Button Problem in Campaigns
When creating a button in a Campaign, the button will offset when the email is forwarded. This has been a problem for quite some time. We have stopped using the buttons and are using links instead to avoid the button looking funny when the email is forwarded.
Automating Zoho Assist Data collection in CRM.
Here's what I'm looking for: Initiate a Zoho Assist session from the 'Contact' page in CRM. Capture 'Start Time', 'Duration', and 'Session Notes' for easy display in the Contact page. Generate a report for that client showing the Time, Duration, and Notes
Auto Mileage Tracker
Is it possible to have the Mileage tracker auto start, similar to how Everlance, and Quickbooks Self-Employed work?
Hide sections of Modules.
Hi Zoho, I had a quick request. Would it be possible to hide sections of a module? To give you an example, one of my modules has 18 sections. We all need this information, however, not everyone needs every section. Is there a way to minimize the sections
Customer Service Level report
Hi, Is there a plan to have Customer Service Level report available to the Customer to download? i.e. a customer facing report that provides key data on tickets. per status per product domain, per user, % resolution etc... Thanks, Hasna
Credit card info not showing in Payments for multiple invoices
Payments in Books made for multiple invoices do not show the credit card information (last 4 digits) at the bottom under the "More Information" section. This shows fine for all credit card payments made for a single invoice. How can we get this information
How to Prefill Data in an Additional Form Submission from the First Form Submission
We need to prefill data in the second form submission based on the previously submitted form (when using the "Add Another Response" option). We have a form which allows customers to send us files via upload. It requires them to provide name, company name,
6x4 Thermal Roll Printable Format
As we are using Zoho Inventory and Commerce for selling items online, we do extensive packaging and having package slip on a A4 format and printing them on a paper is fine till now. But it would be best if there is a 6*4 Format and a more editable package
zoho.desk.update doesn't change 'reply to' when changing Contact
I have a creator script that sends a Form to Desk for stuff like setting up new employees etc.. Due to new email restrictions, we can no longer fake the 'from' address so it must come from one of our emails, like 'support@domain.com'. So I developed a
How to use Watermark API in Zoho Office Integrator
Hello users, In this article, we'll explore the Watermark API in Zoho Office Integrator and learn how to use it to apply a text to your business documents right from your web app. Before we get to the details of the API and how to use it, let's take a
Copying data from one field to another
Ultimately I would like to use a different field on the lead when converting to an account rather than use the company field, so I figured a simple code to copy data would be the solution but I am having troubles. Is there any easy built-in way to copy
Free webinar: Processing transactional paperwork with ease using Zoho Sign and Zoho Finance apps
Hello everyone, Did you know you can securely send, sign, and manage your financial documents directly within Zoho Finance applications? Zoho Sign seamlessly integrates with Zoho Books, Zoho Invoice, Zoho Inventory, Zoho Checkout, Zoho Billing, and Zoho
You can now append Tags to records on import in the CRM for Everyone UI!
Good morning to my amazing Enterprise Support members! Its the last week of October! Let's finish strong! 👻 As you all know, Tags in Zoho CRM are simple labels that help you quickly organize and identify your records. You can Tag records individually
Selecting text doesn't work properly
Whenever I select text when my paragraphs are on the justify setting, the selection is off. It works fine on Aline Left. The blinking cursor that tells me where I'll be typing is off as well. I'm using the browser for Zoho writer on Firefox, if that helps
Resizing Signature on Invoice PDF
I have tried to add the company stamp on the invoice template as a signature, but when I change it to pdf the stamp comes in a very large size. Is there any way to resize the image?
Privacy button in Dashboard to show hide dashboard figures.
I suggest to add privacy button on dashboard which should by default hide all figures. Upon click, it shall reveal the dashboard stats. This will help a lot in mix environment and screenshots.
Zoho Books very slow this morning
Is there an issue with Zoho Book this morning? It's running very slow.
Entry of Customs Duty paid by the Courior on Importer's behalf
How do we enter the Customs Duty Entry for Duty Paid by a Courior Co. (DHL) and then we reimburse them?
Assistance with Disabling or Customizing Automated Email for Online Bookings
Hello Zoho Support Team, When using Zoho CRM’s online booking feature, an automatic email is sent to clients from noreply@zohocrmbookings.com after they schedule. Currently, this email is unbranded, and I’d like to either disable it or customize its design,
Zoho Campaigns Blacklisted
Hi. We are unable to send out Zoho Campaigns due to the ZOHO Campaign server being blacklisted. However we are able to send out mass mails using ZOHO CRM . Any assiatance is welcome.
