Screen Noise in Chrome on Mac
Every once in a while, the Zoho screen (when logged in only) turns into chaos and noise, like a bad old-school television set. This only happens on Zoho app, and only in some of them. As example, it happens in CRM and in MarketingHub, but not in Desk
Zoho CRM Groups - Access to Deals of other Roles?
We are currently using the Professional version of Zoho CRM, which means we have limited Data Sharing capabilities. We have the current Role hierarchy for users: 1. Directors a. Sales b. Service c. Marketing d. Accounts e. Project Delivery The idea is
Autorrellenar valores de una campo tipo lista de selección
Buenas, Tengo un módulo personalizado ("Solicitudes") relacionado con el módulo "Accounts". En el módulo de solicitudes tengo una campo tipo Lista de Selección. Y me gustaría que dependiendo de un campo que tengo informado en Accounts el campo selección
Contact Score does not add up correctly on Campaigns workflow
I have been tracking how scores are added in the Workflow on Contacts > an individual's contact page > Contact View > Contact Timeline It has explicitly stated that the Contact Score has been set to zero, so all previous scores accumulated prior to this
Tips and Tricks #39: Edit embed code properties of a published Zoho Show presentation
Hello Everyone! Even after you embed your presentation on a web page, you may want to adjust its size so that it fits well within the available space or border to it so that it is very prominent to the viewers. This can be done easily using Show.
Contact Sync Settings do not match te contact feld names in zoho books
Hallo The feeld names dislplayed in the contact sync settings of zoho CRM do not match the name of the feelds in zoho books. For example : Contactpersonen Zoho Finance Suite Accounts Zoho CRM-velden Notacode
Perdi a senha do Super Administrador
Bom dia Perdi a senha do super administrador comercial@amplaindustria.com.br e não tenho o número de telefone cadastrado. Enviem por favor para o e-mail marcocarneirorosa@gmail.com para redefinição da senha.
CRM Integration
Hi, We have built a SASS app in the long term rental market and our users generally consist of Landlords and Tenants, these users are stored within our system (ASP.NET MVC) but we are looking to integrate a few different elements of zoho one into our
Best Log in security verifier for two people
Hi! My email account with Zoho is owned by both my wife and myself. Which is the best form of verification for logging in to Zoho that we could both use on each of our phones? Thanks in advance! Scott
Attendance Analytics Report
Using the basic analytics in the attendance module I cannot get any data returned. Even a basic chart that show employee on X, sum of overtime minutes on y and filtered by a date range shows no data. The analytics reports for other modules like employee
GSTR-2B in Zoho Books disabled
Hello Team, GSTR2B is disable. How can i activate it? Screenshot attached for your reference.
error occured please contact application owner
when i upload my address proof to chegg india zoho creator it shows "error occured please contact application owner. what to do? help..
An outlook dedicated mailbox receives the data captured on a Zoho form
Hi, We have integrated Zoho forms onto our website. Once a user populates the form and click the submit button, we would like it to go to a dedicated outlook mailbox. How do we go about setting that up?
Can a String entry be looked up in another form & auto populate that form with data fetched from another form?
My Deluge experience is minimal and rusty Form A has the following Fields: "Account_Number" "Account_Name" "Account_URL" Form B has the following Fields and contains all the data "Account" "Name" "URL" I'm trying to get this to work using Deluge: Users
Zoho CRM Merged Field - Extension
I made an extension and I want to use merged fields for a template. For example, I made this module called 'Template Test'. I made a field called 'Message Template' like this: Hi ${Contacts.Last_Name} ${Contacts.Full_Name} ${Contacts.Phone} ${Contacts.Owner}.
Unable to Add code or template because of Limit on Character
I am adding code provided in your sample templates or trying to choose existing templates recommended by ZOHO. Still Zoho gives error of 'Looks like the maximum character limit exceeded'. Kindly suggest how to resolve?
Lost in (french) translation: Ma... means Balise (tag or is it?)
Hi, I've transitioned to Zoho Mail (web). Tehre is definitley some changes from a traditionnal mail client. As I'm discovering the interface I'm wondering if the following labels are the same or not. I'm using Zoho mail in french. From the screenshot,
HEBREW FOR ZOHO DESK
HI I WOULD BE HAPPY TO GET ZOHO DESK IN HEBREW. THERE IS AN OPTION TO HAVE IT?
