Dashboard "Set as Default"
Because your reporting lacks the ability to display based on who the logged in user is and your views have very limited ability to pull based on dates, I have to build reports and dashboards for each user. It would be nice if they could set their own
Allow Clients to Edit Booking Form Entries Before Meetings Start Time
Dear Zoho Bookings Support Team, We are writing to request a new feature that would enable clients to edit form entries associated with their booked meetings. Currently, once a form is submitted, clients cannot make changes without canceling and rescheduling
Change Warhouse list positions/order
Hi All, Wanting to change the order the Warehouses show up on the drop down list. Doesn't seem to be a function?
Error while validating field values..
Hello Team, I am seeking assistance with an issue in our Zoho CRM Quotes module. We have configured the following fields: Quote Date: The date when the quote is created. Quote Valid Through: A dropdown field with options like 30 days, 45 days, 60 days,
Zoho Desk Customer Account Hierarchy
So we are trying to get this customer to switch over to Zoho Desk. During the demo they came in with a question after and I was not able to find the solution. So in Zoho CRM you have a concept of Account Hierarchy where let's say office 2 reports to office
Queuing in live chat
Is it possible to put chat visitors in a queue when agents are at their maximum chat limit? Chat limit is currently set to 10 active chats at a time, however operators are still being sent chats once they hit the maximum. If we could queue chats then
Create new printout template in Picking List
I notice that some module like purchase_order allow me to create new template but Picking list doesn't, is there any reason? Thanks
Zoho Forms and Google Analytics 4 (GA4)
Hi guys, is there any possibility to use Google Analytics 4 in Zoho Forms? The format of the Google Tracking ID changed and if you try to use it in Zoho Forms Tracking Settings, you'll get an error message. Thanks for your hints. BrC
Email Scheduler Not Working
I have scheduled two reports in the Email Scheduler to be sent on a weekly basis. However, I have only observed one instance where the email was successfully received, and no subsequent reports have been delivered. I need to ensure that these reports
Introducing enhanced document collaboration in Zoho Sign
Hello, We are delighted to introduce a couple of highly-requested collaboration enhancements in Zoho Sign. Efficient collaboration is undoubtedly the key to ensuring quick turnarounds in digital paperwork, and is often the difference between business
Zoho Desk help center link Contact module
When using the Help Center, is it possible to have users fill in their country and company during registration and link this information to the basic fields in the Contact module?
Introducing Budget Board in Zoho Marketing Plus
Hey everyone, Marketing Plus enables marketers to collaborate more effectively and manage their marketing efforts, from campaign planning to execution to performance measurement—all on one platform. One of the most challenging yet critical tasks for marketing
Customer Agent can see all company tickets
Hi together, we have a lot of customers with an onsite contact who needs to see ALL tickets from his company. Lets call him "First-level Agent onsite" It would be great to have an option to say "Okey, John Smith can see all Tickets from "Company XY" in
Client ID passed does not exist
Tried many times with the same result, can you help us solve this problem? Thanks
Zoho Tasks Link with CRM Tasks
I have noticed there is no sync or link from Zoho Mail Tasks and Zoho Crm Tasks? This is a pain. Is there any development in the future to link these tasks together?
My IP has been blocked from Zoho domain
Most people complain of IP blacklisting from an email client perspective, but mine is where my public IP has been blacklisted from the Zoho domain as a whole. That said, I noticed my email client chowing errors on my Zoho account and didn't think much
Zoho Assit Join Session Failed
Zoho Assist fails when trying to run a session on the remote users system. They are running Windows 10 with all updates installed. I have uninstalled re-installed Zoho assist. I have ran sfc /scannow, and the Dism commands and chkdsk /f. No corrupt files
Upgrade and Merge tow licenses in one
Dear Zoho team, We currently hold two separate licenses: Zoho Books under Multisystem Technology, Organization ID is 783298272. Zoho One under Multisystem Technology my ID is 803718303 (I didn't know where is the organization ID) We would like to upgrade
Sort projects by last date updated?
Is there a way to sort projects by the last updated date? (not by task, or task list, and not by the Gannt view -- its too busy) We just want to see in a fast "big picture" way the projects that are not updating tasks, or listing task, or completing tasks. Like a list of the projects, and the last updated date Thank you, -Athena
Email alias already exists
Hi I'm trying to create an alias : contacto@ketomasa.cl but i get the message... Please Help me...... Tks
Zoho Reports printing to half page only
Good to see Reports back. I am exporting reports to PDF but they are showing on half the page only, which looks strange. Is there a way to get all the data onto one page? I've tried all the export and print options. I have attached a screenshot of an
Zoho Books: Edit estimate accepted E-Mail-template
Hello, i would like to edit the E-Mail that you get when a customer accepts your estimate via the public link. In the german version of Books it says: " COMPANY hat Ihren angebot (ESTIMATE) akzeptiert", but it should be "COMPANY hat Ihr Angebot (ESTIMATE)
Creating a call button which triggers a "Calls" window with Current Call.
