• Sharing files without download option

    Hi Team     We want to share folders and subfolder which has files(doc, .PPT , excel and PDF) in zoho Docs. When we share the directory to a member in the organization or external to the organization There are able to download. How do we prevent users from download. Regards Krishna V.K

  • Basic Lookup Field Update Function

    Hi! So I have no idea what I'm doing in Deluge but I need to get a custom function to run On Create or Edit that sets the value of a Lookup Field based on the contents of another field. Seems simple enough, but I have looked through dozens of other similar

  • Data Source Request : More Zoho Marketing Automation and Zoho Pagesense

    I'm currently trying to replicate the reports shown in ZMA for stats over time for individual forms. The reports exist only in ZMA, but I want to use in wider company presentations and can't find the relevant data in Analytics : Example I also note that

  • Zoho Mail - support email

    Hi I sent an email to support more than 48 hours ago and still have not heard back! What's up? How long am I supposed to wait for a replay? Thanks

  • Syntax for <criteria> field in zoho.crm.searchRecords() function when the value to check against is a variable?

    I want to search for records in the Tasks module whereby the value of a field (called field1) matches the value stored in a variable in the Deluge script (called variable1). From the sample code in https://www.zoho.com/deluge/help/crm/search-records.html,

  • Page - Gauge - Target Values

    Is there a way to make the Target and Maximum values say a formula or query?  For example, total sales for the month = 109 and I want to make my gauge today's percentage.

  • Multiple Organizations w/Books

    Does Zoho One allow for more than 1 organization in Zoho Books? I see my default company says "Zoho One Enterprise"next to it but another company says "Trial". We have one company, but multiple lines of business that we keep separate for various financial

  • Outgoing Email Being Blocked

    Hi, I have an email ID wherein the outgoing mail are being blocked the user get an email which is as follows: ----------------- Dear User, Mail Outgoing blocked. Reason :Mail rate exceeded limit However, we realize that this might have been unintentional.

  • Sending Email With SMTP python

    Hi, I am trying to send email with stmplib python lib.  Code... server = smtplib.SMTP_SSL('smtp.zoho.com', 465) server.login('username','password') server.sendmail('from_mail','to_mail', 'message') server.quit() Log  send: 'ehlo [127.0.1.1]\r\n' reply:

  • Duplicating Forms doesn't duplicate Forms attachment path to workdrive

    Hi, I have this user, who uses one forms and duplicates it when needed and update the content. For him, it's important to have the submission forms saved in a specific folder inside Workdrive (as this PDF is transmitted later to another team). However,

  • Not receive mail

    I just made my Zoho mail but I cannot receive any mail at all. What happen

  • Possible to reorder Pipelines position?

    I have multiple Pipelines and want to reorder their positions, so that in the Deals module record for the Pipeline field, I have them ordered in a certain way. Is there a way to reorder the position of the Pipelines without deleting existing Pipelines

  • How do you pre-fill Form fields using URL parameters, for embedded forms?

    Is this possible? This is something that can be done on most major Form platforms (JotForm, TypeForm etc). Currently if pre-filled fields are a necessity for your business, you cannot use embedded forms.

  • Update date field from one module to the another

    Hi, I have a module called "Cargo". In this module there is a date field called "Fecha ETA". Api name = Fecha_ETA I have another module called "Deals". In this module there is a date field called "ETA 2". Api name = Fecha_Madrid I need to create a function

  • One user multiple access?

    Hi, I want to know if t is possible to have just one Zoho account for the business and have multiple users access this at the same time?

  • Why are you taking functionality out of notebook?

    We were able to choose a custom sort, in free version. Now it seems that feature is only available if I upgrade. Not a nice trick, shame.

  • Is Zoho Notebook available in any other languge besides english?

    There seems to be no option to change the language of the UI in the web browser version of Notebook, is this the case for all other versions? iOS Android Windows App MacOS

  • Default Lookup Field Value based on Picklist

    How do I change a lookup field value based on another field's value, while creating/editing a record using form? I have a picklist of different types of Loans. For example: PPP, EDIL, Term, etc. When I create a record using the form, if I choose PPP from

  • How to add a discount (percent %) field?

    My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"

  • Page HTML to PDF

    Hello everyone, I have a pdf template, but because zoho has limitations in the builder. I made the template in aPages. The question is, how to export the pages as PDF? Thank you very much.

  • Issues with certain CRM, Desk & webhook blocks in Guided Conversations

    Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

  • Zoho Sign API lacking clarity

    I'm trying to use Zoho Sign to embed a document for signing into a web application, and the documentation is proving to to be lacking something. Some issues... 1) No clarity if the API only works with a document uploaded through the API -- it would be

  • Notebook for watch no longer in Play store.

    I had to reinstall Notebook on my Galaxy Watch 7. Alas: the app is no longer available in the Play store. What now?

  • move notebooks to another notebook?

    Do I have the ability to add one or more existing notebooks to another notebook? For example, I have an existing notebook named Dog, with several articles in it, and I would like to move it to another notebook called animals?

  • Import from OneNote

    Is there a way to import notes from OneNote? 

  • Xcode 16.2

    I am facing multiple bitcode enable issue with Zoho. Which version is compatible with xcode 16.2 or version with out bitcode Flutter 3.27.4 pod 'ZohoDeskPortalCore' pod 'ZohoDeskPortalServices'

  • Set expiration date on document and send reminder

    We have many company documents( for example business registration), work VISA documents. It will be nice if we can set a expiry date and set reminders ( for example 90 days, 60 days, 30 days etc.,) Does Zoho workdrive provide that option?

