Workflow functions disappearing and Form workflows turning themselves randomly between enabled and disabled
Hi, this is an issue that I have reported to you a number of times during the time I have been working with zoho and it is this. Firstly sometimes when I create deluge workflow functions. Then later in the day I need to go back to refine then. I regularly
In 'zohoapis.com/crm/v4' a space character matters. FYI;
The delimiter for the list of fields to return is a comma ",'. However, if there is a space between the comma and the the next field name, the field name is excluded from the result set I did not test this with earlier version of the api.
Viewing a shared calendar
Hi, I have an organisation where we need everybody's calendar to be visible to all others in the organisation. Is there a way to do this via the Admin Console rather than have each individual user share their own and then subscribe to everyone else's
How do I associate a new lead with a product?
I'm hoping someone can help me out. This question has been asked multiple times by various people on this forum, but I haven't seen a response. I'm trying to determine if Zoho is right for my organization. When we have a lead, they almost always are associated
Can Zoho Forms integrate with multiple Zoho Desk Departments?
I am working to create a singular Zoho Form that my customers can fill out for tickets. Can I customize the Zoho Form to create tickets in multiple Zoho Desk departments depending on which fields are filled out?
Desk incorrectly merging similar tickets
We have a process for offboarding employees. Email comes in from HR to our Desk. As it's a partially automated process from their HR template it has similar subject, with similar people CCed for other departments. For some reason Zoho Desk is merging
Setting record ownership in script
I have a setup with Account and Account_Transaction. A portal user creates the Account records when they initially sign up, so the ownership of that record is correctly assigned to the portal user. Account_Transaction entries are created via a script
zoho social email invite can not work
i sent email email invite from zoho social to other users to join my zoho social portal and received the email from the test account, but can not accept the invite, it always shows “Oops! We can't find any invites matching this email address. Please try
Sent emails in queue
Hello, I have 5 of my emails sent yesterday stuck in queue. When I check the sent emails, I see a blue clock icon for them, and it says "In Queue" when I hover my mouse. When I click that clock icon, in the opened popup it says "Delivered" with a green
How to create a Dashboard summary component?
Do I accomplish this with a hand-coded Widget?
zoho mail api AuthToken to Outh 2.0 migration
zoho mail api AuthToken to Outh 2.0 migration giving issues , not able to do that can someone help me out to implement the same.
Ventilate leads from website by territory
Hello, I started using Zoho Forms as the contact form for my company's website. To repatriate contact leads into Zoho CRM I am struggling a bit to automatize the process. What I want is to notify the person in charge of the area (Territory) and his manager.
Help Center Portal (Background Image)
Hi Zoho Desk Team, Regarding customization of the help center portal, could you share with me on what is the exact size for the background? Although it says in the Appearance tab with at least 1200 x 630 pixels. But when I upload the image it clearly
Copying help desk tickets to an external Email
I would like ticket notification to an external Email address when new help desk tickets are opened or when a reply is received to our answer. I'm pretty sure this was working for us but stopped. Thanks for the help
"Paste without Formatting" Feature Needed
I would like to request that Zoho Show developers allow us to paste text without formatting, in addition to the existing paste-with-formatting feature. If my memory serves me right, without-formatting was the default behavior for text pasting in Zoho Show in the past, but now it seems that with-formatting has taken its place. I am perfectly aware that there are many scenarios where the with behavior makes sense and is therefore desirable; I am just arguing there are also other scenarios where the
Tracking Item's price change in Zoho Inventory
Hey I have a Zoho One and I am using Zoho inventory to manage food manufacturing process and I wanna ask how can I manage the supplies "items" price changes that is happening frequently ... Example Scenario: * Item A purchase price is $100 last month
Search MATCHED or Categorized Bank Statements
As far as I can tell there is no way to look at bank statement lines once they're matched or categorized. No search, no import/feed log, nothing. This is problematic for a number of reasons. What if there was a duplicate import/feed and the same statement
Attachment added notify
Hi Zoho team, Is it possible to email notify someone if an attachment is added in the ticket? Requirement is when an attachment is added in the ticket, ticket owner will be notified
ISO 6346 algorithm - Client Script
ISO 6346 is an international standard covering the coding, identification and marking of intermodal (shipping) containers. Friend how are you? could you help me with this? I have a workflow and an associated function that work without a problem, in this
Email all of a deal's contacts in a workflow rule
Hi everyone, Right now I've got a workflow rule set up that sends an email to a deal's contact whenever a certain stage is reached. Unfortunately, it seems I can only send the email to one contact only. I can add more contacts to a deal but within
Set View Criteria: How can you specify "is empty"?
