Tasks or reminders on Android
I'm new to using Zoho for mail and struggling on Android. I'd like a way to create reminders or tasks or just snooze an email while in the move, but the Android mail app doesn't seem do any of this. I just want to delay information I've received by email somehow until a future date when I need it. Am I missing something? There seem to be so many options on the web and so few in the Android app.
Connected Payment Gateways
Hello, I'm trying to switch our current Stripe payment gateway to a new Stripe account, but I'm encountering an issue. Whenever I attempt to remove the old Stripe payment gateway, I receive a notification that says, "Settings cannot be cleared as one
Zoho Office Integrator's Editor API
Hello users, In this article, we will be exploring the Editor API in Zoho Office Integrator to create, open, and co-edit business documents from within your web app. A few highlights of the Editor API Create documents: Quickly create new documents from
Limit records available in a lookup drop-down menu
I have a lookup from another form to present choises od delivery days in a drop down menu. I added a yes-no field in that form to limit the choices. For example. if the monday delivery is not available anymore, I as admin will check that yes/no box and
Bigin email configuration - Gmail 'Send mail as'
Hello, I am trying to use I have a UK2 business email account that I use through Gmail with the 'Send mail as' and 'Check mail from other accounts' features available in Gmail. I now want to use Bigin to receive and answer customer emails. How do I configure
Right swipe action is now supported in the latest version of the Zoho Mail Android app
Hello All, In the latest version of the Zoho Mail Android app (v2.4.29), we have brought in support for the options to configure the right swipe action and to mark an email as read/ unread while carrying out swipe action within the mail list view. Please
Custom Reports for Meaningful Insights and Decision-Making
Zoho FSM provides an extensive array of over 20 standard reports that deliver valuable insights into your field service management operations. These reports can be easily cloned and customized to fit your specific requirements better, allowing for greater
Enhancing Customer Connections through Help Center Customization
Hello Everyone! Welcome to journeying with ZylkerShop on setting up its Help Center. ZylkerShop set up the customer portal for its users to have a self-service platform as well as grab the mind share of its customers with Branding. ZylkerShop made use
Sort on more one column
All, I am writing some reports within the CRM. and would like to be able to do two things: define a sort column by default (that is not a summary column). Can I do this? So e.g. group by Status and sort within that by score. Also, I would like to be able
Bank Feeds option not showing - Zoho Books Australia
Hi there, I've added my Westpac bank account to Zoho Books, however there is no option to be able to connect the bank feed for the account? Help! Thank you :)
Zoho Workflow Rules triggers not working as expected for updates to contacts from a Prospect page
On the Zoho website, I have set up automation rules that trigger whenever a Client Prospect is created or edited, to send the data down to my own service for processing. However, I am seeing that when I add/remove a contact to the prospect, the automation
Current Job Title not extracted
Hello, When clicking on the extension while on Linkedin, the current Job Title is not getting filled. The Resume Parser Mapping seems to be set correctly though: Many thanks in advance.
Introduce Tagging in Pictures | Zoho Social
Zoho Social is a fantastic social media management tool. We use it in our organization, Encaptechno. I want to request a feature where we can tag people in images directly from Zoho Social, just like in the text/ caption of the social media post. If we
Bloquer la modification d'un rapport
Bonjour, J'ai fais plusieurs rapports que je souhaite rendre visible et consultable par mes collaborateurs mais qui sont non modifiable pour éviter les erreurs. Est-ce possible ? Merci, Vincent
How to filter report with two level of filters and getting a count of values entered?
I have a form with the following fields Company name department survey question 1 - a radio field with 4 options; A,B,C,D How to fetch all records submitted in the above form based on company and department and get a count of how many records answered
How to change those 3 horrible Zoho Sign signature fonts ?
Hi guys, As stated in the title, I try to change the 3 horrible Zoho Sign signature fonts : Zoho Sign Default Fonts If anyone could explain how to change those default fonts, that would be highly appreciated. Regards,
Copying Tasks to Sprints from Zoho Projects
Is it possible to move or copy the tasks which are already there on the Zoho Projects to Zoho Sprints? If yes kindly let me know how to do that
Need to capture user input from custom function
Hi, On click of a custom button, is there any way we can ask for user input. I am planning to capture coupon code when sales order is created and store in custom field.
Desk "From" SMTP using Gmail "Less Secure" Passwords
Hi guys, In the fall of this year, Google state: "For actions users can take, go to Less secure apps & your Google Account. Starting in the Fall of 2024, Google Workspace accounts will no longer support less secure apps, third-party apps or devices that
Is there an chat integration for internal use only?
I'm thinking to integrate a viber app to zoho desk but for an internal only. Like when someone message in a group chat it will pop up inside the zoho desk. Is it possible?
