Tiny Tip Tuesday #47
On setting up response preferences If you want to enable your surveys to publish responses to a public URL, we have the solution! You can adjust the visibility of survey links for individual responses and the download links for signature and file upload
Can vlookup work between workbooks?
Can vlookup work between workbooks?
ZohoCRM and Office 365
Hello, We are looking for input from other users and perhaps Zoho. We have enabled the New Microsoft Office 365 Integration on our account. Zoho added a new Calendar to our users accounts so they now see their original default calendar and the new zoho calendar in the Office 365 Portal. The Zoho Calendar Syncs perfectly at first glance to this new Calendar in the Office 365 portal: Working: You initiate an event on the Zoho Calendar and it appears in Office 365 (Zoho Sync'd Calendar). Working:
Zoho Campaign - Daily Email Limits
What is the daily email sending limit in Zoho Campaign ( I am a Zoho One client with 3 user subscriptions)? Is there a setting in Zoho Campaign that I can set the daily sending email limit to a lower amount myself?
How to hide "We are online" after one time user clicked
I'm using salesIq message on my website but there is a problem i set to show we are online near the chat button but i wanted to hide this message after user clicked on the button. the message is over some of my website element and disturb user from using
Workflow problem since update
Hi, is anyone having issues since the update today? Our clients are getting sent multiple emails of the same thing for some reason today.
Products selections in Invoice modules - CRM
Hi! When I create an invoice, in the Invoiced items section, I need to be able to: Product category A -> Product Name (List of products name in category A) Product category B -> Product Name (List of products name in category B) Product category C ->
Fetch Data from a subform to other form in a multiselect dropdown lookup
Hey there, How can I pull data from a subform to other form in a multiselect dropdown lookup so that I can create reports. Any help would be appreciated! Thanks in advance!
How can I get invoices into Quickbooks
We've been using Zoho Invoice now for just under a year, and overall I really like it. That said, our accountant insists that we keep using Quickbooks for our business operations because Zoho Invoice is only an invoicing app. We looked at Zoho Books, but it's not even close to meeting our feature requirements. There must be a way of somehow generating a report in Zoho Invoice, then somehow importing the invoices into Quickbooks. I can't believe I'm the only person that needs to do this. Does anyone
Time zone issue with Calendar in ZohoProjects
To Support for ZohoProjects, I am having issues with time zones using the Calendar feature in ZohoProjects, see attached PDF for screenshots. I have set the same time zone in my Google Calendar and the time zone in ZohoProjects across all portals. When I create an event in the Calendar in ZohoProjects, the meeting invite sent to me indicates two conflicting times: 1) the heading indicates the correct time but 2) the time in the invite is one hour behind. Please advise. Thanks.
Inbox not refreshing in Zoho Mail
This is a problem across both browser and the desktop version of Zoho Mail. The inbox is no longer automatically updating and refreshing when new emails are received. My team are missing urgent customer emails as a result. They have to click to another
I want to have Different Filter For Data Column
Case 1 - I have Three columns First is Item Name , Second is ITs Stock in Hand but i want average sales for last 3 month in Third Column how can i achieve it.
Tip #5: Integra Zoho Desk con tus redes sociales
Tips and tricks #5 para Zoho Desk, por Lorenza Pasca ¡Hola comunidad! Te damos la bienvenida un día más a un nuevo episodio de nuestra serie de Tips and Tricks de Zoho Desk . ¿Cómo va tu experiencia con Zoho Desk? Si tienes preguntas, no te preocupes,
Sync Two fields between Deals & Contacts
I have a custom Social Security Number" field in my Contacts Module. I also have the same custom field in "Deals". Is there a custom function that would allow these two field values to stay in Sync? So if you change the value in Deals, it updates the
Unable to add all the countries and states into a single Shipping Zone
Hello, In order to be able to sell internationally, it's my intention to have shipping calculated "on the fly" using EasyShip or ShipEngine, and allow customers the ability to choose the shipping method they desire based on the rates provided among a range of available carriers. Currently there does not appear to be any way to override shipping charges in the system programmatically. (Please let me know if there is). To this effect, I'm going to handle the shipping as a separate transaction - perhaps
Better track review based on a *when* the revenue was generated vs. when it was billed
I love Zoho Books. I just have a problem with the way revenue is being reported in my company's Zoho Books subscription. We have a professional services firm where we bill clients based on timesheets. We have dozens of clients, each with different billing
Removing Multiple Choices at a time from Zoho Form choices
Is there a way to clear all choices and upload new choices for a drop down on the zoho form?
Archiving tasks
Hello, I can´t find the archive task feature. It is supposed to be an icon when you roll over a closed task but I don´t see it. I need to use the archive feature to hide completed tasks. Thanks, Diego
=IMAGE("URL") Function isn't working today
Dear Zoho Team, I've been using =IMAGE("URL") function on the regular basis, but today it just stopped working. Please check and fix the issue.
Cursor Doesn't Display in Zoho Meeting
Is there a way to show my cursor in Zoho Meetings? Often times I'll need to point to a specific wall or dimension and the client isn't able to see my cursor.
