Does anyone know what widgets are for?
My question is because I made a widget for the workspace in which I work, I understand that it is not useful for public sharing as well as forms or reports, but I tried to use it for my clients within the application, unfortunately it no longer works
Auto Pull for Expense Reports
Hello, I have added the automation for our main approver to get the expenses pushed to here through the automation process. What I wanted to know is how that actually works. I have checked the box for there to be a report generated even if there are
Add field to Product Details in Sigma
For the Quote, Sales Order, and Invoice, there is a section called Product Details in the API. I have successfully added a custom field to main product, but I am struggling with how to add a custom field to the product details section, as it doesn't appear
Is Zoho Transmail a supported product?
My account has been pending review for over six weeks. Accordingly, transactional email has ceased and presented its own challenges and lost opportunities. This was implemented over others because it was included in Zoho One - but support has been non-existent.
Introducing Email Preferences: A global setup for role-based sharing preference
Hello everyone, We are glad to bring an important update in the way the Email Sharing is carried out in CRM. PS: We are rolling it in a phased manner and hope to release it for all our users within a months time. We all agree that emails are an integral
Free webinar: Introducing Qualified Electronic Signature (QES) in Zoho Sign
Thousands of businesses started using electronic signatures during the pandemic to keep their operations up and running. It let them sign, send, and manage documents remotely. Documents that are e-signed are considered legally valid across the globe for
Email Snooze and Reminders
To the business world, email communication is a major part of its daily hustle. There would be so many crucial email interactions and important email follow-ups that it's tough to keep track of all of them in one's mind or even in a notebook. Even with
Different access configuration within the same module
As far as I know, with a combination of roles, sharing with peers, and data sharing rules, you can configure a thing like this: In module A, users with the role 1 see only the records they own In module B, users with the role 1 see all the records owned
Birthday Report - is it possible to create it?
Hello, is it possible to create a birthday report showing which candidates celebrate their birhtday in a particular week/month? Thank you very much Miroslava
Show total of all discounts in quote
I am able to show a discount for each product in the quote but I would also like the total of all the discounts to be show at the bottom. I'd like to see Sub-Total of all products before discount Total of all discounts given Then grand total of sub-total
Zoho Assist Powershell API data gathering issues
I want to pull data via the API from ZohoAssist. I've created a client ID/secret at https://api-console.zoho.com/ I can't seem to get any details on how the operations should go for this. https://www.zoho.com/assist/api-integration.html#authentication
Introducing Certified Canvas Designers to help you implement Canvas for your business
Hello there! I hope you're all doing well. As you know, we released Canvas for Zoho CRM on Aug 10, 2021 for all paid editions of Zoho CRM (including Zoho CRM Plus and Zoho One). Today, we are happy to announce that we have a pool of Canvas designers
Sync services not working
Hello, So I have done quite a bit of research about this issue, and nothing seems to work or get me closer to my question getting answered. My problem is that when I click sync services, the URL changes, but it does not open and will keep me on the same
Holiday email tips: 5 deliverability questions to answer
Choosing the right email strategy during the holidays might often appear to be difficult. And after deciding the marketing strategies, the main aim of every email marketer is to deliver the messages to contacts. However, this sometimes becomes a tedious
connect user to big IMAP mailbox - zoho crm
Hi, we want to add a users IMAP-mailbox with a size of 50GB. Does it works or are there any issues that might occure. If i understand correctly IMAP-Mails are copied while synchronization and that would exeed the limit by 10GB, isn't it? Thank you in
New on Zoho Marketplace for Europe: Quarter 3 '21
Zoho Marketplace houses 1,000+ extensions to help improve and enhance the functionality of your Zoho products. In the third quarter of 2021, we released 60 new extensions for various Zoho products, including 33 extensions for Zoho CRM. Read on to learn
New Features rolled out on Oct 18, 2021
From now on, when you are importing data from another Zoho Analytics Workspace, the data types of the columns will be copied as is from the source table. For example, when you import currency data, it could be be identified as Number or Positive Number
Personnalisation du contenu dans zoho campaign
Nous préparons une campagne d'email dont les messages aux destinataires doivent être adaptés suivant : Le profil de leur poste (Finance, Informatique..) et de l'entreprise (PME−ETI)-(Construction..) L'état d'avancement de la relation avec le destinataire
How can I associate more than one department to a category in my KB after enabling the multi-branding?
Hi there, Before enabling the multi-branding I was able to add a new category in my KB and associate it to more than one department, which became impossible after creating a new help centre for one of my departments. I am trying to add a new category
"valid paid through account"
Hi, Per the screenshot I am required to enter a valid paid through account but I cannot see where to do this? Jon
Support breadcrumbs inside KB articles inside ASAP widget
As the title says, it would be nice to have breadcrumbs so user can navigate to the Home section. While the Back button also works quite well for this purpose, the breadcrumbs obviously adds another layer of information by explicitly showing the hierarchy
Working with a Retainer Invoice in a custom function
I cannot find any documentation on fetching fields from retainer invoices with deluge. I have the retainer ID, I just need to use that to fetch two fields from the retainer: date of creation and the paid amount remaining on the retainer.
