Contact lookup
Hello I created a custom Module in ZOHO CRM with a lookup field for Accounts and lookup field for a contact On Mobile app it's like impossible to select the contact on the selected Account. In other words: you see ALL the contacts in the CRM and not just
Remove the Currency label in Zoho Books emails
Hi, my emails to clients currently have a large currency label prior to the invoice total amount (e.g. USD or NZD or AUD) which I'd like to remove and just use a $ sign. How can I do this? It's unnecessary for me to have a currency label in invoices and emails as only deal with one currency.
Customer Alert Status
Can the system send a notice to the customer when the ticket is moved to a different status? Thanks Rudy
How can i convert my site on Zoho Platform
What is the processdure to convert my site to zoho i have https://tattoorecover.com/ website. can anyone help me please it is really important for me help me.
Announcement: Deprecation of Certain Feeds Capabilities in Zoho CRM
Hello Enterprise Community, We hope you're all doing well. We would like to inform you about some upcoming changes to Feeds in Zoho CRM. As part of our ongoing effort to enhance the user experience and streamline functionalities, certain capabilities
i cant find my spreadsheet data
i cant find my spreadsheet data on zofo sheet
Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts"
I'm getting the following error message "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts" My username is gabe_emb and the email that has been blocked is gabe@emerchantbroker.com.
Can't use any other mail client than Zoho App on android
Hi, I can't access to my mail box on zoho any other way than with the android app (or of course the web client). I already disabled the multi-passage security and I have veridied that it is disabled, in fact if I log in with a new browser I can access
Deletet user now i cant use the E-mail
HI. I deleted a User with a support email. Now I want to add this e-mail to may mailbox setting/Alias Addresses. When I try to do it i get this error Email alias already exists. is the e-ail not deleted properly?
Share with External link, where does the "requested user data" go?
Hi, So I'm sharing a file via external link to clients and saw the option to request data from the person before accessing it, that'd be very useful as I can follow-up with the people. However, it doesn't mention where that data is collected and if I
External users - how, how much, etc.- please reply quickly, been waiting for support for days :(
Hi, First off, I did contact support days ago and have had no reply at all so I could do with a quick reply please. We are working with a marketing agency. How can I add them as external users to our Zoho One apps? What apps let us do this (we need at
My public IP address is displayed in "Show Original"
Greetings! I wanted to make sure that recipient of my emails wouldn't be able to see my IP address, so I sent an email to my account in another mail service and found that IP was perfectly visible and titled by "Received: from...". Is it possible to do
Email Data Migration - fundamentals - users passwords?
I am trying to migrate my small company's dependency on a cpanel-type solution to diverse hosting services... I am migrating just emails to Zoho. I have already created the user accounts in Zoho that match with my user accounts on source provider. I believe
Tracking Inventory without recording sales to individual customers
Hi! Instead of tracking sales to individual customers, I would like to make a single entry at the end of the day that records the sales of all the items. I am more interested in tracking the inventory and the overall PNL rather than billing each customer
How can we assign the "Revoke Blueprint" permission to agents?
There isn't an option on the "Permissions" list for this function. How can we assign this permission to particular agents?
Average Leads Created per month/year/quarter
HI, I have recently integrated Zoho CRM with Zoho Reports for Advance Analytics. I created a report for Leads that shows me Leads created per week in a month say Week1: 10 Week2: 20 Week3: 30 Week4: 40 It shows the grand total i.e. 100 Now I also need
Contact card customization
Dear ZOHOsians I am configuring own view contact card and I this set up with single/dobule columns is not enough for us. I would like in one section eg. (written by lines) Name/nothing/nothing Street name/home number/local number postal code/city/country
Mass Convert Files to Zoho Format
Hello, I recently activated Zoho WorkDrive and dropped a folder in our account. I made sure my preferences were to automatically convert files to Zoho Format. it doesn't look like any of the files were converted. I'm wondering if there is a way to mass-convert all files within a folder to the Zoho format?
when I send an Email , the sender name , show a wrong name!
Greeting I am new to Zoho and just opened an account to have my personal email with a business domain. I has entered my Name as an owner of the mail as [ Alireza. T ] , But for an unknown reason , when I send an Email to someone, it shows that Email has
Holding field focus
I have validation code in the On User Input section of a form field. If the user does not enter the correct information, I alert them with an alert statement. After that however, the field focus is lost completely. I want to be able to hold field focus on this field until the information is correctly entered. Is there a way to do that?
Unable to download or view attachment in email
Hi, I'm having issues download or viewing file attachments. Doesn't matter witch type (jpg, pdf any).
