Master Documents
I don't like excessive scrolling, it would be great if writer would allow for master documents so I can keep my chapters on separate documents and still be able to follow a sequence through a master. Similar to what MS word does.
how to display only required options in drop-down based on selected choice in previous question
Please let me know how to display only required options in drop-down based on selected choice in previous question Example, If the user select India in countries, then he must view only indian states, If he select Telangana In States, He must view Hyderabad,
Add coded data feature
Please add a feature where the admin can export the data to excel where he can view it in codes instead of text. Like , MALE - 1 FEMALE - 2 PREFER NOT TO SAY - 3
Parler
With many social media users and brands adding Parler to their options, will Zoho Social be adding support for Parler (or any other alternative platforms) any time soon? We'd like to reach our audience wherever they may be. Thanks!
Zoho Campaigns Sync Number
I see I have 50 active syncs. If I set up an immediate sync from Zoho CRM to a customers list in campaigns, I assume that counts as 1 sync? it doesn't count as a sync every time a new contact is actually added? I want to send welcome emails to new customers
Landing Page
Hi there, I'm following for a while a specific thread about a question regarding a Landing Page application and I heard that by the end of this month, or the end of the 2nd quarter according to an answer of this thread, you'll launch such application. Will this timeframe be accomplished? I'm eager to see a landing page platform from Zoho so I can stop using others that are not on my Zoho One account. The thread that I mentioned: https://help.zoho.com/portal/en/community/topic/email-landing-page-form-campaign-marketing-hub
Problem with license
We bought Zoho Workspace Professional license and as part of the license Zoho Meeting is included. But when we go to Zoho meetings page it is asking us to upgrade?!!! Why is that.
I can't change 'Unknown' to zero value
I cant make formula because instant of making the field ZERO it shows me 'Unknown' If data in Aggregate Formula is "Unknown" because of no data, is it possible to make it as '0' so my next Formula wont be "Unknown" also?
Can't fetch emails
our company email can't fetch emails from the mail server since this morning by using either Zoho App, outlook, Mail by Apple. But no problem to receive email on the webmail. anyone can help with this. Thanks.
issue setting up the SMTP
Hello there, I have an issue is setting up the SMTP for my forum to send out emails via my zoho account. These are the info I have put in: https://gyazo.com/a1c8fb8be565a268c3640d796a28d499.png But its not working. Can you tell me what should I do to
When editing an email in a workflow.campaign/automation I want to save it updating an exisitng template
Whenever I setup a workflow/campaign/automation I choose the email content from an existing template. If I then spot a mistake, i may edit it, when i then save it it only saves it for whatever process I'm currently in. I can choose to save it as a template,
Preview of email
I'm making some email tempaltes. Am i missing something in order to be able to test and preview them? It seems I have to actually use them in a campaign or workflow to see how they will look??? I would have thought as I am designing a template I should
zoho.crm.searchRecords Help
Hello I am trying to write a custom function to return an Account. I am using a workflow to pass in a field populated with a string. I then seatch for an Accounts Record which has a match to the passed in value in the IG Sitecode field. the below
Android Call
Olá prezados. Queria saber se é possivel acionar chamadas do Zoho CRM para o celular android. Por favor , alguém poderia sanar essa duvida minha? Hello dear I would like to know if it is possible to call Zoho CRM calls to the android phone. Could someone
This Week in Zoho News - CRM Zen Show Episode 119
Click here for the latest podcast and news. Zoho News PSA: Authtoken Deprecation For Analytics and Projects Both Analytics and Projects are going to stop accepting Authtokens for authentication. It is recommended you switch to Zoho OAuth Tokens The Bigin
Missing Subscription Details Button Issue
There should be a "Subscription Details" button on the account information sidebar according to the Projects Help Resources page on your Help guide. I also do remember using it last year. Right now this button is missing from the sidebar.
Bi-Weekly and Semi-Monthly
No one pays their employees "Semi-Weekly". That would mean paying them every "half" week. Since weeks have 7 days in them that would be every 3.5 days. It's nonsense. The correct term is "Bi-weekly". No one pays their employees "Bi-Monthly". That would
Exchange ActiveSync on Android
Hi, I've just upgraded my account so I could have access to activesync and I am having difficulty getting it setup on my phone. The error message is "Couldn't verify account. Couldn't connect to your account. Check your account and server information,
pop mail is failing and no subject on mobile devices
I and all users on my domain are unable to receive emails and those emails that are on mobile devices show 'no subject'. This started happening about 2 hours ago.
CRM tabs bar
Hi, It seems with the most recent CRM UI changes that the tab bar at the top leaves a lot of blank space to the right of the three-dot menu (to view additional modules) - see attached image. I only see this whilst CRM is loaded on a smaller monitor screen
Attachment doesn't appear in feed
Hi. If I attach file to task from Documents or Google drive, this action doesn't appear in feed. If I attach it from local device, it appears in feed. But when I delete it from task (attached over Documents or local device) it appears in feed. If I disassociate
Not all deposits are from Customers!
