Expense Refund: need to tie to Customer Project
When we record an expense we are able to tie it to a customer project. However, if there is a refund of that expense those customer and project fields are not appearing. How do we make sure this credit is going back to the project? We could do a journal entry but those fields are also not available. Please advise. Thanks!
Different Buttons for Different Lead Layouts
Hello all, I can't find this question having been asked before. I'm looking to have three buttons at the top of the page. The first would say "Create XXX Lead", "Create YYY Lead" and "Create ZZZ lead" with the letters representing our three products.
INVALID_TOKEN message when associating project to a deal
Hi Please can someone assist with this issue I am encountering using this Deluge script in Zoho One? This script successfully creates a new project in the projects module when a deal is won in CRM. However the second part of the script is to associate
Zoho Workdrive App for Linux Please!
There should be compatibility with Linux OS as well; I preferred Zoho Workplace over others because of its support with Linux, but its sad to see Workdrive missing in the list.
Picklist Other
When making a picklist is it possible to have a field called other, which then you must specify what the other is? Is there a better way to do this rather than having a text field below the picklist called "If Other Please Specify"? Thanks in Advance
Zoho Cliq 6.0: Simplifying work for greater productivity
Zoho Cliq 6.0 is here, and it's revolutionizing the way we collaborate! With a dazzling array of features designed to boost productivity and streamline communication, this update is your ticket to a more organized and connected work experience. Opening
SUMIF with "=" condition giving #NAME! error
I have =SUMIF(H21:H27;=&B55;I21:I27) which is throwing an error. Have tried =SUMIF(H21:H27;=B55;I21:I27), =SUMIF(H21:H27;"="&"B55";I21:I27) and =SUMIF(H21:H27;"=B55";I21:I27)
URL format for objects in different DC
Hi there, I'm currently working on supporting multiple DCs. While everything works as expected, there is one problematic topic - I am displaying a link that user can click and it will open object in Zoho CRM - i.e. Account. So war, I've been using the
Recurring Task Based on Completion Date Instead of Due Date
I noticed that future instances of a recurring task are based on the original due date of the task, rather than the actual completion date of the task. For example: Let's say we set a task to recur monthly. The original due date is March 15 2024, but
Outlook not connecting to Zoho Incoming Server
I have used Zoho for years, without any issues, and it is a great service. However, starting yesterday, 12 March 2023, at around 3:00 pm EST, Outlook was unable to connect to poppro.zoho.com. Note: I did absolutely nothing to the configuration, either
Hire and Lock
I would like to be able to disable the lock feature in the Zoho Recruit Agency edition. When we mark a candidate as "Hired" it automatically locks the candidate. Sure, we can manually uncheck the box but we have no intention of ever locking a candidate
Feature Request: Dark Mode
It would be great if we could have some options for theme colors in Zoho CRM, including a dark mode. A good example of what you could base this on is how Slack implements their theme colors. I think this should be easy to do and it is a very popular feature
Introducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
Splitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associated
[Blog] Augmented Analytics in Healthcare
In Healthcare, achieving outcomes through innovation, at a lower cost, is more imperative now than ever. Find out more about how Analytics augmented with AI, can be an enabler in improving healthcare outcomes, from our ZohoAnalytics blog Read it fully
Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
Company Logo Image Appearing Large and Pixelated in Event Invitations
Hi everyone, OK, Zoho Premium Support have tried to help on this one, but we still can't find a solution. So, I need your help, please. I have set-up my Company Logo correctly using the dimensions 190 x 65 px. As per: https://help.zoho.com/portal/kb/articles/how-do-i-upload-my-company-logo When sending Event initations by email and the receipient is an Outlook Desktop App users, the Company Logo in the email appears large and pixelated. Like this: But when viewed in Outlook in Office 365 (i.e. in
Pivot Table on Campaign Members - Contacts and Contacts
see linked video https://workdrive.zohoexternal.com/external/a08bee671a33aa2bfbebe260af8a1150ff98d09fd43f7898ef5411396ba8c707
Converting XML to JSON
Hi! I need to convert a variable in XML to JSON. Can i do it without using an API on deluge? I looked into the documentation but couldn't get any answers to this. Thank you in advance!
Assigned to at task section
assigned to at task section i keep trying to assign a task but by default its assigned to me and i cant amend . could you please help on the same , and im supper admin can you please guide or solve this issue
What to do with a Contact when they Leave an Account?
