Reports - format decimal number
I have a decimal field in my form. I want to show the decimal number with comma and decimal formatting in the report only. Is this possible without using a formula field?
2 or more salespersons on the invoice
Can I assign 2 or more salespersons on the invoice?
Sync speed/delays with Live Stream / Messages
Hi all, I am trialing Zoho Social as a possible replacement for my current SMM app. The app I am using currently (Social Report) apparently has up to a 48 hour delay with notification of social messages, mentions etc. Apparently this is due to restrictions on the API but I suspect it's much faster with Zoho. Can anyone tell me how quickly Zoho is mean to sync/show notifications of messages and mentions etc? Cheers, Patrick
Need a more robust Accounts Payable Feature
I would like to see a more robust accounts payable screen where you can specify a date to display all outstanding bills that are due on or before that date. The list of bills will be grouped by Vendor. The list will allow you to apply any available discounts to the bills. Essentially, you go down the list and put a check mark on each bill that you want to add to the payment to that vendor. When the bill run is done (all bills are checked) it will mark all as paid and generate a Check To Be
Where can I find a complete list of search criteria methods?
In the API documentation for CRM API method "SearchRecords" there is only reference to two examples of a search that use the following : &criteria=(((Last Name:Steve)AND(Company:Zillum))OR(Lead Status:Contacted)) it is obvious that the colon is used to represent equals. But what other options are there? Where is there a better definition of these? Specifically I am in need to define a value as "Is Empty" since you can't use a blank value in the call or the use of null.
relating products to quotes, and invoices
I want to be able to look at a particular product and see the quotes that it is on as well as the invoices that it is on. This will help me to track which customers purchased a particular product.
Attendance API to get Record of all employees
I need an APi to get all the Attendance record of all employees to integrate it with third party, the information required is {Employee Name ,Employee Id, Check In,Check Out , Deviation time ,Employee Status }. Is there any APi to get these information.
Any way to globally change the timezone for users/agents in the admin portal?
I see it's an option in certain Zoho products, but not in Zoho Desk. Maybe I am overlooking something somewhere though. Any ideas? We have almost all users set in PST instead of EST. Thanks
Sync bidirectionnal desk to crm doesn t work
Hi, i configure desk and crm connector from each side for sync account and contact but desk account and contact still empty. When i had it manually to test in Desk i don't have sync in crm. I don't have any problem message everything seems to be well configured. thanjs
Can't pull GSTR 2 Data
The GSTR 2 section is disabled in my account and so can't pull purchase transactions... Kindly check into matter. Had discussed this at Pune community meetup and was advised to get to the support team.
Best Practice for Tracking Brochures Sent to Contacts in Zoho CRM
Hello We have three brochure types that we mail out to customers at their request (we also send them out in bulk direct mail campaigns). A contact might be sent 1, 2 or all 3 brochure types (depending on their requirements) and I want to keep track of which brochures have been sent and on what date. I have found an old post (linked below), however, having followed the instructions I've found it doesn't provide a suitable solution for my requirements as a pick list only selects one type and doesn't
Auto saving of typed information + data entered in the call activity fields should not be allowed for editing after a period (one hour or so)
Hi, I would like to have the feature that the information typed into the lead information fields should be auto saved as the cursor leaves the field just as how it is on Google sheets or google workbook. Now we need to click the arrow symbol or cancel symbol so that another field is available for editing. The data that is entered in the call fields - (1) Subject, (2) Call Purpose (3) Description (4) call result (5) Call type should not be available for editing after a period of time say 1 hour or
Can I automatically set reminder according to the task's due date?
By default, I have to manually input the reminder time for every task, is there anyway to set a reminder automatically for every task according to its due date? (Like 48 hours before the due date) Sounds like this can only be done through enterprise version's custom function, am I right?
