Autofill Email not Accurate
Hello, I have uploaded all my contacts to Zoho Desk. When I go to reply to a ticket i will often use the autofill feature. The issue is it is not taking what i am typing but rather showing autofill options for my recent contacts. for example if i type
Dependencies or Subtasks
I have a main task, with 10 sub tasks. I do not want anyone to be able to mark the main task as complete, until all the sub tasks are complete. is the only way to do this via dependencies? and if yes, then is there a way to bulk set all the sub tasks to be the predecessor or the main task?
Traffic sources no longer showing in Analytics, it says "forms.zohopublic.com"
Hello, For some time now Analytics is showing our traffic sources as "forms.zohopublic.com" for all those visitors who fill out zoho forms. This means that we cannot see what traffic source generated these forms/conversions. It used to work before but
Where are Page Aliases in Google Analytics?
Hello, I have a multistep form on my website (Diventa cliente | Amotive) and I activated Google Tag Manager tracking. It's working perfectly. My question is: where do the zf_page values show up in Analytics? Thank you Antonio
Forwarding Meeting invitations in Zoho calendars
I am perplexed as why Zoho Calendar does not have a meeting forward feature when meeting is scheduled by an external stakeholder ? We can only forward meeting emails, which shows up like emails rather than meetings..
Alert Admin when fewer than X contacts added within Y days
One issue we have experienced a couple of times now is our Syncs not working. While we can work with your team to resolve and fix the issue, sometimes we can go a few weeks without realizing the issue exists. We would like a feature/option to send an
Discuss module is now supported in the latest version of the Zoho Projects Android mobile app
Hello, In the latest version of the Projects Android mobile app (v3.5), we have brought in support for below enhancements. Discuss module: You can access the Discuss module from the navigation drawer (please refer to the GIF below) and create chats
Bulk Update of Tags by Bank Account
Would like to be able to bulk update reporting tags based on balance sheet or expense accounts. Many entries are recorded without a tag and going back to correct is impossible. Bulk update of reporting tags for the USA would be great given that branches
Users can now delete their Zoho Account from within the Zoho Campiagns iOS mobile app
Hello, In the latest version of the Campaigns iOS mobile app (v2.0.15), users can now delete their Zoho Account as per Apple's guidelines from within the mobile app. To delete the account, please follow the steps mentioned below: Go on to Zoho Campaign's
Does a Portal User's actions trigger Workflows?
By The Grace of G-D. Hi, How are you? If a Portal user updates a field, Does it trigger the workflows like regular CRM Users? Best Regards, Yossi
Inventory Item Quantity Change Webhook?
Hello, I'm curious if there's a way to have a webhook triggered when an item quantity changes either via a receive, shipment, or invoice? Internally it looks like the functionality is there since Inventory pushes quantity to Sales Channels upon change,
How can I find the "helpCenterId" ( or where is it ? )
Hello, We want to create an api request based on documentation found on : https://desk.zoho.com/DeskAPIDocument#Contacts#Contacts_Invitecontacttohelpcenter How can I find the "helpCenterId" ? Where is it located in Zoho Desk ? Thank You
Does Contacts and Deals have a column named Contact_Name
Does Contacts and Deals have a column named ContactName because I cant seem to find it. If so what is the API's name for this column in both tables?
JOIN Contacts and Deals (COQL)
How to write a query to JOIN Contacts and Deals using COQL?
Is there a way to assign templates for specific user ?
Hi, Just wonder is there a way to assign templates for specific user ? For example: There are multiple templates for sales order, I wish to assign user A with template 002 only. User A cannot used or change to others template. Thank you
How to display specific branch address on pdf based on the selected branch in sales order ?
Hi, I had enable branch functions, is there a way to display specific branch address on pdf based on the selected branch in sales order ? For example: I had created sales order for branch A , how to make it display branch A address in pdf ? If sales
Trying to trigger zoho com module from Zoho books invoice
We would like to have a module in our CRM that shows only certain purchases. In our case salt that customer purchase on a regular basis. Introduced myself to flow and setup a rule that the invoice line item must be one of three things- Great. Next create
Subsidiary Companies
So my company has effectively multiple subsidiaries or brands. We'd like to be able to post jobs as brand specific. How do we do this in Zoho Recruit?
Community Digest: Samenvatting van Juli 2022
Beste Community leden, De maand Juli is alweer voorbij en dat betekent dat het tijd is om terug te kijken op wat er in deze maand is gebeurd binnen de Zoho Dutch Community. In Juli hebben we weer verschillende Tips & Tricks mogen delen. Lees meer
2021 Recruit's improvements
Hello, Happy New Year and all the best for you all. I come to you with a list of things I would love to see coming on Zoho Recruit in a close future. Feedbacks of other users interest me too. First of all, I have to say to me Recruit has almost all the
Zoho Recruit - A Half Baked product that should really be in BETA!
