• Bank transactions not pulling to Books

  Hiya, For some reason my Zoho Books has stopped pulling through my bank transactions. Nothing has been changed. I have tried to deactivate the feed and delete it then add the account again but it is still not working. Any ideas on this please? The bank

• Bank Feed is active but no transactions are showing

  Hi, The bank is active, but the transactions arent showing on Zoho so the connection doesnt seem to be working correctly although it has done previously. Can anyone help? Thanks

• Sync with CRM down again

  Our Data Sync from CRM to Analytics has been showing as 'Sync in Progress" for over 45 minutes now. Is the sync functionality not working again?

• Can not see the underlying data.

  When the user is not logged in, the underlying data option is not visible. I have also enabled it from the settings. I have attached the Screen short for your reference. Before the underlying data was visible without login.

• Cannot sign in to the email app (Android)

  Whenever i try to sign into the email app on my phone, after i put in my credentials it comes up with: Unable to sign in Error: BAD request or network error there is no problem with my network, i have full internet access. how can i solve this, ive only

• Unable To Receive Emails

  My company has been unable to receive emails from around 12:30pm today. This seemed to have happened due to changes a customer service agent made during communication over chat. The change made seems to have affected the company being able to receive

• Adding emojis to message in Zoho Cliq integrations fails

  Hello, We have a form when is sent, it automatically sends a cliq message to a channel as a bot. We are having a problem adding emojis to the message. If we add any kind of emoji, the deluge editor deletes all the code from the place the emoji is placed.

• Panel Filter does not apply to dynamic aditions

  When you are seeing a panel with a filter and some user adds a task, the task appears dynamically even if it does not meet the filter you are seeing. It is a bug that can be very confusing when you have the panel opened in a tab to be consulted 

• The sorry state of Zoho Sites

  Zoho, My site has been set up i like how everything looks and I gave you guys high praise for that.  However, most times, i am extremely disappinted.  Today is no different, I am disappointed.....YET AGAIN, on the simplest, easiest, most common sense things that are literally universal (for every user) that Zoho misses. I just needed to post a blog....and because of such misses rampant, it took an inordinate amount of time for a post that's been written already. And let me tell you, i write very

• Layout rules not working in help center

  Hi, I created layout rules, and its working inside zoho desk when creating ticket as an agent but behaves different in Help Center as an end user as if layout rules is not created. Is this normal? Thanks

• Copy data from Contact info to ticket field

  Hi, How can i copy customer data (ex. Phone number) to a ticket field? so the phone number is visible in the ticket. Thanks

• timestamp to another field

  Hi, I have a button on my blueprint and i want to record the time and date when i clicked the button on another field. How can i achieve this? THank you.

• CRM to campaigns not syncing all contacts

  I have a sync in ZOHO campaigns that update my contacts from CRM. Not all contact are synced. In sync history I can see that some are skipped. I can not see any reasons. I can only export the skipped contacts to a csv file so that I can see here only

• Changement Partenaire

  Bonjour  Notre compte est attache à une entreprise Voom, Alors que nous sommes en partenariat avec la societe PSI Maroc et qui nous a accompagner durant toute l'année. nous travaillons avec PSIMaroc avec la garantie de Ennova Group qui sont le distributeur

• Elementor says null

  We have done a conection between Zoho Flow and Elementor using the Zoho Flow's plugin for WordPress. The conection is propertly done with the api key and Zoho flow delivers a positive result when testing the conection. We have created a form that works

• search bar

  Hello, my search bar for previous emails has disappeared - any suggestions on how bring it back. Thanks

• Zoho Finance Bug: CRM Product Details Business Card: Zoho Finance Information does not show even though it's an available option

  With CRM / Zoho Finance integration you can see the product quantity in stock, ordered and in demand on the product details page if you scroll down to that section. However if you try to add these fields to the "Business Card" layout which shows at the

• Zoho Analytics

  Hello, How is it possible to unselect "Others" in the the settings of a user filters for Actual periods. It looks like the select button is blocked and I cannot unclick it. See attachment. Thank you, Joshi

• Zoho CRM Org Variable not up to date on zoho.crm.getOrgVariable call

  Hi,  I have encountered a fundamental problem when updating an org variable and getting it back using zoho.crm.getOrgVariable.  I have this code:  Invoice_Test_Var = zoho.crm.getOrgVariable("Invoice_Test_Var").toLong(); valueMap = Map(); valueMap.put("apiname","Invoice_Test_Var");

• Dependency mapping field option not showing

  None of my modules have the option to add field dependency mapping.  I have tried it in several modules (Accounts, Deals, Contacts, Leads, etc) and I have double checked that I have two picklists that are not system required.  Any ideas?

