Hyperlinks not working for viewer during a broadcast
The hyperlinks are not working for the viewer during my broadcast. When the viewer hovers over the hyperlink their mouse shows a little hand implying that it knows there is a hyperlink but clicking on the hyperlink does nothing. However, hyperlinks work
Ticket Followers automatically set to Account Owner in CRM
I'd like for the Account Owners in CRM to be set as Desk Ticket followers for tickets that come in for their Accounts. Is there a way to do this?
Workflow Triggers via Zoho Forms Integration with Zoho CRM and Zoho Campaign
A little bit of background: I am using Zoho CRM with the obvious intention of seamlessly integrating our CRM/Sales with automated marketing. Unfortunately, the forms feature within Zoho Campaign (and CRM) are very limiting. So, we opted to also purchase a license for Zoho Forms. The problem is that Zoho Forms only integrates with one application, and we have chosen to integrate it with CRM — as that's most important when dealing with contact forms. But we're running into an issue when trying to create
Sending email with attachment "On Success"
Hi Zoho, I have a form that include uploading the file. Under some criteria, I would like to send the file as an attachment in email upon "On Validate" on form submitting. Since there is option to attach file only on schedule, this is my temporary solution, but would really like to be able to make it using the "On Validate" (both to shorten the lag and to be able to use the .old variables). Please let me know when this will be available. Thanks Ravid
receivable statement with unused credit
We are unable to generate a receivable /payable report where we can get unpaid invoices/bills with unused credits. It happens many times that we have to keep unused credit without matching it against invoice/bill until full and final settlement. Tally
Blocked due to uspicious login activity
Hi! I've read some users having the same issue. I logged in from another country and I got blocked. Could you help me get in again? Thanks in advance!
Invalid value passed for Email Address
Trying to use "+" in the email address while creating a contact with contact person in the create contacts API, I am getting { code: 2, message: 'Invalid value passed for Email Address' } example - email: test+test@test.com https://www.zoho.com/books/api/v3/#Contacts_Create_a_Contact
How can I customize the Home Page that viewers see in Showtime?
Our current home page for Showtime is so bland. It does not go with rest of the website. How can we customize the look and feel so that it goes with rest of the site? Thanks,
Page editor frozen
Hello community, I hope you are very well. I´m having a problem a problem with my apps. I have a form with a few records, and I am trying to make a page with some indicators, so I went to the page editor, i took the "New Employees this month" Panel from
Gauge or Speedometer Reporting Chart Option
Any chance we might soon be able to use a gauge or speedometer chart option. Like the following: Thanks, Thomas
Contact role questions
Hi all, I have a deals module and inside of it there is a Subform "Contact Roles". 1) How do I query Contact Roles in deluge? for eg like getContacts = zoho.crm.getRelatedxxxxxx 2) Can I add another column to Contact Roles? If possible, how?
Tagging permissions in CRM Mobile App
Hi there, We added two new users within previously created roles. These new users are not visible for tagging in ZOHO CRM Mobile App. They cannot be tagged and they cannot tag others. Just these two new users. The other ones can. What may be causing this
Pregunta a los Expertos #2: adéntrate en las funcionalidades CRM 2020 junto a nuestros expertos
Pregunta a los expertos #2: Funcionalidades de Zoho CRM 2020 ¡Hola, comunidad! Hoy recuperamos una de las series más conocidas en Zoho Community: Ask the Experts, o Pregunta a los Expertos en español. Pregunta a los Expertos es un evento realizado desde
Using Zoho for Receipt Capture
Is anyone using Expense for receipt capture of non-reimbursable expenses? We want to make it easy for our staff with company cards to be able to self-categorize and capture receipts. Expense does a great job of reimbursable expenses, but I’m curious what
Zoho People Trigger Zoho Flow when someone updates their profile via the self-service form
Hi I am trying to trigger a zoho flow when someone updates their profile in the self-service form. Is there an option for that... i tried employee ..did not work.
IP blacklist
Hello we can t send emails from this ip: 54.171.70.44 anymore. This ip is not on blacklist do you block this IP? Please help thanks
Announcing IMPORTRANGE and cross-spreadsheet linking in Zoho Sheet
We are pleased to announce the much-requested IMPORTRANGE function in Zoho Sheet. With this function, you can now link or refer to cell ranges across spreadsheets in an instant. Refer across spreadsheets You can use IMPORTRANGE just like any other predefined function in Zoho Sheet. Start with an equal sign, select the function, and fill in the parameters. For this function, the source spreadsheet link and the desired cell range to import are given as input. Once you allow access to the source
Community Digest: un resumen de marzo de 2021
Community Digest marzo de 2021 ¡Hola, comunidad! Este mes, entre otros, hemos podido asistir al primer meet-up virtual de Español Zoho Community; empezado nuevas conversaciones; continuado con temas y debates existentes; y aprendido sobre nuestras aplicaciones
Child record not found
Hi, I am trying to migrate all Contacts, Accounts, Deals, Invoices, Invoice line item. I have create csv files for all the modules long with Product & Users. While migrating all the modules data I am getting success till Deal module but the moment migration
Zoho Inventory: item pictures not shown in pdf view and pdf print on orders (PO and SO)
All, we add pictures to items (jpg, png) which are nicely shown on the item page. When we add such an item to a purchase order and/or a sales order we see the pciture in the normal view but not when we enable the "shows as PDF": also when we print the
Tips and Tricks #47: Four types of Fill styles you can use in Show
Hi Everyone! To add visual elements to our presentations, we often add shapes and apply a color fill, to match the presentation theme colors. Likewise, we apply a background to a slide to reflect our brand color, eliminate the white space, or accentuate
Communicating with outside organisations and customers in the same ticket?
