Share Product Catalog / List with Clients
Hello, is it possible to share a link with clients where they could check what I have on my catalogue or list? Thanks
Assign check number when paying via check
I'd love to be able to add the check number when paying by check, so that it syncs back into Zoho Books to show in the cleared/uncleared checks section under expenses. Otherwise when paying other bills I have to skip check numbers as there is no way to
Campaign like visibility within Zoho CRM
Hey Team, I love the functionality of Zoho CRM but the biggest missing piece for me is the visibility of marketing activity within Zoho CRM that Zoho Campaigns has through the Zoho CRM Campaigns module. Is there any plan to either add the visibility into
Report for user
Hi Team, I need to create report on Dashboard for each user. I am attaching sample of report. Please have a look and let me know how I can able to create Dashboard for particular user. Please help me. Thank you for your time. Regards, Dvipa
Do you have Deluge code to create Books Invoice directly from data in a Deal?
I want to programatically create a Books invoice directly from a Deal. My Deal data includes a multi-line subform which is Lookup into the Product table in Books. So the invoice would collect Account, Contact, etc, and iterate through subform and create
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The tooltips displayed when hovering over icons are blocked by the slide information (see attached screeenshot)
Zoho CRM の電話連携について、おすすめはありますか？
こんにちは。以前こちらでSurvey と Formsの違いについて質問をし、その際は他の方より多くのアドバイスをいただきありがとうございました！ 今回は、Zoho CRMの電話連携を試してみたいと思っていますが、コミュニティで電話連携の機能を利用されている方がいらっしゃったら、活用法やおすすめの電話連携システムを教えていただけたら嬉しいです！ やりたいことしては、電話の問い合わせを受けた際に顧客情報や関連情報をすぐに見れたり、通話の録音データなどが残ればなおいいな、と考えています。 よろしくお
Delayed messages
Hi everybody! I am testing Zoho desk under live conditions and I've noticed that messages somtimes are delayed for quite some time. While google mail forwards them without a problem, Zoho desk often seems to process them with quite some delay. (Example
Telephony external id in Zoho Desk
Hi, We are looking for a way to get the external telephony id in ZohoDesk. I see that Zoho CRM already has this feature: https://help.zoho.com/portal/en/community/topic/telephony-external-id-field-added-in-crm But my customer doesn't use crm. Only ZohoDesk.
Email only accounts not possible!!!
Hello, I've tried to ask this before without a concrete response. We are a small startup scaling up just now to a larger team. The initial team of employees are ones that need to use all the Zoho services (Zoho one plan) and they are already on it. The new and bigger batch of employees "just" need email access - They don't need Docs, campaigns or any other Zoho feature thats packaged in Zoho One. We can't ofcourse create emails on 2 different mail servers technically speaking. So we are stuck with
Recent Updates on CRM Mobile Application
Dear Enterprise Community, We are thrilled to announce the latest enhancements to Zoho CRM Mobile! We've introduced exciting new features and improvements designed to empower salespeople and streamline their work. 1. Account suggestions in the Leads module
Assistance with Solution Architecture
We are integrating with Razor Pay and CRM with ZOHO FORMS. We need to understand as an aggregation platform following information :- a)What module to Integrate with CRM and for subsequent integration with ZOHO Books. b)fields required on form to print
there is a possibility to auto switch to list vew when return to main view.
Hi, I am in kanban view and when I return back to main view, there is a possibility to auto change to list view eventhough I do nothing. It happen since kanban upgrade (may be last week?).
API to collect surveys?
We need to automatically download survey results to a database when a survey is completed - can Zoho Surveys automatically email (or send via RestAPI) a survey after its completed?
How to generate a permalink for a dashboard that allows external access and how to send dashboards to non zoho users as link only (no attachment please) via scheduling mail?
We are a outsourcing company and we have lots of clients. We designed dashboard for each client in zoho analytics. Our clients are not zoho users and we want to schedule mail for them with only dashboard link (no attachment as view or pdf) How to generate
Sudden error after monts of smooth operation: "Error at on submit script".
Hi Everyone :). I have a creator app running smoothly for a few months now. A colleague of mine was adding assets this morning when she suddenly received an error : "Error details:Error at on submit script." I then tried myself and got the same error.
Manage Followers
Hello Zoho team, It will be very nice if the Followers can be added/removed in a similar fashion as you can add/remove Owners in tasks. Right now it is hard because you have to open task by task, which it is too much work and very inefficient for the Project Manager. Also it is very inconvenient the fact that you have no way to remove a follower from a task....
History
Good afternoon, I`d like to know how can I see the history of a case, changes of preperty, etc. Thanks.
Visitor insights now in your inbox with SalesIQ Extensions!
