How to determine which folders and files are taking space in my Zoho docs account ?
Hi , I get an error saying that I have exceeded the 5GB limit in my Zoho Docs account , so despite going ahead and deleting files - it still shows the same . How do I determine which folders are taking space as I don't see anywhere where the sizes are being displayed. Thanks, Sobin
Unable to connect to Zoho email server while using Fluent SMTP plugin
I set up emails on zohomail platform for my website to handle email deliveries, I built the website on wordpress CMS, I tried configuring Zoho emails with my wordpress using Flunet SMTP plugin but it is not being connected to the server,when I contacted
Deluge Change Quote Stage When Quote Stage is Changed
Hello community, I need a Deluge code to change the Deal stage when the Quote stage changes. I want to use Workflow so when Quote Stage is changed to Accepted the Deal Stage is moved to Accepted. Thank you so much for your time and support! Ivan
CPQ Tools for Zoho
Has anyone integrated a CPQ tool with Zoho CRM and If so, which?
adding a second email account to zoho
Hello I own the domain leatherforpets.com and this domain has 2 email accounts . One is info@leatherforpets.com and the other is utube@leatherforpets.com The info@... account has been migrated to zoho for 2 months now and everything works fine . I
Multiple open email accounts
How can I have three Zoho email accounts open in my browser at the same time. I always have to log out of one to log in to another.
Asset account
Hi, I purchase assets (like laptops) with my credit card. I cannot add my It asset account (from book integration) into Zoho Expenses. How shoud I record this transaction? Thanks Marie
Can The Default "From" Address Be Set To Blank? Or Otherwise Force The User To Choose A Sending Email Each Time?
New to Zoho (about a week now). Very much liking Zoho so far. I do have one minor issue I've not been able to sort out on my own. I've already had trouble remembering to choose the correct From address when sending emails from one of my aliases. I'd
How to share busy times from all calendars using Zoho Calendar?
I'm trying Zoho Calendar. I have an App calendar within (gmail) so I'm trying to have one calendar (Zoho) that aggreates all my calendars. Now I want to share my Zoho calendar to people could see when I'm busy. I found how to share the calendar . The
New CRM Deal Variables Not Working in Zoho Flow
Hi. I updated my CRM fields and inserted variables in Zoho Flow, but the new variable data is not showing up. It works perfectly when I use Test and Debug but it does not work when I use the normal automated flow. Please see attached screenshots. Th
Display the sum of expense item amount values by category in a report
I created a form that is used to input expense items. The form has many fields but the ones of interest are Category (e.g., Office Rent, Internet, Computer Support, etc.), Date, and Amount. I need to create a report that will display the sum of each expense
Simple Photo Gallery in Creator
I'm wondering if anyone has ever created a simple photo gallery in Creator. I'm envisioning an HTML view that has a list of links dynamically created from a separate Photo_Upload form. The form includes a title from the photo, a caption, and the upload field, with a possible option to denote a default photo to show on the HTML view. The HTML view shows the default photo with a set of links above, possibly a dropdown menu. Using the iframe refresh method, if a link is selected the picture changes.
Heading vs Text in Mega Menu
Hello When I choose a new menu item in the mega menu to show as 'Heading', there doesn't seem to any difference in appearance to show as 'Text'. I'm assuming there should be a visible difference between them. Is there something I'm missing? Does it
More Flexible Search, Especially "is empty", and/or Sort Options
Here are some use cases and examples: We have a custom field with a date column that lists the date the item was created/imported. It would be really nice to simply be able to search for instances where that field is empty, but only date fields can be
I deleted all my files from Docs but it still shows I am using 2.05GB of space
I was having trouble uploading more files because of the 1GB/user limit. To troubleshoot, I deleted all of my files including cleaning up the trash. However, when I go to Storage Details it's still showing I used 2.05GB of space. What could be the problem?
Is it best practice to use the exact same if statement in two different places?
I'm using the following if statement: // Display Writer Rate field if Position contains "Writer" and Type is "Freelancer"; hide otherwise. hide Writer_Rate; if ((input.Type == "Freelancer") && input.Position_s.contains("Writer")) { show Writer_Rate; } I've included this statement within the On User Input section of two different fields: Position and Type. Is that best practice? It feels messy to me (e.g. if you wanted to amend the if statement, you'd need to remember to do it in the two different
Dose ZOHO Creator Support a True JSON POST ?
I want to make POST Request to Google Calender API and its Content Type is in JSON Format for example look image1. see its content type is in JSON Format and i am Writing code which will make POST Request to Google Calender API but ZOHO is not sending the JSON format to Google Calender API. what should i do to force it to change in JSON Format. here is something i am geeting look image2= So how i force ZOHO to Change its Content Type to JSON and i Want to Send Actual JSON From ZOHO to Google API
Ticket Approval Reporting
Dear Sir, We are using approval section for ticket as shown in attached picture Ticket is approved by Team manager. Our question is how can we take the report in Zoho Analytics that will shows us If ticket is approved or not ? Is this information
How to use merge fields in the API?
