• Webinar - Holiday Marketing Hacks | Zoho LandingPage

  As the holiday season approaches, it’s the perfect time to refine your marketing strategies and prepare for the influx of shoppers looking for the best deals and offers. To help you navigate this bustling time of year, we’re hosting a special webinar

• Lay-out rules without a blueprint

  Is it possible to implement lay-out rules within a blueprint? I want that the field 'Intermediair' only appears when the value of 'Type klant' = 'X'. Besides, I want that a new record in the 'Onboarding' module should be created ONLY when 'Type klant'

• Power of Automation: Seamless Task and Issue Id Prefix Alignment with Project Prefix Id.

  Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

• Money Lending Operation - Simple CRM with Action calls

  Please check the attached PDF. Please provide a timeframe, proposal and rough sketch on what you can do. You're welcome to remote into our PC to get a look at the current CRM structure and see what needs to be done. Thanks! Budget : TBD | Duration : One week To leave a private message, please click the link for private response in post Action section. Download Attachments

• Not able to add custom fields data in zoho books contacts with deluge script

  Hey here i have written the deluge script in zoho crm to send data of contacts in zoho books but only contact_name is getting entered in zoho data vendor_data = Map(); vendor_data.put("contact_name",beneficiary_record.get("Name")); vendor_data.put("email",beneficiary_record.get("Email"));

• Zoho books reporting API

  How to get the Zoho books reports using API. I need to get various zoho books reports.

• How to refund for multiple Credit Notes to a Customer.

  I have a situation where in there are multiple credit Notes for a customer. How can i select all the credit notes and do a single refund.

• One form, two modules

  I want to create a form for Zoho CRM that will retrieve information from two modules - Contact and Deals. Is this possible? If so, how can I accomplish this? Thanks

• Zoho Inventory making changes to previous Fiscal Year Trial Balance

  I'm running into an issue with Zoho Inventory syncing to QuickBooks and making edits now to journal entries made in our previous fiscal year. Fiscal Year End reporting has been completed, but our balances keep changing. If we make purchases or credits/returns

• How to know account verification mobile number

  How to know account verification mobile number

• Native Barcode Generation in Creator

  Hi all, I saw somewhere in a release announcement that Creator was going to add native Barcode/QR code generation, which was suppose to happen earlier this year. Anyone out there have any insight into how much further out this is? Thanks!

• Saved Searches and Tags

  Hello. Perhaps I am overlooking this, but it would be very helpful if the saved searches permitted 'negative' values (e.g. "Does Not Have). For example, I have a saved search where emails that have a certain tag (Client Tag) are presented in a saved search.

• Sharing Newsletter from Past Campaign when I don't have a list

  I have created and sent a campaign (i.e. a newsletter about my blog-articles). The campaign was sent to "segments" I'm trying to post a link to past newsletters, but as best as I can tell, to create an "Archive Link" you must select a "List" I got to

• POP/SMTP access authentication failed

  I am unable to log setup outlook for my zoho mail account. I am using these settings pop.zoho.com port 995 SSL poppro.zoho.com port 995 SSL smtp.zoho.com port 587(tls)/465(ssl) username/password works on mail.zoho.com but not with POP access. Can you

• Workflow for a whitepaper

  Hi, I would like to set up a workflow for sending a white paper. First, the user should register using a form. They should then receive an e-mail confirming their e-mail address and consenting to their data being used (double opt-in). If they confirm

• Add the possibility to reorder rules

  Right now rules are automatically ordered as they are added and they cannot be reordered. An example scenario where I find this is often needed is when working on more complex forms that have many fields and rules. As the form gets created and even after

• Zoho Recruit: Time to Step Up Your AI Game!

  I've been using Zoho Recruit for many years and I love it. But let's be honest, it's starting to feel a bit like a relic from the pre-ai era. I recently tried out new systems that have ai resume screening and ai interviewing capabilities, these systems

• Deluge Script with Google Drive Connection

  Hi, I am trying to find a file usine file name in a specic Folder Id in google drive but unable to figure out how to use the connection in google drive. We have created a connection in google deluge script in the name of "gdrive" response = invokeUrl

• how to make a downloaded file has file name + file extension in its name?