Zoho Campaign - Segmentation on Age
Hi, I have created a formula field called Age based on Date of Birth in Leads & Contacts. In Zoho Campaigns, I have to create a segment based on their age group. For e.g. I want to send a newsletter only to age group of 30 to 45 and send newsletters only to age group of 60 and above. How do I go about this ? I do not see greater than sign with Age Field in Segmentation. I was only about to do Age starts with "3" or Age starts with "4" which is not sufficient for my grouping. Regards, Subramanian
Announcement: Update in Indeed Sponsored Posting
Zoho Recruit is excited to announce that from Aug 21st, 2019 there’s a better way to promote your jobs on the world’s #1 job site, Indeed. Our Indeed sponsored job integration will allow you to sponsor jobs for 30 days instead of 15, giving you more time to be found by the right hire. You can additionally create a custom budget for your job starting from $200. The Sponsored Jobs integration with Indeed gives you a simple, cost-effective way to maximize job visibility on Indeed within Zoho Recruit
Function-27: Create Activities for records based on specific criteria.
Welcome back everyone! Last week, we learnt how to update information between two modules via lookup fields. This week, let's look at a custom function that creates activities automatically based on specific criteria. Business scenario: The Workflow Rules feature takes care of most of the automation requirements in Zoho CRM. Some of you might be wondering why is there a need to rely on custom functions, when workflows, blueprints or schedules helps meet most of your requirements. While this is largely
New Temp Availability feature for quick and easy temp scheduling
Hola! We know you are very busy with schedules to make and people to manage. But how do you know when someone is actually available to work? Calling temps one-by-one is time-consuming and exhausting. Zoho Workerly can save you hours and stress with its new feature—Temp Availability. It helps you find available temps, whenever and wherever. Benefits of Temp Availability Saves time: In industries with skill shortages, what counts is knowing who can work. This feature converts your passive temp database into a
Verify domain from Wix
I have setup the domain verification correctly through Wix; however, I am not seeing the verification as complete in Zoho. What is the average wait time for verification to complete? I need the verify to complete in order to setup my business emails. Our domain is airtechmold.com
Updating business cards from Notebook to Zoho sheet
I am trying to create a database of my new contacts, from newly received business cards, on a spreadsheet. Is there any way for me to scan these cards on Notebook and have them saved in a spreadsheet with the appropriate columns? I tried Flow, but the variables in Notebook do not have "First Name", "Last Name", "Phone", "Email", "Job" & "website". Which can help me sort the notes into columns. Tried the Zapier Integration as well. Doesn't work for Scanned Business cards.
国际版和中国版访问速度应该还有很大提升空间
不是那么快，不是那么流畅。 ios版 “上次更新时间” 从来不显示时间！
G Suite VS Office 365
I'm just about to sign up for a paid Zoho standard crm subscription. I use both G Suite and Office 365 in other business's but will purchase a new G Suite or Office 365 subscription for email and link to my Zoho account. I possible lean towards Office 365. I've read the feature availability & limits of both. It appears in the standard version there is no Zoho plugin for outlook, what does this mean to me? I've seen articles on Zoho only syncing to default calendar in Outlook in this still the case?
Uploading Znote to WorkDrive
1. When I open a Znote (notebook) in WorkDrive (uploaded from notebook), it is blank. I can only see it when I open the Notebook app. 2. Can a note be a continuous page? It appears I can't continue taking notes when I get to the bottom - I have to open page, note. Thanks, Liz
Reminders are not syncing
I have a specific note that has 3 different reminders set on it depending on whether I look at it on my desktop (LINUX) or Tablet (Samsung) or Phone (Android). I have tried making a change to the note to see that the note syncs and it does sync across all three devices but *not* the reminder. It is different on each device. :-(
Microsoft BI & API
We currently utilize Microsoft BI and will continue to do so. We are trying to connect (only need Read access) using the API utilizing the documentation found at https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html. We are not getting any errors when connecting however we are displayed a table with the following columns {kind, name, children, text} (see attached image). We have verified the authtoken is correct, scope and zc_ownername are also correct. I am the owner
Filter by already sent emails?
I sent 50 or so cold emails via Zoho CRM. I realize now that I should have sent them via the Campaign module so that they could be tracked. I need to send more emails, but I need to filter out who I have already sent those to so they don't get sent again. How can I see who I have already sent an email to and filter them?
What is a customer in the activities panel
Hi, In CRM, you have Leads, Contact, Companies, Vendors.... But Activities introduce a new entity I can link to.... What is a customer ? From the screenshot, it's not a Lead or a Contact... what is it ?
