Add to Outlook Button Not Working
Hi In the confirmation email for appointments booked when a client clicks the add to outlook button instead of adding the appointment to their outlook calendar it takes them to microsoft to download outlook. I cant find any settings I need to amend to
Hide Empty Cart
I was looking for a way to hide the shopping cart icon when the cart is empty. I couldn't find my answer online and reached out to support. They offered the following code, which works great. I wanted to add it here, in case it may help someone else.
Accounts with multiple branches
Good day, I have 20 clients that i work with (head offices). Each of these clients have multiple branches and are franchisees. Example: - The main account is Wallmart Head office - We manage 100 branches for Wallmart - Each branch is invoiced differently,
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Storage Full
Hi, This is to let you know that we have been having trouble uploading any attachments, including flyers, photos, attendance sheets, and recording links. Please assist us in resolving the problem as soon as you can.
Rule and Custom Function Help
Hoping to get some help on my idea with our ticket creation. We currently have our own support email that receives numerous requests from end users. There are certain requests that I will be forwarding to our Zoho Desk email and a ticket is automatically
Greek
I have a Greek client who has asked me many times if the system can feature search campaigns in Greek language. Also, the correspondence with applicants. I keep on telling them this cannot be done. Can you please consider this for the future?
Additonal "group by" in Expense Details report - Category
It would be extremely useful to be able to group by Category in the Expense Details report. Currently I have to approximate this by grouping by Vendor but that is not sufficient as a single Vendor sometimes provides services in different categories.
helpdesk invite emails are not getting through
I am trying to register to the helpdesk for my trial account (rivery) in the helpdesk settings, i unchecked the "Moderate customer sign-ups in the Help Center" So the user i create should get invite email once i create it however - the invite emails are
Error in using Google Sheets API to add value in Google Sheets
Hi, I am using the following code to add values in google sheets through custom functions. I am not able to figure out correct way of adding values in the invoke uRL. Can anyone help me out. I am attaching the code and the error message which we are getting.
Is it possible to change "default" calendar?
I now have the need to share a calendar that has been private, so I have made the changes and the other users can now access and edit. However, if it is possible we would like to set the accounts of those I've shared with so that the default calendar for creating or editing entries is my shared calendar and not their calendar that was created when they signed up for their accounts. In other words, when they click "Create Event" or click a date on the calendar, is it possible for the edits to go to
Linking products to suppliers (or vendors)
Hi everyone! I'm working with quotes module and I have the normal structure: Suppliers (vendors) Products Each vendor has several products (as usual), but the point is that I have already created a custom subform in the budget to find the products in
Show listing Zoho to woedpress website
Hi, I want to show Florida based real estate listing from Zoho to WordPress. May you please guide about how I can develop a WordPress plugin using Zoho API. Which API I should use https://www.zoho.com/crm/developer/docs/api/v5/ Regards,
My scaling formula doesn't work cannot figure out why
if(${Accounts.Total Premium 22 Manual} <= 10000, ${Accounts.Total Premium 22 Manual} * 0.10, if(${Accounts.Total Premium 22 Manual} <= 25000, (10000 * 0.10) + ((${Accounts.Total Premium 22 Manual} - 10000) * 0.08),))
How to link two deals in different Sub Pipeline ?
Hi , Bigin allows to link a deal with products. Is it possible to link a deal with another deals (children) which they are in a different Sub Pipeline ?
deferred expenses
is there any option to manage deferred expenses in zoho books
Transitioning From Google Drive
Hi Guys, I'm looking for user experience of this scenario for hints/tips etc. We are considering transitioning from Google Drive to workdrive as we can see big advanatges as Zoho One user partiularly with automation through flow and the various apps.
Can you import data from a different form builder (Jotforms, WP Forms, Etc.) into Zoho Forms?
Hi there, I have been using WP Forms for several years and have about 25 forms built out. Some are very simple others are relatively complex (ITTT logic) and I'd like to import these forms (as WP Forms allows an export option) into Zoho so I wouldn't
Getting Duplicate record for only one value in label generator
Hello all, We have created a Label generator in Zoho Creator. The problem we are facing is a duplicate of a record for generating one label. If I have more than one label I won't get duplicate records. I want one record with one label to be generated.
