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• Recent Topics

• Multi-Select lookup field has reached its maximum??

  Hi there, I want to create a multi-select lookup field in a module but I can't select the model I want the relationship to be with from the list. From the help page on this I see that you can only create a max of 2 relationships per module? Is that true?

• NOW Zoho Creator still cannot bulk download Image or File Upload Field

  The filedownloader has been deprecated for 5 years. Until now, we still cannot have a replacement tool. How can we bulk download the file that we uploaded to Zoho Creator. Previously, it was so simple to bulk download all those files. But now failed to

• CRM API Search Record for Last Name equals "."

  When using the CRM API to look for all contacts with a lastname = "." The API returns an Invalid Query Reponse I have tried (Last_Name:equals:.) (Last_Name:equals:%5C.) (Last_Name:equals:\.) We have a scenario where the Last Name may not be known for

• MS PowerApps Custom Connector

  Has anyone successfully connected to the API from MS PowerApps? The OAuth2 seems impossible to use from a platform like this.

• Zdk-cli

  As i have tried to login to zdk cli as it returns this error ✔ Success! Logged in as JAYANTHAN ✖ Error during initialization of zdk api supported only in sandbox environment

• Se puede mover un Cliente de un modulo a otro personalizado

  Hola, tengo una duda que me gustaría resolver: Actualmente trabajo con dos módulos: Seguimiento de Venta y Cierre de Ventas . Mi objetivo es que, cuando desde el módulo de Seguimiento se marca una venta como "Venta Efectiva" , el cliente sea movido al

• Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

  I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

• If Problema Formula

  Ceil(Datecomp(${Seguimiento de Venta.Fecha de la proxima visita},Now())/1440) Tengo porblema al plantear el If Quiero que si el valor es dega

• Trying to do commission tracking with zoho crm, can i do a Lookup against multiple fields in a module?

  So i'm still designing my zoho one crm as i come over from salesforce. One of the things i'm trying to build is a commission tracking module. At some point i'll probably hire someone to help with custom code, I'm just proof of concepting it. I"m not sure

• How to Move OST to PST without Outlook

  MailsDaddy OST to PST Converter is an outstanding solution that help users to complete the conversion task without hassle. It offers users to convert multiple OST files into PST format with complete data security. Here users can open and access the complete

• New in Zoho Sign: Allow recipients to review and change associated recipients

  Greetings! We are happy to announce the addition of a new recipient role, Manages recipients, in our signature workflows. This role enables a recipient to review, modify, or add details for any recipients associated with them in the workflow. This ensures

• Zoho Creator Populate radio field with values with all the created rows subfor

  I have Main Form where i have a lookup field where i get brewery names and the number of tanks as a multiline text field with a list of beer names Based Brewery selected and bbt_tanks number i create rows in the subform and now i want to populate list

• Mapping a new Ticket in Zoho Desk to an Account or Deal in Zoho CRM manually

  Is there any way for me to map an existing ticket in Zoho desk to an account or Deal within Zoho CRM? Sometimes people use different email to put in a ticket than the one that we have in the CRM, but it's still the same person. We would like to be able

• Commerce service

  If I am selling a service in Commerce, how do I turn off shipping?

• Customer Portal Zoho Desk | Sort ticket list

  Hello, If you view the ticket list inside the desk portal (https://xyc.zohodesk.eu/portal/de/myarea?departmentId=xyz) all tickets are displayed depending on the filters: department "my tickets" / "team tickets" status group/type channel My questions:

• Train Zia answer bot on only part of Knowledge Base?

  We are trialing Zia answer bot and hope to use it on the knowledge base to help our users find the information they are looking for. I have found how to train Zia on the entirety of our knowledge base. But is there a way to train it on only certain categories

• Customer/item(s) bought view

  Hello In Inventory/Customers/Transactions tab, how do I see what it is the customer actually ordered/bought without having to open each SO? Our customers buy a number of items thoughout the year. I've look at each transactions drop down, and no-where

• ERROR: Product type cannot be changed for Items having transactions.

  I have mistakenly added a product type as goods for an item that was a digital service. Now when HSN/SAC became mandatory, this brought my attention to this error I did. So I tried changing the product type but it displayed this error message Product

• Inventory Asset vs Finish Goods vs Work in Progress please explain or help me choose

  New to this so please if you can help in any way I would really appreciate it. So here we go. I make and sell and item which is made out of bunch of other items. (Composite Item). Now one of the parts that the item is made from is also a composite item.

• WorkFlow to Update Custom Field in Sales Order with Tracking Information from Shipment of that Sales Order

  Hello All- I'd like to update the sales orders with the tracking information I enter in the shipping document. What is the proper variable to get the tracking information out of the shipping document? See attached.

