Iterative logic for conditional multiple choice.
I am wanting to build a survey where a user starts the survey by selecting in a multiple choice (many) question, which items they own. From there, I want for conditional logic to lead the user to a page for EACH item that was selected in question 1. Right
External data sources in Zoho Creator, powered by Zoho DataPrep
We’re thrilled to announce that you can now expand your data connectivity capabilities by integrating external data sources with Zoho Creator with help of the new Zoho Creator connector within Zoho DataPrep. This exciting feature allows you to connect
Custom Fields - More Configure Access Options
Currently, when one makes a custom field, its visibility can be controlled by user role. There are a great many instances where more granular control would optimize the UI. For example, there could be fields that should be shown when creating a new Sales
Enable color for picklist options
Have you considered implementing this improvement within Zoho Recruit? My question is specifically aimed at comparing the functionalities between CRM and Zoho Recruit. I have noticed that Zoho Recruit appears to be quite limited in its features when compared
Is there a way to add a text field to the task overview of a project or a task list?
When performing their tasks, task owner often times need some extra info to complete it. For example: the task (from a template) can be: "add new sku to overview"; however, this person needs to know what the new sku is. I'm aware that you can add text
Customize Contract Details Fields
Is it possible to add, delete or customize these default fields?
Flexible Holiday Configuration in Zoho Desk
Dear Zoho Desk Support, We are writing to request an enhancement to the holiday management feature within Zoho Desk. Currently, holidays can only be configured as full-day events. While this is suitable for many occasions, it limits flexibility in managing
Cash Accounting and Sales Reports
Hello, when I run a Sales by Customer report there does not seem to be a way to select cash accounting and my invoices appear in the month they are generated, not in the month I receive the cash. Is there a way to run the report with cash accounting?
Can you send a Zoho Sign Document through a workflow
Hi, I am looking to automate a process of getting clients signed up asap. I have set everything up in a Zoho sign template and it works by pressing the "sign with Zoho sign" on the deal record. I am looking to find out that when a deal hits a specific
Deprecation of Google Drive and Google Sheets connections in Deluge
Hi there, We hope you've been enjoying your experience with Deluge. We would like to inform you about important updates to the Google Drive and Google Sheets connections in Deluge. Google has identified and notified us about sensitive scopes within these
How do I setup receiving a notification when a new ticket is created?
I have the free edition of Zoho Desk, and want to receive an email every time a contact/user submits a ticket.
How to add subAccount in the account
How to add account into account e.g Tata Group Master account Tata Trust Child Account Tata consultancy Child Account Tata Infra Child Account and then i should be able to add contact with any of the accounts
Template and Text formatting in Ticket Resolution
Hi, is in Zoho Desk the possibility to create and use templates for the resolution field and/or is there a way to format the text in the ticket resolution box? Thanks in advance. BR
[Channel Integration] Unable to sync with External Service
Recently I tried to do channel integration, the pack was created, uploaded to sigma and installed in zoho desk. I was able to created ticket and thread as well using this endpoint: https://desk.zoho.com/api/v1/channels/{installation_id}/import The issue
What does this error mean?
Can someone please explain what this error means when I try saving my deluge script?
Yikes! All our data is gone
We have two Zoho Tables bases. One of them, Projects, contains three tables: Projects, Tasks, and Time. We set them up a few days ago and have been entering data. The system was working earlier today, although we were unable to export data (and reported
Ongoing Customer Care and Contact Reminders
Hey, We rent heavy equipment and most of our customers rent repeatedly. I can see how Zoho is really useful for sales funnels that "close" like buying a car but I am struggling to get it to help us. Our sales process is like this: -We make repeated contact
Can we use Mobile number based login in Zoho Catalyst
Hi Team and Fellow community members, I have a use case where the users wants to login to their apps with their mobile number instead of emails. Does Zoho Catalyst or any other apps in zoho has this functionality?
Using Tasks (or something??) in Zoho CRM to track sent samples
Hello, I sell upholstery material to my clients. When I send catalogues to clients, I track this as a Direct Mail Campaign in Zoho CRM. It's an open-ended Campaign that started last month (with the brand new catalogue) and will run until the new catalogue
Zoho Monthly Subscription
We are a german language teaching company in nigeria and would like to make use of Zoho as our work place , however the account i created , dose not give the options for the subscription, in naira (nigerian currency) . What can i possibly do to correct
Client Script - How do you obtain the current record ID when in detail view?
