Implementing Segment-Specific Uniqueness Rules in Zoho CRM
Context: In our organization, we use Zoho CRM to manage leads divided into three main segments: Segment A, Segment B, and Segment C. Each segment has its own management hierarchy, with a dedicated head and several executives handling the leads within
Having trouble trying to send with a template
Hello, I'm trying to request a signature with a template that I have created. The template is very simple for demo, just a name and signature field. The swagger documentation seems to be incorrect for the "createdocument" endpoint here https://app.swaggerhub.com/apis/zohosign/zohosign_api/1.0.0#/Template%20Management/post_templates__Template_Id__createdocument
Anyone else having a problem with the macros?
After I have made a macro and saved it, I went to the manage section, but it does not show the macro (or any macro) I've made. Suggestions or solutions would be much appreciated.
Edge Browser Autofill
When using the autofill feature on the Edge browser, multiple fields open up and start glitching. Please see attached
Unattended access of Zoho Assist with Slack Integration
Can we integrate Slack with Zoho Assist to enable seamless troubleshooting on Intune laptops without sharing admin credentials with users? Specifically, we'd like to 1. Integrate Slack with Zoho Assist 2. Allow technicians to access Intune laptops for
Migrating from Evernote: Results in MacOS vs iOS
I’ve just become a Zoho Notebooks user and very easliy migrated my notebooks and notes from Evernote. The issue I’m experiencing is on IOS on both an iPad and an iPhone, which both exhibit the same behavior. If the orignal note had an image and text (in
This was announced 3 years ago: Export for other platforms are in development and will soon be live in fore coming updates.
When will it be possible to export in pdf and Markdown? Dear users, The long awaited feature is now live. Yes, you can now export your notes from Notebook app in bulk. But the feature has just started with web app alone for now. You can try the export
Fetch URL parameter on Dynamic Content
Hello. How can we, in Dynamic Content, get the url of the page? My goal is to have multiple pages (one for each brand for example) and in each page just have a Dynamic Content where it will get the url of the specific page and then will show the information from a specific record of a zoho creator report that I can make. My difficulty is just how will I fetch the URL inside the Dynamic Content. Hope for help. Thanks and regards.
Cannot apply tags to multiple items at once
It is very frustrating needing to apply tags to notes individually. Even worse that it takes multiple clicks to do it. Can there please be an update to: 1.) Allow us to apply tags to batches of notes in one go. 2.) Make it less clicks to add a tag 3.)
Support Web Clipping to Notebook Stack
The use of Stacks provides a temporary means to store content in what ideally would be subfolders. It would be helpful if, when performing a web-clipping action, we could add something to a Stack within a Notebook versus just a high-level notebook. Ideally,
questions regarding links
I am considering switching from Evernote and Notebook is a strong candidate. I have requests regarding links. In the Web and Windows versions, is it possible to display the linked page directly without showing the context menu when I click on a link as
When will Zoho Tables come to the Canadian Data Center?
Wen Zoho Tables in Canada? Our team cannot wait to get started with it.
How do I change the notebook my notes go into
Hi, I can't believe you don't have this question anywhere in your knowledge base unless I'm just missing an obvious button, but there's too many buttons. Anyway, I don't like the default notebook feature. I have a strong feeling even though I opened the
Sort Function on Desktop
I use my DESKTOP version as much if not more than my mobile. As a matter of fact when it comes to entering in the information I use my desktop FAR MORE. The sort feature does not work on the desktop version and even when i sort on the mobile it does not
Forms to CRM Integration for Multiple Modules
Hello, I have a form that collects data related to the user and their company. I've setup the Zoho CRM integration using the Accounts module to create a new account upon the form's submission. However, I also need to create a Zoho CRM Contact that would
how to add a folder to each customer
Dear Zoho team, I`d like to have a folder for each customer (filled with pics and Excel files, max around 150 files per customer). Could you help me how to do this? Thanks Peter
I import contacts and get an error message: This is a Converted Lead.
These contacts are skipped and not uploaded. How do I fix this error? What is this error? Thanks, Eyal
Important compliance update: Ensure SMS delivery chain registration
Hello marketers, The Telecom Regulatory Authority of India (TRAI) has issued new compliance directives to ensure the responsible use of telecom resources and prevent unauthorized activities. These updates impact all principal entities (PEs), and complying
Font Size Jumps to 72 and won't do 48
I am trying to set my Heading on note to 48. As soon as I start to type it automatically Jumps to 72 and when I try to put back to 48 it jumps right back to 72. It's not letting me do any other size in the text body than 34 (or 32? 36?) When I change
How do I migrate a second Evernote account to a new Notebook Account?
