• Export form and subform data into spreadsheet

    Hi How do i export my data from a form with subform into spreadsheet where the subform with multiple rows are exported into individual rows and columns? If i do a normal export, it join all the subform data into a column seperated by space/comma. I need
  • Reply within Ticket

    I'm sure this has been asked before but I cannot find any threads on this. So when we are working on a ticket and need more information from the user for example, we reply to the ticket asking for that, and they then reply back to us, why does it create
  • Unable to download Mail for Mac

    Unable to download Mail for Mac, the link for the button is just a # url so it just refreshes the page. The download options for Windows and Linux are still available but just not for Mac. Is there a direct link to get the PKG?
  • Recover accidentally deleted mail account

    Email account was accidentally deleted from admin console. 
  • Bank Feeds: Multi-Factor Authentication, Auto vs. Manual, Wrong Update Dates

    From what I can divine from support here in the forums, it looks like post-update, bank feeds that require MFA (multi-factor authentication) cannot be updated automatically, and need to be refreshed manually. Is this correct? If so, that doesn't feel
  • Invalid Secret Key with Wordpress Plugin

    Hi, I set up all the fields well and it says "Invalid Secret Key", I can send emails from my account but if I send an email from my gmail they do not arrive and I get an error message. Can you help me? I use a plugin in my wordpress called Hide Login
  • Zoho Groups - Extranet

    Hi,  I use Zoho Extranet & want to create links that I can share with people to join my Zoho groups (without them being added to my main network). I cannot seem to figure out how to make that work. Help?
  • Workflow criteria does not save correctly

    There are two issues with saving criteria for a workflow trigger. Both the criteria itself and the criteria pattern change after saving the trigger step. I'll define them below and add screenshots for support. Issue 1: When adding a date field to the
  • Request search not working in zoho one interface, but is working at zoho.com/desk

    Request search not working in zoho one interface, but is working at zoho.com/desk Searching for the same ticket: when searching from zoho one:   no results. when searching from zoho.com/desk  correct results. See video
  • Adding CRM Users to Zoho Campaigns

    I've created a simple 2 drip email campaign in Campaigns. I would like to see if its possible to easily add CRM users to that list while in Zoho CRM. Is this doable?
  • Multi-select picklist fields not available as row groups?

    Hello, Has there been an update or change to the ability to choose multi-select picklists fields in row groups when customizing a report? I have several custom multi-select picklists that I need to be able to group records by, and now when I attempt to
  • I'm getting 400 status code, when trying to update my records. How to update records in C# API?

    Hello here, I have a problem with updating the field in Account records. How can I do it in C#? My code: I was trying to use request.Ids = ids, but Ids should be long, but an example, it's showing that I have to use List<string>. So how can I update just
  • bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist

    I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host" 
  • Option to Disable GST Online Filing

    While exploring the settings we accidently enabled GST Online Filing and now we are unable to disable it. The support team says there's no way to disable it. Earlier we were able to view the GSTR 1 but now it's asking us to file the previous month GSTR
  • URGENT copying, pasting and deleting tables

    Have created a table, copied and pasted it once. Second time it messes up the pasted table and impossible to delete it fully again. First table did not delete at all, then all visible parts were gone, but table area still there as blank. Can't delete it. Am working on MacBook Pro, OS X 10.6.2, Firefox 3.5.8, Java enabled Need to have the doc ready by this evening. Please help/assist. THANKS! Gregor
  • Data import

    Stupid import never works when needed, now I have to enter 191 transactions by hand because it's quicker than trying, again and again, to get the import to work. "Rate" doesn't accept decimals? 
  • Average below the 95th Percentile

    Hi, If i have numbers 0 through 100, the 95th percentile would be 95.9, so number 96->100 are above the 95th percentile. I would like to exclude everything above 95th percentile and get the average for 0->95.9 which should be 47.5.  In excel its easy,
  • Change Zoho Recruit Org Type form Staffing Agency to Coporate HR

    One of my Client seem to have incorrectly chosen the AccountType to Staffing Agency instead of Corporate HR, while creating a new Organization in Zoho Recruit.  1. Is there anyway that we could see the Account Type within the Setting or other location
  • Why is Billing Type a decision box instead of a dropdown menu?

    Hello, I've come across a problem. I am making reports in Analytics with data from Zoho Desk. The problem is that when I look up tickets in desk I can see 3 different billing types (Billable, Non-billable and Invoiced) but in Analytics this changes to
  • CRM Contact Import Function Not Working

    I'm trying to import contacts from my ACT Pro CRM and the interface on Zoho simply doesn't work.  It will not allow you to select any option to import contacts.  Once you choose ACT, the interface locks up. If anyone has a work around for this it would
  • TalkTalk blocking access to all zoho sites.

