Multipage forms
The below is a quite good example how to create a multipage forms in Creator with next and previous buttons Each of these buttons redirects to another form vice versa https://app.zohocreator.com/sampleapps/next-previous/#Form:Form_A My question is, if someone lets say stops the process in step 2, is there any way the system to 'recognize' that the process is 'uncompleted' and to continue from this step another day? Or maybe to add a button in the report (as function) to continue the process from
zohoキャンペーンの連絡先をdrupalの会員情報と連携できますか？
現在、drupalというcmsを使っています。 最近、zohoキャンペーンを使い始めました。 できれば、drupalの会員情報とzohoキャンペーンの連絡先を連携させたいと思っています。 連携させることは可能でしょうか？ 可能な場合は詳しい方法が書かれたページのURLなどを教えていただければ幸いです。
Zobot Tip 1: Keep your visitors from waiting with chat forward action in the Zobot!
Visitors on a website do not usually like to be placed in situations where they need to wait for a response to their query. The Zobot eases this situation with its instantaneous and accurate responses. But what happens when the Zobot itself is in a situation where it does not know the answer to a question that the visitor has put up? This is when chat forward comes in handy. The 'forward' action in the Zobot: The 'forward' action in the Zobot lets the Zobot transfer chats to operators inside your
I cannt submit zoho form. Help please
Link zoho form : https://forms.zohopublic.com/disdikpku/form/BiodataPesertaBimbinganTeknisPeningkatanKarakterBa/formperma/3TWAq0TAEwblFXlM8jnk9Y78KTIcuQOJctviIyUtvng
Is it possible to create a matrix table panel in a dashboard?
Reports include a matrix table format, similar to what a dynamic table does in Excel: you select a column field, a row field, a measure (record count, the sum of a field in all the records, etc.), and then each cell shows what that value is for its combination
Can't show community tab in ASAP add-on
You can see that there are only 4 options.
Show a float number on the ASAP add-on icon to notify user that they have live chat or ticket reply
It will be very helpful for customers.
Is there a way for users to see and manipulate their history tickets with our support agents in ASAP.
As far as I know, I can only submit ticket from ASAP add-on. But I think it will be pretty convenient if my customers can view their ticket history and make changes in ASAP just as they can in help center as well.
How can I manage left and right margins on a CRM Inventory Template?
Currently, the margins are extensive, so that when printed, they look awful. How can we manage this to match our corporate identity? The ones on the top and bottom can be adjusted by adding a spacer, but left and right? There must be a way to control
Make Support rewarding for agents with Gamescope
Dealing with unhappy customers on a daily basis can take a toll on anyone. But, at end of the day, your front-line team is who your customers will interact with the most, especially when issues arise. Businesses like yours can't afford to have a tired
Instagram Followers Report?
Is there a report that shows the number of instagram followers over time? I would like to see our total number of instagram followers as it changes over each day or week or month or year. Thank you!
How does a Guest access/login to an Internal (intranet)?
How does a Guest access/login to an Internal (intranet)?
Migrate from Evernote
Yesterday I installed Notebook on my iPhone 6 Plus.,set up an account and started the migration of my notes from Evernote to Notebook (giving Zoho 30 days access)! I see no obvious progress on the migration and the webpage that opened with the progress indicator still shows 0% of my notes have been migrated! How long does the migration process typically take for 2100 notes which are mostly text with a few images and how will I be notified when the migration is complete?
Notebook server
Hi, I am wondering where does our notebook contain keep by ZOHO? I am more concern about our privacy in our note taken. Does it sync through their own server or through iCloud? Thanks.
Display 24h time
Hi, I'm getting 12h time display (e.g. "8:00 p.m.") for when a note last changed in Notebook on Android but can't find the settings to change it to 24h time ("20:00"). Is there something that I'm missing? Otherwise I'd like to add this as a suggestion.
Zoho Assist V2.6.4 Update Not Downloading
Hi New update is not downloading the files correctly if ZA is aware of this.
Creator API - Setting up and using the OAuth process
So full disclosure - I have never done this before, but after following all the steps I have hot a brick wall. All the IDs and codes, below, are redacted for security - I have been using the unedited versions :) My end goal is send a URL request to search
Set a custom field when lead is converted
When I convert a lead to a contact, can I make it set a custom field I have automatically? This custom field does not exist in the leads - only in contacts e.g Bob Smith is a lead, we then qualify him and open dialogue so want him to be in our contacts,
CRM : Blueprint Transition - Function - 'Transition User'
Hi, During the Blueprint transition "After" phase, I want to call a custom function. Within the function arguments - what is the correct field where I can access the USERID of the user who initiated the transition? Would that be Last Modified By? Also,
Report that show count of records by Month using 2 date fields
Have a table with records that include a client Start Date and End Date. Want to make a report that shows a count per month of how many records for that month have a Start Date in or before that month and have an End Date after that month (or no End Date
自動配信のカレンダーは毎年、繰り返して配信しますか？
ZOHO CAMPAIGNを使っています。 1.5ヶ月に一度、会員にメールを送信したいと思っています。 自動配信のカレンダーを使って、1.5ヶ月に一度、メールを配信するような設定をしました。 リストに連絡先が入っている限りは、 何年でも繰り返してその月日に配信するような設定と思っていました 作成が終わってから 「この設定って、もしかしてその日に、配信したら、それで終わってしまうのではないか？」 と思いました。 自動配信のカレンダーというのは ・毎年、指定した日に配信する ・一度、配信したらその後は配信しない
How to edit Project task categories
How can I edit the names of task categories in projects. And how can I remove unwanted categories?
