All Zoho Survey tables explained

All Zoho Survey tables explained



Hey everyone! Sometimes, deciphering the structure and meaning of data in Zoho Analytics, especially when Zoho’s native syncs and integrations are activated, can be quite challenging. That’s why I’ve put together an overview, not only to aid myself but also to assist others in navigating through these complexities.

I hope that this article is helpful and would be pleased to receive additions and corrections (if there are still errors despite my checking).

If you want to see prettier tables, have a look here :D

The table plays an important role in the administration of surveys, especially when using the multi-collector feature. This feature makes it possible to distribute a survey to different groups and then filter the results by group.

A collector is basically a way to distribute a single survey in different ways. Normally a survey is shared via a single link, but with this feature separate links can be created for different groups. This makes it easier to filter and analyze responses by group. In addition, numerous settings such as restrictions, quotas, visibility and hash URLs can be set separately for each collector.

A practical example illustrates this: Suppose you are organizing a workshop for many different customers from different companies and want to get feedback from the participants. Instead of creating separate surveys per company, you can create a single survey and send it to each participant using multi-collectors. This way, all incoming responses are already automatically segmented by company without participants having to provide information manually.

The Collectors table therefore makes it easier for you to organize survey activities.

Column name Data type Explanation Table relationships Values
ID Number Primary key Respondents.Collector ID
Name Text Name of the collector

Unique URL Text The public URL where the survey can be accessed

Survey ID Text Reference to the survey to which this collector belongs Surveys.ID
Status Text Indicates whether the collector is still accepting submissions or is already closed.
open, closed
Type Text Specifies whether the collector is public or private. If a survey is set as private, it can only be opened by logged-in Zoho users.
public, private
Offline URL Text Zoho Survey offers the option of completing surveys offline. This means that responses can be received even without an Internet connection and can be viewed and uploaded after authentication. Further information can be found here: https://help.zoho.com/portal/en/kb/survey/launch/offline-survey/articles/offline-surveys

Attention: Even if this function is deactivated, a URL is displayed here. If this is opened, a corresponding message appears stating that it cannot be accessed.


Offline Enabled Boolean (DecisionBox) Indicates whether the offline feature is activated or not.
  • Yes
  • No
Published Date Date + Time Time at which the Collector was published.

Cut Off Date Date Time at which the collector should be closed (this is the deadline specified in the settings).If a collector was closed manually, the date is not entered here (unfortunately this cannot be found anywhere else).

Multiple Response Text This column is always empty, even the support team couldn’t help me here. It looks as if information on restrictions is stored here (Editor 🡆 Publish 🡆 Restrictions 🡆 Response Restriction).

This table stores basic information about a survey.

Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Survey IDQuestions.Survey IDVariables.Survey IDResponse Variables.Survey IDCollectors.Survey IDPages.Survey ID
Language Text Identification of the standard language selected for the survey
Set 1 of the ISO 639 language codes
Created Date Date + Time Date on which the survey was created (the publication date can be found in the Collectors table!)

Modified Date Date + Time Time of the last editing of the survey

Page Count Positive number Indicates the total number of pages in the survey.

Title Text A different title can be configured in the settings if the name of the survey (table column ‘Name’) is not to be used.

Submit Button Text The text stored in the settings for the button to send the survey

Back Button Text The text stored in the settings for the button to go back to the previous page has been changed.

Enable Back Text Indicates whether the respondent can return to the previous page or whether the button is not displayed.
true, false (Attention! Zoho uses the text true and false here and not the data type Desicion Box, this inconsistency is confusing and must be taken into account).
Next Button Text The text that was defined in the settings for the button to go to the next page

Group ID Number Reference to the department in which the survey was created Departments.ID
Name Text Survey name

Type Text As a rule, the value “survey” is available here. However, if scores have been configured under Editor 🡆 Advanced settings, the value scoring is available instead.
survey, scoring
Hint
If a survey is missing, please check the data source settings. Go to the Zoho Survey data source and select ‘Edit setup’. There you can select the desired or missing table. If the option Automatically import new surveys is selected, there should normally be no missing data!

The table contains all the information about the pages in the survey. Normally, this table should not play a major role in evaluations, unless you want to use the page title for segmentation.

