form & sheet integration
Good day I have created several zoho forms which I then integrate with zoho sheets. Yesterday, I created a new form and attempted to integrate with zoho sheet but I am now being asked to choose a folder in zoho workdrive to place the new sheet. I never had this happen before. I have attached two screenshots: 1. Correct integration- this is how I have been doing it for years 2. Wrong integration- how it now shows up when I attempt an integration #1 Allows me to use the zoho sheet app to check the
Showing calendar available - when it is not available
Zoho Booking is letting folks book time in the calendar when the calendar is not available. Thanks, -Naveen
When are you addressing the invoices to have a running or overdue balance.
This is annoying to my customers and with the statements not being able to make payments as an invoice its almost pointless to have a statement history without being able to make payments via the statement. This is too much dialog with my recurring clients and I have lost clients with this issue because of this.
Zoho Mail
We are a small company using zoho one. We have been using office 365 for email primarily, but we have wondered if the value of integrating better with ZOHO CRM, that Zoho mail is worth switching to. I see good reviews about in online searches, but zoho people say to stay with outlook. Zoho is as good. Can anyone share there thoughts of the value of integrating better is worth it and if Zoho mail in general is a good product? John
Sales Duration always 0
Hi all, I have noticed that the sales duration never changes and is always 0, even after closing the deal. My pipeline starts with Needs Analysis and ends with the Closed options. I should mention that most deals are created in the deals module and not via a lead conversion. Harry
Update field in contacts from accounts
Hello, I have a field in accounts module called "DESCUENTO_TARIFA". I have to create a function that is activated via workflow rule, and that updates the field called DESCUENTO in accounts module with the same value as "DESCUENTO_TARIFA". Contact is mapped to the account as main contact. Thank you
Print with Gridlines
Is there a way to print the spreadsheet with grid lines automatically instead of having to manually add a border for each cell that is printed?
Could you remove **** Zoho People Plus ****
Hi there, We have subscriptions for Zoho People. When our employees try to connect ot Zoho People right now we got your promotion to upgrade to Zoho People Plus which is not interesting us at all. Now some of our employees clicked on upgrade and we cannot cancel with the Google SSO authentication we used since years. Could you please remove this ads for the Zoho People Plus ASAP? This way to proceed is just unacceptable.
Fix for the issue related to the logo size
In our recent update, we made some enhancements to improve the quality of the logo in customized templates. As a result of this, the logos which do not match our preferred dimensions may not appear correctly in your invoices. All you need to do, to get things back to normal is to make the logo fit our preferred dimensions (580px X 250px with 300dpi) and re-upload it back again into Zoho Invoice. We would also be glad to help you with getting your logos to fit the required dimensions. Send in your
Add Description Field to Zoho Calendar Flow
Hi, I have a flow that works fine... connects Zoho Calendar to my task management software.... I noticed that the Description field in Zoho Calendar is missing from the list of options within flow. Is it possible to add this at some point? Many thanks Rgds Jon
Zoho invoice/Slack integration not showing all payments
We successfully set up our Zoho invoice account with Slack to easily show payments received. And it works just fine for any online payments that come through. However, any payments that are manually put in, don't show a notification in the slack thread. So if we receive a check, for example, and one of us manually puts in the customer payment for their account, it does not send a notification to slack. Please let me know if I have missed something in the settings somewhere. Thank you,
Image zoom while Hovering
How to zoom in / zoom out images while hovering using onmouserover()? Could you please explain in detail how to implement this feature in my website? I need the code to magnify the image while mouse hovering.
Pivot Table Help
I was wondering if I could get some help on a pivot table I'm building. It takes info from two different tables, a contact table and a deal table. The parent table is the contact one. I will include screenshots to help visualize the issue as well as explain it through text. So it displays a Franchisee, a Franchisee Owner, Franchisee ID, and Deal Owner as the Rows. The actual data is the amount of deals total, deals made this month, and the number of active accounts. The deal information is taken
What specific Zoho Books entry do i use for the following?
