Analytics Dashboard Logged in user
Hello, I created a dashboard so our salespeople can keep track of their own KPI's. We want every salesperson to have that same dashboard BUT that the data of the charts/tables/... is updated to the the salesperson that's logged in. Also, the salesperson
Using Connect primarily with Guests
I think the Connect product has so much powerful potential as a community platform. I keep wanting to commit to using it because I love the feature-set and can only imagine how great it will be in the future. Unfortunately as a Solopreneur interested in using it to communicate with external users, Connect, in it's current form fails me in the following ways: 1.) No forum access for Guests 2.) No mobile app access for Guests 3.) Sub-par mobile browser experience for all 4.) No custom app access for
How can we prevent spam from being submitted in our webforms?
We've created webforms that are embedded in our Wordpress site, but we're getting a ton of spam being submitted. Do you have any tools to prevent that? Otherwise I'm thinking we can/should integrate a captcha in our form, but I haven't figured out how
Users can now edit meeting title while in session on the Zoho Meeting iOS mobile app.
Hello All, In the latest version of the Zoho Meeting iOS mobile app (v1.4.1), we have brought in the below enhancements: 1. Edit meeting title - User can edit the title while in session. 2. Universal webinar join link support handled - Now the user
Add Project ID option for automation email templates
Hi There, We are starting to use the blueprints feature quite extensively and it would be helpful if we could reference the Project ID as a variable when making email templates for automation emails. For instance, one of our blueprint transitions triggers
Gallery view not available on Zoho meeting on mobile devices.
Hi Sir/Madam, I have been a customer of Zoom for 2 years now and I was considering shifting to another platform and that's when I was recommended Zoho meetings. I am pretty happy with the functionalities of it but I was wondering why is it that we cannot
Logging time to a Sales Lead in CRM
Hi, Is there a way to log time against a Sales Lead / Deal in CRM before it is won and becomes a project? Our employees often do work for sales opportunities and need to log time against them at any point of the sales cycle, before it is won. Thanks, Atif
#10 Zoho Books Digest
Hello readers, Wishing you all a very happy New Year 2022! We are back with the 10th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Webinar Title: Bahrain VAT Rate Hike: How can Zoho help? Description:
How to change the e-mail/user ID sent from the invoice
Hello, I'm trying to change the E-mail ID that displays when I send invoices to my clients. I would like it to be the company name rather than my name. I tried going under change E-mail ID and I changed the primary e-mail and edited my display name/nick name however this did not update my ID. Please help. Regards, Revi
All Zoho integration tasks to follow only OAuth authentication - We're stopping new Authtokens generation
Hello everyone, Deluge provides a set of pre-defined integration tasks that allow users to integrate with different Zoho services. These tasks are API driven, i.e., executing these tasks trigger API calls to the respective service's API in the backend.
Error while getting certificate from Let's Encrypt. Please check your DNS configuration or try again later.
My SSL certificate was working fine yesterday and now all of the sudden I cannot access my website in HTTPS format. How do I fix this? https://www.lipo7.com I have a paid plan so SSL hosting should be included. It keep getting this error: Error while getting certificate from Let's Encrypt. Please check your DNS configuration or try again later.
Quotient to Zoho Crm (deals)
Has any one intergrated Quotient to Zoho CRM? We are looking at intially trying to do the following: 1) Create quote in Quotient - create deal for contact in Zoho CRM 2) Quoted accepeted or declined update quote in CRM
zoho flow
How to create a custom module record, from zoho flow and what value need to be entered in field?
zoho crm module application link store
what value should be given in application link <> store field in application link store module
Wait till document (Zoho Sign) is signed
Hey i want to do a quite simple Flow-Process, but i am running against walls... Here ist the planned Flow: 1. Trigger from Zoho CRM: Field Update to XYZ 2. formatDate 3. Send Document from Zoho Sign To this point it works perfectly fine. But now i want
update zoho form with zoho flow
I am trying to use a zoho form as a controlling document for a Zoho Form. I need to be able to create a project from a new form (got that working) Need to update the Zoho Form with the unique ID from the project. (fetch form by unique_id is missing)
Map Gmail Message Data to Zoho CRM
I have an email that is created with 1 line per field data Email data looks like this: First_Name(Jane) Last Name(Doe) Nickname(Janie) State(QLD) Is there a way to push the data in the brackets into the same fields Zoho CRM? I can change the way this
Zoho Desk Community Digest - February 2022
Enhancements New updates in the Help center New language support for Myanmar and Khmer is now available. Introduced Zia translator for automatic article translation. Zia translator will automatically translate articles into your preferred language. New
Deciding how excel files get imported. What info goes where. Possible?
