Handle That Pesky URL Query Parameter Facebook Automatically Adds
Whenever you post a URL on Facebook, Facebook automatically adds that pesky "?fbclid=xxxx" query parameter to the URL. When that happens to a published Zoho Writer page, Zoho cannot handle it and returns an error. This means Facebook users cannot reach
Unable to use "Review" or "Tools" tab features; Personal Dictionary not working
I have installed the Writer app on Linux, and I like everything so far, but I have an issue. All of the features under the "Review" and "Tools" tabs are faded out and I cannot click on them or use them. When I typed in a word that Zia didn't recognize,
Client Portal Layout setting
I have set up a custom layout called [Customer View] and specified this layout in the Portal settings. When I preview it, everything looks fine, but when I log in with a Portal User account, the layout displays as Standard instead of the specified Customer
Le nouveau nom des devis dans Books ?
Bonjour, Zoho change le nom des devis dans Books (et je suppose aussi dans Invoices et CRM). A priori pour s'adapter un nommage légal, si j'ai bien compris. Quel sera le nouveau nom des devis dans chaque pays francophone ? (Belgique, Suisse, France, Québec...)
CRM, How to customize JSON sent back from REST API webhook
Hi, In CRM, I've created a function with a API REST access. For debug and log purposes, I have a lot of info statements. That way I can trace any problem that might occur. However the external service calling this webhook, requires that the function returns
Dynamic content in custom HTML email
I am writing some custom HTML for my emails to be sent via workflow in Campaigns. I know that Campaigns has a built dynamic content tool in the email builder. Is it possible, however, to implement dynamic content using custom HTML? If so, can i have access to the documentation for this or any help to achieve this? Thanks.
How to create a zoom hosted recurring webinar in Zoho backstage
I need to setup a set of webinars, hosted by zoom in Zoho. The webinars are recurring, so they have multiple sessions (let's say once a month ) After searching I came to a solution to integrate Zoom into Zoho Backstage, but the recurring part of the question
Using Multi-Select Lookup to Search Leads and Contacts in Custom Module
Hello Zoho Community, I have a custom module in Zoho CRM called “Projects E.One” and I need help with a specific requirement: I want to add a field in this module that allows me to look up and select multiple Leads and/or Contacts that are already registered
Cliq desktop app keeps signing me out
Frequently the Cliq app signs me out and I have to sign back in. I leave my computer on all the time just lock the screen when I go home for the night. Please advise.
Zoho Sites Blog Background Color
I am trying to change the background color of my blog page in Zoho Sites but I can't seem to find the any relevant settings to make this change. I have looked through the Visual Editor and Design tabs but haven't had any success. Could anyone provide
How to transfer domain ownership to Zoho
I am setting up a website on Zoho Sites using a domain I bought on Bluehost (not realizing I could have bought it directly through Zoho and save a lot of headache). Bluehost doesn't allow root domain forwarding to www unless you pay for their hosting,
New addition to Zia for Emails: Subject line suggestion
Dear All, We've added yet another robust feature to the list of Zia's email intelligence abilities: subject line suggestions. The first line of text your recipient reads when you send an email is its subject line. Since this is the very first impression
NPV Formula in Writer
In the formula function drop down there is no option for NPV function. Does anyone know of a way that we can create the same outcome?
Build your own interactive product recommendation system in CRM with Guided Selling.
Update: CPQ was a public early access feature from March 2023 — January 2024. Since February 2024, this is a public feature. Zoho CRM's in-built CPQ engine now facilitates Guided Selling, a setup in which the CRM system makes tailored and interactive
Custom Function CF Field Update
I'm new to Zoho and Deluge, so please forgive my naivety. I'm trying to create a customer function which updates two custom fields on an inventory item. The code runs fine, and the info response show the correct value, however the fields in the items
Dynamic image in lead record field
Hi, I have a image upload field named 'Testimonial image'. Based on the value in another field named 'SBI code', I want to automatically upload a specific image in the image field. How can I do this?
Zoho Projects Client Portal Login
How can I customize the login page for a client portal? I have the client portal for zoho projects set up as a subdomain on my website. As of now, when a clients see the zoho projects sign in page. Nothing about the login page lets the clients know they
Resource Utilisation is now Workload Report
On behalf of the team, I am thrilled to share a significant transformation in one of our pivotal features – the current 'Resource Utilisation' chart is now reborn as the more versatile and insightful 'Workload Report'! It is not about just the name change.
Is there a way to see current backlog by resource?
I'm trying to understand the "Resource Utilization" view. The view overstates the work allocated for all tasks that are progressed, but not complete. Even tasks that are 90% complete show all the original hours remain in the resource's workload. Perhaps
Persistent "Always Offline" Issue with Zoho Desk
Our team has been experiencing persistent "Always Offline" status, which is severely impacting our ability to serve our customers effectively. We need your assistance in resolving this problem. Could you please: Investigate the root cause of this "Always
Add a portal user form within an app.
