Notify me when a CALL has been scheduled in Calendar Booking
Hi! To be clear, I'm referring to Calendar Booking within the Zoho CRM calendar module, not Zoho Bookings. Thanks to the Calendar Booking FAQ's, 😃 I figured it out how to receive notification of a scheduled meeting by enabling the "Notify me when a meeting
Line Spacing in Zoho Writer
Can anyone tell me how to change the setting in Zoho Writer for line spacing from 1.5 lines to a single line as I am trying to change it but it will not accept my input. Any ideas would be helpful....
Allocate User To Branch
Hi, make it possible to associate a user with a branch so that the system automatically selects that users branch/items from that users branch. Thank you
Earnest Money Deposit - Land
Hello, our company is purchasing a piece of property. We have written a check for our earnest money deposit. How would I go about accounting for that? Also, how do I account for it if we close and don’t get that back (applies to transaction) or if we
Zoho Security
There is a serious breakdown in the security that Zoho provides business owners. When I have an employee that does not show up for work or is fired, Zoho blocks all administrators from accessing that employee's account without permission from the employee
How to import Quotations, Sales orders, Invoices etc from another CRM?
Is there a way to import data such as quotations, sales orders into Zoho CRM in bulk? If so, in what format?
How to view closed tasks?
Yesterday I was working on a task in Zoho Projects - I finished the task so I clicked on it and selected “mark as complete”. The task then disappeared from the task list. However - now my client asked me to go back and do more work on that task. So I want to reopen it but can’t find it. It was not part of a Milestone or Task List. It was in the default “General” list. If I search for a keyword in the search box at the top of the page - it finds it - but I was wondering if there was a better way to
Block field technicians from viewing past data
Hi We have given access to our field technicians to view Zoho CRM schedule and work orders on the mobile app. But we want to limit their access to past data once they have completed the job. How can we do that, if possible?
User access to folders within a project
Any way to restrict user access to specific folders of documents or must I create a new project to do so? Thanks.
Connect a form with a Spreadsheet
I have a spreadsheet that performs once-off calculations on inputted data. I made the input fields editable and locked the other fields, and that works on a desktop browser (Firefox). However those fields are not editable on a mobile browser (Firefox
Change name of column
Need to be able to change the name of a column when it is already being used in a chart/report.
Better way to update field name in data query and dependent reports.
I want to rename a field in a data query. That's not a problem by itself but I am not allowed to rename and save if that field is used in any other reports. The only way I found so far was to MANUALLY add the field again with a new name, MANUALLY edit
Move Password to Folder from Chrome Extension Interface
It is currently not possible (as far as I can tell) to assign a password to folder(s) from the Chrome extension interface once the password has already been created. Our users interact with Vault almost exclusively within the extension, especially when
Kaizen #127 - Circuits in Zoho CRM - Part 2
Hello everyone! We're back with part 2 of Circuits in Zoho CRM! We are as excited as you are with this topic! Let's dive right in! As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.
Link to Records in Mail Templates
Hello All, We often use template emails for internal automation. For instance, 3 days prior to a candidates start date on a job, an internal system email is generated to the candidates recruiter, telling that recruiter to call the candidate to ensure
Ring Central Integration Does Not Work As Advertised
Please watch this video: https://www.youtube.com/watch?v=NFxBDHgDA10 Here is the transcript... 0:34 account when a call comes in your caller 0:37 is instantly identified and match to 0:39 existing contacts in zoho the 0:41 corresponding contact profile pulls up 0:43 on your screen immediately showing 0:45 historical call activity now you can be 0:48 well informed even before you pick up 0:50 the call throughout the call you have 0:52 easy access to valuable contextual 0:54 customer information so
Absolutely everything in Zoho Books is broken
Even for Zoho this is an unprecedented degree of fucked-up. See screenshot.
Multiple user viewing permission
Hello! I'm building and app for users that will connect with the customer portal. Many companies with many users will use this app. For obvious privacy purposes, I need to have a filter for the users of the same company to see only their records. For example, company "A" has 3 users, U1, U2, U3. U1 must see and edit U2 and U3 record...an so on. Is there a way to do that with Deluge? As a admin, I will manage the users in each company in a form. Thank you very much
How to add free Zoho CRM users with the Zoho One Paid Subscription
Hi All, I have purchased a Zoho One Subscription for my company, but I need to add free Zoho CRM users into my organisation. I have tried some method and unable to do it. Can anyone help me to achive it. Thanks in advance Yours Truly Gautam 95973428
New in WorkDrive: Templates
Templates are preset layouts that help you create files with consistent file settings, such as style, design, and formatting, including the default or primary content. Zoho WorkDrive allows you to create and use templates for documents and spreadsheets
How to fetch an Account's associated contact in Zoho Flow?
Hi, How can I fetch the associated contact of a Zoho CRM account in Zoho flow? E.g., I want to get the first/last name, email, and phone number of the main contact for an account. Fetch Contact and Fetch Account don't have a common field to search based
Community Digest Febrero 2024 - Todo lo nuevo en Zoho Community en Español: nuevo plugin, trucos, eventos, ¡y trainning!
