One page with two forms
In my site i am using zoho code. I have a form in sidebar which is working fine.But I want another form which will use same code and coming in popup by clicking three links on the site. But when i click on the popup link the form is coming but on validation
Shopify, Instagram, LinkedIn, Youtube and 7 more extensions for Zoho Analytics
Connect your existing tools with Zoho Analytics to analyze your data visually. Create stunning data visualizations and discover hidden insights in minutes. Shopify for Zoho Analytics Measure, analyze, and run your ecommerce business efficiently with a
End of Year Journal Entries - Retained Earnings
Tried to post my end of year journal entries I received from my CPA but wasn't able to post a credit or debit to Retained Earnings account as it didn't appear in the drop down list for a New Journal Entry. Help!
Including Details from Related Items in Email Template
I'd like to trigger an email if an account status changes to cancelled. That's the super easy part. What i'd like to also do is include information from any related potentials so that we know who the last potential owner was and how much that potential
Tab change order skips the "Mandatory Field" box on Field Property entry windows
I'm creating a new project template and recording over 10 picklist fields in it. I wanted to use my keyboard to quickly edit their properties but the tab key order doesn't stop on the "Mandatory Field" box. I have to switch to my mouse everytime to check
Tip #9: Permisos de acceso para usuarios en Zoho Projects
Tips and tricks #9 para Zoho Projects ¡Hola, comunidad! Durante la realización de proyectos es posible que intervengan distintas partes. Incluso dentro de un mismo equipo, los integrantes pueden tener roles distintos en la realización del proyecto. En
Kaizen #56 - Upsert Records #API
Hello everyone! Welcome back to another week of Kaizen. In this post, we will discuss the Upsert Records API. 1. The purpose of upsert records API Using the upsert records API, you can either insert or update records in a module. When you fire an upsert
Articles you don't want to miss!
Hello Everyone, We are back again with our monthly blog updates! This time we have some interesting blogs, articles and infographics that provide actionable tips on a variety of people management topics. With these resources, we hope to help you improve
New Zoho Books "Fetch Vendor" Action is BROKEN!!!
Zoho flow recently implemented new Zoho Books actions that required us to update all of the flows with new actions where we previously used "Zoho Books." Now the new "Fetch Vendor" action doesn't work and ALWAYS throws an error saying "Zoho Books says
Exporting Tracking data imported sales orders
Hi, I just wanted to enquire about whether it is at all possible to pull tracking information down via CSV for packages created previously? We work with a number of online channels that require us to import tracking numbers to portals. Due to us not
Pop mail problem - no sender, no subject
Hello, For the past week, all emails I get on my phone (WiMo 6.5) show as no sender, no subject. However, I don't have any problem reading my emails through my laptop or the website. Both my laptop and phone are using POP. Thanks, Richard
when I do @ to a stream channel , it does not appear into the channel
when I have received mail , I would like to @ and sharemail input the channel but it does not appear which for me , it is quite an issues please fixed this issues and find out whether there is something on my end server
Automated ticket updates listed as Private Comments
Hello. Is there a way to have automated private comments put on a ticket every time the ticket owner, ticket status or ticket category changes? It would be good to who did what to a ticket and the changes that occurred to a ticket. Perhaps this is already
OAuth POST to generate Access Tokens blocked by CORS
Hey all, As the title suggests, I'm trying to set up an application that makes GET requests to my CRM. But I'm having issues getting past the OAuth token generation. I have no issues navigating to the authentication URL to grab the grant token, but once I've got the token, my application cannot POST to the auth URL to get the Access Token. I get this error: Response to preflight request doesn't pass access control check: No 'Access-Control-Allow-Origin' header is present on the requested resource.
Edition Based Limitations for Mail Merge
Hello everyone, The number of merges that can be performed will now depend on the subscribed edition. These changes have been brought into effect owning to the changes made by the Zoho Writer team. The new limits will be effective from November 1st 2020.
Calendar PDF
Would like the option to print a pdf version of a yearly calendar full of events similar to the microsite but as a full year.
What's New in Zoho Payroll [Indian Edition]: November 2020
Hello everyone, We hope you are all doing well. At Zoho Payroll, we have been adding even more new features and updates to enhance your payroll processing. Check out our updates for this month: View employee termination report We have now introduced an
I'm escaping from Evernote and my migration stalled...
Hi -- I emailed support and I wonder if they're swamped right now. I am escaping Evernote. Their recent update was the last straw. I've heard wonderful things about Zoho Notebook, and I'm looking forward to using it. I used the Evernote --> Notebook migration
Enter basic Organisational data at one for all Zoho One apps
Hi, Is there an option of adding some basic data at one for all Zoho Apps. This data could be Organisation name Organisation Address Organisation logo Time as per location etc. As it become quite annoying to add these data almost everytime for a different
SIP / VoIP Integration with ZOHO CRM
Our company uses a SIP provider for telephony, we have SIP clients on iPhones, Computers, Software Apps etc. Now I want to configure ZOHO CRM so that ZOHO will also act as SIP client: make and receive calls, make notes of when somebody called, etc. What
Websites in Free Tier
Hello there, I have a question, I have two sites the Turks and Allwish.me. Can I take two websites in the free Zoho mail tier?
