Linking a project to a sales order
Is there a way to issue an invoice or sales orders for partial shipments. Many times we send parts as needed to a job site and then follow up with an inspection or additional engineering charges. I would love to link a project to each sales order or invoice.
sharing with a group
I have created a group and added members to it, but I do not see where/how I can share a sheet with that group. I only get the option to share using email addresses and that has limited me to 20 users. I need to share with more than 20 users, so I was
Zoho Performance Management - Performance Administrators
Hi, Any experience with the Performance Administrators setting? The documentation mentions: >>> You can also add new custom admins by selecting lookup fields from the employee form. To view data which can be accessed by Custom Admins who have been given
Campaign to know wich WF are still running
Hi There have been many changes in campaign functionality. When I open old campaigns I have the impression that old components are still present, but may not work correctly shortly. Where can I find functional mappings or equivalences indicating what
Résolu - Pas de réponse du support Zoho Connect
Bonjour, Mon organisation utilise Zoho Connect (Réseau Externe) en plan Enterprise pour fédérer les entreprises de notre groupement et j'en suis coordinatrice technique. Nous adressons régulièrement des tickets de remontée de bug ou de commentaires via
Connection does not exists
Hello, I'm trying to create a chatbot that on customer email will return the list of orders by this email. For this purpose created zohobot with Plugs that should fetch customer order ids from Zoho CRM by email. i added code to the SalesIQ Script orders
Default text for meeting invite
Hello, I send out meeting invites to our clients (leads) for a site visit appointment. In the description box I add the same text for every client. Is there a way of adding this text to a template so I don't have to type it up every time I send a meeting
New Features rolled out on May 12, 2022
Enhancements for Business Application Connectors Business Application Connectors in Zoho Analytics are enhanced with the following options. Advanced Analytics connector for Zoho Forms We are happy to announce that Advanced Analytics for Zoho Forms is
"Notes for this Lead" Section not working.
I am using the CRM, and when I go to the Notes for this Lead section, I can't save any additional notes. It was working yesterday. I can write whatever I want, but when I hit save, my new notes disappear. Please help!
workflow marge tag template
Hello, I would like to use marge tag template by using workflow. e.g.) 1. create a new record in Custom Module. 2. call a marge tag template (Zoho Writer) by using workflow. 3. fill in field values (form a new record in Custom Module) on marge tag template.
%Percentage
I don't know how to divide and have total in percentage, as I explain in the following image. https://www.screencast.com/t/oNZTctOG If someone have an idea, I will appreciate.
Developing Custom Zoho Extensions for Zoho Sites
Hi developers, I am trying to test out to create a testimonial widget by integrating with third party platform. It seems the Sigma doesn't have option to target Zoho sites from the "Service" menu. Is it currently unsupported? When I search the Zoho marketplace,
The New Zoho CRM Plus is here to stay from May 15th, 2018.
Last year, on November 1, 2017 - we released the New Zoho CRM Plus with an improved interface which offered a consistent user experience across all ten products. Since then, we have been testing and improving the New Zoho CRM Plus rigorously. The tons of feedback we've received from our customers have been immensely helpful to improve our product. We’re happy to say that finally - we are ready to jump into the deeper end of the pool. We are making The New Zoho CRM Plus as the default choice for
How to add code (java, c, c++) code into my page
I want to add the programs of different languages (C, C++, Java) into my website. How do I achieve this? For your reference., I want to add programs like to below to my website. #include <stdio.h> int main() { int a; long b; // equivalent to long
Documentation "digeste" pour zoho campaign
Le produit semble avoir bien évolué très/trop complet avec de nombreuses options. Travail de montée en connaissance qui n'est pas simplifié par la documentation. Cela oblige à passer en revue chaque composant pour comprendre les inteactions Serait-il
Multiple Paths Between the Same Stages in Blueprint
I started to set up a basic BLueprint flow within a custom field's "stages". I am happy to see that BLueprint can address some gaps in the Workflows. What I find limiting is that although I can set up multiple conditions for a transition from stage to stage, there is only one course of actions which satisfying those conditions will take me. Say, if conditions A and B satisfy, then I can take the course 1 to move to the next stage. There is no way to have an alternative course 2 to move to the same
Controlling layout via other fields and labels
What are some ways to control which layout appears for a customer based on a choice from another field? It would be nice to be able to dynamically display the correct layout based on their choice in the classification or category field. Or, I wouldn't
Meeting Creation and Location Options
Hi, When creating a meeting from a Lead, the Leads address information is presented as an option for the location (see picture below). This is very useful as it prevents errors by using the existing data (which due to a CRM 2 Address plugin is already
How do I change a pick list to a multi select
is there a way i can change a pick list field to a multi-select field. the field currently has some data and would be painful to recreate another field and do mass update by batches of 100. pls help.
How do I set the Zoho email notification sound on Android 11?
How do I set the Zoho email notification sound on Android 11?
