Product Tour
Is there a specific tool for creating a product tour guide for my platform within Zoho applications? I need a product tour tool for my platform, and I'm wondering if Zoho offers any tools for this purpose. If so, please share the names.
Need help understanding blocked email
For the second time in about six months, one of my users Zoho One email addresses has been blocked in CRM. Each time, an email request to remove the block, sent from the blocked email address to Zoho One support, has resolved the situation. She exists
Power of Automation :: Add a comment automatically once the task status is updated
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Unable to access my website https://crossroadsadventure.earth/
Warning: Cannot modify header information - headers already sent by (output started at /home/dh_ajrrrv/crossroadsadventure.earth/index.php:3) in /home/dh_ajrrrv/crossroadsadventure.earth/wp-content/plugins/nitropack/functions.php on line 3071
Marketer's Space: A Look Into Personalization - How to Tailor Customer Experience Through Segmentation, Merge Tags, Journeys, and Dynamic Content
Hello marketers, Welcome to another post in Marketer's Space. In today's competitive market, personalizing your marketing campaigns is no longer optional—it's essential. Personalization tailors your marketing campaigns to individual customers based on
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Can't send any email and i don't get why even after i read policy. Even i tried to send email to support@zoho.com but still not working and can't get any help. How can i fix
Does Zoho Mail Support Embedding iframes?
I want to Share a Zoho Sheet in Zoho Mail. Publishing it gives me an iframe, but embedding it in the html does not seem to work
This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details when i try to add the domain msaeed.tech
Can't add users getting error"Z101:Oops! Something went wrong. Try again later"
Hi I'm getting this error when adding new user emails. How can I fix this
Projects Health Status
I need to automate the Project Health Status in Zoho Projects to display as Red, Green, or Amber based on specific criteria. How can I achieve this?
Drag and Drop files as attachments
Is the ability to Drag and Drop files to attachments in the future for Zoho CRM? This would be a great feature.
Non-mandatory Fields in Blueprint
Hello, I've created a blueprint in Zoho CRM and I've added an associated item with fields that I would like to pop up for that stage. Right now when the fields come up, they are showing as mandatory and the stage won't change until information is added.
Zoho Forms
Is it possible to add auto fill to form fields, so that the browser will trigger the auto fill of the fields like name, email, address, etc
Zoho Creator | Auto Number
Hi this is working but is it possible don't update the one autonumber field if it's not selected. latestDP = Client_Submit_Card[ID != 0].maximum(DP_Auto_Number); latestJSP = Client_Submit_Card[ID != 0].maximum(JSP_Auto_Number); vendorsValue = input.Vendors;
How to post announcement to all users in help center (and send via email)
Is there a way to post an announcement in the community and have it emailed to all users in a help center?
How to make most of your Zoho CRM-Cliq Integration
Well, hello there everyone! If you've been following our blogs, you would have definitely seen the one about the integration between Zoho CRM and Cliq. Here's a post to shed some light on the integration. What is this "integration"? Excellent question. With this integration, your CRM account will now be connected to Cliq so as to be able to control most of your CRM's workings straight from your sales team channel. Setting it up A user with Administrator privileges can set up the Cliq integration
Zoho CRM currently experiencing slowness.!
Hello Enterprise Community, It has been brought to our attention that our Zoho CRM is experiencing slowness, and a few users have reported the same issue. Our developers have identified the problem and are working on it with top priority. I'll share the
If checkbox is ticked, make file upload in the Attachments section mandatory
Hi there, I was wondering if it is possible to make a file upload in the Attachments section of an Account record mandatory after the user has ticked a specific checkbox in the very same Account record. I would like the user to be drawn to that section
Publishing in a specific language
Is it possible to have a "?lang=XX" paramters in the URL to force a published form/page/report in a specific language? (Zoho Analytics can do this)
Zoho flow workflow issue
HI i am trying to make a zoho flow whereby responses are sent in to a zoho form. this is the trigger. i then need this to be processed by using a custom function to read the responses and then from this make a custom project based on the name of the person
Quick Links
We are using multiple zoho product - Zoho CRM,Zoho Desk,Zoho SalesIQ,Zoho Social, Zoho Pagesence, Zoho Booking, Zoho Campaigns It's hard remember the links, Is there option to customize show only the apps we have purchased when we click Access you App
Announcement: Canada In-person Zoho User Group Meetups - Stepping Up Your Customer Experience Game
Hello, Zoho Community! We're elated to announce the next leg of Canada Zoho User Group (ZUG) In-person Meetups. Upon collective feedback from our users, we've curated an engaging agenda to provide practical solutions for seamless customer service, and
Zoho Desk Advanced Web Form vs Zoho Forms
1) I'm just getting started with setting up Zoho Desk. What are the advantages / disadvantages for creating forms in Zoho Forms and using them to create tickets in Zoho Desk vs just utilizing the Desk Advanced Web Form? 2) Regarding the Zoho Desk Advanced Web Form, can I include other fields for the user to complete before submitting the form? The fields currently available seem very limited. So far I'm loving Zoho but a bit overwhelmed with the variety of ways I can use the cross-over features
Error facing while adding Commerce to Zoho One
Hi I'm in Zoho One free trial and I am trying to add Commerce to my Zoho One account and while adding it I am getting pop-up on my screen with a message of Error Occured! Can somebody help me solve this issue with immediate effect as I am supposed to
Integration of Zoho Recruit and Outlook Calendar
I am looking for a real integration when it comes to arranging live interview. I hope Zoho Recruit can read my calendar, then allow me to choose few available slots from my calendar, then email to candidate. In return, candidate will choose the preferred
Zoho Desk Chat not showing up on my site
Zoho Desk Chat is not showing on my site after everything worked great, this is the code showing up on my production env (anonymized): <script>var $zoho= $zoho || {livedesk:{values:{},ready:function(){}}};var d=document;s=d.createElement("script");s.type="text/javascript";s.defer=true;s.src="https://salesiq.zoho.com/support.private/float.ls?embedname=private";t=d.getElementsByTagName("script")[0];t.parentNode.insertBefore(s,t);</script>
Zoho Desk - Customer Portal
I have a software platform where users use the mail and password to sign in. Can I add customers with the same mails and password for the user to access with in the customer portal in Zoho desk. I can update password daily. So, 1. Is there a way to add/update
How do I put a date into a custom field?
