function - display company name based on selected contact
Hi, The quotes module which is part of the crm has some tabs which I cannot remove so I've decided to create my own module similar to the quotes. I have created and added all the necesary fields. Now my issues is when I select the contact person it doesn't automatically lookup for the company to which the account belongs. I have been looking all over trying to understand how to do the same function to pickup the company in lookup field when a contact is selected, and I have no been able to understand
How do I remove the billing address form in zoho backstage
Hi, This has not been a problem in the past and appears to have been triggered by me using zoho invoice. Anyway I am unable to remove the billing field (or even hide it) in zoho backstage. It's confusing customers - plus being in Aust the Zip code raises suspicion.
Missing Kanban view for leads
Hello, I do not have Kanban view for my leads. Standard Subscription. From where to acivate it. For Dealsd module I have it Thanks
Artificial Intelligence - Word of the day #56
AI stands for Artificial Intelligence and can be defined by creating and using machine processes that carry out actions “intelligently,” mirroring human behavior and responses. Some AI activities of today’s world include: speech recognition, information processing, self-correction, reasoning and problem solving. Over the past few years, Artificial Intelligence has been pushing the boundaries of what business tools can do. AI that can talk has been around for sometime now but it has started to show
I Forgot my unique zb code
Hello, i accidentaly disabled the zoho mail system on my Shopify site and now i can't add it back because i don't know my zb code domain is: https://trovatostore.com
problema
I'm just receiving email, I can't send and write a message. When clicking on send this giving email, invalid.
How to delete mandatory sections in tickets
i want to delete mandatory sections and how can I add more than 1 attachments
PDF Record summary
Hello, When exporting a record summary into a PDF (I have made quote and invoice templates) I cannot seem to have neither the header nor the footer repeat on every page and I can't seem to add page numbers to the footer. is there something I am missing here or is this not part of Zoho Creator yet?
Zoho CRM Mail - Default emails shown from CRM not personal within CRM
i send alot of emails from zoho crm , but i have set up an emails tabs and use zoho to manage all my incoming emails. i was wondering is there a way to default the view to emails sent by zoho crm rather than the public user within zoho crm. thanks
How many email credits does Zoho Marketing Hub get when using Zoho One?
I'm about to send my first ever Zoho Marketinghub email campaign, and I'm being asked to buy email credits. I'm only sending 500 emails. I assumed that would have been included in the zoho one subscription? Thanks
Books - Portal notification and custom pages
Hello, currently I am evaluating the Books module, now I have got some questions regarding the portal: if I add a comment to an invoice/estimate which is visible in the portal, my customer should receive an email that there was added a comment. How can I set that up? Is it possible to add custom pages to the portal like an overview of our products? Is it somehow possible that my customer (not vendor!) can upload documents in the portal? Thanks in forward. Regards
Do you want to paste without formatting? No, I just want it to paste without choosing everytime!
Hey everybody, Please let me know if I've severely overlooked something but every single time I paste something into notebook, I get the question " do you want to paste without formatting?". This was not showing up before. I don't want to have to go to my mouse and select yes or no every single time I want to paste something. It's a huge waste of time. Maybe there is some setting I'm overlooking. I would like to set it as one or the other as default instead of having to choose every single time
Changing the Font Size on a Tab using a Custom Class
Hi, Sorry I am a newbie to css etc and I am looking at changing the font on the tab headers, but am not sure how to use the custom class and then setup the CSS. Would love some assistance if someone could help. The below image is my tabs I have a custom class called suppliertabs And my css example Thanks in advance.
Need to reset email admin account
Hi there I need to reset my admin account for my mail account using the domain www [dot] axp [dot] world I have sent multiple emails to the support email address and also filled up the support form but I have not heard back for over a month. Can someone please help?
the email address you have entered belongs to a different deployment/region
the email address you have entered belongs to a different deployment/region zoho
one to one relation in a function
I have got a new issue to work out. Form Profile is linked to Form Person through lookup field Lookup_Profile. I want to allow only one entry of Profile for each record in Person. And create a function (with a button in Person records) that opens a new Profile record OR the existing one if it already exists. I didn't get much further than fetching all records of Profile in a variable. Like recProfile = Profile ( ID != 0 ); After that I would need to check if the Lookup_Profile already is in recProfile.
Page breaks for Word documents are not respected
It seems that Sign does not respect the page breaks created on the Word document, when the same document is uploaded as a template. Can this be fixed?
Zoho Marketing Hub SMS Campaign Question
I have a group of leads in a module in Zoho CRM. One of the fields in that module is a date and time e.g. 25/8/2020 17:30. This date & time represents when they will be leaving my attraction. Is there a way to use this date and time to trigger an SMS to them at this time (or maybe with a one hour delay?) I can work out how to get the module to sync with zoho marketinghub, but not a way to send an SMS message based on the date and time in each lead (they are all different). Any ideas? Thanks
Motel Industry: Creating Amazing Appointment Scheduling Sites
Motels, unlike other businesses, do not require a large footprint on the internet to gain business. Many motels who have found success on the internet have gotten away with just using an appointment scheduling software besides listings on search engines. This is because all that they needed were platforms that were easily accessible to showcase their business and those which were accessed by customers the most. Therefore, using a low cost combination of just listings on search engines and an appointment
Receiving 553 error message, emails bounce back from zoho
I changed our MX settings in wix to point at zoho yesterday as instructed. However emails are bouncing back from zoho. Third party website says our domain is pointing at zoho. Need urgent help! Thanks
Can't create new user on domain email on Zoho
I moved my domain email, pervisim.com to Zoho and am wanting to create user accounts. In the control panel there is only one option "Add" and no "Create". When i add the mail account, pat.stevenson@pervisim.com, it tries to send an invite to this email address which of course won't work. How can I fix this?
