Videos in Zoho Desk via Embed Links
Hello everyone, I´m looking to create for my co-workers and customers a small Wiki with videos and short docs. Is it possible to embed video links (for example vimeo or youtube)? And how could i do it? Best, Anton
Gmail G Suite to Zoho mail
Hi, i will be moving from gmail to zoho can i transfer my current email (in gmail ) (brian@mycompany.com) to zoho mail ? I want to use the same email address. I have backup the gmail but do i have to delete the gmail account before register the account in Zoho because G suite is on another agency
Hide Empty Lines
Hello, We have created 5 custom fields which we want to insert into a mailer. These fields are a list of sessions a customer is booked into. However not every customer has information within each custom field. The mailer is set up with each custom field in a separate row. Is it possible if any of the custom fields are empty to not use up a row. I have tested and if a customer only has 1 custom field with data in it the rest of the lines are empty and take up space and the mailer formatting looks
Flatten a table
Is it possible to flatten a table that I'm creating by an SQL query from another table? For example, I have this table: 1 A C D 2 B C E F 3 C D E I would like to turn it into this table: 1 A C 1 A D 2 B C 2 B E 2 B F 3 C D 3 C E
Zoho CRM Plus
I have noticed you have a new Zoho CRM plus user interface, when will this roll out to existing Zoho enterprise customers? I am in the Zoho one programme.
Where is the spell checker in Zoho Sheet?
I cannot find a spell checker in Zoho Sheet. I did find a 4 years old post asking the same thing with a reply stating it will be added in a future release. It's difficult to understand why after 4 years there is still is no spell checker in Sheets.....or am I missing where it's located?
Filter Multiple Dates
Is there a way to use a filter/ slicer in a dashboard from one table to filter/ slice another table in the same dashboard? For example, Table 1 has dates from 2018 to 2019. Table 2 has dates only in 2019. In my dashboard I am using a date filter/slicer from Table 1. Now I have Table 2 in the dashboard but when I use the filter/ slicer from Table 1, Table 2 charts do not slice correctly. The data is wrong. I cannot create a lookup field between dates in tables. Is there a SQL statement to create a
How do I connect Instagram to my brand?
How exactly do I connect Instagram to my brand? The help page says to 'click on Connect Instagram from the pop-up window', but I see no pop-up window. The help page has no clear instructions for where I should find it. I have found a page which lists social channels (see the attached screenshot) but I see no 'pop-up window' or any other button to add another social channel. Exactly where on Zoho Social do I start?
Insert image into a form?
Hi, I would like to insert an image into a form - is that possible? thanks Tom
Can't filter on most voted ideas
Hi there, In our Community, the filter 'Most voted' doesn't work. Can someone have a look? Thanks! Helen
Zoho Social for Franchise Business
1. Is Zoho Social friendly for franchise business too where each franchisee has their own social media account? 2. Is there a possibility of central governance? 3. What shall be the pricing for the same?
Attributing Cash Payment to a Project without Invoice
I'm new to accounting! In Quickbooks there is an option called 'Cash Memo' where I can receive payment and attribute the payment to a Project as well as a Customer which will be reflected inside the Project transactions too, is there a way I can do the same inside Zoho books without raising invoices preferably ?
Foreign Currency Bank Account in Trial Balance
Hi, My base currency is INR. I also have a USD bank account. My USD bank balance as on 31.03.20 is zero. But the trial balance as on 31.03.20 in INR shows a credit balance in INR. How do i solve this? Thank you, Lakshmi
Trigger Workflow by drag and drop in Calendar Report
Hi, I want to trigger a workflow when an object is dragged and dropped in the Calendar Report. But I can't find the right way to trigger. The Edit-trigger isn't working. Can someone help me with this issue? Thanks!
How to associate a task with a deal using a workflow rule?
Hello, Background When a deal is created I send an automated welcome e-mail to the contact. When the contact replies, the e-mail is correctly (and automatically) associated with the deal. Now I want to create task for each reply, because the reply may be not noticed. Do you think this is the right thing to do? Or is the message notification on the top right of the navigation bar sufficient, to make the user aware of a reply? Create task from inbound e-mail and associate it the deal When there is
Update an field with contents of other fields (using as variables)
Hello! I want to use field update to update an field - but with variables. How is this possible? if Briefanrede =! "Sehr" → Anredekomplett = $Briefanrede $Vorname, else Anredekomplett = $Briefanrede $Begrüßung $Titel $Nachname I want to get an "Letter salutation" field formal or informal Briefanrede can be: Sehr geehrte, Sehr geehrter, Liebe, Lieber, Hallo, Servus, Moin, Hi Begrüßung can be: Herr, Frau Titel can be: Prof., Dr., Prof Dr., Consul, … How can I do this? :) Thanks!
