Check for duplicates upon entering new record.
It would be extremely helpful if while entering a new lead for instance, when you typed in an email, phone number, or last name, the system would scan in the background for records containing the same data. Maybe at the top of the screen it would drop down an alert that says "Similar leads(s) found. Click to view." and it would give you the option to view the lead(s) in a new window/tab.
getDate from String ? Should be easy
This should be so simple, yet I'm having issues. I'm passing a date to a page parameter and then want to pick the value up for some labelling. The URL is passing : ...#Page:Dev_Home_Generic?startDate=01-Jan-2022&endDate=31-Dec-2022 and I'm trying to get
Mass or Bulk Delete Emails/Email History
There doesn't appear to be a way to mass or bulk delete emails or email history from Zoho CRM. This would be a great feature to add to better manage our data. If an email is 3+ years old, it really serves our business no more purpose, so we would prefer
Coupon für Produkte und Kunde
Wenn wir einem Kunden einen Coupon zur Verfügung stellen wollen, dann darf dieser nur für ein bestimmtest Produkt verwendet werden. In dem Pulldown-Menü "Coupon basiert auf" müsste der Wert "Kunde" rausgenommen werden und dafür ein eigenes Felde geschaffen,
Backdate sended mail
Hi, is this possible to send a mail on backdate ?
How to change CRM IMAP Server Parameters
I had set up my CRM to use my hosted Exchange provider and everything worked great but recently I switched to Office 365 and I cannot see how I can change my incoming mail server. The outgoing server I can highlight the values that are there and then change them and save but the incoming seem to be locked and I cannot change anything. I considered deleting the IMAP setup and starting over but then got a big warning that a lot would be deleted so I figure I'll ask here first to see if there is a
Is it possible to trigger an email every time an inbound SMS comes in?
Hello, my company's Zoho Recruit is integrated with Twilio as SMS Gateway, from which It is possible to send and receive SMS. Is it possible to set up a workflow though, that sends an email every time an inbound SMS comes in? As the volume of SMS increases,
Extremely laggy add new row on mobile.
Anyone else experiencing this?
Invoice Template item table
Custom fields are disabled in the invoice template options, setting width % to zero does not hide the column, it merely minimizes to 1 character width ? I'd like to hide custom fields in certain templates. Disabling "Show on all PDF" in item custom fields
Attachments
Hi I would like to understand the attacments feature. We use zoho sign for a project close or installation sign off. Workflow as follow. We use a temple that we created. Receipents - 1. me create template details 2. Tech - confirms and signs off the template
Add applicants to vendor manually
Is there any way to connect a applicant to a vendor manually without using the portal? I want to have an overview of the submitted applicants for each vendor.
Difference between linear section and inline tabular section
HI, Being in the process to migrate from one service to People, I need to replicate existing HR forms. I see in the form editor there are 2 kind of sections : Linear and Tabular (with 2 options : inline or grid). Inserting a linear section and a Tabular with inline display are exactly the same, or am I mistaken ? What is the advantage of on to the other ? Thanks
Zoho Sheets no longer available
How come I cannot open my zoho sheets from the workdrive anymore and I have it bookmarked and it keeps saying This link is no longer valid. Please contact the owner for a new URL. I am the owner LOL
Cannot access Zoho Writer documents since this morning!!
Hello, Since this morning I can’t access my Zoho Write documents. I’m a medical professional and I’m starting to get worried. Can you please fix the bug?
How to cancel On Add Row event?
Is there a "cancel Add Row" type syntax in the On Add Row subform event that can be fired? My use case is this, I want the screen to send out an Alert saying that some fields are not filled out in the master/main form when the user clicks on the "Add" link in the subform and then remove the new row in the subform. So in my On Add Row action, I have checked the condition say: if (input.Field1 == null) { alert "Field 1 in the main form needs to be filled out."; cancel Add Row; <===== Of course
Run Creator Custom Function in Flow?
Is it possible to run a custom creator function from Zoho Flow?
Software License Management
Our company develops and resells software from a third party developer. We need a solution to track the the resellers of our software, the end users they have sold the software to and the licenses purchased by the end user. The application will also need to manage the calculation of support costs which are based on the total license value of licenses owned by an end user. Additionally it will need to track annual software licensing fees which are also based on the total value of licenses owned by
Integration with API
I have a WP website for 4px free shipment tracking. But right now i am providing result on website only. I use third party API to track parcel. Now i want to send email also. Is that possible using zoho integrated with API.
