Mobile UI and Marking Bookings completed.
We have just started using Zoho bookings. I found the set up and configuration to be fairly straightforward. I have 2 issues with the system: 1) The mobile templates Its nice to be able to choose from several templates - but I cannot find a single one
Zoho User Group (ZUG) Meetups in APAC - Zoho CRM & Email Integration
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho CRM meetups happening in February, 2024. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to
コミュニティダイジェスト 2023年1月〜12月
明けましておめでとうございます。本年もよろしくお願いいたします。 Zoho コミュニティチームです。 2023年度のフォーラム上での議論やZoho からの製品アップデート情報・イベントなどの情報の中から、注目のトピックを取り上げ、「年間ダイジェスト」としてまとめました。 2024年のユーザーイベントのスケジュールについてもこちらでお知らせしますので、以下をご参照ください。 ＊ディスカッション、アップデート情報の情報は、いずれも公開当時のものです。 ー ー ー ー ー ー ー ー ー ー ー ー ー
Why is there a past due fee if my account was downgraded to FREE plan?
We were in the middle of a complete website redesign and our annual subscription lapsed. (We had also cancelled the CC that was listed for the plan a long time ago). Our account was downgraded to free plan, but when we went to renew (at monthly rate),
Easy automation across apps from within your CRM
Hello everyone, We're releasing a feature that we think you'll love! It's called Actions by Zoho Flow . As the name indicates, it allows you to add actions in other apps as part of your CRM's workflow rules. Previously, automation across apps would've
ZOHO NOTEBBOK / Huawei matepad without google play
Hello, i am in the testphase of zoho notebbok. And it works very good on desktop and on my android smartphone. And i like it. But unfortunally not on my huawei matepad BAH3-W09 with android harmony OS 2.0.0. The message comes: "something went wrong, check
Automation based on Contact Field Update not working
Hi We are trying to get our automations to pick up a CRM Contact record when a field is set to a specific value. We are setting that field using a WORKFLOW that triggers a field update during contact creation during the lead conversion process. It seems
Account for funds rx on an Invoice for "Grants Account" versus considering it for the "Sales Account"?
Our organization has been awarded a governmental grant - and they require an invoice to process. Zoho has an amazingly bright invoice format and this worked for their purposed. However, when I go to accept the payment and match the funds to the invoice
Scheduled Fx Script - Not Working
Hello everyone, Its been 2 years and still feel new to Zoho Creator because it seems like I am consistently needing things done that I do not know how to exactly fix. But anyway. I have a form my team submits. Within the form, there is a field for the
Unsuccessful Payment clears form
I have created a form with a Payment section using Stripe. I noticed that if a credit card payment fails, the user is shown a pop-up message explaining the failure which is good, but when they acknowledge the pop-up message and go back to the form, it
Google Sheet Integration Occasionally Failing
We have been using Zoho Forms for many years now. In the beginning there was never an issue with new submissions being sent to our Google Sheet. But recently I've noticed more submissions that "error" and won't be sent to the Google Sheet. My question
Implement the ability to add multiple custom domains
Many companies use more than one domain to promote different types of products or services within their portfolio. Currently, in Zoho Bookings it is only possible to add a single custom domain. Please consider implementing the ability to add multiple
Bring Products SubForm from Quote to Deals
Hey team, as there is a big issue with Quotes Layouts I've found, I am trying to have a work around for my request. The need: As I have different Business Unit (services & products) I need to have a different quote layout or feature to estimate the total
Facebook will not take the short link
this is the message i get when i try to publish to Facebook know it worked before i just publish two other link two and know i getting this issue NC Prep Photos: The URL in the post has been marked as spam by Facebook. Either remove the URL or try shortening
logo and theme
How to add my colors to the theme and add a logo on the form
'Other' Option in the checkbox field
Hi! Is it possible to have the 'Other' option in the Checkbox field like the one in the Radio field? If there is a way to do it, please help...
Lead not generated on form submission
We just launched our site and changed from the staging environment to live, and now form submissions are no longer generating leads. I have tried everything listed on this similar help topic without success. https://help.zoho.com/portal/en/kb/crm/faqs/sales-force-automation/lead-management/articles/why-are-leads-captured-through-web-forms-not-visible-under-leads-tab
Mass update leads PROBLEM
During the filter process it responds alwais with 10 leads and no more, whathever kind of research you do... PLEASE ASSIST QUICKLY
Quotes and Invoices
Hello we are new to Zoho and were told that custom quote functionality is being developed and would be made available to Zoho Billing soon. What we are looking for is for our sales reps to create custom quotes for our potential customers, apply what ever
CRM Forecast Total Target does not update and is always 0.
