Can I get the top search bar back?
Our Zoho was force upgraded to Zoho 5 which removed the search bar from the top of the screen and it's now a pop-out from the right of the screen. Not only that, when searching multiple fields we now have to "x" each parameter to start a clean search
Can't add another account to OneAuth
Hi, I'm trying to add another Zoho account to my OneAuth app, but I can't see the settings button in the app's GUI. The app GUI seemed to be chopped. See attached screenshot. I'm using Android 8.0.0, 5.5 inch screen, 1440*720 resolution. OneAuth app Screenshot
Auto BCC through Outlook
Is it possible to auto bcc all emails sent/received through outlook?
Difficulty accessing multiple email accounts
I have 23 email accounts all accessed in the one Zoho account and have been using this system for about 10 years. Five or Six of the email accounts are shown on the bottom left hand corner of my screen (at the bottom of the column where in folders - InBox,
Survey integrated with CRM doesn't add new responses, only updates
Our food company sends samples to customer to taste. I created a "Samples" module in CRM to keep track of these samples, linked to Deals and Accounts. We also created an e-mail template to send from this Samples module, with an inserted Survey link.
Date Format
We are in the US and need to have the YEAR to show on all module profiles when using the date field/format for all modules. As of know it is only showing us the month and day.
Zoho Assist not working on Firefox or Chrome
After I sign in to Zoho, they send me a code to my phone number. Then I enter this code and I have to sign in again. Right after that all I get is a white empty page. I tried both Firefox and Chrome. I am in Spain and using Mac (Big Sur 11.5.2). Thank
Dynamic Ticket Forms
Is it possible to create dynamic ticket forms? The ticket form would have a dropdown that has the following choices: Shipping Questions, Returns, Sales Questions. If a customer selects Shipping Questions the ticket form would have a field that says
User nickname?
Hello, When I'm using Zoho Creator apps, is seems I have a username "Zoho_lien", while my username should be Joshi Boomputte as it is in the CRM. How can I modify this please ? Thanks
email not sending
Hi I am sending an email but its not being received? I've tested it a few times but its not going? I have sent other emails and they have gone but this one particular email isnt being received? tehre are 3 images but they arent large and ive reduced their sizes individually too? any ideas?
Multiple Contacts for a Deal in Bigin
Does anyone know if it is possible to have more than one contact listed on a deal in Bigin. We typically have 2 or 3 people we are dealing with and it is important to have them notated for the team. I would like it to be listed just like it is on a
Zoho CRM: Reports Export
How can I export a report to CSV or Excel format, that includes all of the rows in the report and not just the subset of rows that show in the interface? Moderation Update: Our data exports from Zoho CRM underwent a massive upgrade increasing the export
Export Record Limits
How can I get around only being able to export 2000 records and import 1500 records at a time? Moderation Update: Please find below the revised limits for the Reports export. https://help.zoho.com/portal/en/kb/crm/analytics-and-dashboards/reports/cr
WooCommerce to Zoho Books says "Statement of Accounts does not exist."
I have created a flow that is triggered by a completed WooCommerce order. It creates a closed/won deal, updates a date field in the customer account and is supposed to create an invoice in Zoho Books. The first two work, but the last part returns an error
New Type of Field for Task Layouts - Relational Fields
It would be super helpful to be able to create relational fields on task layouts. When added to the layout, you would pick the Zoho product/area for the field. When in use, you would be able to search and select a single item from that other Zoho product,
Data not found Social message
Hi, I am having trouble in Social integration/brand with twitter direct message. I messaged the twitter page with another dummy account but the conversation doesnt seem to show in the desk social data I am trying to convert a direct message into a ticket
PageSense - Engage - Polls
I like the polls in PageSense and the analysis dashboard. Would you mind adding the date and time In the "Responses" table and in the exported csv file? The only way now to find the responses from a particular date or period is to use the date filter
Is there a way to import timesheets into Zoho books?
I was previously using a different timesheet application, and I don't want to manually enter all my past time to get Zoho books all caught up. Can't I import an excel spreadsheet of my old timesheets?
Date field in forms and allowed days
Hi, I'd like to know if is there any option to select as days allowed, one concrete day of month, in my case, the day allowed would be always the 1st day of month, but i don´t see this option, it only has the option to select one day of the week. Could
Assist unattended computer passwords
I have added computers and segmented them to a specifically named department as well as technicians to the created Department. My question is how do I control and allow technicians only into specific computers and not all computers. Is there a way to set up passwords for computers added for unattended assist or only allow them into a specific Department? Thank you Jerry
MANDATORY_NOT_FOUND
Hi, Here's the API https://www.zohoapis.com/crm/v2/functions/upsertlead/actions/execute?auth_type=apikey&zapikey=SOME API Can someone help me with this? Here's my error. { "code": "success", "details": { "output": "{\"code\":\"MANDATORY_NOT_FOUND\",\"details\":{\"api_name\":\"Last_Name\"},\"message\":\"required
after Connecting and service mode kicks in - Grey screen loading - but still connected
HI , I have been remoting into a client machine with no issue till this morning. once I elevated to service mode, it keep loading a grey screen for 2-4 mins before occasionally dropping the connection then reconnect again with the grey screen of loading..
