Require approval before sending any quote
Hi there! I'm integrated with Zoho Sign and I want to REQUIRE approval from a sales manager before sending being able to send a quote from the quote page (or a sales order) to the client via the "Send with Zoho Sign" button. What is the best solution
Zoho Recruit Assessments - Filter by Result
Hi All, Is it possible to filter candidates who have passed the Zoho recruit assessment by specifying qualifier questions and weight? Their documentation says so, but the support replied that this feature is not available. https://www.zoho.com/recruit/userguide/assessments/manage-questions.html#score "For example, there are 5 questions in a specific assessment that contains 2 Weighted questions. The candidate gets a fantastic score in the first Weighted question (say, 100%) and does seemingly okay
Ranking / Filtering candidates by survey score
Is there a way to rank candidate or to filter them by survey score in the candidate tab ?
Formula Column 'aaa' cannot be removed.
how do i remove a Formula Column? this product is frustrating... Table report
Zoho Mobile App on and Custom Statuses
I have created a custom ticket status. It works on the web with Zoho but does not appear as a status option for a ticket in the Zoho Desk mobile app on Android
Marking records that haven't been update on a specific date
HI, I'm building a Creator app, with 2 forms "Work Orders" and "Helper". Every day, an excel sheet is uploaded / imported to the Helper form, where each row is added as new record. One column of the excel sheet is a unique number "WO number" and is saved
Display images
Hi, How do I make zoho display images in emails as default, I have to press the display images in email every time .. a major pain
Replace special character in webhook xml body
I have defined a webhook in ZohoCrm .I have defined my webhook body like this <data> <id>${Sales Orders.Sales Order Id}</id> <SO_Number>${Sales Orders.SO Number}</SO_Number> <SO_Owner>${Sales Orders.Sales Order Owner}</SO_Owner> <SO_Subject>${Sales Orders.Subject}</SO_Subject>
Multiple forms from different Modules in one email?
Hello everyone, We're facing an issue with our CRM system regarding the handling of forms across different modules. Our CRM has a Parent Module "A" with five sub-modules, each collecting distinct information and requiring different forms. Currently, each
Unique ID in CRM
Hello, I am an inexperienced user of the Zoho CRM and I have two questions. For any and every entry made into the CRM (in terms of customers/accounts), there must be a unique ID that zoho assigns to it. Is there a way I can access this unique ID? Furthermore,
Link Leads to matching Account records
My organization has a complex sales process that almost always involves outreach to multiple Contacts within an Account. Our sales cycle is also long and often new Leads are generated from Accounts that our sales team is actively engaged with (Leads in
Cannot archive or unassign message
One of our company's users has a TeamInbox message that cannot be archived, and cannot be unassigned from that specific user. Any assistance with troubleshooting would be highly appreciated.
Reports based on different currency aside from base currency?
Is it possible to generate report on another currency? Our base currency is in USD due to corporate requirements, but we need report on Peso to adhere with local government requirements. Is this possible?
Customize assignment from related list
Hi ! I've been looking for a way to personalize the display of one of my "related lists" for some time now. Let me explain. In my contact page, I have a module called "Sessions", when I assign a session to my contact it appears there. In this related
ADDING 'RELATED ITEMS' UNDER A SELECTED ITEM
Greetings, I was managing my ecommerce website on Shopify, and I am currently migrating to Zoho Commerce, however, I cannot seem to find where to add a related products section. See, on selection of a single product from the home page, the product details
Email when survey is completed
Hi I may have missed something simple, but is there a way to set up an email alert when someone completes a survey? Many thanks
Zoho CRM Notes button Share to Customer
hello all, we started seeing a new button called "Share to customer" in Notes. When we click it nothing happens. Does anyone know what this button does?
Can not access Zoho Survey
I am having access issues to certain sites, here is an example: https://survey.zoho.com/survey/newui#/portal/849129726 and https://survey.zoho.com/ I have checked in Incognito Mode and still the same result. Thanks Andrew
What happens when I downgrade?
