Link to Attachment or Uploads
Hi, It would be great if we could link to attachments or have a file library. We often have documents that link to PDFs or other downloads and it would be excellent if we could link directly to them in the Zoho Learn article instead of having to attache
Extract email address from JSON payload string possible?
Hi Support, Current Functionality I have a flow that receives information via a JSON webhook POST and then updates/creates records using this information in Zoho CRM. What I Want An example of the JSON payload data which is received looks like the below
How do I deal with Payment Gateway transaction fees?
I don't see any way to show a full transaction amount minus the bank transaction fees. I use Venmo, Square, PayPal, and Stripe to accept money. All 4 gateways take a transaction fee. I need to figure out how to import the entire amount I received from
Zoho creator authorzation
Hello, I had created app with zoho creator, and trying to fetch zoho books record from it, but it gives me, response = zoho.books.getRecords("Items","****"); info response; {"code":14,"message":"Invalid value passed for authtoken."} Am not getting any
Tip of the week 86 - Five aspects that make a good email template
In the quest of fetching maximum engagement you might invest all your effort on designing the perfect template. Yes, we know that and so we are here to help you by telling those five things to check and then begin your design work. Mobile responsiveness-
Inventory Template Builder How to Adjust Table "Cellpadding" ??
Is there a way to adjust the table cellpadding in the new Inventory Template builder when using a product table or "few" table? I am trying to use the builder, instead of digging through the brutal HTML code, but need a bit of padding around the table text/cells. See attachment. Appreciate any help. Thanks.
Can you stop Zoho CRM exporting silly characters?
Hi all, When trying to export to CSV, Zoho CRM annoying tries (badly) to include the currency symbol. Is there any way to stop this? If not. Zoho - PLEASE just export the values! Thanks.
Zoho Mail Desktop App (Windows) - Blank Screen
When I am writing an email the screen will go blank, either black or white. I have to resize the window and move it around a little before it comes back, but then after a couple of seconds will go blank again. Really frustrating! Is anyone else experiencing the same issue and is there anything that can be done about it?
Why is my invoice Address formatting messed up?
I tried adding some additional information to the address bar in Setting>Preferences>General, Organization Address Format. I clicked on the 'Insert Placeholders' dropdown, and added the extra information needed. Whever I did it messed up the formatting
Opening balance and other basic use questions. I'm a beginner who could use some help!
I'm keen to get my small business accounting in order through using Zoho books. It looks like it offers many powerful features. I watched many of the starter tutorials, and much of it made sense. But also, there is a fairly substantial level of assumed
【Amazonギフト券最大1,500円分をプレゼント】Zoho CRM 満足度調査アンケートご協力のお願い
CRM ユーザーの皆さま いつもオンラインフォーラムをご利用いただき、ありがとうございます。 Zoho マーケティング部より、ユーザーの皆さまにご協力をお願いしたいアンケートがございまして、投稿します。 差し支えなければぜひ、ご協力いただけると幸いです！ ーーーーーーーーーーーーーーーーーーーーーーーーーーーー 「アイミツSaaS」へのZoho CRM レビューのお願い 当社ではご利用ユーザー様によりご満足いただけるように日々サービス改善に努めております。 今後の活動や活用状況の参考にさせていただくために、
Candidates on Muliple Searches
Hi, I hope the situation is improving in India and the team are returning to health, we have been thinking about you all. So we have an query. I have customised the hiring pipeline process, it is working really well until you have a candidate who is assigned
How to add the stages to a blueprint and update for existing records ? #21
Hello everyone ! An optimal sales process helps improve the efficiency of your sales team. Won't it be great if your CRM system let's you tailor the sales process the way you want it? Blueprint in Zoho CRM helps you do just that. By setting stages and trigger workflows, Blueprint ensures your sales team follows a set process without deviating from the specifics. Let's assume you've set the required stages and triggers, and fine-tuned your sales process with Blueprint. Your team has been following
Why are there some deposit transactions I cannot delete?
I connected my bank account and it imported some of the transactions from the last few months. I cannot delete two of these transactions, and can only exclude them. How come? I imported another seperate bank account and could delete all the transactions
Community Digest - June 2021
Announcements Introducing multi-organisation support with single sign-on in Zoho CRM Find similar records during conversion using unique fields in Contacts and Accounts Zoho Marketplace houses more than 500 Zoho CRM plug-and-play extensions. Here is a
current time
zoho.currenttime is returning a time 7 hours earlier than my local time. (I am in South Africa - GMT + 2 hours) This was not the case a few days ago when I got the right time. This is despite me setting my locale to the correct time. You need to fix this please, or provide some stability if you are thinking that this is a useful function! avma
Not send survey to 1 closed ticket.
