Free Webinar - Digital signatures for digital contract management with Zoho CRM
Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
Power of Automation :: Automatic creation of an issue once the task status is updated to ‘Overdue’
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
Security in zoho crm when using credit card info
Hi! In order to make online payments through zoho crm, I created a new kiosk with some input fields (card number, exp date, cvv ecc). Then, the information is sent (through an envokeURL function I created using API) to an external service that manages
Tip #23- Enhancing security during remote support sessions- 'Insider Insights'
Hello Zoho Assist Community! We are back again this week with another setting from Preferences: Security. Ensuring the security of remote support sessions is crucial, especially when sensitive data is frequently accessed during these interactions. It’s
How to Create a Widget in a report in Zoho Creator?
Hello Team, We need to create a widget for a specific records in some report of Zoho Creator. can you please suggest a way to achieve it's. Thanks & Regards, Thisai Moorthy.
Apply Filter to multiple tabs in a Dashboard
Like the subject says, I have a Dashboard with 6 tabs across the top first tab is an overview Subsequent tabs are different views of the same data, to show computers that are out of compliance ie. needs operating system upgrade, not enough RAM etc. All
Trying to count number of records meeting certain criteria and write integer to custom field
I would like to count the number of records in "module1" meeting a certain set of criteria, then take that number of records and write to a custom field on "module2". Something along the lines of : SELECT * from module1 WHERE module1.phase = module2.phase
Zoom Meeting and MS teams integration in Calendar events - Zoho Mail app - iOS
Hello everyone! We're excited to announce that the latest iOS version (v2.8.17) of the Zoho Mail mobile app now supports Zoom and MS Teams integration for Calendar events. With this update, any Zoom Meeting and MS Teams Meeting extensions configured in
Marketer's Space - Unlocking Customer Insights: A Deep Dive into the Website Analytics Module – Part 1
Hello marketers, Website Analytics is a powerful tool for marketers like you. It enables you to make data-driven decisions so that you can focus on creating marketing plans and optimizing campaigns. You gain a deeper understanding of your customers, their
Configure 'Reply All' as default - Zoho Mail Android
Hello everyone! In the Android version(v2.6.22) of the Zoho Mail mobile app, we have added support for an option to set the 'Reply All' option as default while composing an email. Steps to do so: Go on to the Zoho Mail mobile app. Tap the 'Hamburger icon'
Project not available in sales orders
Hi, Could you tell me why projects are not available in Sales Orders? As a work around I start by using estimates, but the project do not follow in the Sales orders, wich is a problem to follow all invoices on a project. If I use estimates, I cannot partially
Convert Plain text to Rich text - Zoho Mail Android
Hello everyone! In the Android version(v2.6.20.2) of the Zoho Mail mobile app, we have added support for the below mentioned functionalities: Plain Text Mode: Now, you have the provision to view or compose emails in Plain Text mode right from your mobile
Overlapping schedule
Hello, I recently started developping an app with Zoho. I am trying to build a form that will allow another user to enter a DateTime for an appointment. Once the time is picked, i want it reserved in a schedule. My problem is: After user A picks monday 9am to 10am, i don't want user B to be able to pick times between that timeframe. I want to avoid all overlaps. Also, is it possible to change the precision of the Date-Time field? I dont need to pick "december 3rd at 9:52.54".
Can i integrate Xero with Zoho
Can i integrate Xero with Zoho, and is this available with the free package or the professional?
Can I push stateless form entries into subform (inline) in another mainform?
My client wants to log all calls that come in from their registered customers. This will very quickly chew up their record limit. I am trying to figure out the best way to do this which balances simple UI with minimal record usage. One idea is to make
Zoho Desk and jira integration issue
Hi Zoho support, May we ask for your assistance as we are encountering issue when we create JIRA issue via zoho desk please see screenshot below for reference error: "support.integ.jira.file.a.issue.problem"
Zoho Analytics Error
Hi Team, I have been facing this issue with my dashboard. Kindly provide me a solution for this.
Notifications not loading
Hi, i am having a issue with the notifications seems like do not load correctly. I deleted cache, cookies, i tried with another browser, from different devices but I have the same issue.
Announcing Zoho Apptics' global availability
Hello, Apptics community! We are thrilled and excited to announce the public release of Zoho Apptics that happened at the US Zoholics, Austin in June 2024. Everyone around the globe can now access Apptics to collect, visualize, and analyze in-app data
Sending email to Lead owners about the leads at the EOD
I have tried creating a piece a code in which i need to send the lead count to the respective owners for the leads that are created today at the EOD. I am not able to retrieve all the leads as it is just showing one lead for each user even if there are
Print Layout to pdf
Hi all, A helpful idea: is there a way to create a layout for the techs to complete and be able to print it in PDF for the end user to sign? We can then scan the form and attach it to the ticket. This would be helpful when we do deskside or onsite support.
