Edit button near "x" (delete icon) for lookup fields
Hello, What do you think about possibility to edit record, selected in lookup fields by clicking "edi"t (pen icon) located near "x" icon? You can choose in which View user will edit record You can show or hide icon programmaticaly Look here: https://drive.google.com/file/d/0ByIK2qthuUqwRWktenZFQ2czT1k/edit?usp=sharing
Protégez et valorisez votre contenu avec un filigrane personnalisé
Un filigrane est un élément visuel, tel qu'une image, un texte ou un motif distinctif, intégré dans un document numérique ou physique. Généralement semi-transparent, il se superpose au contenu original afin de préserver sa lisibilité tout en restant reconnaissable.
zoho feedback
I hope you are doing well. I wanted to take a moment to express my appreciation for the Zoho ecosystem and how it has positively impacted my business. Since I started using Zoho Books in 2019, I have found it incredibly efficient in managing my operations.
Remove Special Characters "\" using Zoho Deluge
Who needs this? I don't know! I did, and I sure did not find any helpful information out there, not with this keyword though. So, if you find this article because you searched the same thing as I do, then hey, you're in luck! And do note that I am not
Need Assistance with New Account and DNS Update
I've created a Zoho Mail account for my Website https://apkqad.com but forgot which Gmail account I used to sign up. Can I setup a new Zoho Mail account and update the DNS records accordingly?
CRM Hack #2: Automate sending of birthday greetings to your customers.
Hello everyone! What sets you apart as a sales person is your ability to add that personal touch to your business relationship with your customers. Sending a gift on a special day, or leaving a note wishing them on their birthdays, are small, yet significant actions that show your customers that you care. And these are actions done without any expectations :) You must be engaging with a lot of customers and it is highly unlikely that they all are your friends on Facebook or some social channel,
Kaizen #111 : Set default values based on Page Layouts using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, let us discuss how to set default values for fields based on different layouts using Client Script. In this Kaizen post, What are Page Layouts? Client Script is specific for
Solution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:
Building extensions #2: Publishing an extension
Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons
Zoho's biggest issue is unaddressed - Slowness
I am sure most people reading this post also experience the very slow response times of Zoho CRM. If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue. It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging
Tip of the week #42- Filter out suspected spam emails before they reach your team's inboxes.
Are unwanted emails cluttering your inboxes and exposing you to potential threats like phishing and malicious content? The antispam feature in Zoho TeamInbox gives you the perfect solution to keep your inbox organized and secure. By adding trusted email
[How-to with Example] Getting field value/data in Client Script from lookup field record
Imagine you have a field you would like to prefill a field based on a value from another record in another module. In this case, we are looking into a scenario where an Asset (custom module) module is being created from a Deal module. Meaning, there is
Using functions in Zoho CRM Circuits, howto and solution
So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits are not that easy as it looks. One of the problems that we had to overcome was
How to make a ScreenPop with Customer Information
Hi, I need open a customer sheet when I receive a call on my pbx. I have a client on my PC that are able to open a web page with a specific url. How can I leave open the Zoho CRM application and search for a customer? Thank you in advance, Mauro
Zoho Mail not fit for business
How are businesses using Zoho Mail? In Zoho Mail: You cannot create subfolders in a shared mailbox You cannot add a second email account eg. a non-Zoho account that could then provide the function of providing a shared mailbox with subfolders In the Trident
How can I make time entry mandatory for tickets?
Hi guys, I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket. Thanks in advance
Zoho Marketing/SEO Tools
Longtime Zoho user here and just curious about other users thoughts. We use Zoho apps to run basically our entire business. The only software tools we use outside of Zoho are SEO tools, such as Ahrefs or Ubersuggest. Has anyone else ever wished Zoho offered
Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
Let's Talk Recruit: Everything you need to know about emails
Welcome to Let’s Talk Recruit—a series where we break down Zoho Recruit’s best features, share pro tips, and help you get the most out of your hiring process. Whether you’re a seasoned recruiter or just getting started, these posts will guide you through
The dark mode in CRM is here!!!
Just by accident, I discovered that CRM now has the dark mode! I'm sooooo stoked! I tried so hard with various dark-mode Chrome extensions to make the huge database that I'm staring at all day look easier on the eye! Some work ok, but there were always
Forms to CRM - is there a better way of doing this?
Good afternoon, We currently have an onboarding form for our new landlords and i'm struggling to understand the best way of getting the data from the form into the various modules in our CRM system. The process is as follows: 1. Prospective landlord is
Fetch Purchase Orders ( transactions ) from Items in Zoho Inventory
The below code fetches all purchase orders created against an item. Code Snippet: get_pos_against_each_item = invokeurl [ url :"https://www.zohoapis.in/inventory/v1/items/transactions/purchaseorders?page=1&per_page=200&sort_order=D&sort_column=date&item_id="
Tip of the week #41- Save your favorite combination of filters in a single view.
