How to add other my payment methods
Hello Zoho, Like your soft very much so far. CRM and Invoice in particular. We allow our customers to pay with several payment methods and some of them are not in the list. For example there are Webmoney and Yandex.Money which are very popular in Russia and not in the list. Please could you let me know how can I add or change the list of of payment methods to have correct statistics? Kind regards, Andrey
Website Error
Hi, I can't access my Zoho Sites. When I opened the link, only a white screen appeared without any words. Can you help me? thank you
Idea: Report Submission Date?
For the life of me, I cannot find the actual date the report was submitted for approval. Sure, it's in the history - but when approving reports, it would be helpful to have the actual submission date there. We ask our guys to submit prior week expenses
Idea: Easier Skip from Report to Report
I'm approving 60 reports on a monthly basis. Once you're in a report and approve it, it looks like you have to exit the report and open the next one. This is quite time consuming. Would it be possible to have forward and backward buttons inside a report
Emp
Hi, i have record an payment as a employee reimbursement paidthrough as an employee reimbursement. however, i cannot find that entry in my banking account in transaction, this is because I will need to match this reimbursement as part of my actual banking
Preferred customer list & price list
I need to start offering a service to a select few customers - it's a semi-annual maintenance contract. How do I make a list of the customers who will be in this group?
Sales order without Quantity for Service Industry
We want to raise sales orders for movie distribution but it is not allowing us partial invoice as per payment terms. Example : Assume a movie is sold to a channel for 5 million . we are required to create invoice of 1 Million (20%) every quarter for next
Books brought in all our Zoho CRM Accounts as customers
Is there a way not to have it do this? All our Accounts in Zoho CRM are not customers.
Reverting changes for invalid rows
On the form validation I can check the old value of a form row and compare it to the new value. However, I can't find a way to generically revert all changes on a row to their old values. This is what I'm trying, but I can't find the right function for
Custom Domain?
I just don't find it anywhere.... followed the instructions as on this page: https://www.zoho.com/creator/help/general/zoho-creator-for-your-domain.html There is no way for me to add/edit my custom domain. Please can you clarify as I am testing the system and upgraded to paid version and still no luck.
Bulk email limits
Hello team, In my Zoho creator application, We created two forms one is to create email groups (Each group contains many number of emails) and another one is to send emails to the group of emails that we already created. We are using send email function
Open & edit linked record in report
I have created an 'archive' custom button in an 'orders' report. On click of 'archive', I want to open the record of the CUSTOMER that this order relates to. Customer is a lookup field and therefore has a link to view the customer record in the report,
Passing Parameters to a View via URL
I need to pass a variable from a "passive screen" to a View screen. The data is to be used in the evnt that a user wants to "ADD" a record via the view screen The value that needs to be passed is not a constant (like 1234) - the value will not be known so the openurl can not have a constant passed through. How do I use the openurl command with a variable to be passed - not a constant. http://creator.zoho.com/zchelp/employee-manager/#Form:Employee?Employee_ID=<variable name> Here is the instruction
Zoho Forms
Hi, I am trying to create a document collection application using Zoho Forms and Zoho CRM. In Zoho CRM, a custom function would generate a list of document based on different criteria, and populate it inside a subform. Then, I want the Zoho CRM subform
Creating a stateless form to have a supervisor sign an employee filled out record
My goal is to have an employee fill out a request form, sign it, and when submitted an email will be sent to their supervisor (one of the fields the employee enters is supervisor email), with a record template filled with the record information, and a
Deal Stages UI Bug in Hebrew
By The Grace of G-d. Hi, The Deal Stages UI is buggy when the CRM is used in Hebrew. Plaese see attached screenshots. Thanks!
Tips and Tricks #43: Flawlessly compile your presentation content using Show's Spell Check feature
Hi All! We all want to take the utmost care to compile our presentations flawlessly. Despite this, we may still encounter spelling errors while typing text in the slides. To avoid this, Show offers a Spell Check feature to help you easily identify
Zoho Sheet API—Deprecation of Authtoken support
Hello all! For the attention of all users who are currently using Zoho Sheet's API with Authtoken for authentication. We will be terminating the support for Authtoken soon. Please migrate to OAuth 2.0 for a more secure and seamless working. Authentication
Price Book and Quotes Function Question
I have been following a topic on Price Books and it is now locked. Wondering if anyone would be able to tell me what the coding at the end of the discussion does and how I can implement it (figuring it provides the solution I am looking for) https://help.zoho.com/portal/en/community/topic/associate-price-books-and-accounts-for-quote-generation
No Shopify Integration?
I can understand how Zoho wants to push their own Zoho Commerce, but not having integration for Shopify is a in MarketingHub is a big mistake. Any word on when we'll get deeper connectivity with it? It's a bit of a deal breaker for this app.
Archive Zoho Email in Local Directory.
Dear Concern, Is there any way we could Archive our Email in Local Storage?
