Recent Topics
License Issue
Hello Campaigns Team, we have 17 ZOHO One licenses but in campaigns I get the message that we have a free plan. How can we use ZOHO campaigns? As far as I understood campaigns is a part of ZOHO One. THX Niels
ZOHO CRM API Python SDK Convert Quote to Sales Order
I can see footprints that this may be possible through Inventory Conversion. But I am unable to locate any specific details or samples on how to do this. I am using the most current Python SDK. Any support or even sample code would be much appreciated
Zoho Books - uploading company logo squashed
I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png
Missing Custom Fields in ZOHO Reports
Hi, I am currently attempting to generate some reports using the programme. However, I have met some obstacles in the form of missing custom fields from the field selection panel when creating charts etc. Please advise. There are plenty of custom fields which is rather important to creating these reports. Thank you.
Should I Use Zoho Mail Calendar, or Zoho CRM Calendar, or Zoho Calendar?
After a couple of dozens Zoho solopreneur products that I transitioned to after becoming a Zoho One enthusiast 5 years ago, I am finally preparing to conquer the remaining two bastions: Mail and WorkDrive (using Google Workspace at the moment). A NYC
Add comments to a form
Hello, I'm trying to add comments to a form using a subform with one field named comment, but I don't want prior comments to be editable or deleteable by anyone (except the admin). Is there a way to only display prior comments (with a datetime, user and comment field preferably) but still be able to add new ones when editing the main form? I'm not tied to subforms if there is an easier was to do this?
Change tabs order in tasks
Hello, is there a way to change the order of the tabs in the bottom area of single task? Here: Thank you
iOS Widget Not Working
It appears that the iOS widget is not working, displaying a blank white screen instead of a selected note. I’m using app version 6.5.12 and iOS 18.3.1.
Preventing auto-redirect to Parent Record on Save...
Our users often create records from the related list on th left side of the screen. They click the blue "plus" button to create the record. This is handy, but for some modules, or situations, they would like to remain on the record AFTER clicking "Save",
Changing salesorder_number via zoho flow
For some reason updating salesorder_number via zoho flow does not stick. Flow is triggered by new sales order filtered by sales channel update sales order: PO#: CX${trigger.reference_number} Salesorder_number: CX${trigger.reference_number} PO# successfully
I want to update the photo from the mobile app to the product tab product.
I want to update the photo from the mobile app to the product tab product. Because I want to use the CRM product tab for inventory management Contact registration can save photos from the mobile app. Attached screenshot.
Enable Image and Hyperlink Sync in Zoho Desk - Jira Integration
Hi, We are using the Zoho Desk - Jira integration, which allows comments to sync automatically between a Zoho Desk ticket and its linked Jira issue. However, we have noticed a limitation: When adding a hyperlink or image in a Zoho Desk comment, it is
Implement Date-Time-Based Triggers in Zoho Desk
Dear Zoho Desk Support Team, We are writing to request a new feature that would allow for the creation of workflows triggered by specific date-time conditions. Currently, Zoho Desk does not provide native support for date-time-based triggers, limiting
Zoho desk Spam Folder
Dear Zoho Support Team, We are experiencing an issue with Zoho Desk, where all emails sent to our customers are being marked as spam. As a result, they are not receiving notifications for new ticket replies. Please assist us in resolving this issue.
Possible to filter out contacts that hasn't opened emails in Cadence?
We use Cadences in various outreach - is it possible in analytics or reports to filter out the contacts that have not opened their emails?
Fields are missed from lead generation
Based on the following article, there should be options like "Push leads from all leads forms to Zoho CRM" or "Like my ad" or "Comment on my ad" in the Lead generation menu in my Zoho social, but they are not. Other options are available though. htt
How Can Zoho Help Me Track My Driving Distance and Improve My Routes?
I’ve been using Zoho for a while now, and it’s been great for managing my business tasks. However, I’ve been looking for a way to track my driving habits within Zoho. I’m a regular commuter, and managing my time and routes efficiently is really important
Important: Zoho Campaigns updates on features and functions
Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our
Automatically Open an On-hold Ticket at Prescribed/Scheduled/Delayed Time/Date
We have tickets that require followup depending on the situation. Is there a way to change an open ticket status to an on-hold status and assign a date/time that the ticket will set its status back to open? My use case is scheduling. We schedule work,
Zoho CRM Roles to Zoho Desk
I have created my role hierarchy in Zoho CRM, Can i import/sync those roles from CRM to Desk or should i create role hierarchy again in Desk?
