How long TrueSync files stay on device for offline access?
I know the difference between TrueSync and Sync for Desktop is that former doesn't store files locally but indexes them, shows them on Z drive & only access them when needed. (If I have frequently used folder, I should probably use Desktop Sync leveraging
Delete al current tags
Can I delete all current tags so i can start with a new list.
【11/9(水)14:00〜】ベテランユーザーに相談しながら、自身の課題に取り組もう！Zoho ワークアウト開催
お世話になっております。Zoho コミュニティチームです。 本日は、11月開催のイベントについてお知らせします。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトの開催について ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ 今月も、Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点を解消できる「Zoho ワークアウト」を開催します！ Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……
Can you restrict a Group/Profile to only see records with a specific tag
We have a specific group that we only want to see records in Deals, Leads, and Contacts that have a certain tag on them. Is this possible?
As a partner do we get ZOHO Campaign Application for free or we have to pay for that?
As a partner do we get ZOHO Campaign Application & Zoho One Application for free or do we have to pay for them? If we have to pay for that, then how to pay only for the ZOHO campaign? I am not getting the option to pay only for the Zoho campaign. It
Zoho Groups - Extranet
Hi, I use Zoho Extranet & want to create links that I can share with people to join my Zoho groups (without them being added to my main network). I cannot seem to figure out how to make that work. Help?
Find a Form link that wasn't emailed
A couple of times we have had clients submit a form that did not trigger an email with the URL used to edit to be sent out. Is there a way to access this link in this situation? Is it lost forever? We can see the form submission inside Forms and the document
Workflow criteria does not save correctly
There are two issues with saving criteria for a workflow trigger. Both the criteria itself and the criteria pattern change after saving the trigger step. I'll define them below and add screenshots for support. Issue 1: When adding a date field to the
Request search not working in zoho one interface, but is working at zoho.com/desk
Request search not working in zoho one interface, but is working at zoho.com/desk Searching for the same ticket: when searching from zoho one: no results. when searching from zoho.com/desk correct results. See video
Function: Populate Field with Date of 2 weeks following another date field
Can someone please create a Function for me to populate a date field with a date that is 2 weeks after the value in another date field. (I cannot use a formula field.) Field API names are "Date1" and "Date2", both formula fields. If Date1 is populated
Adding CRM Users to Zoho Campaigns
I've created a simple 2 drip email campaign in Campaigns. I would like to see if its possible to easily add CRM users to that list while in Zoho CRM. Is this doable?
Zoho Desk Description
The system should copy the first 100 words of an email of the ticket and copy it on Description. Then description should be provided on ticket notifications: 1. Ticket Received Notification 2. Reminder to response notifications 3. closing notifications.
Multi-select picklist fields not available as row groups?
Hello, Has there been an update or change to the ability to choose multi-select picklists fields in row groups when customizing a report? I have several custom multi-select picklists that I need to be able to group records by, and now when I attempt to
ZOHO CRM Integration with Xero
Hello, Our company has 1 zoho crm accounts doing 3 entities' invoices. Now we would like to integrate zoho crm and xero and send out official invoices from xero. The questions is, we have split the invoicing tasks in xero to 3 organisations, then can
Automatically create a Contact activity after a deal is lost.
Hello, I am having trouble finding how to set up an automatic activity such as "recontact the lead in one month" after a deal is lost. In the deal blue print, all it lets me do is update lookup fields in Contact. Thanks for helping! Stéphane
Can you create contact using canvas display
Hi, Can you create contact using canvas display?, Instead of clicking on Create Contact and it goes straight to layouts?
Syncing Calendar with outlook for Mac
Dear Zoho I'm using Microsoft outlook for Mac version version 15.4& I need to sync my Zoho Calendar to the above mention Outlook. Is it supported?
I'm getting 400 status code, when trying to update my records. How to update records in C# API?
Hello here, I have a problem with updating the field in Account records. How can I do it in C#? My code: I was trying to use request.Ids = ids, but Ids should be long, but an example, it's showing that I have to use List<string>. So how can I update just
bh.wrng.user.sh.time error while creating a meeting within a blueprint checklist
I have a blueprint transition in which i am attempting to "book" a meeting for when the user selects the "book installation" transistion. as part of the checklist i am requiring the user to create a meeting with one of the fields being to set the "host"
Option to Disable GST Online Filing
While exploring the settings we accidently enabled GST Online Filing and now we are unable to disable it. The support team says there's no way to disable it. Earlier we were able to view the GSTR 1 but now it's asking us to file the previous month GSTR
How to autofill lookup field within subform?
