Help Centre customer pull reports
Good Afternoon, We have a customer who would like to pull reports of all open tickets from the help centre, is this available through the google analytics that we can make available to customers via the help centre site? Thank you.
Getting ID of a field in a Record for Populating in a lookup field
Hi, I have a module 'A' which have a lookup field 'b'. I want to populate lookup field 'b' using field 'c' in Module 'D'. How can I get ID of field 'c' from module D as i have to use ID to populate Lookup field 'b'.
How to include column total in scheduled report?
I'm sending out a monthly report as a pdf. I have the view set to total a numeric column. When I export it, the total appears at the bottom of the column. But when the scheduled report is sent the total is not shown. How can I add a total to the numeric
Instructions Field
I want to start off by saying Zoho Desk is a great product but what would make it even better would be a layout field that could be used for instructions. We are a franchise system many of our end-users are customers but not customers at the same time.
Attach file to bookings
As of now, it doesn't seem to be possible to attach a file to a booking. For example: It'd be useful if a customer could fill a form when booking an appointment and then be able to retrieve the filled form in PDF attached to the booking. For now, we managed
Specify weekend day as workday
How can I specify a specific day on a weekend as a work day? In China, there are many times throughout the year where weekend days are work days to accommodate longer holiday breaks. Is there some sort of reverse-Holiday calendar that I can set? Because employees often request time off during that period (a weekend day) and it does not take out from their leave since the system sees it as a weekend (0 work days).
Is it possible to have Notes under an account only show notes for the account?
Just noticed that when I open an account it shows tons of notes because it is showing me all the notes that are under every opportunity under that account as well. Is there a way to only have Notes on an account show ones that are saved on the account and the ones that are on an opportunity stay with that?
Relación de tablas facturas y notas de crédito.
Hola buen día, Tengo una duda respecto a las relaciones de las tablas, necesito generar un reporte de nuestros ingresos, para esto es necesario sacar el subtotal de las facturas restándole el subtotal de las notas de crédito relacionadas, teniendo en
How to use getUrl ??
Hello how are you? I would like to know if method getUrl can set a ip public ? For example, 138.121.141.251:8080 Regards
Recuperar emails excluidos
Bom Dia Fui limpar um pouco da minha de entrada e todos os meus email foram excluidos, como faço para recuperar os emails a aprtir de 01/10/2018? Atenciodamente
Contact name will now be displayed in Deal Kanban card view in Bigin iOS app (v1.2.10)
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Bigin iOS app (v1.2.10), contact name will now be displayed in Kanban card view of the deal record. Please refer to the screenshot depicted below:
Zoho Inventory Community Digest January 2021 - a monthly rundown
Hello all! We hope you all had a good start to 2021. Our team is looking forward to supporting you through a wonderful year. Let's start by walking you through some important updates that we made this January. 1. Feature spotlight As you move to expand
Timed tests in showtime
Guys - I believe we were told that by December 2020 end we should have the timed test feature in showtime. There were also other enhancements that were going to be rolled out. Could you give us an update on when we can expect this? We would request early
MRP Application
Hi, anyone using an MRP system that integrates with Zoho? Looking for something with a forecast, BoM, and multiple location based ordering.
Persisting Issue with Lead Source Resetting to "Website Visit"
I searched the forum for the case of Lead Source being automatically set to "Website Visit" by SalesIQ after each lead's visit to the website. The issue there is that it overwrites the true lead source which was initially entered in CRM (say, Facebook
Building Extensions #8: Create widgets with the JS SDK bundle in Zoho Desk - Data API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. We hope that you've been able to use the information in previous posts to understand building extensions for
Does anybody have experience of integrating TAPI phone systems with CRM?
Phonebridge does not do this. Thanks!
Video Tip #8: Locate files instantly with WorkDrive's global search
Hello everyone, We hope you and your loved ones are safe and sound. We're back with another video tip for you, this time about how you can quickly find the files you need with WorkDrive. Have you ever been in a situation where you had to keep your
Problems with Pagesense heatmap/Wordpress
Hi All, I recently implemented Zoho pagesense and the heat maps are loading like the below? Can anyone help me out and tell me why my formatting of the page is not showing up and how i can fix this?
Ability to Add Serial Numbers when Receiving Items
In Quickbooks when we receive items we enter the serial numbers there and then. Currently in zoho Inventory I can only add serial numbers when I have a bill... but 90% of times we receive a bill a few weeks after we receive the goods. So how can we add
Quick Actions Using Keyboard Shortcuts
Did you know that Zoho Projects provides a set of keyboard shortcuts for performing routine activities? Take a look at some of the project actions: Key Description z + h Go to Home z+p Go to Projects z+c Go to Calendar z+s Go to Setting s p Add Project
CRM Total Touch Point Score increases every 30 minutes
Some of my leads on CRM have had their Total Touch Point Score incrementing every 30 minutes or so, and their scores are vastly different from their scores on Campaigns. I am aware that CRM and Campaigns have different scoring rules, but the gap between
Zoho Projects Chat with client
Should be able to chat with client users inside the "discuss" area. I even set up my designer on the Zoho One platform, for his company. I shouldn't have to pay for a full user to discuss a project inside of zoho projects. Is there a way to do this? I
Smart Q
Hi Everyone, We are new to Zoho Social and I have a question about using the Smart Q scheduling. One thing I noticed is that this option appears for some of our brands but not all of them. Is there something we need todo to make this happen or a reason for it?
