• Automatically adding Bank Details in Invoices

  Hi all. I am newbie. I just trying to adding an automation to invoices creation. First I created 2 custom fields into invoices ("Banca" that is a list field and "IBAN" that is a text field). Second, I create a Custom Function as below and then a trigger

• Javascript error when trying to open or reinstall Cliq app

  Hi, Last week i suddenly got the error showing below when trying to open the Windows App: I deinstalled the app and trying to reinstall it, but get the same error message. What can i do to fix this?

• Count Rollup Issue

  i have account module . under which project module is there . project has account lookup and relation is like one account may have multiple projects . i have a field in account where i am automating the existing no of project count under that account

• updated note

  I have the notes app open on a windows and linux desktop. On the windows desktop I change and save the note. On the ubuntu linux desktop I can see the note and when I open the note it shows me the original unupdated note. The note in the background (the

• I am very dissatisfied with the results of Zoho Books and Zoho Inventory.

  I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report

• can't select "Collection of record " for multiple record

  Why I can't select "Collection of record "   for multiple record

• Zoho Community Sign-In Interfering with Apps

  In the last month or so, the Zoho Community Forums sign-in process has started to interfere with my Zoho apps. It seems like the Community Forums automatically signs users out after some period of time. I haven't tracked, but it seems like 48-96 hours.

• i cant receive any mail!

  I cant receive any mail from my customers,and if i receive it will be 1 from 100 mail i receive!ANY HELP? Thanks!

• Aggregate fields are not calculated as configured after custom function update

  After updating the list price of a product in a quote via a custom function, the aggregate fields (subtotal, tax, grand total, etc.) are not updated according to the field configuration.  In my project the Sub Total field is configured to sum the Amount

• Open Tasks only shows 5 per page and no longer 10 per page?

  In ZohoCRM, Canvas View. The "Open Tasks" list previously showed 10 items at a time. Now it only shows 5 on a single page. What happened and how do I fix it?

• Sales order Sync not working with eBay

  I have opened a ticket and spoke with someone who connected remotely. I recently upgraded my account hoping to get some more automation on processing orders. I connected eBay and had it do a sync, it will fetch items and sync inventory, but the sales

• Unable to send message;Reason:553 Relaying disallowed. Invalid Domain - admin@projexiveng.com

  Hello Team, When I try to send mail through ZOHO mail I am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can I get some help on this? Thanks

• You Cannot make online payments for this invoice

  Why am I receiving this error message when customers attempt to pay their invoices online? I have selected the option to accept payments online for the invoice and have set up my payment gateway (Stripe). Does a client have to use to the portal in order

• How do I add receipient names to the "to" field in Zoho Campaigns

  Hi, How do I add the names of my contacts to the "to" field of an email campaign. I saw an old topic on here that suggested this should be under advanced options, but my campaign doesn't show this option. Has it been moved somewhere else? I have quite

• I am very dissatisfied with the results of Zoho Books and Zoho Inventory

  I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report

• data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' }

  When trying to create a subscription and sending plan details I am getting this error data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' } , although I believe it is normal to have more than 100 character

• Squished Image Width in Zoho Desk KB Articles

  When posting images in Zoho Desk's Knowledge Base, I find that the images frequently end up squished based on how wide they are. Looking at the CSS, it looks like there is a `max-width: 100%` style applied which causes the width to stay within the size of the bounding container, but that simply squishes the width of the image instead of scaling it down. Is there a proper way to add large images, retain the maximum width/size of the image and not have the image squished when the container is smaller

• Email signature issue

  Email signature issue HTML edited email signatures do not display the icons. These icons are saved on the computer, but how can I upload these icons to Zoho's email? Where should I save it so that the icon can be displayed?

• Web Clipper Image Capture Issue Still Not Solved? After All These Years?

  Brand new user. Just downloaded and installed the Mac app and associated browser extensions. I'm taking the app through its paces to see if I'm going to make the big switch. Unfortunately, I've already run into the same problem with the web clipper that

• How to generate unique create Customer id and Vendor Id separately?