Column name Data type Explanation Table relationships
ID Number Primary key Responses.Page ID
Questions.Page ID
Title Text Title of the page
Description Text Description text
Question Count Positive number Indicates the total number of questions on the corresponding page
Survey ID Number Reference to the survey in which this page exists Surveys.ID

All data relating to the individual questions is stored here.

Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Question ID
Type Text Indicates the type of question

Text Text Question text

Page ID Number Reference to the page on which the question is located Pages.ID
Trashed Boolean (DecisionBox) Indicates whether the question is visible or whether it has been deleted
  • Yes
  • No
  • NULL
Mandatory Enabled Boolean (DecisionBox) Indicates whether the question is defined as a mandatory fieldThis column can contain the value NULL! Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Random Enabled Boolean (DecisionBox) Indicates whether a random order of answer options is activated for the questionThis column can contain the value NULL! Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Hint Enabled Boolean (DecisionBox) Indicates whether a hint text is stored for the questionThis column can contain the value NULL! Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Other Option Boolean (DecisionBox) An optional “Other” field can be activated for certain questions. This column indicates whether this setting is active. Please note that the “Other” field cannot be used for all question types. Therefore, this column may contain the value NULL. Further information on the supported question types can be found below.
  • Yes
  • No
  • NULL
Hint Text If configured, the information text is stored here

No. Of Stars Positive number Maximum number of stars to be awardedThis column can contain the value NULL! Further information on the supported question types can be found below.

Zoho Survey offers a variety of question types, and depending on which type you select, certain options may not be available, resulting in the corresponding Boolean (DecisionBox) fields having the value NULL. In the table below you will find an overview of all available question types.

Type Field name (on the UI) Note Mandatory Enabled Random Enabled Hint Enabled Other Option No. Of Stars
full_name Full name
NULL NULL Yes/No NULL NULL
demographic Contact details
NULL NULL Yes/No NULL NULL
heading_descriptive Heading and description This is not a question! This element is only used to display text NULL NULL NULL NULL NULL
single_drop_down Dropdown field (one answer)
Yes/No Yes/No Yes/No Yes/No NULL
multi_select_dropdown Dropdown field (many answers)
Yes/No Yes/No Yes/No Yes/No NULL
likert_rating Rating Scale The following setting is selected: Likert scale (can be selected when initially added) Yes/No NULL Yes/No NULL NULL
image_star_rating Image Selection The following setting is selected: Star rating Yes/No NULL Yes/No NULL Positive number
image_single_choice Image Selection The following setting is selected: Multiple selection (one answer) Yes/No Yes/No Yes/No NULL NULL
image_multiple_choice Image Selection The following setting is selected: Multiple selection (multiple answers) Yes/No Yes/No Yes/No NULL NULL
boolean_choice Boolean
Yes/No NULL Yes/No NULL NULL
combined_file_upload File Upload
Yes/No NULL Yes/No NULL NULL
calendar_box Date/Time
Yes/No NULL Yes/No NULL NULL
email_textbox Email
Yes/No NULL Yes/No NULL NULL
single_textbox Short Answer
Yes/No NULL Yes/No NULL NULL
textarea Long Answer
Yes/No NULL Yes/No NULL NULL
continuous_sum Continuous Sum
Yes/No NULL Yes/No NULL NULL
matrix_text_box Matrix Textbox
Yes/No NULL Yes/No NULL NULL
matrix_radio_box Matrix Choice (One Answer)
Yes/No NULL Yes/No Yes/No NULL
matrix_check_box Matrix Choice (Many Answers)
Yes/No NULL Yes/No Yes/No NULL
matrix_likert_rating Matrix Rating Scale The following setting is selected: Likert scale (can be selected when initially added) Yes/No NULL Yes/No NULL NULL
matrix_grid Matrix Grid
Yes/No NULL Yes/No NULL NULL
matrix_drop_down Matrix Dropdown
Yes/No NULL Yes/No Yes/No NULL
matrix_star_rating Matrix Star Rating
Yes/No NULL Yes/No NULL Positive number
multiple_textbox Multiple Textboxes
Yes/No NULL Yes/No NULL NULL
single_choice Multiple Choice (One Answer)
Yes/No Yes/No Yes/No Yes/No NULL
multiple_choice Multiple Choice (Many Answers)
Yes/No Yes/No Yes/No Yes/No NULL
nps NPS
Yes/No NULL Yes/No NULL NULL
ranking Ranking
Yes/No NULL Yes/No NULL NULL
slider Slider Scale
Yes/No NULL Yes/No NULL NULL
signature Signature
Yes/No NULL Yes/No NULL NULL
star_rating Star Rating
Yes/No NULL Yes/No NULL Positive number
numeric_textbox Number
Yes/No NULL Yes/No NULL NULL
matrix_weightage Matrix Rating Scale The following setting is selected: Weighted selection (can be selected during initial addition) Yes/No NULL Yes/No NULL NULL
choice_weightage Rating Scale The following setting is selected: Weighted selection (can be selected during initial addition) Yes/No NULL Yes/No NULL NULL