Articles you don’t want to miss!
Hello! Hope you all are keeping well! We have collated our infographics, articles and blogs that provide valuable insights and actionable tips on a variety of people management topics. With these informative resources, we hope to help you create an ideal work environment for your employees and improve your people management strategies. You can read our resources here. Regards, Zoho People
Filtering on e-mail header
How do I filter mail messages based on headers?
Assign products to specific users
Hi, i can´t find a proper solution to assign products to specific users. That´s the requirement: We have a wide range of products in our system. Some of the articels should only be available in the quotes creation process for a specific user group. Other user groups should have access to totally different products. Up to now i tried to assign products to price books or price lists, but i was still able to choose products from the whole product cataloge. I also tried to set the products modul to
[Webinar] What's New in Zoho Analytics: Q3 '20
Hi there! Artificial intelligence (AI) is developing at breakneck speed across multiple business functions, seamlessly weaving intelligence into the fabric of any organization. Keeping intelligence at the heart of analytics, we've beefed up our augmented analytics capabilities to meet your evolving business needs. And now we're back with another edition of What's New in Zoho Analytics ! Join us to learn about the new and exciting AI enhancements and functionalities we've built into the platform,
Live stream is not working
In social media, the entire livestream is dead. Not a single message and no message when a message is received. 4 networks are connected and working. What can it be now? Any additional settings in the CRM ??
25 new languages are now supported in Bigin Android app!
Hello All, In the latest version of the Bigin App (v1.1.6), we have brought in support for 25 new languages in the app. Users can now localize the app to any of the supported languages as per their desire. The list of languages that are supported are: 1. Arabic 2. Bulgarian 3. Czech 4. Danish 5. German 6. English (United Kingdom) 7. Spanish 8. French 9. Hindi 10. Croatian 11. Hungarian 12. Indonesian 13. Italian 14. Hebrew 15. Japanese 16. Korean 17. Dutch 18. Polish 19. Portuguese 20. Portuguese
zoho import sucks
Hello I'm using 1 user version of zoho and the csv file that i have contains 900 records. According to the maximum limit, 1000 records can be uploaded one time. but it keep getting the error message FILE CANNOT CONTAIN MORE THAN 16 ROWS. Can you let me know how to fix this. Thanks.
Let's celebrate exceptional customer service this #CSWeek
Things have been tough this year, but we can't deny the small moments of positivity we've received, either. It may have been a front-line employee coming to your rescue, a colleague sharing your workload, a manager keeping your spirits up, or a brand coming through for you in difficult times. Every little act of kindness deserves a shout out–we have the perfect way for you to celebrate them. This #CSWeek, we're announcing an array of virtual awards for you to share with someone who lifted you up
Intelligent Conditions - Multiple Conditions
We currently have intelligent triggers that launched based on the URL, however the ability to only have one condition means it is quite limited. i.e. - URL contains 'IoT' However, we would like to combine it with: - URL contains 'IoT' and Country = 'UK' Is this on the roadmap, or, do we need to do some custom development?
ARE YOU A CRM SUPERHERO? [INFOGRAPHIC]
The role of a CRM administrator is so dependent on the sale process that what it takes to be successful varies from industry to industry. Through research, our goal was to tap into the common factors across the board that help CRM admins become leaders and guides in their field. We wanted to know: How are other CRM role models achieving success? What are the best practices in the CRM administration? Is there a definitive guide for CRM admins? We reached out to a little over 1,000 CRM admins across
zoho crm failed to send a email template with designated hyperlinks in the email, instead, rerouted my customer to zoho links
please open my steam crm account...and do a search for "complaint#1062020Steam" There you'll find the our potential customer with phone# ending 2688,... whom did not complete the $6000 sale with us because the email we sent him using zoho crm didn't have the hyperlinks working in it properly.....very odd,...very disappointing...the zoho crm scrambled the email hyperlink and didn't include them properly,..when I went and looked at the recent emailed subject "diligence" to this customer,..I saw the
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked
Good day admin, I have been struggling to send emails since morning from my account but i can still receive emails. Can you please assist. My nature of business is supply chain and i am sending emails to a list of companies which are registered or non registered on our suppliers database to supply us with the specified products and services sent out as per mail for them to respond with their proposals. Kindly do assist as a matter of urgency. Regards Charlotte Mnisi
Map Dependency Field in Potential Module
Hi, I want to have Stage as a parent field and a custom field as a child for the map dependency option. The Problem here is Stage field is not listed in the parent field. Why it is not listed? The problem is with my org or is it a restriction?
