Percent Complete Shortcut
Can you add options to edit Percent Complete from the Gantt view? I have two ideas: Edit from the RMB context menu Make it editable from the Predecessor/Successor dialog box
Change Currency in reports
New to Zoho and starting to get my head round everything, so far I am very impressed and can't wait to get fluent. I apologise if I am being stupid but is it possible to change the currency in a report. In my main forms it shows as GBP (£) but in the reports I generate showing client spend etc it is all shown in USD ($) if someone could point me in the right direction I would appreciate it.
How can I renew my cancelled storage plan subscription
My storage plan expired, and I received an email shown below, stating that I should write to payments to renew my account. I have tried to renew with credit card and paypal the subscription, but it always rejects the payments. Does this mean that Zoho
Mail - Scheduled Deletions
I would find it very useful to be able to schedule the deletion of emails. Either by a quick button, much like setting reminders, except the drop-down would have much bigger time increments: 1 week 30 days 60 days 90 days1 180 days 1 year It would also be great to have access to these from filters. Receipts, POs, Invoices... often all need to be retained for a certain period of time but then become irrelevant (at least the email version does). For me, everything order confirmation can be deleted
Undo button on toolbar?
Hi, I was looking for an "undo" button today while working on my site; could not find one. Is there such a button on the tool bar when I am editing my site? Thank you.
Help - disassociating a project from a client company
I mistakenly associated a project to two companies and I just can't get rid of one of them. I've tried : removing via CRM interface removing via Zoho Projects > Settings > Manage Users > Client Users and ensuring that the project is unticked in All Projects/Working
Date Column Import Failed from MySQL DB
I am trying to import some tables and they all seem to have the same issue with the date format. It is a MySQL 8 DB in DigitalOcean and in the database the date is stored in this format YYYY-MM-DD, However when attempting to import the preview screen
We can't see share forms on the mobile app
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
Get Notes related to specific contact in rest api v6 using coql query
I'm trying to fetch list of notes for a specifc contact using coql query. Here is my query { "select_query": "SELECT Parent_Id, Note_Title, Note_Content FROM Notes WHERE $se_module = 'Contacts' and Parent_Id = '638530000000373001'" } This query is working
Connecting Zoho Flow to Azure Devops
Hi, I am trying to connect Zoho Flow to Devops so I can work with dev work items and tickets but when I try to connect I get the authorisation box I click approve and it seems to go through but then in Zoho flow I get a message saying.. Azure DevOps says
You don't have the permission to access Zoho Books Organization. Please contact your Administrator.
I wanted to modify some of the configurations in my zoho books so I deleted the organization from Zoho books and tried to create a new one. The problem is that the new organization is not synced with the old zoho inventory. So I would like to restore
CONNECTION WORKDRIVE WITH PROJECT ( and other applications)
Hello, Could you tell me when workdrive will be connected to project? do you have a connection agenda for the other zoho applications? Thank you Aurélie
Create Conversion Funnel for Lead Status
Dear Community, we run our leads through the following lead stages: Now we would like to measure the conversion rations between the single stages, i.e. "How many of the leads to whom we sent a contact request on LinkedIn accepted it?" -> "To how many
How do we sort sales orders by need to backorder
We cannot figure out how to define a view, or which of the existing views allow for a view of the confirmed sales orders that need backorder. ----A clear way for purchasing team to see what needs to be backorder any time of the day. ----A clear way for
Adding Subform
I am unable to add more than 5 subforms to my form. Help me with this Issue Issue
Zoho Inventory work with Reveives and Deliveries without PO and SO
Hello all, We want to use the inventory app just as inventory - no sales order, no invoices, no purchase orders, etc. We want to manage this in a different place. We want to use the inventory just at the name suggest - track deliveries and receives and
Can't change the width for the Notes field
Hi there, We have a long description at the top and it's going full-width, which is causing a large area of white space on the right side of the form. Is there an easy way to change the width of the Notes field within Zoho Creator forms? I was able to change the labels to be 300px, however, that isn't applying to the Notes field. I tried adding a table width, however, it seems to be getting stripped out. Thanks!
Knowledge Base Website Is Down
Our Knowledge Base is completely down for our website. We can't have users login to submit tickets or to read our help guides, etc.
Directions on page aren't accurate...
Hi! I'm on this page and it shows I need to go to "Directory --> Domains". But when I go to Directory, there is no option for Domains. Any ideas? Thanks! -Brian
Tip #6- Steps to create custom email templates in Zoho Assist- 'Insider Insights'
We're excited to share another valuable tip with our Zoho Community members. So far, our Insider Insights series has covered the basics of remote support sessions. Today, we'll guide you through the process creating custom email template. Let's dive right
Free Webinar Alert! Transform your digital work experience with Zoho Workplace and Zoho Sign
Hello Community!!! We're excited to announce the free webinar on Transforming your digital work experience with Zoho Workplace apps and Zoho Sign integration! Join us for the webinar! Click here, to register!
