How to change amount of recurring tasks popping up in Backlog in Zoho Connect?
We use Zoho Connect Task boards everyday for our organisation, and in order to organise daily, weekly and monthly tasks, I have set up recurring tasks up in our Zoho Connect task board for particular members in the team that have the same tasks in those
Can you set a size limit to a Zoho Creator Upload Field
Case: We are interfacing documents we uploaded in a Zoho Creator Form with Ms Business Central. MS Business Central only accepts attachments 5GB or lower. Would it be possible to set size limit to a Zoho Creator Upload Field? So you can already not upload
What's New - July 2024
Hello everyone, Zoho Backstage is excited to announce a series of new features and enhancements designed to improve your event management experience. Here’s what’s new and improved in Backstage this month! New Features: Zebra Printer Integration with
Tax & Saving showing in front of Product pricing
Dear Expert We need to shown Tax & Price saving Details near by Product price i have post below details. M.R.P.: ₹8,200.00₹8,200.00 Business Price ₹3,355.08₹3,355.08 excl. GST ₹3,959.00₹3,959.00 incl. GST You Save: ₹4,241.00₹4,241.00 (52%) Inclusive of
Reordering Views
Will you be allowing the reordering of Views any time soon? At the moment, we're having to put numbers and letters to achieve this.
Function Problem
I have a problem. I am creating a Workflow rule and setting a condition for when I create a Deal. It generates a personalized ID based on the fields I fill in when creating an opportunity. Can you help me create a function to get the names of those fields
What happen when Writer Limit is Reached
I have created a button function to merge documents, attach files, and send emails. When the writer reaches the daily merge limit of 1000, does this function stop with an error, or can it still send the email but without attachments?
Programatically schedule and trigger a field value update?
I would like to do the following and I'm not sure how to implement this. A user will enter phase information and the start date when this new phase will take place in a custom module record. When the start date is reached, I want the software to update
Cannot read properties of undefined
I have a problem with Client Script. I can't fetch data from server when I use ZDK.Apps.CRM.Users.fetch(); (as attached image) Please help me!
Accidentally deleted employee user account
Hello, I have accidentally deleted a user account for one of my employees of an organization. I need to recover this account immediately. Please advise. Thanks, Ryan.
Zoho slow
i am eko in indonesia. i have 20 users under my corporate account. i recently experience slowness when open zoho sheets. is there any problem
Disabling Add Record in Reports
Hi all, Is there a way to disable the option to add a record in a report view? It seems to have been present in Creator 4 but cannot find any reference to it in Creator 5. I'd like to have some reports that are there to view information only and not add new records, to control the flow of data. M
Tip #28- Fine-tune support sessions with Zoho Assist's Diagnostic Tools- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions. As a super admin, you have the ability
Save PDF and Print Preview of Invoices VERY SLOW
From today 06-Aug-2024, It takes ages to save invoice as PDF when you are using invoice custom template. Why is it very slow to save invoice as pDF especiallyw hen it is a custom template. The same tempalte I was using from 1 year was working fine but
Client scripts in subform fields
I am seeking assistance with implementing client scripts in subform fields within the Quotes module. Specifically, I need guidance on how to configure an on-change event that will auto-populate fields in a subform. Here are the details of my requirements:
How to execute Workflow rules or function when a lead is qualified
I have a workflow rules in Lead module that will be executed when a lead is created or edited like this if 'Whatsapp ID' field contains 'BR-' then the 'Marketer' field should be updated to 'Internal', I use Zoho CRM Blueprint to qualify a lead to be a
Zoho Payroll
1. Discuss about the add on subscription and chargeable structure 2. Suppose I cancel the subscription will I get the subscription refund till the date (28th June 2025)
Zoho CRM mail: Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM?
Hi. For the Zoho integration with email. Can you filter and sync only messages from customers/contacts and leads registered in Zoho CRM? For example. In my general email inbox I receive customer and other email not related to CRM or my business. Some
FYI Functionality Change Issue : Can't see emails sent at Account level via contacts without changing select box (anyone else have this issue?)
