Need to add monthly deals
We do software development and with that we do hosting and SLA work where the client signs an SLA contract to pay x amount per month for 6 or 12 months. Can someone please tell me how to put that into ZOHO as a deal - or do I have to add it in manually
Zoho One Tips & Tricks 02: Single Sign-On (SSO) in Zoho One
Sinds de uitbreiding van MarketPlace heb je nu de mogelijkheid om nóg meer apps toe te voegen aan Zoho One. Meer apps betekent echter ook meer inloggegevens die je moet opslaan en bijhouden. Zou het niet makkelijker zijn om vanuit één inlog-account toegang
Can't receive or send emails
Can't receive or send emails using bn54.com.br domain.
Can i get a zml snippet to show a value that is generated by a function
Hi All, Any help would be appreciated, i am trying to show the last record of data on a dashboard page and below is my code used but i don't think it will allow me. Before you say i know the text value is incorrect, but i was trying different methods. <%{ last_record = Digester_Data[ID>0] sort by Date_field desc; a = last_record.Water_Temp; {%> <panel> <pr height='fill' width='fill'> <pc width='100%' bgColor='#FFFFFF' padding='20px' hAlign='center' vAlign='middle'> <pr height='auto' width='auto'>
Tip of the week 90 - Ways to leverage user-generated content in emails
Email marketing experts predict that 2022 will see a surge in user-generated content (UGC) in emails. What is UGC? It is simply unsponsored content—videos, posts, reviews, and testimonials—consumers create about a brand’s product or service. To create
we need Arabic Interface
dear admin, we urgently need Arabic intreface for our zoho books account ASAP. our employees can not generate sale orders because they don't know englsih. it is important to give us the option to use Arabic interface.
Salesiq chat always offline - server error
Greetings from Brazil Guys, we're not able to put our chat online. When accessing the site, the chat always appears offline To try to put it online, we go to the control panel, but when we click to leave the chat online, the system informs us that it
Zoho can't read AWS Route 53 SPF record...
Hi, I followed Zoho instructions to the letter, but Zoho will not verify my AWS SPF record for qdit.ca. Could you have a look and see what's wrong? Thanks
Vivasoft devient partenaire Premium Zoho !
Zoho souhaite féliciter toute l'équipe de Vivasoft pour avoir obtenu le statut de partenaire Premium ! Avant de vous présenter plus en détail la société Vivasoft, sachez que nous choisissons avec la plus grande attention nos partenaires. Qui est notre
The month that was at Zoho Workplace| December 2021
Dear Community, Hope y'all are doing great. Bringing you some cool Workplace updates from last month. Let's get started! Make the most out of Fillable templates Writer introduces more field types, collecting form responses, customizable form actions
Rounded Pricing when Working in Multiple Curencies
Hi, I'm setting up Zoho CRM for our company. We currently have 3 price books, in US$, Euro and GBP. Our products are priced with rounded numbers, e.g. £3,900 = € 5,000 Zoho uses a base currency multiplied by an exchange rate, so I cannot achieve rounded
How to display only the categories name?
Hi, Currently, my knowledge base main page shows all categories and the articles we have: Is there a way to show only the category's name, and once you click on the category, you will see the articles there? Thank you
How can I make a recurring potential?
Hello, We'd like to be able to track monthly recurring revenue by having a potential in the CRM that opens and closes each month (or year, or quarter). Do you have a feature to be able to do a recurring potential or is there a way I can use the software
Zoho Desk Integration with Bug Tracker
Hi, I am writting this to check the scope for classification mapping. I am tring to integrate the Zoho desk with bug tracker... I could integrate it and seems working fine. However, I am trying apply a scenario where we can get a option for mapping a
Account Page blocked as virus
We are unable to access our account records - we are being blocked by antivirus to accessing the accounts - we can access the contact but not the account. We are not disabling our firewall this is something on your side. Please advise. Leah Edwar
Making call from Zoho CRM app NOT using the phone App
When I try to make a call using the Zoho CRM Mobile app it defaults to Android phone app instead of using our Twilio account to make calls. Because we have international customers calling, we need to be able to call via Twilio instead of our local personal number. Is there any way to do this? You can do it no problem within the full CRM but not within the Zoho Crm mobile app. Please help!
Deluge - Quarter Inches - Remove Leading Zero
Hi, I am taking an API reading that is in total inches. I am converting to Feet, Inches, and Quarter Inches. I'm using the following code to round the quarter inches to (.25, .50, and .75) // Routine to Check for Quarter Inches vNumber2 = vTotalInches
How can i make a connection between zoho crm with zoho workdrive
How can i make a connection between zoho crm with zoho workdrive As i couldn't find the option of zoho workdrive in the connection as attached. Thanks, Sidhant A.
Trouble editing Zoho Notes
I would like my colleague to be able to edit the notes I create in Zoho Notes. I have made her a Moderator but she doesn't seem to have the ability to edit any note I have created. Can you please tell me what to do?
