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    Hello Everyone! This edition is here to show you how to make the Resolution mandatory when closing a ticket. The Ticket Resolution tab helps keep a record of the solution provided for the ticket query. The resolution can serve as a quick reference to
  • Gravity Forms, JSON, Webhooks and Zoho Flow

    I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",
  • Remote Control of a desktop generates an error

    Hi, When we try to take over a pc we get the following error. next image claims that user Haico is already connected to that pc, but that is not the case. Thank you for your quick assist and feedback. Abie
  • Account

    I need to know how the maximum contact records available in my subscription. Also pleas advise the process to increase Contact Records. Also I need someone to contact me, I may need to add users, but need to workout a package that would fit my budge
  • Newspaper template

    Is there a template that looks like a newspaper or magazine?
  • Using Microsoft teams to get online support

    Hi, Since we are using Microsoft teams in our company, would you please inform me how can we talk via Microsoft teams to get interactive online support.
  • Expense vs Bill

    What's the difference between an expense and a bill? When should I use them? Eg. I charge a client for a service.  I charge them 1 lakh for the job. However, I also have to pay 3 guys @ 25000 for getting it done. So I've spent Rs. 75000 for getting this
  • Webhook when estimate is refused is not firing

    Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created
  • Form to update a CRM contact field

    Hello I need an help as I am going crazy. I need to create a form where there is a dropdown field with the contacts of Zoho crm (if possible filtered on the base of a field) and where other fields will be be automatically fetched with zoho crm data as
  • In focus: Customizing agent details in Radar

    Managing agent performance just got smarter! Imagine having all the key details about your agents right at your fingertips. That's exactly what the Agent Details feature in Radar offers. Whether it's their pictures, names, statuses, or ticket metrics
  • Bounced Emails

    Hello, Is there any chance we could have an alert for bounced emails in Recruit. This functionality is available in Zoho CRM. It would be really useful to be able to see at a glance who's messages have bounced back.
  • Requiring Proxy

    We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through
  • Kiosk Studio wrap-up | How our community used kiosks in 2024

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  • Restriction in assigning signer fields for the "Approver" role in APIs and internal integrations

    Hi, Zoho Sign's intended design is offering two actions to the recipient - Needs to sign (if you wish your recipient to add information to the document; signature, for instance) or Approver (someone who has to approve the content of the document and must
  • Create deal from estimate

    Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?
  • Want to upload images to custom image fields using zoho crm api v2.

    Hi i want to upload image to my custom image field from third party application using zoho crm api v2 . Please tell me how i can do this? Thanks
  • How can I visualize the events of a pipeline records?

    Hi I need a list of events, including the date and address of the event related to the pipeline record. Can I do that? I know that for every pipeline record I can create events associated (Tasks, events, calls). But what I need it is an easy way to get
  • Creating smart filters manually

    Hi Team, One of my colleagues accidentally deleted the Notification folder in Zoho Mail. Now all the emails are directing to spam instead of inbox. Is there any way to create the smart filter manually?. With Regards, Logeswar V
  • How to send binary data in invokeurl task?

    Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
  • Limit excceding issue in zoho creator

    I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me
  • [Product update] Instagram Profile Integration with Zoho Analytics

    Dear Customers, We want to inform you about an update affecting the Instagram Profile integration with Zoho Analytics. Meta will deprecate certain metrics from January 8, 2025 as per their announcement in this document. To ensure uninterrupted syncs in
  • Zoho CRM - how to change SuperAdmin

    Hi there - I'm looking for current guidance on how to change the Zoho superadmin for our company - I'm transitioning out of my role and need to delegate to another adminisstrator
  • Pass json to ZDK.Client.openMailer TO parameter

    Hello I try to make send emails to a list of emails with : ZDK.Client.openMailer({ from: 'example@zoho.com', to: details_output, subject: 'test Mailing List', body: 'Test Mailing List Body' }); where details_output is an array like : [{ "email": "testcarte18078@test.com",
  • Create a field in Leads that is displayed in Contacts and Accounts

    I am trying to set it up so that if I create a field "Deals" which I have set up in the Deals module, that any selection made in the Leads module when this is converted to Contact that the selection made under the Deals field in the Leads module will
  • Zoho Analytics in 2024: A look back

    Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
  • Bulk create tasks - Zoho Projects API

    Hi Zoho/Community, I am trying to create multiple tasks in a single API call, is there a way we can combine multiple request bodies into one single payload? The issue I am facing is the rate limiting on the API, I wanted to create certain amount of tasks
  • Function Needed: Update Account or Contact Profile Image

    Hey there! Zoho doesn't have the ability to automatically populate company logo or contact images once a domain/email is added to a record. This can be done via Clearbit's Logo API: https://clearbit.com/logo  I would like to create a deluge script that
  • Mass Email and security

    When I send a mass email to multiple candidates, can they see each other's emails?
  • Context and convenience just got better with Zia's email intelligence

    Dear Customers, We hope you're well! We are in 2024, and email as a tool is only getting more powerful each day. While it enables seamless daily correspondences, we are here with a set of abilities that will enhance your user experience and save several
  • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

    hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier
  • Zoho Finance Limitations 2.0 #12: Can't sync Books System Fields (Item Category or Preferred Vendor) to CRM Products. Double entry required

    We add products to Books and sync them to CRM whenever updates are done. However I still have to do double entry because the Books "Item Category" and "Preferred Vendor" fields are not available as options to sync. Scenario Workflow I add a new product
  • Copy across spreadsheets in Zoho Sheet

    Now, you can copy your sheets to other spreadsheets or create a new spreadsheet with them. Not just sheets, copy a cell/range and paste it on any spreadsheet with formats and formulas unchanged. Copy cells/ranges Copy cells/ranges to same/different spreadsheets using Copy & Paste options, or Ctrl+C and Ctrl+V shortcuts. Copy sheet To the same spreadsheet The feature for creating a copy of a sheet in the same spreadsheet is now available as 'Duplicate'. Into a new spreadsheet Want to start a new spreadsheet
  • My Zoho Story #8 ネットワイズ フチーロさん:プロジェクト管理から顧客対応までをZoho One で実現

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  • How create deal with label added using api

    Hi, I am creating automations in n8n for Zoho CRM. I want to create a new deal with a label added at the same time. However, I keep getting an error. Using the API, I can create a deal successfully, but when I try to add a label during the deal creation,
  • Message as a bot to user now says: "The message recipient id sent in the API is your own user id. You cannot send messages to yourself."

    Hi   I used to be able to have a bot message myself in cliq when something happened . Now the connector Message as a bot to user gives me this error when testing: Zoho Cliq says "The message recipient id sent in the API is your own user id. You cannot
  • Invalid Value Type Error Conditional Formatting

    Hello, I'd like to use conditional formatting on a table using Classic conditional formatting for Cell Value, but when I attempt to apply the formatting, I get the error "Invalid Value Type: Value must be of type number". The error is being produced because
  • Reporting tags

    Hi, I suggest to improve the integration with Books, adding the faculty to especify a reporting tag from payment pages. Thanks!
  • SEO Support for Jobs

    I know Zoho recruit has some very basic metadata settings at the job board level which is not really helpful. We are wanting to utilise SEO and other Google features (like Google Jobs) which require the ability to add structured data to each job posting
  • Selecting Multiple Transactions

    Is there a way to select multiple transactions when in a bank account and batch categorize them?
  • Email Notification to WordPress Blog Subscribers

    You know when a new WordPress blog is published, your subscribers will be notified via email with a link to that blog? Jetpack does it but I'm hoping to get away from it or any other specialized WordPress plugin (like MailPoet), and instead, use a dedicated
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