This table stores data on the specific completion of the survey, including information on who completed it and when, and to which collector it belongs.

Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Respondent IDResponse Variables.Respondent ID
Start Date Date + Time Time at which the respondent opened the survey

End Date Date + Time Time at which the respondent submitted/completed the survey. If the survey has not yet been completed, this value is of course empty

IP Address Text IP address of the respondent; whether this data is saved or not depends on the setting in the collector (under general restrictions)

Status Text Indicates whether or not the survey has already been completed or submitted by the user
completed, partial
Collector ID Number Reference to the collector through which the survey data was collected Collectors.ID
Survey ID Number Reference to the survey Surveys.ID
Time Taken in Minutes Decimal number Time difference between start and end time in minutes

Time Taken Number Time difference between start and end time in seconds

Survey Modified Time Date + Time Time at which the survey was last edited

Hint
This table also contains data records of survey responses that are not yet complete (type = partial). Please take this into account when evaluating the data, as these should generally be excluded…

URL parameters can be configured in the editor under Advanced settings. If data has been transferred in a survey link and a response has been submitted, this data is saved here.

In addition, URL parameters can also be used as response restrictions, whereby these can be set per collector. This means that only one submission is permitted per unique URL parameter value.

These parameters are not visible in the editor under Advanced settings, but are also saved in this table.

Column name Data type Explanation Table relationships Values
Respondent ID Number Reference to the data set of the respondent Respondents.ID
Variable ID Number Reference to the variable Variables.ID
Variable Label Text Description

Variable Value Text Value of the variable

Skipped By Logic Boolean (DecisionBox) ?
  • Yes
  • No
  • NULL
Survey ID Number Reference to the survey Surveys.ID

This table contains the basic data of the variables (URL parameters).

Column name Data type Explanation Table relationships Values
ID Number Primary key Response Variables.Variable ID
Name Text Name of the parameter, i.e. the exact string used in the URL

Label Text Description of the parameter

Type Text Data type
  • numeric
  • text
  • email
  • choice
  • date
  • essay (only for parameters used for response restriction!)
Unique Order Text Order in which the parameters were added (in the advanced settings)
Capital letters (A, B, C, etc.)
Trashed Boolean (DecisionBox) Indicator whether the parameter has been deleted
  • Yes
  • No
  • NULL
Respondent / Custom Text If the parameter is used for the response restriction, the value is Respondent, otherwise it is Custom.
  • Custom
  • Respondent
Survey ID Number Reference to the survey Surveys.ID

This table is of particular interest as it contains the answers to the questions that were submitted.

Column name Data type Explanation Table relationships Values
Respondent ID Number Reference to the respondent’s data record Respondents.ID
Question ID Number Reference to the question Questions.ID
Option ID Number Reference to the option: “Option” refers to the selected value in a drop-down field or the selected answer in a multiple choice question. Image selection questions also refer to an option. However, it should be noted that this does not currently contain any information about the image, so it is unfortunately useless. For further details, please see the section on the corresponding table! Options.ID
Text Text Answer to the question. This field is empty if it is a dropdown field or a multiple choice question (then the answer is the selected option)

Row ID Number Reference to the row Rows.ID
Column ID Number Reference to the column Columns.ID
Row Text The name of the row (this is simply a lookup, unfortunately the value at the time of the evaluation is not saved) Rows.Text
Column Text The name of the column (this is simply a lookup, unfortunately the value at the time of the evaluation is not saved) Columns.Text
Option Text The name of the option (this is simply a lookup, unfortunately the value at the time of evaluation is not saved)

