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
How to hide or show options in dropdown B based on selections from dropdown A
I have created two dropdowns A and B. I want to show certain options in dropdown B based on the selection in dropdown A. Is it possible? What is the relevant coding to perform this function? Please help me Many thanks
error. undefined in Send Email Rest API on Zoho CRM
Hi, I've got a problem with sending an Email to new Leads that are added to the CRM. After creating connection in Make, I had an issue with the permission scope, but fixed this with manually adding scopes to second connection. But now, after trying to
Possibility to forecast ARR in Billings?
Hi, Is it possible to forecast ARR/MRR? If I run the existing reports they are not able to forecast e.g. looking at ARR - churn/non-renewing. Or are there other reports that would give me this data?
Domain Verification
I am in the process of verifying my domain (deltasuccess.com) and find this was added. However, my emails have a From: address that shows this is not verified.
I need help in writing deluge script for creating Invoices for all customers with the same item type in Zoho books.
Please help. I have at least 400 customers with same item type.
Connect to an API that needs to whitelist my IP
Hello, I need to connect to an external API and they only allow connections from whitelisted IP addresses. How can I achieve this if my app is hosted on Zoho Creator? Is the IP the same (static) for all Zoho Creator apps?
Zoho mail crash since latest update
Zoho mail keep crashing on start since Latest Update. ( 1.1.1 ) Windows reboot did nothing to fix that. 2020-03-12 16:55:32:0720] [info] [ 'incoming mail urls', '<mail-id-masked>' ] [2020-03-12 16:55:32:0728] [info] [ '[Application opened]' ] [2020-03-12
How do I add button on a form?
I want to either have a button on link on my form which can take the ID and show respective details for that that record? For e.g. Let's say I have EmployeeInfo form and VacationRequest form. In the VacationRequest form, I have lookup called EmployeeName that displays all employees. I want to give a link or button right next to the EmployeeName look up field where the user can view the Employee details, in a popup, without leaving the VacationRequest page. Question: How do I add a button or clickable
Any plans to allow user access restrictions in Zoho Books?
I was curious if there were any plans to offer user access control in Zoho Books? I realize you can set an account as Admin or Staff with the latter having a few less rights then the former, but we need to restrict access further. For example, only allow a specific user access to invoicing or Account Payable. Thanks, Chris H.
New Contact/ New Company Recursion
Hi. I want to add a new contact from a new company. When I add a new contact, it requires I associate the contact with a company. When I go to add a new company, it requires a primary contact. When I try to add a primary contact, it requires an associated
Gravity forms to Zoho CRM plugin issues
I am having trouble getting gravity form entries to show up in Zoho. Form entries are being captured by gravity forms, but is not showing up in Zoho CRM. We are not sure why we are having this problem because one of our gravity forms goes to Zoho properly,
Paper Size for Payment Receipts, orders update
Night, We work with Books 99% from a phone it would be helpful if we had 3" or 4" paper format for payment receipts and order updates. Also, the ability to attach a payment image to the payment from the mobile app. Thanks Rudy
Email Template Folders
How can I change the order of my email Template Folders?
Timeline Date Mapping
Hi, I see someone logged a similar query 3 years ago regarding the same topic: https://help.zoho.com/portal/en/community/topic/widget-that-is-not-dependant-upon-the-timeline-filter Has there been any progress regarding the development? When I set the
New visualisations
Hi Do you have any plans to launch Sankey charts or Chord charts as part of analytics visualizations? Joe
Dashboard filtering with selected pivot row
Hi All, i have a dashboard with a pivot table with 3 level. I have sum of all data columns also on the dashboard. However, i would like to make this column sums dynamic: By default thy should show the whole data column sum, but if i select a category
Is there a way to see if multiple candidates have completed their portal registration?
I've sent a portal invite out to approx 100 candidates asking them to complete their portal registration and wanted to see if there's a way of checking if they're registered/ completed questions in bulk rather than going in to each record individually?
Zoho CRM Image not Sync with Zoho Books
Hi , I have added a product in to the CRM with an image of the Product. All the Details Sync with Books but Image. how to fix it?
Show tasks due date in calendar
Hello, can I show my Tasks I add in Zoho personal show at the due date in my calendar? That would be a nice feature! Best, Tobias
Tasks on Calendar?
Is there a way to have To Do tasks show up on the calendar in Zoho? Events seem to be the only thing that shows up. If this option isn't available, it would be nice to add it.
What is the difference betwee User and License
Hello, I have two plans with different licenses: - one says 30 licenses and the other says 5 What is the difference betwen licenses and users? How many e-mails aliases can a user have?
