Zoho Meeting Transcript button only toggles On but not toggle OFF
Hello, While viewing a meeting recording on my Chrome web browser, I clicked on the "Transcript" button to toggle ON the transcript for the recording, and the transcript shows, but with a smaller screen. But when I clicked the "Transcript" button again
Dúvidas do Zoho CRM
Olá Pessoal, Criei esse tópico para possam colocar as suas dúvidas sobre o Zoho CRM. Segue um vídeo de Overview do Zoho CRM. https://www.youtube.com/watch?v=r69MpucEBCU
Bank feed missing transactions
My bank feed to HSBC is updating the ballance's correctly but is not pulling the transactions. The last transaction pulled was on the 25th June 24. I am missing all the transactions on the 28th June. However, when I refresh the feeds the ballance is correct
Agent on Holday
Is it possible that if an Agent is on holiday, that tickets can be temporarily assigned or something similar to another agent or Team? So the Agent would amend a setting somewhere or mark himself on holiday somewhere and the reassignment or notification
Remove "Visit Summary" Section
We're not using Campaigns or anything else but still have the "Visit Summary" section on the Contacts and Leads layouts. We're not able to delete. Please advise.
Share and Co-work in your Notebooks!
Hi All, Earlier last year, we added the capability to share note cards with your peers and friends, with either read or write access. Since then, we’ve received a lot of requests from our users to share entire notebooks, and we’ve obliged. We're glad
Two Mileage rates - Reimbursement and Invoices
When employees enter an expense that is billable to a customer we want to have 2 rates on that expense. One rate is the expense rate that is reimbursed to the employee for example $0.XX per km and a different rate that is billed to the client for those
Retrieving Payment Links for Existing Invoices in Zoho Books API
Hi, I'm trying to find a way to retrieve the payment link for existing invoices in my Zoho Books account using the Zoho Books API. While the API offers functionalities to obtain invoice details through various parameters, I haven't been able to locate
Zoho Finance Limitations 2.0 #20: Inventory Management System with no proper "Stock Count" Report.
Zoho inventory does have some nice features, however like Zoho Books, the reporting side of things comes up short. Being labelled as an Inventory Management System you would hope it contains a decent Stock Count report but unfortunately it does not (or
Zoho Sign API - Error while Sending document for signature
Using Zoho Sign API, I am trying to send the document for signature using curl. I get error code 9039. Request is attched in the file. Any solution will be apprciated. { "code": 9039, "message": "Unable to process your request", "status": "failure"
Viewing current financial year Zoho books
Hi, How can we adjust zoho books and inventory to current financial year so that We can view only running year sales order and invoices. What is happening right Now is , when we arrange sales order or invoice in ascending order or descending order, entire
Zoho CRM Mobile App - Share Deal Record Link
Hi, Our sales team is in the field (with no access to a Laptop). The need to be able to share Zoho CRM record information to the office via email or slack. There is no way for them to share the Zoho Deal Url or Zoho Account URL via the app. Does anyone have a workaround for this?
Image bug
Hi, I would like to report an urgent bug for image display. If I try to display a A module uploaded image in B module thru Then all image field in B module will wrongly display those displayed picture in related list record.
Passing information from CRM module to ZohoBooks platform
Hi there, I use the native quote, sales order, and invoice modules within the Zoho CRM application. I need to pass that information off to the ZohoBooks application's invoicing module. However it doesn't appear the two systems talk to each other. The "integration" they have currently is a seperate "zoho finance" tab within the CRM that can't talk to any of the native CRM moduies to pull their information (sales order details, invoice details, etc) and appears to be just by a skin/input area to create
API trigger when image is received over an email
Hello, Can API be triggered once an image is received from a customer on Zoho and change a ticket owner ?
How to customise Authorisation Request email
How do I access the template for the authorisation request section in blueprints ? When the email comes through it has no styling at all and could be mistaken for a phishing email Where can I change this as I can't find it in the Template section
Workflow field updates to clear value?
I have a date field that I want to clear when a workflow rule is triggered. When I create the field update, I just leave the value blank for the field blank but get an error saying a value is required. Is there an argument or special variable I could
How to Distinct the Drop Down field values in form?
Hello Team, We need to distinct the values which from lookup field in form on user input event in Zoho Creator. Thanks in Advance, Thisai Moorthy.
How can we remove the Stage Bar in Deals?
The Stage Bar is great, awesome, unfortunately any person can change to any stage without criteria verification. We are using another awesome Zoho CRM feature for this "Blueprints". We can at least verify some fields are right before changing to some Stages. Now we need to hide the Stage Bar. It helps 0 zero to keep it there. How can we get this done? Creating a custom module for "Deals"? Can Leads be converted to a custom module?
