Send Email template with Calendar Invitation (*.ics) in Workflow
Hi, I'm looking for a solution how to send Email template with ics file attached in Workflow. The benefit is Imagine when you receive a hotel booking reservation voucher by email, comes with the "Add to Calendar" function in the email. I don't use the
Strict Projects - A Kind Savior
Hi there! It's been a month since we launched Strict projects in Zoho Projects. We would like to get your feedback on how Strict projects have been kind to you and your team in terms of managing deadlines. For those of you who are new to this feature in Zoho Projects, here is a preview of it. Out of all the factors that play a significant role in the success of a project, the project schedule aces the list. Only at the expense of the project schedule, we tend to do eleventh hour changes; stretch
Tags on blog are inaccessible
Tags on blog are white on white making them useless. There's no ability to change the colours and this makes them fail accessibility as well. Is there a way to do this with custom CSS?
Zoho Desk Ticket Fields
Can I not pull in more data from CRM into my Desk tickets automatically once I identify my Account Name outside of the contact and phone number? I have a lot of data in my accounts in CRM that are useful for our tech staff need for their tickets and
Getting to the help documentation is very frustrating
Getting to help documentation from within the product is super frustrating.
Desk Subject
Is there a way to standardize/hard code the Desk Subject line based on the layout for our internal users? We have set ticket subjects we want our users to use for better tracking and searching.
Change order of ticket layouts
In the ticket layouts, I literally just want to change the order of these layouts so that "General" is after "Requests". I want them to appear in the help center the other way around, how do I do that??
Selecting lines in email without including line breaks
When editing or composing an email and I have need to select an entire line via mouse or keyboard shortcuts, it includes the line ending. So when I am deleting or overwriting my selection that reaches the end of the current line, it also deletes the next
Resubscribe via custom form
I have a custom sign up form for people to sign up to our newsletter. this form is connected to Campaigns API backend, i. e. our backend subscribes them programatically. there is a second entry point through which email addresses end up in Campaigns
Unable to clear date on tasks with Predecessors and without Successors (but also on tasks with Successors and without Predecessors)
Hello, I've set several dependencies for my tasks, and assigned due dates to them. Now, when I try to clear the due date for all tasks, I always get a "Dates cannot be cleared as it has dependent task). This is happening also when I try clear due date
Zoholics 2022
Beste community leden, Op 27 september organiseerden wij in de Jaarbeurs in Utrecht, Zoholics Benelux. Meer dan 300 bezoekers kwamen opdagen voor hét Zoho event van het jaar Zoholics. De dag begon met een aantal plenaire sessies waarbij er voornamelijk
How to include css/html on all pages in a Customer Portal?
Hi all, Im currently building a customer portal in Creator. What the best process of adding external css styles and html so all the pages in the customer portal have the same style? If this were a website I would create a header/footer php pages and include
Conditional Assignment Question
I am trying to make it easier to onboard new employees. I have setup Conditional Assignment and most work, but any that use an employee number don't work as it requires me to enter a number. Is there a way to copy the number from the Zoho One employee
Sous-fomulaire - CRM / ZOHO WRITER
Bonjour à tous, Petite question pratique. Es possible de créer des documents de fusion zoho writer en masse à partir d'un sous formulaire zoho crm (Dans un module personnalisé), mais pas sous forme de tableau, mais plutôt de répétition ? Je détaille
Standard Plan - How to record payments
Hello, I am new to this but after all the reviews I am trying to like Zoho. I finally received some customer support and was told that the standard plan would be sufficient for my little business. I have spent countless hours getting things setup on the
Export Attendance After Review
I am looking for a way for users to trigger an export of attendance data out of People. The use case is that we use the Attendance feature in Zoho People to log our employees' hours. Unfortunately, the punch in / punch out functionality can be a bit unreliable,
what permissions should my accountant role have
Hello i want to create a new role in my org for an accountant, i'm wondering what permissions should this employee have, especially if they were from outside my organization. i want them to only access modules and data an accountant is supposed to access
Zoho times out on searchRecords request
Hi I am using a block of Deluge code to check all my contacts that dont have a scheduled call for them and then if they don't sheduling a call. I have 6000 contacts with about 70 percent of them already having scheduled calls. Its the 30 percent that
Is it possible to have Zoho CRM campaigns show as a calendar dashboard?
Hi, is it possible to have all of our campaigns (direct mail, email, etc.) from Zoho CRM Campaigns module show up into a calendar? Preferably as a Dashboard in the CRM? It would help to visualize all of our past, current and scheduled campaigns into a
Quote Frustration
Hi There It seems I can create a quote, but how do I then email that to a customer? Is there a function somewhere for attaching the quote lines in the email? Why have a send email button in the quote if you cant attach the quote as a PDF or even a table?
