Invite link doesn’t work
Hi, I developer and i have a link from a client fro fix some issue in his website. But it's dont work. I attached a link with short video how it’s look like. https://www.loom.com/share/889df3b76f874f1cb566a4c9e345c9f3
Deluge insert row does not trigger "On add Row" Workflow
Hello, i have a Form with a Subform. On Load, i add some Rows to the Subform dynamicaly with: row = Meetings.People(); row.Selected="Bob"; input.People.insert(row); there is a Dropdown field in the Subform. On Add Row, i filled this Dropdown with: row.dropdown.add("Value1");
Field Navigation Order
Field Navigation Question. Is there a way to change to the field navigation order within Creator. I have a two column form and fields seem to tab or flow based on when I created the field instead of the natural flow order of the input fields, can I change this order to make it a more intuitive input flow for the users?
Zoho Books for Mexico
I want to know if Zoho Books is been used in Mexican companies, or if you have a contact in Mexico? Regards. Saulo Tapia
Create different custom Layouts in Project Level
The addition of the customization Layouts and Field for Projects and Tasks is very nice. It would be nicer if within Projects there was the capability of creating different Layouts. We use Zoho in different departments in my company, and sharing the "Custom fields" created in the Project Standard Layoutl is very confusing since we do different activities and we create different custom fields. We purchased the Zoho Project Enterprise package because of my company size, and now it feels to me that
Issue adding more e-mail addresses
Hello Support: 1. Currently in Zoho one paid plan with only one user paid: User A 2. Started to use Zoho mail as part of the Zoho One bundle (all included apps) 3. e-mail used to be hosted in GoDaddy - 6 email address in total (B, C, D, E, F) 4. no problem
Adding 2nd email account in Zoho Mail App (iOS)
I have two email addresses with Zoho, from different domains e.g. emal@domain1.com and email2@domain2.com When I log in to the app with the first email address, whic is my admin address for all my emails, then I click the Settings icon and click the "Add
Auto STAGE Update based on contact activity
I've about 20-30% conversion rate. I managed to create a workflow rule that once I send the offer and there is no activity on the deal for 2 weeks - deal stage automaticly changes to "No intrest, lost deal". I want to create a similar workflow rule for
Failure when import lookup field (custom module) in subform (default module)
Hi all. I'm trying to import subform data into Product module. The subform is multi lookup from another Single Product (custom module). System notice with successful import but the subform is not mapped, right? Please help me to take a look, you can test
Epics is now available in the Zoho Sprints iOS app
Hello All, In the latest version (v1.2) of the Zoho Sprints iOS app, we have brought in support for the Epics module. You will now be able to perform the following actions in the app: View active and archived epics View Epic details Search Epic items
Notification email exclude empty fields
Hi I want to sent the email notification with submission details, but need to exclude empty fields. I can only work out how to do it with the PDF attachement. Why can't we do it with fields? David
How to copy data from multi select to picklist.
I have a list of products which i want to copy from multi select to picklist field. how can i do that other than doing manually for such a large data.
Function To trigger tasks 2 days after the date on the follow update field
Hey guys! can you help us, we want a function to trigger a workflow 2 days after the date added on the follow up date field, in the lead modules, or is there any other way to do that?
Custom field to check if lead was created during business hours
Hi, I'm a bit new to Zoho, but not to CRM systems. I'm trying to create a formula field in Zoho that would result in a boolean value and would tell me if the lead was created during business hours or outside of them. One of my main issues is trying to
Report Condensing
As I start a new financial year for a dashboard tracker, i'd like to only show the last previous 3 months as I add the new year. Is there a best way to show this without creating a new dashboard? Thnaks
Email from Template, Triggered by Custom Button
In the Deals module of CRM, we use a button with a custom function to create and associate a new Zoho Project when our sales team sends a Quote Request to our engineering team. As an additional step to this process, I would like to have an email sent to the assigned Projects user, based on a email template we have in the CRM system. Any thoughts on best way to trigger this? Can an email from a template be initiated using additional deluge coding or is there another way? I tried looking at Blueprint
Introducing Avaya, Typeform, ShippingChimp, Magento and 11 more extensions for Zoho Desk
Deliver stellar customer service and win customer loyalty with Zoho Desk. Here's a list of all new extensions for Zoho Desk released in the first quarter of 2021. Connect your favourite business apps with Zoho Desk in a snap without writing a single-line
Email Marketing - Zoho Campaigns Integration
Dear developers, In order to keep our past subscribers up to date with our products and services, we need to be able to keep a database with the customers that are no longer subscribed to our plans. It would be great if we can integrate Zoho Campaigns with the "no-longer-subscribers" customer list. Is there any way to achieve this (maybe using Flow?)? Are there any plans for integrating Zoho Campaigns with Zoho Subscriptions? Best, Nagore
What's new in Zoho Cliq - Feb/March 2021
Hey Everyone, Here are some noteworthy and useful updates that you do not want to miss out on. The all new navigation sidebar The upgraded navigation sidebar in Cliq prioritizes your ease for accessibility. It allows you to collaborate and communicate
Composite Item Bundling - Use Default Recipe in API and Import
Right now, when composite item bundles are to be entered via API or import, it is required to also list the associate items consumed as part of this process, even if we just want to follow the recipe / BOM / list of associate items and labor that are
Run a report on attachments attched to potentials
Hi All, I am wondering if it is possible to create a report relating to whether a potential has an attachment or not. As part of our sales process our we need to create a value analysis for our customer (spreadsheet) we can then attach this to the potential
Zoho Desk Inaccessible
I have administrative privileges and I can not even seem to log in to our domain? https://classroom.optimi.co.za/support/optimiclassroom/ShowHomePage.do Please can you assist?
