External users upload files or images to WorkDrive fails
I've been trying to add an external supplier on a workdrive folder and have the link setup with the person to "upload" access but no matter what they cannot load files past 99%. How do we fix this?
Checking Values Within Name and Address Fields
I'd like to make sure that both a First Name and a Last Name have a value in them before I save a record (ie. that both are not Null)- but in the Deluge editor, I only seem to see Name. Similarly, before saving a record, I'd like to see that for addresses, there are values in Address 1, City/District, State/Providence, Postal Code and Country - but in the Deluge editor fields option, I only see the whole Address field. How can I test those "sub-fields" of the Name and Address fields?
How to change Display Name for your Outgoing emails?
Hi All, To change Display Name Login to https://www.zoho.com/mail Select Settings >> (select) Send Mail As Highlight and click the 'Edit' icon across the particular email address under 'From Addresses List' In the 'Display Name' text box, provide the desired Display Name Click 'Update' to save the changes. You may have to provide your external SMTP password, in case you are updating the Display name for an external from address. Also, refer Send Mail As help for more information.
Zoho Books "Create Recurring Bill" is NOT an option
Hi Zoho, Zoho Flow has so many actions for Zoho Books. Unfortunately, there is not option for "Create Recurring Bill." Options for Creating Recurring Invoices and Expenses are there as options but not recurring bills. Is there any way that your team will be able to create that action?
Power of a Birthday Wish as Client Nurturing
I don't think I'll make a revelation by saying how heartwarming and personal it would be for a client, whether existing or potential, to receive a birthday wish. Zoho seems to have the means but I cannot find info on taking the full advantage of them. In my vision, I'd set an annual template congratulating the client, along with cute graphics, warm wishes, and a little gift of a discount or a freebie. It would cycle throughout the year on auto-pilot bt at the end of the year I'd refresh the template
Composite Items - Itemise components
Is it possible when an invoice is created listing a composite item to itemise all the components in the composite item on the invoice? i.e. Composite item is "Bunch of Goods" which contains "pears" "apples" "oranges" Currently I generate an invoice with item line which says just "Bunch of Goods" which is not very descriptive - is it possible to have an item line of a composite item which reads: Bunch of Goods -pears -apples -oranges Cheers in advance Chris
Tip #19: Automatiza la aprobación de entrada de registros
Tips and Tricks #19 Hola usuarios, Hoy os traemos un nuevo tip CRM que podéis utilizar para agilizar la entrada de registros, ahora que muchos de nosotros nos encontramos trabajando fuera de la oficina. Os recordamos que este tip forma parte de nuestra serie de Tips and Tricks para CRM en español - y que podéis aprender de los otros consejos haciendo clic aquí. Tip #19: Automatiza la aprobación de entrada de registros. En ventas se pueden manejar datos sensibles, como son los descuentos para tratos
How can I combine multiple sessions to create a complete certificaitons?
You see how in Coursera there is a way to combine specific courses and create a certification. Is there a way to do it in Showtime
Multiple Customer Records
When you add a customer to an apointment it allows you to re-create them as a new customer multiple times, which means you can never track all their appoinments as they are saved against multiple customer records. There needs to be validation on the "create customer" functionality to warn you that the customer already exists.
When will my SalesIQ traffic count reset?
We are now a few days with no Online Visitor map on our SalesIQ. It says we have exceeded the traffic allowance. On what date it should reset for this particular account? Thank you
Introducing hybrid training: Automate your content delivery and focus more on learner engagement
Video-based learning is a widely-accepted e-learning trend, and it’s gaining momentum. What makes it trendy now and soon a staple of learning is it’s shorter, crispier and engaging nature, changing the way your audience members learn. These training videos allow you to create a sense of immersion and connect with viewers on a deeper level. With ShowTime's latest update, you can add videos to your remote trainings thereby helping people learn from your videos as you keep them engaged with questions,
Create a REAL lookup field
Is there a way to bring other information from a lookup field into a new record? I have a form called Site where I record the information about a Site I service. I also have a form called Work Order, where I find the Site in a Lookup Field that the Work Order is for. When I use the lookup field in the Work Order it does me no good since it doesn't bring across any of the other information from the Site record. Is there an easy way to get Zoho to carry other fields into a child form when you use
What are the correct association set-ups between products campaigns and invoices?
