Job Opening - Clone with applications.
Hi!!! I am trying to reopen/clone a new job position but I want that also be clone with the previously made applications with their assessments, notes and ratings/status of the candidates for this position, Is there any way to do this?
Changing the "Deposit to" drop down options when recording an invoice payment
Hi, I'm a new user of Zoho books. When I record a payment against an invoice, I need to use the "deposit to" field to log it as sales income or general income. However at the moment the drop down box only offers: Cash: petty cash and undeposited funds,
Zoho Campaigns - Google Analytics integration - Has it ever worked for anyone ?
Has anyone been able to successfully integrate GA4 with Zoho Campaigns for Reports tracking n stuff? I tried a lot and their Premium CS team has just told me - Sorry it won't show you anything in Zoho and for anything you need to go to Google. Why will
HELP!!How to create a zoho sign template then mail merge
Hello, Zoho team. I have a conundrum. I'm trying to create a contract template with the zoho signs places prefilled (so I dont have to fill out 5 fields each time for each form), then mail merge it to customize it with proposal details. Then i want to send that off with an email template tht is attached to a workflow or blueprint. I have this BEAUTIFUL contract, but damn it filling it is almost impossible bc I can only do one mail merge or sign. This would go a long way to automating my sign up
Zoho CRM's Workflow brings minor enhancements
Hello Enterprise Community! We have some thrilling updates to share with you about Zoho CRM's workflows that are going to elevate your experience! Check out the latest enhancements: 🚀 Reschedule Previously Scheduled Actions Say goodbye to the old limitations!
API Timeout Issue Starting on 05.09.2024
Since this morning, we've been encountering issues with API requests, with many of them timing out unexpectedly. After extensive testing and debugging, we found that the timeouts occur randomly, potentially due to a throttling limit or an API usage capacity
Zoho book integration with zoho creator
I need to integrate zoho book with zoho creator and fetch data from zoho book to zoho creator and create forms in zoho creator.
Attachment in Sales orders
Hi, I was wondering if it would be possible to make the Attachments section a required field. Alternatively, a pop-up reminder prompting users to update the Attachments field when saving a Sales Order would also work.
Yearly vs Monthly payments
Hi, is it possible to pay per mail lite account by monthly instead of yearly?
line endings being duplicated upon paste
When I paste in a list of text items, Zoho Notebook will add an additional return, line ending for each line. The text originates from an ordinary Text editor (BBEdit) on mac using Unix line endings. There appears to be no way to eliminate the extra line endings. Either a command or menu item that does that specifically or a search and replace.
Onboard a developer for a Zoho Creator application from Zoho One
Hello, Could someone tell me how to add an external developer to a Zoho Creator application from Zoho One? It's not very clear and I can't find any real explanation on how to proceed. This developer also has a Zoho One account and would like to add one
Is there a reason why contact roles do not appear in the mobile CRM app?
Is there a reason why contact roles do not appear in the mobile CRM app?
Auto Send One-Way Video Interview Through Blueprint Automation
Hi Team, We love the Blueprint functionality and the One-Way Video Interview functionality is great. However, the only option for using the One-Way Video Interview functionality through blueprint involves a manual setup of the interview. We send out these
Zoho Site Fonts
Is there a way to add paid for fonts to Zoho to use on sites? I am looking to add helvetica neue.
Where do Zoho Webhooks originate from?
I am trying to use the webhook feature and it works on my local machine. However, when I run it on a production server which has a firewall it blocks out requests. I found that the sandbox requests originate from: crmsandbox.zoho.com So I was able to
Connect Woocommerce new order to zoho books via zoho flow
Hello i want help to create a flow to create a new sales order from woocommerce to zoho books. Can someone send me step by step flow, functions and fields?
Zoho One Groups Should Include Teams in Zoho Projects
When adding a new user and assigning it to a group, it would be helpful to have that group include Team assignments in Zoho Projects.
ODBC or JDBC Access to CRM
Is there an ODBC or JDBC driver available anywhere that can access my instance / data in Zoho CRM. I am not interested in CloudSQL or Reports, or any other access. I just want to report against my CRM data from say, "Crystal Reports", "Pentaho" or any
Fetch all chats for a user through API
Hi, I am looking into the API for fetching all direct chats for user https://www.zoho.com/cliq/help/restapi/v2/#retrieve-chats , the problem I am facing is that there is no pagination and I might miss certain chats with upper limit of 100. I tried to
VBA/Macro, Transpose
Hi everyone! I am trying to transpose the highlighted or any selected row from "Raw Data" to "View". However, whenever I click the button, it will just copy the A1 cell in Raw Data and not the selected Row. Can someone help?