Creating new document from a boilerplate document
I am fairly new to Writer but my goal is to integrate with other Zoho One apps and minimize the use of apps outside of Zoho. I have a construction company and for each project I need to create work packages and specifications in the most efficient way
change date field +1 year
Hello I have the following task: Our freelancers should be able to order a new ID (with zoho forms) every year. I have the Order_deadline field for this. In addition, a notification send out via workflow 3 days before the deadline. For the coming year,
Adding a company
I have a second contact for the same company. How do you add the company to drop down box when I go to the company section.
Birthday workflow not working
I created a birthday workflow to alert me when active clients have birthdays but it's not working. I'm not getting the alerts. Now, when I import new contacts, I have the option upon import to add the Birthday workflow I created to those contacts, and the workflow rule seems to be working for them. However, how to I make sure it's working for ALL of my contacts? Here's a picture of my workflow:
Function Help - Emails
We have a function (listed below) that creates a task for the contact owner anytime a contact sends an email to us. I'd like to update this to create the task for the user the email was sent to. What change can I make to get this working? contact = zoho.crm.searchRecords("Contacts","(Email:equals:"
Immediate Sync
I thought the point of Immediate Sync was to sync Leads and Contacts as they're added to CRM, rather than wait once every twenty-four hours like Periodic Sync. I setup Immediate Syncs last week - 1 for Leads and the other for Contacts. The initial sync worked as expected. Since then I've added several Leads and several Contacts and NONE of them have appears in Campaigns. What am I doing wrong? Or what am I not understanding about Immediate Sync?
Oops! Your ticket could not be submitted. Please try again later.
When any user submits a ticket to HR they get this error: Oops! Your ticket could not be submitted. Please try again later. If I submit a ticket to any other department it works fine. Everything was working and I haven't changed anything recently. Any
Show contact custom field
Hello. I'm a Standard plan suscriber. I have created a custom field for Contacts, this field shows when I go to the Customers section and open said customer. Now I need that field to show in customer's help center profile. Is this posible to do? Thank
Footer mail adresses do not open new message
HI, We're sending mail campaigns with a footer we've customized. In the sentence " This mail has been sent by [email] to [email] " ZC loads the our sender email adress and the customer'one. But clicking on these mail adresses doesn't open any new message.
Creating a @zoho.com address
Hello, Do we still have a way to create an email address within the @zoho.com domain? I'm considering creating another account to be my professional one, a paid one, but I'm not managing to making it through the sign up process. Can't users make @zoho.com
Question regarding aging report
Hi, I have a question on how to make ageing details report using the intergration between Zoho Books and Zoho Analytics. Here is what I want to make Customer Name, Invoice date, Invoice numbers, Total Invoices, 0-30, 30-60, 60-90 I can see the “ageing tier” has the function for 0-30. So for sure we can make the 30-60 and the 60-90. But I don’t know how. Please help. Thanks, Albert
Separate contacts inside a company by divisions
Hello, it would be nice to be able to separate multiple contacts assigned to a company by the different divisions they are working in. Now when i have one company and 20 contacts assigned to it, it gets a little bit messy and hard to have a clear view
Zoho Form to Desk integration keeps creating new contacts.
Hi, We have created a form via zoho forms that our clients use to request new users to be added to our software. The form then submits a ticket on their behalf on desk via the integration, however I have noticed that when doing so, it keeps creating the
Proper() statement for a multi-line field
Hi, I have a small function to tidy up address data from a mix of lower/upper/proper case formats. The Address field is a Multi Line text field in the form, and I find that when I run this script, it only applies Proper case to the first line, and lower case to subsequent lines in the field. For example: ADDRESS LINE 1 ADDRESS LINE 2 TOWN CITY becomes: Address Line 1 address line 2 town city where I am expecting: Address Line 1 Address Line 2 Town City My initial guess is this is a bug, does anyone
Will external users be added to WorkDrive?
I noticed on the below comparison between Zoho Docs and Zoho Workdrive that external users will be added to Zoho WorkDrive but I do not see that functionality. https://zdrive.li/8HRJma Is it still going to be added? Is there a timeline for it?
Can a single piece of documentation be used for multiple expenses without have to upload multiple times?
For example, we have users that will be submitting gasoline expenses by submitting a statement from their credit card (not linked to Zoho) that has, say, 5 gasoline expenses on it from different dates. They would want to create 5 separate expenses for
ask people to check their data periodically
Hello, I used zoho forms to create a master data sheet (address, account, telephone ...) for our freelancers. Now I want to ask them to check / update their data every year (after last change) for this I needed the date of the last change. How do i get
Importing Products associated with Potentials / Opportunities from Salesforce HELP!!!
Greetings, We are migrating from Salesforce (Hopefully) and are having some challenges figuring out how to import the Products we have associated with Opportuniites (or potentials in Zoho parlance) We have successfully imported all our historical and
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