Normally a customer satisfaction survey is sent to closed tickets are 48 hours. But for 1 particular ticket I'd like NOT to send it. How can we do that? At the moment I've set the ticket to OPEN to keep it live, but how can I close it and yet NOT send
ahmed said
I'm using Outlook 16.24 for windows 10. I was working for a year and is now asking for the password. I typed in my password multiple to times and it says that it can't connect email or password incorrect. All the settings are what the tutorial says to
Help with automatic Country-State selection form
I'm trying to create a form where I can select the State based on the Country field. In other words, if the Country field is "United States" I need the State field to show only the States that belong to the United States. If the Country is Canada, it should show only Canadian States and so on. Can anyone help with a Script for such form? Thanks, Ed Silva. edsilva7
Use of Unique function in Data Validation for Zoho Sheets
Hi There, Can I use the Unique function to a data validation so that the dropdown only populates the attributes of a column. Or do that with a cell reference. In Microsoft excel, this can be done by adding a # so that the cell reference picks up all the
Won't Print - Server Error
In typical Zoho fashion, something doesn't work and an ultra-vague, totally unhelpful error appears. This time, I'm trying to print my spreadsheet. Okay, I did try again. Still doesn't work. Now what? I'm extremely frustrated with this program. I made
Email not receiving
Hello, My email has worked flawlessly for years. Suddenly it will not receive email. It does appear to send though. On WEB and Android phone both have the same problem. Using Godaddy for my domain management. Any ideas what's going on? Thanks Bill
Zoho Writer template to build a FAQ page
Greetings! I hope find you all good and safe! I would like to finda a Zoho Writer template to build a FAQ page. Can anyone help? Any idea? Thanks in advance, ViSFe.
Not receiving emails
Hello, I am able to send emails from my zoho account and also from Gmail, but I do not receive any emails, neither on zoho nor on gmail. Could you please help with this? Thank you, Fernando
I AM LOCKED OUT OF MY BUSINESS. WHY ARE YOU GUYS IGNORING ME?
WHY ARE YOU GUYS IGNORMING ME???? I AM LOCKED OUT OF MY BUSINESS RIGHT NOW BECAUSE I LOST ALL MY MFA CODES AND I WANT MY PASSWORDS RESET. PLEASE HELP I'M LOCKED OUT OF MY DAMN BUSINESS. I WROTE THE FOLLOING EMAIL TO BARATH: Good day Barath, All my emails
User Questions
First, I don't see how to remove users. Have several staff that are no longer with us and would like them removed from the user list. and, I need to add users that are not within our organization, mainly for when a form is fully approved and need it to
Threshold Scope and Reference Axis not available to amend
Hi All I have a report built where the Y Axis is made using a simple formula to return a % result. I want to add a target, static line in to the Y axis using threshold. However, when I do this I cannot select Scope of Axis to apply to. If i add 0.45
Error in Connecting with data source
I have a connection error with sql server data source. How can i connect with sql server data source please give some instruction to connect. It will showing an error message like connection problem with host name. Thanking you in advance.
Attend a meetup in a different zug group
Hello Im at Montreal and i suscribed to the montreal zug but im interested to attend a virtual event in Dallas (CRM uses case) Im not able to register is there a reason ?
Approvers Signature
I am needing the option to be able to capture the approvers signature within the Zoho Forms approval levels process, is this possible? regards, -tim
Missing information when Zoho CRM & Campaigns are synced
I set up an "immediate sync" option between Zoho CRM and Campaign applications and mapped two more fields, besides the pre-mapped fields (i.e, last name and email). But the sync is not retrieving the data for the custom fields from CRM. I even clicked
Repeated crashing of desktop app
I recently started using zoho desktop app in my new lap.At first it works good, now it started crashing after a while.The app get closed itself after 5 minutes while using.Tried reinstalling but not fixed.Any solutions pls?
Tip of the week #6: Scheduling meetings and events across time zones made easy.
Zoho Calendar gives you options to get notified and change your time zone when you are in a different geo-location. You can also use a Secondary time zone when you regularly work with a team that is seated in a different time zone. Apart from these, you
Tip #13: ¿Cómo elaborar una asunto de correo electrónico eficaz?
Tips and Tricks #13 para Zoho Campaigns, adaptado de Vinaya M Viajemos a la época en la que la venta a domicilio era más frecuente, donde las ventas comenzaban con una llamada a la puerta. Cada vendedor tenía su forma de presentar su producto o servicio.
How can I merge two tables into one formula?
Hello dear Zoho community, I would like to create a graph for my dashboard, where the Total Direct Costs / Client can be seen according to the respective month. However, this is currently causing problems as this data comes from two different tables.
Adding unique codes to a mass mail
We are about to send out a survey request to our leads and contacts. Each lead/contact will be required to use a unique code to access the survey. In the introductory email what would be the most effective way of including the unique id into the individual
Emphasize concepts effectively on a slide using audio and video clips in Zoho Show
Hi All! Delivering a presentation on a complex subject while keeping the audience interested can be challenging. Here's where media files are handy. You can add them to slides to help break up monotony in the slide deck. This also gives your voice a
Questions about syncing with Zoho CRM.
I have a question about synchronizing with Zoho CRM. I changed the name of a single selection item in Zoho CRM and then synchronized, but some of the changes in the above items are not reflected in Zoho Analytics. After changing the items of Zoho CRM,
Zoho Page - Show Calculated Percentage
On a Zoho Creator Page / Dashboard I'd like to show a Percentage Value. The value needs to be a calculated percentage from two different Tables (Income and Expenses) The basic formula looks like this: (Sum of All Expenses / Sum of All Income) = Expense
Lookup previous records stored in same field
Hello, I want to put a dropdown where user can choose to type new record or choose to select from the previously recorded entries in the same field. When I put a lookup it asks me to choose the form and field to look for but doesn't has any option to
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