Creator to sheets to books
Is there actually a way to let creator create a form that is then calculated into sheets and their results are then created in books as an offer I have such a use case where I can not get any further. Calculation in Sheets works great, but I do not want to include Sheets on the website, as this is not user-friendly in terms of responsive design on the smartphone. bg Martin
Cut or paste photos and screenshots
I see a question from some time ago about this, and someone said it was going to be implemented. Do you know when this will be added? It's a show stopper for me.
CRM field that equals Multi-look up field
Id like to include a multi lookup field on a modules "home" page. the option to inlude a multi lookup is not aviliable. Is there a way to create a single line field that equals what is in the Lookup field so that I can include it in the "colums" Thank you!
Audio Sync With Text
A very useful feature that exists in other note apps like Notabilty, Pear and OneNote, is to be able to record and type at the same time, the text is then linked with the recording, if you want you can find a place in the recording by clicking on a word. This feature is handy in meetings, classes and much more! Would love to see it in Zoho Notebook. Thanks
Add new listing merged with similar rather than at top
I have listings of Prospects, Leads, Accounts, etc. I would like to add a new listing to existing listings that are of a similar nature to make them easier to find rather than being at the very top. Can a new listing be merged in a row of similar listings? In a similar question, can rows of listings be moved and not have to be listed according to Modified Time?
Is there a way to circumference no CC in Creator email?
Hi peeps, Anyone have any luck with circumnavigating the problem with no CC in send email? My company have different departments and sending the email to one department and sending the email to the head of OTHER involved departments means I need to send two separate email instead of one. Which means communication is broken. This also would be a problem when the customer wants to be CCd when a report is done and they want a group of people be CCd. It actually grinds my gears because CC
Reaching Item page directly from invoice page
Kindly implement these points if you can:- 1. in invoice, all items should be hyperlinked to their transaction records. it will save a lot of time. 2. please devise a way to see item transaction with client done in past from within invoice. to see earlier rate we need to navigate to items page, then go to transaction---> then invoice__>open invoice --> then again come to new invoice.
CRM estimates not showing option for retainer fee
I have enabled Zoho financial in the CRM so I am able to make estimates directly from my Accounts under the heading Zoho Financial. zoho crm with module finance integrated But when I create an estimate I need it with the option to add the retainer fee which is present in Zoho Books estimates. Zoho books option create a retainer invoice to this estimate automatically Where is the option to create an estimate within CRM and add the retainer fee option without having to transfer back to Zoho Books?
Como eliminar cuenta CRM
Por favor, alguna ayuda para eliminar una cuenta CRM Zoho, ya que al tener una cuenta activa por error no puedo aceptar una invitación. Gracias
Assign Product owner based on Account Owner
Simple request here. I have a custom module that is a series of serial numbers. They are all assigned to a specific Account. I want to automatically assign the serial numbers to the Owner of the account as well.
Are we able to edit the order of the content of "Quick Create" information ANSWRD from Support
Hi There. Thank you in advance for those of you who might be able to help. Does anybody know whether it is possible to change the order of the fields in the "quick entry" dialogues. If so, where can it be done. Thank you Rob
New Ticket button not appearing in multi-branded portal
We have one "main" Help Center and a secondary standalone Help Center (because we don't want the second form on the same URL). We are using the "Elegant" template, and we haven't made any changes outside of minor text edits. On the main center there is an Add Ticket button on the right, like this: But on our other page, the button doesn't appear: It appears fine on a ticket's page after you have successfully made one, but it still won't appear on the list page even once there are tickets present.
Storage Articles (specific webpages) into a Zoho CRM Module / Zoho Creator ap so users can review their history
Hi Zoho gurus. We are a research firm that publishes specialist articles. I would like to use SalesIQ to capture pages the pages that our subscribers read (which SalesIQ does out of the box) but ALSO push that information in history that the user can review as part of their account. So I would need to store the USER ID (all users will be records in the CRM, so ideally we'd use that ID), the URL of the page visited (anything under the URL https://www.ibrs.com/articles/...) the time accessed and if
no puedo recibir correo
no puedo recibir correo que hago ? gerencia@fluvialesdecolombia.com
Is there AND condition in zoho survey forms logic
Hi guys, I have 2 condition if both the condition is true then only it should show a question the problem is i am not able to put AND condition
Mobile App and Web App not showing same records
Steps to reproduce issue: User1 creates accounts, contacts and leads User1 transfers the accounts, contacts and leads to User2 due to promotion User2 then shares the accounts, contacts and leads to User3 as read-write +related records User2 creates new leads and shares them with User3 User3 can only see the items shared by User2 IF User2 created them. If User1 created them they are not visible in the Mobile App. They are visible to User3 via a browser.