1. Domain name purchase from GoDaddy (While GoDaddy has a GST number and asked me for a GST number, the final bill didn't have any GST taxed on it. Does it mean that I've to pay reverse tax for all the domains I purchased, How do I go about that? Under
Massive URL problem with Zoho Mail: urls are modified automatically
Hi, as of today, ALL emails that contain URLs result for all recipients as BAD URLs. ??? Used: Zoho Mail Web client Root Cause: Zoho Mail automatically changes URLS like eg. #1 user inserts CORRECT URL: like eg: https://www.xyzw.com/i912921921921 #2 Zoho mail converts AUTOMATICALLY to: http://https//www.xyz.com/i912921921921 Result: URLs are IMPOSSIBLE TO OPEN by recipients (DNS_PROBE_FINISHED_NXDOMAIN) This is really really bad! When will you fix it??
I cant send emails
Help Please
CRM Account Cleanup
I exported my account data and looking to clean-up old or duplicate information. I'm looking to a way to do this quickly and efficiently. Does anyone have any tips or tricks for me to do so?
#12 Tip of the week: Automate shift rotations with Zoho People
Swapping shifts of your employees can be confusing and monotonous when done manually.With Zoho People, you can automate shift rotations. Simply set up the frequency of the shift change and the applicable employees, and pave way for error-free rostering. Learn more about shift rotations here.
Integration with Textnow
Do you plans to integrate Textnow into the Telephony apps for Zoho One?
Discard filter when data is uploaded
Hi, I have a scheduled upload form an Excel file on my OneDrive. That file is shared with several people and sometimes they apply filters, when the scheduled refresh occurs and a filter is applied only the filtered data is loaded. Is there a way to load all the data, regardless of the filter applied in the Excel file? Thanks.
Migrate from Zoho books to invoice
We currently use Books and want to migrate to invoice. Is there and easy way?
Outlook doesn't support encryption
Hi, Suddenly our emails stopped working today. They have been working for 6 months with no problem. Outlook is reporting that the server doesn't support the encryption method?? Please advise. Thanks
Zoho Sprints | Product Updates | Q2, 2020
We have updated our Zoho Sprints app with some interesting features and product enhancements for the second quarter. Here's a quick overview of them. Roles and Profiles You can now designate roles and define the level of access for every team member through profiles. This helps you to authorize and control their activities within a team efficiently. Learn More about configuring roles and profiles. User Groups You can now group users based on their roles and profiles. They can also be grouped
Zoho Projects: Quarterly Updates | Q2, 2020
Dear Users, We would like to share the quarterly updates for the period April to June. Timesheet layouts & fields: In Zoho Projects, users can now create layouts for timesheets and associate them while adding time logs. Custom fields can be added while creating these layouts. Initially, the time logs will be associated with the standard layout. If the standard layout is modified, the changes will reflect in all the associated projects. Outlook adaptive cards now support blueprint transitions: Microsoft
POP3 does not sync with outlook 2019. Incoming emails are not downloaded to Outlook 2019.
Incoming emails are not downloaded to Outlook 2019.
Can I do usage based billing via API with Zoho Subscriptions?
Hi everyone, I was wondering if it's possible to bill a service like this with Zoho Subscriptions. We sell internet services which have a monthly charge, and then the customer pays for the data usage over that. The data usage bills as $10 for every 1GB they use, or every 1000MB. We basically would have 2 line items that bill monthly, with an example being: - Internet Monthly Service - $250.00 per month - Data Usage - $10 for every 1000MB used (billed in $10 increments ideally) The data usage would
Multiple Sales Pipeline to meet your business requirements in Zoho CRM mobile app
Every business has a unique sales process. If you are selling different products or targeting different types of markets, multiple pipelines can help you capture each deal's journey. With Multiple Sales Pipelines, you can accurately track multiple sales workflows for all of your products and markets. This feature helps us in defining the sales process for every deal. Let's say, you sell different products and you would like to set unique stages for each product, you can use the multiple pipeline
Setting call times and marking them as complete
When I log a call, I set a call time for a few minutes before the then-current time so it appears in the CRM as starting in the past. When I try to mark the call as complete, I get an error message saying "Call start time should be in the past". I checked my profile time zone and it is correct. I have attached a screenshot showing the call was started at 4:00 PM on 7/14/20 and I am trying to mark it as complete at 4:21 PM on 7/14/20. What is happening?
