Android App Push Notifications Sounds
Hi, i have gmail and others mails (imap) connected. When i get a mail to my gmail account there`s no notification. No sound or whatever. When i get a mail to my zohomail.eu i get an notification and sound on my phone. Where can i set (in the app) that
[Early Access] Voice of the Customer (VoC) for Zoho CRM
Happy new year, everyone! We have an exciting addition to our suite of features and would like to introduce you to VoC (Voice of the Customer) for Zoho CRM, powered by Zia. 2023 is definitely the best time to be a customer with rapid innovations and advancements
Tag Ideas
I am going through the arduous task of moving many notes into Notebook. I really like the app so far. There are two simple features that would make the app even better. 1. show tags on the front on the card (main card view) 2. batch edit cards for tags and colors Keep up the good work
select many notes to tag
Hi, is it possible to tag more than one not at once? Or is it possible to tag all notes togethet in a notebook? That would help much Greets
Deduplicating Products
Hello, Is there a possibility to deduplicate Products (as for contacts deduplication)? Could that be done using a function ? I've over 10K records to depuplicate. Thanks !
I receive a monthly invoice and cannot assign it
Hi team, I receive a monthly invoice and cannot assign it. The amount is €10.71. Can you tell me what this is for and stop the payments immediately? Thank you a lot!
Personalized templates, automated WhatsApp messages, and more
Hello customers, We're thrilled to share some exciting enhancements to our WhatsApp Business integration with Zoho CRM: You can now create personalized templates and use them as automated WhatsApp messages. These updates introduce powerful new capabilities
Power of Automation :: Streamline notification on Zoho Cliq channel on project creation.
Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. One of our
ticket field visibility based on another field
Hi, I would like to be able to show/hide certain fields based on the value of other fields. This is basically exactly what Zoho CRM has (layout rules). How can I achieve that? Thanks
Audit Log is Blank?
Hello! I love the new Audit log idea but I can't figure out what is supposed to show in the audit log. Mine is blank but I thought it was supposed to show all changes made in my help desk including configuration changes, permissions, layout modifications,
how to add a button on bigin template email editor
Hi Is there a way to add a button on bigin template email editor ? By using table component, I obtain this kind of result, Not very user friendly
Pulling Reports from Zoho Desk Customer Profiles
Hello. I'm wondering if there a way to pull a report from the Customer Tab in Zoho Desk. Once you click into the Customer, then Time Entry, it provides all billable times. This would be a super fast way to filter by Date range, and simply pull the relevant
How to trigger workflow on-(Twilio API)submit?
Hello, I have a workflow that fails to trigger when an incoming twilio text message is posted in Creator using Twilio API. The workflow was created in Creator using a form trigger, "on-submit". Does the workflow need to be built inside the Twilio package
Sending an email to a Supplier in Bigin
Hello, May I ask whether emails can be sent from the Supplier module? I can't see they can, as the supplier information is stored here including their email contact, I can't see this can be clicked on for an email to be sent. Thank you Hayley
How to keep image on imported html template
Hi , I have imported a template via html insert. Everything was fine after import, I even sent emails using the template. After a few days, all images are no longer present in my template. Why is this?
Links don't work in mobile presentations
I've added links to my presentation to allow the user to navigate through slides and link to external resources. It works great on the web view but none of the links are clickable on any mobile browsers. Neither text nor image links work. The text links show up underlined, but they are not clickable. I've tested on Chrome for Android, Firefox for Android, and iPhone Safari. None work. Is this a limitation of Zoho Show? Or is this fixable? My presentation is useless without that functionality and
Zoho Recruit is currently down and unable to access any service
Hi Team, From the past few minutes, we have observed that the Zoho Recruit application not opening. Kindly look into this issue ASAP. Regards, TekWorks.
Restore deleted email account
One of our email accounts were deleted by accident, is it possible to recover the email account with its emails
Does Zoho Marketing Automation emailers have a shareable preview link that does not need an email client?
I'd like to share a link with clients for quick reviews. Sometimes test emails are blocked or added to spam by the companies email policy.
Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?
Is it possible to embed a Marketing Automation 'sign-up' form in an email which is active within the email client itself?
