Campos sólo lectura según perfil/rol

• Topic Participants

• francisco carreras

• Raul Hernandez

• Sticky Posts

• GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

  ¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la

• Recent Topics

• Generate Payment Link - ZOHO Books by an API

  Hello Team, is there any way we can Generate a Payment Link - ZOHO Books by an API, if anyone has any idea about this please do comment? Thanks & Regards Piyush Goyal

• Email hook is triggered twice for a single email

  I have a problem with Zoho Flow. Started yesterday. Every incoming email is processed twice by the same flow, but there is only one entry in the history. On the dashboard I can see that the flow was executed 6 times (3 emails received) and I have 3 entries

• Opportunity Reappears in Pipeline After Exiting Blueprint – Need to Prevent This

  An opportunity reappears in the Pipeline after exiting the Blueprint, and the user is able to move it — I don't want this to happen. Can someone help me?"

• Fetch a task by ID

  Hi there, is there an option to fetch "Zoho Project " task by ID in "Zoho Flow" or any really way to fetch task currently. Thanks in advance

• Perfomance Management - Zoho People

  Hi team, I am looking for performance management data such as KRA, goals, feedback, appraisals, etc., in Zoho Analytics. However, I am unable to find these metrics while editing the setup. Could you please confirm whether these fields are available in

• Zoho CRM Canvas is slow in loading

  Hi, the new Canvas feature in Zoho CRM is very interesting but the layout becomes very slow to load. I mean using the standard layout for Contacts detail view takes about 2,200 ms to completely load the page on my Chromebook (and my connection speed is

• What's New in Zoho Books - June 2024

  Hello users, We are back with new features and improvements to enhance your accounting experience in Zoho Books. Keep reading to discover what's new in Zoho Books this June. Generate ABA Files for Bills [Australia Edition] An ABA file (Australian banking

• What's New in Zoho Books - May 2024

  Hello users, We've rolled out new features and enhancements to elevate your accounting experience in Zoho Books. Dive in to discover what's new in Zoho Books this May. Alipay Payment Method for Stripe Alipay, a popular digital wallet in China, is now

• Annoying Pop-Up Zoho Advertisements and Announcements Within Apps

  It is beyond frustrating to have to close out Zoho's announcements for Webinars, Zoholics, updates, events, etc while working within ANY of the Zoho apps. I see it when accessing Zoho One, Cliq, Creator, and CRM. Zoho boasts to be a professional solution

• Linking fields from different modules

  is it possible to have fields from 2 different modules linked together?  For example, within our opportunity module we have an account field.  Can we create a new module that is linked to the opportunity module with the account field?  So when the account field is updated in the opportunity module, it also gets updated in the new module?

• Detect previously signed PDF in package

  When you include a previously signed PDF document in a package, if that document had text tags in it, Zoho Sign will add new signature fields on top of the real signatures. That should be a disfavored action for two reasons: (1) it's almost never going

• Boost your productivity :: Scheduled Time Log Reports

  Hello Everyone, In this series of power of Automation, I would like to highlight a handy automation feature designed to make our life easier - Schedule export for time logs. With this feature, we can automate the export and delivery of timesheet reports

• My mobile phone marked as spam

  Hi there, I attempted to add my mobile phone, from Canada, to the settings under my Zoho vault account. An alert came up saying it is marked as spam when it is definitely not spam. What do you suggest I do next? Thanks so much!

• Tip #5: Setting access rights at the subfolder level

  Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series useful. For today's tip, we'll teach you how to assign higher subfolder permissions to Team Folder members. Team Folders helps you avoid the drawbacks of traditional file sharing.

• New features released: Data from Picture for Web, Pattern Fill, and Translation in Zoho Sheet!

  Hello Sheet users, In 2024, the Zoho Sheet team focused on research and development to bring new features that add to functionalities like productivity, data management, collaboration, and more. This year, we're all set to roll them out incrementally

• Automatically charge tax on shipping

  When we do a quote we charge tax on the subtotal cost, but when I put in shipping I have to manually select a tax amount. How do I have it automatically apply tax to the shipping as well? I have provided a screenshot that shows I have to manually do this.

• What's New in Zoho Books - July 2024

  Hello users, We are back with a bunch of new features and enhancements this month to make your accounting experience seamless. Keep reading to learn more about them. Explore An Enhanced Reports Module We've streamlined the Reports page to increase efficiency

• Client Script - getBlueprintTransitions returns array of empty objects

  Just like the title says, when I'm getting the Blueprint transitions via client script, the function returns an array of empty objects. It does correctly get the number of blueprint transitions on the page, however all the objects are completely empty.

