• Create Package From A Picklist

  Dear Zoho, Can it be made possible to create a package from a picklist? The reason our company makes a picklist is for that to become a package Our sales orders have 600-1000 items I hope that makes it clear that it's hard to delete 990 items when we

• Authentication details provided was rejected by Source server. Kindly provide valid username and password.

  Hello, I am trying to migrate mails from old server to zoho email hosting. I have added all details correctly, including email id and its password. also tried with none and SSl setting, but still unable to connect. Authentication details provided was

• Issue Configuring SSO Integration with Cognito in Zoho Help Center

  Dear Zoho Support Team, We have been working on configuring SSO integration for our Zoho Help Center using Amazon Cognito. While the setup appears to be completed successfully, we are encountering an issue when attempting to access the Help Center. The

• Change to copy/paste functionality in Deluge code editor

  Recently there was a change to the Deluge code etidor where it now inserts backslashes into strings automatically when copying/pasting strings with double quotes, it's a nightmare to have to go delete all these. Is it possible to toggle this on or off?

• Chat Widget Does not appear for users

  The chat icon appears for some users, and not all. I know our integration is set up correctly because of the fact that some users can see and use it. I also cannot provide a link to our website for security purposes. But we need a resolution to this as

• Workflow rule to assign new case owner sends email to customer from Original owner issue

  I have a workflow rule to assign a manually created case from a sales rep. to a customer service repr to handle. I also have a workflow rule to send an introduction email from the case owner to the customer. The Problem: The email is going out on behalf

• Zoho Forms - Shared Forms

  I chose SHARED FORMS and noticed "Enter atleast" needs a space to be correct.

• Nobody answers on my request

  I sent my request last week on Friday (31 Jan 2025 12:56 PM) to Zoho Forms support (support@eu.zohoforms.com), but nobody answered me and today (4 February 2025) it was closed wityhout answer. I sent copy of my message on upgrade@zohocorp.com, sales@eu.zohocorp.com,

• ZOHO Sales IQ Chat widget homepage visibility

  Good day, I would like to find out if anyone can assist. I have the ZOHO Sales IQ widget set up on my ZOHO Commerce website. I cannot get the widgets hompepage to display on my Commerce Website, when you go onto my website and click on the widget icon,

• Gravity Forms plugin not passing some fields

  I use the gravity form zoho plugin to push data from my lead form into my lead page in Zoho CRM. Everything was working file for about 6 months. Suddenly on Oct 1st, some of the fields are no longer getting passed to Zoho. The fields with the problem

• Related Record Bug

  Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUD

• חסרה אופציה בביטול עסקה

  לא מופיע אופציה לכתוב מס הזמנה שעושים ביטול מאתר

• Download fails

  We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:

• SA data center for ZOHO

  I think there is an issue in zoho.sa , a lot of apps are not working well

• importing invoices from woocommerce to Zoho Books

  Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service

• Embed Props data value not available in the Search across team folder API call response data

  Issue I used the "Search across team folder" API to get a specific folder's data in a team folder even though the folder is shared. However, the response data from the search call does not contain "embed props" value for the folder whereas when I used

• not letting add

  im trying to add people with the add user + or whatever on my cliq little conversation chats for some reason when i add my fellows, or they add me it is not goin through and we are not able to add eachother i was only able to add two people

• Cannot Forward an email to a New contact

  Hello, As the title says, I Cannot forward any email to a new contact. In fact the autocomplete feature brings old or even deleted contacts and simply does not recognize the newly added contact. Those new contacts have definitely already been added to

• Migration not working

  I cannot set up a new email migration, this is the message: Oops! Something went wrong. Please contact support@eu.zohomail.com Can someone please suggest a fix?

• [ADMIN CONSOLE BUG]: Selected users cannot be unblocked + cannot change user password

  Refer attachments: 1. Select users > click Unblock button > message keeps appearing at the top 2. Change user password > Click Change button > nothing happens

• Issue: Sales Order Not Closing After Converting to Invoice

  I am facing an issue while converting a Sales Order into an Invoice. Instead of using the original item from the Sales Order, I am removing it and adding it again from "Include Unbilled Items." However, after generating the invoice, the Sales Order status

• Why are these pages marked "restricted"?

