i need to add button in deals of zoho crm and after clicking button the sales order is need to generate with items details that are in sub form of deals
Bulk Update Restrictions in Zoho Books
When we try to update 200 records in invoice error will shows "You've selected 200 invoices but you can update only 25 invoices at a time." But we needs to update 200 records at that time is are any possible to increase the count of records in Zoho Books.
Synced Google events off by an hour?
My synced google calendar events are an hour early? Ive checked all timezone settings and they seem to be correct.
Archive Function
You're my favorite organizational app on the market right now, but I guarantee adding an Archive function for older notes would be a pain reliever for many current and future users! Google Keep has it!
Zoho Assist is slow and sometimes not connecting
I purchased a license for Zoho Assist and have been testing it with my desktop PC and my laptop. The connection between the two is very, very slow, and sometimes there is no connection. And if it does connect, the window on the control computer is updated very slow. How can this situation be fixed?
URGENT: DKIM/DMARC Failing for Calendar Invites
Hi there. When I send Calendar invites they fail DMARC. Please confirm what DNS records I need to add to correct this. Please see attachment. Thanks, Rhys
Search not working in Zoho Mail App
Hi, Search not working, kindly resolve asap.
Search function not working
Hi The search function in our company zoho mail accounts is not working. When we type any text to 'search' for any text that we know is in our mails, we get a response saying 'No messages match the search criteria'
¡Ayuda!
No se puede enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico saliente bloqueado. Correo: sales@mhaccesorios.net
Zoho Mail API cannot retrive full message throough request
I tried to request list messages with Mail API. The response contains only truncated summary of a mail.
MY DOMAIN NOT YET ACTIVE
HELLO PLEASE MY DOMAIN IS NOT RESPONDING, I CAN'T SEND OR RECEIVE MESSAGE.. HELP ME AND FIX THIS ISSUES AS SOON AS POSSIBLE.... THE DOMIAN IS BELOW eoloq.com thank you waiting your swift response
Is there a way to change a thumbnail when sharing a link?
Hello, When I share a link to LinkedIn, I've been unable to change the original thumbnail associated with the article. Is there a way to change that image? When I post directly to LinkedIn, I can change the original thumbnail. Hootsuite offers this, and
Overwrite Contact Fields on Target Convert
In a previous question I posed to the community, I was able to get confirmation that when a Target is Converted and merged with an existing Contact the system does NOT overwrite existing values on the Contact record. (https://help.zoho.com/portal/en/community/topic/campaign-associated-to-converted-lead)
Trigger Final Actions After Parallel Transition Is Complete
Hi There, We've been taking full advantage of the parallel transitions feature released last year. For things like design approval it's been an incredibly helpful feature to be able to have multiple people each review and sign-off on something at the
CRM | Exciting Announcement: Explore the Power of Cadences Studio in Our Webinar Sessions!
Dear Enterprise Community, Get ready for an enriching experience as we unveil the possibilities of Cadences Studio in our upcoming webinars next week! 🚀 Session Details: Session 1: Date & Time: Monday, February 5, 2024 9:30pm CT Registration Link Session
How to pull text from URL into a single line in a Zoho Form
I managed to add a unique identifier at the end of my form's link, but i need this identifier to be populated inside the actual form in order for my zap in zapier to be able to detect it and use it for the following steps in my automation. Is there somewhere
Help ! Custom Function : Searching Client Company
I'm trying to run a custom function in Zoho Flow that looks up a Client Company using the Client Name. I want it to return only the matching record or an error; at the moment it's defaulting to the first reponse (I think) Can someone help tweak this function
CRM field permissions vs required fields
In CRM layout / fields configuration, it's not possible to restrict required field's permissions for selected profiles: I can see the logic although there is also an argument for read only required fields for some profiles. 1/ am I getting it right? 2/
Summary Time Fields
Night all, I am having a challenge, and I do not know if I am doing something wrong. I have created a status report, using the "Ticket" Table as the primary table. My issue is when i select any field from the "Time Entry" table and there is more than
Upload signed document to Workdrive
Hi, We need a way to upload a signed ZSign document to Workdrive. We'd like to be able to choose in which folder it will be uploaded, pretty much like we can already do in Zoho Writer (Screenshot 176, 177). Please let me know if this feature is planned.
Copy paste multiple rows and columns?
Is it possible to copy paste multiple rows or column fields like working on a spreadsheet in Zoho reports.
