importing contact: can i "map field" into topics?
hello, I'm moving from Mailchimp to Zoho Campaigns, and while testing the import function, I ran into an issue. In Mailchimp, my subscribers are divided into groups - the equivalent of "topis" in zoho campaigns. I have this information in the import file
Zoho campaigns "merged tags" - what's the difference between "update profile" and "contact preferences"?
which one of them lead the user to the screen where they can change name/phone number, and which one to the page where they can choose topics?
Migrate from Rounded accounting to Zoho books
Has anyone had experience migrating from Rounded to Zoho books? I can't seem to find how to export the invoice data. Can only migrate, client info (did ok), and income and expense report did come migrate well. thanks in advance
Assigning a default expense account to a vendor
I was wondering if there is a means to assign a default expense account to a vendor so that the expense account automatically populates when creating a bill? If not, are there any workarounds I can try to help me on this front? Thanks!
User mentioned and the words in the chat message are not readable in Dark-mode
Hello Team, When a User is mentioned or tagged in a message, and when the user clicks on the "mentions" icon at the top right corner of the screen on web app (Chrome) to view the messages, the user mentioned/tagged and the message are not readable in
using zoho sites i want a pop up to appear when a customer clicks "contact us" to collect customer details for zoho crm
Hi I cannot seem to find this simple request function anywhere. We use Zoho sites and have access to the full Zoho One suite (if another product is needed). I want to set up a pop up when a customer clicks on a button, in this case contract us now. In
How to approve portal access requests
Good Morning all, I cannot for the life of me find where to approve requests for portal access for users. Can someone please let me know where this is? Thank you
Capture Contact Name using email address
We use GMass to send multiple emails. Using Zapier, I am able to create new entries into a custom Module in Zoho CRM - Email Captures. What I need to do now is send the date and campaign ID from the new Module entries from Email Captures to the Contact
Trying to Access all Zoho analytics data?
Hello, I am using post man at the moment to test the API connection to Zoho Anaylitics. When it comes to the URL and parameters, I think I am missing something or adding the wrong information in a step. This is currently what I am trying: GET: https://accounts.zoho.com/oauth/v2/auth?
How to update subform record through a widget in Zoho Creator.
Hi. Can I ask for help what is the correct syntax for updating records in a subform through a widget? The below code can fetch subform records. I need help with the correct syntax I should use on the Edit function(function myfunctionEdit()) for how I
CloudConvert API
I have searched around to convert an image to a PDF but was unable to find anything. I came across CloudConvert which has 25 free credits per day for file conversions. A few topics, such as this were looking for file conversions. One of the replies says
Kaizen #133 - Deciding on the type of applications: Self-client or Server-based?
Welcome back to the Kaizen series! In this week's post in the Kaizen series, we will discuss self client and server-based clients in Zoho CRM. We will explain these two client types in separate videos, along with their practical application using Java
Request for Assistance: Setting Conditions and Calculating Duration in ZOHO CREATOR
Hello ZOHO Creator Team, I am currently working on a project using your platform, and one of the forms I've built includes two fields: Working start Time and working end Time , I would like to set a condition that prevents the user from inputting a Start
How to Provide Bug and Problem Support
I am new to all this but 'think' Zoho Assist may be the answer. I am looking for direction. We've been in business for 15 years but look to having our client base move out to 100's. We want to provide an email-based platform for users to submit bug notificaitons
Rodger's helpful scripting tips #1 - Variable naming convention
Hi everyone. I see many posts about scripting (deluge) issues and automation issues. At our business, we have developed many simple code snippets which I would like to share with you in the hopes that it helps you automate your businesses more to save
CAN SEND EMAIL BUT I CANT RECEIVE EMAIL
Hi Support, Kindly help. I can send email but I can't receive emails. Upon sending email, I receive feedback in this format: "Address not found Your message wasn't delivered to (email) because the address couldn't be found or is unable to receive email."
Social Media Simplified with Zoho Social: Understanding image/video quality while posting from third-party apps
You've planned and taken some great pictures to post on your feed before you break for the weekend. But as you upload your images or video and see the final post, something looks off. Has this ever happened to you or have you ever wondered why your media
Manual categorisation of bank transactions
Good Day I am hoping someone here can assist me. I have a lot of catching up to do with some bank transactions. I imported all my bank statements manually. Where possible i created a rule to have the transactions auto categorised. However there are some
Invoice Notes font is fine on preview but incorrect when printed
Hi On invoice preview the notes field with banking details is the same sans serif font as the rest of the invoice. When I print it, the notes field come out in a serif font (I think Times New Roman). This looks unprofessional. I have tried to recreate
List of Placeholders available for email Templates
Is there a document or help file that shows ALL available Placeholders that can be used in the email templates? We have found that there are additional Placeholders that can be used in templates that are not listed in the Placeholders list. For example
Are there any plans to revamp the UI?