Is there a way to display tasks in the calendar?
I am working as a teacher and use zoho crm (free plan) to book lessons. I renamed contacts as 'pupils' and 'tasks' as 'lessons'. I am trying to find a way to make 'lessons' to appear on the calendar. So far I discovered that only events can be visible on the calendar. Is there a possibility to display tasks as well? You may ask me why i dont use 'events' for the lessons. I have tired but i found that booking events takes much longer than booking a tasks. Because most of my lessons have the same
IF Statement formula in subform not working
What is wrong with this formula? I do not understand why its getting rejected
Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
How to Create a "Zoho Book estimate" from "Zoho CRM quote" when the Zoho deal stage changes to "Closed Won."
Different permission on leave types based on roles
Hello, is there a way to make a leave type: visible + editable only by a specific role only visible for all other roles Thank you
Work Hours by Project
Hi, I see the work hours are global rather than by project. The trouble is, sometimes we authorize overtime or weekend work for a "rush" project, or if we are just needing to catch up. How difficult would it be to make the work hours specific to a project, or maybe defaulted from the global work hours, but be editable by project?
how can i customize zoho apps menu ?
Hello At the top of the Zoho mail application, in the left corner we can click on a Zoho Apps shortcut. A global list of Zoho applications appears. How do I customize this list with the only applications for which my organization has subscribed? And how to personalize it by user or group? Thx !
Wordpress Plugin Issue
I installed the wordpress plugin, and I noticed every page on the admin back-end is titled "Zoho Campaigns Sign Up Creator" Not a big issue, but I thought it's really weird.
Don't get Bulk Write API to work
Hi everyone, I'm facing current problem. I have csv files (+500 row) which I push into a custom module (each row is one entry). I thought its a good idea to use the Bulk Write API (https://www.zoho.com/crm/developer/docs/api/v6/bulk-write/overview.html)
Why are attachments not working/ downloading/ showing?
I'm trying to do work, and Zoho Desk is preventing me from doing this. Ticket, person A attached an image, im trying to view the image.... then this! Why even allow people to attach things if attachments dont work 99.999% of the time.
How Do I Remove Underline (Hover??) from Top Menu Bar?
I'm currently building a Zoho site for my small business (it's actually live already but I'm just tweaking it a little), and the color scheme I'm going for is a dark blue meets green because that's what my logo is, and the theme for my site revolves around red. I've been able to get away with getting rid of most of the red stuff, but whenever a visitor (or me) clicks on a menu item, there's a red underline under it. I've been trying to get rid of it, and tons of forums online have CSS codes but none
A solution for Automatic Printing of Documents from CRM
Currently, there is no way to automatically print documents from CRM. Zoho is not alone in this limitation and it is standard among tech companies to provide limited printing capabilities. Yet businesses all over the world still need to print documents
Get Vendor from Candidate using API
Hi, Currently, when using the API, we can find if a Candidate has been provided by a Vendor when the Source field is "Vendor" and Origin is "Agency". However, there doesn't seem to be a direct link from Candidate to Vendor. I've also looked at all the
Emails from contact roles can be linked to a deal in CRM
Hello everyone, From today, organizations (where all users are using the latest email configuration) will be able to connect their users' email discussions with contact roles to corresponding deals, just like how email conversations with contacts are
"service unavailable"
Olá, estou com esse problema no servidor que recupera os e-mail via pop no gmail. mais alguém com problema....? O servidor não autorizou o acesso POP3 para o nome de usuário e a senha fornecidos. Erro retornado pelo servidor: "Service Unavailable"
Complete headers when replying to a message
Hello, Currently when we forward a message complete headers are shown. Example: == == == == == == Forwarded message == == == == == == From : XXXXX< XXXXX@zoho.com> To : < xxxxx@gmail.com> Date : Sun, 08 Feb 2015 12:35:43 +0100 Subject : test == == ==
KPI of converted prospects
I would like to know if in Zoho Motivator I can create a KPI that is related to the converted prospects in Zoho CRM. I have been looking for that option in Motivator, or how to create this KPI, but I can not figure out how to do it. Somebody made it? Thanks
Indeed has retired Organic (Free) job posting support for Staffing Agency edition users
Dear Zoho Recruit Users, Due to a policy change by Indeed, Organic Job Posting support for staffing agencies is no longer be available in all regions, except Japan. Keep in mind that Corporate HR edition accounts will not be impacted by this change in
Wordpress Plugin is not working
Hello, Your wordpress plugin is not working. It has been installed on 3 different websites and problem is always the same. It require connection but when I click on connect button literally nothing happens. I sent feedback week ago and still no response. Any thoughts on this issue?
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