How to add your cookie widget to our site?
Hi. In all your Zoho pages (https://www.zoho.com/commerce/ included) you have a nice widget for cookies. We need that kind of widget in Europe, so that visitors can consent or block cookies depending on their functionality. Is it possible to use that
Google Contacts Address Won't Sync
Hi, all! Apologies if this is a duplicate question. My company is beginning the transition from Google to Zoho. When syncing our contacts, we run into one major issue: The address from Google contacts won't show up in Zoho no matter how we map the fields.
Can I customise the activity field?
Is it possible to customise the activity field for tasks and events?
Custom New Activity form
Two of our biggest pain points are: entering meetings, and entering follow up tasks While the current interface is sufficient for most, there are a few "power" users who want an even simpler and more streamlined interface to both enter past meetings and
Authorize.net ARB and Zoho for subscriptions
I wanted to see if anyone has subscription memberships that charge monthly or annually and are you using Zoho subscriptions to capture the data and the payment and then using authorize.net to manage the subscription so the card will be charged during
How can I see which contacts are assigned with a Topic?
I have assigned a Topic to a number of contacts based on a filter in All Contacts. How can I see which Topics are assigned to a specific contact?
Can u unblock my zoho mail account?
Yesterday I sent a bunch of emails to the clients.. some of them was not delivered and bounce back.. since it exceeded 10 bounce back mail my outgoing mails got blocked... Can you please unblock my mail suzan.miller@rebusglobal.com
Zoho Forms Reports
Any way to create a report feature on Forms that allows for reporting on multiple forms versus a separate report for each form?
Pull Stripe meta data
Hi, IS there a way to map stripe metadata in the flow. We can see the data passed in the flow, but unable to see it in the builder.
Awkward task entry
I am completely new Zoho project user and am trying to enter my first project. The process is very awkward and I wonder if I missed something. Enter task #1 Enter task #2 with start date = finish date of #1 Cannot set dependency at entry (major inconvenience) Go to dependency view and try to set #1 as predecessor to #2. Not accepted By trial & error I find that dependent task start date must come after previous task en date. I am used to enter tasks to start at present date, give duration and then
Quickly add task for today ?
Hi, I'm trying to use task in Mail. But I get stuck with some questions on how it works. - when switching to task you can straight away enter a task for today (screenshot). But when you hit enter, it disappear. for me it is suppose to stay where I write
Auto Convert Lead to Contact
Hello, Is there an option to automatically convert a lead into a contact, once a field has been changed? Thank you already in advance!
Advanced Field Search access to modify via Deluge?
Is there a way to access/modify the Advance Field Search pop-up and functionality? Specifically, I want the default criteria to be "Contains" instead of "is". And it would be useful to have multiple sort options for the user, and would also be great to
Zoho Mail for Apple Mail plug-in
Dear Zoho, we'd love to have an Apple Mail plug-in like MailButler to be albe to use the Zoho Mail feature (snooze, send later, tracking, context sidebar to see and edit contacts, accounts, deals,...) inside the macOS default APP. We'd also love to see
Show Contact Emails in Associated Lead Module?
Is there a way to show all emails in the Lead module for Contacts associated with that Lead? I've sync'd my Outlook with Zoho CRM so that when I email a Contact, it displays in the Contact module. I would also like that email to display in the Lead module
Update forms / update feedback with Canvas
Hello, when I use buttons to update Values of fields on my Canvas (eg. Select fields), is it possible to get any update feedback other than showMessage(text, options) The value on the Canvas won't update, I can't use ZDK.Page.getForm().setValues and
How can i insert a External Widget in Zoho CRM?
I developed a Widget manually, in HTML/CSS/JS, and i wanna insert this in Zoho CRM. but when I create the Widget in zoho, even passing the path and the .zip file correctly, the following error occurs:" "The page you are looking for is unavailable. It might have been removed, had its name changed or moved." what could be happening?
Revenue meter in CRM Campaigns module
Dear Zoho support and community, Please see screenshot attached. I noticed that when adding contacts to a campaign in CRM, the built in deal report counts deals prior (not related) to the campaign. Can we set it to count deals and revenue from a specific
Tasklist Dependancies
I'm sure I'm just missing something, but how do I create dependencies between task lists?
Zoho People Newsletter - May 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our May newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many more.
