• 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...)?

• Springlearns: How Can Zoho CRM Help Streamline Our Training Program Management and Client Engagement?

  Hi Zoho CRM Community, We are a provider of professional training solutions, and are looking to improve our client relationship management and streamline our training program operations. As we expand our offerings in project management, IT certifications,

• Sync Zoho Desk Teams with Zoho One Departments and/or Groups

  Dear Zoho Team, Greetings! We would like to request an enhancement to improve the integration between Zoho Desk and Zoho One. Currently, when creating or updating an employee in Zoho One, we can add them to the Zoho Desk application and configure their

• Report to show tickets win non invoiced time entries.

  I have a report that lists tickets and associtated time entries for a specified period of time. Is there a filter that can be applied to show only tickets that have time entries that have not been marked as invoiced? Or what is the best way for our billing

• Update Comment Field via Macro

  Is there a way to update the comments in a ticket, via a macro? I see how to update the resolution via macro, but I cannot see a way to update the comments. Am I missing something?

• Two Accounts on a deal

  I have Reseller accounts that generally Purchase and End-user accounts that I need to track. When I lookup a Deal, I need to see both - easy enough. When I lookup one account or the other, I need to see the deal, but I can only see it in one. How do I

• Auto-assign ticket to the agent who closes the ticket

  Hello Everyone! Here we are again, introducing a custom action to help you track tickets more efficiently and optimize your business operations. Imagine managing hundreds of tickets related to banking activities, similar to Zylker Bank. How do you ensure

• Jiraa to Zoho Projects

  I am integrating Jira tasks into Zoho Projects using Zoho Flow, but I need to translate the Jira task names into English during the integration process. I attempted to use Google Sheets as an intermediary, by applying the Google Translate formula, but

• Create Report/Query table from multiple Databases

  Is it possible to create a Report/Query table from multiple databases? example: SELECT "Date", "Time" FROM dbo.database1.thisTable INNER JOIN dbo.database2.thatTable ON dbo.database1.thisTable.date = dbo.database1.thatTable.date

• Tax Updates Revert on Zoho CRM Invoices After Running Custom Function

  Hi everyone, I'm running into an issue with Zoho CRM that I hope someone here can help me troubleshoot. I've created a custom function to update the tax amount on invoices in Zoho CRM. Initially, the function runs successfully and updates the tax field

• No duplicates in lookup field

  I have a lookup field that is based on items from a material report. The problem is, there are a lot of duplicate material names for the particular field that it's based on. Is there any way to limit it to only show one of each item?

• Lookup field based on another lookup field

  So I have a material entry form with a lookup field to an unrelated form in it. I have another form with a lookup field that shows records from the material entry form. The issue is, I want to set the the lookup field in the second form to be based on

• How to send emails from a ticket via deluge script

  We are planning to send an email from a ticket via deluge script how can we do that?

• New in Writer: Create personalized documents with Bigin!

  Hi everyone, We're excited to announce that Bigin now integrates with Zoho Writer as a data source for mail merge templates. This opens up new possibilities for generating personalized invoices, contracts, emails, letters, and other documents. Streamline

• Employee User to see Hours not $$

  We have a Role of Project Manager who needs to be able to see Project Budgets in terms of Hours, but not the $ associated with the budget. We also don't want this Role to see the Hourly rates associated with users on a project. Is this possible? 

• How to pass dynamic parameters in an iframe inside Webtab

  Hello, I have a custom url like htts://www.test.com?zoho_id= 123456789. I know that if a have a custom button and using a custom function (openurl) I can open the above link by passing dynamically the Zoho ID (lets say the record ID in the Contacts Module).

• Zoho Creator Embedding a Zoho Form in a Creator App

  Hi I've created multiple Zoho Forms for my company for internal use by myself, I am trying to find a way I can either create an app using creator that when I open it then I'll have all my forms listed on the left hand side, so each one will have it's

• Agrément Norme Française Européenne Zoho Books, Zoho CRM, Zoho Invoice

  Bonjour, Je fais partie des nombreux Fan de Zoho depuis 10 ans ! Les logiciels zoho (permettant la facturation) sont super mais non agrée depuis 2018  ! J'ai tout capitalisé sur zoho et fait confiance depuis des années et me retrouve dans une impasse. 

• Zoho Books - agrément français ?

  Bonjour, J'utilise Zoho Books pour ma facturation. Je vais bientôt changer de régime de TVA et essaye donc de vérifier si je suis en conformité pour mon logiciel de facturation. Est ce que Zoho Books est agrémenté (selon l'article 286-I-3° bis du CGI)

• Factur-X la norme pour la facturation électronique

  Hello la team Zoho France, J'espère que vous allez bien. J'écris ce post car j'aimerais que Zoho rende conforme les factures émises depuis les apps Zoho Finance (Zoho Books, Zoho Invoice, Zoho Subscriptions) avec le format Factur-X qui devient la norme

• Billable Entries Not Syncing Between Zoho People and Zoho Books

  Hello Zoho Support Team, I’m experiencing an issue with the integration between Zoho People and Zoho Books. Here are the details: I created a project in Zoho People and linked it to a customer in Zoho CRM. The project successfully synced to Zoho Books.

