• 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

• Add option "Avoid custom home pages" to profiles

  We need our sales agents and members on each department in general to keep the same Home designed by their Managers. Let all users to create custom home pages is a huge mistake. The homepage creation must be limited by profile so only Managers are allowed

• Visitors sending message via Whatsapp are not saving on contacts

  Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

• Email alias to create task in a specific task list

  How do you create a task by emailing the email alias to a specific task list? I just tested this, and it just created the task in a 'General' task list - 'General' did not exist before so it has created this. A project might have multiple task lists and

• Unable to add custom fields as columns in projects table

  We have new products set up as projects, with the project name being the SKU. And then a custom field in this project template is the name of the product. I need a way to show the name of the product as well as the project name (SKU) and I am reluctant

• Linking Two Existing Organisations

  Hello all, I want to link two existing organizations in Zoho CRM / Zoho One. The goal is to be able to switch between them easily on the mobile app and in the web. No integration, sync, etc. The problem is that most of the articles I read requite that

• CRM portal: no Create/Edit options available for custom module

  I'm experimenting with setting up a CRM portal. I'm not able to select Create and Edit permissions for a custom module, even though the data sharing settings for this module has been set to Public Read/Write/Delete. What other settings do I need to enable

• Weekly Tips: Clean Your Inbox Using Email Scrubbing

  We all know the struggle of an overstuffed inbox—those unwanted newsletters, outdated notifications, and repetitive messages that clutter our inbox and slow down our productivity. Over time, these distractions pile up, making it harder to find the messages

• Show Contact ID on Reports

  I cannot get the Contact ID to show on report that is displaying a list of contacts. I need this information to be able to run reports, clean them up, then upload back to the contact record.

• Restrict Sales Order creation if Account Type is a certain value

  I'd like to restrict a sales order creation if AccountType on Account is a certain value - what is the best way to accomplish this?

• Zoho Creator Page, how to display detail view of a record

  Hello, i am not that knowledgeable in coding and am trying to figure things out as i go. but i am trying to get it so that when a user clicks on a "Page" i have in zoho creator, i would like it to display the detail view of a record assigned to the logged

• [Webinar] Zoho Writer for law firms and legal professionals

  Are manual processes slowing down your legal practice? Are you ready to simplify document management and free up more time for your team to focus on what truly matters? Join us on January 16, 2025, for an exclusive Zoho Writer webinar designed specifically

• Lookup or Formula Field, which to use?

  I have a field in called Primary Business in the Accounts Module and I want the contents of that field to populate in a field in the Contacts Module called Accounts Primary Business. My preference is that it populates right away. I've tried both lookup

• Cannot add IMAP account to "new" Outlook

  Hi, I am attempting to add an IMAP account to my copy of the "new" Outlook on my desktop computer. I have tried using the default password when MFA was disabled and an app password when MFA was enabled. But neither attempt worked. My Windows 11 OS number

• Restrict ability to create Sales Order for an account if accountType is not set

  I'd like to restrict the ability to create a Sales Order for an account if the AccountType ='prospect' - what is the best way to do this?

• Invalid SupportPlan ID Create Contract error Zoho Flow to Zoho Desk

  I get the following when trying to create a contract in Zoho Desk from a webhook from Zoho Flow. "Zoho Desk says "Validation failed for the condition : Invalid SupportPlan ID""

• Where can I find the API names of Items in Zoho Books?

  I am trying to use the Production Information -> "COST PRICE" in a Zoho Creator Deluge Script but can't find the API name of this field. Thanks for your help!

• Saving slide elements

  I have created grouped items including text and animation that I want to use in later slides. (Like an animated logo) Is there a way to save these grouped elements in my library?

• Planned time in sprints

  Hi. In our sprint planing, we usually set estimated times to do tasks. In the sprint's dashboard we can see the number of tickets assigned to the team members. Ho would I show the estimated load on the team members - time wise?

• Email is in queue, waiting to be processed zoho mail

  Email is in queue, waiting to be processed zoho mail

• Update PDF without changing permalink URL

  Hi there, I would like to be able to update pdf files on work drive without the permalink URL changing. Is there a way to update pdf versions while retaining the same url link? Alternatively, if the URL points to a Zoho writer document, that it is viewed

• Unable to add organization consultants and contractors in Zoho People

  Hello Team: I am unable to add my few consultants and contractors in Zoho People. How to add these people as Users?