Hi, Posting this to potentially save anyone from dealing with the same issue and missing outreach info. When reviewing an Account, we often scroll down to the Emails section to see if there has been any email outreach, any opens/clicks, who's been reached
My Open Tickets View is Duplicating tickets
Hello, We noticed that our My Open Tickets view in Zoho Desk is adding 2 extra tickets for the same ticket. This is happening with all of my team members. All 3 have the same ticket number and if I go into the Agent Queue and look at mine or anyone else's
MIN(0) != 0 in subforms
I need to identify orders containing free products. To do this, I created a "Minimum" field that should contain 0 if at least one product in the order's subform has a tariff equal to 0. This would trigger a workflow to proceed with the necessary actions
Tighter integration of the zoho wiki with zoho projects
Hello, Congratulations on a great product ! I'm part of a small software startup, which does cross platform client and server development. We've been evaluating project management software that is "low touch" (translation- NOT MS project :).. And have looked at various web based web 2.0 services so far - (Active collab, basecamp, celoxis, to name a few). You're definitely on the short list of vendors for our ongoing needs. There is one thing that I haven't been able to do using your very nice UI,
Defaulting to Search in All Departments
The standard search for Desk defaults to a specific Department. You can broaden the results by switching to Search in All Departments, but this change doesn't persist. Is there a way to set 'All Departments' as the default search scope?
Expenses without Books
Hi We're looking at rolling out Books but we're many months from being ready. Until then, are we able to use Expenses for the staff to enter their expenses, have them approved, and then just run a report to PDF or XLS for our finance people to make payment
Help Center - Close ticket button
Hi Zoho Desk Team, Basically in Help Center Portal, when there is no active blueprint there is a "Close Ticket" button in the requestors view of the ticket. But when a blueprint is active, there is no more "Close ticket" button. So my question is, is
Pop ups: adding more input fields
Hi there, I am wondering if anyone knows how to add more input fields in a pop up? Now there are only 1 or 2 fields available (email or name and email) but we would like to add 1 or 2 extra fields. Is this at all possible? If so; how can I add these? Many thanks!! Annelieke
baja en zoho
hola quiero darme de baja en zoho
people.zoho.com is currently unable to handle this request. HTTP ERROR 500
Whenever I try accessing my Zoho People account, this is what I receive: This page isn’t working people.zoho.com is currently unable to handle this request. HTTP ERROR 500
Onboarding Call - Nobody from Zoho showed up
We have an "onboarding" call proposed by Zoho scheduled for 9:30am this morning. We am on this call 14 minutes and nobody showed up. This is terrible customer service. If this is not resolved instantly we will be ending our subscription.
Zoho Projects + Zoho Sprints + Zoho Invoice - It's a catch-22 mess!
Until now, we've predominantly used Zoho Projects to manage our client projects. We invite our clients to the project as Client Users and use the Projects to Zoho Books/Invoice integration to generate invoices from work hours logged on Timesheets. That
Why API response Data structure of a Custom field in Zoho Books or finance applications is different from Zoho CRM's Custom field
Hi Team, As per the topic, I would like to know why the customs fields in Zoho CRM is acting or treated like other system fields in Zoho CRM. But in Zoho Finance tools, the custom field is shown under the key "custom_fields" as a list. I would like know
Usage of real estate on the screen
Once I view the deal details there is quite a lot of real estate taken which I cannot use. Or I don't know how to use it. I'd like to show some information in the green space by adding it OR remove "Best time to" and "Contact Person" Info all together
How to stop publish of stage
I accidentally closed the stage production before hitting publish, and now nobody can edit it, and neither can I
Why can't task boards be shared publicly in an External network?
Greetings Connect Community, I hope I'm overlooking a setting or something, but it appears I can't share a public, read-only link to a task board in an External Zoho Connect network. We would like the opportunity and ability to make certain task boards
Field is not found in Lead Conversion Mapping
so I create a new field in Leads module like this but I can't find it on lead conversion mapping, how to solve this?
Update/import values in multi-lookup field for existing records
Hi guys, I have an issue: I created a custom module and added a multi-lookup for that custom module in the contacts-module. I now have a few csv-files which contain the information of the existing contact (e-mail) and only one value that should be imported
Zoho Writer - Desktop App - No Network Available
Hi, I installed the Zoho Writer Linux Desktop app today and it seems to have installed without errors. When I try to open the Desktop App it starts and asks to select the language, then after clicking that an error pops up stating "No Network Available.
Category codes in General Ledger
Creation of category codes in general Ledger
Unable to find records in modules.
Hello Team, Sometimes we run into the problem where items are in the item module but we are unable to locate them using the search bar. In these situations, we may paste the relevant record id into the URL and it will display that specific item or any
Link Purchase Invoice to Customer
Hi When I enter an expense, I have an option to link the expense to a customer but when I create an invoice I don't have that option. Can you please let me know if there is a way around this. Many Thanks Nick
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