Displaying Meeting link in Event email details is now supported in the latest version of Zoho Mail iOS app (v2.6.13)
Hello All, Hope you all are safe and doing well. I'm writing to let you know that in the latest version of the Zoho Mail mobile app(v2.6.13), we have brought in support to display the meeting link in the Event mail detail and Event detail for the events
check email on lead and contact, THEN update one of this OR create new lead
I have always wanted not to have duplicate personal data on the crm. I normally want a new contact to be inserted as a lead, and only after some procedures that this becomes a contact related to a company. If a person is entered as a lead, they cannot
Custom button
Hi. Our business process requires to make appointments that are always the same. Is there a way to click a button and have the fields from the lead pre merged into the meeting? for example the address Appointment date and time Host
[Community Webinar - VIEW RECORDING] Zoho Creator as a geospatial database | Feb 3, 2021 | #DevInsights
Dear developers, Hope you had a happy new year! I'm happy to announce that we will be continuing our Community Webinar series into 2021 as well. This year we're inviting several of Creator's veteran developers to share their knowledge and experience with
Advanced Search in Campaigns Contact List not working
Hello, I am trying to perform an Advanced Search on Zoho Campaigns to look for contacts according to their custom field values, however after clicking 'Search' nothing happens and I remain in the same pop up window. How can I resolve this? I would appreciate
Modules renamed on the web will now sync with the Bigin app
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Bigin mobile app, modules renamed on the web (bigin.zoho.com) will now sync with the Bigin mobile app as well. You can update to the latest versions
Enhancement to Advanced Filters in Reports
Hello customers, We are delighted to inform you that we have enhanced the filtering options within report customization to help you get the desired results. Now you can filter the reports based on reporting tags, item fields, projects, accounts etc., - all in one place. Until now, you were able to filter reports using reporting tags directly from the Customize Report option. Now, this option has been moved within Advanced Filters in the following reports: Balance Sheet Horizontal Balance Sheet –
Accounts module is now supported on the Zoho Desk Android app (v2.4.16)
Dear All, Hope you all are doing good. I'm glad to inform you that in the latest version of the Zoho Desk Android app (v 2.4.16) we have brought in support for the Accounts module. To access the same, please update the app to the latest version from the
Automated bank feed support deprecated
Hi, Can I ask what the plan is for replacing the previous automated bank feeds for the UK as I've currently got a notification at the top of my banking screen in Zoho Books saying "In the light of the recent CJEU judgement, we’ve deprecated support for
Gantt chart module is now supported in the latest version of Zoho Projects iOS app (v3.3)
Dear All, Hope you all are safe and doing well. I'm glad to inform you all that in the latest version of the Zoho Projects mobile app (v3.3) we have brought in support for the Gantt Chart module. To access the same, please update the app to the latest
Candidates Portal - Document View & Download
Is it possible to allow my candidates through the portal the ability to View documents I associate to their profiles and also download them, for example we provide Medical Insurance and E-tickets to our people when heading to work in USA, be great to
Accessing Zoho email through eM Client
I just installed 'em Client' to access my Zoho emails, but I am receiving this error which says - Server says "Unauthorized". There are boxes for username and password and OK and Cancel buttons. Pressing the OK button just brings up the password required message again. How to fix this?
Disable Email Notifications
How can I disable email notifications for other/all users? Right now, I see where I can disable notifications for myself - how can I do this for those whom I assign tasks so that their inboxes are not constantly inundated with every single update that I make? Many thanks, Nana
NO recibo correos a mi correo zoho
No recibo correos desde gmail o de otra cuenta a mi zoho. Tengo mi dominio www.sytasociados.cl y no recibo correos a mi cuenta de correos zoho ltorres@sytasociados.cl dplatt@sytasociados.cl rsuarez@sytasociados.cl contacto@sytasociados.cl por favor revisar que sucede o como puedo darle solución a eso?? saludos
Can i extend the data capacity in the field "Report to"?
I am using the field "report to" in zoho CRM PLUS but there is a limit and a message appears saying "you can only "report to" 200 contacts. Can i extend that limit?
Copy and Paste
I am trying to copy and paste content from Word to Zoho Campaigns with no luck. Please advise. Thanks, Jamie
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