Emails opened by clients
Is there a way to see in the client email view which emails have been opened by clients? I see it tells me in "signals" that an email has been opened, but not WHICH email. If I've recently sent more than one email, it would be good to know which one has
Custom button function: send record Notes in an email
Hi, I'd like a function that fetches all notes related to a Deal, then sends the Notes list in an email notification to the related Contact. The email would look like this: " Hello, Here is a summary of this deal: {Deals.name} {Deals.Stage} {List of notes} " Thank you for your help.
Zoho Sprints integrates with Zoho Meeting!
Remote work has become the new normal with people across time zones planning and coordinating to get work done. This has forced people to connect using virtual conferencing tools. . Zoho Sprints integrates with Zoho Meeting to enable teams to connect
How to remove extra info that is sent via zohobooks?
hi Whenever we send any email from zohobooks it shows extra info. How I can fix this? "Purchases via sender.zohobooks.com "
ZOHO Desk OAuth tokens
Hi, I have some code that get invoked every day and fetch ZOHO tickets. This is Working fine using authtokens. Since this method has been deprecated, I'm trying to change my code and use OAuth tokens instead. I've followed https://desk.zoho.com/DeskAPIDocument#OauthTokens#RegisteringAClient and
Migrate from Remote Authentication to SAML single sign-on method
Hi, I saw that Remote Authentication will be deprecated soon, and have some questions when try to use SAML single sign-on method as you recommended. Currently, we automatically sign up our valid user to zoho desk with Remote Authentication "Sign-up Operation"
CRM / Products / Inventory / Items.... WTF?
Trying to determine HOW to use the 800 zoho modules and over-lapping apps to manage our business. We have a products list in CRM. We would like to use Analytics to report on which products are selling, where. We have integrated CRM with Analytics and
Customize Calendar Invite Title
Is there a way to put the customers name in the title of the calendar invite or does it have to just be the Consultation Name. With calendly we can add the customer name.
Make Expenses easier to use for small businesses and sole traders by having auto reports as a baked in feature setting
As a sole trader I do not need to submit reports for approval. I am coming from wave apps which had a brilliant expenses app. As far as I can tell when I submit expenses I have to run a report before those expenses are added to the running tally. This
RE : MANUALLY CATEGORIZING -ADD AN EXTRA FIELD FOR EMPLOYEE
When I select itemize I can split the expenses into categories e.g a receipt for 100 from the Petrol station i can split into 50 fuel, 40 motor vehicle expenses and 10 misc. Which is great. However, I also need to add an employee field in the when I
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
Losing lead creation date when converting to customer and potentials?
My problem - Currently when you create a new lead in Z CRM it is time & date stamped, once you convert the lead to a customer it is then re stamped with a new time and date losing the original information. The reason this is important is when you want
COMPLAIN
NEED TO COMPLAIN AN UNPROFESSIONAL STAFF WHO UNABLE TO HELP ME MANY ISSUES AND DID NOT FINISHED MY QUESTIONS BUT SHUT DOWN THE CHAT. WHERE DO I GO TO FILE COMPLAIN AND REIMBURSE MY FEE?
Convert a string to date
1) How can I convert a string (numeric) to a month or date format? For example: I have a field that contains one numeric string: like 0-9. I would like to convert this into month format, such that when the string is "1", the month will be January, when the string is "2", the month will be February, when the string is "3", the month will be March, and so on.... I tried the toDate() function, but it did not return a value. 2) On another note, i tried the getMonth() function on a form field (DATE type),
New: Rich-text editing comes to Zoho Backstage
Here at Zoho Backstage, our goal is simple: to give you what you need to host your events your way. And this latest feature is one a lot of our users wanted—a Rich Text Editor (RTE). It comes with all the usual formatting options like text emphasis styles,
Vendors Bulk Payments Not Working properly
Hi, I have been using Books for quite a some time now, I followed the "bulk Payment" procedure explained here, but the option won´t be available from the drop down menu while having selected various bills. Regards
Zoho Creator as web app to handle results from scraping / API response
Hi, I am planning to scrape thousands of URL on a daily basis. As an alternative to handle this all in Python, I am evaluating, if this would be feasible in ZC too. Typical workflow: * List of URLs is generated in ZC* List of URLs is send to an API
Office 365 All Day Event with Show As Free blocks bookings for the day
Office 365 All Day Event with "Show As" set to "Free" blocks bookings for the day. This includes birthdays etc. If Show As availability is Free, bookings should be allowed.
The phenomenon that the page does not return occurs.
Dear admin The bug I asked before has not been fixed. ↓ I use the "classic" theme. If you make a reservation (even if you just select the date and time) using a smartphone as shown in the following two examples, you will not be able to return to the previous
iPad "invalid organization"
When I log into my account on my iPad, I receive the "invalid organization" response. I can get past it but what gives? Does not happen on Android or PC.
