Change task columns for users?
Is it possible to change the default/starting task columns our users see? In the project template, I've modified the task columns (which columns appear and their order) but when I create a new project from the template, those modifications don't come across. Thanks, Scott
Reducing users to match the license bought
Hi, my name is Vendrdi, I have been using Zoho one with a license for three but I wanna reduce it to one since I dont have other users that use the platform other than myself. I need help reducing the users to one have the license match the users. My
can't see scheduled posts
Hello! My company has a few people posting to our social accounts. When I go into the "scheduled posts" section, I don't see what the others have scheduled out. Would someone be able to help with this, please? Thank you!! Katie Senycz
Based on Names we need to get id
I have a form named as " contact" i have field " client name" if i gave client names as "Ashok Kumar" then client id must be as " AK-1", 2) Arjun Kumar - AK-2 if the first letters are same the number should be increased like ws-1,ws-2,ws-3
Structure for a business with clients enrolled in different courses
I run a business that offers group lessons for a coaching service with different set 'courses' Each course is a set product with a price, but I would like to have a seperate object for tracking the specific course including the duration. I managed to
Setting a Budget for Expenses
Greetings, I'm new to Zoho Books (2 days old). Sorry if this is a newbie question! Is there a way to set a budget for expenses? I'm finding lots of forum posts specifically about setting Project-related budgets, but I'm not finding ones about setting
No control or blank screen
Hi. If this is the wrong place for this please let me know so I can get to the right place. So me and my team were testing unattended access out and sometimes have a couple of issues One is not being able to control the remote computer, or more accurately
My "trigger" panel disappear from my workflow ...
Hello, I want to add a trigger to an email sequence, but the "trigger" panel has disappeared when I want to modify ...I used a predefined template to create this sequence, is that because of that? Thank you. I have attached a screenshot to you
Start an email sequence for a list
Hello, I am new to Zoho. And I wanted to create a first emailing sequence for a list of 500 subscribers. I created an "automation" from a template with a form input and a list input. I connected the correct list to automation. But I can't get my streak
Workdrive CRM Extension iFrame/Widget is completely unusable
Am I the only one who finds the Workdrive CRM extension to be completely unusable lately? The iFrame/Widget for the related list on any record or module loads endlessly and I cannot remember the last time it populated with the files or let me upload
Sales order Line Items on Inventory Dashboard
Hello, I'm new to using Zoho Inventory and would like to see more reports available. We are an at-home business and my husband needs to just see a list of all our orders with the line items (products) with due date. Is there anyway to put something
De nieuwe Zoho One is hier! Deel 2
Beste Community-leden In deel 1 heeft u kunnen lezen over de updates rondom onsamenhangende data-uitdagingen. Deel 2 gaan wij het hebben over welke oplossingen Zoho One biedt voor het verder dichten van de communicatiekloven tussen silo's. Org Dictionary:
Alternating the color of "batches" of HTML table rows
I'm posting to share the following code that Support gave to me that alternates the row colors of "batches" of rows. Use the following in an HTML snippet in a page. (Personally, I prefer to concatenate all of my HTML in an HTML variable then showing that,
What's new in Zoho Mail: October
Hello everyone! Zoho Mail received some interesting updates for the month of October and we have laid them out for you below. Give the features a spin and let us know your thoughts. If you've already tried them out share your experience. More freedom,
Add a record in another form and adding new fields
Hello, I would like to ask how to do so that when an order changes status, for example delivery, automatically add a record in another form with some of that data and adding one or two new fields for example, file upload. In the end what I want is that
A Complete Overview of Zoho Pagesense
Zoho PageSense is a conversion rate optimization and A/B testing platform utilized by businesses to boost their websites' conversion rates. This tool offers excellent visibility over what the visitors can see on a website. Furthermore, the tool helps
Workflow Rules Closing Date Tasks
Up to four years after closing date for our clients, we recognize the anniversary of the closing date with an email and phone call from our customer service staff. I am trying to automate these tasks in workflows by creating a rule based on date/time
Conditional answer option display
Some survey software allows you to specify that only specific answer options are displayed conditional on previous selections. Use case: "select which of these items you have bought before?" Then in the next question ask "which they bought most recently."
Workflow rules not sending out emails
I use workflow rules to send out emails to certain people when sales orders are created or changed to certain statuses. Last week this all stopped working, I've checked my settings and all seems to be set up correctly and nothing has changed on this end.
