• Zoho People down

  Zoho People (EU) appears to be inaccessible this morning. Have gotten through log-in and MFA but have been on the "Please wait while we work our charm..." page for several minutes now. A colleague has tried to access it via the One dashboard and experienced

• No Zoho Support on the weekends or after hours?

  Zoho Support is only available Monday - Friday during normal business hours. My business (as does many businesses) operates 7-days a week. Last Saturday, I had a client come in and in order for me to help her, I needed to log into CRM but to my surprise,

• How do I overcome the 800 transaction rule limit?

  I just received a message: "You have reached the maximum rule limit of 800." I searched the documentation, and I didn't find anything about the cap or limit. I asked the ZOHO Books team if there is a way to increase the limit. Their answer was: "Please

• Search functionality in Vault is very poor

  Hi Zoho Team Please... the search functionality is absolutely vital in Vault, particularly when it's being used by a team. It's just a fact of life that everybody has their own way of naming something, so using exact match on the Password name is horribly

• 👋 Pessoal, como está sendo sua experiência com ferramentas de produtividade?

  Percebo que muitos usuários de soluções como Google Workspace e Microsoft 365 acabam enfrentando desafios quando pensam em migrar de plataforma, especialmente por conta de multas contratuais ou até pela complexidade em adaptar as equipes. Além disso,

• Parent - Child Ticket Twins

  I think i maybe losing my mind. Are these two completely separate parent-child ticketing functions? I think I remember adding a plugin years ago and I think I also remember seeing something about parent-child ticketing in a release notes being added.

• Can the Comments from approval process be posted onto a module field and not on the timeline?

  I have set up approval process for the quotations module and would like for the approval comments to be posted onto a module field as opposed to me searching for the particular quote and going to the timeline section. This would also help keep tabs on

• auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

  auto reply shopify order details in zoho desk based on order number in subject using deluge script custom function

• Is there an ability to keep the status field unlocked while having an active blueprint?

  Hi. Is there an ability to keep the status field unlocked while having an active blueprint? Here is the case. We have a transition let's say "Ask to the customer" When we do this transition the Status is switch to "waiting for customer" But if for exemple

• Rename Category and Sub Category fields

  Is it possible to rename the field labels for Category and Sub Category - if so can this be done at layout or department level ?

• Thoughts on users being able to create Zoho accounts?

  For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.

• Bcc option in "new ticket --> send as email" disappeared

  Is it just me or did the bcc option disappear in the "send as email" option of new tickets in desk? This is very inconvenient.

• How to Automate Form Creation and Workflow Setup in Zoho Creator?

  Does anyone have ideas on how to create a form workflow that can perform the following functions automatically when a new submission is received for the existing form? Create a new form and report Create a new page Generate a new form workflow for the

• How can i use edit url in the html snippet dynamically using parameter ? after clicked on that value

  after clicked on that value ..  How can i use edit url in the html snippet dynamically using parameter ?  for each record their corresponding record will open..  Can we have sample url for the same ?

• Updating sum of subform

  I encountered another problem for updating of sum of fields in a subform. on a main form (Make_claim), I have a dynamic drop down (approved_budget_purpose) list to which filters the the items display in a subform (expense_claim_history1). In the subform,

• Ability to rename community tabs as own preference

  Current zoho desk community tabs unable to rename however i see it has as suitable standard for most communities But it will be more better and beneficial if possible to modify(rename) then we can use the community for various purposes and able to change them as very convenient for, various product & services various fields organizations push(add) many topics types into one community instead host several community forums or portals. Setup > Channels > Community > Preference > Topic Type This's an

• How to a customise the support email id to our custom domain

  we need to have support email address in our custom domain email id. how to do it?

• Enhanced Anti-Spam Capabilities for Zoho Desk

  Dear Zoho Team, We appreciate the existing feature in Zoho Desk that detects and automatically marks suspicious email tickets as spam, moving them to the spam tickets view. Additionally, the ability to auto-mark associated contacts as spam is helpful.

• Trying to sort tickets in "Status" mode by age

  Struggling with an odd issue, hoping someone can help. Trying to use the basic "Status" ticket-view, but can't find the setting that will put the oldest tickets at the top of each "Status" column. I found this in other ticket-view options (classic, compact,

• Associate all "Active" users to a newly created project... (Zoho Projects API Documentation lacking)

  Today I spent almost 3 hours trying to do something which I discovered has been asked for for over 14 years in Zoho Projects, that is when a new project is created to assign all active users to the project. My first thought was, okay this should be fairly

• (MAJOR ISSUE?) Chat GPT integration. Wrong endpoints in API integration for embedding models.

