Contact Module Custom Columns?
Is it possible to add custom columns to the contacts module in the overview screen? I have some custom fields assigned, but they are not showing up in the manage columns screen? Any ideas?
Access Integration Form in deluge
I've added an integration form to our creator app. Is there any way to access this form through deluge rather than using the api?
Auto-Empty Trash Settings
Is it possible to configure the auto empty trash settings? As I understand it, it is default to 30 days but is it possible to customise this to another time period?
Field Updates for a field that the user does not have permission to update
We have an environment where we have locked out the user ability to update the ownership of record. We put a blueprint in place that part of the process the record ownership transitions from a business development to account management and so the transition
CRM - Deluge - For each record
Hey am not sure how I would write this script below: This is for Schedule Function. API names Module: Leads Field: Sched For each record that Sched == “AA” && zoho.currentdate == 10/10/2021 THEN Update Sched == “ ”(empty) For each record that Sched
How can I copy the Billing address from Account to Contact?
Is there a way to copy automatically the address from an account to a new contact of that specific account? Or do I have to re-type every time the address into the new account? thanks for your help
How to generate Queue system in CRM.?
Hello Every one.. I want to generate queue system in CRM, once the customer get the email notification of the total price after that there will be number generate which indicate on which which counter you have to go and submit the price ( like in bank
Zoho Finance Limitations 2.0 #13: You can't search the list of Customer Addresses... you have to scroll through the whole list (all 200 of them)
We have accounts with multiple addresses. Many of them have 40 - 60 addresses while some have close to 200 addresses. In books - Just click change address and search... easy - In CRM Finance you have to scroll through the huge list and to find the address.
Zoho Sites Member Portal and Zoho Subscription
We publish data standards (schemas, code lists, data dictionary, etc) and make them available to member companies online on our website. We use Zoho Subscription to manage the membership and Zoho Sites Member Portal to manage access control to the standards
ROUNDING UP THE TOTAL to the nearest rupee in GST INVOICE
Hi, I would like to know if its possible to round off just the final total after all taxes to the nearest higher rupee in the invoice?
#8 Zoho Books Digest
Hello Readers, Hope you all are keeping well. We are back with the 8th edition of Zoho Books Digest. Here's what we have in store for our community this month: Upcoming Webinars E-invoicing in Saudi Arabia: How can Zoho Books help? E-invoicing is coming
[Webinar] Growing an Agile Project Portfolio with Advanced Analytics
Hi there, Agile project management has paved the way for businesses to adapt to changing requirements. As organizations scale, rising interdependencies and complexities in projects can slow down growth. With advanced analytics, businesses can improve
How to Customize CRM to have People (Non-Leads being Pursued on Multichannel), Leads (People w/ a Need or Interest), and Clients? C
I am building out the CRM for a small retail leasing company in NYC and anyone who owns a building or a business with retail space is my market. Half of our sales tasks are spent turning them into leads. If successful they sign an exclusive and become
White Label Zoho CRM
Hi, Is it possible that I can white label the Zoho CRMs like I have custom URLs and all? Regards, Sanjay
Fill values from account when selected
Is there any way to fill values into a new item (Quote, Deal, Sales_Order, etc.) when the Account is changed. I've tried using workflow rules, but they don't seem to be working the way I'd expect. And I can't find any sort of equivalent of the creator
The forwarded and replied email indicator is now supported in the latest version of Zoho Mail iOS app.
Hello All, Emails that are forwarded and replied to, will have an indicator in the emails list view. This is supported in the latest version (v2.6.19) of the app. Please refer the screenshot below: You can update the app to the latest version
Full text in quick view on mobile template.
Full text can be displayed in the mobile quick view template? I would like it not to be necessary to access the detail view to display all the text. The mobile template always cuts long texts. If it is not possible I would like to suggest it as an option
Cant access my business email Teechng.com
I have not been able to access my email for several weeks, in addition i found that a device (laptop) was logged into my account in Iwo , Osun state which is almost 500km from my location . attempts to resolve this issue with your support department has
Zoho Desk Android app supports file encryption within the app
Hello Everyone, In the latest version of the Android Desk app (v2.4.24) the files that are cached in the Zoho Desk app's private space will be encrypted. This is supported from Android OS version 6.0 and above. You can update the app either from the
Telephony Integration In Bigin Mobile App
Telephony integration in the Bigin web portal is great. To bad it is not present in the mobile app. Is this in the works?