How to Highlight the changes in fields
Whenever we are using workflows to update the values in a field or many fields, how can I highlight those changes for a few seconds so that the user who's performing the action, can see it's actually working. Also, when highlighting, where can I have
Data From CRM --> Show
How to create fields in a Zoho Show deck that would auto-generate for specific values tied to an account within Zoho CRM?
Authentication failed:554 5.1.8 Sender Address Blocked
My outgoing mail has been blocked. I need this account unblocked.
【Zoho CRM】直近のアップデートまとめ＋Canvas機能に関するアップデート
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【Zoho CRM】直近のアップデートまとめ＋モチベーター機能に関するアップデート
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下3つのアップデートが行われました。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】Zoho Campaigns連携に関するアップデートのお知らせ ●【Zoho
Embed Field Labels in Email notification link
I need to use the content of a field on the form as part of a URL to be included in the body of one of the notification Emails. I tried using the field label with no satisfaction at all. For example: Basic URL: https://dashboard.websitedomainname.com/
Please make SPLIT FIELD LAYOUTS more web-responsive on desktop
I find that whenever I split fields into 2 or 3 columns (within the form design view of Zoho Creator), the live form never looks good on a desktop browser. Some fields in each column are spaced appropriately so that everything is in view, while others
My email can't send emails
Help me to see, my mailbox can't send mail now, my mail address is cs@fxscrve.com
Why should you integrate Zoho SalesIQ with Google Analytics?
Hello everyone. Greetings from Zoho SalesIQ! Today, we are going to take a detailed look at the possibilities and outcomes when integrating SalesIQ with Google Analytics. Some of us may have lingering questions on this topic and here we are, with a
SalesIQ Chat ain't showing
Hello, I already enabled SalesIQ to my website (as you can see on the screenshots), yet the Chat button does not appear on the website. Could you help me with it please?
Sending a PDF Mail-merge template via Work Flow
Is there a way to create a PDF mail-merge template that can be sent out as an attachement via workflow?
This domain is already associated with this account
Goodnight, I recently purchased a domain www.setorcasa.com and got this message: "This domain is already associated with this account". I believe that it was used by someone else before and that person gave up on their project, how do I get to use this
Skipping Account creation in Lead Conversion
My requirements is a new opportunity in an Existing account, I wanted to start from the Leads module. In the Lead conversion, I wanted to skip Account Creation, as the account already exists. Is it possible ? If so, how ? Appreciate the support. Thanks,
Running Total
Hello, is it possible to have a running total in a pivot table in %?
check info before Syncing two Subforms
Hi i have a secondary form that dumps its info into a master report. The secondary form has a subform and there is a corresponding subform in the main report CASE: Main form alreayd has ONE SAMPLE_ID listed on it User submits on secondary form adding
Create project through automation
I have integrated our CRM with projects. I want a project to be created when a opprotunity is won. Is this possible? I looked through the automation and it seems to only create tasks within the CRM. Am I missing something? Thanks Dave
Quickbooks Desktop (Enterprise) sync with Zoho
Is there anybody that has successfully setup a sync feature with Quickbooks Desktop Enterprise and Zoho CRM? I would like to have financial data in Zoho, such as total invoiced ( from QB ) for the year, Contacts that we have sent estimates to ( from QB ) How is this possible? I have looked at Zbrain, but can't get it to sync even basic contact data. Any tips?
Snippets in Zoho Desk Missing All Custom Fields on Tickets!
When you create a new snippet in Zoho Desk, you can select "Place holder" which opens up a menu where you can select placeholder from the ticket. However, this functionality is not usable for our organization because Zoho Desk restricts us to use a few
Create groups Error
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I was able to create multiple group emails except when I try to create a payment@?????.com group email an error occurs like the attached image. My user
Use Deluge to assign a task by id in Desk, using create or update
Has anyone successfully used Deluge to assign a task by user id in Desk, using create or update? Looking at this, https://www.zoho.com/deluge/help/desk/create-record.html, it seems like I --might-- be able to map assigneeId. But, I get this error: {"errorCode":"UNPROCESSABLE_ENTITY","message":"An
Where to store images for use in Zoho Webinar mailings
I want to code a custom email template for all webinar mailings. Where should I store images used in those emails?
Exporting csv file of filtered list
Hi, I have created a filtered list of contacts and I would like to export a csv file of just those contacts. I can't see how to do this. I could only find instructions on how to export ALL the contacts. Could someone assist with instructions of how to do this, if it is possible? Many thanks Melinda
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