I need to update field on Account based on other field in the Contacts module
Hi, I created 2 custom fields (Pick Lists) in the Accounts and Contacts, i need the field in Accounts to be updated automatically when the fiels on the contacts changed, i created other field on Accounts which take the value from the custom field by using the following Function which are not working: { contDetails = zoho.crm.getRecordById("Contacts",ContId.toLong()); mp = Map(); mp.put(In_Contact_Status02,contDetails.get("Contact_Status")); updatecompanies = zoho.crm.updateRecord("Companies",AccId.tolong(),mp);
filter contacts by sales volume through conversions
Hey Guys,... i'm owning a medical practice and i'm using zoho crm for my customer loyalty. HOW can I filter my contacts so that I can find out who are the contacts that i'm making the most money with. I'm adding sales volume through conversion function. I'm not using products or invoice function. can i filter contacts so that i can see which contact did the highest sales volume through conversions summarized for the current year? thanks for your help.
Reply from Domain email but make customer reply to Zoho Desk Support email
Hi if we reply to a customer through Zoho Desk it uses our domain email. The problem is that if the customer replies back to that email, it will also email back our domain email instead of our support email at Zoho Desk. Is there any way for us to email customers from our domain email, but then, when they reply to the email, the reply to address would be our zoho support email address? I know that this is possible when we send notifications to customers for things like comments. But I need to know
Update Fields Online in Leads with Information from the Accounts Module
Hi, I would like to know if it is possible to update online the fields of a Lead with information that are in the Accounts module when I select the company A that exists in the module Accounts without saving the Lead, for now the only way I have found to do that is through the following function, but using the Lead ID and for that I need to save the Lead and what I want is to show me the information before saving it. tempMap = Map(); tempMap.put("Account Name",Account_Name); resp_accounts = zoho.crm.getRecords("Accounts",1,200,tempMap);
Customer group structures
How do I record group structures of my customers which may have a number of offices and buyers? I don't really want duplicates.
Emails stopped coming.
My ZOHO email has just stopped receiving emails other then test email I send to myself through ZOHO or Gmail. I can send emails but not receive them from anyone other then myself. Sugestions???
email is not working at all. Dead in the water on Chrome and IE.
is there an outage today? I login to my account, go to mail, select the mail icon, the page looks like is opening but instead I get a white page with an inactive menu on the left. My menu, I believe but it doesn't work. No other frames or lists. Please help.
You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance.
For domain https://edwardslab.ga/
i couldn't send my email_to Karthikeyan11111319542236
Hi, i already completed the Two Factor Authentication process. Could you please kindly unblock my account? By the way, i don't have two mobile phone no. To complete this process, i need to use my husband phone no.. Could i just keep one, and how to do that? i don't want to get verification code from others every time. Thanks.
Hotmail rejecting Zoho mail again?
I used my hotmail email for verification to sign up to the Zoho mail but never got the email. Is Zoho mail being blocked again? Is Zoho planning to address this issue permanently? Seems there has been many cases of this in the past 3 years?
Job Board Details Pop-up
As more job boards are added, there continues to be more specific information each of the job boards require, which is completely understood. It would be great to be able to pull this data from a job posting directly as opposed to having to do the drop downs each time. The use case for this is, it may be someone else doing the posting, than who wrote the job order and just to improve ease of use. A few suggestions would be as follows: - adding a section of job board fields to the job posting that
MINHA CONTA FOI BLOQUEADA
Minha conta foi bloqueada, não sei o que fazer... preciso acessar os emails urgente a mensagem q aparece é essa Informações sobre bloqueio de conta Sua conta foi bloqueada por motivos de segurança. Tipo de bloqueio: saída de e-mails bloqueados. Atividade de login suspeito. Entre em contato com o administrador para desbloquear sua conta. Clique aqui para ler sobre a nossa Política de uso. Para qualquer suporte ou consulta, contate support@zohomail.com
Saving Sheet View formatting
From my dashboard; When I have a summary report setup and I go to Sheet view can I save the formatting so it is always formatted the way I want when I go to Sheet View from that particular summary report?
Getting ticket attachments
Hello, How to download ticket attachment? I'm using List ticket attachments to get every attachment, and response "href" has URL that shows Internal Server Error https://desk.zoho.com/DeskAPIDocument#TicketAttachments#TicketAttachments_Listticketattachments Can you advise? Kind regards
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