  Access is denied with these pages saying "Sorry, this page is restricted". Why? https://help.zoho.com/portal/en/kb/projects/tasks/task-operations7-0/articles/log-hours-for-tasks-old https://help.zoho.com/portal/en/kb/projects/tasks/task-roll-up-7-0/

• Deleting a single occurrence of an event leads to the deletion of the entire series

  As the title says: When I delete an event and click "this event", it deletes the entire series.

• Custom CRM to close task when lead lost

  Hello, I am currently trying to create a workflow rule to close the tasks still opens of the lost leads. I tried the workflowrule and update the field but it does not work because they come from 2 different modules (task and lead). So I tried to write

• Rejected forward emails

  I am currently trying to set up a Desk system, and the issue which I am stuck on is that when I have a set a rule from the previous email domain to forward all emails to the new ZohoDesk One - I get a bounce back. The bounce back reads that the recipient

• Annoying Social Messaging Auto-Prompts

  Hello! I love the idea of integrating SalesIQ with messaging channels like Facebook Messenger and Instagram. However, the way the SIQ throws the initial prompts feels annoying and too robotic. I'm attaching a few screenshot samples, just the resent ones.

• VENDORS ARE NOT SYNCHED WITH CONTACTS IN CRM

  Hello, While the ACCOUNTS and CONTACTS (Including the primary contact) are synced with the CONTACTS module in CRM, the vendor's CONTACTS are not synced with CRM - which basically forces the users to re-enter all vendor's contacts twice and then update

• GETTING ERROR

• Update document template using zoho.sign.updateDocument

  I can't find a complete example on the structure to update an existing document in Zoho Sign using zoho.sign.updateDocument. I am calling this function from a Zoho Creator Function. What I want to update is document data and they are text, boolean, and

• Zobot doesn't search for faqs and articles

  Hello everyone! I've encountered an interesting obstacle on my way that I can't solve. I'm configuring Zobot using the Codeless Bot Builder, and unfortunately, the Answer Bot option doesn't retrieve data from either articles or FAQs. In both cases, the

• WorkDrive IS NOT ROTATING on the Android App as the DOCS App does

  The WorkDrive App IS NOT ROTATING on my Android cell phone as the DOCS App does and that was the ONLY way to display the entire folder or file name since the App crops the names in list view. So either find a way to show the entire file or folder name

• Field Rules are no longer running

  Good morning everyone. I have been working on a Creator form for about 2 months now. It's pretty in depth. And I had about 20 or so Field Rules for a workflow. They have always worked fine. Now today none of them are working. I'm so close to being done

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Updated Search Bar Will Not Go Away

  After searching, the bar results will not go away, and there is no "X" bar to close the results. We've tried refreshing, logging in and out, clearing cookies, and using a different browser. When this happens, we're unable to use the software, which is

• Case Email

  We want to send a case closure email by using email template, but we cant see any send email button in cases detail. i mean how to use case email template .. and how to send emails for cases.. for case created, closed etc. Email template do have case columns, but from where could we send the email for a particular case, I am not able to figure out. Zoho cant have this basic error. there should be a solultion for it. 

• All notes disappeared

  I've been using the notebook app for over five years on my phone without being logged into an account. A few days ago I opened the app and all my notes had disappeared. Since then I tried restarting my phone, updating the app and logging into my account,

• Workaround for Backstage's non-compliant cookie banner

  Hi Does anyone has a workaround for the cookie banner Backstage uses when you publish an event? Currently there is no "Decline All Cookies" button, only "Accept All" and "Customise". Which means it is not compliant with data protection requirements, as

• Mass Update a Lookup Field

  How is it after 10 years this still hasn't been implemented? I have 2,000 records that require a lookup field updating and I can't possibly do it manually one-by-one...!

• Relation name issue with getRelatedRecords

  Hi, I'm puzzled because of the following. I have custom modules Participants (CustomModule5) and Departures (CustomModule1): a Contact can be a Participant in multiple Departures. Participants used to be called Passengers; it was renamed to Participants

• Email Alert attachments unavailable for Vendor Payments

  I have several vendors with country specific compliance requirements to support the payment of their invoices. I've created Vendor Payment templates to meet their requirements and I setup an automation workflow that gets triggered when the invoice is

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