Correcting Zoho Inventory
Hi Zoho Community! Looking for some advice - My Zoho Inventory isn't matching correctly with what's actually on hand. I know why - but I don't know how to fix it. This is a bit of a long post... sorry... Back Story: Close to 2 years ago, we switched over
How to scale report margins to match browser window margins in C6
How can i get rid of dead space in creator reports to minimize use of horizontal scrolling?
How to update Contact without Delete
Hi Team, I'm trying to update existing contacts in Zoho without deleting the contact person or address. However, the Zoho documentation states that updating a contact requires removing the contact person from the contact_persons list. When I attempt this
adding a blueprint button to share to vendors
was wondering if anyone can give me a custom function on this one. we're trying to create a blueprint/process which goes like this: employee: 1. create a job opening 2. save the job opening 3. send the job opening for approval - BUTTON which changes the
Change name associated with email alias
I've recently changed a sales@ alias over to another Zmail user for our organization. However, the previous person's name still comes up in the sender line as the name associated with that alias. How do I switch this over to the new name?
forward all emails, even those that were no sent directly to user
hello, I have the following case: all users in my organization forward all their emails to archive@company.com I set up a rule that all incoming emails in archive@company.com, will be forwarded to company.archive@gmail.com but that rules works only for
Zoho Campaigns Automation
I'm missing something... how do you associate an Automation to a mailing list or campaign?
IMAP is Terribly Slow
I have decided to move a bunch of mailboxes to Zoho and fired off imapsync to import emails. From the same source mailbox (Amazon WorkMail), this is the speed I get transferring to: - Zoho: 0.3 email/second - Infomaniak: 14 email/second - Gandi: 22 email/second
WordPress To Zoho Books Integration
Hi there I'm not sure if this is the correct place to discuss this, but I wanted to find if anyone is interested in a WordPress Plugin that connects your contact page into Zoho Books? What it does in a Nutshell is takes the contact fields from Contact 7 and injects them into a new customer record in Zoho Invoice. but before that it also checks if it's SPAM by testing the phone number, message text and the email address validity and if it passes all those tests then it creates a new record. That's
Problem in sending email while doing IO operation
Trying to send mail I have just started getting the message below. I tried to save draft but that results in the same message " Problem in sending email while doing IO operation"
Tickets created by splitting a Ticket
Hello guys, I am struggling with a business requirement, which is to measure the number of Tickets created by splitting a Ticket. My purpose is to measure how many Tickets on a given day were created by splitting a Ticket. I am not interested in manually
Change invoice template on mobile app
Hi there, I have different invoices set up for different clients. Is there a way to change the invoice templates within the mobile app? It's a bit annoying having to go on the computer to change the template and send the invoice on there when I'm on the
Schedule Zoho Meetings - Email notification to participants does not have: Accept - Decline - Maybe
When I schedule a meeting in Zoho Meetings, the participant's email notification cannot "Accept - Decline-or Maybe". However, the email to me, the host, has this feature. Consequently, I am not receiving feedback on attendance. This used to happen, so
Payable Details REPORT Should also include Vendor Credir Notes as well
Hello Zoho, Payable Details REPORT Should also include Vendor Credir Notes as well Please fix the same Thanks
IMPORTRANGE with table references?
Can IMPORTRANGE be used to get a table instead of a range? More specifically, can I use column references to only get the columns I want instead of the whole table? I want the imported data to grow as the table grows. I've tried this: Where my table name
Updating a record in zoho books
i am trying to update fields in zoho billing upon edit of a record form in zoho creator but it does not seem to work. Can someone please help.
Need Report on Attachments in all Zohobooks transactions
Hello Zoho Please enable a report where we can see the status / count of attachments for all Zohobooks transactions Please do the needful here Thanks
Two items on X axis
Hi How do I get two values onto the x axis, say for excample I would like to see sales totals broken down by year and rep?
"Invalid Client Secret" error for Zoho mail wordpress plugin
Hi team Zoho, iam getting a error "Invalid Client Secret" error for Zoho mail wordpress plugin while setting up...kindly help.
Keeping copies of SMTP sent mail in the Sent folder on the server
Please provide an option to prevent the server from placing copies of all mail sent from an SMTP client into the user's "Sent" folder on the server. While keeping copies of mail sent via SMTP might be the preferred choice of many or even most people,
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