Document Editor does not show correct Field Content from Lookup Fields
Dear all, I do have a strange content showing in the Document Editor. I do have multiple Lookup Fields in a creator form like shown in following screenshot When I import this field into the document editor it does not show the content of the field, but
Subtask : having some parameters like owner, due date being inherited from task
Hi, I am having some issues with subtask creation. The way we operate in our business, most of our tasks and their subtasks are done by the same person. Is it possible to set some inherited parameters that would be automatically set when we are creating
CRUD Item Category API documentation
I am integrating Zoho Inventory and looking to find the API documentation about Item Categories.
Issue with emails from 3rd party websites
Example: I want to change the email address used on an account for a 3rd party website from a yahoo address to my new zoho mail email. I change it on the 3rd party website account page, and the site has a popup saying that an email has been sent to
why i am facing problem in uploading Zoho plugin on Wordpress website?
I am facing an uploading issue of the Zoho plugin kindly give me the solution. regards:
USD vs AUD
Hi Guys We buy in fixed USD, but we sell and pay in AUD with FX Rate changes eg.widget 1 is $100 USD (never changes) but we pay AUD $142 What id like to do is use the unit price in USD for PO etc in the products module, and be able to quote in AUD to
Scroll sliders rather than arrows for more than 10
On many modules where the data has more than 10 items, you have to click arrows to scroll thru them. If you do a search and there are 25 items, then you must click the arrow to advance to see the next set of items. This is very awkward. Why not have a slider that just scrolls, just like you find on the right side of your browser or any other program. Or at least have this an option to show data. It is what everyone else does.
Zoho CRM - Upcoming Features ...
Hi, We would like to inform you about the Zoho CRM features that we are taking up in the near future. Please go through this link. As a policy we will not commit any dates for any mentioned features. However we will try to roll out the listed features one by one in the period of 6 months time. We will keep you posted just in case we change our priorities with respect to any features. Thank you, With Best Regards, Dilip, Zoho CRM
Nothing New Here since last year.
Bit worried as there has been nothing "new" all of 2022 and it's now August.
Function-2: Round-Robin assignment of records
Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the
Unable to create a pie chart
Hi, I have a form with multiple fields (field A, field B and field C) and a field which is the sum of Field A, B and C. I am trying to create a pie chart for this. When i try to create a report, the option for pie chart is not enabled. Can you guide me with the right steps so the pie chart option is enabled. Thanks!
I want it to be able to batch tracking with expiry date.
We have expiry date sensitive products. We need to track their expiry date.
User field support for subforms
Dear All, Subforms help you add and track data related to your CRM records. We've always supported most of the commonly used field types in subforms, so as to cater to your business requirements. Now we're happy to extend support to a User fields. Here's
Bigin has been the worst CRM ever for us
The integration with office outlook worked, then broke, was then fixed, then broke again. This has made the platform unusable since we signed up. During this time Zoho have taken our money and refused any refunds, anyway we have had enough we are voting
Images are not displayed when click on it
Sometime when an image is clicked it is not displayed in the black square:
Domain Change - will Emails will still be around if I intend to keep users same?
Hi zoho staff! I have been using a registered domain with Zoho, but i am changing my domain due to rebranding. Will my emails still be around when i delete my previous domain and validate new domain under control panel? i will be keeping the same users: xxx@(new domain).com instead of xxx@(old domain).com. Hope to hear from you soon. Thanks!
Inviting a student to a course Trainer Central - server error
Good day I have a flow that ends with inviting a customer to a course in Trainer Central. It fails after some time with a server error. Can some one help with ideas on how to resolve this? See the attached document for the input and outut reports. Regards
What's new on Zoho Marketplace in July 2022
Zoho Marketplace offers 1,500+ extensions to help connect and enhance your Zoho products. Here’s a list of the new extensions released in July 2022. Extensions for Zoho CRM DecisionVault for Zoho CRM (Only available for US DC) Complete paperwork and upload
Lead ID - What is it and what should it be assigned to during import? The mandatory field 'Lead ID' must be mapped.
Hi, I am importing my contacts from another CRM via csv file. In the Data Migration section, it says the LEAD ID field is mandatory, but there is no information on what this should be mapped to? Error message shown: The mandatory field 'Lead ID' must
Count records between two custom modules (many to many)
I use this article to make a counter records between two modules. https://www.blungo.com/blogs/post/function-count-related-records-in-zoho-crm But when I remove an element, the workflow isn't triggered.
