• Problem during switching between accounts

  Hello, We have a problem during switching between "accounts" and "delegata accounts" in zoho mail desktop. Quite often while doing it, zoho mail app shows "Opps... A problem has occurred. Try again." It's quite annoying during everyday work. What can

• Zoho Show Slide Decks Not Accessible

  Hi. Currently, my Zoho Show slide decks are not accessible. Please fix it. My Writer files are still accessible, so I'd think something Zoho Show-specific has happened. Thanks!

• Images uploaded onto text notes through the mobile app won't render

  When uploading am image onto a text note, exiting the note and going back in, the image is gone and shows an error icon in its place, and also won't display directly on other devices, including on the desktop version. Uploading the same image on the same

• Ability to use Dynamic goals in Motivator

  Is there any way to create dynamic goals in Zoho Motivator? By "dynamic" I mean: not the same target every period, but varying from period to period. For example, in our organization, sales reps are supposed to target beating the same month's sales last

• Pages Limit of 5 on Zoho Sites with Zoho One Trial account

  Hello, I was building my website in Zoho Sites (I have a Zoho One Trial plan) and seems like I've reached a page limit of 5. I then checked the Zoho One limits and looks like the limit is 50 pages per website. I can't seem to find a way to correct this. Is there something you can do on your end to increase the limit on my account? The error I get is "Oh no! Your current plan does not support this feature. Upgrade your subscription to use this feature." when trying to add a new page. Kind Regards

• Mapping a custom picklist to another picklist when creating a connected record with a workflow

  Hi, I have some workflows that move records between pipelines, the issue is that when setting up the workflow that creates the connected record, there is no option to map the value from a picklist in one pipeline to another. Please watch: https://www.loom.com/share/4e5fa969b21043748414154c036cdd47?sid=dca0fd16-73f2-4fe6-a9d3-7a4c0c40c2e6

• Forced Tooltip on Maps View

  Please remove the forced tool tip data points and ONLY include those listed in the "Include Columns for Tooltip" area. Also, disable the tool tip if no fields in there. With a lat/lng map, it forces showing those (and color field, lat count) and will

• Zoho Projects Currency fields in Deluge script

  I have several functions I've written in Zoho Projects that take one or more currency fields as input parameters (arguments). These functions have been working just fine for months, and I made no changes to any of them. Today (Jan 21, 2025) I noticed

• Recording inventory purchase as an expense

  Hi, Currently Zoho only allows you to enter inventory purchase as a bill and make a payment for that bill. This is a two-step process which can end up taking quite a long time to record entries. As opposed to this, QuickBooks has a feature that allows

• Report inaccuracies

  I just generated an Expense by Category report in Zoho Books, expecting to get the expenses as reported in the Profit & Loss statement. No so! Specific expense categories that I had added in the chart of accounts were not included in the report, and some Cost of Goods Sold categories that should not have appeared were included. The Profit & Loss statement appears to be correctly reflecting all expenses, and the Expense by Category report is not. it is all over the place! From what I can tell, the

• Execution failure when fetching a Name field from another app

  In creator I have one app [Employee Directory] with a form [Employees]. One of the fields is a name field called [Name]. Here is a sample that works, if executed from the Employees app: test_Employee = Employees[Name.first_name == "Alex"]; info test_Employee.Name;

• Approval Processes Issue

  Hello, I have a significant issue that could potentially cause serious problems for our company. We have developed a new module that we use as a payment request module. In short, payment requests are made through this module and are approved by different

• Tickets associated with my service contract are not subtracted from the pool of hours configured in contracts in Zoho Desk

  Hello community, I hope you can help me with this query. I have set up contracts in Zoho Desk, and it is associated with a client that has a quota of 30 requests per month. In my client I have 4 email accounts associated that can make requests and these

• I am unable to view a client's related information within their account, a lock appears in Zoho Desk

  Hello community, I have a problem that I can't solve, I have a client with a related contract and I can't see their associated tickets, it tells me that I don't have permissions, I've already checked the permissions everywhere, but I can't fix the problem.

• Issues hosting Zoho Desk Web Form on SharePoint and/or Power BI

  Zoho Desk onboarding support has no experience with embedding their web form in either SharePoint or Power BI. Microsoft states that SharePoint and Power BI only support iframe HTML. And unfortunately, the web form embed code that Zoho generates is not

• Lead Automation Issue with PageSense Tracking

  We recently implemented lead automation in our company and are using Zoho PageSense to track lead details. As part of this, we created an Element Click Goal to capture leads from our landing page. However, we discovered that the PageSense tracking code

• Missing users in CRM workflow notification and "share with zoho cliq"

  Hi, I'm creating a workflow that should send a notification to a Zoho Cliq user when a Lead with specific lead source enters the CRM. The problem is that not all users are showing up in the select menu, when I choose "Notify to Zoho Cliq - Users". As

• Taxes... again.

