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• Display Profile Member Details of Logged In User in Zoho Site

  In a page, I want to display the profile details of the Member Portal who is logged in to my Zoho Site (email, name, etc.). How can I retrieve the email, name, and other data from the logged in user? I know that there is already a My Profile page that

• Issues with Publishing Updates on Arabic Subsite in Zoho Site KSA

  Hello Zoho Community, I am reaching out to share my experience and seek assistance regarding an issue I’ve been facing with my Zoho Site KSA. Despite purchasing the Add-on Subsite twice, my subsite remains unpublished. Here are the details: Background:

• Account name not populating when importing contacts

  When importing a csv file to add contacts the account name is blank? Every other filed gets mapped and imported correctly, i.e contact name, phone number. However not the account name which I have mapped to "company" field in my csv file

• Support for Developing Zoho Recruit Extensions via Zoho Sigma

  Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like

• Cannot use a Zoho Form in CRM Email Template

  I've created a Zoho form that has integration with Zoho CRM and is linked to a custom module. I know the form works as I have tested it. When I try and insert this Zoho Form in a button on a CRM email template set up with the same custom module I get

• Zoho Desk using APIs

  We have generated the necessary tokens and successfully executed the following calls: • List all tickets • Get a ticket • Create a ticket We have encountered difficulties when attempting to perform searches using the APIs related to SEARCH, as it returns

• Terms & Conditions Templates

  We are using Zoho books for more than 5 years now, We have different Products/Services which has different Terms & Conditions. I suggest to add the possibility to save Terms & Conditions text templates which we can choose during creating invoice or quote.

• Zoho Recruit - Blueprint and ZIA

  If I activate the Blueprint for Jobs in Zoho Recruit, Zia disappears for matching canddiates, why is that?

• PDF API FROM ZOHO CREATOR DELUGE SCRIPT

  Hi I am in need of using a PDF Api to compress and Merge PDF files from zoho creator. Any support on this would be really helpfull any sample code for any PDF API would be extremely heplfull

• Create deal from estimate

  Hello, I have integrated CRM and books. I created an estimate on CRM but I would like to allocate that estimate to a deal with the contact. How can I do this please?

• Allow Selection of Multiple Threads and Notes for Splitting into a Separate Ticket

  Dear Zoho Team, We would like to request an enhancement to the Split as New Ticket feature within Zoho Desk. Currently, users can only select one incoming thread to split into a new ticket. However, there are many scenarios where the ability to select

• Execution failure when fetching a Name field from another app

  In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

• Auto-Create OneDrive Folder Structure Upon Lead Creation

  Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create

• Automatically add user on customer portal

  Hi Guys, I have a doubt about how to automatically add user details to the customer portal. Once the user details are submitted through the user form, those details should be automatically updated in the customer portal. how to do that any one have idea

• Lookup field, odd issue

  So I tried creating and app that has the names of engineers so I can use that for a lookup in the other apps that are being created . I add the look up in a new app, launch the app and when I try to fill out the form its just blank in the drop down menu

• Zoholics is weer terug in 2025! Save the date!

  Handen omhoog voor wie Zoholics vorig jaar heeft gemist! Wij ook! Als u nog nooit bij Zoholics bent geweest, leggen we het hier uit zodat u deze kans niet mist. We zijn blij u te kunnen vertellen dat de plannen voor de grote terugkeer van Zoholics in

• ZOho Vault access denied

  Hello Community, I have suddenly got restricted by accessing Zoho vault . How can I get access back ?

• Zoho Sheets working offline

  Hi,  I am looking for the ability to work offline in Zoho Sheets, but currently I cannot find the process to complete this.  Does someone have any ideas or steps I might have missed?  Also does Zoho Sheets have the "Format as Tables" function as is currently in MS Excel 2016??  Many thanks. 

