Video Interview Call screen sharing capability
This feature alone forced us to not use zoho interviews and go for zoom call interviews. so we can ask candidate to share screen and write while interview process is going on.
Zoho CRM Report Module
We noticed yesterday the Report Module was updated, however I wasn't able to find anything in the release notes for this (https://www.zoho.com/crm/whats-new/release-notes.html). For now you can switch back between the old version and the new BUT, I have
Zoho Mail Android app now supports Dark theme!
Hello All, In the latest version (v2.4.16) of the Zoho Mail Android app, we have brought in support for Dark theme feature. Now, the Zoho Mail app will automatically switch to dark theme when the phone is set to dark theme. This feature is available from Android 10. For the app to follow the dark theme as on the mobile device, please enable 'Follow Battery Saver' option within the Zoho Mail mobile app settings. Please refer to the GIF attached below for your understanding: Also, we’ve now brought
Multiple portal user activation ?
Hello, is there a way to send a self portal invite to multiple users. It would be great to be able to search for users by specifying search criterias such as "account" and then being able to "select all" and "send invite" Right now, the only way i see
Automatic emails based on date
Hello, I just purchased the enterprise version, honestly, the only reason at the moment is because I want to send automatic emails, but I have some issue setting it up, I was hoping you can provide some instructions or guidelines on how to do that. I want to send two types of emails: 1. A happy birthday/anniversary - which should be triggered based on the Date of Birth field I have in the "contacts" module, exactly on the birthday date and will go on indefinitely (meaning, the email will be sent
find & delete documents from a project
Hi, I have added documents to a via tasks, and I can see them if I click the Associate Documents button in a task, but I do not see anywhere that I can delete them. If I go to docs.zoho.com, none of my files show up. I see in other questions there is a document tab on the left side of the screen, but I do not see that in my portal. Could someone please tell me how I can see a list of all documents I have upload and where I can delete them? (There is no option from the Associate Documents pop
Zoho Desk Lagging/Running Slow
We are having an issue with Desk running slow while using it. It lags pretty significantly and makes it tough to use. Is this typical? We did have ~20k tickets moved in - could this be the cause?
custom fonts
We just try to create some custom templates and already managed to add some custom images. But another important feature is to add our custom fonts, because they are part of our corporate identity. Is there a chance to include a font file (maybe in css3 style). Do you use a browser engine to render the PDF-Documents? Webkit? Thanks and regards, maxus
Export Customer/Contact list
We have tightened our standards on creating new contacts, but want to export the entire contact list. Is there a way to do this?
Select multiple tasks to mark complete
I am trying to find a way to select multiple tasks to mark complete. Is there a way to do this? It seems like a common function but I can not see where it is available.
Artikelkopfzeile in der mobilen Version
Unsere Angebote beinhalten immer Artikelkopfzeilen, sterben in der mobilen Version nicht dargestellt bzw. werden. Deshalb kann man mit der mobilen Version nur Angebote ohne Artikelkopfzeile anlegen. Wann wird es die Artikelkopfzeile in der mobilen Version
Possible Use Case for Zoho Creator: eBook App / Offline Website?
Hi Zoho Creator Team, Please confirm if you have any resources describing how Zoho Creator could be used to create a book app / offline website? We have a book website (www.agribook.co.za) which we would like farmers to be able to access while offline,
Green Screen option for ZOHO Meetings
Hi, I m currently using ZOOM for my meetings and webinars but would love to use ZOHO Meetings due to the integration with CRM etc. Does ZOHO Meetings have a green screen option? ie substitute my video background with an image? If not would suggest it should be added.... Thanks Rod
Busca de candidatos correspondentes ao perfil da vaga
Olá a todos, O ZOHO RECRUIT não está realizando uma busca correta de currículos de candidatos com o perfil correspondentes as vagas, geralmente usamos "Encontrar candidatos correspondentes" e o ZIA. Os candidatos que aparecem, independente da porcentagem
How to get the ID of the "Contact Person" by email?
Hi, I need to get the ID of a Contact Person record in Zoho books by its email address. When I do a request like zoho.books.getRecords("Contacts",organizationID,{"email":"sometestemail@here.com"},"zohobooks_custom") i receive the data about the Company,
Custom Function - Wait for code to finish before loading
We are currently using a custom function which, in part, pulls information from a Contact Record and adds it to a custom field in a Sales Order after formatting it. The custom function is triggered by a workflow rule when a sales order is created or edited.
Zoho Books Data backup with attachement
Hi first of all thanks for your help, I'm a daily user of zoho books since its lunch, and i'm trying to find a way to download my Data with their attachement (paiements & invoices attachements). is there a way to do that ? 'cause the CSV backup isn't
Direct Integration with Major Hotel Chains and Airlines for Auto Receipt Import
Hi Team, We love the Zoho Expense app - functions well, VERY simple to manage from an admin perspective, and the ability to have our team easily assign transactions to OUR chart of accounts is fantastic. We moved over from Concur and would never move
When a zoho-user replies to an e-mail, that e-mail is included in an ugly way, let's make that more beautiful!
