Pointing at fiels salutations, being part of 'First Name'
Using formula fields I would like to get the following output based on the value of Salutation of 'First Name'. The field 'First Name' seems to have two vales, the salutation (Mr, Ms, Dr., ...) and the actual string first name. Please see attached file.
Zoho Books & Zoho CRM integration - Automatically create estimates in books for specific quotations in zoho CRM
Hi there, at my organisation we are struggling with the amount of estimates being created by sales people, and we would like only specific ones to be created (those that are progressing to be invoices .... etc). We are on a Zoho One subscription, so I
My Jobs Module
Is it possible to customize fields to show within the My Jobs Module?
Possible to clone Deals module/restrict visibility of Deals records belonging to a certain pipeline?
I am looking into using the Deals functionality for my business needs and can see how it could be used, but my stakeholders have a requirement that the Deals records from a certain pipeline should only be visible to certain departments in the organisation.
Community Digest Septiembre 2024 - Todas las novedades en Español Zoho Community
¡Hola, Español Zoho Community! Ya estamos en el tramo final de año, pero seguimos con las mismas ganas de interactuar con todos vosotros en este foro, ¡y en los eventos! Vamos a echar un vistazo a lo que ha ocurrido en las últimas semanas y a lo que tenemos
Zoho CRM For Everyone (CRM4E): ¿Qué es y cómo usarlo en tu negocio?
¡Hola, Español Zoho Community! Hoy queremos hablaros sobre una de las novedades de Zoho CRM más interesantes: Zoho CRM for Everyone. Este lanzamiento entrega a cada equipo de las empresas un espacio propio para contribuir activamente, ya que permite a
Add Built-in Option to Open a Zoho Desk Ticket via Workflow in Zoho CRM
Dear Zoho Team, I hope you're doing well. We would like to request an enhancement to the Workflow functionality in Zoho CRM. Currently, the only way to open a Zoho Desk ticket from a CRM workflow is by using a custom function. However, opening Desk tickets
How can I access the extra properties for "Formula field"
This is a formula field property image. Here, you can see properties like 'Field Type' and 'Display Format in Report.' How can I access this? Is there a way to do so? My question is: Do I need to enable these properties?
On User Input - Display Image in Subform
Hello All, I am creating a Form for Creating multiple product orders I need assistance in displaying the Image of the Product on Lookup Input of Product Name Field
Zoho CRM Custom Fields and the API not showing - Using make.com etc
Hi, I've successfully connected fillout.com (a form tool) with Zoho CRM using make.com and can insert leads into the default standard fields. However, my custom fields in leads aren't showing up on make.com. Upon research, I found "external fields" that
Error in adding voice note in Zoho CRm task - Mobile version
Dear Zoho team I am facing a big challenge in adding the voice note in a Zoho CRM task . Meanwhile all the past voice and image attachments has been vanished . Kindly request your support to retrieve the data and also to also to solve the issue facing
Microsoft Outlook add-in for Zoho CRM
Hi All, We're looking at an easier way to add emails into Zoho. From what I've read, there doesn't seem to be another option other than to use the Microsoft Outlook add-in. We have 100's+ of emails a day that need to be added into various File/Deals.
Showing Closed Activities from one Module to another via lookup fields
Quick question: Currently in ZohoCRM if you have a closed call/ activity on a Deals record, it shows on both the account/ the contact record as well. If I have a custom module (in this case partners) which has a lookup field for accounts, is there a way
Introducing custom fields, formula fields and conditional fields in Zoho Sign
Hello everyone, We're happy to introduce custom fields, formula fields, and conditional fields to help you build smart signature workflows. As a sender, you now have the flexibility to configure added automation, allowing you to tailor documents with
Sub-items status changing with story
I'm trying to use Zoho Sprints for scrum. I want the stories to have the following statuses: To Do, Ready, Done and the stories sub-items (Tasks) to go To Do, In progress, For Review and Done. My Kanban board should have the following columns: To Do,
Weird font inconsistency when scrolling through notes (Noto Sans)
So this seems to only happen if you select the Noto Sans font, and it's a desktop issue. If Noto Sans is your selected font, for some reason all the fonts in the notes as you scroll are a weird serif font when my chosen font is not serif. Hope this gets
Gantt Chart Colors
Hi, my team really would like to stick with Zoho Projects but one of the simplest yet more annoying functions that should be able to be selected by a project team or individual are the gantt chart colors (legend). Right now, the colors are blue shades for tasks and orange shades for subtasks. My team leads really want to have these changed to their specifications since it's hard to determine things at a glance. When can this feature be available?
Client portal
Hello, I would like create a client portal where client can access easily: zoho desk zoho books zoho salesiq zoho sign How can create it?
How do I personalize the salutation?
How do I personalize the salutation?