Custom email labelling
New to zoho. I know how to add a user for a specific domain and create a custom email account. One email created: sales@domainname.com An email was sent to another mail account and saw it listed in that inbox with other mail Actual result of inbox listing:
Need Multiple currency for Suppliers and Buyers
Hello, We need multiple currency support for buyer and suppliers, We are doing international business and we often sell goods in foreign currency as well as local currency, However zoho does not support this, I am trying Free agent and xero they support all currencies for suppliers Bills & expenses as well as buyers invoices, Kindly work on this feature will be great help to decide using zoho books Thank you
Locked out of super admin account
The account locked me out because I used a VPN and now it requires verification from my recovery email but I don't have access to the old email anymore. I never turned on MFA and never set up this security feature so I didn't know I would need to keep
Activesync not working as intended
hello, i hope someone can help me resolve my problem with syncing. What is working: contact sync: Outlook (Desktop App) <-> Zoho No issuses with contacts Calendar: Outlook (Desktop App) -> Zoho - NEW EVENT -> not syncing Outlook (Desktop App) -> Zoho
Disabling notifications on folder does not work
I use various folders with filters to automatically arrange my incoming emails. To reduce the number of disturbances I muted notifications on some of the folders in the web interface by going to 'Manage Folders' -> 'Folders' -> 'Notifications' and the
Credits & Debits in Banking of Zoho Books
The little observation which is disturbing and difficult to accept is that the Income is show as Debits and Expense is show as Credits. Which is suppose to be the other way. I am getting confused as I am business user not a Accountant. Regards, Rahul
Calendar reminders arriving late
I have issues with notifications, both pop-up and email, arriving later than scheduled which is obviously very frustrating. For today I had setup an event for 9 am with a 15 minute ahead notification by email, but this email only arrived at 9:04, nearly
How to use or understand the apple FPE sync method and Truesync Offline method?
Hi zoho There’re two syncing method for the truesync app with apple FPE according to your new version release note. 1, The GREEN ICON - workdrive trusync 2, The CLOUD ICON - apple way sync QUESTION: How do I use them? Do I need to use them at same time?
how to export a report with more than 50k rows of data?
How do i export the whole report? This is a report with combined modules.
How Do I Keep Mail Folders Permanently Expanded in Left Hand Pane
This problem seems to have been raised MANY years ago - but I can see no solution offered. Has a solution now been found?
Adding details to Attachments
Is there a way, or can Zoho make a way, to add some additional fields to Attachments to make it more of a document register? eg. a field for 'Document Type', 'Document Description' etc We are using the sub-forms to record this, but only 2 sub-forms can
2024 Fresh Challenge : Can Send Emails But I am not Receiving emails in Zoho Account
I am on a free plan, and I have everything well set up: I can send email, but I cannot receive email, all email sent to the account fail. Can you please help me address this
Looking for Zoho CRM Expert for Montreal-Based Immigration Firm (Remote Opportunity) Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Service
Hello everyone, I hope this message finds you well. I am reaching out on behalf of Stanstead Immigration Services, a well-established immigration consulting firm in Montreal. We have recently adopted Zoho CRM to enhance our operations and are looking
Activesyn not working as intended
hello, i hope someone can help me resolve my problem with syncing. What is working: contact sync: Outlook (Desktop App) <-> Zoho No issuses with contacts Calendar: Outlook (Desktop App) -> Zoho - NEW EVENT -> not syncing Outlook (Desktop App) -> Zoho
In Sandbox there is no option for Cliq Notifications in Workflows?
It not only doesn't have the option to add new workflows with Cliq notification actions but does not show current actions already set up as such... As you can see in the image, my actions that were already there are gone but also no option to add Cliq
Lookup field permissions
Hi there, we seem to have an issue with a lookup field in the Leads module. I created a new module, called "Bauträger", containing 1.000+ entries with basically just a name of a company in each entry. In the Leads module I created a lookup field to look
Function seems not be working every time lately
Hi there, Last june I created a workflow with a function that works like this: as a new deal record is generated, the deal name field is automatically renamed so that it starts with a code that comes from another number field (Serial Number) that is automatically
I will kill myself
I spend almost a hour trying to figure out why nothing changes and re-running my code. It`s looks like a meme, for real. ✅ Error Successful ✅
How to update lookup data from a picklist depending on its status?
Hello everyone, I'm new to Zoho CRM and working on customizing it to fit my company's needs. Currently, I have a module called "Units" (similar to products) that represents the units available in a project (construction project). My deals are split into
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