add a new user
Hello, I am wondering if the price for adding new collaborators would be more advantageous if we add several users at once. The price displayed on your site for adding a user is $600, for a total of 8 users. However, I am wondering if adding 3 new users
Kaizen #149: Using GraphQL APIs to fetch data in a consolidated way
Hello everyone! Welcome to this week's post in the Kaizen Series! This week, we will discuss GraphQL APIs, a query language that provides an efficient, powerful, and flexible method for fetching and manipulating data from Zoho CRM. Let us consider the
Add Mass Update for Text Area Fields 'Description' and how-to mass update using Zoho Sheet View
It's not possible to mass update the 'Description' field. Please add mass update for text area fields. Thank you. Most new imports don't use description, so we add a first verbose context to leads. As VCF uploads are easy and it's cumbersome to add a
Messages module in CRM Mobile App
hello, good afternoon I request help to solve this problem, we have not been able to connect whatApps to crm because I get an error that appears on the screenshot. I would like to know what else to do or if I can request a call with an assistant. Thank
issue to load website - vault.zoho.com
Hi, Tried connecting from several browsers unable to load the site to get to the passwords.
Boost Efficiency in Your Tickets Module with Zoho Desk Extensions
Hello Everyone! This week, we shall explore how extensions can bring about magical moments to your Zoho Desk Tickets module. ZylkerProperties is a leading real estate firm specializing in land development, office spaces, and extensive infrastructure for
Customize the Color of the Task Bar in a Gantt Chart
The Gantt chart in Zoho Projects provides a visual representation of the project schedule. However, when there are multiple tasks in a project, it can be difficult to find the one that requires specific action. To ease this, users can now modify the color
Juillet - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Au cœur de la fièvre des JO et des joies de l'été, découvrons ce qui s'est passé au sein de Zoho Community France en juillet. Le besoin de flexibilité et la facilité de mise en œuvre sont les principales raisons de l'adoption de l'application
Export (download) is not working
We have a three-table base for project management: Projects, Tasks, and Time. All three tables are fairly simple. None of them can be successfully exported. I have tried both table export and view export (view is what I really want, but I'm trying both).
Some recipients aren't receiving emails from our company
As the title suggests, some recipients aren't receiving emails from our company. This has been going on for just over a week - apart from today's server issues; emails are sending okay and have the 'delivered' button but upon checking with the recipient,
Cannot "send mail as" using gmail. It shows these errors
ERROR CODE :550 - 5.7.26 Unauthenticated email from gmail.com is not accepted due to domain's 5.7.26 DMARC policy. Please contact the administrator of gmail.com domain 5.7.26 if this was a legitimate mail. To learn about the DMARC initiative, 5.7.26 go
Options in Pick List
Hi there, we wanted to delete an option inside a pick list in the module Leads. For reasons unknown we cannot edit or delete the entry "Nicht qualifiziert". I looked through every workflows etc and cannot find any dependencies on that field. What could
VERY URGENT!!!! the decimal value turn to thousand in Blueprint !!!!!
I have a decimal field and here is the properties i have a decimal value like this in deal record but when I open it on Blueprint that decimal value turn to be 2987
Problem syncing Zoho inventory and Shopify
Hi, Zoho inventory is not syncing anymore my sales orders from Shopify. The sales orders are still open and not fulfilled in Shopify. I've tried to sync manually, it works for the products but not for the sales orders. The process was functioning two
Trying to sync calendar via iCal, CardDAV
I'm trying to sync my calendar with my Outlook calendar need to use iCal, CardDAV or a URL for the calendar
How can I make Zoho mail automatically sort my inbox like Gmail does?
Gmail has different tabs like Primary, Social, Promotions, Updates, and Forums. It sorts my mail automatically. I especially like that all the promotional email goes into the Promotion tab and it doesn't clutter up my Primary tab. Can Zoho do that? If
Use contact category in Bcc
Hi I have about 200 club members. I need to Blind Copy (bcc) emails to them regularly. What is the easiest way to do this? I've looked at creating groups but have seen that all members of the group needs to confirm the group membership so that is not
My emails are going to spam/junk
Hi The emails that I am sending to my customers are going into their junk folders. These are standard plain text, personal emails, not bulk emailing and it is causing me to lose customers. I have asked those effected to put me other white list but it
The Social Wall: July 2024
Hi everyone, Let's quickly see how we started off the second half of our year at Zoho Social! Connect and publish to your Threads profile from Zoho Social Meta Threads has been gaining popularity because of its seamless integration with Instagram and
Introducing ZDK CLI (Beta): our latest developer tool for Zoho CRM metadata management
Hello Developers! We are delighted to announce the release of ZDK CLI (Beta), a set of powerful command-line tools designed to simplify the way you manage your Zoho CRM org's metadata (customizations) and your team collaborate to customize Zoho CRM. ZDK
Calling Functions within Functions - Standalone Functions
Zoho CRM Standalone Functions Standalone functions in Zoho CRM allow you to execute a function within another function. There are many practical use cases for standalone functions within Zoho CRM, including removing duplicate code and code reuse. This
Names in Contacts that come from Bookings (or Meetings)
I use Zoho Mail (including Contacts) as well as Bookings and Meetings. When someone books a meeting with me via Bookings, it gets put into Contacts, but what it's doing is stripping off the first part of the email the meeting requestor entered and using
Ticket's reply via email
Is it possible to reply a ticket via email instead of entering the ticket system ? Thanks
Cannot create KB articles in Desk Sandbox
I would like to test some knowledge base help center organization in the sandbox test environment. I can not add any articles because I cannot add any categories nor publish any articles in sandbox mode. When I attempt to create a category I get a notice
How to switch back to old zoho!
