Verify Ownership for Google Webmasters
Hello, I found a topic about how to verify ownership for Google Using Zoho Sites. How can I do it on Zoho Learn?
Zoho Invoice: Playing Back 2023
Notebook is not working
When I click on the Notebook extension, it just takes me to the extension at the web store. It's done this before and you evidently got it fixed because I got it back a couple days later. I'm asking if you can tell me how long it might be before it'll be up and running agaiin because i have important notes in there. Thank you! Oh, I also couldn't sign in either, I'm dowlerjo9@gmail.com (I forgot my password and it had trouble letting me sign in thru google)
Moving merge fields in Writer's merge templates
Hey, community! Are you struggling to reposition merge fields within your Writer documents? Here’s a handy workaround to help you place them wherever needed. Insert a text box into your document. Do this by navigating to the Insert menu and selecting
column total in report
Good day, I am trying to create a basic report with 10 columns, i would like to group the data and present a total for each group. Can someone please guide me on how to do this, i have not been able to figure out how to group the data much less get the
Extend Group Support for Zoho Projects, Sprints, CRM etc.
Zoho Connect Groups is literally the best thing I've come across in making Zoho accessible to our users. We can set out our groups for a team, and then give them easy access to channels, boards, etc. However, for more complicated projects we would prefer
ANY HELP WITH WRITING BACK TO An EXISTING SUBFORM RECORD
Tried this so many ways... How can I write this back to this "subscriber list"-FORM with Field List "Demo" or ID "3412703000009959015" ? My Inventory List already is setup with a list of contacts and I want to write more records from another form with
Customer Portal - Restrict/Hide/Modify form fields to customers only
Hi, I am attempting to setup a customer portal for my existing database allowing customers to add new orders. I would like to restrict, hide & modify different fields for customers inside the portal, without changing the fields for existing user accounts that are not in the customer portal (our staff). Basically the same form will be viewed/interacted with differently depending on whether its a staff member or a customer. What is the best way to go about this? Is there a guide to follow that will
Il est temps d'alléger vos outils avec AR Measurement
Que ce soit au bureau ou sur le terrain, les professionnels sont bien équipés pour prendre des mesures à la demande, mais le grand public n'a pas toujours les outils de mesure nécessaires. Pour surmonter cet obstacle, nous introduisons le service de mesure
Renaming Record Template
Hi Zoho Team, I would like to confirm if this possible to rename the template once successful submission of form -> sent email notif I haven't tried yet but will Display Name accepts this? - declaration of variable
Checkbox Marked True When Variable is Met
I am trying to get a checkbox to mark true when a $8,000 amount is met and I can not for the life of me figure out what language I need to use in my functions to automate this. Any advice would be appreciated!!
Power of Automation - Automate the creation of tickets in Zoho Desk when an issue in created in Zoho Projects
A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate complex tasks and
Using No-Reply mail for the mail templates
Hello, I want to use no reply mail for the mail templates however it allows only to select from users tab is there an option that I can use no reply mail for mail templates? Best Regards.
Notifications
I am getting proper notifications for the set work rule,
Browser Extension
Will you please create a browser extension (Edge for me) so I can quickly access recent documents without having to hunt them down in Projects or Workdrive? There is a Sheets extension that works great for this purpose.
Apply vendor advance to multiple bills
How do we apply a vendor advance to multiple vendor bills? Example, we pay vendor bulk amount such as retainer, they send us 20-30 bills per month, all drawing from one of the vendor advance payments, or multiple vendor advance payments.
Splitting delimited values into multiple rows
Hello, I'll try to briefly explain the problem I am facing in Zoho Analytics. So, I created several forms in Zoho Forms, integrated it with Zoho CRM and then created a module in Zoho Analytics to receive the filled data. Let's say I have three columns
How to import a manual?
Hello, can we import a manual, example a word document, or do we have to copy and paste? Thanks
Dashboard item from single board
Wow, Zoho Connect is really Zoho's best-kept-secret. Really does bring together the Zoho One suite together. A couple of requests around tasks (dunno why you mail/connect tasks can't be the same thing but anyway). 1. Need a unifed view of tasks. I get
Is this community monitored?
Hello Zoho, I guess this is for @Prasanna Venkatesan L and @Azhagan Babu who seem to have responsbility for this product within Community? I ask because I've kind of gone and made Zoho Connect the focus of our Zoho implementation. I've now
Tip of the Week - Embed View into Zoho CRM with Dynamic Filter
You can embed the views created in Zoho Analytics into Zoho CRM as a Web Tab using the Permalink of the view. Zoho Analytics allows you to dynamically filter your embedded views based on the user logged in. You can achieve this using Variable. Using Variables you can embed the same report with different filters for each user thereby controlling the data that could be accessed by the users dynamically. The following video illustrates how to embed with a dynamic filter based on the users' email address.
