• CRM-Finance Sync Deleting Billing/Shipping Phone Numbers

  (cross-post from Zoho Books forum) My business process involves programmatically creating customers in Finance via Zoho Flow when a customer places an order on my Woocommerce site. The customer is created as an Individual customer. This process fills

• Campain test e-mail not sending

  This is my first attempt at using Campaigns... Every time I try to send a test e-mail, it tells me "Failed to send test email. Please try again later" I've waited until later and I'm still getting the same message - is anyone else having the same problem,

• Mobile View - Not Friendly

  Hello Everyone! As you can see here, i want to know what to do with my email template. On my mobile view, you can see that my name is in 2 lines, and the numbering is not supposed to be on the top. Is there anyway I could do for the mobile view to like

• API credit to access zoho projects

  I have asked for some API credits to access zoho projects, which I can obviously pay for. However the support team has been very hesitant to provide those. Why is it so?

• VAT ID

  Dear Zoho Commerce Team, many Zoho Commerce users in some Zoho Commerce threads are asking very loudly the same: due to EU regulations we need a VAT ID in the Zoho Commerce framework. (https://ec.europa.eu/taxation_customs/business/vat/eu-vat-rules-topic/vat-invoicing-rules_en)

• Attention Content Character Limit Issue

  Hello, I am trying to customize/format the content that is shown on an invoice sent to my customers, and use custom fields in this content.  However, there is a 255 character limit set on the text you put into the "Attention Content" field on an invoice.

• I'm unable to receive mail sent to myself.

  Email sent to me from me is being blocked, a.king at securityranger (dot) com. This problem comes from my WP website of the same address with a custom SMTP installed using Sendinblue services. MX records look to be all fine, and I can receive and send

• Information Details at the bottom

  Hello everyone! I want to know how do I remove the information details below? I did not include it on my email template, but we i preview, It does appear at the bottom. Can anyone help?

• Zoho Creator Can't Create a Spreadsheet Report

  Hello I have an existing creator app with a bunch of form data. I want to create a new report in the spreadsheet style. I'm able to do so, but in the view report I can't edit any of the cells and this little red * shows up at the top of the report. I

• the workdrive app on my iPad is stuck in notebook.

  I have a desktop that shows my folders. However, when I open the mobile app on my tablet I can't see any of them. Additionally, it says notebook at the top left with a pulldown showing a checkmark. I've tried tapping the checkmark hoping it will take

• How do I Change a Propertie Field (Owner of Goal and Marco) from Projects

  Prezados, bom dia! Preciso alterar as propriedades dos campos META, MARCO (Milestone) e PROPRIETÁRIO DO PROJETO no projects, mas o campo é bloqueado para editar as propriedades (nas Configurações). Como proceder? Segue o print dos campos bloqueados!!

• Corporate taxes.

  Hello There , I need to record Corporate Taxes for a client in Uganda, Tanzania, South Sudan and Rwanda, and its not available in the Global Edition for Zoho Books which is being used in the region. Kindly provide a workaround for this issue.

• Is there a way to disable tracking some of the categories with Vault?

  For various reasons, I do not want vault to keep any information about payment cards or bank accounts. How can I disable these categories so that I no longer have the system ask me to save them?

• Deleted my data / Trying to get it back

  Hello I deleted my data how can I get it back ?

• Many Actions from Zoho Books Stopped Working this week!

  Zoho, 1. We have been using the Zoho Books "Update customer in Zoho Books" action for years without issues. Below is the action. When we don't have an email address, we update the email address on file as noemail[at]gmail.com HOWEVER, starting a few days

• -External Members are Restricted

  Hi, I cannot add external members to a group. I disabled Streams and I know it takes a while because I'm on a free plan but it's getting long and I absolutely need it now to be able to run my business. This also doesn't work with Zoho email addresses.

• Shopify domain verification

  Having issues verifying ownership and progressing to the next step to utilize Zoho as primary email. Shopify is the host but Zoho points to google for verification and google points to Shopify. I initially signed up for google workspace for emails but

• Issue when running this SQL query in Analytics

  Trying to solve for the issue in this query when creating a query table in Analytics. Getting an error message "Encountered AS" in Line 2. SELECT "Completed Jobs - Structure".* WITH RankedData AS ( SELECT "JOB#", "BDM Total Commission Earned", ROW_NUMBER()

• Currency revaluation

  Hi! I've got a problem with offsetting cash balances denominated in foreign currency. I have cash in bank in foreign currency. I've spent it all and have zero balance. BUT! Zoho shows some amount in my BCY. In FCY the amount is nil, but in BCY it still appears on the balance sheet and in the account itself. A kind of magic. Can someone help?

