• Can't connect to the API

    I'm very familiar with API integration / coding / etc. But I seem to be unable to get past the first step of connecting to the Zoho API. I believe I've taken the necessary steps as per: https://www.zoho.com/accounts/protocol/oauth/self-client/authorization-code-flow.html
  • Designation/Department/Report

    Hello. I have two questions. 1. there are some vendors that I can't save Designation or Department? 2. yesterday I was able to generate a report that included Designation and Department but today they are not showing up in report?
  • Converting Calendly Date/Time to Zoho CRM Date/Time in Flow

    I am trying to create a flow to update a date/time field when someone books an appointment in Calendly. I need help converting the date/time from Calendly into a format Zoho CRM understands. It currently comes from Calendly as: 2024-06-28T16:00:00.000000Z
  • Inventory in Balance sheet not matching with Inventory Valuation Summary

    Dear Support Team, Our Inventory report is not matching with our Balance Sheet numbers due to a transaction (transaction id - 1802787000001190000) amounting to Rs. 48,700. This transaction happened back dated on 01st Apr 2024. Till August end, our inventory
  • Sub-items status changing with story

    I'm trying to use Zoho Sprints for scrum. I want the stories to have the following statuses: To Do, Ready, Done and the stories sub-items (Tasks) to go To Do, In progress, For Review and Done. My Kanban board should have the following columns: To Do,
  • Weird font inconsistency when scrolling through notes (Noto Sans)

    So this seems to only happen if you select the Noto Sans font, and it's a desktop issue. If Noto Sans is your selected font, for some reason all the fonts in the notes as you scroll are a weird serif font when my chosen font is not serif. Hope this gets
  • Stop email to customer after auto close

    We have a time based action setup, where if the customer has not responded to our email within 14 days, then it auto closes - see below: Ticket was updated through a Time-based Action Rule NameInactive for 14 days tickets Assignment NameMove to closed
  • Problems accessing the ID of a Desk contact

    I am doing an API integration and I am looking for a contact via email. That works for me and I save it in a variable called "getContact" I receive the JSON of the contact I searched for and I try to extract the ID of that contact. However, it gives me
  • Zoho Desk API: set timeEntry.invoiceId = "" (null) [remove connection between ticket timeentry and books invoice]

    Hi all, I would like to link time entries with invoices in Books via API. In doing so, I made a wrong connection, unfortunately I can no longer remove the InvoiceId! Very bad. :( How can I remove the link? Please help me, many thanks in advance! Deluge:
  • How can I get the Image or File URL from Zoho Creator to insert into another application?

    I've tried retrieving the image URL from my Zoho Creator application to insert it into another application. However, I'm facing issues as the proper image URL isn't being obtained. The same problem occurs with file uploads. I can upload a downloaded image
  • Date format changed when appended to list

    Hi, I have a dropdown list whose choices depend on user input of another field. The following code works fine. However, in our original data, the date format is dd-MMM-yyyy, but when the following code runs, the items in the list become yyyy-MM-dd. Clear
  • My LinkedIn Company Page isn't showing up to connect

    I am a social media manager for a company and I'm trying to connect our Company LinkedIn page here. However, our page is not showing up when I try to connect. Is this because I am only a "Content Admin" and not a "Super Admin?"
  • Unable to update Account record

    I am making a call to https://www.zohoapis.com/crm/v7/Accounts/${account_id} using Axio Put. The payload I am sending it is in the correct form as per the docs: { data: [ Account_Name: 'Test Name' ] }. However, I continually get a Bad Request error (status
  • Can't create segments/lists based on Account field values in MA 2.0

    Hello, I recently discovered that for some reason you can't create a segment/list that shows all contacts, based on certain criteria from the Account module. For example: In CRM there is a multi-select field in the Account module to manage subjects of
  • Cliq status to update for subscribed calendars

    Hi team, We are starting to migrate from Teams to Cliq, and have subscribed to our Outlook calendars so we can see all meetings in Cliq and Outlook in the Cliq calendar tab. Is it possible for Cliq statuses to change if there is an appointment in a subscribed
  • WebClipper Extension

  • Sort a Multi-Select Lookup Field

    I have a multi-select lookup field coming from one app to another. Currently that lookup data is being sorted on the printed report based on the added time of the form that's being brought in. Problem: I'm ideally trying to sort the lookup data by a field
  • Not Receiving Notication in Whatsapp

    Hi everyone, I am currently setting up my leads module and I want to receive an email and whatsapp notification whenever I receive a new lead. I am getting only an email notification but not whatsapp. I have already integration my company whatsapp, and
  • Error Authentication type 10 is not supported

    Al conectar Zoho Databridge con Postgresql mostro el error : Authentication type 10 is not supported 2. I get this message "Authentication type 10 is not supported". How do I resolve this? Zoho Analytics uses the MD-5 password authentication method. If
  • Need to change owner for SalesIQ to match Zoho Owner/Admin

