Prefilling name fields and address fields using URL parameters
Hi, quick question: In my Zoho Creator form I'm using the standard name and address field. How do I prefill those using URL parameters?
How to create a Site with no template or blank template ?
When you create a new site, it seems you MUST use a predefined template. What I do is then to remove all the content and start fresh. We have already our structure in mind, so this is extra work. How can I avoid using a predefined template which I need to delete, or start with a blank one ? I don't see an way like that. Any suggestions ? May be a point of improvements ? Thanks
Adding uploades to email notifications
How do I change the settings so that the email notification includes any uploads on the form? Really time consuming having to log onto my account to download the uploads. Thanks
Email can send but not receive
I am having difficulty receiving email. I have checked my MX records and they are correct I get this error: Reporting-MTA: dns; googlemail.com Received-From-MTA: dns; tristanwthomas@gmail.com Arrival-Date: Fri, 03 Feb 2017 07:38:37 -0800 (PST) X-Original-Message-ID: <4c0575d1-8de6-4ccc-92a2-744ce13d1c35@gmail.com> Final-Recipient: rfc822; tristan@tristom.com Action: failed Status: 5.0.0 Remote-MTA: dns; mail.tristom.com. (50.116.114.151, the server for the domain tristom.com.) Diagnostic-Code:
Weekly out of the office response
Is there a way to set up a recurring out of the office email? I’m off every Friday and I want to set up an Out of the office respond that happens every week.
copy & paste
Good day, I am having issues with copy & past on all my zoho app. Is there anything that I could do (settings) to be able to copy text from a word document and past into a zoho doc? Even worse, is being able to cut text in Zoho docs but not being able to past on the same paragraph! I must say it is a bit frustrating.
Help with Custom Function for Inventory -> ShipStation?
Hi everyone. I've made a function to try to move new salesorders in Zoho Inventory to shippable orders in ShipStation (based off an old CRM related one posted here), but I'm having issues now and I'm not entirely sure what the issue is. I'll attach my
Custom currency field. Need a total in my quote after QTY is entered
I have created a custom field for a dollar amount of a product THINGAMABOB is $27.99 a month recurring I also added a RECURRING TOTAL field I want to create a field that will give the output when someone adds that item with a quantity so it would look
Not able to change My existing email
Hi Team, I am not able to change my existing email My existing email is - arpit@neodove.com and desired email- help@neodove.com Please process it or let me know how to do it.
Setting Width of KB articles
How can I set the width for the KB article for formatting like I would in a simple word document? I do not want the KB articles to be as wide as they are due to it making the formatting I had in my word document not look good anymore.
Acknowledge TOS
I would like to propose adding a functionality when Users/Contacts are first enabled to the Zoho Desk Portal, they are presented with a checkbox or a button that requires that they accept our Support Terms of Service before entering the Support Portal,
What can't be done i Command Center?
I have reviewed this page: https://help.zoho.com/portal/en/kb/crm/process-management/commandcenter/articles/commandcenter-comparison Still, I am unclear. What can a Blueprint do that Command Center cannot do? What can a Workflow do that Command Center
IP is blacklisted
How do I submit a ticket to Support to try to have this IP delisted? Per MxToolbox. Report here: https://mxtoolbox.com/SuperTool.aspx?action=blacklist%3a136.143.188.13&run=toolpage
Cleanup emails
Is there an easy way to sort emails with large attachments to delete them? I found how to view the attachments by themselves but there is no place to set the filters nor to sort them.
Clipping articles on iOS
There seems to be no way to clip an article in iOS - either in Safari or Firefox. The only option seems to be saving a link, which is not what I want to do as web pages change and can disappear! Is there a solo?
Is there a way to set a default value to a REQUIRED field?
Is there a way to set a default value to a REQUIRED field? For example a "space". I am using an outside company by the name Zapier. There is an automated procedure which includes Zillow and Zoho. It creates a lead in Zoho when Zillow receives it on
Type of data pulled from LinkedIn and Facebook
Hi everyone, Would you know if Marketing Hub allows for Google and LinkedIn account integration to allow us to see the data display and performance?
Logical Problem Parsing Data
I'm having a problem conceiving of a solution to this problem and I'm hoping someone out there can solve this one. I am trying to display attendance data (in this case it's weekly, although that's not really relevant). My data looks something like this:
Including File Uploads On Email Notifications.