Amplify customer engagement on your website with the Zobot!
Customer engagement plays a massive role in business outcomes - it works like magic when it comes to creating a better customer experience and higher retention. How great would it be if your chat bots could do this for you on your website - all without
When will the table view feature be released for the Accounts and the Contacts modules?
This is definitely a necessity when working within these modules for data manipulation purposes. We are modifying certain fields on the Account records and it becomes really hard to find your last edit after a while. Also looking for incorrect values on a bunch of records is impossible without a customized view (table view) on these modules.
Leads counting bug today ?
Hi, On the Leads, I don't get the correct numbers of records. I tried with another Browser it is the same bug. For example, I have 10 leads on the list, but when I refresh, it counts randomly 7 or 9 or 10... but the number of leads on the list are correct.
Zoho Truesync
Well I had the worst experiences with that software. This even shouldnt be considered as a "beta" software. It constantly syncs the files over over and over again even tough they were synced days before. SOmetimes ouf of nowhere it starts sycing but
Subdate Formula not working?
Hi all I have tried every possible way of getting this ti work in the formula field but it keep telling me I dont have enough arguments. I have opted to use a formula field in the form instead of a function as it is a very simple calculation Subdate (Newdate
Update a date field using another date field error message
We use contracts in our business and i am trying to work out how to update the start date of the ocntract vy using the end date of the contracft and substrcting the term in months from the end date. I have got that part to work fine, however I am having
Using Zoho CRM to display real-time data from native MySQL databases - is this a suitable use of the CRM?
We're trying to use Zoho CRM to avoid most of the working of setting up and hosting a log-in portal etc. But rather than referencing content stored within modules on Zoho CRM, we will only be displaying details found inside our MySQL DB. And then actions
Using Zoho Creator to display real-time data from native MySQL databases - is this a suitable use of the tool?
We're trying to use a tool that would help us avoid most of the working of setting up and hosting a log-in portal etc. But rather than referencing content stored within modules on Zoho Creator, we will only be displaying details found inside our MySQL
doing video interviews
HI, I use video interviews a lot. the notes feature does not let me type notes in as I go while I have the resume open in split screen. Have to either type notes into another doc and paste them in or I have to download and open the cv. could this be fixed.
Problemas al descargar PDF adjuntos + Problemas al tratar de descargar archivos adjuntos
Buen día Equipo de Soporte de Zoho Saludo cordial. Se ha presentado los siguientes problemas: a) Al tratar de descargar un archivo en PDf, la novedad es que baja el archivo pero no muestra contenido, no obstante, el contenido si se muestra en modo de
Quote Module, custom button for email, email not generating or being sent from Zoho.
Problem Custom Button: Deluge outbound email fails to generate or send from Quotes Module Environment: Zoho One, CRM, Writer, Work Drive, Outbound Email. Confirmed Good: Email Settings, Deluge Code. Testing Results: Button testing redirects output to
Outgoing mail filtering
It would be nice to see option to apply filter to outgoing emails. For my work it's must-have
Filter for outgoing emails
Any way to automatically attach a label to outgoing mail according to some condisions?
GDPR and automatic data deletion
For legal purposes (LGPD, GDPR), I would like to obtain the following information about SalesIQ: - How long is chat history stored? - Within SalesIQ, how do I manually delete a contact? Because the option for this exclusion does not appear to me. Th
Custom domain forms
Hello how do i delete a zoho forms custom donation domain?
Desk : Le cycle de vie d'un ticket - Introduction
Voici une nouvelle série en 3 chapitres, dans laquelle nous allons vous dévoiler comment Zoho gère l'intégralité de son service client sur Zoho Desk. Zoho compte plus de 60 millions d'utilisateurs à travers le monde et offre plus de 50 différentes solutions.
Failed to Post your Comment error
Hello Team, Some of the team that works on the replies from Zoho Desk are experiencing the following issue when trying to reply tickets: This is issue does not happens all the time but it is consistent, is there anything I can do on my end to solve the
MSP - how best to manage multiple customers
Hi Zoho, I'm currently evaluating Zoho Desk. I run an MSP which means I support multiple external companies. As such, I'd be using Zoho Desk to track tickets and tasks and the associated time spent. But ideally I want to group users and their tickets in to "customers" so that I can generate reports to show what work was done for a particular customer. I don't really see any obvious path to do this in Zoho Desk. There are 'Departments' - so I could create a Department for each customer. But this doesn't
Next Page