• how to add a folder to each customer

  Dear Zoho team, I`d like to have a folder for each customer (filled with pics and Excel files, max around 150 files per customer). Could you help me how to do this? Thanks Peter

• I import contacts and get an error message: This is a Converted Lead.

  These contacts are skipped and not uploaded. How do I fix this error? What is this error? Thanks, Eyal

• Important compliance update: Ensure SMS delivery chain registration

  Hello marketers, The Telecom Regulatory Authority of India (TRAI) has issued new compliance directives to ensure the responsible use of telecom resources and prevent unauthorized activities. These updates impact all principal entities (PEs), and complying

• Font Size Jumps to 72 and won't do 48

  I am trying to set my Heading on note to 48. As soon as I start to type it automatically Jumps to 72 and when I try to put back to 48 it jumps right back to 72. It's not letting me do any other size in the text body than 34 (or 32? 36?) When I change

• How do I migrate a second Evernote account to a new Notebook Account?

  I created a second Notebook account to migrate a second Evernote account. When I log into the second account and try to migrate the second account it defaults to the first Evernote account I already have migrated to the first account. How do I get the

• Declutter your mail box by choosing what you want to receive

  Sorting through a cluttered mail box on the first day of a work week is always protracted. There is a good chance of being looped into irrelevant emails and also missing out on important ones. We, at Zoho Sprints, empathizing this, have provisioned an

• Access To One Drive (Business / Sharepoint) Inside All Zoho Products

  A vast number of businesses are switching to Office 365 with Sharepoint and Onedrive included. At the moment getting documents in and out of Zoho requires us to upload download via the local PC.   At the moment you do have One Drive within Zoho Desk, but not Creator and it is only a personal one drive account, a business One Drive will not work.   If it did, then I could access Sharepoint files without having to go back to Synced files on my PC. The only reason we have synced files is due to programs

• Unable to set repeat reminders

  I’ve been trying to set a daily reminder on one of my notes, but keep getting an error message (picture attached). Anyone able to help?

• Is Zoho Notebook part of Zoho Creator, or do I have to pay for separate subscriptions?

  Our company uses Zoho Creator, and I have an admin account on there. I was just trying to figure out if I will have to pay for Zoho Notebook separately, or if it is included in the fees for Zoho Creator.

• iPhone OS can't change font

  Hello, I have set a default size and font in my online setting and this seems to be fine for my Mac OS desktop version. I'm using approximately a 16pt non-serif font which is fairly easy to read. However, on my iPhone, it is a small serif-font that is

• Many to Many relationship from Accounts to Contacts

  I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each

• Shared Mailbox - CRM

  How to link an email sent to a shared mailbox with a contact or a lead in CRM. I tried with Teambox, the extension does not. I tried with shared mailbox in mail, this was disabled by the support because not planned. Please give me the correct way to do

• Email id

  My old email id from which i logged in is no longer available with me. I want to change my email id but i am not able to do it. Can somebody provide any assistance?

• Grouped Files are completely missing

  I made a new note and suddenly all the other notes in groups in that specific folder had suddenly vanished, not in the trash or another folder, completely gone for good, even on the web version. What happened and please how can I get these files back

• How to schedule reports to email directly to clients

  I'm scheduling reports of activity on a client's account which is working fine. I would like to automate this report to go directly to my client, but cannot see how to do this, either in reports or in workflow. Is this possible? Alex

• Unleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ

  Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,

• Create journey and use history data of website (e.g. page visited)

  I'm trying to figure out how to create a journey that allows me to do something (e.g. top up lead score) based on something the contact did before he filled in the submission form and actually became a contact. Example: anonymous website visitor visits

• Restrict access to workspace

  Hi I have a Workspace - I'd like to restrict access to this workspace to myself (the account admin) and 2 of the 5 organisation admins i.e I have workspace I'd like to keep 3 of the org admins from accessing. I don't want to change the 3 org admins to

• Adding Leads via ZoomInfo Get Created under a Different Owner in Zoho CRM

  Hi! Whenever I add leads to Zoho CRM via ZoomInfo, they always get assigned to a different contact than myself. I want to be the lead owner and am struggling with where to fix this. They always get added to the same owner. Thank you!

• Hiding the default navigation bar

  I would like to hide the default navigation bars on my html page views and replace them with my own custom navigation on the html page itself. Is this possible? I have tried hiding all sections in Application Settings --> Sections but the bars are still there. Thanks.

