Print in mail
I am no techie and I think Zoho is great as I am using more and more of the features and encouraging my kids to use Zoho as well BUT Why is there no print option when in mail, I have a train confirmation e-mail that I need to print so when I go to the
zohosheet keep loading and don't know how to fix it
one of my zoho sheet is getting slow. How to fix it.
Report action "Collection of record" cannot be selected
I am attempting to add an action to the "For Multiple Records" section on a report to be executed for the collection of records. The "Each Record" option is selected but the "Collection of record" option cannot be selected, any attempt to click or check
Open Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browser
Drill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,
Adjust Task Close Day/Time - Post recordkeeping.
Ran a search before asking, but could not find any information on this topic. Notice that when i go back and add missing task records from previous days, I am unable to change the "close" date of that task. Is there an option for removing the lock on
Announcing Zoho Developer Community Hackathon 2024
Hello developers, Are you up for exciting coding battles? Get your arsenal ready and flaunt your expertise! Join us for the first-ever Zoho Developer Community Hackathon 2024—the biggest coding challenge of the year! REGISTER NOW What's in it for you?
Zoho SAAS Account Marketing Communications Policy
What options do you have available for customer's of Zoho products to opt-out of marketing communications that get delivered via pop-up within the SAAS Zoho products themselves? I get pop-ups from time to time and they get in the way of my workflow. I
[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactions
how to prevent user from selecting date greater than today in blueprint?
I have a Date Time field in Blueprint Zoho CRM like this I want to prevent or giving warning message after the user put date greater than today. how to do that? I have no problem writing code using deluge function, I need a guidance, but it will be better
Spotlight series #24 - Add explanation notes to your slides
The previous post in this series discussed how adding audio and video recordings to your presentations can help your audience understand the content, even when you're not there to present it. Now, here's another way to achieve the same goal. The month's
Sub-Forms Sub-Totals
Is there a way to have sub-totals in the sub-forms? ie have all the Stage 1 sections sub-total, then the Stage 2 sub-total etc . These forms are great except for this, and not being able to use the data in Reports. It would be great if you could cost
Share via link with 3rd party, not email
I use Zoho Desk, I want to share a password with a customer but I want the interaction logged in Zoho desk. Currently, Zoho Vault wants to send the email to the customer who is not logged in to the current email chain. Can we have the option (allowed
How to troubleshoot Google Pub Sub beta connector in Zoho analytics
Hi We are working with another development team to get Google Pub Sub Stream connected with Analytics and they are receiving 400 errors and when I try to validate I get the following: Failure Reason(s) Stream data does not contain any matching column
Not Overwrite Last Name
I need to upload some contacts to Zoho CRM which already have a last name in the system but in the file I'm trying to upload some of the contacts don't have the last name, so I've added the "-" in the last name field. My question is if there is any way
member portal problem
When I access the member portal on the zoho site and click on add a member portal, nothing happens. It does not open the member portal section for me to create portal members.
Announcement: Migrate your workspaces to Zoho DataPrep 2.0
Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the
Filter emails based on redirection adress
I have a rule setup in my outlook email that redirects all emails from my inbox there to Zoho. I now need to filter in zoho those emails that come from the outlook inbox to a specific folder. Using the rule: From ; contains/is ; (redirecting email) does
Apple push notifications
Hi there, Is there any chance of Zoho implementing Apple push notifications with IMAP like Fastmail did recently. Your active sync implementation is a bit flakey with the recent iOS version and I prefer to use the default mail app like many other iOS
How to make one filter limit the display of another filter in a Dashboard?
Hi, I'm trying to do something similar to what this guy (his name is David) has described: https://help.zoho.com/portal/pt/community/topic/creating-two-dashboards-from-the-same-dataset-with-one-extra-filter . I followed all replies to his question and
I Cannot Remove An Owner From Commerce App
Hello, Our recent Zoho admin has left the organization. I am trying to deactive his account, but I connot complete the task because he is the only administrator assigned to the Commerce app (an app we do not even use). While I can assign other users to
Forwarding an email to Notebook
Is there a way of having an email address to forward (and write) notes. EN has it and it one of the features I use all the time.
