Cliq is slow on web client
Hello, I use Cliq for serveral years now but it seems to be really slow lately. Switching beetweens channels and conversations or closing them can take more than 5 seconds, during which the UI hangs. Same when I want to use some emojis, the popup takes
GDPR consent email - Urgent issue
I noticed there are a couple of consent templates available in Zoho Campaigns but I had hoped you would be able to let me know what the 'email consent' merge button actually does? It is my hope that it updates Zoho CRM by selecting 'email opt in' when someone clicks on 'i consent' in the body of the email. However, I've run a couple of tests and this does not appear to be the case - when you click 'i consent', it simply takes the contact to a thank you screen but can you tell me where this consent
Duplicate contacts
Can you please confirm that when I create a new mail list and import a list of contacts, will the 'duplicate contacts' i.e. those already on another list, still receive the campaign? Also does this apply to syncs?
I'd like to include an attachment link in a Zoho campaigns text campaign Can't we do that?
I'd like to include an attachment link in a Zoho campaigns text campaign Can't we do that? https://help.zoho.com/portal/en/kb/campaigns/user-guide/email-campaigns/personalize-campaign/articles/how-to-create-plain-text-campaign I can't find the tag.
filters
The filters function in ZOHO mail needs to be made easier. Gmail has the right idea, where you can select emails from a variety of senders and then have Gmail set up filters based on the selected senders (using OR, as in sender1 OR sender2 OR sender3 - etc. With the many people who send me email, there's no way I want to create filters for each of them. I need a way to batch-filter them. Please put this on the roadmap! Bal
"My Area" Ticket View - Comments in Reverse Order
Hello again community, Currently, users who look at tickets in their "My Area" section see comments posted in reverse-chronological order. This is fine for the agent view, but I have a request to have the order reversed specifically for the user view
Auto scan receipt uses wrong currency
Hi When I scan my receipt from the mobile app it scans the amount is USD not ZAR (South African Rands). ZAR is set as my organization currency. How do I get the receipts to scan as ZAR not USD? Thanks Andrew
Estimate Status - Add a closed or completed option
Estimate Status It would be good to add a closed or completed option for estimates. "Invoiced" is not enough as we can invoice for part of an estimate and it is not completed. Or maybe having the opportunity to customize the status. Thanks !
How to implement Oauth2 without User consent (only for backend use)
Hi, how are you? I'm trying to implement zoho subscriptions api to my server (node js) to read / write new products, plans, etc. But in my flow, i don't need any user consent... and i have some questions about the implementation. 1) I created a self client
Pop-up Window covers Search window
Hi there, When we open the search window, the suggestion pop-up covers the search window almost entirely. This pop-up window should be moved down to allow the search window to be visible. I saw a similar message from another user and the solution provided
Field Link Summary Page for Creator
Just an idea to have a page similar to the CRM's API reference page for Creator Forms. Large Forms require us to build the reference table ourselves for third party integrations. The script editor's suggestions in Creator are helpful, but there is no
Love the new "Customize network content" beta feature!
Zoho team, A shout out to you for introducing a way to customize a master message per platform specifications! I came from another provider who had it and although Zoho offers a greater ecosystem, this little feature was missing for me. So now, when I
Order Items on Email Template
Hi Team Zoho I was wondering if you have managed to add the functionality for Order Items to display on Email Templates? We have an Email Template we send out to our customers who request to pay by EFT/Bank Transfer. Some of these customers request to
CRM Client Portal
Is it possible to have a portal where a partner/reseller of our products can only see their customers deals, quotes, sales orders, invoices, etc.? Quotes, Sales Orders, Invoices would be created in Zoho Books. Example: Our partner - A1 Reseller A1 Reseller
Outlook Plugin Being Dropped
We have been users for just over a year now and have been able to get Zoho to really work for our business and help track leads and deals. We also use it very closely with Outlook. Some of the features we use very often are attaching emails to specific
Update or Assign Reporting Tags to Expenses Using API
Hi, Is there a way to assign Reporting tags to expense programmatically using tools like Zapier or Integromat. Seems like the Zoho Books API doesn't allow this but when creating expenses in Zoho Books manually, it is possible to choose a reporting tag
Drill Down
Dear Team, Am trying to add all columns as drill down path using below option while sharing link. It is not working. Added in individual reports also, but some random column names come as drill down option.
ZOHO_CRITERIA not working with LIKE
API is working fine pulling data when using ZOHO_CRITERIA as $critera = "column = 'value'". However, in the API docs, it says that you can pass any SQL WHERE arguments including LIKE statements, which are not working. $critera = "column LIKE '%val%'"
More control over Sales Order sub-status Grouping/Stacking
Hi guys, this is a suggestion I think would really make Zoho Books more streamlined. I'd like to see more control over the Sales Order sub-status. 1. It would be nice to group some under a stacked menu with a custom name. 2. Also, if it's a void-type custom status, it shouldn't only be select-able if the SO is first marked as Void. 3. Allow sorting for the stack and within the stack lol....I'm an ass I know. I don't expect such insignificant requests to be implemented anytime soon, but put it the
Zoho Writer Mail Merge - Create Merge Fields - Date Adjustment Not Working
In Zoho CRM Mail Merge Template, there is the option to Create Fields in Date format. I need the date that is displayed in the document to be the date from CRM (eg 31/12/2020) plus 6 months. So I put 6 months in the date adjustments. However, the result
Zoho CRM and MH contacts
Hi, I've set up a MH list that is synched to a view in ZohoCRM. The view is created by tagging a contact with the tag "Reactivate". I checked, and the list is sync'ing perfectly, including a few custom fields from the CRM. I have several questions: 1. If i remove the tag Reactivate from the contact from the CRM, (a) is the lead automatically removed from the MH list, and (b) from MH entirely (if they are not on any other HM list) 2. If I change a field on the MH lead, does that automatically sync
Can I get a notification when draft invoices are created?
