How to display a field from a parent module?
I need a little help. I want to display in my contact the account type field. How can I do that? With a formula field, I tried to do something like this: ${Account.Account Type} but it seems like you can't reference other modules. I would like to make the field available so I can see it in the Contact List and Contact View. Thanks
Create Customer Credit note
My role is Finance Manager, While creating customer credit note, rate column is not editable. My administrator which one to select to get access for this.
How to Connect Zoho CRM and Desk, and let the customer track ticket on website
Hi I would like to ask, can we make this scenario: a web form to let the customers request a service and connect this form to my website? then this form will be converted to a ticket in Zoho CRM and Desk as lead, then as an employee, I can track tickets
Widget works in sandbox but not in Production
Hi, Today we push a new widget to production. We have a button to access it and work well in sandbox. But in production we don't know why it doesn't show at all. We click on the button and nothing happens. We resend the file but nothing change. It seems
Reporting - Word of the Day #09
Reporting helps you monitor the performance of your training materials and articles in your hub. You can get actionable insights from the reports generated in Zoho Learn and make informed decisions to improve results. Zoho Learn's knowledge analytics
Set status of parent ticket
Hi, We are testing the Parent Child Ticketing Extension (https://help.zoho.com/portal/en/kb/desk/for-administrators/integrations-and-add-ons/articles/parent-child-ticketing-extension-for-zoho-desk). When we complete a certain transition in a child ticket,
Ticket History Tab Suggestions
The ticket history has some great filter by functionality. I really enjoy the feature Show only my activities. I was brainstorming a few features that would be great additions to this section of the ticket. - A toggle that allows you to Show only activities
Error while processing the request! Problem in connecting to the mail server with Ionos Mail
Hello. I want to add a response email with my SMTP. This is an email that I use at Ionos. However when I configure everything well, I get this error message: Error while processing the request! Problem in connecting to the mail server After several searches
Character Limit on CheckBox
What is the Character Limit on the Checkbox field in Zoho Desk and can I modify that? It seems ridiculously too small as of right now. I want to have a checkbox that says "I acknowledge that I am responsible for paying a $95 Trade Call Service Fee that serves as a deductible and an administration fee for this Service Request Ticket." BUT when I create a checkbox field in my ticket form and try to paste it, it cuts me off at LIKE A THIRD of my sentence "I acknowledge that I am responsible for paying
How to export a template to another zoho account?
Hi, I need to move a template from an account to another, but i couldn't find a way to export in into a .zip file like the one zoho needs to import an HTML file when you create a new campaign. how do i export it? or can i move it from an account to the other in another way? thanks a lot Angelica
DKIM and DMARC Advanced configuration
Hello I want to do 2 things which according to the documentation are possible but I cannot find how - I want to set a selector for an specific email alias in one of my accounts, [documentation](https://www.zoho.com/mail/help/adminconsole/dkim-configuration.html#alink4)
Impossible to change any expenses when tax report is done
Often, I'd like to change the account in a transaction.. I don't want to change de transaction... just the account and it's impossible to do in ZBooks... this is quite annoying as a bookeeper... in quickbooks we're able to modify everything and i do manual
Outlook Sync between 2 Machines for one email id.
I have my one email address example@mydomain.com, I am using this email on my desktop in outlook(POP/SMTP). now I want to add this same email address on my laptop outlook(POP/SMTP) as well as I have to travel frequently. how can I set up my outlook in
How Trigger Workflow w/ Field Updates from CSV Upload?
We've setup a workflow that triggers When: On a record action > Edit > Specific field(s) get modified. Then we're importing CSVs to update a couple fiends on a bunch of records where the triggering field would be modified, but it's not triggering the
i can't receive mail in my zoho mail
Message not delivered Your message couldn't be delivered to admin@vectornetwork.info because the remote server is misconfigured. See technical details below for more information. The response from the remote server was: 554 5.7.1 <admin@vectornetwork.info>:
My Email chris@url.cafe is blocked from Sending Outgoing Emails
Hi Folks, I recently sent emails while keeping ~5 to ~7 in Bcc and after this, my outgoing is blocked for reason unknown. The content of the email is not spammy. Can you guys please tell me why this happened and fix this?
Zoho Analytics Data column and formula issue.
Hii Team, I have created a formula column and used it in data and add the aggregation function also but when I am going to add the formula some columns are missing. I have attached the screenshot I just need to total the row in my report but it's not
Add prefix/sufix & custom text to Report Quick View custom layouts
In Report > Quick views, we can create custom layouts, which is absolutely great. This allow for nice customization. But we can't add any dummy/custom text. Meaning we can't add a "#" or "$" or "Quantity:" text any where in the layout. It really is a
Landing Page or Full Website, which is better for closing sales
When we are thinking about channeling visitors' interest towards closing early. Do I build a landing page, funnels, or website?
