Better to include export details in the export timesheet email notification
Namaskaram Projects Team! Great work and love Projects App. Thanks so much! We have been using it meticulously to track our projects over the last almost 8 years now. A suggestion. Now, when we export a Timesheet in Zoho Projects, it sends an email notification once the export is completed. This is how the email looks like for example: In this email, a crucial detail is missing. it is very important to specify what options / filters were chosen for this export ; meaning what is this file? What is
Need a Column for Total Logged Time
I'd really like to see a column for Views that shows total logged time. Many of our tickets are time and materials. I'm usually not going to bill out 15 minutes until there is more time to bill out, but I sure as heck want to bill out 4 hours. But there is no way I can see this critical information without opening every ticket, I can't even find it in reports. I am attaching an example screenshot of what I am requesting. Without doing something custom, is this possible now? It would also be nice
Edit candidates
Hello, When we update/edit a candidate profile in Zoho Recruit, it would be very nice to still have the possibility to view the cv on the side so we can fill in the fields much more accurately, instead of trying to remember all the datas or going back and forth between the cv and the candidate page. The UI that would be nice to have when we click on "edit" is what you are already offering when you import a new cv into Zoho Recruit (cv on the left, form on the right) - see in attachment. Thanks Olivier
Upload Signed Documents to OneDrive using APIs
Is it possible to get the PDF file of a signed document and upload it to OneDrive using APIs. I want to indicate with code the destination folder when a document is signed. I'm trying using the OneDrive API. I'm able to create txt files, and a PDF file,
Can we not record meetings while using Zoho Meetings on the Phone/Tablet?
Hi, I was meeting with a client via my phone and noticed that there is not an option to record the meeting. So I switched to my tablet and noticed the same thing. Is this not a feature with the mobile app? If not, when will it be available. I moved over to Zoho One for a lot of reasons BUT I am still paying other vendors for for needed features that are not available via Zoho. This is becoming frustrating.
Issue with Integration between Zoho CRM with Zoho Books
Namaskaram Zoho CRM team, We have integrate Zoho CRM with Zoho Books. So, If we update the Deal/Potential name in Zoho CRM then it should be updated in Zoho books also. But that was not happening. After updating the Deal/Potential Name in Zoho CRM also the Zoho Books showed it's old name. Please refer the following images. Image from Zoho CRM: Image from Zoho Books: Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Unable to select the curved line which i drawn by pressing "Enter" in the keyboard in Zoho Show
Namaskaram Zoho Show team, For the curved line tool and Free flow tool users like me preferred to undo the drawn line since most of us not able to draw the figure in his vision into the screen clearly at the first time For example refer the screenshot below Expected: Actual: Crafted with ❤️ Zoho Gurus | Zoho Show Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
UI issue with Zoho Project (Mobile Application) - API name shown instead of field name
Namaskaram Zoho Projects team, While creating a task in Zoho Project (Mobile application), some field names are meaning less and can't be understand. Please have a look into the below image. Crafted with ❤️ Zoho Gurus | Zoho Projects Practice Team @ CubeYogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
UI issue in Zoho Books - Disabled field shows an option to select
Namaskaram Zoho Books team, While editing a custom field of 'Estimate' module, 'Data Type' field seem to be disabled. But when we do mouse hover on this, it shows 'Clear Selection' in tool tip of the field. But it doesn't allow to clear that field. If
Getting Organic Search Data into Zoho
New to Zoho here so apologies if this is a rookie question. I'm wanting to have our leads automatically tagged with a lead source of organic (currently we manually have to tag them with that lead source) and I also would like to find a way to bring the query/keyword the lead initially searched for so we can identify with organic queries are most valuable to our business. Any suggestions or ideas on how I can get these items set up? Thanks!
Many contacts
What if Company has many contacts in New Client form? And what if Individual has relation with several Companies? How to relate that?
When We Add a New "Required Field" to Our Layout for customer to fill out, it now becomes required for agent
We are trying to add a new field for our customers to fill out when they are inputting new tickets. We have made this field required. The problem is that it now becomes "required" retrospectively for all tickets that are in the system. Therefore, when our agent goes to update an older ticket, he is now required to fill out this new field before saving. The problem is that we don't have that information, only the customer has it. The question should only be required on new tickets when a customer
Email resetted and is no longer the same address
Hi! After removing an organization setup I had that was now defunct, everything seemed normal and I could continue using my email as usual that night. The next day, everything was refreshed. I had to go through the "Welcome to Zoho" screen and all my emails were gone and in their place, the welcome one. That would've been annoying but alright if my address also wasn't changed. Instead of @zoho.com, it is now @zohomail.com. Everything I use uses @zoho.com and attempts to send me emails to that, but
Inactive items
Could we please have an option under item preferences to NOT show inactive items ... ☑ Do Not Show inactive items in item lists We have a LOT of inactive items & it's quite distracting ! I know we can select "Active Items" but when we search "All items" becomes the choice ;-/ Alternatively, do not remove the filter & revert to "All items" when searching
Post Jobs with a link to another site
Where we can post jobs with job title and link to another site.
