"Cascadable" Values from Account To Sales Orders, viewable on the "New Record" Form
I'm sure this has been requested before, but is there a way to set custom fields as "Cascade" for derivative records? Native fields like "Phone" or "Address fields" will be prefilled in a Sales Order when created on an Account that has these fields filled
How to add developer not user in zoho crm not sure may be from zoho one
Hi, I am trying to add developer in our crm; but can't found the option . Willl you please help or guide us on that . Thanks and Regards, Sidhant A.
Listing "Last Edited Accounts"
Is there a way to list - via a specific view, the accounts that have been recently edited (I mean whatever field has been edited)? There currently are views for Week or Last Week new accounts, but these are for newly created accounts only, not for existing
AYUDA PARA EDITAR UN PÁRRAFO DE BOT
¡Hola! Estaba viendo como funcionaba el zobot pero me surgio una duda , saben si es posible editar este mensaje, pienso que en un punto se puede editar pero no encontre alguna opcion . Esto sucede cuando activa el bot y alguna persona atiende el chat
TeamInbox - Configure Email Sending Delay
Hello, The feature in Zoho Mail to automatically DELAY a sent message by X minutes is a wonderful feature to catch mistakes before they are sent out. Is this possible with TeamInbox? If not, is it on the roadmap to add it in? Thanks
Logging task time in Creator
Using Creator I want to be able to log in task time. For example: If you are assigned Project A to work on and in Project A you have Task 1, Task 2, and Task 3 to complete. You're going to work on Task 2 so you log in your date/time and at the end of working on that project you log off your date/time. It will log that time and put it in that particular task. Then the next day you come in to work on Task 2 again and once again will log in and log out the hours you worked on that task that day.
accounts vs contacts
So contacts are people, accounts are like other companies and trusts and stuff (at least that's how we use it). i had a dumb office assistant for 3 months. She put several people in as accounts or as both. Its really frustrating because I can't get
Possibility to convert non-ascii characters to ascii in Deluge
Hi! I am making a function that automatically creates emails for participants in a project. I am currently trying to convert all non-ascii characters that might be in a users full name to ascii characters. I can't seem to find a built-in function to do
Stipend/Commission or Payout
Hi team zoho. How can we show a payout or commission or incentive to a sales person or a anybody. I am not getting any link how to show this transaction. Also as there is provision of TDS deduction on such payments how to handle this. Regards Vivek
Commission Tracker
Sales Team enters Opportunities in CRM. One Field in CRM module opportunities will be populated with a number. Based on this number sales person receives commission. Commission is progressive and due monthly. Example: if revenue is up to 6000 Euro, then commission rate is 35%, from 6000 - 7000 commission rate will be 35%...and so on. There are 4 commission stages. Report shall show, each sales rep per month and their earned commission. Everything must work as custom module in CRM. Report must be
Commission Rate
Hello, I want to know the function of "Commission Rate" on the "Products" page.Is there any calculation after inputing the "Commission Rate" field?
Implementing Multiple Commission Plans
I am looking at implementing two different comp plans in to my Zoho One , both are very different plans, and one includes volume/time based accelerators. Anyone experienced in doing this? Any problems?
Not All Custom fields are syncing
I have some custom fields in CRM for which I do not get the values in zoho campaigns. What could cause this issue?
Sharing commissions?
Hi, I was wondering if there is a way to split commissions between 2 or more salesmen? I only see commission recorded when entering a product but what if I have salesmen with different commission %s or if 2 salesmen worked on the account and will split the it? do you have a solution for this? thanks in advance for your thoughts! Nadine
How to delete immediate sync by other users?
Hi Zoho MA Team, I am newbie to Zoho MA and I am having problems in immediate sync. Since the maximum limit per module is 5 only, I want to delete other user's immediate sync which are inactive. But I got this error. Delete permission for Leads is already
Het zoekveld voor deals is nu beschikbaar voor de Facturen Module in CRM
Beste Community, We zijn blij om het zoekveld voor deals in de Facturen Module te introduceren. Tot dusver had de Facturen module standaard opzoekvelden om records uit accounts en contactmodules te koppelen. Aan de andere kant hadden de modules Offerte
Form Integration to CRM
Hi, I am trying to update a record in the Leads module with the data from a Form. I have added the Zoho CRM advanced field and mapped all the responses to a field in the Leads Module. However, when the form is being submitted, I get all entries but
Workflow for email notification when files are uploaded in a WorkDrive (external) team folder
I want to notify my client when fileS are uploaded in a folder by batch, not per each file created. Basically I upload something like this on their Team Folder: filename time of upload projectA.1.jpg 1:00pm projectA.2.jpg 1:03pm projectA.3.jpg
Zoho People Newsletter - July 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our July newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many more.