Trip report question
When associating an expense to a trip, it seems I'm forced to create a separate report for a trip. Is this correct? Is there any way to associate an expense to a trip AND have it appear in a "general" expense report. Our accounting dept. likes the ability to understand expenses related to a specific trip, but would like to see personal expenses all collated into a single report. Why? We do monthly expense reports, but receipts around a trip may span across two months. Thanks for any insight into
Subform with webhooks
I have setup a subform so that in the webhook integration I can post those fields as a sub-element in the JSON payload. However, even if I only allow a single entry in the subform, Zoho always posts the subform as an array, but the webhook I am posting
Android search no results
I work remotely and both internet connected and unconnected searches on my android phone yield no results. I can perform same search on laptop and iPad with no problem so I know it isn't me... And it has been going on for quite a while. Did I mention
LinkedIn importing add-on?
I am currently in a 2 wk trial with LinkMatch and it is working pretty well. Anyone have another Chrome add-on that is helping them get LI candidates into Zoho? I tried the Zoho product and didn't care for it.
Apply with Linkedin for candidates
Hi, Does anyone know if it is possible for a candidate to Apply with there linkedin profile or any other social media profiles or can they still only use the form from the recruiter system...? /Peter
5 ways to adapt social distancing this holiday season using online forms
Hello fellow form builders, Social distancing measures are being woven into the fabric of daily business practices, ending many forms of direct-contact business. To adapt to this, businesses might want to change their business practices, adding necessary
Não estou recebendo E-mails
Olá, faz alguns dias que nossas contas não estão recebendo novos e-mails. Não sei qual problema mas não está atualizando.
Integrate Cliq in the Zoho CRM Plus menu
Our organisation is using Zoho Cliq with Zoho CRM Plus more and more due to the coronavirus and distance working. It could be great to have the application directly in the Zoho CRM Plus menu (cf. bellow) to facilitate the access to the application for
Need Collapsible Side Panel
Is there any way to achieve this? I would often like to keep zoho mail open on the side of a 4K screen but anything less than a full 1920 pixels wide (text at 150%) and this is what I get. If I could collapse the side panel I could see who the sender
customize menu icons
This seems like it ought to have a simple solution, but how can I add (unhide) the filter icon so it is visible from the main toolbar?
Make views 'unread messages', 'all messages' accessible through IMAP
I currently have, like many others, filters that auto sort emails into folders to keep a clean inbox. Unfortunately, afaik, there is no possibility in the current Zoho IMAP implementation to access 'all messages' or 'all unread messages' views. Make
Date format in Zoho CRM -- Zoho Forms
Hi, In Zoho Writer, I need my date format to be dd-MMMM-yyyy, as in: 5 juin 2019 (french). The date fields are pushed from Zoho Forms to Zoho CRM, and from Zoho CRM to Zoho Forms. In Zoho Forms, I can easily set the date format to dd-MMM-yyy (see screenshot). When it gets pushed to Zoho CRM, it changes to yyyy-mm-dd format. I know the date format feature has been asked for often already. What I want to know is: 1- Is there a way to format the date fields in Zoho CRM OR Zoho Writer? 2- Considering
Internal error on sync transaction module zoho crm
Hi, I did sync Zoho Inventory and Zoho CRM for Accounts, Products and Suppliers . Now I'm trying to add transaction modules but I get a "internal error" message without any other explanation. Do I need to activate Zoho Finance first or is that an other
Work flows & Custom functions
Can we please get these for Customer payments please. It's bad enough that we have to set up different versions for Inventory & Books for "on create" functions & workflows :-(
Articles you don't want to miss!
Hello Everyone, We are back again with our monthly blog updates! This time, we have many interesting blogs, articles and infographics that provide insights on a variety of HR topics. Please click here to read our resources. Thank you. Wishing you all
Sync Issue Zoho CRM <-> Zoho Campaigns
The sync between Zoho CRM and Zoho Campaigns is currently inefficient. If you don't solve it, we will have to use another mailing tool, and trust me it pains me a lot. The issue When I create a sync between Zoho CRM and Zoho Campaigns, the whole fields
quotation: different price for different variant
Hello there, we recently receive a question from our costumer, they are a print service and use zoho crm for quotation.. I make a custom template and try a custom solution but the costumer still not happy. I try to say an example: We sell business card
Pivot Table User Filter Missing Values
Hi, I have created a pivot table report in Zoho Reports and added a user filter (very cool feature). Unfortunately, the filter does not show all available values. It only shows the first 100 values out of 123 possible. Thanks, Jeanne
Zoho subscriptions: How do I support annual commitment scenarios
I have a plan in my product where I need users to do annual commitment billed monthly though. How can I support this scenario in zoho subscription through APIs? I'm thinking to create a plan with monthly billing cycle and cycle expires after 12 months, and no option to cancel before this? Is there a better way to do this?
Limitation of five characters to Percent fields
Hello Zoho, Why is the percent field not allowed to have more 5 characters? And you are also including the decimal point for string count. Percentages can be more than 100.00%. It can be 100.12 or 205.40 or even 1000.50 percent. Cutting my strings to
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