customized view by date
I want to see the custom view (list) of customers in zoho book who have not yet done renewal and whose renewal is due in the next 30 days. ("renewal_date" added in custom field)
Possible to Mass Update "Related to" Field in Events?
It appears that you can do some mass updates in Events, such as Location, Date, etc., but the Related To field is not one of them. Am I missing something or is this truly not possible? If it isn't possible, I recommend that it should be as it would make
Need Help with Generating a Report
I have 3 fields in the table. Field 1 is "product type" , Field 2 is "purchase value", Field 3 is "Purchase Date". Example Values Product Type Purchase Value Purchase Date Fruits 300 10/12/23 toys 200 10/12/23 fruits 50 11/12/23 toys 100 11/12/23 fruits
Zoho Desk now integrates with Google Chat
Greetings! We're thrilled to share that Zoho Desk can now be integrated with Google Chat. This integration creates a powerful solution for businesses seeking to enhance collaboration, facilitate seamless communication between agents, and streamline customer
Zoho mail and Postfix relay
Hello, I know this is an older topic, but I can't seem to find the answer. I am working on setting up a SMTP relay with postfix and zoho mail. The error message I am seeing is: Dec 18 08:37:29 kowa postfix/pickup[245535]: 6F6C2E8B1F: uid=0 from=<this
Possibility to deactivate stock in product
Hello, is it possible to desacticate the stock for all products in order to not have notification in quotes for instances (low stock etc) in workaround in can mass update stock field with high number (9999999) but I will prefer to deactivate Thanks for
Download attachments in contacts notes section in CRM with API
Hi team, I am trying to download attachments stored in my CRM contacts notes section with the API. I am able to identify the attachment_id for a contact in the notes section by using: {api-domain}/crm/{version}/{module_api_name}/{record_id}/Notes and
Report: avg time to visit each lead
We are on zoho one. our sales team visits leads using the ZohoCRM app. They track their hours using the zoho books timer. So the results in zoho books look like this: -total hours worked: 8 In ZohoCRM we have a custom date/time field in each lead record
Is there a Multi Select Pick List option when creating Custom Field in Zoho Projects?
Hello! Our team recently started to use Zoho Projects and I was at a loss as to how to create a custom field that was a multi select pick list. We can easily create a field that operates as a single select pick list, but I haven't figured out how to create a pick list that allows for more than one selection. Does Zoho Projects support a multi select pick list to be used as a custom field? If so, how does one go about creating such a field? (I looked through the community pages and the only references
Disabling Live View and notifciations by country
Currently we only accept customers in U.S. and Canada. How do we prevent visitors from appearing in Live View and mobile/desktop notifications for outside of that region? We don't want our sales team spending time on leads we cannot convert. Thank y
Unbelievable Click Rates over past few weeks
Has anyone else noticed an unusual spike in click rates over the past few weeks? Don't get me wrong, I would love to think I've improved crafting email campaigns over the years, but a 20x increase in clicks last week does not jive with the lack of prospect
Management of working hours (e.g. part-time)
Hello, We are starting to use zoho people in our company and we would like to know if it is possible to manage employees who work part-time or 80% in order to facilitate time recording. Thank you in advance, Philippe
Love Airtable, LOVE THIS IDEA! Integration and mobile offline app would BE HUGE!
I use Airtable a lot! Having this that integrates with CRM and other apps would be a game changer! So happy to see this. Is there any roadmap for this? To be able to build offline mobile apps using Tables would be INCREDIBLE! Thank you for making this,
【開催報告】ユーザー交流会 東京 2023 12/15（金）
皆さま、こんにちは。コミュニティチームの中野です。 12/15（金）にハイブリッド形式にてユーザー交流会（Meetup）を開催しました。本投稿では、その様子をお届けします。当日の登壇資料など、こちらに共有いたしますので、ご参加できなかった皆さまもご確認ください。 今年最後のユーザー交流会 東京開催は、デジタル・クリエイティブ・ネット 本間さんによるZoho CRM の事例セッションのほか、弊社マーケティング部の渋谷によるZoho Marketing Automation 活用法を解説するZoho
getting invalid client
getting invalid client
Lookup field in iOS has no search ability
I have a simple form with a lookup field. When I access the form with my iPhone or iPad, the lookup has no search mechanism. It just disappeared! Strangely, when I access the form with another phone using Android, the search appears. Again with my iPhone,
Custom Layouts for Meetings
I would like to add a custom field at Schedule Meeting Layout. I find an article is on Zoho Sprints, but the setting is different on Zoho One. https://help.zoho.com/portal/en/kb/sprints/collaborate-with-your-team/meetings/articles/custom-layouts-for
Want to Upload 4,000+ Resumes
Hello all - I need to upload 4000+ resumes into ZOHO and the 10 resume limit is just not working for us. Is there a way to add massive amounts of documents to our database without having to go through this limitation?
Meetings merge with Timesheet
It would be great if there is an option to have a checkbox or something and add a planned meeting directly into Timesheet. gpbakalov
How to record Amzon Purchase bills in Zoho Books
Dear All, Our business have purchase (not amazon sales) from amazon monthly 200+ items in every month we need to create the bill manually, is there any automation for this type of activities.
