Why Trident?
Maybe a strange question, but I was wondering why Trident is being developed. It looks fine and is working better and better, but I can't see what you want to achieve what isn't already in Zoho Mail? Zoho mail is already an (webbased I suppose) app that
Email não baixa nem anexa arquivos
Boa tarde. Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Tentamos no Windows 7 e 10, e mesmo assim não baixa nada. Somente pelo app do celular consigo baixar. O que posso fazer?
Email zoho não baixa nem anexa arquivos
Não consigo baixar, visualizar nem anexar arquivos no e-mail Zoho. Já baixei a permissão para o Chrome, mas não adiantou. Não baixa nada. Somente pelo app do celular consigo baixar. :(
Table Display Issues in Horizontal Mobile View.
When I try to adjust the table size in properties > Answers > Modify Column Width, I encounter a display issue when the form is viewed in horizontal mode on a mobile screen. There are large empty spaces that appear, making it look unattractive (as shown
"Processing"
Hi, All emails outgoing are showing "processing", any issues? Thanks
Auto forward after moving email from spam to inbox
Auto forward is generally working fine, however it does not forward mails landed in the spam folder. I can move important mails from spam back to inbox, is it possible to automatically forward them once they are in inbox? Obviously I can manually forward
Projects Task List Bars not Showing
Im in my Projects template and the grey bar for the Task Lists is not showing and the tasks cannot join to it. I have it open in a job and it works. Anyone know why its not showing in the template?
Searching Notes & Attachments
Is it possible to have the search in CRM search the Notes and Attachments for key words
553 Relaying disallowed SMTP Error: data not accepted
I am configuring my website to use my zoho mail for my contact form. I am using phpmailer but this exits with the following error: SMTP ERROR: DATA END command failed: 553 Relaying disallowed SMTP Error: data not accepted. Mailer Error: SMTP Error: data
'Find duplicates using :'
I just discovered (and thought I would share) that you can import candidates to Zoho Recruit and define the field you want to use to find duplicates. I have used the email address all this time. But I think a better field to find duplicates is a contact's
Territory management and roles hierarchy
Hi everyone, we are facing a problem with territory management. Our roles hierarchy is quite simple: - Area sales managers - Sales executives (reporting to Area sales managers) - Backoffice "Sales executives" can see only accounts/contacts/etc based on
Can Send Emails But I am not Receiving emails in Zoho Account
Hello, I have configured a Zoho email account for the domain pentexqatar.com and I can send emails but am not receiving any emails in Zoho account. can I please let me know what could be the issues? Thank You
Disable Multiple Submissions by same Employee
Dear All, I am creating a form to be filled by employees. Is it possible to restrict submission of the form if that employee has already submitted it once?
Prefill Zoho Bookings form fields when using 'Email Booking URL' button in Zoho CRM
I'm utilizing the 'Email Booking URL' button in Zoho CRM, linked to the 'Contacts' module. After the contact sets the meeting details and receives the email, I want the Zoho Bookings form to automatically pre-fill with their information (name, email,
Call Counter
For context, our Leads Page is configured with three separate phone number fields. This allows us to store multiple contact numbers for each lead. We've also integrated a click-to-dial feature in our CRM system, which enables us to make calls directly
Power of Automation :: Incorporate your desired tasklist into a new project automatically
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Variable time for consultation.
We would like to be able to not set a predefine time for the consultation. We wont be using this for the customer it's going to be use internaly to keep track of workers on the road that have appoiment and installation. Something in the line of a FSM
Integration Zoho Books in CRM
Hi, I integrated the CRM with Books. This allows me to display accounting documents assigned to a customer directly in the CRM. This is a very convenient option. Unfortunately, I can't find a solution to properly set permissions for my sales department.
Scheduling Actions by Date and Reusing Webhooks in Journey Builder
Hello, I’m trying to use the Journey Builder feature, but I noticed that it only allows scheduling actions forward in time, not based on a specific date. It would be very helpful if we could schedule actions ahead of time based on predefined date fields.
Formulae field(Sum) not updating when a sub form entry is deleted
Hi there, I was facing this issue wherein I have a main form called 'Work_order_Form' and in that main form I have a sub form called 'Items' and in that items I have a field called 'Print_Charges'. So in my main form I have a formulae field which calculates
Count of Distinct IDs when they appear multiple times within a selected time period
I have a transactions table which includes the columns: date, customer_id and order_id. I want to be able to count the distinct customer_ids within a date range when those customer_ids appear across multiple rows (because they have multiple orders within
How do I append customer number to invoice number?
