Compare and Differences Zoho Docs vs Zoho WorkDrive
Zoho is confusing more often with overlapping functionality in their apps for which it is not always clear what the recommended / best way is to you use what where. In this particular case I would like to understand when to use WorkDrive vs Docs. In general can I get an overview of: Zoho Docs capabilities - vs - WorkDrive capabilities to compare?
Pop-up custom function
I am trying to create a custom function in zoho desk to generate a pop-up or message to slack as soon as an agent makes a public comment using internal naming information. I really struggling with zoho's deluge script. Should I be using a webhook or is there another way to do this?
Zoho and Slack integration
Hello, Can someone please tell me where the numbers from this stats come from? This is the extension of slack and zoho desk. I get this notification every day at 10 am CET in my slack channel but those numbers are not from daily tickets. That is wrong.
Bulk emailing from Recruit
Hi I am wanting to send a bulk email out to the unsuccessful candidates to keep them informed of the process. When I select a group and go Send Email it puts all the names and emails address in the "To" space - I want to be able to send them as a BCC copy - not at all professional to send everyone a bulk email. How do I do this?
Facebook Page Post Scheduled in Zoho not showing under scheduled posts in Facebook
The Facebook page posts I've scheduled in Zoho are not showing in Facebook under the page's scheduled posts. I normally boost all scheduled posts for the month at the same time, but since the Zoho scheduled posts are not showing in Facebook's scheduled
Zoho books and squarespace integration
I currently have a squarespace store and am looking into Zoho books. Some of my key products are configurable and I also make extensive use of product variants. I have an extensive ERP and Product Lifecycle background and am looking for the best way to
Unable to update payment method
Hi I'm unable to update my payment method since it will always stuck on this screen (see attached)
MORE_THAN_MAX_OCCURANCE
type Exception report message description The server encountered an internal error () that prevented it from fulfilling this request. exception com.adventnet.iam.security.IAMSecurityException: MORE_THAN_MAX_OCCURANCE
com.adventnet.iam.security.ParameterRule.validateParam(ParameterRule.java:377)
com.adventnet.iam.security.ParameterRule.validate(ParameterRule.java:306)
com.adventnet.iam.security.SecurityFilter.validateURLRule(SecurityFilter.java:380)
com.adventnet.iam.security.SecurityFilter.doFilter(SecurityFilter.java:97)
com.adventnet.iam.mickey.MickeyUserFilter.doFilter(MickeyUserFilter.java:88)
Problem with zoho sign
i am using zoho flow to connect a zoho creator app with zoho sign here the error message i have: Zoho Sign says "Add atleast one field for a signer." Zoho Sign says "Add atleast one field for a signer."
Resources assignment and budget tracking in zoho projects
Is there a way i can assign resources with a limited capacity like excavator or crane, or resources with infinite capacity like materials to tasks or subtasks? Track the capacity utilization of limited capacity resources? I also need to define the unit
Two difference auto-generating serial number in Invoice
Dear ZOHO Team. Two difference auto-generating serial number in Invoice Please start this feature..it is most useful for our business find screenshot
PURCHASE INQUIRY TO VENDORS
Just the we have An Estimate module before converting it to a sales order we must have An Purchase Inquiry Module Before converting it to the purchase order. The Unique point here must be An added RFQ (Request for Quotation Module) where as we can send
Building a custom site
do we have option in zoho to build custom sites like adding custom functionalities ? want to make a site like https://anycouriertracking.com/st-courier-tracking/ . Is it doable ? Please assist .
columnar Feature
Hello Sir Tushar, I'm Zoho User I want to request to kindly add a feature just like tally already uses it. The Columnar feature is in the feature if we go to the individual ledger when using this feature it will open up just like below mention screenshot
is my primary email address my login?
If I change my primary email address, does that become my login email address for the future?
Adding the CRM Record Owner to Qwn a Creator Form Record
How do I assign a user to a user field using an email? I have a creator form that I'm creating from a CRM deluge script and tying to the Deals module via a related list. I need the Deal Owner to be the owner of the Creator record to view the record in
Pop up Ads and Sound notifications
Is there a way to disable pop up adds when going into Sales IQ to grab a chat? Some of our agents are having issues, also how to turn off the sounds when the ad shows? We are missing grabbing the chat because of not being able to click the X to exit out
API search incorrect results
Hello, I'm trying to build a small script that would fetch a lead that has not been contacted, and I tried many different search criteria without any luck, here's one of them- https://www.zohoapis.eu/crm/v3/Leads/search?criteria=Lead_Status:starts_with:Not&per_page=3
Font change for Zoho CRM
Hi! Has there been a change in fonts in Zoho CRM recently? I'm using text in Greek (e.g. contact names) and it used to appear OK, but the Greek fonts currently look quite bad. I'm assuming there was a change in the default English font, but as there is
Schriftart open sans nicht verfügbar
Wie so oft in Zoho Apps gibt es unterschiedliche vor allem nicht einheitlich in allen Apps verfügbare Schriftarten. Wie möchten Sie bitten, open sans als Schriftart zur Verfügung zu stellen.
