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• 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

• Inventory valuation

  Inventory valuation in case of sales return makes some error in getting proper value of inventory. Cost price considered for accommodating the goods returned is not the price at which cost of good sold where recorded, last purchase of the same item is

• Where do we manage tags?

  Where is the page where we can view all tags and manage them (like change a tag name to something else or merge tickets under a particular tag with another)?

• Google Ads Data is Publicly available in Zoho CRM

  We recently discovered that ALL of the following Google Ads fields are visible to all users in our CRM that have access to either Leads or Contacts modules. Not only is this troubling and inconvenient, it should be unacceptable. It also creates a mess

• Creating task at someones date of birth

  Hi, I want to create a workflow which creates a task at someones date of birth. How can I do this?

• Enhanced duplicate check for Leads in CRM

  Hello Everyone, We are excited to announce that you can now check for duplicate entries in leads by comparing them with similar records in the Contacts Module. Previously, when you added a lead, only the converted leads were checked for duplicates. This

• 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

• Introducing Assessment-based Filters in Zoho Recruit

  We're thrilled to announce a handy new feature: Filtering Candidates by Assessment Answers. This tool allows you to refine your candidate search based on their performance in screening tests or assessments. It's a great way to find candidates who meet

• 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":

• the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list

  hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.

• Email signature duplicate

  Hi, For a few weeks, opening the email writer would show an error. After clicking ok, the signature would change slighty (font size, I believe). After that it worked fine, so we thought nothing of it. However, now it no longer shows the error puts the

• 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,

• Facing issue in getting data through api calls

  I have send data of users and want to get the data oof users but facing issue with one field for that I want help

• invokeURL to change custom field

  I have a deluge script that currently runs as a Schedule. It works exactly as intended, however I've recently been informed by Zoho that there's some mechanism in place to block changes made by a script when it runs on a schedule from being detected by

• 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

• 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

• Best Way to Integrate a Shared Sales Inbox with Zoho CRM

  I’m setting up a shared email inbox (e.g., sales@mycompany.com) for our sales team and want to integrate it with Zoho CRM Leads and Deals so that multiple team members can collaborate efficiently. Since Zoho CRM doesn’t support IMAP for shared inboxes,

• 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?

• Sub accounts in Balance Sheet - specifically Assets

  I've added in a new account, IP Developed, under Intangible Assets. When I run the balance sheet report, it shows on its own without a header, just tacked on the bottom of all the other assets. I'd like it to show under Long Term Assets or Other Assets.

• 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

• 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

• 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.

• It's time to say goodbye to Zoho Recruit for me.

  Hello, I have been a Zoho Recruit user since 2013. The tool has evolved, with a better UI, new features and so on. The pricing is still a great asset too. BUT, that being said, important features are not coming fast enough. I tried to share my point of

• 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",

• 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

• 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

• Issue with API for file download (Zoho CRM with WorkDrive API)

  I can successfully run the below endpoint with Postman for this and get the list of files" https://workdrive.zoho.com/api/v1/files/v310z10cba41b41c54363afcff08f2730a0b4/files Then I try this endpoint with the same authentication token: https://download-accl.zoho.com/v1/workdrive/download/v310zf0b27cc29f5040c7bda64baaecca983a

• 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

• [ Free Webinar] Transform your hiring process with Zoho Recruit's AI tools

  We are conducting a free webinar (on 26th November, 05:00 AM IST - 06:00 AM IST) designed to help you make the most of Zoho Recruit’s AI capabilities and give you a sneak peek into our future roadmap. Why Attend? In this session, you will: Discover how

• Zoho invoice doesn't support Arabic language

  I added a clause in the terms & conditions section in Arabic but it doesn't appear when I sent or print it.

• Reports - Billable Hours

  Hello, I have been playing around with some of the reports features but haven't yet been able to generate a report outlining Tickets which have been closed, that have billable time entries - defined against customer accounts - I can run a report showing

• 📣📣 Zoho Bookings - Feature Roadmap 2024

  Hi Everyone, Thank you for all the support you have been showing Zoho Bookings. We had a fabulous 2023, with a bunch of new features and over 60K new users. In 2024, our prime focus will be on user experience, and we have a few vital features coming in

• 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....

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