How can i hide button
in help Center page How can I hide the login button and the tickets button
We require some kind of an equivalent to the "Page Break" functionality for the KB articles
When you try to export a KB article to pdf, word etc the result becomes very inconvenient to read because of the uncontrolled and sporadically created page breaks between the pages. We definitely need to be able to set some "Page Break" points on the
Zoho runs so slowly!
Hi The speed on Zoho Creator is almost unusable sometimes, such as at the moment. We have a fair bit of information on there as we use it as our database for an office, with 25 users. However it is becoming more and more difficult to use and everyone
Links to Different Page with Anchor not working in Preview Mode
Some simple buttons on my Home page are linked to anchors on another page. I set it up the links by editing the button so that the link pointed to the other page, and I typed the anchor name in "Add Anchor." Everything looks good. When I preview the
Pre-filled forms?
When asking email recipients to register their details for a campaign, can I get Zoho Campaigns to pre-fill the form with their contact details upon landing on our website page? It would be much easier for mobile recipients (well, everyone really) if the form was prefilled from the recipient's details on file.
Incluir un Logo en el formulario CRM
Saludos. Podrian indicarme como agregar un logo en el formulario web de CRM que deseo crear. Gracias por su atención Adel Bahsas.
Autocompletar Formulario en Zoho CRM
Saludos. Soy usuario de ZOHO CRM y tengo en el una base de datos de contactos. Requiero realizar un formulario de actualización de datos personales en el que al usuario ingresar su ID, aparezca automáticamente los datos de el que tenemos registrados.
Update Email Signature in CRM Email Templates
How can I update the Email Signatures in CRM EMail Templates without opening and editing every template.
Can you update your MX cached DNS records - Domain Not Resolved
Hi, I am trying to email a client @mmr-research.com, however, ZOHO is not finding the right MX records, i think Zoho's cached MX DNS records are out of date. can you please update/refresh this. the emails works fine if i use Gmail. But if i use Zoho (my account) i get a Domain Not Resolved bounce. Zoho fixed this before. however, now its started again. Need this fixed ASAP. A
Is there a way to add a fourth column?
Hi, all, I can't for the life of me figure out how to add a fourth column to a row. This makes no sense as long as the width of each column is small enough, which they should be at 150 pixels per. Am I missing something? Thanks!
shuffle questions (quiz)
Hi, is there a way to shuffle the order of questions within survey? I know we can shuffle the actual answers/options, but I want to be able to shuffle the questions as well. any suggestions? Thanks
Light Agents - New Tickets
Guys, In Desk, we have created several departments - including Order Entry. Within this department, we've created ticket layouts and templates to facilitate our sales reps submitting their order docs. From within CRM, I'd like our rep to be able to create
Update Profile!
Hi There, We sometimes add the update your profile link to an email campaign. When somebody hits that button, he is send another email with a link to the update profile page. This seems to be a very redundant step. Please let me know how to work around this problem towards a more user friendly methode where people can be linked to their update profile page more directly. Kind regards, Marcel
Marketplace
Hello, We've been using Zoho for a while, and found out that there are some useful apps/integrations on the marketplace. However, much more can be developed and published. What are some of the integration or apps you would like to find on the zoho crm
5 ways businesses can use online forms this holiday season
An online data collection form is a versatile tool for your business. When you're about to face a surge in demand during the holidays, forms can help you collect and manage your data better. In the last tip, we covered how to make your forms holiday-ready.
PDF and Print buttons not appearing on Zoho page
Just upgraded to C5 and found one of my pages does not offer the PDF or Print buttons....despite being enabled. Anyone had this problem?
Embed Zoho Analytics Dashboard to Sharepoint
Hello, I created a dashboard, then I want to embed this DB to my sharepoint site and share to my colleagues who have permission on this site. I already added analytics.zoho.com & zoho.com also to allowed list of Sharepoint settings site followed the instruction
Create and customize tables right from your Android device
Hello Everyone! Let's say you are about to deliver a presentation using your Android phone, and suddenly you realize that you forgot to include a table on one of the slides. Using your Show Android app, you can easily add a table to the slide, fill
Auto Populate in Zoho CRM
Hey, I want to create a multi-line field within the LEAD module that will actually know how to pump out the information I want to create a short description of the LEAD for my sales person I want to pump the information through fields that I already have in CRM such as: Age, hobbies, first and last name and more. I would love your response Thank you :)
Zoho Creator- Zoho Sign Integration
Hi there, I am creating a little ap in Creator to manage customer cancellations. I have created a form which populates with data from our crm. The idea is that the customer is then sent the form with pre-populated fields (which are locked for editing)
Issues Posting Videos to Some Platforms
Hi, Recently I have been trying to post videos (Instagram Size) to all my social media channels via ZoHo Social. I upload the videos and it tells me immediately that the size is not right for Twitter and LinkedIn and can't post video to Google My Business.
