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• Linking Purchase Orders to Task budgets

  Hi, We are a construction company within the mining industry. Our projects usually have fixed budgets (Cost budgets per task). Is it possible to link Purchase Orders to task budgets? I know you can link the Purchase order to a project, but this is not

• How to stop workflow running twice on a record

  Hi I have a workflow as below Trigger: Lead record is created/edited - Repeat this workflow whenever a lead is edited is NOT TICKED Condition: When Lead Stage is MQL Action: Reassign Lead, Create Task If the Lead goes into stage MQL, and then it changes

• FSM Function not executing

  Good Afternoon, all I am working on a workflow function in FSM and yesterday it was working fine. Now today when I select "Save & Execute" it does nothing. I even tested it with just a info statement and it is not executing. Any help would be greatly

• Create modules using natural language prompts

  Hello all, We’ve introduced a new enhancement to Zia that allows you to create custom and team modules in Zoho CRM using plain language prompts. Why this enhancement? Creating a custom module traditionally involves multiple steps—choosing field types,

• Allow all Company Users to view all projects, but only owner/admins can change projects

  I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks

• How to sync read mails to GMail?

  Hello I am testing Zoho TeamInbox but I have an issue with my connected GMail account. Whenever I read a mail in TeamInbox or even reply to it, the email stays as "unread" in GMail. Is this normal behaviour? I thought that with the 2-way sync of IMAP

• Look up field and show or hide section based upon selection

  Hi there, I am looking to show or hide a section within the opportunities module based on the value of the selection in the look-up field. This feature does not seem to be there Is there a workaround, and is this option coming in a future release? Thanks

• Import of Bank Statement DO NOT work - Date Mapping issue - Basic Feature Issue Becoming Serious Pain

  Hello, Yes, This is True. Importing Bank Statement feature is Not working as Intended. Facing few issues. Specially regarding the Mapping of Date field format. No matter how many times, we create a Case with Support team, they are NOT supporting in proper

• ZOHO NEEDS TO CREATE AN OPTION TO PASS CREDIT NOTE AGAINST SALES RECEIPT

  Zoho needs to find a way to pass credit note on sales receiptS. Creating a dummy invoice is causing major issues in tallying our sales figures and compliance with tax authorities.My system is tied to tax agencies and trying these options causes major

• INTERGRATION OF ZOHO BOOKS PREMIUM PLAN AND ZOHO INVENTORY STANDARD PLAN

  Hello. I was using Zoho Books premium plan with 3 branches and has been working well until I purchased Zoho Inventory Standard plan. Now my 3rd branch location has been deactivate din Zoho Premium. how can I solve this please since I use all the locations

• Download PDF from File Field with the name in another single line field

  Hi I am storing a PDF file in a File Field of a Form using Zapier automatically. now i need to download that file and set its file name as per the value stored in a single line field in that form. ANy turnout for that Thanks

• Custom Module missing SDK function fetchRelatedRecords(...) in a Client Script

  Good day, We have added a new module with a Multi-Lookup relation to Contacts.  When we tried to use the fetchRelatedRecords(id, related_list_api_name) function to get Related Records it is missing for our new custom module. https://js.zohocdn.com/crm/5124797/documentation/DotSDK/Modules.html

• TeamInbox and Desk Integration is Broken

  I use the TI -> Desk integration a lot. Today, it broke, again. When I go to create a Ticket from TI, an error message on a red background is shown "oops something went wrong". Checking the developers console on my browser, there are many 500 errors relating

• Couldn't connect to host, port: wordpress2224249.home.pl, 143; timeout 10000

  Hey, i get a error up "Couldn't connect to host, port: wordpress2224249.home.pl, 143; timeout 10000" But i tried same passwords and info. to make imap on hotmail. and it works flawlessly. Has to be something with zoho....

• Reply-To Match condition for Inbound Mail Messages

  I've trying to setup a rule to match the "reply-to" header but can't find any condition that would match this in Zoho TeamInbox rules. The business case is that I've setup my team inbox to be a member of a google group. The result of that is that emails

• No Emails Flowing To Zoho TeamInbox

  From today, any emails we send to our TeamInbox addresses fail to be delivered. Our TeamInbox is connected via IMAP to 2 x Zoho Mail accounts. If I log in to those accounts directly via Zoho Mail, I can see all the emails landing in the inbox. The emails

• How to download Renamed File that already updated to Zoho Creator.

