How can we duplicate email templates between modules
We have many templates we wish to have on both modules- leads and costumers - How can we do it?? If I clone the template it does not allow me to change the module. So how it can be done? Moderation Update: Cloning of email templates across the modules
Integration Between Zoho Creator and Zoho Connect
Is there any integration or plans to integrate these 2 products?
How to domain renew by using debit card.
Please send me Domain renewal details
How to change the TITLE to a select field...
How can I change the default title field from FREE ENTRY to a SELECT field? Since its a system field, it doesn't let me me change or delete it. I want to put in 100 pre-defined titles and have my users select one. As it is now, data entry by a user only creates opportunities for mistakes and typos. Thanks!
Deleted Leads, Accounts & Contacts
What we would like to do is keep the information on a deleted record. I'm thinking of creating a module called "deleted" where with a macro or workflow task we can move the out of the leads into the new module and keep the information. Can that be done? Can we map some of the fields to the deleted module?
V2.9: Introducing Raise Hand, Allow to Talk, Join from iOS app for Webinar edition | Give control in Mac OS for Meeting edition.
Hello, We are glad to share the details of yet another roll-out in Zoho Meeting, this time, with some features that are sure to improve attendee participation in your webinars. These include Raise Hand, Allow to Talk, and the option to join webinars through the Zoho Meeting iOS app.The Give Control feature that lets any meeting participant take control over another participant's screen has been released for Mac PC users as well. Apart from this, we have made enhancements in our conferencing servers
Zoho Analytics -financial reports YoyComparison
Hi, Can you please include the year on year(month-on month) (Q on Q) comparison reports in Zoho analytics? all the required data for P and L, Balance sheet, revenue, expense and cashflow are already present in the tables. The comparison reports will add a lot of value into the system
Connect button greyed out
Ive installed unattended access on 6 machines, but 1 of the machines says its online but the Connect button is greyed out. All the others are fine. ive tried uninstalling and reinstalling the software, but same issue. Nothing special about this machine, its a windows 7 machine like all the others.
Closing iframe from page
Hi everyone, I've got an annoying issue. I've been opening a form in iframe with openURL, and adding &zc_NextUrl=#Script:dialog.close closes the iframe when I click submit/update. Now I want to open two forms, side-by-side. This (I think) means I have to open a Page that has the two forms embedded in an iframe. However, when I click Update/Submit, nothing happens. The dialog doesn't close. It redirects to "Data added successfully!" and you have to manually close the window. If I add #Script:dialog.close, #Script:page.close
Advance notice of recurring expenses
I am coming to Books from Quickbooks Online where a recurring expense can be configured to appear in the bank register a specified number of days ahead. This is very useful for planning and budgeting. Is there a way to do this in Books or can it be added in the future? A screenshot of the Quickbooks feature is attached.
Show project group on invoice along with project name
Our invoices have to be setup with multiple project groupings on one invoice. I have not be able to replicate the below structure on an invoice. Would it be best to try some sort of custimization or interface with Creator to create an invoice that is setup as shown in the following example: Project Group A Project Name A Description of Project A John Doe 5 100 500 Jane Doe 4 100 400 Total 900 Discount 400 Project Group B Project Name B Description of Project B John Doe 3 100 300 Jane Doe 2 100 200
Bulk Upload - Many questions.
Hi ZOHO Team, Unfortunately your online documentation on Bulk Upload is not clear and comprehensive enough, so some questions related to that - My use-case is simply this - I have a Custom Module called "Vehicles", which simply holds Vehicle information like Registration_No, State etc. All I want to do, is to be able to PROGRAMMATICALLY upload multiple vehicles into my module using the Bulk Upload API. Question 1 - If I upload the CSV file as per steps given in - https://www.zoho.com/crm/help/developer/api/bulk-write/upload-file.html ,
How do I filter Zoho contacts so that only a subset of them get sync'd with my Outlook contact folder?
Here is what I need to figure out. Say I have 10,000 contact records in Zoho CRM and I only want 500 of them to sync with my "contacts" folder in Outlook. How can I sort or filter based on a field entry within Zoho CRM to select the contacts I want to sync with outlook? I only want the selected 500 contacts to sync. I do this today with ActPro and I need to figure out how to do something similar within Zoho CRM in order to make the switch to Zoho. Outlook uses "categories" but there doesn't seem
Any way to copy a task inside a task list?
