• Update a related record

  We have added an "On Behalf Of" field (lookup field to Accounts) to the Sales order for Agencies or Head offices that are booking on behalf of one of their clients or child companies. However, we're using canvas to only show the related records on the

• Massive data erasure from a field

  Hello, I've been manually collecting birth dates from my Facebook friends and entering them in CRM for a year, each day. I recently realized that I was entering birth dates that I already entered in the past. To my shock, hundreds of records got that

• Installation on Antix Linux

  Having problems installing Zoho Notenook on Antix Linux, 32 bit. Understand that this is a relatively obscure distro. Thanks for any pointers.

• Translation Button Fails to Appear

  Hello, I work with a team of English and Chinese speakers. We have found that the button to translate a message fails to appear in the following circumstances: -There are both English and Chinese words in a message -The message is a reply to another message,

• Email missing in Zoho but showing up in Outlook

  I have an email that is missing from Zoho but I can access in Outlook.  I know the email still exsists because I was able to forward it to myself from Outlook and then it showed up in Zoho.  I am concerned this may happen with other emails.  Please advise. 

• Agenda can't be found when I try to create Caldav agenda in Thunderbird

  Hello there, I did everything explained here https://help.zoho.com/portal/en/kb/calendar/syncing-other-calendars/articles/setting-up-caldav-sync-in-zoho-calendar#CalDAV_sync_for_Thunderbird_Lightning But when I fill informations, it says that no calendar

• invalid_response_type when trying to do server-to-server auth

  Following the guide at https://www.zoho.com/crm/developer/docs/api/v2/self-oauth.html and I make the following request with `axios` via nodejs: {   url: 'https://accounts.zoho.com/oauth/v2/token/self/authtooauth',   method: 'POST',   data: {     client_id: '1000.790EWJK06E04Y2DYNGTXDNMNF2UIZH',

• Connect Zohodesk to Instagram - not possible

  We have connected Zohodesk to Facebook without a problem. However, our Instagram account uses a different email/login which is NOT associated with any Facebook account. Whenever I try to connect (even a different brand) to Instagram it brings up the Facebook

• Goals and Heat Map numbers Don't match

  I run multiple white-labeled sites and have found some major discrepancies between goals and heat mapping in PageSense during the same span of time. I have attached some images of these differences in one of our white labels, but it is happening in 5-6

• After Bank Reconciliation, attaching of file to payment not allowed

  Hi, Has anyone experienced not being able to attached a document proof into the payment receipt after matching bank Recon? If after bank recon, attachment is not allowed to be uploaded. Then it defeats the purpose of giving a document proof for a transaction

• Calling a standalone function via API not wroking

  Hi, I've defined a standalone function called test_function to which I'm doing a POST requset via Postman. Getting this error: {     "code": "INVALID_TOKEN",     "details": {},     "message": "invalid oauth token",     "status": "error" }

• Quote & Invoice issues - converting,

  Dear all, I have been working on integrating Zoho at my small company. Although the beginning was simple and user-friendly, I set-up the first modules with no problem at all. I then upgraded to professional, there, it started... I now have problems to

• Deals data (not) loading

  Hi.   I cannot see any detailed information for  Deals, contacts etc because they all show as loading.  See image. i tested in another browser and/or clear the cache/cookies but dosnt help still showing loading..... this effect all the accounts. how to

• Cannot change sender's name and edit profile

  Dear Sir, I unable to change the sender's name of my email account. I logged in to my mail > Settings > Send mail as > Edited the name The name is saved but when I send the mail, it displays my previous sender's name. Also, I am unable to save my profile with new details. Mail > Settings > General > User Profile The changes are not saved.

• Goal editing - bottom of screen obscured since Zoho One interface update

  Since the Zoho One interface update, the bottom of the screen you use to edit Goals is inaccessible. See screen-1853. I'm trying to select the field called "Demo Score B" but you can see that it's hidden and not selectable.

• ERROR: No fue posible enviar el mensaje;Motivo:554 5.1.8 Email Outgoing Blocked.

  Buenas tardes la cuentas de mi dominio les sale este mismo error.  me pueden ayudar a desbloquear. Gracias.

• 5545.1.8 OUTGOING BLOCKED

  DEAR SIR, MY ACCONT info@pipecooverseas.com OUT GOING HAS BEEN BLOCKED, KINDLY PLEASE UNBLOCKED ME. WE ARE IN EXPORT BUSINESS OF METALS .