Where do I find the setting to included a file that has been uploaded onto a form to the email notification? It's very time consuming having to log into my account to download the files. Thanks Mandy
To have auto "PREVIOUS PRICES" on invoices for any customers
Yes, I think somebody had raised this idea before if i am correct. My question is : When i input the items in an invoice, can it be set so that the prices will follow the one previously the customers bought before ? this will greatly help to have the
Subform RTL misalignment
Hi, We use the CRM in Hebrew which is an RTL language. Looks like subforms are aligned to LTR even if the CRM is set to Hebrew.
using VPN
Good day from Holland, Since I am using VPN I am warned for possible intruders, because of the change of the country. How can I prevend this problem and lighten your workload. Regards, Hans Minekus
How to Build a Careers Page with Zoho Recruit: 3 Things to Know Before You Start
We asked our developer to provide some insight on building a career page with Zoho Recruit. Here are a few tips he thought would be helpful prior to setting up. 1. Decide where you want to host your career site. Zoho Recruit can be setup to run entirely
Does support always suck???
My company has been trying to trial Zoho Projects and CRM and there is literally no support. Today I've emailed twice, submitted through the website form, called several times and left voicemails and have ZERO response. We're a new customer to them getting ready to pay them thousands per year and the support sucks!!! What can we do? We're ready to take our business elsewhere.
Add "Update CRM user" action or add Users module to "Update module" or "Create and update module" actions
At the moment only Add CRM User and Fetch CRM User options are supported but Update CRM is not. Please consider adding this. I'll provide a sample scenario where this could be useful based on an experience with one of my clients. A custom CRM module is
Contacts unmapped with CRM
Hello Zoho Support, There is a filter on Zoho Desk 'Customers' GUI called "Contacts unmapped with CRM". Is there a way to conduct a similar search using Zoho Desk API's? Our org uses both CRM and Desk. We have enabled two-way sync between both these
Remove Spam Filter
We've run into the issue a lot of messages are getting put into SPAM for us that are not spam. Can you please either: 1) Give us the ability to whitelist certain domains (or email addresses) to bypass the spam filter. or 2) Remove the spam filter from our account Thank you, Ernie
How to send from my support email?
We are trying to use forms as a checkout workflow that collects payment information. This means that the client needs to get a receipt but I don't want them to get emailed from my personal email address.. How can I change it so that they get emailed
Zoho Assist unattended session opens blank tab
I've already checked my firewall, cleared browser cache and cookies, restarted my computer and tried a different computer. Is the service just down right now? Anyone else having an issue?
Some POP emails being bounced
I do not send many emails but most of them are bouncing back at the moment supposedly SPAM. I use POP. Any suggestions?
I Need An Explanation of Zoho
When you google Zoho you get all kinds of results, CRM, One, Projects, etc. I get that it's meant to be tailored to your business needs, but if I don't know where to start I don't know how to define anything. Is the pricing plan on Zoho One the same as CRM? Is the flexible pricing plan something for all apps or just one? Honestly I think Zoho needs to utilize one core site that explains this because I think I have information for what I need, then come across something different that makes me question
link to specific tab
Hi I have a zoho spreadsheet with 20 tabs. I am trying to link from an outside site to a zoho spreadsheet's specific tab. Eg. link straight to Tab1. Right now all I can find is a general link to the spreadhsheet, but then the user needs to find the correct tab and click it to get to that tab. Is there a way to link directly? Thanks
Adding Totals to Summary View
I have created a table using the summary view, but I cannot find how to add a total to the columns. You can easily do this in the pivot view, but you lose the ability to do conditional formatting in the pivot view. The theme in the summary view appears to show a total row, but no total exists. Please see attached picture for reference. Thanks for your help.
Merging Companies
We had a to import multiple times to get certain fields to import correctly and I am stuck 3-4 duplicates of companies and I need to merge them. is there a way to do that?
Zoho CRM Product Module Photo/Images
Hi everyone, What is the easiest way to obtain the list of photo/image in product module? We add 100 products there and each product has 5 photos and we want to make the photo showing on our website.
Error Creating User
Hi I get this error when I try to add a user. You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance. Domain is rongoartworkshop.com and email is info@rongoartworkshop.com
Solution for Yoga/Meditation Studio
Hi, I am using Zoho CRM & Mail Chimp for my Yoga-Meditation Studio. Now, I would like to have integration of all our activities as follows: - Participants/Members/Volunteers details - CRM - Teachers Details, Scheduling - Events - Classes, Workshops
Items Custom fields - add options
Hi, I have added an custom field to Items, in the form of a dropdown box. I wanted to update the text of one option and add another one after already creating an invoice which makes use of this optional field. Now, when I want to create a new invoice, Zoho is throwing me an error "Illegal value specified for a Dropdown field" Can you help me identify the underlying problem and provide me with a solution? Thanks Kevin
How do I change a scheduled call to a completed call?
I think it's great how you can now schedule a call. However, you can't seem to change the status of the call when the call has been made. Any ideas.
Add "Task I follow" in the Task Custom View
In Tasks, there is the standard view "Task I follow". Unfortunately is no possible choose this option in a custom view. In issues, there is this option (see attached picture), please enable the same also for Tasks
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