I have some contacts in my CRM that have been flagged as no longer working for the Account they were associated with. What's the best way to deal with those contacts in order to preserve the history associated with them within the record. Flag them in
Quote Related List to Embed Third Party Apps
Pretty surprised to learn that this functionality doesn't exist on the Quote record. We need the ability to embed third-party apps via iFrame on the Quote record to integrate systems (https://developer.box.com/guides/embed/box-embed/). For example, we
replace all
I would like to be able to replace the quotes in a string. For example if the input for Description is 4" cap I would like to on success replace the " with (in) I have tried <variable>=Description.replaceAll(""","in") ; and receive the error Improper statement. Is there a way to replace the "
COQL parsing error
Dear ZOHO support! I had a similar problem a few years ago, so I hope that you will help me. I've got an error for the following COQL query: `select $se_module, Trigger FROM Events WHERE (Created_Time >'2024-10-01T04:00:00Z') LIMIT 200`. The error response
I cannot sync Zoho Calendar with my Outlook for Mac Calendar
Hi there I have looked online everywhere, but there is a gap on instructions for how to sync the Zoho calendar with Outlook for Mac. I have connected my Zoho email through Outlook using IMAP but I cannot figure out the Calendar part! Please help!
We are experiencing slow download from Zoho Workdrive
We are experiencing slow download speeds from Zoho WorkDrive. It is downloading at 100 Kb/s... sometimes 250 Kb/s. This is not a local problem because all employees are working from different places and are experiencing the same issue. We conducted tests
Best way to fetch data from potentials using NextJS?
What is the best way to fetch data from Zoho CRM Potentials using NextJS. I would like to send the potential name and get back all data for that potential to display on our app. Thanks, Rob G.
Multiple Zoho CRM widget with NextJS
Reference: https://help.zoho.com/portal/en/community/topic/request-for-guidance-on-connecting-reactjs-to-zoho-crm-for-zoho-community-group Help us with managing multiple widgets within the same project. For example, we need URLs like https://127.0.0.1:5000/app/widget1
Connect and create Zoho CRM widget using React.js and package the widget through "zet" sdk
Hey guys, how y'all doing? I have trouble connecting zoho crm widget with react.js or other frameworks. Could you help me with CLI instructions for setting up zoho "zet" sdk and react.js and how to package the app later to be able to deploy it locally?
Zoho Campaigns cannot do Arabic
While there is no problem with non-Western languages in Zoho CRM, Campaigns does not let you create templates and notification emails in Arabic. There simply is no option to set the text direction Right-To-Left. I have asked our supplier, but heard nothing. Also submitted a service request, but again.. heard nothing. Not even an automated email. Why is this so hard for Zoho to implement? All it really takes is a wrapper div tag with style="direction: rtl;" on it. Please Zoho guys, let me know if
Email Notifications on Estimate Approval?
Is it possible to for the estimate owner (or a fixed email address) to be sent an email notification when a customer approves an estimate? I have not found a way how. I created a workflow that is triggered by an estimate being edited and the status field
How do i email the primary and secondary address for a contact?
Ideally, i'd like to send a mass email to all my contacts and include their secondary addresses. but it seems to only send to their primary. how can i send to both?
Handling tenders as an opportunity / entity
Hi all We deal with lots of public service tenders. These are essentially Deals for Leads but with custom stage names (very formalised) and also custom fields and structure. Is it possible to create a new entity in the Zoho database, perhaps with Creator,
Trigger workflow or assignment rule from SDK Bulk Write
Hello, I've seen some discussion about a trigger parameter using the InsertRecord API call, however I was curious if it's possible to trigger a workflow or assignment rule using the Bulk Write calls in the SDK. Thanks
Sales Inbox shared mailbox - Best Practices
We have a sales & support team with 4 members. I'm trying to configure Sales Inbox in CRM Plus so that: 1) Incoming emails are shared between all members (imagine that someone is sick/out of the office, and other reps need to assist) 2) Outcoming emails
How to automate to automatically upload resumes to zoho recruit when I download the resume to a specific folder in my windows PC?
Example: Google Drive for Desktop does the same it uploads the files downloaded in the chosen folder Is there any way that resumes download in a specific folder gets uploaded automatically in zoho recruit from windows PC??
5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ （11/15）
ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの藤澤です。 11月開催のZoho ワークアウトについてお知らせします。 ＊今月の開催回は諸事情により中止とさせていただきます。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、
Segment is not pulling all tagged contacts
So I am trying to create a segment in campaign that pulls all the contacts with specific tags from CRM. When I create the segment it is only pulling about 80% of the contacts with that specific tag. I have isolated a few contacts that this happening for.
Cover Artwork for Notes
Hello Zoho. Similar to how we can add cover art for notebooks, it'd be cool to do the same thing towards individual notes. Maybe this can taken a step further and have it for collections too.
How to allow multiple agent to edit Knowledge Base articles in Zoho Desk?
Hi everyone, I’m currently setting up our Knowledge Base in Zoho Desk, and I’d like all members of my team to have the ability to edit articles created by me, as well as other articles within the Knowledge Base. I've tried adjusting roles and permissions
Next Page