Database structure
Hello, we are currently using the crm which we customized to our needs. We like to visualize our Database structure, we need to show the forms and relathionship between the fields and the dropdown menu values. Is there a possibile way/process to show/visualize/extract
Problem creating Customized Agent Panel
Hi, I have a problem when trying to create a Customized Agent Panel for the Home Page. Whenever I click over "+ Home Page" it shows the following message: "You do not have any role left to share this home page with. Note: A role can only have one home
Terrible audio quality
Hi Zoho I am preparing for a new series of webinars for which I want to use Meetings. But I've been recording my rehearsals and the audio quality is terrible. Take webinar 1257527115 as an example. 08:45 the webinar starts and the audio is distorted
Commissions in Zoho
Commission information We use sales Reps Each Sales Rep earns 8% of the profit from their jobs (Job income less Job expenses) In the past, I've used QuickBooks and run a P&L by Customer to figure this out, but am now trying to see how we can use Zoho
About ZOHO Analytics 5.0... information
Hi all, I have spoted that there is a new version coming on ZOHO Analytics 5.0. I could not find in this group any information on it like demo of the new feature from ZAnalytics 5.0. Is there any available info ? Cheers Thomas
additional sections in candidate portal
How can I create a workflow that when candidates apply to certain positions I can have forms and information automatically triggered to them to continue on the hiring process? In the staffing and high volume recruiting world very seldom do you send offer
Registration Client
Hello, how can I offer to my client to registration on portal theirself?
Payment Gateways per Event
Sometimes I host an event where we don't want to allow online transactions, we just want people to reserve tickets and pay at the door. Is there a way to remove the online payment options for a specific event? Additionally, I have hosted events where
Windows App SDK
Hi, We'd like to create a desktop based application that would be able to hook in and read only our CRM data. I've went to the API page and am having a problem with which one to select. It will run on the users desktop so it won't have any URLs. Can you
How to add multiple filters in report?
Hello everyone, I want to create a report for my users to check the activities for a particular Account-->Deal. I want to create a report where my users Choose below fields. Account Name Deal Name(related to account chosen) Activites(Task) = Current Month(Default) this one is easily created in activities tab, but from Activities tabs they cant export the report or they can't get the total value of any field in task. Can we create these type of report in Zoho. Note:- i have Standerd Edition of Zoho
What's New in Zoho Books - February
Hi, users! We've come with a bunch of new updates and enhancements for a fresh start to 2021. Here’s what’s new this February: Zoho Books - SurePayroll Integration (US) Automate your payroll accounting with the Zoho Books - SurePayroll integration.
Unable to see email for CC'd contact from edit ticket screen
Reproduction steps: A. Open a ticket with someone CC'd on the ticket / email thread. B. Go to "Edit ticket" C. Look at "CC" field. Expected behavior: Some mechanism is available to see what the email address is for the CC'd contact. Ideally you could
3/19(金) オンラインMeetupのスライド共有(ユーザー事例/Zoho Sign 製品紹介）
先週の金曜日、ユーザー交流会のMeetupを開催しました。Zoho CRM のユーザー事例をはじめ、相談会やグループディスカッションなどを行ましたが、いかがでしたか？ 登壇いただいたZooops Japan の伊藤様、参加いただいた皆さま、改めてありがとうございました！ 以下に、Meetupの発表スライドを共有いたします。今回ご参加が難しかった方も、ご参加いただいた方も、Zoho 活用のご参考になれば幸いです。 ◎Zoho CRM ユーザー活用事例「Zoho CRM の基本機能の活用から他ツールとの連携まで」
APAC Online Workshops- Actionable Insights On Customer Support Performance
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
ZOHO PHP SDK: Invalid oauth scope
Hi there, I got an issue when trying to use PHP SDK (for version 2.0 or 2.1, I tried with both). I'm trying to get the list of Contacts using the Records request. Using ZohoCRM.modules.ALL scope I could get the token and connect to the API but when trying
Zoho CRM REST API - Download Attachments Returns Null
When attempting to download a file using the Zoho CRM REST API the json is returning NULL. I first pull a list of attachement information using CURL: curl_setopt_array($curl, array( CURLOPT_URL =>"https://www.zohoapis.com/crm/v2/Potentials/################/Attachments",
Can't subscribe to Zoho CRM Enterprise
Hi, Our Zoho One trial plan will come to an end soon. We decided that Zoho One is not for us and would like to purchase Zoho CRM Enterprise only. However, everytime we accessed the 'Upgrade' menu, we were directed to upgrade our Zoho One account. Is there
Sync fields in different forms
I have a form called Clients and a form called Policies, which has a lookup field "Client Name" One client can have multiple policies. Both forms have a "Inactive" decision box field as well as a "Inactive Date" field. What I need is when the inactive
Customer portal - edit record access denied
Hi, I have set up this customer portal for the Contacts module. I set portal user permission so that they can create, edit, and view any records that are linked to their record. (screenshot 32) The problem is: The portal user can only edit records that they created directly inside the portal (screenshot 29). If I, as a zoho organization user (not portal user), created a record and link it to the portal user, they will be able to View it, but not edit it (Screenshot 30 and 31) Reading Zoho knowledge
How to make the account number field unique?
