Field reset when Cloning a record
If a user clones an account record, how can I force the Account Type field to reset to a different option?
Email picture extremely oversized when sent to clients
I have a small profile picture in my email signature but when clients reply back, the picture blows up takes up the entire page. I haven't figured out why, any suggestions? Original File Size is 995 kb exported to JPEG from Preview on a mac.
ID Layout Zoho CRM
Could someone help me with a question , how can i know the id of a zoho CRM layout for reporting within zoho analytics . ?
zb code
Hello, I need to set zb code for my Shopify store. Where to find it? I also have Zoho mx records installed but there is one more mx record with priority 1. Do I need to delete this record?
Task Numbering
Does anyone know ANYTHING about this new task numbering system that was just released today? I find it frustrating that updates are rolled out randomly with no prior announcement, communication, or support information. I contacted Zoho Support and was told they are working on a UserGuide "soon" and that "it will be useful to number your tasks." Also there is no way to disable this (completely useless) feature. I would like to have more information on updates BEFORE they happen so I can inform my
In Themes: How to colorize the entire page
First off we'd like to thank Zoho team for the new mail appearance. The old one was just, uhmm, old. Now about the new look, the current themes allow only changing the side bar colors so I was wondering if there's a way to change the content areas as well? I wish for dark reading area because staring at white screen for hours everyday just gets tiring to the eyes. Thanks and conragtulations. Sbook
Bug in Zoho People: When entering time does not enforce the default "Billable" or "Non-Billable"
hen entering time Zoho People does not enforce the default "Billable" or "Non-Billable" status for a job if the "Billable Status" setting under Time Entry > Settings > General Settings > Time Log Field Customization is not checked. For example: If
Creating a Project in Quickbooks online once a PO is Recieved
I am trying to find the way to Create a project in Quickbooks under the client once the Purchase Order is received. I cannot find an option to "Create a Project." Can anyone help?
Session Recordings - Search/Filter by IP
Is it possible to search or filter Session Recordings by IP? In a similar way Full Story is allowing it?
What's New—April 2022
Hello Backstage users, This month our existing features have undergone a few updates and enhancements. We hope you can see the difference in how much better and more cohesive the overall Backstage experience is. So here we go with a quick rundown of all
Introducing the Shifts module
Hello, We're back with a very useful update this time. Shifts is now a module inside Zoho Workerly! Now, you can view the shifts of assigned temps in a click. Using the filter, you can drill down into who's working when, the job they're assigned
Zoho Projects - Update tasks based on an import?
Here is a use case I run into often but have found the import functionality not working as expected In Zoho projects, i have about 2,400 tasks for my project I needed to update the status of about 800 of the tasks to mark them Closed So i did a bulk export of the tasks.. updated the status and then used the import functionality to import all the tasks back I made sure to include the Task ID and the Task Name in the import HOPING that the system would be smart enough to match the two up and UPDATE
Using the flow name in custom functions as variable
Hi, In custom functions, is there any way to read/fetch the name of the flow executing that function? We are sending emails to some specific users inside the custom functions if an unexpected case is occured. Currently, the emails say which function got
Make a field required based on answer to another field
Is there a way to make a field entry required based on the input of another field? If so, how can that be done? Thanks
Avril : Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour à tous, Nous continuons de partager avec vous de nombreuses actualités. Voici un résumé des différents thèmes abordés. Zoho CRM La partage des données L'importation des entrées de formulaires L'intégration Whatsapp Zoho Projects La collaboration
Secure Email for Secure Communications | Zoho Mail
Zoho Mail, also known as Zoho email, is a web-based email service that gives you a sophisticated mail tool. Zoho Mail is a perfect supplement to any company's digital communication assets. It has the security and reliability of an industry leader behind
Email Template - Include the information of Notes added
One of the rules and alerts i have so i can know what leads or business oportunities my sale reps are managing is receiving an alert every time they edit some information regarding that lead or business. But in the email template i can put assign the
Customer installation sign off Forms, CRM, Sign
Hi there I looking for the best way to achieve this workflow. This is for an installation sign-off of a deal (large equipment). I want to be able to create a form that pulls the account information from the Zoho CRM Accounts module ( i think I can do
How to upload a file to Zoho Catalyst?
I'm trying to upload a file to Catalyst using the following API. https://catalyst.zoho.com/help/api/file/upload-file.html The problem is that I keep getting the following error. {"status":"failure","data":{"message":"Invalid input value for file","error_code":"INVALID_INPUT"}}
How to get embedded Dashboard from Analytics to ALWAYS show in Zoho Show
We use Zoho Show to run my teams Sales meeting. On the left hand of the slide we capture weekly notes/progress on the fly as a team and the right hand of the slide we have a dashboard from analytics embedded to show things like up to date YTD/MTD sales,
Woocommerce Integration
Has anyone else used another platform apart from kloudconnectors to connect Woocommerce and Zoho Inventory?
