• Troubleshooting an automated workflow email - usage stats not matching

  I set up a rule to send a "New Approved Job" email (we named our Deals module Jobs) when certain stages are reached. To ensure it does not send this email multiple times, I set up a checkbox field that will be hidden from the layout called "Active Job

• Sales IQ plugin in Wordpress

  <What I want to do> I want to embed Zoho Sales IQ into a WordPress website to get information about visitors. <What I did> ・Installed the Zoho Sales IQ Installed the plugin, pasted the Sales IQ code and saved it. -> The code is not reflected. ・Paste the

• How to make LAG function work?

  The Add Formula column modal shows that Lag, Lead, etc. window functions are available. When I try to add the formula as lag( MAX("Date"), 1), it gives this error: Please use aggregate formula option to create aggregate formula. But the function description

• Deluge integrated tasks not working!

  It seems like the integrated tasks of deluge no longer work. We received a couple months ago from support a suggestion to avoid using the integrated tasks and work with the APIs. Today we realized that it's very blurry to understand which integrated tasks

• ZohoBooks API issue for creating an estimate

  It looks like the current ZohoBooks API for creating an estimate, as documented at https://www.zoho.com/books/api/v3/estimates/#create-an-estimate, has some bugs or issues, as follows: It's for a UK-based business. Using the url='https://books.zoho.com/api/v3/estimates'

• Frequent Zoho Analytics Sync Failures

  Analytics sync is continuing to frequently fail - every 2 or 3 days we'll have a sync failure with unhelpful messages like this: When you try a manual sync on the failed table it typically says "sync already in process" even though it's clearly errored

• Stipe not showing as an option when sending out an invoice.

  I am using Zoho Payments as the credit card processor and Strip as the ACH processor. When I send out an invoice to be paid the customer only sees the option to pay via credit card with Zoho payments. I do have the box check that allows for ACH payments

• Portal access and Custom cliq channels between DCs

  Hi, Since we operate out of more than one DCs for Zoho , We may need to collaborate with CX accounts outside our Data center as well. Please suggest a solution for this as multi DC cliq channels and Cx portal access to work, the present system declines

• Cannot change datatype from Dataprep into Zoho Analytics

  When importing data directly from DataPrep into Zoho Analytics, I am unable to change the datatype for a column to visualise as a geo-location. Zoho Analytics says it cant change the table as its a system table, while Dataprep only has a "map" datatype

• ERROR DECLARING DATEFORMAT IN ZOHO ANALYTICS

  I am using the Zoho Analytics API (https://www.zoho.com/analytics/api/v2/data-api/add-row.html) and, as mentioned in the documentation, to record date and time data, the data must be formatted if you want to store it in a custom format. By default, the

• Writer document thumbnails not updating

  Hi Zoho, Big fan of Writer but it seems like the thumbnails (which are displayed on the Writer dashboard) do not update. I saw a previous post on here where you explained that there is a delay before thumbnails are updated. However, the thumbnail for

• Zoho Meeting Transcript button only toggles On but not toggle OFF

  Hello, While viewing a meeting recording on my Chrome web browser, I clicked on the "Transcript" button to toggle ON the transcript for the recording, and the transcript shows, but with a smaller screen. But when I clicked the "Transcript" button again

• Bank feed missing transactions

  My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correct

• Zoho Sign API - Error while Sending document for signature

  Using Zoho Sign API, I am trying to send the document for signature using curl. I get error code 9039. Request is attched in the file. Any solution will be apprciated. {     "code": 9039,     "message": "Unable to process your request",     "status": "failure"

• Image bug

  Hi, I would like to report an urgent bug for image display. If I try to display a A module uploaded image in B module thru Then all image field in B module will wrongly display those displayed picture in related list record.

• Zoho Flow just triggers when Flow creator does the specific action

  Hello, I created a Flow in Zoho Flow with the trigger "Spreadsheet Created" (Zoho Sheet). The flow triggers when I add a spreadsheet to a Team Folder I created in Zoho Workdrive. However, if another user (admin or not) uploads a spreadsheet to the same

• Zoho Form multiline field doesnt prefill from CRM

  I have a zoho form which I prefill from CRM data, and there's a multi-line field in the form that I am trying to prefill from CRM. It doesnt allow me to prefill the said field and just displays "Page Not Found" when I try to access the link with the prefill

• Zoho CRM Integration can't see all Organization selection.

  Hello, I request your help, when I integrate Zoho CRM in Zoho Form, when I select an organization I can't see all the organization I did in zoho CRM. Anyone had the same issue ?