Hello, I was wondering if someone could help me with this. It's been on my mind for a while but I've not started to look into it until now. We've just been looking at migrating one of our customers over to a new service. This service is run by an external
Sync users from active directory or azure active directory
I have SAML setup for my Help Center Users to easily log in, they log in in Help Center automatically due to the SAML integration it creates a user account but it only pulls username and email. I'm looking for a way to sync my end user information from either our Azure Active Directory or on-prem Active Directory automatically. I'd love to sync full name, phone, department etc if possible. I see there's some AD sync tools for other Zoho products but can't find one specifically for Desk. Any
Custom Module - Creating report and chart to display totals against target
I have created a custom module (trying to do this in custom module rather than Creator) for the sales team to log monthly data for sending some invitations to events we run. It's not a complicated form, but I am unable to create a chart from a report
5 Email Templates and Tips to Strengthen Your Follow-up Game
Finding leads but not customers? This post is going to cover the following points on what you can do to turn this around: Why should you send follow-up emails? Mistakes to avoid while sending follow-up emails - Without value
Community Digest - Un résumé du mois de mars 2021
Bonjour à tous, Un nouveau mois se termine sur Community et pas des moindres ! Le mois de mars a marqué le premier événement de cette année 2021 : notre MeetUp pour découvrir les bases du CRM. Cet échange plus interactif qu'un webinaire permet aux différents
Zoho Mail Desktop App stuck on loading screen
Hi, I had been using Zoho Mail App for PC for 3-4 weeks and it had been working smoothly. However, for last 2-3 days, it has been stuck on "Loading App... <emailaddress>" screen and doesn't move beyond it. I have tried uninstalling and re-installing the
How to import product names from Zoho CRM to Zoho Campaigns
Hi, I am creating an email campaign in Zoho campaigns that goes out to users who have downloaded a free trial of our software. I want to be able to insert the name of the product they are trialling as a merge tag. In our Zoho CRM I can see that we have
No recibo emails
Hola, que tal No estamos recibiendo emails, y no sabemos porque. Nos pueden ayudar? Gracias
Single Checkbox for "I Agree" or Newsletter Subscription
I would appreciate a single check-box form element (Boolean). Possible applications for this element are - newsletter subscriptions - indicating agreement to terms and conditions - indicating visitor has read required reading - and more I understand the same result can be achieved with a select element with yes/no values, but I still believe a single check-box option would be advantageous to many Zoho users.
Instagram Tagging in Social
Hi there, we haver just started trialing Social for posting to our company's social media account but I can't seem to tag Instagram accounts. As we produce content for clients, this is very important to us. Is this an option? Please advise.
Campaign bounce status to be found in CRM
I have a question about finding Campaign Bounces in CRM. I have enabled the "Update Campaign member status in CRM" option on Campaign. However when I use the filter 'Member Status is bounced' on CRM, it does not capture all of the leads that have a 'bounced'
Knowledgebase not showing in Zoho Desk
When I log into zoho desk I don't see the knowledgebase "help center" menu navigation. See attached.
Zoho keeps adding 23% Tax no matter what
Hello! When I create a quote it shows me the list price etc. It is important to me that all of the quotes show amounts without tax for easier calculations. For some reason zoho automatically calculates taxes even tho I have tax set to 0: Product info:
Track support hours remaining
There's probably 10 ways to do this, ideally there's at least one that will work for us. We have CRM and Desk linked. We sell support hours in advance. Ideally we enter the amount of hours or a dollar amount (or it's pulled from invoices) in Zoho CRM
Cannot send mail - 'root certificate invalid'
Suddenly (yesterday) I lost the ability to send mail from my 'phone. Everything still works OK on the desktop though. The error is 'root certificate invalid'. Presumably it got corrupted or something - how can I regenerate and reinstall it on the
redirect errors to home
Hello, I have mapped an old domain to zoho crm and now many old pages are giving an error (403 error) because they do not exist anymore. I tried to use the 301 tool but it does not work (see for example www.torinoinchat.com/framechat.asp. I would like to redirect these pages to the home, is possible in some way to redirect all 403 error to the home? Thank you
Zoho campaigns - getting account info as well as contact
Hi there, I have been using oho campaigns to market to my contact base. The frustrating thing is, when I download a CSV of who has opened and engaged with my content, there doesn't appear to be a way for me to see which Account the contact is connected
Tax Rate and Tax Amount
Hi, I only want the tax rate to appear in the item table. However, if i select the tax rate without the tax amount, it does not appear. I have to select both for the tax rate to appear. Note: I want the total amount to include tax. Thanks. Below is
Create ticket, upload images and text for each customer using Python, Golang or other scripting language?
Hi Everyone! Can you please tell me where I can obtain some documentation or an example of how I can create ticket, upload images and text for each assigned customer within ZohoDesk? Thank you for your time. Below is a small snippet of doing this process
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