Unable to create command center transition or actions
I've tried to create multiple journeys inside the command center but keep getting an "INVALID MODULE" error each time. It doesn't matter what Module I use, and it does not matter what the transition is. I get this error each time: {"code":"INVALID_MODULE","details":{},"message":"the
New Projects Users Can't See Documents In Any Project (Zoho Projects App)
We are having a challenge with some new users we have added to our organisation. For projects when they login via a desktop PC everything works fine and they can see documents for any particular projects. However, using the app on their tablets (which
Why Can't I see 'All Emails' from all users at the contact level?
I am unable to see all the email history at the contact level within ZoHo CRM. This function wants me to select a specific user within my company to see his/hers email only. This does not help with quickly seeing a 'Snapshot' of all the email history
Unconditional transition is not working
Hi, I have a new transition called Merchant cancelled In my dev environment I have 3 records in Merchant terminated stage 2 of them were moved to this stage before that new transition was configured, one after and only for that one record it is possible
Export a Quote in Google Docs
Hello community, Has anyone managed to export a Quote into Google Docs with line items? We have managed to this via Zapier, but it is not the best. Do you know of any other solutions? Ideally we have templates in Google Docs and the export should get
Creating New Deal for a New Contact and/or a New Company
Dear Zoho Team, When creating a new deal directly for a new contact and/or a new company web form of the system don't collect the fields for the new contact and/or the new company. That means that the user can create a complete deal for a new contact
Aligning Zoho emails to the LEFT, not CENTER
Hey guys No matter what I do, zoho inserts a container and my emails are in the middle of the page. How do I fix this? I want my emails to look like a normal email but Zoho is restricting this. Below is what im talking about, I want it aligned to the left.
How can I add SLA contracts for many customers at once?
Is there an import option or something to feed my account records with SLA data? Let's assume you have 5000 customers. 1000 of them have SLA contracts with different start and end dates. How to import the data from CRM. Should I input every record one
TimeEntry AM/PM
Dear Support, Is there any way to disable the executed time's AM/PM option. We want to us it 24 hours type. Thanks in advance.
How to manage complaints in CRM
Hello I'm new to Zoho and am looking at how I can manage our complaints process in Zoho. Complaints are mainly external and depending on the nature of the complaint, they have different resolution dates. I'm currently using an Excel spreadsheet as the
Separate Easy Apply and Candidate Portal
I like having the candidate portal, but I do not like that I have to turn on Easy Apply in order to use it. I just realized that when I turn off Easy Apply, I am turning off the candidate portal. Some of our candidates are using Easy Apply as a way to
Firebase site verfication with zoho-mail SPF?
I'd like to send custom email using zohomail. Since I connected my custom website with firebase my TXT record is already filled. They say I can combine multiple records. but I can't figure it out. Currently My TXT record has this kind of value google-site-verification=XXXXXXXXXXXXxxxxxxxxxxxxxxx
Query Assistance
Hi, Wonder if I could get a bit of help, I want to create a new column within a query table and am going round in circles, I want a new column to be that of "Acquisition Type" and if a Lead Source is Facebook it goes down as Social, if Adwords its PPC.
Changing Field Name value
Hi, Is it possible to change the field name on a form base on the value passed in runtime using deluge? I have 100+ elements in a form I want the user to write the name of the element who wanted and change the field name base on the user input in another
Activities associated with a ticket are now accessible in the latest version of the Zoho Desk Android mobile app
Hello, In the latest version of the Zoho Desk Android mobile app (v2.5.01), we have brought in the below enhancements. Events associated with a ticket are now accessible from the app. Filter the Events or Task based on Upcoming/ Spam/All filters Sort
Managing Duplicated Calls from PhoneBridge
We have connected our VOIP provider, VoIPstudio, to Zoho via Phonebridge. In general, it's working out very well. The features are killer for us. Well done on the integration. One issue that I've noticed, however, is that when our customer service line
Emailing a quote via email (from the quote detail screen) does not trigger outgoing email workflow
I have set up a workflow that executes a function each time an outgoing email is sent to a contact. The workflow is triggered when sending an email to contact (and it passes the contact id to the function), but it is not triggered when I try to send a
Can Zoho Campaign be Set-up for Cold Email Campaigns?
I have used cold email campaign tools (WoodPecker & QuickMail) prior to subscribing to ZOHO One (ZOHO Campaigns). Using ZOHO Campaigns I want to set up a 5 email sequence and as my contacts "REPLY" to my emails I would like them to not receive any more emails in the ZOHO Campaign sequence. I see in the AutoResponder portion of Campaigns the options to change the flow of emails is based on OPEN, CLICK, CLICK SPECIFIC LINK and UNOPENED. What choice/setting would I select to discontinue sending emails
Formula Field on Sales Order Product Detail
We have a need to add a calculated field at the product line item detail on the sales order. This is an internal field that doesn't need to be exposed to the customer. We have a number field on the each product called "factor". When it is added to a
Change Date and Time Order in Zoho Desk / Analytics
Hello, I'm trynig to change order of date and time that is displayed in reports that I extract from analytics area on ZohoDesk. Now is setted on Month, Day, Year... but in Chile we use Day, Year, Month, so is hard to understand anyone that is not socialisated
Scheduling a webinar without registration
Dear, I have a query regarding the webinar platform on Zoho meeting: Is it possible for attendees to join a webinar without registering? i.e. If a link can be sent and they can join directly. I could not find this setting while scheduling a webinar. Attendees will be required to enter their name and email address upon joining.
