Field Mapping To Templates
*EDIT* Problem solved: %Subject% not %subject% I would still love to see a list of all fields because a lot of them are not that obvious. Is there a way to map "Subject" from the Estimate to a custom template? I'm using the "Custom Template" option and I don't see %subject% or anything like it as an option. I'm pretty sure that I'm seeing Subject on some of the pre-made templates so it seems like it should be there! Is there a list of all available field names that can be mapped to a template?
You have crossed the maximum number of contact persons that can be added.
Uh oh. CRM / Books Sync reports:"You have crossed the maximum number of contact persons that can be added." I need my CRM Accounts and Contacts to be available in Books. I'd like to just set and forget the sync, but apparently I have too many contacts
Different Contact Layouts for Different Users/Profiles
Is there a way to have custom Contact layouts depending on the user's Profile/Role/Group? For instance, our shipping people would like the layout organized differently than our sales/phone people. Any Ideas?
Sub/Superscripts and Special Characters
Can anyone tell me if it is possible to add sub/superscripts or special characters to field descriptions? So far I have not been able to find a method.
How to round down?
I'm not sure what I'm missing here. But I cannot find a way to round down. In my situation I'm calculating the amount of Years between two dates represented by a Decimal with only 1 decimal place. I'm calculating this based on the days between the two dates. If I have two dates that are not quite a year off say 0.9888888888888889 days, then .round(1) will give me 1.0 and returning 1.0 when it's less then a year would not be accurate. I need it to round down to 0.9 but I can't seem to find a way to
Is there a way to Re Post all open in progress job ads at once?
It is very time consuming re posting all job individually after they expire, is there a simple way to do this?
Item enhancements
Option to allow duplicate item names. Option for auto fill of SKU with auto increment. Unit calculations against prices. Discount rates for quantities.
Tip of the week 55- When can 'sender address' and 'reply to address' be different?
Well, it is not, especially when you are a part of an organisation that has clear demarcations between, administration, support, marketing and sales teams. Why so? It is because, emails sent from one department or an individual might be marketing or sales oriented but the feedback can be received by a concerned department which regularly looks into such contents concerning doubts. It is very often the scenario that a sales email sent to a group of people might trigger some counter reactions. The
Use email template in CRM for Campaigns
So I have all my data in the CRM, created my email templates to start my campaign, I mapped out the workflow to find out we have to do it in Campaigns as the tools in the CRM module are limiting. Ok, all setup, pay the Campaign add on fee and now I'm ready to link the emails created in our CRM module to the workflow. Well, surprise, you guys don't have a way to communicate these two modules. Not only that, you don't give me the option to export the email template HTML so I don't waste hours building
Converting Leads that exist as Contacts
Hello, 1.) In Zoho CRM when I convert a Lead to a Contact, if the same email address exists in Contacts it doesn't seem to update a Multi Pick List field or any other info (eg. Surname), it just leaves the original Contact as it was. Is there a way to update the info, and in the case of Multi-pick list to add to it, so if they enquire twice about something different it would add both option to the List? 2.) In Zoho CRM when I Mass convert some Leads, it doesn't give me any notification at all if
VERY unhappy customer!! (are we the only ones having major issues?)
Hi, we have Zoho CRM professional which we pay for and have a series of MAJOR issues with Zoho, to a point that all the investment in time, training and financial commitment seems to have been wasted! Here are our main issues: (which prevents us from actually using Zoho) 1) The inventory templates are useless. We are a reputable company and simply cannot use the invoice/purchase order or other templates within zoho. When we design the templates they look ok (and I mean, just ok) however, when
Permision for users to edit task completion percentages?
How can I allow users to edit completion percentages of tasks and limit them from being able to edit anything else? The only option I see is to give users permission to edit tasks in general that they own or are assigned to. I don't want them to be able to edit everything about the tasks. The only thing I want them to be able to edit and update is completion percentage. This way they won't mess up budgeted hours, change dates or delete things on accident. Is this possible?
