Custom service report or Zoho forms integration
Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different
Pre-fill Email field on Zoho Forms
Hello there, How do we automatically pre-fill the email address field of a Zoho Form from the data that is in CRM? Thanks, Joel
How to delete a large number of emails
Since no one else seems to be asking this, there must be something in the zoho mail interface that I am failing to see. Not looking for an automatic method. Instead, when I sort email by sender, I want to be able to select all emails from a sender and
want to renew my account
I am not getting email - it seems renewal of account is required. pls check and advise how to renew the account and what would be the charges
Can't connect to Thunderbird
Setting up Thunderbird I get an error message: "Unable to log in at server. Probably wrong configuration, username or password". The password and email address are definitely correct as I used them to log in to webmail. My settings are definitely correct
Can't receive emails, but can send
I setup a mail using the domain @shopik.io. I set this up using the correct CNAME record on Namecheap. When I tried to send a test mail from my Gmail account it was not able to send and I got the following error; The response from the remote server was:
Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime
Hello i'm unable to send any email because i keep getting this error Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime i have literally sent less than 10 emails today i'm not sure why i'm getting this
default to display images in mail
How do I set my mail settings to default to display images, rather than asking me each time I open a message? Thanks, Sup
New Emails not being received in Zoho Email account
I have built a new website for my client, who has an email address like his_address@zohomail.eu (example). When his customers use the Contact Form on his website, the notification emails are sent to an address as his domain name, and the Webhost automatically
get statement as file pdf to send in whatsapp template
hello i have the following url which sends an email with the statement attached sendStatement = invokeurl [ url: "https://www.zohoapis" + dc + "/books/v3/contacts/" + customerID + "/statements/email?start_date=" + start_date + "&end_date=" + end_date
No recibo correos
Buena tarde. No estoy recibiendo correo en Zoho mail, pero si puedo enviar. Como puedo solucinarlo?
Receive the incoming emails of my users
Guys, I need some help. As an admin, can I receive all the incoming emails from my users?
I couldn't create new email "connect@cafeconnet.lk"
Dear Manager, I want to create new email "connect@cafeconnect.lk" but I can't do that. Please help me for that.
Zoho Projects > Workdrive Integration - Where can you find your files in Workdrive?
Following the instructions here: https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/zoho-workdrive-integration#Benefits Put a file in the Documents section of a Project. Then Trying to navigate to the Team Folder in WorkDrive and
How to set custom Sales Order numbers
I am trying to create Sales Orders with data from Jotform submissions. Auto number generation is disabled within Books. Whereas the flow Input recognizes the number (40732 in this example), the Output does not. How can I fix this? I'd like the number
Mix and Match Email Plan
Dear Zoho Sales Team, I hope you’re doing well. I am currently subscribed to Zoho Mail Premium with one account. However, I would like to modify my plan by adding two Mail Lite (10GB) accounts alongside my existing subscription. Could you please confirm
Learning how to customize templates via code and best practices
Hi! Our developers team want to learn how to edit our template files safely. The last time we messed with these files our site went down for a day and we had to reconfigure it from scratch. What are the best practices to do this? How can we get a template
Properly split form fields across report rows?
Hi all, I’m trying to split file uploads from a form into separate report rows with a shared Title. Example: Form input: Title + File A + File B Desired result: Row 1: Title + File A Row 2: Title + File B Current Logic: In On Created or Edited and On
Short Custom Order
Hi Everyone, I have question, i create some report use custom short order like below. But this is just show in development mode.... when i publish to production, it is not showing. And this is just showing in full admin mode. Can setting to show roles
is there a way to pass whatsapp message to Zoho CRM lead record?
so I am trying to implement WhatsApp Native Integration to Zoho CRM. What I really need is to pass Whatsapp Number and whatsapp first message to Zoho CRM lead record. yes I can see the Whatsapp Message inside lead detail record like this but as you can
How to use CDN with Zoho wesbites.
I want to use CDN with my zoho- hosted website. I currently have a dot in website. I would seriously like to utilize CDN such as MAX CDN and cloudflare. Its that am not able to change dns with dot in website. Which is a great catch. Today site speed matters a lot both for business or personal sites. I have lot of visitors from different parts of the world and they suggest to make the website more faster. I would be great if I'm able to use dns or may be cdn.
