Subform fields showing in pre-made templates, but not in custom HTML templates.
I am attempting to get subform field information to show up in my custom templates, but the fields are not showing. The other day I created a template based on the Zoho basic pre-made template and the subform fields were showing information. My question
Special charakters in domain
Hello, I am trying to set up my domain (šimas.lt), however I get error saying “enter a valid domain”, when I try to add it as xn--imas-f6a.lt, I get error saying I can just type it regularly, and it just changes to šimas.lt again. The domain is valid,
i cant recieve any email to zohomail
i cant recieve any email to zohomail
i cant recieve any email to zohomail
Hello, i cant recieve any email to zohomail but i can sent email from zoho, i have checked the MX recordes and everything looks correct, could you check this probleme please
Images visible in template, NOT visible once sent, visible to SOME email recipients, but NOT gmail recipients.
Hi support, dear Sir or Madam, Images sometimes visible, sometimes not there. When I send an email with pictures in it, the pictures are visible in my template and while I compose my letter, I change the addressee and add a few words. The pictures are
Can I use Zoho webmail to access other accounts from other email provides like Hotmail or Gmail?
I see no way of adding other accounts. Using Google Chrome on Win10. Normally there would be a section in Mail Accounts where it says ADD. And you would see what accounts you already have, like your Zoho account. More and more webmail providers are offering
Sharing reports via Cliq
Hi Team, I wanted to share my reports which I created in Zoho Analytics to specific groups in Zoho Cliq. How can I enable this feature? FYI: I couldn't find the Cliq Integration in Zoho Analytics Settings.
change onwer of untouched leads in zoho crm
Hi Team, If a lead is created and after 24 hours lead is untouched by Lead owner then the lead owner is assigned a different Owner. I find the Solution to this Question. So I want to share this with all of you. I have created a workflow rule for this.
INVOICE PAST DATE
there are invoices made manually in the past, I need to create these invoices on Zoho with a past date to adjust my reports, But i can’t save invoice because of past date i put, can i have a solution?
Zoho CRM integrated Commissions Calculator Module
Dear Zoho CRM Team, I'm writing to propose a new feature for Zoho CRM: an integrated Commissions Calculator Module. This module would revolutionize the way sales commissions are calculated and managed within the CRM platform, eliminating the need for
multi-level commission
We are currently checking whether we will use Zoho in the future and are testing the functions in this regard. A commission system is particularly important to me. The following scenario: We sell products and have several commission parties. Party 1 recruits
Power of Automation :: Automatically sync the Timesheets with Zoho Creator
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. Lets consider the below use case
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
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