Zoho Desk Cheat Sheet For The Year-End
Check out these Zoho Desk best practices to end this year on a high and have a great one ahead! #1 Set Business (Holiday) Hours - If you have limited working hours, please make sure you restrict your business hours or set them as holidays for the coming days. Let your customers know when you will, and won't, be available. #2 Update the Annual Holiday List - Check the holidays for the new year and update the holiday schedule. Usually, holidays from the current year will be carried over for the next
Limiting Edit Access to a Developer
Hi I need to allow edit access to one of our users for one view only - when I set them up as a Developer and allow edit access they are able to see every field from our original table. I want them to only have edit access to the columns in their view. Is there a way to do this? Thanks MR
Email Notifications BCC
Does anyone know how you can add an Additional Recipient to BCC on Email notification as it seems that this has only been added as an option to the CC even when the text of BCC clearly states Additional Recipents! It seems these feature has been missed
Meetings to Leads
Is there a function to create leads from meetings? A lot of our leads come from people scheduling webinars with us in our calendar bookings, we have a workflow ready to update them to the leads module but unfortunately, some information are missing when
Automatically change from Open to Production
Hello Zoho team, I have a question to make an automatic function. When I create an opportunity it will be in the "Open" stage. When I create a sales order it want it to automatically be put on "Production" Stage. is this possible?
[Live Webinar] Optimize your web forms for better conversions using form analytics
Hello there, Business owners and marketers spend hours everyday working on lead generation strategies that engage and convert website visitors. But sometimes the most obvious factors that could bring in more conversions are overlooked. Did you know that
Navigation/Tabbing/Arrow Keys & Multi-select Lookups
Is there any way to control how the Tab and arrow keys functions in a form, specifically w/ multi-select Lookups? When using the Tab and arrow keys to navigate and make selections in forms we seem to get stuck on multi-select Lookups - the down arrow
Creator iPad doesn't update field
Hello, We added a new colleague (Agathe Martini) in Zoho Creator. We have created a completely new account with a new email address: agathe.m@beerproject.be As you can see in the attachments, I added in the script that when creating a new visit report
Not receiving/sending emails
Hi! I'm not sure what the problem is, but we are not able to receive emails. My email is info@tiendaveggie.com or info@tiendaveggie.com.ar Please help! Thanks
Create Thread messages action ? possible?
Hi! Thread are nice on Cliq, but very often we forget to start a conversation directly into a new thread. I would like to create a messages action to create a thread from existing messages within the main chat, but I've no idea on how to write the Deluge
Zoho from Evernote? Questions.
Hi all, this may seem a strange post. I am essentially asking if Zoho a good swap for Evernote? EN is just too slow and buggy, I need an alternative. Zoho has been recommended to me. First, my general question, are you happy with Zoho overall? Is it worth
I dont want to renew my domain, help me to proceed the official procedure
I have purchased a free domain (.in) from zoho a year ago to take my business online but I failed to do so and now I have changed my mind to take it online. So now i dont want this domain anymore. But recently I opened the MailBox and I saw that I have recieved a Mail from the Zoho team to renew the free domain for Rs.500 ($8) as my free domain period is now expired. But I dont want it anymore. So please tell me what to do now.
Count Records in javascript
Hello, I'm using a widget on my page, and I need to write the number of fetched records. But the thing is, you can only fetch max 200 records, so I tried to use a loop. The code below is an infinite loop, because the API call never happens. Is this related
Books app notification
Hi Zoho books ios app showing notification for no reason, i check the Notification Center inside the app nothing new I just want to know why zoho books will push a notification? I mean is the notification only pushed by the Notification Center inside the app or there is a moudle could do a push notification? (I.e. Invocie if it overdue) Thanks
Can't receive email from Monday.com
Hi, I can't receive my email verification from Monday.com. Can you please assist? Thanks!
What is the Difference Between MAILBOX SIZE & OST FILE SIZE
Internet is full of queries when it comes to finding out the difference between mailbox size and OST file size. Do you know why? Users who like to use MS Outlook 2000 and 2003 face the problem. It causes data corruption if the file size goes beyond its
Need to Create massive records In Zoho CRM Inventory Module From Zoho Analytics By API
I need to create a massive amount of records In Zoho CRM. I have a data source in Zoho analytics from an FTP server. There are almost 3.5lac records and new records are added every week. I can fetch all the records through API from Zoho analytics. I
Zoho + Fundbox: Why, What, and How of Small Business Capital Solutions
In today's world, small businesses have many tools and resources at hand to manage their working capital better. However, despite having these purpose-built solutions, there are times when a small business might run out of cash. Access to timely funding
Related companies
Most of my customers own many other businesses that are all separate business entities. When I am meeting with the business owner I am talking about all of his companies but I do not want to have 20 different leads for the same person. How can I enter
Customer Referrals
Hi We are trying to create a process where our existing contacts and customers can refer us to friends/people to generate new leads/contacts. We are looking to get basic new lead data such as name, phone and email which we can then follow up. We are a
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