Digest Décembre - Un résumé de ce qui s'est passé le mois dernier sur Community
Bonjour chers utilisateurs, Il est déjà venu de dire au revoir à 2023 et de découvrir ce que 2024 nous réserve. Dans le même temps revenons sur ce que Zoho Community France vous a apporté au cours de ce dernier mois. Ce mois-ci , Zoho vous présente la
Zoho Mail Mobile Browser Friendly View
Please implement a mobile browser friendly view of zoho mail. At present it loads as the desktop version and not scaled for mobile browser.
Can't create a new post or publish drafts etc
hello i can access all the other features it seems except: create a new post edit a draft edit a published post as new the application doesn't generate an error message and I have tried several different wifi connections..
EMERGENCY! Web-to-request form error
Since 14th of october, when submitting a request through a web-to-request form, an error occurs. IE says page cannot be displayed (a zoho webpage), mozilla says nothing. The request doesn't arrive. I experience this problem with multiple accounts from
How can i Setup an auto-reply when clients reach us by email in Zoho Desk?
Hi, I would like to setup an auto-reply so when people sent us an email, when the task is created we send a replay to their email for example: "thank you for reaching us, your issue will be fixed shortly". I didn't find where i can set that, can you help
Optimize ticket management with Mass Revoke Blueprint and Skip Reply in Blueprint Transitions
Hello everyone! Blueprints play a pivotal role in shaping a seamless customer service experience, serving as the architectural foundation for efficient ticket resolutions. They provide a structured framework that guides support teams through predefined
How to stay on the new version ?
All is in the title... Each time I log I go back to the old version. Didn't find any place to trim this. Moderation update: Folks, we recommend starting a fresh post when you experience a challenge with the system. The original post refers to a UI uplift
open status
Hi Does anyone know a way that changes the behaviour of the open filter. At the moment 'unassigned' shows emails not yet assigned, and 'open' shows assigned emails not archived. Thats a little un-intuituve as an email is 'open' even if it is assigned
Zoho CRM Plus in 2023: Let's rewind
Hey everyone, There's something about December that makes us want to sit back and remember all the wonderful moments, as we get ready for the New Year, 2024! (Psst! We are also turning 10—yay!) This year, CRM Plus had a lot of wonderful updates, taking
Cumulative total in a query table
Hello there, I would like to calculate a cumulative total of the column "elmCount" per customer in order to check when the total of the elmCount exceeds the limit. There is one limit per customer. In a normal SQL environment I would do it as follows:
Increasing Chat Engagement
I've been sending lots of proactive chats, and have now also set up custom triggers for various pages and topics. And yet, despite dozens of triggers firing every hour (or me sending out obviously custom messages), very few of them actually turn into
Will Triggers overlap?
Hi, if I set up multiple triggers and a user hits more than one, will both fire? If not, which will fire - the one that is set to trigger first will automatically be the one that fires?
Duplication Bringing Lookup Linked Records to New Record
Hi All I have a form that is essentially a schedule of courses and dates (which displays these courses on a calendar). I then have a booking form that has a lookup field that is populated with the record ID of the selected course date. This enables me
Multiple Branches & Warehouses
Currently, when one enables multiple branches and multiple warehouse : it is mandatory to link a warehouse to a branch and no warehouse could be associated to more than 1 branch. Effectively, what it does to prevent from changing warehouse for a line-item.
Custom formula column in pivot report
hello I have a pivot table report in zoho reports (data source : Zoho crm). I need a column in this pivot report that can perform a calculation "column x - column y", column y being a total of several columns in the same report. I can see that adding a custom formula column is not available in a pivot report- or at least I have not been able to figure out how to do so. Is there a solution, please? Thank you
Custom section and fields - Zoho Projects and Analytics
Hi, I created a project layout (Zoho Projects) with sections and fields custom and now when I try develop a report in Zoho Analytics these fields don´t are shown in the table Projects. I am curious because some custom fields are shown and I can use in
Redirect to Another URL depending on the Section for Right Customer Feedback
Hi Zoho Team, I run a small cleaning business in australia, so I need to collect reviews/feedback from customers, but I want to avoid negative reviews, so I am trying to create a page on my website that has buttons for redirection based on what customer
Real time data in dashboard
Hello. I would like to trace and display real time events. I will have a datamart (SQL) and I would like to acquire data in near real time from my SQL datamart. The best I can do in term of time interval is with every 'N' minutes where the lowest N is
Kaizen #118 - Mass Delete Records Across Modules (Part II)
Hey there! Welcome back to yet another insightful post in our Kaizen series! Picking up the thread from our last post, let's explore how to automate the process of mass deleting child records directly from the parent record's details page. This approach
Zoho Books - Tally Integration
Firstly we are totally in love with Zoho Books & hold no intentions to move out from Zoho ecosystem. However, this is where the problem resides (as well). Our CA firm is a sizeable entity & they operate over Tally. Thus we need a way to extract and share our information with our CA team at a periodic frequency. Kindly suggest how can we quickly extract the information in a Tally readable format (or something close to achieve this objective). Currently, we have a Zoho subscription & Tally license
Can't open information in a new tab
Until yesterday, I was able to open contacts, product, etc. in a new tab, but now only a blank page (URL in the format below) is displayed. I can't open information in a new tab in Chrome or Firefox. Have the specifications changed? https://crmplus.
