Benutzerspezifische Domäne für das Portal (Kunde/Lieferant)
Wir haben eine benutzerspezifische Domäne für Books, aber wenn Kunden das Portal aufrufen sollen, dann sehen wir wieder Zoho-Domain. Kann man das mal zukünftig ändern?
Balanced Scorecard
Has anyone tried to implement Balanced Scorecard with Performance Management module?
Running Tally
Hello - is it possible to keep a running tally of points used as the survey is being completed? For example, respondents are given 100 points to use during the course of the survey, and their answers deduct points from the total. For example, if they
Integrating Data into our CRM
We are using ZoHo as a company. On the CRM there is the Accounts Module. What I would like to do is to pull data into the accounts module when the account record is viewed. Through an API we have written you can use a GET to pull back a Health Check
Dashboards missing
Hello, we are using the free edition of Zoho CRM and can't find the Dashbaords/Analytics module. We checked the Setup > Modules and Fields > Organize Modules and don't see it in the list. Is Dashboards available in the free edition?
Add accounts-related columns to tickets view
Hi, Is it possible to add a columns to the tickets view showing a field from Accounts? 'Account name' is available as a column in tickets view, but it looks like that is the only one. More specifically, I have added a custom field to Accounts (showing
Creating a new report
Hello, we'd like to create our own reports. We're currently using the free edition and instead of the normal "Create Report" green button, there is a hyperlink to Zoho Analytics. Do we create reports another way now? I've attached a screenshot of what
Stage When Closed
Is there any way to track what stage a potential was in before it was closed? For, example if a potential is lost after the quoting stage, or after a trial stage. This would be useful info in adjusting our process. Best Regards, Sara Konz
Tip #24: Customizing Deal stages for your business
Hello folks, As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the Deal Stage pick-list values in your Zoho CRM account. We have had many users ask us if they can edit the Deal Stage picklist values based on their exact requirement in Zoho CRM. The answer is yes, you can modify the stages based on your sales process. We understand that every business is unique and involves a unique sales process. While the Deal stages that are listed by default in Zoho CRM
Agents photo included in email response from Desk and autosignatures
Hi Within Desk we have our agents and they include the photo of the agent. When replying to a customer via a ticket, can the response include the photo of the agent who has provided the response. Also, can agents have their own signature on the bottom
Darker Column for Invoices and Sales order
When I'm doing the transactions, I usually goes by the column list. However, the selected sales order or invoice color is similar with other invoices/so and hard to determine which list I need to go next. Please make selected invoice or SO litter darker
How to use custom function to copy fields in one module to my contacts module?
I have created a module for client policies in CRM. I would like to write a custom function that would copy some of the data fields under each policy to certain fields in my contacts/clients module. The issue is there are multiple policies and data from
Multiple Sessions
Hello, Does anyone know if its possible to have more than 1 remote session going at one time? So far I'm unable to start more than 1 session and was not able to find any info on it, not sure if its a software limitations or something with my system. I am using the paid version. Thank you.
Mars : Un résumé de ce qui s'est passé ce mois dernier sur Community
Bonjour chers utilisateurs, Ce dernier mois a été bien actif avec les différentes activités sur Community France. Du côté de Zoho One, nous avons approfondi la découverte de la gestion de projets à travers Zoho Projects. Nous avons traité les différents
How can I delete the configurations in any prior organisations to integrate your IMAP account with the current organisation?
I was doing my email IMAP configuration with gmail but my IMAP settings are disable and It is showing me this note Note: You have already integrated your IMAP account with Zoho CRM in your previous organisation. We are currently allowing IMAP integrations
Project templates limit
I see that there are a limit of 8 project templates with the Express subscription. Is there any limit to the number of projects (not templates, but actual projects) that one can have with each subscription, outside of the data storage limits? My other question is whether you can upgrade your yearly subscription if you decide that you need to on a prorated basis? Just paying the difference from you existing subscription?
Project Numbers
Do project have "project numbers" associated with them? If so, where do I find the number?
Using a slightly different version of our Zoho CRM system for multiple different countries.
So we have a project that will follow a certain baseline flow. This project will be run in 6 different countries. There's a baseline skeleton they all will follow, e.g. a "Customers" module, and a "Meetings" modules which our sales staff creates with
Task and Project numbering
Zoho Projects now generates a unique number for each project, task, and issue added. The auto-generated ID is a combination of a prefix and a number which is assigned by Zoho Projects. The unique IDs for projects, tasks, and issues will be useful to track, identify, and search easily. You can modify the settings to enable or disable the Project and Task IDs. Learn more on how to modify Prefix & ID settings for projects and tasks. Issue IDs cannot be disabled, only its prefix can be changed (tasks
Comments on records
1. Can a user write and view comments on records on mobile app ? 2. When writing new comments is there a way to use them and send email notifications ? 3. Can someone atach file in comments ?