Changing the ownership of the zoho sheet
In zoho sheet there is no option for the super admin to change the ownership of the zoho sheet if that sheet has created by different user in the organization. Recently one of our employee has left the organization and she has created some client working
Create a button to send email with info from custom module fields
HI, I created a new module to request quotations from service suppliers once it is something we do on a daily baisis. Every day we have a new quotation request that we send to several suppliers and when we receive quotes we analyze to find the best price.
Zoho CRM has been very slow recently.
As a frequent user of the platform, I have experienced significant delays in executing any action, with every operation taking more than 3 seconds to complete. This severe lag has a detrimental effect on my productivity and efficiency in completing tasks,
Allow Attachment to be moved and associated with more than one record
Attachments are separate entities. It will make our life so much easier and reduce the size of your storage if we an attach an attachment record anywhere. See notes for a similar situation. A note on the Deal shows on the Account. Do this for attachments.
Why does the Decision Box field not update?
I have a very simple custom function to validate whether a lead is over 18 years old. It reads correctly, saves correctly, and gives the correct output in the log info. However it does NOT update the record. Test data should return "false" and uncheck
Why is there a limit to home screens for users and roles?
Why can there only be one home screen created by a user and only one home screen shared with a role? The CEO should be able to view all of the home screens shared with all roles. My CEO is interested in tracking how the inside sales team is doing, how the onboarding of new customers is going, the field sales metrics, etc. Each team has their own home screen Dashboard- why can only one be shared with CEO? Similarly, if there is a limit of 10 components to a single home screen, than a user should
Importing Data in Zoho Desk: Improved UI and added functionality
Hello Enterprise Community, We're excited to announce some important updates to the Data Import feature in Zoho Desk, including a complete UI overhaul. Check out the details below! Transferring data to new applications is inevitable for most businesses.
Articles linking to other areas in Zoho
Hello, I was just wondering if it was possible to either have articles linking to other parts of zoho (customers/projects/vault) or to have the other apps linking to the article. What we are trying to set up is Customer Articles, so details of the customers
Can we get all ticket list without limitation using zoho api once?
Hi support team. I'm using zoho api nowadays. I have a question. I'm trying to get all tickets using api. But I noticed the api that get ticket list has a limit. The limit is 100. I don't wanna call lots of times to get all ticket list. It takes much
How to Mass update subject of task?
Hello Everyone, We are using Zoho CRM from July this year. We are using the Task module as a service scheduler for our clients. but my users created the task with the wrong subject and now we have to change this. But the number of wrong subjects task is huge i.e 2500+, I can't change this one by one. So is there any way to update these wrong subject? Kindly help. Thanks & Regards Shubham Agnihotri
Using URL field to create clever links to maps
First of all - thanks for a dandy little service! I'm trying to use the URL widget to dynamically look at another field (a text field called ADDRESS) upon successfully editing the record, I'd like the script to look at the address and create a properly formed URL to Google Maps. I believe I understand how to transform an address into the required strings for the URL (ie, substitute '+' for <SPACE> etc.). My problem is how to dynamically assign a URL to the URL field, and dynamically assign the address
Feature Request: add Outlook extension that converts existing email file attachments to Zoho WorkDrive links (similar to ShareFile)
Please consider adding new functionality to the Zoho WorkDrive - Outlook extension. This functionality would add a button that would convert any existing files attached to the email to links. We are currently using ShareFile for this tasks. The links
How to prioritize across multiple projects?
Is there way that I can have a task list that contains tasks from other projects? I am trying to prioritize my tasks but I have them in multiple projects.
Notification Overload!! Can we turn off notifications when custom functions run?
I run custom functions when users create a lead / contact to check for missing data / errors and update automatically. For example: - Leads: if they enter just a zip code I automatically insert the City and State - Contacts: If "phone" is empty I pull
Sharing a set of master/template forms with a group
Is it possible for someone to build a form that is shared and users in our group can duplicate from that master form? The reason would be that we build a form and our team can duplicate from that to send to our customers but if we want to make a change
Allow time to be entered and saved without it being "submitted"
Professional consulting/accounting firms typically are able to enter time without submitting it (similar to Zoho People). This would be very helpful to include in Zoho Projects. For example, we submit our time every week. Time can be entered and reviewed
Possible to prevent duplicate Project Names?
Is there anyway to prevent a duplicate project based on the name field?
Function #22: Associate salesperson automatically based on customer-level custom field
Many businesses rely on salespersons to engage with customers and facilitate sales transactions on behalf of the company. These sales representatives often handle multiple clients simultaneously, and it becomes essential to correctly link each salesperson
Announcing Zoho DataPrep 2.0: An AI-Powered Data Management Platform
Originally launched in 2021, Zoho DataPrep started as an efficient self-service data preparation solution. We are excited to launch our new version 2.0, with significant enhancements to our platform to help you manage your end-to-end data needs with the
Add "Client" and "Project" to time entry in Zoho Practice
Time entry is a fundamental need of CPA firms. The time entry in Zoho Practice is too basic. Time entry should have Client > Project > Task (similar to Zoho People).
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