CRM Reports- Export to pdf
I have done some looking around the different forums and the issue of exporting a report to pdf has been discussed multiple times. When you export a report to pdf the report looks terrible! The columns are not centered, some are wider than they need to
Accounting on the Go Series-24: Simplify Billing-Easily Issue Bill of Supply in Zoho Books mobile app
Hello all! We'd like to talk about a fundamental document for GST Registered Businesses in India: the Bill of Supply. Designed as an alternative to a Tax Invoice, the Bill of Supply is particularly important for Composition Vendors and businesses dealing
Zoho form data into mysql
Can someone give me an axample of code to store a formdata field into mysql? I'd like to experiment with that, but i need a startup.
File Pattern Matching in DataPrep Amazon S3
I'm trying to automate the refresh of a simple CSV file in a folder in a bucket on S3. . I'm using the advanced selection because I have 2 different files I need to import: Stores_20240208.csv People_20240208.csv I can connect to the bucket Using the
Zoho Desk, Customer Hapiness rating
Hello, is it possible to remove the smileys from the Edit Rating ? So when the mail is sent, it will just send text, without pictures (as in the Zoho support's mail). Thanks!
Integrating a secondary website into a primary website - how to change website across ZOHO One - CRM/Campaigns/SalesIQ
Hello, We will soon merge two websites into a single website for improved SEO. The website associated with SalesIQ and Campaigns will be eliminated in favour of our primarly website. Please advise what might be effected and steps to facilitate this change.
task flow from Desk to Projects
Hi, we are using Zoho Desk and Zoho Projects to manage and resolve customer support tickets. New ticket come in via Desk, after qualification and review, the ticket gets moved to Zoho Projects. In order to do this, a task in Desk has to be created. so
Zoho Portals for Clients
I have a kit home business and I have a custom Build module for clients. I want to give them access to this module through a portal, so they can enter dates and see the typical build flow. If I allow Create/Edit, the client can setup multiple Jobs. I
Field Alias - Prefill URL when updating a form?
Can I manually add URL parameters to the URL when updating a form? It would be nice to somehow populate a field based on when someone is specifically returning to update their response. Thanks.
Zoho Pagesense- Download recording
Hello, Is there a way we can download a Zoho pagesense recording or share it with our external developers? They are not on Zoho so we need to be able to show them a recording? Thanks
Building Extensions #11: Creating widgets with the JS SDK bundle in Zoho Desk - Event API
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we discussed Data Storage APIs, their use in extensions, and how to use them in your Zoho
I cannot receive and send emails via my zoho mail.
I think the MX configuration is all good but stilI cannot receive and send emails via my zoho mail. There's no error message at all when I test it. Please help.
Knowledge Management with Zoho Desk - Upcoming Webinar - Register Now
Hello all, We are gearing up for our eighth session in the webinar series. Webinar Topic: Knowledge Management with Zoho Desk Date & Time (PST): December 13, 2023, at 11:00 am | Registration Link: https://zurl.co/iUHQ (IST): December 13, 2023, at 11:00
Help! Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I have this email admin@angelarias.com.ar but I couldnt send outgoing email. Can you please help?
Compare data between two data
I have a problem that I would like to create a chart that can compare data with the following date ranges. This previous week (meaning last 7 days ) vs the data before last week days (meaning data before 7 days ).
Zoho Analytics -
This might be a complex question, but I it's in high need in Zoho Analytics. I would like a chart that can compare data with the following date ranges. This last week (meaning data of last 7 days ) vs. data before last week ( means data range before previous
Pre-fill Zoho Form With Field From Zoho CRM Deal
Hello, We have a form that a Zoho Desk Agent fills out to request an action from another department. This form output is to send an email once the form is filled out. This form has multiple fields that exist within a Zoho Deal. 1) How can we setup the form so that it has a lookup field, say the Deal Name and then when the right Deal is selected, all the CRM fields in the form are pre-populated. This would save a lot of duplicate entry. 2) If the we can do item 1 above, then can we save this form
Email Ticket
Is there a way i can create a rule to have the system forward a ticket to an email after creation based on the subject? Thanks Rudy
SalesIQ and Zoho CRM Integration - Chat creates a Lead = Lead Source is UnAccounted
Hello, I set up a SalesIQ and Zoho CRM Integration so the website chat creates new Leads in the CRM. However, all Leads are created with the field Lead Source is UnAccounted instead of Chat website. How can I fix that? I think Zoho needs to create a document
Is there any way to Categorize/Tag Notes?
