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,
Links not working in PDFs created from Writer Docs
The hyperlinks to words or phrases I created in my Writer Doc stopped working when I export the document into a PDF. Fully written out URLS still work, such as http://www.zoho.com but the other words or phrases hyper-linked to external urls in the newly created PDF do not.
Default report filter
It's something that gets asked for regularly, the ability to set a default filter for a report that can then be cleared by the user once the report loads. Or alternatively an ability to set a custom filter as the default report when opened. Please add
Missing Conditions options on Custom Field when attempting to build new Segment in Campaigns
We have mapped a custom field from CRM to Campaigns. Sync appears successful (image below), and the custom field (Contact Type) shows as an option when we try to Segment, but the Conditions aren't showing (image below) thus we can't actually use the custom
Introducing Projects 8.0 - Focusing on Ease-of-Use and New Features
Hello everyone! It's time for the reveal of the 8th version of Zoho Projects! This year our focus has been on minimizing the learning curve and improving the ease-of-use of the tool, so anyone new to Projects can hit the ground running and existing users
Zoho Docs to WorkDrive Migration?
I logged into Zoho Docs today and saw the message "Zoho Docs will be discontinued soon. Switch to WorkDrive, an advanced file storage and collaboration tool for teams" along with a "Migrate Now" button. I guess this has been roadmapped for some time
Search Records API: strict "equals" criteria
Hi everyone! The documentation for the search records API states that > When you use "equals" in Search API, it behaves like contains and fetches the records accordingly. So, how can I specify a criteria for "the field matches exactly this string"? Thanks
Automation - Assign ticket owner via e-mail command
Links [Code and Documentation | YouTube Video] Hello there, I've created a nifty custom function for Zoho Desk that simplifies ticket management. You send an email to the support address and you already know the perfect employee for the task at hand.
I'm getting a non-stop glitch on the Chrome Extension
I wonder if anyone else is experiencing a glitch on the Chrome extension. I am trying to log in and when I click on the app extension on Chrome (even after resetting my browser and clearning my cache) I just get a glitch and it won't display the log in
We heard you. You can now associate multiple contacts to a deal!
A deal often involves multiple decision makers. Let's assume Zylker furniture is using Bigin to manage their sales pipeline. They are approached by a firm that wants to purchase some furniture. However, employees at different departments in the firm must
Multiple customers
Hello Zoho, 1. Is there any feature I can use to serve multiple customers? 2. Or do I need to buy one subscritpion to each of my customers? If so, is there a compensation plan for this option? Meaning, I'll be driving customers to Zoho and without a compensation
Accounting on the Go Series-26: Empower Your Business with Partial Payments in Zoho Books
Hi there! Today, let's discuss the importance of flexibility in business with a focus on allowing partial payments. This feature enhances convenience in your invoicing process, empowering customers to pay in manageable instalments. Consider this scenario:
Zoho Project Document Management
Where in the world does one go about managing all the the documents within Zoho Projects? I have been using Zoho Projects for about a year now. 45 projects later (some archived and some active) I now have a lot of documents that need clearing up. Because Zoho Projects is a beautiful piece of software, you would think finding the place to see the amount of storage used and mass delete files would be as easy to find and use as everything else in Zoho Projects. Is this not the case managing the admin
Updates for Zoho Marketing Automation 2.0 - Product Recommendation, RSS Campaigns, Cyclic Campaigns and more
Dear Marketers, We are here with a fresh set of updates for Zoho Marketing Automation. These updates are solely crafted for enhancing your marketing experience with the product and is available only on Zoho Marketing Automation 2.0. 1. Product recommendation
Log Desk Time in Projects
Hello, I need to create a flow which pulls ticket time entry and enters that into the account associated project. There are a couple key steps missing from certain flows that seem to be holding me up - Particularly, Ticket ID. I've tried Time Entry created
Calendly - Meeting Not Updating
Hi, I want to Calendly meeting information stored in Zoho CRM. I am using Zoho Flow to integrate with Calendly & Zoho CRM. Step 1 - Trigger from Calendly when an invitee creates new meeting Step 2 - Create /update Contact into Zoho CRM Step 3 - Fetch
FSM
So as we wait for a sensible offline solution, I would love to play with all the current features. No intention of actually using it in anger but I find it helpful to fiddle to fully understand the various features. We had the 30 day free trial but trying
Syncing Zoho Projects and Zoho CRM with Zoho Books
I've set up the integrations with Zoho CRM and Zoho Projects, however it's creating clones of the accounts/customers - if I set both integrations to Overwrite, what happens ? What details are overwritten and is anything deleted ?