Is there a guide that shows which associations affect which features in what way? My confusion comes from the following: In ZohoCRM we have the ability to take a product and associate it to a contact. We can also take a product and associate it to a deal. We can take a campaign and associate it to a deal… and we can also take a campaign and associate it to a contact. Furthermore we can take a product and associate it to a campaign… and countless other possibilities I couldn't find any tutorials to
Tip #21: Changing team name and Super Admin Contact in WorkDrive
Hello everyone! We hope you're finding our WorkDrive Tips and Tricks series helpful. In this post, we'll take a look at how you can change your team name and Super Admin Contact in WorkDrive. Making changes to your profile information is an easy and straightforward
Spotlight series #1: Zoho Show: a compatible, free alternative to PowerPoint
Hi Everyone! To help you get a better understanding of how to use Show best, we have decided to share a Spotlight series highlighting specific Show features in detail. For our first spotlight series we will discuss how Show is compatible with PowerPoint.
Zoho Expense- Ask the Expert #1: 4-hour Live discussion on Zoho Expense integration with Zoho CRM
Hi folks! Welcome to Zoho Expense’s Ask the Experts session! We're happy to announce our first episode to help you get to know the product better. This is a weekly forum discussion, wherein a panel of experts will take questions about Zoho Expense on the chosen topic for the day. The panel will be available for a 4-hour period and will answer any questions posted here. In this first episode of Ask the Experts - Zoho Expense, we will cover questions related to the Zoho Expense integration with Zoho
Adding custom div to site
Hi, I want to add a custom div to my site which does some animation based on some javascript logic. Is it possible to add such a custom div to the first panel of the page before anything else loads, including the header? Its like an introductory animation that needs to be displayed when someone lands on the page. It disappears after the animation completes and is no longer seen.
Adjustable Panes In Articles | Feature Request
Hi Zoho, Could we please request the panes be made adjustable when editing or viewing articles? As you can see in the screenshot below, the left hand pane (all the white space) takes up half the screen making the actual article text much smaller. It would be better if the left hand pane (which lists the chapter/article name) could be re-sized, ie; made more narrow to allow the article body text pane to be much larger and take up most of the page. Thanks.
External person having trouble uploading large files into Workdrive
Greetings, I am trying to use Zoho workdrive in lieu of dropbox for my business as I have genuinely liked using the other Zoho products. My clients are having significant problems uploading large batches of files (often .pdfs) as well as large files in general (often video files). They are uploading from their desktop and at best it is going very slowly and requiring them to break files down into smaller chunks and refusing to upload larger files. Any suggestions on how to fix this or are there upload
Restricting permission levels and viewing rights of employees, contractors and clients
Hello I have heard that you cannot restrict the access rights for different types of users. For example if you want to restrict lower level employees seeing different content of a project. Or if client has access, they see EVERYTHING. We are thinking of changing to Zoho CRM and Zoho Projects, however we need to control some level of information. Could someone please confirm if this is possible? Also, can restrictions be placed on who see invoicing and payments? Hope to gain some feedback to help
How to get total from two different tables
I have two tables with the same structure, but different data sets. Eg: Client #1, and Client #2. I want to generate a summary chart that will total by month. I would like to get the total number of 'bookings' by month, but I want to total the number out of multiple data tables that exist in the same workspace. ideally, it would be good if I could point to different workspaces, but I have duplicated the data into a new 'Summar' Workspace to have a one-stop dashboard to provide an overview. Any clues
Anyone found a way to include prefix and suffix in full name
Our client base has spent years earning their respective designations in their fields. We want to have that information included in the full name that is displayed when sending emails. Zoho says no go for full name to include prefix of suffix. Anyone have a work around? I would ideally like it to work in the campaigns module as well, but they just have a check box for full name.
WFH Tip : 8 Connect with website visitors and drive online sales with Zoho SalesIQ's live chat widget
Live chat on business websites can be more than just a platform for visitors landing on your website to chat with the operators of your organization. It lets visitors connect with you to know about the products/services that you offer, take your help in case of discrepancy or even make small talk. One of the most powerful features of Zoho SalesIQ is its live chat window that is stacked up with the most effective features to maximize your productivity. This post will focus on all the amazing features
SOLVED - Cannot add a formula column that relates to date on the row
Cannot create a column using the formulas: Modifiedtime() or Createdtime() It generates a diagnostic error that then needs so be sent to Zoho.