Preventing end-users from "Blocking Access"
Is there a way that we can prevent end-users from enabling the "Block Access" feature on Zoho Assist? We would like to Gray out that option.
Problem with Width and Height on iframed embedded reports
I am trying to make the embedded report to take 100% of the widget width and height but the only values that works are pixels. Is there any way to use auto, 100%, etc This is a page with two widget. The top widget shows master records and the widget below
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
How does one correct sentiment analysis on a individual support request?
Scenario: I took a phone call from a customer and created the support ticket while on the call. The customer was quite happy and pleased with our software and our support. When I saved the ticket, Zia reported that the ticket was negative. I know this to be incorrect. How do I fix it?
Automating Lead > Deal
Hi! Context: I'm trying to automate a flow that does the following: 1. (Automated) New lead created in Leads module. 2. (Manual) "Lead Source" changed to "inbound registration" - We do this manually to have some control over who enters a Cadence. 3. (Automated
Change the Name of Flags
I would like to use flags to prioritize my emails, but the default names are not good for me. Is there a way to change the flag names and possibly add more with different colors? I use the tags as a more detailed code, so the flags would be perfect for
Connect bigin with salesIQ?
Can anyone explain whether you can connect BigIn with Zoho SalesIQ? I see that the SalesIQ site says it supports a connection with Zoho CRM but can it work with BigIn? Is BigIn powered by zoho CRM backend?
Integrating with 3rd party app
Hello World, I have recently signed up for a Zoho. I have reasonable experience in SFDC and I trying to apply my SFDC knowledge to Zoho. Problem: I am trying to integrate a couple of 3rd party apps into my Zoho CRM custom module. It seems there are a
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Formula Error with IF Fuction
Hi, I want to create formula field to calculate payable amount based on payment terms chosen, when I tried with the if condition, it gave syntax error. if(${Deals.PaymentTerms}='Quarterly',${Deals.Amount}/4, ${Deals.Amount}) In fact I want to use nested
How do I ... determine when a campaign member's status changed?
Is there a way to tell when a contact's member status was modified for a given campaign? I'm using two Campaigns to divide contacts up into two piles - one for receiving a welcome by email and the other for receiving a welcome by postcard. The email and postcards are processed currently outside of Zoho CRM. When done, I update the member status from Planned to Sent. Rinse and repeat every week. Now I have two piles of "Sents" and can't tell which week who got what. Perhaps instead of solving
Nodemailer times out but it worked before.
Hi, I use the following trnasport settings to send mails programmatically. It worked twice and then stopped by raising a timeout error: Error: queryA ETIMEOUT smtp.zoho.eu { "host": "smtp.zoho.eu", "secure": true, "port": 465, "auth": { "user": "mymail@example.com",
Push notifications: Re-engage and retain users effectively
Dear Apptics community, Have you ever wished to proactively engage and communicate with users even when they are not actively using your app? Apptics already empowers you with features for app health, performance, usage, engagement, and growth. We are
zoho mail outlook synchronisatie probleem
Goedendag, We hebben problemen met de synchronisatie van de mail als we de mailbox toevoegen aan outlook gaat hij deze netjes synchroniseren. Als hij klaar is dan komen daarna niet de nieuwe mails meer binnen. ook niet bij herstart outlook of pc. Ik dag
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
Power of Automation :: Automatically update the Project status based on the Milestone status
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
Developer option
As a developer which feature would you love to have in Zoho cliq. I am gonna create an extension in zoho cliq. I would love to hear from you guys. you inputs might help me win cliq trix. If you even have any common suggestion don't hesitate to put it
Spotlight 7: Boost ticket sales with promo codes
Events are all about people, and it takes a substantial amount of marketing and promotion to bring in a crowd. By adding promo codes to your marketing mix, you can incentivize prospective attendees to buy tickets to your event by offering discounts and
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