Site map
When i use the site map feature i see only 4 urls? Yet i have over 20 KB articles. How do i get my Knowgebase articles in the site map? Note no follow no index is not checked off.
Receiving a reply notify not working
The "Receiving a reply" notifications for contacts ist not working. We have added a E-Mail Template but every time a agent replys to the ticket the customer will just get this: The reply template looks like this:
Translations
Why is the translation of Zoho to Dutch far from complete and inaccurate? Half of the templates are still in English and the translation of words are terrible.
Custom all fields in DEALS
Hello, I want to change all fields in "DEALS".....How to do it because some fields are locked. Thxx
How to send the email in group while the reciever can not see each other's email address
How to send the email in group while the reciever can not see each other's email address is zoho capable of doing this? if can, how to?
Tested Zoho One for our company: The Result...I have no idea what app to use when.
Hi, I want to give my first-time user experience of Zoho One. Having set up and configured many apps, systems and automation for our company and other companies over the years I am pretty competent at testing new solutions. This brings me to Zoho One.
Zoho sites discussion
thanks for joing the discussion forum
No attachment button when composing a mail
Hello! Since some time, when I compose a mail, I don't have an attachment button, nor any formatting option in the task bar (the bar just above the text area where you write the text of the mail). There are some separators (gray vertical bars) and the spell-check button. Everything else has disappeared. I'm using Firefox, but I've tried on a different computer with a different browser (Chromium), and it's not better. I've played with the settings (trying to compose in a new window), with no more
Captcha on Zoho mail
Any one know what's going on?
Signature Formatting
Hi, I'm having some problems with my Email Signature formatting. It's really frustrating. I go and create a signature with my name, contact info, etc, all nice and well aligned, but when I create an email, it all gets messed up and it doesn't keep the alignment and paragraph spaces. What can I do about it?
Comments in Addition to Questions
I think it would be helpful if the questions box could be used as a comments box too. For example, the host could engage viewers by asking them where they're logged in from, and people could type their answers chat-style. Or, the host could say, "What's
{ Zoho Inventory ] Searching Many Sales Orders in one click
Hi all, is there anyway we can search many sales order in one click? Search those sales order separate by blank space or comma. Sometime we need to lookup many sales order but zoho inventory can not support .For example: Thanks
Im unable to renew my subscription
Hello, Im trying to renew my subscription and tried my 3 cards but none is working what is the issue please, need help.
Personal Inbox > Personal Sender Address Not using correct name
In my personal inbox, i have 2 personal address, with names assigned to them. When sending from any of the personal addresses, the default name is the one that always being used instead of the sender name. Please help fix this issue ASAP, as it's useless
How to hide recipients if sending a mass email?
Hey guys if I'm sending out a mass email is there a way to hide all the recipients so no one else can see them? e.g. when I send an email to two people if either one of them checks the email they can see who else the email was sent to. So is there a way to hide the recipients so no one can see them?
Sync Not Working
Zoho Analytics Sync appears to be down again. Have multiple accounts and when attempting syncs with various sources like Zoho CRM, Desk and Google Analytics the Status remains in 'Sync in Progress' without completing. This is at least the second time
Is there a way concatenate text from multiple rows into single cell?
I've build a delivery reporting system for a customer and they are looking to link the rounds data with route planning software, however as there are multiple lines generated for the same location (products to be delivered) and as such the route planning
Email Zoho Sheet API
Hi, Please suggest how do i email a zoho sheet residing on your server... i have docid with me.. ticketid and apikey. please let me know is there any api through which i can directly email a zoho sheet ? or how do i save zoho sheet from your server onto our server and then attach it in an email please suggest
WARNING! Don't upgrade to C6 if you have apps with lookup fields to other apps
After many months of being bombarded by the great new "environment" functionality, I could finally migrate to C6 on my Zoho One account. One of the items on the checklist to migrate is "Sandbox enabled in applications". I deleted my sandbox and upgraded,
Related List Link Target Type
Quick question, Is there a way to specify a link target type in a link created in a custom related list? I'm having trouble creating a proper "mail:to" link if there is an email hyperlink in a customer related list. Also, are you always forced to make a new tab on custom related list links? There are no documented attributes for these in any of the documentation. Please advise.
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