Configuring with Gandi.net
My DNS provider is Gandi.net. I'm having problems verifying the domain. Can someone please help? @ 10800 IN A 217.70.184.38 blog 10800 IN CNAME blogs.vip.gandi.net. imap 10800 IN CNAME access.mail.gandi.net. pop 10800 IN CNAME access.mail.gandi.net. smtp 10800 IN CNAME relay.mail.gandi.net. webmail 10800 IN CNAME webmail.gandi.net. www 10800 IN CNAME webredir.vip.gandi.net. zb14887350 300 IN CNAME zmverify.zoho.com. @ 300 IN MX 10 mx.zohomail.com. @ 300 IN MX 20 mx2.zohomail.com. @ 300 IN MX 50
Free Live Webinar! Transform your digital workspace with Zoho Workplace and Zoho Sign
Hello Community!!! We're excited to announce the live Webinar on Transforming your digital work experience with Zoho Workplace apps and Zoho Sign integration. Join us today for the webinar! Click here, to register!
AWS Cognito identity for auth user pools
Hello, I wish to get access to AWS FSX Windows File server using my zoho corporate email credentials. This can be done by creating user identity pools using AWS Cognito. I am stuck at first step of selecting authentication access type & I am given few
Move or sync my CRM tasks to Zoho Sprints
Hello, Currently my company works in different lines of business, which makes that different sectors of my company use Zoho sprints or CRM tasks to assign tasks. This creates a problem as my colleagues waste time creating the same task in 2 different
Evernote migration--Notes ended up in wrong notebooks
After waiting for the migration to complete and synchronization to finish, I have hundreds of notes that ended up in the wrong notebooks. What's the easiest, quickest way to correct this?
Workflow rules based on "X" amount of time since Last Activity
I feel like I have tried every which way to create workflow rules based on an amount of time since last activity, last call or length in certain status but have come up empty. The scheduled workflow rules and scheduled actions seem very limited to static
I can't sign in to Notebook/Zoho
My session has ended and when I tried signing in again, I couldn't. When I clicked Sign In, I always redirected to another page where it says... Redirecting to Application... Please click Continue if you're not automatically redirected. Continue Please
No Bloquea
Nose por que no me deja bloquear las libretas, siempree dice que se produjo un error y no las bloquea
Quick Links menu on left dissapeared
There was a menu on the left side of my pages that would let me go to calendar, Vault, etc. It is now gone, I made no changes to the program, its just missing. It was small icons until you put your mouse over it and it got larger, but it is missing. Any
App get hange while editing notes
I am getting problem from many days.I am using latest version of ios 17.While editing any note it is lagging and hang many times .I also updated notebook app , but the problem us not resolved.Please take necesssary action.
Feature Request Submissions
How can a customer submit a feature request?
Zoho Creator Upcoming Updates - February 2024
Hello All! Building on the momentum of the previous year, where we introduced a range of significant features, we're excited to kick-off 2024 with another set of important updates: System integrations Client actions in Kanban, Timeline, and Calendar reports
Can't migrate from Google Keep
I got the Google Keep archive from Google Takeout, but whenever I try to import it to Notebook (web) in the settings menu a pop up windows tell me "unsupported file format" but it is a .zip and the only files are .html. Am I doing something wrong or is there an issue with migrating?
Notes & Groups vanishing completely
I have been facing this problem for a quite some time. Some of my notes have vanished before for no reason and i never saw them again, i didn't pay it too much attention as those notes weren't something of much value. However yesterday a Group of my important
List of all of my notebooks
Hi Kishore - I have a question about listing my notebooks. I stopped using Evernote because they stopped supporting notebook view. Ironically, now I need a list view of my notebooks so I can print out a list of all of the notebooks that I have so that
Show picklist options in alphabetical order
Hi, How can I show my picklist options in alphabetical order? In Zoho Analytics, the order of the labels is wrong. The correct order should be Correcties; Factuur; Verlof uren
Trying to integrate Zoho CRM with Wordpress website using Bit Integrations plugin
Hi, I'm trying to set up my company website so that when users fill out our contact form it generates a lead in Zoho CRM. The website was made with Wordpress and I'm using the Bit Integrations plugin to hopefully simplify the process. I thought I everything
【Zoho CRM】会計年度機能のアップデート：年度の構成を週単位で設定できるようになりました。
こんにちは！本投稿では、サポートチームが作成した「Zoho CRM アップデート情報」の中からピックアップして紹介します。 【Zoho CRM】会計年度機能に関するアップデートのお知らせ：独自の会計年度が設定できるようになりました。 *当アップデートは、すべての有料プランでご利用いただけます。 会計年度は、Zoho CRM を導入してはじめに設定する基本機能の1つで、売上予測やレポート機能で期間を抽出する際に指標となります。 この会計年度の形式について、1年を月ごとではなく、52週に基づいて期間を定めるオプションが増えました。
Error handing while use client script in zoho crm for Cannot read properties of undefined
Hi Folks, I´m using client script to get values from Accounts module to Quotes module using this piece of code var accountrecord = ZDK.Apps.CRM.Accounts.fetchById(account.id); if (accountrecord._Rating == null) { do someting; } In the console I'm getting
Next Page