Product Ribbon Text
good morning In the ribbon that appears when I set an offer on the product, it shows me a different translation, can it be changed? from where can I change the translation? Thank you so much regards
One dashboard with data from Zoho Books and Zoho CRM
Hello, I would like to create one dashboard with data from Zoho Books (example: account receivables balance) and Zoho CRM (example: number of new deals created). I've already connected both CRM and Books with Analytics. However they are in separate workspaces and it seems that I can't reach Books while I'm in CRM workspace and vice versa. Is there any way to have in one workspace both modules? Or is there any other way to have one dashboard with KPI;s from CRM and Books. Regards, PJ
Parser application send to Sheet with JSON
I have a desktop email parser that can submit HTTP request to a Web API via JSON, however I keep getting an authentication error. I have registered my application via client API. My desktop parser has the following parameters: POST to https://sheet.zoho.com/api/v2/<clientID>
Reconcile VAT Account
Hi I am using a single VAT account and posting the VAT payments through the bank as an expense into the VAT account so that I reduce the liability. What I would like to know is if there is a way for me to be able to reconcile the account in Zoho? Thank
Filters and Search for items in Boards module is now supported in the Zoho Sprints iOS app
Hello All, In the latest version (v1.2.1) of the Zoho Sprints iOS app, we've brought in support to filter and search for items within the Boards module. Please refer to the GIF attached below for your reference: We have also added the Search function
Enhancement Request: Default task assignment needed.
This request is especially useful if you are a one-person shop and manage all projects, milestones and tasks yourself. I propose a setting that would default all task assignments and such to the user I select. In my case they would all be assigned to me. Thanks, Jeff
Tags Column Needed for Activities List View
Please consider adding this. Not sure why it is not exposed for use, it would make tags infinitely more useful. Thank You
hi cant find my zb code
need help finding my zb code please, there is no exclamation mark beside my domain i am logged in as super admin ive checked domain tab
Mail sometimes doesn’t go through
Hi, On one of my account (I’m admin) some mails don’t go through. They work on gmail.
Bigin - Astuce #4 : Gestion des e-mails
Bonjour à tous, L'un des principaux modes de communication dans les entreprises est le mail. Et si vous décidiez de visualiser toutes les conversations par e-mail liées à un contact ou à un compte directement depuis Bigin ? Vous pouvez configurer votre
Extra div added to Insert HTML / Plain Text emails
I'm having a problem with my emails having irregular size fonts. I create start with a Insert HTML / Plain Text email. Then add in my content. I'll select all the content and then set the Font to Verdana and the size to "2". After I save the email
Campaigns API Review and Content issues
Hi, We're working on a Campaigns integration with our own software for a client, but have hit some issues with creating campaigns. The client needs to be able to create and send their campaigns from within our software, but once they are created, they
What is the best way to set up an inbound campaign using a web form as lead capture?
Hello, We have the Zoho One subscription, and are currently using Zoho CRM for lead tracking, and also regularly using Campaigns for email campaigns. We would like to start expanding our marketing automation to inbound campaigns, starting with using input
Any plans to update popups for better lead gen?
The goal of some of our landing pages is to get a person to agree to take a demo of our software. We're using Zoho Forms on the page and that integration works well. They give us their info, it goes into CRM, they get an email telling them we'll be in
Basic plan and customer count
I am currently on the basic plan which allows for 50 contacts. I had thought that meant customers, but I see now that any time I book an expense, a contact is added. So that will greatly reduce the number of customers I can invoice. Do I understand this
Smart popups - is it possible to show on ALL pages EXCLUDING page(s) xyz
example: I have a Webinar page on my website that I want to promote via Smart popup. Ideally I want to show this on ALL pages, EXCLUDING the webinar page....however I cannot see any way of doing this (see attachment). Is it possible? If not can your dev team please look at it as it's an important feature for when we promote our own website pages - we do not want the pop up appearing on the web page we are promoting! ;)
Inserting snipped image into email
When composing an email and inserting an image from the clipboard, there are choices at the bottom of the image for "best fit", "original", "fit to width". Lately, upon pasting, it is not allowing me to choose the sizing for the image. I have attached
Separate knowledge base in 2
Hello, We are implementing Zoho DESK four our platform which has 2 different kind of users (sellers and buyers). We are wondering what is the best way to organize our KB so that each type of user finds what he needs, knowing that buyers should not access
KB in ASAP assistant: sections icons are not displayed
We did setup icons for each category and Display in the portal: Display in ASAP for category is OK: But icons are not shown for sections: => How can we have ASAP show sections icons ? Regards
Return to Open Tickets after Send
Is there a way to set up the system so that after an agent has clicked SEND or SEND/CLOSE, the screen is returned to the Open Tickets view?
