Get the logged user ID in zoho CRM (zoho.loginuserid does not work because it returns the email)
context: I made a function on the deals to create quotes based on the deal information so the user does not have to fill all the form on the quote, so you press the bottom and hula! you have a new quote and don't have to fill anything but I'm having a
Ran out of currency fields
when creating new fields I have run out of currency fields - please advise a work around
No more picture size adjustment?
It looks like when drafting a reply and inserting an inline picture, you're no longer allowed to modify the size of the picture once it is in place. Previously, you could click the picture to bring up a dialog bar at the bottom of the picture to change
Validate using Function like in Zoho CRM
Currently, in Zoho Desk, we can only validate field values using standard criteria. When will Zoho Desk give us the option to validate fields using a custom function like Zoho CRM does? Given that Zoho CRM already has this, I would think this would not
Apply Blueprint to Tasks
Is there any way to create and apply blueprints to Tasks in Zoho Desk? If not, can the Zoho Desk team comment on why that is the case?
Picklist does not populate after typing initial letters
On my Contact layout I have built the tab settings to allow easy maneuvering for Users when adding a new record. Tabbing to a picklist sets the focus but when the User starts typing the initial letters for items that are ON the picklist, nothing happens.
Creative ideas for a Single Company/Multiple Addresses Picklist (or similar)?
Many of our clients are a single entity but with multiple Branch locations (e.g., Phoenix Branch; Scottsdale Branch; Sedona Branch; Tucson Branch; etc.). Zoho - at least how we are doing it - is a pain to work with because we either have to type in the
Problem with the sender name
hi, every time I sent an Email with the zoho crm workflows it appears that the domain is "noreply@zohocrm.com" how can I change this?
I want to update a task in zoho project api
I want to update a task in zoho project api. I am passing custom item values but it is not updating properly. How do I pass the value to update? I am attaching a picture, the value of Body is dummy. My guess is that it is because of the way the Body value
Colour From A Drop Down
How can I get the background colour of a cell in a report table to change when a certain option is selected from a drop down box? Thanks, Fraser
What's New—July 2022
Hello everyone, At Backstage, we believe it's the small things that make the big picture, and this month's been about just that. Our existing features have undergone quite a few updates and enhancements, and we hope you can see the difference in how
Resizing of signature within a record template
Hi There I have two signature fields that get dropped onto a record template, my issue is that they get imported at a huge size which means they run off the report and then don't even appear in the PDF or print options. Is there anyway I can control the
Schedule Tiktok post
Do you have plans on Schedule Tiktok post feature?
Shares + cash tracking
how do you make an investment account in Zoho books that can track both stock shares and cash?
Item custom view: reporting tags
I am unable to add reporting tags in the Item custom views, the criteria only allows for fields that are customized in items. Do we need to update all items associated with reporting tags to the customized fields to get the view in Items we frequent?
Search in the hole name of the item
Hi When you are adding an item to a estimate, you start to type the product name but its mandatory to type the original name in the same order, it was better if you can type any word of the item name. If you have a item named: "Pack of 12 matcha tea bags"
Create custom view where lead is untouched and creation day is yesterday
Hello, is there a way to create a Custom View showing all the untouched lead where creation day is = yesterday? Thank you Antonio
Form publishing
Hi, I want to publish a form. I can see, that the appearance of the form can be set. That's fine. But I want some fields to behave differently than for application users, or just want to hide some fields in the published form, because they were created
Gantt and tasks not in chronological order
Why do the Gantt and tasks not show in chronological order by default? It is annoying to have to manually reorder everything, especially on a large project with hundreds of tasks. Surely the first activities should show first? The chronology Gantt view
Help with IP
GoDaddy need me to edit the zone record by pointing it to an IP Address, I've recently learnt that Zoho don't provide IP's I need the change the site linked to a domain and apparently this is the way to do it. How can I do it without an IP!? PLEASE GET BACK TO ME
Modify Send Email button in Custom Module
Is it possible to modify the Send Email button in a Custom Module? I want it to send an email using the email field I created for the record. I get an error when I use the Send Email button that says there is no email field. Attached is screen grab with
Some UTF-8 symbols are incorrectly stored