New Zoho Books customer using the free trial and trying to figure out how to append the customer number to the invoice number. For example, my customer number is: ACME My current invoice number is: 24-XXX I would like my invoice number to be: ACME-24-XXXX
Double spacing issues in Zoho Mail
Some of my emails are double spacing and others our single space very anoying, wanted to know how to fix the problem. Also, can't get my signiyure on my emails to be singled space someone please help!!!!!
How to disable option to search (In Advanced Field > Matrix Choice > Dropdown)
In Advanced Field > Matrix Choice > Dropdown I don’t want the option to search or type to fill in words. How can I disable or remove this function?
Webhook Failure Alerts and Retry Mechanism
Dear Zoho Team, I have a workflow in Zoho CRM that sends a webhook whenever a specific field is updated. Occasionally, the workflow fails, and I can manually check the errors under Settings > Automation > Actions > Webhook > Failures. However, these failures
Zoho CRM not saving edited quotes
When I am editing existing quotes, zoho CRM often gets stuck and I see only the red circle with line through it when I try to save my edits for that quote. This is destroying my workday. Help please!
Introducing the Zoho Sign and Bigin integration
Greetings, We're thrilled to announce that Zoho Sign has integrated with Bigin by Zoho CRM, bringing a seamless signing experience directly into your small business CRM. You can now sign, send, and manage your contracts and agreements directly from your
Zoho Survey Partially Completed Send Reminder to Complete the Survey
I have couple of survey's set up through a link webform. These survey's are not being distributed through email, only a website link. We get more than 50% partially completing the survey. Is there a way to send an email to these people? I looked under
Dynamic Variables for Organization Names in Forms and Emails
I’m currently using your platform to distribute a standardized questionnaire to various organizations, and I would like to make the experience feel more tailored to each recipient. Specifically, I’m wondering if it is possible to use a dynamic variable
Migrate from crm plus a zoho
Hello, it turns out that I migrated my account from CRM Plus to Zoho One on the same administrative license, and when I reviewed what CRM, Desk and Sales are, IQ they are with another organization, I do not migrate, for example I enter CRM and I can see
Custom Modules - Zoho Desk - iOS
Hello, everyone! In the iOS version(v2.8.9) of the Zoho Desk mobile app, we have introduced support for custom modules as a related item to the standard modules like Tickets, Contacts, and Accounts. This new feature allows you to capture unique information
QR Code generation - native
All, FYI Google have recently depreciated their QR Code API refer: https://stackoverflow.com/questions/55021765/deprecation-of-google-infographics-qr-codes Annoyingly, this has meant we needed to change our links over to another provider. Creator team:
Double Value in KPI - Zoho Analytics
Hi Team, I tried to implement this in Zoho Analytics but couldn't figure it out. Here's the scenario: I want to display the total number of tickets created, along with the count of closed and in-progress tickets, all in a single KPI. How can I achieve
Change default identifier field in custom module
Hi, i have searched through several community posts and helpdesk articles but i have not been able to find a proper solution for our problem yet. We have created a new module which aims to provide similar functionality as the default "accounts" module.
Zoho Books - Branches - Can I cross-charge between branches?
Hi, We have two parts of our company, manufacturing and sales. The manufacturing side will invoice/bill the sales side for the materials and labour on each order. I have recently discovered the Branches feature in Books and it fits well with our set
Books Custom function - Not executing..
Use case : Module involved = Invoice When an Invoice is "Approved", the "current date" is more than "n" days and the "Amount" to be received is more than 0 I want a cliq message to be triggered in a channel and to be executed Daily(Scheduled) at 10:30
Delete Transactions in Zoho books
Hi, Zoho books have been migrated from 01.04.2023. However, there are few transactions passed for the period 01.04.2022 to 31.03.2023. I would like to delete all the entries passed during that period. Can you please help in deleting the same.
Generate access token(Google OAuth 2.0) dynamically using deluge
How to generate Google OAuth 2.0 access token dynamically using deluge to Add the zoho books invoice data in google spread sheet.
Placeholders for Multi-Level Discount
I am using custom templates for Invoices and all other modules. Since i have activated multi-level discount (an early-access feature from zoho) "discount at line-item and transaction level", I need placeholders for using them in my custom templates. With
Power of Automation: Streamline status update for linked issues.
Hello Everyone, A Custom Function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as to when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. We have
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