Wordpress Users logging into Help Center
We have tens of thousands of users on our WP site. How can we enable them to be able to log straight into the Help Center? With Zendesk it was pretty straightforward but with Zohodesk it seems incredibly complex. Can it be done directly? I don't want
Product Category
I looked in the product category, there is already a choice of hardware, software, and CRM applications. can it be replaced or added?
formula
i have made a custom calculation function with if condition and it works but doesn't want to get the subtotal amount of it and get 0 although there is data in the same table with subtotal works in amount field but not a custom function and i need to use
Add Outgoing SMTP support for Zoho CRM Mass Mail
To resolve issues around SPF, DKIM, DMARC it would be much better if Zoho CRM allowed for an external SMTP server to be configured for mass email sending. There seems to be a lot of different topics asking about how to solve Spam / SPF / DMARC / DKIM issues and allowing this would make it so much easier.
dynamically change ASAP assistant position
Hello, We are integrating ASAP in our web application. In some pages, we would like the assistant on the right of the page. But there are situations in which we would like the assistant on the left part of the page. => Is it possible to change the assistant
Populate a lookup field
I've been searching for an answer to this question. I've been able to auto-populate a field using: input.Notes = "sample text"; without any problems. But when I try and set a field that is a lookup it does nothing. For example, I have a service code field
Zoho Books user permissions
When will there be more option for Zoho Books user permissions?????
Updating custom field on Bill upon selection of PO
Hi, I have a custom field on Purchase order as well as on Bills called "Type of Order". This field is a dropdown type. While creating a bill, I would like to have this field on Bill be auto populated from the corresponding PO's custom field. For example,
ASAP Guide without Click/Hover Trigger
is it possible to create triggers that do not show after the guide has been completed? Right now if you create a trigger, either click or over, on a button on your website, every time somebody clicks the button the ASAP Trigger shows the tooltip. This
BUG Export data - Delimiter Value COMMA
Hi, I'm trying to export my candidates but i can't because the delimiter is comma (,) and i have texts from my clients on field "DESCRIPTION", more specifically i have lots of commas in the description field. So, when exporting to CSV, there's a mess
Customer Happiness survey on every Nth ticket closure
Hi there, I work in a B2B customer service, and we would like to send the Customer Happiness survey to, let's say, after every 20th ticket closure. We have multiple tickets coming from our clients' customer service people, so the email addresses are quite
What package is manual time tracking included?
During our trial we had a feature that allowed us to manually input time and an hourly rate for each agent. Which package is this feature included? I don't need automatic time tracking, manual is prefectly fine...
Allow more super admins
We need the ability to add more than one super admin to a site. Currently my boss is the only that has super admin because the business is just starting out. Eventually the business will gain so much data that one person will not be able to adjust everything without large delays especially in new businesses that don't have a set model for how their website and data organization should look. With that in mind Zoho isn't that scalable in terms of website management because your limiting customization
Another spam related issue...
Hello people of Zoho, About a year ago, we switched from Mailchimp to Zoho Campaigns for reasons to do with centralising our CRM and our contacts management. As we already used Zoho e-mail as well as the fact that we were looking into using Zoho Social
Email Relay
We are trying to set up an email relay to avoid our mass emails being caught in spam filters. Our IT department don't like the idea - they fear that our email server (Microsoft Outlook) could be compromised as a result of setting up this email server. Does anyone have views on how emails could potentially be compromised using Email Relay and potential work arounds.
Introducing Evaluation and Assessment in Zoho ShowTime
Hello everyone, Once again, we're happy to introduce a new feature in Zoho ShowTime. Our newest addition is "Evaluation and Assessment" so you can see how effective your training truly is. Assessment systems help you effectively evaluate course-related knowledge and skills on a regular basis. As a trainer in ShowTime, you can gauge your trainee's attitude, his/her awareness on a subject, and their reaction to the trainings at the end of every session. You can also conduct tests with MCQs, research
Move contacts into a flow
Hi, I have a workflow composed by 18 emails. contacts get into this workflow if they are both leads or customers taken from CRM so we have 2 different lists sync with CRM. If a lead starts the workflow and at 6th email decide to buy, will be remove from
Form does not load
If I am not logged in, the form is stuck in loading mode. I can see the form title, and a little spinning circle but the form fields do not load. This form is public. Any idea as to why this happens? How do I fix it? http://creator.zoho.com/d2x2/smyths/form/2/
Cost of production and calculation of raw materials
My project depends on production. I did not know how to enter the raw materials and then transform them into the final product. Raw materials tracking is very important for me without it its very hard to work
Item Bundling status
Hi there, We are working together with a logistic company, that is doing all tasks around storage and fulfillment. We have bundle items and we create bundles when needed. Now we have the problem, that all bundles are completed immediately after creation. In the API docs https://www.zoho.com/inventory/api/v1/#Composite_Items_Create_Bundle there is written: "Denotes the status of the bundle. Currently, this has to be true since we didnt support any other status as of now." This is bad for us, as we
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