Login using mobile number
Hi, new in Zoho. I'm trying to setup my mobile number but when I hit "Login using this number" icon and then I insert my password it says "An account already exists for this mobile number." This number was part of another account which is wrong. I have removed this number from the other account and I am still unable to set up it. Please help.
Work Order - Parts line limitation
Hello, I have an open work order, where I've been adding parts over time and have now discovered that I can now longer add further parts and it appears limited to 20 items. 20 parts isn't very much and I could have 50 plus on some complex jobs. Could
Can Zoho CRM/Projects be setup to coordinate Real Estate transactions?
As the owner of a real estate transaction coordination company, I am interested in utilizing Zoho to streamline my business operations. My goal is to consolidate various tasks and automate the management of contract milestones. This will help me to better
Zoho One Premium Support
Can someone at Zoho tell me why you are charging thousands of dollars for premium support and cannot be bothered to answer ANY support emails?
How do i pay for my zoho one account
How to pay for my zoho one account?
Enterprise Support
We signed up a few days ago. Is someone going to reach out form our support team? how are we supposed to onow who is assigned to us
How to sign up to Notebook for Students
How does one get the Notebook for Students plan? There is no specific link to sign up to the student plan and it does not come up as an option anywhere after signing up to the free plan. https://help.zoho.com/portal/en/kb/notebook/notebook-paid-edit
"Display Tickets from private departments in the Help Center" and "Show departments list page on choosing to submit a ticket" don't works in my environment Zoho One
Hello, I've set up a help center with a public department and several private ones. In the help center settings, I have validated the following 2 options: - Display Tickets from private departments in the Help Center - Show departments list page on choosing
Cierre de Ticket En espera, luego de 24 horas
Hola. Actualmente veo que no puedo crear una regla cuando el ticket se encuentra en espera por 24horas. Este cierre de manera automática. Ya que en el personalizado de la fecha, seleccionas una fecha/hora en específico pero no las 24 horas que el ticket
Ask the experts 11 - A live forum Q & A on using personal and group Notes effectively
Whenever we want to note down some piece of information either for a quick reference later, or to have it systematically saved, we all use notes. We used to stick coloured papers around us with phone numbers, pieces of information from emails, things that we talked over in our phones etc. This has now taken the digital format and moved to cloud. With Zoho Mail Notes, note taking is much more easier and you can directly add notes from selective email content or attach a note to your email. In this
Zoho commerce is broken!
The add to car button is broken, it does nothing. Help please.
Are dynamic images in a record template possible?
Hi there, My challenge is getting an image of a signature in a contract which is build up using variables. The signature is variable as well, based on the issuer of the contract. The signature are stored on external website, but I also added an image
How to change my sheet to landscape format?
Please help me, I can't seem to find how to change the orientation of my spread sheet, I need it to be landscaped not portrait. Thank you!
API CANNOT ACCESS HIDDEN CUSTOM FIELDS???
Please allow us to GET/PUT values for custom item fields via API, even when those fields are hidden from user's view. I have some custom item fields that are used exclusively by custom functions/API's. I never want users to see these API fields because
"Add One Time Addon" —PLEASE ALLOW PAYMENT METHOD OPTION
Please allow us to select different payment methods whenever a customer wishes to purchase a "one-time addon". We are kind of a unique business in that the subscription products we offer are for physical items —we rent musical instruments. We also sell
MORE SHOW/HIDE OPTIONS FOR CUSTOM FIELDS
Please allow us to show or hide specific custom fields depending on the user's role and the context. We've got a lot of custom fields. Some of them are for users to use when creating subscriptions/invoices/etc., but others are used exclusively by custom
Ability to access Zoho Creator Success/Failure Logs programmatically, via Deluge
It would be great to have an ability to access logs programmatically. Currently I am manually checking logs every day to ensure I pick up any errors and bugs. I would like to be able to automatically iterate and check those via Deluge on schedule. In
Zoho Desk iOS app update
Hey Zoho Desk Community, In the latest iOS (v2.8.3) version of the Zoho Desk mobile app, you can now respond to customer requests that come in through Instagram Posts and Direct Messages. This update also provides support for replying directly to specific
Can I set API request limits for each client application?
Hi, We let 3rd party service to fetching data in our Zoho CRM using API calls for web applications. For each web application, we create a Server-based Application client in api-console.zoho.com. Since there are limited credits for our license to use API
How to string together multiple if functions in a CRM formula field?