VERIFICAÇÃO TOP
Boa tarde estou adicionando o número +5565992668666 mas o código não esta chegando no sms conforme deveria para realizar a autenticação
Zoho mail new
Я создал почту домена s.muradov@cospace.az. Теперь я хочу создать еще один адрес электронной почты домена info@cospace.az в той же учетной записи. как это сделать?
set up a new mail account
How to set up a new mail account? I've already set up 1 mail account from an account I have on Bluehost but when I try to set a new account I keep getting an "Authorization Failed" notice.
Deluge script to change currency field's currency dynamically on form
Hi, I have a currency selection field based on which I would like to change another the field's currency. For eg I have 2 currencies say HKD and AUD and an amount field of type currency set to AUD (by default) wherein the user can input amount. So if a user selects HKD then I want to change the currency field to HKD from AUD for the amount field. Can this be done? If not what is the best solution. -Nitin
Zoho projects live feed to Google Sheets
Hello, Is it possible to setup a live data feed between Projects and Google Sheets as I'm wanting to build some table reports and pivot-tables based on live data at any point and don't want to have to keep exporting info. Many thanks for any suggestions
Super Admin Cannot view others incoming and outgoing emails
Hi As super administrator i am unable to view incoming and outgoing emails of all my users! What gives. How do i resolve. Thks Kieran
Zoho Help desk down
Hi support team, May we ask for estimated up time for Zoho help desk portals? One of our departments that has a separate help portal is not up Please see the screenshot of error below for reference Tried to check on your status page however it seems this
Zoho Notebook Update
Whenever I open Zoho Notebook I get a message the an update is available. I am then asked if I want to upgrade. When I select "yes" nothing happens since I am prompted to update the next time I open the program. What to do? Is there a way to update manually?
A way to block off weekend days
We don't work on the weekends. It would be nice if when we were setting up new tasks we could block out Saturday and Sunday so they don't allowing tasks to be entered.
Trouble creating folders
Hello everyone, new here to Zoho CRM and Deluge. The goal I am working towards is to create a folder with included subfolders when my company creates a new deal. I followed a very straightforward tutorial from Blungo on youtube which was working up until
Zoho One - Plan Limits and Usage
At the top of the plan details table it shows a metric of Users as Your Quota vs Used. What's the difference? When I check the Zoho One directory for Active Users it says 50, and each of those user is assigned to at least one app. So how do I identify
Workflow to trigger when ANY user unpit field is changed in a form
Hi, I would like to see a form recalculate formulas ON SCREEN whenever a user changes ANY ONE of a group of specific field numeric input on the form. I would like the funtionality similar to the "on submission" result, but be able to see the change on
Variable not define
I would like some help with the following Deluge code that comes back with error " Variable not defined" if(row.Type_of_currentcy.Type_of_currentcy.contains("HT")) { row.Total_Resquest=row.Total_Price /Advance_Exchange_Rate; } The field "Type of currency"
Tags on Notes (PC) don't sync with Tags on Notes (Android)
So the other day I migrated most of my notes and all my tags from Evernote and it synced almost everything with some inconsistencies. For some reason, all my notes that had tags synced properly on PC, but for some reason on Android, some of my notes have
email to multiple recipients
is there a way from CM to select multiple recipients for same email? If I want to email 4 clients and invite them to lunch, I seem to have to cut and paste the subject and body 4 times. Very inconvenient. (sometimes I have a lunch and learn with 20
Add additional E-Mail Accounts
We have just switched to Zoho One. I have now bought 5 licences and added our 5 people. Everyone has an email address. But now we have the case that from time to time external employees go out with two of our pool laptops. Previously, we had configured
Cannot view PDF attachments
I cannot view any PDF attachments in my notes. I am getting an error message "docs.zoho.com refused to connect," Please advise. Thanks.
Migrating from FileMaker
Hi, I have the most basic FileMaker database of customers that I want to move to Zoho. Not a database expert so requesting help with the move. Prefer hands-on, with screen-sharing if possible, is that something a Zoho user can do for me? Are there independent
Enterprise Vs Professional
May I know the differences between Enterprise and Professional Edition?
All Deals are missing in Sales pipeline
Hi, I have the impression that there's a problem at the moment. No deal is displayed in Sales pipeline. The problem only concerns this pipeline. Is there an incident in progress?
Cannot select cells
I am using the Android app and don't seem to be able to do the most basic thing: selecting a group of cells. Whether for the purpose of formatting or generating a chart, for some reason I am not able to select the cells I wish to format or chart. When
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