Add Button to Home Page
There is functionality to add buttons to Modules however; I don't see the option to add a button to the Home Page. Is this possible?
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Rounding up & decimal places problem with quotes
Hello, First time I've posted here, thanks for a great product: cheaper and easier to use than salesforce (we were paying customers for a year), less of a headache than sugarcrm, more personable, etc.... I really think we've found what we're looking for and wish you the best. We have found a problem with quotes and invoices though, so if someone could put this on their list of things to fix we would be very grateful: This is the sum we want to do, what our accounting software does and what the taxman
Closing Zoho Desk ASAP widget is not very intuitive
I have added the Zoho Desk ASAP widget to my SaaS app. Based on my user testing (using PageSense), I can see that the users are often struggling to figure out how to close the widget once it has been opened. There are two related problems here. 1 Most
Zoho Recruit integrates Zoho Calendar
Hello! We are excited to announce Zoho Recruit - Zoho Calendar integration. Zoho Recruit - Applicant Tracking System with Zoho Calendar integration makes your personal and organization scheduling a lot more easier. For more details, read our blogs: Tracking Interview Schedules Now Made Easier With Zoho Recruit - Zoho Calendar Integration Please try it and share your feedback with us. Regards, Rina Zoho Recruit on Twitter | Facebook | Blogs
IMAP Blocked, no reason given
Please unblock FunkyDL @ D20067, thanks!
Add Community Forum/Topic Search to Suggested Article Search on Agent Ticket Screen
When responding to tickets, I would really like to also see related community forum topics. Seeing knowledge articles is great, but if there is a question that we have already answered in the community forum, I'd like for the topic to show up as a suggestion.
How does Check-in and Check.out works?
Hello, I am new to zoho people, and I am trying to figure out how check-in and check-out works... The check-in/out button is grey and when I click it I receive the following error: "To add entry in Attendance, log time for any of your jobs" Hope you can help me with this, regards!
Adding country code (+91) for all the leads automatically
Hello, We want to add the country code (+91) to all our leads mobile number. Also it should automatically get updated when the lead is registered. Please guide us! Thank you!
Zoho Personalized technical support
hello, We have issues regarding the integrations with APIs therefore we had scheduled meeting with zoho support team. But twice no support has been given yet and no one was present or attended the meeting call. We want an immediate help regarding our
Whatsapp thirt party integration in zoho crm
How to integrate third party Whatsapp in zoho crm to send bulk sms to leads
Number of lines in quota
Hi, I'm using Zoho analytics cloud version and I would like to know How do the number of lines used are counted, does the number include the number of lines of query tables as well or it includes only the number of lines that are imported from a source
Adding third party API
Hello, We want to know that from where can we add a third party API into zoho CRM. As we need to integrate whats app API to Zoho CRM
Custom fonction problem
Hello, i use a custom fonction who work well since 4 month, But since this afternoon i have a problem in my first line. The fonction take a deals ID and fetch data with x = zoho.crm.getRecordById("Deals",ID); This fonction always worked since 4 month
Emails from Zoho CRM to Gmail Going to Spam
We are having repeated problems when we send email out of Zoho CRM to a customer's Gmail address. We are hearing constantly that people didn't get our email and/or it went to their spam. Our customers include a lot of older folks who might not know to
Reboot stuck in safemode
I just purchased Zoho Assist to see if this will work for my company. I decided to test it on the system next to me. Both systems "tech" and "client" are fully patched Windows 10 Home editions. The connection worked just fine, I was able to transfer a file and finally I tested reboot into safe mode to see how quickly it would reconnect. Upon reboot of the client system stopped at the password. I entered it on the client side, but when the client system finished booting it did not have networking
Add your email enquiries to your Bigin pipeline automatically with the Email-in Topping!
Email is the most preferred form of communication around the world. Customers send their enquiries via emails and customer facing teams capture those details manually in their Bigin account. So, we wanted to automate this process by introducing the Email-in
Cant access Data Enrichment
Have set up data enrichment but its not showing as an option when I either create or edit and account
I am searching "All Contacts" view but cannot find all our Contacts.
I am searching "All Contacts" view but cannot find all our Contacts. Regards, Liz Guthrie
Zoho Contacts imports no longer works
I have been uploading .csv files of new contact to Zoho for 5 years and suddenly it no longer works. I am getting the following error message and there is no way around it: "Could not find a matching parent record for this lookup field. - Company."
Is there a Way to use Deluge Code in a Workflow to create CRM Portal access for a client
I'd like to know if there is a solution shared to create a user's (ie the Contact's) access to the CRM Portal, based on triggering a workflow? Any information, or is limited to Admin intervention manually?
