Saving Filtered Views
Is it possible to save filtered views? If not, is this something that is planned? Seems like a need most users would have.
Introducing Meeting Notes
Hi All, We are glad to announce you our new feature, Meeting Notes. Take hassle-free quick notes during an online meeting. All you need to do is just install Notebook Web Clipper on your browser and do an online meeting. Learn More from here, https://www.zoho.com/notebook/blog/introducing-meeting-notes-take-notes-during-online-meetings.html Kindly try this and post your suggestions. Regards, Kishore Notebook
Coloured Text
Could I add myself to those requesting the ability to add coloured text to Zoho Notes. Helps to be able to use different colours to highlight words, sections, titles etc. Thank you
sizing images in Notebook
I CAN'T UNDERSTAND HOW TO SIZE IMAGES. IF I SELECT THE IMAGE IT TAKES ME DIRECTLY INTO THE EDITING SCREEN. I NEED TO BE ABLE TO RESIZE IMAGES IN NOTECARDS. I ALSO WANT TO BE ABLE TO PLACE IMAGES SIDE BY SIDE AND THIS SEEMS TO BE IMPOSIBLE
Better integration with Zoho Reports users.
Sad that we are not able to feed Survey data into our Zoho reports module!!
Nested IF function
Is it possible to do a nested if function in ZOHO creator? I want to be able to perform an action based on two criteria. Does ZOHO have an if and/ if or function?
Zoho One Integration
I’ve read that Zoho WorkDrive will be integrated with other Zoho apps, will it be available as part of Zoho One? If so, is there a way to start using it today without paying for it?
Workflow issue Zoho Sign
Hi, I have sent a contract to a company but they do NOT want a copy sent to the signer (CEO) until it has been approved by the legal team. In this case I would need to have 1. one person CC'd with the contract 2. one person added as an approver 3. once
Hiding or Conditional Formatting of Lines within Sales Order templates
Hello, Is there any way to hide line items from a Sales Order when a custom Sales Order template is chosen? We have manually created line items with no inventory ID that we would like to hide when choosing a specific template for our Sales Order printing.
Grammarly no longer works.
Grammarly chrome extension or firefox extension is not working and I am sure that there were changes made to the text box. Both Windows and Mac same issue. The third point in this support article is the issue https://support.grammarly.com/hc/en-us/articles/115000090392-I-do-not-see-the-G-icon-on-a-certain-web-page-or-in-a-certain-text-field-but-see-it-on-other-web-pages- And it worked before, major issue. Any views?
How Do I Add an item(s) that has multiple attributes?
I am trying to figure out how to add an inventory item(s) that has multiple attributes. For example, I am a florist and I want to track roses. A rose is bought based upon color and stem length. I added custom fields (color and stem length). I was
We are unable to process your request
I am trying to sing up for Email hosting but i am unable i am getting this error we are unable to process your request please try after sometime or contact at support@zohoaccount.com what is wrong ? why i am not able to sign up ? Before i already had an account but i deleted that account and i tried to sign up again and go that problem from yesterday and still I am getting same problem.
Zoho Group Calendar Notification
I have recently created a group calendar with 5+ members, but do not want a notification being sent to all members every time a member add's or removes an event from that calendar. Is there a way to remove the notification being sent to the group?
Is it possible to give reply on thread using api
Hello, I'm new to Zoho Desk. I'm working with Zoho desk API and want to know that can we give a reply on threads using API I have tried to find the API but not able to get it. can please any one help me in this. Thank you.
Revamped List view is now available in the latest version of Zoho CRM Android mobile app!
Hello, All! In the latest version of the Zoho CRM mobile app (v3.5.25), we have revamped the list view of all the modules both in its appearance and functionality. You'll now be able to sort the records in the same order as on the web app in the mobile
How do i integrate multiple Zoho Forms fields into 1 Zoho CRM field
I have a logic in Zoho forms where i ask the user if they are in England, Scotland, Wales, or Northern Ireland. Based on their response a drop-down list of counties for that country appears. The user can select a County. However, I now want to integrate
One time password sent to the wrong account
I cannot log in to my mail, firstname@lastname.com, because the Zoho system sends a one-time password to firstname@lastname.com. Sorry Zoho, I can't tell you that password because you won't let me log on :) What should I do to get the one time password
Zoho Creator and Zoho Doc Scanner App - Integration
I think it would be amazing, if when I added an image field in my Zoho Creator App, that I could choose from Zoho Doc Scanner. https://take.ms/qLVnO Then, instead of taking pictures, we can use the app and scan and attach as a pdf.
Is there a way to track/measure the number of read receipts (opened mails) from Zoho mail?
I am not referring to a campaign/mass email launch but individual emails - is there a way to track them?
