Submitted form URL
I am using the feature "Include a link to allow respondents to edit their responses" for the first time. This URL is included in the email sent to the user after they press Submit. If a form is Saved, there is a section called Partially Saved Entries
Function for Emails tranfer from Lead to Deal
Hi Due to the fact that my Deals conversion needs to be done in 2 ways - depending on the fact if those records already exists or not - resources in fields are different. I am making function control conversation for Leads but I have problem with transferring
Create a new immigration service- Similar to immigration law software
It will be good if you can build a new service. Data will be pulled from the employee form. Then automatically users should be able to complete immigration forms like I 129, ETA 9089, ETA 9035 E, G- 28, W4, I 9 PDF forms and then be able to send for signature with Zoho sign. Immigration Softwares like docketwise can be used for ideas. The advantage with this it sits within Zoho people and employees don't have to feed data in another system
Contacts with Deals not appearing.
What: I simply want to see all of the contacts that are tied to an open deal Problem: In Contacts Module > When filtering on Contacts with an open deal, Zoho only shows some Contacts instead of all. Details: More specifically, I should have ~200 contacts
Version of Cliq included with Zoho One and Limitations
I'm confused by the information presented in the application detail page of Zoho One. I'm a solopreneur with a single-seat Zoho One Enterprise license and I need to communicate externally .. extensively. The plan details page suggests channels are limited to 100 members. Whereas the pricing plan comparison page on the Cliq marketing site says 2500 for enterprise level. If it's 100... that's going to kill my use case as it is my understanding that external customers can only be communicated with
Upload edited meeting recording for attendees to download
Hi Would it be possible to let meeting organisers upload an edited version of the meeting recording? Usage case: most of us probably start a meeting 15 minutes before the official start time. It would be nice to trim that dead time off the recording.
Why does the embed feature within the article editor seem to be not functional?
I would like to embed media into an article, but that feature seems to be non-functioning. Am I doing something wrong? to clarify, I do not want to create an article by embedding. I want to embed media into an article I have created in a manual.
Get all fields using COQL
Hi Is it possible to get all the fields of a record using COQL?. Something similar to select * from Accounts in SQL.
Notes and Notebook integration
Maybe I missed it, but is there a way to synch notes in the desktop with the notes in the Notebook app? I've been combing through the help topics and other forum entries and not finding anything. When I downloaded the android app I assumed there was integration with the desktop notes. Is that not the case? thanks.
Text formatting does not work (Notebook Mac)
The text formatting does not work at all. It seems, that the program loses the selection and therefore hitting bold, italic, etc. does not do anything.
For Each Loop only returns 1st result of List, not the whole list?
I have a custom function that collects event data from Google calendar using invokeURL. I want to create meetings in CRM from this URL response. The invokeURL response contains over 100 records and works perfectly (code line 2). Then I'm using a For Each
Delete Zoho Mail Account accidently from Admin panel
Is it possible to restore deleted email accounts with all data.
Batch Number on Packing Slip
When we send orders to our warehouse, we want to tell them the batch number to pull from the shelf. It seems we should be able to pick the batch when assembling the package. In the current Inventory, we have to create an invoice, pick batches for the invoice. This is too late. As a workaround, we are sending the invoice to the warehouse (via a template that removes most of the price information). This is cumbersome and causes our warehouse to see the total invoice price (which can't be removed
Saving URL for Submitted Forms
The unique URL for submitted forms should be saved automatically within 'System Fields'. (without sending a duplicate email to myself, there is no other way to retrieve the unique URL for a submitted form if the user wishes to update) Additionally, it
Response from a customer via web channel
Is it possible to ensure that a customer using the web channel can respond to an agent's question without creating a new thread but instead linking their response to the existing thread?
Venezuelan Bolivares missing from available currencies
My mother is ill and lives in Venezuela. I do her finances and insurance expences related to medical billing. Most receipts are in Venezuelan Bolivares. However I cannot find this currency. I am migrating from Expensify which conveniently has Bolivares
Using WhatsApp with your existing number
Hi. We want to use the WhatsApp functionality in Zoho Desk. We already have a WhatsApp business account. Is it possible to use your existing number instead of creating a new number?
Customize Section
I know it has to be in the themes somewere but where is it that you can change the divider color of a section?
Customer Feature Requests
Like Zoho, we're a software company that markets an SaaS product. We frequently get feature requests that come from the support system. My technicians have a responsibility to listen to our customer requests and add them. Right now the only way to do
the expected input type is jsonarray
I keep getting an error when creating a record in CRM via a Zoho Form. CRM has a pick list field "Type". All Form entries from this form will ALWAYS be "Volunteer", therefore we do not ask them what their Type is. I am trying to use Set Value to create
Cant add contact mail. cant find it
Hi, I am writing a new message and when I enter the contact address that is in my address book, zoho cannot find it. Previously there was no problem. I wrote the first two characters and it shows me all the contact.
