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• Recent Topics

• Deleting Records Older Than 14 Days

  I have a form called vacancies that contains a field "status_date". I need to create a schedule that runs once a week and if the status date is > 14 days it deletes that record.  I would appreciate anyones help.  -Aaron 

• I need open my email in Zoho from oulook account

  Hi Can you help me to solved this First, I’m unable to access my email account via Outlook. Second, when I send any email from my Zoho account, it doesn’t reach Gmail inboxes. Thank you for your support

• Default value for Subject field in Case module

  I would like to add a default value to the Subject field in a custom module based on the Case module. Since this field is mandatory, I can't use a workflow rule that adds a default subject if the field is left empty. So I would like to display a default

• Zoho Payroll's USA and KSA editions are available in Zoho One!

  Greetings! We’re excited to share that Zoho Payroll, currently available only in India and the UAE, is now introducing the KSA (Kingdom of Saudi Arabia) edition and the USA (United States of America) edition, and these editions are now available in Zoho

• Zoho books and venmo

  Hi, Is there a way to hook Venmo into zoho books? I have a Venmo business account and want to be able to sync that. I know you can do it with the paypal integration but I dont want to use paypal for the fees and that doesnt allow me use/integrate my current

• Create custom field using API.

  Hi Zoho Support, can we create the custom field using Zoho API? Thanks, Parth Moderation Update: I'm locking this post as the feature has now been implemented. Please refer to the help link provided in the comment below.

• I don't really understand leads in the campaigns tab on Zoho CRM

  Good morning, fellow CRM users. I am having quite a hard time understanding the leads in the campaigns tab. In this particular campaign in the screenshot below, we sent out emails to our mailing leads through Zoho Campaigns, and the data is linked back

• what is the header code and footer code, do you provide it for my website

  I am unable to understand few terms in making website, i need your help in header code, footer code, face book pixel integration etc..

• Zoho DataPrep

  Zoho DataPrep is not updating the dataset. I post the updated dataset in Zoho WorkDrive under the same file name. (I delete the old file and upload the updated file with the same filename.) Zoho DataPrep is supposed to pull the dataset from Zoho WorkDrive,

• Zoho Assist Unattended Access prevent my Windows 10 Pro business computers to sleep (ever)!

  Since I begin my trial period of Zoho Assist (Unattended Access) for business, I have sleep mode issues on all my business computer. In fact none of the sleep delay worked or even if I manually click the "Sleep" button into the Start Menu... After using the "powercfg -requests" command from Microsoft to troubleshoot sleep issues, I see that Zoho was responsible to all my sleep issues. Of course after uninstalling Zoho Assist Unattended Access from my test computer, the sleep mode returned to normal

• zoho notebook won't let me sign in on arch linux

  just gives me an eternal loop when i try to sign in within the app. signing in with google does the same, showing the blank white screen in browser at the same time

• Where to find User Performance Page in CRM?

  Hi all Just googling answers to another forum post I've just put here when I found this page; https://help.zoho.com/portal/en/community/topic/forecast-performance-analysis-public-early-access-2023 It shows this User Performance Page screenshot. I can't

• Zoho Payroll: Product Updates | April 2025

  At Zoho Payroll, we’re always working to make every payday feel effortless. And sometimes, that means listening closely to your unique needs. This month, we’ve focused on adding features that give you the flexibility to pay your employees based on your

• How to mass update member status in a CRM Campaign?

  Does anybody knows how to mass update member status of the contacts (or leads) associated to a campaign. I can click on a campaign record and go to the Contacts in the Related List fields but then it shows only 10 contacts per page at once. It is hard

• CRM API w/ Self Client (Administrator): You do not have sufficient permission to associate this record. Contact your administrator.

  I am using the CRM API and am having an issue creating a contact. I've successfully created a contact linking to an existing account by ID, but then when I created a separate test account (which succeeded) and tried to create a contact linked to that

• Allow non admins to create folders

  I want to allow users in my company to create their own reporting based upon selected Datasources, however they currently can't create folders to save their work in. This can only be done by admins, which seems excessive. Is this possible ?

• Filter a report for a specific bank and a specific transaction type (interest income)

  I am trying to run a report - any report - on a specific bank account for the interest income. I do not see it as an option. I can see the Bank Account under Account in the Filters, and I can see the Interest Income under Account in the Filters But I

• How to launch ZohoIQ by clicking on URL

  I want to add an option for visitors to launch the chat by clicking a hyperlink.

• Error: Unable to save integration in Desk

  Hi, Problem here. When I try to integrate Zoho CRM with Zoho Desk, I get an error when saving: Unable to save integration in Desk. See print screen below. I'm selecting the right accounts and fields, so not sure what's going wrong.

