Create Quote from Deal. Unable to copy Data in Custom Filed in Quote Product Details (Subform). Function work for all other Fields but Custom Filed is Blank
hi I am Creating Quote from Deal using Deluge Code in Button Function. The Quote is getting created, there is no problem, all fields are getting populated. my problem: I have a custom Filed in the Quote page under Product Details (Subform). This custom
【12/21〜12/23】Zoho CRM 管理者向けトレーニングのご案内
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Participant name is not updated
Hi, I've changed a participant name in Zoho One, but when she joined our meeting, Zoho Meeting still shows her old name. Anything I can do to purge the old name? Thanks
Zoho Sheets Arrayconstrain
Hi, I'm using functions that output arrays. In Google Sheets I usually wrap them in array_constrain(array,limit) which makes them not take up all available space. Is there a similar function in zoho sheets? Example from Google sheets =array_constrain(ArrayFormula(sumif(B2:B,H2:H,C2:C)),L1,1)
Support for 'Save to Files' and 'Share' options for attachments in the mail detail view
Hello All, In the latest version of the Zoho Mail iOS mobile app (v2.6.22), We have introduced 'Save to Files' and 'Share' options for attachments in the mail detail view as well as in the 'Attachments' module for easy access. Please refer to the screenshot
Undoing user update of a field
I have two bits of code that are used for different subforms on the same form. The idea behind the code is to prevent the user from changing a field on a locked row (invoiced). The first code snippet works fine, the second gives an error. Does anyone
Form workflows not running with new import feature
Hello, today the Import feature from reports has a new look and feel. Unfortunately it seems to break functionality with form workflows. Form workflows that are triggered on input of a field are not running when importing data that contains value for
Adding modules in bigin
Hello can we add more modules in zoho bigin?
Google Calendar confusing integration
Hi, Please see attached screenshot. Let me know please how to avoid that there is a separate google calendar in our account. I need the Bigin events just to write on the normal calendar without creating another one on my google calendar. This not only
Time to transform your business with Bigin's brand new features – Don't miss this webinar!
Hello everyone! Bigin recently received some major upgrades in the form of some exciting new features. Namely, Stage Transition Rules Multi-currency Advanced workflows Custom Lookup fields Colored Tags Custom Fields for Tasks and Events, and Enhancements
Resend invitation to Client User in Projects
How can I resend an invitation to a Client User in Zoho Projects? More often than not, a Client User either won't accept the invitation right away, or they'll accidentally delete it, and I cannot find a way to resend their invitation, without physically deleting them as a Client User and recreating them. There's got to be a better way....right? Thanks!
Inbox does not update on Web?
I'm using IMAP for my email account and have it setup on my Mac and IOS devices - they all perfectly sync together.....except if I access my account via the web (Webamail) - my Inbox shows all emails - it is not updating and it is not matching any of my other devices. Right now I have one email in my inbox and all my other emails are in folders and that's the way they all show on my devices.....but the webmail interface shows my inbox with all my emails? This makes no sense? I have IMAP activated
Temp Based Rates
We know finding the right temps for jobs is the hardest part. And the most depressing part? Finding temps with different base pays. Because this would add more work. Duplicate the same job for the client, multiple timesheets, multiple invoices, and the
Resume e-mail on Career page
Hello, Is there a possibility to change the resume e-mailadress shown on the bottom of the career page. Right now it is resumes@<company>.zohorecruitmail.eu but we would like to show our own email adress. Greetings, Jesper
Storing and accessing customer installation details and related docs from multiple Zoho apps
We install solar photovoltaic, battery and generator systems for our customers and have one or more jobs (CRM Deals) and Job Sites (CRM Custom module) for each customer. During the commissioning stage, we have configuration details from each job / job
Using Labels for Photo Management
I'm considering labeling all my company's photos (thousands) for organization, but I have some questions before I undertake such a massive project. Has anyone else attempted to use labels similarly? Any pros or cons? Is there a limit to how many labels
"ignored on" alert in Zoho Marketing Automation Journey
Hi Guys, Why I've the "ignored on" alert in Zoho Marketing Automation Journey. what does it mean? thanks Walter
how to change agent status through zoho desk mobile app?
how to change agent status through zoho desk mobile app?
Zoho Desk Tips & Tricks #03 Ontdek de Activiteitenmodule
Beste Community leden, Laten we samen de Activiteitenmodule van Zoho Desk ontdekken! In de module Activiteiten kan je al jouw taken, oproepen en gebeurtenissen aanmaken en bijhouden. Elke activiteit bevat essentiële informatie over de starttijd, de duur,
Default Emoji's in Cliq
How do i turn off Zomojis? I want my short cuts to use regular emoji's
View Mode does not apply SQL "ORDER BY", how to sort by multiple fields?
