Upload data base to CRM - unique identification
Dear ZOHO Masters I have a database where unique identification is my own field - in companies database and in my excel. How can I add this ID to the unique parameters so it would appear in upload option for update data differentior. Thank you very much
How can I create new themes in Backstage
How can I create new themes in Backstage? We want to show different variety of events that host and find themes to be very limiting. Thanks
Limit of Warehouses in Zoho Inventory
Hi i have a problem with the number limits of Warehouses in Zoho Inventory. I need create 15 warehouses but the limit is 10. Its a problem because the business have much points of storage and this number can be more or less in future. How i can configure to have more warehouses? I using the paid version of zoho one. thanks
Deluge Issue
Hi Zoho, I am not sure if zoho change something for deluge. Now when I am trying to get User information, it will return me null.
how to get more than 2000 records using COQL?
I am using this query below to get the first 2000 records using COQL: SELECT Deal_Name, id from Deals WHERE Created_Time between '2024-08-06T00:00:00+07:00' and '2024-10-07T23:59:59+07:00'LIMIT 2000 I send request using this code var data = { 'select_query':
Set up multiple auto-response rules to customize webform responses in an enhanced UI
Hello everyone, Businesses rely on webforms to capture potential leads, but manual follow-ups to every submitted request can be time-consuming and result in missed opportunities. For this purpose, we've created auto-response rule functionality that you
Email template character limit issue. Zoho Template Editor creates a lot of redundant code
Hi I created a Leads Email Template with the new Zoho template tool for my Leads, since you offer NO WAY to clone the same template to use with Contacts I had to copy the HTML code at the Send email window from one of my Test leads. So, I copied that
Several Questions regarding files, permissions, reminders and more.
Hello, I would appreciate your help on several issues. 1. We have our own forms that we need employees to fill out and sign. I saw that there is an option to only create a form, sign only or confirm/reject that you have read the form. How can you make
zoho books trying to integrate with azure synapses
Hi, I facing the error when i try to integrate zoho books with azure Synapses . I provide all the client id , client secret and oauth 2.0 token but still i am facing the http error . the error is "ERROR [HY000] [Microsoft][Zoho] (50) Error with HTTP request,
Zoho Sign: Product updates - Mid - 2024
Hello, everyone! We've crossed the halfway point in 2024, and here's what Zoho Sign has been up to lately. We've been part of several Zoho User Groups, and we've started creating video content for our developers. Along with this, we have once again been
Zoho Mail and Mailjet
I use Mailjet to send my newsletter emails and these are sent normally to all sides except my corporate emails (which I manage with Zoho Mail) I contacted Mailjet to know the reason for this and they told me that I had to add domain and mail to Zoho's white list so I can receive them, I did it and it did not work. I'm here to know that I have to enable in zoho mail to receive my emails sent by Mailjet through my domain that is the same as that of my emails. Before using Mailjet could receive my emails
Sign-up form is now available for CRM portals
Hello everyone! We are happy to announce the sign-up form for portal users. Until now, portal users had to be invited from Zoho CRM, but with this enhancement, users themselves can create an account in an organization's portal via the portal form. The
How to map a contact from CRM to an "integrated field" in Projects with a function?
Hi! I have CRM and Projects integrated, and a function that creates a project automatically when a deal is modified in CRM. The function maps several fields from the CRM to Projects. I was wondering how to map the contact related to the Deal to an "integrated
Custom Return Path | Permanent failure :invalid-sender
Dear community, I configured the customer return path by adding the CNAME for "zcmp" in my domain (CloudFlare, proxy mode disabled). The campains UI marked the configuration as valid/checked and I moved on to prepare an email campain. From the last campain
Enhanced Timesheet Approval
I'm working with a client who uses Zoho People and they're having a problem where staff have submitted timesheets for approval but the manager notices that the time is logged to the wrong project. There is no way for the manager to correct this once the
Multiple Users assigned to a deal?
How can I assign more than one user to a deal? Right now i see a drop down to select just on.
Report access on portal for page only, not sub-menu
Is it possible to give access on the portal to a report on a page only (dashboard) and not in the sub menus ? Having the sub-menu is redundent and useless for me, and it might confuse my customers. I triied many things on the portal permission setup,
Kanban view for tasks?
Hi there I'm a Zoho One customer and want to know if there is a way in ZohoCRM or other Zoho apps to do the following: 1. Create progression/stage boards like in trello 2. Be able to list it as contract sent - client signed up - Case reviewed - documents shared - case finished and then put customers into either stage depending on how they are progressing 3. Within the tile for each customer within stage I would like to be able to have a note added i.e. Case reviewed but concerns about ABC or other
Upcoming Domain Change for the Hosted Payment Pages
The hosted payment pages' default domain will be changed from billing.zoho.com/hostedpages to billing.zohosecure.com/hostedpages for API users and billing.zohosecure.com/subscribe for public pages respectively. Starting from 21st October, your customers
Find out which column was updated in a Zoho Sheet
I would like to set up a trigger when any column is updated in my Zoho sheet. I can easily enough determine which row was updated, but is there a way to know which column was updated. My plan would then be to build a map that would drive some behavior
PDF Options
Good morning, We have a form that our field staff uses to report on equipment they inspect. We have this form sending a PDF copy of the entries, but sometimes there are fields on the form that are not used due to being a different equipment type. Is there
Data Is GONE !
ust a few minutes ago I've logged in to my Zoho CRM account and all my data has disappeared from a form (Nickname "Sphera Passag Posto"). My account IS NOT a free account. Please check !!!!!!!!