  • Refresh Page Or View After Workflow-Triggered Rule

    Good Morning, Is this feature that's discussed on this CRM thread available on Recruit? https://help.zoho.com/portal/en/community/topic/refresh-page-or-view-after-workflow-triggered-rule

  • Forward, attach, or flag email to an open ticket.

    Hi, when resolving customer requests through tickets in Zoho Desk, it is very common to receive emails from suppliers or third parties in Zoho Mail accounts or email groups that are not registered in the system. Is there any way to forward these emails

  • 'call for best price' option

    Hi guys, Pricing of items that we sell to end-customers changes often, so I don't want to put up a 'static' price, but would like to have the option to 'call for best price', or what-ever the best wording is.. Has anybody got a suggestion on how to do

  • Modifying product search in invoice field

    Hello, I imported my product list in Books. Since I have many products with the same name, but with different order units, and that Books doesn't permit same names in items, I used ID's number has product name, and put the product name in the description.

  • How do I embed the webinar into a webpage?

    All I can seem to do is embed the signup form. This is cheesy. Surely they must have fixed this by now, right? How do I do it?

  • Input list of records in Lookup

    Salut, I have 2 scripts that input list of records in a lookup. The first on works fine, the second one doesn't and I do not know why. The only differences, is that the first one input in a lookup a list of records from an actual lookup field, and with

  • Zoho One Groups and Departments - how are they used ?

    I've seen that Zoho One has the ability to create Groups and Departments, however they don't seem to do anything ? There is no ability to pick up these same groups in ; Zoho Analytics, Zoho Forms, Zoho Vault for just starters . Why aren't the Zoho One

  • Automate Note Creation for Service Appointments

    Hi Latha, I hope you're doing great. Thank you for your continued support in helping resolve previous issues — it's truly appreciated. I'm currently working on automating another workflow using Deluge in the Service_Appointment module. Specifically, I

  • Date & Time Field | Minimum 24 hour notice.

    I'm trying to use Zoho Forms to build a booking request form. I have the date and time field selected as the field users can select their booking time for. My issue is I need a minimum of 24 hour notice for each appointment. I have it sent to only future

  • I can't understand Quiet Mode

    I want to set my Zoho mail notifications to only show during set times. I only want to see my notification pop-ups from 9am-5pm Monday-Friday. Or, in another words, I don't want to receive pop-up notifications between the hours of 5pm and 9am and for

  • Add subform record on data import

    I have some data pulled from analytics. I also have a "Projects" form with an "Assignments" subform linked to the "Assignments" form (not a blank form). Now when I edit a Project record, I can add new assignments manually and it will add the records in

  • Unable to import canvas template to canvas forms

    I'm unable to import exported canvas template to canvas form, the canvas form not recognizing the template code plus the canvas import prompt title is (Create your own form page) instead of import, find the attached screenshot Please advise

  • Zoho CRM Outlook integration: no option showing up even after installation

    I followed the instructions on this page to install the add-in: https://help.zoho.com/portal/en/kb/crm/integrations/microsoft/ms-outlook-add-in-for-zoho-crm/articles/outlook-add-in-for-zoho-crm#Understanding_the_add-in But I don't see the options in Outlook

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  • Announcements

  • What's new in Zoho Sheet: Simplify data entry and collaboration

    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

  • Welcome to the Zoho ERP Community Forum

    Hello everyone, We are thrilled to launch Zoho ERP (India edition), a software to manage your business operations from end to end. We’ve created this community forum as a space for you to ask questions, comment answers, provide feedback, and share your

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  • Notes badge as a quick action in the list view

    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

  • Easily perform calculations using dates with the new DATEDIF function

    Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

  • Most Discussed Topics

  • Notes badge as a quick action in the list view

    Hello all, We are introducing the Notes badge in the list view of all modules as a quick action you can perform for each record, in addition to the existing Activity badge. With this enhancement, users will have quick visibility into the notes associated

  • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

    Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

  • No funcionan correctamente el calculo de las horas laborales para informe de tickets

    Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

  • Please can the open tasks be shown in each customer account at the top.

    Hi there This has happened before, where the open tasks are no longer visible at the top of the page for each customer in the CRM. They have gone missing previously and were reinstated when I asked so I think it's just after an update that this feature

  • Improved Contact Sync flow in Google Integration with Zoho CRM

    Hello Everyone, Your contact sync in Google integration just got revamped! We have redesigned the sync process to give users more control over what data flows into Google and ensure that this data flows effortlessly between Zoho CRM and Google. With this

  • Sticky Posts

  • What's new in Zoho Sheet: Simplify data entry and collaboration

    Hello, Zoho Sheet community! Last year, our team was focused on research and development so we could deliver updates that enhance your spreadsheet experience. This year, we’re excited to deliver those enhancements—but we'll be rolling them out incrementally

  • Easily perform calculations using dates with the new DATEDIF function

    Hey Zoho Writer users! We've enhanced Zoho Writer's formula capabilities with the new DATEDIF function. This allows you to calculate the difference between dates in days, months, and years. Function syntax: =DATEDIF(start_date, end_date, unit) Inputs:

  • Kaizen #226: Using ZRC in Client Script

    Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this

  • Deprecation of SMS-based multi-factor authentication (MFA) mode

    Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer

  • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

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