Aggregate formula with multiple conditions
Hi All, I am trying to use aggregate formula with multiple conditions but it is throwing me an error. Formula : sum_if((is_previous_nmonth("Current Year Primary"."Current_Month_SRD.Date",1))AND("Current Year Primary"."Current_Month_SRD.Date"<=previous_nmonth(
How to change the height or set the number of rows in a multi-line field
Is there a way to specify the height or number of rows in a multi-line field?
Anomaly Component Notifications Limits has been increased
Dear All, Greetings! An anomaly detector is a type of dashboard component that helps you to keep track of unusual behavior observed in a module. Based on your requirements, you can create a custom anomaly detector and choose to receive Zia notifications
in email campaign can't fix paragraph spacing
when i change the font from 10 pt to 12 pt it automatically changes my text from single to double spaced - how can I fix this?
Add multiple users
How do I add multiple users to the Help Center at once?
Can you transfer Flows from your Zoho Flow account to other users within the organization?
Can you transfer Flows from your Zoho Flow account to other users within the organization?
How to send new created records via php file.
Hi! I want to run a php whenever a new record is added in the Contacs. How to do that? Also, how can I get details of all the fields of the newly added record in the pho file? For example, if the contact field has 3 fields which are Name,Address,Phone
Form Deactivated
Good morning, I have created the form several times. but every time I create a form, my form is always deactivated. I have read in the community that the forms are deactivated because the form contains password and CVV information. in fact my form only
PDFs are not being added to Zoho Notebooks???
Any idea as to why my PDFs are not being loaded in Zoho Notebooks?? It shows the following screenshot below when I try to add the PDF in from the Chrome Extension. Even after showing the "Failed to add PDF file!" above, the note is loaded into my notebook, but it's completely blank?? I've tried deleting the Chrome Extension and re-loading, but it's still not working?? It doesn't even work when I drag and drop a PDF as well?? It's just completely blank with 3 dots like below?? Any ideas?
All my notebooks have disappeared!f
I just discovered notebook tonight and after reading the reviews spent 4.5 hours transferring mainly photos into notebook. As I added the photos to my notebooks, I deleted them from my iPad. When I went to add another photo I couldn’t find the notebook
Can't accept changes, only decline them
My co-author, who is listed as a co-owner for the document we're working on, is only getting the option to decline a change, but she can't accept them. She refreshed the page, signed out and back in, and I double checked that she is still listed as a
Zoho project feed status report
Hi, we had a Zoho Projects and a Zoho Reports subscription. We are using FEED -> Status to include a brief summary of the project status and it's evolution. It's quite useful for getting a log of project evolution. Now we want to make a report to show this entries in a PDF or similar but we can't get this entries, even using zoho reports We can't find the table we can query to get this entries so we don't Know how to make a report with the project log. Is possible to make this report? If not, how
Tip of the Week - Customizing the Fiscal Calendar
Does your company’s fiscal year start in a month other than January? Do you have issues determining the outcome of the reports for your organization with a custom fiscal year? No worries. Zoho Analytics provides options to customize the fiscal year to attune with your company’s calendar. Not only year, the starting day of your week can be customized too. Let us see how to set the fiscal year and week in the below animation.
How can I create a dashboard from various workspaces (E.g. Zoho Books, People & Survey)
I would like to create a dashboard with various company wide KPI (Finance, Sales, HR etc) Is there a way to get thus different workspaces in one dashboard?
Xero Showing $ not £
Hi I have synced my Xero company but everything is showing $ and not £. The actual figures are correct as at GBP. Is there any way to change this please? Thanks Dave
How do I get more than 200 records from CRM
I want to populate a lookup field in a Creator Form with the Account Name from the Accounts module in our CRM. I will be creating a quote in our CRM later in the process and I don't want the users to mistype the clients name and then have to have multiple
Item wise Commited Stock
We need Item wise Committed Stock Report, right now in inventory reports, sale order wise a committed stock report is available, Let me how it is possible to get that report...
I cant "Add User"
Hello guys, please i have been trying to create orders@bentigos.ng but its not going through, I dont know why im getting the error all day. Here is the error below: AS101:Internal Error occurs Please how do i get rid of this error. Thanks in advance
Pop clients can logically delete mail from the Zoho server; mail physically remains
When used as a Pop server, there appears to be only one way for a 3rd party mail client to delete mail from the Zoho server. That is: - configure Zoho mail with the setting "Auto Delete Emails" - and - - configure your Pop client to delete mail upon
Connection to Outgoing server (SMTP) smtp.zoho.com failed
I am using Thunderbird with POP/SMTP and have recently been unable to send mail. The message from Thunderbird is: "Sending of the message failed. The message could not be sent because connecting to Outgoing server (SMTP) smtp.zoho.com failed. The server
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