Text cutoff
The app I'm working with has a text input for client email history, but the text box can only hold so much data (about 50,000 characters) before the text gets cut off; some email histories are a lot longer than that, so data ends up being lost. We've implemented a system to create a Googledoc to hold text that doesn't fit, but the system is annoying to manage and we're thinking of phasing it out. We need some way to store large amounts of text (preferably in rich text format) without it getting cut
Different currencies for each sales-orders
Our company sells its products in more countries, with different currencies. I read in the documentation, it should be possible, but the API ignores my settings. I tried with the following properties in the json. "currency_id": "1903827000000362003", "currency_code": "PHP", "currency_symbol": "Php", What should i change to set different currencies for each entries?
Feeds not loading
Hi, So when I click the feeds tab or try to tag someone in a note under a module it doesn't send a notification of any kind via email or in the notification feeds tab. When any user logs in and clicks the feeds tab it just sits there loading and never responds. Thank you for the help.
How accept invitation in salesInbox
Hello zoho support Can you explain how to accept an invitation from a contact in SalesInbox? I can't see any buttons to do this! Thank you Rolf
Force All Expenses as "Claim reimbursement"
In Zoho Expense it's really easy to accidentally not mark an expense for reimbursement. When you do that it's easy to miss it and then submit an incorrect amount. We only ever use Zoho Expense for things that can be reimbursed. Is there a way to always default or hide this option? A really common issue is when an expense is imported from Lyft, Zoho does not mark the record for reimbursement automatically even though manually created expenses are. This causes a bunch of incorrect entries on the Expense
No option to create a subscription payments via PayPal
Just signed up with Zoho forms, and when setting up my form and followed all instructions here: https://www.zoho.com/creator/help/forms/accept-payments-through-forms.html#Creating_a_Payment_Form I cannot see the following in my From Settings. I was able to do a single payment but no option to check for recurring payments ? Please guide me how to achive this or have you taken that option off ?
Tip of the Week - Adding Trend Arrow in Tabular Reports
Adding a rise and fall arrow to your report is one of the best ways to visualize your data trending patterns. This is pretty useful in highlighting the trend or plotting against a target to show progression. Zoho Analytics allows you to add this comparison indicator to your tabular reports such as Pivot Table and Summary View. You can add them in a few easy clicks. The following animation shows how to add an indicator in your report. For more information on conditional formatting, refer here.
My emails need ti be recovered
Hi, I accidentally deleted emails from my Inbox and Trash mail. These emails are from early days of account set up. It turns out I need some of those emails as they contain important documents. Can you please help recover those emails. my email is orhan@mkcorp-group.com
Tired of rescheduling trainings? Set up recurring sessions in ShowTime.
Hello everyone, As ShowTime aims to develop into a robust and holistic e-learning platform, here's another interesting feature that can help you, as trainers, plan and conduct sequential training sessions with ease. As a presenter, conducting presentations, workshops, or online courses will consume a lot of time and effort, with planning, structuring, creating and scheduling the presentation at your preferred data and time. It can make your job even harder if you need to schedule some training
Add 2 Default Values To Multi-Select Lookup Field Not Working (On Load)
Hi, I'm having problems setting a multi-select field to have 2 default values on form load. The field is a lookup field with 8 options to select from and 2 of these always need to be selected, as standard. I have approached this many ways but can't seem to get it to work. I am trying to pull the 2 default options through using their ID's and have 2 to set manually. What I have tried: Scenario One: input.field = 123456789; input.field = 987654321; This works, however, it only sets the last ID as it's
URGENT problem - Zoho Subscriptions charging cancelled subscriptions
We have a serious problem this morning with customers being charged even though their subscription has been cancelled. This is extremely concerning and we have a lot of angry customers. How has this happened and what is Zoho doing to sort the problem and ensure our customers are refunded? We will also expect a refund of our subscription charges as compensation for the time it will now take my business to deal with this problem.
Deluge Setting wrong DataType for Arguments
This is driving me crazy. Every time I create a new function in Zoho and map a CRM Field to the argument (Contact_ID), it sets the argument type as a string, and then throws an error for the DataType being wrong because it requires an Int. StringgenerateBlockText(string Contract_ID).... That ID is mapped to CRM Module ID that is a bigint. Why is this not working?
