Digest Octobre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Nous espérons que vous avez passé un bon weekend de la Toussaint ! Si vous n'avez pas suivi les dernières nouvelles de la communauté Zoho France ce mois-ci, en voici un récapitulatif. Zoho est ravie d'annoncer le lancement
Engagement Pop-up with different users language
Can I have pop-ups with different languages according to the user language?
How to create a button that exports certain report to excel
Hi there, I want to create a custom button that make it so that the user is able to convert the whole report as an excel file. I want to know whether this is possible. The module is question: I wan to be able to have a button roughly where the arrow points,
Zoho salesiq user count and billing is not correct
Now we have 4 users but when i look at the plan, it looks 5 users and want me to pay for 5 users. Please check it
Spotlight series #23: Record videos and audio from within Show
Hello, everyone! This month, we're putting the spotlight on the Record Video and Audio feature. Imagine you’ve finished creating a detailed presentation for a client, filled with charts, graphs, and important data. You're confident in the content, but
Formula fields do not update
Hi, I've found that the Formula field does not update it's results dynamically if any of the data changes. I wondered, are formula fields supposed to update? Many thanks, Katie
Umm... There seems to be a problem.
Umm... There seems to be a problem. I am getting this whenever I am trying to upload an image to a post. Please help?
Umm... there seems to be a problem
I am trying to post/schedule a post in zoho social and I get Umm there seems to be a problem but it doenst say the problem, you can't click on it for info and I can't post. Suggestions? reboot the browser didnt work
Issue in Zoho Creator in Billing Page
Hi Team, I have found an issue on the billing page in Zoho Creator. In the application usage, I noted that the ‘User Connection’ usage appeared twice.
Agents unable to view ticket content
For the past hour and a half users who submit tickets and agents are unable to view the ticket content. When a ticket is submitted the user gets a forever loading screen, and the agents only see a "Something went wrong" error
Databases Function Error
Hi, I have created a form in Zoho Cliq, and I want to store the data in a database. I have also created a database form and executed a function. However, after saving the code, when I enter the field value, it shows 'function does not exist'. How can
How do I edit the auto response we send to clients when they send an email and a ticket is opened?
Hi, we have set an auto-response email that every client gets when he\she sends an email and a ticket is opened. I'd like to edit the wordings of the response, but cant find it in settings->Automation.
New Vault browser extension update broke autofill
I have a lot of sub-domain passwords saved, and I have the newly updated browser extension set to auto-fill and show domain matching. Before the UI update of the browser extension, it would allow autofill based on the URL/subdomain. However, this new
Recent Maintenance
Dear Zoho Sheet Team The recent 'Improvements' gave me considerable problems. I can't evaluate the extent of these problems, they could range from fixable to disastrous. I can't check more then 300 sheets quickly. A lot of my images have suddenly disappeared, this seems to be the major problem. Where have the gone and how can they be recovered? Another thing I noticed - you have taken away the 'SAVE' button. Clicking on 'FILE' doesn't give a 'SAVE' facility either. I will keep working and report
Trigger to send an email to the product owner when a lead i added
Hi, In my leads, I have the related list of product ! I would like to send automatically an email to the product owner when a new lead is manually added to the product I don't find solution in rules, because related list is not available many thanks
Shared trips not allowing addition of expense report
I am listed as a co-traveller on a trip that has been approved. However when I go try to create an expense report to the trip - I get a message that "You are not authorized to access this trip."
What information is rolled up to milestones?
Hello, I have a question about the roll up feature. I understand from the knowledge base that most information should roll up from sub tasks to tasks, from tasks to task lists and then from task lists to milestones. Data like the task duration, the start
How do I delete a Portal in Projects?
How do I delete a Portal in Projects?
Export Notifications from ZoomInfo to Zoho CRM
Hi, We are exporting leads from ZoomInfo to Zoho CRM and I wanted to know if there was a way to export information about the contacts we already emailed. As an example, in Zoominfo it says that we've contacted Mr. Johnson one time, is there a way to export
Sending Automating Infobip SMS in workflow automation
Hello, I am trying to figure out how to use the workflow automation to trigger a welcome SMS message to new leads that enter the CRM specifically at a certain time after they enter. I can not for the life of me figure out how to do this, was trying to
Add expiration_date and request_user_data to external share link creation in Deluge
Background I deliver files to my clients via Workdrive external share links. I create the folder, add the files, create the external share link, then add the link to the invoice in Zoho Books. I am in the process of simplifying this process with the following
New Interface?
