New Sync functionality does not Sync back Opt Out information from Campaign to Recruit
Some two weeks ago we were moved to the new Sync functionality. The new functionality offers an option to define a different Opt Out checkbox than the Email Opt Out. This is a good improvement since opting out from a Campaign Newsletter is not the same
CRM Typescript SDK | Type errors when compiling project with @zohocrm/typescript-sdk-2.0 package
Zoho CRM Typescript SDK 7.0.0 Typescript 5.2.2 Hi, I've recently added the TS SDK to my project which is using Typescript 5.2.2. When I try to compile my code I get a bunch of type errors from the Zoho SDK package: Are there plans to update the package
Slack integration not available?
Hey there, the Slack integration that should apparently be there for soho CRM is not available for me on the marketplace. What's going wrong here? thx!
10 Users Limit on Premium Subscription is not sufficient
Hey Zoho, 10 Users Limit on Premium Subscription is not sufficient for most of the business seems like and as we expand and grow its becomes a roadblock. Can we please increase the same to at least 15 users please ? Hoping to get a positive response
Zoho CRM v4 COQL query: subquery always returns all results
There is a bug with subqueries that they always return all the results. They are essentially ignored. You can test with the following COQL query: { "select_query": "select id from Purchase_Orders where id in (select PO.id from Purchase_Orders AS PO where
Zoho Answer Bot
Hello, We have Zoho Answerbot on our page with salesiq, however we need it to capture the details of the person prior to any engagement, e.g. name, email, phone. Before we enabled Answerbot salesiq used to do this in the chatbox when people click it,
CRM Typescript SDK | keyValues and keyModified fields in response object are empty
Node 18 ZohoCRM Typescript SDK 7.0.0 Hi, we are trying to add the @zohocrm/typescript-sdk-2.0 to our custom application so we can retrieve Contact and Account data from our CRM instance. I've been able to successfully generate and authenticate using OAuth
On Page Break Header content is overlapping with body.
Hi All, We are trying to create a custom template using HTML CSS in zoho books. Template has been created successfully. But on page-break content is overlapping with header rather than content starting after the header. Can someone help me with this?
Please Extend my free trail or please transfer my site to another account
Please Extend my free trail or please transfer my site to another account
Can not open any of the previously created dashboards / charts
Any attempt to access previously created dashboards or even stand alone charts results in Alert Message: "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into. It would be of great help if you could provide us with additional information using the ''Feedback'' link at the top of this page." Tried to create a new chart - the same result. Access to Tables appears to be unaffected.
Whatsapp IM permissions issue in newer version of Desk
Hi, We recently integrated whatsapp IM with Zoho desk but note it will only work with the older version of Zoho desk. If we switch to the newer version (which we prefer to use) there's a permissions issue meaning agents can't accept an IM and respond.
Purchase order custom view
Purchase order status only has option for "is" - please add "isNot"
Unable to select elements
I have a website hosted on zoho sites. On the website there is a page which includes a form created in Zoho Forms. I want an event that will track if the user completes the form and sends it. This will allow me track people who started filling in the
View in browser link is blocked by Microsoft Defender for Office 365
Hi, The view in browser links are blocked when opening mailing through Outlook or any other Microsoft products because Microsoft views it as a risk. I can of course whitelist this link for our organization but not for everyone in my list using Office,
Zoho set up in Ireland
Hi, Im looking for a company in Ireland that can train me on Zoho Inventory. I have it set up but struggling with uploading invoices, price lists.
Zoho Form 255 characters multiline issue
Hi There, According to you: The Multi-Line text could hold upto 65535 bytes, an english character would consume one byte and some other foreign language characters might take more than one byte. So the capacity of a Multi-line text field is 65535 english
auto fill fields in zoho crm
hello I hope you can help me I have two fields in quotes name of the contact and email I want that by filling in the name of the contact manually the email field is filled in automatically and I will perform this function but I have no results. QuoteidStr = Quoteid.toString(); ContactDetails = zoho.crm.getRecordById("Contacts",Contactid); mp = Map:String(); mp.put("Email",ifnull(ContactDetails.get("Email"),"")); updateResp = zoho.crm.updateRecord("Quotes",QuoteidStr,mp); info mp; info updateResp;
No Sound?
New user of Zoho Assist. Just tapped into the other pc remotely and all works smoothly except no sound. There are no settings in Zoho to turn that on or off that i can find and both this pc and the other are not muted and working properly. Am I missing
PostFix: Reason:530 5.5.1 Authentication Required
I am trying to setup PostFix to be my local SMTP replay for all my services to send alerts to myself. However, I am not able to authenticate with the Zoho SMTP service to send messages. The log says the following: Sep 22 13:15:29 core postfix/qmgr[168993]:
Zoho Desk Contact with Multi-Account association
Hello everyone, Zoho Desk has had the good idea of offering a feature that allows a Contact to be associated with several Accounts. It's a good idea... but it hasn't been thought through thoroughly enough because this action, although useful in itself,
Authorized Website Will Not Load
Hi - we've been using Zoho Invoice for 5 years with few (no?) issues. But yesterday it refused to load in any browser, with the message below (where xxxxxx is our domain name). We have made no changed, and the URL below still appears in our list of Authorized
where do i find department_id
im not getting deoartment id.
