Customize domain for zoho forms
Hi I have created ZOHO forms, but I want the link for zoho form will be with my domain name. Can this feature available with zoho forms? If so how can I do that?
Workaround to follow both physical stock and project-related expenses.
Hi All, I built an Asset Management App in Creator and now want to exclusively use this app to keep track of the physical stock as well as the related expenses on associated projects. I do all that through deluge scripts using the api's. Each asset is
Website Logo
I would like to change the positon of the logo on my website. Specifically move it to the left.
can i convert/change an account to become a vendor?
A user added vendors as accounts by mistake. Is there a way that I can 'convert' an account to become a vendor?
Need to be able to manage program manually
I have a referral system for my bookkeeping business where referrals who sign on to work with me earn the referrer a $ discount on their next bill. I was excited to be able to use Thrive to track this rather than a spreadsheet, but it seems specifically
Stumped by OpenUrl when trying to open a filtered report with the click of a button.
I have two Forms, Accounts (parent) and Jobsheets (child), with their respective reports. They are related in 1:N relationship. I tried adding a button in the Accounts report, as a column labeled "View Jobsheets". The intent is for the on-click action
Spacing between fields
how do you control spaces between fields? I have a lot of fields to put on a form and want to put the fields more closely together. It seems like the spacing between the fields are automatically set and I am not sure where I can change this if possible.
Free version
This has been discussed elsewhere but I can't find a specific answer relating specifically for Creator. I have signed up for the free version (I think), at least I did not enter any payment details. As I have invested quite a lot of time and effort into developing (quite a good) app, I want to know exactly what will happen when I hit day 15? Will the app behave any differently or will I be forced to upgrade my account to keep using the app? Thanks
[Webinar] Zoho CRM's Latest Features and Enhancements
Discover and learn the brand new enhancements Zoho CRM got this quarter! These enhancements can be leveraged to bridge small gaps in your existing CRM implementation that power user data entry, finding and selecting records, and more, and make your user
Tip #22- Enhancing security and reliability in Zoho Assist: Preferences for unattended access- 'Insider Insights'
Hello Zoho Assist Community! We are back again this week with a few settings options under Preferences that can help you deliver smoother and more effective remote support. Especially for IT administrators managing unattended remote devices and applications,
how can I search mobile number of a record in all the MODULES (contacts and leads) using API and now making a call for every MODULE
hi I want to add new records to the lead MODULE, but I want to ensure that there will be no duplicates. I plan to use the mobile phone to check for it but I didn't find any way to search in 1 API call in all the MODULES. is there a way to search all the
How can I edit a field's "data type" from "text" to "pick list?"
I have a custom field that has a current "data type" of "text." I would like to change it to a "pick list," but cannot find a way to do that. Clicking on "edit" doesn't give me an option.
Zoho CRM API Error AUTHENTICATION_FAILURE "Authentication failed"
I am trying to integrate a web app with the Zoho CRM API. Following the instructions in the API docs, I did the following steps: 1) Went to Zoho Developer console (https://accounts.zoho.com/developerconsole) to register my client application. It is a
how do I make an email address for new employee and delete for no longer employed
Help! I need to delete emails from my account and add new ones. What do I do?
Setting Up Email Parser in Zoho Desk to Automate Ticket Assignment Based on Ticket# or PO#
I need assistance with setting up an email parser in Zoho Desk. My goal is to automatically assign incoming emails to existing tickets by searching for either the ticket number (Ticket#) or purchase order number (PO#) in the email subject or body. If
Zoho support - escalation not working
Hi, I am using zoho support portal for our company ticket tracking and maintenance : 1. Intermediate replies considered as new ticket. 2. Escalation not happening - previously it worked. 3. Moderator doesnt recieve an intimation of new ticket in his email.
Possible to Manually Activate a Customer?
I have a customer who is getting the ticket notification emails but not the activation emails. This means that the tickets exist, but she can't log into the system to look at them because her account hasn't been activated. Is there a way I can manually
Sync Stripe customers with Zoho CRM
Hello, I am using Zoho CRM and would like to automatically include a contact and an account after the customer makes a purchase directly on my website using Stripe. Is this possible? If so, how can I do it?
NO PUEDO RECIBIR CORREOS EN MI BANDEJA , QUE ESTA PASANDO?
hace un tiempo que deje de recibir correos en la bandeja y no entiendo cual es el problema si mi dominio esta activo.
