Is there a way to do an "OR' search on a column, using normal Search?
Is there a way to do an "OR' search from the normal Search? Such as to find tenant name (text field) that contains "starbuck" OR contains "coffee" OR contains "brew"? If it is possible, please reveal the syntax. (I see that the Global search allows OR. But Global search does not assume wildcards and does not work right when wildcards are used with OR. And, global search has limits vs. searching on the actual report.) (And, using an automatic Filter requires a Lookup field, and this is not practical
Can't verify email with namecheap
Hello, I'm trying to verify my domain o namecheap but it keeps saying verification fail. I added my DKIM to namecheap (as you can see in the screenshot below) But doesn't verify. Any thoughts? thanks
541 5.7.1 Mail rejected due to antispam policy
Hello all Only recently we bought a subscription that also sends a daily newsletter to two of our emails that are setup in zoho. We never received those emails and after contacting that company they informed us that they get the error that it is in the
populate budget field from estimate
Hi, is there a way to populate the budget field from the estimate that is created inside the project itself? i have the project-invoice integration setup, hoping to be able to create an estimate and have that total be the project budget without having
Updates in Workflow rules: Retry failed actions from workflow reports
Dear All, We have some interesting updates in the workflow reports! Setting up automation using workflows saves a substantial amount of time in various business activities. Additionally, to monitor the performance of each workflow rules, we provide workflow
How to setup a schedule function to create Invoices in Zoho Books?
Zoho CRM offers a wide range of functionalities that can be performed in a set interval. One of these is scheduled functions. Schedule functions are a very powerful tool that helps users set up specific tasks that are repetitive and need automation. Today
"Track Sales Tax" differences between free and standard: what does this mean?
What are the differences between free and standard versions when it comes to sales tax tracking for invoices, items, customers, etc? The help screens have ZERO indication of what features are available under what version. The marketing literature only
How do I sort Activities by "Activity Due Today + Overdue"?
Hi, thanks for the help. If I am in the "Activities" view, the sort option does not allow me to sort by "Activity Due Today + Overdue". It gives me lots of other options besides that. If I am in the "Leads" or "Contacts" view, it DOES allow me to sort
ZOHO to Quickbooks Online Integration
When is this going to happen, I've seen threads this integration two years back, and would really like this asap. Can we please get a timetable of when this will happen?
What is the definition of "Lead Created Date" in the Contacts Module
Can someone from Zoho please provide the official definition of what the "Lead Created Date" in the Contacts Module is? I assume it is the date the lead was created in the database, but things aren't always what they seem so I want to make sure. Thank
I can not see my products in a different department of my company.... What do I have to do?
Hello, I can not see my products in a different department of my company.... What do I have to do? Thank you peter
Showing Subform Field based on Subform Dropdown
Hi, on my main form "Contact Info" I have some dropdowns that will show a single line field based on what is selected in the dropdown. i.e. In the "Distribution Method" dropdown, I select "FedEx", and a "Tracking #" field appears. I have tried to do this same thing within a subform, but the subform just displays all of the fields and won't use the rules/logic I've setup in the form ("Contact Info Subform"). Do subforms not use the logic that are specified in them? Is there another way to have a subform
Can't see the email sent by others in our group
We have a problem where one of our logins cannot see any emails sent to a contact by any others of our group. They are set as Administrators so should see all of the settings. They can see the account, they can see the contact, but the email section
Facebook Busienss Suite integration with Desk/
I've got Facebook Social integrated with Desk but its only pulling Pravate messages and not Messages customers send to the Facebook Business account. How do I configure Desk to work with Facebook Buseinss Suite particuarly messages and get the messages
How do I make a lookup field on one form autopopulate another field on that form with information from another form?
I have one form called Watering Volume Log where users input the Ranch Water Source and Water Volume in GPM. I have another form called Watering Log where there is a Lookup field for the Ranch Water Source field from the other form. On the Watering Log
Auto populate data in create contact form using windows application c#?
I have developed a c# application which manage zoho contacts. It's working perfectly but i am stuck on a task. I want to open the create contact page of Zoho CRM with some data. Is there any way to send form fields data in query string?
Chaging legend item name
Hi, I was wondering if it is possible to change only the name of the legend items without adding any tables or columns. So you do not change any data nor add any data, only changing the visual part of the legend item. Thank you in advance.
