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
Considering ZOHO for family custom domain name email hosting
I currently am using Gmail for my email hosting however the free plan that I was using for several years is about to be going away and replaced with a $6 a month per user account. With me only using email this isn't worth it for me to keep Gmail. Is
Scan to email stopped working
Hi, I have an HP OfficeJet Pro 8610 with a function for scanning to email. For months it's been working fine and I've been able to scan documents which then get emailed to my zoho account. In the last few weeks something has changed, I now get a 'Protocol
Return signed PDF inside Zoho CRM - Custom module
Hi, Zoho tried to help me multiple times (thanks to them for that!) but the conclusion is that it's impossible to do what I want... is it really!? We have NDAs (non-disclosure agreements) to sign, and once signed, I want the PDF to return as an attachment
Text background turns black
Hello! When i send a mail, or copy text on the compose window, my text background turns dark. Please help!
How to capture last communication with customer
Hello, We're looking to run a report in Analytics against Desk that will identify the last public comment or the last reply to a customer. Is there a way to extract the last public comment date from tickets as well as the last reply to the contact? Thanks
Website is down - need immediate action - not able to instal SSL certificate
Hello Team, We are facing trouble in installing SSL. Certificate issued by GoDaddy, we are not able to add SSL. Please need an immediate action.
getting { code: 120121, message: 'Invalid Custom field index provided.' } while creating contact in zoho inventory
{ contact_name: String(mobileNumber), custom_fields: [ { value: "", index: 1, }, { value: "", index: 2, }, { value: "", index: 3, }, ], } This is my custom_fields Please can anyone tell why I am getting this error. Hoping for fast reply, thanks in a
Introducing "Create Shift" for efficient scheduling
Creating shifts just got a lot easier with the new Create Shift feature. This feature simplifies shift management by integrating this option directly into the Temps Roster View, Jobs Roster View, and global creation. This enhancement not only reduces
Convert cash account to bank account
Hi, I set up a couple of cash accounts and now realize that it would have been better if I had set them up as manual bank accounts (in order to view the registers through banking and reconcile the accounts). It doesn't appear that I can convert the account
Zoho mail not sending to some mail clients
I am able to receive mails from everywhere able to send mails to gmail and other clients as well. But on some of the clients mail not receiving some time before they are receiving everywhere but now we are trying from last two days with no luck. My super
Customize 404 Error Page
Good Morning again! Would you please tell me how can I customize my 404 error page? Thanks, Luis
Templates for multiple modules
I am setting up my CRM, and I am stunned to learn that you can't access templates across multiple modules. For instance, if you want to work out of the CRM, and you want to email one template to a Contact, another to a Lead, and another to an Account,
ongoing bank sync problems
My bank feed broke May 14th 2021 Since then I just get an endless stream of we are working on it, "Kindly bear with us for sometime" from support Multiple times I have asked to speak to managers and half the time they don't call at all. If they do call
Power of Automation :: Automatically update task owner based on the team associated.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-
The "Reason for loss" field in the Deals module is now a picklist field
Dear All, We hope you're well! We are pleased to announce that we have updated the "Reason for loss" field as a system-defined picklist field. Currently in Zoho CRM, when a deal is lost, the reason for the loss is collected as a descriptive form and
Channel and Chat ID Visibility in Zoho Cliq Admin Interface
Dear Zoho Cliq Support, I'm writing to propose a valuable feature request that would streamline data management and improve user experience within Zoho Cliq: enhanced visibility and accessibility of channel and chat IDs. Current Limitation: Currently,
【Zoho CRM】タグ [自動番号]機能について
お世話なっております。もう既に過去に質問が上がっているかもしれませんが、内容を確認したく投稿致します。 弊社のオリジナルの形式で請求書のテンプレートを作成しております。そのなかで請求書の発番を、弊社特有の"接頭語+日付+シリアル番号"の形式にしたいと考えておりますが、以下の様な考え方でよいでしょうか？ 例）カスタムタグ登録の内容 接頭語・・・"xxx" 会社の略称に基づいた英文字 日付・・・”{YY}{MM}{DD}” Zohoの機能にある日付の挿入 シリアル番号・・・開始番号は"01" 初期値で、この例では2桁に設定している
Map with "\" when adding text variable
Hi all, I'm trying to create an invoice on Quickbooks from Zoho Creator using the intuit.quickbooks.create deluge command. How it's supposed to work is that the user selects all the Invoice lines from a report, and then it clicks an "Invoice" button that will execute a function to create the Invoice on Quickbooks. To get the Invoice Lines data I'm using the following code: //Generate Invoice Lines InvoiceLines = Map(); LineNum = 1; AllLines = ""; for each line in getRevenues { InvoiceLines.put("LineNum",LineNum);
Embeded PDF not working on mobile
I'm creating pages that have embedded PDFs that should render the PDF on the browser for the user when they navigate to that page. This works as expected on desktop and laptop, but it doesn't work on mobile. The PDF viewer fails to load without any messages.
