Remove Default Currency Field
How do I remove the Currency Field from a section in a module?
My email stopped working
I am not receiving emails or sending, is stopped working after I transfered my domain to Bluehost. I follow the configuration to zoho MX as is explained in the comments: mx.zoho.com, mx2.zoho.com and mx3.zoho.com and is still not working. I have sent
Client Portal - Video Access
It would be hugely beneficial especially in these Covid time to be able to allow our clients to view the Video Clips our candidates record while in the client portal, Just like how they can look at resumes or other PDF or Word Documents. Fingers cr
Not receiving emails from WordPress
Hello, After setting up my account, I tested it with myemail@gmail.com and it worked fine. Tested zoho mail with myemail@gmail.com But when I tried to update my Zoho email (contact@mydomain.com.ng) in my WordPress admin area, I waited for a long time
Absolute no innovation
This is a generic question to Z CRM Team - Why is Z CRM not innovating? In simple terms - It's all so generic and nothing unique. Have you looked at how Pipedrive, Close.io and the likes are launching features which are unique, productive & first of it's
Pushing CRM products to Books as items via script - how to link the two?
I am aware of the integrations available between Zoho CRM and Zoho Books, and our company is leveraging them. However, syncing needs to happen on-demand for one of our workflows, which requires producing entries for custom product in CRM and syncing them
Zoho One - Panneau administrateur - Aperçu
Bonjour à tous, Cet article sur le panneau administrateur de Zoho One va vous aider à découvrir les fonctionnalités pour gérer l'ensemble de votre entreprise dans le cloud. Le panneau administrateur fournit un résumé complet de vos applications
Custom Function to update customer record when creating an invoice
Hi, I'm new to Zoho Invoices. I have created a custom field in the Customers table called 'Royalty'. Each time an invoice is created for that customer I want the total invoice value to be added to the Royalty field. The Royalty field will be a running
What's New in Zoho Payroll [India Edition]: February 2021
We are happy to see you in this new year and wish you well. For the month of February, we've enhanced the salary components module. Read on to learn about it. Pro-rata option for pre-tax deductions Pre-tax deductions ensure that a portion of the employee's
Adding a field to a related list
I would like to create a custom related list between vendors (or a custom module) and deals that has additional field specific to the union. For instance, Contact Roles and deals have a field that only pertains to contacts in the deal. That field is
How to import all unbilled time tracks into invoice ?
as in title - how to do that ? Is it possiblet to set recurrent invoice which will be always import unbilled time tracker logs for client ?
Zoho Project CRM Contacts Link
Is it possible to create a picklist associated with CRM contacts in the Zoho Projects? When collaborating on a project with a team it is important that we know who the external/customer point of contact is for that project. I have created a layout that adds a point of contact text box and one for related contact information but I have to manually enter information. It would be more convenient and likely reduce the potential for errors if I could have a drop down list linked to Zoho's CRM where I
Invoice Item without currency symbol
Hi, Probably a basic issue, but couldn't find the solution for the past 3h on the forum. On creating an invoice the item rate and amount has a value but without currency symbol (Euro in my case). Also the subtotal stays without currency symbol. Total
notes in timesheet
I need to generate a timesheet/report that includes the notes I add to each log, but I see no way of doin this. Is the only way of accessing to edit each entry and/or hover over the little note icon? No way to list/export them?
Resolution of watermark image
Hi, I am trying to add the company letterhead as a watermark. While the image watermark option works, the final resolution is very low. I have tried uploading very high resolution PNGs and scaling them down as well.
Custom Calculation field
Good day, Hoping someone can guide a newbie. I am using Zoho Invoice and estimate and would like to create the following custom fields and formula to show in the estimate and invoice Custome Fields; Rate US Price Final Price Rate * US Price = Final
Pages: Setting my default Page.
Currently, as a Manager, I cannot seem to work out how to set my default page. It always seems to default to "Dashboard". I want it to default to one of the pages I have set up as the entry into the wiki(pages). The dashboard is an ugly way into the wiki component of Zoho Projects and it would be good to move it out of the way. How can i do this? In fact, I would like the freedom to control what is the default screen/page for the entire project. It seems i can sort of do this, but "pages" is
Accounts in Help Center portal
Hello, I have a question regarding access to Help Center portal for the customer. We have one big customer that has sub-departments. All users are added to one general account. I have invited their Manager as End User, so he can see all the tickets of
Yahoo! and AOL strengthen their DMARC policy; may affect email deliverability
A couple of weeks ago, Yahoo as well as AOL made a significant change in their email validation policy where they have increased their email security by strengthening their DMARC policy. According to this policy, they’ve clearly instructed the other email service clients to reject the mails that come from Yahoo/AOL sender address but not sent from Yahoo/AOL servers. Why this change? In last few years, there is a surge in email based forgeries such as email spoofing, account hacking, and phishing
Lock Task List Order
Hi there, Is there a way to lock the order of a task list? If i mark the first task on a task list as closed, it will send the closed task to the bottom of the list, or underneath open task lists. This also is reflected in the Gantt milestone report and makes it hard to follow. I would prefer if i could order my task list in the way that i would like, regardless of the completion status. And, also if i could reorder tasks that have been marked completed. The only way i have found to do this is to
Can't generate image previews for Facebook and LinkedIn posts
If I start composing a post for Facebook or LinkedIn, as soon as I paste a URL Zoho Social pops up an error saying 'Unable to generate preview thumbnail for this URL'. However, if I trigger the Zoho browser extension on the target page, then it does generate an image preview without any issue. See attached screenshots. This can be tested with the following URL: https://www.icr.ac.uk/news-archive/chemotherapy-after-surgery-halves-risk-of-rare-kidney-cancer-coming-back The relevant opengraph tag in
iPhone Switching Apps for Notes Question
When I’m switching between apps on the iPhone, is there a way to get the notes app to keep the note that I write visible? I’m always checking back to the notes app usually with safari but the words disappear when I’m switching between my apps. The notes
In Japanese, "meeting module" is mistakenly translated as “予定”.
