Disable time slot for fellow users upon booking
Greetings fellow Zoho Users, I am wondering whether anyone knows if it is possible to simultaneously block a specific time slot for multiple users upon booking. We have a new employee who still is in the process of learning the ropes. If a booking is
Setting up Todays date in a template in ZOHO CRM
I'd like to have at the beginning of my templates to show todays date. Trying to either setup a field in leads module to accomplish this via mail merge or unless there's an easier way.. I have a formula field setup containing Now() but it doesn't pull
Registration form : how to prevent gmail/hotmail to register ?
Hello I would like to prevent personal emails (gmail, hotmail, yahoo, etc) from registering to a Zoho Campaigns Form. Is it possible in the Form options ? or maybe in a workflow? Thanks Alex
Google maps in creator
Is there a way of embedding a google map inside creator with it being able to search near by locations once an address is entered? I have some contractors that do some servicing for me and I would like to be able to locate the closest one once I enter
Ability to add multiple users to a task at the same time
Hello, It would be nice if there was the ability to add multiple owners at one time to a task. How it is currently setup, when you click to add a user as an owner to a task you must select a user and then click on the owner field again to select a different
Sales Item cannot be a component in Inventory Assembly.
Can someone tell me what means? I'm trying to create a composite product with products A and products B. A and B don't have inventory enable.
Call Standalone Function in Sandbox via REST API
Hi, I'm unable to call custom standalone functions in Sandbox. I receive an OAUTH_SCOPE_MISMATCH error every time. I've tried all the scopes I know of, but no luck. Is there a complete list of scopes I can view? Are there any Sandbox specific scopes that
Deals related to Vendors?
We have a lookup field in "Deals" that is part of a Sub-Form. We basically link a couple of vendors to each "deal". We don't always link contacts from that vendor. However, we can't go to the vendor and see which deals have been linked to the vendors
Can't login in Zoho CRM Outlook Plugin
I'm using Outlook 2010 32 bit, and in the last 2 days i haven't been able to login in the outlook plugin with my Zoho CRM Credentials. I haven't changed my password and was working before. Only recently changes in my system were 1 - installing a service pack for office 2010 and 2-installing windows 8.1 preview. Any help would be appreciated.
Improving Card Scanner results
Hello. We have tried the Card Scanner Android app but the results have not been very positive. It works fine with very simple cards (black on white), but fails quite a lot if the card doesn't have a very simple design. Besides that, the app struggles
Trouble with Custom Signature in a Template
I have a custom signature that I created for everyone in my company. When sending a quote through CRM, I have a custom template that pulls info from the account so we don't have to recreate the wheel every time we quote someone. When I don't use template
Branch Accounting - Zoho Books
Bank payment posting from one branch to another branch in case of non-customer and non-vendor cases, eg payment of expenses posted to General Ledger, payment of liabilities eg tax etc are posted to GL and Bank with same branch what we selected instead
How do I make a year on year report that shows each month as two different bars
I'm trying to make a year on year comparison for data booked in our app. Is this possible in creator? This chart shows the values in the same bar
SMTP from Gmail stopped working
Hi, today when I started sending emails via Gmail, it sopped working. Gmail returned me an email saying I no longer have access to my email. But Zoho webmail works, POP3 works, when I tried to update my credentials on Gmail, they they were checked and
SLA On hold (Manually)
Hi Zoho Desk Team, Is it possible to put the ticket SLA on hold manually? Say for example Agent 1 wants to on hold the SLA regardless of the ticket status. Hoping for your response. Best Regards, George Jr.
Suspending the SLA timer depending on Status
When we define a ticket Status, we need to be able to mark if the SLA timer stops or not. For example, if we are working a ticket and are waiting on a response from the requester for more details, the timer needs to be stopped. Is there some way withing
Customer Happiness Random
Hi Zoho Desk Team, Is it possible to have the Customer Happiness Rating randomised? By this, we want the system to randomly select a rating and not by the requestor. Best Regards, George Jr.
Ticket assignment notification?
Hi, Is there a way to automate a notification to a contact when a ticket has been assigned to an agent? I can see that there is the field under agent notifications but not under contact? We would like the keep the receiving new ticket notification but
Invite External People to Event in Zoho Desk
Hello, Can I add external people to an event I create in activities in the Zoho Desk? I can see that I have the option to add Contact Name under my event but when I create my event the Contact Name I enter (that has an email connected to him) doesn't
Usability: "Add another line" Hotkey & Sale Line/Entry Customization
Hello, I'm not sure if hotkeys was on the to-do list, or implemented based on one of my suggestions, however the new hotkey feature is a great addition! However, since the "enter" key submits forms in Zoho, there is no easy key to "Add another line" in
Mark Invoice Paid using Zoho API
Hello, I'm looking at the API's available and can't seem to find how to mark the Invoice paid using API :https://www.zoho.com/invoice/api/v3/invoices/ Is there a method I can use to perform this function? Thanks, Harsimrat
Can you upgrade
If I go on a $0 plan because I am just a start up business and in 12 months start making more than $50,000.00 AUD per year can I upgrade to a paid plan in the future and not lose any data while upgrading plan.