Zoho billing API by deluge
I am creating new function to update subscription activate date. And I got this error message for now. "For security reasons you have been blocked for some time as you have exceeded the maximum number of requests per minute." How long does this message
How to add GST Number for Future billing from Zoho
Dear Sir, I have just received my GST number. I want to submit it to zoho for future billing. How can I do it?
Comply with 21 CFR Part 11 and EU GMP Annex 11 using controls for life sciences
You can now enable controls for life sciences in Zoho Sign to stay compliant with FDA 21 CFR Part 11 in the US and Volume 4 GMP Annex 11 in the EU. Compliance with these guidelines ensures data privacy, security, and regulated use and maintenance of your
Can't sign into OneAuth using ZOHO account to activate it
Trying to create account on OneAuth, it seems like it recognizes me because it said I had limited successful sign in's today but short after next step it says Login Failed, The data couldn't be read because it isn't in the correct format. See attached
Invoice for products shipped
Is there a way to generate a invoice for products shipped/delivered to customer. I know we can go Sales order --> create invoice and manually enter the units to invoice for. But this gets complicated and creates potential for error. Is there not a option
Selecting multiple templates at once for Zoho Sign
Hi! Hope someone can help me out. We currently use Zoho Sign to have documents signed (shockingly). The problem I have is that we often send 10 or more documents at once to be signed. The process of selecting each mail merge template, waiting for it to
Issues with the updated Zoho CRM Calendar Integration - A discussion thread
Hey all - 3 days in and no responses have been posted to the announcement thread. Not sure if that's because no one wants bad news on the announcement thread so I figured I'd make a new thread so perhaps we can get some acknowledgement of our issues.
Activity Updates on Duplicates Leads
Hi, We're facing problems on regarding duplicated leads on zCRM. When a user submitted a form via zForm that has the same email/contact with our existing lead, it merges both leads. Zoho doesn't notify us of any resubmission from the same user. Generally,
New 'notes' duplicate 'deals'
Hi, when we enter a new 'note' that 'deal' gets duplicated in the deal report. We want to use new (weekly) notes as a report but cannot without causing the duplicate deal issue. Thanks!
New Actions in Workflow rules - Schedule a Call & Add Meeting
Dear All, Greetings! We've come up with some exciting updates to actions in Workflow rules. As you might know, Workflow rules help you to automate your follow-up processes without any manual intervention. Presently, to orchestrate sales cadence,
Zoho Webinar - Duration
Hello, I have my webinar duration set to 1 hour, what happens if my webinar goes longer? Will it allow me to continue if i need to or will it cut me off?
zoho forms white labeling
is there a way to remove zoho branding in paid version of zoho forms
Prices List in Zoho Subscription API
Hello, I see that the Zoho Subscription supports the Prices List, but I don't see any documentation or API support for this. Could you please check to see if the Prices List can support API or provide a link to documentation? Thanks
[WEBINAR] Banking module mastery: Effortless bank reconciliation with Zoho Books
Hi all! We're excited to kickstart the Zoho Books monthly webinars! Join us to explore the Banking module within Zoho Books and discover its capabilities. Efficiently manage your business finances with seamless banking integrations, enabling you to match
Duplicated Record redirect via email
Manually creating a duplicate entry in a primary key field does not trigger my automation but creating a duplicate entry in a primary key field using the check box does trigger my automation A duplication is a duplication and must trigger an automation
Editing a cell
Like in spreadsheet programs you can "edit the cell" by hitting F2 (or similar). I don't like having to double click a Tables cell to enter editing mode. Am I doing something wrong? How do I edit a cell in a record?
Add help center users to groups before they have accepted their invite to help desk
Is there a way to add users to user groups before they have accepted their invite to the help center? I have segmented some knowledge base articles for certain customers using user groups. But I can't seem to add users to those groups until they have
Marketing Automation Segment and List Criteria
Hello Zoho Team, I personally really like what I am seeing so far as to what you have achieved with Marketing Automation. We have a small feedback - when creating Lists and Segments based on criteria, the criteria available at the moment are "is", "isn't".
Highlight question
Hi, How would i set up the below question using Zoho? My ideal analysis report is delivered <daily / weekly>. It is <factual / opinionated > in nature with <text only / text and charts / mostly charts> and is <1-minute / 3-minutes / 5-minutes / 10 or
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