We have many people who leave notes on a deal, some pertaining to Sales, some pertaining to Billing, some Notes pertaining only to customer service team. Is there any way for us to tag or categorize notes when creating/editing them for a deal? We would
Contact Name - First and Last Name
I've enabled integration between CRM and Desk and so far, this seems to work fine. This syncs contact first and last name in Desk with contact first and last name in CRM. Problem I am experiencing is that when in DESK a new contact is created on incoming emails, it puts first and last name combined in the last name field. So - if name is John Smith, it creates a record with first name = empty and last name = John Smith. This creates a lot of data maintenance which I want to avoid. Is there a setting
CRM Sandbox Workspace
Hello, We have a workspace in Analytics that is connected to CRM, and it is pulling in our production data. I am wondering if it is possible to create another workspace in Analytics and connect it to a sandbox in CRM? We've built some things in the sandbox
Enhanced Email Security | Email Authentication Workshop - Google and Yahoo Email Policy Changes 2024
Dear Marketers, We're extending a special invitation to our exclusive Email Authentication Workshop, where we'll unravel the latest Gmail and Yahoo Mail updates that directly impact your email marketing strategy. Effective February 2024, gmail and yahoo
How to deal with ["X-Frame-Options" to "sameorigin"] error
Hi guys, I am trying to embed the Zoho CRM GUI in a widget within a web page that I am developing and I receive an "X-Frame-Options" error, has anyone suffered the same incident or has information on which solution to apply? . Thanks
Notifying portal users with specific permission
Hi, I want to use deluge script to send push notifications to the portal users with specific permission. How can I do that in Zoho Creator?
Strange deluge error trying to access data from List
Hi all, Some background on my problem: I have a form that accepts some values from keyboard input pictured below. The form section values are named "Non_Discountable_1" and "Non_Discountable_1_Quantity" from 1-10. The left field is a multi option dropdown,
ZOHO ANALYTICS - HOW TO GET THE DATA VALUE?
Hi ZOHO Team, Good day. How can I get the data for Invoice Date, Invoice Number & Total Amount of Invoice from the Purchase Order Items as Source? Will appreciate immediate response Thank you Best Regards, Raffy Laoang
What's new in Zoho CRM? | January 2024
Hello everyone, We have consolidated the list of new features and enhancements in Zoho CRM in the month of January 2024 into a video, and here's the link for your reference: To learn more about these updates refer to this forum post. We have already published
Adding Tag Manager and other scripts to Recruit Portal
Is there any way to add Google Tag manager code to my Zoho Recruit portal pages?
Sort contacts within company?
Is there a way to sort contacts within a specified company in the Bigin app? I’d like to be able to select a company/customer, and then sort the specific contacts i have at that company by a variable. I can’t see how to do this and i fear it’s not possible.
Makind fields Mandatory in the Customer details and in Vendor details---
Team, After the implementation of E-Invoicing in India, Certain fields have been made mandatory in the Customer Details and also in the Vendor Details. Can those fields be made mandatory? Like Street. NO, the Phone number must be between 3 to 12 characters,
Why is Inventory Valuation summary Report not matching with actual stock value?
Thanks for your support. For example we had the stock value on 1st of the month as ₹100000. On the 5th of the same month we had some other value as ₹95000 even if haven't made any sale or purchase transaction in the meantime. This shows that the Inventory
Banking
We should be able to do remit multiple payments across various parties via one transaction Example vendors A, B , C so i should be able to pay A - 100, B - 20, C - 50 vide one single bank transaction i.e i only generate one otp for these transactions
How can I import 2 contacts to a deal?
Hi, I'd like to import two contacts to a deal. How can I do it? I uploaded first the Account, then the two Contacts (which both appear in the Accounts), but when I upload the Deal, I'm not visualizing there the Contacts and I'd like to also visualize
Free to Standard Plan
Can I start with the free plan and if satisfactory, can I switch to the Standard plan? Thanks Anup Rayamajhi
【Zoho CRM】Webフォーム機能のアップデート：公開方法にリンクとQRコードが追加されました。
いつもフォーラムをご覧いただき、ありがとうございます。 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】Webフォーム機能に関するアップデートのお知らせ：公開形式が追加されました。 *当アップデートは、以下の環境でご利用いただけます。(2024年2月13日現在) ーリンク：スタンダードプラン以上 ーQRコード：エンタープライズプラン以上 全てのデータセンターで利用可能 ◼︎ アップデート内容 1.Webフォームの公開方法にリンクとQRコードが追加
Updating Multiple Child Contacts associated with an Account
I have a Workflow set up so that if ANY field is updated on an Account, the mapped fields on the Contacts associated with that Account will update. This so we can keep certain fields on both the Account record and Contact records synced. I'm using the
com.zoho.dre.exception.DREException
Hi, I am getting the following error: Exception : com.zoho.dre.exception.DREException: An error occurred. Check the service and connection details of wixbooks connection and try again. where "wixbooks" is my connection name. I am using a server-application
Problems using "create link" links when setting up invoices / reminders etc.
Hi there I've experienced this issue each time I have tried to use the "create link" feature in any type of email template I have set up. It seems like a glitch, and I don't know how to resolve it. This is how the email reminder template looks after I
copy format ?
Is there a way to copy the format from one cell, or group of cells to another cell or group of cells.(like the format paint brush function?) Thanks,
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