Hello everybody! Responding to your prospects emails can be a bit tricky, especially when we don't know much about them or their interests. Cause what's the point if a salesperson is unaware of the customer needs? Just imagine I told you that you can
Zoho CRM field is disabled
Hi, Im trying to send a link from Zoho CRM to a contact which has a link to my zoho crm form prefilled with their details. Im following these instructions: https://help.zoho.com/portal/en/community/topic/tip-2-prefill-forms-automatically-with-existing-zoho-crm-data
ZohoFlow search Workdrive Folder by keyword
Good afternoon, I have a flow set up where the trigger in CRM is a creation of a property in our Properties custom module. When a new property is created, the flow creates a folder in Workdrive and a series of sub-folders using data from the CRM record.
users unable to view own tickets in help center
Hi, I am testing the self service help center in Zoho Desk. When user is logged in they have a button for submitting new tickets, but once the ticket is created there seems no way to see the ticket from the customer portal. I am always taken to the
ZoHo Support | Duplicate Ticket Detection
Hello, Is there any way Zoho can "read / detect" an already assigned ticket number in the subject header or body of the email? Example: Ticket [## 19662 ##] **URGENT** Ocean Quote - Normagroup Now, when someone who was in copy replies to this email or an RE: gets placed in the front of the email automatically via outlook, our system creates an entirely NEW ticket which is then prompting us to search our tickets for "similar tickets" to then merge them... We're spending a TON of time merging and at
Free Webinar Alert! Managing Zoho Desk tickets right from Zoho Workplace
Dear Zoho Mail Community, Hope you're all doing good and staying safe! We're glad to announce the Free Webinar on Managing your Zoho Desk tickets right from Zoho Workplace and its applications. Join the webinar to learn about the tight integration of
Free Webinar Alert! Manage your tickets right from Zoho Workplace
Dear Workplace Community, Hope you're all doing good and staying safe! We're glad to announce the Free Webinar on Managing your Zoho Desk tickets right from Zoho Workplace and its applications. Join the webinar to learn about the tight integration of
Including Signature while creating a ticket in Zoho Desk
Hello, Is it possible to include the signature during the creation of the ticket? We have to copy the signature ourselves all the time! Thank you
API Scope for Layouts?
I added several lookup fields in zoho desk that seem to exist in the modules but they aren't appearing under Modules & Fields. I assumed some of the functionality might be broken, so I wanted to investigate the layouts with the API. When accessing desk.zoho.com/api/v1/layouts?module=ticket
Adding gradients, transparency and patterns to colors
It would be great if there were gradient options, transparency and be able to add patterns to the colors to the top of the web page. The only options you have are solid colors.
How can I change the picture for a contact person in Zoho Books
Today I was adding a new contact person to an existing customer. When I was done entering his info the new contact person was displaying an image off the King from Burger King with sunglasses. (See attached screenshot) Where is this image coming from
How to add a custom column in the invoice table in Zoho Books?
Hello, I recently added some custom fields in the invoice module in Zoho Books which I want to add to the invoice table. I saw in the PDF template settings that it is possible somehow. Couldy you please tell me how I can add a new column in the invoice
New project layout with new section and custom fields but fields invisible
Hi, I created a new layout, with section "case details" and custom fields in it. The section is visible but fields under it is not. See below. The design is like below: What could be possible reason? Thanks.
Offline Version of Zoho
When will a offline version of Zoho be available? Joe Overlock
Details Button in Business Messaging Zoho CRM doesn't work when it is clicked
I am using Google Chrome on Macbook, in Business Messsaging section there is a 'details' button on the active account but when I click that blue text button it is going nowhere
ZOHO COQL query bug
Hi Zoho team! I found a bug in your COQL handling. please have a look at the query I am sending to the COQL endpoints: https://www.zohoapis.com/crm/v2.1/coql OR https://www.zohoapis.com/crm/v4/coql "select Potential_Name.Deal_Name,Potential_Name.id FROM
GROUP BY error message with IF statement
Hi, I'm reasonably new to coding so this may be a really simple fix (i hope anyway!) I'm building a query table to identify cases for inclusion in a healthcare quality indicator as well as produce an output column that provides a true or false statement
Whatsapp credit is automatically added without making any payment
So, I am testing to integrate Whatsapp to Zoho CRM. I try to add credit like this. I expect, after clicking 'make payment' green button then Payment Method pop up will show and I can choose to pay by Credit Card, Paypal or something like that. but that
Zoho + Linkedin
Hello, I know things are in discussion with Linkedin but to me, things need to move forward quicker than that, so it matches Zoho recruit's users needs. I realized something lately. When candidates apply through Linkedin, it creates a specific tab in
Developers ZUG Virtual meetup: Sign, send, and manage documents from your application with Zoho Sign’s APIs and SDKs
Hello everyone! Building a legally valid and secure digital signature app from scratch is time-consuming and requires expertise in multiple areas. Zoho Sign's digital signature API can help developers like you plug and play with your app or website with
Can we get a kanban view in the Job Opening page?
The Zoho CRM has this, in each jobs pipeline is there a way to get a Kanban view of the candidates in each stage? Breezy HR does this to perfection https://breezy.hr/features/candidate-management However lacks any sort of CRM..
Outgoing blocked - Unusual Sending activity
We have received a request through our Abuse Control form. Please follow up with the customer to address their concerns. The following information was provided by the customer: Nature of your business: Customers service Type of emails you generally send:
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