Vendor record
The Vendor records should have a related list letting you know which jobs you have shared. I should be able to go to the vendor and see all submitted candidates AND all shared jobs from that screen. This helps greatly with vendor management and analysis.
Menu in Preview Panel
Hello, In the preview panel for candidates profiles, there is a menu with a few items and three dots to open a submenu (see the attachment). But I also notice there is still room on the right of the dots (in red), allowing us to have more items displayed and using as much width as possible. Why not using this free space ? Regards, Olivier
orgid and dept_id
Hy, I'm not able to found out my orgid and dept_id can someone help please
Do contacts in the 'Do-Not-Mail'-list count for the payment plan?
Hi, Do contacts in the 'Do-Not-Mail'-list count for the payment plan? I don't want to get our total contacts above our cap and adding thousands of contacts to the 'Do-Not-Mail'-list is a solution of staying under the cap. A cleanup could help us out, but removing contacts is pretty hard, when they have no value to us ('never opened in 1 year' as example).
Introducing Zoho Campaigns' latest integration with Zoho Meeting
Hello all, We're thrilled to announce that Zoho Campaigns integrates with Zoho Meeting to help you maximize your webinars through email marketing. Zoho Meeting is our in-house product that allows you to plan, promote, and host webinars with utmost ease. With the Zoho Campaigns - Zoho Meeting integration, you can increase your webinar engagements through emails and drive sales after. Here's how the integration can help you do that: 1. Pre-designed email templates The way you promote your webinar
QuickBooks to Zoho Migration- Enabling features to support quicker lead time
Dear Team, We are an organisation in Canada, we started migrating from QuickBooks to Zoho about 8 months back. We have Zbrains supporting us with this integration. We have started using ZBooks for all our transactions now. However we are still unable to let go QuickBooks totally because of the below 2 major reasons 1. The Item cost is calculated as Average cost in QB vs FIFO in Zbooks 2. We cannot have multiple Account Receivables in Zbooks, while QuickBooks allowed us to maintain AR-USD and AR-CAD.
Integrate Zoho CRM with Grandstream PBX
Hi, i have problem to integrate my PBX Grandstream UCM6202 I can't found any topics enplane it and i can't found Grandstream in phoneBridge can you help me please to connect my IP PBX to My ZOHO CRM ? thanks Moderation Update: I'm locking this post to
Order Entry KPI
Hello, Trying to add to dashboard a KPI centered on number of days for order entry. I can easily chart the the average of number of days to enter order from receipt, but want to count number of orders entered same day vs. next day, etc. Is there an easy method to accomplish? Thank you,
C# Web API - Oauth authorisation grant issues
Hi, I am writing a C# web api to integrate with Zoho Desk to raise tickets. I have attemped to authenticate via oauth but could not get past the inital auth grant step as the response from the Zoho api is a full html web page in the body of the response? As far as I could determine, this is designed so that user logs in to confirm the auth grant (is this assumption correct)? But as I am calling this programatically, there is no user involved so, I cannot get past this step? Have I made a mistake
Issue setting up email, and mobile number
Hello. I'm attempting to create a free lite account and connect a zoho email to my existing domain name. I seem to have been able to set up the account partially, I even received a verification code to my mobile number. But whenever I try to log in to access my account it keeps asking me to link my mobile number. Whenever I enter my number it says the phone number is already registered. It seems like I'm stuck in a loop? Yes the mobile number is registered because I registered it for my account.
Is ZOHO Right for me?
Ok, so we decided to get a new CRM. We had ACT v18. We moved to InfusionSoft. Now, we are looking at ZOHO. But the boss only hears from consultants who like a specific solution, so he wants to hear from people who actually USE a CRM system. Tell us what ZOHO is like. Tell me if you used something else as well, and which you prefer. Not looking for another "expert" --- looking for someone with their hands on the wheel who can tell me how the thing drives. (We are in the financial services business;
How do you assign a tag to a lead based on completion of a form?
We have several forms on our site... How do we assign tags to leads who complete specific forms? Thanks
How to remove option once selected?
Here is our example. We have 10 options which are time slots. Each time slot has four openings. That is a total of 40 openings for the day. What we want to do is remove the time slot from the radio button list once all four opening have then selected (submitted). While we can tell people the option is full when they submit the form via script, we are looking for a script that will remove the option from the list once full. Thanks in advance for your guidance and expertise!
