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
Link an email message to a Potential
I am looking for a way to 1. Link specific emails to potentials using a subject line reference id that would be unique to that potential. Our loan origination platform allows us some functionality if we cc and email to a specific Email And that subject
Java SDK 7 giving error invalid token
Zoho CRM Java SDK 7 we are using to develop our application. But facing issues while creating basic class for creaitng record some or the other issue with token. with a valid access token also it would give as invalid token error. or else OAUTH_SCOPE_MISMATCH","message":"invalid
Recording different types of sales to different sales account
I saw that Zoho came with a Sales and Accounts Receivable account. I have domestic and international sales. Can i create a Domestic and International Sales and A/R accounts and have two types of invoices to record those sales so that they go to the appropriate
Introducing group by, aggregation, and repeating regions in mail merge templates
Display data exactly the way you want and highlight key insights with Zoho Writer's enhanced merge templates. We've supercharged Zoho Writer's merge templates with the capability to dynamically group, aggregate, and repeat data as blocks. You can now
Can you send e-mails through email templates in the Zoho Recruit API?
Hey, I am trying to integrate the Zoho Recruit API with an application I am developing but I am not sure if it is possible to send e-mails from Zoho Recruit using Email Templates through it. I checked out the Zoho Recruit API v2 documentation and there
How to classify dropdown field values?
In Deals we have the stage dropdown where every value can be classified in "open", "closed won", .. etc. How can we have that for custom modules? Long version for context: We have different stages for a custom module like "new record", "testing", "setup
zmdownload-accl.zoho.com infected with URL:Blacklist
When I try to download an email attachment my antivirus software (Avast Business Antivirus Pro) is blocking the connection and displays the following message: We've safely aborted connection on zmdownload-accl.zoho.com because it was infected with URL:Blacklist
Disable streams, yet again
If you google "disable zoho streams" there are a ton of hits. meaning NO ONE LIKES STREAMS. So we need a REAL way to disable this junk. or at the VERY LEAST not have that stupid streams tab pop up when i log into the web mail.
Zoho Sprints - Q3 Updates for 2024
The updates for the third quarter of 2024 are out. A few new features and enhancements have been rolled out to improve user experience and product capabilities. The following are the updates: Objectives and key results (OKR) measurement Custom rollup
Zoho Projects iOS app update
In the most recent Zoho Projects iOS app update, we have supported the milestone owner field layout customization within the milestone add/edit form. Now, you can add a milestone without assigning it to an owner if the owner field is set as non-mandatory.
Zoho Sign - dropdown fields not showing Zoho Flow
I have a Zoho Sign application form that I pre-fill via Zoho Flow, following a telephone call. The signer can change the information in the pre-filled fields, if there are errors. The sign template has a number of fields - some text and some dropdown.
how to get construct URL from a photo uploaded in photo field using function?
I need to make a function that can be used in workflow rules. when a photo is uploaded in a field (image upload field) then I need to get a string URL of that photo and assign the string to a new text field. I need to make something like this, because
How to print a project plan?
I am often asked to provide a project plan by customers, which I would like to be able to print to a PDF. How do you all print out a project plan with the task lists and tasks? Export to Excel is not useful. It seems in the past there was something rudimentary
Automatically attaching Lookup fields
Hello, So, I am trying to automate the attachments of lookup fields depending on the program that the contact is assigned too. There are 3 possible options for programs and then each program has multiple faculty that it needs to link too. So I need them
[Free Webinar] Creator Tech Connect Series - Domains, controls, and security in Zoho Creator using Zoho Directory
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Create data sharing rules to share related module records based on parameters of the module
Hi, How can we change the invoice's owner? I've only one invoice which have been created by my admin account, and it is the only my users can't see into the Zoho CRM ( with Zoho Finances integration). The only difference i can see is the owner. Thanks
Script/Function/Other solution for dynamic scroll down list - administration info Poland
Dear Masters of ZOHO It is again me. 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. Task is quite a complex but as I have seen it online also very common.
How to show Salaries paid from Zoho Payroll in Expense details oh Zoho books
Hi, I am a beginner and been using Zoho books and payroll. I observed, paying employees from payroll will record the individau entries as expected in banking. Also this amount is shown in Expense Category report. But when we check Report Expense Details,
Zoho books: create invoice contact persons issue
Hello, I am using make.com to create an automation for creating invoices. I'm using create invoice module but getting this error for Contact Persons fields "Invalid URL Passed". What is the issue? Any help would be appreciated.
Why is the File Upload field limited to 5?
I am trying to set something up where my customers can upload the files required for onboarding them via Zoho Forms, but I discover that I am limited to 5 fields. Our customers need to upload around 10 different documents, each of which I would like to
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