How to include record image field from Zoho CRM in writer
Hi, We’re using the rich text fields in Zoho CRM. How can we include these fields in Writer? They’re not in the list of fields? Solution or workaround? Same question about the main image of a custom module in CRM. How can we include this image in document
Zoho Developer Hangout (ZDH) - Episode 10 | Codebase Maintenance and Error Handling in Deluge
Hello everyone, We're happy to introduce the 10th episode of Zoho Developer Hangout. In this episode, our top community contributor @Eric Chrobak, CRM Engineer at Vaspian, offers insights on developing maintainable applications, and imparts
Import Templates from Zoho Writer
Inside of zoho recruit, it is possible to build a template using zoho writer, however it is not possible to import a template that you have already built from zoho writer. I spent hours making a perfect template with headers, footers, and custom spacing
Cadastrei meu domínio errado
boa noite Criei uma conta com o domínio CONSEG.COM porém cadastrei pelo gmail quando o serviço usou o aplicativo não tinha como entrar no gmail tentei cancelar mas quando tento cadastrar agora informar que esse domínio já existe como posso resolver isso,
Bug report - Mailchimp Add-in
Hi, I'd like to report a bug that is affecting our work. We have the Mailchimp add-in installed and we have configured it to be accessed by two profiles, Admin and Marketing: However, when users with the Marketing profile try to use the Mailchimp tab
Introducing post-paid billing in Zoho Office Integrator
Hey users, We're pleased to announce that you can now maintain uninterrupted business operations even after API calls associated with your Office Integrator subscription plan have expired. With our new flexible post-paid billing option, you have the flexibility
Can't find a way to filter for active accounts (which is business crucial)!!
Hi there, i couldn't find a proper way to filter for "active accounts". an active account is on that placed an order for a certain product or brand within a certain timeframe. This is a crucial search functionality for sales. I've been experimenting with
Zoho Sprints - Q1 Updates for 2024
Hello Sprinters, The first quarter of this year has been quite exciting following the release of Zoho Sprints 2.0. Our roadmap encompasses a whole lot of new features and enhancements. As a start, we've rolled out some of the new features and improvements
Incoming call Zoho Books Icon Telephony
When the customer calls, the notification pops up on our Zoho CRM. It shows Sales IQ, Desk, CRM, and Recruit icons. Is it possible to add Zoho Books
Bank feeds are broken
So my bank changed their website a few weeks ago. It requires 2 factor authentication to log in which I DESPISE, because I have to check a text or email to log in. Since then, my bank feed in Zoho has stopped working (since June 4, 2021) and nobody
Zoho API CORS
Hello, I'm trying to use Zoho books API. I have registered "Client-based application" and set my JS domain to http://127.0.0.1:4200, but when making requests to API I get CORS error. Am I doing something wrong? Maybe problem is with using ip/port d
Join us in London for the Zoho WorkDrive User Group meetup!
Hello, everyone! Exciting news! We'll be hosting an upcoming Zoho WorkDrive user group meetup in the vibrant city of London. This event is the perfect opportunity to gain valuable insights and practical tips for improving your document management and
Survey data validation
Informed decisions stem from the accuracy and relevance of your survey data. Zoho Survey's validation features are designed to enhance data quality by guiding respondents to provide precise and intended answers. Mandatory questions: Guarantee collection
Using custom field in reports
Hi, how to view and filter reports by custom fields in report Need this function in "AR Aging Details By Invoice Due Date" report .
Hide banking information to users
Hi, I have invited my employee as a user and would like to give access to contacts, items, Purchase order and Sales. Would like to hide other information like banking, reports, etc. Please explain.
FB posts not publishing multiple images in single post
Hello. We've suddenly started having a problem with posts that contain multiple images. Everything posts fine to Instagram, but the posts to Facebook wind up without any images at all. Posts to Facebook with a single image work fine. Please help!
Zoho Social Facebook Integration Not Posting Pictures...
Hi - Checked the forum and didnt see this listed anywhere but the facebook posts are not throwing an error but instead are allowing the pictures to be attached and allowing the post to go live....but it is all text and no pictures. :-(
コミュニティダイジェスト 2024年3~4月
こんにちは。Zoho コミュニティチームの中野です。 フォーラム上での議論やZoho からの製品アップデートやイベント情報をまとめた「コミュニティダイジェスト」を投稿しています。 3月、4月の活動は以下のとおりです。 また、今月、来月のユーザーさん向けイベント情報も共有していますので、ぜひご確認ください。 [ Zoho CRM アップデート情報 / 新機能リリースのお知らせ ] 会計年度機能のアップデート：年度の構成を週単位で設定できるようになりました。 売上予測機能のアップデート：目標値の設定方法が増えました。
Zoho Free Plan
Hi, I have my Zoho Mail forever free account from 2017. I have neither upgraded nor downgraded my account from the time I created the account. My dashboard shows 25 licenses. I read in another post that as long as a user does not upgrade or downgrade
Recent changes in the reliability of campaign results
Hello Zoho Community, This post isn't to bring up a specific issue with Zoho Campaigns specifically, but rather to discuss an issue we've been seeing more often in regards to email campaigning in general. The issue is something we've seen not only with
Some fields editable in Detail View and others only editable in a full record edit
Hey friends! Curious if anyone knows why there are instances where default Zoho CRM fields cannot be edited on the detail view. For example, in the "Tasks" module, in order to edit the "Contact", "Reminder", and "Related To" fields, you have to edit the
How to avoid reopening of tickets on customer response.