New Logo and Menu Bar Change in CRM
Hello everyone, The CRM logo and the Menu bar (that appears on the top panel in the account) will have a few changes that will be rolled-out soon. What has changed? 1. CRM logo: Earlier the logo was now its changed to . The new logo will also be displayed in all the system generated emails. 2. Tab Groups: Earlier tab groups were listed under the hamburger icon in the menu bar. Now, All Tabs options will be displayed in the menu from where the user can choose the desired tab group. This option will
How to automatically synchronise ZOHO CRM contacts with Zoho Campaigns List management
1. How do I automatically manage lists between ZOHO CRM and ZOHO Campaigns? o How can I synchronise changes in our CRM contacts with Zoho Campaign Lists? § When a customer unsubscribes or changes details from a Campaign email - I need to update the CRM record § When we add a new contact in CRM – we need to add to one or more Campaign lists. Need to be able to manage multiple subscription options eg Newsletter, notices, promotions – separately
Subscriber Score Details
How about adding the ability to see more detail in regards to the Subscriber Score rather than just a total score. It would be nice to see how much of the score relates to Opens, Clicks, Forwards etc..
Mobile and Laptop repair management
Hi, We are looking for a tool which can manage our entire process includes crm-Jobcard-technician update,pickup updat,on-site technician update,inventory and Accounts etc.
C# SDK CRM API - 401 - Empty Response
Hi, Just exploring the Zoho CRM API possibilities using the C# SDK and running into an issue that I could do with some help on. I can successfully authenticate and generate an access token and the authorization header is added to the request correctly, I am currently using the scope below for my grant token: aaaserver.profile.READ,ZohoCRM.modules.ALL,ZohoCRM.users.ALL,ZohoCRM.settings.ALL,ZohoCRM.org.ALL,ZohoCRM.bulk.ALL public void GetOrganizationDetails() { try {
What's New in Zoho Payroll [Indian Edition]: July 2020
Hi everyone, As we look forward to the second half of 2020, we hope that things improve on all fronts. Meanwhile, we have been working to enhance your payroll processing experience in Zoho Payroll. Check out the new updates we have for you this month. Option to delete loans You can now delete the organisation loans that you've created in Zoho Payroll if: - they are not open (active) in an employee's account, - they are cancelled, or - repayments have been made offline (in this case, record manual
How to create a user that can see all folders and teams in WorkDrive
Is there a way to assign users as a "super admin" or some other role in which they can see all teams and folders and do not have be manually added to each team folder?
Unable to send message
We can't send messages because of this error: Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime We have a subscription, and we always get this error and then unblock the email and after sending few messages it gets blocked again and again. We use our emails for our LMS system: -sending emails to our students. -sending email confirmation messages. -sending password reset messages. Please make sure this problem does not happen again as we don't want
Importing CSV data only to inline subforms
I have two forms, parent_form and child_form. The parent_form has inline subform which is child_form. My question is about importing CSV data which has many null values(so when imported, some rows are not imported correctly, but it's OK for me) to child_form_report. Import actions are done frequently. The results of imports are that the child_form_report has data from CSV, but the parent_form's inline child_form does not have. I think if could, when imports are completed, inline child_form will have
Translation - Word of the day #78
Zoho CRM provides an option for Administrators to translate the fields and picklist values to other languages for CRM users. The first step is to turn on the translations setting. Then, you may add as many languages you need from the list of 26 pre-defined languages available in Zoho CRM. Read this knowledge-base article to learn the step by step process of adding languages. Previous 'Word of the Day': Data Backup Next 'Word of the Day': POP
Count deals in ZOHO flow
Hi, I'd like to to trigger an action when a deal is created and then -based on the deals count- a followup action. So for example: trigger an action when new deal is created If it's the first deal of the customer Send welcome mail Or trigger an action when new deal is created If it's the 10th deal of the customer Make call task (to say thanks) Is it possible to count deals in ZOHO flow? Thanks!
What is the best way to create reports on registration in Zoho Backstage?
What is the best way to bring data from Zoho Backstage automatically and then have updated reports/dashboards? Thanks, -Naveen
Next Page