• How to increase number of contacts shown in CRM Campaign ?

  Hello Everybody, I can't find a way of increase the number of contacts displayed per campaign. It is limited to 10 contacts which is very distressing when I need to update the status of several contacts. What a huge waste of time and energy Is there a

• Key Highlights of 2024: Recalling a Year of Progress and Advancements!

  As we step into 2025, we’re excited to share the progress and developments we’ve made to simplify and streamline your travel and expense management in the past year. Let’s take a look back at some of the key updates and enhancements that have helped us

• No longer get Cliq notifications on phone if app not started

  On Android, I used to get notifications on my phone whether I was in the app, or it was started. Then about a month ago, I stopped seeing notifications on my phone UNLESS I had already started the app. So if I reboot my phone, and never start the app,

• CUSTOMER RUNNING BALANCE WHILE PRINTING RETAIL INVOICE IN ZOHO BOOKS

  This is basic problem in zoho books where at the time of printing retail invoice, we can't add customer running balance. Kindly provide this feature as every other accounting software has customer credit balance option at the time of invoice printin

• MORE BUGS: Client Script, Deluge and Widget JS SDK don't work as expected when trying to retrieve a record that has been "rejected" as part of an approval process.

  Client Script $Page.record is null when accessing a record that has entered an approval process (or been "rejected"). Deluge zoho.crm.getRecordById(moduleName, recordId) returns {"status":"failure"} when recordId is a valid, but rejected record. OK...

• Mandatory verification of custom domains in portal

  Hello all, Happy New Year! Wishing you a successful and fruitful year ahead. We are committed to ensuring a safe and secure experience for all users of Zoho Creator users. As part of this commitment, we regularly introduce updates to ensure our platform

• Lost all my notes, help :(

  The thumbnails correctly preview the text, the file info correctly shows the amount of characters, but all of my notes just get stuck at this screen when I open them. :( ... I have so many projects in here, I don't know what to do, is there any way to

• Zoho CRM Workflow Merge Tag For a File Upload

  Hello, is there anyway to add a merge tag for a file upload field in Zoho CRM Workflow emails? I don't see it as an option in the drop down. Thanks, Hannah Moderation Update: I'm locking this post as a similar discussion is ongoing in the thread linked

• Custom function daily limit and procedural programming

  Dearest Zoho Today, support confirmed that if I call a custom function from another custom function then I will use up two, with regards to my daily limit. A few times, we have blown our daily limit and that means that ordinary business processes don't

• Calendar Overflow in Open URL popup

  Hi everyone, When Opening a form which has a date field in openurl popup, this happens. Is there any way I can change the calendar width and height or is there any other possible way this can be changed? Thanks.

• Deluge Script - "Mismatch of data type expression" Error When Retrieving Account ID

  Hi everyone, I'm working on a Deluge Script in Zoho Creator to create Accounts and Locations. I'm running into a "Mismatch of data type expression" error when trying to retrieve the ID of a newly created Account. Here's the relevant part of my code: accountResponse

• Update field in “Validations on form submission”

  Hello, I have a hidden field in my form. I created a workflow that is executed when a record is created and triggered an event in the “Validations on form submission”. At this point I retrieve an external ID and need to add this value to the hidden field

• Stop automatic email linking to deals after it is closed lost or Won & Done?

  How do I closed automatic linking of emails to deal which are closed or Won & Done? This is really important for us because sometimes if a new RFQ comes in the email is gets linked into an old deal which is lost or won and done.

• Mapping for date field from one module to another.

  Hi there, I want to be able to map a date field(due date) in a module (sales order) to another module's(Purchase Requisition) date field(Promised customer date). Is this possible when the due date field is a zoho system date field while the promised customer

• i cannot initiate chat with other team (or) am not receiving chat accepting mail instead getting join cliq mail but i have joined in cliq alread!

  I am unable to use the chat feature in Zoho Cliq to have quick conversations with my other team members; my ID is from appcodemonster.com, and my other team, with whom I am unable to start a chat, is from sharesoft.in. I am not sure why, but when they

• How to customize the task reminder notification email

  HI guys,  I hope someone can help with this enquiry: We have included an additional/new field of information when an activity is assigned/created, however this new field is not part of body of the task reminder notification e-mail that is generated by

• Multiple contact email linking for a deal

  How can I add multiple contacts to a deal to have their emails auto link to a deal. At the moment only one primary contact is available for a deal, but we work with manufacturing and power plants where multiple contacts are associated with a deal and

• Support of Total Experience - for exclude/include non-relevant expeience

  Hi, Currently, in Zoho People for employees, we can use “Total Experience,” which is a system field that can be an either total relevant experience” or “total experience (i.e. relevant + non-relevant)”. But there is no way to have two different fields.

• API (v2) Search Criteria using CONCAT

  With API I can search for a contact using First_Name and Last_Name. However, when I need to search the Contact Module using a full name — and because CRM does not provide an API for full name — I am not finding a way to do this in the traditional way

• SPAM

  Email notificaitons from Zoho People are quarantined by Microsoft. DKIM is configured and shown as authenticated but it seems that emails are not signed.