    Whilst trying to access my assist portal, I was presented with a message stating it was being blocked. I tested several other zoho URL's and anything with .zoho.com is being blocked. Whilst I initially thought the problem could be solved by disabling the blocking feature, I realised there is a wider issue in that no Talk Talk customer will be able to join a remote session as https://join.zoho.com/ is also being blocked. This is a pretty big deal as the vast majority - more than 95% of UK internet
  • Manage art shows and spectators in CRM

    Hello Zoho Community, We are a team working in a theater and we want to use Zoho CRM to segment customers, for campaigns, but also to create segmentations of all kinds. Let's say a spectator buys two tickets to a show, say Coriolanus, on Saturday, October
  • Shipping address gets reset when converting sales order to invoice

    We're having a problem with converting Sales Orders to Invoices. When we convert the Sales Order to an Invoice it resets the shipping address. We choose the correct shipping address during the Sales Order process and having to do it a second time is easy
  • Syncing CRM and Books

    I just moved from the free version of Books and CRM to Zoho One. Now I'm trying to set up the integration so that my contacts and accounts will sync between Books and CRM.  When I do this in Books, I get to the point where I have to pick the "Organization"
  • 400 BAD REQUEST only on POST/PUT/DELETE requests

    I am working on a proof of concept integrating the use of Zoho CRM as a data source for a front end app development platform.  I am able to authenticate with OAUTH just fine, and to use GET requests to pull in data from Zoho CRM.  However, all UPDATE
  • Automatic change of status to HIRED in case of positive results during the interview

    Hello Guys,  I have already mentioned the issue in a chat, maybe now the community will support. When we give a review to a candidate in an INTERVIEW window, in case of positive interview I have an option to choose thimb up "hired" in this case the status
  • activesync function is fail

    The webmail is OK, and I can receive email via IMAP, But outlook exchange and phone msync is fail since yesterday. Please help!! @chinarey.com.tw
  • UNable to personalize email with company name on list

    Hi there, I have created a list with a company name field. However when I try to personalize the email subject with the company name, the company name field is not an option - only the first name and last name of the contact. I need to personalize the
  • New Facebook Page Experience --> No Admin Level anymore!

    Hello There,  I am having an issue and it seems no one here at Facebook or Zoho Social is able to help us here! Since Facebook is updating Business Pages to the "New Facebook Page Experience" Layout. We cannot use the Zoho Social Lead Form Integration
  • stratuscdn.com untrusted certificate when opening zoho webmail

    Over the last few days I've started getting the following message from my Bitdefender security software whenever I open zoho mail. "firefox.exe attempted to establish a connection relying on an untrusted certificate to js.stratuscdn.com. We blocked the connection to keep your data safe since untrusted certificates are issued by unrecognized Certificate Authorities." The operation of the webmail does not seem to be affected, but is this something that needs investigating? It can occur in firefox and
  • Invitations i send to my clients from Zoho calendar always end up in their spam folder

    When i send an invitation to a client of mine (not to all clients but some of them) the invitations go into their spam or junk folder. I had this issue twice until now, with the client missing the meetings that i thought they were aware. Thank you C
  • Be wary of workflows!

    We have workflows that fail for no apparent reason. After looking at the usage history, the explanation given is "Due to a problem on our side, we were unable to process your request". This is the explanation every time. The unexplained errors are counterintuitive
  • Hubspot Migration - Zoho CRM

    I am trying to migrate data from Hubspot to Zoho for Contacts/Accounts and I am getting this error. Can you please fix this so I can migrate? Note: During the trial period we migrated this data, but after we used the maximum amount of data the trial period
  • How to add extra days to a date merge field

    Hello, I work with generating tutoring classes and we need to give our instructors an attendance sheet pdf for every day of classes. Some classes span more than a day, so we need to create a list for each day. Example: a class is taking place on the 1st
  • Recipient address rejected: User unknown in virtual mailbox table

    Per the attached, the user email no longer receives emails under the following Workflows but neither worked: Parent assessment response email New Student Enquiry CM Notification How do we understand and fix this issue?
  • Zoho Flow. Zoho deluge update record issue.

    Hello. I have an issue with Zoho Flow custom function. I'm trying to update a Zoho Desk Ticket. It works fine, except one field.  It is impossible to update a ticket status which has a CLOSED status type. Here an example:  This function works fine. But
  • Popup Feedback Widget messing with site

    Hi, we're trying to implement the Feedback Widget as a popup type, but when the tab on our webpage is clicked the form does pop up but our webpage receives the following styling style="overflow: auto; height: auto;" Which causes our page to shift and
  • The "Pending Activities" icon and sidebar started acting weirdly

    Today I did notice that my "Pending Activities" icon was showing up with a red dot on it. I've opened it and found out that I was appointed 3 tasks by my colleague in the last 2 weeks. He also had some tasks assigned to himself. He wasn't aware of any
  • paypal showing error of Token expired on

    When I try to pay through the paypal gateway i face the error of expired token. Screenshot is attached.
  • Can't add a user to an existing voice call.

    How do you add a user to an existing voice call? I see help documentation where there is supposed to be an "add users" button under the (...) more options but it isn't there. 
  • Next Page