Can I associate a timesheet layout with a project template?
Hi We are using Zoho Projects in our company for different departments. For my department (Marketing) I've made a specific timesheet, including which type of activity they do (this only applies for this department). I have also made different Project
Zoho Show presentation is not able to autoplay an embedded video on the presentation
Hi, I am new to zoho software and I want to use Zoho Show for my business. I imported a powerpoint presentation into zoho.com/show (called Haar & Hem v6 20-9-2022). On the internet (via browser) then when I am presenting this file then the video embedded
Custom modules identified as a person record
Because contacts are people the Contacts module lets us do some fun stuff, like add a salutation, first name and last name by default, send surveys and sign documents. This isn't currently possible in custom modules as they are not recognised as people,
Website error message
Everytime I go to my website, I get an error message saying the website isn’t private. I have attached a picture. Please assist
How to manage my gaming related website built in wordpress?
how i can manage my gaming website which is built in wordpress with zoho to collect leads of users and also automatically remove the duplicate contacts and emails and is there is any way to check that the email and the phone number that user has entered
Validation rule overlapping client script
Hello, I have a validation rule that is overriding my client script. When the client script rule is met but not saved, a block occurs due to the validation rule. Is it possible for the client script to override the validation rule in some way? To be more
Account Mandatory Fields Not Working
Hi There, We have set up a number of mandatory fields in Leads, Accounts and Potentials. When we convert a Lead it asks for the Potential mandatory fields, but not the ones for Accounts. If you then open the Account it will insist upon the required mandatory
Need help with workflow execution when button is pressed (Button shall create a generic task with a reminder x days ahead).
We would like to create a few buttons that create a task on an Account/Deal/Lead records. At the moment we manually go into a record and add a new task that is usually a "follow up" generic task that will be due in 3 days. Is it possible to create a button
Make a task visible to Creator AND Owner
I would like to make Tasks visible to both their Creator and Owner. I have found this topic ( Task Permissions (zoho.com) ) and tried to follow its suggestion, but I cannot see how a custom field containing a copy of the CreatedBy username would allow
Zia Search, now an important part of Workplace!
Day in and day out, you handle a lot of information. While Workplace simplifies and unifies all your communication and files, Zia Search is your go-to tool when you want to spot something you're looking for! Since we know you love and enjoy using Zia
Filtering records by multiselect picklist field
I have a multiselect field with many possible options, and I would like users to be able to filter records by this field without having to remember and type in each option by hand when filtering. Ideally I would like users to be able to filter by choosing
Call Bar feature is now available in Zoho CRM
Dear All, We are here with an enhancement for our built-in telephony users. Upon setting up the built-in telephony, users get the Phone settings at the bottom of the screen — it helps them to set their availability status (online or offline), customize
I need help ASAP with blocked Email....
Hey, every time i send email to my company email adress. The repsond is: mx.zoho.eu rejected the message you sent to the following email address: office@estatefix.es (office@estatefix.es) Cannot find the address you sent the message to on the target domain.
How Can I Get Completely Access Zoho Mail
Hey Zoho Community, I hope you're all doing well. I'm reaching out because I could use some assistance with my school Chromebook conundrum. You see, I've been trying to Access Zoho Mail on it, but I'm hitting a roadblock. I'm trying to access Zoho Mail
4.7.500 Server busy. Please try again later from [136.143.188.16]. (S77719)
Having an issue this morning/afternoon with emails sent out to multiple office 365 tenants. Emails sent between accounts hosted on zoho, and to a few gmail accounts all worked as expected. 4.7.500 Server busy. Please try again later from [136.143.188.16].
SMTP Configuration Issues with smtppro.zoho.com: Authentication Failures and Connection Closures Despite Correct Credentials
Hi there, I am the email administrator of studyx.ai. In the SMTP Server Settings on chargebee.com, I have configured the SMTP server address as smtppro.zoho.com and the SSL port as 465. While attempting to set up different email accounts with their respective
Change name of PDF download
Hi! Is there a way to change the file name of the PDF to the input of a field before downloading it? Ex: When I download the PDF of a record, I want the file name to be the input of " Date_of_Event". So it will download as 1/1/2017.pdf
Checking Expiry Date
Hi, Im new to Zoho creator, i need to create a function or query for my report to show records expiring in the (x) days. I have a expiry_date field and i try using Expiry_Date.toLong() / (1000 * 3600 * 24)) <= 30 Im getting an error " Invalid Search Criteria" Thanks in advance
Authentification d'appareils dans Zoho Directory : Pour Mac, Windows et Linux
Les organisations doivent être particulièrement sensibles à l'authentification dans le cadre de la gestion et de la sécurisation de leur identité. L'authentification permet de sécuriser l'organisation en ne permettant l'accès qu'aux personnes autorisées.