Invoice/Payment reference in Separate column in Customer statement
Hi Team, Is it possible to have separate Invoice/Payment reference no. in customer statement, because in the current statement these details are showing as payment is adjsuted against these invoice & we don't want this to be mentioned in the statement,
Did you know you can automatically add fields in Zoho Sign?
Hi Zoho Signers! Do you find it tiring to add fields manually and repeatedly? With Zoho Sign, you can automatically add fields to your documents. Manually adding fields is cumbersome and error-prone, especially when dealing with large volumes of data.
Archival of Delivered Records
I find it hard to search or look for records with all the delivered records being shown on SO and Invoices. it would be great if we can have a rule like if the status of a SO is delivered move to Archived and if I need will go into the archived section
Export a list of who opened an email from which list?
What I need is an exportable list of contacts who opened/clicked a specific email, with a field for what contact list they belong to. In the list based report I don't see any export options, or even a way to view individual opens. I checked in the Zoho CRM and made a custom view with the contact list field I needed, however, there doesn't seem to be a way to export a list of ONLY opens/clicked. There is only an option for if they received the email or didn't receive it. There is the 'member status'
Mashreq Feed not updated
Hello, I recently subscribed to Zoho Books through MashreqNeoBiz. I set up the automatic transactions feed fetch but for some reason, it does not seem to update and I have a message advising the last update is from August 30th 2023. I have tried almost
How to maintain fields in Leads and Deals without edit both modules when something changes?
We change fields in the leads module all the time and we have the problem, that we have to add one field in two modules, everytime we add something in the leads module. How can we prevent that from happening? That is not only time consuming but also error
What's New in Zoho Billing - November 2023
Hello everyone, This month's updates add more flexibility to collecting payments, along with improvements to reports and custom fields. Let's dive in! Add Payment Methods from the Customer Portal Make the payment process more convenient for your customers
Unable to retrieve emails from Ionos
I've been using Zoho Mail for many years to access my email accounts. But suddenly, Zoho is no longer able to access my emails from my Ionos servers. The accounts show an authentication failure error. And if I try and edit the email account, or click
Week to Date Reporting
Hi, Just a quick one, was wondering if there was any way in which you could do week to date reporting but also use past weeks data the same, What we're looking for is basically something along the lines of a report that on a Thursday would should the
Add custom value for eventID
Hello, Using Flow, I like to fetch attendee from the given eventID. But I can't find a way to use the value in the list of event. Please add custom value as it's possible for otherapplications like CRM. My goal is to fetch all attendees of that event.
Inquiry on Inventory Transfer Process in Zoho Books
Hi, I hope this message finds you well. I am currently exploring the features of Zoho Books for our inventory management, and I have a specific question regarding the transfer of inventory between different branches. Our goal is to establish a more efficient
What's New in Zoho Inventory - Q3 2023
Hello, users! We are back with a quarterly update on the latest features and enhancements we've made to Zoho Inventory. Let's take a quick look at what's new: Introducing Signals With Signals, you can create custom notifications which will be displayed
Select Team Pipelines during data migration
Greetings, Previously, when migrating data from another CRM to Bigin, pipelines that were migrated from the source CRM would be nested in the default Team Pipeline configuration in Bigin. With this new enhancement, you can select which Team Pipelines
Form language translation in Zoho Forms
Hello everyone, Any business needs to satisfy its customers to gain favorable results, and it's not always easy. Various factors, like culture, education, and economics, can influence how they react to your products and services. When you're looking to
Changing "City" standard field from Single Line to Pick List
Is there a way to change the "City" standard field from a single line to a Pick List. For example, I have a list of Cities that I want my staff to pick from, instead of entering the infomation manually. So Pick List would be the most appropriate to do
Register Today for the Upcoming Webinar - Measure and improve customer service operations
Hello all, Here is a friendly reminder for the last session in our webinar series. Webinar Topic: Measure and improve customer service operations Date & Time (PST): December 20, 2023, at 11:00 am | Registration Link: https://zurl.co/5gIP (IST): December
How to use Multi Select Field in formulas
Hi, In my deals module I have a multi select field called products. It contains Product 1 , Product 2 , Product 3 I am trying to create a formula field to check if "product 1" is selected . May I know in zoho crm which formula do i use? I have tried Contains
Zohomail Undo Issues
Hello Zohomail While drafting a mail if we use UNDO option then it removes the entrie sentance instead of each characters. Nor does REDO work to bring back the deleted text/data/sentences. Please fix this undo/redo issue Ticket No 87888630 Thanks
Webforms in Zoho FSM: Create a Communication Channel for your Customers
Season's Greetings! 🎄 Looking for a way for your customers to be able to submit requests to Zoho FSM? Presenting Webforms in Zoho FSM. Using webforms, you can create forms that can be embedded in your website. These provide a user-friendly interface
Unable to retrieve emails from Hotmail -Protocol error. 19
For the past 5 days one of my emails wont sync. I get Protocol error. 19. It's only happening with Zoho, i can connect to hotmail servers using a different email provider.
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