Update fields based on fields in other modules
I am trying to figure out how to have fields update based on a field input from another module. One example is I have a field in my deals called "Job Number" that auto-generates when a job is created. I want that input/number to show up in a field on
Zoho Desk Custom Reports | COLUMNS TO TOTAL
Hi Team! Can I add custom columns from here?: COLUMNS TO TOTAL tab. If yes, how can I add custom columns here? I want to get the sum and average via Reports of my custom fields. Looking forward to your response. Thank you. Best regards, Lizz
5 Ways Zoho CRM Increases Customer Retention
Do you know how does a business acquire revenue and grow further? It can only be possible either by getting new customers or by retaining its existing customers. Pareto’s 80-20 principle is applicable in every business, and according to it, 20% of existing
How Can I Create Subscription Form using Zoho Form?
I wanted to create a Subscription form for my site Wireless Reviewz using the name and e-mail address fields. I wanted to see the subscriber's names and e-mails when they subscribe. Can I create a subscription form using Zoho Form? Help me regarding
Script Troubleshooting help
I have form called “Add a Student” with a multiselect field called “Enrolled Classes”. I have another form called “Classes” with a field called "Max number of students” and a field called "Number of Students Enrolled” which counts how many students are
I having Issue with "MX verification failure"
My domain "hps-trade.co.th" has expired and i renewed recently. I have already added the domain verification record along with the MX record. "MX verification failure" even though the records are set correctly. I am having Issue with "hps-trade.co.th"
Insert Into
Hi, Im currently running a function that creates a record, im using 'Insert into' to achieve this. I have a workflow attached to the record im creating that is triggered from succesful form submission. However this isnt running, is it because 'Insert
Candidate status - editing built in statuses
how can I customize the candidate statuses (referenced to job opening). The default list can not be edited.
How do I hide either the comments or the display of the amount of comments on my Blog?
Right now, I am starting a blog on Zoho sites. I would like to hide the amount of comments that I have received. One way that I thought would be to disable comments altogether, but that does not seem to be an option on Zoho sites. How would I go about hiding the number of comments I have received?
Unable to send message: Reason:550 5.4.6 Unusual sending activity detected
Today one of our accounts had a problem in one of our email sending systems, which ended up sending several repeated emails (we've already stopped sending through this system, until we fixed it). I tried to unblock the account via the following link:
Video tip # 03: Import, edit, and export PowerPoint files using Show
Hello everyone, We're back with another video tip to help you get even more out of Zoho Show. In case you missed our previous post in this series, you can find it here. Zoho Show allows you to seamlessly import PowerPoint presentations and continue
How can I create a 'contact' adress
As mentionned in the title, I would like to create a 'contact@mydomain.com' adress. I run the free version with my custom domain name. I want to put this adress on my website so people can contact me, but not on my main adress. How can I do this? Do I
How many notes?
Is there a way to find the total number of notes I have in all of my notebooks together? I know I can go into each notebook and it tells me how many notes are in each notebook (I have a lot of notebooks) but I just exported from Evernote and don't know
In Views, add column for "last communication"
There is a column available in all views for "Customer Responded Time" but there is no column for "Agent Responded Time" nor is there a combination of these two, which would be something like "Last Message" - being, the last message either sent or received.
How to put Provision for salary, telephone bills, electricity bills, Insurance etc in year end
Hi, Our company is in Oman, Here year ending month is December. I want to know how to put my december month salary, telephone, electricity, insurance in December month as provision. Usually we pay all this in upcoming month, but my auditor told me to
Add New Option To Rules In Zoho Form
Hello, Please add new options: FILLED, BLANK to the Rules in Zoho Form in addition to current, which IS, IS NOT, STARTS WITH, ENDS WITH. It's critically important options! AN EXAMPLE: Need to create Rule that allows to SHOW / HIDE lower field if upper filed is FILLED or BLANK. How to do this, in case all existant options ruled only by logics IS, IS NOT, STARTS WITH, ENDS WITH are not relevant? Please ADD THIS OPTIONS INTO Soho Form. Thank you.
I changed MX record to point to Zoho as per instruction, but still mails are bouncing back
Hi, I have pointed my MX server to zoho as per instruction (screenshot attached). But still I am getting bounced back emails with following error: Delivery to the following recipient failed permanently: sandeepnv@snne.in Technical details of permanent failure: Google tried to deliver your message, but it was rejected by the server for the recipient domain snne.in by snne.in . [208.91.199.122]. The error that the other server returned was: 550 No Such User Here When I am coming to check control
Widget
Hi, I would like to add a section in the Accounts tab that will show an iframe of a widget we already have. We just need to pass to the iframe source the account name as a parameter. I couldn't find any information on how to do this. Is this possible?
CANVAS - Champs permission - problème ?
Bonjour Je créé un champs avec comme permission uniquement Administrateur informatique. Seul lui est cencé voir le champs. Malheureusement, avec CANVAS, cette "permission" n'est pas dupliquée. Ainsi, tous mes users peuvent voir ce champs :-( Une mauvaise
Need pass ZAPIKEY in headers not in Params
Hi All, I have created deluge function getRecordById and function is responding according to my requirement. I have to execute this function with the third-party and got the endpoint for executing this function but my concern is ZAPIKEY passed as params
Quality review for Tickets in Zoho Desk
Creating a Quality review process in Zoho Desk for a department where generally a selected person would review random tickets of a specific agent according to selected criteria. For a better performance and customer service.