Need SOMEONE'S Help! B2C CRM issues. Need anyone that works in construction, Labor/Service, Roofing etc
Has ANYONE created a successful System process in Zoho CRM that works? I own a roofing company and currently use JobNimbus. I love ZOHO and don't want to give up as I SEE the amazing potential! But, I feel i'm wasting my time! Just when I feel i'm getting
Year to date comparisons in widgets
Hi, I want to know how to configure a widget to compare a metric's current value against its value in the previous year (at the same day/month point of time). For example, cumulative revenue from Jan 1st to June 20th 2024 compared to the same period last
Accessing the values in a dropdown or lookup field in a page script
Hi How can I access, in an html page script, the values (not the records) that exist in either a dropdown or a lookup field? I want to store these values as a variable in the page script. Thanks Dave
Custom Fields Limit
My edition says I'm allowed 10 custom fields, and I only have 5, but when I try to create a new one, it tells me I can't create any more custom fields, and I have to upgrade my edition. Any suggestions?
CRM Workflow Automation - Monthly Recurring Emails to Deal Contact
Hello, I'm trying to send an email to all Deal records that meet a certain criteria (not stage based - this would be field based) on the 1st of every month. The only option for this seems to be the date/time field, which does offer a monthly recurrence.
Form - Field Formula - Set a date to NULL
In a form, how do I set a formula field date to null? It does not work.... If(Not(Contains(Trial_Period, 'NA')), AddDate(Dateofjoining, ToNumber(SubString(Trial_Period,1,1)), 'Month'), null) Field - 'null' does not exist in this form If(Not(Contains(Trial_Period,
Lookup fields limited to 5
Hello everyone, Does anyone know why the lookup fields are limited to only five? Is there any way to create more? I would kind of defeat the purpose of the CRM to not be able to create dozens of them! Thanks! Moderation Update (4th July 2024): We are
Ability to remove public views by the super admin in the Zoho CRM app
Hi Guys, We currently implemented Zoho CRM for my team. One disappointment that I have is as a super admin I would want to control the views on the records my team has. And some of the default public views don't make sense in my organisation. Is it possible
how to make multiple portals for my sub-brands?
Hello, as example: I have main Brand called X and sub brands called Y , Z, in my portals i can see only X. the question is: How i can add portals for Y and Z so i can manage all my brands from one place. thanks in advance
Zoho Forms
Hi there, I have a form in my blog section as a widget that captures only the email id. Is there any way I can attach the blog URL automatically and send email notification?
Zoho CRM not supporting Chrome extensions
With the recent Zoho CRM UI changes all the Chrome extensions stopped working. Is this intentional change by Zoho or any other reason. This issue is due to usage iframe in Zoho One UI. CRM is loaded in iframe, so it's not allowing to access elements.
Zoho Flow just triggers when Flow creator does the specific action
Hello, I created a Flow in Zoho Flow with the trigger "Spreadsheet Created" (Zoho Sheet). The flow triggers when I add a spreadsheet to a Team Folder I created in Zoho Workdrive. However, if another user (admin or not) uploads a spreadsheet to the same
Favourite Email Template - Zoho CRM
Hello, If you save a favourite Email Template in CRM, should this apply as the default template when sending an email? Example... I have a Quote Email Template. I have selected it as my favourite but it does not populate in the email automatically when
Power of Automation :: Automatic trigger of email alerts upon Project completion.
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:-
Zoho Table Automation - When Date Arrive
Is there an automation on Zoho Table based on date? Just like in Zoho CRM? Like I created a column on table named due date, I would like to send an email notification when due date is coming, and past due.
Mobile phone custom variable in signatures
Hi, We are using the {{user.mobile}} variable to show the user's mobile phone in the email signature. The problem is that we cannot get anyone's mobile numbers to appear. All users have a mobile number defined in their Zoho profile, as well as their Account
How to do the base conversion of currency in Zoho Books by using API
Hello Team, If there is an API call available, we must use it to update the currency value on a daily basis. Thanks & Regards, Thisai Moorthy.
Reports tags
The report by tags is very important but this is very restricted because for all transactions I can associate tags more in reports I can not take reports by tags or I can only more for 3 modules and I find this very bad. Because I use the tags as cost centers and I have as a "commercial" department I will make an expense and I will associate the tag to the commercial department, then I want to take a report of expenses by tag only from the "commercial" department. So how do you tagged your expenses?
Record Expense discount
We are a nonprofit where we receive discounts on items that we purchase. They are sometimes gift cards provided by donors, sometimes accumulated discounts that the retail store provides in the form of a store credit. A copy of a typical receipt shows
Billable Expenses directly set-off against payment
In my business, I keep incurring expenses on behalf of my clients on daily basis and we don't raise Invoices for such reimbursements. It gets reimbursed from client based on proof of expenses. Currently in Zoho books, I can only setoff the billable expenses
Zoho Sheet : la toute nouvelle feuille de calcul
Zoho Sheet est passé d'un simple tableur pour la collecte de données et les calculs à une puissante application dotée d'une intelligence artificielle pour une analyse transparente. Grâce à ses dernières mises à jour, Zoho Sheet permet aux utilisateurs
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