getRecords info not present
Hi, if I use the getrecords API V2 I can get and info map in the response, but if I use it inside a deluge script I just get the data, not the info even though the reference seems to suggest so: https://www.zoho.com/crm/help/api/v2/#record-api If I do resp = zoho.crm.getRecords("Leads",5,2,{"converted":"false"}); I'm supposed to get also this: "info": ▼{ "per_page": 200, "count": 200, "page": 1, "more_records": true } but it is not true! The info is useful to know if there are more records to fetch
"Statement of Accounts does not exist" error with create inventory item API
Hi Im using Inventory v1 REST APIs to create an inventory item. this is my request body: { "group_id": 1668091000000285059, "group_name": "Pistachio", "unit": "qty", "item_type": "inventory", "product_type": "goods", "tax_id": -1, "description": "description", "purchase_account_id": 1668091000000034003, "inventory_account_id": 1668091000000034001, "attribute_name1": "Fried", "name": "Pistachio-Fried", "rate": 6, "purchase_rate": 6, "reorder_level": 5, "initial_stock": 50, "initial_stock_rate": 500,
CRMから予定を作成した際のメール通知を無くしたい
お客様へ訪問する際にCRMの予定を作成していますが、予定に追加した参加者にメール通知を届かなくすることは可能でしょうか。また、社内メンバーの招待も参加者を選択する画面でメールアドレスを直入力しているのでそこも効率化出来る方法があればご教示頂きたく思います。出来れば、社内メンバーには通知メールが届き、お客様には届かないようにしたいです。 ちなみに、現状ではG Suiteを使っているのでメールアドレス直入力でもGoogleカレンダーとZohoカレンダーを双方向同期しているため招待した社内メンバーの予定には入ります。
Pasting screenshots to Community
Hi! Are you planning to add mentioned feature someday? We really miss that and many users don't want to use the Community module bacause of that :/
When does Zoho Subscription auto charge when card is on account and new invoice
Hi, I have a questions when does zoho subscriptions charge a card for a newly created invoice. I have a customer + sub that they paid for. Several days later they want to upgrade to a higher priced subscription. We update their subscription ( via API) then Zoho creates the new invoice ( prorated for the days till renewal) and creates a credit memo and applies it to the newly created invoice, leaving the invoice open with the prorated amount due. This is beautiful. However, When will the customers
ユーザーさん：見込み客と商談ページに電話でやりとりしたときの履歴を残したいが、メモ以外で残したいです。
Zohoサポート：ご自身でサブフォームを作成し、複数行項目を設置することで メモのような機能が使えるかと思います。 ただし、その方法では どのコメントがいつ残されたものかという情報までは入れられないため、 メモ機能に近い状態にすることは難しいかと思われます。
Sitemap for Desk
Hello; I have been looking in the documentation and forums and couldn't find an answer. Is there a sitemap that is created for our Desk account? If there is a sitemap created, is that sitemap submitted to Google? If a sitemap is not created, what do most Desk accounts use to create one for themselves? Thanks
How do I know which version of Zoho People I have
Hi Please can you tell me how I know which version of Zoho I have? Mine looked different to the demo I saw this morning but the host disappeared so I couldn't ask. Also I need to know so I can use the help things online Thanks Rachel
Request to remove the [## XXXX ###] from subject replies
Hello support, I was trying to edit the template for the REPLY ALL from ZohoDesk to the customer subject line. Here are good examples of similar complaints: https://help.zoho.com/portal/community/topic/edit-the-reply-template In this tread it said to email So what we are seeing is we can edit the template of just about anything except Subject line replies to Customer. For example, when the customer sends a ticket they get the automated reply with [XM #123] Your ticket has been created -- OR WHATEVER
Leaves
Hello, My question is concerning the leave applications. After I add a new employee to the organization and I try to change their leave balance, the message that appears says that there are no applicable leave types found. Both my leave types are applicable to all employees. What is the problem and how can I fix that? Thank you in advance! iveta
Zoho People integrates with Zoho Payroll
Hello Everyone! I am glad to announce that Zoho People is now integrated with Zoho Payroll for a seamless payroll processing experience. Zoho Payroll automates all salary calculations, adheres to local laws and handles all statutory compliances. Zoho Payroll is currently available in India. Click here to learn how to integrate with Zoho Payroll. Cheers!