I have a Zoho One subscription which I really like but am having money troubles and can't afford it. The one thing I don't like about Zoho is the online resources! I find it impossible to find answers to anything. My question is what happens when I downgrade
Survey - mail being stopped
Hello, It appears some survey send to our clients are taggued as spam or stopped by some firewall or antivirus on their side. Is there a way to prevent that? Best regards,
Blacklisted Using MA
Hi! Here is a setup that keep getting us blacklisted on Spamhaus CSS. I have a question on how to solve this so that we don't get blacklisted all the time. Our website is with a supplier (third-party vendor). The page is on a Plesk webserver. This hosted
Report Tags and General Ledger Columns
Is there a way or work-around to make the report tags appear in the general ledger report? I use report tags for location - would defo be a good to see if it can be exported as additional column in the ledger.
Item Videos Or 360 Images
Hello, please add item videos or 360 images. Thank you
How to workaround the 100 limit on scheduled reports
I work with 600+ partners that I would like to send a weekly report to, but there is a 100 limit on scheduled reports. Does anyone know of a workaround (outside extension) that could do this?
Is it possible to map a multi-level dependency?
In other words, can a custom field map as both a parent and a child for dependencies? Like so: Parent Child-Parent Child
The Social Wall: March 2024
Hello everyone, We're excited to bring to you information on the updates that went live this March to help you optimize your Social experience. Let's check out what they were and how they can help you. Analyze your Mastodon performance You can analyze
Why Zoho Launch Products that arent ready?
This is very common, it happen with Zoho Booking, Zoho Marketing Automation, Zoho Meeting and now Zoho Tables, why they don't take more time to launch something that's much more solid as oppose to having us doing QA testing
Changed domain but still sending emails from previous domain
Hi I am using zoho on wordpress website. I am currently on free trail to see how things work. I am having a problem. I signed up with a domain and then removed it and add another one. But I am it is still sending email from my old removed domain when
When will you rollout Creator Blueprint Tasks?
For existing users...
Unable to save Blueprint in Zoho Desk.
Hi I have created a blueprint in Zoho desk which has 14 states and upon saying it says " Unable to process your request". You can refer the top center of the pic for Reference. Can anyone help!
Zoho Desk Web Forms Embedded to Zoho Sites | Captcha Image Issue
Good day Zoho team, I created a web form in Zoho Desk and embedded the code to Zoho Sites under the Contact Us page in the website. The web form consists the ff.: First Name, Last Name, Email, Phone Number, Description, and Captcha. In Zoho Sites, The
Issue with Zoho Finance Module in Zoho CRM
Hello Enterprise Community, I wanted to inform you that an issue has been reported regarding receiving an "Invalid URL Passed" error when trying to access Sales Orders within the Zoho Finance Integration in Zoho CRM. This issue is specific to Sales Orders,
User Notification for Subfolder File Uploads
I have a team folder called CRM Deals, all employees of the company have access to this team folder. Within that team folder, I am creating one folder per deal that gets created. Each deal folder also has a subfolder structure for the different parts
Instagram Reels Formating Issue
I'm currently having issues posting reels on Instagram. I upload the video and I'm given a prompt to resize it as it does not meet the measurement requirements. After it's resized the video ends up being zoomed out with a black background. I want to get
email campaign - Actual links in the footer tags is showing
Hi. Been checking any ways online why are the actual links like for the 'subscribe' and 'unsubscribe' are showing in the emails sent? How to embed them using plain text version of the email campaign template? Thanks in advance for the help!
Please Help! I can't create user! "This user is not allowed to add in Zoho."
Whenever I'm trying to create an email user I keep getting this message " This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details" Please resolve my issue! Thanks
"Chat with our experts" leads to nowhere.
Come on guys. I have screenshots and data to provide to the team to help improve your product but you're trying to make me jump through hoops(50000 products to choose from) to supply that information. My problem simply right now is: I can not connect
How to create client portal
Hello guys. Is there a way to create similar client portal with some zoho one tool(s)? I've been trying to create something similar with zoho creator, but I didn't find a way to add chat there so far. Any ideas?
No cart\member portal in mobile version?
Hello! After we have published our Zoho Commerce site, we noticed that cart and member portal buttons are completely absent in the mobile version. They don't appear in the menu even after anything was added to the cart. So is there any way to make them
Sending emails from the general recruitment group email from within Zoho Recruit email templates
Hello, I am facing a small problem where my own email is showing as the sender from Zoho Recruit outgoing emails. I don't want candidates to see my own email address. instead, I want them to receive an email from recruit@MyCompany.com. The group email
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