Zoho Workdrive TrueSync on Apple M1
When is it possible to install Zoho Workdrive Truesync without having to make changes in the Apple Recovery Console, as described in this document? https://help.zoho.com/portal/en/kb/workdrive/sync/workdrive-truesync/articles/system-extension-blocke
Your Input Matters!
Greetings from Zoho Enterprise Support! We would like to thank you for your ongoing confidence in our support team. Our team has transitioned to a cohort model of dedicated specialists for handling all support requests. This has allowed us to maximize
Zoho Books for Online Dropship Business
Hi, I have searched and could not find my exact problem. I am in the USA and running an online dropship business. Basically I am just listing the products on my website, customer makes the purchase and pays through the checkout process, I get a copy
Zoho inventory scheduler stopped working after a long time
After a long time it worked fine, but in the last 2 days I haven't seen it activated anymore, even though the status is active and I tried triggering it manually but it still doesn't work. I realized one thing is next_execution_time is empty, i think
schedule is not running even though it is active
My schedule was running, but recently it stopped running, even though its status was active. when I check I also don't see the next_execution_time value. What happened?
Global variables in Deluge
2023 Release Projection 1 announced Global variables in Deluge for Q1. Was it released?
Issue Viewing Attachments in CRM
Hello Enterprise Community! At 12:23pm CST today, our team identified an issue an issue today related to viewing attachments within CRM. This issue is affecting some but not all users. We are working diligently to resolve and determine the root cause.
Text Boxes
Any plans on being able to add text boxes and cell merging in the near future?
Issue concerning the invocation of a webhook in a custom function
Why can't I invoke a webhook in the custom function below?
Template Document Editor - Text field with custom validation - Strange behavior
When adding multiple text fields with custom regular expression validation and switching between them, the regular expression field does not change its value
Territories not Assigning to Contacts when its Account has a manually assigned Territory
Hi Zoho and fellow CRM users, I've discovered an odd behviour of the CRM. I have Territories set up and Accounts are correctly assigned Territories according to the set of rules I've developed. Contacts usually inherit the same Territories as their related
Implementing OKR (Objective Key Result) Methodology
I am searching for a way to implement OKR methodology in Zoho Projects. Recently asana has launched this feature in its latest update. https://www.youtube.com/watch?v=Pdl30lWH2lY&list=PLNzc9PubwlIkev1VuIhSTzwc4aYPIncwz&index=5&t=0s on this link one can see how it works I want to know how can I implement this into Zoho Projects My idea: 1. Name the project group in Zoho project based on Objectives 2. Name the individual project (within the project group) as Key Results 3. Name project tasks as tasks
Default access for all users when creating a new project
is there an easy way to give access to all projects for a new user / client user AND vice versa : all users/client user when creating a new project ? Best regards
Accounting on the Go Series-17: Strategic Pricing for Success: Exploring Price Lists in Zoho Books
Hi users, We are all excited for the new year and what it brings for the Zoho Books family. So, in this edition of our "Accounting On-the-Go" series, we thought to show you a handy feature available in the Zoho Books mobile app – creating price lists.
Increase field value based on condition
So I have a picklist inside of the zoho forms. In the picklist I have 6 coresponding options. Each option has the same name as different currency fields inside zoho CRM. It looks like this - zoho forms picklist: Stopnie + Podstopnie Konstrukcja Balustrady
How are Last Activity date and Modified Time different?
Is this still accurate? Account Last Activity Time field (zoho.com) How are Last Activity date and Modified time different? Another way to ask the question: What is included in "Activity"? Is this when any field is modified in a record? Is it an "Activity
Unable to customize product pages in site builder
I am currently creating a website for my business. Using site builder i am able to do customization for the homepage alone. If I click other menu options ie vegetables is one of the menu. I am not able to do any customization. The problem is image size is big i want to reduce. I am struggling to do. Can you help me how to do it.
Custom Service with OAuth2 and client credentials
We are trying to add a custom service in Zoho Billing (Subscriptions). The custom services uses OAuth2 with client credentials. The setup in the Zoho UI is easy, but when we create and connect a connection for the service we only get "Connection Authentication
Zoho Writer Glitches: Extension for Clipboard, Disappearing Texts and Shareable Links that DO NOT WORK!!!
The Writer application seems to be innovative and possesses great potential unfortunately for too long I have experienced glitches which have a severe impact on my productivity and momentum while working on a project. As a Zoho One user since 2017 I expected
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