• Workflows issue

  Dear community anyone else facing issues with the workflows since yesterday? In my side, they are being triggered without any logic. Also, my integration with Zoho Forms isn't working (I send a forms to my end-users with the CRM data on it, the CRM data

• Redundant Login and Register Links On Mobile Menu

  Hi, There are Login and Register links on the menu of my Career Site (See screenshot) on Mobile Browser. These links do not go anywhere when clicked and I can't seem to see them on the desktop version of the career site.  My careers site url is https://webmobyle.zohorecruit.com/jobs/Careers .

• Updating Contact API

  Hello, I am trying to update a contact created with the API. The creation works fine but a simple update of the currency or company name doesn't work i get  { "code": 57, "message": "You are not authorized to perform this operation" } I verified the scope

• No payment link/option when viewing invoice online

  I have sent out several invoices via email,  as I have been doing for years, and when the customer clicks on the payment link the invoice displays but has no option to pay the invoice. I've verified the payment gateway (PayPal) is setup. I've reset the

• Worst support ever!

  Hi, I just wanted to share my experience with the Zoho Support. I subscribed to Zoho CRM Plus, but after the first month I found out that I should use another e-mail address with domain mapping etc., so that my company is better integrated. I asked the

• Analytics Dashboard Logged in user

  Hello, I created a dashboard so our salespeople can keep track of their own KPI's. We want every salesperson to have that same dashboard BUT that the data of the charts/tables/... is updated to the the salesperson that's logged in. Also, the salesperson

• Error while getting certificate from Let's Encrypt. Please check your DNS configuration or try again later.

  My SSL certificate was working fine yesterday and now all of the sudden I cannot access my website in HTTPS format. How do I fix this? https://www.lipo7.com   I have a paid plan so SSL hosting should be included. It keep getting this error: Error while getting certificate from Let's Encrypt. Please check your DNS configuration or try again later.

• zoho crm module application link store

  what value should be given in application link <> store field in application link store module 

• 553 Relaying disallowed

  I cannot receive emails but send them. This are my DNS settings: can someone help me out pls?

• Firefox 4 issues

  Good afternoon, It seems there are a few bugs and glitches when using Zoho CRM with the new Firefox 4 release. Two I have are:- i) trying to send an email to a new lead sometimes works but sometimes returns an unusable email screen.  Basically you have

• My account tip "Your Account is inactive." What is going on? "

  My account tip "Your Account is inactive." What is going on? "

• Calling /requests/:id/fielddata only returns 400 bad request

  Hello, I'm writing a custom integration for Zoho Sign using an oauth app token. I'm trying to retrieve the prefilled field values after  the document has been created. I believe the /requests/:id/fielddata endpoint from the API documentation is supposed

• zoho Sheets - Cannot center align a cell

  For some reason on this worksheet I cannot center align the cells.  I might be doing something wrong, but I have used a lot of spreadsheets and not encountered this issue.  🤷‍♂️ This is on an iMac in Chrome. screen capture attached

• Bulk Up Dating Candidate Owner

  Hi, When I try to bulk update candidates to a new owner it is bugging, this used to work well. I asked a colleague to try and she had the same issue. I am able to update candidates individually but we have >27K candidates/contacts so not practical. Is

• Zoho Sheets Slow Processing

  We are trying to use zoho Sheets in our day-to-day, but... We encounter times when Sheets is updating so slowly that it nearly becomes unusable.  The dreaded working notification.  Very frustrating. Other online spreadsheet applications have set the usability

• Ran into image limit when adding graphics to a note

  As the title states, I received an error message when I tried to add more than 15 images to a note. I was taking notes as I watched a webinar and was adding screen shots from the webinar to a note. When I tried to add my 15th image (and the images are rather small), I received the error message that no more images can be added to this note. Is this a standard limit of Notebook notes, and if so, why is this in place?

• Auto Save

  Zoho, I found out the hard way during a training today that no matter what Module you are working in and creating an account or a Potential should you Navigate away by clicking on another module the system will not warn you that you have un-saved data. At minimum it should at least warn you that you are leaving this page. Just like what is done during the editing of a form. This should be standard in any CRM. Can this be fixed? Thanks John

• Deluge creator integration - creator connection does not exists

  Hello, Im trying to use the new integration instead of using the v1 that will be deprecated. so my old code its this one: getrecord = zoho.creator.v1.getRecords("roboplan","planeamento-plano-b","Tasks_Report","Task_ID ==\"" + taskid + "\""); The new code

• Blueprint Bug

  When a status has not outgoing transition to closed status says this. You have one or more status with no outgoing transition to the closed status. This is correct but when the status has already a common transition on it says the same. Why? The common transition creates a path to close. So i constantly create dublicate transtitions doing same thing because i can not save the blueprint. This is a bug needs to be fixed thanks

• the data is invalid due to validation restrictions Problem

  Hi Zoho Team, I was wondering as to why one of our agents are having this problem when trying to change/modify the ticket subject. can anyone tell me the reason and how to fix this issue?

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