• Sendmail based on individual subform rows on form submission

  Salut, My order form has an product subform with items that can be bought from different suppliers. I would like every suppliers to receive an email saying "you have an order" with all items (records) of the order associated with them. The suppliers'

• Can't attach a file with ZOHO Mail

  I am a new user of ZOHO mail.  The attachment feature of the mail does not work.  I get the dialog box to choose the file, then nothing happens and it does not attach the file.  Please fix.

• Gmail to Zoho Mail: Filters

  I'm considering a switch from Gmail (using its Workspace with a custom domain) to Zoho Mail. Reading the tutorials but didn't find the info on Gmail's filters. I have tons of them to auto-label my incoming emails. I know that those labeled emails will

• Contracts Management

  Hello, We are implementing Zoho FSM for our field service operations and, one of the features we are lacking is Service Contract Management. I was told that such feature might be in the pipeline but an estimated launch date for this is not available at

• Filtering on header content

  I get a lot of spoofed emails which are usually filtered out but some slip through. At the moment I'm getting a load from this ip Received: from [221.162.176.78] (helo=akita-pu.ac.jp) which I'd like to filter out. Is there a way to filter on specific content in the email header?

• Zoho Rentals

  Team, Zoho Inventory provides great features for Retail Sales and Purchases. On a similar note, There are significant portion of Rental industry would be missed out, if not looked into. Can we have a Zoho Rentals which can integrate with Zoho Inventory? Thanks!

• Script on Page used as dashboard don't work anymore

  Salut, I have a page used as dashboard that worked fine, but recently the workflows don't seem to work, I have the icons like on a page for portal user when I try to look at it as admin. See screen shot : Anybody knows what could have happen ? The only

• View Expenses in Zoho Books Without Approval or Reports in Zoho Expense

  Hello, I’m using both Zoho Books and Zoho Expense (on the free plan for both). I would like to view the expenses recorded in Zoho Expense within Zoho Books, but I read that they need to be approved first. Since I manage a small freelance business, I don’t

• Change default "Sort by"

  Is there a way to change the default "sort by" when searching across modules?" in Zoho CRM? Currently the default sort method is "Modified time" but i would like to utilize the second option of "relevance" as the sort by default and not have to change

• Can Zoho CRM JS SDK Send Notifications, Create Tasks & Calendar Events?

  Hello everyone! I’m just starting to explore this topic, so please excuse my beginner-level questions! Is it possible to use the JS SDK (https://help.zwidgets.com/help/latest/index.html) to: Send messages (signals, notifications) to specific employees,

• Restricting Printing

  Hi Is it possible to stop users printing documents?

• Backup and Restore of Projects

  Hi Guys, my boss asked me "do we store regulary offline Backups of Zoho Projects" and i could only answer "no way". Is there really no way to backup and restore a project manualy? As Projects is the main Product we decided to use Zoho it could be that

• Enable Zia Bot for Intelligent Conversations in Zoho Cliq

  Hi Zoho Cliq Team, We would like to request a new feature: the ability to interact with Zia via a dedicated bot in Zoho Cliq, in a way similar to how users interact with GPT-based assistants. Use Case: We're looking for functionality beyond the existing

• Data types in custom fields

  Hi, I've been trying to create a custom field to enter purchase order dates , but there is only one data type in the drop down to choose from which is a "Text Box ( Single Line )". I need the "Date" Data type. Please give me a solution regarding thi

• No Non-Color Highlighting

  I highlight in pink for important things I need to do in a note, and when those are completed I would choose the no highlight option. It used to be one of the options at the end of the color list. It was no color with a cross through it. After using a

• Can't attach

  I am having problems sending attachments. I am trying to attach some PDFs to an email (as I do several times every day) but the progress bar on the attached file gets stuck somewhere between 20%-70% and when I hit send I get the error message 'Attachment

• Button on Deal screen to automate changing deal dates?

  Hi I spend a lot of time working with our accounts managers here moving deals around the calendar, qualifying things etc. I'd like to have an easy way to change the closing date on a deal, from the deal screen table, rather than either click in to the

• How to authenticate my domain on ovh

  I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho

• Undelivered Mail Returned to Sender

  commerciale@etruriadesign.it, ERROR CODE :550 - "The mail server detected your message as spam and has prevented delivery." I have been corresponding with the receiver and they wrote "Ciao, ho fatto verificare ma purtroppo non è un problema che deriva

• Notifications no longer being sent to my email address for any scheduled events

  The last few weeks, I stopped receiving email notifications to my email for events I have scheduled and have a selected reminder option checked.

• Group to shared mailbox conversion

  Is it possible to convert a group in Zoho mail to a shared mailbox?

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