How to resend/forward an email sent from Zoho CRM?
Hi, Is there a way I can forward or resend the mail which was sent using Zoho CRM? I see a little forward icon but nothing happens when I click on it? Thanks.
How to Create Products in Knowledge Base
How do i create product categories with pictures like in the below image?
Zoho Support Widgets configurations
Is there any way to pre-populate fields in feedback widget? Is there any support for custom fields in feedback widget? In advance form can we add two inputs in same line? Advance form is not working, getting error on submitting :- Uncaught ReferenceError:
Contacts auto-import and update when integrated with local CRM system.
Our company uses a custom developed CRM system, we have a lot of contacts data on it. I want that to be imported automatically in Zoho Campaigns contact list once API integration is done. We regularly use own CRM system to add new contacts and want that
Function-26: Update information between two modules via Lookup fields.
Welcome back everyone! Last week, we learnt how to populate the Amount field in a Deal by calculating the number of products and its unit price. This week, let's look at a custom function that updates information between two modules via Lookup fields. Business scenario: Quotes are binding agreements between a customer and a vendor, to deliver the requested products to the customer within a specified time-frame at a predefined price. Your customers can place orders within a stipulated period (validity
how to do getrecordsby id task in zoho projects
Hi, May i know the sample script of getrecordsbyid in zoho projects .. i am trying this in custom function ; becuase i have added 2 custom filds. so using getrecordsby id for projects module in projects hope i can do this. Pls let me know. Thanks and
MRP for each Item and MRP Column to be added in Invoice
How do we add a column to display MRP for each item in Item Master and an MRP Field in Invoice? Any help is appreciated. Best regards, G Nagaraj
Accounting for use of personal funds during business startup
Hi there, I am after some advice please. When setting up my business I used a personal credit card to pay for some business expenses. I do not want to take the money out of the business yet but I do want to record it somewhere so that I can repay myself
Can you import survey results?
Historically, we have used Zoho CRM and Survey Monkey for the surveys. We have started to use Zoho Survey and we are content with it. However, we 3,000 survey responses in Survey Monkey. We can export the responses form Survey Monkey. The question is: Is it possible to import survey responses into Zoho Survey in order to have all of our survey responses under one system? Thanks.
Save tab on offline survey
Dear Zoho team, We have been piloting the survey in offline mode over android phone. In this process, all survey data was lost if there was a brief pause while filling the form. Is there a way to add a save button on each survey page so that we can begin
Books Automation - Change a field when a the Sales Order is changed to a status
Hi everyone, In Zoho Books, I need to change a field when the order status is changed. Now, when the user clicks on More --> "Mark as X" (X is a custom status), the Status of the order is changed automatically to X. Then we have a custom field called
Share individual survey link through crm automation - not email
Hi all! In my dream I see an automation that sends an individual link (that can be associated to a record in zoho crm) that can be sent through external service! In more details - I wish to create a workflow rule that will send a survey link to a specific
Zoho Survey integrating with Zoho CRM
Hello, I have questions about some of the functionality of Zoho Survey integrating with Zoho CRM. (We have CRM only at this point and need to decide whether to use zoho survey, too, or an external survey provider.) Question is basically about 1) data
Show All Results After Survey Completion?
Hello- Question: Is there a way to show the survey participants (people who take the survey) all the results after the survey is completed? I found 'Show Survey Summary' and 'Show Survey Results'. These only show # of respondents or the individual's response.
Folders for survey organization.
I would love to have a way to organize my surveys into folders on the 'My Surveys' main screen. As my survey list grows it is become difficult to keep things labeled nice enough to not need folders.
Zoho Survey Reports - Help please!
Trying to schedule reports in .csv format. It seems like that can only be done on demand and that scheduled reports have to be in .pdf. Does anyone know a way (maybe I am just missing it) that I can schedule a daily, weekly, or monthly report to be in
Is there any way to apply date/day(s), time, time frame/slot options or restrictions
We have an existing survey in JotForm that we are attempting to transfer/convert to Zoho Survey (preferred) or Zoho Forms. At the end of the survey respondents have the option to choose a date and time for an appointment. JotForm has a basic form element
Is it possible to create a list of unique URLs to send the link to the participants?
We are going to collect the data for the external party, and due to the privacy, they would like to send the survey out to the participants. But we would like to have a way to identify the participants without asking for email etc. Therefore we were wondering
[TYIA] Zoho Survey using Deluge
Hope all is well. I would like to learn systematically to develop Zoho Survey using Deluge, is there any training/websites that would be helpful? Any trivial information would be helpful and appreciated. Thank you in advance.
Ring central calls not coming in and not showing missed calls
Anyone had issues with ring central Integration ? Trying to get our calls to come in and also show missed calls. Have uninstalled and troubleshooted but not having any success!