Task Emails Alerts Incorrectly Merge in Gmail Conversation View
Hey there. It looks like Zoho Projects recently changed the format of the emails for task alerts and task updates. The new emails look great however, we've noticed that since this update was published, Gmail now incorrectly merges task alerts from different
Reg :Edit subject line and change default font
Dear Team This is regarding few queries we got while exploring Zoho desk solution. We need to confirm the following: 1) Can we edit subject line while replying the ticket generated by customer? If yes, how? 2) Can we set default font and font size for replying to the received tickets? If yes, how? Kindly revert on this at the earliest. Regards, Ketan K
Shipping charges too low
Hello, we recently received an order and the Zoho calculated shipping charges were incorrect based on the zone it was being shipped to, It gave an option for UPS Next Day Air® , which is not currently an option based on our zone charges for the shipping
Community Digest - febrero de 2022
Community Digest de febrero de 2022 ¡Hola, comunidad! Un día más queremos hablaros de lo que ha pasado en nuestra comunidad en el mes de febrero mediante nuestro Community Digest: una publicación mensual que resume nuestra actividad, y que podrás encontrar
Add Activity to mass Leads
Hello, I am trying to add an Activity (Call) to a mass amount of leads but I only see the option to create a task. I'm trying to do this so when our Business Development Reps call the leads, they can easily document the result of the call and log information
Using Zoho Forms custom domain, field aliases get lost
Our form uses alias fileds that are passed in the URL, eg, <URL>?owner=myemail.com&customername=XXXX which works well. When using the custom domain feature with the same , there is a redirect and the alias fields are removed Meaning these two essential
Upload ms-word/PDF files to candidates using Addrecords API & PHP
Hi, I am creating a candidate form in my website and posting the values to Zoho recruit using addRecords API & PHP, am able to add a records when using .txt as resume files. When trying the same with ms-word/PDF its not working/Uploading. Is there a way to Upload word/PDF files using PHP & Addrecords API, posting the my code as well $xmlDate = '<Candidates> <row no="1"> <FL val="First Name">Test Name</FL> <FL val="Last Name">Namen</FL> <FL val="Previous Names">Tester Names</FL> <FL val="Date of
How to change or add custom Sales Order Owner
i was trying to update or add different sales order owner through php sdk api this is my code it shows success but no changes are made this is my code $record_id = 4080213000022405377; $moduleIns = ZCRMRestClient::getInstance()->getModuleInstance("Sales_Orders");
Zoho Form CRM Integration is not working to update an Account record
Hello All! I hope this message finds you well. I am stuck with this issue that I can not solve as the integration with the CRM is not working. I have created a Form with Account details that I look forward to being able to send to the businesses and they
Presentamos Zoho Learn, la plataforma para gestionar los conocimientos de tu equipo
Zoho Learn, la plataforma todo en uno de gestión del conocimiento para negocios Hola a todos, Hoy queremos presentaros uno de los nuevos lanzamientos de Zoho: Zoho Learn, la plataforma todo en uno de gestión del conocimiento para negocios. ¿Qué es Zoho
Access to my custom modules after trial period is ended
TL;DR, Let me export my data after my trial is ended. My trial period is recently ended. I had some custom modules created. I can not export them right now. I understand that I need to upgrade in order to create new modules but exporting my old data
Redirect to Zoho EU
When logging in to www.zoho.com/crm we get automatically forwarded to www.zoho.eu/crm Presumably because we are based in the UK - anyway to stop this? Our CRM isn't on EU servers.
Free webinar: How to sign documents with Aadhaar eSign (India)
Aadhaar eSign is a government of India prescribed digital signing method and has the same legal acceptance as signing documents with pen and paper. Documents signed this way are a legally valid and recognized form of signature under the provisions of
Customer Portal for Wordpress Site
I need customers to be able to login to portal where they can place basic tickets (requests) and view the status of previous tickets. Must be able to apply to wordpress website (hosted by GoDaddy). Budget : $50 | Duration : 10 days To leave a private message, please click the link for private response in post Action section.
Zoho CRM Meeting shows Accept when particiant has responded with Reject or Maybe
95% of meeting participants using Outlook uses the built in buttons for Accept, Reject or Maybe. The Zoho CRM meeting module shows responses of theese types from participants. The problem is that they are only correct if the Participants are using the
Alignment issue and bugs in zoho canvas builder
Hi, I am facing issues in new canvas builder . The alignment of the canvas builder is not adjusting according to the layout and the size and width of the different section are getting unsettled . When i see the preview then everything looks fine but when
Fields for Matching Records
The fields available for finding matching records should include City and State. When converting a lead and there are several potential matching accounts, the pop-up screen only shows Account Name, Website, and Phone. This is of little help when we
Can CRM Sandbox be created off of another sandbox?
Hi, We have a prod CRM, then we created Sandbox1 off of that. And we would like to create Sandbox2 on top of Sandbox1. The goal is to deploy changes from Sandbox2 to Sandbox1, then, if ready, deploy from Sandbox1 to prod. Is that possible? Thanks in
Shipping charges
Is it possible configurated shipping charges in Books/Inventory depeding of the net amount of a estimate or sales order? Example: For 0 to 250€: 10€ For 250€ to 500 €: 5€ More than 500€: Free Thanks €
Zoho email - toolkit sees the spf record, but wizard does not verify
as you can see it sees the TXT record. but it keeps failing in the setup step: why? i dont see any issue. Also, there is only 1 spf record.
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