Tired of sifting through endless threads to find the one to work with? Custom views offer the perfect solution. By saving your favorite filter combinations in one place, you can quickly access the threads in your inboxes. Custom views make it easy to
INCORRECT - Please disregard - Zoho CRM Connector - Breaking on February 17th
Hello, We use Blackbaud and it's Blackbaud for Outlook add-in. They sent a message regarding a pending Microsoft change that affects add-ins. I'm receiving Error Getting Identity Token within the Blackbaud for Outlook Add-In The linked Microsoft article
Help with filtering Contacts from Accounts based on third module
Community I need some advice. There a small thing that is a big stone in our shoe. So we have three modules Accounts, Contacts, Assets. They are connected Asset > Account Contact > Account I want to email all Contacts from Accounts that have Asset. Right
WhatsApp For Zoho Commerce
Team: Right now all trigger based communications happens via emails. Emails are outdated and now customers wants to interact with a business through whatsapp. Does zoho commerce support whatsapp based communication?
product registration module / warranty
i need someone who can create a online/product registration module for me. Our website is based in wordpress. We need our consumers to register their product and should they need to make a warranty claim, do so online as well. One way to do this is to create using zoho creator - Registration Page o To have normal information fields o Attach scanned proof of purchase o product purchase details o Point of purchase details o Database back end for all the information. o Access to database (view or download
Product Registrations via Zoho CRM
Hello, I would like to have a public page, where users can enter product registration details. This needs to be many-to-one (registrations-to-contact). I tried the CaseToWeb Form. It adds a Contact and Case, which is fantastic. However, it will only let me add a few details on the Contact such as Name, Phone, Email. I also need the ability to add address, city, state, zip fields. Has anyone tried this before? Thanks, Brian
Subscription Pricing for Zoho Creator
How can an organization charge Project Subscription Pricing to the client for Zoho Creator? Could you clear this out? How much do they need to pay for Zoho? If the client needs only 3 users, what plan to subscribe and how much?
Partner
We are an established insurance brokerage company based in Kuwait, with over 28 years of experience in the industry. As intermediaries between clients and insurance companies, we earn commissions from insurance providers. To enhance our operations, we
Zoho Desk - Prévenir les agents à l’expiration d'un article
Zoho Desk propose plusieurs solutions pour automatiser les flux de travail en fonction de vos besoins. Dans cet article, nous mettons en lumière une fonctionnalité qui alerte votre équipe lorsque des articles de la base de connaissances arrivent à expiration,
Zoho Books as a POS(point of sale) software
With barcode integration and sales reporting, zoho books can be used as a point of sale software. But Zoho Books integrates with Square Register for point of sale, why that if it stanalone has all the features of a POS software?
Unattended Installer failure Error 1001
I found by renaming the PC I was installing and trying again it work. This has happened several times when cloning and installing many pcs and forgetting to change the computer name before installing Zoho assist. Somehow I think the computer name is getting
Kaizen #175 - Leverage Settings Widget for Zoho CRM Extensions
Howdy, innovators! Welcome back to a fresh week of Kaizen. This week, we will delve into configuring a Settings widget in Zoho CRM for the effective functioning of extensions. It centralizes around key configurations that will be carried out to various
Ask the Experts 16 :A 5-hour Live Q&A - Tackling Zoho Desk's Onboarding Challenges
Hello Everyone! The Ask The Experts series is back! The Zoho Desk Team is happy to announce the first Ask the Expert session of 2025, focusing on the Onboarding Challenges of Zoho Desk. What's in for you? Ask The Expert Series is a monthly online session
Marketer’s Space: Supercharged Journeys with Zoho CRM Integration
Hello Marketers! Welcome back to another post in Marketer’s Space! Today, we’ll explore how integrating Zoho CRM with Zoho Marketing Automation (ZMA) can take Journeys to the next level. In this post, we’ll look at a specific use case to demonstrate how
What do you think about changing the panel's color spectrum?
"In my opinion, the color scheme feels a bit gloomy, and I think brighter shades would be better. It would also be great if there was an option to change the colors. What do you think?"
Reply All function omits the full list of original To and Cc recipients in the email body
When using "Reply All" in Zoho Mail, the email body only shows the sender's details (e.g., "John Doe wrote") without listing the original To and Cc recipients, making it difficult for recipients to see the full email thread context. This differs for example
IndiaMART Integration for Zoho CRM
If you need to get IndiaMart leads in Zoho CRM without using Extension then this solution is for you. See step by step guide to integrate IndiaMart API quickly. Create Leads in Zoho CRM - IM ENQUIRY TIME, IM PRODUCT, IM QUERY ID, IM QUERY MCAT NAME, IM
Tip #17: How to mandate partial payment for your appointments
When you require partial payments during the booking process, customers can only schedule with you after paying a certain amount in advance. This deposit acts as a commitment between both parties. Apart from that, it has many more advantages. Benefits
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