Request for Accurate Human Translation
Hello, I've been testing Zoho People recently, and I've noticed that the current French translation is inadequate for effective use. I believe that having a proper translation done by a real human would be relatively quick compared to the immense benefit
Dependent Field
I am looking for a way to accomplish the following: I have a dropdown field which is a list of names labeled "Property Accountant". I need the accountant's email address to be associated with their name, preferably hidden. Then, when the form is submitted,
Formatting a field
Hi, I use the "Terms & Conditions" field within my forms; I copy and paste from word. However, parts of the text are underlined (like a hyperlink) when viewing the published form. I have attached a screenshot. How do I work around this? Please be gentle,
Analyze your investments easily with Zoho Writer's new formulas
Hey Zoho Writer users! We are happy to let you know that we have enhanced Zoho Writer's formula with new functions to calculate your investment's present value (PV), net present value (NPV), and future value (FV). These functions can help you determine
Zoho Sign Templates in Zoho CRM
We are glad to announce the release of the templates feature within the Zoho Sign extension of CRM. With templates, put an end to the never ending process of drafting and sending signature requests. Not just that, the new feature also has the ability
Introducing bulk additions for subforms via lookup and subform permissions for Zoho CRM.
Hello Enterprise Community We are thrilled to introduce two highly anticipated subform features: 1. Bulk Additions for Subforms via Lookup 2. Enhanced Subform Permissions Let's explore these exciting updates: Bulk Additions for Subforms via Lookup Say
How to Upload Report in zoho drive from zoho creator as a pdf
Hi, I am using Zoho Creator and am sending an email to the customer with a copy of its record Now I want to upload this pdf file into Zoho WorkDrive how do I achieve this?
Error: Improper Statement
My Code: htmlpage Frame(Display_Booking) displayname = "EmbeddedView" content <%{%> <div elName='zc-component' formLinkName='Display' params='zc_Header=false&zc_SuccMsg=Data Added Successfully!&zc_SubmitVal=Submit&zc_ResetVal=Reset&Display_Booking=<%=Display_Booking%>' >Loading Form...</div> <div elName='zc-component' viewLinkName='Booking_Summary_Report' params='zc_Header=true&ID=<%=Display_Booking%>'></div> <% Userselectedid = input.Display_Booking.toLong();
First time mapping form fields to crm fields. What is ${trigger.SingleLine}?
I'm using the Zoho CRM - Create or update lead action in Forms and the setup page shows fields in my CRM.Leads module on the left side and the fields of my form on the right side. What now? If I click on a field from my form it inserts this weird statement
Zoho Commerce Major Display Issues Across Webstore
Dear Support Team, I am writing to report a significant display issue affecting our entire Webstore. Upon accessing our website：https://switeu.zohocommerce.eu/, the following problems are consistently observed across all pages: Overly Large Magnifying
When will Zoho Support Grammarly in its applications?
I use Grammarly all the time to write emails, content etc. It has become an essential tool to correct my work and help me present a consistent style. However, it doesn't work with many Zoho applications, including Zoho Writer. The Chrome extension does,
Raising sales invoices and sales order
When raising an invoice or sales order , I have the ability to come up with any item details I want which is not right . For instance instead of Nike_test my intern spelt out just Nike (note this doesn't exist in my inventory list ) and he was able to
Create a ticket on Zoho Desk from the bot
We are trying to create a ticket on Zoho Desk from the bot. We want the chat history and the file attachment to show on the ticket, but we get a null return when we try to pull the information. Please see attached.
Zoho Finance Limitations 2.0: #21 Tracking Serial Numbers for products with transactions
Scenario: User sells widgets and decides at a later date to track serial numbers. The user is unable to do so because the following error pops up: Almost there, but... Serial Number cannot be enabled for items which already have transactions What is the
Does the functionality exist to review and approve a booking request before it is automatically confirmed?
Hello everyone, Does the functionality exist where once the booking request is submitted by the customer, the staff member receives the request and has the opportunity to accept or provide an alternative time proposal before the booking is confirmed back
Zoho One's newest feature roll-outs
Greetings to all Zoho One users out there! We're excited to inform you about the new features unveiled in the Admin Panel of Zoho One recently. Here's a brief account of each of them. Device Authentication: Manage the desktop login of your device with
How do I populate a field on Account with data from a field on Deal?
We have some fields on Deals that we would like to transfer and populate fields on the Account once a deal is won. We have a workflow that changes some list-type fields when Deal Stage IS Closed Won. We would like to populate Account fields at the same
How do I change default sort of Open Tasks
How do I change default sort of Open Tasks listed on the Home page. For some reason my system is showing tasks way out in the future, I want to have it default to closest date so I don't have to keep clicking the date sort order button. Any help appreciated
Zoho Embedded App JS SDK - use ZOHO.CRM.CONNECTION.invoke() to upload file to WorkDrive
I have been attempting to use the Zoho Embedded App JS SDK to create a widget, and using a CRM connection (ZOHO.CRM.CONNECTION) to communicate with WorkDrive. The client that the application is being developed for requires the widget to be able to upload
Reminder to follow-up with someone
It seems that one of the most basic uses for a CRM is to schedule reminders to follow-up with someone after a set period of time. So if I want to send an email to someone a week after we met, what is the best way to do this? I can create a task under the contact saying to email the person, and then ask for a reminder to be sent to my email. But the email reminder doesn't contain any of the contact details for the individual, so I still have to go login to Zoho to see that basic info. Is there
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