Feature request: Detailed notifications
Right now, notifications are somewhat generic and unhelpful. For example: John Doe updated owner of Task in My Project It lacks the most important details in my opinion. Which <task/milestone/event> was updated? What was the <owner/start date/whatever> changed to? As it stands now, I have to click into each notification in order to obtain enough information to decide if I even care about the notification. Often times, I don't care about the notification! If the notification literally said, "John
Creator 6 - What's your experience so far ?
My company are looking to make the switch frm C5 to C6 but I am curious to know what everyone's thoughts are in general and if there are any bugs or hesitations that people have experienced.
Is it possible to push the total number of times an email has been opened to zoho crm from campaigns?
If anyone knows the answer to this it would be great to know how many times a client has viewed our mailings
Avoid triggering flow more than once on the same CRM module record
New to Zoho Flow here! I have a flow set up to post to a slack channel upon trigger [ Updated Module Entry, Filter Criteria: field X equals value Y ] on a deals module in Zoho CRM. I want to avoid multiple posts to Slack if additional changes in the
Zoho and online community website
Hi, I have been looking in Zoho CRM the last few months and know it will help our business in a positive way. Especially the account managers and the sales process. We are going to build an online community website where in the 1st phase we are going
Outlook 2016 Zoho CRM Integration
Hello, I'm not able to find the link to Zoho CRM addon for Outlook 2016. I've read several guides/articles, but looks like they are all outdated. The only available option in Marketplace > Microsoft > Outlook is the integration of CRM with Outlook 365.
Free third-party service for sending sms
I've looked into a few ZOHO CRM extensions for sending SMS and voice messages so far for mobile version of my site https://sloboda-studio.com/ . However, these are paid services. I'm wondering if there is a free, native method built into Zoho CRM, or
Finishing a task
Hi! How is it possible to change the settings regarding finishing a task? We were able to finish a task through a green finch in every module. However, at the moment the green finch disappeared within some modules.
Create button that only appears on certain layouts
I have a button that I have created for a module, but I only want it to appear on certain layouts. Is that posible?
Please Add a Cancel Option to the Back Arrow
When you're working on a campaign and are choosing elements in the left sidebar, there are two back arrows stacked on each other. The upper one takes you out of the builder and the lower one takes you to the previous menu. My logical brain knows this
Modifying custom function for record creation
Hey Everyone, Posting here to get some thoughts about an issue. My organization uses a custom function to transfer a record from Deals to a custom module (Lab Services). They are looking to move more info over from the Deals record, but I can't, for the
Zoho Campaigns - Multiple Languages & Multiple Countries Consent Emails (GDPR)
Hello, We serve multiple countries and therefore work in multiple languages. I have scoured the archives and cannot locate anything meaningful to explain how to create a consent emails in different languages or how to add filters so that French speakers get the French consent email, Spanish Speakers get the Spanish emails, etc. Any guidance on this is greatly appreciated.
(Blog Post) Zoho Analytics: Most Popular Integrations with Zoho Apps
A high quality data analysis will boost almost any part of your business. It helps you evaluate your processes, productivity and efficiency, as well as giving you insights about where your business might be lagging. That’s where Zoho Analytics top features
Update to Form Fields Error
I am making changes to zoho form, while viewing application, it shows. but other account roles do not see the new input box that has been added. I need help, please.
Sort by Total Line ( Horizontal)
Please add the possibility to Sort by Total Line ( Horizontal)
Filter Zoho Subscription Api with datetime filter
Hi, I am building an application which will fetch data from Zoho Subscription. All endpoints are working fine but like other Zoho application APIs in the subscription API documentation, I haven't found any reference for getting data based on the DateTime
Bar Chart -- Multiple Y-axes, separate scales
Hi! I created a bar chart ("Sales by Day of Week") X-axis: Day of Week Y-axis 1: $ Sales (this is a large $ amount) Y-axis 2: # Sales (this is a small number Here's a picture: http://screencast.com/t/YjIzNDk0ZG The columns for "# Sales" are tiny next to the columns for "$ sales". How can I force the two Y-axes to use different scales?
Budget based on project amount
Hi all, i have a problem with combination of Budget type= project amount and billing method= based on staff hours. If i enable this combination of budget oprions, in my project all the fields related to cost are not filled If i change the billing method
Can't save ticket layout in desk
Hello I have a problem when adding a property in a field in my existing ticket layout. After i have added the property i press save and it gives me the error message: " A layout with the specified name already exists. Please enter a different name." Which
Live Stream not showing Twitter notifications
Hi, I'm not seeing any notifications for Twitter in my Live Stream... I have 'Me' selected in the Twitter section of the Notification settings. Have I missed anything? Also, I can't select myself to receive Instagram Messages in the notification settings.