I would like to make the account number field unique on our account module. However I get the following error when I try to activate it. We have no workflows that set this field. We used to have one but I made sure it was disabled and I have now deleted
Thinkific approach rebuilt in Zoho
We started creating courses in Thinkific and while we are very happy with it, we have wondered how much of it can be rebuilt in our Zoho One account. We have looked at the LMS in People and wondered could this be where we could transfer the course to.
zoho chat is not doing anything
zoho chat is not going anything when you click on the button, has anybody else experienced this issue?
Making space for more forms to be uploaded
People applying cannot upload their photos or submit the form. Is there any way I can bulk delete old forms to create space or which plan do I need to upgrade to fo me to acheve this?
Update! Rate rules have been revamped in Zoho Workerly
Hola! The Rate Rules feature was introduced in Zoho Workerly last year, and we have been receiving a lot of feedback from our customers saying that they'd love to have these rules available at the job level. If you have clients working with multiple
Zoho Sites in Zoho One - Site unpublished, account downgraded
Hello everyone, I have a Zoho One subscription and I had a website published in Zoho Sites. I've had this site since a few months, more or less just as a test. Since the Zoho One admin interface update, Zoho has unpublished my site without any prior notification
Knowledgebase Article Attachments
Hello Is there a maximum attachment size? Or file type restrictions? We are trying to put our Latest Software Installer in the article from ZohoDocs. It says it successfully attaches but nothing shows up. Thank you
Poor use of margin padding in compact view
Why does compact tickets view insist on having 150px of whitespace margin from the borders of the window and the left sidebar? Because of the current behavior it's only possible to see 6 characters of the ticket title when using a window 960px wide.
How can I mass delete leads in marketing hub?
lets say I need to delete all the leads from a certain list, can I do it in a easy way instead of selecting 100 a time and deleting?
Changes Cyrillic filenames when saved to GDisk
Changes Cyrillic filenames when saved to GDisk
How do I insert or attach a file or a link in my note?
How do I insert or attach a file or a link in my note?
adding a mail CNAME for zoho mail
Hi there, i have account with zoho mail and I can access my zoho mail via mail.zoho.com Now, i wanted to setup a subdomain in my domain mail.mywebsite.com and redirect to mail.zoho.com i tried doing a CNAME, but wasnt successful. Can you please let
No Bullet Points in Article editor
When I try to add or edit an article in the Help Centre, there's no option for bullet points. When I click on the button I see the attachment image and the code generated is <ol> <li style="list-style-type: upper-alpha">... </ol> Instead of <ul>
Extract date from a column
Hello, I made a particular report on the CRM. When i export it as an excel file I get a column of dates along with time (screen shot attached). i would like to just get the date out of the CRM. is this possible in any way? any help would be greatly appreciated.
Zoho Desk integration on my App
Here is what we are planning to do 1. Give a UI on the app to create a ticket 2. Show the ticket status on the app 3. Show the comments by the agent on the app 4. Allow customer to respond to the agent comments 5. If ticket is closed, allow customer to
Missing a Create Thread API
Really frustrated that I can create a ticket through API but I cannot create, or add a thread through API (as far as I can see). I want to be able to mimic a complete EMAIL flow through API calls. Create a ticket through API. Add a thread which was originally
Is it possible to create a dashboard button to invoke the data import routine directly? Thanks
I would like to bring this up directly: Thank you. Patrick
Can we set "Don't Import Data" as the default on the second screen of the import routine?
Can we set "Don't Import Data" as the default on the second screen of the import routine? Thank you. Patrick
outlook setup
tried many times to setup my mail on the outlook....but i failed....although i followed the demo video you r sharing to make the same.... but unfortunately cant send or receive any mails from the the outlook on my computer. please help thanks marwan
SalesIQ Scripts and Zoho Bookings Integration
Hi, I love this integration (we used the template with a few tweaks to fit in with our business) - though, it'll be great if it was possible to use the "date-timeslots" input card, with the slots populated via the Zoho Bookings availability. i.e. not
Can't send mail with Apple Mail
Hello, I can't send mail with the Apple mail, I get this Alert ": -ERR USER NOT AUTHENTICATED" How do I set up Apple mail with ZoHo mail ?
Next Page