Problems with outbound mail from Zeptomail
Hi, We are getting many softbounce errors using Zeptomail via zoho creator stating connection issues. Some examples are below. We dont send many emails, but most are having problems which is incredibly frustrating and problematic for us. I have been asked
Urgent / Converted from Lead remove form potencials? / Synchronization stops
Hi Team I need support ASAP, I've just recived an email with the following message: Zoho CRM data synchronization with Zoho Analytics has stopped on 20 Sep 2023 10:49:12 AM GMT due to some columns being deleted in Zoho CRM which will be deleted in the
Linkedin Limited Listings no longer working..
My Linkedin Limited listings job posts are no longer working.. I have checked that it is configured correctly. This message from Linkedin looks like it is no longer available for staffing firms. Is anyone else experiencing this?
Sales Inbox Setup Faliure
Hi There, I am having issues setting up Sales Inbox within CRM. When I try to set it up it sits saying loading...... for a long time then says: Oops! Something went wrong. We were unable to load this page. Other team members have not had this issue, could you advise on troubleshooting please. Thanks
Need a report to reconcile GST 2B vs Books ITC
Hello Zoho Need a report to reconcile GST 2B vs Books ITC Please do the needful Thanks
Need a detailed General ledger Download Option
Hello Zoho, Need a detailed General ledger Download Option which have GST, TDS, Taxes details, locations, and all other custom and mandatory field as available in the systems without leaving any field left out. Please do the needful here. Thanks
Subform on add row reload form does not reload
As per the title, just set up a form with a subform click add rows with the deluge command reload; It just lets u keep adding rows To be honest it did once or twice but i was testing a whole bunch of combination's if you set it up a basic test no reload happens Thanks
Diff in Bank Balances in Zohobooks
Hello Zoho, Please fix the issues where two different bank balances showing up in Zohobooks pages which is creating confusions. The latest transactions are also not coming automatically and not even after we are refreshing the data. We also need to RUNNING
Need to have default Expense Account / Rate in Vendor Profiles
Hello Zoho, We would also like to have a default " Expense Account " for all the Accounts Payable Accounts along with a default " RATE " option to set for the accounts payables accounts. Ticket No 88612889 Please do the needful here. Thanks
Scheduled reports not working
Hello Zoho Please help us fix the issues where one of our Scheduled report is not working. Ticket No 89737296 Thanks
Need an option to show GST Active /Inactive Status as well as Type of GST Registrations in AR/AP Profiles
Hello Zoho Need an option to show GST Active /Inactive Status as well as Type of GST Registrations in AR/AP Profiles Please do the needful here Thanks
Request for Master Admin / Super Admin for Zohobook Account
Hello Zoho Request for brining concept of having Master Admin / Super Admin for Zohobook Account Ticket No 91319907 Thanks
Vendor Payments Refund
Hello Zoho Please come back to us with an option of Bulk upload of VENDOR PAYMENT REFUND which are payments made to the vendors, but these have returned back to us due to various reasons. Ticket No 88378215 Please do the needful here. Thanks
Need a feature which can help us bulk update locations (Reporting tags for AR/AP Invoices/CN/DN)
Hello Zoho Need a feature which can help us bulk update locations (Reporting tags for AR/AP Invoices/CNs/DNs) Please do the needful here. Thanks
Unable to create customer invoice with RATE with 3 or more decimal places
Hello Zoho, Unable to create customer invoice with RATE with 3 or more decimal places. Seems like it is restricted with two decimal places only. Please help us
Need to add a RUNNING Balance Column in ZB for Accounts (Chart of Accounts)
Dear Zohobooks, Please incorporate to show a running balance column in all ledger accounts which is very much needed. Please do the needful here immediately please Ticket No 88298901 Thanks
The #original_sender tag is not detected when email encoding is base64
Hello, I believe the #original_sender tag is not detected when emails "content-transfer-encoding" is base64. I've been sending mails through SQL and when it's received by Ticketing platform, the original message is detected to be encoded in base64 and
Need to add a RUNNING Balance Column in ZB for Accounts (Chart of Accounts)
Dear Zohobooks, Please incorporate to show a running balance column in all ledger accounts under chart of accounts which is very much needed. Please do the needful here immediately please Ticket No 88298901 Thanks
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