How to use credit card collected on renewal for future scheduled payments of subscription.
In our business, the first payment that a customer makes will very often be via a check. We offer a service for a year for that payment. After one year, we want the customer to be able to renew their subscription with us from the portal, but in renewing
Email address not functioning
Why is my email displayed as number secondly, i cant receive email email via my organization email support (at) brightsel (dot) com
Top 10 websites using zoho zobot
i just saw the new Zobot Video on YouTube and was asking if the community can show the 10 best webpages using Zoho Zobot.
Creating a new related record for a Lead using blueprint.
I have created a custom module to track blueprint transitions by our sales associates. I have a custom action on the After tab of the transition that creates the history record, but I cannot get it assigned to the lead record. How do I obtain the current
POP UP REMINDER
is there anyone who can help me in creating a pop up reminder when someone edit or create a new item.
Can access email via browser but outlook suddenly cannot connect to Pop3 server
Hi Zoho community, My colleague can access email via browser but outlook suddently cannot connect to POP3 server and therefore cannot receive email via outlook. The login credentials and settings remain unchanged. Hope you can help. Thank you, Ben L
MULTIPLE UNIT OF MEASUREMENT
Is there a way that in one item we can add more unit of measurement that will calculate the rates automatically. Example: Item abc = UOM is piece and the price is 100 and its 3 meter per piece . If we select Meter as UOM it will calculate the rate to
Voiding an unshipped invoice should permit voiding the associated sales order, but does not appear to in Inventory
Hello. It appears that Zoho Inventory won't permit voiding a sales order, even after voiding the associated invoice, stating that the sales order can't be voided once it's been invoiced. Interesting it appears that Books does permit the sales order to
Images not displaying in email
We currently send newsletters through our website. We use our Zoho email to send us the Template.. in the template the images are there but in the actual email i send to myself half the images are missing I have numerous emails to test on and yahoo and
Projects - Cannot Access a Project's Dashboard, Task Details, Gnatt Chart, ETC
When I select a project I created or someone shared with me, I get several Errors. The Dashboard doesn't load. Individual tasks say they're removed or deleted, when they're not. Gantt, Documents, Timesheet, Issues, and Forums gives this error: Ouch !
App Spotlight: JustCall Phone System for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. JustCall Phone System for Zoho CRM Make and receive phone calls directly from your CRM dashboard with just a click. Get the extension Business
Creating a Formula field that displays different images
I'm trying to create a formula field on the Account level that will show different images that we have uploaded into our Documents depending on the account Type. For example, if the Type is "Active" then it will show image1, if "In-Active" it will show
Survey Questions Alignment?
Hi, Currently the features allows to add the questions and below the answer, but we required left hand side question and right hand side people to submit the answer. Please let me know this is possible on Survey.
Keyboard Accessibility in Zoho Forms
Good morning, I have encountered a keyboard trap when trying to navigate 'next' or 'save and resume' on Zoho forms. Has anyone else had this problem and does anyone have any ideas on how to rectify?
execute zoho page sense custom tracking event from zapier
I have a tracking pixel and a custom event fire. I cannot seem to get it to work in zapier javascript code. The pixek needs to load, (i dont know if i should use the syncronous or asyncronous version) then the 2 lines of custom event code need to run.
Hide/Show Claim Reimbursement Field
Hi, I need the ability to show/hide the Claim Reimbursement field in the Expense module. This way I can set the default setting for 'claim reimbursement' and hide the file when a user is recording an expense. I've seen the new option for Page Layout and
Attachments
I can not upload attachments
Personnalize "Digitalsace Customer Self Service Portal Invitation"
Hi, Does anyone kno whow to personnalize the welcome mail on Portal ? Many thanks, Emmanuel
a user can open up to 20 sections in zoho, in teaminbox is this limited?
We know that a zoho one user (zohomail) would count as a user in teaminbox but he can open up to 20 sections in zoho, in teaminbox is this limited?
Please remove the inventory quantity range check when saving an product
Hello It's not uncommon for me to delay creating a PO or delay receiving against a PO until a later date when I have time to do data entry. I'll then simply backdate the PO or the receiving doc, but still make the product available for sale on my site allow for negative quantities in inventory. While this isn't ideal, it is what it is and it works for me. That's all well and good until I need to make a change to one of the products... perhaps something as simple as changing the order of the photos.
Alt Text on an image
I'm adding my logo as an image into my signature line (using "upload from my computer") and See that it takes a brief moment to load on the recipients mail Possibly no image visible if on Outlook (for example) the user doesn't have "download images" I
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