Unable to change the name of Lead Source Form
I'm trying to change the name of a form created against a lead source, but no matter what browser I use of how long I wait it doesn't save :
Afficher un champs de la section "Compte" dans une vue des "Affaires"
Bonjour. Je voudrais avoir une vue des "Affaires" qui me montre à la fois les noms des entreprises ainsi que les numéros des entreprises y associés (ces derniers étant la valeur du champ de la section "Compte").
Get more records from Zoho Books
Hello There, I have 200 above records in Zoho Books.I want to get those records and push to Creator .we need sample syntax for this.
Post to Channel and Mention User based on Users Drop-Down Field
I am making a custom app in Connect which has a Users drop-down field, displaying the users' email addresses. My aim is to have a workflow which posts a message in a channel and mentions the user chosen in the drop-down field. I have successfully been
Anyway to disable autofill?
When in putting In strings of text in multiple cells. The auto complete can cause a lot of problems in make it almost impossible to enter what you want. It almost makes it unusable.Is the beginning of a long string of text is the same it will try to
Is it possible to customize reports?
The information and format of the activity reports isn't very helpful for our needs so I'd like to be able to customize the exported report. For example including a column with Email when "Request user data" is used. Another thing that would be helpful
Support Inquiry for Website Development Issues
Hello, If I encounter any issues with the website I have developed and launched on the internet, how can I contact you to request a programmer to address a problem I have on the site and receive a prompt response? Do you have a WhatsApp number or customer
Introducing Newly Enhanced Interview Kit (Quick View)
We're so excited to announce the newly enhanced Interview Kit's Quick View. Incorporate efficiency into your recruitment paradigm by engaging the capabilities of Interview Kit's Quick View. Interview Kit (Quick View) The Quick View, a succinct rendition
[Upcoming Webinar with Industry Analyst] GenAI in BI
In today's BI and analytics landscape, data reigns supreme, and AI is transforming the way businesses derive value from raw data. Of all the facets of AI, GenAI is further democratizing BI, enabling businesses to build a more sustainable and scalable
Allow pre-setting To/CC/BCC in email templates
I'd love to see this be implemented to where when we are setting up email templates (including HTML/Plain Text) that we can also pre-set what email addresses (direct input, or via merge tags) are for the specific template so when we go to use it, it has
Updates in Zoho Workplace applications | Jan and Feb 2024
Dear Workplace Community, Hope you're all doing good and staying safe. While we continue to provide you with a seamless solution for collaboration and communication within the organization, we at Zoho Workplace were coming up with quite a few new features
Free webinar: Transform your digital work experience with Zoho Workplace and Zoho Sign
Hey there! Are you tired of coordinating documentation across multiple teams, such as legal, finance, sales, and marketing? Zoho Sign's integration with Zoho Workplace can alleviate this hassle. By integrating Zoho Sign with Zoho Workplace apps, you can
Customize Content option is working while creating your posts
Customize Content option is working while creating your posts. I have tried different browsers and system, disabled adblock but all in vain. When I click on Customize Content nothing happens.
TransMail Overview
Note: TransMail is now ZeptoMail. Click here to know more. Hey there! It's been 5 months since we launched Zoho's transactional email service — TransMail. We've had great response and onboarded many users. I'd like to now give an overview of TransMail
I use a Zoho.com email — can I move to Zoho.eu?
I have an old Zoho.com email address that I use for personal email. I got it before it was possible to get a Zoho.eu one or to have my data in the EU. is there a way to either keep my email address and move the data to the EU DC, or to create a new email
ERROR - 'Sorry, we are unable to process your request.'
Hi Team. This is Anish Sankhe (anish@forbinary.co.in). I am continuously getting this error 'Sorry, we are unable to process your request.' while trying to send mail or save it as draft. This is happening for emails that have an attachement. Kindly please rectify.
Maximum number of rules that can be created
チームごとに作成できるルールがあります。 作成できるルールの数に制限はありますか?
Automating adding contacts to a campaign based on a change to a specific field
nb. I'm referring to the Campaign object in Zoho CRM here, not an email campaign in Zoho Campaigns. I'm looking to build a workflow that will add contacts to a particular campaign when a specific field on the contact record is updated to contain specific
Access Denied
When I want to access my zoho website I get a screen telling me Acess Denied Contact your organization account administrator. I haven't a clue how to grant access to myself (I am the account administrator)
Clients View of Project
Hello, I am trying to add an external Client to the project and give them view of all the tasks associated to it. Right now when they log in they dont see any tasks in the project but I have alot of tasks in there. Am I doing something wrong?
Seperate Registration Page or Using Zoho Backstage with Wordpress
Hi folks, We are using Zoho Backstage for our events. Also we are using Wordpress as our main website. We just want to add button to links directly to registration form. But we could not do that. It opens only with popup in our Backstage page. Is it
Live Stream doesnt work... it never shows any information
Hi All Currently on Zoho Social Premium trial - I'm loving it so far and keen to sign up, but the Live Stream just never populates. Its been like the screenshot below since I signed up for the Premium Trial. Is it broken or am I doing something wrong?