What's New in Zoho Inventory - May 2022
Hello customers, This month, we're back with another set of fresh updates and enhancements that we've made to Zoho Inventory. Let's dive in and take a look at what's new: Integrate your Zoho Inventory account with your own EasyPost account It's now
How to track 2 different quantities for one item?
We work on textile goods. We receive pieces which contain meters of goods and we sell based on per meter. I looked at this query: https://help.zoho.com/portal/community/topic/secondary-units-for-quantity-in-zoho-books but I don't want the pieces to affect
Adding Tags on List Entry
I have an autoresponder sequence for when someone downloads a resource. They are added through an integration with zoho forms which adds them to a list. I am trying to add tags as the contacts are added to the list, but don't see any way to do that through
Autonumber on demand
I have a field that I want to use an autonumber for....but not all the time. USE CASE: In the cases module I created an option to allow the customer to return defective product. When this is authorized (I have a checkbox), a Return Material Authorization
Email Insights - Differentiating between who opened the email
Hi, When sending an email from Zoho CRM, if it is being sent by my employee to a prospect and he bcc's me, when I open it, does it show the status as opened? What we are really interested in is if the prospect opened the email. Thoughts? Thank you, Tony
Sync- CRM to Desk not pulling properly
Hello, I'm having an issue trying to get a certain sync to happen between CRM and Desk - CRM> Contacts> this area displays the First Name, Last Name, and Contact name. The Last Name is pulling in the full customer name and I have already updated the
Meetup PageSense en Campaigns
Is het een idee om een meetup te organiseren voor marketinggerelateerde modules zoals PageSense en Campaigns? Groeten, Nico de Jong
Automatically populate image with through Zoho Forms or Attachment?
Hi everyone, Currently, to add a photo to a record, you can only upload a local file for that. https://www.zoho.com/crm/help/customization/add-photo.html Is there a way to either be able to select an attachment as the image or to automatically populate
A message that you sent could not be delivered to one or more of its recipients. This is a permanent error. The following address(es) failed:
Hi, After moving zoho server from USDC to USIND Reporting-MTA: dns; xxx.xxxxxxxx.com Action: failed Final-Recipient: rfc822;xxx.xxxxxxxx.com Status: 5.0.0 Remote-MTA: dns; mx.zoho.in Diagnostic-Code: smtp; 541 5.4.1 Mail rejected by destination domain
how do i turn off ip restricted access
I seem to have ip restricted access turned on and i dont know how to turn it off. Please help because my api's wont work. i dont want restricted ip anymore
Creator : Formatting help - ZML to HTML
I need some assistance with making a HTML panel look the same as a ZML panel, however my HTML skills are severely lacking and I can't get it to look the same. This is visually how the two panels look side by side : And this is the ZML code for the panel
Is it possible to link to the form (with filled data) from the sheet that it populates with data?
I am using a form built from the sheet interface and using that form to save data in the sheet. I would like to be able to edit (update) a row of data and be able to clck a link to be taken to the form that was used to populate the initial data versus
Streamline Task Allocation With Zoho Projects
Well-defined and efficient project management is really important while working on any kind of project. There are generally many steps that must be managed for a project irrespective of the size. In case you are out in the market looking for a project
Lookup field, autocomplete view showing only primary field value
How do I change what value that the Lookup field shows in the autocomplete view? As far as I can see only the Lookup Module's primary field is displayed, and there is no way to change it. Currently I'm testing Zoho CRM for a klient and trying to make
Faster and Better hiring with Zoho Recruit
Recruiting has become more difficult in today's fast-paced markets. As the job market has become more competitive, recruiters must be more selective in selecting the right candidate, which requires more time to engage candidates. New technological advances
Bug Report (and work around) - Zoho CRM mail merge - "Unable to pull records from your data source"
After many frustrating months I have today finally identified a bug that has been causing errors in Zoho CRM mail merge. When you are in Zoho CRM and select (using tick boxes on left) a list of records - and then click the mail merge button.,,, it opens
A new feature in the Setup page is not being highlighted
I've just found out that you've added a new section called "Privacy Settings" under the "Data Administration" section and there is a feature called "Data Subject Requests (DSR)" under it. It wasn't highlighted under the "Setup" page but I was able to
Hit rule doesn't apply
Hello I'm wondering why the territory of the Hit Rule is not applying (changed name of Deals module to Hits module) is it a mix-up with account vs hit rule ? We use a field in HITS Module "Hit Type" that should put the correct territory to the hit example:
Report current quantity in all quotes
In our Deals (Potential) we issue Quotes for Products. I need to generate a report that shows me how many of each product is currently out on quote. I cannot seem to find a way to produce a report that shows the correct total if there are multiple units
Next Page