"Add User" is not available both in Zoho Mail and Zoho One admin app
Hi, I can't add new users in Zoho Mail, both inside the ZMail admin panel (screenshot 110) and the Zoho One panel (Screenshot 111). When I go directly on a user to add the Zoho Mail application, I can't find it. (Screenshot 112). The issue might be because Zoho Mail was open as a free plan before it switched to the Zoho One app. Now my subscription correctly shows Zoho One - 8 licenses ( Screenshot 113). Please help!
Blocked Account
My email info@medx-tr.org was blocked and I cannot send any email, can you help me please?
Zoho Api returns HTTP response code 200 but no there is no response JSON payload
We are trying to access ZOHO api Getrecords from internal application .API call was successful and Http response code was 200. But the response payload was empty. Is there a error in the way we are accessing the api? Same authtoken used in a Browser a proper json response is being returned. Url : https://crm.zoho.com/crm/private/json/Accounts/getRecords?newFormat=1&authtoken=XXXXX&scope=crmapi Note : I have masked the authtoken. Below is the response -----------------HTTP REQUEST CONTENTS------------------GET
Autofill a Field on a form based on values stored in a table.
I use Form A to inser data in Table A. Then I have a Form B with two number fields (Field 1 and Field 2). I expect the user to fill the first field on this form (Field 1) and after that I need the form to autofill the second field (Field 2) with the closest coefficient where the Value A <= Field 1. Here the ilustration: Example: if the user types "1.9" on Field 1, I need Field 2 to be automatically filled with value "14" if the user types "2" on Field 1, I need Field 2 to be automatically filled
Renaming Data Sources
Hi Please see attached, I have 2 Xero data sources but I cannot see where I edit the names so I can distiguish one from the other in the dashboard and the reports. Please help Thanks Dave
Zoho Sheet Creation in Workdrive Not Recognized in Zoho Sheets
I am trying to create an integration between zoho sheets and trello for when I create a row inside of zoho sheets it will automatically create a card inside of trello. I was able to create the integration connection perfectly fine but when I tried to link the zoho sheet I created my zoho sheet wasn't recognized at all in zoho docs. I was NOT able to open the zoho sheet I created inside of workdrive inside of zoho sheet and because of this issue I am unable to map put trello and my sheet together
Links issue
I am using SMTP Pro to send messages from Magento. It was working fine but now all links are broken. At logs I can see that the messages are going with no problem, but when I get the message in my mail box, I get: <a href"https://domain.com"> <img height"20" width"200" src"https://domain"> all my "=" are missing. At log they are all ok and the type is text/html. Does anybody knows how to fix it?
Form Calendar with multiple dates
I am trying to create a report calendar that displays data with multiple specific dates (not in a date range) I found advice on making a sub-form that holds the date data and creating the report based on that however I don't see any option to base my report on my sub-form. any advice would be appreciated
Contests: A Fun, Organic, Huge Boost to Brand Awareness
I am marrying Zoho as I'm finding so many alternatives to a pool of separate services, all under one roof. :) Here's one powerful component that doesn't seem to be quite developed yet but obviously has a platform to build on already. It is mentioned in one of the Tip of the Week articles but I see no reaction there so wanted to bring it to the forum: the contests. I successfully ran many of them in the past 5 years using another vendor. They are a HUGE marketing boost if done right. In brief, people
MX Records Issue - arko@entrelegal.in
Since yesterday, Zoho is saying that my mx records are pointed towards zoho for some reason and my mailing server is down. This is affecting my business. Please help!
How do I remove staff from Bookings?
How do I remove staff from Zoho Bookings?