Hello. I need help using deluge to autofill a subform lookup-field depending on selection made from dropdown field within the subform. Please see details below. Thank you for your help! Chris Main Form: "Add_Customer" Subform: "Programs" Lookup Field
How to refer to cells on same row but different columns in table formulas?
Greetings I have a repeat block that generates a table that consists of numeric values, then i add columns to the table and in its cells i want to create formulas that refer to the cells on the same row but on a previous column. to make my question clear,
CRM integration
Hi, It would be interesting to propose the CRM contacts to populate the Recruit candidates (currently, the integration is limited to the CRM leads). Indeed, for a hiring agency like us, we run a long term relationship with the candidates (who could also
"create new report" is missing
Hello, I am a new user, yesterday I created 2 reports, but now there is no "create new report" icon, why is that? Anyone else has the same problem? Thanks
Invoice as PDF
Hi All, I am trying to share invoice as PDF via sms using custom function. i dont know how to GET invoice as pdf using api. Can anyone help me here?
Decimal comma and EUR currency format
Hello, due to inability to test inventory templates in DEMO environment I decided to purchase one month professional plan. Now I am setting up one of the templates (Quote). The currency (sums) are displayed in this format : "EUR7256.37" What is this?
How to close/delete all Open Activities associated to a Deal?
Hi When we have a Deal go through the Stages, we are setting meetings with the customer etc... If we mark a Deal as being Lost, we need to remove all Open Activities (meetings/tasks/calls) associated to that Deal. How can this be done? I cant see an option
Free Webinar: Transforming CRM with digital signatures: A look into Zoho Sign's integration with CRM tools.
Hello! Today, nearly every company uses customer relationship management (CRM) software for their sales and marketing operations. From tracing a lead to tracking a sale's progress, every customer interaction can be done with CRM software. It's highly
2 of the same notecard (duplicates) in Zoho Notebook
Hello there, I recently noticed that in the Zoho Notebook app for iPad, that there were appearing 2 of the same notecard (duplicate) in some of my notebooks (see attached screenshot). Whereas in the same app on my Macbook, there only appears 1. When I
Subform Next Row
Hello, I'm trying to add a crm subform into zoho writer with a custom function. For my test, there are 3 entries in the crm subform. My issue is when the data gets pulled into pdf writer, I have 3 rows in my PDF, but it's the same row/data 3 different
Fetching multiple Creator records in Flow workflow
Hi all, Just trying out Flow and attempting to do something fundamental but I can't find any method that might work. Simple scenario: 1. Based on a Creator form action (say, add record), create a new project in Zoho Projects. 2. Now, find all of the records
Flow to Cliq that is run by another account
I am trying to create a Flow that will send a message to a channel in Cliq. But the Cliq is not registered in my Zoho account, but somebody else. Possible? If not, why not?
Custom Apps in Connect | Scheduled downtime for India DC on November 13, 2022
Hello customers, We hope you’re all doing well and having a great experience with Zoho Connect. This post is regarding the Custom Apps in Connect, powered by Creator. We want to inform you that the we've scheduled a maintenance activity for our India
URGENT copying, pasting and deleting tables
Have created a table, copied and pasted it once. Second time it messes up the pasted table and impossible to delete it fully again. First table did not delete at all, then all visible parts were gone, but table area still there as blank. Can't delete it. Am working on MacBook Pro, OS X 10.6.2, Firefox 3.5.8, Java enabled Need to have the doc ready by this evening. Please help/assist. THANKS! Gregor
[Webinar] Learn about fillable documents for businesses
Hello All, We are excited to announce our upcoming webinar, "Learn about fillable documents for businesses." This webinar will focus on the important and the latest features for creating and distributing customized fillable forms, using fillable forms
Zoho Flow - Create Quickbooks Invoice
Hello, I am looking to create a flow integration between Zoho Inventory and Quickbooks Online and I am not sure how line items are transferred from Inventory to QBO. I am in Canada so the native integration between Inventory and QBO is not yet available.
Adding emoji reactions to comments on tasks
Please can you consider allowing emoji reactions to comments on tasks so we can give it a thumbs up (etc) as there is no way to acknowledge a comment currently without replying to it as far as I can tell...?
Option to not truncate text in project tags
See screenshot, it would be helpful if there was a view or setting to not truncate the tags otherwise don't know what some of them are without hovering over each to see the data-tooltip.
Allow associating of tasks to other tasks
right now, we can associate tasks to issues(bugs) inside zoho projects desktop. this is helpful because when you complete the issue the tasks can still remain open. With tasks, if i want my techs to complete sub tasks, then i can create sub tasks on a
Tasks indicate that they have a description
Tasks description can have important information for the execution. However, not all tasks need description. That leads to cases, where users do not open the task details to explore their description. I see a high value, when there would be an indicator
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