• Email Parser

  I have tried email parser with the help of youtube. i setup a new rule for the email parser and sent some test mails. But ending up with the status Rules not matched. Kindly help me on this

• Feature request: map, calendar, list view

  A) It would be great if I can view notes according to location. Just like in iOS photos I can look at a map and zoom in and see pictures taken at that location, it would be useful to see notes created at certain locations. And the ability of turning this

• Apostrophes stop Analytics dashboard rendering when embedded in Creator

  I have an Analytics dashboard which I am embedding into a Creator page, prefiltered to the organisations that the user belongs to. This works beautifully, except when an organisation name includes an apostrophe, at which point the Creator page thinks

• User data loss

  Hello Zoho Team, After the scheduled server maintenance you had, half of my Zoho notebook notecards are gone, not showing in notebook desktop app, notebook web app. And not even in the trash folder. It had some important notes related to my studies. This

• Zoho Gmail Extension Not Working Properly

  Hello. I am having an issue where the zoho extension added to my gmail isn't working properly. First of all, I cannot open the notebook from the sidebar. I did in the beginning, now I have no idea how to open the notebook. And added some things. Now it

• Zoho CRM - looking to create a custom module to replace the out of box Notes feature

  Hello, I am looking for feedback and ideas from the Zoho CRM community regarding my dilemma . . . . our sales team uses the mobile app daily to conduct their business. Each rep is required to enter notes to track their activities/engagement with potential

• Update a field everyday

  Hi, I have a field called “Estimated Shipping Date”. This field is the result of the sum of today + field —> “Today + CPQ Days”. I have a function called “SHIPPINGDATE”, that is activated via workflow rule when “CPQ Days” field is updated. However, I need to a workflow rule that activate this functions everyday at 0.01am, if the stage of the deal is “En Revision”.  I have my deals under revision for a few days, so I need “Estimated Shipping Date” to show the correct date, so in order to do so the

• Attach photo

  I am using the iOS mobile app and I cannot add photos to a ticket.

• File uploading enhancement - Zoho Projects iOS app update

  Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automatically

• De-associate Topics from Marketing Subscribers

  We would like to delete topics from Zoho Campaings but we are encountering the following error: "You cannot delete this topic as it is used in the components mentioned below", but, since we removed the topic we want to delete from all automations we can't

• Multiple approval process steps for the same field don't trigger

  Hey everyone, I've been trying to make two Approval Process Steps for one specific field (pick-list) but the second step never triggers. The logic is this: When a record is created, the pick-list field has the default value 'waiting for approval'. While

• Problem to link zoho CRM to Zoho Desk

  Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.

• Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.

  It seems like the importing of customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from other CMMS and accounting systems like QBO should be more "baked into" the product. I can't really test the

• Series of Events

  Is it possible to create a series of events for people to register for?  For example we are going to have an online series and would like it if the attendee could opt to register for just one event or all of the events in the series.  TIA!

• Integrate with Gusto Payroll

  We use Gusto for our payroll system and don't have any plans of changing that. Gusto handles payroll, a very complicated business process, seamlessly. Xero, a Zoho Books competitor killed off their own payroll product and recommended that their customers use Gusto instead. An initial integration (without Zoho People) would be quite simple, as Gusto would simply need to post Bills to Zoho Books with the appropriate Books Accounts tracked, that could then be reconciled with debits from the business

• ZOHO Payroll for Georgia

  I've been waiting for Zoho Payroll to come to the US. Now that it's here, it's not available in my state. Any idea when it will be available in Georgia???

• 【東名阪の3都市開催！】11月ユーザ交流会 参加登録 受付開始（参加無料）

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ※以下、記載順で開催予定 🟠 大阪ユーザー交流会　11/21(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション 　ーZoho サービス活用事例：Zoho

• Product Management per Customer

  Zoho Desk has the ability to register products, and customer can associate the Product with a ticket. What would be very very helpful for our type of operation, and I assume many others, is to be able to associate specific products with specific customers

• How do I have to make a

  How do we have to have a i

• Zoho Desk API - Rate Limits?

  A number of posts on this forum state that the Desk API has no rate limits. For example - https://help.zoho.com/portal/en/community/topic/what-are-the-rate-limits-for-the-new-desk-apis-and-is-there-a-way-to-get-tickets-by-ticketnumber. However, I am getting HTTP 429 ("The maximum number of API calls that can be made per minute has been exceeded") error every now and then while running a bulk sync job. What is the rate limit for Desk API, if it has been formalized now?

• Next Page