Timesheet Entries Have no Project Group
I have a Pivot View Report that I'm using for a weekly report, our Projects in Zoho projects are split into different groups, this report is summarising the total number of hours that have been booked against Project Groups. I have identified that there
Phone formatting depending on country with + sign
I have some 25.000 Phone number like 9876543210 to be converted to +98-76543210 similar like 234567890 to be converted to +234-567890 so it depends on the country... two or three.. beginning letters is the country number. How to this ?
Video runs on Setup page but I can't access the page or skip the video
When I click on the the setup icon a tutorial video starts. I can't get out of the video and can't access the page. I've tried closing down and going back in, shutting down and going back in but it still doesn't let me access the page or skip the vi
Beyond Boundaries: Zoho Payroll's Year in Review 2023
These are just some of the updates we've worked on over the past year. We've compiled the list of releases below. Jan and Feb' 23: HSBC Direct Deposit, Add Non-Employee as Tax Deductor, User Permissions for Approvals, Unique Identifiers for Loans, Enhancements
New Features rolled out on December 21, 2023
Advanced Analytics for Typeform Zoho Analytics provides you with sophisticated reporting and analytical capabilities, over the data you collect using Typeform. Zoho Analytics provides comprehensive insights, allowing you to analyze survey responses, customer
i can't send emails
i'm waiting almost 2 days and i still can't send emails although i'm using premium plan https://help.zoho.com/portal/en/ticket/4017061543820 I can't send emails. My account was locked with no reason. Please help me ASAP. https://mail.zoho.eu/UnblockMe
Did you know Zoho Sign can automatically detect fields from PDFs?
Hi Zoho Signers! Tired of repetitive field addition, but have a PDF where you cannot add text tags? Worry not! Zoho Sign can now detect field spaces in fillable PDFs and assign corresponding fields automatically. You can upload fillable PDFs and assign
Issue with 'Item search' when adding an order
Hi, I'm having issues with searching for an item when preparing a Sales Order, both from the web or the app. I have a big list of items, whose names are in the format: ABC|EFG|583|PQR. When trying to add a 'Line Item', i search for, e.g., EFG. But it
Talent Pool Filtering and grouping
I've followed these instructions to set up Talent Pool. In the video at the end of the article it shows how to search for candidates by filtering by by Talent Pool - but I don't have the search bar in my view (see attached). How do I enable this? Also,
Zoho Analytics - Crossed report from « potential » CRM module and Zoho Books (Estimate)
Hey everyone ! I would like to generate a report on Zoho Analytics including Potential module informations and books informations. Actually, i had made an integration with books and CRM (via Zoho Finance) So, i only create estimates in potential module.
Zoho CRM - Contacts Address Auto Populate
When I create a brand new contact, it would be great to have the account's address auto populate into the fields, so I don't have to go back and forth to manually type in the address. Is there anything I can do to make an auto populate happen?
Sync custom Booking form in CRM
Hello, I try to sync custom form fields in zoho booking and integrate in zoho crm. I need to add company name and service. Any suggestion how to do?
My trigger on the function is not working
First off all, i tested my function using a trigger and worked nice. I'm gonna try to explain how our workflow works. When a Leads with the specified conditions comes, a registry of a module to deal with the our integrations is created, and a workflow
Multi currency support for expenses
I have been trying over and over again to create an expense in a foreign currency, but it doesn't seem to work. I have corrected the currency for the vendor, but when I go to create an expense, it doesn't let me change the currency from my base currency
matching vendor payment from bank statement
when I match payment to vendors from bank statement ( imported via XLS file ), this message appears : AutoNumberGenerationGroup passed does not associated with selected Branch can you help me pls?
Remove any extra blank spaces after email/campaign content
Hi, I selected a simple blank page and designed it according to my company's logo and text requirements. However, there is an issue with the remaining part appearing in the email, which creates an embarrassing view. How can I remove this section?