TDS ON RENT ENTRY
I want to know how can i do Rent TDS Entry
Bigin Astuce #9 : Formulaire web
Bonjour à tous, Découvrons comment ajouter des contacts directement dans Bigin en recueillant les informations d'inscription de vos prospects sur votre site web, le tout sans la moindre ligne de code ! Supposons que vous ayez un site avec un formulaire
【Zoho CRM】サンドボックス機能に関するアップデート：タグの使用
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回の機能アップデートにより、Zoho CRM のサンドボックス内でタグ機能が使用できるようになりました。 ◎Zoho CRM のサンドボックスとは？ Zoho CRM のテスト用の環境です。本番環境とは別の独立した環境であり、さまざまな機能を本番環境と同様に追加できます。追加した機能をリアルタイムでテストすることが可能です。
Zoho Campaigns - édition pour les agences de marketing
En tant que spécialiste du marketing numérique, vous êtes conscient des défis que représente la gestion de campagnes pour plusieurs clients à la fois. Entre la planification du contenu, la conception de modèles, l'obtention de l'approbation du client,
New User Hierarchy in Projects
I really like the new user hierarchy in projects. I created the spreadsheet, uploaded it, and everything looks great, except I misspelled one of the email addresses. How do I edit my hierarchy? I edited the spreadsheet and re-uploaded it, but it didn't
Zoho Flow / Zoho CRM / WebHook creating a sales order error
Hi, I'm facing a error that I can't solve. The path begins with a external ERP sending a signal of a sales order, via webhook, to zoho flow. In my design, I put the first step to create a contact in Zoho CRM, them create an Iten in Inventy (or update
Duplicate an existing field?
After you've created a field, is there a way to duplicate the field you've created? Re-creating fields from scratch is a real pain !! Thank you !
How to edit the tabs in the Self Service Screen
Hi I would like to edit the tabs in the self service page but can't see how to do it. Can anyone tell me how it is done? Thanks
Unsubscribe to topic instead of unsubscribe to all
With the change to Topic management, we noticed a steep increase in unsubscribes. We found that this was due to the unsubscribe link leading to an un-branded splash page that has a gigantic green unsubscribe button which unsubscribes to all topics.
How to set the Font, size and color default while replying to the tickets?
I prefer to set Font- Verdana, Size-10, Color- Black in all of my replies. However every time when I reply to a ticket, all the three aspects are changed to something else and I have to manually set the Font, color and size before sending replies. Why
Can i add comments to embedded Record Summary?
I want the users comments to behave as same as in detail view. Thanks
Moving/restacking lines within checklists?
I just started using Zoho Notebook and it seems really good. Quick question: Is there a way I'm not seeing to "restack" items within a checklist? Meaning, if I have something farther down the list that I want to move up, can I do that? In other apps I've
Referring to fields within the description of a task
Hello. How can I refer to some fields within the description of a task in a blueprint? At the moment, it is not working as it should work..
zoho mail delivered as spam in gmail
I am using Zoho mail hosting (free plan) for my domain hitonelectronics.com. All the emails I sent from my Zoho account id is shown as spam in Gmail. I have checked it with two email IDs of my domain name using Zoho hosting. What is the problem?
Viewing old closed activities on a record with new owner
I've transferred over a lead to a new user/owner, this user cannot see any closed activities from the previous owner but can access everything else on the record. Is this a permissions setting? or do i have to reassign the owner of the closed tasks/calls/meetings
What is the data map() for url field?
I need to set a URL field via deluge. how to specify the data map for each sub-piece of the url field type? url link name title Thank you.
Cannot create new user account due to AS101 internal error
Hello, I am trying to create a user account mfolkes@theaoks.gq. For some reason, whenever I try to create the account, I get an error message saying: AS101: Internal error occurred. If you guys could please help me out ASAP, it would really be appreciated. Thanks! Noble Obodum Chief Operating Officer Webmaster Adventist Outreach Kids nobodum@theaoks.gq
Turn off auto save
Hi, is there any way to stop Zoho writer from auto saving after almost every keystroke? It has bogged my system down to the point of not being able to work and honestly I'm more than fed up with it. This was never a problem in the past so I'm not sure
Need a very easy deluge for field in accounts to sync with field in primary contact
Hi, I have my 2 modules with default names, Accounts and Contacts I have 1 field in each module named the same (État du compte) with the same API : tat_du_compte I have tried to use a deluge found here and customise it, I tried maybe 20 possibilities
Zoho CRM to Zoho Campaigns filter using Contact and Account fields
I'm new to Zoho CRM/Campaigns, headed over from the Mailchimp world. Question for you experts .. Is there a way to use both Contact & Account fields in Zoho CRM to create a mailing list in Zoho Campaigns? The Contact Sync feature only seem to allow for Contact fields to be used as filter criteria. I'm trying to pull together a mailing list of all Contacts belonging to Accounts with a certain Status (Status is a custom field against each Account - example values are Fit, Repeat Customer, Inactive
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