Feature should be added - WhatsApp templates in Zoho CRM
Hello Support, I started using WhatsApp in Zoho CRM but I found that templates are used only for workflow-rules, I used to use WhatsApp in Zoho Desk and this feature is available (picture attached). You may suggest using Predefined Text feature, although
Missing the "send" button when replying to an email
When I attempt to reply to an email, there is no send button. I have to compose a new email anytime I want to respond to a received email. Major pain! This issue started about 3 weeks ago whether using Chrome or Firefox.
Dates to Exclude Leap Year
Hi there community, The following formula correctly calculates the number of days between two dates within a subform of my custom module: Datecomp(${Aircraft Rating.To},${Aircraft Rating.From})/1440 The problem is if the number of days between these two
How to assign an invoice PDF template to a customer?
Is this possible? I don't want to forget to change templates before sending out invoices to clients that require a different PDF template. Anyone else out there who thinks this would be a useful feature? Thanks
WorkDrive 4.0: Enhanced productivity. Improved usability. (Phase 2)
Hello All, In our previous announcement, we introduced the first set of WorkDrive 4.0 features designed to meet the evolving collaboration, security, usability, and data management needs of modern teams. We are excited to present the next set of feature
How can I stop a NOW() from update every time I open the sheet?
Hello, I'm trying to use the current function =IF(B1<>"", NOW()). Is it possible to update the NOW() function only when the B1 cell is modified and not when the sheet is opened? Best regards
Signals do not work for custom modules.
When we send emails to records in a custom module, we do not get any notifications/Signals for when these emails are opened/interacted with. We are only getting notifications for records in standard modules. Can we change the behavior to include notifications
Document in Zoho CRM mobile apps
Hi, I want to know either document that we save in the Zoho CRM can be access from the mobile apps also?cause i cannot find this feature in the zoho crm mobile apps Thanks, Masziana
Issues With HTML Rendering Correctly
Has anyone else here had issues with building their own HTML/CSS code elsewhere and trying to paste into your Zoho site? I've tried several different times with several different embed codes and still the same result. Using a test page, you can see an example here: http://www.realtimehockey.net/testing.html As you can see the tabbed content isn't rendering correctly. I have tested this in no less than 5 different editors and it's worked fine. At one point support used to respond in a timely manner
Some CSS not showing
I am referencing a .css I uploaded for a code snippet and some of the css elements work and others don't? opacity, hovering affects etc all work. But I can't get borders or margins to work. Why is this? It works fine on online editors outside of zoho
Announcing the early access of custom portals in Zoho Learn
Hello Everyone, We are excited to share with you that the early access program for our custom portals feature is now open! Custom portals give your external audience a place to learn and access resources. In Zoho Learn, you can build unique portals to
On User Input like action of Creator/Deluge in Zoho Books
Hi, Do we have any facility available now to update a field by means of adding/multiplying two exisitng fields and populate in the 3rd field in UI? Example: If I have fields size, qty and defaultVal, I want to populate size*qty to defaultVal field upon
Calculate a field on client side using user input
I have 2 custom fields in invoice called Height and Width. I want to calculate Area based on user input on client side. How is this possible?
Featurecast Story 15 - Inserting Articles
IM'ing (Instant Messaging) Feature Story Series Featurecast Story 15 - Inserting Articles Insert knowledge base articles in business chats for efficient customer support When a customer initiates a conversation on any instant messaging channel to request
Migration activity
Has anybody moved from Zoho US data center to india data center,. we are doing this to get hold of banking transaction feature which is currently available with US data center. Since we have not done this kind of activity earlier, we are bit worried and
#Zoho CRM - Searching Records with Multiple Criteria
Hi, I am using ZohoCRM searchRecords() function to filter my records in the CONTACTS module. The criteria of my scenario is fetch the list of records whose account name is matched with the given Account Name and also email fields should match the given
Zoho Billing Hosted Payment Page Integration
Hello, What is the best way to integrate thrive with billing? Reading the docs it doesn't appear there is an easy way to connect them once a sale is made. Any tips/guides/docs would be appreciated if this is possible.
How to filter page values?
Hi, I am new to Zoho creator. I created a page with panels based on form values. But I couldn't find a way to filter the page values with user selected filters. Please refer the attached screenshot. I am seeing Search component in Page. But it is not allowing me to add drop down or calendar which is required in this case. Could you please point to the right direction?
Webhook actions
Is there a way to have an action to an external API that is not supported. (i.e. a webhook action instead of just a trigger) For example, I want to create an action that will PUT or POST to a CouchDB database whenever there is a submission on Zoho S
Expenses in currency different from base currency
I have a bank account that is in a different currency from the organisation's base currency. Expenses are paid out of this account. My plan won't allow me to have expenses in another currency other than base currency (we are not upgrading). My question
【残り3枠】2/28 14:00〜Zoho ワークアウト オンライン開催のお知らせ ：課題解決型ワークショップイベント
ユーザーの皆さま、こんにちは。Zoho コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 ＊満席につき参加登録受付を終了いたしました。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、 他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組むことが可能です。
Anchor Text in Zoho Campaign?