Sum by different values in a group
Hi, we are triying to use Analytics to visuallize an inventory in Zoho Inventory. Our main table is Inventory Mapping, and the columns we are interested in are "Product ID" (item's ID), Inventory Lot ID and Quantity On Hand. We know that if we group the data as Product ID->Inventory Lot ID->Quantity On Hand, we get the different quantities on hand and their sum is the same quantity in stock that Zoho Inventory gives to us. In the given picture you can see what we are talking about: the column with
Tooltip Alignment Issues
Anybody else still having issues with tooltip alignments? When a field label wraps the the next line or you have a multiline field the tooltip aligns vertically centered. A vertical top alignment would look much better. Some screenshots of my existing situation attached.
Project overview fields and deleted entities
Dear Zoho community, Please help on these queries, 1) We want to get project overview informations like project category, pm contact, type and client using Zoho project api. We already set flag to access project overview information for those projects. Still not able to get those fields using Project API. Let us know how we can get those fields using API? 2) Is there any way to get deleted entity information like logs, tasks, project and users using Zoho API? We assume soft delete on your side. Currently
Introducing Egnyte Extension For Zoho CRM
Sales teams face problems with document management every day. The bigger the business and the customer base, the more documents will be in the database. Identifying and sorting such a huge volume of documents without the right tools is tedious. Zoho CRM
Data scraping/automatic data import from emails to reduce data entry
We are trying not to have to key in data that is in emails or maybe even on web pages. For instance, we get an email with a signature of their name, company, email, phone. When we used ACT, there is a company called egrabber that would pull that data from the email into ACT's appropriate fields, let you look at it for confirmation or correction , and then if OK, import into a new record. I am looking to do the same thing with zoho. Egrabber only works with salesforce. The outlook pluggin we are using
Allow same options in status for different options of main Stages in Hiring Pipeline
For now, in Hiring Pipeline we cannot assign same picklist status in the different stages for eg:- If I have the stages like: 1. Screening 2. Interview by Phone 3. Job Interview 4. Hired 5. Not Hired I need to put "Pending" status in Screening, Interview by Phone and Job interview etc however, Zoho recruit does not allow that. My clients have been asking about this feature.
Switching to payed plan with custom domain name
I would like to use zoho as a service to receive emails for my owned domain (user@mydomain.com). However I am not sure how to activate that feature as an old user with existing free @zoho.com email account (I always get redirected to my free account inbox). In other words I am looking to switch to payed plan. Is there an option to add custom domain and a new user that I am missing, or do I have to make a completely new account on Zoho to activate custom domain feature? Thanks.
Copying a field content to another, for 3k leads
Hello, We need to update about 3k leads, as we used a custom text field when we started using Zoho. Now we need to copy the content of this custom field to a Zoho field. We could copy paste the content for each lead, but we have 3000 of them (and more with the contacts). How could we automatize this in any way ? Regards
Easily send documents from Egnyte to your leads in Zoho CRM
Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and
Posts are Not Posting
I post to multiple different accounts on multiple different social media platforms and a lot of my posts are ending up in the unpublished posts section. It is never consistent as to what platform it could't publish on or what account could not publish. I was wondering how to fix this problem of the posts not posting. Clients reply on these posts to get posted and when they don't it is very frustrating.
Creating Extension for Zoho Projects
Hi! I have installed the node.js and and zoho extension toolkit . when i run $zet validate it shows me the error how to fix it?
Google Drive connection problem
I get the error message "This app has not been verified yet by Google in order to use Google Sign in" when I try to authenticate my account on Gdrive for the Cliq connection.
Web assistant WEB APP on subfolder
Hello, I have my website at www.domain.com and my webapp at www.domain.com/admin. Is it possible to have the web assistant website on the former and the web app at the latter? Thanks
Set Alerts
Hello, I would like to set alerts/alarms for making calls, meetings etc for follow ups in particular dates. How can I do this?
Proposal Document
Hi Guys, I am wondering what the best way would be to automate a proposal document, if I just tick the products I want to propose. Would it be through the quoting module, the products module - or another module all entirely? This is what it looks like currently: THE PLAN LEAD GEN / SALES ENABLEMENT / SOCIAL SELLING Jun-19 Jul-19 Aug-19 Sep-19 Oct-19 Nov-19 LinkedIn Hunting 50 Leads/ Month Publishared will hunt your most targeted prospect, based on a survey where you or your chosen executive
Next Page