Multiple profiles on one social media platform but one brand
Hello, We would like to request that your team implement a way to add more than one social media profile for the same social media platform under the same brand. We really don't feel like it's fair that a new brand has to be set up for each new listing.
Tip #21- Enhance your support sessions with the "Show remote cursor" feature- 'Insider Insights'
Hello Zoho Assist community! This week in Insider Insights, we’ll be learning how the “Show remote cursor” feature under Preferences enhances remote support sessions. While it’s a small feature, it plays a significant role in improving remote support
List report with totals for Group and Subgroups
I have a List Report with Groupings of Division, Department I total some numeric column Now I get Totals for Department and totals for the whole report (the whole company for all records included in theForm. How can I show a row of totals at the end of each Division?
Regarding Multiple user dashboard
"I have created a dashboard that includes information on the number of students who have joined and the number of colleges, among other details. There are two portal users, Tharun and Abi, who are adding records to the form. I would like to track which
SUM a field with related record and update in another form
Hi, I have one form called Record form for portal user and admin user to add record accordingly. In this Record form, there is one Amount field. There is another Profile form where each portal user will be prompted to create their Profile upon first login.
How to change chart color
Hi In Creator, when you add a graphic, you can choose a color template, but you can't choose the exact color for each element of the graphic. Is there a way to do this? Thank you :)
Live webinar: Zoho Show for Marketers: Create compelling marketing presentations using Show
Hello everyone, We are excited to invite you to a webinar exclusively for marketers, Zoho Show for Marketers: Create compelling marketing presentations using Show. As a marketer, there are a lot of presentations that you might have to give regularly.
The Social Wall: May 2024
Hey everyone, Let's see a quick roundup of what May looked like for us at Zoho Social. Manage and respond to your TikTok interactions from Inbox You can now manage and respond to your TikTok comments from Social's Inbox. Here, you can sort and view the
【5名限定】6/27(木)14:00〜 Zohoワークアウト参加者募集中
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。 今月開催のZoho ワークアウトについてお知らせします。 参加登録はこちら: https://us02web.zoom.us/meeting/register/tZYodeGhqjkoH9zYybHkydNb5_9h3AK9wpRm#/registration ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
Error when edit leads conversion mapping.
Hi I am trying to update Leads conversion mapping. When I click save this error is pop up.
*Suddenly* can't log in from my Android client.
I get a 535 error. I'm not using MFA. I have not changed my username or password anywhere. Thanks. David.
Function/Deluge error data type - Script to Assign Contacts to Accounts Based on Domain
Hi, we have hundres of contacts without any assigned company (account). Now we're adding companies and have a field called "domain" where we have the domain.tld (it's cleaned up via another function). Now I have the following script to search for UNassigned
Cannot get Image Upload to Work
Here is the code I'm using to grab an image and load it to a specific field called Image in a module called Property Pictures: photo = invokeurl [ url :"https://cdn.britannica.com/79/232779-050-6B0411D7/German-Shepherd-dog-Alsatian.jpg" type :GET ]; info
Changing the colour of the "View Ticket" link in email templates
How can I change the colour associated with the placeholder ${Cases.SUPPORT_PORTAL_BUTTON} ? It's currently green and I need to change it to fit in with the branding of the rest of the desk
Ticket description field
Hi, I wanna know can we remove the editing option from ticket description field? I want to use simple plain text instead of editing options on the top to bold, color change, italic etc Thanks
Pin comment to top of ticket
Hello! I tend to leave comments on tickets I have open in Zoho Desk, but a lot of the times, I find myself having to comment down a "to do list" , which after emailing back and forth with users, I have to keep copying the comment to the top of the ticket.
Mass download attachments across tickets
I need to mass download an attachment from tickets going back over a year in one of my organization's De3sk modules. All of these attachments should be named PublicInformationRequestForm.pdf. Is there a way to do this without manually opening and downloading
Sort by Ticket ID
An agent swore that previously they were able to sort tickets in their table view by Ticket ID and that this functionality is no longer avaiable. I never experienced the functionality and was wondering if anyone has been able to sort by ticket ID? Tips
Pipeline Lost option - information or request
Is there way or option that appears when you move the pipeline deal to the Lost pipeline so that you write a note why the deal was last.
Zoho Voice Upgrade
We want to upgrade from Zoho Voice to Contact Center. However, when I click on upgrade, it says it's $79/user/month. But from my understanding Contact Center includes 10 Telephony Seats. I don't want to buy the wrong thing. If I sign up for it, will I
Unable to create new Zoho Connections in Power BI
I am no longer able to add new connections into Power BI for automated refreshes. Existing connections appear unaffected as they are still functioning.
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