updating contact addresses account address
I assumed that the addresses used in Probabilities, Quotes, Sales, etc... would flow from the ACCOUNT record, but it appears these fields are all or primarily populated from the address fields in the CONTACT records. I therefore need a solution that
Website turns completely white and won't load after installing new tags
Until lately, Google Tag Manager has worked very well with my website. The tags I've had in the container are Google Analytics, LinkedIn Insight Tag, GA4 and Facebook Pixel. I recently added Zoho SalesIQ and PageSense to the container and after that,
Phonebridge Integration with Custom modules
Hi, The problem that I am facing is that I am unable to connect custom modules with phonebridge as right now Zoho is limited to only Accounts, Leads, Contacts and Opportunities modules integration with phonebridge. I created 4 different teams which were focussed on 4 different agendas. These teams could have same leads as their pitch would be different. So, undoubtedly, I needed 4 different Accounts module and 4 different Leads module for each team. When I did that, I started with Kixie, but no data
Kaizen #58 - Attachments and Photo #API
Hello everyone! Welcome back to another post in the Kaizen series. This week, we will discuss how you can upload, delete, and fetch the attachments of a record in a module. We will also discuss how you can upload, download, and delete the photo of a record
Display Dual Currency on Customer Invoice
Singapore Tax Authority requires our Customers Invoices to clearly stated the GST tax amount on the invoice. For SGD invoice is no problem. But for USD invoice, we hope the Zoho software can be modified to show the invoice amount and GST amount in Singapore
WFH Tip : 30 How can you handle failures in the Zobot?
Small failures are bound to occur during visitor-bot conversations - operator unavailability, invalid email address entry, etc are all examples of minor failures that happen during a conversation. To handle these minor failures, the Zobot has a handler
Target a wider audience and provide personalized content based on visitors' location.
If your website has broader demographics and if you wish to show customized widget and functionality based on the visitor's location, you can use the .afterready() API. With .afterReady() API enabled, you can customize the functionality and content of
Zoho Connections - Google Sheets
Here's a great snippet obtained from the one & only Bharath Kumar, who has helped me enormously with my task of moving my external code internally to deluge. A million thanks to you Bharath. If you need to post stuff to Google sheets, set up the new Zoho
Required Field Missing from Macro Add Task
We have a custom field called Task Type that is marked as required and has a list of 4 values. Everywhere we add a task, the task type is shown so it can be selected. EXCEPT when adding a task as part of a macro. In this dialog the task is not available
Zoho inbox not receiving mail?
My inboxes on both my email accounts stopped receiving emails about 2am last night. I can send emails just fine, but no new emails have shown up since the middle of the night. Has some settings changed?
Problema a la hora de enviar mail
Hola, Estamos teniendo problemas para enviar mails, hay días en los que los destinatarios no reciben los mail ni nosotros recibimos un mensaje de error. Es un problema grave para nosotros ya que no sabemos que mail están entregados y cuales no. Necesito
Frame numbers in ZOHO
Hello! I've read all the manuals regarding frame numbers on your web-site. And if I'm right, this function can only be implimented if, there are no transactions with an item. However, my firm already has a lot of transactions with an item, we would like
Why remove create new or update feature
Hi Zoho, Im still trying to digest why you would remove the create new or update existing record feature from flows that send data to zoho recruit, this feature was the best feature Zoho Flow has and removing it has been a nightmare from the customers
Save Draft button greyed out unless you set a Subject field.
Not a big one, but you can't press "Save Draft" if the Subject field of your message is blank. Workaround: you can type something in the Subject field, this will activate the Save Draft button. You can then delete the Subject if you want/need to. (I know
Multiple dependency fields on Zoho Desk
Hi, Is there some special setting in Zoho Desk that let me create a dependency field between 3 or more fields? This is the situation: we have several customers and we identify them with a special field "Customer". Then, in order to ease the definition
how to change yahoo mail password
yahoo email recovery process way of the yahoo account .If you are sure that you have entered the password correctly, it means that someone else has accessed your account and changed yahoo mail password of your account. The only option left before you
change Yahoo email password
yahoo email recovery process way of the yahoo account .If you are sure that you have entered the password correctly, it means that someone else has accessed your account and changed yahoo mail password of your account. The only option left before you
Can one auto responder be triggered by more than one list?
Would like to trigger the same content from multiple signup forms. Each form has its own mailing list. So I would like to be able to set up one auto responder that is triggered by multiple lists. Can this be done? Thanks
Como hacer que diversos elementos de las paginas carguen los datos de un intervalo de tiempo
Hola, tengo una aplicación de visitas comerciales y técnicas y en algunos de sus elementos me gustaría que se cargaran los registros del ultimo mes, por ejemplo. Mi problema es sobre todo en un grafico circular, en el que se divide el numero de visita
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