Survey ID Number Reference to the survey Surveys.ID
Field ID Number Reference to the field if it is a text field or a number field. Further information can be found in the section on the corresponding table! Fields.ID
Not Applicable Enabled Boolean (DecisionBox) For certain questions, you can add the option “Not applicable”. If this option was selected by the respondent, this flag is set. The option can be activated for the following question types: ranking, image_star_rating, matrix_star_rating, matrix_likert_rating
Yes, No
Others Text For certain questions, it is possible to activate the “Other” option. You can find more information on this in the section on question types! If this option is activated and the respondent has used it, the answer is not recorded in the “Text” field, but in this field.

Page ID Number Reference to the page on which the answered question is located. Pages.ID
Field Text The name of the field (this is simply a lookup, unfortunately the value at the time of the evaluation is not saved) Fields.Text

The row information for multi-line questions, such as those that occur in a matrix, is recorded in this table. The data in this table relates to the following question types (Questions.Type):

  • matrix_likert_rating
  • matrix_grid
  • matrix_check_box
  • matrix_star_rating
  • matrix_radio_box
  • matrix_text_box
  • matrix_weightage
  • ranking
  • matrix_drop_down
  • image_star_rating
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Row ID
Question ID Number Reference to the question Questions.ID
Text Text Name of the row

Survey ID Number Reference to the survey Surveys.ID
Unique Order Text Specifies the sequence

The column information for questions with multiple columns that only occur in a matrix is recorded in this table. The entries in this table refer to the following question types (Questions.Type):

  • matrix_grid
  • matrix_text_box
  • matrix_radio_box
  • matrix_drop_down
  • matrix_check_box
  • matrix_weightage
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Column ID
Text Text Name of the column

Question ID Number Reference to the question Questions.ID
Survey ID Number Reference to the survey Surveys.ID

This table contains information on group input fields that are used to enable multiple entries per question. This also includes the file upload field and the Boolean (DecisionBox) field, as multiple fields can also be configured here as an option.

In the table, the fields of the following question types (Questions.Type) are listed:

  • continuous_sum
  • demographic
  • Boolean (DecisionBox)_choice
  • multiple_textbox
  • full_name
  • combined_file_upload
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Field ID
Text Text Name - Attention! If there is only a single switch, “Boolean (DecisionBox)” is displayed here. Otherwise, the corresponding values for the labels will of course appear.

Type Text Indicates the type of input field.
single_textbox, numeric_textbox, email_textbox, file_upload, single_choice
Unique Order Text Specifies the order.

Sequence No Number Specifies the order.

Question ID Number Reference to the question Questions.ID
Survey ID Number Reference to the survey Surveys.ID
Mandatory Enabled Boolean (DecisionBox) Indicates whether the field is defined as a mandatory field or not.
Yes, No

The selectable values that are available in drop-down fields or for multiple-choice questions are saved here. There is also an option for image selection questions. However, it should be noted that this option currently contains no information on the image and is therefore unfortunately useless. In addition, this table is also important for weighted rating scales, as the weightings are saved here. A look at this table is therefore essential for evaluations with this type of scale.

Options are saved for the following question types (Questions.Type):

  • matrix_drop_down
  • single_choice
  • single_drop_down
  • image_single_choice
  • multi_select_dropdown
  • multi_select_dropdown
  • multiple_choice
  • matrix_weightage
  • choice_weightage
Column name Data type Explanation Table relationships Values
ID Number Primary key Responses.Option ID
Text Text Name of the option/answer

Question ID Number Reference to the question Questions.ID
Survey ID Number Reference to the survey Surveys.ID
Column ID Number Reference to the column Columns.ID
Weightage Number For questions of the rating scale type and the Weighted selection option set, the respective weighting is displayed here.


    • Topic Participants

    • Sven

    • Sticky Posts

    • What's New in Zoho Analytics - November 2025

      We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's
    • What's New in Zoho Analytics - October 2025

      Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
    • What’s New in Zoho Analytics – September 2025

      Hello Users!! In this month’s update, we’re raising the bar across multiple touchpoints, from how you bring in data, plan and track projects to how you design and brand your dashboards. We’ve added the all-new Gantt chart for project visualization, expanded
    • Announcing Agentic AI - Ask Zia!

