Tab Colors and New Currency Symbol of Indian Rupee
Zoho Sheet has recently added support for the following 2 new features: Tab Colors: Since last month, you can set a color to your worksheet tabs. Use colors to quickly identify/highlight specific worksheets or to group similar worksheets together. This option is available on the right click context menu of the worksheet tab. Add color to your worksheets! Indian Rupee Currency - New Symbol: The new Indian Rupee Symbol, ₹, is now supported in Zoho Sheet. This replaces the old "Rs." currency symbol
Zoho CRM Workflows - Beginner and Advanced Workflows Your Business Needs - FREE WEBINAR
Hello Everyone, Join us Tuesday, April 1, 2021, at 10 AM PST for our FREE webinar on Zoho CRM Workflows. We will cover both beginner and advanced workflows for Zoho CRM. There will be a live Q&A at the end as well. Click HERE to register. We look
Leads filtering by the topic of email
Hi all, I have a question regarding ability to filter leads by the topic of email or some other mark. Example: a lot of emails come from 1 email address. So they all get pinned to the very first lead that was created when the first email came through.
Recording Payment with service charge (not bank charge)
I have frustration on recording payment for invoice. So the process flow is I issue invoices, then customer pay to a payment platform called ExpressPay (Wechat Pay), then I have to manually record the payment. Meanwhile each payment cost 1.2% of the
Updates to Rates Not Pulling Over from Zoho Projects
Hi, discovered a problem with the Zoho Projects to Books integration involving billing rates for a project. If a users rate changes mid-project but the user has already been billed, the rate does not change via the integration to Zoho Books. This causes
Consumer trouble logging in
Customer is having issues logging in? Cookies have already been enabled in settings. How to proceed?
Zoho CRM New Module Entry not triggering anything in DeBug for custom module
Hi I'm trying to set up a Flow for a Zoho CRM New Module Entry in a custom CRM module. When I test it in DeBug nothing gets triggered, even though I can see the new entry in the module in question. Why would this be?
Custom Function into Workflow
Hello community! I am the CRM administrator of our small company. I customized the various modules and created workflows to automate some actions in the customer acquisition processes. I also use tags. When I convert a lead into a contact, it receives
How to handle multi currency or get rid of currency labels
So we know that multi-currency is NOT supported. Promised since 2007 (read earlier posts), but still not delivered 3 years later! Solution 1: Suppress Currency Symbol altogether? More frustrating is the fact that the currency field symbol cannot be suppressed
Auto-Update fields in Zoho CRM from a master spreadsheet
I have a master spreadsheet with over 900 clients (rows) and around 40 columns of data for each client with headers. These details change all the time, making it very hard work to change the spreadsheet and the CRM and our other platforms. I'm looking
FUNCTION NEEDED: Update formula field daily
Hey there! I have a situation with a client where they're calculating the number of days between a custom date field and today's date in a formula field on a contact record. The problem is that field doesn't update unless something else on the record
How do companies deal with unqualified leads?
Unless I'm missing something, the only options I have for negative leads that come into my pipeline is to: Delete them - this is not helpful if you want to track all data Mark as Closed - Lost - this would then make the closed lost section a mixture of
How to have pre-filled fileds based on dropdown option...
Hi, The first filed in my form is a dropdown and when users select a specific option, I would like the other fileds to be autoatically filled in based on the selection for the dropdown. E.g. booking form has select filed for 'type of booking' with options:
Zoho CRM - How to create a new Attachement List ?
Hello, On our Zoho crm we have a section called "Attachments" which allows us to upload and download files. We wish we can have another section that we may call "Other Attachments". Its aim would be to let us upload and download other files than the
"Organization is already integrated" when trying to integrate MH with Zoho CRM
I've disabled the sync between Campaigns and CRM from Campaigns (despite over a year ago reading that we'd eventually be able to sync Campaigns and Marketing Hub to CRM). So, there are no active syncs in Campaigns, but when I try to integrate / sync Marketing
The month that was at Zoho Workplace | February 2021
Dear community, Here's a round-up of all the features and updates across the Zoho Workplace suite last month: Reminders pane in Mail for quick access Tracking your reminders or wondering if and when you had set one is not something you should be doing.
2 email accounts
I have one question, i can Pay only for 2 email accounts in Zoho?
How to deactivate the Zoho portal ?
Hi, I never subscribed to Zoho Portal services and now I received 2 emails. I already opened a topic about the 1st one to ask how to deactivate it but nobody posted a single answer. I updated the thread, but nothing yet. I received today an email telling
Zoho Sign - Recruiter automatically add fields
We use Zoho Sign and Recruit. Is it possible for Zoho Sign to take fields from the candidate profile from Recruit and automatically add the input to Zoho Sign? Like the candidate name, birthday etc? We don't want to fill it in twice.