ZohoOne Sheets, Calendar Freeze
Does anyone else have constant ZohoOne App freezing? It is most consistent for me across Zoho Workdrive, ZohoSheets, ZohoMail. I am the Admin of the account and consider myself to be reasonably tech savvy. I run a MacBook Pro with 16GB RAM on a reasonably
Import the same file to different modules
So I want to import excel data both to contacts and to accounts. I usually have to import contact first, then import accounts afterwards. Is it feasible to import just once? Tried the automation feature but I guess they don't provide in different module
Potential Report Filter = Closing Date
Does anyone have a way to set the filter for Closing Date to "before" "TODAY."
Populating user input from same form for a follow-up question
Good day How do I re-use input provided from one question to create a follow-up question based on the input provided. Scenario: Question: Provide a list of your directors Director 1 AB Abdul Director 2 CD Singh I'd like to populate the input from the
Associate emails with accounts
I can manually associate phone calls with accounts, but the same cannot be done with emails. A fix for this needs to happen ASAP. Here is an example: Attorney John Doe sends me three emails. The first one is regarding Tom, the second one is regarding
Can't connect latest version of outlook to imappro.zoho.com
When using Outlook desktop for Microsoft 365 when you add an account and select imap and select to setup account manually, the next thing it prompts for is the password and does not give you an area to put in the server as imappro.zoho.com If you enter
Restrict Customer Portal Data by Other than Added_User == zoho.loginuser?
Hi, I have almost finished building the main processes in my app. I was led to believe by the documentation that the customer portal would be perfect for enabling customers to view their data in a restricted fashion. That's how it's documented. However, when one goes to utilize this feature you will find out quickly that they are very literal as Customer's can truly only see the data they've entered in your Zoho app (using the default configuration), but none of the data you've added for them! This
Not able to add .ml business mail
I have a business mail that has a .ml top-level domain. I own this domain and I have had it for almost a year now. Is there any way to give me permission to use this domain?
Deluge date of submission to a client
Hello we are french customer of Zoho How do we get the date of submission of a candidate to a job? We want to get that data with deluge Api Can you help us please?
How to Check if Access Token is Expired or Not
I am using my Refresh Token to generate an access token (which is valid for 60 min). I am then storing the access token in an organization variable that I can reference in subsequent scripts. When subsequent scripts run, is there a way for me to first
How do I automatically update a project status?
How can I automatically update a project status when a task is closed out? For instance, when I set a specific task status to "closed", I would like that to automatically update the project status to "in progress".
Retainer Invoice and payment in Zoho Projects
Is it possible to create a retainer invoice on a project (from within Projects) and have it applied to invoices to be paid?
Managing meeting minutes and actions as part of a project
Hi, is anyone using Zoho features to address the following scenario? And even if you are not using Zoho features, have you come across with similar ask? Overall I am trying to address a challenge with minute taking/tracking As part of project, often,
Track time against events, and allow associating of tasks to events.
can you please add the ability to track time against Events, and also to associate tasks to events. This would help our scheduling a lot. Right now we make a task for each appointment which the techs then track time against. then they have to complete
Anyone switched from Hubspot to Zoho CRM?
Our small business has been using Hubspot for several years. We are just using their Marketing Starter plan for about $140 / month. We integrate Hubspot with Call Tracking Metrics so inbound calls auto-create contacts within Hubspot. Sales leads (mostly
API to retrieve picklist options
Some module values are tied to picklists that may be a default or may be customized. Is there an API available to retrieve the choices available for picklists, whether they be the default or custom? Please let me know if this requires further clarification. Thanks
How can I allow a user to only view specific deals?
Hello, I'm trying to make a user profile that only allows a user to view their deals based on a field. In this case, I would like the user to only be able to view/change deals in the state of Michigan. How can I go about this?
Not Receiving Emails Since A Week Ago Please
I'm having similar issue as another strings here. I initially posted this in one of those strings, however acknowledged it was very nearly seven days old and checked settled. So ideally this is taken care of here faster since this issue has been on going
Can't Delete Imported Tables
I have some old imported tables from "Survey Monkey" - I no longer am using Survey Monkey and would like to delete these tables, but am getting an error forbidding me from doing so The error is: is a system table and cannot be deleted How do I get around
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