Nothing Showing in All Projects Feed (Only Showing in Project Specific Feed)
Hi there, Currently, I can only see feed information if I select a specific project. If I choose "All Projects", nothing shows. Is there a setting I need to make to show project feeds in All Projects?
Problem with scroll on tickets of a customer on resolution above 1920x1080
Hello, when I open a customer in full screen mode and click on "Tickets" there is no scrollbar. This means that I have no possibility to scroll through the tickets. Only when I reduce the window, the scrollbar appears. This happens in Chrome, FireFox
VirtueMart Integration
I need to integrate ZOHO with my Virtuemart (Joomla) estore to capture customer data and product purchases. I did not see an app in ZOHO marketplace for this. Any ideas on how to integrate and eliminate the manual keyed transfer of customer records? Thanks,
ZERO Sorts between One and Two instead of before One "1, 0, 2, 3, 4"
We use numbers in our Task "Priority" field from 0-9. 0 is our highest priority while 9 is the lowest. When we sort our task list by ascending order, the list shows priority 1 before priority 0, followed by priority 2, 3, and so forth. Please fix the
Problemas correos saliente y entrante deshabilitado
No puedo enviar correos desde mi cuenta de email, ingreso a la plataforma y me aparece que saliente y entrante esta deshabilitado, intento activarlo pero me dice que es una opcion de pago, sera que me pueden ayudar, es algo urgente no recibo correos desde
Is there a chat feature on Zoho recruit? if yes, then where is it? I need to chat with my delivery team for progress of a candidate
Is there a chat feature on Zoho recruit? if yes, then where is it? I need to chat with my delivery team for progress of a candidate
Cannot connect to server during IMAP Syncronization (Outlook & Apple Mail clients)
Suddenly, having trouble connecting for IMAP synchronization. Started with slow responses and now cannot connect at all from either my Outlook 2007 client or using Apple Mail on IPhone. Task 'Synchronizing subscribed folders for info@harmonyremoterepair.com.' reported error (0x800CCC0E) : 'Outlook cannot synchronize subscribed folders for info@harmonyremoterepair.com. Error: Cannot connect to the server. If you continue to receive this message, contact your server administrator or Internet service
Remove apostrophes from returned string values in formulas in Zoho CRM
Hi, Using the following script/code '${Förfrågningar.Företag} presenterar ${Förfrågningar.Gatuadress}. Ansvarig Mäklare ${Förfrågningar.Förnamn}' Where i fetch the values of certain fields in the "leads" module (renamed). I am receiving the following
Print Days Bookings for offline use? and please fix navigation <&> !
Hi, anyone! A questions...and request? 1) Is it possible to print out the days bookings so that staff not using computer can see what appointments we have for the day? Reports ONLY show the number of bookings, not who, when and what is booked for each
Zoho User Groups (ZUG) in-person meetups USA (Eastern and Midwestern cities) July 12 - August 11,2022
Hello Zoho Campaigns users, It's that time of the year when we all get to meet each other. However, this time we are going to come out of our online setups to catch up in-person. Our next leg of Zoho User Groups in-person meetup is going to take place
How to access Product List Price in Database
I have a large volume of products and am exploring creative ways using custom functions to add them to price books and assign a list prices without having to do it one by one. I can't seem to find where the list price and product-pricebook association
Unable to find the URL needed in order to use the Iphone version of Manage Engine Service Desk Plus
We have Manage Engine Service Desk Plus Cloud version. We do not have inhouse servers. How can I find the URL that needs to go in the application on the Iphone when we first open the app? It's asking for URL and port number. Our company name is Certified
Zoho Desk Multi-Select Lookup
Hello, We are trying to sync our Zoho CRM with Zoho Desk and set up the contacts and accounts. However in the Zoho CRM we have used a multi-select lookup field for contacts with more than one account registered to them. So in Desk, there only seems to
Duplicating module for building purposes
HI - I need to create a custom module in my CRM that has the exact fields of the Sales Orders module. Looking for a short cut so I don't have to recreate each field again. - Any way to duplicate a module? Thanks
How to automatically add users to a new project
HI all, I have a small team and we generally are all involved with any new project. How can I have my team members automatically added to a newly created project as opposed to having to add each person manually to every new project?
Referrer
Hello While I am looking at the entries of a form I see an additional field: Referrer Name What is it exactly? Why does it appear there though it is not designed there on the form? This is the form that I am talking about where I see it https://forms.zoho.com/sridhar/report/WeeklyInspectionofProcessingFacilities_Report/records/web I have attached the screenshot of this entry Thanks & Regards Sridhar
Using ZC to control electrical relays
Hi, I'm trying to find a way to use ZC to control real life electric appliances (lights, etc.). Is there a way to use ZC to control electric switches/relays? Did anyone ever tried that? I cannot find a relay that would work with a rest API call. Thanks
How can i customize app theme color?
Hello, Am using Zoho Creator Professional Edition. I have created a app, but am unable to customize my theme color. After search around the forum i found some solutions https://help.zoho.com/portal/en/community/topic/how-do-you-make-a-custom-theme-in-zoho-creator But, i didn't see the "Customize" option under the "Application Settings" menu (see attachment). Where can i find these settings in Zoho Creator? Thanks in Advance.. Thanks, Selvamuthukumar. R
Please add a feature to turn off the "reference number" field on Sales orders / Estimates
We need to display both Sales Order # and Reference (or PO) # on our invoices. But unfurtunately we can't carry forward both the Sales Order # and Sales Order Reference # to our Invoices. To get around this, I've created a custom field in Sales Orders
Cant Reply, Reply All, and Forward
I have issue that i cant do these action: what should i do to solve this issue? Also, I have a question, when i look into Ticket by SLA report, i add column called Agent Responded Time, but this column always empty. is that any action required to make
Expected Revenue Calculation based on Probability
Hi, I am wondering how to create in dashboards a KPI (number) which would reflect sum of amount of expected revenue for this month based on probability of each deal in sales pipeline. The only number I am getting is either the sum of all amounts in the
How do I add a post from Zoho Social as a #Reply to a current tweet?
