How to redirect to a site after booking is complete
Either embedet or using own domain with Bookings, how can I redirect the customer after compleating the boooking to one of my site pages (load a different page then the booking one) Thanks
How do I import data into Zoho Campaigns from Google Sheets (using Pabbly Connect)?
Hello, I'm one step away from registering for Zoho Campaigns. I've just one question. All my email subscriber database exists in Google Sheets, and the future sign ups will also get updated on Google Sheets. How do I import this data from Google Sheets
add Zoho interview from Calendly using zapier
Hi, The part that extracts an event from Calendly works fine, but I'm getting an error in a "Create/Update Record in Zoho Recruit" zapier action, despite filling in the required fields. The error is "The app returned Error with no further details." Any
How do you add a Task so it shows on other member(s) calendar
How do you add a Task so it appears on other member(s) calendars.
How to track Samples, Catalogs, Direct Mail and other things sent via Postal (Snail) Mail or UPS/FedEx?
Hello Everyone! As a company making industrial products, sending samples is an important part of our business. We often engage in sending catalogs, samples, and other direct mail campaigns via USPS (aka snail mail or postal mail) or via UPS/FedEx/DHL (etc.). What is the best way to track these items in Zoho CRM? A customer could potentially be the recipient of multiple direct mailings - so a single checkbox will not work. We would like to automate some follow-up... so I would like to trigger an
A visible "non-printing" character is inserted when you add a variable to an email's subject line
When you add a variable to an email's subject line, ZMA adds a space in front of it. This 'space' is meant to be invisible but, in some email clients, a strange symbol can be seen. If you take a look at screen-1555, you can see the "Dept 1" subject line
Payment Integration Expansion
Are there any plans to expand the current payment method integration with forms? Specifically, utilizing Stripe API to save card info or access digital wallets like apple pay, google pay, etc.?
Another import is in progess in UploadTool. No other imports.
Suddenly started getting an error message when running UploadTool: Another import is in progess in this table started by the user 'yourstruly' at '24 Sep 2014 04:33:23(GMT)'. Please try again after some time or contact the Reporting Database ("mydb") Administrator. There are no other imports in progress. Uploading multiple tables. The failure is NOT on the first one. The setup was working fine for quite some time. No changes were made. - Best Regards
Objection to Zoho advertising banners on user dashboards without option to remove
I have just had a chat with Zoho Inventory support regarding this issue, asking how I can remove a banner that has appeared on ALL our user dashboards advertising an upcoming Zoho webinar, and not for the first time, have been told there is no option
Importing data to a subform
I have spreadsheets with data for a master form and a subform. Records in both spreadsheets have the ClientID. Is there a way to import the data and specify that the ClientID is the key field? So when I edit the master record it shows only the subform records that share the same ClientID? Herb Wexler
Show / Hide Fields in Subform
How do I Show / Hide Fields in a subform row based upon the selection of another field within that row?
How to assign leads to another user?
Hi we are a small team of 2. I created leads lists that the other user can now see (we made our records public to all users to achieve this) But I have leads in my dashboard I wish to allocate to the other user but cannot see how to or find any help
Get option list using the API
Hi, My team wants to display in the frontend the list of possible options for a specific field in Zoho. Unfortunately I don't see a way with the API to get this list. In the edit fields function you can access this list using the edit properties over
Minimum fields/components in a subscription form
Hi, I am setting up a subscription form for Zoho campaigns. I want only the subscriber's email address and want to minimize gathering additional information to simplify privacy justification. The form would be embedded in my website, just email and the
Please alpha-sort lists in all places in Zoho
Hi Zoho, I love you. You love me. I'm begging you to please alpha-sort the many lists that Zoho uses to communicate with us. Here is one example of a list I needed to navigate this morning. By the time I found what I was looking for I forgot what I was
Why have a status page if you don't use it?
What a joke... Jun 22, 2021 No incidents have been reported.
Cannot connect to MX servers
Hey everyone. I'm currently experiencing a problem when connecting to Zoho's MX servers. I have a EC2 instance on Amazon where I'm hosting a couple of Wordpress websites for my company. I have a contact form in them that automatically sends email to my
i cannot see the candidates letters to me in Logs
Hallo Zoho Support Team, I have no idea whyi don't see answered letters to me in Logs. Can you please help me? Thank you
Recommended Broswer for Zoho Docs
All my Zoho apps work great except for Docs. It simply runs slow buggy compared to all other Zoho apps. This is regardless of using Windows 7 or Ubuntu 12.04. I have tried Chrome, Firefox, IE 9 on Windows and Opera. is there a recommended browser OS combination for Docs? Also, I have not been able to get offline mode to work, all I get is a blank page that has the loading message.
