• Email Alerts for Schedule Failures in Zoho CRM

  Hi, I hope this message finds you well. Currently, when a schedule fails, there is no automated way to notify us via email about the failure. This makes it difficult to promptly address the issue as it requires manual monitoring to identify and resolve

• Enhanced Apply with SEEK: Now with JobStreet & JobsDB

  We're thrilled to introduce an enhanced Apply with SEEK feature, now supporting JobStreet and JobsDB integration. This update extends its reach across APAC countries, offering a seamless application process for candidates and greater hiring efficiency

• Caso de Uso | Cómo Surus - Escrapalia aceleró sus operaciones con Zoho CRM Plus

  "Me quedo con Zoho seguro. Es una herramienta súper potente que comunica todos los CRM. Toda la información sale de un mismo núcleo" - María José Muñoz, Responsable de Recursos Humanos en Surus - Escrapalia. ¡Hola, Español Zoho Community! ¿Alguna vez

• Email Numero de telefone

  Bom dia a todos. Como eu altero o numero de telefone da minha conta? Estou tentando logar minhas contas e depois do envio da OTP por email é enviado uma OTP para meu numero antigo de telefone. Atualizei meu numero e gostaria de remover o antigo e adicionar

• Introducing Form Rules

  You can now customize your Webforms and the Candidate Application Form using the all-new Form Rules. This lets you add flexibility and control by enabling conditions and actions based on candidates' input. Why use Form Rules? Form Rules empower you to

• Help with order importing, manual order creation, and how lookups work and Zapier integration to retrieve orders via webhooks

  Hi I've been trying to import orders from my ecommerce package. I have set up a CSV file with some sample orders and have been trying to match the fields. I created new fields - see images (also a copy of the CSV). But I am getting orders skipped because

• Test emails are not sent

  Good evening, I've been trying to send test emails to test my campaign to a few emails. Every time, I got the message that the test campaign was sent successfully but no email is received at all. It's not even in the spam folder. I tried to change the

• CRM workflow to trigger Zoho Sign (One)

  Hi,  We have had integration in the past with SignNow in our standard CRM. A onboard would fill out name and address and in turn this would trigger a webhook out of Zoho CRM into Zapier and to SignNow. We've recently upgraded to Zoho One and cannot find anyway to automate the Sign process from CRM to Zoho Sign, is this possible?

• Anyone Using Gusto Payroll w/Zoho Books? What do you think?

  Its very clear from doing research that Gusto is far superior to any other payroll provider. Thinking of switching over them them. Before doing so: Anyone using Gusto and Zoho books now? If so, what do you think? Do they work well together, not work well,

• Syncing payroll from Gusto to Zoho Books

  We use Gusto for Payroll and will not be changing that. We are new to Zoho Books. We checked before moving to Zoho and saw an integration with Gusto https://gusto.com/product/integrations/zoho-books. We assumed this would sync payroll data from Gusto

• Zoho Books Price list associated to a cusomer

  how we can associate a price list to a costumer? pls don't send me to your FAQ section (Associating Price List to a Customer:: Knowledge Base | Zoho Inventory) nothing it's explained and there no place where we add price list to a customer

• Attach image from Creator Subform to Deal

  Can anyone help me figure out how to attach an image from a creator subform to a Deal? I have read through all of the documentation and can't find anything for my specific scenario. Everything I have found is attached from the Creator form (not subform)

• Getting duplicate messages saved to 'Sent' folder

  When I send a message from Android phone (K-9) imap client or when I send a message from Windows using Thunderbird, two identical copies of my outbound message are saved to Sent folder. When I send a message from zoho web mail page, I believe there is no duplicate of my outbound messages. Have I misconfigured something?  What do I need to do to fix it? thanks! Linda

• Setting recurring tasks and reminders in tasks module are enhanced in Zoho CRM

  Hello everyone, In this post we will brief you on the enhancement in creating a recurring task and setting up reminders. Let's take a look at the what has been changed. Recurring tasks can be set using Due Date Earlier, to create a recurring task you specified the Start Date, End Date, and the appropriate Repeat Type. Now, the start date field is removed and instead you have to specify the Due Date. The task will be repeated based on the mentioned due date.   Custom repeat types can be configured

• Populating Lead ID in Deal Record

  I’m trying to create a unique identifier to match deal and lead reports, and my plan was to use the Lead ID as the key. However, I’m having trouble figuring out how to get the Lead ID from the lead record into the deal record during the lead conversion

• Home Page Layout Suddenly Changed; How to Remove Open Activities

  Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities

• Unlocking New Horizons: A Year in Review

  As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

• Zoho Books | Product Updates | October 2024

  Hello users, We're back with fresh feature updates in Zoho Books. Starting from associating an applicable period for TDS taxes to minimised tab view for web tabs, discover the latest enhancements that will streamline your workflow and elevate your accounting

• How can i get and update Multi-Select Lookup field through API?

  Hi! How can i get and update Multi-Select Lookup field through API from/in  Custom Module?

• End of Support announcement for macOS 10.9, 10.10, 10.11, 10.12, 10.13, and 10.14

  Dear Customers, We would like to inform you of an important update regarding our support for legacy macOS operating systems with Zoho Assist. Starting May 1, 2025, we will officially end support for macOS versions 10.9, 10.10, 10.11, 10.12, 10.13, and

• How can we find an expert in Zoho Loyalty Program Thrive?