I am trying to send a post via Zoho Social and I would like to appear it as a #Reply to an existing tweet. Is this possible? Something like 'Reply to a tweet' option in #Chirrapp:
VAT Calculation on Mileage Claims
It seems that Zoho is calculating VAT on mileage claims in a clever way. It seems to be calculating VAT on part of the mileage claim (the fuel part - presumably using HMRC approved rates? e.g. 17p per mile) and not on the rest (the difference between
Milestones - must they always include a tasklist? Is there a way just to have task(s) within milestones?
We like using the milestone feature for project organisation and visualising the Gantt chart, however we have no need for "task lists" in some milestones because some milestones might only include 1-2 task. As far as I can see, I cannot assign Tasks to Milestones - I can only assign a Task List to a Milestone. Is this correct or is there something I am missing? Having to setup a task list makes the system look bloated and creates unnecessary clicks and confusion when there are only a few tasks required
Updating a field with a link in an email
Any thought? I want to send an email to individual leads using an email template. I want then to be able to click on a link in the email that updates a field in their record. Is this possible?
Estimate Line Items in Retainer Invoice
Is there a way to have the Line Items from the estimate imported/showing in the retainer when it's created automatically? It's tedious to have to enter each line item manually after the retainer is created.
Writer - Fillable PDF checkbox and radio graphic size can't be changed
Hi, I am testing Writer for the fillable PDF function. I have added Checkboxes and Radio buttons but these are tiny! I can increase the click area using the sizing handles, but this does not increase the actual graphic/icon of the tick boxes and radio
Tips and tricks #61: Convert a table to a chart using the Show app for Android
Imagine you are preparing for a business presentation, and you decide to use a table to represent the revenue data over five years. After creating the table, you realize that a bar chart would more effectively depict the data. Now you don't have to create
Change organization to global.
Hi, I have an Australian company. When registering in Zoho One, I received an account of the Australian version (one.zoho.com.au). The company works online and all prices and transactions are in USD. At the same time, the AUD currency is indicated in
How do I automatically generate a new sheet from a template?
I have a template in Zoho Sheet that I'm trying to use to automatically generate a spreadsheet. I was looking through the Zoho Sheet API and I found a way to create a spreadsheet through the API but it only creates a blank spreadsheet and not one that
How to cell.content.set when the content is a mailto: hyperlink?
Here's my code to set a cell value with plain text. resource_id = response.get("data").get("id"); // Put some data in the sheet params = Map(); params.put("method","cell.content.set"); params.put("worksheet_name","Order_by_Athlete"); params.put("row",1);
Launching AI-backed product recommendations for ecommerce stores
As Zoho Campaigns steps into its 11th year, we're taking our first step towards artificial intelligence as part of our ecommerce module. Your emails—be they regular or automated— are equipped to carry unique and targeted product recommendations based
Mobile push notification API
Is it possible to integrate ZOHO CRM with Firebase Cloud Messaging to send push notifications to the custom apps. Or does ZOHO CRM has some library or sdk for it. Scenario is i have my app installed and working in client's phone (both Android and iOS), now i want to integrate ZOHO such a way that i can send push notifications to my app through ZOHO CRM platform.
Live editing of workflows is now upgraded
Workflows users will now get a chance to make changes to the existing set-up without any complication. Earlier, whenever someone made any changes to the existing workflow that was active, a new version of the same workflow was created. Those who entered
iPad issue
Hi, I always use my iPad for Zoho at home in the UK. I am currently abroad and the ‘Save’ button on the CRM aswell as ‘Send’ for emails are not working. Anyone know why? Thank you.
Enable Telephony & PBX providers in Egypt
Dear Sir/Madame, I was trying to enable telephony on my CRM and i was wondering if Zoho does offer or deal with any provider from Egypt. We basically don't have a local PBX system in our office and we were wondering if we could get that from Zoho. Regards,
Introducing right-to-left content editing and custom return-path
With a host of updates planned for our tenth anniversary, we are also delighted to add two more. Previously, you could type your content in the template editor from left-to-right, now we are also enabling you to type right-to-left as well. Earlier you
<join limit exceeded> error when executing a query using COQL
I have executed the following query (using COQL): { "select_query":"select Owner.first_name,Created_By.first_name,Modified_By.first_name from Accounts where id is not null" } but I get an 400 Bad Request with the following response, { "code": "LIMIT_EXCEEDED",
"error":"invalid_redirect_uri"
Hi, 1. I have created a client app at https://accounts.zoho.com/developerconsole using dummy redirect url http://127.0.0.1:8080/. 2. I then followed the instructions at https://www.zoho.com/crm/developer/docs/api/auth-request.html to generate a grant
Changing Teams names?
Our organization has gone through some changes, which resulted in the change of our Teams names. I need to update our Zohodesk accordingly. Is it as simple as editing the Team name and changing it? What happens to all the previous tickets under the old
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