• How long until received item is visable as in stock when creating bundle?

  We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?

• How can we update the Inline Tax in a Purchase Item using deluge?

  Dear All, I am trying to update a Purchase Order using deluge. I can update all the fields except of the Line Tax. I would like to put 0% on it using deluge. I have tried the below but it does not work. What I have to change? Is the problem the field

• Filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page

  Hi, How can I filter a Zoho Creator main report by a field and display other related reports in sections on a Zoho Creator page? Part of what I was given below is setting up sub-reports, but the subform field prompted me to link a form, not a report.

• Is Reverse Sync a Thing? (Zoho Campaign to Zoho CRM)

  ChatGPT said I could do a reverse sync to ensure that engagement data such as opens, clicks, bounces and unsubscribes are automatically sent back to Zoho CRM from a Zoho Campaign. I can't see where I can sync something like this. I have the other Zoho

• Display an uploaded pdf in zoho creator record template

  Is there a way to display an uploaded pdf in a record template? Functionally I'd like it to work like the image field does. Not sure if there is a way to utilize a rich text field to do this or not.

• View Ticket history without login

  Hi, I have integrated a ticketing system in Moodle where our users can submit tickets. They receive email notifications for replies and can respond to tickets directly from their email. However, when we add a resolution and notify the user, they receive

• Generating Reports with Data from Unlinked Forms in Zoho Creator

  Hello Zoho Creator Community, I'm facing a challenge in creating a comprehensive report. I have multiple forms in my application, but they are not directly linked through lookup relationships. I need to generate a report that includes data from these

• How to get data from a file that is saved on zoho work drive to then update creator app.

  So we have a few machines, and they have a consumables. There usage is tracked in a file, I would like to pull that data from the .ini file and import it into the zoho app so we can keep track of usage, is this possible with flows and how would the data

• Modify the name of an item with Month variable

  Hello, I am using Zoho books as a Point of Sale. I am trying to change my old system, to do that I need help with the next: 1. If there is a way to have a formula in the name of the item, For example I have an item with the name of "Mensualidad" that

• Can not edit/update lists - save/update button doesn't work

  Hello So I have a custom field in subscriber list. If I nere the email click on endit (pencil) and change the custom value to the new one, pressing SAVE button does not do anything. Also if i select multiple emails and then use the mass update feature where I change this custom value, pressing PROCEED also does not do anything. What is the matter, does it just not working, or am I doing something wrong? Browser: Chrome 65.0.3325.181

• All Inbox emails are marked as read automatically

  Hello friends! I have and issue that all new emails in Inbox are been marked automatically as read. Plase how can I fix this??

• Uploads API Body samples & request method

  Hi, Hope you are fine. I am request UPLOAD Api from post man its totally working fine but how could i pass all that body and headers via JS code.I am attaching images what i got in response please have a look into it. In this image i am showing the console

• Desk Round Robin manually trigger

  Situation: During office hours I have a round robin rule to assign new tickets to specific agents. However, over the weekend and in the evening when the agents are offline the tickets are placed in the other priority. This means we have to manually assign

• Set a different table column heading label instead of name of custom task field label

  Can we have the ability to set a different column label for task fields? See the below example, these will automatically show the same as the task field label but it would be useful for the benefit of table columns to just be able to display a different

• How do you re-order (sort) the order of articles in a chapter?

  So you can re-order Chapters but I cannot see where and how to re-order the Articles within each Chapter... Surely this is possible?

• Receive items from PO that has already been billed

  Rarely manufacturers bill for items before we receive the goods, but when this occurs.... {"code":36510,"message":"The purchase order(s) have bill(s) without receive(s). Hence, you cannot add receive(s)."} There is no documentation on this. Please advise

• Auto Payment

  Hi. Is there a way to automatically take payment from the preferred payment gateway upon invoice's due date? I cant see a tick box for that, but wondering if there's some sort of Deluge wizardry that can be done?

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