Quick Section Bar
Hi guys, Would it be possible to have a quick section bar with a way to add specific sections on the candidate model? As an example, our candidate model is now 7-8 pages long and not everyone uses the same sections. It would be great to add to the bar on the left a list of the section I always use. This would jump to that section without me scrolling down. I know that the "RELATED LIST" does this but I can't seem to add anything relevant to this. Thanks for your help. Best, Steven
Sign Date to CRM Date field?
Is it possible to have the date a Sign documented is completed pre-populate a CRM date field? Example, customer signs document in Sign and that date pre-populates a CRM date field called "date agreement signed" Because next, I want to set up a Writer
Problem
Hi, We are facing a problem. We use you service and SendGrid to receive messages users submit on our WordPress site contact page - https://wpvivid.com/contact-us The problem is that when users submit their message from our contact page, then from the emails contact[at]wpvivid.com and support[at]wpvivid.com, we can only see their message but their email addresses are showing as bounces@sendgrid.net (please see the attached screenshot) We first thought it's a SendGrid issue, but after contact them,
My LinkedIn Personal page Published Posts are randomly out of sequence.
When I opened the file today, the first post listed is from Jan. 2019 then go backward into 2018 for four posts, then one post from April, 2019, then a random post from 2018. Then they jump to one post from today, then the next post goes back two years. What is going on? My FB and Lkn company page are fine.
Can Send Emails But I am not Receiving emails in Zoho Account
I can send emails with Zoho but I'm not receiving any emails. Everything ok when checking in the https://mxtoolbox.com/. When doing tests with my personal gmail i get this error: 553 Relaying disallowed Any help please?
Pivot Table - Last Entry
Is there a way to setup a Pivot Table filter for the last record, by date for a known key pair? For example I have Lease - Tank - Date I only want to show the last Date for the given Lease + Tank in the table.
Redirect email alias
Hi, We have the option to set email redirect in Zoho Mail (Screenshot 120). The issue is that we don't have options for redirecting each email alias. When we set a transfer/redirected, does every email associated with the Email Account (both primary email and aliases) get transfered/redirected? We need an option to redirect specific email accounts (the primary, the alias, etc.) Looking forward to your comment on the situation.
Tip 8 : How to dynamically add rows to a subform via script.
Hi everyone, A fortnight has gone by, and we are back with a new tip that would help you dynamically add rows to a subform via script. To understand how to do this, let's put ourselves in the shoes of an event manager. As an event manager, we need to regularly keep track of on-going events and the number of registrations received for each of the events. For this we need to create a form to record the details of all our events. Let's name this form as Events. This form would have the following
Create new Office 365 user option is missing
This button used to have a select menu with multiple functions, one of which was to create a new user from our Office 365 account. This would essentially allow single sign on for Zoho with Office 365. I used this function last week. Today the function is missing. Nothing has changed that I know of. I have cleared browser cache and cookies. I have tried Firefox and Chrome.
Chat to ASAP Form
Hello, I'm attempting to add the chat feature to the ASAP web form and it's grayed out. How do I add it? Thanks,
Populate a drop down list in one form with items from a subform in another form
Hi all, I'm new to Zoho Creator and could use a little help. I have two forms. For simplicity, let's distill them down to what's described below. The field I'm trying to populate (with Deluge code) is highlighted in red. Form #1: Orders - Client Name selector: This is a regular lookup field that is populated with all the Client Names from the Client form below. I use this to select the Client for whom an order is to be made. - Client Users Names selector: This is a drop down list containing the
Best way to start with a blank data set?
I am planning to migrate from QB to Books in January..beginning of fiscal year. I will probably simply start by setting Account Balances and not bother to import prior years. Because I have been playing around with Books, I'd like to do the migration into a blank Books data set. Is there a way to summarily reset all Books data to a pristine state? Ken
New Users cannot sign up on the customer portal
Hello Support, I received a complaint from my customer that the support portal will not send the verification email after signing up.. they have tried different emails and i have also.. Please can you advise where to go and fix this. Regards
Online Vault new UI beta - Set Inactivity Timeout is not working
I go to Settings > Personalization. I changed the value from the default 15 Minutes to 1 Week, clicked on Save. Page shows a notification "Settings updated successfully". I go to another page, then come back to Settings > Personalization. Set Inactivity Timeout is again showing 15 Minutes. Please fix.
Improve the design of the browser extension auto-fill menu
On a recognised username or password field, when I click on the red Z icon, the browser extension shows the auto-fill menu. This menu design can be improved a lot. 1. There is way too much blank space. In the same space that Zoho Vault shows me two items, LastPass shows me four items. 2. Long names wrap onto the next line and get partially hidden because the Fill and Login icons are getting in the way. Quite annoying. What is the need of those icons? Just make the entire entry clickable to fill or
No Header & Footer custom layout for Payment receipt
Hello, I'm using custom layout for all documents possible. Using also Header and Footer. But I can't get the header and footer area in the custom layout ? where are they ?
