• Can't sync or send notebooks due to Account email fail.

  Account @inorbit email no longer works with Mail. Please excuse the bold italics to show the common features of the issues. This has bad knock-on effects and can only work in the ipad it was set up in. This is because the account email cannot send. I

• Why is Zoho support so bad?

  We all noticed the IMAP failure last week (see previous threads) We all discussed it on this community site and yet no-one from Zoho support seemed to notice. All of their "status" pages showed nothing wrong (I guess they are fixed to show green/working?)

• Tracking incoming calls on mobile phone

  Hi My sales team make and receive all calls using a mobile phone, no integration with a VOIP/PABX system. I would like to know if Zoho allows automatic tracking of inbound and outbound calls on a mobile phone (in Australia). Is this possible, do I need any integration or is it native within Zoho mobile? Thanks

• Auto messages / Bot messages in Cliq Channel we can't control

  Hi, in Cliq we are getting automated reminder messages we don't want. Who / which app is sending these messages and how do I turn them off? Thanks

• Hide Weekend and Non Operational Hours

  I am creating a Meeting Tracker and using the pre-template Conference Room Booking. I want to display a timeline chart that only shows weekdays and operational hours. Currently, the chart includes Sunday, Saturday and all hours (0 to 24). I have hidden

• Report for leads given to sales people and converted leads

  Hi, I think i've asked about this before. I would like to be able to tell how many leads a sales person has been given during a specific period and also how many have been converted to potentials. This was easy in Sales force as sales force always kept

• Search API do not working

  Trying to search sales order record thru reference number but no result back. Do anyone can help me to debug the deluge? Record API Name

• Books needs progress invoice template

  All of the data fields seem to be available in Zoho Books but there is no progress invoice template that would show original project amount, actual amount billed, percentage of project billed, percentage actual expenses have gone over estimated amount,

• Imap and imappro?

  what is the difference in using imappro.zoho.com or imap.zoho.com ? Regards

• Syntax error that does not make sense.

  Hi all, I cannot fingure out where this syntax error is coming from. I need to add this to a workflow to update a Contact record Account field by matching the email domain with the website domain in the Account record. I found a solution using Zia Search

• Ticket add ons with settings

  One of the key functions that backstage is missing right now? Is the ability to do ticket add-ons. These are used for upselling items and options and generating additional revenue for event organizers. Need to include; The ability to set available quantities

• Upcoming Domain Change for the Hosted Payment Pages

  The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from the first week of December,

• Categorize report values into number-based or picklist based columns to optimize your business operations

  Hello everyone, We're excited to present a new enhancement to reports by which you can create two types of category columns in reports : Number-based category columns - Group numeric field values into user-defined categories. Picklist-based category columns

• Anyone use Multi-Language? Export file doesn't have all fields

  To anyone who successfully implemented the Languages>>Multilingual feature in Desk? The export file I'm getting is missing a lot of fields and picklist values. Did you face that also? If so, how did you address it? I have a support ticket for this but

• How can I make the chat widget looks like this?

  can't seem to find the option. mine just show a huge blue blank space.

• Enroll, Script, Win: Hackathon 2024!

  Hello CRM Developers! Are you ready to create some magic with Client Script and Functions in Zoho CRM? Let’s make Hackathon 2024 an unforgettable adventure! The Zoho Developer Community Hackathon 2024 is here, and it’s your time to shine! REGISTER NOW

• Is something wrong with the visitor tracking dashboard?

  There is a visitor that has my own IP that it's been online for 7 + hours and do not dissapears from the dashboard. I had set my ip to do not track. how can I clear that visitor? also I do not get any new visitors to show on the dashboard unless I reload

• Apostrophe not working in Campaigns

  I'm trying to edit a subscription form template in Zoho Campaigns, but it won't accept apostrophes in the button's text. It converts it to "'" and I can't find any way around it.

