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,
ticket reopen again after rated
when ticket closed, It re-opened again after client rated it.
Trigger a custom function in CRM from Desk
Hi, I have a function written in CRM that requires one parameter, dealId. I would like to trigger this function from a custom function in Desk. I feel like this is possible via an InokeUrl but I am not sure how to accomplish it. Can someone point me down
Unusual activity detected. Your account is locked from sending emails.
I get the message "Unusual activity detected. Your account is locked from sending emails." Apparently my account was hacked and sent spam for a few minutes 12 hours ago. I ran a virus scan, changed to a longer password and added 2FA and have been trying
Emails going to spam?
Hello, For a while I've been having this problem. Im using a forum software called Xenforo. Everytime a user registers on the forum, it sends them an email making sure they aren't a bot. The email im using is support@mcbattlegrounds.org (Hosted by Zoho)
How do I create a two column document
Can somebody let me know if there is a way to create a two-column document in zoho?
contacts not syncing right - phones not agreeing with each other nor zoho contacts
I had a problem with the updated outlook which I've since corrected. but my contacts on my two phones got all messed up. I deleted all contacts on my phones, made a csv file of my outlook contacts, then wiped out all the contacts on zoho and uploaded
Timesheet data by Milestone
Hi What is the simplest way of getting timesheet data by Milestone? I can do it by Project since the timesheet table contains ProjectID, but it doesn't contain Milestone ID. Ultimately, I'm trying to calculate the cost of a milestone based on submitted
Changing footer in a campaign
How can I change my footer when I create a campaign. I do not want my predetermined footer to show all the time. Depending on the campaign I am sending I need to change my footer.
Dynamically populate drop down based on selection of previous record
Hi, I would like to populate a drop down based on the selection in the previous data. For example there are three drop down Country, State, City. Based on the selection made in the "Drop down Country" "Drop down State" should display only states for the country selected "Drop down City" should display only cities for the state selected How can this be achieved?
Duplicate record in form and related form
I'm looking to create a "duplicate" button. I have a form and a related form. By clicking on "Duplicate" the record of the first form and the linked records of the related form should duplicate themselves. Any idea ?
AI that checks text content quality and for plagiarism
Hello, A client has a requirement where the users will be typing in content consisting of multiple paragraphs in Creator. The text box will be checked for plagiarism and also for its quality. What would be the best approach for that?
Adding calculations from other tables / Adding a sum
Hi Guys, i have the following problem: i want to create an analysis for each employe, that shows his "working hours" for a month and his "planned hours" (the hours he should work per month). Problem here: each employe has not 100% work time but some have
Is there a way to edit Zoho Project sidebar navigation buttons?
Hello. Is there a way to edit Zoho Project sidebar navigation buttons? I need to hide/show different button for my client user. To make his workflow easier and no so confusing at the first time
Project or ToDo?
Mostly title. Would like to hear from solo users. Do you use Project or ToDo for personal tasks? I assume in this community the former, but curious as to pros and cons Project seems overkill, but much more powerful and flexible
Has anyone experienced issues with emails showing delivered but the recipient does not receive it?
We set up SPF and DKIM for our domain, but it shows that a campaign has been delivered and the subscriber never received it. The recipients are from our company, so we were able to validate that it had not gone to Junk or Spam. Has anyone else experienced this? Any suggestions on how to correct or investigate?
Announcing Zoho Recruit's Resume Extractor 2.0
Hi everyone! We’re happy to announce our new and improved Chrome browser extension! We’ve made a few major improvements to Resume Extractor that Zoho Recruit users should know about: 1. Overall Security Improvements: As of the latest update, the Resume
Licensing per site in Sites
HI, There should be a better way to handle licensing each website in Sites. I discovered that creating a website is really easy. However from the template selection, it is not written anywhere that: - each website is licensed on top of the Sites subscription - each website created is allowed but removal is only possible from the super admin, and no admin. So to "delete" a website, because you messed up or don't want to have it, you need to: - call your super admin, - she/he will go to Sites subscription,
Meetups Usuarios Zoho CRM - Marzo 2024
Querida comunidad: Estamos felices de comunicaros que ya tenemos fechas para los primeros meetups de usuarios de Zoho de 2024. ¡Vamos allá! Empezaremos en Madrid el martes 5 de marzo Seguiremos en Valencia el miércoles 6 de marzo Y cerraremos en Barcelona
some emails are not getting forwarded into zoho
I've noticed over the past couple of days that sone emails are not being forwarded into zoho. I see them in my Gmail inbox, so the issue doesn't appear to have anything due to email filters. Anyone else experiencing this?
