Join in summary view
Hi, Can any one know how to join more then one table in summery view
Feature: Custom Fields For Users
Thank God For Every Second!! Hi, In Zoho Books there is a great feature of Custom Fields For the user profiles. This could be a great feature in the CRM Also! Not just the ability to use custom fields and the business requires but also use the attachment
Opening balance Clarification
Hi We are now in transition of our Accounting and operation to Zoho books and Inventory. As we are still in migration period, Certian ledgers for opening balance are still to be finalised. But my question is can i enter the finalised figures in opening
Zoho Flow decision Logic
I'm facing some issues making decision blocks in Zoho Flow. In Books and Inventory, for example, when making a decision flow you can introduce the logic with a statement: (1AND2)OR((3AND4)OR5) For example But in Zoho flows I'm not sure if this example
preprinted invoice template with zoho books
We are changing our billing system to Zoho books in next 2 months. we are migrating from peachtree. We want to have an invoice template which can be used with preprinted paper invoices as per attached file. is it possible to make this template in
Any plans for Form Fill functionality? If so, when?
Any plans for Form Fill functionality? If so, when?
Autofilling fields in Contact module with data from other modules and fields.
Hello, I am dealing with a request to create autofilling functions for my companies Contact module, using data derived from our Accounts module and have run into a few issues. Note: The Account lookup field is present in the Contacts module. 1. We have
Projects/Tasks not syncing
I deleted all of my projects, recreated new ones and did a new import of tasks. Both Mail and Android are showing the old tasks several hours later. If I try to do anything in Android, it crashes. If I click on a task in Mail, i get an error message.
there is any Dial calls
Hi, I wanted to know if there is a CRM dialer inside the system where I can enter a phone number I would like to call Before I even create it as a Lead to make sure it is indeed relevant to me
please recover my delete email from 4 month ago
i'm forgot to delete email from my mail and trash , please help mee , this very important to me. Thank you guys
Can I block blacklist customers from being added to invoice?
Hello, I do have a status dropdown in my Contacts Module with the entries "Active" and "Blacklist". I want to block or filter customers/contacts that do have the status "Blacklist" from being added to invoices? Is this possible in Zoho CRM? Thanks for
Interview Cancellation
Hi There, I would like to understand if we can have a feature of rule alert for Interview Cancellation. Eg: When we schedule and interview, the systems sends a email to hiring manager for Scheduled interview. But there is no option for Interview cancellation. If we can have a option where we can select interview cancelled and then a system generated auto email is sent to the interviewer Kindly suggest
Deleting Unused/Duplicate Tags?
While evaluating and getting started with Projects we had a number of users create duplicate and extraneous tags. Now, when adding tags, those pop up. Is there a way to clear them from history, or?
Multiple Monitors
I am using Zoho Meeting to share a power point presentation to remote participants. I'm presenting the power point from my laptop, which is then connected to an overhead projector for on-site participants to see. I have the presentation showing on the projecter, which is acting as a 2nd monitor, while I have presentation notes on my laptop screen. Is it possible to only share out the 2nd monitor, which is the presentation, and not the primary monitor, which is the laptop screen?
Zoho Expense: Option to add more than one delegate
It would be very helpful to have more than one delegate in Zoho Expense. In our company the accounts team has part time employees who share the role and so we need to have more one delegate assigned. Zoho Ticket Reference ## 30375323 ## advised this is not possible at the moment.
Request: Timer widget
It would be cool to have a desktop widget that allows you to start and stop your timeclock for specific tasks. Something like the one being offered by Cashboard: http://www.getcashboard.com/dashboard_widget_time_tracker
new zoho mail design, huge font in email list. possible to revert?
The font for the email list got bigger today. It bothers me because I don't see enough information with such huge fonts. Most of the subjects are covered when an email is opened. The zoom is 100% in my browser, and I'm using the compact email list. Is this a bug maybe? Is it possible to set back the old design?
How do I create a new list using existing contacts, so that unsubscribes from the new list do not affect the original list?
Hi, We have a mailing list of customers (Service_A_List) for our main brand. Those customers have opted in to be mailed about other services we offer. We want to launch a new service that will be publicised to the our existing customers, and will recruit
Is there any way to hide a row in a subform?
I have a subform on the main form which is a service ticket. The techs enter their time on the job on the subform for each trip. The seem to keep deleting the previous row on the form by mistake. Any way to prevent this? Thanks in advance.
