Problema na configuraçao do zoho email
Estou tentando fazer a configuração no zoho email e quando clica em adicionar o domínio que já tenho no registrobr, diz a seguinte mensagem: Este domínio já está associado a esta conta c*****o@a*****. Sendo que não sei de quem e esta conta que está falando
Need to disable Mandatory option and allow the duplicate values in Zoho Books
Hello All, We have the same VAT name for different VAT rates. while giving same VAT name for different VAT rates the alert will shows, is are any possible to disable the mandatory and allow duplicate values in VAT settings.For your identification i attached
Enable Bank accounts with the same currency to be a sub-account
Hello everyone, good day. I hope the mods can give improvement to make a bank account become a sub-account of a main account with the same currency. For cases wherein you have multiple banks of different currencies, you just want to group them on a parent
Time only field
I see that there have been several attempts to get a Time Only field created in Creator over nearly EIGHT YEARS and still no update. It seems to have a lot of interest and the workarounds using the Date-Time field are onerous and unnecessary for a seemingly simple field. What is the timeline for this? What do we need to do as a community do to move this up the work chart? I love the app but this is holding me up creating some very useful apps for my travel and transportation industry. Cheers, Steve
Access lead history post-conversion for improved follow-ups in CRM
Availability: All editions except Free DCs: All Release Plan: It is rolled out in a phased manner and the feature availability is dependent on the revamped Timeline feature release. Hello everyone, After conversion, you can now view your lead's history
Is there a way to delete mail attachments without deleting the text?
Hello! My mail is getting to it storage limit and one of the 2 solutions is to delete mails to make space. The problem is that I can't delete mails becouse I recur to them periodically to check for user info, but I do want to delete their attachment files
How to remove space or indention when exporting report to excel?
As the title say, how do you make Zoho books exported report remove the indent or space? I want to run LEFT formula or any other formula but these spaces are a pain. Appreciate your assistance. Thank you.
Zoho Payroll: Product Updates - May 2024
In our continued dedication to serving your workforce, we're proud to unveil the latest updates for Zoho Payroll in May 2024. Building on the momentum of our enhancements in the first quarter, this month's focus has been across regions – India, the UAE,
Kaizen #43 - Tokens and Limitations
Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the usage of tokens in authorizations and their limitations. Tokens in OAuth 2.0 Zoho CRM employs the OAuth 2.0 authorization model to authorize its API requests. Grant token, access token, and refresh token are the three major components that play an important role in the authorization process. Initially, the user needs to register a client with Zoho CRM. After registration, the user can generate
Making a Lookup field in Subform as Read only through Client Script
Hi I want to know how can i make a lookup field(ookup to Products) in a subform on Deals module as Read Only on a Stage through Client Script in Zoho CRM. I was able to make the other fields as Read only but was finding issue with the Lookup field. Can
Lead history for a converted lead is removed
When a Lead is converted to a contact the History / Timeline information is removed. This is very critical info as someone may change part of original data at the lead level like lead contact, email, phone etc and after conversion, we do not have all
Need to restore the project tasks deleted back
I would like to recover the tasks deleted back. How I can restore the data to back again? Plz help me, my old works and many large work were that. SOS
Run a custom function in VBA Macro
Hello, I have a custom function to update a record in CRM through a worksheet, but I would like to trigger this custom fuction to a button using VBA, it is possible?
Zoho Analytics - SalesIQ Conversation Tags
Good day, I cannot seem to locate the "tags" field for SalesIQ conversations in Zoho Analytics. Any idea where I can find that field or table because I need it for my reports. Thank you! Andre
Report: showing fields from related entities
Hi everyone! We have to build a report that lists Tasks related to Potentials for a certain Campaign. We need to show the email address of the task contact, but how can we do that? The "edit columns" widget only shows "contact name" Thanks in advanc
QR code generation - Zoho CREATOR
I have been searching for a while now - cannot find solution for a simple problem. I need to generate a QR Code based on the input in a form field: Say, on user input in the "Code" field is AIRW-7777 (string), a QR should be generated as an image in the
Ticketing for an event
Hi, We are organizing a fundraiser in July and wanted to know if you have a ticketing option on your portal.
Where do I start?
Hi all, This is more a pre-sales question, but also a "point me in the right direction" question. We currently use QuickBase to manage all of our clients, budgets, finances, CRM and more. It's lacking quite a bit in the CRM function and it silos a lot
Version of PDF in Zoho Writer Conversion API
Hello, I was wondering if anyone could tell me the version of PDF that is output when using the Zoho Writer Conversion API Convert Documents with filename | Zoho Writer | API Reference We're using a function in CRM to grab an DOCX attachment from a record,
Limit Customer Portal by Bill To's?
Dear Zoho- I have customers that have multiple "Bill To's" But the parent company wants to prevent the incorrect Bill To paying open balances because it is a nightmare for their accounting. How can I limit what each bill to account sees in the portal
Modify Booking Domain (Subdomain part) - Is it Possible?
