Show Contact birthday in calendar
Could you show contacts' birthdays you enter in Zoho contacts automatically in Zoho calendar? Including a yearly reminder per email one day in advance. Would be awesome. Regards, Tobias
days of wasted life
working with zoho campaign is frustrating. I have to start a marketing campaign then create many landing pages and each one must have a signup form: for ech form i need to run a Workflow. Knowing that if I use ZOHO FORM, all the people who fill it in
Mass Delete Contacts By Import?
This is a strange question but here goes: I import a list with 400 people who we consider 'active'. 3 months from now, 100 of those will become 'inactive' and will need to be removed. I have a way to know who those 100 are along with their emails. Is
Issue While Creating Ticket by custom function
Hi Zoho Community, I'm working on zoho projects and I want automation in projects tasks my point is when someone create issue in project then automatically it should create ticket into Zoho Desk. Here is my custom Fuction code below and error which I'm
Duplicating Accounts for Different Sales Teams
We recently acquired a small company that operates in the same sales territories as we do but with different product lines. This means they are calling on the same accounts, and potentially the same people, but I need to keep their ownership of the account/contact
Total each day to appear on Calendar View
My company delivers various quantities of widgets to different addresses. We use Zoho to record [ADDRESS] [DATE] [QUANTITY] [OTHER INFO]. Right now I am having the Calendar View bring up quantities per day, but it's showing them all as individual records
Zoho Analytics Formula Column
Date column imported from Zoho workspace gets changed to text type. I tried converting the format, however it gives weird results. To counter this, I created a formula column - this however doesnt give me any output. It's always blank. Not sure, if the
Pick which fields are important to show up elsewhere
Hi, Other CRM platforms have a feature where you can set a field to "important" to have it show up not only on the type it belongs to. Right now if we add a custom field for a Company, then when viewing a Contact related to that company, you can't quickly
Sorting companies on app...
Is there a way to sort the list of "all companies" on the app by state? My territory has multiple states and it's helpful to look at things by that specific state. I have put in their states in their contact fields and on the web version, there is a
share button greyed out
Hi - I am trying to share notes with other registered account holders. I open the note and click on the profile logo and add their email and go to click share but the share button greyed out and will not work. Please help. Thanks
Custom domain and Sender email
I like the custom domain and Sender Email address options, but before I make any changes what are the limitations or considerations before making these changes? * Does a custom domain impact Single Signon, any marketplace apps, or other integrations?
Is there a way to mark invoice as sent upon creating it from custom function?
Hi, I am using a custom function to create my invoice. Is there a way to automatically mark the invoice as sent in that custom function, or do I first need to create the invoice and then have a step afterwards to mark it as sent?
Why is Zoho Analytics so damn hard to set up?
Hi I am a Zoho One user and small business owner. I use quite a few Zoho apps and for the most part can get things to work as long as it does not require Deluge. With one exception, Zoho Analytics! I have attempted setting somethings up on my own but
Maximum number of workflow rules in zoho projects
Greetings to everyone, In my company we are extensively using workflow rules from the "task automation" section of zoho projects. My question is what is the maximum number of allowed workflow rules that we can have, since we will probably be using many
Search not finding articles in the Help Centre
Whenever I use the search function in the Help Centre or even the Insert Article as Link in the article editing window, the search does not always find valid articles even when I know for certain that those articles exist. Even when I put in a keyword
SSL handshake error in Android spp
I get it now every time so cannot lig in.
How to communicate with external people (customer) while centralising this communication in the project?
We are starting to use zoho projects and I'm wondering about the best way to communicate with customers and keep the relevant communication about the project, in zoho projects. I tried a bit the zoho desk integration, but it seems extremely time consuming
Syncing Zoho Campaigns to a custom module in Zoho CRM
When setting up a Sync between Zoho Campaigns and a custom module in Zoho CRM, it seems that it is not possible to see and select a Linking Module in CRM (nor a custom view on that Linking Module) as such a custom module. Is that a bug or a feature?
Is Zoho Creator HIPAA Compliant?
Hello. I am working on several projects that require HIPAA compliance and would like to use Zoho Creator for them. M My main question is Zoho Creator HIPAA compliant? If so, how do I prove to my stakeholders that it is? They just won't take my word for it - I would need written documentation from Zoho to verify this. Are there any links that show this? Does Zoho have other products like CRM, etc. that are also HIPAA compliant? Thanks. Rich
The page for Tax Preferences in the ZohoCommerce API documentation shows the wrong path
Hello, Please review the page for Get Tax Preferences in the ZohoCommerce API found here: https://www.zoho.com/commerce/api/get-tax-preferences.html The REST path as presented is: The corrected link is: get https://commerce.zoho.com/store/api/v1/settings/taxpreferences
Summary view grouped by date - can I include missing dates?