メールテンプレートが反映できない
定型的な連絡のため、「見込み客」でのメールテンプレートを作成しましたが、 メール送信時にテンプレートは選択できるものの、件名・本文に反映しません。 （「請求書」タブからのメール送信では、別のテンプレートですが反映します） 改善方法をご存知の方がいらっしゃいましたら教えて頂きたいです。
Compressed notifications create more work make them useless / Notificações compactadas criam mais trabalho e as tornam inúteis
Not fit for purpose. / Não é adequado para o propósito. The problem is that the most important notification @MENTION ... is now lost in a tier that you have to click on each one to see if you were mentioned. This should be a priority notification and
Missing Footer
I no longer have access to the footer. Since last week, my footer has completely disappeared. It is therefore impossible for me to find it and personalize it in the site builder.
Reduce size of chat widget on mobile devices?
We want to trigger an auto-message when the user is on our pricing page for more than 10 seconds. This works absolutely fine on desktop devices, but is very irritating on mobile devices, because the chat window is too huge. If the user is reading something
Add Hyperlink Functionality in Zoho Desk Email Template Editor
Dear Zoho Team, We would like to propose an enhancement to the Zoho Desk email template editor to allow the inclusion of hyperlinks directly within the email templates used for ticket replies. Current Situation: Currently, when creating an email template
Picklist & overdue color coding on Tasks Module
Hello, Requesting the Tasks module have color coding for picklist fields. Also requesting if there can be an option where overdue due dates can be highlighted in RED. Requesting this for Kanban, Listview, and Detail view of Tasks. See example on Kanban
Is there any way to use ALT codes when working with zoho writer?
When I try to enter ALT codes, for example ALT + 160 cannot be entered. Is there any way to use alt codes in zoho writer? It is repulsive to keep flipping from tab to tab to just copy the accented letters I want and paste them into my document. It would
Zoho Developer Community Monthly Digest - September 2024
Hello everyone, This month's Developer Digest is packed with resources to help you build powerful applications. Learn how to leverage Zoho CRM's new features, explore the latest in Zoho Finance and Catalyst, and join exciting bootcamps, webinars, and
Related Records Max Limit?
Hi, quick question. let's say i have the leads module and contacts module, and they relate to one another in that I can link records between each module. what is the maximum number of leads can i assign to an individual contact? or vice versa, what is
Can notifications occur without having to update/create a record?
Is there a way to notify a user that their task is due or past due without having to update it? It should be date-driven. Right now, I have to update the task for it to work.
Adding Tag using Deluge script in Zoho CRM leads
Hello Team, I am trying to add a Duplicate TAG to the lead on Email or phone search, it is working well but it removes the existing Tags and just updates the DUPLICATE tag. Please help. leadRecord = zoho.crm.getRecordById("Leads",leadId); email = leadRecord.get("Email");
How to Duplicate a Merge Template in Zoho Writer (or Workdrive)
Hi. I uploaded a document to Zoho Writer and created a merge template from it. The merge template shows up in the "My Templates" folder when I go to writer.zoho.com. I want to duplicate the template. Unfortunately, I tried right-clicking on the file icon
Calls are overwriting fields information
I have this problem : when a customer calls the service line tracked by Call Tracking Metrics, the existing lead information is updated. How can I prevent certain fields in the lead record from being overwritten, regardless of the source (e.g., phone
How to obtain data about outbound emails for Leads in Zoho Analytics
Hello! I'd like to monitor Sales persons activities regarding to Leads (to check if sales persons make any activities with Leads) in Zoho CRM. So I'd like to create report in Zoho Analytic and check how many emails were sent to clients by Sales persons
Send an Email Template from Different Email Address
I have a number of different emails that I want to use to help with allocation of Tasks. When I create a Form and a Customer responds, I then use certain email templates to respond. Options I have to respond could be noreply@ admin@ just as examples.
Cannot Change TeamInbox Send From Name
I have setup a sender address correctly including with smtp relay. When I send from that address inside of teaminbox my own personal name still appears as the sender in the inbox to the receiver. It does come from the sender email address setup in teaminbox
How to add previous due automatically?
i want to add my previous invoice due of a particular customer automatically to the new invoice. i want to show something like that: %InvoiceTotal% (current invoice's total) %PreviousBalance% (customer's outstanding balance due from previous invoice)
Can you view who "opened" Zoho CRM Cadences?
Hi there! I know there is a way to track how many people opened the email you send through Zoho CRM sequences, but is there any way to track who opened the emails that you sent. I've tried viewing statistics through the specific email, as well as "show
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