Setting up multi-brand portals
I may have posted this twice - apologies if that's the case. We have two brands: A and B. Each brand has its own support department (department A and department B.) We have set up two portals - one for each brand. We have unique users so any one user
Hide "Search In Help Center" seach bar when user is not logged in to the customer portal
When a customer goes to our customer portal and are not yet signed in, they see in the header the search bar. Unfortunately, if they are not signed it, they can't click on it or search it, so there should be no reason why it displays. It just takes up
open reply mail message in new window
Hello, Is it possible to open the email reply section in a new window instead of integrated to Desk? Thanks!
Should not the invoice total be added to the reports once the invoice is created & signed instead that when it is sent? It does not make a lot of sense it to be that way.
Should not the invoice total be added to the reports once the invoice is created & signed instead that when it is sent? It does not make a lot of sense it to be that way.
CRM/Forms/Sign
from CRM I know how to create a button in a records detail flow, that will open a window with a Zoho Form, Then when that form is completed it create a Zoho Sign document for signature - how do I get this Zoho Sign Document back into the CRM - specifically
Plan price change does not reflect existing subscriptions
Hi, I have encountered an issue with our Zoho Subscriptions setup where if I change the price of a plan for our product, e.g from $2 to $5, the price increase does not update on the existing subscriptions. This is important as, although price changes
Recommendation in Zoho CRM & Products : Inventory?
Hi team! I have a software company that sells licenses (products) and services (Software factory). Therefore we have 2 business units. We are using Zoho One, so we have the entire suite available The Software Factory Unit has different "products" based
⚠️ Gmail's new policy guidelines to impact emails sent from Zoho Bookings, starting Feb 2024!
Hi there, We'd like to inform you about the upcoming changes to Gmail's guidelines, set to take effect on February 1, 2024. Gmail is rolling out policy changes with the primary goal of fortifying security and reducing spam within its platform. This will
Accounting on the Go Series-21: Capture Control-Image Settings in Zoho Books iOS App.
Hello Zoho Books users, We're here to share a nifty feature in the Zoho Books iOS app – the ability to choose image resolution and decide whether to save photos to your phone's gallery. Supported OS: iOS How it works in Zoho Books iOS app: ➤ Open the
Not Working Get Recode API V2 and V2.1
Hello Zoho Team, curl --location 'https://creator.zoho.com/api/v2.1/zoho_admin8544/powerbi-connector/report/PowerBi_CRM_Form' \ --header 'Authorization: Zoho-oauthtoken 1000.036ed6dbd843860314596bf7eca4fc13.20b068cbfb671318a625466d4b8d8712' \ --header
Emails entered workflow but not all emails sent
Hello, I created an email automation and 1107 contacts entered the workflow but after activating the email automation, its only showing 100 emails sent. Why that is so?
Quote Template - Multiple Pages - Page Breaks
Hello All, When a quote is created that has many line items, we have seen that the quote can be generated over two pages. The problem with this is, pages after page 1 will not contain our "header" which contains information such as company logo and address and page 1 will not contain our "footer". Essentially, the table containing the quoted items cause the page to grows and wraps over the remaining pages. The template editor has no way of entering page breaks and according to Support there is no
Receive email notification for incoming payments
Is there a way to receive in our inbox an email notification when we receive a payment to the connected bank account?
I restored the expired domain but zoho mail still not working.
My domain was expired and now I've restored it. I am able to send emails but am not able to receive it. Need help.
Newbie question about printing HTML view
Hi, Thanks to your help, I have managed to create a HTML view with data from my forms. Can someone tell me please, how do I print what I have produced on the HTML view onto A5 paper and can I print automatically when the HTML view loads. Thanks
Export Filtered report and send via email using deluge?
Hi, As stated in the title is it possible to export a filtered report say into a spreadsheet and send this via email. I know this can be done manually from the report but i want this to be an automated thing that happens weekly so i am wondering if this
Unique user Dashboard
Hi We are doing a proof of concept on ZoHo one and use most of the modules. We want to know if each user in Zoho can have a unique dashboard per module.
Resource within Zoho One for Community Interaction
I want to build out a community where members of our subscription program can engage with each other. Not exactly sure what options are there. These are not employees in our company. This are clients we serve and we want them to be able to interact. It
Default start date on tasks
Often when I'm creating a task I want to add only the end date and I find it annoying that the start date doesn't automatically default to today's date. Most of my tasks are being assigned today, so they should just start by default on today and not require that I have to fill in that field every time. Anyway, I would love this update.
How to Allocate a Customer Payment to Multiple Customer Accounts and Invoices?
I use Netcash to collect Debit Orders for Clients to pay for certain services, I need a way to get the payments reflecting in customer accounts better. Right now, Netcash is added as one of my bank accounts in Zoho Books, so when the Netcash money comes
How i can upgrade from zoho crm to zoho one
Hey I have a a question . How i can upgrade from zoho crm to zoho one
Missing Create button in "groups - shared mailbox"
Hi, I am using a Zoho workplace trial. I am in mail admin console and I want to create a shared mailbox. Unfortunately I have only the help message no buttons at all to create the shared mail box. What I need to do? Do I need to buy another service?
