multi-line field Size
Hi, Is there a way to make a multi-line field have more rows and columns? I want a large field, similar to the one in which I'm typing this forum message... The Single Column field Size is almost unusable Joe
Webform failing with ID upload
We have an ID upload field on our website's registration form, using Gravity Forms Zoho CRM add on and mapping a file upload field on our website form, to the Zoho CRM webform file upload field. This used to work fine, but for some reason we've now started
Manually Logged / Completed calls not showing on User Calendar in Zoho CRM
At present, when viewing our team calendar, completed or manually logged calls (created in the contact record) aren't visible. I've tried creating test calls both from the Calendar and from the Contact record, and so I'm not sure where the issue is -
Is it possible to log an email?
Hi, We'd like to be able to log receiving emails in the Activities field in Leads - i.e. "X emailed us asking for more information." The only options are to log an event or call, or create a task. Is there any way of doing this? Thanks in advance,
Zoho email templates
Hi! I have a question about using email templates inn zoho crm. When the template is ready and I have small segments of customers in my database. About 10 customers is one segment, which I need to send those templates with slightly different text at the beginning. Which I can simply achieve by copy+paste from other document. Anyway for sending 10 emails is already mass mailing. And while massmailing, I cannot edit the template, I need first to make a copy which is edited first. This is a bit inconvenient,
Hierarchy of Menus
Right now the menu options are a limited to two levels (the parent and child), and can get crowded if you have a lot of forms and views in your database. Are you planning to add a feature with Menus and Sub-menus (e.g., grand children, great grand children) in a hierarchy, so that space can be better utilized?
Sort Conversations by last reply date
Hi I like to use the conversation view I can sort by the date the conversation was started But I want to sort conversations by last reply date (send or receive) I cant see how to do this Currently, if someone replies to an old conversation, this conversation
Alert for custom button
I have a custom button on a view record page in CRM which triggers a custom Deluge function. is there a way to add an alert / confirmation popup when that button is clicked?
Log a call button
Hi, Im looking adding a button that will log a completed call within the accounts module, and for the subject to be Unanswered Call. (this is for users who use a telephony system that isnt integrated) has anyone done anything like this before? Thanks
Add checkpoints to GANTT Chart
Hello everyone, is there a way to add checkpoints into a GANTT Chart? Something like this: I need to let the participants in the project aware that there will be project advancement checks in specifica dates. Thank you
Card on File
I have myself in the system as a test client. as a client, I added a card to run in future Went back in as the business, and made the invoice. While making the invoice, does it not give you any sort of reminder or option to charge the card on file before
Language Change
Hi All, my question is very simple I need to change the language on Zoho Books, I can not find a tab to change the language any advise please ?
(Blog Post) Have You Heard About These 9 Free Zoho Desk Extensions?
Dear Zoho Desk community members, I guess many of you heard about the free Parent-Child ticketing extension. Did you know that there are many other free Zoho Desk extensions built by Zoho's development team? Check out my blog post to learn more about
Lookup Column on Imported Data
I am trying to link various tables using the date field as the lookup on data imported from Zoho Creator however no results are shown when I click to convert. The option does show on manually entered data.
Zoho Flow: Add notes from ServiceM8 to Zoho CRM
We book a job on ServiceM8 to dispatch a technician for customers. We'd like the notes from ServiceM8 to be added to CRM module (Contacts)--the notes should be added to customer's profile. But, "Add notes" requires the "Entity ID". However, ServiceM8
looking for unique ways to add tasks in zoho connect
greetings i'm looking for unique ways to add tasks and assign them in connect..something similar to zoho mail cheat sheet and smart create menu..is there a way to add tasks via emails, chat messages, or feed posts and so on? thanks
[BLOG] What is a KPI Dashboard? Examples, Templates, and Benefits
Effective decisions can be made using insights from data. But what are all the different data sources you refer to when you want to make decisions for your business? The more data sources you havethe more time it consumes and the less efficient the decisions
Zoho Books - Zoho CRM INTEGRATION. FULL OF LIMITATIONS = RENDERED USELESS.
A word of caution for anyone thinking of trying the integration. This might save you loads of time. SHAME this isn't clarified in the guidance notes. THE MAIN PROBLEM AREAS THAT RENDER THE ZOHO BOOKS - ZOHO CRM INTEGRATION LARGELY USELESS: 1. The GUI of Inventory Modules (from ZohoBooks) are significantly archaic in comparison to the ones in the CRM + with lots of limitations. Limited fields and field types. 2. Record View Page: NO record details view. Once you create an estimate (for example)
Project historical trend
Hi all, is possible to have a report, a graph or a widget to see Historical trend of a project showing how the rate of achievement or the percentage of tasks changes over all the project life? Or, if i add a custom field, is possible to show it in an
Zoho User Group (ZUG) in-person Meetups - UK
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups across the UK for November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Bigin's apps for iPadOS 16 and macOS Ventura are here!