Invoices without lineitems/products
Hi there, I've just started developing with the rest api and I am very confused. Based on the api documentation, "Invoices" should be useable module name. however it is not. response is always invalid module name. via Meta Data Api i figured out, that the invoice module uses the api name CustomModule5001. Which is very confusing, but if I need to guess, I'd think it is because of the zohoBooks integration. The real issue is, that I cant find any way to create an invoice with items/products. According
Field Updates - Word of the day #34
The Field Update option in Zoho CRM helps you to update certain field values in the records automatically, when the associated workflow rule is triggered. Here's a knowledge-base article on how to automatically update fields. Check this video where Mandy Cagle, from Zoho CRM on-boarding team, explains how to automatically perform activities when workflow rule is triggered. Previous 'Word of the Day': Tasks Next 'Word of the Day': Webhooks
Android ASAP add-on - User Auth issue
Hello, I am faced the issue while configuring user auth via JWT in my app. Regarding of Zoho Asap docs, and issue debbuging page, I am trying to authentificate my user in ASAP Zoho SDK inside my app. The issue is: I am always getting: Response from HttpUrlConnection {"error":"invalid_request"} Steps I did: 1. Enabled JWT in Zoho Desk settings. 2. Paste there my url, which generates JWT ( https://api-devel.dmates.io/api/zoho/jwt ). To get JWT from the request, it required the @Query user_token param
duplicate email addresses
Our organization would like to send out a newsletter, and the problem is that some of our clients need to receive multiple newsletters to the same email address. Campaigns is currently sending out only one to each email address, and marking the remaining as duplicates. Is there a way to force it to send those, even though the email address is a duplicate?
Different email notifications to different users based on email address
Hi, I am on the Zoho Standard plan. How can I create rules that will allow me to select 2 different email templates for the notification rule called: "Acknowledge contact on receiving a new ticket" based on the contact's email domain?
Load Gmail Spam Messages into Zoho Desk Spam View
Right now if you hook up a Gmail account to Zoho desk for incoming emails/tickets, messages flagged by Spam in Gmail are ignored by Zoho. Separately, Zoho desk has its own spam filter to identify and mark messages as spam. It would be very helpful if there was a way to have Zoho Desk import messages that were marked as spam from Gmail (or other mail services like Zoho, Microsoft) and put them straight into Zoho's spam view. That way we could see and find them without having to look in multiple places.
Trendline
Hi, Does Zoho Reports not have trendline feature for graphs?
Resending Attendee emails
Anyone know how to resend a confirmation email or any automated email to someone who has already registered. For example I have someone who registered that did not get the original confirmation email, I wanted to resend it just to her but I can't find a way to do that from her profile or anywhere else. TIA!
Tip #18: Etiqueta registros en Zoho CRM
Tips and Tricks #18 Hola usuarios, Antes que nada, deciros que espero que estéis todos bien y que estéis siguiendo las indicaciones de prevención y seguridad, para que pronto podamos volver a vivir con más normalidad. Por nuestra parte, llevamos tres semanas trabajando desde casa, y esperamos poder ayudar, ya sea con ideas y consejos, con programas como ESAP o con suites como Zoho Remotely. Por mi parte, este jueves os voy a mostrar un nuevo consejo de la serie Tips and Tricks para CRM que podéis
Default State value in Address Field
Hello, Is it possible to set a default value to the State item in the Address field? See screenshot. Thanks!
Custom API Response
Hi, is there a way to customize the API response? I have a form with two fields (email, username) having no duplicate values validation. The problem is whenever I add a new record with existing values the API status response is always 'Failure, This value already exists. Enter a unique value', it does not specify what field/s has the error.
Add Tags option missing from new CRM version
I do not see the option to "Add Tags" in the record detail page in the new version of Zoho One CRM. Is there any way to add a tag field to the record detail page in the new version?
New Feature rolled out on May 13, 2020
Publish Within Organization Enhancement So far you can publish views to entire web users or users within your Zoho Analytics Organization. Now you can also publish reports and dashboard to users in your Zoho Organization. Click here to know how to publish within Organization. Column Level Publishing So far restricting selective columns is available only while sharing. Now you can publish selected columns from your table. This enables you to control what data your users get to see. This will
Table view just got better!
Almost a year ago, we released a new layout for ticket viewing in Zoho Desk in the form of “Table Views”. It gave your support agents an array of field level information that’s easily accessible from the ticket listing screen. Back then, a lot of our customers wanted the ability to sort their columns in a table to reorder their ticket listing at their convenience. Our product team assessed all your feedback and put it on production. We are happy to introduce the ability to sort columns in Table
Handle corporate annual quote/invoicing (maintenance/licensing renewals)
Our worklow needs to be the following: 1. We have to generate a quote (estimate) to the client 2. The client approves the quote and issues a purchase order 3. we then turn the quote into an invoice and email it to the client We can do this manually. How
Webhook
Can Zoho Flow connect to third party apps? I have requested twice support on webhooks gettind data from elementor and no luck whatsoever
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