Trouble with @mentions in Zoho Mail
I am having trouble with @mentions in Zoho Mail. When I post a comment on an email to my colleague on our domain she does not receive the email or any notification about the comment. Can you please tell me how my colleague can access the emails I have
Extension not available in Shared Ticket view
We created a custom extension, however when viewing shared tickets there is no option to open that extension in ticket view. Is there a way around this?
Associating contacts with an account
Hi, I have seen we can associate contacts with more than one account which is very useful for us as some of the people we deal with work for several different companies that we deal with. I have followed the article on this and got it to work with some
Email Routing
Is it possible to have a call with someone to help with a Zoho emial routing issues? I have started at HerCampus for about 2 months and this has been the problem for the company before I started. I want to try to resovle this so we do not have to look
Can i get agent Average Response Time and Average Resolution Time to specific agent with his id from API?
Can i get agent Average Response Time and Average Resolution Time to specific agent with his id from API? If so, please share an example of the URL. Thank you.
How to get OrgId(Zoid or Where is it ?
We wat to create a new user and email using our CRM according to this i need the OrgId(Zoid),Where is it? https://www.zoho.com/mail/help/api/post-add-user-to-org.html
Zoho Invoice's 2021 All Wrapped Up
Instant Sync - Fetching Accounts Module Fields has been removed at the moment.
Hello all, Good day! This is an update regarding removal of a feature from CRM integration. Recently we identified that the option 'Fetch Accounts Fields' in the Instant sync was not working as expected so we're forced to remove it for any new syncs.
File locking?
We have multiple workdrive accounts sync to several computers. When i use a (excel) file and make changes other person can open the same file and make changes. When the second user saves the file, in workdrive is created a second file without warning. Example: Filename is "Payments", only 1 file for all users to use. When 2 users change the file together in the same time we have 2 files: "Payments" "Payments (Admin-Computername-date) How i can create only 1 person is allowed to change file's at the
Duplicate a field in different modules in Zoho CRM
My question is: In Zoho CRM as I create a field in the Projects module and the field turn to double in the Invoices module, and that its content of this field is reflected in the two modules Projects and Invoices. This can be done or not?
Level up your voice support and engagement with Call recording
SalesIQ's audio call feature is one of the best ways to actively engage with your customers, promote your business, or improve support sessions. But have you ever been in a situation where you couldn't recall the critical information you discussed over
Zoho For Small Company Cost
I am from 3PL Solutions Group a UK based third-party recruitment agency. I want to ask what is ZOHO CRM monthly cost. You are giving any concessions etc.
Spam with 'undefined' email address
We're getting overwhelmed with spam that has an 'undefined' email address. We can't block it through your spam blocking tools. This is **invalid** email - quit delivering it to our inboxes. Kill it at the server!
Workdrive Custom URL CNAME Specifics
I'm having trouble mapping my custom domain on Workdrive. If I'm reading the instructions correctly, I'm supposed to add two CNAME records, one with the name "workdrive" and the other with the name "WorkDrive-[uniqueID]." My question is whether my domain
How do I delete a task in Zoho CRM?
Hello, I am trying to delete a task in Zoho CRM. I can see how to mark it as completed or deferred, but how do I actually delete it? Thank you, Stephanie
Tip #18: Time saving options in module customization that you may not have noticed! Read now.
Hey everybody, As part of our weekly Tips and Tricks series on using Zoho CRM, we are going to focus on module customization today. Have you had those moments when you realize that what you have been looking for has been right in front of your eyes but you never saw it? You could be wearing your hairband around your wrist and be looking for it for thirty minutes. Or you could be doing something a certain way and having a miserable time with it - until you realize that there was a much easier way
Help: Pick List limited to 500 options
Is there any way to have more than 500 options/values for a Pick List? I want to use it so that it stops spelling mistakes and typos, and creates a standard list of options. My only problem is that I have thousands of options and Pick Lists only allow
Zoho Mail: Android App: Multiple Accounts: Contacts.
Zoho Mail: Android App: Multiple Accounts: Contacts. If the Android Zoho Mail app is set to access multiple Zoho Mail accounts, then all of the Contacts from all of the accounts are accessed. When in the recipient field of an email, Is it possible to
Search Items & Description in Bills
Would it be possible to make the search cover items & descriptions in the bills/invoices sections? Surely now that these are now populated by the autoscan it would be a simple task to add this? Thank you
E-mail template Duplication
Hi, I have cloned an email from an already existing template, made some alterations and then tested this through on a lead in Zoho, however for some reason the e-mail content is duplicating itself (same content twice) in the body. I have tried this twice
Proper Folder Hierarchy
Hello, what is the best practice for creating our organizations central folder and doc sharing repository? We have been running into some issues with the way WorkDrive handles folder permissions. Here is a sample of what we started with: Documents |_ ... |_ ... Images |_ ... |_ ... Projects |_ Group Project 1 |_ ... |_ ... |_ Ad Hoc Committee 1 |_ ... |_ ... |_ Event Planning |_ ... |_ ... |_ .... Now, the issue is that we
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