  After reading the recent addition to the knowledge-base article at https://help.zoho.com/portal/en/kb/commerce/user-guide/settings/general-settings/articles/types-of-taxes, I feel compelled for the fourth year now to reiterate the glaring omission in

• Custom Alert Messages

  Does anyone have any experience creating custom alert messages in Creator? I'm able to create a zml page with params for alert Title and Message, and I'm able to trigger it from a report button, but I can't seem to trigger it as part of an On Validate

• Import Invoice error

  Hi Team, While I am uploading the invoices through import method it's throwing one error "Invalid value specified for the parameter" for the column "Invoice number" I have tried multiple formats still the error is coming up What could be the reason

• A/R Aging Details shows wrong aging days

  In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.

• An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out.

  Hello Zoho, We frequently get the below error while refreshing bank feeds in Banking Tab. "An error occurred while connecting to Yodlee. Please contact support.india@zohobooks.com and we'll help you out." Ticket No 90609456 Please fix the same. Than

• The payment entered is more than the total amount due for this invoice. Please check and retry.

  Iam getting an error, when i try to reduce the amount of the paid invoice , were percenatage of tax was over charged in the invoice. How do i adjust the payment when invoice is already generated and customer had already made the payment.

• How to Add and Manage Flexible Shift Patterns in Zoho People

  I am managing a team of 40 employees and need to set up flexible shift patterns in Zoho People. Previously, I was using BrightHR, where creating a rota was simple with drag-and-drop functionality. In Zoho People, I find it more complex to assign shifts

• Zoho Visual Editor Not Opening

  Hello There I am trying to build a website using zoho and I can't open the visual editor. It keep saying Loading...  Do you know why it is happening. Thanks in Advance Regards Rajat

• Standalone function is not working

  Hi, We have created a standalone function to integrate with a third-party service using OAuth. However, the standalone function's REST API key is expiring automatically after some time. When we regenerate the API key from the admin account, the function

• Receiving calls from ZOHO CRM to personal phone?

  In our company, we need to receive calls from our U.S. number linked to our ZOHO CRM on the mobile phones of our sales team based in the Dominican Republic. We already have the the built in ZOHO telephony integration, and calls are perfectly logged into

• Function went from fine to nonfunctioning without change

  url = "https://www.zohoapis.com/crm/v7/Accounts/" + id + "/Attachments/" + attach_id; file_engage = invokeurl [ url :url type :GET connection:"zoho_attachments" ]; The attach id is grabbed from a file upload field account = zoho.crm.getRecordById("Accounts",id);

• Zoho mail stopped receiving emails

  My Zoho email addresses that are linked to a domain suddenly stopped receiving messages yesterday, even though I've been using Zoho mail without problems for 1,5 years. I receive this reply to test emails: "553 Relaying disallowed". Due to this, my SMTP

• My email client shows no emails anymore

  I let my account expire due to old payment method. I repurchased it I turned back on IMAP Then all my emails disapeared. Everything is fine in the webview and and zoho mail app

• URGENT - Issue with outgoing mail

  I am receiving mail but atm can not send - and not being given any code/reason as to why?

• Impossible d'envoyer un message :Raison :553 Relaying disallowed. Invalid Domain - masertech.ma

  Bonjour, J'ai renouvelé mon abonnement mais j'ai le probleme de domain.

• INVALID_TOKEN CREATING LEAD

  An error occurs when create token with curl "https://www.zohoapis.com/crm/v7/Leads" -H "Authorization: Zoho-oauthtoken HIDE" -d"@Lead.json" -X POST I can read leads, but I cannot write them. The permission are: ZohoCRM.modules.leads.ALL ZohoCRM.modules.deals.ALL

• Creating Custom fields controlling visible lines?

  I am very new to Zoho however I do not see anything on the Multiline line field creation that lets you control how many visible lines will show after data is entered in. I would have thought there would be a setting once you go into the Edit Properties

• All Deluge environments draggy! Negatively impacting productivity

  Hello, I have been using Zoho flow, CRM, Project, etc to develop custom functions, integrations. etc. for over 5 years. However, just about 3 days ago, I observed the deluge integrated environment is now acting draggy across all Zoho products using Chrome

• Problem with leave API

  Hi, we are unable to add a leave through "Add a Leave API" , we are receiving unauthorized and page doesn't exist. we generated the access token which is working for the other endpoints like "Cancel a leave" and "Get Leave Records", the same access token

• Zoho Creator HTML Snippet - Can't get list to iterate

  Hi! I'm trying to create an HTML Snippet on a page in Zoho Creator and would like to create an HTML table pulled from a list of time entries that I have in a form. I have successfully pulled the collection of time entries, but the code that I have built

• Gravity Forms, JSON, Webhooks and Zoho Flow

  I have form that I use to populate a Module in Zoho CRM. When the data is sent back from Gravity Forms, it's sent back in this format (I've cleansed the data for privacy): { 4 : "email@email.com", 5 : "+61999999999", 6 : "emai2l@email.com",

• Webhook when estimate is refused is not firing

  Hello, I use a workflow through make that sends estimate with zoho books (I paid books and sign). -Those estimates when accepted are firing the webhook that I create in zoho sign (photo 1) -However when refused they are not firing the webhook that I created

• Requiring Proxy

  We are trying to get support from a company that uses Zoho assist. When we download the helper it is questing that we put in a proxy. What info do we need for the proxy / or to not need a proxy? I have tried a hot spot and allowing the program through

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