Stop email to customer after auto close
We have a time based action setup, where if the customer has not responded to our email within 14 days, then it auto closes - see below: Ticket was updated through a Time-based Action Rule NameInactive for 14 days tickets Assignment NameMove to closed
Problems accessing the ID of a Desk contact
I am doing an API integration and I am looking for a contact via email. That works for me and I save it in a variable called "getContact" I receive the JSON of the contact I searched for and I try to extract the ID of that contact. However, it gives me
Zoho Desk API: set timeEntry.invoiceId = "" (null) [remove connection between ticket timeentry and books invoice]
Hi all, I would like to link time entries with invoices in Books via API. In doing so, I made a wrong connection, unfortunately I can no longer remove the InvoiceId! Very bad. :( How can I remove the link? Please help me, many thanks in advance! Deluge:
CRM and Desk integration in Mobile App
Team, can you tell us when the CRM and Desk integration will be supported in Mobile App (Android and iOS)? Is this already in the cards or yet to be designed & implemented?
Adding Gemini AI as a Link in Zoho CRM
I use Links to search on Google for additional contact/company information. The links are able to automatically add company/contact details which makes it quick and easy when searching for additional background information. What code would I need to put
Trying to get the pdf of a form record on button click in a deluge script
I'm trying to send a notification on whatsapp of the pdf version of a form record, for this I need to generate the pdf of a record using a record template in deluge, so i can pass it on to the API to push whatsapp notification. What is the way to do
How can I get the Image or File URL from Zoho Creator to insert into another application?
I've tried retrieving the image URL from my Zoho Creator application to insert it into another application. However, I'm facing issues as the proper image URL isn't being obtained. The same problem occurs with file uploads. I can upload a downloaded image
Date format changed when appended to list
Hi, I have a dropdown list whose choices depend on user input of another field. The following code works fine. However, in our original data, the date format is dd-MMM-yyyy, but when the following code runs, the items in the list become yyyy-MM-dd. Clear
External Link in iOS shows Download Workdrive
I have an external link that I show in my app. When it loads it shows the "Download Zoho Workdrive" at the top of the screen. Any way to make this not happen?
Zoho <-> D-Tools integration
Does anyone here use D-Tools SI software? If so, I'm looking to see if anyone has an account of how the paid integration between Zoho and D-Tools works. Looking at moving away from our current setup with QBO and D-Tools as the primary and replacing that
Feature request: mathematical notation in notebook
Hello. I hope everyone reading this is having a great day. I wanted to suggest a feature that would make zoho notebook so much better. The ability to add mathematical notation in zoho notebook. I already love using this notebook software and I use it
My LinkedIn Company Page isn't showing up to connect
I am a social media manager for a company and I'm trying to connect our Company LinkedIn page here. However, our page is not showing up when I try to connect. Is this because I am only a "Content Admin" and not a "Super Admin?"
Law Firm Using Trust Accounts and Transaction Fees
I am working with a law firm who may potentially subscribe to Zoho One. The main concern is the use of Zoho Books and processing retainer fees from clients. The EXACT amount of the retainer needs to be deposited into a trust account. For example. If someone
Enhancement available now! Edit, Filter, Sort and more in CRM for Everyone's Subforms Details Page
Happy Friday from Enterprise Support! Subforms let you link multiple line items to a single record, making data organization simpler. For instance, a sales order subform can display products, quantities, amounts, and other details in one place. Picture
Unable to update Account record
I am making a call to https://www.zohoapis.com/crm/v7/Accounts/${account_id} using Axio Put. The payload I am sending it is in the correct form as per the docs: { data: [ Account_Name: 'Test Name' ] }. However, I continually get a Bad Request error (status
How to turn off Glance in Motorola G13 without messing up other settings?
Hey everyone, I recently got a Motorola G13 and I'm trying to disable the Glance screen feature (the one that shows notifications when the screen is off). I've looked through the settings but want to make sure I turn it off without accidentally changing
[Resolved] Service Alert: Messaging Slowness in SalesIQ (IN DC)
The issue is been resolved now and all the operations function as normal. We are currently experiencing slowness in messaging operations within SalesIQ, starting from October 21st, 10:05 AM (IN DC). We apologize for any inconvenience this may have caused.
Transitioning from application analytics to product analytics
Dear Apptics Community, We started by building a mobile application tool that supported native mobile applications. Later expanded and evolved into Zoho Apptics, an application analytics solution that supports both native and cross-platform applications.
Feeds Notifications Won't Go Away Unless Clicked On Individually
Unlike Sales Signals on the notification icon, Feeds notifications when a record is updated have to be clicked on individually to lose the badge notification. Is there any way to change this setting so you don't have to open each one for the badge icon
Zoho CRM File upload fail
Hi, CRM is failing to upload any new attachments. We recently ran out of available file storage and I understand this blocked us from uploading more attachments. But we have since gone through and manually deleted a chunk of old attachments and could
Comments about Zoho CRM after one year of use
Our organization has been using Zoho CRM for about a year now. We took our time up front to develop the user screens, establish best practices and customize the implementation to fit our work practices. When we were researching CRM providers we also considered Salesforce.com, Highrise, and Landslide for SaaS solutions as well as Goldmine and Microsoft CRM for non-hosted solutions.. We felt that Zoho CRM was by far the best value solution for our needs. Here are some of my observations about our experience
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