Vault not opening on new Android phone
When I try to login to Vault on my Android phone I get an error message, "Unable to communicate with our servers. Please try again later." I have gotten this message over the past two days. Fortunately I use both Zoho Vault and Last Pass so I still have access to my passwords on my phone via Last Pass.
Los meet-ups de Español Zoho Community de febrero, en fotos
¡Hola, usuarios de la comunidad! En esta publicación quiero hacer un pequeño homenaje a vosotros, los que formáis nuestra comunidad Zoho, ya sea participando en los foros, acudiendo a nuestros meet-ups, o hablando de Zoho con otros usuarios. La semana pasada fue especial para nuestra comunidad, ya que pudimos hacer un pequeño tour por varias ciudades - Valencia, Madrid y Barcelona - y conoceros. Pudimos charlar, comentar cómo aplicábamos cada una de las aplicaciones a vuestros negocios, compartir
Pre-fill the auto-fill
The browser extension does not automatically populate any value in the username/password fields of a recognised site. If the current URL is stored in Zoho Vault, why not simply pre-fill the username and password of the last used item? LastPass does this. In fact, it does it intelligently - it pre-fills the last used item, and also if I click on the action icon it shows all the relevant passwords sorted chronologically by last used date time. That makes it super fast to use.
Shifts and Schedule on ZOHO PEOPLE
Hello, I am having trouble associating the correct shift and schedule to my employees. Most of them have two different schedules, some even a third. Though, Zoho People only allows me to add the shift based on a date (MM/dd/YY), which becomes a problem since from what I just said. Is there any way to add them based on a day of the week, instead of date? (ie. Monday to Wednesday 09:00 - 17:00 / Thursday and Friday 07:00 to 14:00)
活動に通話があるのに、タスクのタテゴリーのデフォルトにCallがあるのはなぜでしょう？
タイトルのとおりですが、活動に通話があるのに、タスクのタテゴリーのデフォルトに電話があるのはなぜでしょうか？ 設計上の不整合な気がしてなりません。 活動に通話があとで作られたなら、タスクのカテゴリーにCallは削除すべきではないのでしょうか？ タスクでCallというのはどのようなユースケースを考えているのでしょうか？
Copying Mailing Address from Contacts to Billing Address in Accounts
Hello, I have an issue where I have all my accounts, but none of the addresses are there. Only the cotacts have the address. Is there a way to copy this from cantacts to accounts? Thanks!
Zoho Projects : Comments' area could be made bigger
Namaskaram. In Projects, comments on a task is very crucial for working collaboratively. From that aspect, the 'Comments' box right now is too small and could fit in only possibly two lines (attached screenshot). Suggestion : Would be nice to have a feature to make comments' area longer or even full screen on a single tap of an icon. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
Need help with customizing a ZoHo Chat Bot
I need help building out a chatbot for Sales IQ for my website OneCBD.com. I need help with complete configuration as well as building out a quiz in the chat bot to help customers find products that suit them best. Is there a certified partner out there who can help?
Can't use openurl in Zoho Books
We've tried to open a page using openurl in custom functions. It is not available now. It is nice feature to have openurl in Zoho Books custom functions. Crafted with ❤️ Zoho Gurus | Zoho Books Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs
Hi, is there still no way to export the email body in tickets?
Hi, When using the report function to export tickets, the body of the email never carries over. I read a thread stating the functionality was coming soon. Is this possible yet? Thanks
京大がクラウド移行。。。。だが
こんな講演案内が来ました ZOHO ONE にすればいいのに。。。 そもそも京大で作って欲しい。。。。 特別講演 京都大学が明かす、約12000人の教職員が使うグループウェア／メールを6人の コアメンバーが4カ月でクラウドサービスに刷新できた理由、導入・運用の舞台裏 ￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣ 京都大学は、2018年末から2019年前半にかけて、オンプレミスで運用していた業務系 システムや情報系システムのほとんどをクラウドへ移行した。情報系システムは 約12000人の教職員が使うグループウェア、教職員用のメールなどをサイボウズの 「Garoon」「kintone」、Googleの「G Suite」といったクラウドサービスに 切り替えた。なぜ京都大学は全面的なクラウド化を図ったのか、プロジェクトのコア メンバーが6人と少ない中、わすか4カ月で移行できた理由とは何か。 今後は、どのようなDX施策を推進していくのか。IT企画室長の永井靖浩教授が、 大規模なクラウド移行の舞台裏や、そこで得た知見を明かす。 講演者： 京都大学 情報環境機構
Display name for sending email from a group
Hi, I'd like to change the from name for the various groups we send from. We have a board group called IAHA Board with an address of board@ithacaadulthockey.com. When we send from that address, it displays to the receiver as Board. I'd like it to say IAHA Board. I have another to set as well. Can you tell me where to set this? Thanks.
