Mapping dependency fields
It appears that we cannot map "company" field across from prospects/leads to contacts. Is that correct? I need the information that is gathered in the prospect to be available in contacts. How can we get this to work?
Add Contact Roles to Accounts Module Header
The deals module allows the display of contact roles in the header. Yes, you can have roles that display in contact related list in accounts, but there does not appear to be a way to have that role show in the header of accounts. Why can you show the role in deals, but not accounts? We have renamed the accounts module clients in our business and sometimes we have multiple contacts associated with a particular client. It does not make sense that you can show contact roles in the deals module but not
Live Webinar: Fostering teamwork for seamless collaboration
Whether you're dealing with interdepartmental or cross-functional teams, working collaboratively can significantly improve the quality of outcomes. Yet, while most organizations recognize the value of collaboration, many struggle with putting it into practice. Collaboration enables innovation. It’s what makes teams push their limits and learn new things. Join us for a free webinar Fostering teamwork for seamless collaboration on Feb 13, 2020. We'll explore how moving to Zoho WorkDrive will help
Internal error to update the stage
Good morning, I am trying to build a function to update stage of a Quote, and independent of what I use as “Deal_name” I receive this message: {"code":"INTERNAL_ERROR","details":{},"message":"Internal Server Error","status":"error"} The code that I am using: quote = Map(); deal = Map(); idQuote = "4214616000003852002"; quote = zoho.crm.getRecordById("Quotes", idProposta); deal = zoho.crm.getRecordById("Deals", 4214616000003842061); quote.put("Quote_Stage", "Aguardando Assinatura"); response = zoho.crm.updateRecord("Quotes",
Candidate portal
The new candidate portal is great. Really like the feel and look. Should be easier for candidates. Observations: Why are only 10 mandatory fields allowed Why are not all the fields an option Why can I not move the fields around When a person apply for a position, no more email acknowledgment or directing to landing page When candidate is editing or updating details, can there be a prompt stating they need to save every page. Can a button be inserted where we can alert candidate to update profile
Scheduled Emails
Hi, If we had a simple order form, where order details were entered, then split in to individual monthly amounts on the form, how do we go about scheduling an email alert when each amount is due? Regards Ben
Importing from Microsoft Projects: Milestones/Tasks
Hello, I understand how to successfully import a Microsoft Projects file into Zoho Projects. I did this and it populated the tasks correctly. However, our projects are typically outlining project milestones versus actual tasks. Is there a way to import a .MPP file and populate the data as Milestones instead of the default tasks? Thank you, Trevor Fletcher Prefab Logic, LLC
Idea : Ability to mark certain rows as title rows (heading1, heading2 et al) just like in MS Word
Namaskaram. Sheet remains close to our heart as one of the most popular go-to apps for anything under the sun! ☀️Having said that, it's useful to have the ability to mark certain rows as say 'Heading 1' rows, 'Heading 2' rows and so on, just like we do in Word/Zoho Writer or any document editing tool for that matter. This would help organise Sheet content much better. Also there could be allied features like, say, when I scroll, the heading rows could freeze on the top when the corresponding content
Multilingual Helpcenter : Article Format Locking
We need to be able to lock the formatting of the articles in case we invite our distributors to our Help Center to translate the articles into their languages. Most people don't know how to edit forum articles and they also may want to change the layout of the articles. We want them only to translate the text strings. Please consider introducing a way to lock the attributes of articles such as page format, text format, heading type, article contents such as images and attachments, text and content
Multilingual Helpcenter : Wnat's the purpose of the "orange dot" on the language icon?
I have compared this article with the other one and I can't find any differences between them. What message does this "orange dot" convey to us? Both of these Turkish articles have been published and all of their other features seem to be the same.
[Updated] United States - Zoho Campaigns Community Meetups
Hello everyone, This 2020, we're coming to 20 cities in the United States to spread email marketing. Here are the details of the first round of meetups that are happening from January 28 to March 28. Cities: Houston, Austin, Dallas, Denver, Minneapolis, Milwaukee, Chicago, Indianapolis, Cleveland, Novi, Seattle, Portland, Salt Lake City, Pleasanton, San Jose, Las Vegas, Phoenix, San Diego, Irvine, Los Angeles. In this meetup, we'll be discussing how: - Email functions in the age of contextual automation.
Booklet
I've looked through the Templates, as well as the KB, but I only found one post from 10 years ago about making a booklet. It seems that a template no longer for creating booklets. Does anyone know of an easy way to create this? I currently have to insert a text box for each page. The page layout looks like this: Booklet Layout Thanks for the help!