• Mail app on iOS keeps downloading all email with IMAP

  I have a Macbook with Mail.app and an iPhone with iOS Mail, both configured with IMAP to access my email on Zoho. However the iPhone keeps downloading all email (thousands) How can I stop this behaviour? It only does it with the Zoho IMAP server and not

• Annoying flaw in the mobile Zoho-DOCS app (Android)

  When playing an audio file from the Android Zoho-Docs app it stops playing when the screen of the phone turns off. Scenario example: You are on your bicycle listening to an audio file and the file stops playing each time the screen of the phone turns

• Error: Message failed: 553 Relaying disallowed as <>

  Boa tarde,  Estou a obter o seguinte erro, no entanto os registos mx não foram alterados, ou seja apontam para o zoho, podem sff ajudar-me a resolver este problema? Obrigado

• Cant submit ticket from Help Center

  Hi Zoho Desk Team, Every time we submit a ticket, it does not create a ticket. Wondering what the problem is since the system does not show error message, it just scrolling up to the screen. Hoping for your response. Thank you!

• How to conversions without a thank you page

  Hi, How can I track conversions with GTM without using a thank you page? I cannot use a thank you page since the form submission triggers a download. I just cannot find the right documentation. This page shows an old tutorial with the old version of Google

• Rebaranding logo problems

  We update the logo in the rebrand settings  of the carrer site  using the right size , format  but it doenst update in the website can you help?  For example Evaluación de necesidades de capacitación (C-21-178) (zohopublic.com) the  logo should apper

• JS SDK - I can't execute from other route than index.html

  I am working with a React widget. When I try to use AddRecord from the JS SDK APIs from /index.html of my react app the request is successful. While when I try to use the same function from the same promise (initialised in App.js) but from different route,

• Reducing users to match the license bought

  Hi, my name is Vendrdi, I have been using Zoho one with a license for three but I wanna reduce it to one since I dont have other users that use the platform other than myself. I need help reducing the users to one have the license match the users. My

• can't see scheduled posts

  Hello! My company has a few people posting to our social accounts. When I go into the "scheduled posts" section, I don't see what the others have scheduled out. Would someone be able to help with this, please? Thank you!! Katie Senycz

• No control or blank screen

  Hi. If this is the wrong place for this please let me know so I can get to the right place. So me and my team were testing unattended access out and sometimes have a couple of issues One is not being able to control the remote computer, or more accurately

• My "trigger" panel disappear from my workflow ...

  Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to you

• Start an email sequence for a list

  Hello, I am new to Zoho. And I wanted to create a first emailing sequence for a list of 500 subscribers. I created an "automation" from a template with a form input and a list input. I connected the correct list to automation. But I can't get my streak

• Workdrive CRM Extension iFrame/Widget is completely unusable

  Am I the only one who finds the Workdrive CRM extension to be completely unusable lately?  The iFrame/Widget for the related list on any record or module loads endlessly and I cannot remember the last time it populated with the files or let me upload

• Workflow rules not sending out emails

  I use workflow rules to send out emails to certain people when sales orders are created or changed to certain statuses. Last week this all stopped working, I've checked my settings and all seems to be set up correctly and nothing has changed on this end.

• Mail delivery to my mail id fails to deliver

  Hello, When I try to send to mail to my newly setup mail id, It gets following error. DNS Error: 1713740 DNS type 'mx' lookup of n****vision.in responded with code NXDOMAIN Domain name not found: n*****vision.in

• Cant add a second domain

  help

• Connection - Invalid Operation Type - Scope does not exist.

  We are trying to connect CRM with Books to replace Authtokens, but seem not able to connect as we get the above message after clicking proceed.  Anyone else know how to fix this?

• Zoho CRM Bookings Integration Plugin

  I  have 2 workspaces and each workspace has 2 activities.  When in the CRM and selecting the New Appointment link, Only one workspace with its activities are displayed to select from.  The other workspace and 2 activities are not displayed. Is this by

• I am unable to use my mail id on mobile devices

  Hello, When I try to use my mail id on mobile app, I get the error as "Account not found". I even tried with Mobile number, but the issue still remains.

• Multiple word search not working using desktop app

  Recently multiple word searches have stopped working using the Zoho Notebook desktop app on my 2 computers running Windows 10. Single word searches work fine, but as soon as add a second word, I get the "Search for" prompt and if I select it, I get "No

• ZOHE Expsense iOS App / No Edge detection anymore

  Hi I´m using an iPhone Pro. Up to now the edge detection worked fine while making snap´hots of my receipts. Recently it stopped working and I have to manually adjust the frame. Any idea why?

• widget setting to a cutoff date

   I need to configure a widgets so that it compares information to the cut of a date, for example the sale of this month accumulated to today 10/12/2021 vs. the accumulated sale of the previous month accumulated as of 09/12/2021? In this image the comparison

• Premium User - Unable to use Advanced Slideshow

  I am a premium user, and am trying to use the "Advanced Slideshow" option in Zoho Analytics. Unfortunately I am getting a prompt saying I need to uprgrade my plan to premium... except my plan already is premium. How can you fix this? Thanks

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