Hello, Purpose: Easy to cold call from Leads module without having to enter every single lead. I have been trying to create a button which triggers the same window that "Calls" from the Activities section does. I have managed to create the button. I did that with this script in functions: leadDetails = zoho.crm.getRecordById("Leads",leadId); mp = Map(); mp.put("Subject","Cold Call"); mp.put("Owner",ifnull(leadDetails.get("Owner"),"").get("id")); mp.put("Call_Type","Outbound"); mp.put("$se_module","Leads");
Introducing diagrams for Zoho Show
It is the era of visual presentations. Whether you are delivering your sales pitch or marketing strategy or simple or complex ideas, presenting information visually communicates your ideas more effectively to your audience. Introducing diagrams for Show
ZOHO BOOKS INVOICE DATA
HI Please advice, i want my invoices to automatically show for each item line the SO its associated with when i make one invoice for several sales orders as in QuickBooks Thanks
Create a live account count
Hi I am new to zoho analytics, trying to make a dashboard which is entirely customisable by date range. I want to create a widget with a count of live accounts. my accounts table has 3 columns which I need to reference. ID, created time, churn date I
Impossible de validate a RSS Campaigns
Hello I'm trying to create an RSS Campaign. My Feed is recognized by Zoho Campaigns (1st page) but impossible to validate the Basic Info (2sd page). After filling the basic information, the Next button is not active and impossible to go to the next page
CRM Calendar to start on Monday
Hi, I have been searching high and low and I cannot find anywhere an option to change the calendar settings to the European style Mon-to-Sun instead of the default Sun-to-Sat. Please do advise how I should do that or whether you plan to create such an option! I know it is a matter of habit, but all the members of my team are complaining how disturbing this is. Looking forward to the answer! Regards, Kristi
Customizing "Notification Email" templates (Invoices)
Hi I'm relatively new to Zoho and have been trying to customize the Email Notification Template for invoicing, and I am current using the free plan as I have a small home business. I'm struck by how poorly these email templates look and the very limited
Fetch field information from one form to another.
Another fetch question... I have 2 forms, one is CUSTOMET form, the other is a SUBSCRIPTION form. I use an openurl script to open the SUBSCRIPTION form when the form CUSTOMER form is sumitted, fetching at the same time the customer name in the SUBSCRIPTION
How to Duplicate a Dashboard and Point the Duplicated Dashboard to a New/Different Dashboard
Is it possible to duplicate a dashboard view, its reports and point the duplicated dashboard to a new/different dashboard? If so, how do I achieve this?
Zoho Creator Suddenly Stopped sending email notifications
Hi, I've been using Zoho Creator to create an app to input and generate Production Details form, in the workflow, I created several actions where upon successful form submission, an email will be sent to certain email address. This actions has been performing
Reset Cash Flow - Start the New Fiscal Year at 0
Hello, I've set my fiscal year to start on Jan 1st. What I want is the cash flow shown on the dashboard to start at zero each year. I need a solution for that while keeping the stats of the previous years intact. ( found a topic earlier that had something
Verify Domain purchased through Zoho
I bought a domain through Zoho now I need to verify it but I don't know how?
Bank Feeds for Loans
I realize that Zoho only supports automated bank feeds for bank accounts and credit card accounts. I use Zoho for real estate accounting and I know that Plaid offers connections with the banks that service my rental property mortgages. I tried connecting
Invoice layout
How do we customize invoice layout? I do not need Qty in stock as ours in a SaaS based business.
Zoho CRM for Non-profits
Is anyone using Zoho CRM for non-profit donor development? The need to identify potential donors, convert them to actual donors and track all communication with them by a development team. Thanks.
Publishing an Application with a Student Account
Dear Zoho Creator Team, I hope this message finds you well. I would like to know if I can publish the application I built using my Zoho Creator account, which is currently a student account. If it is possible, could you please guide me on how to go about
Is there a way to change/create a widget to return % completed for individual projects?
I need to see % of task completed as a whole on my projects rather than number of task. How can I accomplish this?
Dedicated support for European customers
In today's data-driven world, protecting your data is paramount to sustaining business growth and maintaining customer trust. At Zoho Forms, we prioritize security and privacy, ensuring that your data is safeguarded to the highest standards. We are proud
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