• Getting error while calling API in extension widget

  Hi all, We are trying to call an public API in a Zoho creator extension. I am getting as follows r Refused to connect to xhr.js:188 https://www.zohoapis.com/creator/custom/user2_demo2127/testApi?publickey=TCCn@7KEpRUAEuxDz4VMt...because it violates the

• Projects API Scripting to add followers to tasks

  I've written a script that looks like it works, except it doesn't. The Python script does the following, but I've left out token refreshes and pauses that exist in the script: Queries our company account and returns an enumerated list of all active projects

• Our Company email Suppressed by other corporate Microsoft Email server users

  So I've tried everything. Zoho Mail support can't assist me because they're referring me to Microsoft. All my emails show delivered in the Email logs but the emails that I send don't actually end up in the end users Inbox or junk folders. There's no auto-response

• Cannot add client side API

  What I should I do here to pass the JavaScript Domain Validation?

• lending system

  We are a lending company that disburses loans to customers and collects repayments with interest over a period of 1 to 12 months. Is there a Zoho app that matches our requirements?

• OpenAI issue

  Hi, I've tried to enable OpenAi in Zoho Sheet as in this article Simplify your spreadsheet tasks with ChatGPT integration | Zoho Sheet Help Guide but I get this error below in the AskZia console: Credit limit exceeded. Any ideas? Thanks

• zoho.currenttime is not working properly

  Namaskaram Zoho Books team, we wrote a script to update an date fields based on current time. For that, we using the deluge default function (zoho.currenttime) in the script. It is not taking the current time of login user, literally its taking current time of the script owner (user who wrote the script) not the current login user. Crafted with ❤️ Zoho Gurus | Zoho Books Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers

• Is Cliq down?

  Facing issues across our org with Cliq. Haven't heard anything from Zoho support or the status page. We are getting reports that Ciq is returning errors, not loading, not refreshing, failing to work on Mobile app and some channels are now mistakenly marked

• Tax Agency from Shopify to Zoho Book

  Sure, here is the translation: Anyone out there having issues with the taxes in Zoho Books from Shopify? I need to create my tax report. I'm having trouble generating it. With the integration of Shopify to Zoho Books, Shopify creates the taxes by itself

• "ROUTE_TO" function not working when the user is in the context of "All Departments"

  Hi, I'm trying to load my extension side panel automatically when the agent navigates to a ticket, using the background widget. I'm using the following code: ZOHODESK.invoke("ROUTE_TO" , { entity : "extension", location : "desk.ticket.detail.lefttab",

• Verify User on Last Record with Current Submission

  Not sure if this is possible, as I am not sure when the Added User field can be verified during submission or after. I am attempting to make sure the user who is submitting form is the same person that was on the last Record. I have it set up that fields

• i cant import pdf statement of bank statement

  i cant import pdf statement of both bank and credit card statement it will be very helpful if the credit card statement will be uploaded in the pdf format itself converting is a time consuming process

• CUSTOMER STATEMENTS

  It is usual in accounting that aging periods are shown on a statement. It is also usual that different types can be chosen such as : Balance Forward: A list of invoices and payments with balance for date range selected Open Item: A list of open, unpaid

• Payment option after zoho books invoicing

  Its a very very important to change as soon as possible. When my clients pay their invoices and use the "pay now" button on the email i sent them through zoho books, they have the possibility to pay through visa card (since i connected stripe with it).

• Collecting Customer's Card Information

  From what I was told by customer support, Zoho Books does not allow you to collect payment without disrupting the sales process. There is no way to collect it via API, there is no way to import it via merchant. You can either email the customer to enter

• bug api ?

  Hi When I use the API to do any of the following request I keep getting 'The request could not be authenticated as the authentication value you entered is invalid. Enter a valid authentication value and try again.' Mark an estimate as accepted Mark an

• Zoho Writer - Signer Fields placement issue

  Hello, I recently noticed that there seems to be an issue when placing signer fields in a Zoho Writer document. Indeed, Zoho does not let you put the fields where my mouse would otherwise clic and drag it. The field is still moveable, but it does not

• Zoho Flow On-prem Agent Fails to Update and Won't Startup

  (I also posted this issue under "requests".) Started up my on-prem agent today, like I do every day, and found that two different instances of the app on two different computers are broken in the same way. Since it worked flawlessly yesterday with my

• No inventory items' images shown at PO or SO

  Hello, after successfully creating the inventory items, then we try to create a Purchase Order or Sales Order, the problem is that the items we select for the new intended SO or PO, won't show their particular images when selecting "PDF view" at the top

• Zoho Flow hit ' An error occurred in 's Servers"

• Zoho sent emails are being blocked

  I have had a constant issue with Zoho emails. Many of the outgoing emails I am sending are not being received by the customer. Are they being flagged as spam or malicious server? I don't know. I send the same email from a yahoo account and it goes through. Usually some type of Gavernment address like .k12.us

• To pull list of all files in a folder of zoho workdrive using REST API

  Hello Team, I am trying to connect Zoho workdrive using REST API with powershell and List the files and folders to get the properties of the files especially the embed code of the video files. I am able to get the refresh token and access token. However

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