Unable to edit Email template for shared ticket notification
When a ticket is shared between departments, i would like to edit the email template for shared ticket Email notification.
Where do I find the Hex color code for the default chart themes?
Hi As it's not possible to change the colors in the charts, I want to add identical colouring to the numbers (on Panels) below, but I can't find the Hex values anywhere. Can someone point me in the right direction please? Karen
Indtagram Publishing
I cannot publish posts on Instagram from past one week. I have admin rights to publish content on Instagram pages but still the scheduled posts go to unpublished section and even on retrying the posts are not being published.
Server
Is Zoho could work/run with own server? or just on cloud? Thanks
APAC Online Workshops - Portals To Improve Engagement With Your Partners & Customers
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
How to add discount approval proccess for Estimate in CRM
Dear All, After we do integration of Zoho CRM and Book , the estimate is controlled by Zoho Book. We would like to have approval if the staff makes discount in Estimate : such as : 5-10% discount : need team leader to approve >10%
Zoho Authtokens to be expired and its impact on Deluge
Hello everyone, We hope you are aware that we have stopped new authtoken generation throughout the Zoho suite. Following this, in order to thoroughly move to OAuth authentication, we are now intending to stop the working of existing Zoho authtokens. On
App Spotlight: LinkPort for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. LinkPort for Zoho CRM 4 out of 5 LinkedIn members drive business decisions. It’s the perfect platform for prospecting, and LinkPort makes
【4/21(水)〜4/23(金) 】管理者向けZoho CRM トレーニングのご案内
こちら、定員20名に達したため、申し込みを締め切らせていただきました。（2021/4/14） 来月以降も開催予定です。開催日が近くなりましたら、お知らせします！ Zoho CRM を導入して間もない方や、基本機能を振り返りたい管理者におすすめの Zoho CRM オンライントレーニングのご案内です。 初期設定を一緒に行うハンズオンをはじめ、 レポート作成・項目のカスタマイズ・他Zoho サービスと連携してできることなど、一通りの機能をデモを交えてお見せします。 コミュニティユーザーさまの中でもご興味のある方がいらっしゃれば、ぜひ参加をご検討ください！
Mail Name Did not Change
Hello, Company Handover this Account to me, Previous Employee Mail Name did not Change, When I Send a Mail to Other in their inbox the name Remains Same, Pls Help me for this. I have Tried all the Option, Even my Account Display Name is Correct, but the Problem is Name is not Appears when I send a Mail to Others.
Unable to view / download any files !!!! Urgent !!!!
Hi team, My zoho email account info@bakebe.com is unable to download / view any type of files , we try to fix by right click ''inspect'' and clean ''console'' etc but not working. Already sent email to support zoho email but no respond. We have a lot
Price increases
Very disappointed to see such a large price incease (21%) at a time when many businesses are suffering. Why not smaller price increases?
Searching using API
Hi Can you tell me how do you perform a search, using the API over a set of records in ZOHO Books. For example I want to search all Journals that have been modified over a certain date period. All I can see from the API docs is you can get all the journals,
Problem with Cliq displaying MMS photos
Hello, I'm currently using Zoho Flow to send MMS messages from phone numbers from Flowroute to Cliq. The problem is that Flowroute doesn't provide a direct link the the jpeg file. Instead, they send a link that gets hashed by an Amazon AWS server, which
Zoho Inventory Community Digest February 2021 - a monthly rundown
Hello all! Hope you are all doing well as we get close to finishing the first quarter of 2021. This month, we have some cool feature updates and an amazing webinar to help you learn more about using artificial intelligence for managing transactions.
data import
Hello, I have a difficulty with data import to Creator. I have a sales form with a subform with sale details. As far as I know two excel sheets are needed to import data to Creator in such cases: - one for form fields, - the other with subform fields.
EXPORT AND IMPORT Composite Item
I NEED TO EXPORT COMPOSITE ITEMS, WHAT SOLUTION DO WE HAVE AVAILABLE, ALSO WANT TO AS IF WE CAN IMPORT COMPOSITE ITEMS
Pictures inside email content -> How to add them as attachments?
Hello! Sometimes my customers add pictures that are relevant to the deal inside the email content instead of adding them as attachments. This gives a headache when trying to find that one picture from one of 50 emails at the later stage. Is there a way
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