Can I replicate this look in a layout or canvas?
If possible, it would be nice to be able to just customize the "List" layout to look like this. Is there some code I can put to do what I would like to do here? Or do I have to use a Canvas to achieve this? For example, I would like to look at my field
Item group and attribut
I am new to Zoho inventory. I imported my inventory and I want to create groups using the attributs. Is there a simple way to add attributs to item groups without having to do it manually (add SKU, price, etc. manually for each item of each group)? Thank you for your help...
How to link Contact information (main contact) to the Account module
Hello, My company uses one field to flag a contact as a main contact, usually for price communication. I want to check if some accounts are missing a contact with ''main contact'' ticked. This would mean that we do not select them during corporate messages
Push Data to Zoho CRM as lead and/or contact
My campaign is going to both leads and contacts. There seems to be ONLY a global setting to send data back to CRM as either leads OR contacts. Is this true?
Join us for a live session on the all new Codeless bots - the fastest way to build chatbots!
Hello everyone! We hope all is well with you. I'm sure a lot of you have a lot of questions with respect to chatbot building, the most popular ones being 'What if I'm a non-techie?', 'What if I don't love writing code but I still want a chatbot for my
ZOHO One & Mail
Hi, What version of Mail is included with ZOHO One? I had presumed it would be the highest/premium version, but I only seem to have the free version? Can anyone help?
Deluge script to flag duplicates
Hi, I can't enable email as a unique field since there is a use case where there can be two leads for the same person e.g. buying two different services that require different workflows to happen at different times. But we get a lot of repeat inquiries
Will Zoho books ever have payroll?
I see posts from 3 years ago and Zoho Books still doesn't have payroll, this is its biggest con in comparison to our other accounting software options. We use Reports and the CRM, we would like to integrate everything with Zoho and this is holding us back!
Unable to receive emails from Instagram
Hi, It's been a while am Unable to receive emails from the Instagram account, tried whitelisting my domain name, email address and all possible solutions but none of the emails on Zoho is able to receive emails from Instagram. This is not the first time
Undelivered Mail Returned to Sender
We are setup as an organization on Zoho mail for more than a week, however the issue persist. Our senders keep getting similar error messages while reaching out to us. Please help, its urgent. This is the mail system at host us2.outbound.mailhostbox.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below. For further assistance, please send mail to postmaster. If you do so, please include this problem report. You can delete
Unnable send mails
Good day , Hope here i cand find a solution for my problem , I have my DNS hosted on Cloudflare . I've configured mx record, dkim, cname , dmark and i have 553 error invalid domain. Moreover , there is some problem with MX record, i've done them several
Reason:553 Relaying disallowed. Invalid Domain - xxxxx@swttanners.co.ug
Hello, Our domain "swttanners.co.ug" was expired. After renewing we cant sent mail but can receive only. If we try to send mail getting error "Reason:553 Relaying disallowed. Invalid Domain". Please help. Thanks & Regards, Saquib Munir.
Urgent Help Needed
Hi - I keep getting Error 553 Relaying Disallowed.. My domain name is fine and has just been renewed. Yet I am getting this error. Please help, I need to send emails urgently. My domain is vanillamoonphotography.com and my email is info@
Creating a Dialog box with two fields to fill once the Stage of the deal is changed to certain values.
Hi there Zoho community, Appreciate your help. Let me present my problem at this point. We want to enable a dialog box whenever the stage within the Deals module is changed to Closed Lost (which has 3 variations). In that case, we would like to create
When will the Auto Tags feature be implemented?
You did add the "Auto Tagging" feature to Desk when Zia was announced but since then we are still waiting to see the effects of this feature. Could you please share an estimated date for it to be implemented into Zia.
Pipelines and Stages
Hey, am having issues with adding a new stage whenever I want to add a new stage and i click save I get this error plz help
Mass Moving Deals
Is it possible to mass move deals from one pipeline to another, rather than move one by one? Thank you
Creating Quotes for Leads
Hi all, I'm using CRM and Books, with CRM acting a both a CRM and a booking system. Creator is involved as a calendar for the booking system. Our qualification process invovles giving a list of items which together is a servies we offer. Giving the a
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