I have a long excel file of Customer information. Names address email etc. About 1,800. When I import a list into CRM is there a way to tell it to put the names into contacts and business names into Accounts? Or anyway to customize the import which
Picklist Dependencies between different modules (e.g. Leads and Calls)
Hi, I like to create dependencies between picklists from the leads module and the calls module. For example if the "Lead Source" field in leads is "Social Media" then there are only certain values available as "Call Purpose" in the calls module. Another
How to engage FB customers directly in Zoho Social CONNECTIONS
There is an option in Zoho Social Connections that you can message your customer directly. You can message Twitter customers but can't to FB customers. How to engage with FB customers directly in the CONNECTION tab in Zoho Social?
553 Relaying disallowed
I cannot receive emails but send them. This are my DNS settings: can someone help me out pls?
Adding another level of user like light users in Projects
May I suggest an idea of adding another level of user, such as light users...? Because currently, for our use case, we're working with client users for users such as sub-contractors who don't need much access to the system but it is not possible to add
Images in MS Word does not get directly pasted into Zoho Writer
Hi Team, The image in the MS Word which is copied and pasted into Zoho Writer is not getting created. To import it into Writer we need to copy the image, convert into jpg and then import into Writer. Is it possible to directly copy from Word and paste it into Writer.
Customizing fonts and colors in Zoho Desk
Hello We've made the switch to Zoho Desk. Our support agents are asking for a way to change colors and fonts in the app to reduce eye strain and make information easier to see. I haven't been able to figure out how to do this yet. Can you point me in
Let Moderators delete each other events
Hi there, I would expect Group Moderators to be able to delete each others calendar events. To be a bit more precise, I did create a group with about 10 Organisation members. Two of them are moderators. Let's call them Bob and Jane. Bob creates an event,
fetch creator record
I am trying to fetch a record from Creator but it does not seem to be working for me. Please see below that shows the invoice id is not carrying from the “Payment received” output over to the "Fetch record” input.
Desk and Flow
I need to associate a lot of Accounts to a contact. I want to do that with G Sheet and Zoho Flow. I can fetch contact id and account Id but I dont know how to build the custom function that associate that contact with that account as a secondary account.
10 Common Zoho CRM Mistakes and How to Avoid Them?
The customer relationship management systems have been helping many businesses grow by streamlining the entire sales process. However, the most important requisite for the CRM structure to perform well is a successful deployment of the system. There are
Firefox 4 issues
Good afternoon, It seems there are a few bugs and glitches when using Zoho CRM with the new Firefox 4 release. Two I have are:- i) trying to send an email to a new lead sometimes works but sometimes returns an unusable email screen. Basically you have
Change color top bar
Perhaps im confused but, weren't we able to change the color of the top bar just like with other Zoho apps? I dont see any Theme option some other apps do have. I think i went over all logical link to see if there was/is such option but can not find it. Perhaps im mistaken, but i believe i did change it for Zoho Desk. See attached screengrab. Im talking about the dark blue top menu bar.
Incorporate color scheme to change the color of the window for private messages
when inside of a ticket, its hard to see if a comment is public or private because the only way to see it is the little word that is tough to see. It would be great if a private comment displayed in a different color so that you could easily see that
Customizing display in the case stream
Is there any way to change the color of note entries in the conversations view for a case... Notes are important in their own way as they give information to an agent important to the case for future reference. Giving them a diffferent background color
Changing Note Back Ground color in desk
Is there any way to change the background color of a note in the conversation ticket view. This would be really nice as the notes always include critical info regarding the case and i find myself always scanning for these. With just the small icon to
Night Mode for all report dashboards
The night mode on the fullscreen mode of the overview dashboard looks awesome. We would like to have it on all of the dashboards. I would also suggest you to integrate a "gray mode" as a 3. option.
Timeformat change to 24 hr
Hi, Is it possible to change the timeformat to 24 hr. For now i can't fint this function? Thanks!
Themes for zoho desk
Are there themes for Desk?
PLEASE add "Dark Mode"
I mean WHY NOT? Microsoft, Apple and YouTube are doing it. also, would be nice for the eyes of folks and not have to install an add-on. Dark-Mode: Idea for DARK MODE!
Not able to figure out from where I can get, redirect URI
I am trying to setup, zoho federated signin with Azure AD, I am following below documentation https://help.zoho.com/portal/en/kb/desk/for-administrators/user-access-and-security/articles/enabling-federated-login-for-help-center-tommypet this documentation
Regarding Zoho Booking Access to Whole Team
in have created a zoho booking form however y team is unable to see it and access it. i want to know how will my team be able to edit it and access it
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