Our very first transaction was $100 from an officer to open the bank account. Booking that in Zoho is properly done with "Deposit from Other Account". I can select Employee Reimbursement as the account, but what I can't do is select the officer (or employee)
Creating new task API giving input parameter missing
I am using ZOHO Portal API to create new Task. The documentation says only Name is required. However i have tried to send everything via APi but still i am getting input parameter missing. Here are the fields I am sending via POST along with the url
Workdrive external link
I think the CRM - Workdrive integration is good, and want it to take it a step further. 1) Is it possible to have a shareable link which a customer can upload into the workdrive folder, which is linked to the CRM? Currently, you need to go to CRM > Create
Using Contacts module for vendor details instead of Vendors Module
Hi all, Im working with a new install of Zoho CRM (a blank slate). I want a simple CRM which contains Vendors, Contacts, Quotes modules. I need Vendors to be able to update their details. However, its cost prohibitive for us to purchase the additional
Filter Deals list by 3 oldest Modified Date
I'm creating a custom view in "deals". I ONLY want to show the oldest 3 deals based by the "Modified date" field. Can this be done?
Chris Kiadii talks marketing technology and implementing automation with Zoho’s suite of apps
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. Chris Kiadii is the Founder, Co-owner of Atlanta Freshstart providing home service
Video Tip #21: Authorize who creates Public and Private Team folders in your team
Hello everyone, Today's video tip will show you how you, as a Team Admin of your WorkDrive team, can control who creates Team Folders within your team. Team Folders in WorkDrive are created to store and access files created for a particular project, team,
Can we integrate internal ERP with Zoho?
Can we integrate internal ERP with Zoho, which would help in syncing contacts between Zoho CRM and our ERP.
Ability to Preview Attachments on a contacts page with Mouse Hover.
In CRM Attachments, please create the ability to preview the document or image files during a mouse-over hover and pop up window. If this isn't possible how about simply opening the file in a new browser window?? Having to download attachments to a hard
Delete email and automatically go to the next
Hello Zoho team, I have a question about deleting emails. I'm trying to set it up that when I delete an email I'm currently reading, that it'll open up the very next email that was received after that, instead of going striaght back to the inbox? Does
Custom Registration From per Service Item
Most of the scheduling/booking systems I've used allow different client/user registration forms based on the service selected. In many cases, the information that needs to be collected is necessarily specific based on the specific service the user selects. Zoho Bookings only allows one registration form per workspace. I encourage the Bookings Dev Team to consider adding the ability to create different registration forms per service item. Cheers, Chris Harvey
Community Webinar: Bring your own code to Creator with Java functions | Nov 10, 2020 [Completed]
Hello all, Our next webinar is a session on using Java functions to Creator scheduled for 10th November, 2020. APAC/ MEA 10 AM IST/ 2 PM ACST Register here Americas and Europe 9.30 AM PT/ 5.30 PM GMT Register here Third-party programming languages will
Access 'Ticket Number' (not ID) from Ticket object
As per here: https://www.zoho.com/desk/extensions/guide/#data-apis I can access the Ticket Object from the API ZOHODESK.get("ticket.id").then(function(response){ console.log(response); })) For example, I can access the TIcket ID using "ticket"."id" {status: "success", ticket.id: "11761000001055219"} status: "success" ticket.id: "11761000001055219" __proto__: Object What is not clear, is how I access the ticket number: #23222 My Support Ticket How can I access #23222 from within an extension using
Easily share unpublished jobs
Hello, it would be very interesting to be able to share job openings even if they are not published. Sometimes, we have to keep job openings confidential so we can't publish it anywhere. However, it does not mean we do not create a job description into
Pagination and Date Filter is Not Working in Zoho CRM V2 API
We are trying to get leads from our Zoho CRM using API version 2. We only need to get the last modified leads from our system. According to your documentation we have passed the parameters to request as follows We have to get the records which are updated/created on or after 2019-11-04T00:00:00+00:00 means after 12 AM on 4th Nov to 5th Nov 12 am. In our CRM there is last records which are updated/created on 24th October. After that no data is modifed and created still the response is showing all
How to Post XML leads into CRM
Hello All My lead services is offering the following XML as the lead format type for delivery over HTTP Post Can this be done? How is it done? I would like the leads to be put into the que for approval so they are not written directly to the database I have read the ZCRM FAQ and it is not clear to be at all how this can be done Any thoughts or comments would be welcomed. Thanks in advance. If someone could volunteer that is fine if you are looking for compensation to develop this for us we
How Brands Reply to Poking Competitors
It was the year of 1975 when Pepsi decided to check the ground reality and make people realize that they like Pepsi more than Coca Cola. The famous campaign was called 'The Pepsi Challenge' and it was one-of-its-kind blind taste challenge. A representative
Accounting for use of Personal Credit Card for business transactions
I have made some payments for stationery and other materials on Amazon required for my business through my personal credit card. I want to account for these expenses in Zoho books. How do I go about the same? I read somewhere that I can show the credit
Formatting
Hi within my app, the formatting list has changed. I do not see any sender information nor any Email Subject lines. All of my emails are listed as "(No Subject)" with the time stamp. Any way to get my view back to normal? Thank you
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