GDPR/ DPA Contract EU Germany
Hello I need the GDPR/ DPA Contract or Declaration for the EU/Germany from Zoho for one of my clients. How can I get/ download that? Thank you.
Setting dates for Flows or MA throughout the year
I'd like to as if there is any way to do something in Zoho One. Here's the details: I hold an event several times per year, and know in advance the dates the event will take place. For instance, this year the events will take place July 23, September
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Como faço para solucionar este erro ao tentar criar meu email??
Unable to connect with emails from pipelines
Hi, I'm encountering issues when trying to connect emails with pipelines. Although I can see my emails via IMAP, the newest emails, which I need, are not visible (I can see these emails in signals but not in the emails tab of the pipeline). Additionally,
Power of Automation :: Automatically move a task to a different tasklist once the status is updated
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
Kanban User Permissions
For some reason, I don't have access to the Kanban board as an Admin in the CRM. This seems odd, but not sure where to have the Super Admin change it. Kanban seems like something that should be open. Thanks!
Spotlight Series #20: Publish your slides effortlessly with Show
The purpose of every presentation is to inform, educate, inspire, and persuade the audience. The key to achieving it is by presenting your slides effectively. You can either present your slides in person, remotely, or even publish them online. Hello all!
Add options to a picklist without going to the Modules and Fields
I've been working on simplifying the CRM interface with Wizards and Canvas views. Now my users are asking if they can add a new option to a pick list from the Canvas view and Wizards. I can't find any info that gives me the ability to do this in a function.
Customer Assets - List of all Items Sold for an Account
Hello, we are soon going live with Zoho Inventory and are needing Items/Products to automatically populate into the Account in CRM when Invoices are finalized. Over the lifetime of having a customer, they purchase products from us for than once. Many
Advanced stock tracked products cannot be shown in storefront in your plan.
Hi, I get the following message when I try to add products with batch tracking to my store in Zoho Commerce: Advanced stock tracked products cannot be shown in storefront in your plan." What exactly do I need to change in my plan to get this work?
Google Analytics
This is a small but useful feature, maybe part of the impending custom domains for applications: For each app's settings page (i.e. https://creator.zoho.com/admin/app/settings/edit/) add a field to include a Google analytics code so we can get some stats on usage
how to change user name
I want to change the red marked name please help me to solve this issue
[New] Manage your Shopify orders directly from Bigin with the all new Shopify topping!
We’re happy to announce a new Shopify integration for Bigin. This feature allows you to connect your Shopify account with Bigin and manage your customers and track orders directly in the app. Shopify is a top e-commerce platform that helps you create
Update on the "Reset Password" flow enhancements
Greetings, Zoho One Admins! This forum post is for every admin user who signed up before March 6, concerning a couple of changes in the Reset Password flow, which are set to take effect from June 4. The current flow allows a Zoho One admin to reset the
Tip #20- Enhancing remote support efficiency with Preferences- 'Insider Insights'
Are you looking to streamline your remote support sessions and enhance your overall efficiency? Look no further! Our remote support platform now offers customizable preferences to accommodate your specific needs and ensure a seamless and productive support
Adding view to canvas from Standard view - help please
Before switching to Canvas View we had a section that showed only OPEN deals in a CONTACT Record (screen shot below). I'm not sure if this was something our previous developer created or if it's a zoho system section. Either way I'd like to replicate
Auto-renaming custom function name after editing in the editor
Hello, Current State When a custom function is renamed in the editor and the custom function widget is deployed to a workflow, we observed that the custom function name does not change. Most often, because the custom function is not changed, it makes
When does Whatsapp template will be enable?
It's very needed to be able to re open conversations after 24 hrs using whatsapp templates. Do you have a date to launch this feature?
Marketer's Space: A guide to SMS compliance and 10DLC registration
Hello Marketers, In our previous post, we explored the effectiveness and types of SMS campaigns. This week, Marketer's Space focuses on 10DLC registration: your key to compliant and impactful SMS campaigns. SMS compliance SMS compliance refers to following
Edit Functions via API
Hello, I am unsure if there is a way to already do this but based on what I have been able to find there is no way to edit a function through any API. I would like to be able to manage my Zoho CRM functions in GitHub but currently I have to manually update
Add zoho analytics dashboard to home page
Hi， CRM's analytics some times are not able to fully cater data analysis. So I would like to use zoho analytics , is there any methods I can show dashboard in home page?
Adding a Button into a Column on ZohoCRM Email Templates
I cannot figure out how to add a Button into a column on Zoho CRM Email Template builder. When going into the Column section, it provides the configuration options, which include text and image variations. However, in a "Note" section below it reads:
How to Set Default Value for a Specific Field in a Subform Based on a Condition?
