I want to create auto number field
Hi,I want to create auto number field that will change over the time. For example,if the time is 2022.2.2 appears "220201"..."220299" and then when time is 2022.3.5 appears "220301" May i ask for how to do this at function in CRM
Customer Portal - can the Customer receive an email notification when I do "Share to Customer" in a Note?
Customer Portal - can customer receive email notification when I do "Share to Customer" in a Note? If so, where is this configured? If not, it's a major feature need. Giving our customer's easy access to Portal interaction is powerful...requiring a customer
Zoho CRM Workflow - Trigger isn't working
I've created a webform using Zoho Forms and it is integrated with Zoho CRM. The integration between the application is working. However, the workflow I created in the CRM isn't working. I set a workflow rule with 3 conditions. If a package is XYZ,
Using Deluge To Merge and Download Document and Attach to Deal
I have a custom function that currently lives inside Zoho CRM and is triggered via a workflow rule. The custom function takes information from a deal and creates a merged document (zoho writer functionality), and then attaches that merged document to the deal. In an effort to save our workflow rules limit, I wanted to migrate this custom function to "Zoho Flow." Unfortunately, when I create a custom function and copy and paste the code into the custom function in Zoho Flow, I get an error saying
Proposals to be signed
Within Zoho, what's the best way to create with a nice-looking, professional proposal that a customer can sign electronically? Would need to include a pricing quote. We use BetterProposals at this time but would love to move over to a Zoho app since
Announcing the addition of Mobile SDKs for Guided Conversations (GC)
Following the addition of 'Cards' for Guided Conversations in Zoho Desk, we have now introduced easily configurable mobile SDKs to our self-service platform. Using this readily available SDK, you can integrate GC into your mobile application used by your
Mixed AND/OR Rule Conditions
Hi, I would like to be able to have both AND as well as OR rules combined, so If ((This AND That) AND (This OR the other)). Thanks Dan
WorkDrive: Fetch file or folder - By keyword
Hey, Zoho Flow has 4 different fetch tasks inside the Zoho Workdrive integration: - Fetch file - By keyword - Fetch file - By name - Fetch file or folder by ID - Fetch folder Would it be possible to have a "Fetch file or folder - By keyword/name" task?
Contract Expiration Date
I am trying to automatically create a date using a function field to show us the date a contract will expire. I saw other topics discussing similar needs but I couldn't get their suggestions to work. To create this date I want to use a date field that
Is there a forever free plan? If yes how do i activate it?
I am at the begining stage of my business. For now i just want to use Zoho social to manage my accounts. I want to know how do i activate the free plan to use Zoho and its free services.
How to get the email id of the Member Portal user
How to get the email id of the Member Portal user inside Zoho Sites View ?
Set UTM source parameter for each social platform?
I see how you can set UTM parameters in Zoho Social to be applied to all posts. I would like to specify a different Source parameter that maps to each social platform. For example: For posts published on Facebook, UTM Source = Facebook But for posts
More Conditional Rules Options
Hi, So I would like IsEmpty, IsNotEmpty, Contains, DoesNotContain, etc. above the Is or IsNot. Thanks Dan
Managing freelancers
We have a lot of freelancers that work for our company based on us winning new projects and quickly having to staff up to have enough resources to manage a project Currently we have a Google Sheets where we manage all of the contacts that are freelancers
Latest Updates in Zoho Meeting | Introducing Whiteboard and Polls
We are happy to announce that we have added the whiteboard feature to online meetings. You can now use this feature to brainstorm ideas with meeting attendees in real time. Learn more about the whiteboard Other updates Meetings Polls in online meetings:
Client User communication best practices | Discuss? | Comments? | Forums?
As a solopreneur using Zoho Projects, all of my clients and collaborators are, or will be "client users." As such, I need to know as much about the best practices for using Z-Projects in this way. I really like the "Discuss" feature, but my client users
Valor plano básico
Olá, Eu verifiquei que o plano básico para o Zoho form é $96,00 anuais, porém não sei se este valor é em dólares ou reais. Obrigado desde já!
OneDrive Attachment Integration with Larger than 4MB File Support
Hi, The current OneDrive Integration for Attachments is using the basic API so limited to 4MB, I would like Zoho to use the other API that supports files up to the OneDrive limits or that set in the Zoho Field limit. Thanks Dan
Sending via ssmtp: 553 Relaying disallowed
I've set up MX records and verified the domain, but sending mail fails with the following log entries: sSMTP[28214]: Creating SSL connection to host sSMTP[28214]: SSL connection using RSA_AES_128_CBC_SHA1 sSMTP[28214]: 553 Relaying disallowed My ssmtp.conf is: root=borzhemsky@zoho.com mailhub=smtp.zoho.com:465 rewriteDomain=zoho.com FromLineOverride=yes UseTLS=yes AuthUser=borzhemsky AuthPass=*******
Sales Order Line Items into Zoho Creator
Hello, I am trying to integrate the information of a sales order into a Zoho Creator Form so we can attach certain items to each individual line item. This is needed because it is unique to each order and is not available in sales orders currentl y. So far the only items I am not able to pull in is the product details. Can someone please help me do this using Zoho Creator? Shaun
How Increase to connect collaboration my workplace Money problem with Facebook Instagram Pinterest Twitter Google Ad.