Run Convert Lead function when certain Lead Stage hit
Hello, I want to automatically open up the Lead Covert page when a lead transitions to "Qualified". I know I can do an automatic mapping using a workflow, but I want the user to be able to enter the information manually just like they could if they clicked
Latency
I have an integration to shipstation from zoho books. It works. But Sometimes the roundtrip is quick. Within a minute. Usually it takes about 5 to 10 minutes. This is not the first time, but today I'm seeing close to an hour at different points in the day. This is for shipping which is supposed to happen quickly from a workflow standpoint. What gives? When I look at the books order status, the workflow on the books side is notifying that it ran immediatly. So that leaves the issue between books
Unable to use exchange online plan 1 for "From Address"
Hi, I just registered for an Exchange Online (Plan 1) to host my emails for my work domain. Sending email to and fro works fine on the outlook.office.com interface. I'm having some issues trying to configure the smtp server on zoho desk. From Address:
CRM Analytics Has Lead Status Out of Order
Hello, I've never been able to get the stages of leads or deals to show up in the proper order on the analytics dashboard in CRM. How is the order defined? Is there a way to change this because it doesn't really make any sense. Here is my information:
Printing email from desktop app on Chromebook not working
I am trying to print an email from within the desktop app on my Chromebook. I select 'print' from the dropdown menu within the email I want to print. It brings up the print view within Zoho with 'print' and 'cancel' buttons at the top right. When I click
Adding Custom fields to Account
I do not use Zoho CRM but Salesforce. I'd like to categorize my tickets as Standard account tickets or Executive account tickets, that level depends on each account Account (I do have this info from the Salesforce synch). But I do not see anywhere in Zoho Desk Account section the possibility of adding such information as a field I can then filter. Is there a way to create a custom filed for the Account where I can assign that status level? If so could I get this info directly from SF? I've seen
API to fetch all tasks at once across all projects
Do you guys provide any single API call that will show a user's tasks across all projects? In the current documentation the only way it's possible is by fetching each project id's and than Fetching tasks for a specific user under each Display Type i.e. upcoming/delayed/misc. With this apporach it will take (1 call to extract projects Ids +(no of projects * 3)) api calls to fetch a user's own task. You should also think about adding an "all" option in the Display type. Is there a better way to achieve
Arabic words appear in reverse
Hello, When i uploaded the power point file on : show.zoho.com i faced an issue that Arabic words appear in reverse order from left to right Ex : أهلا بكم its appear like : بكم أهلا how can i fix this issue ? Thanks Ammar
How to script email content in Zoho Campaigns
Hi, sorry for this question, but I am new to Zoho ( used to work in Marketo ) Is there a way to script the content for an email? In other words, define a token which is connected to a script. Should I use Deluge script and where to find resources?
Allow Shading of Private Notes to Distinguish them from Public Threads
I really love how Zoho Desk handles email threading, but it can get really hard to distinguish threads from one another after a ticket has been live for a while. For example, you can forward a thread over to another internal member to ask a question and
Creator.. How to get the next Friday date?
Work week is Monday through Sunday. Settlement pay is paid every Friday for what was completed the previous work week. I need a function that will display in Creator form what that next Friday Settlement Date is expected to be based on the Delivery Date
Zoho Bookings - Only share Free/Busy information internally
As the owner of my business, my calendar is particularly complicated. I have about a dozen Google calendars that I use to schedule my time for the various organizations I'm involved with. I like how Zoho Bookings is able to pull my availability across all of my different Google Calendars, but I don't want to share all of that information with my employees. I only want my employees to be able to see free/busy information across all of these calendars. Is there a way to limit Bookings to only sharing
Free webinar: Sign and collect payments instantly with Zoho Sign and Zoho Checkout
Hello, Do you manage to get your business documents signed but find it difficult to collect payments on time? We have you covered! Zoho Sign now integrates with Zoho Checkout to help you get your documents digitally signed and collect payments, all at
Zoho Quotes Webhook Product Table
Hello all, I am trying to set up an automation where when a Quote is edited, Zoho sends a webhook to a URL. The issue I am facing is that I cannot find how to put the product table in the webhook body. I can reference any of the fields in the layout,
How to add up pay based on several entered factors
I need help entering Driver Pay and Dispatcher Pay based on their pay rate and load amount. I have a "Contacts" form where the driver and dispatcher name and pay % live, and a "Loads" form where the load information, load pay, driver is selected and dispatcher
How to set variable for Name field of zoho form
I want to set variable for Name filed of zoho form. Unable to set that getting a problem .Please give solution for this. Its urgent.
Restrict Previous Date Calendar Booking
I am facing difficulty in implementing the functionality in ZOHO Creator. When the user clicks on the Previous Date on the calendar, the System should Alert "Booking Not Allowed in Previous Dates" and the system should not open the Booking form for previous
Is it possible to create an announcement bar in Creator app?
Hello guys, I would like to ask you if there is any way inside a Creator app to have an announcement bar like the one we receive sometimes from the Creator platform Did you ever implement something like this or is it impossible at all? I do not really
Franchise Billing
Hello, Is there any way to use Zoho books for centralized franchise billing. I am giving my company franchise to someone else in some other city. He can directly send me order referring to the stock at the main HO. I can do the billing to that xyz company
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