Asterisk Integration
I'm currently in a test period and would like to see, if we can integrate our Asterisk server. First, it says, that it only works with Zoho CRM. Second, I get an error message: Asterisk1.4 PhoneBridge Ihre Anfrage konnte nicht verarbeitet werden. Klicken
Cannot get automated scheduled call to map account details
Hi all I have creayed a custom funciton that will schedule a call for 3 days in advance if the call sint answered, it works perfectly, howver i am unable to get the accoutn details to pull through, please can you adviise where i am going wrong here, I
Admin panel not verifying my MX records even though it detects them.
Hi, a few days ago, my domain was blocked by WHOIS due to failure to verify my contact info details. Once I got that sorted, I realized that my SMTP emails weren't being sent with the error 'relaying disallowed'. After opening the admin panel, I realized
Timer Options for Billable and Non-Billable
I noticed that Zoho Project’s timer feature has an awesome feature that we need in Desk. When you run the timer on a task and hit stop, a pop-up window asks you to select billable or non-billable. It also allows you to add notes for the time entry.
Non zoho desk user send notification
Hi Zoho Team, Is there another way to send email notification to a non zoho desk user other than workflow?
Can a Live chat and Contact Form be integrated on our own website, including contact Button on any page
Hello, 1. I wanted to know whether below options from Zoho Desk can be integrated on our own website- a. Live Chat b. Contact Form page (customized) c. Contact Us Button (or simlar one), on any page of the website including Product page. clicking on Contact
URL to form redirecting to app on mobile
I have an app which has a few forms publicly accessible by guests to our organization; they are provided a link to a form-perma in their email. When most try to open the link on an iOS mobile device, the device first asks them to download the app - if they choose Continue to mobile site , it routes them to a login screen instead of the public form. Is there a way around this, or just a quirk of the iOS browsers?
Active Speaker view (without myself)
Dear Zoho Meeting team, thank you for recently adding the additional view modes in ZMeeting (active speaker, gallery, ...). Now what really puzzles me is that "active speaker" modes shows myself when I start to speak in a 1:1 meeting. Can you please add
Say NO to Duplicate Leads and Contacts
Two Methods! It is important for a company to make sure that the CRM account is free from duplicates records. Basically, there are two methods to keep a check on duplicate CRM data: One is to prevent creating duplicate records The other is to clean your existing data of all the duplicates. For all those who are aware of the Zoho CRM features that help you eliminate duplicates from the existing records, I shall move on to the new feature that we released recently to take care of the former method.
Group Invitation Expiration
It appears that Group invitations expire after a certain period of time. But I haven't yet been able to discover within the Creator documentation what that period of time is. Does anyone know?
Stop 14 Day Trial
Hello I'm currently in the process of evaluating Zoho Books, but I only want to evaluate the free version. How can I cancel the trial and downgrade to the free version BEFORE the 14 days trial expires? This seems to be misleading and deceptive, considering
Multi-language support
Hello. My main website is in Spanish and English, though when sending my Spanish speaker clients to the Help Center, they only see it in English because that is the default language I set it to. Is there a way to have multi-language support in the Help
How do I filter accounts in a report that do not have a potential in a certain pipeline?
I want to filter accounts in a report that do not have a potential in a certain pipeline associated with them. How can I do this?
Attendance Report for LMS
we like to see attendance for the trainer. Unable to see it. Kindly guide how to see it.
Zoho domain validator
Can somebody share zoho domain validator?
Zoho CRM and Docusign
Has anyone been able to push information from Zoho CRM and pre populate Docusign form bundles? For example, the Contact Name in Zoho CRM would automatically map over to a Contact Name field on a Docusign form?
My landing payment button doesn't work
Hi there. After setting up the landing page in Zoho Backstage, I see that the payment button is not working. Clicking it says "The sale has not started yet", and I have already set the "sales start date" by enabling the "Now" tab. Shipping link: https://grupohumano.zohobackstage.com/SeguridadSocialSistemadePensiones
9/17(金) Meetupのスライドと集合写真の共有(Zoho Connect/Zoho CRMユーザー事例)
先週の金曜日、ユーザー交流会を開催しました。ユーザー様によるZoho CRM、Zoho Connect の活用事例をはじめ、相談会やグループディスカッションなどを行いましたが、いかがでしたか？ 登壇いただいた島田様、飯島様、相談会の講師でご協力いただいた岡安様、 ご参加いただいた皆さま、改めてありがとうございました！ 以下発表スライドを共有いたします。 ◎「効率的に複数拠点と連携する Zoho Connect 活用事例」 （一般社団法人ワーキングバリアフリー 代表理事 島田博之 様） ◎「Zoho
Workdrive, Zoho One, and External Uses
As I understand, WorkDrive that comes with Zoho One does not (yet) include the ability to set up client users. Is there an ETA on when this will be available, and what the cost for a client license will be?
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