Zoho CRM 表示が変わった？
いつからかわからないのですが、本日（6/3）、表示が変わったことに気がつきました。 皆さんの環境でも変わっているのでしょうか？ 当方は Zoho CRM Plus で Zoho CRM Everyone 環境です。 ■タブと項目 タブのレイアウト表示名が「標準」から「スタンダード」になっている。 表示だけなので Deluge とか影響はないとは思います。 ■レコード一覧の項目選択の表示 選択すると青色線で囲いが表示されるようになった。 選択しやすくなって使いやすいです。
How do we add Google Analytics code to Zoho Bookings scheduling pages or the thank you page?
We need to track user activity on individual Bookings' pages and/or the thank you pages? How do we do this?
Lead Created Time Field
I don't remember doing it but I must have removed the "Created Time" field from my lead module at some point. Usually it doesn't let you permanently delete fields like this but it is not in my unused fields so it must have been permanently deleted somehow.
Notebook Password Recovery?
I'm a very happy new user of Notebook, but ... my password has fallen from my memory and I am finding no avenue to reset it. How can I reset it to recover access to my notes? Thanks so much, HOC
Data preservation when a Recruiter Admin leaves the organisation and account is deleted
I can’t find in the documentation on this topic, so asking here. When the Recruiter Admin employee who has done all the hiring work, e.g. publish job postings, updating email notification templates, changing candidate statuses, writing notes, communicating
Cookies
Hey Guys, being a EU based company, we're forced to show the cookie banner, providing easy to read information about the cookies we use and giving the choice to select which cookies the accept. I know in Zoho Marketing Hub, SalesIQ and Sites there are
My bank is not in Books
Hello, I tried to configure bank feeds for my bank, but it doesn't appear in the list of supported banks. Does that mean that i cannot configure feeds at all ? Is there any way to add my bank in the list ? Also, as far as I saw, the list has no Belgian bank : Belfius, BNP Paribas Fortis, KBC,... Thanks for you answer Xavier Liégeois Though Happy Zoho user
Updating a contact record's multiple select field
Hi folks, I have a multiple select field (called Mailing Lists) in Zoho CRM which I wish to set to the text "Weekly Email" I have created a step in Zoho Flow using a Create or Update Contact. In the Mailing Lists field, I put the text "Weekly Email" (including the quotes) but the flow returns an error requesting a jsondatatype. I have tried {'Weekly Email'} but I still get the same error. Also tried Weekly Email (without the quotes) How do I format an update of a multiple select field with Zoho
Can I convert Multiline fields from Plain text to Rich Text?
I have added several custom multiline fields (Plain text) in the Zoho CRM module "Accounts" before the Rich Text (RTF) feature was released in 2024. Now I am looking for a way to convert them to Rich Text format. Is there a way to do this? The problem
Need Help with Zoho CRM Integration
Hello everyone! 👋 I'm currently in the process of integrating Zoho CRM with an Android gaming website focused on Fire Kirin Game. While everything is progressing smoothly, I'd love to get some expert input to make the integration as efficient and seamless
Validating an order by a superior
Hi, I have a very specific use case for Backstage. Let me know if this is possible or how I could get around this (or if there are no workaround). One of my client uses Backstage to manage internal (on site) events. Participants from different departments
Emails Migration to Zoho
Hi, I am in the middle of a migration from Salesforce to Zoho one. I am stuck on migratiing emails from Salesforce into Zoho. Does anyone have any suggestions?
zoho commerce
"I need to know where to find the wishlist function in Zoho Commerce."
Request to Recover Deleted Task List – Project ID: RIV-MOD-10722
Hi Zoho Team, I hope this message finds you well. My Zoho task list associated with Project ID: RIV-MOD-10722 appears to have been deleted. When I clicked on the task link from the email notification, I received the following message: "Task has been deleted
Popup Input Fields on Kanban View
Hi, I have modified the default deals module in zoho crm and using it with kanban view , I've configured my blueprint to ask for necessary input fields on stage updates but it only works on the deal details page. What I want to achieve is to show these
Why is it so difficult to login to zoho store dashboard
I have logged in using zoho id and unable to access dashboard from past 30 mins - why is it so difficult to go dashboard of my own store?
Using Bookings as a training management system
I'm looking for a system for my company. We need to be able to give clients a way of booking courses with us from a pre-defined schedule. We'll need for them to be able to book, cancel or amend bookings without manual intervention from our side. The system
Multi Vendor store
Are there any options for setting up an online mall or marketplace that supports multiple vendors, like Etsy and Amazon, where a buyer can search across multiple stores within a mall to find products? Each store owner can administer their own products
Related List Client Script
Noticed that now we support Related List Client Script. But I cannot find any guidance regarding this. May I know how to capture the chosen value?
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