Extension Pointers #16: A way to sort through the stack and find a solution that works for you
Throughout the 'Extension Pointers' series, we've seen the features available in Zoho Developer platform that are helpful in building extensions for business needs. In this post, we've listed all of them for your quick reference. This will serve as a
Mail delivery to my mail id fails to deliver
Hello, When I try to send to mail to my newly setup mail id, It gets following error. DNS Error: 1713740 DNS type 'mx' lookup of n****vision.in responded with code NXDOMAIN Domain name not found: n*****vision.in
Custom Field
Hello! I'm looking for help creating a script for my business. Long story short, I have a good flow going but now need a custom script. Long story short, I'm trying to do: Contractor Submits Zoho Form Form has email and that email looks up the Vendor
Cant add a second domain
help
Connection - Invalid Operation Type - Scope does not exist.
We are trying to connect CRM with Books to replace Authtokens, but seem not able to connect as we get the above message after clicking proceed. Anyone else know how to fix this?
Zoho Inventory Community Digest October 2021 - a monthly rundown
Hello all! Another month and here we are with another edition of the Zoho Inventory Community Digest. We have product updates, spotlights, mobile app updates, and much more in our Community Digest for you this month. Let's see them all. 1. Spotlight
What's New in Zoho Subscriptions - October 2021
Hello everyone, We've revamped the Customer Portal experience for your customers. The portal now offers comprehensive subscription management, thereby putting more control in your customers' hands and saving you the time from making requested changes
Item field under stock account cannot be empty.
Hello, Please you please let me know why I get the following message when I try to convert a PO into a bill? Thanks Item field under stock account cannot be empty.
Zoho Desk latest Android app will now take you to the attachment section with a tap
Hello All, In the latest version of the Zoho Desk Android app(v2.4.25) when a user taps the attachment icon in a thread, it’ll scroll down directly to the attachment section of the thread. You can update the app either from the Play Store directly
Zoho CRM Bookings Integration Plugin
I have 2 workspaces and each workspace has 2 activities. When in the CRM and selecting the New Appointment link, Only one workspace with its activities are displayed to select from. The other workspace and 2 activities are not displayed. Is this by
Tip 38 - User Guide and Permission Helper
While navigating through Zoho Sprints, if you get stuck somewhere, you can immediately help yourself by clicking our in-app User Guides and Permission Helper. What do they do? Permission helper lets you know your profile permissions. Your admin may
How do I turn off automatic portal invitation?
I've searched through settings and help documentation without any luck. Currently if someone submits a ticket the system invites them to sign up for the "self-service portal". Where would I turn this off? Thank You
Text Field - custom validation - Regex for US phone number
I have fields were I need people to enter they're phone number but I want it have the standard 123-456-7890 and the signer can not put anything less or more then a 10 digit phone number. I tried using the numbers only validation but 1) it does not allow
I am unable to use my mail id on mobile devices
Hello, When I try to use my mail id on mobile app, I get the error as "Account not found". I even tried with Mobile number, but the issue still remains.
Auto delete Un-available time after the date.
We have just been through each of our unavailable times for each of our 9 resources and each one had 3-4 dates we had set as closed, so had to delete about 40 dates manually. Can I suggest that after the event has passed it is auto deleted? or at least
Feature Request: Easier options to send attachments from a module via Email
Hi, Right now, When you have attachments in a record, there is no easy way to send them via email. one would have to download them and then attach them to the email. I Can think of a few options on how to do it but your team will probably have better
Project folder permissions
Is it possible to create separate permission for the document folders within a project? One group of project members will have access to one folder and a second group will have access to another folder. I would like to know if this is possible and if so how can it be done?
Renaming / Editing links in "Attachments"
It would really make sense to be able to edit / rename a link after it was attached to a potential. Will be especially useful for G-Drive and Dropbox folders relevant to the potential. Listing the links as Notes or in an extra field is an inefficient
Is there a way to hide the Add New Product link on the line items in Quotes?
I'm working on customizing the quotes module and need a way to hide the New Product link below to anyone other than Admins. Our product catalog will very quickly get cluttered with all kinds of erroneous data if our sales staff can enter anything they
Track time against a monthly maintenance/service contract
I have a few clients that I charge monthly for services. The price is fixed. What I'd like to do is be able to track my time against the monthly to see how I'm doing for that month (year). Is this something that can be done? It doesn't appear that I can do it through "projects". Thanks! Sean Garland Garland Tech, Inc.
verifications of my zohomail address from accounts@firefox.com don't show up
Attempting to setup and firefox account, part of the process is them wanting me to verify the zohomail address I've given them. When they send the verification notice it never shows up at my zoho inbox. Firefox accounts suggest that I put their address
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