I'm trying to build a code where I need the field I created, "Created Time", and populate it with the current date whenever the ticket is created. Every time I run my code, however, I receive an error: {"errorCode":"UNPROCESSABLE_ENTITY","message":"An
Assign records based on user roles in an organization.
Hello Enterprise Community, I am super excited to share a new addition to the assignment rules in Zoho CRM. When setting assignment rules, administrators can choose to automate all records or only records which match specific criteria. The criteria can
UnShare a password that is shared with me ?
I have a list of password thata have been shared with me. Some of them are no longer valid. I tried ton contact the person who shared the password with me, but with no success (ie, this persone doesn't manage his vault). I couldn't find a way to remove shared passwords from my Vault. How should I proceed. Thanks
Add to picklist dynamically in a subform
I have a form with a subform The subform has a dropdown field wich is dinamically populated accordingly to a value inputed at a form fieldI have this code triggered on add row event: ListProd = F_Produtos [Fabrica_Produtos = input.Fabrica_Encomenda]; row.Produto_ItEncomenda:ui.add(ListProd.ID.getall()); It works great when i add a row, but if i want to update a row, the script obviously won't run and the picklist shows all the values, not only the ones needed. I guess an "on focus" event would
Zoho Form Intergration with Zoho Deslk
Hi There, I have created multiple forms and all of them are integrated with Zoho desk, the purpose of the forms is to create tickets. one form works when submitted, it raises the ticket, however the rest of the forms do not raise a ticket after submitting
Not split my 50 50 URL's exactly
I am preforming split URL testing on my website but over the months not getting exact data. please suggest how we can trust 50 50% Split URL Testing.
Tips y Buenas Prácticas en Zoho CRM
Hola a todos, Quisiera abrir un espacio de discusión para compartir y debatir sobre los mejores consejos y buenas prácticas al usar Zoho CRM. Nos encantaría saber cuáles son las estrategias y configuraciones que os han funcionado mejor y qué recomendaciones
Early Payment Discount Custom Field Calculations (Invoice Date + 7 Days & Calculate 2%*-1 of Invoice Total) and then Feed Through to Adjustments
Hi, I am wanting to incorporate some calculations for an Early Payment Discount on the invoice. I am trying to add 2 x Custom Fields which both do calculations on the invoice and then update the adjustments field at the bottom of invoice I need to calculate
Cómo agregar contactos a campañas filtrando por campos de cuenta
Hola, hemos retomado el proyecto Zoho CRM y algo que podíamos hacer hace un año ahora no podemos. No sé si es porque no encontramos la forma, o porque Zoho ha eliminado la posibilidad. Nosotros tenemos mucha información en los campos de la cuenta (sector, facturación, empleados....). Esta información antes la podíamos utilizar para hacer segmentaciones de contactos al añadirlos a campañas. Pero ahora sólo podemos filtrar por campos de contacto. Por ejemplo. Podíamos escoger contactos que fueran
How do we contact Zoho Flow?
We have now been attempting to contact Zoho Flow's support team for nearly a month. We have sent countless emails, and received no meaningful replies. We have set up over ten supposed support calls, but no Zoho Flow representative ever attends the call.
'UNDO-REDO' options in Zoho Writer
Hi, While typing in Zoho Writer, if you delete any items, you cannot recover them. Therefore, I wish to add an undo-redo option in Zoho Writer. It would be helpful for making small changes to the document.
Trying to figure out how to update every subtask status when the main task status changes
I'm trying to use custom functions to update every subtask status to match the main task when it changes, but I'm getting nowhere. I'm surprised this hasn't been asked before, since it seems like a fairly simple concept, anyone have any idea how it could
Discover and manage duplicate images with Zia Vision
Hello everyone, We are thrilled to announce the release of a new feature in Zia Vision: Duplicate Image Detection. This will help you identify duplicate facial images within a module, enhancing data accuracy in your CRM. What is Duplicate Image Detection?
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