List of Best Ways to Optimize Web Forms
A webform is essentially an exceptional way to allow the visitor to get in touch with you and send information such as an important order request, query, etc. On some websites, information that gets submitted with web forms is transferred directly to
Collaborate and Communicate Effectively With Zoho CRM Feeds
Collaboration is an extremely important aspect of businesses. When you need to finalize a deal or even negotiate on the discount price or organize an event, you collaborate with a team to achieve your goals. To make this possible, the tools that help
Invoice not adding tax
So in the past I would put in the base rate (eg: $100), select the tax for the line item (eg: 10%), and it would get added to the total ($110). Now it would not do that anymore. I am very confused.
How do you archive a product ?
We have seral products that have been duplicated. We cannot delete them because they have been used in transactions. How do we archive them ? I can't find instructions anywhere.
How to Effectively Use Zoho Creator Customer Portal?
Zoho has become one of the most important platforms being used by businesses all across the world. It has multiple functionalities aimed at improving the business processes within organizations. One of these functionalities is the Zoho creator customer
Writer Template, IF Conditions and CRM Module Section display
Hi, please assist. We would like to understand how to compile a merge template that can incorporate multiple CRM Layout rules that were set while building a module. When a specific checkbox is selected, we would like the writer template to only showcase
Knowing the organization chart in a Prospect account
I am tryong to see if there is any easy way to view the contacts in an account in the form of an org chart instead of just a list as it is showing up now. Example if I am trying to sell to the Enterprise Architect it would help to know who he reports
Create Org Chart from CRM Contact Records
We have several Accounts (CRM) of sales representatives (contacts) for whom we would like to be able to draw their 'reports to' tree (org chart) The records currently reside in Zoho CRM as Contacts with corresponding Accounts. We currently have a custom field called 'Reports To' that is Joined to their 'reports to' contact. We would like to view on screen and print 'the org chart' to pdf. One other requirement would be to start the print top down from any (contact record) (search selection box) Budget
Company structure in Zoho CRM
Hello 2 all! Now we are using Standart Edition of Zoho CRM and we have next issue - We need to build the structure of our company in our account in Zoho. For this we need to do something like, that you can see on the image: Now i`m trying to explain
Product Lookup field on Assign Default Value screen of import to custom module non-functional
All of a sudden the Product Lookup field on a custom module import screen does nothing when I click it. Steps to reproduce: 1. Create a custom module with a lookup field pointing to a Product. (I don't know if this is specific to a custom module import
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
My domain expired, when I renewed I can't send email, I received emails but when i try to send I have error: Unable to send message;Reason:553 Relaying disallowed. Invalid Domain MX verification failure We could not find above MX record from your DNS
Referral marketing software for startup launch
Hey! Does zoho offer a referral marketing program similar to viral-loops? We are going to launch a new product in a few months and want to build a referral campaign to join our waiting list.
How to unlink phone number?
Hello, I have used my phone number to register this zoho account. However i do not want my phone number to be linked with the account. Could you please remove the number for me? Thanks a lot!
How to attach a product in lineItems when creating Quotes record?
I am trying to set a product in lineitems using product id. following the instruction on how to add a record seems not working. I encountered error "invalid data" which point to product in parent api name "Product_Details". I am using PHP_SDK version
Zoho one smtp Server
Pls can someone help me with zoho one smtp?
Events / Milestones ➝ show these in all data sets
Hey all, Is there a way to add an 'event' as a date and have that then referenced in all data tables with dates. As an example, If I turn off facebook ads on a certain date. If this 'event' shows up on my data, I can see how this change affects multiple
MacOS Mail Client - IMAP - could not move/delete email to trash
Subscribed to zoho mail lite with hope everything went smoothly during setup the Mail Client, but unfortunately it is not. Having setup using IMAP, following the documentation, everything went okay, until I try removing some emails that I not need. It
Ability to add URL links to Comments
Current we are able to add comments to transactions via Custom Functions but we are not able to add links which are useful to open transactions, etc. There is a functionality in the “Related Lists” that allows a URL / link to be added, it goes like this:
Import ICS into calendar
Is it possible to import an ICS file into the Projects Calendar? If so, how please? Also, is it possible to sync with Google Calendar?
convert quote to invoice in zoho books
We use Zoho Books for our invoicing (and links to payment online, etc.) Can we create a quote in Zoho CRM, and then convert that quote to an invoice...but instead of the (useless to us) Invoicing feature in Zoho CRM, have that invoice act as an Invoice created in Zoho Books? We have the triggers set up to automatically generate an invoice from the CRM in Books when we change the stage of a potential, but that generated invoice lacks any information...we must enter the information in twice...once
I charge customer a "shipping charge", carrier charges me that total. How do I correctly journal...
As the title mentions, for example: I charge the customer $100 for shipping on the "shipping charge" box on the invoice. I receive a UPS bill for $100 that I mark under the postage account in expense. In the journal, I will see the $100 which will be
User filter default logged in user
Hello, Is it possible that the default logged in user is selected in a user filter on a dashboard ? In this case for example if Mathias logs in on the dashboard that he will be automatically selected in the user filter ? See attachment Thanks
Domínio para e-mail.
