Modify sidebar
Hi, have just imported my blog from Blogger and selected a theme. All is going well except I cannot make any modifications to the sidebar. It's showing tags of which I have several hundred so makes the page exceptionally long. Would also like to modify the sidebar to put a Twitter feed in there. How can I modify the sidebar? Thanks
Durée du Webinar 45 mins au lieu de 30 mins, comment faire ? HELP
Bonjour, Nous souhaitons organiser un Webinar, cependant celui ci doit durer 45 mins et cette option n'est pas disponible lors du choix de l'horaire et de la durée du Webinar (les options étant uniqument 30 mins ou 1h). Quelles sont les alternatives
Zoho Meeting Updates | Recurring webinars, Q&A enhancements, and security improvements
Hello there! We at Zoho Meeting are continually striving to improve our product based on your feedback. Thanks to you, we're rolling out new updates designed to fit your needs. Here's what we've been working on lately: Recurring webinars Worried about manually scheduling
Merging Timesheets Together
hello, i was wondering if it was possible to merge all the hours clocked into the time sheet of all the employees of one project into an excel sheet or invoice.
Syncing Notes for Accounts and Opportunities
Hi all, is there a way to sync the notes across Accounts and Opportunities? why wouldn't notes propogate across all related modules?
Permissions: Remove Ability to Create Duplicate Record
I would like to remove the "Duplicate" option within permissions for a user, but I'm not seeing that anywhere. Thanks.
Programmer/Developer Needed To Customize Potential Flow to the photo attached.
Auto arrange blueprint like in Flow
The process builder in Flow has a button that automatically arranges the steps in the process in a neat and tidy way. Please consider adding a similar feature in blueprints. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner
Connectivity with SAP BW BEx Queries
Dear Zoho Analytics Team, SAP BW is an Enterprise Warehouse in SAP ERP and we have SAP Business Explorer (SAP BEx) tool to create reports on SAP BW. We can connect to SAP BEx queries using SAP Business Objects (BO), a reporting tool like Zoho Analytics.
CALENDAR RESOLUTION
I d like the resolution of the day calendar in zoho to be 5 minutes.
Spotlight 30: The virtual attendee experience in Zoho Backstage
In recent months, we’ve written quite a bit about how you can host virtual events with Backstage, from conducting virtual sessions and integrating with webcast services to virtual event networking and more. This time around, we thought we’d give you a
copy date from a custom module to related deals module
I'm trying to copy the value of a date field in a custom module (Finanzierungen) to a related records in another module using functions and this is the function I used: rec = zoho.crm.getRecordById("Finanzierungen",ID); resp = zoho.crm.getRelatedRecords("Immobilien
Is there a way to create a Contact from an Account, selectively copying over Account fields?
I want to add a Contact to an existing Account, and selectively copy over some of the fields -- at a minimum, the postal address(es) -- and, of course, fill in the Account name in lookup field of the Contact record. This is for one-off things (such as
Zoho People Newsletter - March 2021
Hello Everyone, Zoho People's latest newsletter is out now! Check out our March Newsletter to know all about our newest features, upcoming features, informative webinars, insightful blogs, eye-catching infographics, and many more! Click here to access
Lookup field data in Deluge
I have a workflow email with various field data ... when the field is a lookup from another form the email displays a code number eg 40540007788. How do I get it to display the actual field data from the lookup field rather than this number?
Create chart with html snippet
hi guys, is that possible that we can build a chart with html script? the page chart has quite alot of limitation like height is not adjustable and cant show figure in the chart other than howering the chart. pivot chart not in consideration as in it
Display LAST Order Sales Date
Hello Is it possible to supply a function for displaying the last date an Order was made "Order Paid"? Parameters: Orders is a custom module. Status field is a custom field. As soon as an order is made "Order Paid" on the Status field the date should
How do I build a Report that shows Activities x Contacts by Associated Campaign?
My colleague and I have been A/B testing two separate campaigns created in Zoho. Each campaign is associated by a specific Email subject line and a list of contacts. We called into those contacts over the past week, logging each activity in Zoho. I am
CRM Sync (Leads/Contacts) & Lists/Segments/Topics/Consent info
Hi there, in the case where synchronisation occurs between Zoho CRM to MarketingHub, I'm struggling to see / find out if belonging to certain mailing lists / segments / topics etc. should be done in CRM syncing back to MH, or whether that information
Problem joining cliq group calls
Hello, I have a moto g power, android 10. I used to be able to join cliq group calls, but last week I started having problems joining. I receive a notification for an incoming call, so I touch the join button. When I receive the next join option (shown
Bigin integration with Mailchimp
Hello, the problem is that only some of the contacts I have in Bigin get integrated in Mailchimp. The integration is set on All Contacts ("Tutti i Contatti" in italian version) as you can see in the screenshot attached. In Bigin I have 750 contacts and
No option available in zoho cliq mobile app to mark status as short break
In zoho cliq mobile app there is no option to mark status as 15 min or 30 min or 45 min break. Is this option only available in desktop version only currently ?