  Hello everyone, We are looking for a Zoho expert to help us set up Zoho Loyalty Program Thrive for our e-commerce store, aiming to increase customer loyalty and encourage repeat purchases. We need someone with experience in: 🔹 Setting up and customizing

• Tip of the week # 40 - Customize your sidebar for easier, more efficient inbox management.

  Is a cluttered sidebar slowing down your work and making it harder to focus on what’s important? Zoho TeamInbox allows you to customize your sidebar to fit your needs, making it easier to manage your shared inbox. You can temporarily hide thread views

• INVALID_DATA Error While Setting Date Field in Client Script of Details Page

  I am trying to detect the Stage change on Details(Standard) page (with the stepper section), then update Stage_Updated_At (Date) field with today's date. Thanks to @Ishwarya SG 's direction, I found this topic and I managed the first part

• Writer Merge and Sign OAUTH API Call error.

  Trying to send a request to the Merge and Sign API. I keep getting "Merge data not found. Please try again with proper merge data." Request is sent via JS axios call. We use the same exact data inside a CRM function and everything works. Followed the

• Cases module mail merge

  Hi Guys  Is it possible to use fields from the cases module within the word mail merge ?  I dont see this option in the word mail merge application. Thanks  Chris 

• Limiting Knowledgebase Access To Logged In Users

  Hello, how can I restrict access to our Knowledgebase to only logged-in users? Our KB is not meant to be accessible to anyone. However, anyone can create a ticket. Thanks! Frank

• Time field is empty text in pivot chart report

  Hello all, I am currently trying to create a pivot chart, where the y-axis is supposed to be a total sum of time. The problem Im facing however is actually using the field, where my metric is stored. It shows up as a simple time field in the form builder.

• Creating Packages

  Hi I am trying to create a database for my company. I need to create packages from individual products. I have added products ie item 1, item 2 and item 3 I need to create a package where Package A will have items 1 and 3 Lookup only adds one product

• DELETE EU VAT ID FORM MY ACTUAL INVOICE ADDRESS FROM MY ACCOUNT

  WE NEED TO DELETE (NOT CHANGE) THE EU VAT ID FROM OUR INVOICE ADDRESS. WHEN WE TRY TO LEFT IT BLANNK, AGAIN SAVE THE OLD EU VAT ID. YOU ARE SENDING US FALSE INVOICES WITH FALSE DATA

• Zohoo Flow - Cisco Webex

  Hello, Is there any integration planned between Zoho Flow and Cisco Webex. We have a lot of customers using Webex for Chat and Meeting/Calling. It would help a lot to be able to integrate it with flow. Thanks

• How do I enforce MFA for all agents in Zoho Desk

  We use Zoho Desk. Enabling MFA is an option at the individual user level - so they can enable/choose MFA for themselves or not. We need to enforce MFA - so there is no option. How is this done?

• Can't connect Instagram to Facebook to work in Zoho

  I'm pulling my hair out here. I know this is not a problem with Zoho, really. But since Facebook provides absolutely NO support for their own products, I was hoping someone here can provide some insight or help. I cannot for the life of me get my Instagram business page to connect to my Facebook page. I have authenticated fine, but after that, trying to connect the page to the Instagram profile never works.  I've spent hours upon hours researching and going through the steps over and over, but something

• Twilio with Zoho CRM

  Hi! We want to integrate Twilio with Zoho CRM and Bookings. On Zoho Market Place, the only integration with Twilio that allows calls, is one made Ulgebra. Is there any other integration? Either native from Zoho or Twilio? If not, as anyone tried the one

• Option to Disable Automatic Email Notifications in Zoho Writer

  Dear Zoho Writer Team, In Google Docs, there is an option to disable email notifications when granting access to a document. This feature allows us to share the document's link manually through our email instead of relying on the automatic notification

• Making blog for members only

  Is there a way to make the blog page in Zoho Sites members-only like you can with every Zoho page through the "Access Restriction" settings on a per-page basis? I want a few of my pages to be accessable to the public but for the blog to be private until they sign up.

• No upgrade path from Zoho Workplace to Zoho One

  Is anyone able to assist with upgrading from Zoho Workplace to Zoho One? There is no clear upgrade path. Thanks.

• Integrate Webflow Newsletter Submission in Zoho

  Hi, My website is built with Webflow, and I have a popup for newsletter subscriptions. I would like to integrate it with Zoho so that email addresses are automatically added to Zoho, allowing me to create a weekly newsletter. I’m very new to both Zoho

• "you are nto allowed to delete and contacts.." and other issues

  "You are not allowed to delete any contacts as you have already exceeded the maximum limit to delete contacts from this org. For further details, please contact our support support@zohocampaigns.com." I am trying to delete all contacts to start fresh.  Every time I try to delete anything the message above is what is received.  The ones that have been deleted already do not re-sync, so I want to start from scratch.  Please advise!

• Deals Stage Change From Stage Stepper Not Detected by Client Script

  Dear Zoho Community, I am utilizing the Client Script to detect Stage changes in the Deals module. Once the stage changes, I update another field with the current date. I noticed that, when a user clicks one of the stages in "Stage Step" section in the

• Can not delete any more contacts

  Hi There, I have been testing Zoho Campaign (Free Version) recently & find it quite okay for a while. Try to delete the contact list but it seems that I can't delete it anymore. (Reach maximum limit) Is there any way for me to delete it without asking

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