Is it possible to include a "weekly or monthly repeat variable" in the 'date field' ?
I am doing something similar to an appointment calendar, but most patients have appointments for example: Every Monday at 2:00 Pm. But the 'date and time' field only stores one record. And I wanna be able to choose if that record should repeat every week or so. Is it possible? (I am a complete newbie)
API Authentication Queries
Hello all I'm hoping someone in the community can help me get my head around what should be a simple query. I'm trying to integrate the Desk API into our IT monitoring system so that I can present ticket information on a global dashboard. We use PRTG
Multi currency not visible - Enterprise trial subscription
Hi, I have Enterprise-trial subscription and I am not able to access multi currency features. ZOHO says it is available in Enterprise subscription. Is there any way I can test it? BR, Michał
My Zoho mail is blocked from sending
I got a message that my account is locked "Account Block Information Your account could not be unblocked. There was an error when unblocking your account." I tried unblocking but no success can you help me with this problem!!!
Copying Lead data to Account record
Hello, What would be the best way for me to achieve this: I have a data field on the Lead record that I need to be automatically copied to the Account record when the Account record is created. I'm a new user and altho I've looked at Workflows, this doesn't
Add links and lightboxes to galleries
I think Zoho Sites is a great web builder, but not being able to add links or lightboxes to an image in a gallery element is so silly. A user can have a whole page of images, but a visitor will not be able to click on them to enlarge them or link to another
Deprecating Glassdoor from Zoho Recruit
Dear Customer, Glassdoor has announced that all their ATS integrations will be deprecated as all jobs related functions will be transitioned to Indeed. This is because Glassdoor will start sourcing job feeds (XML Data) from Indeed, instead of fetching
Comment collaborer sur la gestion de projets avec Zoho One
Bonjour à tous, Dans notre article précédent sur la collaboration avec Zoho One, nous avons déjà vu comment Zoho One vous permet de collaborer à différents niveaux. A présent, nous allons découvrir comment Zoho Projects vous permet de collaborer au niveau
Shortcut "Reorder Tasklists" + make Enter/Return work in all popup-screens (works in some, not all)
Hello, Could this be added to the list of shorcuts & changes on key-behaviour withing Zoho Projects? (or do seperate tickets need to be created for this?) - shortcut for "Reorder Tasklists" - make Enter/Return keystroek work in all (popup)screens/pages
Invoice Templates Notes and contacts
Hello, 2 questions: Where in the template edit area do I access the NOTES section that shows on my template. Currently it reads "thanks for your business" and we want to change that. Also my invoice when generated does not include the name of the customer
Email Automation : wainting a number of readings on the same campaign to make an action
Good morning all, I am a newbie with the Zoho automation campaign and workflow. I am currently trying to create a newsletter using the RSS feed. But here is my goal: I would like to send a notification to our sales team when someone reads our newsletter
The new user classification methods
In the new Zoho One, you might have noticed that users are now classified in multiple ways. Every user has a Status (Active or Inactive), a Type (Confirmed, Pending, or External), and a State (Not invited yet or Not joined yet). Understanding what they mean and how they can be used can simplify your day-to-day operations. In this article, we'll discuss the various classification methods and how you can leverage them to your advantage. User Status The main purpose of User Status is license management
punctuation after a backtick behaves wrong
When I mark something with a backtick, and if I continue with punctuation, it doesn't become a code.
Zoho one, unable to change ownership of app(s)
Hi guys, I currently have this problem, I am unable to change ownership of apps in my zoho one. the error says that "sorry, this operation is not supported." can anyone help me with this ? thank you screenshot attached.
Customize URL in the View in Browser page
Hi, Is it possible to have a personalize URL for the view in browser page? Or change the name ex. <name>.campaign-view.eu/... Thanks Laurent
ZOHO account manager
Can we please get the contact information for our account manager?
How can I change the Super Administrator
How can I change the name or the super administrator?
Deleting users
Are we able to yet delete inactive users.
Most of the data deleted from Form but still the account space occupied is high
We made a form and there were almost 8000 +entries and even after we deleted around 7500 data the space occupied did not changed. Any clue?
Ask the Experts #1: 5-hour knowledge exchange marathon on Bigin
Hello, Bigin Community! We are excited to welcome you all to our first ever "Ask the Experts" session for Bigin. Ask the experts (ATE) sessions allow users to interact with our Product Management and Development team - the actual brains behind the product.