I have a subform called Materials, which contains a checkbox field named Charge. I want to set the Charge field's default value based on the variable g_VIP under the following conditions: When the page loads (Page.onload). When the "Add row" button is
Chart showing the running total per Geography per month
I want to create a chart in Zoho Analytics that displays the running total of the growth of the leads per month in 2024, grouped by Geography. However, I only seem to be getting the number of leads per geography that were added per month, not the total
New and upcoming updates in Zoho CRM for better customization — May 2024
Some of the enhancements will be available in the upcoming weeks. Hello all, We’re excited to announce a series of powerful new enhancements adding to the core capabilities of Zoho CRM! These updates are designed to streamline your sales processes, making
Where to find group information (table for reports)
I am making reports in Zoho Analytics and need to do some filtering. Some of the users belongs to certain groups and I would like to use this as a filter. The issue is that I can’t find the data table that as this information. I have everything check
Bulk add Contacts to a Custom Related Module / Create Linked Module record
I would like to add a Button to Zoho CRM Contacts that can do the following: - Tick any number of Contacts - Click the Button - Show drop down list of Custom Related Module records - Select a Custom Related Module record - Execute - Linked Module records
You can now import data into the Calls module in CRM
Availability Editions: All DCs: All Release plan: This enhancement will be released to all customers in all DCs within the next few days. [Update] This enhancement has been released to all customers in all DCs. Hello everyone, You can now import data
Timesheet Tracker Annoyances
Your timesheet tracker has some very annoying issues. I stopped filling my timesheet daily since we switched to this tool!!! On the weekly view - The columns do not resize even on the widest screen - and i have to go into the dropdown to read the task/subtask
Scheduling in different time zones
Hi, I'm often invited to attend webinars & telecons hosted in other countries, where the scheduled time for the event is not my timezone. In Z Calendar, Google Calender, Outlook etc etc, I have to do the timezone calculation myself taking into consideration: - if the host has provided a timezone - if the host has put am/pm - if I know what the TLA for the represented timezone - if I know the timezone, need to know how many hours ahead or behind that is from GMT - if that timezone has Daylight savings
Email Configuration 'undefined'
Hi there, I cant get my email configuration to work. Every time I input the information I just get an error of 'undefined'
Maximum re-invite limit exceeded.
How can I get by this error "Maximum re-invite limit exceeded."? I am having issues adding the user to our Org. Can someone help please? Tylan
App Spotlight: SMS-Magic for Zoho CRM
App Spotlight brings you handpicked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. SMS-Magic for Zoho CRM Better engage with your audience using multichannel messaging. Install SMS-Magic to communicate with your customers
Unable to switch primary domain
I have mapped a domain to zoho desk but I am unable to make it the primary domain.
【Zoho CRM】履歴機能のアップデート：3年分の履歴が確認可能に。その他、データのフィルタリングやメモとの関連づけなど
こんにちは！コミュニティチームの鳥越です。今回は「Zoho CRM アップデート情報」の中から以下を紹介します。 【Zoho CRM】履歴機能に関するアップデートのお知らせ：過去3年間の履歴が確認できるようになりました。 データの更新履歴や関連するアクション履歴を確認できる「履歴機能」のUIが新しくなりました。また、履歴データを過去6ヶ月から3年前まで確認できるようになるなど、いくつかのアップデートがありましたので紹介します。 アップデート内容 1. 過去3年間の履歴を参照できるように 2. 各履歴に対するメモを追加できるように
Zoho CRM - webhook limit
Hi, where to find information about total webhook notifications used this day? Something like ZohoCRM API Calls (e.g. 123/4500)? Best regards
Am I able to use integration tasks in environments?
I have a lot of integration tasks in my production environment, and I want to fix some functions, but not mess with the live production environment data. I know the API has a param that's called environment and I can choose which, but am I able to do
How to remove form focus
I am using zoho creator for sales forms on my website. At some point in the last year, it seems there was a "usability" update, which automatically applies a focus to your fields (https://help.zoho.com/portal/en/kb/creator/developer-guide/forms/form-usability/articles/understand-field-navigation).
How to change the language of unsubscribe page
Hi, any news regarding the language adaption of the Unsubscribe button? Due to European and certain national legislations, we are obliged to localise the language. Many thanks, Barbara
Save Button Settings In CRM Functions To Avoid Going Back To The Main Functions Page
Hi, does anyone know if it's possible to change the settings of the save button when writing a function in CRM so that it just saves and doesn't go back to the main Functions screen? Its driving me crazy. My function doesn't appear on the first few in
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