Zoho CRM Sales Orders and Products -> Report which products are sold in a period
Hi, How can I create a report (in CRM or Zoho Reports) in which I can use Sales Orders and the Products registered on those orders. It looks like there is no link between the 2 tables in the database while in CRM it's presented as there should be a link between the tables. Anybody any idea how I can combine these 2 tables so I can use them for reporting? Thanks Frank
How do you add pagination to a Zoho Creator Page with zoho.crm.searchRecords
I have the following Deluge query which is correctly searching my records of up to 20 records per page, up to 5 page: l_Pages = {1,2,3,4,5}; m_SearchParam = Map(); m_SearchParam.put("sort_by","Registration_Date"); m_SearchParam.put("sort_order","desc");
Zoho FSM Pricing
I just want to let you know that it may be worth revisiting the pricing model for Zoho FSM. I have already shown it to two clients who really were interested but the pricing/structure was so strange they both declined to move forward. It was understandable
Landing page not open on home page
After launching the website landing page not open on home page. it is landing in blog page. how to solve the issue?
Conditional Formulas
How can I connect one formula to another formula affecting the overall score that I set? Every time I try to connect the previous formula with the new one, it does not register and just registers the previous formula and not the combined one. I am trying
Images that are mobile responsive
I have included an image in one of our Zoho forms, crediting some sponsors. I embedded this within a description field. This works well on desktop but I need to be able to swap this image out for a different one when people view the form on mobile. Is
Auto populate event from lead info
We are looking to populate the event fields with info from the Lead whenever we create a new event. I understand a custom function is needed, but I haven't been able to figure it out. Basically what we are looking to do is: Title = Lead Name + City Location
SIP integration Zoho CRM
Hi there Is there a way that we can integrate our own sip provider to use within Zoho CRM. We are based in South Africa and i am sure it wont be that difficult. Thanks
I cant add a contact with gst_no getting error {"code":8,"message":"Invalid Element gst_no"}
am trying to add a contact into zoho books but when i add the key "gst_no" into the post data am getting error {"code":8,"message":"Invalid Element gst_no"} ,but if i remove the key contact will be added, am adding my postdata for reference to see if
Expenses
Hi, I sell jewelry online and I'm new to business and accounting. So please use simple words as I'm still learning the terms. My main product is earrings. To sell the earrings, depending upon each order, I'd need one or more earring cards, cardboard boxes,
Adding customer as end user resulted in error
I have a customer that I created as end user, she received the registration email but it resulted in an error, see screenshot. Since then I've deleted and re-added her several times but she no longer receives the email and cannot register. We've checked
Archive Tickets
Hello, As an Admin user, I can search for tickets in the search functionality, but those that are archived only appear if i click to search in 'all modules' rather than 'tickets'. One of my colleagues who is an Agent doesn't have the option to search
Has anyone created a bookmarklet to send a URL straight to a pipeline as a new deal?
The goal is this: 1. you're on a company page or LinkedIn profile 2. you'd like to create a deal out of this specific page and send the URL straight into a new deal into an established pipeline 3. you'd like to hit a javascript bookmarklet right in your
Addition of T-Day to Project Templates
It should be possible to set a project template to start at an undetermined date, "T Day". All tasks would be relative to T Day and the dependant tasks. For example: #1 Planning Meeting - T Day #2 Prepare plan from planning meeting notes - T Day #3 Prepare project plan - T Day + 1 #4 Review project plan draft - T Day + 2 #5 Send project plan to client - T Day + 2 Such a feature would make project templates much more flexible and usable. Currently the dates are all fixed upon entry. When the template
How to trigger workflow thru update record API?
Hi, I am using this API to update the record in CRM, but seems it will not trigger workflow. Just want to know how to make it trigger workflow? https://www.zoho.com/crm/developer/docs/api/v5/update-records.html
Major issues with Zoho Writer export to Microsoft Word
Hi Zoho Community! Is anyone else having major issues with Zoho Writer documents not exporting to Microsoft Word? I've had minor layout issues in the past, but I just created my first major client deliverable with Zoho Writer - it had graphics, checkboxes,
Weird Text Format Issues between Desktop and Mobile
I believe this is a side server bug as this only started to happen as of February 17. So when I create a note on mobile and then when I view it on desktop for some reason, every line gets double margined so for example on mobile if you do: Test Test Test
Make an Invoice out of an Recurring-Invoice via the API?
Hello, i need to activate the Books intergrated Function to make an Invoice out of an Recurring-Invoice via the API. I have several Recurring-Invoices in Books and i am building a function, that read Zoho Desk Tickets and they Timeentrys to generate Books Item in Invoices, but if i only have an Recurring-Invoice i must generate the Invoice of it. Here is the Button in Books on an Recurring-Invoice, upper right corner, the button in the Middle (Create Invoice) :D Thanks for every help.
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