Customer access to all tickets for account
Is there a way to give a user access to see all tickets for the account they belong to? The option "Customers can view Tickets of other users in their account" doesn't really work because it isn't desired by us or our customer to have every employee at
Zoho Desk - Make main lookup - account rather than contact
I have created a new layout in Zoho Desk. However I want the main lookup for the ticket to be the account and not the contact. How do i change this? We have created this layout to deal with track our interal upgrades of our customers software, so we want
Linked Video Cards Not Displaying Properly
I attached a screenshot. This is on Android. For some reason, video cards are shown as pitch black so if you have Dark Mode on you won't know if they're there unless you click. Is there a way to fix this?
New Email Created
Hi, Why new email created in Zoho Desk after I setup for Process Completion Email in Zoho Form (Approval Feature)?
zoho crm MCL/MQL leads of refferals
I want to get leads of refferals also after getting to contact us i am getting leads of first user in MCL & MQL but not getting refferals leads like name contact country mobile number
Can you add more contact types?
Hello, For "Products" you can add associate "Contacts" and then filter them by either "All Contacts" or "Spam Contacts". Is there a way to add more categories to this list?
Custom Modules not showing in Portals
I have a few custom modules. Some are showing in Portals and other are not in the list to be able to be shared. All the modules have the correct sharing turned on. I noticed with the Quotes module, that when I moved the Owner field out, it didn't show
connect my domain name with zed website
i would like to connect my domain name with my ecommer site zid.com
importXML function and related use case
Hi, I would like to know is the spreadsheet roadmap plans to implement the importXML function? My use case is as following: - I need to get date from a web page and then to compil them - I would like to publish the result in a blog in a form of the dynamic table. The table value must be updated as per the web value. - Because many people ask the way to do that with an online spredsheet, I prefer zoho then Google spredsheet, because when you share a range, the user can style edit it whithout modifying
Tabs for Modules
Hi everyone, this is Uğur from Hatko in Turkey. There are 103 active fields in total in my sales orders module. Because our sales processes require this usage. During registration the form gets too long downwards. my suggestion is; We should be able to
Urgent! Troubles with Leads creation CRM
Hi Team Ultravision (org58377049) has not received any Leads from today 28th Feb. (03:00++ CET time). how do we know something is wrong? Our flow function CrearLeadXalianza that today we should have at least 20 created Leads but instead crm shows only
Where can I see a list of which Zoho apps I am subscribed to
I would like to see wether they are the free versions or paid for (not the free trials) which apps are included in Zoho One
Using Zoho CRM lookup field offline
Does anyone know if there is a way to enable the CRM lookup field while using a form offline. I understand that it won’t be able to pull data down and prefill the fields at the time of entry. But I would like to enter the Record ID and then have the form
Zoho Automations & CRM
I'm at the setup stage of Zoho Marketing Automations and we already have a large number of forms built - some in Zoho Forms and some in Zoho Landing Pages. However I have seen a message that only one integration can be set up per form - so does this mean
We cant see shared forms on mobile apps anymore
Hello. We are no longer able to see shared forms on the mobile apps (android & ios) we can see the forms on the website ok under the Shared Forms section but nothing on the mobile app. Any ideas why this would not show the same as the webpage? it used
Browsing files uploaded via API?
Hi everyone! I'm uploading files to be used with ZohoCRM with the relevant API. It's working, but I was wondering, how can I browse those file and eventually delete them? Thanks for your assistance!
Outlook.com, IMAP, POP, SMTP
So it looks like I can use Outlook.com as an email client with zoho's servers. Can I use it as an IMAP email account? What are the settings for Outlook.com. Anyone seen any problems with this?
Error prompt when accessing our service desk portal
Hi Team, We are all experiencing an issue whereby all of our users accessing the service desk are getting the following error: It doesnt go away despite clicking on the X. You have to click on the X a few times before it goes away. I have cleared browser
Unable to send message; Reason 554 5.1.8 Email outgoing blocked - how to fix this?
I am receiving incoming emails, just can't send outgoing emails. I don't believe I have reached the 5 GB limit on my account. Can this be fixed?
Sending mail merge templates in Zoho CRM
I think I know the answer already, but want to double check... Zoho Sign supports a drop down merge field, for example: {{Dropdown:Recipient1:(options="D1,D2,D3")}} But if sending FROM CRM using the Zoho Sign Extension, that field would not be supported,
How to add additional contact fields to add ticket form in help center?
The default add ticket form in the help center accepts the customer name and email (contact fields) and of course, the related ticket information. When the ticket is submitted, a contact is created with the name and email, the ticket is created with its
IP PBX for Bangladesh
Hello community, can anyone recommend local IP-PBX providers for Bangladesh which can enable call from local SIP number to local Bangladeshi numbers and integrate with Zoho CRM/ Telephony?
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