Listing all the events in the calender
I would like to list all the events stored in calendar through out the year.
invoice number auto increment
Hi, I have 2 customers and I have created some invoices for them in the past. Currently the invoice number autoincrements by 1 regardless of which customer I am invoicing. So each customer ends up with invoice numbers that increments by 2, not 1. How
Can I clear the chat history for a meeting?
I intend on using a static meeting ID for a series of recurring webinars. Is there anyway I can clear out the chat history so that my new audience cannot see the chat history from the previous webinar?
Macro or Function: Update a field and PAUSE for 30 seconds between records?
I want to update a value in ALL of my open "Leads" with the push of a button and I need it to pause 30 seconds in between updating each record. It doesn't matter which field is updated i just need it to update each record so that a workflow will be
Invoice type reordering inventory
Can I use this app to keep track of my inventory of my product so I can reorder when item gets low,?
Setting up and Cold Calling Leads with more than 2 phone numbers?
We are cold calling people. When a lead comes in it has a list of 1-12 possible phone numbers that might work for that lead. Our leads utilize the built-in "Mobile" and "Phone" fields along with 10 custom phone number fields. We have to manually dial
Hard time understanding the ronud-off feature on Zoho Invoice
I have the round-off set up with "round up to multiple of 15 minutes". One of my tasks needed 2 hours and 9 minutes. My expectation is to round it up to 2 hours and 15 minutes, and invoice it accordingly. In the project overview page, this task is registered
Pages don't appear when I want to connect it
Hello, I have been using zoho social agency plus subscription trial for couple of days and the problem is that, some pages that I want to connect with aren't visible, even through I have full access on that pages from my business manager (Access as an
Allow Unique ID in Description field for Stripe payments
I find it surprising I cannot select Unique ID as a field in Description for Stripe payments (don't know about others, I just use Stripe). Please allow this field to be selected - would make it much easier to reference a specific payment against the Zoho
Help! We have abandoned an old Instagram account and...
We want to abandon an old Instagram account and link Social to a new one. Even after disconnecting, I cannot see how to connect to a new account! It keeps reconnecting me to the old one! Guidance would be appreciated please. Thanks
Phonebridge transfer call to colleague
Hi Zoho, The phonebridge connector works wonderfully within Zoho CRM. There is only one reason why I can't use it in our company. And that beacuse it isn't possible to transfer a call to another person within our company. This is a basic feature with
Zoho CRM printing date in wrong format when passing data from WordPress Gravity Form
Hi there, I currently have a WordPress Gravity Form with the Zoho CRM add-on enabled. I have a hidden field on the Gravity Form set to print the {dd/mm/yy} date format at the time of the form submission. I have mapped this form entry to create a lead profile and print this data in Zoho CRM. The integration is working fine, however, the date is registered in the {mm/dd/yy} format inside Zoho CRM, even though the Gravity Form is registering the form submission in the {dd/mm/yy} format. I've checked
Call Transfer Solution
Hi everyone! Given it doesn't look like Zoho will be including "call transfer" in their phonebridge system any time soon, I was wondering if anyone has had any success finding a work around to this issue?
Create content using HTML instead of the editor?
Hello, I have tried to use the editor to create my mailing campaign but it creates some very unnecessary HTML and it also lacks some options... I'm trying to add a shadow to a text element. I use the edit code button to add the correct style to it but it then gets changed! The code i'm adding is style="box-shadow:black 10px 0 0 0;" and it gets squashed to style="box-shadow:black10px000;" so it does not work. Hence why my question, is there a way to control exactly how we want the HTML? Or styles,
Email address in Email Template
Hi, I have set up an email campaign template which contains a header consisting of our business name, phone number and email address. I have been repeatedly trying to get the email address text to set as white but every time I do a test email it is blue. I have tried setting the text both with and without a link but it is appearing blue on the test email every time even though the text is white on the template.... Is there a way I can get text that is an email address to set and appear as a specific
Newsletter Templates
Hello I am trying to design a newsletter template that has a smaller left side column in comparison to the right side. I was wondering if anyone had some tips for this because I noticed by using the Zoho templates there is not much customization. The two columns have to match side by side and they cannot stagger, which makes the newsletter look a little out of place. So I was wondering if anyone had suggestions on how to design a good newsletter through Zoho. Thank you.
How do I filter my contacts on a given campaign based on IP address?
In other words, I would like to do analysis of my mailing list based on country/IP address. I would like to create segments or a new mailing but only to folks in Denmark or with an IP address associated with that country. How do I do this? The country is not found in the associated data in the CRM.
Customize Campaign Reports
I need to add "bounce reason" to my campaign reports. How do I do this? Many thanks.
Assign Project Owners through API.
Hi, We have integrated our backend database to Zoho Projects. Hence any project created in our database will also be created in Zoho Projects. Everything works fine, but my only concern is that I'm not able change the owner of the project. By default it takes the admin as the project owner. Is there a way where we can assign the project owner dynamically during the API Sync. Regards, Christ
Can I get the current logged in Zoho User Details?
