CRM outer margin quote template
Hi, the print preview as well as the exported pdf of a quote don't have a white margin on either side, as it is customary for documents.That means that the text starts at the top left corner and ends at bottom right corner. I changed the indents when customising the quote template. There I could create margins top, bottom, left and right. But this was not transferred to print preview or the pdf. Does anyone know how to do this? regards, Maria
Free Webinar: Managing your Amazon FBA with Zoho Inventory
Hey everyone! Hope you're all safe and well, no matter where you are. We are hosting a free webinar at 8 AM PST this Friday. In this session, we will walk you through the new and upcoming Amazon FBA integration for the US edition of Zoho Inventory (or for those organizations which have their country as USA and currency as USD). And the details are as follows: Date: April 3rd, 2020 (Friday) Time: 8 AM PST Duration: 30-45 minutes Presenter: Ajay Aadhithya Chandrasekaran Panelists: Members of the
Removing Senders
I cannot remove senders added by other users? I am the administrator... The users I cannot remove were added by an old employee. Second, I have two senders who are the same. One email is verified, the other is not. But I cannot select the email that is verified to be a sender/receiver.
Webinar Workflow Template in Campaigns
Just like there is webinar journey template in MH I need Webinar workflow template in Campaigns
How do I block an email
I am being harrassed and need to know how to permanently block an email from an individual
When does Mail get Zia grammar checking?
When does Mail get Zia grammar checking?
Segment report from multi-select field
Hello community, We are segmenting our contacts using a multi-select field. One contact may belong to multiple segments. Segments are a list of 10 differents entries qualifiying our industry. Now we want to have some statistics, and build a report listing the number of contacts per segment, and possibiliy the list of these contacts. Example: Contact A : Segment 1, Segment 2 Contact B : Segment 2, Segment 3 Contact C : Segment 4 Report should list: Segment 1 : 1 Segment 2 : 2 Segment 3 : 1 Segment
How can I renew my Domain? I can't figure it out. Thank you.
How can I renew my Domain? I can't figure it out. Thank you.
Help with function
Hello, In my module Deals, i have three fields: F. Solicitada L/P (date field) PLAZO CONTRATO (number field) L/P F. limite produccion (date field) I need a function, that update L/P F. limite produccion by calculating: F. Solicitada L/P - PLAZO CONTRATO Example: F. Solicitada L/P is December 31st PLAZO CONTRATO 30 days L/P F. limite produccion = December 31st - 30 days = December 1st Thank you
CRM Function to Find Territory Manager
I'm trying to write a function that identifies the territory manager and then updates the account record owner to that person. This will make for much easier automation on our end. We have some very complex assignment rules and this would solve a lot of our issues. I currently have 8 workflows with 10 conditions each that handles our new account assignment. If there were a way to just assign the record to the territory manager, I wouldn't need to maintain all of that. Any thoughts here? We're able
edit task
Hi, I am using projects on Chrome browser on Mac but I am not able to edit the task owner. I tired with the Android app and I can assign or delete task owners but on my laptop it doesn't work.
Zoho Projects - Slow response
Is anyone else facing slow response of zoho projects. Specially when Adding/editing tasks/forum wiki etc? Everything else seems to be working fine but the posting is working very slow for us.
Report or Account View: Accounts without Open Activities or no activity in the past 90 days
I need to run a list of accounts assigned to me that do not have an open activity assigned to it. I also need to run a report of which accounts I have not completed an activity for in the past 90, 120, 180, etc days. Can someone help?
Campaign Export To PDF
Hi There, Before this, I was able to export my campaigns into PDF files. Was wondering if we no longer have that feature because I can't seem to find it anywhere.
Google Calendar Configuration
Hi all, I am new to Bookings. I just configured integration with my Google Calendar with no problem at all. But cannot see events in Google Calendar if I switch to Calendar view in Bookings and when someone ask for a meeting the slots are all available for each day looking as if the events in my Google Calendar are nor read at all. Alex
How to post data from a web page to Zoho database with no network!?
