Web Tab to show Creator Link does not populate all views
When creating a web tab in CRM to show a Creator view, all views are not shown. I thought this was because they were not published, however, I have added a prebuilt education app and as you can see in the screenshot, all the views from the prebuilt education
Datacenter Migration in Zoho Docs
Zoho Datacenters are available in these regions: US Europe India Australia China Read Know your datacenter for more details. When you migrate your Zoho account from one datacenter to another (for example, from the US to EU), all of your Zoho services
Annual Leave days showing when individual days are marked as Holidays ( using Do Not Count as Leave option)
Hi All I have used the settings under Leave Type and applied restrictions by selecting the following: I used Holidays between leave period and under Restrictions applied 'Do not count as Leave'. However, when I apply for leave during the period and some
Analytic Report from Tabular Section Data.
Hi, I added a Tabular section on a form and I wanted to generate Advanced Analytic report from that tabular section data. But I cannot find anything on the filed list. Please help me with that.
email is incredibly slow
What the Hell is going on with our email? Over the last two weeks we are experiencing periods of severe latency where you click on a email and it just hangs saying "loading" for a long, long time. Other times it's fine but it is happening more and more
Print bank ledger
Occassionally I want to print out the bank ledger to get a simple overview of transactions and dates, whats the best and easiest way to do that?
zoho books create contact issue using php curl
hello zoho books team, i'm new in zoho books api. when i try to create an contact using zoho books api, i face an error. string(59) "{"code":14,"message":"Invalid value passed for authtoken."}"
# of tags in a Module
I see you can have 10 tags per contact and 100 per module. My question, is that 100 total individual tags or a combination of all contacts? Example: If I have 500+ contacts, can they all have tags? or is it just 100 of them? Thanks Stanley
Need to be able to integrate different creator applications from seperate accounts
Awaiting moderation! I need to be able to update the information in an application when I make an update on a different application on a different account. My question is, Is there a way to use the built-in integration tasks (Zoho OAuth connection)?
Is there a way to make a utility function that returns a sub-row from the main row
Does anyone know if there's a way to achieve this in zoho? I've got two subforms on my main form, and the second one has a dropdown that's populated with a list of unique id's from the first. A common task that I have is that I need to get information
ZOHO CRM Problem - Need urgent fix
Having issues with exporting data from zoominfo and experiencing a lot of delays in the CRM
Export saved filter of contacts
Is there a way to export only the contacts that are limited on my saved filter search? We have thousands of records, but I only want to export certain contacts.
Happiness Ratings not showing
Hi Team, New to Desk. Happiness Rating is set to be sent out on all responses. We are testing with gmail, but no smileys, not even a link to ask for happiness rating. Have I possibly configured it incorrectly.
Newbie Desk User
This question relates to branding. We have created the portal, and the SSL certificate is now applied. Therefore the URL now looks like our own, etc. Question: When a contact creates a ticket, the response that is going out is from email address: support@companyname.zohodesk.com
Zoho transactional SMS's
Hi All I would just like to know if you can send transactional SMS's through Zoho and if so can it be automated using Zoho Desk? regards Brendan
How to buy Mail Lite
So I went through help topics etc and I still got no idea how can I change from free to lite. Pricing page (https://www.zoho.com/mail/zohomail-pricing.html?src=hd) got all the paid options listed , but the buttons redirects to my inbox. When I click on
Help with record templates
So I though I finally had figured out how to print receipts automatically upon recording a new sale on my app without getting the printer prompt by using a service called PrintNode, which can trigger the receipt printer through an API call on submit.
GET /api/v1/tickets returns always assignee=null
I'm calling DESK API /api/v1/tickets with following parameter: 'include' => 'assignee', However, in result, 'assignee' is always null, even if the ticket is assigned to an agent. This was working a few days ago, but does not work from
I am not receiving some emails
Hi. I have everything configured properly but I am not receiving emails from some people. Someone tried to send me an email and even forwarding it like five times but it is not coming through. I just joined Zoho recently and I have only tested incoming
Trying to sync iPhone/iPad calendars with Zoho personal account
When I tried to set up my device calendars to work with Zoho, it tells me the password is wrong. I'm using my email account password - is there another one I don't know about?
Saving changes in sheet view does not update records
Hello, I have been trying to update Contact records via sheet view (title and email address) - but I hit save, go to the record and nothing has changed. Am I missing a step?
How to forward event created by someone else
Just moved to Zoho mail from Outlook and am running into many issues. 1. When I drag and drop a meeting in Zoho Calendar - it changes the timezone to UTC. 2. How to forward an event created by someone else? I am not able to find a way to do it. 3. Challenges with Zoho bookings and Zoho Calendar. How can I know if the person has accepted or declined the Zoho Booking meeting? 4. How to forward a Zoho Booking meeting to someone else? 5. How do I reschedule a Zoho Booking meeting in Zoho Calendar - Looks
Automate multiple processes/steps for production
Hello, I need to make a multi process flow in Sales Order Module. I tried to set it up as a blueprint but that won’t work for our needs as you can only run 1 blueprint at a time? Brief description – We are a team deal for sport uniforms, once we
Can't receive email through zoho desk
Hi currently i can't receive on zoho desk, already test from another domain no one received yet. please help ...