Different between Zoho CRM Kiosk and Command Centre functionality
Is there anyone who can tell me the difference between these two features available within zoho crm. I want to know what is the logic behind to build this kiosk functionality ? Because we have now blueprint , command centre and kiosk feature in crm so
I need custom email accounts
Hey there, I was on the free plan with just 1 domain and custom email address. Because I wanted another custom email address, I paid for a license for mail plan, I was able to add my new domain but right now unable to create my custom email address for
Add Related Lists to Forms View Canvas
Hey! Is it possible to add a related list to the Forms View Canvas?
At the same time, promote the potential and the proposal stages
Hi, we are working in Zoho CRM with potentials and proposals. Potentials have stages, and proposals have stages. how can we define that when the potential stage is forwarded, the proposal stage goes forward automatically with it? thanks,
Working with timezones - British Summer Time
Hi Im using Deluge to create Meetings, for example: meetingDateTimeToPass = meetingDateTimeToPass.toString("yyyy-MM-dd'T'HH:mm:ss","Greenwich"); What timezone do I need to pass that caters for British Summer Time and Greenwich Meantime? Thanks
About Zoho CRM Mail Integration Capabilities
When we provide email integration from Zoho CRM, are emails sent from Zoho CRM displayed in the email inbox? For example; I sent an email to a customer from Zoho CRM. Will I be able to see this email in my email sent box?
Imporvements to Zoho Learn Portal user experience.
The following improvements would help greatly in working with Client(Portal users) in Zoho learn. 1. Have portal users enter their first in last name when excepting the invite instead of using the first part of their email as their username. It is hard
Option for super admin to retrieve the deleted chat history in zoho cliq
Currently in zoho cliq there is no option for super admin to retrieve the deleted chat history. In some scenarios the users in the organization exchange the confidential information through the zoho cliq chat and then deleted the chat history. So as admin
Have a single interface with Click and a Click Network
I have my Organisation's cliq account and can see my chats in the desktop interface. However I also have a Cliq network I created so that I can communicate with external collaborators. I want to get everything in the same place, can I add my Network channels
Create Custom Function: Update Appt date & time field
I created a custom field for Appointment date and time. I want to create a custom function that allows my lead record to be updated with the appointment date and time booked through Zoho bookings. For ex: Sally Sue books a consultation for a Marketing
Portal View Permissions
Hello! My company is looking to buy new portal types but is wondering about the access they would have. For example, we would most likely make this portal for a module we call "Staff". Is there a way they view all records in the Contacts and Leads modules,
ACH with Forte to bill vendors?
We are moving over to Zoho Books. We have been using it to make quotes via the integration with the CRM and invoices as well. That part work perfectly. Now we have a lot of vendors. Currently in the accounting system we are using we can get a dat files
Need to auto Re-Scheduled the call when No Answer
This call has to work for all the modules. Schedule a call when the call result is put as "Requested call back", "No Response/Busy" Can I get both the options where once the above request is filed the call has been rescheduled for 3 days later and one
Zoho Analytics - Deleted records are also showing
Hi, in Zoho Analytics, we've set up a form in Zoho Creator and synced both data sources. We’ve also created some reports and dashboards based on this data. However, deleted records are still appearing in Zoho Analytics. What should be done to resolve
Marketer's Space - Mastering Utility Templates in WhatsApp Journeys
Hello marketers! Welcome back to Marketer's Space! We’re continuing our WhatsApp Journeys series, diving deeper into how to make your marketing efforts more efficient and personalized. This week, we’ll be looking at utility templates and how to make use
Send & Update Status - Zoho Desk app update (Android and iOS)
Introducing the 'Send & Update Status' option within the compose screen of the Zoho Desk mobile app. This option allows you to send a preliminary response to the customer and simultaneously update the ticket status. Android: iOS: We have integrated layout
[Free Webinar Series] Get to Know Zoho RPA: Optimize, accelerate, and transform your automation journey
Hello Everyone! Hope everyone is doing good. Gear up for the upcoming webinar series on Zoho RPA. Manual, repetitive tasks—like filling out forms, copying information from one place to another, data extraction, or organizing files—not only drain your
Achieve Full Financial Control by Tracking Both Cost Budget and Budgeted Hours
Zoho Projects now supports tracking budget with both Cost Budget and Budgeted Hours simultaneously across all modules (Based on Project, Phase, Task, or User). Why Track Both? Tracking both cost budget and budgeted hours provides a more holistic view
Streamline Recording Payments Using the New Payments Module
A new Payments module has been introduced, allowing you to record all payments received for services rendered, whether made directly to technicians on-site or through other payment modes. Users can record payments against either a specific Company or
Zoho Campaigns Email Templates - Word Wrap Around Images?
I'm considering moving our email marketing from Constant Contact to Zoho Campaigns. The person who manages this has set up a bunch of templates in CC that would need to be re-created in Zoho. As I was experimenting with the template design features in Zoho Campaigns I was unable to find a way to do word-wrap around images - text is either above or below images but doesn't flow around images. Am I missing how to do this or is this a feature limitation in Zoho?
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