Let's say I have a table like this: May 1, A May 1, B May 1, C May 2, A May 3, A May 3, B May 5, A May 5, B Using the "Summary Report", grouping by Full Date, and displaying count for column B, I get this Summary: May 1, 3 May 2, 1 May 3, 2 May 5, 2 Is
Using a Macro as a Function Called From Cell to Populate a Cell Value
I'm trying to populate individual cells with function calls to a macro similar to how one would use a regular function to populate a cell. My function is: Public Function getHours(item As String,high As Number) As Double Sheets("Work Items").Select
New Time Log drop down not displaying
Now when entering New Time Log and selecting start/end hours, it does not display the complete number; only the leading number (0 or 1). See attached screen shot. Is this a bug, due to an update, or what? I've used it successfully for months in the
Controls in the Codeless bot builder to ease your bot-building experience
The Codeless bot platform in Zoho SalesIQ was designed to help non-techies make their bot dreams come true. The platform lets you build chat bots without having to write any code. All you have to do is design a conversational flow using the blocks in
How to prevent API Throttling?
I am working in a CREATOR app that will create a pick list for the warehouse floor. The basic logic is: loop through all pending sales orders and pull any line_item that is both in-stock and in-inventory. Output this as a pick list page The staff marks
Update leads field based on entered zip code
Hello, My first time coding in deluge and its...not...working. I am trying to compare the entered zip code with a list and if its on that list set the custom variable "Territory" (which is a pick list) BellevueZips = List:String(); BellevueZips = {98004,98005,98007,98008,98009,98011,98014,98015,98019,98024,98028,98029,98033,98034,98039,98041,98045,98052,98053,98065,98072,98073,98074,98075,98077,98083};
Is it possible to send bulk email via zoho smtp ?
Dear Zoho, I wonder whether below scenario is possible with zoho mail: Sending newsletter emails to a website registered users (who can subscribe or subscribe to the newsletter) on a monthly basis, say, 25K emails at a time, but only one or twice a month.
Profanity Filter
Hi, is there a profanity filter in Zoho Mail? Or does Zoho mail allow some capability to import a list then somehow use that list of words in the filter or antispam settings? Thnaks
Outgoing emails to customers went to spam
We got big trouble with our company email that 4/6 contacts report that our mail went to spam. 1 customer even didn't receive our email. We tried to fix this problem configuring DKIM but some of our replied emails still went to customers' spam box. Does
There is a way to embed a website into a Zoho sites page?
Hi guys. If I've http://www.mysite.com hosted on Zoho sites, there is a way to embed something like http://www.anothersite.com into http://www.mysite.com/anothersite.html Thanks.
Lost Access To Sites.
Hello, I recently changed the super admin of my organization and deleted the account. Now I cannot access the Zoho sites as they where controlled by that account. How would I go about regaining access to the site editor? Jake
How to get current page URL of entry in Zoho CRM?
Hello, I am trying to find a solution to get the full URL of the current page of an entry in Zoho CRM? I.e. https://crm.zoho.eu/crm/org1234567890/tab/Contacts/998877665544332211 Thanks for help!
Popup asking for picklist input if boolean field is true?
In LEADS, i'd like to have a pop-up window appear requesting input for a value on a pick list field if a boolean field is selected/true. How do I do this? The boolean field is called "Made Contact with Seller" (when checked) Picklist field is "Plan for
Zoho books and Invoices and Expenses integration on Zoho one
Zoho Books in Zoho one include expenses but with limited autoscans. Zoho one has Expenses app with unlimited autoscan. Can we integrate Zoho one expenses app with Zoho one books? Also, we have both Books and Invoices apps on Zoho one but when we try to
Remote Assistance Error message
For the last two weeks I ahve been unable to conenct to customers computers. They downlaod the custome rplugin and I give them the number code but they get "Win error, system.net web exception. It has happended to 4 different customers. On each occassion
Zoho work place and zoho writer loading issues
Hi, Many times we are facing Zoho workplace and Zoho writer loading issues. We can't able to work efficiently due to this kind of problems. Although internet connectivity good but Zoho gets struggling. So, please address these issues and rectify them
Custom date field -- auto update with zoho.currentdate via workflow
I have created a custom date/time field "Date_Created" and I am trying to write a workflow that autopopulates with zoho.currenttime. its not working. I created a workflow to be triggered when a lead is created and custom function SetDateCreated() leadIdStr
Tagging other social accounts in post
Hey ZoHo, As a business, we recently joined ZoHo Social to test it and see if we like it better than Hootsuite. I have a few questions and concerns considering the fact that we control all our client's social platforms. 1. As I was typing a post to be scheduled out I realized I could not tag another person or business in the post. Please let me know if there is a way to do it and I just couldn't figure it out. This is a HUGE issue for us if it is not possible. 2. We use many emoji's for our clients
Joining Leads and Deals tables
By The Grace Of G-D. Hi, How can i join 2 tables that are already joined (Like Leads and Deals) Using another Column as lookup?
Purchase Price Currency Change
Hello Team, We are unable to change the currency of purchase price in items. We import material in Euros and USD and sell in INR. It is impossible to create a PO with the purchase price in INR as it causes a mismatch. Request your help on this matte
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