It is possible to customize the booking URL after the slash, but is it possible to change the subdomain part? For example, a booking URL like this: https://compa-compltd.zohobookings.com/#/ Is it possible to change the 'compa-compltd' portion to something
Systems glitching and sudden hang of the machines
Recently we have oboarded to zoho work drive and projects. We have installed a few apps and now our system is always full of data and starts to hang. The whole team is now suffering from the glitching.
Formula calculation on hidden fields
Hello everyone I have a formula that includes several fields Some fields can be hidden according to different conditions Is there a way to define that the formula will only calculate the fields that are not hidden?
Help with nested Json
I've seen this same question answered in the forum but after hours of trying I'm still not getting it right. I have a nested Json that I need to extract some data from. The Json looks like this: { "objects": [ { "name": "numero_movil", "objectType": "field",
Analytics SDK getOauth api is failing only in production
I am using ZohoAnalytics SDK and with it I am sycing data to Zoho analytics workspace. Things are working perfectly in local environment but when I pushed code in production (AWS ECS), getOauth function in SDK is failing. The reason for failure is, when
Schedule Day, Date and Time
Hi there, I am running an automation campaign with multiple drips. I would like to send an email on a particular date at a specific time. Example: Send drip should be sent automatically on 29th-May Thursday at 10:30 AM PST. - How to achieve it?
Use Flow to Add Form PDF to Deal Related List
I know that in Zoho Forms I can integrate with the CRM, field map and add a PDF for every form submission. But I have a different use case is outside that workflow. Use Case: We have a consulting product that is 90 days in length and host multiple attendees. I created a form to gather the attendee information and need to add a PDF version of the submitted and/or updated form to the corresponding deal. The reason I cannot use the CRM integration within Forms is that the Deal layout has mandatory fields
Historical changes to data tables and reports
As in Microsoft Power bi, when you edit data in sources, you have a step for every modification. So you can rollback o undo something. In zoho Analytics it will be great to have an overview of all the modifications, for instance: Changed types, Added columns, transformations, etc.
Can not get Custom Module to show in Layout
I have created a custom module called "systems" and have added it to my required layout. But I can not get it to actually display to the help center end users : If I click on the gear then there are no options for permissions, I've gone through all of
Disable translation of e-mail messages in web version of Zoho Mail
Hi, Recently when I open e-mail messages I get a ribbon offering me to translate if the contents of the message is in a different language from my interface language. I am OK reading [and I do receive] e-mails in multiple languages, so I don't need translation.
Issue with Emails loading from related list in Zoho CRM
Hello Enterprise Community, We would like to inform you that an issue has been reported about loading Emails in the related list inside the records in Zoho CRM. Rest assured, our developers are actively investigating and working on resolving it. We'll
Unable to retrieve Ticket activities
I have the following scope, Desk.contacts.all,Desk.products.all,Desk.settings.all,Desk.basic.all,Desk.tickets.all,Desk.activities.calls.READ , Desk.activities.events.READ , Desk.activities.READ , Desk.activities.tasks.READ , Desk.calls.READ , Desk.tasks.READ
Specifying Today in filter criteria
In looking at custom views, I can't find a way to specify "today" (or now or whatever) as part of the filter criteria. My initial look suggests I can only hardcode a date. I found a post here that asked for this 6 years ago but nothing indicating this
User-Configurable Text Direction Setting in Zoho Desk
Dear Zoho Desk Support Team, I'm writing to propose a new feature that would enhance user experience for both Left-to-Right (LTR) and Right-to-Left (RTL) language users within Zoho Desk. Current Limitations: Currently, Zoho Desk offers no built-in option
OpenAI integration with ZOHO Recruit
I want to be able to search my candiadate database with OpenAI / ChatGPT 4.0o
WhatsApp Business as one more channel to interact with customers and create sales
Hello! Is there a plan to create the integration between SalesIQ + WhatsApp Business? This is because we see SalesIQ as and an alternative of "virtual / artificial assistant" like the "Zobot" technology, but we want to take advantage of the fact that
Facebook Messenger + SalesIq
Any plan to integrate Facebook Messenger with SalesIq? It would be great agents could be able to respond FB’s chat from SalesIQ.
Integrate Zoho SalesIQ JS APIs into SalesIQ WordPress Plugin
Dear Zoho SalesIQ Team, I'm writing to propose a new feature for the Zoho SalesIQ WordPress plugin that would significantly enhance its functionality. Current Challenge: The current WordPress plugin for Zoho SalesIQ does not support the SalesIQ JS APIs.
may i know where to make payment for domain t-mal.com
may i know where to make payment for domain t-mal.com
Zoho One Services are down
Hello Enterprise Community, We would like to inform you that some of our Zoho Services are down (Mail, Cliq, Social, Bookings etc.) Rest assured, our developers are actively investigating and working on resolving it. We'll provide you with an update as
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