Hello, I really like Zoho Projects functionality, but are there any plans to revamp the UI? If so could you please look in to a competitor product called Monday? https://monday.com/product/ Thank you
Email Template - Custom HTML import is replacing the fonts url leading to CORS error
Hi, I am trying to create an email campaign with html import option. The html has reference to a font file in S3 (For example: https://campaign.s3.eu-west-2.amazonaws.com/Cabin-Medium.eot). In preview, I see that the font url is replaced with another
Email notifications to project members - how to deactivate?
Hi, By default team members are notified by email of every actions made in the project. How can I deactivate *all* the notifications? I prefer to stream that to a RSS feed? is it possible? Thks in advance! Francois
Auto Bundle Composite Inventory
It would be super helpful if Zoho could automatically calculate the quantity of composite products on the fly based on the real-time inventory levels of the components. Right now it requires manually bundling inventory in advance. This does not scale
Function to dynamically amend Opportunity Name
Good afternoon, We are a property management company and when a prospective tenant (lead) makes an offer on a property, the system will convert the lead to a Contact and an Opportunity. By default the opportunity is named "<TBC> - (First Name Last Name)"
Under a contact emails I would like the "Sent emails from CRM" or an ALL emails option to be the default
Attached is a photo of what im talking about.
Classical View problem for SuperAdmin using Zoho CRM
Suddenly in home tab, selecting classical view shows "Without Permission to see this compenent" . I´m the Super Admin user. Could you help to solve this?
Invoice Item Charge Calculation
My company provides medical billing services to medical practices and normally invoices for a share of the "total collected revenue" from the previous month. Example: Medical practice had gross receipts in a month of $100K. Our agreed upon rate is 5%.
Gantt chart Milestone date
Hello! Everyone, It is a great pleasure to connect with you all. I am using Zoho projects for new product development, While using the Gantt chart , the milestone bars are struck on the date of creation itself rather than covering the dates of the tasklist
[Free Webinar] Learning Table Series - Creator for the Education Industry
Hello Everyone! We welcome you all to the upcoming free webinar - Learning Table Series. The Learning Table Series is a free monthly webinar that runs for around 45 minutes. It's offered to our Community users and aims to provide a dynamic learning experience
Banner and logo images not showing
I started losing my banner and logo image on my home page, then the issue migrated to the other pages. Inserting a different image does not rectify the problem, and I have tried different size images with no result. I see the banner and logo images in the editor but when I save and publish the site, only the missing image icon shows. I have cleared browser caches repeatedly and had the same results on IE, Chrome and Opera. I have tried three different themes and get the same result. The banner
Notebook Stack ?
I am looking to migrate from Evernote and checking if ther eis any concpet in notebook about the note book stack? Like collection of similar notebooks under a common header.
Offline Access
Can I access saved text while offline/out of service? Where are my texts stored? Are they automatically saved to my android files folder in either an internal or external SD card? Do I have to download my saved text?
Correct structure for HQ and office branches please
Hi, I prospect and sell to UK real estate agents - like most medium sized businesses they have a single HQ and multiple branches around the country. All the buying is done through HQ so I have set the address up as the Account. I will have one or more Contacts at the HQ location. I need to enter the addresses of each branch also. I will have one or more Contacts who are Branch Managers so each branch will need a master record to which I attach the Contacts. How do I create a branch record then connect
App Calendar View
A calendar view by day, week, and month are the easiest way to manage and schedule time. Are there plans to add a calendar view for the "Zoho Projects" android app?
Bulk updating records in CRM based on FORM responses
Hello all! We want to automate our contact details update form so that the following process can be achieved, in this order: Industry Contact receives email Email contains 8 designations in which their contact details are to be updated User submits form
Create user in MS Entra ID
Hi guys, I want to create a user in MS Entra ID after creating a record in Zoho Creator. I always got this no-meaning error, has anyone had experience using ZFlow with MS Entra ID?
Printing receipts has page breaks
When using a thermal printer and printing invoices for deliveries the submitted file has page breaks and a bunch of empty space at the end. Is there a way to have the invoice come out as a continuous piece with no page breaks and stop printing at the
Missing scrollbar in note
I have no scrollbar in a note. So, if a note is quite long, I have to use the mousewheel, but it would be a lot easier with a scrollbar. How come there is none?
Send email to all contacts of an account inside the account register
Hello, I would like to purpose to send email to all the contacts of an account inside its register. I know I can send by sending mass email to the contacts, but inside the account register would be easier! It would be fantastic if you take my idea in
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