A product full of limitations and features that either suck or just don't work! So, we've been trying Zoho Recruit for a week now and all we have come across is problems after problems. Sure the Trial/Evaluation is free but the time we invest (read: WASTE) in trying the half baked product costs way more than subscription cost! Something Zoho should try and make their team understand. Raised a support request on Monday and till Friday no response or update. Called support to find out - and was told
Modifying "Missed Activity Reminders" List
Is there any way to modify the pop-up window layout, that is labeled "Missed Activities Reminders"? We are trying to modify the layout to show a bit more detail in the listed items of this window. For example, adding the contact or account name associated
How do I link the Quote number to Sales order and/or Invoice instead of the Quote name?
Hi, I have noticed that when I create a quote and then convert onto a sales order, the quote subject appears on the sales order. I had a look a this and it is a lookup field so I tried to replicate the same with one for the Quote number but no luck, it
Unlimited Subforms
Like really why can't Zoho develop the ability to add unlimited subforms it would really improve the user's experience, the problem that we are is that we have quote, now when inserting the products we would like to filter them by categories or sections
Switch to yearly
L.S. I thought of switching my Zoho-One subscription back to yearly, since it is now Aug 1st, however I have already until Aug 20th - how can we arrange this? Boom
how to correctly merge multiple PDFs in one PDF file?
Sometimes we get multiple PDFs containing essential details and it becomes a jarring moment when we want to send those informative PDFs to others as it may create a mess because they are separated. But here I found a solution, a tool that can do this
Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Au cours de ce mois d'été, nous ne cessons de vous faire découvrir les produits Zoho. Nous avons continué la découverte de Zoho Inventory à partir de la série "Gestion des stocks dans Zoho One" , avec les sujets sur la gestion de vos commandes
Red Exclamation Mark - Import History
Has anyone seen this before? There were 947 records, only 400 updated but nothing shows in skipped? (See attached).
how can I reset my Zoho Books account ?
After finish testing in books, I want to start again with real data.
Trigger incoming call popup via URL?
MS Teams own PBX system is offering to open an external URL if there is an incoming call. So we could open an url like https://crm.zoho.eu/...../?123456789 where 123456789 can be the phone number. Is it possible to trigger the "incoming call popup" with
Report of the Week: Top Tags in Zoho Projects
Advanced Analytics for Zoho Projects now supports the "Tags" module. This enables you to create reports over the Tags in Tasks, Bugs, Milestone, Projects and Timesheet modules. This week let's see how to create a report over your Tags data. Follow the
I want an api collection for Zoho project
Is there an api collection for Zoho project? I would like to import all collections into Postman. I have found them in the cliq api and the CRM api, but I couldn't find the project collection.
Roll up does not affect to milestones
Hello to all, when I mark roll up into a project the task lists duration are modified depending on the duration of the tasks under the task list, but does not happen the same to the Milestones, the Milestones duration are not modified for the task lists duration that are attached to the milestone. Does anyone why can it happen? Regards, Luis
Auto apply Pricebooks with Client Script
Hey there, with Client Script Zoho introduced a powerful tool to help with data-entry. Now I am wondering: Could Client Script help with auto-applying pricebooks/discounts? The use-case: We have different customers that negotiated different discounts
I am confused between IMAP / SalesInmail / Pop
Hello, So I recently purchased Professional plan for 7 accounts in my company. For some reason, I (super admin) managed to set up Gmail within my Zoho account, meaning Gmail is mirrored within my Zoho account perfectly. For my colleagues, It doesnt work,
How do I import data from Infusionsoft?
I have been a user of Infusionsoft and I am making the switch to ZOHO CRM. I need to move about 2000 names over. Can this be done? Thanks
Zoho Sign/CRM Integration
When using Zoho Sign within a Quotes record, the Sign document does not relate to either the Account, the Deal or the Quote despite being generated from a Quote that has the Account and Deal linked.
Zoho CRM client script - Showconfirmation with checkbox
Dear sir/madam, I am struggling with the following: I have made a client script for a Field event. It is a very simple function, but if I reject the message the checkbox is still checked. I am using the following function: ZDK.Client.showConfirmation('Bevestiging mailen?', 'Ja', 'Nee');
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"Chat about this email" through Cliq is error
Hi Zoho, When I clicked the button Cliq (Chat about this email) on Zoho Mail. It didn't work. So I thought I have to integrate Zoho Mail into Cliq. I followed the below instructions. https://www.zoho.com/mail/help/cliq-integration.html I clicked on the
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