Leverage "Most Engaged" User Data in Zoho Social and CRM
Greetings! It is cool to see a list of "Most Engaged" in my Zoho Social Connections tab. If you take a closer look, however, how can you really leverage such information? Of course, you can click on a name and maybe drop them a word of thank you. But
Bug: tel anchor in email signatures on ZOHO CRM
Hello, We are unable to set telephone anchor in CRM Signatures. eg: <a href="tel:999999">99999<a> After we hit Save, the anchor is removed. We are allowed to insert only href & mailto anchors.
Zoho Recruit - Facebook Integration
When Zoho Recruit is linked with Facebook, I m unable to boost the post or make an ad about the job because the job is posted under Facebook jobs but not as a post on Facebook itself. Is it possible to integrate Zoho Recruit with Facebook and still boost
Zoho People Add Employee Profile Licences
In our organization, we are looking to add in employee information in Zoho people. These do NOT need access to Zoho people they just need to be tracked by HR. In Zoho people, it states that we need to upgrade to add more employees. But I read somewhere
Ticket Status Not changing automatically
Hello Folks, Can someone let me know why a ticket is not changing from waiting on customer to open automatically when a client reply to an email thread?. This was working before but now the status doesn't change automatically from "Waiting on Customer"
IF statement on a field
I have to give a value to a field (let say FIELD1) according the following criteria where FIELDXs are type float if (FIELD2 != 0) { FIELD1 = FIELD2; } else if (FIELD3 != 0) { FIELD1 = FIELD3; } else if (FIELD4 != 0) { FiELD1 = FIELD4; } else { FIELD1 = FIELD5; } where I should put it. I tried on Form edit/validate ! form edit/Load but seems not working. the same on the Field /input ! field/validate find in the attachment the right if statement applied. Thx
How to add an extra hero slide on Zoho site
I currently have 3 hero slides by default on my Zoho site, can I add a 4th one and How please?
Zoho Desk Help
1) How to Connect Zoho Desk Support Page with Website? 2) Can a customer get only access to Zoho support Desk only when he clicks on "sign in" button on website? Because I don't want the customer to go directly into the Zoho desk support and raise ticket
Tip of the week 92 - 3 basic analytics to perform in email marketing
Determining the pulse of your audience should always be one of the most important steps in all your marketing activities. This will help you to strengthen and optimize your strategies thus growing your business. In email marketing as well, make sure you
Count more than 24 hours
Hi, I am trying to prepare my user logs for dashboarding. However I have found that the columns with usage time do not exceed the 24 hours. Is there a way to let it count longer timeperiods? Thanks in advance. Dave
CRM Form not collecting data when compleated on mobile
Hi, I have a CRM form on my website that is collecting data from our clients to then be used to generate a report. When completed on desktop, the information from this form syncs with CRM and I also get an email notification. However, when completed on
Creating Sign up form to add customer details
Hi, I want to create a "Sign up" form on my website. Ones customer fill in the details and submits it, I want this customer to be added automatically to my zohobooks customers list. Is this possible?
I have an UnAuthenticated Connection
Hello, I work on Zoho Deluge to create an automatic program, and to discover Deluge, I test program. I want to get data from Zoho and I use this code bellow : response = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Participants" type :GET connection:"disconnect_user"
Need ticket age for reporting
Has anyone come up with a way of showing ticket age in a report? I am looking for days since ticket opened and days since ticket modified or updated. I have seen where I can use age in criteria but there is no way to report on a tickets actual age.
Error: Email can't be sent using this from address --- zoho.loginuserid
I have a custom button that calls a function which sends an email using an email template. The button works as intended, but only with the from address zoho.adminuserid. I want this email to come from the user pressing the button, but when I set the
Gotomeeting in the CRM mobile app
There is no option to schedule an online meeting with gotomeeting in the mobile app Where do I enable this?
Trigger task when Specific Task is completed?
We want to automatically create "Task B" immediately after "Task A" is marked as "Complete". Can this be done without using a a field value to trigger it?
How long does Zoho Mail Contacts CardDAV take to sync?
The Contacts are syncing between Zoho Mail and Mac OS Contacts but edits in Mac Contacts aren't showing in Zoho after 15 minutes. Where are the settings in Zoho Mail for sync time? I've tried setting the Mac Contacts Preferences to Automatically and
"Reporting To" on vendor contact
Is there a way to enter "reporting to" information on vendor contacts? Whenever I try to do this, I get an error message that the contact has to be associated with an account. Vendors have reporting structures too, so I would think there must be a way
Mobile Number Is a Hyperlink?!
By The Grace Of G-D. Hi, I Tried adding the mobile number as a parameter in a URL (Using Email Templates) and it has HTML tags that are breaking the URL. Why is it a Hyperlink?
Sales by Salesperson Report
Am I an idiot, or is the Salesperson Name field not available for running the 'Sales by Sales Person' report? I've looked under the customize section, and it's just not available. I can't fathom why this would be or how this report is the least bit useful
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