Firstly, an apology - after much reading I'm not even sure I have the right forum. I was looking for the forum relating to the Zoho database our charity uses - I think it's Creator? But all the docs talk about Creator being an app platform, not a DB, so I'm not sure. Apologies if I'm in the wrong place. Secondly, we're looking at how to allow our mobile end users to submit data to the database when they have no network. Yes, I know, bear with me... We're considering a few options but one of them
Deals are double counting revenue
Hi there, On the Deal page, I'm tracking the products being discussed in the main products section. Some products have revenue associated with them and some do not. I want to generate a pipeline report that shows the active deals, the products, and the revenue. When I generate the report, the deal is shown for each product, and the revenue tied to the deal is tied to each product as well. For example, Deal ABC has a revenue of $100. I am tracking two products in Deal ABC, Product Y and Product Z.
Workflow based on SalesSignals
Would be great to be able to create automated workflows based on SalesSignals. Any word on if this will be available in CRM any time soon?
Process check: Skipping Leads module and using Accounts & Contacts instead - what do we loose?
Hello community, New to Zoho and trying to figure out how to match our process to features available. Semantics aside, we are interested into functionality and what we might loose if we don't use the Leads module. Currently we get "raw/cold leads list" that often have multiple people (contacts) associated with a company or during initial prospecting we discover that one person is not the best contact and we should shift our efforts to a different contact. In this case, we would need to add a new
Spotlight 06: How ShowTime's polls help trainers with real-time evaluation
ShowTime’s polls help you gauge your audience's opinions by asking them questions at preferred intervals so they stay engaged during your live online trainings. You can now stop wondering what your learners are thinking and make your session interactive by getting quick replies to your questions through polls. Welcome to another spotlight series post in ShowTime's Community Learning series. In this post, we will focus on the polls feature and how the multiple question types it provides help you
Changing owner of web form
Hi, I need to change the person who is notified when someone fills in a web form. I have changed the owner of the webform on Zoho, do I have to update the coding on the web page as well though? If I do have to change the coding, can someone point me in the direction of which specific bit would need to be updated? I don't want to replace all the coding because we've edited it quite a lot in terms of sizing and fonts, so to change the whole code would take a very long time. Thank you for your help!
Auto Increment Based on Other Pick list status in Cases Module
Dear Team, In the Cases Module, we like to set auto increment field when status of case is closed. we have configured the custom function for the mobile application. However as mobile supports offline mode, sometimes these function is not working and others also not updating in the cases. Please suggest us the solution to apply in the mobile app considering the offline functionality. Is there any process where we can disable offline functionality in the app.
Zia spell & grammar checking like in Writer
Hi, Just a thought.... how about a feature in Zoho Mail that checks spelling and grammar like the Zia function in Zoho Writer ? Would certainly help me with my speeling ;) Best regards Jon
Collapsible Layout Sections / Multiple Layouts based on Criteria
It may be helpful to the accessibility of the bottom elements such as Notes/Emails/etc. if the layout sections were collapsible individually and as a whole. An option to lock/exclude sections from a full collapse could be helpful. Multiple layouts based on criteria may also be equally as helpful. Our web2lead information utilizes additional fields and sections in our current implementation. Leads by phone will never need these fields or sections but are visible creating unnecessary dead space. Please
Why is my workflow/function only running when I create a new Potentials record through the module and not when I create a new Potential through a Contact?
So I have a script and workflow written that will grab two field's info from the Contact module and put it into the two new field's in the Potentials module whenever a new Potential is created/edited. When I create a Potential on the module itself the workflow works. However, if I were to go to a contact record, scroll down to a Potentials related list to create the Potential, it won't run the workflow/script. Is there a way to get it to do this?
Help with function to update with same value
Hello, I need help with this function. in deals module, I have tree fields: - "Respuesta Cliente" (List) - "Plazo entrega CPQ dias" (Decimal) - "PLAZO CONTRATO" (Number) I have to create a workflow rule, that when "Respuesta Cliente" containts "Agree" or "Long-Term", then a function is activated to update "PLAZO CONTRATO" with same value as "Plazo entrega CPQ dias". Thank you
Zoho docs
Hi sir please check zoho docs insert option not working insert tabe and name manager not woriking good
Let us rename/delete Related Lists
This feature would be very useful! Taylor S. Client Service Manager
Zoho WorkDrive is now part of Zoho Workplace
Zoho Workplace is a comprehensive suite of productivity apps that help you get work done, better. It comprises of nine apps that let you create, collaborate, and communicate with your team wherever they are. Zoho WorkDrive is now added to this bundle and replaces its predecessor, Zoho Docs. Below are the WorkDrive features you will get in the respective Workplace plans: Zoho Workplace Standard plan 5 GB shared storage per user in Zoho WorkDrive. (For eg, if an org has 10 users they will have a total
Worflow condition based on Territory
We are wanting to setup a Workflow rule or a field update action based on Territory for an account (e.g. if Account Territory is X, set custom field to Y). I noticed that the territory field is not an option when defining rules. Any ideas on how to do this?