Mudei meu servidor DNS e não estou recebendo email de de quem usa provedor hostgator, outros provedores recebo normal
Mudei meu servidor DNS e não estou recebendo email de quem usa provedor hostgator, outros provedores recebo normal. Estou usando os DNS do Registro.br e após a mudança que me manda email e que seja do provedor Hostgator a messsagem está voltando, segue
Cookies that record whether you've been shown a pop-up form
Just an FYI... Further to my message about "How do you stop ZMH recognising you during testing?"... If you delete the cookies that contain "maill" (that's mail with an extra l) ZMH forgets that you've looked at the pages that prompt a pop-up to appear.
Accounts module has two sections for contacts
Is there a reason why the accounts module would list the same contacts in two different sections? Im wondering if we customized the page and unknowingly created two views of the same contacts. Thanks much
Be able to sort tasks in the Backlog
When we want to set Task, Story, etc. from the Backlog to create a new Sprint. We only have the option to « Item type ascending ». That search is very basic and limited, you can't even look by status, custom field, etc. What would be needed is something like Zoho Project use. This would help so much.
ZOHO using experience
Hi all! We are looking for some live companies who work with ZOHO CRM to make a feedback before we finally choose this instrument! Please write me back if you use ZOHO CRM here in topic! We will be glad to see honest live feedback about user experience
Easily distinguish between clients and prospects in the Accounts module
In Zoho CRM, once a Lead reaches the point where it is qualified it is converted into a Deal (we use the term "prospect"). At that point, an Account record is created for the prospect. The only trouble is, the Accounts module contains our clients (i.e.
Why am I being asked to create passwords to download my attachments?
Why am I being asked to create passwords to download my attachments? Is there a way to go back and not have to create passwords to downlaod my attachments?
Potential view: possible to get emails associated with all Contact Roles?
I'm able to view only emails sent to the primary contact for a particular Potential (the one listed under " Contact Name" ), but send emails to all people with Contact Roles associated with that potential. Is it possible to get a view of all emails associated
Syncing Office 365 Email Account to ZOHO CRM for Record Keeping - What to do when employee leaves?
Hello, We have out staff Office 365 email accounts synced to ZOHO CRM. When staff send an email, it links it to the client account in ZOHO CRM. This is great for allowing there to be a full record of all client communication listed onto the CRM account,
Candidate Portal - Can We Change The Order of Fields in the Application Form?
Hey guys, The candidate application form has fields in an order of: first name email last name Which is really annoying for users, I can't seem to be able to re-order them to be: first name last name email Is this possible?
Open roadmap with user cocreation
Hi Zoho Have been a Zoho One admin for some years now, got onboard just when One launched The apps and intergrations are abolutely amazing and we constantly add new productivity boosters and survey the updates brought from the team. It can however be
Tasks in Zoho Mail are not emailing reminders
Just noticed Tasks are no longer emailing reminders when we tell it to. Tested on the client and the browser versions. Notifications still work, but emails reminders do not. Also, the task times are changing on their own.
Is a MarketingHub plugin available for CMSs other than WordPress?
Can you use MarketingHub with websites that are built on something other than WordPress?
Mandatory invoice field not showing in API names - Product_Details
I have created a function that creates a map with various standard invoice fields: mp = Map(); mp.put("Subject","Example Invoice Subject"); mp.put("Invoice_Date",(zoho.currentdate).toString("dd/MM/yyyy")); mp.put("Due_Date",(zoho.currentdate).addDay(1).toString("dd/MM/yyyy"));
Creating alerts and escalations before SLA violated
Hi guys, I kindly wanted to ask how I can create alerts before SLA violations. I also want to escalate it to upper levels. Here's the example scenario: I have 3 hours SLA for the first response time and 12 hours SLA for resolution time. My ticket is
Can I add more fields to an end-user profile?
Hello We're currently only using Zoho Desk for ticket-management and Knowledgebase. We currently don't have any login requirement for our Knowledgebase at all. I'm now experimenting with perhaps using the forum or login capabilities of Zoho Desk, but
Cannot view or download attachments.
Since this morning I have been unable to download or view any attachments using the web viewer, when trying to preview an attachment the backend server seemingly doesn't respond: zmdownload-accl.zoho.com didn’t send any data. When viewed using the android
Vuelven los meet-ups (virtuales) de Español Zoho Community
Meet-ups Virtuales de Grupos de Usuario Zoho - Marzo de 2021 ¡Hola, comunidad! Me alegra anunciaros que, tras un año desde nuestra última serie de meet-ups, volvemos con nuevos meet-ups virtuales para España. En esta ocasión, disfrutaremos de una sesión
TBD Value for List Price for Products
When we quote certain products for projects our team is working on, we often have a later TBD cost that we need the customer to know they will later be charged for the product/service. We don't want to list it as Zero, but it would be helpful if we could
Link Survey using the google form
Can you help me? I want a survey link when the ticket is closed. the survey link using the google form, is it possible?
What are the usernames?
Hi there: I have set up a new account for a new business we have. I then added two extra email accounts under that username. However, they cannot log in to Zoho because the system says they do not have a username. They cannot log in with the email addresses I have created on Zoho Mail. How can I create usernames for them? Best regards, Jack
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