Un mes más, ¡gracias a todos los miembros de Zoho en Español por vuestra colaboración! Vas a poder observar un aumento mes a mes en la cantidad y variedad de noticias y trucos que encontrarás en este espacio. Queremos que aproveches al máximo tus aplicaciones
Download Statement from Zoho Books and upload to Zoho CRM
Hi everybody! I don't know who needs to know this, but if you do, then here it is. This code: Searches for Contact in Books based on the Account ID in CRM Download the statement of account of the Contact in Books Upload as an attachment in Account record
Imported Accounts missing Zoho Unique Id code
Hi, I have imported abt 65 accounts to Zoho CRM using a XLSX template. Accounts were correctly imported but I noticed that no Zoho Unique ID (Generated by Zoho) was created/assigned to these recently imported accounts. The Zoho Unique ID wasn't supposed
*SOLVED* Displaying Creator Pages in Web Tabs
Solved: I changed 'page-perma' to 'page-embed' in the URL Hi, I've got a ZC Page with html snippets I'd like to display the page as a CRM Web Tab The options I see are: - Web Tab (Link) - Web Tab (Widget) - Custom App (Creator integration) Neither the Widget, nor the Link Web Tab would display the Page (whether using creator.zohopublic.com or creator.zoho.com), they only show Reports. Custom Apps can only show Reports and Forms within an Application. So, is there no option to display a Creator Page
Get Total Count of Record Zoho Inventory
Hello All Can anyone help me to get the total number of records or count of total records inside a module in Zoho inventory by the API?
Calling POST method on Zoho Desk API using ZOHODESK.request method results in "This HTTP Method is not allowed" error
Hi, I'm trying to merge 2 tickets using the ZohoDesk API, triggered from my Zoho Desk Extension. I'm using the Zoho Desk Merge Tickets API do to this. I've tested this API separately in PostMan, so can confirm that it is working. When I try to replicate
Turn off tickets
Hello I would like to enable the 'Knowledge Base' as a reference guide, however, we do not use ticketing so need to disable all ticket options? Claire
Zoho Finance Limitations 2.0 #2: Users can't email from their own email account. Workaround option available but not scalable
It's standard practice for CRM users to email quotes (native CRM) from their email account (we use IMAP integration with gApps). Within the Zoho Finance module this is not possible. You must add each approved email from books setup each template for that
Autopopulating lookup fields from multiple forms
Hi all, Been struggling with this issue for a bit and I feel like it is pretty simple, but I am just missing something obvious in the workflow script so any help for a beginner would be greatly appreciated. My goal is to have different forms auto populate
Zoho Finance Limitations 2.0 #1: User Field Level Permissions from Books do not exist in CRM. Zoho Finance has no Field level permissions
It's standard in CRM to have user roles field level permissions. Same standard exists in any accounting software. it's not possible to implement any field level permissions for Zoho Finance. What does that mean? Basically any custom fields show for everybody
Duplicate Record in Zoho CRM Module from one layout to layout
Hi, I have a module with two layouts and two pipelines: one called Ops and one called Reqs. In the layout of Ops, I want to create a copy of a record when a stage is met (Stage: "Interview Scheduled" in the Ops Pipeline). That record copy should go into
Export Zoho CRM Invoice to XLS or CSV for upload to Zoho Books
Good morning, Is there a way to export an individual invoice from Zoho CRM Invoice module as an XLS or a CSV so that I can upload it to Zoho Books since there is no direct integration of the two? Operationally we use CRM for creating Quotes and Invoices,
Best practices for financial year-end closing with Zoho Books | Free Webinar (INDIA)
Ready to close your year-end finances like a pro? Join our free webinar and learn how Zoho Books helps you maintain clean accounts, carry forward balances, and get geared up for the new financial year. Register now - https://zoho.to/9f1
Zoho Creator to CRM Subform issue
I'm trying to move entries from creator to CRM. In this case, the entries create a new account on CRM and transfer the information in the subform as well. Deluge is saying that there is an error in line 5. The sub form in creator is called SubForm and the one in Accounts is called Products Requested. Please help me out with this accountInfo=Map(); accountInfo.put("Account_Name",input.Name); accountInfo.put("Account_Site", input.Class); productsList=List:Map(); for each Product in input.SubForm
unable to post more than 280 characters in twitter
I have a twitter blue tick account. But i am unable to post more than 280 characters from my zoho social in twitter.. please guide
コミュニティダイジェスト 2024年1~2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。 1月、2月の活動は以下のとおりです。 [ Zoho CRM に関する アップデート情報 ] 設定画面が大幅に刷新されました。 通貨機能に関するアップデートの紹介 ＞通貨管理の権限設定や設定した通貨の変更履歴（為替レート、桁数の変更など）を確認できるようになりました。 リッチテキスト形式の項目を作成できるようになりました。（複数行項目）
Data syncing issue with Zoho analytics
We are facing issue in data syncing from our google big query to zoho analytics, it was working since 3 years and suddenly stopped working giving reason resource not found in US location, whereas our resources are in Mumbai region since beginning, we
IF (formula Zoho Analytics)
Is there any way to create an "IF" condition that can search between two values, for example: >30 but <40, or something that can say "between these two numbers" to condition a field? In Excel, it exists, but in Zoho, the logic doesn't work the same way.
Reporting on multi-select picklist data
I'm wondering how others have solved this problem: My company has a number of "strategic goals" that we attach to various potentials as they come in. So, a potential can tick off none, one, or more than one of these as it moves through the pipeline. Let's call them by fruit names: Apple, Banana, Cherry, Durian. The data then appear as a comma separated list in the field for that question. Potential Name Strategic Goal Potential 1 Apple, Banana Potential 2 Banana,
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