    My company recently acquired Bounty.co and all the Zoho account information has been properly transfered. However, when I am logged in as Jessica Thorpe (Jessica@gen.video) I am showing up in the chat feature as Aaron Decker during the live chat session
  • Adding Business Bank Account

    Hi! I'm trying to add my business bank account to Zoho Books for the banking feeds, but can only see an option to manually add my account details, which doesn't;t seem to do anything. There's nowhere on the screen as per the instruction videos where I
  • New Gantt Chart Extension problem with relationLinkName in Creator

    I've burned a few hours now trying to solve this one, but no luck and there aren't any posts in the knowledge base yet: Anytime I try to include "subRelationName" the Gantt chart fails (invalid subStartdate and subEnddate). Works if I exclude the "subRelationName",
  • ETIMS Integration with KRA

    There seems to be an issue with e-tims integration with Zoho Books for the etims early access. Any one else facing this problem.
  • Not able to Fetch Leave Balance and Booked through API

    Hi, I have tried each and every way to pass employee erec id to fetch leave balance for a particular employee but getting the below error. If skip to pass employee then its working returning few results but while passing employee erecno giving invalid
  • Unable to download as Virus is Detected

    When I try to download any attachments from a range of different people, I get the error " Unable to download as Virus is Detected". Has anyone else seen this?
  • Search shortcut key '/' (slash) doesn't work in Firefox Quantum

    In Zoho Mail the search shortcut is '/' (the slash character). This doesn't work in Firefox Quantum. Pressing this key brings up the browser's Quick Find feature. I have investigated and it cannot be turned off. Can you please let us remap the search shortcut key, or change the default to something else?
  • Starting Marketing Automation's journey from Zoho CRM

    Unfortunately I cannot resolve a problem with the Marketing Automation signup forms and am therefore forced to use the Webforms of the LEAD CRM module. These work, but I noticed that if I add a TAG in CRM, it is not transmitted to marketing automation.
  • Zoho Vault now working with MacOS Sequoia

    Hi, I am using a Mac and recently updated to the latest OS which is Mac OS 15.0.1. After this update Zoho Vault fails to work in any of my websites where I need to login in. On Safari browser the Vault Icon appears but does not work. Clicking on it does
  • Zoho Sign, can't send signed document

    Hello, I have received documents to sign through sign.zoho.com and it seems I am able to sign them. There are no form submission of any kind. The only choices are to download the documents or send them to my email, but these options will send the unsigned
  • Email forwarding to Gmail not working

    Hello, My email forwarding to Gmail is not working. Verification email is received and verification step is passed (green dot appears left of the dest. email. But every email sent to address do not go to Gmail (not even spam inbox), they only appear in
  • outgoing blocked

    can you please unblock my outgoings at christophlachberger at zoho dot com.
  • Calendar User/Department change in new version

    Where is the 'department' calendar view in the new version? I've also lost the ability to see all department information in Leave tracker in the new version - I'm only seeing my team and I am the super admin and used to see everything. OLD version screenshot
  • Workdrive upload file function - integration works 98% of the time but sometimes returns errors

    Hello, Why is Workdrive upload file sometimes returning Oauth token error while sometimes it works without any error. The solution is using connection from zflow to workdrive. See the screenshot of the error below; When I rerun the same instance that
  • Nodemail with Zoho returns "535 Authentication Failed"

    I'm trying to send an email from nodemail to a gmail account through zoho. I've done this by using the following settings for the transport:  nodemailer.createTransport({         host: "smtp.zoho.com",         port: 465,         secure: true,        
  • Remove space/  in the end of the email

    Hi, I imported the Candidates in Zoho and in several records in the email space, after the email it is found an space or " ". It bothers me because I cannot use the aumation tool to send emails or the button send email properly, as then it doesn't show the email as it should. Meaning, if the email is maitee.santiago@gmail.com; it shows maitee.santiago@gmail.com  (https://recruit.zoho.com/recruit/EntityInfo.do?module=Candidates&id=316132000001195304). Is there any way you can delete the
  • My email is LOCKED! Please help!

    Task ' info@NorthernColoradoRentals.com - Receiving' reported error (0x8004210E) : 'Your mailbox is temporarily unavailable because another e-mail message is being delivered to it or another mail application is accessing it. The server responded: -ERR
  • Zoho Form Advance Approval

    Not Able to Approve zoho form via App in case of Advanced Approval ?? it is asking to approve via Web browser ??
  • 'Unable to scan for virus'

    When we try to attach a document to an email , we het the following message: and are unable to send the attachment with the mail. Can this be resolved please
  • Bazı mail adreslerinden mail alamıyorum

    Bugün bir insan kaynakları yöneticisi ile görüştüm. Takvimi mail göndereceğini belirtti. Ancak 1-2 saat içinde gelen bir mail olmadı. Kendisine yazdığımda gönderdiğini belirtti. Bende Gmail adresimi paylaşarak ona göndermesini rica ettim. Ona anında geldi.
  • Price liste

    How can I specify the price list for each user based on the reseller price and the normal customer price?
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