I only saw a feature request from 10 years ago with a whole lot of people harping on it for 5 years and then radio silence. I would assume it was added. It would be really foolish for it not to be capable, it is such a basic function. I'm building a project and need to quickly copy task so I can rename them and save myself some time without exporting, excel hacking and then importing.
Tooltips for Custom Fields
Anybody else out there like to see the ability to add tooltips to custom fields? We are using zCRM a lot more and trying to customize it to fit our needs. This means it gets tweaked every couple of weeks with custom fields and workflows. If I had the ability to add tooltips then it would mean a lot less explaining to users!
Function #49: Changing Ownership of Multiple Related Records concurrently!
Welcome back everyone! Last week's function was about tracking refunds and adjusting the sales executive's revenue in Zoho CRM. This week, it's going to be about simultaneously changing the ownership of a record across multiple modules when it is changed in a single module. Business scenario Each of us have our strengths and weaknesses. Someone skilled in sales might not necessarily be better in management. It goes to show that in order to successfully run an enterprise, you need an amalgamation
synchronization
how are you zohos operators , i am very happy with your notebook app and i use it a lot . but recently its stop synchronize, so can you help me with that issue. regards
Live webinar: Get a first look at ShowTime's on-demand training
Hi all! With ShowTime's next update imminent, you'll soon be able to create self-paced versions of your training, by either picking a recorded session from your ShowTime library or simply uploading a course video saved to your computer. These On-demand training sessions will be available at any time, and will provide better support for people who can't attend live sessions. Not just that, you can also track the performance of these prerecorded sessions with advanced analytics in ShowTime, as well
Call Details field not available/showing for custom functions
Hi all. I thought I would ask my question here. While I don't like it, I understand why we cannot add custom fields to the Calls module. However, I cannot get anyone in support to tell me WHY the "Call Details" field is unavailable under the custom functions. I figured out how to schedule a call in the future - however - since we cannot set the call as SCHEDULED - it defaults to CURRENT - and closes - even thought it is scheduled for the future. Scheduling a task to make a call. Then creating a
Option to enter and sear HSN in bills.
While adding an item in purchase bills entering and searching HSN is not available. There is only option of SAC. Kindly provide this feature and meanwhile give me a way around.
Plan and manage your events better by integrating CRM and Zoho Backstage
Organizing an event or a conference involves juggling between multiple tasks under significant time pressure. Making sure that every detail about the event is in place and organized can be arduous, especially if it's a big event and you are trying to do things manually. At this point, an event management application or planner can be a huge help. These tools come with a plethora of features that help you save time and effort, and at the same time, keep you organized. One such tool is, Zoho Backstage—an
how to import Contacts from MAC "Contacts" into a .CSV file and not have to reformat everything
How do I do it?
Zobot publishing
Hello, I have wrote a zobot to be published. Once published, if changes require can I retract? What will happened to the old chat widget below? Thanks <script type="text/javascript"> var $zoho=$zoho || {};$zoho.salesiq = $zoho.salesiq || {widgetcode:"6963279d93c75c0ed822a8ee3ca842845cf03b3ee959087c8a6307d0cc1cb0925d5fe629768af6d9a03793700d9418c2", values:{},ready:function(){}}; var d=document;s=d.createElement("script");s.type="text/javascript";s.id="zsiqscript";s.defer=true; s.src="https://salesiq.zoho.com/widget";t=d.getElementsByTagName("script")[0];t.parentNode.insertBefore(s,t);d.write("<div
I don't receive emails to my inbox
Hi! Since last week I do not receive any mail, but I can send emails to other accounts. I hope you can help me to solve the problem as soon as possible, because it is insdispellable in my work to send and receive emails. Regards. My account is: jcuarenta@mercaflash.com.mx
Support for SQL Queries in Zoho Creator
When do you plan to support SQL queries in Zoho Creator?
I can't receive emails
Hello! I can't receive emails. I can send but not receive. The emails worked for me for two days and then I stopped receiving emails. What could be happening? Sending image of cpanel configuration
Zoho Export Emails Suck
Hello, You guys do not provide IMAP option. You guys don't export in PST or OLM which is supported by Outlook. You have serious issues, for people who want to move away from Zoho Mail. I would not recommend you guys for such childish policies.
