Warehouses!!!
I have Zoho Books Premium, allowing me 1 warehouse only, why on earth I need to subscribe to Zoho Inventory Professional plan for ~950 USD just to get another warehouse!!!!!!! OR.. to subscribe to Standard plan for ~350 USD and buy 1 warehouse for 90
Subforms are great but... not available on mobile devices & other issues
Subforms are a great addition however there are some major issues with them. 1. They do not show on the mobile app. We have a team of sales people who can't access... causes big issues. 2. You can't filter by items on a subform. EG: Contacts with a subform of courses. I'd like to view all contacts and filter by a course name. Not possible. 3. Relating one subform to another subform and syncing is very difficult. It can be done when adding a subform row but unknown if it can be done when removing
Zoho text editor sucks.
I've been in charge of managing and maintaining all Zoho products across all departments in our organization and everything for the most part is fine but one thing I can't stand is the text editor. Everytime I try to edit text, I get weird glitches and
Discourse integration with Zoho Desk
Hi, We want two-way integration between Discourse forum with Zoho Desk, Any topic created on the forum will create a corresponding ticket on Zoho Desk. Any subsequent posts on the forum should appear as a customer reply on the same Zoho Desk ticket. Any
Creating and working with reports - Knowledge Base
Hi ZOHO Teams Here is missing an article I think. Knowledge Base CRM Analytics and Dashboards Reports Create/Edit reports Ropic: Creating and working with reports Regards, Kochnik
Preserve metadata info of images
Hi everyone, is there a way to preserve metadata info of an image taken or uploaded to an image field?
Is it possible to add a note on a record in the Quotes Module directy from Cliq?
I know Zoho Cliq allow us to add notes to the existing records in Leads, Accounts, and Contacts module directly from the Cliq chat or channel by clicking on the More icon. But is it possible to add a note on a record in the Quotes Module? If yes, how
Test for people joining Zoho meeting
Is there a way for people who will be joining a Zoho meeting in the future, able to go in ahead of time to test that there microphone, camera, screen sharing etc is working? Spending so much time trying to help people with these issues in a meeting, would
Remove currency sign from fields
Hey, how are you? I'm new managing zoho desk, and I'm trying to remove the currency sign from their field. Do you know if it's possible? Because I'm not finding any option to let me do this. Thanks!
Zoho meeting API Integration
While calling Authorization Grant api for code, we got as invalid auth scope error. We are using the below link to get code https://accounts.zoho.in/oauth/v2/auth?response_type=code&client_id=1000.CF3633Y1FKCSAGRXSZE7M210RUKVVP&scope=ZohoMeeting.mee
CRM Canvas detail view now includes tasks, calls, meetings, services, and appointments!
We're excited to introduce the latest update for Zoho CRM—Canvas! With Canvas, you now have the power to personalize how you view and interact with your CRM data. Whether you're customizing record detail pages, list views, or redesigning how you collect
Champ texte disponible sur Firefox mais pas sur Chrome
Bonjour, Dans mon application Creator, j'ai ajouté un blueprint me permettant de changer le statut d'un ticket, lors de ce changement, on peut ajouter un message personnalisé qui sera envoyé par mail à la personne ayant ouvert le ticket. Or, cette option
Zoho CRM Joined Report is limited to 2000 rows
Exporting a Joined report is limited to 2000 rows. How do i export if I have more than the limit?
Major Confidentiality and Data Management Issues in Zoho Recruit Client Portal
Hello everyone, We've encountered some significant security and functionality concerns with Zoho Recruit's Client Portal, specifically due to its reliance on the Candidate module rather than the Application module. Here's a summary of the issues we've
Variable in a link in a email doesn't fully work
Hi, I want to use the {{signInEventLink}} variable inside an email (since it’s a template we copy twice a week and the link changes every time). I want to embed the link in the text like this: Sign in to change you ticket. However, if I add the variable
Webform
Hello Zoho developers 💻 I just went through the Webforms functionality in Zoho CRM. 🔹Webforms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data
How to delete collectors?
Hi Collectors in surveys are useful and I knwo how to create and use them. But how can I delete a collector from a survey that for instance was created by mistake no longer necessary cause it's a remainder of an old survey I used to create a new one Thanks for claryfying
Create an alias for multiple users
Hi there, You've been of great help for all my issues so far. And I'm grateful for that. I hope you can help me with one more issue. I want to create an alias for more than one user. The reason for this is so that multiple users can see, reply to and store incoming and outgoing messages to that alias in such a way that all actions made by one of the users can be seen by all the users of that alias. Is this possible? Thank you! Kind regards, Hashim
Generate Revision Number in Format 1.0.3
Hi all, I am trying to implement an automatic version number for our management system, so when we make a change, it will go from 1.0.3 -> 1.0.4 and so forth. Can anyone help me with this, please? Many thanks Nick
Join our free webinar! Stay ahead of email threats with Zoho Mail in Zoho One
Hello, Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, "From Detection to Protection: Stay Ahead of Threats in Zoho Mail within Zoho One!" Email threats are everywhere — phishing, malware, spam — you name it! But don’t worry;
Bilder der Formen | Kontakte exportieren
In den Firmen haben wir Logos (Bild) und bei den Kontakten Fotos (Bild) je Datensatz hinterlegt. Wenn wir die Datensätze exportieren wollen, dann werden die Bilder nicht mit exportiert. Bei Artikeln ist es ebenso. Wir exportiert man die CRM-Daten mit
Best Power Dialer for Zoho?