Dear sir/madam, When someone replies to an e-mail, that e-mail is included like this: ---- On za, 01 okt 2016 16:45:41 +0200Elsa Blaauboer <Elsa@paard.nl> wrote ---- bla bla bla This doesn't look very pretty! Other mailservice providers include e-mails
Calendar events sent to my Zoho email address going to GMail
I have GMail linked to my email as a backup. Most of the time whenever a calendar event is created and sent to my Zoho email address it will show up only in my GMail account and not Zoho, and it will be addressed to my GMail address. Then whenever I open
Shared Data - Developed App for Multiple Clients
Hi, I am currently designing an industry-specific app that I would like to sell to multiple clients. I was thinking of creating a single app (or DB) that has all vendors in it and uses it between all clients. This way I didn't have to populate each deployed
Listening / Recording Audio Assessment
For Listening Comprehension and Audio Recordings, is there a way for us to upload audio for the candidate to listen to and allows candidate to upload his/her audio recording? Thanks! Regards, Wells
Copy data from one subform to another subform in a different mainform
I have two sub forms in different main form. I want to fetch all the subform rows from one subform to second subform. Thanks in advance.
Importing spreadsheets into database
I get spreadsheet in all different formats but the core data I need is the same. Is there a way to create an import template? Where I can map columns with a field in the database. Ulitimitley I need to generate a report for several 100 customers. Right
Impossible to add a client user to a project in CRM
Hi, When I try to add a client user in a project in the crm, only 48 users appear in the search box. I am looking to add a customer whose first name begins with F and only users whose first names begin between J and Z appear. Is this a recent bug? Regards
Why doesn't Commerce have a CHAT help team like Books?
Commerce is a more expensive product, especially considering the monthly % being paid, and yet has only email available to help solve problems, while Inventory and Books have an amazing team available on chat. As a business owner, it can be incredibly
Zoho Docs API, password protected files
Hello, we are using using API to edit files located in our server (we provide iFrame editors for users) Is it possible to have password protected files? Like apply password in MS Office, upload this file on our server and than opening via Zoho to request enter that password. Or from Zoho API side set password.
Sheet Default Font
Is is possible to set the default font and font size in Zoho Sheet ?
Zoho desk and mail template for remote support request
When I send a remote support request from ticket in Zoho Desk, the default email template is always used. In Zoho Assist, I created my own mail template and set it as the default, but it is still not used by Desk. So: how can I set up the email template
Repeat Items not complying with rules set up for them
Since having to go over to the new style calendar I am having problems with repeat. I enter an appointment or reminder. For the most part I only request a reminder 3 times per week - Repeat Weekly - Highlight the days and set an end date and click on
Rich Text or Markdown Formatting for Notes
It would be awesome if we could format the text and content in the Notes section on Deals, Contacts, etc. It is helpful to be able to make some things bold or underlined. And being able to use bullets and other formatting actions is helpful in several
Unable to conncect to Zoho CRM
When attempting to add contacts by Synchronising Zoho Campaigns with Zoho CRM the message "Unable to Connect to Zoho CRM" comes up. Not sure if it is to do with the privileges of my account, although I am an admin. Any help would be much appreciated
CORs needs fixed on required js files to allow Connect to work
Made another ticket but getting no reply so will keep posting These are the errors when trying to attach a file to a paid external Connect network.
Coupon in der Artikel-liste nicht mehr sichtbar
Wir haben einen Gutschein angelegt, der Rabatt wird nun nicht mehr bei der Artikel-Liste gezeigt. Nun noch im Artikel selber
Autor der Blogbeiträge
Wir haben festgestellt, das der Autor der Blogbeiträge immer der Superadmin ist. Was könnten wir falsch gemacht haben?
Suporte de TI - Zoho Desk com integração Whatsapp
Estou tentando há mais de 2 meses resolver o problema de integrar o Whatsapp ao Zoho Desk. Percebi que já existe a possibilidade de integração com um plugin do Zoho, mas a versão beta ainda não saiu. Gostaria que alguém me informasse algum app ou método
Search Contacts API not working properly; Returning 204 status.
Search Contacts API returning 204 response when trying to fetch the contacts based on phone number. It is working abnormally. Sometimes when i try to hit the api it return the contact but soetime it returns the empty repsonse with 204 status. Bellow is
New DESK UI not refreshing
the new UI is not refreshing automatically when a tread is updated, this need to be resolved
Removing Vendor
Hi, I wrongly added a new Vendor but I couldn't where the delete button. I'd like to remove the new Vendor. I attached a screenshot for you to be able to see clearly understandable. Shortly, how can I delete vendors? Thank you so much,
highlight current period in bar chart
I have a bar chart the shows the current value of bookings/appointments for past and future weeks along the horizontal axis. There are roughly 40 weeks shown on the chart with the current week somewhere in the middle. Is it possible to highlight or change
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