ERROR_CODE :554, ERROR_CODE :5.2.3 MailPolicy violation Error delivering to mailboxes
Hi, Currently receiving this bounceback on all replies to tickets on an account that had been working fine. I received no response when emailing support so hoping I'll have better luck here. Anyone know what might be wrong? Example failure below with identifying addresses redacted. support@<redacted>.zohodesk.eu, ERROR_CODE :554, ERROR_CODE :5.2.3 MailPolicy violation Error delivering to mailboxes Reporting-MTA: dns; mx.zohomail.eu Arrival-Date: Tue, 04 Feb 2020 10:41:15 +0100 Original-Recipient:
Customizing the modules listing screen, is now supported in the CRM Android App (v3.4.3)
Hello All, Here's an update to the users who were looking to restrict some of the modules from getting listed in the mobile app. In Zoho CRM Android app, we now have the option to hide the modules from within the modules listing screen, based on your requirement. However, the changes that you make here will be applicable only to the CRM mobile app. If you would like to avail this feature, please update the app to the latest version from the Play Store. After updating the app, you will find an option
How to get 8 characters password systematically
We are moving our password list to Vault, and we have / need some requirements that I can't yet find in Vault. May be I missed something. Let me know: Our password are minimum 8 characters. However, as the screenshot below show, the generated password are quite different from the expectation. In this case 4 characters, but is can be from different length. We don't want to count each time the number of character. How can we get an 8 characters password each time ? Also on the screenshot you can see
Zoho CRM calendar sync to iPhone
https://help.zoho.com/portal/en/kb/articles/set-calendar-synchronization So I tried to follow the steps in this instruction to sync my ZOHO CRM Calendar to my iPhone Calendar. However, I don't see the "CalDav Access" under my calendar preference. Is this a paid feature since I am using the free version. Any other solutions?
Variable?
Hello everyone, This is my first post and I am NOT a coder but can sort of do a few things. LOL I'm trying to combine the address fields into one field named "Address". Everything is combining in the address except the "Zip Code" field because I don't know if something needs to go in between the words of the code since this field has 2 words. I'm getting a "null" word. This is my code: mp.put("Address",f.getJSON("Street") + " " + f.getJSON("City") + " " + f.getJSON("State") + " " + f.getJSON("Zip
Currency fields all suddenly showing NaN
Was there a recent update? It seems to have broken all my currency fields. They all appear as "NaN" and when I click edit, the actual field is blank, meaning the value is lost.
Setting up cross-domain tracking in Zoho PageSense
Hello everyone, We're excited to introduce yet another useful setting inside Zoho PageSense that lets you to quickly enable or disable cross-domain tracking on your website based on the individual needs of your project. Cross-domain tracking is a method used to follow the behavior of users as they navigate across different domains after coming to your website. This helps businesses operating across multiple domains track a visitor's journey from one website to another and further achieve greater
Obfuscated file export url and report url
Hi Creators, The file download URL, when sent through email or when report is made public looks somewhat like this https://creatorexport.zoho.com/file/[UserID]/[AppName]/form/[FormName]/[RecordID]/[FieldName]/download?filepath=/1234567890_file.pdf However as you can see a lot of information is being exposed to the outside world. Instead it would be better if the details are redacted in the URL both for file export url as well as published report urls , something like this https://creatorexport.zoho.com/file/download/[EncryptedRandomString]/1234567890_file.pdf
Browser extension action icon missing for some websites
When visiting some websites, the red Z icon for auto fill and login is missing. e.g. 1 - Browser extension doesn't recognise GST India tax filing portal. https://services.gst.gov.in/services/login I saved the password with name gst.gov.in and URL https://services.gst.gov.in/. e.g. 2 - Browser extension doesn't recognise GoDaddy login page. https://sso.godaddy.com/ I saved the password with name godaddy.com and URL https://mya.godaddy.com/. In Preferences > Settings, I have checked the box "Recognize
Zoho BETA Vault is really slow to respond
Hi i do not know if this is the beta but the access the use is really slow while I have 0 data on it just to click in the category is super slow on PC I am a lastpass user and want to switch but many stuff are missing in vault Can you take a look at the remark from KD in the community i think they are excellent and needs to be adressed https://help.zoho.com/portal/en/community/user/4002330640591 thanks for making so much progress
Community Digest - January 2020
Product updates: Tags: Tag your work items using common keywords to help users quickly find the modules that are associated with those keywords. Clicking on a tag will then list all projects, milestones, tasks, task lists, status, and forums associated with that tag in the search result. New custom fields: Use new task custom fields - Currency, Checkbox, Percentage, and Date & Time, to capture respective data types in the task form. Project custom views: Customize the project list view based on selected
Leads to Accounts field
Off the shelf, when a lead is converted to an account, which fields are mapped by default and which field would retain the same unique identifier?
Spreadsheet report displayed as normal report
Hi, In one Creator app, when I create a new report as spreadsheet, I can edit in situ every records and fields from the report. Just like spreadsheet. However creating another spreadsheet report from another form of that application, displays a classic List report. I can't edit in situ, and clicking on a record displays the overview panel. I suppose there is a limitation in using a spreadsheet report when the list view is used instead. But I can't figure what: Number of field ? Type of field? number
Allow symbols in URL
Many URLs contain symbols. Your system blocks saving essential characters vertical bar | and exclamation mark ! in URL. It's not necessary to block such essential characters. For example, many Amazon Web Services URLs contain symbols. LastPass allows symbols in URL.
Next Page