How to customize URLs to be dynamic in E-Mail Templates?
We want to setup E-Mails with specific URLs for every contact, but it is not allowed to use record variables in URLs in templates. Is there a workaround?
Label name limited to 50 charcters?????
When using teh new builder I received a msg 'Field display name must be lesser than 50 characters.' Switching back to the old builder allowed me to enter a longer label name. Will the label length be enforced? If so what will happen to long label names in existing applications. Herb Wexler
Tip # 3 - Follow And Add Followers To Your Project Modules
Besides owning effective managers and quick-witted employees, you need to have supportive followers for accomplishing your project goals. Accompanying this note, today, lets run through a quick and easy tip on 'How to follow and add followers to your project activities?' . Follow the project activities all by yourself -Follow to get real-time milestone updates Milestones are nothing but your project goals, which can ultimately uplift your projects' quality to the next level. Now, users in the portal
Integrate Zoho CRM with Power Bi
I am needing to create a live access connection to a module, "Clients", in Zoho CRM. I would prefer not to use third party software at all. Up to now, I've been able to get an auth token, and I've created a connection, but neither of them seem to give
1 Sheet was delete , How to recover?
Dear Authority , Hope you are well. I have face the problem when was opening the Zoho , Suddenly delete or missing the one sheet unfortunately for share the picture for demo. Need this missing file . It's very important file . How can I recovery this
Rich Text Notes in Zoho CRM : Solved via Custom Widget (Workaround)
Hi All Zoho Users & Developers I am creating this post as a starting the discussion on the Rich Text notes feature in Zoho CRM. Seems this is been open for more than seven years. We, our team has developed a simple workaround via widgets. Problem: Despite
Organize and Archive Templates?
Is there a way to organize and or archive templates without deleting them? We have so many templates that the list becomes unruly and difficult to navigate. Also it would be extra helpful if when using a template to send an envelope the screen goes back
Bug: openUrl() not working on Mobile App for "In-App Browser"
I've had a custom button for several years which opens a Zoho Form and populates it with data. This was ideal for mobile users, who used it to capture signatures and complete CRM Cases while in the field. This stopped working mid-May, the bug was reported
items listing in purchase bill is not showing while makinh sales invoice zoho books
items listing in purchase bill / items saved in zoho is not showing (as drop down ) while makinh sales invoice zoho books
Related to ZOHO books
Which are the banks listed in ZOHO books for online transactions ? and Is it possible to fetch account balance of the added account of the company ? In master accounts, vendor account tree is directly fetched or not ?
Is there a way to populate delivery challan date in single invoice with multiple challans?
we keep delivering items to customer through out the month with delivery challans, at month end create single invoice for multiple challans, multiple chalan invoice is possible in zoho but in print out it is not clear for each line that this line belong
Linked forms
I have two Records: Account and Installment. One Account have at least one installment and one installment have one and only one installment. The idea is: when an user creates one Account, he informs the total value of the account and the number of installments
Combining PDF's
I would like to combine multiple PDF's into one PDF file to be able to email to client. Using WorkDrive Genie, so I can open files in a desktop PDF app, but multiple files need to be open individually, merged in desktop app, save to desktop file, then
How to send Campaigns with unique images
I have a variable of image links, unique for each contact. How do I display it in the template such that each of my contact would receive a different image in the email? Is there currently a possible way to do so?
Tercera Edición de los Zoho ZUGs Meetups 2024 en España: ¡Así aprendimos juntos!
Comunidad de Zoho en Español, ¡la pasada semana conseguisteis dejarnos sin palabras! Nos encanta ver como cada vez sois más los que se suman (¡y los que repiten!) a los Meetups que organizamos para acercaros a los expertos en Zoho en España. ¡Muchísimas
Zoho Tables Insert Into
I am trying to figure out how to proceed with entering a static set of data into a main table from a sub table or insert query etc. I was researching insert queries but did not find information for Tables specifically but for Analytics instead. The data
End of fiscal year
Hi, A the end of my fiscal year (Y1-Month#12) I have 6 clients who paid a 100% retainer invoice to confirm their order. The goods were delivered the next month on Y2-Month#1 of the following fiscal year, and invoiced accordingly. Some vendors have been
Zoho CRM -> Books Integration - Problem with Managing Integration User
Hi, I have been using Zoho for the past three years, and my CRM and Books integration has been active from the start. I understand that Zoho CRM integration has recently been moved to the Zoho Finance Module, where Books, Expense, and other finance-related
Say hello to the latest toppings in Bigin's Marketplace!
Hello Biginners! We’re excited to announce three new additions to Bigin's Marketplace. While one of these toppings was built in-house at Zoho, the other two were built by our Marketplace partner, Upwise Professionals. Regardless of the origin, these integrations
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