Hello! I've noticed that the Total Target, Total Achivement and Overall Gap sections of a Forecast in Zoho CRM are always empty, even though i have filled targets in the forecast. Why is it not updating? Could it be a bug or something? I have attached
Zoho Subscriptions and Books Integration
Hi I want to be able to create an estimate which can be sent to the customer and then once approved, convereted to a subscription. What i can see, it says the integration between books and subscriptions is "seemless" but i cannot find where to be able
Signature Field Issues on Mobile IOS and ANDROID APPS
1. I've been going back and forth with support about this, but as it stands, there is NO way to test if a signature field was filled or not out in deluge. I've tried everything, and I am getting silence from zoho support. 2. This is even worse problem on mobile, the signature fields do not commit to database if you are not an ADMIN user and you are using mobile app. you must have changed something in the code around the time you made signature pads bigger for the IOS and android devices, because
Sign in / Sign Up
Hello! I want to create custom sign in / sign up form How can I make it? Which zoho desk api requests should I use? How can I make forgot password?
Unable to attach email
I have a problem when I attach an email to a Deal, it's not showing when in this list of emails attached to this deal. This affect only imap emails. Here when I select the list of all emails associated with the contact, you can see, one email is attached
New Zoho Notebook account-Sharing seems to require an upgrade
Hi People Have just signed up for Zoho Notebook Pro. When I try to share a popup asks me to upgrade. My signup is for NotebookPro.
Call Function When Lead is Convert
Hello Team Problem Statement:- can call a custom function when a lead will be converted using System Convert Button. if someone has any suggestions, please give your suggestion in a comment. Thanks & Regards Piyush Goyal LinkedIn Zoho Developer || 3+
How can we extend the notes width to the full window width?
How can we extend the notes (Contacts module) width to the full window width? As can be seen from the image, NOTES elements and notes themselves are not utilising the available real estate of the screen, thus making the notes unreadable. The issue gets significant when there are lots of notes for a contact. Please help.
Convert Lead to trigger Webhook
Hello, Is it possible to have the Convert Lead to Contact trigger an Automation webhook? This is necessary for the project I'm working on. Thank you, Jesse
SENT ITEMS NOT SHOWING IN OUTLOOK
I just synched my outlook with zoho but the sent items in zoho is not showing in outlook.
What is the policy for OpenPGP key access to non-customers?
What is Zoho's policy regarding data access to customers' OpenPGP keys? I have not yet seen any statements on where the PGP keys are stored within Zoho's systems and who else can access those keys beyond their owners. Additionally, the closest policy
Zoho Forms Pre-Populate Zoho CRM field
I have created a form in Zoho Forms and would like to send a public URL to an account in CRM, achieving the following: I added a Zoho CRM field in my form and linked it to the field "Account Name" I then mapped a few fields for pre-filling I set up the
Zoho CRM: Issue with viewing chart in Reports Module
Greetings, Enterprise Community! We hope this message finds you well. We wanted to inform you about a recent issue identified within Zoho CRM. Specifically, there seems to be a challenge in the Reports module when attempting to view charts created in
How many fonts zoho sign supports
I was uploading a file with different fonts in it in Zoho Sign. But when i view the template after uploading i found that it didn't support all the fonts. So can you please help me how many fonts Zoho Sign supports, with their names asap. Thank You
How to manage "Leasing activity" in Zoho Books
Hi , I would like to have insight about how to manage leasing activity. I mean : - I have customers who own equipment from my company and the invoices today in Sage are at their name - But the real payor and owner of the equipment is the Bank who has
parent-child ticket API
Hi all, is there an API to connect tickets as parent-child? I wasn't able to find it in the docs. thanks!
Native feature - parent child ticketing
Hi all, I think I don't need to elaborate on why the Parent-Child Ticketing extension is not really usable. I think we all agree on that :D (Parent ID/Link not available in reports, not available in Ticket Table View, not available in Zoho Analytics,
Access relationship information (parentId, childId list) [Parent-child Ticketing Extension for Zoho Desk]
Hello, we are using the official Zoho extension Parent-child Ticketing and were very surprised that it is not possible to access the data. In my opinion, it is an essential requirement to be able to access the link information. However, you can only see
Is it possible to link requests?
I am currently evaluating Zoho Support. In order to resolve our Customer Support requests, we need to be able to communicate with 3rd parties - such as partner organisations or suppliers. These communications need to be: - recorded in the helpdesk system,
How to link or relate tickets?
How to link two or more tickets with the same resolution?
Mass response from Parent ticket
Good Afternoon, I am highly anticipating the release of the Parent Child Ticket extension for African users. As this extension would be extremely beneficial for our service desk in the linking of child tickets to the main parent ticket. If you consider
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