What are your best practices for deleting Pipleine stages which are in-use.
Our Pipeline is big, and messy. What are your best practices for deleting Pipleine stages which are in-use. Is it to filter on the to-be-deleted stage, re-assign to a different stage, then delete the unnecessary stage?
Appended crm_entity_id variable to a webtab for Zoho Form to recognise what record to update
Hi guys Im creating a portal that requires a lot of data to be inputted by customers. Rather than giving them one long form to fill in, I want to display smaller forms for them to fill in. Each form should be accessed from web tabs across the top of the
Adding a "company name field" to the advanced web forms.
We are trying to implement you web form into our website, but we need the companies name to insure they are still on support for our product. In the web form tool you have provided we have renamed one of the fields "company" but we cant seem to find
Assign Task to Dynamic User in Workflow
Hello, I am working on a module where there is a picklist and the request is to have the user that is picked be notified via email and assigned a task. I can create an email notification and assign a task through the Instant Action section under the
Importing My Leads from Excel - They all have the same created date
Hi, I have about a years worth of leads I'm importing from excel into Zoho. In Excel I have a column for MM/DD/YYYY of when that lead came to me. But when I import into Zoho, they all over October 10th, 2022. That's kind of worthless to me, because I
Zoho User Group (ZUG) in-person Meetups - MEA region
Hello everyone! We are delighted to announce that we've opened up registrations for ZUG Meetups, October - November 2022. We have some exciting topics to cover at our upcoming meetups, to time and again, familiarize and implement new Zoho advancements
Create CRM Meeting in Leads
Currently when we book an appointment through Bookings in the Zoho CRM it adds the meeting to the contact. Is there a way to have the meeting be under the lead? Most of our workflow is based off the lead. Thanks
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Possible to see utm_content value in analytics
Hi, I can see utm_source and utm_medium but is it possible to see the values of utm_content? Google Analytics has it appear under the "Ad Content" dimension. Is there anywhere to see what the value is in Pagesense analytics? Many thanks Jon
Tickets have default shopify mail as adress
Hey i tried using it but all tickets that come in trough the contact form have mailer@shopify.com as the email. Is it possible to instead of having that email to have it with the email the customer used?
Vertical Align in Zoho Desk Solutions
I wonder if I'm missing some useful UI element: Is an easy way to do an image vertical-align within a KB article? Currently, my workaround is to go into the HTML code, find the image style and add vertical-align:middle; This gets quite tedious when
Add a "Limit" option when creating rules
It would be nice to have a rule "limit" when building and testing rules, which can be removed after a rule is verified to be working properly. Use case: When building a rule that may be complex and could potentially not work as expected or inadvertently
Scheduling in Calendar - FORTNIGHTLY OPTION
Hi there! A lot of my reminders or calendar schedules require a fortnightly option. At the moment Zoho Mail's Calendar only allows me a weekly option. Can we get this feature added? I'm using the calendar through the zoho mail app
Virtual Background
Please let me know if Zoho Meetings is developing virtual backgrounds as this is important while working from home.
Using lookup fields from Creator in CRM's linking module
Hello, i cannot bind/map/read in CRM's linking module a Creator lookup field. I am using customer names within a creator app and want to map them with the customer id from CRM to show the related datasets from creator within linking module. Any chance
Empty Cell Issue
Hi, I need something to keep cells empty on error. On other sheet-software both of these options work, but no on zoho. Option 1) =IFERROR(A1;B1;) This populates cells with zeros "0" Option 2) =IFERROR(A1;B1;"") This populates cells with an empty string
Can I create a PDF template for all modules? (Export to PDF)
I want to create a PDF template for the Cases module. Seems I am limited to only email templates that do not size well when printing/saving to PDF. I also tried creating a email template using the "Insert HTML / Plain Test" feature but this method doesn't
Spell checker not working when editing articles
Hi, Not a huge issue but the spell checker doesn't seem to be working in the article editor. Best regards Jon
Lost trying to use the Zoho Creator API v2
Hello, I'm having trouble getting started with the Zoho Creator API -- not even sure which client type to register. I have some business customers that log into my Zoho Creator app as Customer Portal users to add sales information, etc. Some of them have
Field no longer used counting towards look up quota
Hello! I am having an issue with the lookup field limits. My vertical app is published, but as I improve and make changes I am running into issues. Specifically with the lookup field limits. SCENARIO: I have a module called CARs. I have used all five
Tip of the week #19 - Automate repetitive tasks
Zoho TeamInbox lets you automate certain important and repetitive processes so you can save time and labor. You can choose from a variety of triggers and conditions that are available. Some of the processes that you can automate upon meeting certain conditions
Cliq shows half shared screen when maximizing
Hi, While in a meeting, when I try to maximize the other person's screen, only half of the screen is shown and the other half of the full screen is my open chats and the remote work badge that can not be removed. I can not minimize it again or end the
User provisioning & deprovisioning
Provisioning User provisioning is an identity and access management (IAM) process that involves creating user accounts and giving them access to resources. User provisioning guarantees that every user has access and privileges to the data they need. This
I cannot join tables within internal data source from Zoho CRM
Hello there, We have been sync'ing zoho crm and zoho analytics for a while. In zoho CRM, "Purchase Orders" and "Purchased Items" are 2 related tables on a same field, so I can export data from zoho crm, like 1 Purchase Order linking to 5 purchased items.