Php API Bug - PHP Warning when no data returned due to requesting Last Modified data
If no records are returned due to the If-Modified-Since header, the PHP API doesn't handle it correctly In the example below, assume $m is a module: // Get records from the future! $ims = (new \DateTimeImmutable())->add(new \DateInterval('P1D'))->format("Y-m-d\TH:i:s+00:00"); try { $mdata = $m->getRecords(null, null, null, null, null, ['if-modified-since' => $ims ])->getData(); } catch (\Exception $e) { if ($e->getMessage() == "No Content") { $mdata = []; } else { throw $e; } } print count($mdata)."
I forgot my password and phone number to recover my admin email, how do I recover my admin email account?
I have been using my admin email for a long time, and suddenly I get someone to change my email password then can't log in again. I chose the solution to recover email via phone number but could not because I forgot the phone number I registered. Please support me to get back my account. I currently have a domain name registered for my admin email.
Appending Variables to URLs in Templates
I use SalesIQ and CRM. When setting up email templates within CRM I'm forever copying & pasting variables to append to URL links. so I can track the user when they come back to my website. It would be great if we had to option to "Append Details" automatically by checking a box. A lot of people would not be familiar with code or what variables to append, this would make it a lot easier. See graphic attached.
Ask the experts 02: A 12-hour live Q&A session to help you understand Zoho ShowTime better!
Hi all, We are excited to host the second edition of ShowTime's "Ask the experts" for you on Thursday, 6th June 2019 from 6.30 am to 6.30pm GMT. The ''Ask the Experts" is a live brainstorming session, which helps you learn in detail about using various exciting features of Zoho Showtime, such as: Conducting audience surveys and polls, Managing training leads with the CRM integration, Utilizing co-trainers' knowledge and skills to convert all your well organized training sessions into a revenue.
Not posting to facebook
I have added a new brand and it is not posting to facebook, it is posting to twitter and instagram fine and does on my other brand but on the new one it fails saying try later but its been doing that for 5 days, thank you
Rich text field size limit?
Is there any limit to the size of a rich text field in a Zoho creator form? We have an application with one report having around 7,000 records, including three rich text fields. Two of these have 500+ records exceeding 32K in size, with a few dozen being 60K or greater. Probably 80%+ of the database is taken up with this data. Is there any limit to the size of a rich text field? We quite often have users complaining of extreme slowness, with the odd record getting lost (and not appearing in the
Community Digest - May 2019
Product updates Increase in CRM API v2 credits Introducing Setup Page customization in Zoho CRM Plan and manage your events better by integrating Zoho CRM and Backstage Leverage Zoho CRM’s various features built with GDPR in mind, to ensure that you collect and process data. New versions of Java SDK (1.0.5) and PHP SDK (2.0.0) are out! Limits for Functions have been updated, check it out here. Zoho Community Meetups Join the team and your peers at Zoho Community Meetups in
Bug in adding the suggested dashboards from Dashboards section
Hi, There is a bug in the add components section of dashboards and doesn't give any error, instead it keeps loading the screen for ever. please look into this
Announcing the Zoho Sign exclusive iPad app
Hello, Apple just concluded its latest event with several exciting announcements being made about the iPad that put the device on a tier of its own. With such hype surrounding their upcoming releases, we thought we could give Zoho Sign users who own an iPad a reason of our own to celebrate. Yes, Zoho Sign has released an exclusive app for the iPad on the AppStore! This app can greatly help those who like closing deals and conducting their business on the go using an iPad. The iPad app comes with
Email Sequences
Does Zoho CRM have email sequences feature or some another way how to check whether email I sent to prospect was replied to? And if not, could it automatically send a follow up reminder email? There are separate tools that do that, but it would be great to be able to do it within Zoho CRM. Does anybody have a workaround for this?
Why can't I delete contact name field or change it?>
It seems all the other fields pop up the editing pencil icon except the name field
Driving view and actions for accounts with associated contacts
From my perspective Accounts drive everything. Contact are "ride along". So the key action item (send an email, do a follow up , create a tag etc) is always Account first and then select the Contacts associated with the Account to take an action, individually or in a selected group of the selected Contacts, So to my surprise the ability to filter and create a view based on Accounts and then further refine it by contact is not available. The Mass Email feature seems to have this but you cant preview
Equivalent of "Send to Salesforce" email add-on (for Gmail)?
Newbie question here! I know I can send emails through the CRM, but is there an equivalent to the "Send to Salesforce" add-on (for Gmail users)? Thank you!
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