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Zoho People > Managed People > User Access Control
Hello All I need your recommendation on how should i go about setting the User Access Control in my Zoho People
Zoho People Candidate Unable to see Non Admin Data
Hello All I have assign this user as specific user as Group CEO and have access all legal entity, business unit division When i login to the user and look into onboarding i do not see any data in the candidate view This is the admin view that i have 2
Zoho Leave Policy > Portugal maternity Leave 120 days or 150 days
Hello All In this Portugal maternity Leave policy, the government allow employee to apply 120 days they will have 100% paid salary if they apply 150 days they take 80% of the paid salary minimum 1 days and maximum 120 days or 150 days Should i setup this
Zoho People Leave Balance Show as Negative
Hi All I have the Portugal material Leave that policy allows up to 120 days or 150days for employee to apply within 365 days and employees is able to take minimum of 1 days or up to 120 days In my Leave Grant I have set as the setting.
Zoho People > Performance > Appraisal > Mismatch between the template-configured module and the currently enabled module.
Hello There When we enable the performance module there a prompt Mismatch between the template-configured module and the currently enabled module. How do we resolve this
Introducing WhatsApp integration in Bigin
Greetings! In today's business landscape, messaging apps play a significant role in customer operations. Customers can engage with businesses, seek support, ask questions, receive personalized recommendations, read reviews, and even make purchases—all
Missde API documentation for Sales Receipt
Hi! I noticed that the Sales Receipt endpoint is not currently listed in your API documentation (https://www.zoho.com/books/api/v3/introduction/). Could you please provide any available temporary documentation for this endpoint, along with a detailed
Zoho People Leave Application Module Error: Leave balance has exceeded as on 09-07-2025.
Dear All I need to check how do i resolve the issue of Error: Leave balance has exceeded as on 09-07-2025. All my leave have this issue
Experience effortless record management in CRM For Everyone with the all-new Grid View!
Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
Power of Automation:: Daily Time log summary broadcast to Zoho Cliq using Schedule Custom Functions
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:
:between: conditions in search?criteria
Hello, please help solve problem I try to select deals by Creater_Time between dates i send this GET request /crm/v4/deals/search?criteria=(Created_Time:between:(2024-02-01T18:52:56,24-02-17T18:52:56)) encoded to /crm/v4/deals/search?criteria=%28Created_Time%3Abetween%3A%282024-02-01T18%3A52%3A56%2C24-02-17T18%3A52%3A56%29%29
Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. Thanks
When Calls Ends, Creating Note with the call description by deluge code
Hi, i need help with writing deluge code function, to scenario is like this - i want to create a workflow thats after 10 that the call ends the deluge function will create a new note in module calls that link the note in module calls to the his lead ticket
Related activity records for custom modules
For default modules in CRM, whenever I create a task for a contact, the task also appears in the record for the parent account. How do I replicate this with custom modules? My specific situation is that I have a custom module as a child module to Accounts.
Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.
Default Memo from Custom Field (from Bill) when Paying with Check
Hi, we are using "Pay via Check" option to pay for our Bills in Zoho Books. I would like the memo on the check to pull directly from one of the custom field values within the Bill. Is there any way I can do this? The memo that I need is already on the
Multi file upload
Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
Zoho People > Candidate Form > error Editable Primary Lookup is needed to set add permission
Hello All I have try to turn on the add feature in the candidate form It show the error Editable Primary Lookup is needed to set add permission What is missing from my side?
Wouldn't it be great to have an option to schedule sending emails in Zoho mail? Schedule send feature request
The subject says it all - but just to clarify: This is to request a new feature that would allow users to schedule the delivery of an email for a given date & time. In small companies it is quite common to work unsocial hours on customer emails. But some
Static vs Standard Subforms - New Feature; But how does it work?
I've just noticed that we now have the option of static or standard subforms, but I can't find any posts on the new feature. So, how does the new subform type work?