How to restart repeated posts?
I had a set of posts scheduled to repeat monthly, but the maximum time I was able to set this up for was 6 months. It's now been 6 months - how can I repeat those posts again for another 6 months (or preferably, indefinitely)?
About Client Scripts
What are the two uses of this client script? UI.scrollTo('myElem') →What element should I specify for 'myElem'? UI.highlight('div1', {time: 1000}) →Where should I specify the element for 'div'? I saw the html in the chrome verification but could not solve
input vat
Greetings On 26.10.2021 we made an expense entry and by mistake, we added customer instead of vendor & claimed 15% where as it was supposed to be vendor without 15% vat. VAt returns have been filed and now I cannot change the entry. Please guide me in
Create a product with variable date, like a subscription and send automation e-mails
Hi, I want to link a costumer to a subscription, but the start/end date for the subscription is always different. I also want to send automation e-mail (looking for an example) after i linked that product to a costumer and send an automation expire e-mail
Get Profile Picture from SAML Attribute
Is there a way to get the profile pucture for an agent or customer from our AD or MS Office and map them to an attribute in Zoho Desk? We want to automate the profile pictures from our employees just as we did with the lastname, firstname and e-mail.
USERNAME_NOT_SET error when creating an user
Hi, i am trying to create an email box (i.e. an organization User) through the API https://www.zoho.com/mail/help/api/post-add-user-to-org.html I get the USERNAME_NOT_SET response error even though i've passed both the primaryEmailAddress and displayName
How create audit logs or history of report ?
How create audit logs or history of report ? I know there is logs option for the same and check with selecting form; but we need in report. How ?
Zoho Workdrive for CRM doesn't work - error message
{"error":"App not found","status":false} already tried different browsers like safari, chrome, firefox. normally we use chrome. also uninstalled Workdrive for CRM and reinstalled it. doesn't work either. Problem exists since monday, maybe since friday,
Mail admin panel not working blank screen
Hello, when accessing mail admin panel here https://mailadmin.zoho.com/cpanel/home.do it is blank screen Tried from chrome, firefox and edge
Creating a new community
Hi, We want to create a new community. We are facing the issues with mapping a domain. Can you please provide the detail steps to create a new community? Looking forward for your reply.
Making Another community
We already have a community regarding our business. We are creating sections in our business regarding various topics. So I wanted to know how to make another community related to our business
Getting error while calling the Leave Booked and Balance Report API
Hi, I get the following error {"error":{"code":7213,"message":"The provided OAuth token is invalid."},"uri":"/api/v2/leavetracker/reports/bookedAndBalance"} The OAuth token is valid as I am using it in other APIs. Can you please let me know why this
Formula Fields lack decent capability
I am looking to create a field that shows the `Number of days since` a particular date. The date in question is the `Last Invoice` date, which is added to an account record via a deluge script. I currently have a script that updates this `Number of Days
ZOHO slow / spinning
Zoho seems to be very slow. It will not filter records and just hangs. What's going on?
Automated Email with Approval Process
Part of the approval process is setting up the emails that are sent to the approvers. Why is the system generated email still sent? Can this be stopped (see attached)?
Signatures as image attachment goes in spam can html signatures be used?
Hi I do not see any options to add html signatures . Is it possible to do so? See people have been struggling to find absolution since 5 years .Please let me know
Unable to receive verification code on mobile
Hi, I can't receive a verification code on my mobile device since yesterday. (+5518996612116). Domain name is : laborlopes.com.br How can i solve this? Thanks so much for your help.
Migration DMARC issue
Hi, Ever since we have migrated from one mail platform to Zoho mail, we have been experiencing issues with sending emails. We have checked our DMARC, DKIM, etc... and everything seems fine. Is there a reason why this is happening? Our domain is ok so
DMARC / Mail return issues
Has anyone else experienced issues with their mails after switching their emails from another platform to Zoho? We have been getting many error messages when sending emails. We have checked our DMARC and domain but everything seems O.K. Could it be an
How can I get the payable days from attendance form using deluge what is the label name of form and field?
response = zoho.people.getRecords(form name); what is the query?
Reply Action
When hitting reply or reply all in a ticket, the left side info bar automatically changes to Suggested Articles. We need that to stay on Ticket Properties. Having to click back to Ticket Properties every time is frustrating for our Agents. I searched
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