Embeddable Customer Forums
what is the best way to setup a customer discussion forum that will be hosted inside a Squarespace website? A client wants to setup a forum for general discussion - some of it will be about help topics, some of it will be about general discussion about
Planned Annual Maintenance US Data Center, 25th December 2021 and 1st January, 2022
Dear customers, Our annual infrastructure maintenance for our US Data Center is scheduled for 25th December, 2021, between 06.30PM and 09.30PM PST, and on 01st January, 2022, between 06.30PM and 09.30PM PST. This maintenance has been planned during non-business
Update your browsers for uninterrupted access
We have upgraded the default browser version for Zoho Recruit to facilitate features like widgets and scripts that are often implemented aside from advanced functionalities for various business requirements. The latest version is aimed to provide better
Zoho People Newsletter - December 2021
Hello Everyone! I hope all of you are safe and well! Zoho People's HR newsletter for December is out now! Check out the newsletter to know all about our newest features, upcoming features, webinars, HR blogs, HR tips, and many more exciting things. Click
Errors when using JIRA integration
Hi, We have had the JIRA integration working successfully for the last couple of years but it has recently started failing. Specifically, when we try to "Add New JIRA issue" from a Zoho Desk ticket we get the following error: Oops! Something went wrong
Star Rating for Contacts
I propose to add the feature of a star rating system for Contacts. Not a pick list of numbers but a regular 5 star rating system that can easily be edited or changed and that is also sortable. Thanks.
Cannot Add User To Our Account
Hello, we were trying to add a new user to our account. We accidentally created a brand new account with the e-mail we wanted, which is not what we wanted to do. We tried to add the e-mail address to our main account and it said the e-mail already exists
Summary Page (Record Template or ZOHO creator page) in ZOHO Creator
Hi Team, Good Day! Requirement: Want to create a summary page for a student management app in creator. If the student is passed for a particular exam, the marks / grade needs to be in green color or else it needs to be in red color. I thought that for
Location based shipping
Hi, How do i define shipping rate based on where the item is being shipped to? For example, within India I want to charge a certain amount and for international destinations i need to charge a higher amount. How do i set this?
Command Center v Blueprint
I want to move from a blur print to a command centre because my journey goes across multiple modules. In my blueprint transitions I ask my users to update fields but I can't find how to do that in command centre. I can only see that I can automatically
Colored message flags changing to red using IMAP
Setting a colored message flag in Apple Mail for a message in a Zoho account accessed via IMAP appears to work at first. However the flags all appear red when viewed from a different device, and turned red over time on the original device as the client syncs with Zoho. This works correctly with Gmail and other IMAP servers and looks to be an issue with FLAGS . Is this a known limitation with Zoho? Any plans on a fix? It is blocking transferring two domains to Zoho hosting.
zoho sites blog images
It is broken. It is not displaying the size correctly on. It will not change the size no matter which one you choose. When you try to post. It says save failed. Its very buggy.
Zoho Campaigns
We have been having a lot of issues with Zoho Campaigns. Is this product ready for commercial use or still under development? Our sales person has spent countless hours speaking with your development team and we still have no real way forward. If under
How to add job site address to customer contact records and invoices
Hello All, We perform jobs in many states for the same customers who send us to those multiple addresses. We need to include the address, and several other custom fields to the invoices and we need this information to be reportable. We need to be able
Editing Payroll Journal entries
Hello, my company did a migration from QBO to ZOHO. We are still using QBo for Payroll and I was asked to look into the Payroll. I have found a few things that will keep us from making the switch. 1. I need to be able to edit the Payroll Journal
Map Zoho WorkDrive as a network drive in MS Windows 10
I am evaluating a migration from Google G-Suite's Drive to Zoho WorkDrive. I currently use the Google Filestream windows application to present the Google Drive as a network drive in Windows File Explorer. Can anyone clarify if there is a way to map the Zoho WorkDrive as a network drive letter in MS Windows 10? To clarify, I am not trying to sync to or from a network attached drive or NAS. I am trying to have the cloud-based WorkDrive map as a network drive letter that will appear in MS Windows
Open Report Filtered?
Is there any way to open a report with a user filter applied. Or to just open it on a select subset of data in the same way that a view can be opened on a select subset of data? I have a report with data for employees. Almost always, the user opening the report wants to see only one employee. If I give them a mean of selecting the employee at report open time, is there a way to open the report so it's showing the data for just that employee?
How do I make subform row items appear only once in an HTML table in zoho creator snippet pages?