Can't Email Zoho Finance Estimate from CRM
I have Zoho One, and have integrated Zoho Books with the CRM. Everything works fine for me (I am the Super Administrator). Security for all modules is set to Read/Write/Delete, and Zoho Finance is turned on in the security settings. I have other users with Manager > Standard access. When they create an Estimate through the CRM link and then try to email it, they get the error message "You do not have sufficient permissions to perform this operation. Contact your administrator." I changed the Role
Condensing the Page
Is there any way to condense the page view by reducing the padding between fields? There is a lot of blank space on the page that could be filled or better utalised. Andrew
Job opening is "in-progress" but portal shows "Currently we don't have any open jobs at "
Hi, i just created my 1st Job Opening . It is showing with a status " In-Progress" in https://recruit.zoho.com/recruit/ but when I go to my portal , I see a "Currently we don't have any open jobs at " What did i forget to do ? thanks
Calendar content is not syncing properly
All the hyperlink is getting removed in the calendar view when we receive calendar request outside of organisation. Like for ex: meeting link(team or any other links) is turned int plain text Also, When we forward meeting request ....all the content associated with request is not carry-forward Regards Shashi
Editing Forecast Category
Hi there, I have customised my Sales stages in the section "Stage Probability Matching" I wanted to update the related Forecast Category, however am having some issues In documentation it says you can: Associate Forecast categories (Pipeline, Closed, Omitted, Best Case, Committed) However in my Zoho CRM, I can only see Pipeline, Closed and Omitted There is no Best Case or Committed Where do you add these Forecast Categories of Best Case or Committed? Note that I am only using the Free Edition of
Tip of the Week - Auto Analysis
Are you left pondering over a pile of data tables often, and thinking where and how to start creating reports and dashboards in Zoho Analytics? With Zoho Analytics' Auto Analysis option, you need not have to worry about it anymore. What is this Auto Analysis option all about? Well, Auto Analysis is one of the many areas where Zoho Analytics uses MI and AL techniques to automatically generate a variety of most relevant reports and dashboards on a given data set. This helps in reducing the time taken
Can I update multiple fields and calculate those fields based on fields in the parent module and child module?
Hi, I have parent accounts in the Accounts module that have attendance percentages in % Filed A, % Field B, % Field C totaling 100. The children of each parent account are reservations that live in Custom Module and have a Total Attendance field and Attendance Field A, Attendance Field B, Attendance Field C as a number. Attendance Field A,B,C in each child account should be calculated based on the percentages of the parent account multiplied by the Total Attendance field in child account. The Attendance
Machine Learning - Word of the day #57
Machine learning is an area of artificial intelligence (AI) and refers to machines and systems automatically learning new behaviors and processes from experience without needing to be specifically programmed for them. When exposed to new data, these computer programs are enabled to learn, grow, change, and develop by themselves. So, put simply, the iterative aspect of machine learning is the ability to adapt to new data independently. This is possible as programs learn from previous computations
Makeup Artists: Creating Amazing Appointment Scheduling Sites
In today's world, an internet presence is often crucial to a business' success. Even if your service is excellent, a subpar competitor of yours may get more customers because they may have a better online appearance than you. You would not want to be the former, do you? This is exactly why an appointment scheduling site along with a website should be an important part of your business. Customers today look for services such as yours initially on the internet before searching through other sources.
Psychiatrists: Create Fantastic Appointment Scheduling Sites
Gone are the days where clients used to call a psychiatrist's practice to book an appointment. Today, where everyone is on the internet, most of them prefer to schedule an appointment online which is a much easier way of doing it. Having an appointment scheduling site will also allow you to focus more on your job rather than spend time on managing the appointments which will in turn increase your productivity. Also, you need to have an appointment scheduling site that is inviting and pleasing to
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