Les meilleures fonctionnalités des applications de calendrier !
1. Programmation des événements Parfois, la partie la plus difficile de la programmation d'un événement est de le planifier. Certaines applications de calendrier intelligentes comprennent des fonctions de planification d'événements qui extraient automatiquement
Trigger workflow when data Import being imported
Hi, I have created a workflow to be triggered during form submission, the workflow will insert a new record in another form when the form being submitted. Scenario : Form A -> Submission -> Insert Into Form B I would like to know is it possible to
Viewing only Replies in TeamInbox
Hello, I've added a few inboxes and it seems to be showing all the emails I send out which is great, but I don't see a setting to only show people who reply to those emails. Is there a way OR a section where I can just see people who are replying to the
Changing the replyTo of a created thread from a create ticket request
Hi, Good day, I just wanted to ask if it's possible to change the `from` of a thread that was created when a ticket was submitted. The ticket contains a third party form from formstack and the `from` of the created ticket is defaulted to the formstack's
Connecting TeamInbox to a email group or alias
Basically what I want to do is send any emails that go to info@domain.com into a team inbox group. Zoho hosts my email so not sure where I am supposed to create that email and how to direct it to team inbox. Do I create and email group? An alias to
Attachment Problems
Hi Team, Im trying to send an email including attachments (PDF) but Im getting this error in top: "Sorry, this action could not be performed now due to an internal error. Please try again later." Any ideas?? Help!
Tagged Views
Our organization uses tags extensively, and some tags have been applied to a few hundred email messages. Until last week, viewing a list of over 200 tagged emails was not a problem. Now, when trying to view any list of tagged emails that has more than
SMS link
So Zoho Sites easily supports creating a tel: link, to let users click a phone number and automatically open their default dialer, but is it possible to create an sms: link to open their default texting app? Something like this: <a href="sms:+14246724146&body=
Need a totally separate subscriber in same account which will be accessed by other person in team
Need a totally separate subscriber in same account which will be accessed by other person in team. separate subscription list, campaign and reports.
Converting a sales order to Invoice, but changing the customer on the invoice
Hello! My quotes and sales orders are usually recorded to the end-user account. some times I need to invoice a different entity. I would rather not have to change the "Account" on the sales order because that info gives me actual purchase history. Accounting
Adaptation of the new Spanish billing regulation
¿Zoho tiene previsto adaptarse a los requisitos de la nueva normativa de facturación en España? Imprescindible para poder seguir usando el programa sin problemas. Gracias
Same Bank Account in Zoho Expense and Zoho Books?
Is there a way to add a business bank account which has a debit card that is sometimes used for expenses, to Zoho Expense to track the debit card transactions, when that SAME bank account the debit card is for is in Zoho Books and also functions as a
Initial setup
I'm trying to make a team inbox using an email alias that currently only comes to me. All the email is done through zoho mail. However when I try to process this I get the error message an internal error has occurred please try again later. I've tried
Cannot Reply to Emails
The last several days when we hit reply, the 'reply to' email field is not populated. We have to manually copy the email address into the field. Today the buttons for reply, reply all and forward do not work. When we click on them nothing happens. This
Are the first 7 digits of the Contact ID unique to a CRM Account?
I am looking for a confirmation from someone with this knowledge. It appears that the first 7 characters of the 19-character Contact ID are unique to a CRM account. Am I correct? The 7-digits do not relate in any way to the CRM Account ID so I don't know
Field Dependency in Task Fields
Please consider introducing field dependencies such as you are doing it on Zoho Desk. Yesterday I was customizing a Task layout for the first time where I did require to relate 2 fields and I did assume that Projects would already have this feature because it was already being presented in another Product from Zoho but to my surprise I've found out that there isn't a dependency feature in Projects. Below is the "Field Dependency" option menu from Zoho Desk. This feature is not a full fledged solution
Repeat issues with performance/speed and no resolution
Hello, We have a reasonably high usage org with Zoho Books, and are constantly being plagued with massive issues with speed/performance/load times. We have been having this issue for a few months, and over the past 2 weeks this has become increasingly
Workflow Rules Upgrade - Allow Custom Functions To Return A Value
If the Filter Triggers allowed a custom function to return a boolean or int number, many more custom filters could be created making it much more versatile.
Cannot access mail from Mac after password change
After changing Zoho mail password on the server, my Macmail even with new password gives message "unable to verify account name or password."
Is there any way to generate a 'report' in CRM that lists Contact IDs?