Hi, Is it possible to add a portal user via a button from within an app? I tried some code from ChatGPT, but unsurprisingly it didn't work. I want to this as a time-saving measure, i.e. one customer can have a different role and be able to allocate
Lets increase the 25MB Limit of spreadsheet file size to at least 50MB.
Lets increase the 25MB Limit of spreadsheet file size to at least 50MB.
Accounting on the Go Series-45:Streamline Your Workflow-Set Your Preferred Opening Screen in Zoho Books
Hello all, We are back with another feature that takes your convenience to the next level. Typically, when you open an app, it defaults to a standard page, and you have to navigate to the page you actually need. But what if we told you that with Zoho
Zoho Sites - Dynamic Content - Invoice Page
I am using Zoho Sites to create a Quote Page to display dynamic content from a Zoho CRM Invoice record: We need to be able to fetch a CRM Invoice record and display info in the html as dynamic variables. I have gone through the dynamic content documentation
Urgent: Issues with Bin Locations in Zoho Inventory
Dear Zoho Inventory Support Team, I hope this message finds you well. I am reaching out to address some critical issues we have encountered regarding the functionality of Bin Locations in Zoho Inventory. As a valued user of your platform, it is imperative
Overloaded Notification Center?
I'm the administrator of Zoho Desk, so all the rules involving connections, scripts and activities are on me. For example, adding a comment in a workflow results in it being under my name in that ticket. Is that why I keep getting notifications on tickets
Bulk add project to expenses
Hello, I just upgraded in order to be able to use the project feature. I have hundreds of expenses already posted that I want to assign to projects in bulk, but that doesn't seem to be an option. Is there a workaround? Thanks! Jennifer
Unsubscription feedback data
In Zoho, I set up an Unsubscribe feedback survey on my email drip campaigns, so that people who unsubscribe can indicate why they unsubscribed from our mailing list (i.e., too many emails, not relevant to me, etc.). Where can I find the data of people
AutoForward Bank Statements
There is a new feature in Books where we can auto-forward bank statements from email to a special Books address. If this for countries outside of the US? I find it confusing because there are no banks or credit card companies in the US that I am aware
How to clear account payable with manual journal
Hi.... i using zoho books for 6 months so I'm having a problem with account payable. I'm using a free version so i can't add bills whenever i owe someone money so i decided to use manual journal. (Eg: i got a product for 500$ i need to pay that money
Sync with CRM keeps pausing
Hi, My sync doesn't work and keeps pausing without a good result. It's with contacts module, i have tried all kinds of different settings but keeps going wrong. Does anyone have an idea what to do?
Data Format
I am in the process of moving from MailChimp to Zoho Campaigns for our email campaigns. I recently sent out a campaign that used a merge field that pulled through a date from a date field in Zoho CRM. The email was to tell customers that their subscription was to expire on the 1st August 2016. In Zoho CRM the date field follows the UK format DD/MM/YYYY. However, we have had very confused customers asking why they have received an email telling them their subscription expires on 8th January. The
Copy one field to another in the deals module
Hello - I am trying to do something that is really simple, but I am completely stuck on how to do it. Since Zoho CRM does not allow you to create a formula field that gets a value from another formula field, I have created a dummy field to hold the value
Multiple columns in specific sections
Is there any way that I can have more than one column in Zoho Forms? Also, I don't want the same number of columns for the entire form. Certain section will have 1 column, others 2 and some even 3. Please let me know if this is possible.
How to create email cadences in Zoho CRM with workflows
Hi There, I am trying to create a workflow in Zoho CRM that allows us to do the following: 1) Go to contact and click "enroll in cadence" 2) 15 days later email 1 sends to Contact & updates enroll in cadence filed to email 1 sent 3) 15 days later, if
Can I insert a note or attachment to a mass email?
Hello, I would like to be able to create a mass email based on criteria (we already do this), and then attach documents or notes from the Account into each email. But each attachment or Note will need to be specific to that Account...not the same document
Cannot See My Email Templates
I've created a few email templates, some against Leads, some against Contacts. But when I save them, they are not listed in the Email Templates list in Setup. The default Big Deal one is there, so is the first Leads one I created yesterday, but none since. But, when I go to email a contact (from the Contact record or through Mass Email, I get my templates available in the list of templates to choose from. Problem is, I need to edit the template, not the individual email, and I can't get to it!
What do you get with Zoho Office Integrator?
Hello Zoho Office Integrator users! If you are new to Zoho Office Integrator or aren't sure of its full potential, then this article is for you. In case you didn't know, Zoho Office Integrator includes full-featured editors that allow you to create not
How does on create a outgoing only email account in Zoho? Like a no-reply@.......com email i.d
I wish to perform some email marketing and wanted to create a no-reply - outgoing email only. If a user sends a message to that it do snot accept in-bound mails. Any idea how to create one?
Spotlight Series #21: Link data to charts and tables in three easy ways
Your audience won't remember your content if you simply say, "Our growth rate has increased." Instead, try, "Our growth rate has increased from 11% to 20% in just 6 months." Adding data is the best way to make your presentation more memorable. Visualizing
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