Option to convert "Closed Won" Potentials to Sales/Purchase Orders or (better yet) to a new "Current Business" module.
As "Potentials" implies business to earn, once it's earned or lost we have different requirements for that data rather than having the backlog choking up current potentials that we're tracking in the sales funnel. To keep "Potentials" cleaned out, we
Schedule Zoho CRM Analytics Dashboard Report
Hello, We create some reports with charts or comparing tables on analytics module of Zoho CRM easily. That's really so useful. But unfortunately, schedule report templates are quite insufficient, the system send to us only long long csv data files. I
Unable to add a notebook
Windows10. The + Notebook button seems to have died. Is there a way to revive it?
Keep 'New Post' Dialog Open
It would be great if there is an option to keep the 'New Post' dialog open after posting to selected social networks are completed. That way when there are of networks and only a few were selected to send a post and the same set has to be used for subsequent
[WEBINAR] KPI dashboards—an indispensable business enabler
Here’s an interesting piece of trivia. IBM once reported that 2.5 quintillion bytes of data are created everyday, worldwide. However, nearly 90% of that structured data goes unanalyzed. This data is known as dark data. Now let’s switch gears to your business.
Deleting event issues
I created a recurring event in Zoho CRM Calendar and it shows in Zoho Calendar. The problem is it still shows in Zoho Calendar even after I deleted it in Zoho CRM. Some I can only view or cancel. When I click view a message pops up in bottom corner.
All my emails are going to spam
Hello, All my emails are going to my recipient's spam folder. Please help as this is perturbing our productivity. Best, Miguel
Converting to one currency within report
Hello - my business has sales in various currencies - ZAR, GBP, EURO, CAD and USD to name a few. I have created a report that shows monthly sales by rep. It's made up deals in all of these currencies. I would like each deal to be converted to USD. Is there a way to do this using a formula column? If so, i'd love some step by step guidance. Thank you!
Associate correct user with API transactions
Hello- I have a Zoho Creator application that performs actions in Zoho Books and Zoho Inventory via the REST API's. For example, one transaction we perform is creating packages in Inventory. Currently I have Connections set up in Creator that are authorized
Change over Time Graph (or Trend Line Graph) of Daily Average of Staging Duration
I'm not sure if my question title does explain my issue but I will try to explain it in detail. We are creating dashboards which include staging reports created with data from Zoho Desk. The main report on these dashboards has a bar chart which shows
Spread value between start and finish dates
hi there. I have a project value, start date and finish date. I'm hoping to spread the project value evenly over the months in a chart, rather than the entire value being in Jan 2022 just because this is the start date. See attached what the chart looks
Importing Records Into Vertical App
Hello... My clients will need to import records into my vertical app. For example, they have 150 employees and will need to import them into the system. There are fields that are custom lookup fields that are not importing. In doing research, I believe
Les 2 limites qui font de Zoho Campaign une Tesla avec une batterie de smartphone
Après 2 mois de réclamations et des dizaines d'heures perdues avant de pouvoir bénéficier de la synchronisation ; ça y est l'intégration CRM-Campaign est en place avec la dernière version de campaign, les Segments, la simplication des choix entre Campagne
Custom buttons fail to open non https/https links like tel://, sms://, sip:// and sips://
Hello, I'm currently trying to add functionality that would require the use of certain URIs. For the immediate moment I'm needing to use those that are listed in the title of this post (with or without the "//"), but I'd like to future-proof my request
replay as same email address isn't working
my main email account is bxxx@xxxx and i set them to reply as address the mail was sent to but it isn't working since it still sent as my main account setting received email from Twitter as twitter@xxxx but when i reply it sent as main account instead
Public Publish of Zoho Sheets (Spreadsheet)
I want to publish my zoho sheet so others can view the spreadsheet without having to sign in like zoho docs. When I go to share the only options I have are to add collaborators email by email ( no thank you) or to allow check in/check out. I see no publish
Sync Stock Inventory between CS-Cart and Zoho Inventory
We are building an add-on to sync data between CS_Cart and Zoho. Unfortunately we are stuck with the sync of Products Stock Quantity. As per the add-on whenever a product is created in CS-Cart, it will sync in Zoho. That same product will be actually
Early Access for Zoho Payroll Washington
Hello everyone, Here's some exciting news! We are pleased to announce that the Zoho Payroll application for Washington state is ready to go live. As always, we are opening it up for early-access for our dear patrons. We would love for you to test the
Need to change Product Details
Hey, in the Product Form, we get basic details like product code, manufacturer. How do I change them and add my custom values?
Need to push zoho creator data into zoho projects
Anyone?
Can send email but can not reiceve email - this address does not exist
Hi, I can send Emails from my Account but even replying back on those Emails it say that this email address does not exist. Can you please help me urgently? Thanks
Since Tuesday our users have not been able to access most of the reports one of our core applications.