• Need help: Different email notifications for manually created tickets vs email-generated tickets

  We're trying to set up different email notifications based on how tickets are created in Zoho Desk: When a customer emails us, they should receive the standard "Acknowledge Contact when a new Ticket is received" notification When our staff manually creates

• WHMCS Supporting Ticketing System connecting Zoho desk

  Currently we are using WHMCS Supporting ticketing system. but now i need connect with ticketing system with zoho desk. how do i connect with this.,

• Could someone help me achieve this

  I want to make Zobot allow my visitors to schedule an appointment using Zoho Bookings. My staff's working hours are Monday to Friday from 9 AM to 6 PM. I already have my Zoho Bookings account, and I've read the documentation for the plugins, but I still

• Chrome autofill breaking subform

  I have a form that uses a lot of subforms. One of these subforms is setup to populate 7 rows for the public to fill out. this is an on load workflow. When using chrome's autfofill feature for a preceding address field, it breaks a multiselect field in

• Domain Mapping Zoho Desk

  Hi, I'm trying to follow this article: https://help.zoho.com/portal/en/kb/desk/organization-settings/articles/support-domain-mapping I created a subdomain on cPanel: customerservice.mydomain.com What DNS registration do I need to do exactly? The type

• Add/Remove Values on Picklist via Deluge Function/Workflow

  I'm trying to figure out how to add or remove a value on a picklist within CRM. For this case, it would need to be done in a workflow function. I see some options for Zoho Creator, but none for Zoho CRM. Are there any functions that can accomplish t

• Moving a Support address to a different Department

  Hi, I have the following challenge. We are moving our technical support to its own department. That means that one of our teams, currently part of a service department, shall be moved to the Technical Support department. How can we move the team/support

• Implementing Segment-Specific Uniqueness Rules in Zoho CRM

  Context: In our organization, we use Zoho CRM to manage leads divided into three main segments: Segment A, Segment B, and Segment C. Each segment has its own management hierarchy, with a dedicated head and several executives handling the leads within

• Having trouble trying to send with a template

  Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocument

• Anyone else having a problem with the macros?

  After I have made a macro and saved it, I went to the manage section, but it does not show the macro (or any macro) I've made.  Suggestions or solutions would be much appreciated. 

• Edge Browser Autofill

  When using the autofill feature on the Edge browser, multiple fields open up and start glitching. Please see attached

• Unattended access of Zoho Assist with Slack Integration

  Can we integrate Slack with Zoho Assist to enable seamless troubleshooting on Intune laptops without sharing admin credentials with users? Specifically, we'd like to 1. Integrate Slack with Zoho Assist 2. Allow technicians to access Intune laptops for

• Migrating from Evernote: Results in MacOS vs iOS

  I’ve just become a Zoho Notebooks user and very easliy migrated my notebooks and notes from Evernote. The issue I’m experiencing is on IOS on both an iPad and an iPhone, which both exhibit the same behavior. If the orignal note had an image and text (in

• This was announced 3 years ago: Export for other platforms are in development and will soon be live in fore coming updates.

  When will it be possible to export in pdf and Markdown? Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export

• Fetch URL parameter on Dynamic Content

  Hello. How can we, in Dynamic Content, get the url of the page? My goal is to have multiple pages (one for each brand for example) and in each page just have a Dynamic Content where it will get the url of the specific page and then will show the information from a specific record of a zoho creator report that I can make. My difficulty is just how will I fetch the URL inside the Dynamic Content. Hope for help. Thanks and regards.

• Cannot apply tags to multiple items at once

  It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)

• Support Web Clipping to Notebook Stack

  The use of Stacks provides a temporary means to store content in what ideally would be subfolders. It would be helpful if, when performing a web-clipping action, we could add something to a Stack within a Notebook versus just a high-level notebook. Ideally,

• questions regarding links

  I am considering switching from Evernote and Notebook is a strong candidate. I have requests regarding links. In the Web and Windows versions, is it possible to display the linked page directly without showing the context menu when I click on a link as

• When will Zoho Tables come to the Canadian Data Center?

  Wen Zoho Tables in Canada? Our team cannot wait to get started with it.

• How do I change the notebook my notes go into

  Hi, I can't believe you don't have this question anywhere in your knowledge base unless I'm just missing an obvious button, but there's too many buttons. Anyway, I don't like the default notebook feature. I have a strong feeling even though I opened the

• Sort Function on Desktop

  I use my DESKTOP version as much if not more than my mobile. As a matter of fact when it comes to entering in the information I use my desktop FAR MORE. The sort feature does not work on the desktop version and even when i sort on the mobile it does not

• Forms to CRM Integration for Multiple Modules

  Hello, I have a form that collects data related to the user and their company. I've setup the Zoho CRM integration using the Accounts module to create a new account upon the form's submission. However, I also need to create a Zoho CRM Contact that would

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