Manually Enter GCLID in AdWords Module Section
Hello, I seem to be stuck in a bit of a bind here. I have integrated Zoho with my third party forms (gravity forms) to capture the GCLID from the URL and pass it to Zoho CRM successfuly. I have one more issue though... I am using a call tracking software called CallRail, and CallRail is able to capture the GCLID with their own AdWords Integration. I am currently using Zapier to pass the call data from CallRail directly into the CRM as a lead with custom fields which works beautifully except for
Update Task API Limit Issue
I am running into issues with the API limit for update task in Zoho Projects. In a typical Project, we have 120-130 Tasks and I would like a field change made to the Project to propagate down to all Tasks that belong to the Project. (In this case "Territory).
Competitors Question
How do i create a list of Competitors, i created one for a potential yesterday, i was expecting for this to be available instead i have to create ANOTHER listing for the same competitor. I had also selected the account type when i created this competitor
edit custom views: sort
please add the ability to customize the sort (A-Z Z-A) even at minimal function would be so helpful. we find that we are creating multiple views because having to sort the results every refresh is time consuming. our expenses area is heavily used for this need. thanks for considering! -Gina
Office 365 Shared Mailbox's (follow up)
I saw this post, https://help.zoho.com/portal/en/community/topic/office-365-shared-mailboxs-teaminbox and the answer from Jaffrina, but I'm not sure if it's correct. My goal : configure a incoming IMAP channel with a Shared mailbox from Office 365. The
Collaboration Notifications in Zoho Social
We are having an issue with notifications coming through from Zoho Social. In particular, when we are @mentioning someone, the only notification is the little red dot at the top once INSIDE the application. It doesn't even notify us on the mobile version.
Syncing Zoho FSM with Zoho CRM, Zoho Desk and Zoho Books
I'm currently on the trial and I'm wondering what the best setup would be to integrate with Zoho CRM, Zoho Desk, and Zoho Books. In Zoho CRM the native integration to Zoho FSM appears to use Zoho Books in the middle to sync the Zoho CRM Contacts and Parent
CADENCES - Limit on Tasks / Emails ??? WHY ?
I am only here to post my frustration in the CADENCES feature. I had an amazing execution of automation and Cadences was the perfect solution for our office. But I have already run into simple limitations on Tasks / Emails ! This completely destroys the
Zoho books SPF record not recognized anymore
Hi, Since a few month zoho books doesn't recognized my spf records anymore. I've send numerous emails to support but they just say "please contact your domain provider". It's cloudflare and we have checked with them and they say it's working perfectly
Adding product image look up into quotes module?
Hi there, how can I add a product image field to this quote subform so when I search the product from my products and it pulls all the information it will also pull the image of that product as well? So essentially when I then upload a template document
Unattended acces\ Invite Technicien \Gain Control
When I'm on a remote zoho assiste or Unattended access session and I invite an external technician by sending an invitation, when he accepts the invitation, a message appears to him : "Remote control disabled. to gain control click on Request control",
Search for data that is inside a Subform - Is it possible?
Hi, I'm searching teh CRM and ZIA Search for data that i know it is in a subform and the search does not find anything. Is subform data even indexed? Is it possible to search for data that is inside a subform?
ZIP Codes not Available on Zoho Analytics
Hi, I'm currently trying to create a Chart Map in Zoho Analytics, but I'm struggling to get all my data points displayed because not all ZIP codes from my database are available in Zoho, even though they are valid sequences. I can't provide a specific
Get email from multiple users under my super admin account.
I have a domain setup with 2 other users setup. All of the accounts are mine and I would like to see the emails from all of them in my super admin account. Any way to do this? Basically it is similar to having multiple gmail accounts but want to see them
Editing a document after one or more signers have signed
I sent a document to six people, after several have signed I found out that one of the recipients email addresses had an error. If I use edit to correct the email address and save will it resend the email to that recipient? will all recipeints have to
Application of zoho.adminuserid parameter in deluge
I want to use the sendmail function in Deluge, but when I call zoho.adminuserid as the sender, I found that the email address is actually my account’s address. I’m supposed to be just a regular user account, and after checking the Company settings, I
Can I trigger an action in an extension using automation in Zoho Desk?
I have integrated Zoho Survey in Zoho Desk. I'm wondering if I can create an automation that would send a survey based on the classification/category of a ticket when it is closed. Is this possible?
Improved User Identification and Ticket Association in Guided Conversation Flow (Chatbot)
We’d love to see some enhancements in Zoho Desk’s “GC Flow” to streamline ticket management and improve user support experiences. Here’s the idea: Currently, when users enter information like name, email, or company during a chatbot session, this data
Regarding data loss after server maintenance
Hello team, After these recent server maintenance, most of my Zoho notes are permanently gone, not visible in notebook desktop app, notebook web app and even not in the trash folder. I am pretty sure I haven't deleted them permanently. Most of the notecards
Formato imagen Webp
Buenos días, tengo entendido quer el formato de imagen. Webp es recomendable para mejorar el timpo de respuesta ded las páginas web, obserbvo que zoho commerce si lo acepta pero yo hago las fotos con el movil en zoho inventory y el problema es que no
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