Email preview not working properly
Dear Zoho team, I have two problems. Both of them arised after I created a folder (let's call it "Project X") for some of my emails that I wanted to categorize. As a side note, I use the option to see mail replies together with my mails, as a part of
Invoice Multiple Customers??
Is there a way to invoice multiple customers for the same item with the same cost? Right now it appears that you have to create an invoice and then apply it to a customer and repeat. I'd like to create an invoice and apply it to multiple customers.
Share Copy of submitted Zoho form into Email template
I created a Zoho form and integrate it with Zoho Bigin contact module, when form is submitted it create new contact and save the data into that contact. Now I need a email workflow that should be trigger and contains the copy of data of forms. Is this
Zoho Signin Page to Forums Takes Several Minutes in Redirection
I have been observing this behavior recently for the past few weeks.
Automated email customization with buyer's first name
Is there a way to customize automated backstage event emails with the ticket buyer's first name? I can see that there are placeholders in the templates for the event date and name, but can't find how to customize further and wasn't able to find help related
I can't connect to the plug-in Zoho CRM for Outlook
The plug-in installed, i try to connect with my login Zoho CRM but the pop-up "Please specify a valid Email and password" while the Email and the password are valid. Can you help me pls.
Sales IQ chat start REST Api
Hello, I am trying to handle the conversations between the operator in salesIQ and visitor in my chatbot. So for that, I am using Sales IQ V2 REST Apis, So from the API collection, I figured it out of using conversations Visitor Api to send visitor messages
Migrating Existing Domain from Google Apps to ZOHO
I am planning to move an existing domain currently hosted with Google Apps to ZOHO Standard 10GB including transferring existing emails, contacts and calendar for one user. Do you have a step by step guide to carry this out without loosing any data during the transfer when the mailserver settings are redirected from Google to ZOHO? Thanks.
Light Agents and dashboards
This is kind of three questions in one. 1. We have our support agents in one department dealing with requests related to multiple independent entities. If someone from one of those entities (setup as a light agent) wants to look at a dashboard of
ZOHO MAIL CONFIGURATION
We could not configure Email and SPF & MX records are not verified. Their account is in Cpanel. Though we placed all the records in DNS. it's still not verified.
Making more than 1 change in Subscription creates a problem
We have monthly subscriptions that are updated more than once a month. Once we make a change for the incoming month and try to make a second change we run the risk of losing the original changes if we don't first make a note of the new changes so we can
Changing Verify Details form when a Deal is Closed (Lost)
When a deal is lost and it is being closed a Verify Details form pops up. This information when saved creates a note. I want to add a few fields that get saved to the deal record. How can this be done? Regards, Glenn
Zoho Access Token
I've read this page and I've got a few questions about the validity of access tokens. If you could answer the following that would be great: "You can generate a maximum of 10 access tokens from a refresh token in a span of 10 minutes." - Does this mean
Can the "Dynamic Content" element be used to display data from a CRM module?
Can the "Dynamic Content" element be used to display data from a CRM module?
How do I create/enable different colors for each CRM user?
When syncing with the Zoho CRM calender, the Zoho Calender app shows all events for all users with no ability to see which user it is. There must be some way to have a separate color for each CRM user otherwise this makes the integration between CRM and
Integrate Google Maps in Zoho Creator
Hi I just want to ask, how to integrate Google Maps in Zoho Creator? Regards Thanks
Customer Categorisation with Tags
Hello Zoho Community, We would like to identify our customers based on a few details that relate to their profile and previous orders. For instance: Location (e.g. suburb, city, or State) Purchase history (e.g. consumer preferences based on purchase trends)
Extensions in Zoho Sprints
Extensions allow you to add additional functions to the product. Zoho Sprints has introduced two new extensions to manage your documents and support tickets. Google Extension: Using Google plug-in, you can fetch images from Google Drive and attach them
The Twilio Zoho CRM SMS Integration ?
Hello, Is it still possible to integrate the Twilio SMS function with Zoho CRM? The directions provided on the Zoho on the help site have me stuck at the marketplace in CRM because there is no Twilio extension there I also looked on Zoho's marketplace
Tickets based on two suport email addresses - flagging tickets based on the email there were sent to
Hi, we have two separate Helpdesk emails. One is support@mycompany.com the other is implementation@mycompany.com. I connected both emails to Zoho desk and emails from both inboxes generate tickets. On the tickets list I would like to know which ticket
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