OneDrive integration with ZOHO
Any movement on this front?
Can I set "Opening Balances" a few at a time or must they all be set at the same time?
Can I set "Opening Balances" a few at a time or must they all be set at the same time? For example: can I enter starting balances for just my credit cards and then LATER enter a starting balance for other accounts (such as checking accounts) OR does the
Email campaign editor not working
Anyone else having issues editing images or anything other than text in the email editor? We are running into many roadblocks with this? Wasn't working yesterday nor today?
GSTR1 Data Push not as per Books
Now a days, whenever I try to push data with Books for GST1, it always misses some documents push. For this month, I pushed the GSTR1 for Jan2020, I had 3 credit notes for that month but Zoho only pushed 1 and in the summary in books also shows only 1 credit note for the month. Also, a unique problem I face is due to my company being in a UT, for a intra-state bill or invoice it pushes CGST value correctly but for some reason does not push UTGST value. My guess is that Books is configured for SGST
Overwriting Comments for returning leads
I created a custom field in my lead form for comments. Only issue I have is that when a lead returns to fill out the form again, it overwrites their original comment. There are sometimes useful content sales and refer back to that is now gone. Does anyone have this issue or is even an issue for most people? Jimmy
Can't Publish
Make changes to my site. Select PUBLISH and I see the Please Wait icon. I can wait for the whole afternoon and nothing changes. Please have a look for me, Thank you joannewrites@zoho.com
How to Copy any email to attach in another email's trail
Hi, you must have know that by using outlook, you can copy any email and you can paste into another email trail to give reference but here that capability not available in zoho. I know, zoho having capability to forward multiple email as a new email but I want to keep continue the email to respond with Inline email details with attachment on another email. If you could do, it will be great help. Thanks, Pruthvish
Approve Leads Zoho CRM IOS App
I am unable to approve leads in the IOS CRM app. Am i missing something or is this not possible? They have a lock icon that says Waiting for Approval, but i don't see anywhere i can do that.
Zoho
Does Zoho project provide chat functionality among users about their status (Available, Busy, offline, Away etc.) where we can see since how long a user is away from its portal/application. This is like we have in Microsoft office communicator. Timestamp is a key here. Regards.
Workflow Condition for Field Update based on Previous Setting
We have a workflow that sets a task for when the Account Status is updated to Customer. However, we only want it to trigger when the prior status was Open. We have multiple statuses that an Account may be in so we do not want it to trigger the workflow if the prior status was anything other than Open. I can't seem to figure out how to accomplish this. Any ideas?
Candidate Login becomes Candidate Portal
Hello all, This forum post is to inform you that as of 8 January 2020, we'll be upgrading you to the latest version of the Candidate Login. Henceforth, Candidate Login will become Candidate Portal. Here are a few new enhancements you'll find in this update: Candidates can now apply for jobs without having an account in your candidate portal. This reduces the hassles faced by candidates when applying for jobs, thus reducing candidate drop-off rates. The new User Interface is both faster and smoother
Allow template edit with mass email
Hello, Why is the template not editable? i think you choose mass email if you want to say the same thing to everyone. So why would editing the template be a problem?
Contacts and Campaigns
I have been sending out Campaigns for two years. I would like run a search to see which of my contacts have never opened up a campaign. Does anyone know how to do this?
Displaying date fields in a custom module in the form of a calendar on the home page.
We have a module called 'Client Meetings' where sales reps enter information on the meetings they have with clients. In this module, they enter the date the meeting was had with a client, the status of meeting "successfully held/cancelled", and we also have a workflow that runs such that whenever a meeting is successfully held, a new meeting is scheduled 1 month later in the 'Client Meetings' module, with the status "scheduled". What we're trying to do is to present this information to our sales
Attachments not displaying in 'Attachment' tab.
We have a ticket which has 2 attachments displayed on the 'Conversation' tab, but we have decided we would like to delete one of them. The problem we have, is the Attachments tab is not displaying that 2 attachments were uploaded - so we are unable to click on the 'More' dots and delete said attachments. I have attached the 2 screen shots as a reference. We have this issue with another ticket, but there are some tickets where the attachments are displaying correctly in both the Conversation Tab and
Export Prospect and/or Contact data for remote usage
We have a vendor that is offering to include us in their national campaign. However we are limited to 1000 records. I would like to create a filter in both contacts and prospects and export only those records in the filter. We have this occur quite often and would like a simple easy solution rather than to use a full backup each time. If I can't combine both contacts and prospects and would like to at least do one for each module.