The way how 2022 ended for us at Zoho Workplace | December 2022
Hello Community, Wish you all very happy New Year!💥✨🎉 Hope you're all doing good and staying safe. When the world was awaiting to welcome the New Year, we at Zoho Workplace took the liberty of gifting you with some new features and enhancements across
Copy Related List from one Module to another
I have a module API Name = "Recommendation_Library" This module contains details about recommendations and has a related list module API Name = "TYSK" In a third module (API Name = "Recommendations" I am creating recommendations by Look-up Recommendation
Some Workflows stopped sending mails
Hello to all! For months I have been using several workflows to automatically send mails to business partners and customers when certain conditions in the Deal are met. Since the 23rd of December no more mails are sent for some, but not all, workflows.
Automatic payments options books / subscriptions
Hi All, Question what i cant figure out is to setup automatic payments with stripe inside Zoho Books / Subscriptions. I enabled Sepa and iDeal automatic payment inside stripe and ( i think i use the correct webhooks) But the only option for automatic
Different Default Email for Different Modules?
I have created two different Modules: SS Leads and LK Leads. My default email address is currently set to bk@ss.com (example), which is the email address I would like to default to when communicating to leads within SS Leads. However, I would like to
Question about Zoho Creator Customer Portal Capability
Hello. Can I utilize the customer portal from within zoho creator to charge credit card payments from the portal users monthly and/or annually? I'm trying to understand if the customer portal is only for adding/editing/deleting records OR if we can also
Only show items in lookup filed that have NOT already been used in a form
Hi, I have FORM A with a field "SIM" that is linked to the field "SIM" in FORM B. The challenge: A "SIM" record in FORM-B can only be used/linked ONCE in a single record in FORM-A, since lookup fields cannot be marked with "no duplicates" I would like
Support Zoho Meeting in Zoho Flow
Having the ability to create a Zoho Meeting from within Zoho Flow would be very handy. It's possible to do with other platforms like GoToMeeting and TeamViewer, but not with Zoho Meetings.
Mandatory field for non-admins
Is it possible to make a field mandatory only for non-admins. So if anyone is accessing it via a published form the field is mandatory but if an admin accessing the form via the application it can be left empty?
Zoho CRM Unified Document Template Builder
Hello guy's i'm from CRM7 Brazil Premium Partner, and i have a customer use-case, they would like to have their Sign Fields recorded as templates, so each time the user clicks on send with zoho sign, the signature fields and others don't need to get dragged
Issue with seeing uploaded photos
Hi, I am the coordinator of a project that is going live today. Several teammates have uploaded their photos to their Zoho accounts, but I cannot see them. I have tried logging in and out, erasing my online history, and using a different web browser (Chrome and Safari). Other folks on the team can see the uploaded photos. Any advice? This is actually critical for being able to engage productively in chat. Thanks!
Data Storage Updated Successfully
I regularly see this message pop up at the top of Zoho CRM. It stays on the screen for only a few seconds then disappears. A google search of the phrase "data storage updated successfully" returns zero results. I'm not finding anything in the documentation
Time tracking from report by action button
Hi, I've created a report for time tracking by custom action button. My goal is that employees should use only the action button without entering the form for checking in and out, to make the flow as fast as possible. I'd need a new unfilled report for
Categorization rules misdesign
If you're bulk categorizing and you do a manual categorization, Books auto-creates a new categorization rule. When you save that rule it runs the rule against your transactions and creates the "Recognized" transactions list from the rule matches. You
Automated Saving of Categorized Transactions
Hi, Is it possible to automate the saving of banking transactions. Currently, I have automated bank feeds and automated rules for categorizing transactions but I am still required to manually save them when I go to the banking module so that they can
Categorizing via rule doesn't reduce uncategorized count
I manually categorized a transaction. It pops up the rule editor. I create a rule and save. The rule then categorizes all the matching transactions. The Recognized count is incremented by the number of transactions the new rule categorized. However, the
Banking transaction categorise limit
Can the limit be increased to categorise more than 50 transactions at a time under banking? 50 is quite a low number, especially if you have 1000s of line items per month. Thanks.
Words overshot document issue
Could you please help to advise on how I can edit my inventory template such that the quoted item description (highlighted grey) automatically moves to the second line if its too long? Currently it looks like this and its an issue for me. See how the
Pictures in Attachment dont open while using FireFox as an Agent
When a picture is attached to a ticket, the agent who is using "FireFox" as a browser cant open the picture. When clicking on the picture it will not load and just show an infinite loading spinner. Downloading the picture and open it is working only clicking
Territory rules ran successfully Email
Hello everyone. Each time I run the rules for territory management all of the users in the CRM receive an email stating the territory rules were run successfully. I am the only user that needs to receive those emails. How do I stop these emails from going
Next Page