  Hello Forum, I need to create Customer id and Vendor Id seperate. But under settings>preferences. customers& vendors are placed under one single click. so if i add a custom field. the auto generate number does not generate separate series for customers

• Compulsory field not showing while mapping linkedin lead form

  Hi, I'm trying to map the fields of my LinkedIn lead form to Zoho Social. I can find all of them but one. The field type is the same as another one that is showing correctly. Need some help here please. Thank you

• Customer Portal - Custom Tab Add - URL not recognized

  Anyone know why I keep getting this error when I try to add a Custom Tab in the Customer Portal? I did it before but now it won't connect to this link Help. I am just trying to make it so on the Customer Portal if a customer wants to create a new sales

• Monotonic stream ID's in notifications API

  Can you add stream ID's? If I lose a message incoming from a stream, or there is some issue in the Zoho sending a notification, that notification is lost. When I reconnect I'd like the ability to replay or start at my last observed notification. This

• How do I access my custom email address added as users

  So as a free zoho user I added mycustomdomain.com and I added users we@mycustomdomain.com and support@mycustomdomain.com from the mail admin console. How do I access these users account to see incoming emails and also send emails. Or how do I login to

• Filter dashboards on logged in user

  Hello, I have a dashboard with several reports and widges. We want that these data is filtered and is correctly showed only to the logged in person. We use this : Variable X =${system.login.fullname} which is working and filtering report X perfectly to

• Forms link provides a redirection message and link

  Hi, i have created a public form, that took on 8 entries and has not worked since. the link to the form is https://forms.zohopublic.com/virtualoffice22555/form/KickStartCrewExpressionofInterest/formperma/EOuTJevvggUyPeMN3XgMiGwgW-dLz2hn9UmZCuk1zok I have

• How Can I Add Date Suffixes in Zoho Writer Fillable Fields

  Good day, My company uses Zoho Writer to create templates for many of our business-to-business contracts. One of our contract types, in our state, legally requires the date to be expressed as "THIS AGREEMENT entered into this 9th day of July, 2023. When

• Zoho Recruit to Zoho Creator

  I have been working on an application in Zoho Creator and created a form. But I am only stuck with this one problem. What I can't do is that I want the integration to happen this way that when the user inputs the Candidate ID which is an auto number field

• Where is reconciliation History?

  I looked for help on how to unreconcile a Bank Statement. This is what I think is the latest. The steps to undo a reconciliation are as follows:- Open the bank account in Zoho Books under the Banking tab. Click the Gear icon next to Import Statement button.

• SMTP Error: Could not connect to SMTP host

  Hi All, I am trying to connect to zoho via swift mailer using laravel but I got error : Connection could not be established with host smtp.zoho.com [ #0] what will be the problem ? MAIL_DRIVER=smtp MAIL_HOST=smtp.zoho.com MAIL_PORT=465 MAIL_USERNAME=*********** MAIL_PASSWORD=************* MAIL_ENCRYPTION=ssl my ip is: 18.136.85.51

• All of my scheduled posts are gone

  I logged in this morning to find my scheduled posts list and calendar empty. It's been a couple of days since I logged in and I see that posts have been published through yesterday so I'm not sure if this is a glitch or if my posts are actually gone.

• Attaching different attachment to each customer in campagins

  We want to create an automated mail campaign that has 1st mail and 3 follow-ups and this is clear and straightforward using zoho automation campaign. We have following requirement: First mail should contain quotation for customer and flw-up mail would

• subform tooltips

  tooltips of subforms don't show up after setup:

• zoho.ai.recognizeText(my_pdf_file) returns 2 to 4 repetitions of the text

  I have tested this function to convert pdf files to text and have found that it works, but in very many cases (almost all) it returns the same text over and over again repeatedly. This of course is not the original text, but a massive rewrite that causes

• Zoho Social Losing Scheduled Posts

  It started a few months ago where a scheduled post would come up missing here and there. At first I thought it was me when I was scheduling because I do schedule a bunch all at once. So I became extra vigilant on double-checking my lists to the point of printing the Zoho scheduled list.  I scheduled a weeks worth of posts yesterday and this morning went in and Zoho had lost a full weeks worth of Instagram posts for one of my brands!? I've been so paranoid about it, I went back in and checked it again

• Syncing campaigns and statistics to CRM - only working on some campaigns?

  Hi, I have an issue regarding the sync. I have many automations in Campaigns - where all mails individually inside these automations, are getting synced to CRM. However, I also have some mails that I can see is being sent to contacts, are NOT synced to

• Stock function not working

  Hello, For the last couple of days the stock function is not providing the latest stock prices. I've used this Sheets feature for quite some time and up until the last couple of days it was working. Today I converted my Sheets file over to the Workdrive,

• User not able to access the Zoho Calendar

  We have a user who receives the following error message when he tries to access the calendar. He has been experiencing this for the past 2 days. He has ensured cookies are on and has tried switching off his wifi router and turning it back on, as well

• Bloqueio IMAP da conta

  Oi, Apareceu essa seguinte mensagem. O que faço? Meu administrador tambem nao consegue alterar.

• Layout changes not taking affect

  I have changed the layout for my contacts & for my leads details pages and the changes are not transferring. i've tried changing browsers, deleting cache, and restarting browsers but nothing helps. Earlier today i also noticed my calendar was one day

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