I have attached a screenshot. Category fields are fetched from a subform rows and rows can contain similar categories. I want to show category only once in this table with its count in head count. For example Engineer - 2 and not as it is currently being
Status of log4j vulnerability
As part of our mitigation strategy for the Log4J (CVE-2021-44228) critical cybersecurity vulnerability we are conducting an impact assessment to determine the level of risk to our organization. We are reaching out to all our software providers to determine
Zoho Desk, prevent creating new accounts when creating a ticket
Is it possible to prevent agents from creating new accounts when creating a ticket? I would like them to be able to only select an existing account from our list of accounts. We are having a problem where accounts are added multiple times as agents create
Download CSV of calendar bookings
We are using this platform for audition scheduling. That means all we really need is the time, email address and name for each booked slot. in order to present it easily to our audition panel, can I download a CSV of the calendar or bookings data for
MS Teams App
Hi, is it possible to get a notification in the MS Teams App, when an new ticket is created in zoho Desk? It seems as if it is just a visualization of a ticket view in MS Teams. We'd need the red dot, when a new ticket is created.
Vendor performance
it would be great if we can get the vendor performance reports from vendor portal. it would also be useful if we can enter vendor name while we import resumes and we can quantify how many resumes were provided by which vendors
subform calculation
Hi everyone I have a subform with my quantity of sales per product. I want that with every row in my subform, the instock quantity in an other form be updated. This is what I'm doing: for each eachRow in Articles { getRecord = Stock[ID == input.Articles.Ref_article];
Not able to reach the help center
Hi there, Our customers can't reach our help center and get to see an error: https://support.spend.cloud/portal/nl/home How can we fix this?
Zoho Finance Bug: Account Popup Selection Window... #2 The Search input box barely shows on screen and it about 70% cropped
This is very easy to miss for people just starting to use the system. When adding a Zoho Finance record, you click the magnify icon to the left of account name to find your account. A popup screen appears but the search box is barely shown onscreen.
Zoho Finance Bug: Account Popup Selection Window... #1 Can't select an Account unless you click about 10 times
This is a really annoying one and makes the workflow unusable. You basically can't select or REALLY struggle to select an account from the popup window. To replicate scenario - In CRM Open the Zoho Finance module and Create an Record - Click the "Magnify
How to make a product page style with variant?
I am trying to figure out how to create a product page with variant? I was thinking creating a product and its subform will be its variant. The problem is I do not know how to display it in a dropdown and change the image upon selecting the dropdown?
Webinar Recording Link Not Working in Post-Automated Email to Attendees
Hi, we've had this issue before in that when we've sent out an automated email to our absentees and attendees, the recording link doesn't work. At the time I was told it was because I've set the email to be sent 2mins after the webinar, and that wasn't
Automate Territory Creation and management
Hi Guys, We have our custom portal where depending upon an action we want to create a territory (based on roles or from scratch), assign to user(s) and set up rules on basis of lead module. I have checked the API documentation link and cannot find any
Zoho CRM Lead Magnet Wordpress Plugin Not Working As Expected
Hello, The Wordpress Plugin "Zoho CRM Lead Magnet" isn't showing the proper picklist options for our "Lead Source" field. And in the "Product Interest" field, the pre-selected option keeps clearing out when I exit the form setup page. Any insight?
Zoho CRM - Mass Email function
Hi Zoho, It would be extremely helpful if the Mass Email function gave you a record count after setting your criteria. Right now, you have to build the criteria rules in a custom view to make sure they give the contact you want - then redo that same thing
How to associate leads with other fields via CSV file.
I have properties and spouses that can be associated with leads. Is there anyway I can associate those leads with spouses or properties via a CSV file? I don't like that after I important new leads. I have to manually add properties and spouses to my
Can I edit or add to the list of Account Types in Zoho CRM?
Some of the available Account Type are: Analyst Competitor Customer Distributor Integrator etc. Can I add to this list, or edit existing Account Types? I'd like to be able to, but can't see where. Thanks, Ross
Zoho flow Move from Collect Files to Team Folder
Hi there, I'd like a little help understanding how I can automatically move a file uploaded by an external party, into the "Collect Files" Location in WorkDrive to another Location in a Team Folder? Is this possible with flow? I've got it to the point
Opening a specific record template as pdf on button click via openUrl
If I use a function to email a record template as a pdf I can choose a specific record template ("testRNtemplate") from several I have created using the syntax: sendmail [ from :zoho.adminuserid to :zoho.adminuserid subject :"pdf is attached" message :"pdf is attached" Attachments :template:testRNtemplate as pdf ] Now if I want to download the pdf on button click this sort of function seems to work but I cannot figure out how to specify a particular template. It seems to always download the default
Issues with updating a new Zoho CRM Record
Hello, I have a Zoho Creator form that leads fill out. The information they input is sent to Zoho CRM in the form of a lead. This was working fine as just creating a CRM record, but I wanted to update the newly created CRM record with more information.
What user specific reporting is available for Social Campaigns
What specific reporting is available for social campaigns? Is there user level reporting? What users clicked a link? What they shared? What they tweeted? Etc?
Shuffle
Hi. Is there anyway of shuffling scheduled social media messages?
Implement Roll-Up Summary Fields
Zoho Recruit should have the ability to implement Roll-Up Summary fields. This capability is well known and established in other CRM systems such as: Salesforce https://trailhead.salesforce.com/en/content/learn/modules/point_click_business_logic/roll_up_summary_fields
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