      We are delighted to roll out the new agentic AI capabilities in Ask Zia, where every stage of the BI workflow is assisted by AI. With a human-in-the-loop approach, Ask Zia ensures that you’re in command of the decision, while AI handles the complexity.
    • Invitation-Based User Access in Zoho Analytics

      Hello everyone, We’re rolling out an important update on how users are added to your Zoho Analytics Organization and Workspaces. Previously, when admins added users, they were automatically added to the organization. Moving forward, to improve security
    • Recent Topics

    • zoho mail non vérifié

      Bonjour, Il y'a un jour que j'ai acheté un domaine et toute les tentatives pour l'associé a mon compte shopify son vaine. j'ai essayé TXT sans suite après, j'ai essayer avec CNAME sans suite. j'aurais besoin de votre assistance pour associé mon mail.
    • Unable to send message;Reason:553 Relaying disallowed. Invalid Domain

      i have facing the issue "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" if i verify domain evertthing i did but still face the same error.
    • ZohoMail is so close to being Perfect BUT

      Why don’t you have HILIGHTING???!! I've been trying to find a substitute for Edison Mail but I want & need hilighting (preferably in more than just yellow)! Is this even on your To Do list? I’m so disappointed. 🙄
    • Override Auto Number field?

      We are preparing to migrate from Salesforce. In Salesforce, we auto-generate a unique number on our Opportunities (Potentials). If the Opportunity results in a contract, we use that unique number as the Contract number. There are some situations where
    • Using a third party service provider want to move directly with Zoho

      Hi good day I’m currently using Zoho but I’m using a third party service provider I want to move directly with you guys I’m using Zoho email and invoices and my domain please let me know if it’s possible to move away from the third party provider my email
    • Request for Assistance Regarding Email Sending Issue (554 5.1.8 - Email Outgoing Blocked)

      Dear Zoho Support Team, I hope this message finds you well. I am writing to request assistance with an issue we are currently facing regarding our Zoho Mail account. Our email account, admin@tuyensinhcanuoc.com, is encountering the following error when
    • Zoho Mail API returns empty inbox (0 messages) but webmail shows 37 unread emails

      Hello, I'm experiencing a discrepancy between Zoho Webmail and the Mail API (EU region). **Setup:** - Account: EU datacenter (mail.zoho.eu) - API: Self Client OAuth2 via api-console.zoho.eu - Scopes: ZohoMail.messages.READ, ZohoMail.messages.UPDATE, ZohoMail.folders.READ,
    • Zoho Mail not working

      Zoho Mail not working
    • ShipStation and Zoho Inventory

      Hello, I am looking to sync zoho inventory with shipstation ZOHO INVENTORY           SHIP STATION Sales Order  ==>  create ORDERS INVOICE  <==    Shipments What exactly does BETA mean on the Shipstation connector?  This is required for me to sign-on in the next month. Thanks in advance for your efforts
    • 550 5.4.6 Unusual sending activity detected. Please try after sometime

      Hi, I am receiving this error message when trying to send my emails. The only reason I can think why this is happening is my previous two emails were bounced back to me due to a non working mailbox error. I have followed the online links for unblocking but it says there are no blocks on my account. How and when can I get my email working again to send emails? Thanks,
    • How do I remove a data source from Zoho Analytics?

      I am unable to find a delte option on a datasource that i put in the system as an error. On teh web it refers to a setup icon but I do not see that on my interface?
    • E

      We are trying to add our Zoho Form embed in our Elementor Page Builder. After adding Zoho Forms widget in elementor page builder it’s displaying in backend page builder but it’s giving 403 error while trying to save, as it’s not reflecting in front end.
    • Kaizen #225 - Making Query-based Custom Related Lists Actionable with Lookups and Links

      Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss an exciting enhancement in Queries in Zoho CRM. In Kaizen #190, we discussed how Queries bridge gaps where native related lists fall short and power custom related
    • Ability to Edit YouTube Video Title, Description & Thumbnail After Publishing

      Hi Zoho Social Team, How are you? We would like to request an enhancement to Zoho Social that enables users to edit YouTube video details after the video has already been published. Your team confirmed that while Zoho Social currently allows editing the
    • Formatting Problem | Export to Zoho Sheet View

      When I export data to Zoho Sheet View, ID columns are automatically formatted as scientific notation. Reformatting them to text changes the actual ID values. For example, 6557000335603071 becomes 6557000335603070. I have attached screenshots showing this
    • Connecting Zoho Inventory to ShipStation

      we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
    • custom module import.