What are the limits of sending mails via SMTP?
Hello, Basically speaking I'm using zoho.com free account via SMTP at this moment for sending my application and board registration mails to new users. I'm wondering what are the exact limits and what happens to mails once limit is exceeded? Am I able to see how much mails are still allowed to send? Do Premium account have higher limits, etc? I would like to know all the details. Thank you.
Layouts specific to operation in module
Idea Layouts in CRM are one of the most powerful features, though seemingly simple. I love them! Right now, we can set layout assignments based on user roles. It will be really superb if layouts could also be assigned based on the module record operation ; for example, I want to see a different layout when a Lead is created, (say only those fields for Lead creation that is essential), and I want to see some other additional fields/sections/related lists on Lead edit operation. ✏️ Benefits This has
Date and Date-Time field need to be unified
Lakshman & Creator Team, thanks for the exciting updates! Proud to be a Zoho Creator Partner for almost 8 years now. Reg the 'Date' and 'Date Time' fields : we need just one field type for both. And in the field properties, I should be able to set the format for display, whether it's only date, or date plus hour, or date plus hour plus minute and so on. The reason behind this : sometimes, when we build apps for customers, the initial requirement might be just to capture the date in the form. But
Button or Link
How do you add a button or link on a web page. We would like to add more than one registration button to backstage. This is our first year with zoho backstage but we have put great event sites together over the past few years and have found good business practice is to at minimum have at least one register button for every three sections of the page. It seems there is no way to add a button to a section without creating an image and linking it? is this correct? Also, the zoho forms that are
Zoho CRM integration - can't choose Lead Layout
Hi, It seems like Zoho Crm Leads created through SalesIQ are pushed directly to the Leads Standard layout. There is no option in SalesIQ settings to choose layout ( Screenshoy 114) nor inside Zoho CRM (Screenshot 115). Please comment on the situation. Thank you!
Being able to use the new 'Search' field against multiple reports
Namaskaram Creator team, I think the newly introduced (Oct update) Search field is a beautiful addition to Creator. As Creator partners for 8 years now, this is one of the features we have been looking forward to. It will be wonderful if the option can search multiple reports, instead of limiting to a single report. Right now, we have report's in-built search which comes quite handy for such use cases. However, in a single page, we might have several reports embedded. In such cases, being able
Associating a 'Task Layout' with a project shows already associated, while actually not yet
Namaskaram Projects team, we created a new Task Layout But now I want to associate projects with this new layout. However, it says "all projects have been associated with this layout" and wouldn't allow me to choose any project for this association. See the screenshot below for what I mean. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner 7+ Yrs | 200+ Projects | 100+ Customers
Round Up Custom Function similar to Excel RoundUp Function
Hi Team, I might be missing this but I cannot roundup in a custom function. Basically, what we need is to round up digits to the nearest whole number similar to Excel's roundup function, roundup(number,numdigits). For example, 1.4 should be rounded up to 2. I tried round(0) in custom function and it infos 1 instead of 2. In Excel, 1.4 rounds up to 2 using roundup. Any way to accomplish this in custom functions?
IMAP with Woodpecker
Hi the community, I would like use Woodpecker as malling plateforme. The probleme is that my currently IMAP is connected between Zoho CRM and my Gmail. And i have an IMAP between Gmail and Woodpecker. Woodpecker use my Gmail adresse for send email, but the probleme is i can't find what i send and what i receive in ZOHO CRM. If someone can help me thank you
Auto updating page URL when manually editing Page URL
Namaskaram Zoho Sites team, we edited the page URL manually under 'Edit Page' section. When I save it, then reloading the page it throws 404 error. Because it is loading the page with previous ( before editing ) URL. Since it is not updating page URL automatically, it takes there is no content in the URL that's why it is showing 404 error. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Create solution and sell to multiple clients
Dear gurus, Is it possible to develop a full suite solution and sell to multiple clients? Let say i develop a complete HR product and sell to 20 clients, how is the charging to be like? Zoho charges me and i can charge my 20 clients? How's the relationship? My ideal case is, i have full control (in term of payment) on my customer and zoho only deal with me.
'Contributor' user doesn't have access to Image library
Namaskaram Zoho Sites team, When giving access to a User as 'Contributor' right now User is unable to access image library.However this shouldn't be the case. Because Contributor should have the access to the image library when creating / editing pages. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
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