Industry options change on conversion
I have customized my options for INDUSTRY under Leads to four choices. When I convert a Lead and it becomes an Account and I try to edit it to change the INDUSTRY a whole new set of options are available. Shouldn't the Industry options be the same?
How to close a deal
Hi, I need help, I dont know how to close a deal that I already won and ended. The expiration dates of the deals ended like 2 months ago, and still appears in the Flow. And If I click on "Open Deals", that deals appear. How I can close those deals and not appear in "Flow" Thanks!
Dataset in Creator
Hello, I am building a massive app with customer portal. The users that will connects will be parts of companies. So I need every users of the same company to view/edit only the records of the company. Sadly, it is not possible with the customer portal to do this type of profile/permissions. I was thinking about dataset. Is it possible to build different folder(dataset) in the backend? Each company would be a dataset. After that, I would apply permission of the dataset based on a list of users per
Report Criteria Using an Indirectly Related Form? Example Criteria: RelatedForm.RelatedFormsRelatedForm.ClientEmailAccounts.contains(zoho.loginuserid) - Potential Critical Limitation of Zoho?
Hi all (especially @zoho) I would like to use a Form field in a related Form's related Form (i.e. Widgets>Factory>Account) as part of the Criteria I use for filtering a Report in Zoho (Widgets are related directly to a Factory, but I want to use the Factory's direct relation to the Account Form as a Criterion but can't access the Account Form's fields in the Criteria box). To explain I will give a quick example and background of what I currently do to enable deeper filtering of data in my Customer
Zoho Chat Widget Doesn't Display in Zoho Mail
The Sales IQ Chat widget works great on the website but will not display in Zoho Mail. Please let me know when you have fixed this. thanks, Paul
Tip #32: Use Custom Buttons to Execute Unique Actions and Work Faster
Hi folks, Following our Zoho CRM - Tips and Tricks series every Thursday, we are back today with a quick tip on Custom Buttons. Create, Edit, Convert, Send Email, Clone... These are some of the standard buttons that you see inside Zoho CRM. Each one of these buttons is intended for a specific purpose and upon clicking, they invoke and execute the action. But picture this - when you are following up with your deals, you want to send the price quote to associated contact once the discount gets approved.
Hola Soy Santos Garrido
Hi. Pleased to communicate with you. First congratulations for that machine that is ZOHO. I have a problem and that is that what I write in the mobile app does not synchronize with the web version. The error it gives me is that the records of this view have not yet been synchronized with the server, this may be due to an interminate network situation, to design changes made to the desktop and not synchronized with the application and may need to be performed. manual intervention to solve the problem
Is it possible to bulk assign tasks?
Hi, I've created a set of tasks but did not assign users. Is it possible to assign a user to all subitems of a task? Or an easy way to bulk assign tasks to a user?
Recover deleted mails
i Have deleted some Of My Mails From my Mail ID(dixit@himalayanpeaceholidays.com) please Recover all deleted mails from my mail box (inbox & sent mail) Since The Activation Of This Account.
Outgoing and Incoming Disabled - commercial@graass.in
Dear Zoho admin, one of our email outgoing and incoming are disabled, I have deleted all the emails inside that account, but still it is showing outgoing is disabled, please enable it Thank you.
Tip of the Week: Customizing KPI Widgets
Zoho Reports offers many options when it comes to customizing a KPI widget. In a few easy clicks, you can customize a KPI widget to appear the way you want. Like, changing the font type, size and color, adding up/down arrows, showing Previous and Latest values etc. Below is an animated gif that shows how some of the customization options are done. For more information on KPI widgets, refer here.
Recover deleted mails
i Have deleted some Of My Mails From my Mail ID(dixit@himalayanpeaceholidays.com) please Recover all deleted mails from my mail box (inbox & sent mail) Since The Activation Of This Account.
No puedo entrar a mi cuenta en Zoho Mail por validación
Estoy tratando de acceder a mi cuenta de correo en Zoho Mail y al entrar me pide validar mi número celular, pero al colocarlo aparece un mensaje que dice que ese número ya existe, y no puedo pasar de ahí...
How can I limit/stop the automatic re-sizing of text in Zoho Recruit particularly?