Zobot deployment
I am testing the Zobot feature and I have configured a rule so that it only triggers the bot if a specific URL is used. This is a test page but despite deploying the bot, nothing happens on the website. Do i need to deploy the Answer Bot for the ZoBot
Add :contains: search query term to Zoho CRM widget SDK
Hello, a frequent piece of feedback I'm getting from users of custom widgets I have built is adding the ability to search for a record using contains/like instead of equals or starts with. Starts with as a filter logic works great when the value being
Poplulating Mobile field in ticket form
Hi, Would it be possible to have the Mobile field populating in the new ticket form?
Zoho Flow sync Zoho CRM Meetings with Outlook shared calendar problem
Hello, I'm trying to sync Zoho CRM meetings with a shared Outlook calendar through Zoho Flow. I can create an event in Outlook calendar, but I can't update it when a Zoho meeting is modified. I keep getting the following error: Outlook says "The OData
Getting Error : Report Cannot Be Joined
Looking for some advice. I am getting the following error when trying to join reports in a table view I am trying to Add "DueDate" from the Table "Eagle _Network_DueDates" to a pivot table primarily built on a table titled "Eagle_All_Hours_Report" by
salesiq sticker issue, not sharp
We are using a custom sticker but it's not sharp because it's a bitmap file, png or jpg. Why can't we use svg file which is very sharp as it's a vector format? is there another option? please allow customers to use vector graphics
Integration of People [leave tracker] into projects
hello, is there a chance to display the leaves from people in projects? it would be helpful to see leaves in the ressource plan overview. thanks, LP
How to delay a flow until a crm deal is (automatically) created
HI, I've the following process, which inludes a flow. - a zoho Form is submitted (containing fields and uploaded files) - Fields are push to a deal in CRM - Files are pushed to zoho Workdrive When the files are uploaded by Forms, a zoho Flow is triggered.
Task duration using import tasks
Hi, I have come across a very basic problem, which I haven't seen in any other project management tools elsewhere, the import feature does not provision for duration of tasks during the import process. Instead Zoho calculates the duration of these tasks automatically based on the start and end date. This is just not done!! You need to provide for uploading basic data parameters for critical features like task and its duration, how can one create multiple tasks without specifying duration!! I may
Introducing Design on Canva for Social in CRM Plus
Hello everyone, We are excited to announce that we have integrated Canva with Social in CRM Plus. You can now create and edit designs for your social media without leaving the application. About Canva Canva is a graphic design platform that comes
Duplicating/Cloning Views
I have asked about this before, but I really, really could use the ability to duplicate/clone views. I have many views where all I need to do is change one criteria - however I have to recreate the whole thing all over again each time. Am I missing something
Zoho Analytics Seems to Forget Zoho Projects Data Structure
I am in a proof of concept with Zoho Projects and Zoho Analytics. Management wants to see how long tasks are with specific users in specific stages of a project. I came up with a query to give us a pseudotable (a view) which would neatly provide that
Edit Time Entry in Grid View
It would be great if we could edit our time entries in Zoho projects using Grid View displaying by week. This has become incredibly popular due to the ability to see the big picture of all projects and entry titles, along with daily totals. The problem is, to edit an entry we have to go to list mode, add/apply filters, change date ranges, and more just to make a change. When an entry is added in Grid Mode the new entry is added above the grid, and there is a little edit/delete cog where the entry
New User with permissions cant see any data
Hello, Just added a new user with standard permissions but all of her database seems to be empty with no candidates found. I've checked the user page and the account is activated. Any ideas on this problem?
subscribed iCal not updating
hi there, I've successfully subscribed to a few of my iCals in Zoho Calendar, can see them; however, when changing/adding/deleting events in Apple Calendar app on my Macbook Pro M1, the updates sync very sporadically when manually updating the calendar.
Password History
A lot of websites require passwords to be changed frequently. This issue is that they require the old then the new password. When I past the old password and generate a new password I loose the history on the old password so if the website does not
SMS for free. Native.
So far, I have explored many ZOHO CRM extensions to send SMS or mini-messages by phone. However, these are paid services. I would like to know if there is a native, free way that comes by default with Zoho CRM or if otherwise it is a paid, third party
Mail send from GMAIL image signature not loading
I connect my Zoho to GMAIL (I use only GMAIL). When I send email from GMAIL the photo from the signature (Small PNG) not loading. The setting: The email (No image). **Zero docs, You need to guesses what to do and spend hours for something very basic
DeepLink for Zoho Projects
Hello, I'm trying to put my android app open a Zoho Projects with Deep Link. But I can't find the correct URL I should use, I can put opening the Play Store already with Zoho Projects but not the application directly. Can you tell me the URL for deep
Turn on "Public" for all projects by default
Is there anyway to have every new project set to be "Public" by default in Zoho Projects?
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