WordPress Zoho plugin - Invalid Client Secret and Warnings
Hello, I've installed the plugin and tried the configuration however i keep getting an error message saying that the client secret is invalid. I deactivated-activated the plugin several times with no help. I believe that the issue is related to the fact that the plugin attempt to modify the header with no success. When I hit authorize i get two warnings: Warning: sprintf(): too few arguments in /home/.../theme/.../framework/version-check.php on line 158 Warning: cannot modify header information -
Can't login after first time
Hi, I am having a weird issue with zoho people. When I trying to login in zoho people after first logout i can't login again. It is showing me this message. Every other employees email is working fine. But when I add this email as a `Team Member` at first time it is working fine but when I logout its not working anymore. What would be the reason for this? Thanks
Improvements to Zoho Desk's Social Module
Leveraging social media as a support channel has been a challenge for companies large and small. Owing to its high engagement levels, the number of people taking to social media to voice their concerns has been on a steady rise. In response, brands are becoming more aware and strengthening their social support strategies to ensure quicker responses and timely action. At Zoho Desk, we have always recognized the value of social media as a support channel. Over time we've made improvements to our
Updating Records Using Databridge
It has been a while since I imported data using a local mysql instance, but I am trying to set something up right now. Anyway, on the "how do you want to import" part of the setup, I do not see an option to add new records and update existing records. In fact, the two options not greyed out at "add records at the end" and "delete existing records and add". With this, it seems like the best option would be the delete and add option. My question is - Is this a fast process? Based on what little online
reset my account
Hi, I have every little knowledge in the internet in general. I tried to create a bus email on Zoho to connect it to my Shopify store. I messed up. Don't know what went wrong. Is there any way I can deactivate my email on Zoho and restart the process again.
Smart quotes and placing comma inside them (which is the convention in the United States always and UK sometimes)
Hello, currently putting a comma inside smart quotes makes it think you're starting a new one, so you get: “Since you’ve been gone,“ instead of “Since you’ve been gone,” The American convention is to always place commas inside quotes rather than outside, and in the UK you can do either based on the construction of the sentence. So this should be fixed.
Blocked account - how to unblock?
Hi, our account no-repoly@tagbarg.com has been block . could you please help us how to unblock it ?
Internal Server Error when using message search API
Hello, I am building an app to enable us to check our user's email directly from our dashboard, I have successfully accessed the Messages / View API without problem, but when I tried to use the Messages / Search API I encountered a 500 Internal Server Error, For the parameters I only sent the searchKey parameter. Here is the error response: {"status":{"code":500,"description":"Internal Error"},"data":{}} Thanks in advance
Date Input Masks
I’m having difficulty with input masks in date fields. If a user manually enters a date using the keyboard and enters anything other than the date separated by dashes, the date is recorded with very strange years. For example, if the user enters 1/1/2019, the date appears as 01/01/0001. This is pretty unacceptable and makes for a terrible user experience. Is there any way proper manual date entry can be supported? I'm using ZC5. Thanks!
Desk pages cannot able to access after subdomain mapping
Hi, After a successful DNS verification via Cloudflare, now it seems to be the pages are not accessible. All pages under desk were showing 403 Forbidden with a unsecure url. After few minutes the error message changed to "The page isn’t redirecting properly".
Zoho CRM - Bring Fields from Accounts to Leads
Hello, I am starting to work with Zoho CRM and I have been doing some tests related to the Leads module, I have been trying that when a new Lead is created if in the Company field that it is mandatory to fill the company exist previously because we have sold it before another project or service, the information that I already have stored in the Accounts module for that client is automatically complemented in the Lead for example like tax identification number, business address, point of contact,
CRM Display Radius in Navigator
Hello Is there a function that can be used to display the radius search in CRM? I often search for our customers for contact addresses of our craftsmen and which of the artisans, e.g. is positioned more favorably. And the most of our craftsmen have a special radius in which they like to work for their customers, eg 50-100 km greetings Martin
Can I build a workflow rule to automatic closing of a task when a lead is called upon
I built a macro to create followup tasks but can't seem to find a way to close out the existing task after I finish making calls or sending emails etc? All help is appreciated.
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