Hello everyone! Here's more good news following our earlier iOS 16 announcement. Bigin's latest versions for iPadOS 16 and macOS Ventura are out in App Stores now. Let's take a look at what's new! External display support A second screen can be
Cannot create campaign via api
i want to create campaign via api v1.1, and i get error like this
Scheduling Email Campaign through API
Previously I had successfully created an email campaign, and I will be scheduling the campaign I just created. when i make schedule for campaign, i get error like this how to create a campaign and submit it automatically for review? is there a way to
Cost Centre Option in Zoho Books
Dear Team, Greetings!!! I have noticed there is no option for Cost Centre creation option in Accounitng ZOHOBOOKS. There should be alternative option to create & alter for Cost centre same as option of creating Ledgers & Groups.
Product Parent/Child relationships
Because of our unique situation we need to have parent products with child products nested with them. Zoho Books doesn't allow for this, so we used a custom module in CRM to create a parent child association along with a custom function to populate them on a sales order. Now the problem comes when we pass the sales order to Books as an invoice, we are loosing the parent child association and now they are all flat on the invoice. Another part of the dilemma is that we have one child associated to
【Zoho CRM】ポータル機能に関するアップデート
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、Zoho CRM のポータルにおける以下の機能が追加されました。 ポータルユーザーのメールアドレスの変更 メールテンプレートのカスタマイズ 「未認証のユーザー」内における新たなカテゴリーの設置
553 Relaying disallowed when using GMAIL
After following all the steps to set up MX entries on my Godaddy domain and after validating that MX entries are ok from a Zoho Mail Admin perspective, I still have the error after sending from Gmail: "553 Relaying disallowed". Hence, I believe there
Automatically move task from default General Task List
When creating a new task in Projects using the Zoho Desk plugin the task is added by default to the General Task list. Is it possible to setup automation on creation of the task to move it to another Task List? e.g. Move the task from the default GENERAL
OneAuth authentification on apple watch
Hello, I use oneAuth on my iphone and I noticed that I can run oneAuth from my apple watch also. Unfortunately, my watch does not allow me to validate authentification, and I am looking for a documentation explaining the features and settings of OneAuth
Audio/ Video Recording Out of Sync
We had a webinar about a week ago and when I retrieved the recording, I realized the audio and video were out of sync. It was odd because it seemed to go back and forth with some spots lining up and some not. I glanced at some of our previous webinars
Tips and Tricks #22: How to localize your product prices in Zoho Subscriptions
Adjusting your products’ pricing based on where your customers are located can help in providing a tailored check-out experience for your customers. The first step in achieving this is to display your products’ price in your customer's local currency. You can do this easily using Zoho Subscription's automatic exchange rate feeds and API hosted payment pages, that is, the price that you've set for a product will be shown to your customers in their local currency with the latest exchange rates. However,
How can I link an existing task to a new deal?
Hi, Is there a possibility to link an existing task to a new deal? In case you follow up a potential customer, you start with a task. When the potential customer ask for a quotation and you add a deal to Zoho CRM, the original task should somehow be assigned
Bigin Mailchimp Import
Hi There I am doing an import from Mailchimp to Bigin for contacts. The mapping more or less works but as im discovering with Bigin, there are bugs. So it automatically maps most of the fields however, I have a customer account number field in Mailchimp
User Group member search
Dear Team, I'm starting to create user groups, in each group I will have 2 - 15/25 Members. Could you please integrate the Member search option? So that I can find out much faster in which user group a certain member is in. Or at least, if I hover over
Sync not properly working with Spark
Hello. I have an account with 2 different domains in zoho I normally use spark for the different email accounts I manage and Mac calendar for the calendars. Issue is as follows: - Email sync work very well with both zoho accounts, except for the calendar
Avoid e-mails ending up in "promotion" category
Hello I would like to know how to avoid the fact that e-mail that I send to my subscribers end up in the "promotion" category ? It is not necessarily a campaign e-mail and I really need them to see them. How can I do? Thank you for your help.
Create records from custom module to custom module with subform on both module by using function
Hi, I had created two custom module, and created a function to be trigger when condition meet. The function will copy the records from module A to module B , along with subform details. However, I had encounter error: Failed to execute function Mismatch
Multiple e-commerce stores
We have two shopify stores - a consumer and a wholesale account. How do we manage both stores moving forward with the new Topics requirement that forces us to choose only one store?
Enforce Creation of a Contact with Creation of an Account
We'd like to make it a requirement that when you create a new Account, you have to create at least one Contact associated with it. The workaround I've come up with is to add required fields for first name, last name, and email address to the Accounts
How to write off a long-term loan?
How do you write off a long-term loan in Zoho books. The loan was given to a company which has subsequently closed down but it still shows up on our balance sheet. Any help would be appreciated. Thanks
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