Mail is no longer populating CRM contacts
Hi! For the last few days, my mail hasn't been populating my CRM contacts. Even people I email multiple times per day. In fact, it keeps trying to send mail to myself. Notice, I started typing Amy and only got as far as, "Am" and it suggested myself.
Zoho Support is indeed shocking and difficult to get a response with
All our business emails have an auto-foward set up on them so that they also go to our GMAIL accounts so that we receive them to the relevenat people. The emails are indeed auto forwarding and arriving to our GMAIL accounts but when you log into your
How to get a list of selected records into a button-function? Here is how!
So, you might know already how to get a button on a page somewhere and perform actions with a function when pressed, but how about a button that only works with the records you selected in the list view? The button selected is a custom button in the modules
How to Add Break line / Return on button click
I need to return the text concate with difference field from lead with line break i try "\r" ,"\n" "<br>" return "ali \r\n <br> baba"; None of above work. i expected result something like this ali baba but got this ali \r\n <br> baba so, how can i
Announcing new features in Trident for Windows (v.1.18.6.0)
Hello Community, Trident for Windows is here with some new features to elevate your workplace communication. Let's take a quick look at what's new. Ask and send read receipts for emails You can now request read receipts for specific emails while composing,
Increase subscription prices for existing subscriptions
Hi, Does anyone know how we could achieve the ability to increase the subscription fee for our existing customers based on a % increase. We are not yet using Zoho Billing (Subscriptions) and I'm not sure if it is a good fit for us. But we would need to
Why developing custom function development made so difficult for Zoho Projects!!
Hi Zoho Team, I am trying to write function to automate a process but whatever API name or Column Name I use, the API isn't populating certain fields. Even the standard fields aren't getting populated through API. It's already exhausting to find all API
Data not visible in sheet cells
I'm having an issue where my data is not visible in my sheet cells. If I click on an individual cell, the data does display above in the little "fx" box. But all the boxes in the sheet just look blank. My collaborators do not have this issue. I have checked
Why is there no integration with native Brazilian shipping methods?
Zoho Commerce is a powerful platform for e-commerce, but its lack of integration with native Brazilian shipping solutions is a significant limitation for users in Brazil. Integrating with popular shipping providers like Correios, Frenet, and Kangu would
Mapping Zoho Projects into Cliq Channels
why arent all the Zoho Projects listed from the drop down menu when trying to Map them into Zoho Cliq Channels. The system doesnt allow me to type the name of the project but gives a drop down of a list of projects however it doesnt give me a list of
Canadian Anti Spam Law
In order to be able to comply with the new Canadian Anti Spam Law, I need to send out a Confirm Subscription email to all of our existing contacts. If I use the Subscribe tag, the user gets the following message: Registration Failed. Sorry! This contact is already present in the selected list. You can check this with your update profile link. If I include an 'Update Profile' link, it then sends an email which does not arrive immediately. Can you provide a tag or URL I can put in a Campaign Email
Oauth Redirects me to sign in page
I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide
Here's why you should refrain from using EasyShip
This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,
How can I create a billable expense.?
Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click
How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.
1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory
Cannot view or interact with polls on IOS
When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.
Calendar view not working in Zoho Projects
Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the
Multi Select Filter off comma separated values
Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"
Dashboard filter applied to all reports but not visible on report
Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.
Equipment Scheduling for Efficient Field Service Operations
Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.
Problem with multiple pages record template
Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?
Field Update: can't find a custom multi-line text field in the options list
I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I
Zoho One Datensicherung möglich
Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und
Pop Up
Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve
New feature alert: Witness signing is now available in Zoho Sign
Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures
Get the capability to convert documents to different formats
Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's
Can't delete/hide related lists
Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list
Make Widgets Clickable or Copiable
Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link
Address Autofill
Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :
Sync custom module ID to Lead module
Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the
In Kiosk, please support "File upload field" in the "Field Update" action
Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,
Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Restrict Employees Access to Zoho Support
Dear Zoho Support Team, Greetings! I am the focal point for all Zoho-related matters in our organization, and I would like to request the following features to help us streamline and centralize our support interactions. We request that zoho one support
How to import timesheets or entries into a projecgt
How can one import timesheets into a project via a csv file?
How to suppress display of "USD" of currency field?
When is Zoho Vault getting fuzzy search?
Seeing posts on here dating back as far as 3 years complaining about Vaults search functionality. It’s terrible. Please include fuzzy search, and sorting of results according to “most applicable”; not just alphabetically.
Self-Support Portal invites
I'm a one man operation and I'm using the free version of the Zoho Desk for now, but I am in need of help. When I do test tickets, I get a reply from the system inviting me to join the Self Service portal. I don't plan on using that, so I wonder if there
Attention: Scheduled Maintenance at US DC on Dec 19, 2024
Dear Enterprise Customer, We would like to inform you that we've scheduled maintenance activity at our US data centers on Thursday, December 19th, 2024, from 5:30 PM to 5:45 PM PT. During this period, Zoho Bookings will be completely unavailable for the
Understanding response time
We have the following set up for our SLA. When a contact first writes in, the response due and resolution due dates are set. When one of our agents responses, the response due goes away. When a ticket gets a response from the contact, it appears to reset
Publish multiple languages at once in Knowledge Base
Does anyone know if it is possible to publish multiple translated articles at the same time? My knowledge base has about 35 languages, and while I have them set up to automatically translate, I still have to go in and select each language and manually
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