Hi, I use the recurring invoice feature a lot and it creates draft invoices that I then check and send out. Is it possible to get a notification when a draft invoice is created? If not directly within the app will Zoho Flow do this when draft invoices
Découvrir la synchronisation Active Directory
Bonjour à tous, Dans cet article, nous allons découvrir comment vous pouvez synchroniser vos utilisateurs en masse depuis Active Directory. Active Directory (AD) est une banque de données pour les systèmes d'exploitation Windows, comprenant entre autres
How can I print a blank invoice for use on-site at clients?
Hello, I did this about a year ago when I printed an initial batch of invoice blanks, but after the new ZOHO invoice launched, I have a completely new company logo and need to print myself some new blank invoices. Someone told me how to do this in the old version through a support email, but since you now have to select a customer to save a draft, this old method does not work: Create a custom template with the template that you generally use for invoicing. Remove all the place holders in that template.
Zoho Social Workshop - Kickstart your social media marketing journey
Learn why social media marketing should be an integral part of your digital business journey in 2021 by using Zoho Social's integrated platform. Also, our experts will be available to answer any questions you may have on the subject. The workshop will
Lookup field conversion issue from Leads to Accounts and Contacts
Hi I have created a module called "School Assocation" in Zoho CRM. I created a lookup field in Lead for this module. I also created a similar lookup field to the same module (School Association) in Accounts and Deals. When I go to "Lead Conversion Mapping",
Import adres field
Hi, Just antoher question, i'm tryiing to import data from Excel but run into the adress field. I like the ZOHO adres field cause of it's map functions. In my Excel sheet i have columns "Street", "Zipcode" and "City". How do i import these into the ZOHO Adres field component? I can import them to a single line component but then i miss the map functions. Thanks Bart
Extension Pointers - JS SDK Series #8: Use the SearchRecord API in a widget to simplify business operations
Looking up relevant business information is easier when you have an internal search feature that targets certain keywords or phrases. Often times, this information will be worked with and manipulated to be useful for the current task the searcher is doing,
Add Columns to Invoice Template
Hi, I would like to know if its possible to add more columns to the Invoice Templates present in Zoho Invoice as below. Is there any other possible way to create custom columns? Even if it means to create an Invoice from scratch.
What's New in Zoho Subscriptions — May 2020
Hello Everyone, We hope you're safe in these trying times. COVID-19 has taken a toll on many businesses, and to show our support for our customers, Zoho has put together some relief measures to help businesses stay afloat. At Zoho, we're working from home, but this hasn't stopped us from updating Zoho Subscriptions with the features you need. Here's what's new for May: More Actions for Bulk Updating Subscriptions Save time when updating multiple subscriptions! The bulk update feature now lets you
how to reduce size of site in zoho
when I audit the site, find site speed is low because of this- "The transmitted volume of your HTML at 243 KB is extensive. It should be no more than 64 KB." so how can i reduce it.
ZOHO CRM: Number of records selection in list views removed
As a big surprise, the function "number of viewed records" in the list views was deleted. Can someone at ZOHO please give a vaild reason for removing that important functionality? Now since this funtion does not exist anymore, we can manually select and
How to check if a String has alphabets & numbers?
Hi, I would like to validate if a string has 4 alphabets and 6 numbers. For example: alphaNum = "BHGU789412" I would like to check if the user has entered 4 alphabets and 6 numbers in the above variable alphanum. Please let me know.
Can I find out when an email was deleted?
I have recovered the emails that were deleted over the last month, but is there a way to tell when an email was deleted? I need to know if it was deleted back when it came in, or if it was deleted last week. Thanks for any help
Pivoting a selected dataset at source itself
Hi Team, We have Query table for Pivoting a dataset. But we don't have a feature to Pivot the selected dataset at source file itself. In Tableau, we have the functionality to pivot the selected dataset at excel file itself. We can see Pivot option at
How to get a Column Series into Rows Series in a Chart
I have data like the below table. Years are as column headers corresponding to City. City 2010 2011 2012 2013 2014 2015 2016 Chennai 12.5 22.5 34 23 36 39 45 Bangalore 23.6 24.8 30 34 34 38 49 Vizag 13.9 23.9 20 43 45 40 44 Hyderabad 34.8 44.8 39 23 36
Bug with "For Single Record" & "For Multiple Records"
Hi, I removed "Duplicate" button from "For Single Record" under "Actions" in "Quick View" of a report. PFB the configuration. However, the changes don't reflect in the UI. PFB The changes would reflect only if I remove that button from "For Multiple Records"
Timelog - identifiy which are approved and which are rejected.
In the time log list view we cannot easily identify which time logs are approved and rejected unless we filter them by their approval status. It would be nice to be able to visualize their status in the list.
Include a clone function that can be used for any day Zoho People > Time Entry > Time Logs > Daily (or weekly) log
Add functionality to the "Clone" button found in Zoho People > Time Entry > Time Logs > Daily (or weekly) log to allow for a different day to be cloned as opposed to just the previous day. Use Case / Example Monday work is the same for me each week. I
Logging incoming phone call within workflow custom function
Hi, I try to log an incoming phone call to an existing contact. The contact id and the call number are present in variables, but converting it to a map and trying to push it via "createRecord" does not work. Does anyone have a code snippet to push a new
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