• Creator: Page Parameters Help

  I need help understanding Page Parameters and making a lookup page for records specific to the lookup field. I made 1 minute video showing where I'm stuck: https://www.loom.com/share/7f905f0ec09146ad979f5d6a2a4f7051 *I've tried duplicating examples in

• Issues with Zoho Desk incoming tickets via mail distribution list

  Hi, We're experiencing recently some issues with tickets that are being sent via email. We have set a Google Mail distribution list (an alias) that forwards the mails to the corresponding Zoho Desk domain. The thing is: some of the mails arrive as, example,

• Need Help with Lead and Note import

  Summary: I can't get the Notes import by parent entity ID to sync up with the parent Lead. Details: I am migrating data from an MS Access database that we use as a CRM currently. I want to import our Leads and their call log history. I was putting the

• URL is no longer available when needing to export view without login

  Previously, this was working fine. However, today when I try to export a private view using CSV feed, the link to enable "To access the view without login" is no longer visible. See below.

• Paste as value, ctrl+shift+v bug

  Scenario: Copy one cell Select range of cells Paste as value(s) from right click populates all cells Paste as value(s) from ctrl+shift+v only populates the first cell I work in tables A LOT and I need the keyboard shortcut to work so I don't overwrite

• Data locking mechanism not foolproof

  I discovered a critical systemic problem with Zoho Books, confirmed by Zoho developers, which has not been made public and needs to be addressed immediately. At the very least, a warning should be issued. The locking mechanism for data does not work in

• DATEV export content changed!

  Hi there forum people, I have to urgently ask for your assistance: The content of the DATEV-export-file that is generated via Books has changed. Specifically the csv file that usually contains our customer-invoices and the credit notes: It now only contains

• Deleted A Task

  Hi, I accidentaslly deleted a project task, I would like to restore it urgently. Is it possible?

• Zoho Notebook opens on startup and consumes loads of power

  I have Zoho Notebook installed on a Windows 11 machine. It is not listed in Windows' Startup apps. Despite that, the Notebook app is always visible after booting the system in the Processes list in Task Manager, with "High" power consumption - even if

• Books custom HTML template variable issue.

  Ok I have a little issue and I think I need the help of an expert. I have also opened a support ticket but while I wait to see if they can find the issue maybe a Books expert has an idea for me. So we are based in Quebec and here we have customers who

• Scheduled Report - Pivot Table as XLS Attachment

  Hi Guys, I was wondering if anyone had a workaround to this problem I am having. Currently, pivot table reports are only allowed as PDF attachments when added as an attachment in the SendMail function (https://www.zoho.com/deluge/help/misc-statements/send-mail.html).

• URGENT - Images not showing/broken in inline emails

  ZOHO email inline images are broken! Not showing inline! I encounter this problem since August 2018 and made contact with support{at}zohomail{dot}com and its not resolved since. I'm forced to download the images 1-by-1 to be able to view it, and its really

• Rounding problems on Zoho Books

  Hello, I am currently working with ZohoBooks API, and I have some problems, when I try to add a bill. The total including tax is not equal to what I would like to have. I have an amount at 577.09 excluding tax and tax at 20%. I should get 692.50 in total

• Email segmentation

  hi, how does one segment their existing mailing list (using IP address) into geographical segments?

• Filters Not Working Correctly With Branches

  Hello, since I have different branches each with their own expenses, when reconciling transactions in the bank feeds I made sure to select the correct branch and create a filter to automatically recognize future transactions automatic allocation. The

• Issue logging into headless (GUI less) Linux servers via Unattended Access remote sessions using 'command prompt'

  Hi All, is anyone else having issues logging into linux servers using the command prompt remote access? Zoho Support have admitted they made a irreversible change that now prompts for a login prompt. But we still cannot get a command prompt. Root will

• Can not change url of custom login

  Recently I just changed the name servers of my domain, so I'm aware that my custom login is not reachable, I want to change it adding the proper DNS record but there is no guide for that, the documentation says that in the Mail Admin Panel I can follow

• Some mail user from organization not able to receive email on zoho mail from other websites (Shopify, etc..)

  Some of mail user from my organization not able to receive email on zoho mail from other websites like shopify.com but other mail user able to receive. Example: abc@website.com not able receive email from Shopify, but def@website.com able to receive email

• Issues with Importing zipped email from zoho export

  I'm trying to consolidate extra accounts which really just need to be aliases of each other so I'm not paying for unnecessary accounts when I upgrade my Zoho account. I exported the extra account using Zoho, and then imported the zip file as it was produced.