Heads Up: Planned Maintenance on US and IN Servers
Hello, everyone! We have planned to execute an update for the US and IN DC accounts between 6:00 a.m - 9:00 a.m, IST on 17th January, 2020. During this update, there could be intermittent email fetching delays for customers present in a few of the clusters.
Does Zoho offer a forum-based software like Discourse, Discord, FB Groups, etc.?
We are currently using Discourse for our private community. It's a bit convoluted because you have to sign up through Patreon to pay, then use your Patreon account to login to the Discourse forum. As a Zoho One customer, wondering if i can continue to
Tip #5 Applying preset discounts to sales orders items based on total quantity sold per item group
Greetings everyone! Hope you all are having a good week so far. Last time, we talked about automating package and shipment creation for your sales orders. Today, we will discuss how we can automate the process of applying discounts to your sales orders based on the total number of items from an item group sold. How does this work? E.g.: Let's suppose your condition is something like this: If total qty of items from a group is (>/= 100 but < 200), then discount given = 5%, and, if total qty of
How can the name of the parent task be fetched in a Flow?
Hello, I have set up a Flow for Zoho Projects that sends an e-mail notification for new tasks to the inbox of another task manager (OmniFocus). Now if the new task is a subtask, I would like to send the name of the parent task in the body of the notification.
How do I increase the number of visible rows per page in Dashboard?
How do I increase number of rows per page in Dashboard?
Zoho Connect Delete repeating event
How do I delete all instances of a repeating event in Zoho Connect?
Marketer's Space - Using email preferences to give contacts what they want
In our previous series of posts, we discussed some of the email marketing practices. This week, let's see how you can manage your contacts' email preferences using Zoho Campaigns. Managing these preferences offers a substantial reward to your business as it helps you retain subscribers, grow your reach, and establish brand loyalty with your contacts. This is because people prefer to hear only about areas that are relevant to them. There are multiple reasons contacts may want to unsubscribe from
The "Add Project" button is missing from the Projects Page
Hi, I'm brand-new to Zoho, and so far so good! I just started a trial on Projects, but on the Projects page, the "Add Project" button is missing. Please see attached screenshot. Thank you, Suzanne
Linking and securing zoho mail with Amazon AWS
Hello everyone. I have a zoho mail linked to an Amazon AWS account via token. Recently it was hacked via SMTP (I believe) and was sending out spam to scam other people. 1. How can I confirm if this hacking was done via my Amazon AWS? 2. If I enable 2-factor
Zoho Sign APP and repeated fields pre-filling
In the Desktop version if i have 2 fields with the same label, i can fill the data in the 1st then when i click on the 2nd field with the same label (e.g. social security number) it gets auto-filled with the data from the 1st field. E.g. 1st page ->
Zoho Sign precompilation
Greetings, my company uses Zoho Sign to sign contracts. We've been setting all the fields to "precompilated by me", so there used to be a long list of fields in the same order they appear on the mapped model. Since late December we have a huge issue,
In spotlight #1 - The all new Import and Migrate functionality in Zoho CRM.
Hello everyone! We are excited to launch the 'Spotlight on CRM' series, yet another in the Community Learning Series, aimed at helping you master Zoho CRM. In this series, we'll showcase a feature that just released or one where we have more of you sending us your queries. Join the Spotlight and share your queries on the feature in focus. A team of product specialists will answer your queries. We'll feature posts in this series on-demand or on the heels of a recent release. The feature in focus
Forecasts No Longer WORKING
ZOHO TEAM IMMEDIATE FIX IS NEEDED!!!!! There has been ongoing problems with the forecast module and how it works, most recently reported here About 2 weeks ago, I notified Zoho that I lost the ability to see my forecasts, I saw them but with no monthly data. As a manager even though the forecast module was weak at best I would manage the company wide forecast by all potentials and not by individual rep. They or course did not manage their own forecasts due to the problems noted in the other post
Cliq and zoho one
We use zoho one for a small association and have subscriptions for our employees. We would like to use cliq as a platform for the membership. So the question is can we use cliq to share documents in a central library and also how do you set it up?
ZCRM Integration with ZSubscriptions Creates duplicate contact
I have Integrated Zoho CRM with Zoho Subscriptions. When there is a new subscription, this creates a duplicate contact in Zoho CRM. How do prevent this from happening?
Drag and drop
Hello all In my application i would like to have the a drag and drop interface for records. In my application I distribute leads to agents and I would like to have a drag and drop interface that updates on a daily basis (that is, it only contains leads that I want to distribute for the next day), with this interface, I can drag the leads to the agents (that means that I should also a "basket" that contains the agents and I can drop the leads to each agent. Is possible in Zoho Creator? Looking forward
Next Page