Hi, I am developing a C#.Net Sales Board and need to know the salesperson currently logged in when they view the board site to retrieve their ID, team, and other custom fields from their CRM user module. I have successfully setup my .Net app to connect
Syncing contacts from Zoho Analytics
Is it possible to sync contacts from a Summary Report from Zoho Analytics, rather than from an actual table? I have a table that only has IDs that pull users from a different, joined table, and these are the ones I'd like to push into Zoho Campaigns. So basically, I can't sync the first table as it has no details (names, emails), and I can't sync the second table as it has too many contacts. Hope I'm making sense.
Tip of the week #5: Customize the calendar view based on your needs and preferences
The first steps in setting up a calendar are to configure the calendar view, work week, and work hours. In Zoho Calendar you can set a default view for the calendar and customize it later based on your preference. Default View The default view represents
Recording of TDS on Fixed deposits
How do we record the interest payment and TDS from the bank account. The interest paid is shown as deposit in bank account and the TDS is a withdrawal. Whereas for us the total interest income is the interest paid plus the TDS. How do we record this so
Zoho WorkDrive への大容量初期データアップロード
こんにちは 相談があります Zoho WorkDrive への大容量初期データアップロード なんですがいわゆるオンプレミスの社内サーバーのデータ1TBをZoho WorkDrive へ移行するには 地道にアップロードするしかないのでしょうか？ おそらく一週間くらいかかりそうです そこで 1. 実際にクラウドへのオンプレミスからの移行は有料でもいいのでHDD送ったりなどあるものなのでしょうか？（Zohoに限らず） 2. またあるアカウントから別のアカウントへZoho WorkDrive の大容量データをいこうするようなケースはどうでしょう？
How To record damaged and compensated inventory by AMAZON FBA?
We are using AMAZON FBA service, some times customer order from Amazon and return fake products. Now Amazon does compensate for this product. So how to record this transaction in zoho books?
Direct Assignment Rules not triggering
Say, an assignment rule is created in Dept B. And when a move a ticket from Dept A to Dept B. The Assignment Rule isn't triggering. How do we get the Assignment Rules to trigger for the Moved tickets?
Email Open Timestamps
Hello, I'd like to ask how can we get the Email Open Timestamps in the reporting rather than the open counts? Or can we get the corresponding timestamp on each specific email open? Similar to the email click reports where we get the Clicked time. Hoping
private questionaires to customers - how to do that in Zoho?
Hi, For a business idea we're exploring, I'm looking at how to give customers a tailor-made questionnaire, kinda like private. Zoho would be a great platform for the other parts of this idea, but as far as I know, you can't send a private form to a non-user.
Forms Design
I want my co-worker to edit the design. He already has the right to change and edit the form. But he cannot access the design. I created the design but can not transfer it to him.
Forms - Moving forms from older to folder
I want to move a form which I created within my own folder to the org folder. Is that possible?
"OR" function for filtering
Is it possible to filter records using an "OR" command? For example, State - Doesn't Contain - Michigan OR Ohio Thanks!
Master contract list
Hi, Is there a way to view all outstanding contracts in Zoho Desk, across all accounts? This would provide a good overview for support management. BR Christian
Problem: Present by Default
The "Present by Default" feature is great but it has a problem. When a user is automatically "Checked-in" using this feature they still show as "OUT". Yet when looking at the attendance they are "Checked-In". I spoke to support about this who said it
Mettre en place une "petite" boutique avec Zoho Commerce ? ; un retour d'expérience
Actuellement nous établissons des devis depuis Zoho Books que nous envoyons aux clients. Nous aimerions leur donner la possibilité de commander directement en ligne. Nous avons 3/4 types d'offres avec une combinaison d'abonnement et de services mais aussi
COPY ALL MAIL ADDRESESS TO CONTACT ZOHO FOR BULK EMAIL
i am new to zoho my problem is how can i automatically ..not manually collect all email addresses on my inbox to my contact ..so i can send bulk email ASAP!
App Spotlight: WhatsApp Web for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. WhatsApp Web for Zoho CRM The extension integrates WhatsApp with Zoho CRM to allow you to send and receive WhatsApp messages right from
Create CVs out of Zoho People
Good Morning, Is it possible for us to generate a Company Customized employee CV straight out of Zoho People? This is great for our clients when they ask for our employees skills. Thank you
Trying to sign up for Zoho Mail, page refuses to load properly
Every time I go to https://www.zoho.com/mail/zohomail-pricing.html I get the "Your connection is not private" error message. When I allow the exception by clicking the "Advanced" button and then the "Proceed to mail.zoho.com (unsafe)" link, the page appears
Problem
Hello, we had this problem, please resolve it for us
Email outgoing bocked. Can retrieve emails but can not send out. 554 5.1.8 Error
Hello! Please unblock our email (ekocena@ekocena.lv) address, or if there is an issue, please let us know what should we do to solve this? When trying to send email i am getting error 554 5.1.8, what could cause this? Thank you in advance.
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