Create deal via API
Hello! I try create deal via API. I recive access_token and put it in this code: public function insert(){ $access_token = '1000.917e9c46e56677a285f4ac1b3f6d4298.ce3f663d3546f947b02583149a941b55'; $post_data = [ 'data'
GA UTM parameters for Zoho email Campaigns
Hello, How can we change UTM parameters for Zoho email Campaigns? For example, we have 2 same campaigns but with different lists of recipients and would like to compare results in GA after launching these campaigns. In this case, we need different
Integrating Zoho Solutions (Knowledgebase)in Wordpress site
Hi, I'm wondering if there is an easy way to integrate the Zoho Solutions (Knowledgebase) into an external website, like Wordpress? I would like my clients to be able to access the knowledgebase from our main site. Thanks!
Deleting members from Zoho Connect
Hello, How do I fully delete disabled members from our network? We all find it very frustrating to have to sift through dozens of names of former employees when we want to tag someone who actually does work for us, or add people to a new group. I emailed
Revert Zoho One Back
I was invited to try the new Zoho One Interface... which I hate, and I would like to go back. How do I turn this off and go back?
Missing Email Template
Hello, I have modified the Email templates within Zoho Sign to match our corporate colours. After a user completes a document and signs, they get an option to email the signed document to themselves. An email is sent with the heading "Document copy".
Meetup Snippets 03 - 'Using multiple Apps in Zoho One' by Tiffany & Mike
This is #MeetupSnippets - a segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The third snippet in this series is from Austin ZUG April 2021 meetup, features Tiffany Stillwell, Austin ZUG Leader, and Mike Heaviland, walking
How do you segment a list for use with a Marketing Hub Journey?
Is it possible to use a list segment to create separate customer groups and assign different segments to different journeys? I have an all contacts list which I'd like to segment into different customer specialty groups. I'd like to send each customer group on a different journey, but I don't want to have to create a different list for each group. For example, in my list, I have customer occupation: Doctor, Lawyer, Nurse, etc. I'd like to segment the list by occupation and send Doctors on Journey
Trying to create a custom function that creates a sales order in zoho books after its created and approved in zoho crm
tried to use the code below to create sales order in zoho books after its created and approved in zoho crm but am getting the error //error Failed to save the function Not able to find 'getRecordsByID' function Line Number: 3 salesorderID =salesorder.get("salesorder_id");
Inventory Serial Numbers - Only want on Packages, not on Bills
We have thousands upon thousands of devices that we receive from our supplier. When we receive an order to our warehouse with thousands upon thousands of devices, we do not want to spend hours upon hours manually scanning those serial numbers into Zoho
"List Description comes here" in footer of live-tests?
We've just noticed a new line appearing in the footer of our live-tests (but not in a final e-mail we distributed): "List Description comes here" This is during tests sent from Zoho with no mailing lists selected at that point, and it appears to be new ... we've never seen it before? Fortunately we did a real send of a test campaign and the line had disappeared from the footer, but I'd still like to know what it is and why it appeared out of nowhere?
【10/27〜10/29】Zoho CRM 管理者向けトレーニングのご案内
Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの Zoho CRM オンライントレーニングのご案内です。 ＞詳細・お申し込みはこちら：https://www.zoho.com/jp/crm/crmtraining/ 初期設定を一緒に行うハンズオンをはじめ、 レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。 コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください！
Task Kanban - How to Unhide Section
Under personal task, I was able to create a category and then hide the section. I don't see, however, how to unhide the section.
How to Pull Data from Zoho CRM to Auto-Fill ZC Fields & Update New Information Back to Zoho CRM
If you want your Zoho Creator application to pull data for a record from Zoho CRM, and auto populate the fields in your Zoho Creator App - then, upon submission, also update the new information back to Zoho CRM - here's a little tutorial for you. Here's how to do it: Step 1: Create a CRM Lookup Field for the record you want to pull info of lets say it's a LEAD and the ZC field name is Lead_Name. Step 2: Lets say you want to fetch "First Name, Last Name & Email" for this lead. Then create 3 fields
Email retorando
boa tarde meus email estão retornando e os mx estão ok em meu servidor.
Automate adding to Zoho Recruit
Hi all, I see the CV parser for recruit but is it also possible to parse content of mails? We have candidates sending their info as text in a mail (through a wordpress form).
New Course in Learn
I cloned a course in Learn to create a new course and the image on the tile defaulted. How do I change the image in the tile to something relevent?
Contacts, clients and location
Hello, If I have a candidate I want to market then I need to know where each relevant contact is so I can call or email them. It seems that to do that each contact can only be searched on Job Title and mailing or billing city. What I find odd is that
Email follow up reminders
Good morning, I wonder why there is no way of setting a reminder to follow up from the email sending page? It seems odd that it is not possible to set up a task from there. Could this be incorporated please?
Logged in user view
Hello, We made a custom app (Days Off) in Zoho Creator. The Admin (who is also the sales manager) will create reports every month for every user (e.g. pierre_beerproject) by selecting a users name in each report. The purpose is that each user will have
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