Zoho CRM SDK: Is "domain_name" stable?
Hi everyone! The ZOHO.CRM.CONFIG.getOrgInfo() call from the JS SDK returns an object that has a "domain_name" field. Is this value stable or is it possible that in the future somehow it will change? I would like to use it to find if I'm running in production
When are the Manual Journals going to be fixed so that you can Journal across Supplier and Customer accounts not just GL??
This is an essential function for any accounting system. Sage accounting software's have specific journals for everything. Last year when speaking to an agent there was an issue in the process hence it was taken away, but is there any progress on getting
No duplicate entries in Lookup Field
I have two Forms: FormA and FormB. I have a Lookup in FormB called "LastName" wich imports data from "LastName" in FormA (dropdown single select). "LastName" in FormA is not able to have duplicate entries. Is there anyway to avoid having "LastName" in FormB with duplicate entries? In other words, once one LastName has been selected in FormB, it won�t appear in that dropdown list for the next records. Thank you very much for your software.
Zoho CRM Community Digest - December 2023
As we bid farewell to the past year, we're kicking off the new year with a roundup of exciting developments, discussions, and insights from the Zoho CRM community. Let's dive into the December Digest and get a sneak peek at what's in store for you in
Handwriting to text Input not working
Hello all and Zoho team, I am using a Samung Galaxy S8+ Tab and I am suddenly unable to use the handwriting converted to text feature. The first time I downloaded the app it was working (albiet a little glitchy) but now it doesn't work at all. I can only
client script to validate custom field
I'm new to Zoho CRM. I'm trying to solve a problem. Here is my pseudo code create a new deal serial_number = user input check serial number (user input) against serial number in all records in product module if serial number (user input) not found in
Expected response code 250 but got code "553", with message "553 Relaying disallowed as
I am having issues trying to register newly created zoho email accounts to our kayako
Can Send Emails But I am not Receiving emails in Zoho Account
Hello I did multiple tests and was unable to receive any emails in my inbox but I am still able to send emails. I need this fixed asap as I think this has been happening for months without my knowledge. thank you
How do I sort my messages based on Sender, Subject or Size?
Hi, How do I sort my messages based on Sender, Subject or Size? This link https://help.zoho.com/portal/helpcenter/articles/how-do-i-sort-my-messages-based-on-sender-subject-or-size don't help me. P.S. Is it refers to the old version of Zoho Mail ? Thanks,
Microsoft Teams meetings and Zoho Calendar
Hi Is there a way in can create a meeting in zoho mail/calendar and have that trigger the meeting in MS Teams and Vic versa? I would like to be able to set a meeting up and see it in the other calendar with links to the teams event. like Zoho meeting
[Webinar] Extend Zoho Writer's document automation capabilities with Deluge
Hi Zoho Writer users, We're excited to announce the Zoho Writer webinar for January 2024: Learn how to extend document automation capabilities with Deluge scripting. This webinar will focus on how Zoho Writer can help automate tasks and achieve specific
Zoho CRM conference pre planning tips?
We are trying to track all of our leads who will be attending an upcoming conference. We are reaching out to them individually (some via email, some via phone call, some in person), and we want to track who we have contacted and what their response is.
Internet-connected version of GPT
I am currently working on integrating Zoho CRM with ChatGPT to enhance our workflow efficiency. While I have successfully completed the basic integration, I'm facing a issue. My objective is to enable ChatGPT to search online resources for more comprehensive
Reduce space between lines in Books notes field
Is there any way to reduce the space between lines in the Zoho Books notes field. Im currently creating the estimates with the API. Example: These lists can get quite long, thats why i want them to be more compact like: #1 Frühbucher (10%) €320,00 Frühbucher
Server authentication issue
When attempting server-side authentication in a Zoho book account, I'm having trouble. It says, " Cookies are disabled for your browser. Please enable cookies to continue." Even after turning on cookies, the error remains visible. Please help me figure
Do you know any zoho sheet professional, who I can hire?
I am looking for any zoho professionals, who I could hire when I need to deal with my zoho apps. I think, many of us do not have time to learn everything about sheets, flow etc but we are keen to learn as we go with ours needs for solutions. I need to
Email in CRM Sales Order
I'm s close to having this setup how I would like, but the last step is proving difficult. Any help would be appreciated. I am using Zoho to manage my eCommerce sales. So far I have the sale being imported into the Sales order pipeline and it works beautifully.
Sending a pre-populated Survey via a Campaign
I'm trying to send out a Survey via a Campaign but it doesn't pre-populate the Survey with the contact details. When I send it out via CRM - it does pre-populate. Is it possible to do this? Thanks Tim
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