Hi all, has anyone else had a problem with Zoho App text being automatically re-sized unnecessarily large, perhaps when using an external monitor or even a large laptop screen? MY PROBLEM: I have a large 4k Widescreen monitor I work off for spreadsheets and want to do the same with Candidate/Contact & other List views in Zoho Recruit, however when I expand the browser window Zoho Recruit auto-re-sizes/enlarges far beyond a comfortable level taking up much more room than necessary. This is despite
Automation Work Flow
Hi Zoho, I would like to know if it would be possible to close tasks through Work Flow Automation. I know it's possible to create tasks that are in progress or completed, however, I would like to know if we can close existing task through the Work Flow? Let me know and have a great day! Best, Steven
Contact details
Please could you copy the industry field from the client to the contact, so I can search for contacts within an industry to target them for business. Thank you very much
Monster
I don't see Monster as an option in CANDIDATE - SOURCE BOOSTER. Is that functionality no longer available? I only see INDEED.
Comment faire ressortir les doublons dans zoho recruit au niveau des noms et prénoms?
Bonjour, Y a t il un moyen de faire ressortir tous les doublons de mon zoho recruit via un fichier ou un rapport? Merci car ma base est importante est c'est très très fastidieux et long de trouver tous les doublons, c'est plutôt au petit bonheur la chance. En vous remerciant.
Writing a report about zoho recruit
hello, im currently a student at Bahrain polytechnic majoring human resources management, and im writing a report about how Technology benefits the human resources department and the business in general. i have chose Zoho recruit , but im having an issue finding information about how competitors currently use the same technology (cloud software) mentioned. ill appreciate if you could give me a list of your clients or at least two clients that share the same industry and what features do they use.
Mail merge does not include tabular data
Hello, Is it possible to get tabular data in to the mail merge template? Such as work experience in Zoho recruit. I would want to create pdf profiles for our sub-contractors listing their previous employments and education.
Getting error code null when adding record
Hi, I am try to add candidate record from WordPress but getting error. This is the code that i have written please help me what am i doing wrong. function get_fields_by_ajax_callback() { check_ajax_referer('get_fields','security'); $firstname= $_REQUEST['firstname']; $lastname= $_REQUEST['lastname']; $email = $_REQUEST['email']; $phone = $_REQUEST['phone']; $nationality = $_REQUEST['nationality']; $age = $_REQUEST['age']; $location = $_REQUEST['location']; $languages = $_REQUEST['languages']; $gender
How do I delete notes in Zoho People?
Hi is there a functionality that allows me to delete notes under the Time Tracker section?
MOST URGENT!!!!
Hi Kishore - As I am using Notebook with the new quick note functionality. I'm coming across something that I have never experienced. Crashes. Crashes that loop after opening. Every time I open the application it immediately crashes. As this was happening, I went into a panic. What if something major happens and I lose all of my data? What if I lose it permanently without any backup. Therefore, I am pleading that the development team works on the ability to download our materials. It is crazy to
Date wise Net Revenue Report
Zoho Subscriptions > Report > Net Revenue Report > Customized Report> Have two fields From date & To date. However, Above two fields accepts only months, not specific date of month It will be great if Zoho has customized report & filter for below permutations/combinations Net Revenue by 1) Customized date range 2) Products/Plans 3) Payment Mode (which payment method is PayPal, Bank transfer, UPI, Credit card, debit card) Reason why above? For daily tallying and usuallly Payment gteway settles payment
What's New Monthly Digest: January 2018
New Connector Released: HubSpot CRM Advanced Analytics The HubSpot CRM Advanced Analytics integration empowers you with deep sales analytical capabilities and helps you keep track of your Key Sales Performance metrics. It comes with over 60+ handpicked sales analytics reports and dashboards that you will find of great value. You can also create your own insightful reports to track your sales pipeline, visualize your sales conversion funnels, measure sales team performance, forecast your sales and
NO INCOMING EMAIL
Final-Recipient: rfc822; robson@gnpo.jp Action: failed Status: 5.0.0 Remote-MTA: dns; gnpo.jp (49.212.136.134, the server for the domain.) Diagnostic-Code: smtp; 550 No Such User Here Last-Attempt-Date: Tue, 06 Feb 2018 07:30:01 -0800 (PST)
Mark a roll