Exporting ZOHO Activities Report into Excel
Hello, I really need to get some filtered data from ZOHO activities into Excel. This are the filters I applied, under the Activities tab: 1. Activity Owner is: Status is Not Started Created Time is between 1st of the month and last day of the month
Tip of the week #21 - Stay connected with your applications right from your inbox
A fortnight back, we introduced eWidgets for Zoho TeamInbox. With this feature, you can now be connected with other applications right from your inbox and get more done with your shared inbox platform. Here are some of the eWidgets that we offer. Zoho
Update prices for items
Hello to all, let me explain my need. I have to change every day the prices of a lot of products (more than 10,000 and growing). This is because the prices are in USD and every day there isn exchange rate change. I cant give a tolerance margin, because
Custom lead fields not showing up in the page layout
Hi, I've created a custom lead field. The field shows up in the "Edit Page Layout" but when I go to view the actual page layout, the field is not showing. I've tried changing the field to a different type, have tried different labels, have tried deleting it and creating a new one but it never shows up. In addition to this, re-arranging the fields in the "Edit Page Layout" mode no longer has any effect eg. shifting "Skype ID" to the top of the page has no effect when I go to view the page. Any help
New revamped version of calendar (with enhanced UI and features) in Zoho Mail iOS app.
Hello All, In the latest version of the Zoho Mail iOS app (v2.8), We are thrilled to unveil the revamped version of Calendar (with enhanced UI and features). Redesigned views: Introducing an agenda view, 3-day, weekly, and monthly views to help you
Improve multi-organization support in Zoho Cliq on iOS
I have been using this feature on iOS for 3 months on a daily basis. It does work … but it is not practical because: *1 - there are too many steps needed to change account* A chat is based on instantaneous answers. So if a have different talks in different
New enhancements in the latest version of the Zoho Sprints iOS mobile app
Hello, In the latest version (v1.2.11) of the Zoho Sprints iOS mobile app, we have brought in the below enhancements. Clone item inside the Item details module is now supported. New timesheet settings added in the web app (sprints.zoho.com)
De-Duplication
Hi, Within the CRM you have the ability to De-Duplicate Contacts based on email, is there a way to do this on Dataprep?
Zoho CRM incoming Phone notification to Cliq
How to get incoming phone notifications to Zoho Cliq? Thank You
Help With Function to Populate a Field
Hi all, I have a field in the Accounts Module, Intacct ID. When an opportunity is created it is associated with an Account. I would like for the Intacct ID that's on the account page to flow through to the Opportunity form. I think a function triggered
Zoho Meeting or Zoom
We subscribe to Zoho One. I noticed when we try to add zoho meeting it says that it is not included? Further more, We use Zoom Meetings for our weekly sales meetings. This is a meeting where all of our internal sales people come together. Would Zoho Meeting be a good replacement?
Custom service connection
after I added a custom service connection, I can't connect to it, and the status is still disconnected even if I made it connect ! if anyone has the same scenario? thanks in advance
ZohoCRMウィジェットで「ZOHO.CRM.CONNECTION.invoke」、「coql」を使用して情報を取得したい
ZohoCRMのWebタブに表示するZohoCRMウィジェット作成しています。 JS SDKの「ZOHO.CRM.CONNECTION.invoke」でcoqlのSQLでZohoCRMから指定の情報を取得したいのですが取得できません。 ・Webタブのウィジェット上で「ZOHO.CRM.CONNECTION.invoke」を使用して通常のレコード情報(「https://www.zohoapis.com/crm/v3/API名/」)の取得は出来ています ・ZohoCRM関数でDelugeでのcoqlによる情報取得は出来ています
Modify lead status from email templates
Hi everyone! So, I'm adapting the leads module to fit our Follow Up workflow (which has a lot of tracking on each customer), and I want to make it as simple as possible for my people. To do that, I want them to be able to change the Lead Status from the
Zoho Forms Attachments Missing
Hello Community, I created a Form to be sent as a link to my Contacts on a template email so they can fill the form and attach files that must be saved on their Contacts Profile on Zoho CRM. The problem is, in every submitted form, some attachments are
Multiple attachments field in Travel Expenses module
Hello, I've added an attachment field to the Travel Expenses module. Is there a way to give users the ability to upload multiple attachments? Our need is to give them the ability to upload all the invoices and receipts for their expenses. Thank you
Upload / add custom emojis / reactions
Hi! I'd love to be able to import / add custom emojis / reactions. There are a lot of cute / fun ones out there that I'm a little addicted to thanks to Slack :-) Thanks!
Zoho Website Design
To Whom It May Concern; I am looking for a life insurance industry Zoho web designer. Thank you!
Stripe, books and e commerce
We take online orders through ecwid which we have tied into stripe, It is automated with a stripe clearing account etc. in our company it is important to be able to find individuals invoices so the office has been creating a books invoice with the payment
using checkboxes inside conditional fields in fillable templates
Hello i have checkboxes in my fillable document that i want to include in conditional fields how can i do this? what oprator to use and what value to check for? i tried using "field is 1" and "field is TRUE" but neither have worked please help than
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