Pick listvalues
What's the secret behind making new pick list values appear in the pick list? I go in, add a new value, click update, click save, re-search my ticket, go to the field and the value I just added is not there. I refresh the page and the value is
Does Flow actually work?
I created a simple flow that triggers a merge document when I create a quote in the quote module. It just simply doesn't work, no document is produced. I double, triple, quadruple checked everything to no avail. I also looked up troubleshooting tips and
Managing last contact date for our customers
Hi guys, I have account managers onboard and they're supposed to have regular meetings with our customers due to their tiers and invoice amounts. We have more than 200 customers globally and include 10-15 accounts managers so each account manager is
Email Signature Marketing
I am trying to make an email signature as follows. $[SIG:FNAME]$ $[SIG:LNAME]$ $[SIG:TITLE]$ $[SIG:COMPANY_NAME]$ Phone: (800) 555-1212 Direct/SMS: $[SIG:PHONE]$ Web: $[SIG:COMPANY_WEBSITE]$ Email: $[SIG:EMAIL]$ But, it is not coming out right. It looks
Looking for someone who has experience setting-up Zoho Data Bridge
We are looking for someone who has experience in setting-up Zoho Data Bridge. We need help in installing this.
Export all fields not just those showing in View
Is there an option to export all fields from a form not just the fields that are showing in the view? I have a form with more than 30 complex fields so I can't show them all on the same view. I need to export the data. Is there a workaround? Herb Wexler
Zoho Sprints iOS mobile app now supports custom fields in Epics
Hello All, In the latest version (v1.2.2) of the Zoho Sprints iOS app, we have brought in support to display custom fields in Epics. I've attached a screenshot below of the custom fields in Epics for your reference: You can update the app to the latest
Join in COQL request
Hello everyone, I try to do COQL request with the "G-Connector - Zoho CRM" plugin for Google Sheets. My request worked during severals months, but doesn't work any more now. This what I try to do: SELECT Id, Account_Name.Account_Name, Deal_Name, Amount,
Text Message (SMS) Notifications
Please add the option to receive notifications via text (SMS) to all apps, especially those with tasks. Currently, the only way to receive text notifications is by integrating another product/app or creating a "webhook". This is not a sufficient solution. Thanks
Timesheet Enhancements
Control who can log time for tasks and issues Users are now allowed to log time for the tasks or issues that are not owned by them, based on the Task and Timesheet settings. The owner of the task or issue, is allowed to log working hours by default.
Invoice layout issues
Inside Zoho Books when we create an invoice, the invoice layout looks good and fine. But when we download it as PDF, it does not look the same. What needs to be done to fix this?
Turn off Approval Request Notification Email
Hi, is there a way to turn off the email that gets sent when an Approval Request has been approved?
Simplifying Payment Collection For Your Business
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next workshop
Dashboard header and logo alignment
Hi i added logo and header but its alignment is not proper and dashboard hedaing is not in center as shown below if i tried to make a dashboard title center aligned but we are getting a extra space below is there any way to get both logo and header
Bigin Integration with Other Zoho One Apps
Are there plans to integrate Bigin with other Zoho One Apps. The apps I'm most curious about are: Zoho Meetings Zoho Bookings Zoho Campaigns Zoho Invoices I've been using Zoho CRM but prefer the simplicity of Bigin. Hope integrations will be available
Lock a record (quote, sales order) for future audit
We need a way to lock a record manually or via custom function. Here is the use case: once a customer issues a PO against a quote, we don't want sales reps modifying the quote anymore due to audit reasons, but sales reps still own the account and should still be able to view or clone the quote. Thanks.
call automation using third party software
Hi! is there any possibility to have a call automation using any third party calling software?
Custom function to autofill the data in zoho crm across modules
I've two custom modules say A and B. A module has some fields and B has some fields. Now I want to populate the fields from B module to A module which are common in both using a lookup field in my A module. I've tried this . But this is only for default
Add Brand to Zoho Social
I'm trying to add a brand to my account, but it's not showing my other other pages on FB. Please help I paid to add a brand and now I can't get it to work. This is only showing me the brand thats already connected. These are the other pages I have access
Automatically Import Contact information into CRM from a local transactional system?