I was wondering if a new interface will be released any time soon? We've had Zoho CRM for almost 4 years and the latest interface seems to be one of the most inefficient yet. Would be nice to collapse detail sections of the modules so we don't have to
PR AND PO LINK
Dear Team, Thanks for providing me a chance to share my experience with Zoho. its wonderful ERP. Just noted now some features, if these are added it will be wonderful 1.There is a workflow defined in Zoho expenses, for PR which is eventually converted
how to sort after priority in Todo
how to sort after priority in Todo? now only newest and oldest is available
Custom forms/job sheets
Hi There, Is there any way create a customised/specific work form or job sheet for an engineer to fill out on site, they would answer all the questions a bit like using a zoho form and then they would submit that work form/job sheet and it would be converted
Power of Automation:: Automatically update the work hours of a task when the status is changed
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
The Knowledge Base: Your One-Stop Information Hub
Hello Everyone! As we celebrate Deepavali, the festival of lights—a time when our homes and hearts glow with warmth and joy—we at Zoho Desk wish to bring the same light to your customer service. With our Knowledge Base module, we aim to illuminate your
Custom functions set Modified by to script owner
As a ZOHO administrator, I have created custom scripts that run in various situations like updating a field, let's say in the Accounts module. In such cases the "Modified by" field is set to my name, although the record was modified by someone else. I
Multiple packing lists / Delivery notes to one invoice (ZOHO Books / Invoice)
I understand that ZOHO Books/Invoice can generate packing lists and delivery notes from one invoice. However, we sometimes invoice the customers first and then deliver the products in multiple shipments. Is it possible to generate multiple packing lists
Zoho Book - Day book - Godown stock
How to show day book ? How to create retail godown stock ?
Icici integration
We are facing issues due to the disablement of ICICI bank integration. Our ICICI bank account was primarily opened for Zoho integration, but now we're struggling with manual payments through file uploads. Can you provide an update on when the ICICI bank
Update Zoho Books Organization Custom Field with Deluge
I've made a webhook script to create invoices for customers, but since we need to manage the invoice number manually, to be able to know the next value, I wanted to store the last invoice number as an Additional Field in the Organization Profile. I can
Mark message as Done like in Facebookbook Business
I am using trial version of ZOHO social and i found this very interesting and interacting tools. usually, i used to read message in Facebook business and after reading the message i mark the message as done. after marking the message as done, it moves
Some Emails Not Saving
Hi All We are having some issues with sent mail not being saved in the sent folder and some incoming mail not being allocated to the CRM leads. This is only affecting some emails which I find quite strange. Is anyone able to assist with this and if there is any settings that I should be looking at? Regards Greg
Matrix Choice - Is it possible in Creator?
Does anyone know if creating a matrix/grid choice type questionnaire is possible with Creator? I wasn't unable to find anything via KB or Forums. The only mention of things similar are over 10 years ago and appears to have gone nowhere. By matrix choice,
Organizing Knowledge Base Content with Accordions and Tabs
Hello everyone, Breaking down extensive content into bite-sized information improves comprehension and readability. Proper organization and structurization of content is vital in helping readers understand. We have tried to implement these factors in
Can send Emails, but cannot receive any. No error appears when I send a test Email to my Zoho mailbox.
Hi, As mentioned above, I can send emails, but cannot receive any. When I'm trying to send an Email to my Zoho mailbox, no error appears... Please assist me.
Automation to upgrade priority of ticket in desk after 60 days/Custom Functions in Zoho Desk
I am trying to have a ticket automatically update its priority to high once it has been open for X days. I figured I could do this with a custom function, but I can't find much documentation to help me grab the correct fields in my ticket. I have used
【Zoho CRM】Microsoft Teamsとの連携機能リリースのお知らせ
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からMicrosoft Teams との連携機能リリースについて紹介します。 現在、Zoho CRMでは、既にチャットツール：Zoho Cliq、Slack、Google Chatとの連携が可能ですが、 今回の機能アップデートにて、Microsoft Teamsとの連携機能がリリースされました。 Microsoft Teamsとの連携を設定することにより、以下のことができるようになりました。
Kaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provide
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