My Zoho Story #4 Zoho One で案件獲得〜商談・申し込みを管理 （TechGardenSchool 高橋 与志さん）
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただくTechGardenSchool / Club86 School&Company 代表の高橋与志さんは、中高年向けプログラミングスクールを展開しています。 高橋さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。
Need a TOTAL field without the currency symbol in Invoice email notification
I have customised the invoice email notification template to include a URL that will then populate a payment gateway with all relevant payment fields. eg. https://paypaperbills.postbillpay.com.au/postbillpay/Default.aspx?AP:BC=2998&AP:RN=999999999&AP:AM=$112.22 (above link is how ZOHO generates the URL..Note the %Total% (last parameter of $112.22) includes the currency symbol The problem is that the TOTAL field always includes the currency symbol (eg. $20.00). I just need the number, stripped of
Zoho Analytics Jotform Data Integration
Hi, I find this newly released tool to be a little bit frustrating. I have a multi option answer field in Jotform. It allows users to pick multiple answers (up to 40) to the question. When this goes into Jotform, they are semi-colon separated (as expected)
もしもサンタがZoho CRM を使ったら...？
こんにちは！皆さんはどのようなクリスマスを過ごされましたか？🎅 この投稿では、CRM を活用し、膨大な案件対応を行う中、誤配達と配達漏れのミスを防ぎ、業務効率を飛躍的にアップしたサンタの物語を紹介します。（※フィクションです） もしもサンタがZoho CRMを使ったら？：https://www.zoho.com/jp/crm/christmas-special.html ＜サンタのCRM活用法＞ モバイルアプリ クライアントの最新の情報にいつでもアクセスできます。 ナビを起動できるので、これまで地図で確認していた手間が削減され、業務効率が大幅に改善されました。
Unable to receive emails if the domain nameservers are not in default
Hi, I have created a business to my GoDaddy domain and during setup, I logged into my domain DNS provider to auto authenticate all the records to be configured properly. I tested it and everything works fine sending and receiving emails as long as the
Motivator game does not "give" points automatically
Hi, good afternoon. I currently have 2 motivator games running monthly. One game is for every deal created, what this game does is give a point every time a deal is created to the agent that creates the deal. The deals are created using the "convert"
Mail items in Zoho mail subfolders do not appear in Outlook 2013 subfolders
A large group of us are using Outlook 2013 64-bit as a mail client in our offices. We have switched to Zoho Mail from our previous vendor, and we are having some challenges using IMAP and Outlook 2013. Most noticeable issue, is that emails moved to folders either manually via the Zoho Mail Web Portal, or automatically via Zoho Mail Filters, to subfolders, do not seem to appear in the Outlook 2013 client. Here's a screenshot of an example from the Zoho Web Portal that is occurring at exactly this
Unable to remove mail hosting to delete domain
Hi. I am trying to close my zoho account but i am stuck at removing domain due to unable to remove it. I kept getting prompt to remove mail hosting. Please advice. Ive been scouring the control panel but i cant find any way to remove mail hosting and
Facebook Leads to CRM
the facebook leads ads not sending to zoho crm ? what should i do ?
Vendor statement
I need to generate statements for my vendors but could not find it??? I can generate statements for my customers for sure.
Per-App Language Preference & In-App Update - Campaigns - Android
Hello everyone! In the latest Android (v2.0.19) version of the Zoho Campaigns mobile app, we have brought in some fantastic features your way! Here are those: Per-App Language Preferences: Now, your app will follow your system language by default instead
Recruit backup
Hi, I need urgently to export the last data backup but I cannot find any link in the page : How to proceed?
Enable background photo change on career site (page 2 - job listing page)
Currently we could only change background photo on main page. Please open up background selection for picture on second page as well .
Zoho Billing in 2023: A Year of Evolution
How to make add date in CRM
We need to do following Quote date field : 1/7 Due date field +30days need to show2/7 We can do formula but can not change the due date if some reason for our end. Can we do show due date with can be modify. Thank you
Monitoring the Customer Satisfaction of an E-commerce Platform
Ensuring customer satisfaction is the cornerstone of a thriving E-commerce platform. Effective strategies and tools for monitoring the customer experience on an E-commerce platform has become very crucial in today's businesses. Watch this video to know
Zoho Flow - Incoming Data
Hi There, I am wondering how to retrieve specific data from an incoming form in Zoho Flow 1) I have connected a form to zoho flow 2) Output looks like this 3) How do I get only the email address from data --> newsletter form? so I can add the contact
Sub form unique entries for specific colum and filtering drop down list.
I have a sub form. One of the fields is a drop down list. I want users to only be able to add a new row with a unique value selected in the drop down list. Ex: Drop down list contains: Red Blue Green A user can add a new record to sub form but can only add Red, Blue, and Green once. For example, they could not add multiple sub form records with Red selected in drop down. I'm just not sure how to check to see if another record has already been added and prevent selecting the same drop down value.
Stop Event Invite and notification Emails or Filter them
In our company, we manage each other's calendars. Zoho Calendar is a total mess for this use. There are several events each day and each event probably will have a few changes made. No one uses email to keep up with their calendar, ever. Having dozens
Kaizen #117 - Mass Delete Records Across Modules (Part I)
Season's greetings to our coding enthusiasts! Let us code our way into the festive spirit with another insightful post in our Kaizen series! In this post, we will explore the process of creating a custom button using functions on the records' detail page.
Sending Contact Roles of a Deal via Webhook
I'm trying maintain some data in a third party application, about all of our deals, and the contacts associated with them (in the Contact Roles). I am using a workflow to trigger a webhook that sends the new record to my app. There is no body parameter
How to add a view in a browser link to a Bigin mail template
Hello, Is it possible to add a view in a browser link to an email created in Bigin?
How to add my logo and change color on the form
I would like to know how to add my organisation's logo and change the background d color
Back up of all Zoho data
Good day I wish to have a back up of all files stored in the Workdrive. I would also like copies of all my emails but I seem to recall that's not possible. if you could tel me, step by step, how to do the Workdrive back up I'd appreciate it. Cheers Doug
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