  I want to download the file from 'File Upload' Field in Zoho CRM, after download the file then I will upload it to our own image server to create a download URL link. I wrote the code below. but the problem is, the file name doesnt have file extension

• Setting for Warning on Customer Email Address When Creating a Lead

  Hello, I wanted to check if anyone knows if there’s a setting for this: When I create a new lead, I would like the system to warn me if the person already exists as a customer under that email address. Just to clarify: I’m not talking about being warned

• Get the body of an email from the Email module using a workflow

  Hello Folks, I've created a workflow that works on the "Emails" module, this workflow sends the email information to a function. My Question is: How I can obtain the body of these emails? Since there is way to get the body from the fields of the Emails

• Reporting Tags as a column on custom reports

  Hi support team, Is there any option to view the reporting tags added to the transactions as a column in the cutom reports? At the moment, we are able to see only the default columns when we try to create a custom report, but will be great to have information

• Unable to send email from PHP using smtp with PHPMailer

  <!DOCTYPE html> <!-- To change this license header, choose License Headers in Project Properties. To change this template file, choose Tools | Templates and open the template in the editor. --> <html> <head> <meta charset="UTF-8"> <title></title> </head>

• Reassigning Admin User

  I need to reassign an admin user to a new employee. If I transfer the admin user data to another admin user and then delete the old admin user, will this impact any workflows, automation, campaigns, that were created by the old admin user?

• How to concatenate to make clickable url?

  Hello, When I type url in cell it automatically creates hyperlink. Now, if I CONCATENATE two cells like this A1:http://www.domain.com/    B1:blog   to make C1: http://www.domain.com/blog  it doesn't create a clickable link. Why not?

• Emails in Candidate records - show all as a default option

  Hello, Zoho, please, could you finally make a change in the default setting of emails that are shown at the candidate records, that all emails were shown as a first option, not only emails sent/received by the concrete user? When there are emails sent/received by a different user than the one just logged in, many times it seems that there are no emails at all. It is very confusing. Can you please do something about it? Thank you  Miroslava

• Can not buy warehouse One Zoho One

  Goodday, I have zoho one now and i hade stand alone from iventory also as the rest, i have Zoho FSM for the employees Normaly i could buy a exstra warehouse for 9 dollors but now i cant buy anything anymore Whats goning one? because our employees can't

• Problems with DNS verification - NIC.AR

  I have sent an email 10 hours ago to the Zoho support email address but I got no reply yet! I searched for some related topics in the forum but none seems to be having this problem: NIC.AR requires 2 (two) DNS for the domain configuration and they do not require any name for the host/cname. Can you provide a second VALID DNS besides zmverify.zoho.com which I can add at NIC.AR? I contacted the DNS manager and he said the only way to properly verify (they call it 'delegate') the domain is by adding

• Unable to attach files to mail

  I am unable to attach files when I compose a mail message. There is no error message. When I click attach, there isn't a window that opens so that I can choose the attachment.

• Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

  Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

• CRM subform hide delete icon

  Hi, is it possible to hide the delete and duplicate buttons on subforms in CRM with client script? I have set the fields to readonly via client script: ZDK.Page.getSubform("Subform").getField("field").setReadOnly(true); Users cant edit the fields anymore,

• Domain registration

  Good morning, dear all. When attempting to create a "custom" email for my brand, I was informed that the domain www.pratuacasa.com.br is associated with the account "c*****o@p*****" As a result, I do not have permission to proceed with registration on

• Moving my Email Account to Zoho

  Dear, I'm having a problem transferring my e-mail account from G-suite to Zoho. Yesterday I canceled my e-mail account at G-mail, but I'm not getting to create a new account at Zoho. I always receive a message that my domain still is associate with my

• Convert Zoho Inventory Sales Order to Invoice via Flow?

  I'm not seeing how to create an invoice from a sales order in Zoho Inventory via Zoho Flow. Am I missing something, or is this not possible? I can see how to create an independent invoice, but not one linked with the sales order. Is this yet another area

• Oops! An error occurred when attaching the file. Try again.

  Hello, I keep getting this error when I try to attach a file. Clearing the browser cache did not help.

• profile image

  I have added the notebook app on both windows and then ubuntu. How do I add a profile image? When I click on the image area nothing happens. I have a profile image on my account that displays on my account, but not on the app.

• Do Notes transcribed on an iOS mobile also show on the Desktop?

  I have recorded 2 audio recordings on my iOS device. The audio recording has been transcribed on the phone but I can't see this on the Desktop when I select the transcription tool. Am I meant to be able to see the transcription on the Desktop (Windows

• Linux app. Can't edit a note with broken sync.

  How I can repair sync for a note with broken sync icon (look screen in attachment)? I have many notes with this icon and I can't repair of those sync. I try using hard fetch from server and switching by versions of a note, but it's no has effect. Example

• Help

  I cant retrieve my data after switching to new phone. I neeed help!!!!

• Sub folders

  I’d love to migrate fully over to Zoho from Evernote. It’s a gorgeous app that has everything I’m looking for… except there’s one huge feature missing. That’s the ability to have subfolders. I know I can group within the notebook. However I need a way

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