Customized Ticket Form Issue
Hi, I have found an issue with the Customized Ticket Form i am unable to add or edit the attendee for section as you can see in the attached image. I have tried every microsite we have running.
integration with Books and price lists
WE finally managed to get get quantity pricing sorted in books by using price list- brilliant. Moved all the products around and tested in Books . Brilliant. BUT - my staff often create invoices over the phone from within CRM. When we tested this it gives
Selecting Zip Code ranges
I am looking to write a report that filters on zip code ranges. For example, I want a report for all Contacts in Southern California, and another for all contacts in Northern California. I know the start and end zip codes, but apparently "Billing Code"
Questions - future features
Good Evening, 1) Is it possible to set up the 'Thumbnail View' as default in the Folders? For now each time we need to change it manually from list view to thumbnail view. 2) As a future feature. For companies which use Zoho Workdrive as Image Library it would be really helpful if we can 'personalize' the folders (inside a team folder) by changing the 'folder icon' with an icon of our preference. 3) The file viewer which you have (when we open a file or image) works fine but it cannot open images
Description field limits character
After typing about 100 characters in the Description field, the box will not accept any more characters. Even when I expand the box on the lower right corner, the Description field is still locked and will not allow me to type more than the limited number of characters. The Description field's maximum characters is 30,000+, right? How do I get the Description Field to allow me to enter more data....
How can I show the Profit Margin on a quote
I want to be able to see the profit margin on the quotes. I created a field on the product so I can enter the cost of the item, but I'm stuck from here. I want the quote to calculate the total quote amount - cost - discounts. I would like the gross
Sync form submissions to sales pipeline: Introducing Zoho Bigin integration for Zoho Forms
Hello fellow form builders, If you're a small business, then you know how important customer relationships are for success. Right now, you might be using spreadsheets to view and manage your form leads. However, as your business grows, it's often less
How to link fields between forms? How to add a "copy content" option to a field?
Hey, Question 1: How to link fields between forms? I have a form on which I manually add data, let's say Name. I have a second form that contains separate data, let's say Address. I have a third form that contains other separate data, let's say Phone
Desktop client notification
Hi! Hope you are all right. I have an issue. I dowloaded the zoho desktop app for windows. Everything works great, but I have a problem with my mails and notifications. When I get a new mail, there is a sound but only some times there is a popup in my
Mutiple invoices from one estimate?
Hi there, We use Zoho Invoice extensively to issue quite detailed estimates to our clients. The total of this estimate will often then split across multiple invoices. Is there a way we can automate this split in Zoho invoice? 1) Create estimate worth (say) £3000 2) Invoice 1 = 30% of estimate (£900) 3) Invoice 2 = 40% of estimate (£1200) 4) Invoice 3 = 30% of estimate (£900) All of the above is run with the estimate as the source. Is this possible or is it in the roadmap? Kind regards and
User can't add an idea (topic)
Hello, I have a customer (user) who can't add ideas (topics) to our Community. She gets the notification: "Unable to process your request". What can I do to check what's going wrong? I don't have any problems adding ideas (topics). Kind regards, H
In progress even the schedule time is done
I have schedule my campaign 8 am and its already 11 am my campaign is still in progress that it should be sent on the schedule time ,Please reply to this matter
Default value in custom multi line field
No option to add default value in custom multi line field??
Default value for multi-line field
It would be very nice, if ZOHO CRM would allow to set a default text in a multi-line field. There is no technical reason why this should not be possible. Please implement this!
Passing Lead from one CRM Instance to another
Hi there, another company linked to ours has got CRM setup - obviously we do too. I'd like to figure out the best way for them, when relevant / when they want, to 'transfer' the Lead they receive on their instance to our own CRM as Lead too. At the moment,
Zoho analytics API
I have a windows desktop application and would like to connect to the API with oAuth. I cannot use the normal method as we do not have a redirect URL as it is a windows application. I want to try the self-client option , but it looks like i need to generate
email schedule
Can you add an email schedule feature in the Recruit app? It is available in Mail app but not Recruit! I know its available if you perform a mass mail merge but if you are just replying to candidates at 3am and want your message to go out at 7am when the candidate is likely to wake up that action cannot be performed!
Billing and subscription
I am looking for assistance with taking payments from clients and provide billing to them. Will the invoice app act as a payment processor?
How to document overseas purchase using Paypal which issues a separate aggregated monthly usage GST bill
Hi, Whenever we make a purchase using Paypal from our company account, paypal charges us a transaction fees for all the $ to INR conversation and their fees. But this is never given as a breakdown. What they do is they include these in the transaction.
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