Send Message from Desk to MS Teams Channel
I currently have various functions in Desk that I am using to send notifications to Cliq using workflows. Example below: message = {"text":"There is a new ticket waiting --- [#" + ticketNum + " SUBJECT: " + tikSubj + "](https://desk.zoho.com/support/comtrsys/ShowHomePage.do#Cases/dv/" + tikID + ")","card":{"title":"New Support Ticket ","theme":"modern-inline"},"broadcast":"true"}; resp = zoho.cliq.postToBotAsAdmin("ctssupport",message); I am wondering if there is any example code of how I can change
get error in auth api
An error occurred. An error occurred while processing your request. Please try again later.
Sort Table View
Greetings Zoho I love the new table view, but wonder if it would be possible for you guys to make it so you could sort the columns. E.g. Due Date, Account etc. Currently you can filter them, but this only displays the selected tickets that match the chosen criteria and hides all others. It would be beneficial to be able to sort those columns and still see all tickets. Many thanks.
getRecords sort limitation 10000 records.
When calling getRecords on a module that contains more than 10000 records and attempting to sort by a field the return is limited to 10000 records it seems. contacts = zoho.crm.getRecords("Contacts",1,1,{"sort_order":"desc","sort_by":"ContactID"}); I am attempting to get the value of "ContactID" with the highest value. However I am only having '10000' returned. Any suggested solution would be appreciated.
Zoho Webform - Multiselect field
Hi, I have created a webform for my webpage which has a multiselect field. On mobiles you can select multiple options fine, however, on a desktop you can only select one at a time. How do I fix this please?
Change Timezone in Zoho Showtime
Hi Our company is located in Melbourne, Australia and we last night started daylight savings (clocks went forward an hour: (+10:00) Australian Eastern Standard Time (Tasmania) (Australia/Hobart) should now be +11)). We have several showtime sessions with weekly reoccurrences that started prior to daylight savings and continue after it. All sessions after the start of daylight savings are now showing as starting 1 hour later eg. Session 1 (prior to daylight savings): 9am to 11:30am Session 2: 10am
Stage field is Read only
I am unable to advance the Stage field for a potential in Zoho as it is showing as read only. Until today I was able to edit this feild. I have checked with my administrator and he says my permissions allow me edit the field. I am on Safari. I have tried Chrome but the problem persists. I have also tried a hard refresh. Any ideas? Cheers.
I cannot select date field "Is not Empty"
Hello When creating a workflow, I cannot select date "is not empty" It allows me to select and then when I do final save for workflow it reverts to "is empty" Any help? I am using Bigin Thanks
Hay alguna posibilidad de compartir el diagrama de Gantt con algún cliente para que vea los procesos en tiempo real?
Quiero ver la posibilidad si mediante una URL el cliente puede acceder a la vista del proyecto y los progresos del mismo. Cualquier variante para que no tenga que ingresar a una cuenta
Records disappearing, any ideas?
Hi Everyone, Been using Creator for seven years, awesome product but something worrying has just suddenly come to light. My clients system that tracks lab tests through the testing process has just 'lost' over 100 records! I built this system in 2014 and it's been running perfectly all this time then all of a sudden we have had this disturbing glitch, let me explain. The computer station in the lab was being used by a user logged in to the system. She was adding in a batch of samples to the system
It appears that ZOHO BOOKINGS does not consider DAYLIGHT time
When testing my booking page I noticed that my clients are not able to select a 'Daylight Savings' time. For example, by default it displays Mountain Standard Time but this should be Mountain Daylight Time which is one hour later than the actual time. Please advise.
Next Page