Zoho Connect Manual, -VS- Zoho Desk KB -VS- Zoho Learn
Another typical confusion from Zoho One users -- which of the following Knowledge Management tool is the one Zoho will be developing moving forward? they all seem to serve the same purpose.
New App (Coda.io, Notion.so based)
Hi Zoho Team and Community, I'm currently testing two apps for my business requirements to build apps more easily: www.coda.io www.notion.so This apps have certain advantages compared with Zoho Creator: Databases are easy to deploy Database Views are
How to Edit a Column Formula that is part of a Query Table
I need to edit a column formula that was saved into a query table Normally for an import table, I would just go to the "Edit Deign" button in the top right corner, and a formulas tab would be there for me to select However, in a query table when I click
Associate a contact or lead to more than one account
I have contacts and leads who work for more than one account. Currently I can see a way to assign multiple contacts to one account, but can't see a way to assign multiple accounts to one contact. Anyone know if this can be done?
"Your account is currently not accessible via IMAP due to excessive usage. Kindly try after some time."
Hi, an user account: josi@sierralajeado.com.br is receiving the following error in Outlook 2013: "Your account is currently not accessible via IMAP due to excessive usage. Kindly try after some time." Please help us unblock ASAP and make sure it won't block again since this is seller employee account. Thank you Marcelo
Automated logging of calls
Good afternoon. I am looking to create automated logging of calls from our phone system. We are using TelcoSwitch/CallSwitch and I have set up the integration for this already. Using the phone system I can manually run a test by typing in a phone number
ZOHO Docs sync issues
Team, We have been using ZOHO One for a substantial amount of time now and recently we moved out entire Global Workforce to ZOHO Docs from Dropbox to achieve better efficiency in terms of cost as well as performance, however, I need to admit that the migration has not been much of a success and Dropbox was way better. I am listing out the environment details as well as the paint points below with a hope that ZOHO looks into this and acts promptly. Environment details: Windows 7/8.1/10, Office 365
How to insert data from subform in to subform
Suppose, I have a FormName1 that has a subform1. after successful form submission, data of FormName1/subform1 should be auto submitted to FormName2 and FormName2/Subform2.
Does Creator support functions been called by outside system in creator 6
Does Creator support functions been called by outside system in creator 6?
Careers Site
The "next" button on the job openings is small and out of the way. It is hard for users to find. It should be bigger and have navigation buttons on the top and bottom of the page. Also, a "showing page 1 of X" would be very helpful.
Area Calculations
I take in GPS points of an area, how do i calculate the size of the area in creator?
Subdomain for Zoho Sites?
Hi everyone, we want to create pages using Zoho Sites which are on subdomains of our main domain. For example, we want "www.domain.com" to be our own site (non-Zoho), but build a page using Zoho Sites which can be found at "www.subdomain.domain.com". Is this possible? How to set this up as regards forwarding, pointing to Zoho, etc? Thanks for any help :)
Search for data in notes
Hi It looks like we can no longer search for data within notes. I recall that I used to be able to search for specific words that I expect to be found in a note within a module, but this no longer seems possible. I see I can filter for all notes created within a certain time, but not for specific words/context within a note(s). For example, a user may recall that they spoke to a contact about Site X. Now that user can't recall who they were talking to, but knows that they would have added notes
Individual contacts without "company" = no accounts?
Hello, I'm new to ZOHO CRM and from what I learned, the "Accounts" in ZOHO are meant to be created for "companies". That way, multiple contacts within the company can be associated with the account, and yet each contact can maintain their own profile
"Create a task" as an action for blueprint!
Due to all tasks in a project having to have the same task template, I've had to build my system using several different projects for my overall workflow. When something reaches the end of a pipeline in one project, it necessitates the creation of a task in another project to continue on in my overall pipeline. This creates an extra work step for me as I have to then create that task. Right now, my workaround is an email alert which hits a filter in my Zoho Mail box, which triggers an email to be
Repeated notifications for Ticket/tasks depending on their status
Hi, everyone, For our day-to-day operations, we need the ability to be repeatedly notified about tickets and/or tasks depending on their status. This would affect one of the following cases: 1. A ticket has been open for a long time. 2. A ticket has been
Call Centre Advice - what setup are other companies using??
Hi. I am after some advice on setting up a call centre. We need a call centre app as a first line that captures all incoming and outbound calls, allowing for notes and categorisation of calls, reporting and analysis. We also require integration with
Adding additional records dynamically to a subset of fields
I'm trying to create a service ticket layout which will be passed to a Creator application for Field Service Management (FSM) purposes. We need to be able to define a specific subset of service product fields such as "Service Product", "Service Product Serial Number", "Service Product Warranty End Date" and "Service Product Current Warranty Status". We may need to record more than one of these subsets, in case the customer has more than one product which has to be serviced on their site. It seems
3CX integration
As ZOHO CRM has now become a serious contender it needs to have a serious phone dialler for 3CX. I've opened up an idea on the 3CX forum and would appreciate if you would take the time to vote for this integration. It's been long overdue. http://www.3cx.com/forums/zoho-integration-43490.html Many thanks in advance.
