Function
I want all the contact Information of an account record to copy over to a Module I have made called Risk Cost Assessments. So i have a look up field in accounts that will link the two together if an account orders a rebuild cost assessment. What i was
New look, improved usability, and more: the exclusive Zoho Sheet app for iOS and iPadOS
We are constantly working on improving the Sheet mobile app and its usability in terms of speed, design, features, and overall performance. With these aspects in mind, we are excited to announce an exclusive Zoho Sheet app for iOS and iPadOS that will
How can I understand the recurring tickets for a specific issue?
Hi guys, I just want to learn that how I can clarify the recurring problems for a specific issue. Let's say, we resolve an issue as ticket number 1 and closed the ticket. After a while, the customer created another ticket(number 2) and it is about the
Function Needed: Parse Webhook Payload Variable (Full Name to First and Last)
Hey there! I'm working with a client who has "Full Name" fields everywhere on his site. These are generally the best practice as it's culturally sensitive. We need to parse data from an incoming webhook variable "Full Name" into First Name and Last Name
Notebook Mobile App
When opening and signing into the notebook mobile app it takes me to the Google Chrome Browser which I do not use. My default browser is Firefox, so how can I use the mobile app with firefox??
Multiple Notebook sign ins
I had notebook installed on a number of PCs, phones and tablets at home, but I only used one at a time. Recently I received a message telling me I had too many notebooks signed in and requested I remove some. 1.. How many devices can I have left signed
Leave Application Approver Settings In Zoho People
Hi, I have some query regarding the zoho people Approval settings . In zoho people when our employee submit the leave application then without any further approval from manager and director the leave will be marked as paid leave in attendance module .
Tip 33 - User Management
When you're managing a large team, you tend to add many users to it. Assigning these users to multiple projects and sprints is taxing after a point. Here are some tricks that would simplify this process. The All Users section under Manage Users in Setup
Flow - Creator Field can't map to CRM Contact Lookup Field
Is it not possible for a Flow/Creator field to be mapped to a CRM lookup field? Showing field mapping in Flow > Creator Showing Integration field in Creator. All other data maps fine but the name field from Deal in CRM does not populate the look field
Workflow Rule -> Action of Email Notification is limited to 6 intervals
Hi, I have created a Workflow Rule to send a reminder to course participants 1 hour before the start of the weekly session. Example: A training course will run for 1 hour between 8-9 pm every Monday for 12 weeks (total of 12 sessions). Ref the attached
Zoho Desk - reply window - font not showing, text is invisible.
Hi, I use Safari 14.0.3 on Mac OSX 11.2.3 - recently, within the past week or so, the reply window in Zoho Desk, appears to have a styling issue. The cursor moves when I type, and if I select text in it, I can see the outline of the block of text, but
Apply workflow rules to existing tickets
Hello, In Desk, after creating a workflow rule, is there a way to apply it to all existing tickets? Use case: adding a rule to automatically put into spam all tickets marked as Spam by our emai system (subject begins with a spam label). Then I want to
Geo localization on maps of any ticket
Hello Zoho, a customer's asking if there is the possibility to have a geo map (Google Maps style) to view where are the tickets (address based). I think that there is not this features, and I see that on Marketplace too there is any app. Some idea?
Can I have a Contact associated to multiple Accounts?
Hi, In my company we often have Contacts that need to be associated with several Accounts. Currently, this doesn't seem to be possible: as soon as you assign a Contact to a new Account, it removes it from the previous Account it was associated with. Is
Automatic draft save
Hello, Is this possible to implement a feature as an automatic draft save, especially when we are conducting interviews (during a General review for example). It would help us not loosing any data. Thanks Olivier
Zoho Connect network account!
Hi, I got the following notification: 'Zoho Connect network, VirtualOffice associated with this email address hasn't been active for a while now.' I am not sure what is Zoho connect network as I am primarily using the Zoho mail, can you please explain?
Full Screen button stopped working
I submitted a ticket for this on March 11th and it's still not resolved. The fullscreen button suddenly stopped working. When hovering over the icon it says "Normal View" and clicking the icon does nothing. Is anyone else having or had this issue? I
Is there a new CRM Interface / UI on the Horizon?
Staring at CRM all day, nothing "Pops." Would be nice to have updated, modern looking UI / interface. Is this on the horizon? I've seen this topic addressed previously. In a perfect world, we could also change the way layouts are displayed based on record types. i.e., IF it is a Potential of Type "A" - it would display a certain way with certain fields. Or certain fields could be highlighted. You get the picture.... Thanks!