      Is there a way to import data into a custom module? Thanks Rudy
    • HEIC File Type Viewer

      Hi, It would be nice to be able to click on the images in the All Entries/Reports Tables which are HEIC the same as JPG, PNG, etc. so they open in a viewer from Zoho or the Attachment Service, today HEIC requires you to download each image and open it
    • Building Toppings #4 - Setting up and using connections in Bigin toppings

      When building a topping to extend Bigin's functionality and connect it with third-party applications, creating and handling connections is an important step. Connections provide a secure way for your topping to authenticate and communicate with other
    • Need code format to specify default values

      Can someone please direct me to the code syntax or the proper translation per the instructions circled below. These instructions don't seem correct.
    • AI Interview Insights: Turn Recorded Interviews into Quick Transcripts & Summaries

      Evaluating interviews shouldn’t require replaying long recordings or taking manual notes. With AI Interview Insights, you can now review complete transcripts and AI-generated summaries of your One-way (Recorded) interviews right inside Zoho Recruit. This
    • Facing email delivery issues? Verify your domain's DNS records

      Have you ever wondered why your legitimate emails are landing in the recipient’s spam folder? Or been surprised to see emails sent from your registered domain getting rejected by recipient email servers? Why does this happen? In most cases, this happens
    • Order of Departments in Help Desk

      In the end user portal, , the departments are sorted by the date of creation of the department (or perhaps their id). Is there a way to choose the display order of the departments or at least to be able to sort them alphabetically?
    • COGS - Account showing negetive

      I have multiple COGS account and in these all there is one account is negetive so suggest why it is showing negetive value.?
    • Create CRM Deal from Books Quote and Auto Update Deal Stage

      I want to set up an automation where, whenever a Quote is created in Zoho Books, a Deal is automatically created in Zoho CRM with the Quote amount, customer details, and some custom fields from Zoho Books. Additionally, when the Sales Order is converted
    • %PaymentLink%

      Does not work. Software creates a BAD link. ....and yes payment options are turned on. Link on the invoice pdf once opened will work but this template is a joke.
    • Google Photos

      I am hoping that my question already has a fix. I current have Google synced accounts that I want to get away from. One in particular on is Google photos. Is there any software, or 3rd parties that I can join to back my photos up straight to specifically designated file in the ZOHO cloud that's tied to Docs? Please advise... Mike 
    • Zoho Books Items Categorisation/Grouping/Folder

      Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.
    • Cash payments before invoice date

      We have been using zoho books for our hospitality business for some time and have been very happy with the system. However in 2025 an update was pushed through and we are now not able to record payments for invoices before the invoice date. the case scenario
    • Copy / Duplicate Workflow

      I have workflows setup that are very similar to each other. We have a monitoring system watching servers, and all notifications - no matter what client it is about - will come from a  noreply@ address which is not very helpful in having it auto assigned to the right account. I have setup a workflow that will change the contact name of the ticket (currently it would say noreply@) to the correct customer which is based on the subject line, as that mentions which server the alert it is about. I need
    • Transfer between two customers (Peters Rental account to Peters Private account)

      we are a Property Management company. Our customers have to accounts (registered as two customers - Peter Rental and Peter Private On the rental account all income and costs fron rental activities are noted. On the private account all private are noted
    • Automation#18: Automatically Fetch Values from Contacts to the Tickets Module

      Hello Everyone, Welcome to this week's edition, where you can seamlessly sync fields from the Contacts to the Tickets module. For efficient business operations, it's crucial to have details mapped across different modules. Zylker Secure offers antivirus
    • Charge multiple invoices

      We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?
    • Handling/tracking escalation management in Zoho

      Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions
    • Global Choice List share ownership

      I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
    • Setting up property management in Zoho Books

      Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
    • How to prevent users from switching price lists in an order?

      Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
    • Mollie Connect in Zoho Books

      Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov
    • Unable to change Lookup field from Multi Select to Single Select

      I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.
    • Simple Callback Notifications Needed

      My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they
    • Next Page