Zoho just completely priced us out of Zoho Social
As if the pricing wasn't aggressive enough, Additional brand now increased to $200 per year. Zoho just doubled down on their outrageous pricing to add a "brand" (ie. if you want to post to more than one IG account you need to purchase an additional brand).
How to group Leads and Deals (from Zoho CRM) by week of the year in Summary Views?
How do I make the below two Summary Views? Grouped by week of the year. Leads and Deals. Columns = # of Leads created # of Leads converted # of Deals won # of Leads lost The same as above BUT they are related e.g. # of Leads created, of those Leads how
Running sum column with reversed order (showing most recent date first)
I have a pivot table showing revenue grouped by month in each row (among other things). I've added an aggregate running total as a column which adds up the revenue for each month and shows the running sum. However when I change the order of the date column
Suggestion: ask for confirmation before navigating away from workflow edit
Hi, I was halfway through a fairly complex workflow rule when I accidentally pressed backspace. It took me back to the setup page and I lost all my work:( Would be great if it could pop up a "Are you sure you want to leave this page? All unsaved work
Outlook Add In - Re-associate an email
Hi If I associate an email with a Lead (for example) and then delete that email from the Lead within the CRM the Outlook Add In then refuses to let me re-associate the email with either the same or another record. Is there a way "un-associate" the email
Help Center Portal - Access logs
Hi Zoho Desk Support, Is there log history of who accessed the help center portal? i.e who logged in
Canvas View for Zoho Recruit
Hi, We urgently need Canvas view for Zoho recruit. Could someone let me me know the go live date for this?
Como puedo desactivar el chatbot en dispositivos moviles
Como puedo desactivar el chatbot en dispositivos mobiles
Best way to implement multi-level SLAs
Hi, I find the blueprint feature very useful, and it is great to be able to apply state-level SLAs. However, in a multi-level SLAs, what is the best approach to best track them? Say I have an SLA on a state, but that SLA is different depending on the
Multi-Layout (Beta) release
Creating a layout for customer support teams that share several processes under one common department is a challenge. First thing that comes into the agent's mind is the number of fields that are irrelevant to ones process. This challenge also extends
Lookup field script help: if, contains, count, &&
Can anyone see what I am doing wrong here? I am very new to this and can't work out why this won't work. I am trying to say if the field "All_Competition_Teams" (multi-select lookup field) has more than one team selected which has "Cheer Sport" as the
Showtime & Meeting: functions, use, limitations, users experiences
Hello there, I am about to start teaching a year long online course. In order to promote the course I'd like to do promotional webinars. Once the course has begun I'd like to do Q&A's every week, a few days each time after I have published the lessons.
Close a day off for any more bookings and for all resources, especially if some bookings are already in the diary?
We have a situation that has occurred a couple of times lately. Due to various reasons we have wanted to close a day off from further resource bookings eg want/need to close early. eg. We have no bookings in the PM, but we do not enough staff for pm
Buttons within Custom Printable Report Template Window Are Missing Functionality
Hello, I was testing the Printable Report Template as I was hoping to incorporate it into a project. The UI blocks appears not to be draggable, and the other buttons including the close modal button appear to do nothing. I am assuming it's a potential
Set value of Link Name of URL field
Hi all, We have 2 fields. One is title 'Video Link' and the other is titled 'Image Link'. Both are URL fields. We paste a unique dropbox link into the https:// section for both fields, however, we need to set the 'Link Name' that then appears to a number
Export as ZOHO and import as ZOHO?
When I first started with Zoho, I would make a new application for each form. I did not realize you could make multiple forms in 1 application. I have thousands of records in each form now - and formatting I've done over the years. Is it possible to export
Is it possible to setup a Gmail Gsuite/Workspace account to show in Zoho Mail?
Hi all, I have a Gsuite/workspace email account - trying to bring it into the Zoho Mail client so I can work just from within Zoho suite - but I am having issues setting up - it keeps saying "Outgoing Authentication failed" or "Authentication failed"
Is it possible to prevent a Potential from moving to next stage until a checkbox is checked?
For instance...we have a Terms and Conditions document that we require all new clients to sign. Right now we have to remember to send the document via Zoho Sign, and remember that it has been signed before we close out the Potential. Super ideally we
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