What's new on Zoho Marketplace
You can now find newly published "What's new on Zoho Marketplace" articles on Zoho Marketplace's Knowledge Base. Work smarter by adding new capabilities to your Zoho apps with business solutions from Zoho Marketplace. Explore Zoho Marketplace
Email Search not working
Today the email search stopped working. Any criteria results in no matches found. Its happening on all users.
Zoho books/ type de compte /ordre choix
Bonjour, Heureuse de trouver enfin une communauté française de Zoho. Quelqu'un pourrait m'aider avec Zoho books ? Savez-vous à quoi sert la création de champ personnalisé du plan comptable (dans les préférences) ? Est-ce que cela pourrait être une solution
Zoho Mail Function not working!
I've been trying to search for emails through Zoho Mail's search function for the past hour. No matter what I search for, the search comes up with 0 results. I even tried searching for my own email ID which should ideally show the emails that I've sent.
Can't "Search" Emails.
Hye; I can't seem to be able to search my email. Anything I type will come out "No messages match the search criteria" eventhough the email I search for is in my inbox. Please help.
Zoho Mail Search bar not working
The Zoho mail search bar is not working at all, on any browser...i have tried with firefox, opera, chrome...no resulsts... Please look into it and fix it soon, it is a nightmar!!
Multiple activity extraction from emails, query suggestions in Ask Zia, and more
Dear all, We're excited to introduce a series of quick yet impactful enhancements to our Activity Extraction in Email Intelligence, Ask Zia, and Zia Presentation features. The enhancements include: Multiple activity support in Activity extraction Capturing
Is there a relationship between a the documents of a template and the documents of a request?
I have a requirement to handle signed documents dynamically. I was hoping to upload a template containing multiple documents, of which I would store the document_id of each in our database along with the appropriate action our system should undertake
Kaizen #119 - Updating related records upon parent record deletion using Workflow-Triggered Deluge Functions
Hey ! Happy New Year everyone, and welcome to the first Kaizen of 2024! In this week's Kaizen, we will address this query raised in our developer community on how a workflow triggers a Deluge function to update the status of a field in related records
Error code 6831 : "Input Parameter Missing" when trying to PUT via Invoke
I'm creating some custom script in Zoho Flow to associate the Zoho Projects Client Company. I've got the find piece of the code working but I want to update the found record with the CRM ID Here is my code string ZP_getClientID(string varClientName, string
Post User ID and Contact ID to an URL
I'm trying to sent to send a Contact ID and User ID to an specific URL via a button. But I'm struggling with the following function. Help would be really apreciated. m_UserTypes = Map(); r_Response = zoho.crm.getRecords("users"); l_Users = ifnull(r_Response.get("users"),{});
Tip #4- How to join a remote support session in Zoho Assist- 'Insider Insights'
Hello everyone! We're excited to be back with another helpful tip this week. In our previous post, we covered the process for initiating a session. If you missed it, you can catch up by clicking here. This week, we'll dive into the details of how a customer
I want to export all my products
Hi, I want to export all my product, but i have over 3000+ How can I do to export them?
Want to remove a user who no longer works at the organisation
hi there is a user who is set up in my Zoho One profile and I can't remove his access. He has left the organisation so can you please assist me with removing that user.
Product codes won't sort in order consecutively?
Hi, I am experiencing an issue where we have added products manually and assigned the product codes from 2964 through to 2995. Then we added products via CSV and again assigned them product codes starting from 2996 through to 3150. The problem is when
External sharing
Is there an update about the possibility of sharing "Courses" with external users? Had heard of a BETA program but haven't seen any recent movement with this. We would love to participate in the beta program! Where can I apply? @Vivek Parameswaran
Invoice Related List - Credit Notes
Hi ZOHO Community! As far as we can see there isn't a way of referencing a Credit Note against an Invoice that is native to Books. You can see it in the Comments & History section and also in the SO byway of the canceled items but not in the body of the
Lead Conversion Process - How to make fields required during record creation
I have address fields on our Accounts that are required, however; when users convert and create a new account the system does NOT prompt users to complete the missing information. Is that how it is supposed to work?
Expired Dates
I need help with creating any kind of rule limiting a user to put a date specially if its passed the current date.
Best practices to manage multiple vendors for products
I am adding vendors and products into the CRM and I would like to know if anyone has tips or tricks on how to deal with multiple vendors offering the same products. I decided to create a subform in the products module, which includes a lookup field for
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