• Layers of Discounts in Zoho Commerce / Zoho Inventory

  Hello, We use Zoho Commerce as our B2B online portal and Zoho Inventory for our inventory. We have our Franchise as our B2B customers. We sell Automobile Spare Parts. In Commerce, we have already set Individual Spare Parts as Items, The Car company to

• Product Management based on Manufacturer

  Hello, We are an Automobile Spare Part supply company. We have almost 20 suppliers who are manufacturers of spare part. Cumulatively, we have more than 100,000+ products from our 20 suppliers. The manufacturers release their price list after periodic

• Formula Fields Not Updating After Workflow

  I have a workflow that triggers a function to update a certain field. I then have a few formula fields dependent on that field. All formula fields that depend on the updated field from the workflow do not update until I refresh the page. Is this expected

• Recource Utilization

  We use Recourse Utilization feature. It is almost the best tool a Manager can have. But it has a Major bug that many times make it useless. The problem is especially in large tasks. For example 8hour work task but generally it a problem in every task. When u have planned 8 hours in a task and you have made 50% Completion Percentage this means that the task has 4 hours more to work. The problem is that the app does not calculate the Completion Percentage and keeps calcluating a split between days.

• Zoho Sign Needs to be able to allow for signers and approvers to comment

  Please make it possible for someone to comment and add their preferences or comments, change requests within the document. Which notifies the sender to update or respond to their comment/question. 

• Change Mailto Sender Name

  Hi  May i ask whether we can change  "mailto:surveyinvite@zohosurvey.com"? We would like to replace with our own email address to address concerns..  How do we do it? SmallBestOriginalRemove

• Distribution Email Feature | How to add/customized users names for Sender Info

  Hello Zoho Support/Community, I am having an issue with the distribution email feature. I am trying to figure out how to configure/add licensed users as an global option in the Sender Info. Take a look at the following video for more info https://www.loom.com/share/88a208d5b8114241b38fa7f56809bfcb

• mail doesn't work

  We have a problem receiving mail from our customers. Also I do not receive a test letter from my Google account. What is the problem?

• Settings CUSTOMIZATION Header and Footer I don't see any EDIT

  Hi, Could someone help me? If I go to settings -> Customization-> Header and Footer I don't see any edit/copy/add new like I should. The first image is from tutorial and the second image is my view 1) 2)

• Matching dates of 2 columns (fields)

  Hello, I want to make a table with the number of visit reports created per person (counted number of visit reports created in a custom module in CRM) and a second column with the target visits (this is filled in a field on a report on each month created

• Zoho Commerce Mobile Version not working

  today Many option in Zoho Commerce Mobile not working like Sign-in, Signup, Menu etc. Please look into the matter urgently.

• Unable to log in to accounts after DNS transfer.

  I'm looking for some advice regarding email accounts that were hosted with Zoho, that now appear to have disappeared. I work for a charitable organisation that used Zoho Mail, but has recently transferred their domain to a new registrar. We've updated

• saleiq {"error":{"message":"Invalid widgetcode","code":2411}}

  你好，我已经在网站防止了代码，但是发现服务器一直反应非法的widgetcode ，我已经反复核对，没发现问题，请帮我查询下问题 widgetcode c2f8ec0xD3a6445C8Bf5F1A20210910B3390148E2937e4EADnPeUvb577f956bc <script type="text/javascript" id="zsiqchat">var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:

• How To Get The Data From One Form To Another Form

  EX ; 1.I have enter details in Powerreading From 2. when i open report and i enter data values and dropdown values then autoplate next two fields 3. can help me 4. Add Attached Both Form Also can check it and tell me

• Misclassified emails

  All emails with tracking signatures have been classified as spam since last week. Could you please provide more information on this change and why users were not notified beforehand? It would be helpful if users could be notified of such changes in advance

• Blacklisted (new domain)

  Hello..... Our newly domain is blacklisted. Please help. Cannot send emails.

• Cannot Launch Desktop App - Not able to process request at this time.

  The app launched okay for a week or so but has stopped launching a few days ago. I have checked that there is no background process running that may be impeding this and found nothing in the task manager. I also restarted my computer which did not help.

• Email alerts in workflow rule with placeholder show up a different value on date fields

  Hello! I recently created a new layout for my team to create tickets, one of the fields for a type of ticket is a date type field (not a date-time, just date), then I also created a workflow rule that sends out an email alert to a user with the ticket

• Unable to access ZOHO

• Zoho free tier has stopped working on all my domains, dns problems

  There are sudden DNS failures on all my free tier zoho mail accounts, my MX records are correct and present, it's just zoho doesn't seem to find them. I have tested 3rd party tools to lookup my MX records and they are there, this seems to be a zoho

• Auto Populating Amount in Deal from Products Selected

  I am trying to use below code found in a Zoho blog to auto populate an amount field in a Deal products = zoho.crm.getRelatedRecords("Products", "Deals", potId.toLong()); unitprice = 0.0; for each product in products { unit = ifnull(product.get("Unit_Price"),"0.0").toDecimal();

• Next Page