Adding a non-supported telephony provider
Does anyone know of a way of integrating a telephony provider that is not on Zoho's approved list? Is there a third-party I can use to provide the integration? thanks, Mark
Adding Script for a Button in a stateless form
Hi, I have added a button to a stateless form. But I am unsure about how to add a script for when the button is clicked. Can you please let me know? PFB the corresponding configuration
Change Submit Button Wording
Is there a way to change the wording on the submit button?
Triggering pop-ups based on visiting nn pages with a keyword in URL
Hi I'm trying to create a pop-up that will appear when an anonymous visitor looks at 3 pages on a topic. Each page would have "mademo" in the URL. I've setup the pop-up with an 'activity-based criteria' that it shoudl only appear when a Goal has been
How to activate a workflow when a Zoho Form is submitted?
Hello! Zoho Form's integration with CRM allows actions such as "Automation: Trigger Workflow Rules, Blueprint, CommandCenter, and more in Zoho CRM". However, when going to the CRM I am unable to make a workflow or something similar when a Form is submitted.
Support ? Impossible to re-sync a 4th time from Zoho CRM
Hi, Impossible to re-synchronise a 4th time from Zoho CRM to Biging. I have tested and updated our Zoho CRM to avoid import problems. After 3 tries, the synchronization function is blocked and you have to ask to contact support. I have done this twice,
getJSON where parent field is not a field name
I've got data coming in to Creator from Zoho People in JSON format and want to extract specific values. However each record is identified by the individual's unique ID. For Example: { "response": { "result": [ {
Evernote migration issue
evernote migration has been stuck at 20% for some a few days now. what should i do next? can we reset it?
Zoho sites too slow
Zoho sites is very slow. I am waiting few minutes each time when I try to edit a page. This is really unbearable. My account is arsis.zohosites.com Thank you.
Calendar Booking: Receive alert when new online meeting is created?
Is there a way to receive notification the moment a client books an online meeting? As of now, I have no way of knowing unless I look ahead in my calendar or wait to receive a "reminder" 5, 10 or 15 minutes prior to the meeting start time. Thank yo
Creating Tickets In Zoho desk
HI, Iam trying to create tickets in Zoho desk whenever a sales order is created. I want to create the tickets based on the product name. I had written this function but the ticket was creating with other product name. Can anyone help me with this issue?
Can’t send emails, only receive
Help! I’ve seen a lot of people have had the same issue but never resolved. I can’t send emails for the past week or so, haven’t changed any settings, and have tried from mobile and web. Able to receive fine how can I fix this ASAP? diagnostic code:
View
Can someone please help I have a contact that one of my salespeople sell a policy how can I make sure after that sale (Client Won) they can no longer see that client anymore in this module? Can you do this? I know you can stop them from seeing certain
Call Schedulling
Hi, I'm testing out Zoho as a CRM and I've brought all my leads I want to schedule calls to for the sales staff. How do I get Zoho to automatically schedule calls for leads I tried using Automation and Workflow Rules but I couldn't get it to work. There
Generate a single Custom Report PDF with multiple records
Hi, I have created a Custom Print & PDF Template for a Report. I would like to know if its possible to select multiple records and export them under the same PDF (rather than having a separate PDF for each record as the system does by default) For instance,
Articles you don't want to miss! - March 2021
Hello Everyone, We're back again with our monthly blog updates. We've got some amazing articles, blogs, and infographics on HR topics that really matter to your organization and your employees. Check out our resources here! Thank you. Wishing you all
Drill down on shared Dashboards
I'm sharing a Dashboard embbeded in my site whithout an user loggeg in zoho reports and the drill down feature doesn´t work. Is it possible to use dril down and data views whitout an authenticated user ?
I can not delete accounts in my Zoho CRM
In my Zoho CRM, under the tab accounts, I am not able to delete an account. Example: I have either 2 accounts with the same name or I want to change the name and delete the old name.
Account Lookup Search Tooltip
We have Account Lookup fields in several modules. From what we can tell, the info that shows up in the “hover info” box (see black box below) is based on the Business Card view. However, the “Website” field is NOT in our business card view, but it’s showing
Embedding video in email
L.S. Is there a way to embed video in an email? I would like to engage with my potential clients in a "Bonjoro-kind-of-way". Are there any solutions for this? Thank you, Boom [EDIT: Making it possible to assign a link to an inserted image (thump-nail)
Soft Phone Integration - Smart office App
Hi, Is it possible to integrate the smart office soft phone to Zoho CRM? We want the ability to have the call made from ZOHO, but the Smart office APP POPS on the screen and then the call is registered as an activity in ZOHO Kind Regards,
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