Select the associated bill number or bill type in Vendor Credit (Debit Note rather)
I am trying to create Vendor Credit Note, which is nothing but Debit note in standard terms, it is showing me error of "Select the associated bill number or bill type.", there is no option to specify bills associated. Can some one help on this? Here is
Zoho Sprints - Q3 Updates for 2022
Greetings everyone! We're back with the updates for the third quarter of 2022. A few new features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Provision for custom domain Ability
[Upcoming Webinar] What's new in Zoho Analytics: Q3 2022
Hi there! At Zoho Analytics, we provide a comprehensive analytics offering with an ever-evolving range of modern-day analytical capabilities. We seek to constantly enhance your analytics experience by introducing useful features that offer more firepower
Needed clarification on KPI Widget feasibility in Zoho Analytics
Hi Support, We have a common requirement in Widget to see Latest and previous values. Requirement : We need to see a comparison between the numbers in the "Payment Details" module. We need to see numbers with the same Time Period for all Widgets. We think
Best way to handle credit card disputes in Zoho Subscriptions and Books with Stripe
What's the recommended approach for handling credit card disputes for customers who use Stripe? For example, let's say we have a subscription for $100/year and in year two the customer disputes the charge. Stripe notifies us via email of a dispute and
Schedule calls on my website with Zoho calendar
I was able to embed the form on the webpage. But I am unable to edit the form or change its appearance to conform with my website's theme. Is there a solution? I want to able to customize the fields on the form as well as change the font and colors.
Generate a task from an email
Hi, Ive been trying to see if this feature exists so please let me know if i have missed it. if its not htre, woul dbne great to have it as new functionality. In our business often an email received prompts a workflow. I've setup the ZOHO Mail which
Additinoal email field not working in Webflow
Hi, The additional email fields does not send any emails out when creating a workflow. do I have to turn on email notifications? thanks
From Bigin to Zoho CRM
Hello Zoho team, Last week we bought Bigin Express, thinking that it will be enough for our needs. However, we now understand that we need a bit more and thus were thinking of moving to Zoho CRM Standard. Would the switch be easy or will we lose the money
Setting Default Fields for Tickets by Email
I've set the field defaults for some of our fields, but this only seems to apply for tickets created manually. A ticket sent in via email doesn't pick up these defaults. Can this be set or is this only achievable through workflow rules?
adding a service item to an existing item group and its variants
Hello I need to create multiple end user products which are a combination of item variants with an added servise For example, we buy a standard plain black blazer in both boys and girls sizes from 26" to 52". These can be sold to general public as plain
Tracking incoming orders (Containers)
I would like to track incoming sea containers and products but do not know exactly which is the best way to do it. Usually the process is like this: Order products from manufacturer -> Pay invocice -> Load productos into a container and import them ->
Inventory Adjustment Import Quantity Adjustments
I am uploading my .xls file to mass update the inventory in Zoho. I used the sample file as a reference on how to format my spreadsheet. However, it does not like the values in my "Reference Number" columns nor my values in my "Item Name" columns. I have
Combining Warehouses with Open Invoices
We have just moved all of our products from multiple locations (warehouses) into one location (Warehouse). We just totaled and added all existing inventory into the new location (Warehouse). But, we are needing to go back through and make sure open sales
Invoices in Arabic are blanks
when printing invoices items names dos not appear it is just blank why that happen i stooped using the service
Limited response to multiple saleorders api get requests.
Hi, I'm trying to retrieve multiple saleorders in as few api calls as possible from Zoho Inventory. However If I filter the call by the saleorders I want to retrieve I get a limited response which drops key fields including the products and addresses
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