What's new in Zoho Mail: December 2021
Hello everyone, We hope you are all doing well and staying safe. The last month of any year is always a magnificent one, full with holidays and much more. For the month of December, we at Zoho Mail have provided you with multiple new features. Give these
209.85.222.180 listed at spam.dnsbl.sorbs.net
My client is not able to send any email to his Zoho inbox. When she tries to send it, she received below message. Importantly the below error message says "Rejected: 209.85.222.180 listed at spam.dnsbl.sorbs.net", I am not able to figure out which IP
SPF error
Hi everyone, I just signed up with the free email plan today and I am having trouble setting up the SPF. I copied and pasted the record as instructed on Zoho's website but I couldn't have it verified. Turned out that I had multiple spf records. Then I
Zoho Campaigns Update: Topics, Contacts, and List Management
At Zoho Campaigns, our highest priority is making it easier for you to use our product to accomplish your business goals. With that in mind, we are updating three of our pivotal features: Topic, Contacts, and List Management. These existing features have
Set work hours by resource
Zoho Project is pretty good but there are a few features that seem fundamental that I cannot seem to find. How can I set work hours by resource for any given day. For instance, let's say I work two hours on a project this week but my coworker is working
Zia "global" search
Hello! Do anyone know if Zoho Project is included in ZIA's global search? At the moment I don't see it. Does it depend on the subscribed Zoho Progetto plan? Thank you in advance
How to generate revenue by creating a Vertical CRM on Zoho Platform
Hi Team, I want to build a vertical crm on Zoho Platform. I want to understand how can I sell my vertical CRM to my client as whitelabel means totally my brand without any zoho awareness. How can I rebrand and launch under my brand? How can I set my pricing?
How can i update the value using deluge (dynamically) ?
How can i update the value using deluge (dynamically) ? The thing is we had already did insert task; but as we added 2 new fields later , so we wants to update these 2 fields into other report and there are lots of data there. How ? Thanks and Regards,
Can i add External User to zoho Analytics if i have zoho One licence?
By The Grace Of G-D. Hi, Can i add External User to zoho Analytics if i have zoho One licence?
Sharing my email inbox
How do I give my colleague permanent access to my inbox? I want them to have access to respond to messages on my behalf any time, instead of just forwarding my mail for a period while on leave.
Has there been a change in compose email functionality in Zoho CRM?
Hi I have a series of templated emails that I used to be able to send fully formatted from the email composer in CRM. Now, when clicking 'Send Email' on a single Lead or Contact, the compose email box comes up, but if I select a template it seems to remove
Details on adding a note to a contact/lead via Zapier
Can someone provide some details on how to add a note to a contact/lead using the Zapier integration of Zoho CRM? My trigger provide a phone number as a lookup key and then some added data that I want to add as a note. I assume that I want to use the
How to display content of linking module on my contacts record?
Hi all, I am relatively new to Zoho CRM so please bear with me if this is a stupid question. I have looked for an answer in the forum but couldn't find it. I am trying to keep record of the products my company sold to our customers (contacts). For each
Bug: Non-admins can no longer revise the site map
For years the site map could be revised by a user that was not a site admin, but did have site (or workspace?) create, edit and delete permissions. This appears to have changed recently so that the site map can only be revised by an admin. I believe this
Query Table
Hello All, I have connected my local database to Zoho Analytics successfully but now i want to query table but i can't seem to find the option for that. Please find the attachment.
Date Range - Default Start Date
I have a report with a User filter for a date range. Is it possible to implement default dates, which the users can subsequently change? Ideally, when loading the report, the default date range should be From: {Today} To: {Today + 84 days} But, the users should always be able to then change the date range as they see fit.
Building a chart from call log data
I have a table full of call logs and I need to build a graph that groups the logs entries that occur between each hour of the day and then count that number. The question I'm trying to answer is the average number of calls per hour for a given time
Penerimaan dana investasi bca
16 digit no ATM
How to not round Zoho Commerce invoices?
Currently, when a customer has cart with a value of, say, $19.90 USD, and they go to check out, Zoho Commerce checkout rounds the number to the nearest whole dollar (in this case, $20 USD). I don't want to round up the invoice amount, I would rather just
Signing invoices? Is it possible YET?
In zoho invoice I need a way for my clients to be able to sign their invoices and estimates. I have never seen this option and badly need it! Thanks.
Weekly Activity Reports
I'm trying to set-up a report that would be a summary of last weeks activities (both tasks and events) and the coming weeks tasks that would be emailed out automatically Sunday night (I'm currently a free subscriber but would upgrade to Pro for this feature). I'm having a couple of problems 1) I can't figure out how to create a single report that includes both the previous week and the upcoming week. Is this possible? 2) I'm having trouble figuring out how to include both tasks and events on the
Workflow Email Send Delay
I'm building a workflow that sends an email on opportunity creation. The email shows as sent from within the opportunity, but hasn't actually be sent and doesn't show in my mail 'sent' folder. Do workflow emails get batched and sent later? Or do I have
Support for Whatsapp Groups
I would like to be able to manage my Whatsapp groups from within Zoho Social. It would save a lot of time if Zoho could add this feature.
Next Page