• Shared subfolders

  Am I right in thinking that there is no Zoho email application that allows me to create a shared inbox and then add additional folders/subfolders under that inbox? If so, this is really quite incredible and probably a deal breaker for us to start using

• Incoming call logging in Bigin

  Request support on how can we log calls on bigin which are incoming. This is one of the very critical requirements for us

• SMTP Authentication error with django backend

  Hello I have e zoho mail id info@mindbrewers.in But when i use it for smtp it gives 535 authentication error in django website . EMAIL_USE_SSL = False EMAIL_USE_TLS = True EMAIL_HOST = "smtp.zoho.com" EMAIL_PORT = 587 EMAIL_HOST_USER = "info@mindbrewers.in"

• Important Update: Mandatory Email Domain Verification for Zoho Analytics Users

  To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verify

• Custom Fonts in Zoho CRM Template Builder

  Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

• Power of Automation :: Trigger Automatic reminders to the task owners five days before the due date.

  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:-

• Weekly Tips: Flags for an organized mailbox

  Wishing you all a Happy New Year 🎉 As we step into 2025, it's time to refocus and set our intentions for the year straight. Whether you're already back at work or just returning from the holidays, you probably have emails that need your immediate attention,

• Cleanest way to change billing method after an invoice has been created?

  Hello, I've added a task with a different rate/hour to a project but cannot change the billing method. I get the following error method: An invoice has been created for this project. Hence, the billing method for the project cannot be changed. Do I have

• Weekly Tips: Enhance Productivity with Quick Access

  Having thousands of emails, tasks, attachments, and reminders in a single inbox can make navigating to a specific option difficult, especially when you're in a hurry to get things done without putting in too much effort or thought. Whether you need to

• Language Field on Contact Person-level

  Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

• CRM - Copy data from Single Line to Lookup Field

  Hello, I need help to create a workflow with a custom function in order to copy value from a single value field to a Lookup Field. Module : Shipment Single value field API name : Customer_ID Lookup field API name : Account_ID WOuld be great to have some

• Tasks are not visible or clickable anymore

  Hi, We're facing problems with tasks connected to a module. As you can see, if we open for example an account record, all open and closed tasks are not visible anymore (only text 'undefined') and we can not click on those tasks. Do you know what is

• Payoneer for Zoho

  I have set up a gateway to my Zoho Books i.e. Payoneer for Zoho and connected it successfully with my Payoneer account. Then I created an invoice and sent it foward. But when my customer tries to make a payment, the error screen appears So what can I

• What's New in Zoho Analytics Mobile BI App - January 2025

  Elevate your on-the-go analytics experience with the latest enhancements in the Zoho Analytics - Mobile BI App. These updates ensure a seamless, visually consistent, and feature-rich experience across mobile devices. Here’s what’s new: Enhanced Chart

• Directly Edit, Filter, and Sort Subforms on the Details Page

  Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant

• Zoho One Backup of entire account

  Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

• Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime

  Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this

• Cannot unblock IMAP for my account

  IMAP got block on my account for suspicious activity because I was testing different VPN servers in different locations. When I try to unblock it I get an error that says Sorry , we are unable to process your request, please contact support@zohomail.com.

• Zoho Team Inbox down for several hours

  Error while processing the request! javax.mail.MessagingException: java.io.IOException: Problem communicating with the recipient server

• Migration meines Accounts auf einen europäischen Server

  Hallo, wie kann ich meine Daten auf einen europäischen Server migrieren lassen? Ich habe hauptsächlich mit Kunden in Deutschland zu tun, die einen entsprechenden Datenschutz erfordern. VG, Kai

• Restrict Payment Methods

  Allow us to restrict certain payment methods specific for each customer.

• CHange timeformat in Tasks from 12 to 24 notation. Is that possible?

  Hi, I'm in the middel of the proces to possible migrate from Office365 tot ZOho. There are still some questions. One of them: How can I change the timeformat from 12 hour to 24 hour format? I can change it in my calendar settings, but it doesn't change

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