I'm trying to gather the Account ID of the Account currently being looked at in Detail View of CRM. I'm using a "button on click" client script execution, and am trying to create a logged call with input, based on button click. eg - User goes to account,
I have created the CNAME record, but it is not working
I have tried different methods, but nothing works. I have ensured the configuration is correct countless times, but it still does not work. I have tried doing an nslookup, and it does redirect, but when I try to ping, it does not reach the destination.
Auto Close a ticket
Good day, I am looking for a way to close a ticket if there is no response from the customer for more than x hours. I have read various posts about supervision rules, but none fit the ultimate goal. The idea would be to create a rule. If a ticket is in
How to apply vendor's Unused Credit in EUR to bill in USD?
Hi, Our vendor issues two monthly bills: one in EUR and the second in USD. According to the agreement, we make one total payment in EUR for both bills using the exchange rate stated in the USD bill. As we pay in the current month for the services rendered
Is there a listing of special characters that not allowed in picklists
Is there a list of which characters are classified as "reserved" or "special" that are not allowed in picklists?
Merging 2 columns
Hi, I would like to merge two columns together (in the same table). One is a date type column and the other is a number type column.
Change the predefined email adress for answering tickets in Zoho Desk
How can we change the predefined email adress for answering tickets in Zoho Desk? How can we asign different email adresses to diferent groups of Agents? Is it possible to autoselect the predefined email adress depending on a particular field of the
Community Forum
How can I create an announcement ?
Multiple product filters not working as expected
Hello, I'm curious if anyone is successfully using multiple filters within the same category. Here's an example of my current settings: I have a category named Widgets. Within that category, I have 20 widget products. Each product has 2 tags assigned
Zoho Mail not supported on mac
I've been using the Zoho Mail app on my mac book for years. All of the sudden it its greyed out with a slashed circle and says it's not supported on mac. I tried deleting the app and reinstalling it. No luck.
Sent emails for SalesInBox are not sending
I have found that sending emails to contacts from SalesInBox does not send them - the recipient does not receive them and they do not show in the sent folder. This occurs when replying to an email also. If I send direct from Gmail it does send and does
Best Use Case for Selling Digital Content: Commerce, Subscription, Landing Page or ...?
We are a business coaching and consulting agency and existing Zoho One client. As a part of our services, we sell digital content, books and bundled coaching packages, training sessions and memberships. We don't have need to track inventory or ship physical
Users are able to access records in a territory that they are not a member of
Hello, I have several territories set up in our CRM. I recently ran a test to see whether users that are not members of a particular territory can access records within that territory (e.g. Accounts, Contacts, Deals), and it turns out that the users that
Simply export / import tasks in a project
Hi, Given a Zoho project, I have exported all its tasks into a .xls or a .csv file. Then in order to correctly import my tasks into my project back, I need to : - edit the exported file to remove its header information (or the import tool won't find any columns, except one for the project name) - indicate to the import tool, within the file which column stands for each task information (task name -> task, % -> % complete ...) I don't understand why I have to edit an exported file Zoho created, in
Tips and Tricks 8: Hyperlinking images
Hello everyone, Today we will see how to hyperlink your images to navigate visitors to another page on the event microsite or even to a different website. Images added in the Image and text and Testimonial custom section or images that are uploaded as a logo can be linked to more online information. Linking images can provide useful details to microsite visitors without cluttering the current page or shifting focus off the existing content. After you upload an image to any Image and text or Testimonial
Update field when task is completed
Hi, I want a field to be automaticly updated when I mark a specific task as closed. So, I have a task in the module 'Leads' with the topic 'Factureer kosten van {COMPANY_NAME}'. When this tasked is closed, I want that the close date is filled out in the
How to show 2 date fields on the same line chart?
I have a projects table. The table has 2 date fields. One for when the task is started and one for when the task is completed. I want to show the total for each date field per year month. It works if I put one of them in the X-axis but I obviously can
Empty Cells and line counts
Good day, How can I present cells with no value\empty blank? When i have a total is there a way to hide the individual line count "1" and only show the total Thanks Rudy
Zoho Assist Login issue
Hi, I have receive the request on email to join Zoho assist but when i put all the information in it would not move further and browser gets hault ,i am facing this issue please help
Field/Column Width in Subforms
I am new to Zoho. So far I have like all, but I am having difficulty with the limitations of the sub-form paradigm. Is there a way to set the column/field widths that are displayed in a sub-form. It seems to be forcing equal field widths, and I can't find a way to change. If i set the pixel width in the originating form, but those default back to mandatory widths when displayed in the main form. Thanks in advance for any suggestions.
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