I created a second Notebook account to migrate a second Evernote account. When I log into the second account and try to migrate the second account it defaults to the first Evernote account I already have migrated to the first account. How do I get the
Declutter your mail box by choosing what you want to receive
Sorting through a cluttered mail box on the first day of a work week is always protracted. There is a good chance of being looped into irrelevant emails and also missing out on important ones. We, at Zoho Sprints, empathizing this, have provisioned an
Access To One Drive (Business / Sharepoint) Inside All Zoho Products
A vast number of businesses are switching to Office 365 with Sharepoint and Onedrive included. At the moment getting documents in and out of Zoho requires us to upload download via the local PC. At the moment you do have One Drive within Zoho Desk, but not Creator and it is only a personal one drive account, a business One Drive will not work. If it did, then I could access Sharepoint files without having to go back to Synced files on my PC. The only reason we have synced files is due to programs
Unable to set repeat reminders
I’ve been trying to set a daily reminder on one of my notes, but keep getting an error message (picture attached). Anyone able to help?
Is Zoho Notebook part of Zoho Creator, or do I have to pay for separate subscriptions?
Our company uses Zoho Creator, and I have an admin account on there. I was just trying to figure out if I will have to pay for Zoho Notebook separately, or if it is included in the fees for Zoho Creator.
iPhone OS can't change font
Hello, I have set a default size and font in my online setting and this seems to be fine for my Mac OS desktop version. I'm using approximately a 16pt non-serif font which is fairly easy to read. However, on my iPhone, it is a small serif-font that is
Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each
Shared Mailbox - CRM
How to link an email sent to a shared mailbox with a contact or a lead in CRM. I tried with Teambox, the extension does not. I tried with shared mailbox in mail, this was disabled by the support because not planned. Please give me the correct way to do
Email id
My old email id from which i logged in is no longer available with me. I want to change my email id but i am not able to do it. Can somebody provide any assistance?
Grouped Files are completely missing
I made a new note and suddenly all the other notes in groups in that specific folder had suddenly vanished, not in the trash or another folder, completely gone for good, even on the web version. What happened and please how can I get these files back
How to schedule reports to email directly to clients
I'm scheduling reports of activity on a client's account which is working fine. I would like to automate this report to go directly to my client, but cannot see how to do this, either in reports or in workflow. Is this possible? Alex
Unleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,
Create journey and use history data of website (e.g. page visited)
I'm trying to figure out how to create a journey that allows me to do something (e.g. top up lead score) based on something the contact did before he filled in the submission form and actually became a contact. Example: anonymous website visitor visits
Restrict access to workspace
Hi I have a Workspace - I'd like to restrict access to this workspace to myself (the account admin) and 2 of the 5 organisation admins i.e I have workspace I'd like to keep 3 of the org admins from accessing. I don't want to change the 3 org admins to
Adding Leads via ZoomInfo Get Created under a Different Owner in Zoho CRM
Hi! Whenever I add leads to Zoho CRM via ZoomInfo, they always get assigned to a different contact than myself. I want to be the lead owner and am struggling with where to fix this. They always get added to the same owner. Thank you!
Hiding the default navigation bar
I would like to hide the default navigation bars on my html page views and replace them with my own custom navigation on the html page itself. Is this possible? I have tried hiding all sections in Application Settings --> Sections but the bars are still there. Thanks.
Email Parser
I have tried email parser with the help of youtube. i setup a new rule for the email parser and sent some test mails. But ending up with the status Rules not matched. Kindly help me on this
Feature request: map, calendar, list view
A) It would be great if I can view notes according to location. Just like in iOS photos I can look at a map and zoom in and see pictures taken at that location, it would be useful to see notes created at certain locations. And the ability of turning this
Apostrophes stop Analytics dashboard rendering when embedded in Creator
I have an Analytics dashboard which I am embedding into a Creator page, prefiltered to the organisations that the user belongs to. This works beautifully, except when an organisation name includes an apostrophe, at which point the Creator page thinks
User data loss
Hello Zoho Team, After the scheduled server maintenance you had, half of my Zoho notebook notecards are gone, not showing in notebook desktop app, notebook web app. And not even in the trash folder. It had some important notes related to my studies. This
Zoho Gmail Extension Not Working Properly
Hello. I am having an issue where the zoho extension added to my gmail isn't working properly. First of all, I cannot open the notebook from the sidebar. I did in the beginning, now I have no idea how to open the notebook. And added some things. Now it
Next Page