OpenURL to pass ID to stateless form within a page
Hello All. I have a Form called 'First' A Report called 'All First' A Stateless Form called 'First_Party' (identical to 'First') And a Page called 'Ticket' On my Report I have a Button (report workflow) that runs the following when clicked: openUrl("#Page:Ticket?Field=" + input.ID,"same window"); 'Field' is a single line text located on the Stateless Form (First_Party). Expected behaviour: The Page is opened and 'Field' dispays the ID Actual Behaviour: The page is opened and 'Field' is blank. Can
Zoho Desk Community Meetups 2020 - Australia and New Zealand
2020 is all about our customers! In that spirit, we are starting the year with our first ever Zoho Desk community meetups in Sydney, Melbourne, and Auckland. These meetups are a great place to meet local Zoho users, Zoho Desk product experts and partners, all under one roof. Join us as we discuss some key Zoho Desk features and share some tips and tricks. We will also be hosting an open Q&A session to address any questions or concerns. Topics: Ticket Management | Automation | Self-Service | Reports
Zoho One
I transitioned to Zoho one from Zoho CRM & Zoho Recruit thinking I would then be able to streamline and automate my business processes across what looks like a very impressive set of Apps. My trouble is while I know what I need for my business to run smoothly, I am seriously struggling trying to figure out how to make this happen through the various apps provided. I am a recruitment agency for the hospitality industry that primarily takes care of large seasonal recruitment drives for my clients
Live Webinar: Get everyone on the same page with Zoho WorkDrive
Back in the day, working together on a document meant passing around hard copies and performing edits by hand. Even today, many teams collaborate by sending a file back and forth for changes. Luckily, we also have the tools that enable the simultaneous co-editing of files in the cloud. With our increasingly dispersed workforce and new technologies, collaboration in the workplace has never been more important, and with Zoho WorkDrive, it's never been better. Join us for a free webinar: Get everyone
Deals - inability for 2 or more CRM users to co-own... why?
Pretty simple... We all got the Deals module and if you look in the default VIEWS options, there is an option to organize the view/listings by "Co-Owner". Yet there is no "Co-Owner" feature to be found. In my organization, as Im sure in many others, we have situations where a Sales Exec (CRM user) will be assigned a Lead (Lead Owner) and the situation may call for another CRM user to help close that Deal. Therefore we would like to add a "Co-Owner" of that Lead. Even better, an option to designate
Zoho Desk Community Meetups 2020 - Mumbai
We're back with 2020's Mumbai User group meetup and we'd love for you to be part of it! Join us in Mumbai on 7th February, 2020 for some engaging session with unlimited coffee and cookies! This meetup has curated sessions for both beginners and advanced
Add check-in homepage widget, or menu button to CRM?
Instead of loading the Zoho People app to check-in, Id love for my associates (who spend 90% in the CRM) to simply check-in/out from the CRM. Will this ever be added as a feature? Is there an extension that already does this, or currently a WIP? Can this be created in a custom function for a menu button? Thanks in advance...
How can perform a bulk record deletion in a zoho creator app?
Hello, I am Developing a solution and i am trying to create a function that will delete all records in all forms in the application. here is what i've been able to come up with: string AppConfig.clearAllAppData() { /**********************************Log variable declaration**************************************/ fullLog = ""; name = ""; recCounts = ""; deleted = false ; /**********************************END-Log variable declaration**************************************/ /*************************CONST
Exporting contacts
I am trying to export all my contacts & companies but the export is missing some Companies can some one help me on this please.
filter multiple reports on a page by clicking on a record
Hello, I would like to filter several reports displayed on a page by clicking on a record. Example: I have a parent form: "Patient" and several child forms: "consultations", "sport" etc ... displayed on a page. By clicking on a "patient", I would like the "children reports" to display only the data for this patient. Here is a diagram. I thought to define a variable "Patient_Id" then to filter the other reports using this variable but I block at the level of "Filter". Thanks.
Prevent 'via usermail.zohocreator.com' in email header
Emails sent from Zoho Creator to GMail have this "via usermail.zohocreator.com". I have tried setting up the SPF record to v=spf1 mx include:zoho.com ~all as suggested in https://help.zoho.com/portal/en/community/topic/which-spf-should-i-use and it doesn't work. This may be because the DKIM for usermail.zohocreator.com domain is present in the email header and Google identifies that to be more representative of the sender's domain. I have contacted tech support and have received frivolous replies
Can not link my zohomail with domain account and gmail account
Hi, I had followed all steps in connecting my zohomail with domain to my gmail account but there is always a problem in the SMTP servers telling me that "couldn't reach server. Please double check the server and port number" I had exhausted all possible ways by using youtube tutorials and other links and followed judiciously all instructions but I am always left of the same problem. My intention is just to open my gmail account and I will see all my different emails including my zoho emails in one
Export Visitor History
Is there a way to export visitor history? We've been exporting our chat history and I'm looking to get more insight into our visitors as well.
Import - Excel - Number to Long
I am importing an excel spreadsheet and during the import, one of the fields looks like this .. 32.799999. However, in excel, I put 32.8 and format the cell to only 2 decimals. Is this is a bug in the XLS import?