I send plain text emails using Zoho Campaigns and they can be long. I want to be able to place Anchor Text links at the beginning of the email so the reader is able to skip to the topic that interests them most. I found a resource that is 10 years old
Creation of CMDB using Zoho CRM
Hi Everyone, pretty new to this forum, and new to Zoho CRM. Just wondering if anyone has tried to setup a CMDB (ITIL SACM term) in Zoho CRM. It appears you can setup custom modules that you might be able to turn into a CMDB, but i am not 100 percent sure.
Zoho Support Display Preferences - Records Per Page
Hi, We are finding that when we change the "Records Per Page" drop-down menu to 50, it repeatedly defaults back to 10 requests per page. Is this just broken? Is there another way to set the default number of Requests to show on a given screen? Thanks,
NO GUARDA LA CLAVE
Cuando abra la cuenta guardé la clave, pero después no apareció y ahora tengo que traerla de otro lugar y pegarla. Agradezco su colaboración para facilitar el ingreso rápido a la cuenta de Zoho.
Get file contents off a file upload field
Hi I have been struggling with getting uploaded file contents in ZOHO CRM using DELUGE. I have a custom module that has a file upload field were users should upload an XML file I have been able to retrieve the URL of the file but not the contents. There
Funzione ricerca mail/filtri
Buongiorno, non funziona la funzione ricerca mail per filtri, cosa posso fare?
MX Verification failure, but email is functional
Hello, I have configured the hosting setup in Zoho using my domain, but I get the "MX Verification failure" error. The strange part is that, the email for the user created is fully functional, I can send and receive emails. I created a ticket with this
Outgoing mail blocked. Reason :Mail rate exceeded limit.
Hi, Can you please unlock my account? Outgoing mail was blocked. I periodically need to send out new updates to all of our clients and I need that ability. Please also advise if I need to resend all blocked messages or it will be done automatically? Regards,
Is there a way to create reoccuring tasks in Zoho?
I have some tasks that occur weekly or monthly at the same day and time and was looking for a way to set this up.
Can I get file data from the file upload field upon submission?
From inside my Creator app, my users need to send images (.jpg files), documents (.pdf files) and spreadsheet tables (.csv files) to one or more external APIs. Is there any way to grab the file data (I need to include it in my API calls) from the file upload field upon clicking the submit button?
How to Add comments to an Expense Report
I create monthly Expense Reports for multiple users. I'd like to be able to call their attention to the report or even specific items in the report without going through email. Is there a way to add Comments to a report? Thank you
how do I export my contacts to a different email provider?
I am looking for how to export my contacts to a different email provider. Help is appreciated!
Can Zoho bill for percentages of various items on a quote?
I am evaluating alternatives to Quickbooks desktop. I'm an architect, and typically for a project I will create an "estimate" as QB calls it (or a quote) with a set fee for each phase of a project. There might be 3 to 5 phases. Each month, I bill the
Default value of subform
Hi , I suggest that CRM allow us preset default value of the subform. In our business, most of time we need two product to be added into product details. It will be great if we can preset default value for subform. Note: I know client script can achieve
One organization two different mailing addresses for Invoices
Is this possible? I need this because I own two houses in the same city and I need some checks to be mailed to one address and others to the other address. Might sound strange but in order to keep this post short I will not explain here why I need this.
Zoho One Interface for Books - Recent Items Icon
The Zoho One interface is fantastic but there's one minor thing that constantly stops me up using it. The "recent pages" icon to show the last 10 pages is such a handy feature but it's nowhere to be seen when using the Zoho One interface. It would be
Share with Support
I had recently shared my Workspace with support as part of troubleshooting (ticket #1). The problem is still under investigation and has been over 2 weeks now. Following another issue (ticket #2) I noticed that support were able to access my workspace. I then realized that my Workspace was still shared (as part of Ticket #1). It would be better for the Admin to be aware that the Workspace is being Shared with Support by some indication/mark/colour etc on the Workspace. Best regards, Sony
Call scheduling based on the lead creation date & time
Hi all! I am trying to create a custom function, that will schedule a call for the next 30 mins once the lead is created and if the lead is created after 6:30 P.m., it should be automatically scheduled for the next day at 10 AM. It will be more helpful
Adding a single item through Zoho Books API returns {"code":4,"message":"Invalid value passed for bulk_update"}
Hello, I need to update an invoice with hidden items (rate = 0) in order to have the inventory updated accordingly, as well as monitoring the full project's economical efficiency. To do so, I am passing the Zoho CRM customer ID, Project Name, Article
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