Audio transcript not working in Zoho notebook
Greetings all! I'm enjoying the Zoho notebook as I tested out over other notebook applications. I would really love the audio transcripts to work as that would save us a lot of time so that we can utilize the notes from an audio recording. Currently when
Calculating HMAC-SHA256 Hash Value for Webhook
I cannot figure out how to accurately calculate the HMAC-SHA256 hash for a webhook. Here's the documentation I'm attempting to follow. https://www.zoho.com/in/expense/help/automation/webhooks/#validate-webhook I created a VERY simple "Raw JSON" payload
How to make the Reprots field default to be empty when entering a new expense or remove it completely
Currently the Reports field is defaulting to a specific report when entering a new expense. I would like that field to default to empty or remove it completely. That way the user can select the expenses to move to the report later.
Zoho Billing Retrieve API issue
I've been using the api below and suddenly I got error message as html since today. const customer_res = await axios.get( `https://www.zohoapis.com/billing/v1/customers?display_name=${account_name}`, { headers: { Authorization: `Zoho-oauthtoken ${accessToken}`,
Decrypting Secrets Returned by Zoho Vault API
Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",
SPF verification
Hello, I need help with spf domain verification. My provider accept text record but in zoho, it doesn't work. It return error.
zoho notebook freezes alot
i was happy that I have found a replacement for Evernote when i discovered zoho a week ago, but now things are falling apart. The notes freezes alot. I've not been able to do anything with zoho since yesterday. I use android. Any help? Or should migrate
Use Zoho account with phpmailer
Hello everyone. I am using phpmailer to send emails. In Gmail it works for me, but in Zoho I give me mistakes. In Zoho, I have activated 2 step authentication and created an app, as well as Hize in Gmail. Thanks in advance. The code I use for Gmail is
Bought a domain and cant find where to configure the DNS settings to external site
I bought a domain with Zoho and setup mail with it. But I want to forward that domain to another website? When I owned a domain with Google and with GoDaddy this was an easy thing to do. I can't even find anywhere to access my domains settings with
Searching for Zoho CRM newbies or users who ...
I'm looking for people who, like me, want to get started with Zoho CRM and use it better. For mutual motivation. Am I in the right place? Or are there other, more suitable Zoho groups for this?
Wildcard / Regex in Filters
Hi, I'm getting a lot of spam with recurring substrings in words but not recurring words. I need an email filter of the type "*xyz" where * means any characters, so it would trigger on both "abcxyz" but also "lojasdbgfgxyz" How can I do this? What wild
cant receive emails pls help
Hello. I can send emails but cannot receive them from 8 hours ago. Please, I need your help to fix it! My domain is MADE4YOUCOSTORE.COM Regards
How do you select/display the Speaker that will be the chair/moderator of a Session?
I could very well be missing something but I can't see an option for displaying the Speaker that will be chairing/moderating a Session There doesn’t appear to be an option for this in the available Session fields I can can’t find anywhere that would allow
Issue with Pushing Invoices to Fatoora Portal in ZOHO
Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,
INVOICE NOT RECEIVED
I NEED INVOICE FOR PAYMENT FOR ZOHO SUBSCRIPTION URGENTLY
How to block a WhatsApp user for sending spam
Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq
ENBD Business Bank Integration
Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose
Is there a way to immediately deny submissions on Zoho Forms?
Hello, I'm working on a lead interest form for a healthcare provider. We offer telehealth services, but we are not able to operate in all U.S. States. I would like a way to immediately deny submissions on Zoho Forms, so that they don't have to go through
Linking a Zoho Projects Task to a Zoho Desk Task via API
Linking a Zoho Projects Task to a Zoho Desk Task via API Hey everyone, I want to create a task in Zoho Desk from Zoho Projects. We use Zoho Desk Tasks for workload distribution. As an IT service provider, we handle tasks generated from support tickets
reports
i want to see branch wise sales report accordingly how to customize it can you please give me a demo accordingly
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