Schedule an email
Please help me how to schedule an email. I am unable to see send later option.
Zoho Voice Call transcription option in zoho crm
We have integrated zoho voice with zoho crm but we are looking for a way to get a transcript or summary of the both incoming and outgoing calls , So that we can easily understand the context of the call without looking in to the whole recording of the
Zoho からの承認依頼メールが届かない
Zoho で書類の承認フローを設定しています。 システムから送られたメールが迷惑メールボックスに入ってしまうのですが、これを防ぐためにZoho側ですべき設定などはありますか？
Is there a way to invoice based on time spent without a project
I have a line item called support which is invoiced on the time spent in actually supporting customer. I know we can track time as part of a project but is it also possible to invoice a customer based on this without a designated project assigned.
Crypto Currency in Multi Currency Selection
I want to add crypto currency in my account but can not find it in the add currency dropdown of multiple currency setup. Is it possible to creating custom currency in multiple currency setup?
Zapier and Zoho Analytics API
I'm having a problem setting up a Zap using the Zoho API. I'm currently using the Zoho analyticz API to get data and write data into tables using Power Automate Desktop but for a certain task i need to connect it to Zapier to get the last row from a table
Add dropdown options via form
Is there any way that I can have a form with a text field, and when I submit the form, it adds the value of the text field as an option in a dropdown field in another form?
Projects : Configure organisational wide display preferences (themes)
Hello, I need to configure themes/display preferences i.e color, dark/light mode etc globally/organisational wide for all accounts, users, contractors, customers alike. How can i configure this?
How to Display More Information for Each Item in "Add Items in Bulk" Window?
I want to use the "Add Items in Bulk" option when creating or editing invoices. However, I would like to display more information for each item in this window, such as the order number, and additional custom fields that I have set up. Despite customizing
Request for Zoho Analytics Query Version history
Hi Team, As and When I am working on the Huge SQL Queries, I feel insecure especially, when i am making changes to the working query. If there is any improvements needed in the Current running query. Is there any plans for Version history for the Queries
Issue with Publishing Changes in Zoho Creator
Hello Zoho Support Team, We are facing an issue with the publishing feature in our Zoho Creator app. Previously, when we made changes, they were highlighted in green and red. However, for the past few days, this feature has stopped working correctly.
Audit Log
Is it possible to delete history from audit log?
Zoho Books 銀行との統合機能について
こちらのZoho Japanコミュニティーの中のユーザー様で、Zoho Booksの銀行との統合機能を使用しておられる方、または使用事例を聞いたことのある方はいらっしゃいますでしょうか。 こちらの機能の使用を検討しておりまして、詳細をお伺いしたく、こちらに投稿いたしました。 よろしくお願いいたします。
Updating Fields in 2 Modules (1 is custom module)
Hi everyone, I have 2 modules - Clients and KPI Reporting. Both the modules are linked by Account Name. There is a field in both the above modules. I would like to have the field "Status" in KPI Reporting Module be updated when the "Status" field in Clients
Please stop making the sidebar disappear :-)!
In Zoho Books/Inventory there is a "feature" :-p where for some selections the left sidebar disappears. For instance if I select a report. If I want the sidebar to disappear, I will click on the "collapse" button on the lower left. Please stop this from
Add Date Formula
Hi Everyone, I am trying to create a field using formula involving 2 already existing fields in the module - Start Date and Contract Length. Start Date - Date Field (mm/dd/yyyy) format Contract Length - 3 months, 4 months, 6 months, Annual, etc. (number
Branches - set default for Customers and Vendors
Hello, Is it, or will it be, possible to set a default branch for each customer and vendor? At the moment invoices which are autocreated (eg Square invoices from the payment integration) will be assigned to the default branch, which in this case is not
Tracking Work Order Delivery Times in Zoho CRM
I recently created a work order in Zoho CRM with an estimated delivery time. Since the work order progresses through various stages, I'd like to track the actual delivery time and compare it to the estimate. This would help identify any delays and allow
Automation with Webhooks(&/or triggers in Zoho Flow)
It would be great to have an automation action to send a webhook. Having triggers for Zoho Tables inside Zoho Flow would be a good workaround. I don't see any documentation for attachments.
How to add more than 4 images in customized content?
Hi, I read a few articles about adding more than 4 images in customised content. When I was in customized content, I selected the channel (for example: instagram), then clicked on to attach images from the desktop, it would not let me select more than
Does the functionality exist to review and approve a booking request before it is confirmed?
Hi All, To my knowledge if a staff member is available at the desired time a customer chooses, a meeting is confirmed automatically and scheduled in the staff member's calendar. Does the functionality exist whereby once the booking request is submitted
Find and Replace on filtered Table
Hello, am I missing something from the procedure? I filtered a table then I am trying to replace a text value, but it says no rows match. The column is unbound free text and I am using it as Status (want to replace "available" with "disabled" text). Any
Improve user engagement with Zoho Forms
Tired of half-completed forms skewing your analytics? Struggling with low conversion rates for your forms? Let's look at how adding some key elements to your form can help keep respondents engaged and motivated to complete it. Whether it's a simple signup
Updating data and/or sending emails from reports
Hello everyone I want to offer a feature that can help and simplify many processes in CRM. Through the reports module in CRM it is possible to connect and segment data from several modules at once The problem is, it is not possible to do anything with
Customer onboarding using kanban
Hey guys! As soon as a deal is won in my CRM I need to onboard the customer using a kanban to make it easier. I thought of 3 ways to do this: 1. As soon as the deal is won, it is moved to another pipeline, still in the deals module. 2. (I don't use accounts,
Custom text field for ticket classification
Hi, Is there a way to include a custom text field when assigning classifications to Zoho tickets? We have 7-digit references we need to be able to include somehow in tickets for reporting purposes. This will help us classify tickets to individual customers.