• merge the Multiple POs to single PO if Vendor of PO"s --in Zoho Inventory

  HI Merge the Multiple POs to single PO if Vendor of PO"s are Same ----in Zoho inventory Please provide any work around to achive this .

• ZOHO Blueprint and Workflow

  Hi, Correct me if i'm wrong, Blueprint triggers when a record that meets the criteria is created. It follows a specific transition that you will be setting up. Does blueprint work if the first state was triggered by a workflow? For example, In my custom module 1, I have a field named status. The statuses are 1, 2, 3 and 4. As soon as I create a new record, a workflow triggers that updates the status field to 1. Can a blueprint start from 2? My other concern is, can blueprint transitions work at the

• Help Updating form

  I have a visitor management app, the visitor checks themself in at reception. Admin can see a report of all visitors onsite. When the visitor leaves, another form is used by the employee they are visiting to confirm they have left site. How can I make

• How to find (total) profits per item in Zoho inventory or Zoho Books

  Hi, I would like to find out how to generate a report that has Item/ Cost Price/Sales Price (total)/Profit (total)/Margin The current sales reports has the total qty sold and the sales price but does not show the profits. Can i check how to do it? Similar

• How to create a not payed yet transaction for a vendor

  I want to create a transaction for a vendor, similarly as I do it for customers, but I can't do it. Basically, I receive an invoice from a vendor, I want to register it as not paid, being able to mark them then as approved, and when the due date arrives,

• Workdrive Data Template & Viewing Document

  Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign

• LinkedIn posting Admin

  Zoho will not publish my posts to LinkedIn claiming I am not an admin on the page, but I am a super admin on the page. It makes no sense.

• Uploaded Videos not processing

  We are unable to attach videos. When the file is uploaded, it gets stuck at 100% and the ATTACH button is not clickable. My assistant in the Philippines experienced the same issue. I am in California.

• Item Search

  Hi there,  any plans to enhance the item search function,  to include searching also the item description,  when doing estimates and invoices?  Thanks! 

• [UI Update] Mandating New UI for all Zoho Analytics Users

  Dear Users, We’re pleased to share that the new and improved Zoho Analytics 6.0 user interface has already been embraced by many users, delivering a faster, cleaner, and more efficient experience. For the Zoho Analytics users who are still using the old

• Button Deluge not working

  Please let me know if I need to post this somewhere else - this is my first time using the forums. I am attempting to build a button with a function that uses a multi-select lookup to build a list of interested buyers for properties based on the zip code

• Automate PAYMENT RECEIVED email

  In BOOKS - how do I make it automatically send a Payment Received, Thank you email to my Customer when I match a transaction to an Invoice (thereby making it PAID)? Thank you for your help.

• maximum limitation of COQL API

  from this documentation it said: You can retrieve a maximum of 1,00,000 records in multiple API calls per unique criteria. f you want to retrieve more than 1,00,000 records, use the Bulk Read API. my questions are 1. what is per unique criteria here?

• File upload in Workdrive

  I am trying to get all the files and folders from dropbox to Workdrive with same folder structure. Can someone help me with which actions should I choose?

• I want to create an assessment with a value being greater than other value

  I’m building an assessment form in Zoho Forms that includes multiple sections (or categories), each with 4 dropdown questions. Each answer is assigned a numerical value (from 1 to 5), and I use formula fields to calculate a total score per category. My

• Post announcement / message on home or dashboard screen

  I would like to post company announcements/messages on the Home Screen of our users. What is the best way to do this?

• Can you sync CRM contacts to TeamInbox?

  Can you sync CRM contacts to TeamInbox? Or at least upload them? From what I can see, you have to enter them manually one at a time.

• Displaying Notes/Description Columns in "All Expense" showing Tabs

  It's surprising to see there is no option to view description columns in tab showing all expenses. There are provisions for Reference# and Status, but why not the description/notes. Please Add. Thank You.

• CRM is shut down.

  Weekly Issue. Every button is shut down. Record cannot be saved. Stability is a joke.

• Mail is sent twice!

  Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case

• Weekly Tips: Protect Confidential Information with PGP in Zoho Mail

  We deal with confidential information almost every day, whether it is being sent out or received. Though emails sent using Zoho Mail are encrypted both during transit and at rest, attempts to access and steal your sensitive data are always a threat that

• How to change back to the old version in zoho support

  Please let me know how to change it back to the old version. The new version is too slow and hard to manipulate. 

• Next Page