I am trying to base my cost multiplier on which manufacturer the product is coming from. Here is the function I am using. If(${Products.Manufacturer}=='U.S. Cabinet Depot',.23,if(${Products.Manufacturer}=='Impress',.22,1)) Is this possible in a Zoho function
Auto-populate fields from Lookup Field
Hi, I am creating a custom module that I would like linked to Opportunities. The purpose is to raise an extension of work against a "base" Opportunity. I.e. We raise an Opportunity for a package of work (we are a consultancy). The client may then ask
Zoho Analytics - Charts are not updating for Dashboard
I have created a dashboard linking my Website Google Analytics, Zoho Campaigns and LinkedIn. Whenever I choose the date range - One Week, One Month, 3 Months etc. it does not change the Data. Am I missing something here?
Zoho CRM Portal Default Value on form load
The contact would create custom module record on CRM Client Portal. How can I default value fields [account name, ship-to address, ship-to phone, ....] from module Contact to the custom module. I try the [Workflow Rules] at Automation, but the trigger
More options for user role configuration and for sharing data
We are currently moving from another CRM to Bigin and to be honest, the role configuration is becoming a bit of a headache for us. There are simply not enough options to configure the roles as needed. Users that are in different roles but on the same
Monitoring the product sales of an E-commerce Platform
Effective monitoring of product sales is paramount for sustained success. This requires a comprehensive analysis of sales data, customer trends, and market dynamics. Watch this video to know about optimising product sales on an E-commerce platform, ensuring
Problem converting from unix time to date/time
Please see the code and output below. If I convert a date/time string to Unix time and then back again, somehow an hour is added. I have confirmed that: - my Zoho and CRM time zone settings are Europe/London - time in London is currently GMT - the date/time
Delete fields
Hello, I'd like to know if it's possible to delete some fields in the module "Lead" and the module "Contact" Thanks, Candice
How to remove header and footer to create landing page
I have a pricing page that I'd like to be a landing page so no distractions, no headers, no links other than links to signup. I'm thinking i need to use a special code for header and footer. this is only on one pg that i need into header/footer. Where do I get a header code that creates blank header/footer
Customer Overpaid Balance Write-off
Good Day, We have 3 customers who overpaid invoices which have been sitting as credits against their account for the last two years. It is unlikely that they will ever make use of the credits on their account and so we are trying to write-off the overpaid
Print a customer/vendor name and address onto an envelope
Hello, it would be great to be able to print out envelopes directly from customer contact entries, or even perhaps from invoices/bills. Instead, I have to copy the data into Msft Word, and print the envelopes from there. - david
Expenses by Vendor Reporting Tag
I am using reporting tags for vendors (Tagging a vendor as recurring monthly/yearly). I want to pull a report showing all vendors' expenses where the vendor tag has a specific tag. I can't seem to generate this report. I know I can tag each expense as
Nouveaux Zoho Projets 8.0 - La simplicité et des nouvelles fonctionnalités
Cette année, nous nous sommes concentrés sur l'optimisation de la phase d'apprentissage et la simplification de l'utilisation de l'outil. Ainsi les nouveaux utilisateurs de Projets peuvent se lancer rapidement et les utilisateurs existants profitent d'une
For Creating Checklist
On my zoho project, I want to create a checklist but when I navigate the settings and go to Marketplace only "CONNECTIONS" option. their is no ALL APPS option in my Zoho Project?
Custom Fonts
It is possible to add a custom font to landigpages?
Lead conversion restrictions
Hi, I encountered an issue with leads conversion and I have no idea on how to solve it: When a Lead is converted to a Deal, you can choose in which stage the deal should be, but I want to restrict this - the deal stage should be "Prospect" by default.
Cashflow statement problem
My company was recently lent some money via an unsecured loan. Unfortunately in Manual Journals there is no option to book the deposit in the bank account (why not?) so I booked it as a new transaction in the Banking section. It is debit bank account, credit Unsecured Loans. But in the Cashflow Statement the transaction appears under Cashflow from Operating Activities. This is obviously wrong - it is obviously a Cashflow from Financing Activities. Can you please let me know how to book this transaction
Notebook Cover
If I upload a new cover of my photos to my notebook, does it appear just for me or is it visible globally to all users?
Can't access clipboard
I cannot access my onscreen keyboard's clipboard when I'm in Zoho's Notebook app but can access it in all my other apps except my Opera mobile browser. "Text copy" is enabled within the Notebook app's privacy and security settings so that can't be the
Display year in versions date
Hello, I'm discovering flows from a client, and see that there are a lot of updates. However from the date, I can't see which year are the modifications have been made. I know for sure this were made years ago. Please add complete date and not only month
Contact Module Tags
How do I delete a number of old and/or bad tags from the list of available tags? Also, what is the easiest way to pull a report based upon a certain Tag designation? Thanks.
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