Year end closing - account transfer
Hello, the page https://www.zoho.com/books/kb/general/closing-opening-balance.html says that ZOHO automatically handles the closing and reopening of accounts. What what does that mean exactly? Will, at the end of a year, revenues and expenditure transferred
Improve UX and UI of booking interface
What's the goal of a Booking tools if not create a high incentive to books meetings? Zoho Bookings works fine on the backend but offers a relatively poor user experience for the visitor. Yes, it includes several options but it falls behind when in comes
Firefox Version 126.0.1 (64-bit) issue with zoho writer
I am using Version 126.0.1 (64-bit) of firefox and experiencing a bug where the text is unselectable and runs off of the page despite me adjusting the margins several times. Is there anything I can do to reset the browser or is this a genuine bug?
Resource booking start time for the next day changes every 15 minutes?
I have a workspace setup with 1 resource and one "service" created. I have the Minimum Booking Notice set to 1 day (24 hours). When I access the form at 4:01 PM, all of the start times for the next day start at 4:15PM, 5:15PM, 6:15PM etc.. When I access
Saving a default email template for CRM Quotes
Hi, My client send their quotes via email in CRM. When doing so, they have to search and select the quote template each time, is there a way to save a template to a module so this template is applied automatically? They use the exact same template every
Subform properties
Hi, I need to understand the behavior behind a subform. If I create a form called "subform" with some fields and workflows related to each field (e.g., enabling fields, setting values, etc.), why can't I inherit that behavior when I use my subform within
Change the File Name before Downloading the file ?
I need to change the filename before downloading using deluge. Is this possible?
Please share the steps to done it.
Early Access - Zoho Sites V2
Greetings from Zoho Sites team! We’re super excited to announce that Zoho Sites V2 version is available for early access now. During the past few months, we have been working really hard to improve your experience with Zoho Sites and we believe that our
Company Name, Contact Display Name and Customer name suggestions
Hello, 1. When adding a contact, what is the difference between "Company name" and "Contact Display Name". I could find only the Contact Display Name displayed everywhere (invoice, bills etc.. and in invoices Customer name field when trying to create an invoice). Where is the company name used? Ideally shouldn't the Company name be displayed in invoice ? and Contact Display Name be used to display within Zoho Books ? 2. Customer name suggestion (maybe other suggestions too) while creating invoice
Tooltip in Zoho Forms
I was wondering if it is possible to generate a tooltip for fields in Zoho Forms. If yes, then how? I simply cannot find how to do so. Looking forward to your reply. Kind regards,
emails not sending to some gmail accounts
Emails are being put into a queue but are sent successfully to another gmail account.
How to find the Contacts sync with Books?
Hello There, We need a procedure to obtain the particular contact is sync with Books or Not.
Recorded Video Interview not loading or asking for permisions
Dear Zoho Technical Support Team, I hope this email finds you well. I am writing to bring to your attention a critical technical issue affecting the functionality of the Zoho platform. Several users, including myself, have been experiencing difficulties
Building extensions #9: Store, retrieve, and access entity-specific data in widgets using data storage
Data storage - Overview Storing data related to the extension you are working on is essential. It can be saved as key-value pairs for an entity or extension, known as entity and extension properties, respectively. Data can be saved for the following entities
My web forms are getting spammed
I'm getting spam on my web forms. Most of the content are in Russian as well as the links inside the content. But i checked the live traffic, it showed no Russian IP. I'm not sure how the Captcha got bypassed easily. I've been having this problem for almost a month now. How can i stop or prevent more spam on my forms? Some help would be really nice. Thanks.
Sheets: Tags, labels or multiple pick list items in a cell
Is there a way to list multiple items (tags, labels, etc.) from a picklist or similar tool into a cell? I am doing a repetitive step during an audit/reconciliation process of having to manually write in different nomenclatures on multiple lines for multiple
Integration stopped
Hi, for quite a few years I have had a form running that integrated with Zoho CRM. When it was completed it would enter an approval process and it would sit in 'My Jobs' on the CRM. About 10 days ago this stopped and even though the status within forms
Reuse custom field?
Hi, in a layout I have created a few custom fields that I would like to use them again in other sections of the same layout. How can I do that without creating custom fields each time? An example is I want to create a field called "Contact Meeting Details"
Zoho Mail Failing Deliverability Tests and classed as Spam by Outlook, Google, iCloud and Yahoo
I was getting bounce backs from email accounts that should work. I ran a mail deliverability test and our Zoho Mail account is doing terribly. I have attached the results. The bounce back said ... Message will be retried for 4 more day(s) Reporting-MTA:
Adding Calendar attendees
After I have created a meeting in my calendar and sent the invites out to attendees, if I later realise that I need to add more attendees to the meeting how can I only have the invite go to the new attendees? Currently when I add new attendees to the
Zoom in on Maps
Hi Appreciate that the Maps are still on beta testing We're based in the UK and we have added the latitude and longitude to a trial report. We get the data we would expect back but the Zoom feature does not allow us to zoom far enough in to make use of
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