User Generated Reports edit record question
I have created a user permission set called "SuperUser" through the settings-> permission back end. The SuperUser is able to create their own reports, which works fine. But the user wants to be able to click the summary then edit the record/form fro
RingCentral SMS Integration for Zoho Desk
RingCentral SMS Integration for Zoho Desk Extension Link: https://marketplace.zoho.com/app/desk/ringcentralsms-integration-for-zoho-desk Enable SMS communication between support agents and end-users using the RingCentralSMS Integration
sorting tags end subtags
For mail and for ather applications it would be nice if the tag list could be sorted. Also subtags would help a lot, I use this a lot in GMail
How to mass copy one field to another
Hey, we need to copy all telephone numbers from contacts from the field "Tel. privat" to "Telefon". This shall be a one-time event with no other dependencies. How can i achieve that? Thanks!
Mass update with value from other field
I have a field called 'Greeting' where I want to put first name as default, but cannot find a way of doing this with mass update. Is it possible to somehow intorduce a formulae to Greeting field which says: If 'Greeting' is empty put in the value found in the 'First Name' field.
Concatenate Multi line Address field into a Single Line Field
Hi, Is there a way to concatenate the various Address fields into a single field? context below I have added the Zoho Sign integration to our CRM. I have an agreement template in Zoho Sign which i wish to fill based on information entered into a Deal
Concatenation problem in formula field
I am attempting to create a formula field that takes the first 3 characters of 1 field's contents and concatenates it with a '-' and then the value of another field that contains an autonumber. So, the formula that I have is: Concat(Substring(${Potentials.Project Type},0,3),'-',${Potentials.RFP_Hidden}) So, if Potentials.Project Type is "Online" and Potentials.RFP_Hidden is 2, then this field's value should be "Onl-2" I don't get any syntax errors when I save it, but then the field is blank when
Creator new user no access
Hello, We created a new user with a completely new created e-mail. Impossible to give access for Creator use. even after an invitation its an error. How is that possible if we didn't reach our limit of paid accounts per month ???? See attachment. There
Font size
My font has changed and has become too small. How do I return it to it's original size?
Default Font size in ticket
Greetings, How can I set a default size and font for every ticket?
Is there a way to set the font size
Is there a way to set the default font size to a larger size for outgoing email?
Workflow Field Update - Lookup Field?
Hello, Trying to use a workflow to update a field in the Potentials module (an ID field). I want it to look up the values of two other fields on the same card and concatenate them to form a new field as follows: On CREATE $Potentials.[ID] = $Potentials.[Business
Firefox addon not working
Cheers, I just installed the Firefox addon and it doesn't work at all. When I click it it keeps trying to connect and nothing happens. Using the latest addon and Firefox 57.0.2 on windows 10. Any help would be appreciated. Thanks.
Can a Client upload / create a password to share with our team?
We are a digital agency, and usually have to get client passwords for various website integrations. I don't see this function anywhere, but I might just be missing it. Is there a way that a client can create a secret and share with their project manager
Decryption of secrets
Hi, I am referring following document to create a POC for the same. https://www.zoho.com/vault/api I can get JSON of the all secretes, also I have required details like passphrase, salt. I am using c# for decryption. But not sure what goes wrong. I will appreciate any help.
Attachments will not download
I am having trouble downloading attachments from Zoho Mail. This seems to be especially bad with PDFs. I have ended up forwarding the emails to my Gmail account so I can access the attachments. This is happening in the web interface and the PC client.
Forward to BCC Dropbox
Dear Zoho Team, We're finding that, especially when people start using Zoho, they often forget to use the BCC Dropbox option to copy an email to the relevant contact record. While it's possible to send some type of follow-up email and use the BCC Dropbox
50% Upfront Payment Terms
In books does the invoicing allow for a standard 50% upfront, balance on delivery option? If so where do I set this up? Also does the system allow for variations of this option?
Need Event Management in Zoho CRM
Hi there Recently found Zoho CRM and I like it. I am looking at moving my whole CRM setup to Zoho but I have one main area that I need to keep track of, but I cannot workout how to do that in Zoho at the moment. Essentially, we run workshops that attendees
Phone number search issues
When entering phone numbers in the Leads/Contacts, it is easiest to just enter the number without any parenthesis or hyphens (without formatting) and after saving the record, Zoho formats it for you - which is GREAT. However, you are not able to do a
debit note
Hi There, How do i create Debit Note for Purchase return bills? Have purchased materials from vendors and the materials are not good or faulty so have to send it back to him. How am i able to do it without raising Debit Note for purchased materials.