On Tuesday morning one of our our core applications suddenly denied access to all user reports except me. I am a developer not and end user and have administrator access. There are 3 other users with the same access although they also have been denied
Switching back to the old version of Zoho One
Can you switch back to the old version/interface after you have clicked on the button 'Nieuwe versie proberen'?
Zoho Desk Backend got Boxed
Hey, After I enabled by Custom Domain with Zoho, My backend got a bit boxed on left and right, it's cutting out element and I can't edit anything. How do I fix this weird issue?
How to know if a client open a e-mail send by Desk?
Hi, I wanna know if there some way to see if a client open the e-mail send by Desk, when i create a ticket or send a reply for him.
Multiple Accounts !!
Hi, I have 2 separate Zoho one licenses for my 2 businesses. Also, from time to time I'm connecting to a client's User for a period of time when developing. Sometimes I need to log into a client's Account for a short period of time for support. The way
Zoho Concurrency API Limitation
Hello Everyone, I can see where the confusion is here. Please let me explain how the API Concurrency limitation actually works (Read it, you will not regret it ) As all of you know, the concurrency API Limitation documentation provided says that there
How to use link in message of sendemail task
Hi, I am trying to use a tag and href for link inside the message, but it is not working. like sendmail [ from :zoho.loginuserid to :client_email subject :subject message :""<p><a href="https://www.w3schools.com">Visit W3Schools.com!</a></P>"" ] i have
CRM V3 Api
Hey Zoho Team, I've setup my client through the Zoho Api Console, obtained valid access tokens using the scope 'ZohoCRM.modules.ALL,ZohoCRM.settings.fields.ALL', and when I make a call to fetch deals: ``` const results = await fetch('https://www.zohoapis.com/crm/v3/Deals?fields=Deal_Name,Probability,Expected_Revenue',
Relative Date Filter
The Tabular View report is a useful reporting tool, except you are unable to use 'relative date filters.' Can you please add a feature that allows for relative date filtering while using the tabular view report
4 conseils pour une migration transparente des e-mails
À mesure qu'une organisation se développe, le besoin d'un service de messagerie capable d'améliorer la communication et la collaboration devient vital. C'est pourquoi certaines entreprises passent d'un service mail à un autre. Toutefois, compte tenu des
Spring - com.sun.mail.smtp.SMTPSendFailedException: 553 Relaying disallowed
I performed the tests with a test email, I was able to send the email through my application. When I changed to the production email, the error appeared "Failed messages: com.sun.mail.smtp.SMTPSendFailedException: 553 Relaying disallowed as aneto7@zohomail.com"
Adding Manual Journal entries for Account Payable and Receivable.
Hello, We are new user of Zoho. We are migrating from Sage to Zoho and i added opening balance of Accounts payable as per previous years. When i tried to add journal entries of account payable in zoho i got message that i cant add by manually. I already
Les Zoholics sont de retour !
Bonjour à tous, Nous avons (encore une fois) une bonne nouvelle à vous partager : nous allons enfin pouvoir nous rencontrer ! Et pas dans n'importe quel contexte, mais lors de notre conférence annuelle : les Zoholics ! Mais que sont les Zoholics me direz-vous
Disable Customer Vendor Portals
Hi, is there a way to disable the customer and Vendor Portals in the system. We have seen the option to not enable this when creating Customers and Vendors. However, we want to disable this across the board so that it is not turned on by mistake. Is this
csv upload of mileage (UK)
Hi the help files aren't very detailed on uploading csv files for bulk expenses. I'm getting there very slowly with trial and error, but the system only tells me one reason it hasn't accepted the data each time, so I have to fix one thing and try again.
Wartungsarbeiten in EU-Rechenzentrum?
Wir haben extreme Zugriffsverzögerung in der Arbeit mit Zoho One. Gibt es irgendwelche Wartungsarbeiten oder dergleichen? Insbesondere wen man wieder in die Einstellung springen muss.
Logging a timesheet when NOT the Task Owner
Hi, I'm trying to log time to a task when I haven't been assigned as the task owner. Is this possible? If not, please add as a feature request. Use case: someone can be assigned a task and get help / collaborate with a teammate who is not assigned to
Zoho Projects - automatically upload form on Task Creation
Hello, We have a form that our engineers use once a job has been completed to sign-off that everything has been done and then can leave the site. Is it possible to automate this process in Zoho Projects, as in, when I create a task for the job, the form
Template with two different tables?
Hi all, I created a template for quotes with two different tables. The first table is working finde displaying product name and product description. The second should show product name, quantity, price and overall price. But it shows the same data as the first table. Can Zoho render only one table? This is the non working code. <table border="0" cellpadding="3" cellspacing="0" style="font-size:10px;" width="100%"> <thead> <tr> <td style="TEXT-ALIGN: center"
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