Hi, I would love if you would not enforce me to use your new interface as I find it extremely user unfriendly. Can someone let me know how to change back, before I could do it by clicking my username and changing from there, now the option no longer shows. D
How to show mails sent through Campaign in Zoho CRM records
I have sent a campaign to a small list of 10 subscribers. SInce then I have done a sync. Yet there is no sign of sent emails in the contacts Emails records. What's the secret to getting this information to show up in my Contacts in CRM?
Update Subform record into another form
Hello All, I am trying to update the subform record into another form Following is the code i have used: for each rec in Accessories_Inward { fetRecFrom = Stock[Record_ID == Record_ID]; fetRecFrom.Item_No=rec.Item_No; fetRecFrom.Quantity=rec.Quantity; } whereas, Record_ID = Unique Identification code to recognize the rec i want to update Accessories_Inward = Subform of the Main form (not linked with any other form) Stock = Form where record is to be updated. Now the Problem is When there are multiple
Can we edit the system field label in Zoho desk
Hi Team, We were evaluating Zoho desk for the internal query ticket handling tool. Some of the field names are misleading. So how can we rename the field label name atleast. Contact name to Requester name Ticket owner to Agent Name
Avoid duplicate triggers in Zoho Flow / CRM
I have a flow set to post to slack when a field on an opportunity reaches a certain selection from a dropdown. to do this, the trigger used is Updated module entry / Module = opportunities / field X equals Y. I want to avoid the flow happening more than
Initialize ticket ID value
Hello, I have a question: Could I initialize the ticket ID to a value? For example: "2014001" Best Regards.
Custom Ticket ID format in Zoho Desk
Hi @Ash | Zoho Desk , I just saw your response on this ticket https://help.zoho.com/portal/en/community/topic/custom-ticket-number-16-2-2018 regarding custom ticket id configuration in Zoho Desk but couldn't find same settings in my Desk account
Custom Ticket Number
Is it possible to set the ticket number to start from a custom value? For example we did trial testing and used ticket numbers #101 - #115. Would it be possible to roll out the program to the rest of our employees with ticket #1001?
Custom Ticket ID's
I would like the functionality to create custom ticket ID's within Zoho Desk. This would come in handy for sure
How can I print comments.
Hey guys, a few hours ago I started building a Student registration form, and I saw that you can print out the Report for that form, as in select a specific "Student" that was added and print as summary, however I also noticed that the comments that you can place on those students didnnt get printed, is there any way to accomplish printing a Student report with all their data alongside the comments that I have added to it?
Using Canvas in Vertical CRM
Hello! Is it possible to use Canvas in the design of Vertical CRM modules? I've been looking around and can't see any reference to it. If not, is that in the pipeline? It would be nice to have our vertical CRM look polished and well designed "out of
Accounting on the Go Series-46: Effortless Sharing-Send Invoices, Quotes, and Statements from iMessage
Hello all, Hope you're doing well! Welcome back to our series. Today, we're excited to introduce another convenient iOS feature that lets you send estimates, invoices, and statements directly from iMessage. Typically, in Zoho Books, you can share PDFs
Zoho CRM Reports: multiple criteria on the same filter field?
Hi, I have a problem that I can't solve when using reports in zoho crm. In my case I have contacts who own the same product with different versions. Often, I need to find contacts who have product A, with version B but who don't have version C. The result
How would I set up a custom sequence per individual but based on a template/workflow?
Hello Zoho community. I run an events business and we often send out emails to people after a trade show or other event. We have a cadence we like to use (linkedin profile view, linked in connection request, email, email, phone, email, done) . I like
Mass email with attachment
Hi, Can anybody tell me if it is possible to send attachments to mass emails? I want to send a newsletter but I want to send the newsletter as attachment and then want to do the mass email option. BR, R
Oh no! Woke up to a bunch of {"code":1038,"message":"JSON is not well formed"} error messages in Zoho Books API
Looks like something changed on the backend of Zoho Books' date format, had a bunch of clients that ran into this error : {"code":1038,"message":"JSON is not well formed"}. Looking at the logs, I couldn't see any error in the JSON format, everything was
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