Behera And Sons Advertising Company
Each Staff Member to have their own Default Pipeline view
Hi, Each Staff Member currently has their own pipeline that they deal with. e.g. the customer engagement officer only deals with getting the customer on board. > Customer Engagement pipeline. The Dispute Resolutions Officer only deals with their pipeline
Sandbox Configuration and Data Type is disabled
Hello. New to Zoho community. I have reviewed numerous Sandbox related posts but they all seem to be stale and the ability to use production data in the sandbox when creating now appears to be an option. HOWEVER, when I try to create a new Sandbox the
Unwanted Email Deletion Notice
Is there a way to stop the popup every time I delete or move an email? It's annoying, and if by chance I accidentally delete something I can go to Trash folder to restore. No need for the popup! See attached screenshot...
Zoho Site - Templates
O que mais me impressiona, dentre todas as plataformas que tem sugestões de templates para sites ou portais, é que todas elas pensam até em Pets, nada contra os amamos ... A plataforma Zoho One tem até o RECRUIT. do qual usamos full time, e nunca se pensou
Prefill ZOHO Sign with data from ZOHO CRM - Deals
Is there any ability to map fields from ZOHO CRM (specifically from a DEAL) into ZOHO Sign? The button (Send with ZOHO Sign) is created and functions. However the only field that maps over from the "Deal" is the company name. Simple fields like Address
Zoho Mail: Where can I find everything that I've assigned to Smart Filters?
When I've been receiving emails that I would classify as Notification or Newsletter, I've been using the web interface to add these to either the Notification or Newletter smart filter. Where can I go to see what emails I've classified to go to one of
Access preview link for pdf instead of direct download link within widget using Zoho Creator API
Is there a way to access a file within the Creator file system and preview the file instead of direct file download? I understand the files are hosted on the Creator server, and that the previews are made possible most likely to finding the file and embedding
Zoho Desk now integrates with Zoho Books/Zoho Invoice
In customer service, the more you know about the customer, the better you're able to serve them. We at Zoho Desk are constantly increasing the amount of context your agents can get. The latest in this is having access to billing- and payments-related information. We see this helping in two big ways: Your team will benefit from knowing what a customer has purchased previously from your company. Couple this with information from Zoho CRM, and you have the entire customer life cycle to inform your conversations.
Using "If Condition/Statement" with two forms
Form A: Used to select email notification preferences (Multi-Select Field) Form B: Used to add and manage work orders SCENARIO First, the user submits Form A, setting their notification preferences. Then, the user submits Form B to create a work order
Zoho Desk > Account creation
Hey there, we've been experiencing some random problems when our clients want to create an account on desk. When we accept a user, they receive a link to set up their password but often times, they are blocked either with "enable cookies" (already enabled)
Input options for zobot
Hi there Is it possible to have an input option in zobot for a client to put a comment/provide further details? We are using it as a lead funnel 1. Client selects service interested in 2. Provides name, email and phone 3. Selects a few more options on
Why invitees can not see the task
Hi there I have created a task dates, assignee, description, etc. Add 2 invitees where is suppose to do, also mention them on a comment still they cannt not see the task. Any help? Thank you very much
No redirect for old domain URL to new URL after switching portal name
Good Morning, We have two issues regarding the required portal name update and character limit. 1. In the following article it states that "Also, when anyone types in or clicks on links in the old URL, they'll be automatically redirected to the corresponding
Automatically sign a contract
The person creating the contract needs to sign it before the clients does (using Zoho Sign). We need the ability to automatically include creation date and creator's signature.
Unable to Send Email from Mail.Zoho.com after login | Compose
i recently checked my DNS on my side, it's look normal for three MX records properly as it is mentioned here : https://www.zoho.com/mail/help/adminconsole/configure-email-delivery.html I also checked the SPF record, and it's working nicely without any
Zoho Mail problems
I'm sorry if I'm short and a bit angry, but I'm a bit tired of Zoho, been trying to use it, but I've noticed that there's no support, I'm testing the free forever version before purchasing anything but so far it sucks, I'm trying to send email to my work
legal email correspondence
I have to make a correspondence of legal value, and I would like to use email messages. Although email is not a legal forward (its transmission's encryption has an unsafe journey trough third party's smtp servers, and delivery itself to recipient is uncertain!
Get All Tasks Request - Range Parameter Limit?
Hello! I'm using the request to get all Tasks for a given project found here: https://www.zoho.com/projects/help/rest-api/tasks-api.html#alink1 I'm using the optional range parameter to try to get every last task available to me (ie. 500 or 1000). However,
Comment gérer les transferts de stock d'un entrepôt à l'autre dans Zoho Inventory ?
Qu'est-ce qu'un ordre de transfert Un ordre de transfert est un document utilisé pour exécuter le mouvement de marchandises d'un entrepôt à un autre. L'ordre de transfert est généré dans le but de gérer l'entrepôt ou de traiter la
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