• ZOHO Desk-Enable Ticket Notification sound

  Hi, I answer the helpdesk tickets for Sevenstar. How can I enable the Ticket Notification sound when I receive a new ticket?

• Differentiating between invoice templates when adding custom fields

  We are adding HS codes to the items which we would like published on our international customers invoices plus other export data required. We don't need this data on our domestic customer invoices. We have setup an invoice template for them but it if

• Batch Tracking Enhancements In Zoho Inventory

  Hello users, We’re excited to announce that we’ve taken batch tracking to a whole new level in Zoho Inventory! We’ve made it more accessible and easier to use than ever. Here’s a quick look at the improvements: 1) A New Way To Create or Modify Batches

• CRM to Writer Mail Merge Preview not working

  When performing a mail merge from CRM to writer the preview function does not work. I get the following error. I am a Zoho one user on a ChromeOS. I have been successfully using mail merge from CRM to Writer about 4 years. This error seemed to coincide

• Workflow not triggered by custom function field update

  I have a simple workflow that triggers when a field is updated on a Deal page. It works fine when I "manually" update the field via "edit" on that Deal page. It does NOT however work or trigger when that same field is updated with a custom function. I

• Version history for Zoho CRM Functions

  Hi Zoho Support, I am wondering, there is no topics been posted for requesting the Zoho CRM Custom Functions Version history. It would be great to have mandatorily needed feature in Zoho CRM custom functions. Is there any work going on for this feature.

• Zoho CRM's V8 APIs are here!

  Hello everyone!!! We hope you are all doing well. Announcing Zoho CRM's V8 APIs! Packed with powerful new features to supercharge your developer experience. Let us take a look at what's new in V8 APIs: Get Related Records Count of a Record API: Ever wondered

• Bookmark order

  Hi all, We have a very big document/template that requires manual editing after doing a mail merge. To make this easier, I thought I would add bookmarks to navigate to the areas that will require editing. I thought these would be in order that they appear

• How do I associate an expense to multiple projects?

  How do I associate itemized expenses to multiple projects, like assigning each line to the respective project

• Show Zoho Books Retainer Invoice in Zoho CRM

  Hi Support, How can I get Retainer Invoices created in Zoho Books to show in Zoho CRM? If a sales person needs to collect an upfront deposit, they should be able to see that the retainer invoice has been created and paid. Thanks, Ashley

• Creator portal user do not accept user password upon creation

  I placed a request at Zoho and they are working on it, but I try here too in case somebody has already the answer: Today, sudently, my customers that tried to join the portal were not abble to enter a valid password, even if the password had all the necessery

• Shopify sales orders creating a new account in Zoho

  Hi all, I am having a slight issue with the shopify integration. Whenever a customer purchases from the store, shopify automatically creates a sales order in inventory. The issue is that it creates a new account for the customer's name instead of attaching

• Multiple Zoho Attendees in a Customer meeting

  We are having constraints with having to log duplicate meetings when we have 2 Zoho users attending a customer meeting. What are the options to resolve this? You can add participants, but you cannot report on them. What can be done to avoid creating so

• Allow 2 logos for Branding, one for Light Mode and one for Dark Mode?

  Our logo has a lot of black text on it. If we leave the background transparent, per recommendation of Zoho, when a user is viewing a file and turns on dark mode, our logo is not really visible and looks really weird. It would be really great if we could

• Password change restriction

  Can the administrator restrict users from changing their email password?

• CRM Campaign -> Create Campaign ->Zoho Campaign. Add to Sender Address dropdown options (2024/08/01)

  I'm trying to add different Sender Address and Reply-to Address options to a new campaign created through Zoho CRM. There is one sender and reply-to address available and it is not the account I'm logged in with. The dropdown options do not match what

• Create new ticket when another specific ticket is closed

  Hi. How can I create a ticket when another specific ticket is closed? So I have a ticket with subject 'Create agreement' connected to the contact of a customer. As soon as I close this ticket, I want that a new ticket is created (connected to the same

• How can a Zoho Desk Admin access restricted files?

  How can a Zoho Desk Admin access restricted files from Zoho Desk that are not displayed to agents on tickets due to file type restrictions?

• Why is my Lookup field not being set through Desk's API?

  Hello, I'm having trouble setting a custom field when creating a Ticket in Zoho Desk. The endpoint I'm consulting is "https://desk.zoho.com/api/v1/tickets" and even though my payload has the right format, with a "cf" key dedicated to all custom fields,

• Ticket template - Send email to multiple contacts

  Is it possible to set up a ticket template with multiple contacts selected to receive an email, rather than just one contact as the default? We use Zoho Desk to send an email report to a group of contacts every day, and have to manually add each email

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