Show Zoom Link in Recipient's Calendar
We set up meetings within a record, selecting the "Make this an online meeting". We use Zoom. Most of the recipients go to their calendar (usually Gmail or Outlook, corporate) to join the Zoom meeting, but there is no Zoom link in the calendar. Can this
Does Thrive work with Zoho Billing (Subscriptions)?
I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
Uploading a signed template from Sign to Creator
Good day, Please help me on how to load a signed document back into Creator after the process has been completed in Sign. Below is the code that I am trying, pdfFile = response.toFile("SignedDocument_4901354000000372029.pdf"); info pdfFile; // Attach
Process between CRM and Campaigns to ensure double opt-in contacts?
I would like to ask for a few clarifications to ensure we fully comply with best practices and legal requirements: According to the documentation (Zoho Campaigns CRM sync – Default option), the best and recommended way to sync contacts is by using the
Zoho Books - New Interface keep details with PDF View
Hello, The Zoho Books Interface has changed for estimates etc... One thing is causing issues though. Before the change, in PDF view you could see the detail information including custom fields entered for the estimate. Now, you have to switch between
Print labels on selected view
How can I print labels for select view. Always defaults to ALL contacts when I select View = Mailing Labels. Thanks!!
Printing Client Lists
I was looking for a way to print out client lists based on the account. For example if I want all my contacts from company A on one sheet, how would I do this. Moderation Update (3rd December 2025): There are two challenges discussed in this thread. 1.
ZOHO Blueprint and Workflow
Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the
Zoho CRM Participants Automatic - Invite Using Deluge
Hi Zoho! Is there a way to make the invitations automatic via API? I'm using this one but it doesn't work or reflect in the CRM: participantUser = Map(); participantUser.put("type","email"); participantUser.put("participant",email); participantUser.put("invited",
Work Order Assignment for Engineers Handling Their Own Requests
I’m setting up FSM for a business where there are multiple engineers, but each engineer handles their own process end-to-end receiving the service request, creating the work order, and completing the field service job. I noticed that I must create an
Dependent drop-downs... how?
Good day. I have 2 different situations where I need a dependent drop-down field. First is for a subform, where I want to show related fields for a specific customer on the main form. In my case it is a parent whose children make use of our school transport
Reporting Limitation on Lead–Product Relation in Zoho CRM
I noticed that Zoho CRM has a default Products related list under Leads. However, when I try to create a report for Lead–Product association, I’m facing some limitations. To fix this, I’m considering adding a multi-lookup field along with a custom related
Dynamic Signature - Record owner
Hi everyone, I’m using Zoho Writer merge templates from Zoho CRM and have two questions: Owner signature: How can I automatically insert the CRM record owner’s signature in the merged document? I’m not sure where this signature is stored or how to reference
Printing from Zoho Creator hosted on my own server to printers hosted on my clients local network
Hello. Fairly new to Zoho Creator and looking for best options to be able to print from my application hosted on my own server to any printer hosted on my clients own local network. Any advice is welcome. Thank you.
Add System Pre-Defined Lookup Field to Subform?
Hi there! New to using Zoho, so this may already exist, but I'm having trouble figuring it out. Is there a way to get the system pre-defined Account Lookup field (in our case, renamed to Company Name), as the starting point for a subform? In our company,
Numbered / bullet point List in Zho Cliq
Hi, is there a way to format chat messages in Cliq like this Topic 1 Hey, I finished this project yesterday etc... Topic 2 I am still working on this etc...
How many groups in Zoho Mail can I make?
I'm currently on the free plan, which has a limit of 10 users. Does that limit includes groups too? If not, what is the limit for groups? Thanks!
Already have Zoho account. Not letting me log in
I already have a Zoho account that is associated with my Google email and my phone number. Even though I'm already logged in to Zoho, when I click on the mail icon to access my email, it takes me to the pricing page. When I click on the free option, it
ZOHO Mail App Not working
There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?
Zoho reply to not working. just reply to my self
Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can
Can't receive any email from other platform
Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, but
Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts
Can some on help me regarding our account . thank you so much
Zoho Creator integration with Sage 50
Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.
Conditional Email Forwarding
How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incoming
Automatic Matching from Bank Statements / Feeds
Is it possible to have transactions from a feed or bank statement automatically match when certain criteria are met? My use case, which is pretty broadly applicable, is e-commerce transactions for merchant services accounts (clearing accounts). In these
Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.
Login verification emails never received.
I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text
Global lists for Multi select
It would be great if I could select a global list to use for a multi select dropdown filed.
Working with dates and Function Field
Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"
Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.
Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much
temporary system errorlouis
J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit
How to Cancel/Delete Queued Mail Merge?
Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be
Possible Fraud Site.
Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked
Zoho mail to Teaminbox
Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before
Crear tarea CRM con recordatorio desde Zoho Flow
Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}
Inquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, when
Multiple clients in one project
Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.
Open A.I assistant Connect with Zoho Desk instant Message Conversations
I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers
Bulk update Archived Ticket
Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I
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