The word “予定” means "plan" or "scheduled" in English. This will appear in both CRM and Desk activities. The schedule is a temporal concept. I have complained to the Japanese community about this, but they have not escalated the issue. The concept of schedule
Share Notes on Social Media?
Is there or will there be a way to share note links on social media and other similar platforms?
User Management
Hi, I am having some trouble with user profiles. I have two profiles. Standard & Admin Standard users fill in a deal Admin user then goes to that deal and adds sensitive data, by doing this standard users are then able to see the admin section of the
Task button problems
Every time I’m in timesheets and enter a task it cuts out of the app completely so I’m unable to log any times to a task. I’ve iPhone 8 it’s updated and other than this problem I don’t have any . This problem started 3 days ago. Please help
Bulk uploading URL contents to Creator app
I am creating a Creator app to replace an existing on (built in knack) however I have a lot of documents stored on the old app that I need to move to Creator. The documents are stored as a url and I have exported that as a new field - but I would like
Trying to publish site. Error says the domain that I own is already taken.
How do I insert data into a pick list using the API?
I am using the exact same name as the name in the drop down of the pick list, however it's not recording any entry when I create a new record. Seems like I do have the fields right, but it's just not working. Is there a certain way to do this? Thank you!
Уравление доступом
Как можно управлять владельцами. А именно удоляль добовлять. Прото иногда нужен полный доступ к изминениям. А потом нет.
Change default calendar view
Hoping someone here can answer this small but irritating issue. I use Zoho's calendar to schedule my client's meetings and travel. The calendar automatically opens up showing only my appointments, which are few and far between. Is there away to change the default view to either show all users' calendar, or just always show my client's calendar rather than my own. Thanks Yvonne
Tip #8: La anatomía del correo de invitación a webinar perfecto.
Tips and Tricks #8, adaptado de Annet M ¡Hola a todos! Esta semana llegamos con otro consejo sobre Zoho Campaigns, de la mano de la serie Tips and Tricks. Si acabas de llegar a la comunidad, te recomendamos ver más consejos y trucos para Zoho Campaigns,
Zoho CRM 2021 Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us next Tuesday, February 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss feature changes to Zoho CRM 2021 and an overlook at general best practices.
Status update
CAn there not be a way to have the status update to be cleared and not have last job associated. Would like the status to be cleared or blank
Function's Name column is too narrow
Hi, A Few months ago, you have made some great changes to the functions management. In the proccess, looks like you have narrowed the column width of the "Function Name" and it is very annoying... Can you please switch it back to how it was before?
Trigger one specific workflow when using "{"trigger":{"workflow"}}"
When using "{"trigger":{"workflow"}}" it triggers all workflows on the specified module, but ¿Can it trigger one specific workflow, or workflows? If this works would be really helpfull since I need to trigger only one workflow from another module, without
Zoho one - adding employee with lower prices for specific applications
I have a subscription in Zoho one for 1 user which is me and have many applications which is great. i want to buy licence for my employees but not the zoho one licence. i want to buy about 20 liscence for zoho people to be able to check in and out and manage the tasks duration. and 1 complete licence for hr. and 1 zoho books for the accountant. and 2 zoho crm - one of them professional. -- when i am trying to do this i found the only way to add them to the zoho one liscence and should pay 35$/user
NO PUEDO RECIBIR CORREOS
ESTOY PRESENTANDO UN PROBLEMA, PUEDO ENVIAR MAIL PERO NO PUEDO RECIBIR Y ESTO ME IMPIDE CONTINUAR CON MIS TRABAJOS, POR FAVOR UNA SOLUCION
This Week in Zoho News - CRM Zen Show Episode 132
Click HERE to listen to the podcast. Zoho News Zoho Assist No Longer Supports Internet Explorer Internet Explorer and all its versions will no longer be supported to host remote support or unattended access sessions effective from February 02, 2021. Does
How to integrate a WordPress form in Zoho?
Hi! Can I integrate my WordPress form in Zoho? I have already created a forma in WordPress and i would integrate those in my Zoho CRM. It's possible? I don't want create a new form with Zoho
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