We are just now getting into using a CRM solution and want to automatically import contacts & sales information from our transactional system (point of sale). I know I can do a manual import, but is there any way to automate the import using a tool like
Zoho Inventory API: Sales Orders, Packages, Shipment Orders and Items
https://www.zoho.com/inventory/api/v1/#Packages_List_all_packagesDear all, Currently, I am using another warehouse management system, but I would like to integrate ZOHO inventory system via API to: Retrieve Confirmed Sales Orders or Packages from ZOHO to my WMS; My WMS will then process the Sales Order or Packages to create Shipment Orders on ZOHO; From time to time, my WMS will update Shipment Orders status to Delivered; From time to time, my WMS will synchronize the stock balance from WMS to ZOHO
Retention Period of Deleted/Trashed files/folders
Hello, where can I find information about retention period for folders and files during which I can restore data? thanks!
Is it possible to update the past data of product details customization items such as invoices?
Customized items such as formulas can be added to product details such as invoices. Is there a way to apply it to the created slips at once?
Task Priority and Status keep changing to different values by themselves.
I set a priority or status for a task and the next day (or sometimes sooner) the priority and status CHANGE to another priority or status! How can a organize my tasks and activities when these fields keep changing on me?
Error for Customizing Reminder (Template) Emails
After customizing a 15minute reminder email for an upcoming webinar, I saved my draft as seen in the screenshot below as the following Template Name. But, after saving this file, it didn't replace the placeholder reminder email, and there's no way to
Is there multilanguage support for Job opening forms?
What I need is kind multilingual support for application forms. My client has to use two languages for European restrictions. like English and French. Now the fix fields are converted to FR by using &atslocale=fr_FR in the embed link. But we can't create create same job opening in different languages. I mean dynamic field labels for separate languages. We have to write English and French version of "Job Description" in a same field. We need Separate language versions of job opening or fields for
App Spotlight: Rafiki.ai for Zoho CRM
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Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.
Seems there is a block on my outgoing messages. Please advise.
Reports date range customization disabled!
For Accounts Receivable & Accounts Payable and other Reports we used to be able to select a date range with the drop down calendar, as we had view of calendars for two months. This is still available for Profit Loss reports, but not for many other reports.
get user info from helpdesk with php + api
Using PHP + API, is it possible to search user desk customers by email to see if a customer exists and - if so - return their details? Code appreciated!
iOS Users Can't Submit - Upload Fields Don't Work
The title says it all. iPhone / iPad users can't use the upload file field. In our case, this field must be required - meaning that they can't use the form at all. Is there a fix in the works for this? I'd imagine a significant percentage of traffic to all Zoho Creator forms is mobile and a significant percentage of that is from iOS devices. Thanks!
Renewing Domain Stuck on Payment Screen
Hi, I've been trying to renew my domain for the past two days. It takes me to the payment screen where I enter my credit card details. As soon as I hit pay, it just hangs there, with the loading icon displayed on the pay button.
Twilio-Zoho CRM SMS Integration
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 ( https://www.zoho.com/crm/help/extensions/twilio.html).
Twilio-Zoho CRM SMS Intregration
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 ( https://www.zoho.com/crm/help/extensions/twilio.html).
Not able to add domain
I just created a free account with Zoho and trying to add a domain i.e. https://efaq.in but getting this message. The email address you have entered belongs to a different deployment/region. Please contact support@zohoaccounts.com for assistance. Kindly
Need Recommendation for Zoho developer
Hi I'm looking for a professional Zoho developer that can absolutely customize my database to make it more efficient. Things I need done: Upon submission of the web form: -automatically create an account (fill the account fields with concatenations and formulas based on the web form fields) -automatically create a contact -automatically geocode the address. -automatically zone the account based on the geocoded address Upon completion of Zoho Subscriptions Form: -Link
Build strong relationships with your B2B customers via SalesIQ
Introducing Company module, an exclusive feature that enhances your B2B relationship. B2B based sales and engagement have been showing steady growth recently due to the number rising startups and entrepreneurs. So, we have added an entire module dedicated
How to record GST paid using ITC balance (on GST Portal) in Zoho Books
Initially, we paid taxes on the GST portal and record those transactions in GST Filings > GST Payment > Record payments. But in recent month, since the ITC balance piled up we paid GST using those credits. But now I am confused should I record that payment
Zoho Campaign - Subscribers/Contacts question
Hello, I just realized that Zoho Campaigns has a cap on the number of contacts that can be added vs the number of emails that can be sent out in a month. Is there a possibility to have a plan where we can at least add the contacts but not send out emails
Any reliable SMS app that leverages Twilio
we are now using Zoho one with 3 team members and hoping to add a couple more to the team soon. IS there a reliable sms tool we can use as a team to. send appointment reminders on workflow and appointments and secondly to do bulk messaging. we have a
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