Creating a text box background with round corners in Campaigns
Hello fellow Campaigns users, Is it possible to create a non-square text box? So with rounded off corners. Like the image that I added below. The shadow effect would be cool too, but I guess that would be more difficult (if possible). I suppose this can
Team can't view their created ticket through Followed Tickets
Hello Everyone, in our organization we are new to zoho desk we have multiple teams, and each team handles specific topics and tickets when one of them tries to create a ticket for another team and use followed tickets to view this ticket we get a message
Custom Module
I've created a custom module in Zoho Recruit for a separate list outside of qualified candidates. On the module, I use First name and Last Name in separate lines. On the top of the module and when I search a person, it only shows the first name at the
Edit specific job page on carreer site
Hey, I was wondering how I could change the layout of a specific job page? (when you go to the carreer website and then click on a job listed there). When I go to customization I can edit the carreer website but I seem to be only able to edit the first
CRM - Clearing a Subform
I seem incapable of working out subform functions without assistance. I've searched, but can't seem to find anything that works. I have a subform that gets filled in when a Zoho Sign document is completed but the fields don't match with the original field values held on CRM (I did have it automatically update, but some fields were being filled in with terrible data, so had to put a stop to it). There are 4 fields on the subform: Field Name Original Value New Value Update Update is automatically
Planning Sales visit to local lead, contacts
Hello, We have our leads and contacts in CRM. One sale is asking me how he can view all leads and contacts (ideally on a map) in a given area (city or country or "region") so he can plan visiting them. What can be done or need to be developed to have
Force Sync Contact/Account from CRM to Books
Hi all. This might not be a common issue to the large portion of the user base here, but for those who dabble and use CRM and Books integration, they know how painful it is that we have to wait for the 2-hour intervals for the records to sync; especially
ZOHO Nightmare
I am writing as a long-time Zoho user who has faced significant challenges implementing your platform for my business. As a New York-based real estate broker, I have invested over $10,000 and nearly two years trying to integrate Zoho CRM with my WordPress
Approval system in Books/expenses
Hi In Books Is there a way to do the following: 1) Submitter to know the balance in Budget/cashflow before sending the amount for approval? 2) Approver to know the same as 1 above? In Expenses, is the above possible?
attaching pdf to a bill using REST api
I'm trying to attach a pdf to a bill using REST and curl. The problem is the example in that section in the API reference document does not show how to actually submit the file. It only shows the headers used. I've been trying many variations of this
Custom fields for calls and an enhanced call creation form
Greetings, I hope you're all doing well. We're happy to announce a few recent enhancements we've made to Bigin's Calls module. We'll go over each one in detail. Enhanced call creation form in Bigin What is this enhancement about? This update includes
Customize user data collection with User Layouts
Users denote the people in your organization who work on agile projects using Zoho Sprints. You can add them to your workspace and associate them with required projects. Organizations have distinct requirements in collecting user data. Apart from the
Zoho Sites with GoDaddy DNS
We have a site hosted with www. in front that works perfectly well. The issue is with getting the TLD/naked DNS pointed to the www. while using GoDaddy dns. I have edited the DNS Forwarding entry in the domain so that the root example.com forwards to
How to present an Analytic on a CRM dashboard and filter it on loginuser id
How to present an Analytic on a CRM dashboard and filter it on loginuser id? I want to display an Analytics pivot table (as a widget) on a CRM dashboard and have the pivot filtered on the loginuser. I want additional user-filters available, such as date,
Why can't we associate a contact to mulitple accounts?
This simple feature has been for 14 years now... it's way past ridiculous. We don't want to add a multiple lookup field, we just want to add a second account to our contact. This way i'll go on Jonh Doe and see in the account field : Company 1 and Company
Delete Unactive Users form Directory
Hi, how to delete all unactive users ?
Manual Journal entry problem
Hi, all my manual Journal entries are not reflected in my general ledger. i have check to see if the entry were done correctly and everything is fine. Please help me
Changing Related Modules in a Report
Once a report is created, is it possible to add Related Modules? David Shalev | Chief Revenue Officer | 800 558 9130 davids@splitit.com | www.Splitit.com
Is there a way to limit/turn off unlimited Version History?
We save CAD files in our Zoho WorkDrive and while the files aren't very big themselves, whenever someone hits the save button in the CAD program it uploads another version of the file to the WorkDrive. This means files that are only a few MBs in size can actually be taking up 10s of GB in our WorkDrive if someone is saving frequently. Is there a way to limit the number of versions WorkDrive stores to save WorkDrive space?
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