CRM - Astuce #4 : Personnaliser vos cartes de visite
Bonjour à tous, Aujourd'hui nous allons voir comment modifier les cartes de visite de vos contacts. Dès que vous ouvrez la fiche d'un contact, pendant un appel par exemple, vous ne voulez pas perdre du temps à chercher des informations. La carte de visite
New Features rolled out on Mar 04, 2021
Share Slideshow UI Revamped with More Interactive Options! The Create Slideshow and Manage Slideshows pages have been revamped with more interactive options. The new UI captures: Slideshow Preview: You can now preview a created slideshow in the Copy URL
Unable to email a particular contact
Hi, We are having issues sending emails to one of our sales agents through Zoho CRM, can you please advise? We are able to send emails to others on our domain, and her email exists, we are able to email her from any other platform except yours. Can you
Create product record
Hello I'm sorry, but I'm hoping that someone can help me with a script. I'm still trying to create a Product record. I have a script that seems to be running, but the product (name="test123") isnt created despite the script being executed without errors.
Configuring Delete Option in Zoho People
We are using the Time Tracker module within Zoho people. We do have a "Delete" option under Projects, Jobs, Time logs, etc. Anyone having access to Projects can delete Project or Jobs etc. When I raised a ticket to the Zoho support team, I got a reply
Zoho Reports and SAP Crystal Reports
Hello All, I Need to know what are the difference between zoho reports & sap crystal reports and also which is the best best of the both i.e. Zoho Reports(https://help.zoho.com/) are Crystal Reports(https://goo.gl/6TL51m) give me some points on this topic. Thanks!
Read each line of a CSV in a CRM File Upload field
I have a File Upload field on a custom module in CRM. Users create a record and upload a CSV into the field. I want to create a workflow that on create: 1) Checks to see if the file is a CSV 2) Reads each field of each line of the CSV (into a map or a
Adding an image filed in LayOut
Hi, By default, there are no available Image fields in the palette for each module. How can I add a custom image field? If not available, are there any alternative solutions to introduce an image filed? Please advise. Thanks Ganesh
Create a lead cycle for my consultants automatically
Hi how are you? I currently have 3 employees who are in the net sales department and I want to create a situation where the 3 employees get more or less the same amount of leads And even go deeper and give relatively to each sales consultant because I
Blocked account
After using a VPN service (something I do regularly for work) I noticed by email account had been blocked due to "Suspicious login activity". I was able to unblock POP and IMAP access, but i'm currently unable to unblock SMTP access. I get an error popup: "Sorry , we are unable to process your request, please contact support@zohomail.com". I contacted support yesterday and have received no reply. I sent a follow up email today but the forum team seems to be quicker to respond, so i'm asking here
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
can a task be generated in zoho desk by using Workflow in zoho crm when Sales order is created?
NO PUEDO RECIBIR CORREOS
NO PUEDO RECIBIR CORREOS, PERO SI ENVIAR. YA CONFIGURAR LOS REGISTROS MX Y SIGO SIN PODER RECIBIR. VEO QUE TIENEN EL MISMO VARIOS PROBLEMA. Agradezco UNA SOLUCION GRACIAS
How to create a notification if an agent hasn't replied to a new ticket within 22hours?
What would be the best approach to create an automated notification email to a Contact if a ticket has not had any response within the first 22 hours it was created? We basically want to send something out automatically that says "We've received your
How do I place the field Label inside the Field?
Is there a way to place the field label inside the field itself. When the user starts typing, the label goes away. This saves space and allows me to put more info"above the fold", is more clean and modern. >> Just like the signup form that Zoho Forms
How to view Record ID in front end of a report?
Hi, I would like to see the Record ID of a record in the frond end of the application (May be in the detail view of the Report). Where and how can I see this information? (I know how to fetch it in the back end)
Audit logs in Zoho CRM
Hi, We want to browse the audit logs from all transactions - alltime. We are however able to do it only for current year 2020. Is there any limitation on how long the logs get stored in the CRM ? Is there a way to download logs from all previous years ? Thank you, Sujani.
How do I decrease the width between the field label and the field
I'm having a hard time figuring out how to decrease the spacing between a label and the field. The spacing by default was way too much. Please help me figure out how to decrease it.
Tip of the fortnight 10: The DOs and DON'Ts of web form validations you need to know
Hello fellow form builders, I'm sure you've been reading a lot of how-to articles about creating stunning forms, automating your favorite integrations, and how to reach the epitome of perfect form building. What if I told you there's a common pitfall that can bring down your conversions? That's right—if your responders encounter several errors as they fill out a form, they can easily grow frustrated. On the contrary, you don't want your customers to leave you with a blank form either. A solution
can I send a mass email from "tasks"?
For example: I have tasks that involve sending 75 templates to individual contacts "123"., I have more tasks that involve sending 50 templates to individual contacts "456", etc. Can i do this as a mass action or does everyone need to be send individually?
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