  There seems to be a issue with the API endpoints with the ChatGPT, Zoho Flow integration. When using the model 'text-embedding-ada-002' the endpoint should be v1/embeddings but instead it's v1/chat/completions. Here's an example of the history on a failed

• Undocumented System Variables

  Hi, The documentation that I'm aware of for Zoho Analytics system variables is found here. However, I don't see the system.timeline.date.from and system.timeline.date.to variables listed. Where can I find a list of all the system variables in Zoho Analytics

• Calculating Active Months and Recurring Monthly Revenue

  Hi everyone, as part of my offering I have a membership community that people pay monthly for. This is hosted on Squarespace. In my Zoho CRM I have added a field for the date a person becomes in active. This means there is a "closing date" which is the

• Zoho Developer Community Monthly Digest - November 2024

  Hello everyone! Welcome back to the November edition of the Developer Community Monthly Digest. Dive in to explore the upcoming events, hands-on training sessions, exciting product updates, insightful discussions, and more to keep you informed and inspired!

• Process FOR loop for subform items in the order of the manual sorting

  Hi Guys, I have searched everywhere and tried everything, but I still not able to resolve one particular challenge. I have a subform in my Invoice with rows for each item. I made it so that we can change the order of the items manually. I need to be able

• Foreign currency Bank Account month end revaluation

  I have a question i have 2 bank accounts one in USD and the other in EUR , how to make the month end journal entries for exchange rate revaluation , also how to maintain the exchange rates daily on Zoho books for the foreign currencies . I made transfer

• Zoho Forms Integration with Sign

  Hi there, following recent feedback that Zoho Sign is really not very useful friendly when using a mobile device I am exploring integrations with Zoho Forms. I have managed to create a form and integrate this into Sign pretty easily when a form is just

• [Free Webinar] Creator Tech Connect Series - Product Release Updates in Zoho Creator

  Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

• Introducing color coding feature of picklist fields in Meetings

  Dear All, Greetings! As part of the ongoing UI enhancement, we are excited to introduce color coding of picklist fields in Meetings. 'Meetings' is a great way to collaborate with peers and stay productive. You can block the calendar, invite participants,

• Why Zoho Campaigns have massive more limitations like other software?`

  Hello, it was a time we managed +300 zoho campaigns accounts. But after only 3 years we handle now only +70 accounts. The reason? Because other solutions integrate much faster new functions. And not only this: They do not only release a new function -

• Limit tasks per due date

  I am trying to figure out a way to limit the number of Tasks users can set on any given due date. But the number of tasks will differ for different users. Example - User 1234 will be permitted 100 tasks on each due date User 5678 and User 9012 will be

• ZOHO CRM API changing timestamp format

  I'm working on integrating ZOHO CRM API with USM anywhere. USM anywhere supports only a few timestamp formats. the current timestamp format( yyyy-MM-ddTHH:mm:ss±HH:mm) is not supported by USM. Is there a way I can change this format to for example(yyyy-MM-ddTHH:mm:ss)?

• Formula field update

  In a Blueprint, I have a stage called 'Plan inspection date'. At this point there is a fork, which depends on the number of days between now and the installation date. If there are less than 21 days, then the inspection should be planned urgently, if

• Automating Employee Birthday Notifications in Zoho Cliq

  Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

• Surpress Zoho warnings in Customer Portal

  I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal

• Send email to all contacts related to a module

  My use case: I have a module named products, the records of which contains a related list of contacts associated with subscribing to that product. In cases where i need to trigger emails manually to give specific unprecedented updates of that product,

• Custom Modules Support for Zoho Creator Integration

  The title says it all. We have to create custom coded widgets for every little thing because this is not supported. Zoho Creator does not support custom modules. Zoho Forms does not support Multi-select-lookups. The point of Zoho is to not have to code

• C# SDK net8.0 compatibility

  The NuGet packages seem to be targeting .net4.6.1 only. Are there any plans to target .net8.0, which is the current LTS version? Which package should I be using to interact with the API when targeting .net8.0, if any? If the SDK does not readily support

• Notifications

  I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notification on the bell icon however with a delay from real time and without a sound,

• Zoho Mail - CRM Widget

  When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRM

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