lead count update automation
I want that if a lead lands on my zoho crm leads module, if lead meats some specific criteria like ( leads ) campaign is equal to ( ABC ) & there is also a campaign name called ( ABC ) then update the lead count in the campaign automatically. i use the bellow function but it is not working campId = "3078208000001883001"; mp = Map(); mp.put("CAMPAIGNID",campId.toLong()); resp = zoho.crm.updateRelatedRecord("Campaigns",campId.toLong(),"Leads",leadId.toLong(),mp); info resp; i have also edited the arguments
Zia learned Español! Check out its writing suggestions today
Read in Spanish Announcing the early release of the Spanish version of our writing assistant. Now, instantly get grammar, writing style, and spelling suggestions for your documents en Español instantly. Ever since we first released Zia in Writer, a lot
Issue with config parameters for extension
Hi There, I am having a hard time to get the config params working, whenever i add the following to the manifest json as an example the extension produces the console errors as shown in the attachment. { "authType": "personal", "type": "text", "name": "grippPortalUrl",
Can't add any additional time slots
hello, In Zoho bookings I go in to add addition time slots to a session and it just appears to be loading but never loads. It is causing me great frustration and delays in my business. Can someone please help.
display subform field in main form as list
Hi, I need to display subform field in main form as list while adding subform records. I have a field "Items" in main form and I have "item name" in subform. I would like to shows the list of "item name" in main form "items". For example: The main form
Zoho Authorization refresh token limit reached
Hi, I have been facing an issue in Zoho Authorization refresh token limit reached. Error: {"statusMessage":"refresh_token_limit_reached","status":false} How can I resolve this issue of refresh tokens limit reached? Can anyone here help me? plugin-manifest.json
Any way to automate mail merge and zoho sign using workflow
Hi I know that within a CRM I can specify to merge document from deal and then send it off for signatures using Zoho Sign manually. Is there a custom function or any way that I can automate creating the mail merged document and sending for signature with
Migrate Zoho Docs files to Zoho WorkDrive
How to Migrate Zoho Docs files to Zoho WorkDrive?
Kludge workaround for delagating email
Like many small business owners, I have an assistant, and I need for her to be able to access my email and send/process emails. Shared Folder accomplish 90% of this, as I filter all incoming mail in to a set of shared folders that she has access to. However
File transfer not working correctly, and clipboard glitches between MacOS Catalina and CentOS 7
Hello. I have CentOS 7 setup for unattended access, and the machine I'm accessing it from is on MacOS Catalina. While basic remote control is fine, I'm experiencing the following issues: 1. File transfer never works. 2. Copying and pasting from the
Using Zoho Expenses to upload receipts to Zoho Accounts (sole trader, no employees)
I'm testing Zoho to see if it does what I need. The autoscan feature in Books is limited (i.e. a paid add on) so I'm exploring whether Expenses can be used as a work around. In my current software (Wave) I use their receipt app to scan on the go, e.g.
Desk AccountId - CRM AccountID
Guys (and Ash), I am using CRM-DESK integration "one-way" - so all CRM accounts and contacts are synced to Desk. Every now and then, we still want to add a DESK contact to CRM. For this, I'm using a checkbox custom field and Zoho Flow to populate the
Tip #12: How to get effective Email 'Notifications' - Add Sound Notifications in Zoho Mail
Never miss an email again. With effective sound notifications, Zoho Mail notifies you of emails that are important to you based on your custom folder preferences. Steps to add sound notifications for new emails: Login to your Zoho Mail account. Navigate to Settings >> System In Sound Notifications, select the preferred sound from the list of sounds available. You can choose the folders for which you want to enable sound notification. In Settings >> Folders, select the 'Notification' checkbox
Clickable Cards
Hi any one else having issue with Any Image clickable cards today? Does anyone have a comparable source/ how to create clickable card for ZOHO compatibility? TIA
Impuestos y totales en cotizacion
Cuando creo una conizacion me esta calculando una cifra muy grande en impuestos. dando un total errado. no se ha cambiado ninguna configuracion del sistema
Can I publish a product without price?
Hola, quiero publicar un producto que no pueda comprarse. Necesito que las descripciones sean iguales que las del resto de los productos de mi tienda que si se pueden comprar, pero la página no me deja publicar un producto sin precio. ¿Cómo puedo ha
Cant receive mails
I can only send mails, but now receive. please help
How I get my zb code?
Hi, Please, someone else can help me? After setup of my domain doesn't appear that table that contain my zb code. I need my zb code for configuration of my domain. Thank you! Bruno.
Rearrange transition buttons.
Hi, Is there a way to rearrange the transition buttons that were created from the blueprint? Many thanks Stanley
Change of Flow in Creation of New Account Using Standard Lookup Fields
Hello everyone, We have changed the existing flow of new account creation through the standard look-up fields, which allows one to create an account with only the Account name. The "Account name" field present in the Contacts, Accounts, Deals, Quotes,
Dynamic Content with personalized tags
Hello, My contacts have personalized fields/tags created by me that haves the information about the kind type of account they are. I'm trying to created a dynamic content to this on my emails, showing a message to one kind of accounts and other message to other kind of accounts, but in my "if" section my personalized tags don't appear! how can i make them appear ? I've attached a print.
Getting internal error when trying to disable Zoho Finance to Zoho CRM.
Can someone help? I really need to delete an older employee who is not longer working for the organization from our Zoho One portal and I can't do it because he is the one who integrated Zoho Finance to our Zoho CRM. When trying to disable the integration
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