Email Backup
Hi, Regarding your Mail Lite plan. My understanding is there are no regular backups done by Zoho that will enable mailboxes to be restored in case of some disaster. eg: I'm unable to have my mailbox restored from yesterday, last week or last month. Please
Reply tracking issues in workflow
Hello, I have created a custom workflow to send out emails to people who have entered a list. I've also assigned actions based on activity including "replies". I've set mails to track email. When my emails go out, I noticed it shows the sender email and
Lost access to shared folders through IMAP
Most users here prefer using a standard IMAP client, Thunderbird, for checking their email. One user has been shared a couple of email folders with write access and delegation. This morning when he opened Thunderbird the shared folders were not visible.
different stages per Modules i.e. deals
Hello, I created different stages in different project/deal (standard Module) layouts. But unfortunately the stages changed within all project/deal layouts. Is it only possible to have the same stages within all project/deal layouts or what am I doing
Is there a way to create a form on a squarespace website and have the info go to zoho form then to zoho crm?
I have a squarespace website and i want to create a webform, so when its complete the data will be put in as a lead on my zoho crm? What is the best technique to do this?
Cut -> Paste values and formats in single Spreadsheet
Hello, I am stuck with CUT-PASTE with the following behaviour of spreadsheet: 'Sheet-1'.A:A has [conditional formatting] and [data validation] and 'Sheet-2'.A:A has the same configured rules for [conditional formatting] and [data validation]. When I cut
Sending mass email - how to include the other CRM user?
Hi We have 2 users in the CRM. Emails are now integrated so both users can see who's sent what to who which is great. However, when 1 user selects multiple contacts and sends a mass email, theres no option to also include the other CRM user as either
Unexpected colour change of graphs
It might seem a small issue, but not knowing when your developers are going to change colours and not giving us the control over small but important details is a massive headache. We've gotten used to associating the colour in that specific chart with
What happened to the Upcoming Event Embed Option
With the release of the new Zoho Calendar the embed options seem to have changed. I was using the Upcoming Event View and it would show the upcoming events. Now it only shows upcoming events for Today, and Tomorow. Also the Month calendar only show
Fetching Data from a Subform that fulfils specific criteria in Zoho Creator
Dear Everyone, I have a subform (Reminder Details) within a form (Reminders) in which I am storing two columns, Serial Numbers and Dates. Now, I want to fetch data from that subform which I will be using in a deluge script. I want the dates to be extracted
Time recording - multi-users per task
We are setting up Zoho Projects and will have tasks that multuple users will need to record time against. Is it possible to have different users recording time against the same task? If so how, and if not, how do you get round this? Thanks.
Custom Function to evaluate if Email Address in Zoho CRM is Blocked
We currently use Zoho Flow to Send Mail Merges from Zoho CRM. However we sometimes run into issues where when we try to send the mail merge, that step errors out because the email in Zoho CRM was blocked. I'm wondering if there is a custom function I
Can I show a list of leads associated with an account?
I work with hospitals and with these hospitals I was able to import an extensive list of hospitals as accounts into my CRM. Each day I am receiving leads and my sales team uses the accounts as a hub for their activities. Can I show the lead(s) that are
Task / Milestone status like GTD
in my company, often there are tasks or milestones that are waiting for a customer response (usually some kind of approval) before we can proceed. Previously we used a GTD (Getting Things Done) style of "Waiting for" context for the task in question.
When scheduling a meeting, no ICS file is being sent
In Projects, when setting up a meeting with the ZOHO Meeting extension, the participants are receiving only a meeting link with no ICS file. Seems to me this should be included by default. What are the issues here?
Key Value drop down
Would it be possible to add the ability to have key/value pairs in a dropdown so that we can show a user friendly item and a system id from an api lookup.
UI / UX Enhancement: Bottom Margins
I'm running into an issue that's not huge, but annoying. When page content goes all the way to the bottom of the screen, there's not enough margin at the bottom to allow one to scroll down so that work can be done in the middle of the screen. You're forced
Auto populate to subform by row
Hi Good day I have a Loan Product form in Zoho Creator And it contains more than 10 decision fields. And it's associated with Deals in CRM. Now I want to get the field names of the selected fields. And populated into the subform of the associated deal
Rotating text
It would be very useful to be able to use text vertically and not just horizontally.
Version history now shows old comments!
Hello everyone! Like a lot of you wanted, scrolling through previous versions in document history will also now show your old comments contextually. You can go back and view what your collaborators thought about your previous drafts, or revert the document
Pack débutant : vos premiers pas sur Zoho Bigin
Dans cet article nous verrons comment paramétrer votre CRM Bigin en 4 étapes : renseigner vos informations, gérer vos utilisateurs ainsi que leurs rôles et profils. Renseigner les informations de votre organisation Vous venez de vous inscrire à Zoho Bigin,
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