"The data you have entered already exists" when trying to add my domain from New panel
Hell There, i tried to add my domain pop9ja.com to my account, but its showing this error, have tried multiple times, but no solution.. please help
Custom trial period for plan not working when creating subscription through API
I'm trying to set a custom trial period when creating subscription using API (POST /subscriptions) This is my payload: 'customer_id' => 'xxxxxxx', 'plan' => [ 'plan_code' => 'xxxxx', 'setup_fee'
Massive mailing zoho sign
Hi, I have the professional version of zoho and have installed the integration with zoho sign. I create, by zoho sign, a template containing the employment contract to be signed by new employees. I would like to know how to send a mass mails containing
FInd & Replace
Does ZOHO have a feature such as FIND & REPLACE, similar to WORD ? Search for a specific word or phrase and Replace it with a new word, spelling or phrase? Something in Bulk Edit. In Creator
Outbound Email Issue
Anyone else experiencing this over the last hour? My incoming email is working but my outbound email is not showing on the dashboard. It is not just a reporting delay issue as I emailed myself to test and I didn't receive. Outgoing is hung up or delayed.
Bi-directional communication with SAP
Good day, Where can I find documentation on an API / process to allow bi-directional communication between Creator and our SAP implementation? Regards, Jason
Help with Shopify to Zoho Inventory product/item pricing updates needed
We are researching an issue for a client where they need to switch all of their Shopify products as Include all Taxes. But, when this switched over they want to increase the prices in Shopify to adjust for the tax that will be taken off each product
Incoming emails delayed up to one hour
We are receiving emails almost exactly one hour after they have been sent.
Automation Workflow between Zoho Sales IQ and Zoho CRM
Hello, I am trying to set up a workflow between salesiq and Zoho CRM. Every lead in CRM has a "Visits - Zoho SalesIQ" related submodule that is actually managed by SalesIQ. Under that "Visits - Zoho SalesIQ", as soon as the visitor finishes a visit,
Zoho Creator Published Form on Wordpress Page
Hello folks, I tried to embedd a published form from Zoho creator over iframe and with the permalink into my wordpress page but the form isn´t displayed. The frame is loading and says: creatorapp.zohopublic.com has refused the connection. Tried also over
How to do Issue Type x Month
I'm not very experienced at creating views and reports - I think I need to find training materials, but I haven't been able to find them! Right now I want to do something that seems obvious: create a report with a column for each month (or week or day),
Retrieving files from a User who has left the organisation
How do I get files from an ex-User folder as a super admin on Work Drive. Many Thanks
Direct link from other system
Hello Support team, We are using a Call center sw solutions en we like to make a link-field in the call center software which direclty links to the right contact within ZOHO CRM. Can you explain me how to do this? Thanks, Peter
Read Receipt Setting?
Is there a setting I can select so all my emails have read receipts? Thanks!
Save PDF Record Template to 'File Upload' Field in Form
CONTEXT I have a Record Template that is used as a donation receipt. As a non-profit charity, it is essential that we have an original copy of the receipt. Yet, the template itself will change slightly every year. For this reason, it is important that
Get Image URL - Can't get it working
I tried to get the Image URL from a field by: https://creatorexport.zoho.com/xappuser/xapp/Orders_Report1/Scan/image/13404324386_Scan.jpg Where /Scan/ is the Image field link name. What is the right URL scheme to use?
No responses from Zoho partners - need Zoho support
I have been trying to find a Zoho partner who works with small non-profits. I've contacted several from Zoho's partner page and have not received a single response. I even sent a note to one of the local user group contacts and did not get a response
How to delete a non-working account ?
Hello. I have an account that I do not use due to the fact that I forgot my password and e-mail is also forgotten and most likely not working. I only remember the phone number - 953 *** ** ** How do I delete this account?
Does Zoho sell contact information?
Ever since I put my new Zoho-Site online I am receiving a lot of emails from people (from India) trying to sell their SEO services and other unwanted mails. It gives very strongly the impression that Zoho might be selling my contact information to 3rd
Sales Order shows completed/fulfilled but no package/shipment ever created
I have 2 examples of this happening now, and it's very worrying as our back office now has to comb over every single order and cannot trust the dashboard for order status. The Sales order shows nothing in the history that the status was changed by the
New in Zoho Recruit - Custom Portal
Custom Portals in Recruit are designed for administrators to extend Recruit access to their clients, contacts and Candidates. A portal user can access the modules and some of the associated data, such as job openings, candidates, and interviews that are
Calculator in Input Form
In Quickbooks (desktop, at least), when one is entering a number in the register or any other input, you can do mathematical operations (e.g. adding, subtracting, multiplying, dividing), and upon pressing enter, the final result is put into the form.
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