• ZOho Recruit API hiring Pipeline

  I was wondering if it's possible to update the hiring pipeline using the API. I am messing around and I can change the status of the applications and it shows the application as rejected but the pipeline stay's at the stage that applicant was at. Also

• How do we see data coming from paid traffic?

  I want to see number of messages, comments coming from my ads on facebook and instagram. Currently, Zoho Social only shows engagement data for organic. Also, how do I see number of messages I am receiving? In Z Social, there's a card that shows connections

• Pay milage expense with undepositied cash

  Hello When I add millage, the only probable option to "pay through" is Owner's Equity. I pay for the fuel using undeposited cash but I can set "paid through" to undeposited funds while entering mileage. I do not have employees and this is the mileage

• How to add new leave type?

  Hi All, I wanted to know on how can I add new leave type, if anyone of you can explain me in details on the process that will be very helpful to me, and I am using the latest update of zoho people. thank you.

• 2025 Just Got More Exciting for Developers!

  Hello, Greetings to the Zoho Books Community! As we step into the New Year, we're thrilled to roll out something truly special for our Zoho Finance enthusiasts – the "Zoho Finance Developer" Community! This is your exclusive space to connect with fellow

• Automatically add user on customer portal

  Hi Guys, I have a doubt about how to automatically add user details to the customer portal. Once the user details are submitted through the user form, those details should be automatically updated in the customer portal. how to do that any one have idea

• Can I use merge tags with a conditional clause?

  Similar to Mailchimp's "IF / ELSE / ENDIF" functionality, I want to be able to display a sentence with a personalised field only if that merge tag is not empty for the given record. Is this possible on Zoho Campaigns? See http://kb.mailchimp.com/article/how-do-conditional-smart-merge-tags-work for how it works on Mailchimp. Thanks Phil

• domain authentification on ovh and zoho

  I don't succeed in adding an domain authentification on ovh. Should i first create a subdomain? But this doesn't work either, ti gi ves te same screen and the next button is greyed out when adding the info received from zoho

• Zoho Desk iOS app update- Save drafts on the social channel tickets, send replies via blueprint transition on social tickets

  Hello everyone! In the latest iOS version(v2.9.3) of the Zoho Desk app, we have brought in support for the following features: Save drafts on social tickets Send replies to social tickets via blueprint transition. Save drafts on social tickets We can

• Unit Conversion with Unit of Measurements for Items, has anyone successfully figured this out????

  I am currently using google sheets to break down my per cost of items I buy in bulk. We are a non-profit that creates kits and resells at the exact price we pay for the items to our customers or uses grants from the government to pay for them. I can not

• Possible for client users to use timesheets?

  Hello, We are setting up a project where the bulk of development will be performed by subcontractors. We were thinking of setting them up as client users to have access to project information resources. Is it possible for a client user to log time against

• Function Only Working Manually

  Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void

• Assistance with Code to send email on subform data

  I am trying to trigger an action off the successful submission of a form that emails the details of the subform to a distinct email. This subform is setup as another form in the app and I can get the below code to work: for each subrow in input.New_Payment_Subform

• PDF Import

  Hi Guys, Zoho Sheet now supports file formats such as XLSX, XLS, XLSM, ODS, CSV, TSV, SXC, XLTX, and TXT. However, support for PDF files is not available yet. Adding this option would be very helpful. Thank you!

• Round-Robin with Load Based Assignment, can you limit which Status are considered?

  Hello, We are currently using Round-Robin with Load Base Assignment. Is there a way to exclude tickets of a certain Status from being considered by the Round-Robin Assignment rules? For example... I have the following statuses. Escalation Review (meaning

• Insufficient "previlleges" to perform this operation? All of a sudden

  Trying to create a ticket report in the free version of Zoho Desk (Analytics > tickets by contact), same as I have always done for the past 4 years every 2 weeks, and I am receiving the following message: I am labeled as Support Administrator, and we

• Ticket sends email to 2 different email addresses

  Good afternoon, I am attempting to setup our ticketing system so that when a ticket is created, updated, and closed, it will email both the customer receiving support as well as the salesperson that is associated with the customer. The way that our tickets

• Anyone else having trouble with blurry pixelated screenshare?

  Ever since Monday Nov 26th., Cliq and Meeting screenshare has been blurry/pixelated like this:  https://www.screencast.com/t/0CblL3drKuU Did something change? Because Our Internet connects are plenty fast and everything is crystal clear in Skype... Also, video share is clear and normal, it is just screen share... Thanks

• Map chart on Dashboard - can I disable tooltip?

  When adding a world map chart to a dashboard, I would like to disable the tooltip with details. Is there a way to do that?

• Display Profile Member Details of Logged In User in Zoho Site

  In a page, I want to display the profile details of the Member Portal who is logged in to my Zoho Site (email, name, etc.). How can I retrieve the email, name, and other data from the logged in user? I know that there is already a My Profile page that

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