Hello, I dont want a closed ticket to be reopened when the customer replies on it. Please help me to avoid this. Thank You.
Create email template for all department
Our objective: To utilize the same wording for all departments Currently: We have to individually edit each department's email template Question: Is there any easier way to edit email templates for all department?
Turning Age workflow by countdown
Is there a way that zoho crm can send out automatic emails based on a person getting closer to a specific age? I have insurance clients that I want emails and drips to start as they turn 64 1/2. So basically its a countdown by days of of their birthday.
Workflow trigger based on old/new field value
Good morning, I have a field (X) which is automatically updated every so often. We track this data for various reasons and it's key, so I'd like to receive a notification in specific circumstances. We have a Pick List field which is one of the conditions
Add/Clone Multiple Opportunities for an account
We have a MRR partner model, so when we sign up a new partner I would like to create 12 cloned opportunities for each month without having to create 1 then close it individually 11 more times. Ideally I can label each and autofill the end of each month
Map Deal fields into Account module
Hi, my plan is to map certain fields from the deals with the connected account with the help of a function. I found a lot about the lead mapping process but nothing about field information that should be sent from deals to accounts. Is there anyone who
Dear CRM, please answer this simple question: how many leads have been created in (e.g.) january?
Is there anybody could explain why zoho crm do not have this information by default? Thanks.
Fallo en importación automática del estado de la cuenta en Zoho Books
Hola, desde hace algo más de una semana se han dejado de importar de manera automática los datos de nuestra cuenta bancaria en el banco BBVA dentro de Zoho Books, que hasta ese momento se actualizaba perfectamente. Ni Zoho ni BBVA nos ha conseguido dar
Images not posting on Facebook for the last 3 days - ZOHO SOCIAL
Images have not been posting on Facebook. Causing massive amounts of extra work and devasting impact on our engagement. Why has this not been fixed? Why cant i contact anyone at Zoho? When will we recieve compensation for this massive outage and more
Book mark for very large data reports
My users will need the ability to bookmark report rows for retuning back to them at a future date. Can such a feature be made available in Zoho Creator for a "wish to review" again row in my report?
Zoho Creator - Pages - Embedded Reports - How do I remove the "eye" or action column
How can I get rid of the first column? I have combed the internet -- worked and re-worked my embedded report in my page. I have added every possible element as "false" Below is my code to get there: <%{ %> <div elName='zc-component' viewLinkName='DEV_TEST'
Join Us for the Zoho Enterprise Community Meetup in New York City on May 30!
Dear Enterprise Community, We are thrilled to invite you to our upcoming Zoho Enterprise Community Meetup, taking place in New York City on May 30th. Event Details: Date: May 30, 2024 Location: 1120 6th Avenue, New York City, New York - 10036 Time: 10:00
Multiple users posting from one account
We have several people working at the company that keep track of our social media posting to various platforms. Is there a solution for login codes that go to only one cell phone number.
Sync Zoho Projects Calendar
Hi there it looks like export of a Zoho Projects Calendar as ICS/Gcal file does not include events anymore. If I download the ICS file from Calendar -> Sync with Other Calendars -> Icalendar -> Download I can't find anything except tasks. it used to be
How to create master and sub-projects relationship
Hi all, Would it possible to create master and sub projects on Zoho Projects? As we are operating in many countries and each country also has many projects running parallel. And each projects also has resource and/or schedule dependency between each others. Here is the structure we are looking for; Master Project Singapore SG-Project 1 SG-Project 2 Malaysia MY-Project 1 MY-Project 2 Thailand TH-Project 1 TH-Project 2
Master and Sub Projects creation
Hi team, I am looking to create a mast project and sub projects under it. Does Zoho projects support such heirarchy? Example: Master Project (ABC) XYZ (Sub Project) Project 1 Task1 Task2 Project 2 Task1 Task2 MNO (Sub Project) Project 1 Task1 Task2 Project
Manage multiple organizations /domains in 1 account in Zoho Mail
Hi Team Zoho, we are an agency in Dubai offering various web solutions. For Email hosting, we chose you as our platform for our clients. Question though, we want to manage all our clients (having different domains of course) in 1 Zoho account so we can
Is it possible to export only the latest comment from a task?
Hi team, I was working in zoho projects but during export I want to only export the latest comment from the task is it possible?
Send an email template from Contact Module when a stage deal is closed won from the Deal Module
I have the following scenario: I need to send an email template from the Contacts Module when the stage of the Deal/Potential Module is Closed Won. I tried the following approach: 1. I created a workflow in the Deal/Potential Module that updates a checkbox
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