Change recaptcha language
Hi, I have a form embedded in my website with the recaptcha v2 validation, but it is in english, how can I change the language to spanish? Thank you.
Lookup filter in Zoho CRM
Last modified on 13/04/2023: Lookup filter is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of March 24, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Lookup
CRM - Duplicate Email Check between Leads and Contacts Module
Is there a way for Zoho to check / error out when a new lead comes in with an email address that is already present in the Contacts Module? We convert our leads into contacts at a certain point in the sales process and occasionally we have that same customer
Rollup field Support for Custom Modules in Zoho CRM
Hi Zoho Team, Is there a way that we can get rollup fields from a Custom Related lists? Upon checking I didn't find it. Let me know if this can be possible now or Any updates on releasing this feature?
Mark custom email fields as functional email for a custom module record
I have created a Client Services module which will contain a record of all active and inactive services I provide to my clients. There is a lookup field to the customer, account, assigned employee and related deal. This allows me to populate email templates
Discontinuing Facebook Groups due to API deprecation
Hi everyone, Following a recent announcement made by Meta, the API for Facebook Groups will be deprecated (made obsolete) and won't be available for all third-party social media management applications. So, Facebook Groups won't be accessible in any Zoho
Zoho CRM Constant Random Logouts
Hello, My name is Devon, I have been using Zoho CRM for a few years now, and every few weeks, Zoho will automatically log me out, even when I am actively working. This happens very frequently, probably every 15 minutes or so. Afterwards, the login system
Automatically fill the "Company" field when the lead is created via the webform.
Hello, I have a webform with the fields "Name, Last Name, Email." This webform, after being sent, creates a Lead. Based on the email domain, can Zoho CRM fill in the "Company" field? For example: If I receive a submitted response with the email "user@zoho.com,"
Enable Merging Tickets from Different Departments in "All Departments" View
Dear Zoho Support Team, I'm writing to propose a new feature for Zoho desk: the ability to merge tickets from different departments within the "All Departments" view. Current Limitation: Currently, Zoho desk restricts merging tickets from within the "All
Bank Transaction Ref Numbers Blanked Out
Hello, why does Zoho blank out digits with XXX in references on bank transaction fees? The whole point of the reference is so that we can tell what that transaction was for, so how are we supposed to tell what this, 4XXXXX1403VCXXX4021, was for? We use
【開催報告】 ユーザー交流会 2024/6/6（木）SaaS営業活動を支えるZoho One
皆さま、こんにちは。コミュニティチームの中野です。 6/6（木）に、ユーザー交流会 大阪を開催しました。本投稿では、その様子をお届けします。当日の登壇資料などもこちらに共有しますので、参加できなかった皆さまもご参照ください。 （Zoho セッションの登壇資料については、東京開催分の開催報告で共有いたします） 今年初の開催となるユーザー交流会 大阪では、LRM株式会社 堀江さんによるZoho One の事例セッションのほか、「Zoho サービス同士の連携」をテーマに参加者同士でZoho の活用方法を共有し合うグループワークを行いました
Text to Recruit
I would like to be able to text candidates from Zoho Recruit.
Spam Traps
We received this email from Zoho Marketing Automation _______________________ We're writing to inform you that your campaigns are continuously hitting spam traps. This can severely hurt your domain's reputation, thus affecting your engagement metrics.
Same function in multiple schedules
Hi, I need to use the same custom function in multiple schedules. I am passing in the last_schedule datetime which will determine what happens in the function, but I want schedules for multiple days and times. The schedule is for sending reports, so I
'I have received payment' checkbox UI quirk
Hello On the invoice creation screen in Zoho Inventory/Books, there is the option to select 'I have received payment' down below the item table and record the payment there rather than as a separate step, a feature we have been using lately particularly
Knowledge Base UI
Hi, How can i log into the Knowledge Base in Desk using the same user interface the customers see instead of the user interface agents see. We would like to use the knowledge base in Desk for more areas of our business, but the default view for agents isn't as intuitive as the customer view. How can our agents use the same view as the customers or can we use CSS to change the existing agent view? I can only see an option to customize the customer view, not the agent view. Customer View (this is
Zoho Desk Hours/Time Entry
Good afternoon, I'm attempting to pull data from Zoho Desk into Zoho People for reporting/payroll use. With this I was trying to create a flow which works great up until the point of actually grabbing the hours from Zoho Desk, and adding those to Zoho
Access Uploaded Files for Printing via PrintNode?