【Zoho Campaigns】お役立ち機能の紹介：ブックマーク（お気に入り）機能
こんにちは、コミュニティチームの鳥越です。 今回はZoho Campaigns の便利な機能紹介として、メール文章の作成時に使える「ブックマーク機能」を取り上げます。 【Zoho Campaigns】お役立ち機能の紹介：ブックマーク（お気に入り）機能 以前からある機能で、既に知ってるよ！という方もいらっしゃるかもしれませんが、この機能はよく利用するメールコンテンツをブックマークに保存し、新しくメールを作成する際に同じコンテンツを再利用できる機能です。定型文はもちろん、フッターやヘッダーのデザインなどを保存でき、該当のコンテンツを利用したい時はドラッグアンドドロップで簡単に追加できます。複製ではなく、一部似たテンプレートや文章を利用したい時に便利です。
Error Code 1001 ?
I am trying to create a campaign with a new template I created, but I keep getting this message: We're sorry, but this looks like an error from our side. Please refresh your browser and try again in sometime. If the problem still persists, contact us at support@zohocampaigns.com. Do mention the error code as 1001 in your email. It will help us to solve this problem faste I tried to create it yesterday, and it didnt work. So I waited until this morning and I am still getting the same error. Anyone
Multiple email addresses
We have tickets that use the same e-mail address for multiple people in one office. When we create a account with that persons name and they share a e-mail address with another person in their office, we cannot input the e-mail address in to that persons
Capture URL that form is on
I plan to integrate a Zoho form on multiple pages on my website. I'd like the lead owner to know immediately what page the lead was on when the form was submitted. I'm think that the way to do this is have a field in the database for page URL. When the submitted form populates a new entry in my database, I'd like it to capture into that field the URL from which the form was submitted. Is this possible? How might it be accomplished?
Why does zoho mail have such extraordinarily high GPU & CPU usage? It is like zoho is using our computer resources to mine crypto!
As you can see, Zoho is exclusively using my discreet NVidia GPU, now I am wondering why does a email client need to use the high energy GPU just to fetch emails? Even when everything else is idle, I compared zoho mail with other messaging clients, and
Consolidation of same items in the Salesorder.
Hi; I am a Lighting vendor and i give my quotations for Lights on a room wise basis. I have created a extra column for the rooms. In the quotation, the same light fixtures would be given in different rooms. When i convert the quote to sales order, i want
Text formatting -- character spacing
Zoho Writer does offer text spacing adjustment (unlike Google Docs) BUT it is too coarse. Increments of 1pt are too much. To avoid a turn in a line with a widow, needs a reduction of say 0.1pt or 0.2pt and this does the job and hardly shows. To reduce spacing in a text-size line by 1pt results in... a mash. Please include 0.1pt increments in a future update (as offered by MS Word).
Using S/MIME or PGP with receiver
Hi folks, It is clear how to establish S/MIME or PGP in Zoho Mail. Could you please share how you use these with receivers of your emails? Do they have already confirgured certificate or PGP key pair? Do you help them configure S/MIME/PGP? My cusotmers
How to disable my signature that is added to every Invoice notification
In my 'Invoice Notification' emails, there's an extra signature. This signature is not in the mockup of the email and gets added when sending the email. See screenshot. Can you please point exactly where I find the setting to switch this off? regards, Doron I've posted this question also here: https://help.zoho.com/portal/en/community/topic/signature-18-12-2012
ERROR 552 5.1.1 Mailbox delivery failure policy error
Hello I tried to send an email and it gave me the message: Unable to send message;Reason:554 5.1.8 Sender Address Blocked Can someone please unblock my account so I can send email again? My email is administracion@red-solutions.com Also when somebody
Custom quote Formulas
Hi Is there a possibality of getting a custom qoute and invoice. I need me quote to show my rate*Service*Days.For example 5k x 2 Macbooks for 2 days witch need to amount 2 days as i run a rental company.
Zoho CRM Digest - April 2024
Welcome to April, the season of blooming trees and blossoming flowers! As nature comes alive, so does our community. Dive into this month's digest to explore vibrant discussions and exciting announcements. Zoho CRM product updates: Email-related enhancements
Adding 'member portal' member to form.
Hi, I'm new to the Zoho universe (and not a web developer) and I am currently trying to add a form to my Zoho site. I've started building a website with Zoho Sites and have managed to activate the member portal, as I want signed-in users to have access
Turn off autocorrect
I write emails in several languages, and it seems that it always wants to autocorrect to English, causing my emails to have weird spelling mistakes. Is there a way to turn off autocorrect?
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