  Hi members, I construct a button with report workflow. link = "https://creatorexport.zoho.com" + zoho.appuri + "report_link_name/File_upload/image-download/" + input.File_upload; openUrl(link,"new window"); This script able to download the file. But I

• Merge Join PDFs Zoho Creator

  Hi all, I have a field where users upload PDF, is it possible to join those pdfs into one with a function or something? Regards.

• Mail API Get Email Attachment Content Returns HTTP Status 406

  Hi, I am trying to get the email attachments via the Mail API (https://www.zoho.com/mail/help/api/get-attachment-content.html) in PHP using CURL. I am able to get the Email Content and Attachment Info (https://www.zoho.com/mail/help/api/get-attach-info.html)

• Not receiving email from Zoho to active account

  Dear Zoho, I have an account (giahuy@bincorporation.com) can not active to log in zoho. Status: inactive. Please help me to active that account. Thank you very much!

• What is the reason I can't send emails

  What is the reason I can't send emails?

• 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 Desk app update - Activities module support

  Hello everyone! In the most recent version of the Zoho Desk Android app, we have brought in support for the 'Activities' module. You can now access activities as a separate module and manage your events, tasks, and calls within the mobile app. Also, you

• Using lookup field in Formula field

  I created the following formula field to get string output based on Lookup field values Lead and Account: if(${Communications.Lead}!='','Lead',if(${Communications.Account}!='','Account','Other')) The syntax seems correct, but I'm still getting an error.

• How to associate a document sent in Zoho Sign with an deal in the CRM?

  Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document

• Improved record access with the Default Access Level feature

  Greetings, I hope you're all doing well. We're excited to introduce Default Access Levels, which enable you to grant access to your peers' records when necessary. What problem does it solve? Organizations typically have hierarchies wherein higher-level

• Error sending an email

  Hi, I'm trying to send an automated email (receiver is always the same) via Deluge function. It was working perfectly, but yesterday the receiver's mailbox got full and started returning this error: { "data": [ { "code": "NOT_ALLOWED", "details": { "reason":

• emails to AOL / Yahoo bouncing

  When I send email to an AOL account this morning, I receive the following error: -------------------------------------------------------------------------------------------------------------------------------------------------- This message was created

• New Agent Creation - Not Receiving Activation Email

  I created multiple new agents within Zoho Desk with no issue. Everyone one of them received the activation email except one. The email is correct and confirmed multiple times. It is not located in the Spam folder. I withdrew the activation and recreated

• Can I access the root directory?

  I would like to add push notifications to my site and I need to add the code to the root directory.

• Templates when adding a ticket

  Hello, When adding a ticket and crafting a description is it possible to have the templates available? I would like to do it all at once vs creating the ticket then navigating to the ticket to send the initial contact. Thank you,

• Retrieving a sandbox

  Is there a way to retrieve a previous sandbox build?

• Calculate your investment's value with the NPV, PV, and FV functions in Zoho Office Integrator

  Hi users, We are pleased to introduce three new formulas in Zoho Office Integrator's document editor: Net Present Value (NPV), Present Value (PV), and Future Value (FV). These formulas allow you to calculate the value of your investment over a specific

• Last name is being added into first name

  We have noticed in our campaigns that the last name is being included with the first name for some people. We have gone through the CRM and they are all entered correctly. Does any one have any ideas how why and how to fix this?

• Sending User-centric reports to all users

  I would like to automate an e-mail report to all users that sends them a weekly e-mail listing their open Potentials.  I've created a Report that uses the ${CURRENTUSER} criterion and scheduled the report to send to several users, but they all receive

• Let's build a dashboard with Cliq Widgets!

  While juggling multiple tasks and tracking real-time data, you face a strict deadline for delivering a quarterly analysis report on a blank canvas while switching between different apps. Sounds exhausting, right? What if you could streamline everything

• How to filter by null values

  Is there a way to filter a widget by null? I want to get a list of records that don't have a date filled in and can't seem to see how without going through a query. Is it possible to do it through the widget filters? Thanks.

• 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

• View Reference Values in pick list field not showing

  Dears, I want to create a custom field, type "Pick List", to define the language of a Lead. I want a pick list with some options value ("en", "fr", "de", etc.) and I want to display this options with a reference ("English" for "en", "Français" for "fr",

• Quais são os maiores desafios que você enfrenta ao implementar o Zoho CRM?

  Olá, pessoal da comunidade Zoho Brasil! Sou parceiro autorizado da Zoho e, ao longo do tempo, tenho notado que cada implementação de CRM traz desafios únicos, dependendo do segmento de negócio, das metas da empresa e até da familiaridade da equipe com

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