Can I report on a custom field
We want to create a custom multi-option field on either contacts or accounts that can be easily be reported on every week? I can't find any documentation to support this?
Automatic Date of Confirmation
Hello, Is it possible to help me with a custom formula for an automatic date of confirmation in Zoho People? I would like the field "date of confirmation" to be updated automatically with a date that equals 3 months after "date of joining". Thanks,
Email has wrong time zone
Hi I have changed all the settings that I can find in relationship to where I live (eg NZ), but my email still show an incorrect time stamp on them 7 hours ahead of our time. How do I fix this please.
I would like to retrieve the data of images uploaded by CRM and send it to a cliq channel. and send it to the cliq channel.
I would like to retrieve the data of images uploaded by CRM and send it to a cliq channel. and send the data to the cliq channel. What data can I pass to notify the channel as image data? "image": [ { "Description": null,
Report Folders
Hi Is there a way to delete Report Folders in the CRM - not just hiding them. As we start producing more reports for different departments, I want to clear up the area abit Thanks Natasha
Recall email
In Outlook when you send an email that has errors you can recall it and send a corrected one. Is that possible with zoho email as well? Thank. Marion
Editing Numbered Lists
When editing articles that use numbered lists, I have run into the issue of not being able to customize. The biggest problem with this is when I need to continue a list from further up on the page, but I have edited a sub-list, and the numbering does
Email not sending or receiving
Hi My domain registered with zoho is envabe.com. I am facing a problem i.e. email are not sending and receiving. I tried to send email to some other account, it's failed. I tried to received email from other account its failed again. Following are the
unable to scan for virus
Please help I cannot add attachment; it says unable to scan for virus
Submit and Open a New Ticket Entry Layout
Hi, In the simplest terms I need a button/function/workflow called "Save and Create Another" which would save the already filled submission form and open a new ticket submission form with some of the field prefilled so the agent would only need to change
How do I set my Analytics Workspace as Shared
I added a new workspace for Zoho PEOPLE to my Analytics Workspaces. A previous ADMIN had added other workspaces which all show as SHARED. How do I SHARE the PEOPLE workspace which currently is listed as Owned rather than Shared TIA Greg
Is it possible to pass tax value instead of tax ids to sales order API request body?
Hi, I'm using sales order API to create a sales order and in the request body, there are the parameters for tax_id on both levels i.e items_level and entity_level. In my case, there are different tax values for different items in a single sales order.
Focus Group Webinar - Instant Messaging channel integrations for Zoho Desk
Hey everyone! This month, Zoho Desk released its all-new integrations with instant messaging channels. Instant Messaging channels are integral means of communication with customers that help deliver personalised customer experiences with real-time responses.
Auto Populate Data from One Module to Another
I have 2 modules. The parent module is Properties. The child module is Spaces. Properties stores data for an entire building including the city given address (single line), legal description (single line) and city (single line). To create a record in Spaces a Property from Properties will need to be selected. When I add a new entry into Spaces the Address is a lookup field that relates to the Properties module. I have the same titled and type of fields in the Spaces module as I do the Properties
Projects Plugin cannot Create Task - Permission Denied
I'm trying to use the Projects plugin to create a task from a ticket. Upon doing so I receive the error. "Permission denied. Please contact your administrator." The plugin is authorised and setup sucessfully following the guide. guide. https://help.zoho.com/portal/en/kb/projects/integration/zoho-apps/articles/desk-integration#To_integrate_Zoho_Projects_with_Desk
Email schedule not sending emails
Hi Since yesterday my programmed emails are not getting sent, any idea perhaps? Thanks!
Field Validation Function - How can I run on a Deal CREATE as well as an UPDATE?
greetings.. I am running some address validation logic using an onChange() validation on the field. When it runs during an edit/update Zoho CRM sends the Deal ID as part of the payload, so everything works. When it runs during a new/create operation,
Zoho Mail and Google Chrome High CPU Memory Usage
Is anyone else getting extreamlly high CPU usage with Zoho Mail and Calendar? Using this URL https://mail.zoho.com/biz/index.do . I am getting around 30% CPU usage. It goes away after I refresh the page but it happens very frequently. I have tried
【10/28(金)15:00〜】カスタム関数についてユーザー同士で学び合う勉強会
お世話になっております。Zoho コミュニティチームです。 Zoho ユーザーさまより発案いただいた「カスタム関数マスター講座」の開催についてお知らせします。 ━━━━━━━━━━━━━━━━━━━━━━━━ カスタム関数マスター講座とは？ ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ スクリプト言語「Deluge」を用いたカスタム関数の事例やコードを、Zoho のエキスパートユーザーの皆さまから共有いただく催しです。 今回は事例を聞くだけでなく、スクリプトをコピー＆ペーストしていただき、実際に参加者の皆さまの環境でカスタム関数の挙動を確認していただく参加型の勉強会となります。
Numeric field as User Filter not working
I'm trying to use actual values of a numeric column called "Long-Term Debt" as a user filter (slider option) but the slider wouldn't show any values. Last week, I've walked Zoho Reports support through this problem via online chat but am yet to receive any response. Below are relevant screen grabs again for your reference.