Sharing phone number about Candidates between Zoho recruit and Google Contacts
Hello, I am writing you in order to know whether I can see Candidates' phone number on my Google Contacts as it happens between Zoho Contacts and Google Contacts. Thanks Serena Zirpoli
Problem loading zoho sheet on Chrome
this is the error message - {"dt":"BANNER","a":199,"DU":true,"mt":"ERROR","mk":"Error.Internal.Server"}
Update All Rows in Sub form
Hay , Have one Form Named as OWNER with fields:- NAME (Name Field) CURRENT ADDRESS (Address Field) ADD CONTACTS (Sub Form of CONTACT- CONTACT is Different Form) Sub form Fields- TYPE , COMPANY , ADDRESS , DATE , COMMENT , BID i need when user enters NAME , then Automatically TYPE = "OWNER" , COMPANY = input.NAME , ADDRESS = CURRENT ADDRESS , DATE = zoho.currentdate in each row in sub form . And Disable NAME ,COMPANY,ADDRESS ,DATE in each row too. if NAME updated in future then COMPANY = input.NAME
generic email accounts (not aliases, not groups)
Dear Zoho, I just opened a trial Zoho One account and I'm having issues setting up generic email accounts. These accounts aren't used or accessed by regular users, but are a must for our organization. For example, info@domain.com, sales@domain.com, scanner@domain.com, etc... Please tell me there's a way to create this accounts, otherwise Zoho One's pricing is a non-starter for us ::sad:: Thanks, Sergio
Way to automatically assign a status after Time Open hits a certain point?
I'm trying to put together a "queue" of tickets that have been open for longer than 72 hours (not including hold time). What I would like to do is automatically assign a status to a ticket if the Open Time hits 72 hours. Is there a way to do this? Or am I looking at the wrong place?
BCC that stays
Hello, I lose clients as Zoho Desk does not allow me, as a superviser, to be well informed on the convesations I need. It requires a lot of efforts to build a good support team as well as good support methodology. The key issue is the constant control over the conversations between support agents and clients that requires correcting the behavior. Now Zoho Desk allows to respond to client requests. However Zoho Desk is weak in allowing to manage support process because it doesn't allow a manager to
Can't receive emails,
Can't receive emails but can receive them. Please advise
ZOHO People: How to create employee expense "Reimbursement Form" with Approval workflow
Hi I am trying to create a reimbursement form for employees to upload expense receipt, and claim reimbursements for expenses. I also want to have a 2 level approval system in it. Any link to tutorials / guidance is welcome. Thanks Anshuman
Hosted Pages and upgrade subscriptions
Hello, I use "Hosted Pages" in order to subscribe to 1 plan. I wan't upgrade plan for 1 user. What-is the good way for this? If a use same email address I have one error or a second "subscriptions". I just wan't update the first subscriptions to another. Can you help me? Best regards, Pierre
Cannot Delete Account
I am unable to delete my primary domain and therefore cannot delete the organization and my account. Please fix the issue with this. The domain is skynetpayments.com
Send Mail Merge to External Payroll
Hi, This must be simple enough. i have a MailMerge Template and I can email the Merge to any field in the Employee Form (Email_ID etc) However I want to email the Employee details to an external payroll email. How can I achieve this? I know I can CC them in the merge but I would still wind up have the email-to: field set as Email_ID or his hiring manager or one of the other email fields within in the form. Any way to just enter the email-to: field manually? Do I need to add the payroll email to
can't receive emails
i can send email but i can't receive. How to fix it?
I can't add a mobile number in my contact sheets
I recently subscribed for the free version of ZOHO and after going through the basic setting up, I started adding contacts to the CRM. Unfortunately though, I am facing an issue. Each time I try to add a mobile phone, I get a "please enter a valid mobile" error message. I am 100% sure the numbers I am entering are valid, although I don't know how ZOHO would know if a phone is valid or not. All it should need is a specific number of numbers, so why is it doing this? I have tried logging in with other
Associate a lead gathered from Zoho Forms to a CRM Campaign
Hi fellow Zoho gurus. I am creating a Zoho Form form called "Subscribe" that will go on our website. When a person fills in the form, I wish to check the person's details against existing reports in the CRM, add them as a lead if needed, and then add them to a CRM Campaign. NOTE: this is NOT a Zoho Campaigns List, but an Zoho CRM Campaign module entry. If the person is already a contact or lead in the CRM, they just get added to CRM Campaign. I was planning to use Zoho Flow to do this, but I cannot
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