Referral TRacking B2B
Hey all, I am looking to have a referral program where I recommend customers to companies and I want to be able to track my referring of them. Customer gets referred to a specific provider. They sign up with provider and the provider will pay a fee to
Importing Leads From Microsoft Excel
How do I import contacts in my excel file to Zoho?
Can't add a member to CRM -
Everytime I try to add Zach Simpson to our CRM, it says he is already present in another account, but he is not. Help!
Export Approval Level History/Comments
I have setup a approval flow in Zoho Form with two levels of approver. How can I export the details of "Level History" in "Approval - Entries" screen for EACH form responses? I want to check how many form responses were approved by specific approver.
How can I update data to a specific row of a Zoho CRM subform from a source subform?
I have subform1, with 4 rows(example: A,B,C,D) and subform2 with 3 rows(A,B,D). I want to update the Subform1 with the sum of the row A from subform1 and Subfrom2. I want to update only the row A. However, When i update it, I see only the rows A, B and
No response when click on "This session is currently running in standard mode. To enable Run As Service click here"
Hi, when i click on the Run As Service, there is no response. Why? Regards
View periodic invoices in CRM
We record software maintenance contracts as periodic invoices (contracts). We would like to see this periodic invoice (contract) with the customer in the CRM under Zoho Finance. How can you see which periodic invoices (contracts) the customer has in the
Changing the status
Hi, i want to change the status of a sales order in CRM to delivered when ever a ticket in zoho desk was closed. How can i do that? can anyone help me with the function?
Merge fields in templates not working
Hi I have a template set up. It was working absolutely fine until a few days ago. Not sure why it stopped but, here's the problem. The merge fields don't fully populate. If I hire through the candidate, the company name isn't picked up, but all the
How can I add a contact to a marketing campaign upon joining a list?
I have a list that syncs with Zoho Campaigns daily. Users are added to it when they download an e-book. I want to automatically send a thank you email to each user when they join this list, but not to the users who have already received it. How can I
Solopreneur Seeking SMS extension to use my CURRENT MOBILE number with Zoho automation
I'm a small business owner (it's just me) and I've been looking for an SMS solution like MightText that integrates with Zoho CRM/ONE/Campaigns I want to: 1. Use my current mobile to send/receive texts - and update the contact/lead record in CRM 2. generate
Working with files
Added docx file to notebook. When viewing this file in a mac os application, I am prompted to open it using Pages. Why? After all, I have a completely different program associated with this type of files and personally I do not use Pages in my work! Next,
Screen Freezes
I am experiencing my screen freezing every time I connect to Zoho Assist. We use remote access so our customers can see our screen and, lately, it never works. Please help with a solution.
APAC Online Workshops- Sales Insights And Anomaly Detection Using Advanced BI Tool
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
Can't delete blank notes in app on iphone
Hi, I created a note in "personal notes" on my phone. It never sync'd to the desktop. When I click on the note the error is "sorry, we're unable to download this note card." So I can't delete it. All other notes work fine. I can still create new
How can we make all Zoho Expense items show up in Zoho CRM?
Right now in Zoho CRM, there is a section in the Potentials for Zoho Expense. But, only the "open" expenses are shown by default. If an expense is closed, then it is hidden until the user selects "all" from the drop down list. We wish the "all" to be
How can I update a checkbox field through the API
I'm building a form on our website using HTML. The form works and is sending leads into our crm. I'm trying to add a checkbox field to the form and pass the data to a field in the lead, but nothing is working. I've tried sending TRUE, True, true, YES,
Time-based actions
I would like to create a time-based action where after 24h from customer's message (either first or the next one) we send a sorry for the delay message. What conditions should I use? Also, how often are the conditions checked? I set time for equal 24h
how can i disable this option of my report?
sorry, new to creator , i cant find where i can disable the "more options" of my report i just wanted it to display as a list and that's it., thanks
Formula field using nested IF and OR
Hi. I have a formula problem: Because of the limit of 1000 and the fact you can't calculate a field from data in another calculated field, I have too many characters in my formula if I just use a series of nested IF functions. What I want to achieve is this: IF field INSCO contains 'A', return the result of field PREM*0.15 IF field INSCO contains 'B', return the result of field PREM*0.25 IF field INSCO contains 'C' OR 'D', return the result of field PREM*0.3 IF field INSCO contains something else,
Merge notes
Compared to all similar products, the functionality of combining several notes into one is lacking. Very useful and reduces the amount.