Zoho Sheet View
How do I add additional columns in the sheet view. Currently prospects and contacts have different fields in the rows. Can I add them or change the rows?
Free Flowing Script editor
I feel like I am missing something I believe I am using Creator 5 In my script editor there is no test window I am new to zoho and an amateur scripter but all the videos I watch online their deluge scripter has far more functions then mine the only way I can test my functions is to include a info line to show the result of my script in the app. I find this very cumbersome. I have looked everywhere for the 'Free-flow Scripting link" in my application but it is not there. Is there something i am
Zero K "exportScript.dms"
Hi folks, I have an application I built years ago that I have not changed in recent years. I decided to export it, but when I go to Settings and click on the "Export Application" button in the upper right, it just downloads a zero K file called "exportScript.dms". I tried uploading it to my other account, just in case it would do something, but it doesn't. Shouldn't it download a .ds file rather than .dms?
Is Helpcenter multilingual? Same helpcenter-article in several languages?
We are thinking about usage of Zoho Desk and tested it. We like it very much. Our main language is English, but we need also a German version of the articles. Is there a possibility to manage the same article in two or more languages?
Transfer MYOB Essentials to ZOHO?
Hi there, I run MYOB Essentials and want to transfer to ZOHO. I have around 4 years information on MYOB. Can my current customers and all financial info go to ZOHO?
【開催間近！】Zoho Japan Community Meetup Round4の申し込みをお忘れなく！【東京・大阪】
Zoho Japan コミュニティのオフラインイベント 「Zoho Japan Community Meetup Round4」がいよいよ開催間近です！ Zoho Japan Community Meetupとは、日本のユーザー同士でつながり、支え合い、共に成長するためのオフラインコミュニティです。 お客様の組織を次の段階に引き上げるための学び、情報交換の機会とリソースを提供します。 また、ここでは人々が新しいスキルの学びを助けることを目的としています。 Zohoのエキスパート、および製品サポートスタッフとの出会い、企業との出会い…。 興味深いトピックについて、Zohoの知識と経験を共有しましょう。 ◇◆こんな方にオススメ◆◇ ZOHO製品を使ってる人と交流したい 他のユーザーさんのZOHO製品の使用方法が知りたい Zoho製品『アジャンだ』：Zoho Analytics, Zoho Connect ,ユーザーケース 「大阪」 2019年02月05日(水) https://www.zohomeetups.com/ZJCOsakaMeetup-R4 「東京」 2019年02月10日(月)
What's New in Zoho Payroll [Indian Edition]: February 2020
Hello users, Here at Zoho Payroll, we are excited to bring you additional features this year to enhance your payroll experience. Read on to catch a glimpse of what February brought for Zoho Payroll, and let us know what you think in the comments below. Enable or disable EPS in salary details and templates An employer is required to contribute 8.33% of total PF wages towards the Employee Pension Scheme (EPS). According to the EPF law, it's not mandatory for employers to contribute to the EPS, and
Transfer Records and Assignment configurations during User deletion
Hello everyone, We have made few updates to the Delete user option in Zoho CRM. The update will allow you to transfer the records and the assignment configurations of one user to another before deleting them from the CRM account. While deleting a user will come across the following options: Delete users without transferring their records: You can select this option if you do not want to reassign any record to other users. For example, if the records were co-owned by other users then you do not have
Is it possible to append information about the ticket to the email subject
Hi When our staff are using Zoho Desk and reply to a support ticket, is there anyway to append or prepend fields from the ticket properties onto the end of the email subject that is sent. As an example can we add the category to the end or start of the subject.
Notes Section
The notes are now placed at the bottom on the records under every custom field that was created. This is "Extremely Not User Friendly" Notes is the one area of the record that you use on every record. Why would you make that so difficult to access. When you click the notes in the related field, it scrolls you all the way down to notes. You can no longer see the Candidate info or the "Business Card" view which is the heart of the record. All you see if the candidate name, which makes no sense. Before
Problem with inserting record
Hi, I have a problem with inserting Leads., but after sending the data they do not appear in Zoho module. I do not know what the problem is. Am i doing something wrong? Here is my code $fields = '{ "data": [ { "Last_Name": "Daly", "First_Name": "Paul", "Email": "p.daly@zylker.com" }, { "Last_Name": "Dolan", "First_Name": "Brian", "Email": "brian@villa.com" } ], "trigger": [
Using ZOHO Sign within the ZOHO Recruit Module
I need to regularly send candidates documents for electronic signature and ZOHO Sign does not allow me to send documents to candidates to electronically sign. I don't understand why this is not possible?
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