HubSpot to Zoho -OR- Zoho to HubSpot
I'm wondering if anyone has any opinions on whether it's better to setup the integration in HubSpot or setup the integration in Zoho?
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen?
Integration of Status Timeline from Zoho Projects to Zoho Analytics
In Zoho Projects, we have a way to find out the status timeline of each tasks in a specific project. Currently, we don't have a way to pull that information up in bulk, like being able to consolidate the status timeline of all tasks in one report. But
Notes - differentiantion in the Notes lists
Hello, it would be very helpful, if the Notes were somehow differentiated in the Notes overview/list, ie by color. It would help to quickly identify a specific Note when ie looking for a call or specific note related to interview, candidate submission,
Is it possible to record an expense to a specific task?
Is it possible to record a vendor invoice or an expense not only to the project but to a specific task in zoho project, maybe with a lookup field? Then I can analyse it in Zoho Analytics?
iOS ZohoDeskPortalServices integration issue with latest Xcode 13.3 and swift 5
Hi Team, We are integrating ZohoDeskPortalServices in our iOS app but facing run time exception. Below is the log: We are using Xcode 13.3 and swift 5 for our iOS project. This integration is using pod. Please have a look at the issue. Thanks.
On screen pop-up for agents?
Is there any way to have Desk provide an on screen popup if an account matches a set requirement?
Moving from Docs to WorkDrive
Got a couple of questions about 'upgrading' from Zoho Docs to the Free Essential Workdrive plan. Will my documents on Docs still be accessible? Is there a migration tool to move stuff over? Is the Workdrive Desktop Sync for Windows only available on the
Edit & Merge a Rejected Record
I have an Approval Process for a Data Admin to review any/all NEW Accounts being added to our CRM by any User, however, even with an Admin profile the Data Admin cannot edit the record before rejected nor can they merge the rejected record into the Master
Incorrect synchronization with lead module
I have a sync set at a daily sync frequency. In practice, I now have 1571 leads in the lead module. The list in front of it is synchronized and has 2407 Leads records. I checked, it does not make sense even in front of the list of all the leads including
Incomplete CRM Features - Share your feedback
Who of us have heard "We are currently working on this" or "We do not have any plans to work on this at any time", only to have 2+ years go by and it is not any further along.... despite a global customer base asking for it. Trust me, I am a huge ZOHO
Postal code instead of ZIP
In CRM, Expense and certainly other locations in Zoho, there is this ZIp field. the Zone Improvement Plan Code (ZIP code) is US only, but we are in Germany. How can I have the postal code instead of the zip code instead ? Same Question for Switzerland for my next deployment. We have Postal Code, not ZIP. Here in CRM: Thank you
How can I create available time slots for every employee?
I want when assigning a ticket to an employee on a specific date-time. the system defines the available slots for the employee.And when I assign a ticket to an employee at a specific date time, the system prevents me from assigning another ticket at the
Zoho Desk not working using Site Domain Name
I am trying to access my Zoho Desk. It is directing me to my website However I am getting a 400 error. I suspect it is becasue I have moved hosts and changed my Cloudflare. I need to have the redirection removed on my Zoho Desk so that i can again
How can I get all related purchase orders on the same screen of the sale order ?
How can I show all purchase orders related to a sale order on the sale order screen? like this in CRM
Default views: Recently Created/Modified
Your "hard code" views that cannot be deleted or edited are missing a VITAL sort field in Recently Created or Recently Modified views for prospects, accounts, or job tabs: THE DATE! How can you sort by created date to see what's the newest? How can you sort by modified date to see what's the newest? You can't! Create a new view? No, that's just more clutter in the view dropdowns.
No emails is being received from Office 365.
Is there any reason why no emails is received from 0ffice 365.? Thanks in advance! /Kim
Zoho Sign "Unable to process request"
We have 3 SignForms, but accessing them via the URL now results in "Unable to process your request" when submitting the initial form, with no further information as to what's going on. The forms are active, and nothing looks out of the order in Zoho Sign,
How can I create a mass mailing from the report results
Hi, I have a report which is using information from Contacts and Potentials. Actually, my report finds me the Contacts I haven't already mailed (via a custom field) and for whom at least one Potential has a closing date in the past. I would like to create a mass mailing to these Contacts only (resulting from my query above). I wanted to check if this was possible before upgrading to a paid account. Yet: - I cannot test mass mailing since it is not available from a trial account - I can't see right
How to download multiple files in Creator?