I have just racked my brains and plowed every resource to come up with this solution with no luck. I want to create a view with restricted criteria where a "fieldname" is empty. This helps me know which records need to be updated. Many resources point to creating a view where a fieldname is not empty, but doing the opposite has not worked. Can anybody walk me through this?
How do we track the timelines of an opportunity through its various sales stages?
I wish to capture the date each time a Potential Stage changes. That way, I can analyze how long it took for an opportunity (Potential) to go through the various sales cycles/stages. We can also report across multiple opportunities. Perhaps this feature
Shared Email and Outlook Synchronisation
Hello, I am in the process of setting up Zoho for our small business but keep coming up against issues relating to how we manage our emails/tasks. I wondered if anyone can give me some answers/suggestions on how best to handle this? How we work: All our
Unable to edit Personal Tasks in Mail
When I open a Personal Task that I created and attempt to make any change, the change doesn't take effect. If I open the Task from Calendar and click on the "Edit" icon, make a change, and click on "Save" I get an error message: "unable to edit even
Profit on sale
shi, would it be possible to see profit on sale on each invoice ? With option of FIFO / Weighted Average and LIFO basis ?
Color Coding of Task in Task view, not only in module view?
see screen recording: https://workdrive.zohoexternal.com/external/18ab6e35d6be3677e8dcf2995c9258fe30b827f6a5c5ee5c5bb3137d35521833
Multi Shopify Inventory item ID
Hi, I am trying to schedule the update of specific Shopify inventory line item using Zoho Flow. the flow worked just fine, except the Inventory item ID only accept one ID entry, if I tried the add multi Inventory item IDs its give me this output error:
Creator field to update field in CRM
Hello, We are using Creator to create visit report swhen visiting Accounts. I created a field (dropdown) with Field Linke Name "Account_Status" with 3 options to choose from: - Active - Prospect - Not Active When we submit the visit report, we would like
How do I associate a lookup record in one module with the related module with the CRM API?
I need to add a lead programmatically and have it be associated with a project all using the Zoho CRM API. Is this possible? My many attempts have failed. This is my JSON: {"data":[{"Company":"TestmanLaw", "First_Name":"Testman4", "Last_Name":"Tester2000",
Cliq: Starting day of the week
Hello, in most applications of Zoho One, I can set the starting day of the Week. In Germany, we set this normally to Monday. Where can I set this in Cliq?
SalesIQ showing a customer visit every time I am on site
Hi, I somehow have become associated in SalesIQ, with one of our Contacts in Zoho CRM. So, instead of seeing our Contact's visits, I get a flag saying that our contact has visited every time I am on the site. How do I break this link in CRM or in SalesIQ?
Enable our web form to track Google analytics Data
Hi, I am using the Zoho CRM and want to track the traffic source information from Google analytics ( Traffic type: organic / paid / referral / Adwords) keywords / campaigns ) and record this separately within the lead description details as separate
Sort Leads by Scoring
Hello, we have been trying to sort our Leads by their scoring. In an older version of the Zoho CRM this was possible. Also in the provided video tutorial one can sort leads by scoring: https://www.youtube.com/watch?v=ZgRzjuqbWCw Now, however, this is
What's New in Zoho People, January 2023- A live webinar introducing the latest feature updates in Zoho People
Hello all, Zoho People is continuously evolving to provide the greatest employee experience. Every month, we rollout feature updates and enhancements to improve the overall user experience. Join our webinar and explore all that's new in Zoho People this
Look up table and Related list
Is there a way of matching multiple look up table to the same related list rather than creating a different one each time?
Changing base currency of a Zoho Commerce store
Hi, I am a visual artist (mandarmarathefineart.com) and am a Zoho One subscriber. My online art store built on Zoho Commerce. Most of my customers are outside India and so I would like to change my store currency to USD (from the current INR). I have
Email templates: is is possible to have the "From" field a custom value?
Hi, I noticed that the email template supports as sender's email only addresses within the CRM's staff users. Is it possible to have the sender's email to be a generic one such as " info@mycompany.com" rather than a specific user's email? Thank you, -
Forms not able to integrate with a Custom Module
I have created a Form and integrated it with a custom Module. The information is to set up a new record in the Custom Module. It integrates OK. The information submitted in the fields shows up in the Form Entries but they do not populate the fields in
Canvas View for Zoho Recruit
We urgently require Canvas view for Zoho recruit. Please add this functionality. Thanks, Miriam - Business Owner
How Can I Contact yahoo| To Fix Yahoo Account Error?
Here we all know that yahoo is one of the very popular to send and receive emails across the world. In case you find some error with your yahoo account then without wasting you time quick contact Yahoo customer service and resolve your any kinds of issues within very short period of time.
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