How to add "cost", "processing fees", and "shipping charges" to a report
I would like a report similar to the Payments Received report, except listing the total cost for each invoice and the processing fees for each invoice. I honestly can't find one single prebuilt report that lists any costs. In my case, products are being
Is there a way to populate multiple Delievery challah in Single invoice?
Hi, We are basically into IT services and give complete solution. Many times it happens that we send material on multiple delivery challans and raise a single invoice from all challans. We are using delivery challan and invoice only for our customer billing.
How to trigger a workflow when a zoho survey is answered for a lead/contact?
HI, I set up a Zoho Survey that is synchronized with CRM. From the CRM, I select a lead, send him an email, with the link to the survey (link using the "instert template" button). When the leads answers the survey, the survey can be found in the Lead's
Sales without Invoice
I run an online business where 100% of my sales are without invoices. Why can't I see these transactions under either Sales or Payments Received? What is the simplest way to view my Sales without Invoices (which is all of my sales)?
Can't access zoho DNS URL
Greetings, Hope this finds you well. I'm trying to point my zoho.com domain to another provider but i can't access the DNS domain manager, it says: Error: Invalid username/password combination for domain.com. Authentication Error.
Tiny Tip Tuesday #49
What is survey fatigue? Is it a real thing? Survey fatigue, or research fatigue as it is commonly called, is a decline in the performance of detailed research due to the participant becoming bored with the task. A lack of motivation to finish the survey
Different icons for Availability status
Hello. This is more of small little fun idea. Currently there is only a green circle for an availability status. I was wondering if it would be possible to be able to change this icon for some other emoji, just to spice this up a bit? I can see that Google
Editing of fields in Bigin to map to imported data
I would like to upload our product range ( Training course) It has specific data fields. Can one edit the available fields in Bigin to map the data to. The data fields available under products in Bigin do not map to our required data fields
Customised report - payments received but including tax amounts
Hi, I'm looking to create a monthly report that will give me the total of all payments received during that period. The problem is I need it to break down the tax amount and tax type on each payment received. Is there currently anyway of doing this?
Adding Subscription to an Existing Customer - Subscriptions API
Good day, Please I am trying to add subscription to an exiting customer, so I send the customer ID along with other request parameters. but I get the error message "The Customer field can neither be blank nor be incorrect. Please enter a correct customer."
Update all contacts based on criteria
Hi, I'm trying to figure out if it's possible to create a workflow to update all contacts connected to a specified account (or opportunity-deal, if that's easier) when a specified field (in account or opportunity) is changed. Ive managed to make the workflow
reformat eoMonth() function
I am trying to get the eoMonth() to produce year-month-day since that is the only accepted input in my flow for updating a module to accept a date. However using this function shows month-day-year. Is there anyway to resolve this?
DEFAULT COMPANY CURRENCY
I want to change the default currency on my organization. I want the USD ($) to be the default and the rest currencies as secondary. I live in Guatemala and we started using GTQ and as secondary USD ($). Now we are expanding and when I create products
Customize the sorting order of your picklist values
Dear All, Greetings, we hope you are well! We have a quick update on how picklists are sorted in Zoho CRM. Let's go! Adding a picklist field to a record layout, helps you choose and associate value(s) conveniently from a drop-down menu. These values can
Allowing people to access my schedule
Hi, I am new to Zoho. I signed up so that when someone wants to get on my schedule I can provide them a link to access and view my availability. Just not sure how to do this. thanks Tod Henby
Dashboard - Report scroll bar
Dear Zoho Staff, Would it be possible to scroll chart report horizontally. Other BI Tool also have this feature and I expect Zoho Analytic would have too. But I cannot find a way to achieve. Best Regards, Karanig Nititham
Migrate particular row to another workbook
I need help with migrating a particular row, when the particular task is assigned to certain person within department, the task is auto added to the department HOD Ex. Task A is assigned to X, and I want the whole row to be reflected in X workbook.
Office 365 IMAP wrong credentials
Hi, I am trying to connect ZOHO CRM to office 365 (Imap). But everyting i try it keeps saying there is someting wrong with the credentials. But i am 100% sure there are correct en tried it with a different IMAP connector, and that worked fine. I also made a app specific password in Office365 Can you help me? Herman
'Advanced Campaigns' and 'Regular Campaigns' are now merged!
We are here with the first update of 2022. These changes in Zoho Campaigns are designed to make the user experience simpler for our customers. The changes will reflect from March 22, 2022 onwards. However, it will not affect any of your existing campaigns
Next Page