Can Send Emails But I am not Receiving emails in Zoho Account
have set everything up and have the MX records pointing only to Zoho, nothing else. I am NOT reciving any error message when I send an email to the ZOHO email address but there is nothing in my Zoho Inbox. Please look into this and tell me what I need to change. www.hnaika.com contact@hnaika.com Thank You
Mail Outgoing blocked.
Dear Zoho team, We are having a problem sending email from our account littleeinsteinsaddis@zoho.com saying that; Your account littleeinsteinsaddis@zoho.com has been blocked due to security reasons. Block Type: Mail Outgoing blocked. We need your help unblocking outgoing as urgent as possible. Kindly, Biruhe Little Einsteins Addis Management Team
Deliverability? Consdering switching from Microsoft to Zoho as my host.
I am considering changing my email provider from Microsoft to Zoho, but I am concerned about deliverability. I welcome your well-informed input on the matter. I know that the best any individual could offer is anecdotal, so please kindly, be as comprehensive as you can in how/why you offer you offer any specific comment. Thank you.
Email popping issues from multiple hosts
Hi, Email stopped popping today from multiple hosts. When re-setting the account, get "connection timed out" error. Please advise as soon as possible. Thanks
Critical Delay: 1 hour to receive an e-mail
Hi, I'm Receiving e-mails and it's delayed about 1 hour to be at inbox, but for sending e-mails it's OK, once I could see it on Yahoo's Inbox about 1 minute after clicking on send button. See the attachments with the tests (but I guess you might check on server side, using better tools, isn't it?) I can't work with so slow e-mail like that! i was intending to migrate from Free Gmail account wich delays 15 min. but ZOHO is WORSE!! Is there a solution for it? Thank you!
Zoho Mail and User Unique Encryption
Does ZOHO mail have the ability for strong user encryption of email that maintains secure encryption that ZOHO cannot decrypt nor produce user keys or back door? I am looking for secure email such as protonmail and while ZOHO says its uses end-to-end encryption, it seems they are more like Google and maintain the ability to decrypt user emails themselves.
zoho.loginuser shows zoho.adminuser...
Hi - I've shared my app with a colleague (she is a user). After she logs in with her own credentials, zoho.loginuser still shows my details. Also I noticed she has a button to log out my profile while she is logged in. I don't assume this is normal behavior?
Apple Pencil not working?
Can’t get my Apple Pencil to work with notebook even though it’s working with other apps? (can’t find the right category to post this to)
What's New this June 2020 in Zoho Invoice?
Hello, everyone! Time seems to have flown by so fast and we're already halfway through the year. Though times are tough, we’ve been working as usual to bring out the best new features for you and fine-tune our existing functions. Here's what's awaiting you this month in Zoho Invoice. Create price lists with Volume Pricing Does your business offer discounts for bulk orders? We have introduced Volume Pricing, using which you can now set price breaks for items depending on the quantity sold. You can
Upgrade to Mail LT
Hola!!! Soy usuario nuevo de zoho. Pregunta: Si actualizo mi plan a MAIL LT ¿Es necesario utilizar un dominio personal "@miempresa.com"? Yo no utilizo un dominio personal y no lo necesito. Entonces quisiera saber, con el plan MAIL LT ¿Puedo crearme dos alias de correo con el dominio @zohomail.com? Actualmente tengo mi primera cuenta zoho con un correo username@zohomail.com y necesito dos correos mas que compartan la misma bandeja de entrada, es decir, necesito dos alias de correo electrónico con
Access Field in Subfom for CRM Integration
Maybe I am overlooking it, but when I set up my integration with Zoho CRM in my form I cannot find the subform merge fields. How do I access the subform fields to set a merge?
Alternative to Tags
I'm still relatively new to Zoho CRM and am trying to find an alternative to using tags, which is something we are becoming rather reliant on. I've just discovered we can only have 10 tags per record and it's highly probable that in the current way we are using tags, many of our contacts could have more than 10 tags against their records. We use tags for custom views, CRM workflows, Campaigns workflows, sync services, Zoho Forms, Zapier connections, etc. Our contacts engage with us in many different
Is Zoho Classes included in Zoho One?
See title
Delete recurring task series
Can you please tell me how to delete a whole recurring task series? I seem to be only able to delete one at a time. Thanks, Cheryl
Can Zoho WiKi be integrated with Zoho CRM?
Can Zoho WiKi be integrated with Zoho CRM?
Customer Service
I need help trying to find a solution within zoho that can allow me to upload assets and email them to a client - and receive receipt of delivery. Can someone reach out to me?
Help with IF Function
Hello, I have different fields: - CPQ TIME - Reply (list field with 3 possible replies) - OK - SOON - LATE - DATE ASKED - DELIVERY TIME - SIGNATURE DATE - FINAL DATE I need a function for final date. This field must be calculated based on the other fields. If REPLY = OK, then final date is signature date + CPQ TIME If REPLY = SOON, then final date must be SIGNATURE DATE + DELIVERY TIME if REPLY = LATE, then final date must be DATE ASKED I have tried to create the function for this
Can I integrate file uploads from creator form to Dropbox and then access from creator form with a link click?
Hi, I am using wufoo form builder and in that I can integrate file uploads to Dropbox. But the problem is that I can't access those files from wufoo. I have to login into dropbox and then access which is very hard. Can I achieve this functionality in Zoho Creator? Add files to Dropbox and then access from zoho whenever required?
Recurring events set in Projects not appearing in Outlook (Microsoft 365) (MAJOR issue!!)
All recurring events set in Zoho Projects calendar are not showing up on our Outlook calendar. Is anyone else having this issue? Saw a thread where this was happening with Google calendars. I've tried to reach out to Zoho's help team and they're not answering me and keep saying they have to get with their developers.
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