When running a query directly from the edit view it works fine, but in "View Mode" it doesn't work. What can one do to see results sorted by multiple criteria?
Agents Availability
Hi, We need to measure the availability of the agents in Zoho Desk of somehow during the period of work coverage (9 AM - 18 PM). Is it possible to measure it and get a report? Thanks again.
Pregunta
Cuantas personas soporta la plataforma zoho meet
Directory apps and SSO
Zoho One provides a lot of features that help you unify your work across apps. Single Sign-on, a feature that unifies authentication and lets you sign in to all your enterprise apps without having to individually enter credentials everytime. We currently
Not receiving Digitalocean emails
Hi there, I believe I setup my mx records correctly but I currently do not receive any emails from digitalocean regarding my codes, reset password emails, etc. I even deleted my domain from my admin panel, remade the domain records from scratch and still
Change image universally on all emails in campaign
Is there a way to change the image at the top of all my emails in a campaign universally? Or do I have to go in each email individually and change it?
Listing Active Customers
Hi, I have difficulties about this crm concept and wondering to apply this scenario. I am selling monthly services, not physical products. For example i got 10 leads in this month and i closed won 2 of them. Lead converted to Contact and Company. That
How to copy the customization from Company-B to Company-A, if Company-A already has some customization.
We have two companies and we have bought two separate Zoho One Account License ( Organization ). I will call them Company-A and company-B. Few months back we had hired a Zoho developer to customize our Company-A CRM and the work done by the developer
Tiny Tip Tuesday #44
Protect survey user data with HIPAA Do you work in the healthcare sector, interact a lot with patients, or handle sensitive health information? Then, you should use HIPAA-compliant methods while gathering feedback or any other patient data. What is HIPAA?
OpenUrl in new window with perma-link
I have a report with several buttons: Each button opens av new report with OpenUrl and perma-link with the New Window parameter. When I push the forst button "Leveranser", it opens the new window in a new tab. If I go back to the tab with the above report
Not Receiving Emails
Any have problems receiving email through Zoho? I noticed I havent been receiving emails since November 22. I tried to send out an email from Zoho... looks like I can send out. When I tried to use my personal email to send to Zoho, i am not receiving
Coding help involving lookupfields
Hi I am wondering if the below is possible. I have a form called "Book a Trial". On this form the customer can choose a trial class to book using a lookup field to another form called "Add a Trial Class Option" which is where we keep a record of all of
Phone Checker for Zoho CRM Phone numbers
Phone Verifier - verifies the authenticity of phone numbers in Zoho CRM. The extension works with all standard Zoho CRM modules—it's an easy one-click phone number validator. Extension Link : https://marketplace.zoho.com/app/crm/phoneverifierforzohocrm
On Load workflow for a pop up box
Hi, I have a declining button on my bookings management system that should have a pop up box asking for the reason why that booking is being declined. I need firstly to make that box work (it was before then I changed something and it stopped) and secondly
Announcement : Active Campaign for Zoho CRM
Enable your marketing and sales teams to work in sync. With the ActiveCampaign extension for Zoho CRM, you can add contacts or deals and track your contacts from within Zoho CRM. Extension link: https://marketplace.zoho.com/app/crm/activecampaignforzohocrm
Incoming chat to ring to phone
I have a request. Before we moved towards SalesIQ, when a customer would start a chat from our website, it would put the customer in a hold queue state and it would ring to our phone system. When we picked up the phone call it would place the call on
Push chat transcript from SalesIQ to CRM not working
I setup salesIQ > CRM integration and made sure "Push Chat Transcript as attachment in CRM" is activated. Yet the only thing that I can find in the CRM is a note and the first line of the chat on the page of the "head guy" of the contact. But no attachments
Deals & multiple products custom
Hello, I want to customize the deal part in zoho crm. In my business, a deal can be composed of several products. For information, they are manufactured products, whose costs vary each time. Therefore, I have created each product in the product module,
How to modify data from developer console
Hi, I've just started using the Developer Console for publishing apps to my customers. for the previous projects i exported and imported the DS file to the customer account. It's still not clear to me how to use the developer console correctly. 1 - Can
Zoho Form : ULR of the page on which the form is filled
Dear All, I am using a Zoho form on a Wordpress website (https://www.holidays.sharaftravel.in/tour/form-test/) and the form is integrated to Zoho CRM to push the leads generated. However I wanted to get the page url on which the form was filled in the
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