Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho CRM]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
job opening status is locked and and I cannot change it
Dear Support I am using standard plan. The job opening status is locked and and I cannot change it.
IDN domain
Why I can't use my domain www.blažek.com I do not want use unfolded shape www.xn--blaek-wib.com in my mail. Can you help me please?
Gmail - Error 553 Relaying Disallowed
Hey Zoho, I have just set up my mail server and added a couple of email accounts. I've verified my domain and added the mx records with my registrar (namecheap.com) What I'm trying to do is to be able to send email from my domain through Gmail. In Google
Candidate status change
I am trying to change candidate status from "interview scheduled" to "hired". Where do I do this at?
How can I set up my contacts so that all users can have them on hand when they sign in?
Hi. For my business I would like to set up the Contacts so they are available for any user.
Custom Return Path - Host Name
Hi there, I've successfully set up SPF/ DKIM for Marketing Automation, but struggling to complete the Custom Return Path. I'm settting up on Wix. What should the host name be for the CNAME record? In Zoho Help it just says: "type your host name (sub-domain
How to send Messages to Leads/customers
I’d like to inquire about the process for sending messages or follow-up communications to customers directly from Zoho CRM. Could you please guide me on the best way to do this—whether via email, SMS, or any integrated messaging feature? Additionally,
Admin Console Email
I can't remember the admin console email or password. How do I find that out?
help me! the button "remove zoho ad" is not responding
help me! the button "remove zoho ad" is not responding, kindly advice. please to check the follows : https://sitepreview-643549202.zohositescontent.com/previewsite https://sitebuilder-643549202.zohositescontent.com/builder thanks,best regards
Free tier
Does a completely free tier Zoho email still exists? If so why am I receiving email reminders that my account would expire in 2 days
Prompting email addresses when sending an email
Hi, I was just wondering if it was possible to disable the prompt / suggestion of email addresses when you begin typing an email address into the TO or CC box? Some of the email addresses that are being suggested are people that no longer require the
How to insert a ZohoUser in a subform field?
I am building an new external web app that uses the ZohoCRM REST API (v8) to push data to Zoho. How do I use the ZohoCRM REST API to insert ZohoUsers into a subform field? I've tried several approaches and none of them have worked - inserting the ID as
Unable to receive emails
Hello - I set up an email account for my domain. I can send emails but cannot receive them. I believe the issue might be with incorrect IMAP configuration (?) - but im not sure and cant find where this is on the platform. Im using Zoho hosting for the
help, 554 5.1.8 blocked
got this blockade, i don't know why?
More than one "Other" response in a Multiple Choice (Many Answers) question type?
Is there a way to have more than one "Other (Please Specify)" with a short response as an option to a Multiple Choice (Many Answers) question? I understand there may be other ways, but I am looking for this way specifically as it would be best for the
Zoho Surveys
Dear Zoho Support Team, I hope this message finds you well. I am writing to inquire about the availability and documentation for the Zoho Survey API. Background: I am currently working on a project that requires programmatic access to survey data and
Help Needed: Jira to Zoho Projects Migration — Tickets Imported as Unassigned & Comments Under Admin Name
Hi Zoho Team and Community, We recently completed a migration from Jira to Zoho Projects using the official import method outlined in this Zoho Help Article. Issue Summary: We had already added all users to Zoho Projects before the migration, using the
Zoho Finance Estimate to Deal Attachment
Hi, I'm trying to fetch estimate pdf from zoho books and upload it as deal attachment without success. any tips how to achieve this?
Journeys - how do i branch on contact call result
Hi all. I want to branch based on the Call result field in contacts. Any idea how I can do this? Also what is the best way to have this condition checked at each step? Thanks!
Inserting a video from library in microsite
Hello, We have uploaded videos in our space library. We created a new event and want to use the videos in our main page our microsite. It's possible to selected image from the library, but no videos. Only URL are accepted, but videos in library have no
UUIDs
Has anyone coded a Universal Unique Identifier (UUID) generator in Deluge?
Create Tasks in arbitrary Zoho Project triggered from CRM [Zoho Projects]
Community, hello What I'm trying to do is to create a Zoho Project when a Deal is created in CRM and then to be able to add tasks to this Project also from Zoho CRM with the trigger (Blueprint/ Workflow). I succeeded in creating Project using Zoho Flow,
Invalid Client - Client ID passed does not exist
Hi, Daniel here. i try to generate an authorization code by following this page Authorization Request - Web Apps - OAuth | Zoho Accounts https://accounts.zoho.com/oauth/v2/auth?scope=ZohoCRM.users.ALL&client_id=1000.myclientid&response_type=code&access_type=offline&redirect_uri=https://localhost:7195/account/integrations/zoho/tokencallback
Generate Token v2 api using c# sdk
Hello I am trying to generate a access token using c# sdk but fails every time.is there any sample code so that i can implement that code to insertleads in crm. my use case is i want to insert and update lead in zoho crm. when user signup in my website i insert the detail of that user in crm using API v1. but V2 api is more confusing that API v1 . so please can anyone provide me a sample code of c# sdk to generate token and insert lead in crm. Or is there any way to achieve this without using c#
【Zohocreator】ログについて
ワークフローのDelugeスクリプトのinfo関数が出力するログはどこから見れますか？
Moving forward, can we change our reports to send record ID's by default?
With the new policy of not including record ID's in reports, is there a way to default to including them in my reports as they used to be?
Zoho CRM 差し込み文書テンプレート if文
Zoho CRM の差し込み文書のテンプレートを作成しています。 フッターにページが 2ページになる場合は、「次葉へ」と言う文字を表示したいのですが、ページ数による判断はできないのでしょうか？ 現在はサブフォームの行数で判断しているのですが、複数サブフォームを差し込んでいるので、合計何行で2ページ目になるのか把握が難しく、ページ数で判断できればうれしいなと思い、質問させていただきます。 ※行総数はワークフローでレコード保存時にカスタム関数でサブフォームの行数をカウントして数値を保存しています。
Error in formula
Can someone PLEASE tell me what is wrong with this formula? Formula return type, I have tried string and decimal fn.Year(fn.Now())-fn.Year(${cf_purchase_date}) I keep getting the following error. Incorrect argument type passed for function Year Thanks
Custom Formula
Good day, I am trying to create a formula field in Zoho Desk to calculate an age, but I'm having trouble figuring out how to make the formula. This is a formula I found, but it keeps telling me the wrong field name. Can someone please help me? Field name:
Light Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.
Inquiry Regarding Accessing Multi-Select Field in Pivot Chart
I'm currently working on a project and would appreciate guidance on accessing and utilizing a multi-select field within a pivot chart in Zoho Creator. Could you provide instructions or resources to help me implement this feature efficiently? Your assistance
What should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in
Some website items no longer centered.
At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back in
how to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want score
Zoho Forms CRM Field Mapping
Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think that
How to Improve the Speed of the Website Zoho Commerce
Is there another way to improve the speed of the website in Zoho Commerce that was created?
【Desk ナレッジベース】 記事自体のフッターのカスタマイズについて
お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」（添付ファイル参照）を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。
Importing multiple Zoho backstage events at once
Currently it seems it's only possible to import data from one Zoho backstage event into Zoho Analytics using. This means that if you have 10 events, you have to import them all separately into Zoho backstage. What I would like is to import all events
How can an employee edit their tax withoholdings / w4
I have an employee who has already been onboarded and wants to adjust his tax withholdings / W4. I would prefer that employees have access to make this change themselves without relying on an admin. How can they do this?
Next Page