Olá. Possuo o domínio dailourenco.com.br, e quero criar um e-mail contato@dailourenco.com.br. Mas, quando vou adicionar o domínio a minha conta, está aparecendo que o domínio está vinculado a outra conta. O domínio é meu, e desejo usar. Pode me ajudar?
All my Zoho Mail Accounts deactivated since 1 1/2 Months
Hello Community, i have a big problem with Zoho and there Support. My Zoho Accounts are still deactivated since 28.01.2022. All Accounts from my Customers and my personal. The Problem is, i dont became any answer from the Zoho Support since 1 Month.
Connecting data in Zoho Books to Zoho CRM
Hello fellow Zohoers! Just wondering if there is a way to connect the unused credits in Zoho Bookings and have it auto update or map to the unused credits field in the CRM. Is this possible via deluge? The goal is after invoicing and applying against
Zoho Campaigns strips out my custom fonts and text-decoration / color styles for links
This is a very tightly designed custom html template, made outside of Zoho. When importing it, it seems Zoho campaigns is: 1) Stripping out my custom font declarations, which work perfectly when used in a different email provider like Mailchimp (with fall backs for non-supported clients, of course). 2) Stripping out my "text-decoration" / "color" styles for links. Any ideas? Thanks.
Writer ends support for Internet Explorer Versions IE8, IE9, and IE10
Microsoft has discontinued support for the older versions of Internet Explorer (IE8, IE9 and IE10) since January 2016. This means that you will no longer receive security updates and technical support for these versions. Starting from today, Writer will
Dealing with Webhooks
Hello Commerce Team, A couple of questions regarding webhooks: 1. The API has a mechanism for creating webhooks for Commerce. Couldn't there simply be an API on the back end to allow for the creation of webhooks as is the case with every other web--based
Writer Merge custom function
Hi I've currently set up a Zoho Writer Merge Template that pulls data from Zoho Creator form. I would like to create the merge manually and I have selected "Merge & save as individual files". I would like to save the file as a Write file. However, there
recording a vehicle purchased on finance
Hi Would be grateful if anyone can help me on this..... I am UK based. Registered for VAT Recently purchased a vehicle Cost of vehicle is £23495 Deposit paid was £3770 (the vat element) charge for credit id £4852.80 total amount payable will be £28347.80
Post to blog
cannot post to new wordpress blog digitaldig
Multiple Shipping Addresses
Hi, I am new to Zoho Books. I have a customer that has multiple sites. Is there a way I can save the shipping address for each site and select it as appropriate? Regards Stephen
How i can schedule a automated backup download process in zoho creator everyday ?
This is for some safety and internal use i need the backup everyday and downloaded to a file automatically without i am doing anything.
Remove HTML Tag from string - HTML Stripper
HI, I have a Rich Text field in a form with some content now I would like to extract the plain text from Rich text into multi line field . when I try to extract using deluge code it insert html code as well instead of plain text .. like -- input.Multi_line = var.Rich_Text; input : Rich_text = Beet.TV: Having spent more than 25 years on the sales side of the television business, Catherine Sullivan thinks AT&T’s new Xandr unit can leapfrog the industry. output : Multi_line = <font size="2"><b>Beet.TV: </b><span
Pre-Populate Answer Using Zoho CRM Field
I have a survey whereby we send it to the different respondents via email template in Zoho CRM. This is the survey link in the email. (real link info HIDDEN for privacy.) https://survey.zohopublic.com/zs/HIDDEN?fromservice=ZCRM&zs_potentials=${Potentials.Potential%20Id}&zcrmemail=${ZSURVEY.TOEMAIL} So I have a field in the survey called "Email" and I want the respondent's email to pre-populate into this field. I have Pre Populate answer 'checked', Value From 'URL Parameter', Parameter Name 'zcrmemail'
Not Able to Use Related Module Data in Criteria/Condition of a Workflow Rule
When I run a report, I can select a related module to use in the criteria when running the report. However, this does not seem possible when setting Conditions/Criteria in a Workflow Rule. Why? I am creating a workflow rule on the Deals module. However,
Outgoing Email Blocked. Error Reason: 554 5.1.8
Hi, I am getting this error message when sending outgoing emails. Can someone help, please?
Scoping Form Submission, from: changed to user who issues form
Hi Guys, I use a form that my sales team send to a potential customer asking various information that we can then use to quote. At the moment the form always comes from whoever the owner of the form is in Forms. Is it possible to make it so the from
How can we embed an Instagram post into an article?
Struggling to figure out how to embed a post from Instagram into an article. I can see the embed option but when pasting the embed code into this, it says it is invalid code. 🤷♂️ Example embed code:- <blockquote class="instagram-media" data-instgrm-captioned
How do I prevent this Issue in Flow?
When sending an Email Template that has set recipients. Zoho CRM says "You cannot send email to this record as associated contact doesn't have either a primary or secondary email address" I am not sending any emails to this contact in the first place
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