I'm trying to create a new writer document through the Zoho writer API and I'm wondering how I can fill in the merge fields in my template. I have two merge fields called "Name" and "Address." Here's the code I'm using to create the new document. writerDoc
Bad Performance at all applications from zoho
Hello, On 08.04.2022 we have extremely long waiting times for all applications from Zoho. For example, I waited 5 minutes for the calendar today. Please check your performance and improve it. As an IT admin, I unfortunately get many confirmations that
Duplicate Leads
We have a problem with duplicates. So we create a lead on Zoho whilst prospecting. Once the customer is happy to proceed we forward them to a webform powered by Zoho on our website. We need them to fill this form in because it involves them accepting terms and conditions. The form is at a fixed link which we give out i.e. www.company.com/form When this lead enters Zoho it creates a duplicate and the sales guy just don't use the merge and find duplicate functions at that point. So ideally it needs
Custom layouts not working
Something has happened with the custom layouts in the last updates. I have custom mobile layouts but they have stopped applying in the last few days. Does anyone have information on this and how it can be fixed? It happens to me in several reports.
How to hide/show a section in Zoho creator 5?
Ho can I hide/show an entire section in Zoho creator 5. I searched for the solution but every says go to Application Settings<Sections. But I don't find sections page in settings. Here's how my section page looks.
Zoho Charts and Trendiness
I'm pretty new to Zoho Analytics, and this is a pretty basic question. I've created some solid vertical bar charts. Everything looks the way I want it. However, I went in and decided I wanted to add a linear trend line to overlay the bar chart. It
Zip Code Location - GeoMap
See image below For Zip Code 2139 (Cambridge MA, USA) the ZOHO GeoMap defaults the location to somewhere in Australia.... this is not correct. Can you please correct this or show me how I can correct it locally? Correct Latitude and Longitude for zip
Zoho CRM Plus - Where do I find/edit opportunity dashboard and custom charts added to it?
I have created a custom report and an associated chart. Then I added that chart to an opportunity dashboard. Where do I preview the opportunity dashboard? I see that once the chart is created I can add it to my administrator home page. However, I'd like
How to Add Tracking Numbers
I would like an easy way to add tracking numbers for outgoing correspondence that we send. We use Projects for management of tasks like this, but there is no way in Projects to dedicate a field to all our correspondence tracking numbers unless we do this under a task list and that seems off. I had thought about creating a custom module in CRM to house this information, but the information would be static. After one entry would be made there would not be another field to put in another tracking number
CRM Function Gallery doesn't have any functions in it
I may have misunderstood, but I thought there'd be some pre-built functions in the gallery that I could work off of. Did I misunderstand that? My function gallery is empty.
Email spell check no longer working
The spell check seems to work then stop working. How do we reset it so it stays on? The green checkbox on the bottom says items are spelled correctly but they are clearly not. Thanks
Custom priority queue
I have a custom field in CRM that is called priority. Is there a way currently to use a priority queue to, when one item has this field is changed, push the other items lower on priority to maintain this list. The problem I am currently having is that
question , programming zoho crm customer ids
Hi, We are new customers of Zoho products, currently we are using zoho crm ultimate for insurance, zoho mail and zoho campaigns. To your knowledge, is it possible to program the number ID assigned to new customers within zoho crm? we would like to use
Book an appointment within multiple days span
Hello, is it possible to create a Consultation for a more-than-a-day event? We will participate in a 3 day fair and we would like to give the possibility to our customer to book an appointment during those days and within the fair opening times. Thank
CRM/Books Sync History for Products - pull/push error count reset?
Hi all, when syncing products in CRM with Books and vice versa we see in the sync history the "Pull" and "Push" error counts. when opening the pull or push errors, we see a list of products with some kind of error cause - that's ok. we fixed such errors
SPF Verification continues to fail
I am completed all the setup. The "Domain Details" lookup even shows the records are correct, but my domain won't pass the SPF verification. The records have been updated over 48 hrs now, with no changes, and it still will not verify. Everything matches
Form links are not opening
The links which are been created are not opening and it just loading
Zoho Books integration with Zoho Project should not require Primary (external) Client to sync
The current integration workflow between Zoho Projects and Zoho Books requires every Zoho Project to have a Primary Client before it will sync to Zoho Books. I am at a loss as to why this workflow was created this way. We have many projects in Zoho Project that are all internal - none of them have an external Primary Client user. We still want to track Profitability for these projects in Zoho Books and want to sync them to attach bills, invoices, etc. However, because we don't have a Primary
Blocked mail....why, it is paid for.
I have been having extreme trouble with my mail using Outlook 2016 as a client...Now a friend has told me my service is blocked...
New enhancement in the latest version of the Sprints Android mobile app.
Hello, In the latest version of the Sprints Android mobile app (v1.1.33), we have made an enhancement to display the username along with the email address when adding an existing team user in the 'Add User' form. Earlier, while adding an existing user,
La gestion effective de budget de vos projets via Zoho Projects
L'objectif de la gestion de budget est de contrôler les coûts du projet, et ainsi réaliser les objectifs attendus du projet dans la limite attendue, élément crucial de tout projet. Zoho Projects permet au chef de projet de visualiser en temps réel les
How to add incoming calls to Zoho CRM as a lead?
I am looking for solutions to create new leads from calls. It's neede when there's an incoming call and the phone number isn't associated with any of the existing records,
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