Zoho Desk very slow
over the past few weeks zoho desk has become so slow that it is almost unusable. please address performance issues. Thanks!
OUtlook calender syncing with ZOHO ( 2 Issues)
HI Please help my diagnose: Calender syncs, but creates a SEPERATE calender in outlook, I had synced my outlook calender with zoho last year and it didnt do this that time, but this time at it seems ot have created a new calender called ' ZOHO CRM Calender"
Update a bolean field with a custom function
Hi! I want to update the field "isAccountTicketsViewable" from true to false. I have a workflow rule that trigger when the field "Account" of a contact is modifyed. When the rule trigger I wanto to update that field. I write this funcion and mappde ConctaId
How to create a mass email summary/report?
Hi All- We schedule emails to go out on a daily basis. Is there a way to run a report on how many emails went out daily and what industry? Any suggestions would be greatly appreciated! Thank you in advance, Susan Hiley
Aging Grouping
Hi, When I'm pulling an AR receivable, I know we can customize the aging intervals by customizing the report - however, I can't seem to find a way to export this view in Excel. The excel view will show the aging per line, but will not group invoices under
Tip of the week 91: Managing your signup forms using iFrame code
Cover image Signup forms are a great way to organically grow your mailing lists. You select one from your email marketing platform, customize it based on your needs, get the code, and embed on a single or multiple pages of your website. However, when
Sending Autoresponders to Existing Contacts
Hello! In recent times, many of our users wanted to send Autoresponders to existing contacts. Since, these contacts existed already; they will never be receiving that message scheduled in the Autoresponders. But, is there really a way to push these Autoresponder message(s) to such existing contacts? Well, Zoho Campaigns has again come up with a solution for such request laid by many of our users. We are happy to announce the new enhancement on Autoresponders through which you can send the Autoresponder
Sync Data from ZOHO CRM to ZOHO Writer
How do I sync data from CRM to Writer? Like maybe, auto populate fields in the writer with client's name, etc from ZOHO CRM? and maybe from Bigin as well
Unable to get Related records from Custom Modules
When I try to do resp = zoho.crm.getRelatedRecords("custommodule3", "Leads", "1280922000001794916", 1, 3); I get {"4401":"Unable to populate data, please check if mandatory value is entered correctly."} When I try resp = zoho.crm.getRecordById("custommodule3",
Allow multiple booking on Zoho CRM Calendar Booking
On the Calendar Booking, I would like to offer the option to our clients to book the same meeting (on the same time slot.) In the "Manage Calendar Booking" -> "Edit" -> "Advanced Settings" I select at "Maximum no-of meetings on same time slot" a multiple
Return pop-up from button blocked
I have a button on a create view that has worked consistently for quite a while. All of a sudden, it is opening a new tab in the browser with the message about:blank#blocked rather than giving the return value. When tried from the function editor, it
Zoho Books: Looking back at 2021
View all the changes we made during the last year in our What's New Timeline.
Complete Sales Activities On the Go with Zoho CRM
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Relationship Management
Hi Community, I am looking for some help implementing a relationship management workflow or automation. I used to use Contactually (https://www.youtube.com/watch?v=YX0uLXd-geA) for my relationship management and I loved the way you can bucket contacts
Line groups in generated report
Generated report by one of my form have to many lines. How can I do to group them? Generated lines are lines from one big order. For example we receive an order with 5, 10, or more lines from one customer and those lines I want to group in my generated
Urgent - open url not working
Hi I can not work out why this URL will not open. Please help. This is urgent. Code: if(Convert_to_Trial_Booking == "Convert this record to a Trial Booking - then archive this record") { insert into Book_a_Trial [ Added_User=zoho.loginuser Age_at_31st_Dec=input.Age_at_31st_Dec
Why are we capped at 5 saved filters per view in the CRM?
We have accounts in about 20 industry categories. We'd like to have saved filters for each of those. But Zoho caps the number of saved filters for any given view at 5. The Zoho-suggested "hack" to create even more views, each of which would hold a maximum
Milestone invoicing for projects that are all the same
Hello, I am a brand new user of Zoho Books with an invoicing question. All my company's projects are billed as fixed cost for project...& every project is invoiced at the completion of each of 4 milestones. These milestones are always the same & are
Is there a phone number/e-mail to contact regarding zoho customer service?
I'm looking to talk to a zoho representative via e-mail or telephone for some customer support! Is this possible, or is everything online?
Access autonumber custom field from bigin inside flow
Hi, is it possible to reference the autonumber field created in a bigin deal using flow and map it to a field in projects?
Map Point Territory Management
Hi, My team want to have a way of seeing all their customers on a map, and being able to segment up geographic areas to form territories. They have previously done this sort of thing with MapPoint which makes it a 15 minute task instead of several hours.
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