• Need support on subscription and auto top-up for Zeptomail

  Hello Zoho We need to automatically deduct subscription charges for Zeptomail with our corporate Credit Card Ticket No 86290605 Please bring this this feature Thanks

• Zoho is down for our team in INDIA

  Hi You are showing that your services is up in CHENNAI but not one of our Indian team can access our ZOHO products currently. This is urgent, please can you advise status ASAP

• Issue with connecting multiple users to the same login

  I am having trouble connecting multiple users to the same login. I sent an invitation to the users, but they were prompted to create new Zoho accounts instead of being able to connect to the same login. I have tried connecting through different web browsers,

• Bug With Snippets Button

  When I hover over the Snippets button, the quick menu appears, but when I move my mouse down to select anything, the menu flickers, every time. I'm not sure if it's a hover target thing, but hopefully it can be fixed. I've attached a screen recording

• Zoho Template Metrics

  I ran into an issue this morning where my template metrics for the Contacts Module were not populating. I ran a report to see who opened and confirmed the email was sent, but usually, the template will populate open/click metrics based on the sends. Has

• AfterShip No Longer Supporting Royal Mail

  I discovered this morning that Zoho is no longer supporting Aftership tracking for Royal Mail. I am annoyed as I received no advanced notice of this and have just wasted a lot of time working out why Royal Mail is no longer listed as a carrier. This is not the way to treat loyal customers Zoho.

• Zoho Assist API - python and requests library

  I am using the following python code which results in an error 400. I setup the self-client and have received a clean token and can generate a new token via my refresh token. import requests import datetime import time import json api_url = 'https://assist.zoho.com/api/v2/reports'

• ICICI Bank Integration issue

  Team Zoho, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved connection in ICICI bank, but I am not able to see any details in my account. Please help. Regards

• i use wrong email account to register bigin soho

  i want to change my log-in info, i already purchase something too.

• Rate limit and change status not notified to the customer

  Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteria

• Daily Notification for Specific Tagged Items

  Is there a way to set up a tag in a Zoho desk ticket so that a daily reminder is sent to the agent about the ticket? Can the same be done to send the reminders to both the agent and the customer who created the ticket?

• [Client Script] Module: Quotes, Field: 'Quoted_Items' | setValue() --> internal API error

  Hello there, I would like to use an client script to validate line items in quotes. So basically I get the value: let quotedItems = ZDK.Page.getField('Quoted_Items').getValue(); do my logic and on the end I set the value: ZDK.Page.getField('Quoted_Items').setValue(quotedItems);

• I am so tired of hitting this arrow.

  When I'm in the middle of editing an element in the campaign's editor, and I'm ready to close the editing pane, I am constantly clicking the arrow at the top of the editing window which takes me back to the campaign overview screen. The button to "save"

• Accessing Customer Module Data from a Invoice Custom Function

  Hello everyone, I'm currently working on custom functions in the Zoho Books Invoice module with Deluge language. Zoho provides arguments for these functions, such as a Map of the invoice, organization, and user. However, I'm trying to figure out how to

• CRM Activity message us blocking access to CRM.

  Cannot access CRM. Message about ZOHO change to activities is blocking access. Clicks anywhere on CRM screen don't do anything. The click is rejected. ZOHO CRM Support told me I don't have a problem. This is after I sent them screen shot of problem. ZOHO

• Web access blocked. Suspicious login activity.

  My Account giovane@atecs.com.br has been blocked. Please unblock.

• Send Email bug

  Hi, Would like to report a bug since this morning. If I click "Send Email", it should auto tag email address of supplier. but this morning it won't. All of our staff have this issue.

• Updating Sales Order "Ordered Items" values with Quotes "Quoted Items" via custom function

  Hi! I'm updating a custom function that populates the Sales Order fields with values from the Quotes module. I'm trying to add a conditional statement that, when a certain field is X value i also bring all Products inside the Quote to the Sales Order.

• Please revert Zoho Expense integration in Zoho CRM back to the way it was

  I submitted a support ticket and Zoho support said "apologies, with the new update this is the way it is". In Zoho CRM, Zoho Expense used to be tied to a Potential, so that when you clicked on the Expense item in a potential, you could create a Report/Expense

• 554 5.1.8 Email Outgoing Blocked

  I couldn't send outgoing email. Can you please help?

• Mailbox Alias can not create; Alias Email Id already exists

  i can not create mailbox alias with error "Alias Email Id already exists". but on user details, has no relasi@setaukita.com. it doesn't exists yet.. but why can not create "relasi@setaukita.com"?

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