I'm trying to download multiple files from a creator report using a for loop but it only seems to be downloading one file. It seems like no more code can be run after downloading this one file. Is there a way to download multiple files? I'm currently
doesn't have shared sheet
Due to System error shared sheet doesn't show me.
How to map CRM's Deal Amount into new Project form's Fixed Cost value
Hi, We have a request regarding the integration from Zoho CRM to Zoho Projects (subsequently inclusive of Zoho Books). We have setup the integration CRM-Projects in Zoho CRM and mapped Deal Name to the New Project Form. However how do we map the Deal
Using SalesIQ Javascript API with Desk ASAP Integration
We are using SalesIQ and have an integration using the Javascript API, such as: $zoho.salesiq.visitor.name(user.fn + " " + user.ln); However, when using ASAP, we do not have access to the Javascript "$zoho" or "$zoho.salesiq" as it is not initialized
Can't follow forums in Zoho Community
I don't know where to add this but I am unable to follow any community forums. Take this Desk one for example. It shows 169 followers, I click follow and it says success and goes up to 170 followers but it does not save and as soon as I refresh or navigate
set value in multi select lookup field
I have one module that has a multi select lookup field that is linked to another module, in the first module i want to be displayed the value of a diffrent field of the other module, For example i have module "Classes" and module "Teachers" and i have
Having a different recipient for each contact form
Hello, I'd like to create 4 forms having each one being sent to a different person. Is this possible? If so, where do I find here to do this in you program.
change lead owner importing from Zoho Social
Hi, we have connected zoho social with zoho crm for facebook lead ads. The import is working, but the lead owner is the user who configured the connection, not the real agent for those leads. How can we change it? We tried using automations but didn't
No longer have an option to save any articles as draft
Since I upgraded our account yesterday, I no longer have the option to save articles as a draft it seems. I have a Publish button and the exit button has a 'Save & Close' (which you would think would save as draft but it also publishes it). And if I close
What's new in the Contracts - CRM Extension v8 ?
I see there's an upgrade on the Contracts Integration Extension for CRM. Any idea of what's in the new 8.0? Thanks
Language translation in webform
Is it possible for your webform be translated based on user location? OR even by the user selecting the language preference?
Spotlight series #4: Efficiently collaborate with your team using Zoho Show
Hello everyone! We're back with another Zoho Show feature in the spotlight. Online collaboration has become a necessity. Even with the way the pandemic has changed working environments, collaboration helps save time and ensure that tasks are completed
Reordering tab in Bigin Mobile
HI, I'm trying to use Bigin Mobile.I'm trying to figure out how can I customize the order the tab in Deals and also Contacts. It i possible to reorder Tabs on the Web application, there is an icon on the right of the tab bar. But where is it on the mobile
How do you even set up Zoho Learn to use as documentation?
I've created documentation inside of Zoho Learn that I now want to share with staff... How do I even do this? Surely it is possible to create a link and then share that with other people so they can view the documentation without the need to make everyone
Managing Subsidiaries or Multiple Locations
Hello, My business has its HQ in the USA. We are about to open an office inside of Europe. Due to being in separate countries, we will have to have two sets of financial books, one for each country. If I want to move away from my current ERP system,
Last Activity Time Vs. Modified Time
I understand the intended differences between the above referenced Time Fields. I have also seen the following in previous Topics: The activities and updates that will be recorded as Last Activity time: Editing fields in a record Adding & updating activities,
What is the definition of "recently modified" or "recently created" in list views?
Hello, please advise what defines something as "recent" as used in Recently Created Leads or Recently Modified Account. I would like to create custom views based on the same parameters, but can only see the ability to select Today, Tomorrow or before
"Modified By" information from Administrator after clicking a Button or Workflow.
If a User clicks a customized Button and/or run a Workflow that runs a custom action the Modified By information is from the Administrator. If a User triggers a Workflow, Custom action or any automation, the Modified By information must be from the User
Any idea why this deluge function is not working?
I am trying to create a function that updates corresponding fields in Deals and Leads when a field is edited. I've made sure that the data types are the same when running the script. I've put the .toLong() function in every possible place. Still, I get
How to upgrade Zoho Mail for 1 user, not 3 users?
I am currently on a Zoho Mail trial plan but would like to upgrade my plan to get more e-mail storage. The problem is that I only want to upgrade for 1 user since I am only 1 user, but the system only lets me upgrade for 3 users, because my trial basis
Contacts Modified By problem
I am looking at contacts and have sorted by "modified time". I have hundreds on contacts modified within a 1 minute period all "modified by" accounts that are, and were, inactive. Does anybody know what is going on here?
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