Oauth Redirects me to sign in page
I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide
Cannot view or interact with polls on IOS
When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.
Calendar view not working in Zoho Projects
Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the
Address Autofill
Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :
TeamInbox down?
Hi everyone, we are getting message "Sorry, this action cannot be performed due to an internal error. Please try again later. We are on the Canadian data centers. Can someone please confirm if the service is down? Thank you! F
Purchase Requisition in Zoho Books
I want to understand if Zoho Books is having the following workflow: PR ( Purchase Requisition ) >> PO ( Purchase order) >> GRN/SRN ( Goods/Services receipt note) >> Bill
Marketing 2.0 has been a catastrophe
Anyone else having significant issues with their link between their CRM and Marketing automation since moving to version 2.0? We had an easy flow for triggering leads in the CRM to journeys in Marketing Automation but now nothing seems to work properly.
Need to send a single email to up to 20 recipients
I want to send a single email to ~16 or 20 recipients. It appears that I cannot do this in Zoho email as it gets flagged as unusual activity. I need to be able to communicate with this group on a regular basis. What am I missing that Zoho doesn't allow
Support poor service
I just wanted Zoho support to give me some more concrete answers. I’m facing SMTP error issues, and they told me that the South American IP was experiencing problems, but they didn’t provide an estimate for when it would be resolved. Now my company is
Zoho say my domain seems to be already associated with another account
I created a zoho account for try my domain mail configuration. When I want to add my domain in this page https://mailadmin.zoho.com/hosting?plan=free then this shows an error that is "This domain is already associated with this account a*****n@f*****."
Depois de 1 ano não consigo receber e-mail
Consigo enviar e-mails mas não estou recebendo nenhum e-mail isso aconteceu pontualmente após eu completar 1 ano de uso. Me ajudem por favor
Function for Emails tranfer from Lead to Deal
Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring
Text formatting does not work (Notebook Mac)
The text formatting does not work at all. It seems, that the program loses the selection and therefore hitting bold, italic, etc. does not do anything.
For Each Loop only returns 1st result of List, not the whole list?
I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each
Cant add contact mail. cant find it
Hi, I am writing a new message and when I enter the contact address that is in my address book, zoho cannot find it. Previously there was no problem. I wrote the first two characters and it shows me all the contact.
Team can't view their created ticket through Followed Tickets
Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message
ZOHO Nightmare
I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
Delete Unactive Users form Directory
Hi, how to delete all unactive users ?
Manual Journal entry problem
Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
Zoho People down
Zoho People (EU) appears to be inaccessible this morning. Have gotten through log-in and MFA but have been on the "Please wait while we work our charm..." page for several minutes now. A colleague has tried to access it via the One dashboard and experienced
Search functionality in Vault is very poor
Hi Zoho Team Please... the search functionality is absolutely vital in Vault, particularly when it's being used by a team. It's just a fact of life that everybody has their own way of naming something, so using exact match on the Password name is horribly
Thoughts on users being able to create Zoho accounts?
For anyone who's used Zoho for a while, I'm sure you've come up against an issue where you create an account for a user, and they go ahead and sign up for a new one accidentally. Then, only they can delete the account, as it exists outside the organisation.
(MAJOR ISSUE?) Chat GPT integration. Wrong endpoints in API integration for embedding models.
There seems to be a issue with the API endpoints with the ChatGPT, Zoho Flow integration. When using the model 'text-embedding-ada-002' the endpoint should be v1/embeddings but instead it's v1/chat/completions. Here's an example of the history on a failed
Surpress Zoho warnings in Customer Portal
I'm experimenting with the Customer Portal. When I log in as a customer, this message shows up, completely covering the menu bar at the top. Can such messages be surpressed? I know, it is very easy to get rid of it, but when I demonstrated the portal
Notifications
I am facing a problem with notifications, the mobile crm app does not notify me at all for any mail, task, activity, ... etc., the web is slightly better as i can see a notification on the bell icon however with a delay from real time and without a sound,
Zoho Mail - CRM Widget
When I click on Associate this email to a contact within the CRM widget, I get "Oops! Something went wrong". This happen when I try to associate an email in a shared mailbox. The widget detect correctly the contact and show his informations from the CRM
Error : Bin Locations Provided are not valid
1. We just moved our data from the US to Indian Data Center 2. Now, in one of my organisations, I am unable to save invoices or purchase bills for items and it shows an error 3. Irony is, we dont' even use Zoho Inventory. Operations are completely on
Possible to pause/control the data refresh schedule for data visualisation triggered from custom button?