Zoho Social support for Facebook's new pages experience
The new page experience seems to be a permanent change to Facebook Pages. It has made it impossible for me to add Facebook Page or Instagram to my Zoho Social channels. Will there be any updates to the app to work with the new Meta Business Suite? Is
Copy subform values from one module to another subform in another module
Hello all, I am struggling with something and I would like to ask for help. We have multiple occasions where we need to create a record from an existing record and copy the existing subform in the new record. For example we have a custom module called
Help understanding the sequence of data operations when a workflow function needs the modified value of the field that triggered the workflow.
Workflow triggers on user modify Shipped which is a date field. That same workflow runs function which needs to use the value of the field just modified. // Get value from the record and field which triggered the workflow shipped_date = zoho.crm.getRecordById("Size_Run_Reservations",size_run_reservation_id).get("Shipped");
Unable to scan for Viruses on attachments. App update error message
I can't upload attachments, the mac desktop app fails to scan for viruses. Also getting a frequent error message saying the app failed to update? And advice please?
Attachments not able to scan in Zoho mail
Attachment aren't able to scan in Zoho mail. And not because of the size, there's just an issue apparently going on right now. Therefore, attachments can't be sent. Please fix this asap.
Anti virus scanning in emails
I notice that there is AV scanning in emails. But it is really annoying when I am unable to attach a file because, (a) zohomail is unable to scan the file (b) the file size might be slightly large and it takes huge amount of time to scan. Is there any
Make notes field mandatory in timesheet entries
How can I make the "notes" field required when users of Zoho Projects are logging their time? That is a control we've put in place using other timesheet applications, but I can't find that setting within Zoho Projects. Thanks!
Actual start and end date
Hello,
I have two questions:
1.- Can the milestone gantt be chronologically ordered? since the report "Chronological Gant" shows me the tasks separately and I need to see them together.
See image 1
2.- Is it possible to add a field reflected in a column that indicates the actual start date and the actual end date of a task? This with the purpose of taking indicators.
See image 2
Soft Phone Integration
I use a Bria Counterpath soft-phone and would like to connect it with my Zoho CRM so when i dial from the CRM the softphone receives the data and makes the call. is this possible?
Contacts Module - Layouts Vs Layout Rules
Good afternoon, I am a new user of Zoho One (still in trial period) and in the early stages of building our system. All of the videos I've watched on this subject advise on giving a lot of thought to your requirements before creating new layouts as they
Can't see unscheduled tasks in GANTT Chart
Hello, I have a project containing unscheduled tasks: If I move to Gantt & Reports > Gantt Chart > Unscheduled Tasks, I can't find any task: I need to see the tasks in order to set start/due date and duration directly from the GANTT view. How can I solve?
ZA Webcam and screen sharing
Can I record live webcam and screen share while in proctored exam? Or only screen sharing will be record
SQL databases and Zoho
Hi, I am very new to the world of analytics and data, I have a product that end users log in to. They create a profile that includes email address and mobile number. There are other fields for profile content. I want to run the product and look at how
Zoho CRM and Ring Central App Integration
Does Zoho CRM work with the Ring Central app? We integrated Zoho with Ring Central on our desktop but can't seem to make it work on the app with our iPhone. Would like to be able to make sales calls in the car from our Ring Central app and have the
MAT/MQT/YTD calculations
Hi, I'd need some help with calculations in Analytics. Having a simple table with data imported from local Excel, how can I do MAT, MQT, YTD and also MAT growth rate and MQT growth rate calculations for different products and countries. Knowing that the
Early access for instant messaging channel integrations
We're excited to announce four instant messaging ticketing channels—WhatsApp, Telegram, LINE and WeChat—for Zoho Desk. Integrating with these applications lets you receive and respond to real-time requests from customers through these popular platforms.
Billing Type change with specific customer and sub-category
Hi, We have 2 billing types "Billable" and "Non-Billable". We would like to change the Billing Type automatically when a Time Entry is created for a specific customer with a specific sub-category. Already tried Validation Rules but i cannot select "Account
Create and access presentations offline
Hello everyone! Imagine this: You are traveling this weekend but have to finish and deliver a presentation on Monday. Even if the network you're using is not stable or if there isn't any network at all, you can still finish your slide deck on time. With
Unable to add the Indian Bank Account
i cant add the bank account from India
Help Making Bar Graph: Which Stage each deal is in
How do I create a chart, Ideally for the home page but in a report or insights somewhere would be OK, that shows me VISUALLY which stage each deal is in? Here's something i whipped up in excel to show as an example: It doesn't have to look exactly like
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