Hey guys, I am trying to build a fairly simple application to mark attendance. Four forms, People, Classes, Attendance, AttendanceDetails. People with one field "Name", Classes with one field "Class". Attendance with two fields, a date field, and a subform "AttendanceDetails". AttendanceDetails with two fields, one to one lookup for "Name" and one to many lookup for "Class". Workflow is to enter the date, add rows to subform selection the name and classes attended. The problem is that with 300 names
API call to create create invoice in Zoho Inventory
I am trying to send the following json to create an invoice: { "customer_id": 1167451000000062085, // found by calling the get contact request "invoice_number": "INV-00002", "date": "2018-02-04", "due_date": "2018-02-10", "line_items": [ { "item_id": 1167451000000062103, // found by calling the get items request "quantity": 130 } ] } but the response is: { "code": 4, "message": "Invalid value passed for JSONString" } the post request is being sent to : https://inventory.zoho.com/api/v1/invoices?authtoken=<token>&organization_id=<org_id>
Using Cliq's IRC channel on weechat
Hi, I am not able to connect to the IRC channel of Cliq on weechat. I am using the server irc.zoho.com:6697 I am connecting with SSL and using SASL authentication. I get the following message and the server gets disconnected: irc: reading data on socket: error -110 The TLS connection was non-properly terminated. Any help would be greatly appreciated. Thanks
Change Added_user
Hi, is it possible to change the Added_user value in existing records?
Sticky Group Header In List View
- Moved to Community Driven Features - https://help.zoho.com/portal/community/topic/sticky-group-header-in-list-view-feature-request
Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one.
Hello Everyone, The wait is over! We are happy to announce the Documents feature in Zoho books. Finally! A document hub, receipt auto-scanning, and accounts payable automation all in one. Simply email or upload your receipts, bills, or purchase orders into Zoho Books and our software extracts key information ready to be converted into transactions. No more data entry, no more filing. Auto-Scan: Auto scan feature automatically scans your receipts, bills and extracts data which helps you avoid data
Zoho Arranging Apps on Zoho One page
I understand changing the UI to be closer to CRM Plus is on your roadmap, however right now is there a way to change the order of apps on Zoho One's main screen? Thanks, Glenn
Changes made to Lead , especially Lead status should be tracked with the time stamp included.
Hi, Is there a way to see the complete history of changes made to the Lead? For instance , the Lead status which was "attempted to contact" at 2:00 changed to "contacted" at 2:50 .
"Stores Near Me" feature in Zoho CRM mobile app showing incorrect stores
Has anyone experienced issues using this feature on their mobile crm app, and the incorrect store will show up on the map? We have had a couple incidents where the sales rep would start planning all the store visits in his local area, then an incorrect store would pop up on his map. I have verified this is the case, and ensured that the addresses are indeed correctly entered in Zoho.
renew subscription
Could you help me?
I do not see the option to renew in control panel / domains
I want to renew my domain is trophyproduce.com
RPAD With Space Character Not Working
Hi, I am trying to create a report that requires character length specific fields that are space filled. My approach is to create a query of fields and concatenate them into a single column while using the RPAD function on each selected field so I can fill with spaces as needed. My requirement is to have each field contain a specific number of characters and if the content of that field is less than the character count requirement, then fill with spaces. It seems as the RPAD function is perfect for
Task comment
Hi zoho Team, I met an issue when using zoho task. When i sort the comment of a task (most recently on top), sometimes, all comment is disappeared, just see this happen only on this task, the others are no problem. Please help to check this. Link: https://projects.zoho.com/portal/arrivetechnologies#taskdetail/403027000001399352/403027000001399368/403027000001449237 Thanks
I can't access my site builder
As soon as I log in to https://sites.zoho.com I end up on a blank index page. I have never had this problem before. Anyone else experience this?
New Feature in Zoho Vault - February 2018
Hi, Today we're excited to introduce the quick add option for websites in Zoho Vault. The product will now support ready-made templates for more than one hundred websites for easy secret addition process. Users can add the passwords for popular websites in just a few steps. How it works: Log into Vault > All Secrets > Add Search for the website name in the form that appears. Click on the website's icon to select and add secret details. By default - the website name, logo and URL will be auto-filled.
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