【Zoho CRM】翻訳機能のアップデート
ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、翻訳機能のアップデートをご紹介します。 翻訳機能が拡張され、Webタブ、レイアウト、セクション、ウィザード、ウィザード画面、セグメントも翻訳できるようになりました。 翻訳をエクスポートする際に、これらの要素に対応する用語もエクスポート先の言語で追加されます。 ※過去の関連記事はこちらから まず、翻訳の設定画面から「エクスポート」を選択してください。すると、TXT形式のファイルがローカル環境に出力されます。
Trying to make zoho invoice have a button
Hello I am getting this error with the code below. Anyone know how to fix? Check and update the code in line 5 as there is a Exception : Variable 'invoice_id' is not defined // Define Organization ID (Replace with your actual Zoho Invoice organization
Show all items making up the composite item in transactions
Dear Zoho, Currently, when we select a composite item in Zoho Inventory for a transaction, we do not receive a breakdown of the individual items that make up the composite. This makes it challenging for our team to accurately pick, pack, and ship the
Citations Problem
I'm having an odd problem with the "Add Citations" feature of Zoho Writer. When I add a citation using the "Fetch website details online" feature it works the first time I use it but if I try it a second time by clicking that link nothing at all happens
Duplicate Contacts - how to get merge or delete
I have noticed that our list of contacts in Zoho Desk duplicates contacts periodically. I have yet to identify when or why. How do I merge or delete them? I see there is a "Deduplicate" but I am unable to find anything that explains this feature.
Secure your external sharing process with OTP Authentication
For any business, it's crucial to share files externally in a way that is both secure and controlled. Let's say you want to share confidential data with your partners and vendors. You must ensure that only your intended recipients can access the shared
Unattended Access on Android without Play Store
I'm testing Zoho Assist for remote config and maintenance of our IoT devices. The devices are running Android 8.1 and do NOT have Google Play Store installed, nor can it be installed. I've been able to install Zoho Assist on the devices and load the enrollment
Schedule Timeout 5 minutes vs. stated 15 minutes
I am running into a function run timeout error after 5 minutes for my schedules. The Functions - Limits documents states it should be 15 minutes: Functions - Limits | Online Help - Zoho CRM. What should it actually be? Due to the 5 minute timeout, I'm
Animated GIF Images in Chat
I know this seems to be a small feature request but in a recent Cliq update Zoho disabled autoplay for animated GIFs posted in Cliq conversations. We think this was not a good change. In our organization, animated GIFs in a chat play a role in expressing
Pickup and delivery
Some of our products are pickup only and some delivery. Is there a way of doing this in commerce. Plus we give volume discount to all customers. We handle this in Books using pricelist and range pricing. Is there a way of doing this within commerce.
Unable to change the "credentials of login user" option when creating a connection
I want to create a new Desk connection where the parameter to use 'credentials of login user' is set to YES. I'm able to create a new connection but am never given the option to change this parameter. Is this a restriction of my user profile, and if so,
Set a lead as non-marketing if they opt out of email marketing
I'm gathering Lead data via an enquiry form and wish to give them the option to opt out of marketing emails (which we send from Marketing Automation) whilst retaining the ability to send them non-marketing emails - so the email opt-out field doesn't work.
How to create knowledge base article from api?
How to create knowledge base article from api?
Disabling Smart Writing Assistant
Hello, I've found this article when looking to disable the Zoho Smart Writing Assistant in our Zoho Desk environment. I appreciate that the article is for another Zoho solution, however, I was still unable to disable this feature! Could we please have
How can you train the Zia Bot for Desk
I added the Zia bot to my portal, but it's rarely able to answer questions, even when I have dedicated articles for the question. How can I best train it? Should I change the title of my articles, add more information inthe body copy?
Side bar menu
It would be great if you could stop the auto collapse of expanded menus when selecting a different module. It would save a lot of mouse clicks for a lot of users that frequently switch between sales & purchases as we do, it's easier to collapse them manually when not required !
Ability to Initiate WhatsApp Template Messages in Zoho SalesIQ Without Preexisting Chat
Hi Zoho SalesIQ Team, I hope you're doing well. I understand that with the WhatsApp integration in SalesIQ, clients can contact us via WhatsApp, and we can use WhatsApp templates to send messages outside of the 24-hour window by reopening an existing
Direct Download Link
I saw how to share off a document to the public, which is great, but I was also wondering if there is a way to get a direct download link for a zoho doc. I would like to be able to simply send people my documents without them having to find download on the zoho page (not hard, but just for convenience)
Bigin merge field in email template for subject line to match lead name
Hello We Are using email in to automatically create leads in our pipelines. When we want to reply from conversations, and apply an email template, it’s not matching the original subject line. It should be lead name to match. But it’s not working. Even
Booking outside of scheduled availability
Is there a way for staff (such as the secretary) to book appointments outside of the scheduled availability? Right now to do this special hours must be set each time. There should be a quicker way. Am I missing something?
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