Frigør potentialet ved korttidsudlejning af lejligheder: En guide til at maksimere din indkomst
I dagens tempofyldte verden er fleksibilitet nøglen, og det inkluderer den måde, vi griber bolig an på. Uanset om du er en rejsende på udkig efter en unik oplevelse eller en ejendomsejer, der søger at udnytte din investering, tilbyder korttidsudlejning
How to assign (grant access) of a web tab to specific user(s) instead of role/profile
Hello, I need to grant access to certain web tab to specific user(s), however, it's only possible to grant access based on profile. Could anyone propose a solution?
CRM API: How to add 'Note' when adding New Contact
I have looked through dozens of Zoho CRM support pages and NOWHERE can I find a reference to how to add a note at the same time I add a new contact record using API. This seems like an important and beneficial item for a new record, but every reference
Associating and viewing all emails with a deal
Hi - my apologies if this has been asked before but I've been looking around trying to find an answer to this confusing topic. I invariably only look at Deals within my CRM. I rarely go to Accounts or Contacts etc. I really only ever open the Deal objects.
IF Formula
For my mailings I want to have a formula field. IF the field salutation is "Mr" the formula field should give me a "Dear Mister" IF the field salutation is "Mrs" the formula field should give me a "Dear Miss" and IF the field salutation is " " (empty) it should give me a "Dear all" I tried all the different suggestions I found in the forum but nothing workt. Thanks
Web tracking change
Hello, Into Zoho CRM, for my prospection, I add career pages url's of companies' websites to check if there is new jobs to fill in so i can offer my services. A while back, I used tools like visualping to automatically track changes on a website page,
Zoho IQ IP Address
Hi there. How can we capture the customer IP address from Sales IQ Chat and connect it with Zoho CRM?
How to find Widgets from ID
I'm attempting to delete lookup between two tables, however I need to delete the views and widgets which use this relationship first. The views are straight forward to find, but I'm unsure how to track down the widgets based on the ID provided. WIDGET:
Add to calendar not working
Hi Has anyone had this issue before and been able to fix? Users are able to register for an event however when they click the link to add the event to their calendar they receive this message: Not sure why Zoho needs access to add an ICS file? Does anyone
Involve your sales reps and set sales targets from the bottom up in Zoho CRM forecasts
Hello folks! You can now choose whether forecasts in Zoho CRM should follow a top-down or bottom-up model. Editions: Standard edition and above Previously, all forecasts followed a top-down model, and therefore users couldn't configure this option. Why
Error in SalesIQ account features
https://www.zoho.com/salesiq/pricing.html The above URL says 3 operator licenses for free level. Trying to change to the free level, the screen says 2 operators. Hell, I'm not going to select a Category in the pulldown below this window. The list seems
Subform relations
Hi there, I have set up a subform under my deals module (called work) to associate the related contacts. I want those deals to show up under the contact record, without having to create a report since our crew needs to see this on the mobile app
Validate Zia Insights with your feedback to improve email intelligence
Dear Customers, As email communication becomes increasingly integral to business operations, Zia offers invaluable insights into sentiment, intent, emotions, and activity extraction from email content. However, ensuring accuracy and relevance in these
Customer Service is great but regarding ZOHO One and ZOHO Projects, PLEASE STREAMLINE ALL YOUR PRODUCTS AND SERVICES!!!
Howdy, Boys and Gals, First, I have spent the last six months going back and forth, back and forth between all the different products, services, and customer service. CLEAN IT UP! Explain Zoho "Accounts" better! Now, with ZOHO Projects 8.0, I am learning
ZOho desk article integration.
Hello, We added the chat bot fonction in zoho desk using Sales IQ. We enable the integration of the articles from Zoho desk. But we are having an issue. All our articles are in multiple languages but the synch only bring the english version. Any ideas
My restart / previous button is not showing on my Facebook Chatbot
Hi, Is there something I'm missing ? Zoho (with the restart and set back buttons) Facebook (without the restart and set back buttons)
How do I create a query table?
How do I create a query table? Is there a specific plan I need to be on to use this feature? After clicking on "Create" tab in the sidebar, I am not able to find the "Query Table" option.
Calls from CRM on the Calendar
If I schedule a call to someone in CRM it shows up in the CRM Calendar. It does not show up in Zoho Calendar or in the Zoho Mail Calendar. Is there anyway to get calls scheduled in CRM to sync to the other Calendars?
2 different email channels for same department - how to control notifications?
Hi, I'm thinking to add another email channel to my Support department related to training. The reason is that training is done by the same team, so I want to gather all the stats under one dept. Currently I have an email 'support@company.com' and want to create a new email, 'training@company.com' to open tickets within the same department. Is it possible to have emails coming in from training@company to: not receive the ticket creation/closure notifications have them follow a different (simpler)
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