In a module record view, I have created a custom button action to show a data table view from Zoho Analytics, using https://help.zoho.com/portal/en/kb/crm/customize-crm-account/custom-links-and-buttons/articles/custom-buttons. I noticed that the view
Creating cadences Unable to save
Hi, I'm creating a cadence for sales based on the leads module I have email templates in a folder "sales Cadence emails" when I add follow up 1 I select the email address of the user the cadence is for but it won't save....why not? Moderation Update (2nd
Tab order for custom phone fields.
Our Lead records utilize multiple custom phone fields, appearing in multiple sections. The tab order has been configured from top to bottom for each section. When users create a new record, or edit one in a way that makes a custom phone field appear for
Workdrive API Get list of Sub Folders not working
Hello Workdrive API "et list of Sub Folders" not working. Can you please check this. https://workdrive.zoho.com/apidocs/v1/teamfolder/getteamfolderfolders
Adding a Download field to a form
I want to set up a form on my website so that people can download a pdf file once they have submitted their email details. It has been really easy to set up the template but I cannot locate a field with the function. I can see file upload, but not download. This is the main task I want to add to my website as part of the "sales funnel" so hope there is the option.
We are being overbilled by Zoho and they refuse to correct it
We are being overbilled for CRM Ultimate Add-on. Zoho has acknowledged that they know this, but refuses to address and issue billing credits for the amounts we have been overpaying. Our company has been downsizing (unfortunately) and in the past 3 months
Unable to send e-mails to an specific address
Hello. I'm having problems sending e-mails to my shipping company. user@shippingcompanydomain.com INVALID_ADDRESS, ERROR_CODE :550, ERROR_CODE :5.1.1 <user@shippingcompanydomain.com>: Recipient address rejected: User unknown in virtual mailbox table Reporting-MTA:
Bar chart from Deal Stage Snapshot table not showing right amounts
Hi, since we needed to track the changes of our deal pipeline over time, I added a new data source and selected 'Snapshots' to start the sync. At first I thought it was working just fine, after a few days I realized that something was wrong with the amounts
How do I set up Contact Scoring for my existing contacts
I'm trying to set up Contact Scoring for my subscribers, 9 months after creating the database. I've added the Campaign Activities, but none of the contacts have a score. How can I update all the contacts so they show a score? My goal is to ultimately
ZOHO PEOPLE
HOW CAN I DELETE LEAVE HISTORIES IN ZOHO PEOPLE?
Zoho Meetings - Scheduling sucks
I wanted to try this out for our little meeting group. I scheduled the meetings for Tuesdays, Thursdays and Fridays. No matter what I did, the meetings all showed on FRIDAY. I changed the date and hit save. Still friday. Terrible system. Back to Zoo
Not able to create a new, second help center
Hi. I'm not able to create a new, second help center. How can I solve this problem?
SSL Certificate Error - Connection is not secure
I am new to Zoho Desk, but I've tried to link our new Zoho helpdesk to our domain via the subdomain https://helpdesk.leannova.de It appears the CNAME change we implemented is working, but we're getting an SSL error that looks like this: *********************************** Your connection isn't private Attackers might be trying to steal your information from helpdesk.leannova.de (for example, passwords, messages, or credit cards). NET::ERR_CERT_COMMON_NAME_INVALID This server couldn't prove that it's
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