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    Hi, we would like to use the functionality that there is a retainer invoice created automaticaly, when the customer accepts the offer. The "problem" is that the mail with the retainer invoice is sent imediatelly to the customer, which is kind of "impolite".
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    Hello. I'm not a programmer, but am trying as an amateur to have a form create a new quote so I can guide my sales reps with questions to accurately fill out the quote. We use zoho books. After three days I've successfully been able to create a quote
  • copy the row to the end of table if under condition

    Hi, my table is created from zoho forms entry. Lat's say that column 3 has value 1 or 2. when the value is 1, no action is needed but when the value is 2 I would like that entire raw was automatically copied to the next row - it is the end of the table.
  • Integrate WhatsApp and ZohoOne

    What is the most recommended application or tool to integrate WhatsApp and ZohoOne? That allows, for example: - When a new lead is generated in Zoho CRM, the lead automatically receives a message by WhatsApp. - In line with the previous point, schedule
  • Allow Zoho Cliq Admins to Manage External Channels Without Joining

    Dear Zoho Team, Greetings! As a Cliq admin, I can create external channels, but there is currently no way for me to invite external users to these channels without being a part of them. There are scenarios where, as an admin, I only need to set up the
  • Invite External Users to Channels via Zoho Cliq Mobile App

    Dear Zoho Team, Greetings! Currently, Zoho Cliq allows us to invite external users to an external channel through the web interface. However, this functionality is not available in the mobile app. We kindly request the addition of this feature to the
  • Deluge help - Looping in Zoho CRM

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  • Assistance Required: Email Authentication Issue (SPF/DKIM) for Domain clearskyaerials.net

    Dear Support Team, I hope this email finds you well. I am experiencing an issue with my email services after linking my domain clearskyaerials.net (hosted on Zoho) to WordPress for website building. I am unable to send or receive emails, and the following
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    I have a main email account but also access three other email accounts set up in Zoho regularly so I set them up under my main account. Each account should have its own storage. However, I recently got a notification that my email was reaching its storage
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    I am not getting any emails. All DNS is correct. I have been waiting for over an hour for my test email from my personal Gmail account to arrive into my Zoho Mail.
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    MX records are set up correctly, and email routing is set to remote. I am using WPForms on my website, which has been configured to send notifications to my Zoho mail. When I configure the notifications to my gmail account it works perfectly but I want
  • Not receiving emails; sending fine

    I got my last email at 5:09 MST this morning, but I'm not receiving any right now. I've made no changes to my MX records recently, and when I check them, they point to Zoho mail.
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    I'm trying to create a task in Zoho CRM by creating a new module entry. I'm getting an error: "Zoho CRM says 'required field not found'. Check the input for What_Id and try again." I'm assuming the What_Id is the "Subject" in the create entry task. I
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    We want the Blueprint and SLA violations reports to be placed into the Helpdesk Reports folder on Zoho Anaytics by Zoho. We don't know the rules behind these dashboard kind of reports on Desk so it would take us a lot of trial and error to create them on Analytics by ourselves. Please help us out by directly creating the templates for these reports on Analytics.
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  • Free webinar alert! Overcoming Hybrid Work Challenges with Zoho Workplace

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    How can I auto create and send an invoice for an upcoming subscription renewal in advance.  Eg: Subscription stars on 1-Feb-2017, but I would like the invoice to a sent to the customer on 1-Jan-2017. (30 days in advance).
  • What's New - November 2024

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  • ¡Zoholics vuelve en 2025! ¡Apúntate esta fecha!

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  • Validation rules for fields used in blueprints

    Dear community, I'm designing a blueprint for me leads nurturing process and I've noticed an issue with the validation rules applied for fields. I've applied a validation rule for the "PHONE" field and it's working just fine when I insert a new phone
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    I just recently got promoted to Admin access for Zoho One, and in our Zoho Sign account; the create template button is no longer available to my view? I've tried multiple browsers and even Windows and Mac. Any thoughts?
  • Change/reallocate different key combinations to enable the Zia Search feature in Zoho Projects

    Hello, Typically the cmd + "/" or Ctrl + "/" keys combination is used for commenting a code line. However, in the custom function module in Zoho Projects (specifically), the key combinations triggers Zia Search widget which distracts during coding and
  • Streamline appointment booking for patients | Kiosk Studio Session #3

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  • Help Needed to Recover Emails After Deactivating Zoho Account

    Hello Zoho Community, We deactivated our Zoho account two days ago but unfortunately did not properly transfer our email services before doing so. As a result, we’ve lost access to our Zoho emails and data. Is there any way to reactivate our Zoho account
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    Hello everyone, I've been trying to find a way where a date field gets automatically updated according to the value of a different pick-list field. The pick-list field can have the value "3 months from now" or "6 months from now". The logic is that we
  • How to use an output from a function as a criteria on a decision path on Kiosk

    Dear community, Is it possible to use the result of a function executed in a Kiosk flow as a criteria in a decision step in Kiosk studio? Let's supose I have a function that makes an API request. Is it possible to define the next step of the Kiosk flow
  • Creator - Programmatic Update not Triggering Flow

    I have a Flow set up to be triggered by a Record Updated action in Zoho Creator. When I update the record manually via the UI, everything works as expected. However, I have a workflow that can be triggered in the UI to update a specific field in the Creator
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    As of Friday, the session confirmation exclusion list is not being respected. Instead all remote sessions are prompting for confirmation, including those in the exclusion list. For some of our critical shared machines this is a significant issue as the
  • Connecting Zoho Creator app with Zoho Sites

    I created a custom domain on Zoho Creator for my app (and it is verified), but when I click the link for my custom domain, it redirects me to my website. I want to link my portal to my website so that customers don't have to sign in to multiple locations.
  • Feature Request: Export\Import Flows

    Hi, As A Zoho Systems Builder and implementer, I Like Working With this great tool! Makes my automation work a lot Easier! Thanks! It would Save me a lot of time if I would be able to export And import flows (To JSON).
  • How do I list all users and their email addresses within an application?

    The application I created is a system where by users submit issues.  An admin will then assign the issue to a particular user (not necessarily the one who submitted it).   Obviously I need to create the users in the Setting page and allow them access to the parts of the app that are relevant to them.    My question is this:   Is it possible to create on a form a dropdown box that will show the available users or do I need to create the user a second time within a table (ie.  Name, Email, etc...)?
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