When I create a Zoho Sheet from a Contact List, I am given the Contact IDs. When I create an email template, I can insert the Contact ID. But, when I create a report in CRM, I do not seem to have access to the Contact IDs. Am I missing something? Does
Add ability to restore to previous version in Mail Merge Templates
We had an issue here that a user modified (badly) a mail-merge template. While the document properties shows 26 revisions there is no functionality in CRM Mail Merge Templates to revert to a previous revision. I would like to be able to restore
Mandatory fields
Is there a way I can make a field mandatory when I move it to the next pipeline stage? I am using BIGIN
How to invoice a service that occurs over a certain period
Hello all I am having trouble figuring out how to do this. My company offers a service that continues for a year. I take the payment upfront for all the amount. From what I have read is that I can use a retainer invoice to receive the payment and register
Inconsistent display of text size in Zoho TeamInbox
Font size in the Zoho TeamInbox user interface is not displayed in the correct size but a couple of points larger. And when the email gets delivered the size of the message text is different from the signature text despite being set the same size. I have
Custom Button on Scheduling New Appointment on Potentials Module
Hello, Can someone help me to achieve this process? From the Potential view I want to add a custom button to schedule a new appointment on a existing Potential. I want the user to be directed to the scheduling link pop up with Potential Name, Email and
Group Email to Create Ticket
We have several people providing support,and we are all currently part of an email group (Support@mycompany.com). This keeps us all in the loop on current issues, which allows us to pick up where another leaves off. Is there a way for Zoho desk to use this group email to create tickets? Currently our Desk App shows our emails are not working because forwarding is not enabled. But Forwarding is not available for group emails. What can we do in this scenario? Thanks for any assistance.
Form on Zoho Sites - alignment and duplication
I have 2 questions about Form on Zoho Site. Question 1 The form I created appears great in the form editor (aligned in two columns) and I like this layout (see the left image). But when I publish my website, the form only appears in one column so it goes as a long long list (see the right image). I want the form on my website to be aligned into 2 columns just like in the left image. How can I achieve that? Question 2 I'd like to make another form that is similar to the existing form (I just want
Emailed Chat Transcript Logos
When our chat transcripts in SalesIQ are sent out to the person we chatted with, the email contains our logo at the bottom of the transcript email. No matter what, the logo appears very distorted and ugly. I've resized both our Company Logo and Favicon
Cancel website
Hello, I would like to cancel the website bodyplantaus.com with immediate effect. Before doing this can you confirm that my other two websites remain intact? They are: sunrise media & entertainment.com.sg sunrise media.com.au Thanks - Chris
Automatic Translate
The translation tool that is built in is great but it has no intelligence built into it. It needs a section for excluded phrases that should not be translated such as web addresses, these should never be translated as they don't change based on the language
Signature Possibility via iframe?
Hi All, i know there are a few topics already stating this can't be done but I've stumbled across this https://github.com/szimek/signature_pad check out the demo seems to be clean... and i was thinking to run the .js and .css on our own server and embedding it as an iframe then getting a cal back function to add the image url to the record or use that url t upload it straight to zoho? i know this is slow but i can't think of any other way soho creator will let it work Possible or waste of time?
How to create Sub Menu or Sub Section
Hello Support, Please share how to create Sub Section/Menu under Main Section/Menu in a application. Regards Vinod Kumar
CRM Workflows ; Is or contains, line order etc...
Pourriez-vous m'indiquer ou trouver des explications claires sur la façon de rédiger les workflows. Je passe / PERDS beaucoup de temps a essayer différentes formules mais certains résultats sont parfois contradictoires Quelques questions : Différence
Mail going to Spam
Hello, Ever since the last Zoho update all my standard mail that I used to receive via Pop/Imap are going to Spam folder or Zoho. I even added some of the emails in the allowed list and it's still going to Spam. Please advise asap. This is for desktop,
Need information on Zoho Creator
Dear Team, We are currently working on exploring no-code capabilities of Zoho Creator application for our organization. Problem Statement: 1. We are currently maintaining Project Lifecycle Data on Google Sheets and different teams manually input data
Client Portal Including ZohoSign, Projects, Desk, and Books
Hi, I am relatively new to Zoho Creator, so I'm not sure how to go about achieving this. We want to create a portal for our clients that shows ALL of their stuff in one portal instead of having separate portals for each zoho application. Basically,
date time and currente date time
hello im creating a grapg or a page snippet on where user can view on real time the expected date time of a ticket minus the actual current sisteme date time so i can create a graph or a report that is green if expected date time has not expired related
getRelatedRecords not working while getRecords is working
So i have the following code that gets all the records ( at least the first 200 ) of my custom module: notificationLines = zoho.crm.getRecords("Notification_Lines", 1, 200 ); for each notificationLine in notificationLines{ //info notificationLine;
Scheduling a survey every quarter
Hello, I've a survey that needs to be sent to a specific group of Zoho users. The survey should be sent every quarter. How would you automate the sending ? The questions is not specific to Survey. I guess another zoho app could do the job, and sent the
Lead Source on webform not being included
Ok, I'll ask the question here since support has literally taken 3 weeks to get back to us. When I asked for a status update they started asking for information we had previously submitted to them again as if they had never seen the issue. Meanwhile they
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