I'm trying to set up an automation to print uploaded PDF files via PrintNode upon submission. The problem I'm running into is that the URL for the files (shown redacted below) cannot be accessed directly with the call to PrintNode, at least when using
Keep CC's on Forwarded emails
Hi We have a common case where an agent receive an email from a customer into their private address. Then this agent forward the email to the DESK account and this raised a ticket associated to the customer account. But if the first email from the customer
Request to Change Ticket Display Layout
Hello Zoho Support, I hope this message finds you well. I am writing to request a change in the display layout of our ticket information within Zoho. Currently, the ticket information is displayed on the left side of the screen. However, for better visibility
Hello, I'm writing to ask if there is anything
Hello, I'm writing to ask if there is a way that we can add a "pin" option to comments so that a "pinned" comment would show at the top of the
Is there a simple way to convert a contact to pipeline based on email receipt? Email-in doesn't look like the answer.
First, let me say, I think I made a mistake choosing Bigin over CRM and now I'm trying to do something in Bigin I don't think it was designed to do, which is manage leads. It's either contacts or Pipelines, no lead nurturing in between. So now I'm looking
Spell-Check as you type
Hello, It would be really helpful if the spell check was on by default and performing spell check as you type. If you click the spell check button then it does continue to check spelling as you type so it would be great if that just kicked in as soon
Zoho Desk Search API
Hello, I came across some issues on accessing the Zoho desk search API. I have my scope of Desk.tickets.ALL,Desk.search.READ, I get an error on query though i already generated an access token and used it in my Authorization Bearer. { "errorCode": "SCOPE_MISMATCH",
Can't figure out how to set up taxes in my state - using local addresses.
Hello, I have seen some OLD threads on this when searching but nothing new. I am in Washington State. Here we have sales taxes based on the address the customer receives the goods at. When I started I was all local so it was easy, now I am expanding into
Improved customer invoicing in Zoho Desk
It would be great if the invoicing features were improved in Desk so multiple invoices could be generated at once. A support business using Zoho Desk would likely have many accounts. But generating invoices for multiple accounts doesn't seem to be an
Tracking the activities associated with each lead
I'm having trouble consolidating the information i want into a single report...ideally I would like to be able to generate a report with all of the leads and every single task or activity associated with that lead..is this possible? For example: A lead
New Features rolled out on April, 2024
Sunburst Chart We're thrilled to announce that Zoho Analytics now supports the Sunburst Chart. Explore the power of hierarchical data with our sleek and intuitive Sunburst Chart and uncover trends with precision. This dynamic chart visualization transforms
Zoho Creator - Multi Select Options as a New form
I have a form in Zoho Creator with a multi-select field named Software. For example: Task: Task A Software: Software 1, Software 2, Software 3 I need to create a new form called TaskSoftware that will store each Software entry as a separate record along
[Free Webinar] Creator Tech Connect series - Mobile SDK in Zoho Creator
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into
Contacts not displayed alphabetically
Hi, so when I look at my customer list and I go to a specific letter, e.g. A, I get all the contacts who's first name starts with A. This is what I want. However, when I click the display all, they are shown in alphabetical order, but based on the last
Multiple Sales orders into a single invoice
In Zoho Books, is there an option of collating multiple sales orders into a single invoice? In my company, we usually send the sales order to the customers on a daily basis and invoice them the total amount at the end of the month or at the beginning of the next month. Is there a possibility of doing that on Zoho Books or Inventory?
Implement workflow rules for Timesheets
Currently, a workflow can be triggered if a Project is created or edited - but it cannot be triggered if timesheet entries are created/edited for that project. This is a gap. Please implement this functionality ie allow a workflow to be triggered when
Amount in Bank is Zero
Hello, I noticed that even if I imported the bank statement in Zoho Books the amount in bank is still zero. Balances only shows on the Amount in Zoho Books. How can I solve this zero amount in bank to match the amount in Zoho Books? I attached file for
South Africa Zoho Books Tax summary Report Transaction Type classification?
Hi Team Please can you advise? When I generate my Tax summary report I would like to change the transaction type column to show me not just the income and expenses but the classification of what expense it is, as labeled by the chart of accounts. The
Managing Mutiple Companies under a single account
Hello Zoho, Many organizations want a feature to manage multiple business they operate to be overseed under a single window. Managing multiple companies under a single account can offer several advantages, particularly when it comes to efficiency, organization,
No emails in contact timeline?!
I'm having a hard issue understanding some of your "features"? 1) why are we forced to select between three different dropdown options in the contact page to see emails? Shouldn't your option ALL actually show us ALL emails? But it doesn't. It shows only
Campaigns not Synching to CRM
Hi,anyone help .... Campaigns is no longer Synching to our ZOHO CRM, and i can't understand why. When I try and synch, it says our organisation is already synched- but on the main page it says it isn't... it's so confusing.. I've tried to follow all the
How to add View in Browser in the Zoho Campaign Emailer
Kindy assist how to add "View in Browser" in the Zoho Campaign Emailer. I used this tag $[LI:VIEWINBROWSER]$ but not working properly in our campaign.
How to unlock the domain name of my site?
How to unlock the domain name of my site?
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