that match a certain criteria (such as "the value of Audience field is Client"). I have been able to add a custom button from within

• Listing Unviewed Invoices

  Zoho provides a standard view for "Customer Viewed" invoices. What would be more useful would be the opposite: "Customer Unviewed" Invoices, because those are the ones likely to need follow up (invoice went to spam folder, etc). There is a field, "Customer

• Zoho Creator Upcoming Updates - October 2023

  Hello all! As we step into the final quarter of this year, we're ushering in a fresh wave of improvements and new features to supercharge your experience with Zoho Creator. Join us today as we present the newest updates and enhancements for this month:

• Workflow rule not triggering on field update through API

  We have a workflow rule that should trigger when a project's custom Boolean field is marked as true. If this field is marked true manually by a user, the workflow triggers as expected. We have a Zoho Books function that updates this field on a certain

• [Free Webinar] Advanced UI/UX Customizations in Zoho Creator - Creator Tech Connect

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• [Training] Zoho Deluge Online Training Workshop

  Hello Everyone, We are much elated to invite you all to our upcoming Zoho Deluge online training workshop. Master deluge and automate Zoho applications The Zoho Deluge Online Training is an extensive 2-day workshop designed specifically for developers,

• Wombat dialer, Yeastar P-Series, Zoho integration issue

  hi i have a Yeastar P-series integrated with zoho, integration works fine except for calls generated by Wombat predictive dialer, it doesnt show customer caller ID, however in the thirdapp.log in yesterday, Zoho can detect the call but it doesnt pop-up

• Zoho Finance Workshop 2025 is Happening Now!

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Zoho Finance Workshop 2025 is Happening Now! 🎉

  Hello everyone! 👋 We’re thrilled to announce that the Zoho Finance Workshop 2025 has officially started, and we've already wrapped up the event in Chennai, our home ground! After an amazing session, we're geared up to visit more cities in India and take

• Is there a way to enable advanced analytics by defult

  There's an option on Forms called Advanced Analytics and it seems to be set on a form by form basis. If you don't remember to switch it on, the advanced data won't we collected. Is there a way to have it switched on for all new forms I create?

• Integrate Zoho RouteIQ into Zoho FSM

  How to determine the most efficient route for a technician when multiple work orders are assigned on the same day? I think RouteIQ can help here.

• Please Develop an API Documentation Platform Similar to SwaggerHub

  Dear Zoho Team, We would like to request the development of a product similar to SwaggerHub, specifically designed for creating, managing, and sharing API documentation. The goal is to provide businesses with a centralized platform to design, document,

• How to create a summary document from Projects details

  Hi, Our team is creating many projects inside Zoho Project. When closing a project, they write a summary document containing data from the projects it-self (understand project budget, customers, etc...), and editable (ie the document is either a Writer

• Managing credit cards

  Hi, I'm hoping someone on this forum can help me out managing credit card accounts.  Transaction are entered as expenses using the credit card account and, as expected, the card balance shows as a negative since this is clearly money I owe them.  Once I make a payment, of the full amount owed, I woudl expect the balance to become zero. It doesn't, the negative balance just keeps on increasing even though the payment is reflected correctly in my main operating account.  No-one at Zoho seems to understand

• Zoho Connect Ultimate in Zoho Workplace bundle ?

  Hello, I'm using Zoho Workplace for few years now, that includes Zoho Mail, Zoho Cliq, Zoho Workdrive and Zoho Connect Enterprise. I would like to use Zoho Connect Ultimate. How could I upgrade ? Thanks. Joffrey

• Zoho connect manuals and workflows

  Is there any plans to allow workflows to be triggered from changes or edits to a manual? It would get us over the line for deployment if there was.

• Multi Level Commissions

  Hi, there is a way in zoho to manage multi level commissions on Affiliations? I mean, affiliate A finds a new affiliate (Affiliate B). When Affiliate B generates a sale, will be generated 2 commissions, one for Affiliate A and one for Affiliate B like

• Zoho Training

  Greetings! I am trainer. My focus area is Project Management and MS Project. I have used Zoho CRM to a good extent. Though, I was interested in using ZOHO projects, as there were no live projects, I could not take it up for studies. Recently a client

• Add Trident-like Mail View to Zoho Mail

  All of the mail views in Zoho Mail are like a late 1990s throwback - especially when you have Vertical Preview mode, and have opened an email, the middle pane is basically useless. Trident does such a better job in terms of layout of contact, subject,

• Breaklines In Deluge/OpenAI

  I've created a model in OpenAI to take a transcript, summarize it in bullet points, and e-mail it. I'm able to format the e-mail intro and ending (the text I can control in Deluge), but I'm not able to format what gets sent and returned to OpenAI- the

• Customize Layout

  I am using "Customize Layot" for customize Quotation template but I try to add logo into the header by "%ScaledLogoImage%" code but dont add logo into header. what is problem?

• Notebook does not remember the window size and position

  Hello am using MS store version 3.3.0 It's not a big issue just a bit of annoying. App starts all the time on max size, after resizing, closing and reopening back to same state as the beginning. any way to fix it please?

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