This is a shared problem between creating tickets over the Desk API as well as using the built in editor to edit tickets. Say you have a ticket and want to edit its contents to: Original content as desired Then only ⏩ will render correctly after you save the input. The other emojis will be replaced by question marks: Emoji are replaced with question marks Same thing happens when I try to create a ticket over the Desk API using the same string as above and transmitting data as JSON / UTF-8 (Content-Type:
Adding a column like Zoho Records id
Hello, I am sending zoho crm leads to another application. I need to create a column to separate records with successful URL submission and records which fail. I should be able to assign values in these input deluge commands, but I don't want it to appear
Blueprint Integration Help
Hi There, We recently started using Zoho Desk, and we love it!! So I need some help regarding the issue we face, and just wondering how we can resolve this or at least minimize the issue! My agent will send an email to the customer and request documents
*** Feature Request *** Annotate PDF & Templates
Hello, there I would like to request Annotate PDFs as a feature request. I know others have requested it but hopefully the more requests you get might help it become more of a priority as opposed to a someday feature. I am considering moving from Evernote to a different note taking app & Zoho Notebook seems like it has quite a few good features. However, I use the annotation feature quite a bit so this would be an important factor for me I would also like to make the suggestion of using Templates
Cannot send email to some email address
Dear Customer support, I have applied ZOHO workplace free plan today and I cannot send to some email addresses. The figure below is error shown as a response from your system. Please support me to solve the problem.
Send+Archive
Is there a possibility to send and archive the received message with a single click? I always have to send and then archive. On gmail this possibility happens....
Sandbox deployment fails if deployed all at once or in the wrong order.
We found that sandbox deployment will fail if the changes are deployed all at once or in the wrong order — presumably because of dependencies in the deployed items. Ideally, the deployment process should recognize the dependencies and deploy in the proper
Payroll
Why is your payroll books restricted to USA and India only and not GCC, do you guys think that in UAE we do not use payroll or salaries that we can account for. How is it that you say it’s based in demand, how can a company use Zoho accounts and not need
Item Custom View: Copy favorite
Requesting the ability to duplicate/copy a (favorite) custom view vs. new customized view & having to reset fields and filters. In most cases it is a share change or a slightly modified view of the Items to see. Thanks!
Ticket prices pulled from Eventbrite are wrong
I've setup a ticket in Eventbrite for £82.50 and selected that we absorb the fees. So £82.50 is what the ticket purchaser pays. The tickets aren't yet on sale but in Zoho Backstage they show as £88.35. Can this bug pleased be fixed - it's very confu
IMAP stopped working - Paid Premium Account
The service is TERRIBLE ! IMAP stopped working on our account twice now and no emails are coming through I logged a priority call 2 days ago and have had no help. No reply. I am a paid premium customer. This is not ok. Zoho needs to fix the syncing issue
Zoho Sites Customization
I need to make changes to my landing page. Can you please provide information on how to customize the following: 1. Link Home page to Logo - I want to remove "home" from my navigation bar and make the logo linked to always go back to the home page.
¿Widget example with jquery Zoho?
¿Ejemplo de widget con jquery Zoho?
Changing Survey Source in Cloned Email Campaign
I cloned an existing email campaign that includes a survey. How do I change the survey source in the new email to point to the new survey I created?
Free Plan - Survey 10 Question Limit
I am currently on the enterprise trial and created a survey with over 10 questions, when the trial ends will this survey still be usable?
Create links without mailing them
Hi, Is it possible to create a list of unique loginlinks without having them mailed? (these links will be mailmerged and send by paperpost to the users)
Zoho Inventory - Walkthrough
Zoho Inventory is an important part of Zoho's suite of applications, particularly designed for small to medium-sized businesses. It is a cloud-based tool and includes an application for both Android and iOS devices. Besides being exceptional inventory
Zoho Inventory - Facing Challenge with Printer
Hi Everyone! We have a client trying to print product labels from Zoho Inventory on their printer ZebraTLP2844. But it seems like Zoho Inventory does not offer support to print product labels on such printers. Kindly let us know how to resolve this.
Global
This is the issue with Zoho. All you hear is false promises and apologies. What ai don’t understand is why segregate USA, India and GCC when the basic accounting methods and procedures are same globally. It’s like asking a chartered accountant to study
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