• New UI of zoho people

  I recently switched to the new Zoho People UI, and I’m not happy with it. It’s confusing, and the navigation isn’t easy to use. In the old UI, I could easily view all leave applications for the whole organization. But now, I can only see leave requests

• Issues with email signature not showing up correctly

  I've recently set up my Zoho mail account, and I've noticed some issues with my signature doing funny things such as the logo image getting blown up really large or showing up as an attachment or as text. The text next to which has my name and title is

• Unable to fetch SaleOrders

  We are trying access SalesOrders on the new API, but we keep receiving the following error. We are using Postman to test. Error: URL: https://www.zohoapis.com/crm/v2/SalesOrders { "code": "INVALID_MODULE", "details": {}, "message": "the module name given

• Automatic archive sent emails

  Hi, for compliance reasons we need to archive automatically sent emails, even when an email is deleted from the "Sent" folder. How to achieve that? Thx

• Zero Support For A Paying Customer

  I opened a support ticket to get absolutely no responses. My support request is being 100% ignored. What am I paying for exactly?

• Enable and disable modules within the Zoho Projects mobile app

  Hello, everyone! In the latest Android (v3.9.14) and iOS (v3.9.2) versions of the Zoho Projects app, we have introduced an option to enable and disable the modules within the app. Now, when an user signs up on the app, they can choose modules of their

• Emails "To" showing Subject

  When I send an email template from a custom module, the To section is showing the Subject instead of the recipient email. When I click on it it still shows the email and sends, but it confuses people using it. Anyone know why this is showing this way?

• NodeJS version for CRM custom functions

  It's been possible to write custom CRM functions in JavaScript: The NodeJS version seems to be quite old, according to the scripting functions docs though: The NodeJS editor uses the NodeJS 8.11. Is that version correctly documented? That is obviously

• Zia Suggestions Bug

  Please fix this issue it's annoying (check video attached).

• Update quote information without having to edit or force an edit function

  Hopefully I can explain this correctly!! Our quotes are created in a 3rd party system and then integrated into Zoho CRM Quotes module via the API. In Zoho quote I have some formula fields such as discount % and some aggregate fields for sub total and

• Blueprint automatic transition based on a field in the module

  I've made a Blueprint for sales orders. At some point, we have to ask a subcontractor to contact the customer to agree on an inspection date. If the desired delivery date is less than 21 days from today (Urgent), we want to sent the subcontractor an automatic

• Zoho People in Nederland?

  Goedemiddag allen, Zijn er bedrijven in Nederland die naar tevredenheid gebruik maken van Zoho People? Wij zitten in de transitie naar Zoho One en vanuit de 'beste of suite' gedachte zou Zoho People dan ook een mogelijkheid zijn voor de HR administratie.

• Access extensions while performing task blueprint transition - Zoho Projects iOS app update

  Hello, everyone! In the recent iOS version of the Zoho Projects app update, we have brought in support to access the extensions while performing the blueprint transition on the tasks. Please update the app directly from the App Store or using the link

• 2nd and 3rd Email in Workflow fails to send

  I'm having trouble sending a 2nd and 3rd email in a Workflow. Here's a screenshot of the workflow. Again...like the last topic I posted...it's VERY SIMPLE and it still will not work. This is incredibly frustrating.

• How to Perform Global Search

  Hi everyone, I am working on an integration project using the Zoho CRM JavaScript SDK. I’ve implemented functionality to create and open entity records, but I am stuck on a specific requirement: I need to implement a global search feature where given

• Subscription warning makes no sense -- no response from support so far...

  I have a warning message on my Mail that reads: "Your Zoho Mail Subscription has expired and your account will be suspended on Nov 23, 2024. Renew immediately to continue services." I can see the invoice was paid on Nov 23rd and I'm confused as to why

• Zoho Mail

  My domain and email hosting is Ionos, I'd like to switch to ZOHO, I purchased 1 user to do the test, I don't know how to set up. I have the following issue: 1. I tried to only transfer 1 mail account to test, once I set up as the suggestion, all other

• Option to start the whatsapp conversation with a lead or deal from within crm

  Currently in zoho crm there is no option to start a conversation with a lead. However we can send templates to contacts or leads in Zoho CRM through approved templates using workflows. But Users are not permitted to initiate conversations with leads or

• Error while setting up IMAP configuration

  Hi. We're getting the following error when we try to set up the IMAP configuration. How can we solve this problem?

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