24hours instead of AM/PM
Dear Support, Is there any way to disable the executed time's AM/PM option. We want to us it 24 hours type. Thanks in advance.
【初心者の管理者さま向け 】Zoho CRM 初期設定トレーニングのご案内
みなさまこんにちは。今年もZoho Japan コミュニティをよろしくお願いいたします！ さて今回は、Zoho CRMを導入して1年以内の方を対象とした、「 Zoho CRM 管理者向けオンライントレーニング」のご案内です。 「Zoho CRM とりあえず導入したけど、どこから設定したら良いかわからない」「基本機能がいまいち理解できていない」など、コミュニティユーザーさまの中でも当てはまる方がいらっしゃいましたら、ぜひ参加をご検討ください。 ーーーーーZoho CRM オンライントレーニング 詳細ーーーーーーーーーーーーーーーーーーーー
Using SMTP to send mass emails using third party providers
I have a Zoho Mail Lite plan. I'm planning to use a third-party provider (woodpecker) to automate mass emails. Is there any sending limits that I have per day? If so, where can I view the current limit?
Update Quote Pricing
So currently we use both Books and CRM. From Books we create and update pricing of our items and sync to the CRM. We are trying to find out a way to create a button that would update the pricing on the products in the quote. The specific problem is: We create a quote on 11/1/19 that has 3 items on the quote. Then the customer comes back in 3/1/20 to check the pricing, our quotes are only valid for 60 days. Some prices might have been updated in items/products, but the only way to update the
How to integrate a database of vehicle models in CRM?
I use CRM to work as an insurance agent. I would like to use the vehicle model database. I wonder if it is possible to achieve it and I am looking for hints on how to get it or for a professional who would do such a task for me (I will need a possible
If & Else if not working
Hello, I have the below to run and need to return a result based on clients debt to equity ratio. I have a case where the record is returning -0.6 and it is picking up the highlighted result not the first one - how do we fix this? r360Info = zoho.crm.getRecordById("Client_Reporting",id);
Hide Description in Delivery Note Template
Hi, Is there any way to edit delivery note content? I want to hide the Description label. I use description label in the invoice to write personal notes for each items, which won't be showed to customer when printed. I have no problem with the invoice
Format "My Area" posts like "Community" posts -- or at least provide a link
When I create a post in any Community forum, I get email updates that direct me to the post in "My Area." Also, of course, going to My Area is the fastest way to find things I've posted before. But the posts in My Area leave a lot to be desired, because
Why lock a topic to prevent reasonable further replies?
https://help.zoho.com/portal/en/community/topic/does-search-on-this-forum-gave-a-filter-or-sort-function Hard to believe this forum does not have a sort or filter function. Hard to believe the issue needs to be forwarded to the product manager. Hard to
problem with character of emails sent
I'm having a character problem, when we send email using smtp, the characters that have an accent (Portuguese language - Brazil) are flawed.
Failed to authenticate on SMTP server using 3 possible authenticators
I am developing a laravel app to send emails using Zoho. I have set up an email with my own domain and followed the SMTP configurations below: return [ 'driver' => env('MAIL_DRIVER', 'smtp'), 'host' => env('MAIL_HOST', 'smtp.zoho.com'), 'port' => env('MAIL_PORT', 465), 'from' => ['address' => 'myemail@mydomain.com', 'name' => null], 'encryption' => env('MAIL_ENCRYPTION', 'ssl'), 'username' => "myemail@mydomain.com", 'password' => 'mypassword', 'sendmail' => '/usr/sbin/sendmail
Zoho Show borken shortcut/bookmark issue
Hi, We have setup a broadcast/published presentation to a central display, that several users can access via chrome to update in real time. We have setup shortcuts/bookmarks jumping straight to the slide in question to make things as easy as possible.
Subset Sum solution in Deluge
I'm trying to figure out how to implement a feature that requires the Subset Sum algorithm. Use case is pretty simple--processing a single customer payment against a subset of open invoices, but I don't know which specific invoices the customer payment
Query Parameter not working in Zoho Creator Page Configuration
Hi, I am trying to setup an Action to a Page panel using the Query Parameter option as show below. Test_AD is a field link name. Test is the field name. As shown from the corresponding Form below: As per the link here, we can query the report with a
DNS Record not Found
We are unable to receive emails and after troubleshooting, this is the outcome when queried using the mxtoolbox website: We did not find a DNS record published for this domain or hostname. Domain was registered on zoho and we have accessed the domain
Zoho MindMap
Hi, I find that Zoho is doing a great job in creating flexible online tools, however I noticed that MindMap software is not available in Zoho. Does MindMap is in the roadmap of Zoho? Regards, Senthil
Add more filters in community.
There are thousands of ideas, but only a keyword then general app filter. Please add filters based on status, contains, does not contain, ideas, most/least popular, etc. Otherwise with "next" it would take a month to go through what is there. This will
"Convert" button on the Leads page allows users to bypass my blueprint?
I have a blueprint set up to qualify leads and weed out the junk leads, etc., before allowing them to be converted to contacts. My attached screen cap shows that my lead is in a particular state, and the transitions available to it per my blueprint.
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