Having more than one profile is a MUST these days, why is Zoho so limiting?
Here are metrics from some of the top brands in the world: Coca Cola Facebook Pages 70 Twitter Handles 35 Instagram Accounts 21 YouTube Channels 10 LinkedIn Accounts 2 Google Facebook Pages 57 Twitter Handles 93 Instagram Accounts 4 YouTube Channels
Rename summary label - pivot table
I'm trying to use the 'rename summary label' option which appears when I right click on row value in a pivot table. But nothing happens... Screenshot below. Instead of over-writing with 'Disability', all it does is move the '1' from the left of the cell
Copy survey link into an Outlook email?
I do not want to use the integrated email feature, but copy the survey link and paste it into my email program. Can this be done?
How to make an API call to my Webservice from Zoho CRM
Hello, I want to add a widget to the homepage of my Zoho CRM account which will have an input box and will make an API call to my web service to fetch data for the inputed value. I don't want to fetch CRMs data into my web service. On the other hand,
Users vs Light Agents
Hi, I've only recently purchased a few Professional Agent licences for my team, however, I'm struggling to see how best to create users/agents for certain use-cases Use Case 1 - Full Agent (access all Accounts), no problems other than cost Use Case 2-
ADD IP ON MY ZOHO SITE WHITELIST
Hi, can you help me I want to add IP address on Zoho site whitelist. Please show me how it is done. I need to know the step. Kind Regards
How To Publish Applications On Zoho Marketplace?
The Zoho Marketplace is pretty much similar to an e-commerce website for the Zoho Marketplace developers and users. It enables the developers to build and publish a remarkable Zoho Creator app and for the users, it is like a store or a gallery to choose
sales Revenue integration
How to integrate sales invoice means Ac receviable Dr vat sale Cr revenue serivces--------- Cr or Revenue wastge i want to select this sales invoice
Direct Cost Entry in Purchase Invoice
Hi, I have entered a Purchase Invoice. I need to add direct cost related to this purchase. Freight, THC & Customs Duty. On adding these costs, I will be able to derive the landed cost of each item. How do I enter these direct costs into the purchase
How to share zoho calendar publicly?
I want to share my zoho calendar with my wife. She has no Zoho Account. I tried looking for public sharing of a calendar and while you have a guide on how to do it here: https://help.zoho.com/portal/en/kb/calendar/share-calendars/articles/ways-to-share-calendars#Public_Sharing
Can't recieve email
Dear all, After set up, I can send out email. But I can't recieve email with the below error. 550 Please turn on SMTP Authentication in your mail client. mail-vk1-f171.google.com [209.85.221.171]:37738 is not permitted to relay through this server without
Only show report records using search
Hi, I have a singular report and a page that I have built. On the page I have a search field. I have set this up so I create a unique passcode field in my users form and then in the search on my page you use that code and it open the singular report and
Adding Account tags to associated Project
Hello, I am trying to edit a function that I created to also pass along the account Tag to its associated project. The function I created below is used to create and associate a project to its account (I created a workflow to kickoff this function once
Zoho desk constantly showing error message in Safari
Specs: macOS Big Sur, Safari 14.0.3 Issue: During normal usage of Zoho Desk the error message "Something went wrong while connecting to Zoho Desk. Please allow cookies and refresh the page. If the problem persists, contact us at `support email at zohodesk`."
insert Booking parameters when redirecting to a URL on confirmation page
hi, according to this article when redirecting the confirmation page to my URL (show your own confirmation page) - I should be able to pass as parameters the details that were collected through the booking process. this is from the documentation: List
How to disable the scrolling for a report on a page?
Hello, Is there a way to disable scrolling for reports (pivot tables, lists, etc.) in a page? I end up with multiple scrolling bars on my page that makes it hard to toggle through the page. If there is no soution, then I highly suggest the Creator team to add this to their future integration list. Kind Regards, Jake
Zoho Flow Webhook - Wrong syntax 'size' when executing webhook
I have a webhook from GitHub set up. The webhook inside of Zoho Flow can receive a payload from GitHub, but when I click "Test", I get an Input and Output button. Input is blank, and Output says "Wrong syntax 'size'". I am not sure if I have something
Wrong IMAP mail dates after Migration
Hello! I just migrated all my emails from my old mail provider. When I look at them in zoho webmail, everything is fine. But when I use IMAP to connect to zoho, the date of my mails is the date of the migration and not their original date. Thanks for you help
How to add Topic inside email in workflow
In the content of an email, links or markers indicating the interest of the recipient of the email in a specific subject (Topic) in the form of a pop-up for example or a component inside the email can be added and associated automatically with the recipient
Can you create an use variables in Zoho Forms?
If so, how? Could not find anything in the kb.
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