Login to the application
Each time the application is logged in as if it were the first login. It should be? Details in the video.
Sorting notebooks doesn't work
Sorting on the tabletop does not work. It should be? Operating system mac os 10.11.6 Details in the video.
Single-Item Composite Items
TL;DR: Zoho Inventory appears to not allow for composite items that are made up of a single unit of one other item. There's no reason for this artificial restriction, and it should be removed. Background / Use Case I'm working to transition our manufacturing
Huge delay in campaign delivery
We have a newsletter that is sent every day at 4:00PM. I have checked the delivery progression and it seems campaigns are sent in batch of a thousand. The big issue is that some people are receiving their email more than a day later.
Contacts not receiving campaigns
We have multiple contacts complaining they're not receiving any emails, but they're marked as "delivered" into Zoho Campaigns.
Don't Open Next Email
After deleting an email, I would like it to just take me back to the inbox and not open the next email. I was able to make this change on the mobile app, but I can't seem to figure out how to do it in the web browser. Is this possible?
download file from report
Hi, Good day to you! I want to download a file from the report by clicking the button in the page. Say, I have a button in html page in creator. By clicking that button i want the file to be downloaded into my desktop/laptop. The file is available in the report of same application where the page reside. Thanks, ITKES
How do I calculate the number of days since a record was modified?
We would like to add a field that tells us how many days since the record was modified. I cannot figure out a formula to do this. I tried this... Datecomp(${Leads.Today's Date},${Leads.Modified Time})/(24*60) Keep getting an error about missing quotes. All I need to do is subtract two dates, today's date and the last modified date. in the formula above, Todays Date is a date field we added. Modified Time is the only field I see in the Formula creation function that seems to apply. Please help!
Integration reminders with google calendar
I almost switched to your notes from evernote. I looked towards Bear, native mac os notes, and a number of other services. So far, only one question - is it possible to integrate reminders in notes with a googl calendar, so that when you create a reminder,
Mexico Invoices for Mexico
I have a question regarding invoices for Mexico Now since the goberment force to use the electronic invoice system, we need to generate a chain provided by our ministry of finance that allows to sent a invoice to the client in PDF, is any possibility to include this database in de ZOHO system?
CREATOR Admin Name issue
Guys, I'm using Creator through Zoho One. In the Zoho One admin panel, I'm listed with my email address as Super Admin for the Creator app. Within Creator, however, I am listed in each app with my email address as admin (good) but with a different name
Reports Tab is gone
Hi, can you tell me where I can find the Reports tab/menu? It used to be in the ... section on the top menu and now it's gone. Thanks, Elie
Integration of ZOHO CRM, Gmail and Zoho Mail
Hello! Day after day Im finding Zoho to be the best decision in my business this year. Today I learned about functions of Zoho Mail. So I was super excited that with zoho mail I managed to set my unique email with my own domain. Without even paying. Now
Hide view count on published writer document
When I share/publish a document to the web it generates a URL. When clicked, it show the document, but there is a view could at the top of the web page. How can I hide the view count. It counts my views as the creator and by the time my customer sees it, it could have 5+ views. I just want to remove that, and optionally remove the read time as well. Published Document view of the top
Abrir link de zoho form recibido por correo sin estar logueado en zoho form
Saludos Proceso Creó una plantilla Que Una Vez Finalizado su Llenado (usuario 1) enviará automaticamente un Correo electrónico en el cual está el enlace que Lo direccionará al Formulario que deberá ser completado por la Persona (usuario 2) que recibe
In Zoho Projects is there a place to add client emails and correspondence to a project?
I'd like to have a place where I can have all email correspondence with clients so no matter who works on the project, they can know what has been discussed. I can upload an .eml file but it only shows as HTML code. I need to be able to shown the full
How to make mail?
Hi! I will try to make mail for my site but they are show error. How to make mail for my website, There is website Website
Not able to select "ON HOLD" as status type
Hi, When trying to change an existing status type or when creating a new status, we're not able to select the "ON HOLD" status type. Only "OPEN" and "CLOSED" are available. Is this a known issue? Best Regards, Daniel
Can a form in Creator access/alter data from Inventory
I am trying to set up an inventory check-out system for our employees when they pull materials from our internal inventory for their department. I am trying to figure out if there is a way to allow Zoho Creator to access Zoho Inventory and deduct the
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