We’ve been using Power Dialer AI with Pipedrive for a while now, and honestly, it’s been a great tool for us. The integration is seamless, call logs are automatically synced, and it helps us stay on top of follow-ups. The analytics and efficiency have
Pulling subject name from deals to custom module
Hi there, i want to pull the subject name from deals to another module which is a custom module so that i dont need to type out the subject name everytime i create the delivery order in deals module. This is the picture of inside the deal module, before
Error migrating from CRM Plus to Zoho One
Hola, resulta que migré mi cuenta de CRM Plus a Zoho One en la misma licencia administrativa, y cuando revisé lo que son CRM, Desk y Sales, IQ están con otra organización, no migro, por ejemplo entro a CRM y puedo ver las dos organizaciones una con una
Custom fields for Bugs module - Zoho Projects iOS app update
In the latest version(v3.8.11) of the Zoho Projects mobile app we have covered the following features: 1. Supported all the custom fields of the Bugs module. 2. We have now added the project’s name next to items(Tasks, Issues, Milestones and Events) within
Zoho Social - TikTok Image Carousel Support
Hi Is Zoho Social planning to add support for Image Carousel for publishing to Tik Tok Business Profile? It seems ContentStudio.io supports it already: https://contentstudio . io/blog/schedule-tiktok-image-carousel At the moment, we can only upload videos
Target lines missing on CRM dashboards
Since the 1st of October the target lines have disappeared from our charts on dashboards. We are using "Target Meter: Multiple Bar". Is this a bug that has been introduced in an update?
Branching codes for updates/revision before going live again
Hello Zoho Flow and Deluge team, Currently, there is no way to create a branch of the existing code and having to copy existing code is creating many custom functions littering and making finding a custom function and especially finding the correct custom
Assignment Rules not triggered for Leads from Zoho Social
I have Configured few assignment rules in Zoho CRM. However it is not getting triggered for the leads that is getting synced from zoho Social lead forms(Facebook ad Leads). Need to understand if assignment rules will be applied on Leads from Zoho social
How to auto fill fields based on look up field
Hi there, I want to make it so, based on the vendor name, the vendor details will be updated. Using client script ideally as i want the user to be able to check the vendor details in the creation page
Automatic import from ini file
Hi, kind a tricky question today. Our client send as record via email stored in a text file (.ini). As per today, we open that file, copy and paste in a ocr field and then processed with a workflow to store info in zoho creator fields. Is there a more
Set workload limits in CRM with Assignment Threshold
Hello folks, You've witnessed the real-life struggles sales teams face when they're overloaded with tasks. These struggles usually involve: Account executives juggling multiple clients Sales managers struggling to allocate resources effectively Sales
October working days not showing correctly using the Business_Days function
I tried to get the business days for October but I am getting 22 days instead of 23 days. there should be no holidays for this month. Am I doing something wrong?
Failed to send test email. Please try again later.
For the last two days, all the emails we want to test before sending are giving us this "Failed to send test email. Please try again later." error message. How can this be fixed?
Working with Zoho IDs in Sheets - Eliminate Scientific Notation
When exporting a data table to Sheets from Analytics, it seems the 18-digit Zoho record ID values get screwed up going back and forth from scientific notation. Actual ID value from Analytics: 586138000007735001 Comes to Zoho Sheets as: 5.86138000007735E17
Connected Applications
Hi, Can you please let me know if "Dialpad Prod" in my Connected Apps is functional? Where can i get to see the details of Connected Apps
Creating a Related Record via Deluge
Hi, I am currently trying to write a Deluge Function that automatically links a record from the Contacts Module to a record on our custom Faculty module. To be clear, these two things are not linked at first, but we hope that this deluge function does
Email Template Builder: Cannot Change Color Of Bullets Or Numbers
Just wanted to share a bug I found in the Email Template editor: if you use a bullet list or a numbered list, the color of the numbers or the bullets does not change when you change the text color. It's particularly painful when you use a dark background
Script for phone check up and mask for presentation
Dear Master of ZOHO I ma completely new in scripts of ZOHO. Basics of programming I am familiar with but I can not solve it through web research and my skills today. Field info Field label: Telefon komórkowy API name: Mobile Field type: Phone (if the
Disable entering a value that does not exist in the picklist
When searching for picklist values with “is” and “isn't”, it is possible to specify values that do not exist. See “1-1.png” and “1-2.png”. It is also very confusing because the non-existent value I am typing is displayed as if it were a search result.
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