CRM merge PDF and mailing template
1. My final goal is to attach an Books estimate as PDF to a mailing template with variables in CRM or best case merge the mailing template with the filled variables and the books estimate into 1 PDF which i can then mail to my customers. I would need
Automated notifications when time recorded against a project hits total project time percentage milestones
Our employees are logging time in Zoho People to track time against projects, but we're lacking visibility into when their logged time is approaching the total budgeted project time. It's a pretty common need to prevent budget overages but we can't seem
Accounting on the Go Series-12: Effortless Invoicing-Adding Unbilled Expenses and Projects on the Go with Zoho Books Mobile App
Hello users, In today's segment of our "Accounting On-the-Go" series, we're unveiling a time-saving feature in the Zoho Books mobile app - adding unbilled expenses and projects directly to your invoices. Imagine this scenario: You've incurred billable
Published sheet download error
I have a published sheet embedded into my website, but when I click the download button, it says that download has failed. I have enabled downloads in the sheet publish settings.
Marketing Automation - How does unsubsribe work?
If a user unsubscribes from a campaign, can they be re-added as a contact? This is specifically for Marketing Automation. For example, they unsubscribe from a journey/list. Their data is then re-added to a new list. Would Zoho recognise that they have
Function specified in criteria has returned null value and it cannot be evaluated
Im trying to evaluate if a variable is null. It doesnt matter if i use .isBlank() or .isNull() the line always returns: "value cannot be evaluated". I dont know how to handle this type of scenario. Error: Function specified in criteria has returned null
Single select dropdown field to match selections from a multiselect lookup field
Is it possible to input the selections from a multi-select look-up field to be the only choices available in another field (single select dropdown field). Please see the below image for further explanation.
GPT-4 interrogation
Is there any plans or interest of including a GPT-4 tool in writer and other zoho services? The use of this impressive AI can help with emails, blog posts, landing pages, ad copy, sales communication and etc. Would love to see it.
Imap blocked.
My Imap access has been blocked when I connect via my wifi connection. I'm using Aquamail on a Samsung S23 and until recently I have had no issues. Now I can access my email but only if I'm using my cellphone network. Wifi access fails with "incoming
Zoho CRM Community Digest - October 2023
Good day, Everyone! October has been buzzing with noteworthy discussions and insightful problem-solving in our CRM Community Forums. We've cherry-picked the interesting ones to keep you in the loop. Go ahead and explore! Product Updates: Webform A/B testing
Mails can be sent but not received
Hi, I have 3 domains attached to Zoho. They are photojob.co, ezeli.co and keyezeli.com. All 3 are via GoDaddy and all 3 have identical MX names / records. However I dont have a problem with photojob.co but I have issues with ezeli.co and keyezeli.com. These 2 domains I can send out emails, but I cannot receive emails. Pls assist. Thanks
Any reason eu1-dms.zoho.eu would be flagged as Malware URL
Hi Many of our systems with Endpoint Protection are classing https://eu1-dms.zoho.eu as a Malware URL, and I think stopping Zoho Assist from working. This even extends to computers not even on our network here and are offsite. Is there a legitimate problem
Help with Deluge implementation - accessing reports variables from Sales page through code
Hello all, I have been struggling with the implementation for an app that I am working on and I would appreciate the assistance of the community. Brief Overview: The app is a Quote calculator/display page for on-site service sale. The sales agent will
I want to integrate zoho login in our app (nodejs,angular) ,is it possible ??
zoho login like we integrate facebook login and google login . only login not signUp
Zoho Campaign marked as delivered but it is not
Hi there, I sent out two campaigns over the last hour, both say they are 100% delivered with 0% opens. Members of my team are on the lists that should have gotten these emails, including myself, but no one has received them. What do I do about this?
Is it possible to setup a Zoho email alias in Thunderbird?
Is it possible to set up a Zoho email alias in Thunderbird, or do I need to use webmail in order to send from various email aliases?
How to remove a LOCKED / MARK AS REQUIRED section from a Module.
Dear community, How can I edir/ modify a Locked (marked as required) Section or SubForm from a Module? I don;t need to remove the system defined fields but a custom section that now does not work well for our business. Thank you!
Validation and Layout Rules - Transfer to a new layout
Hi there, it seems i can not apply a once set up validation rule or layout rule to a new/another layout. This means, whenever someone requests a new layout B that need the same preexisting validation rules and layout rules like in Layout A, I need to
employee left the company
Dear Support-Team Dominic Prag (dominic.prag@netwyl-informatik.ch) left our Company. Could you please disable his Account. It is possible to move the rights for user administration to my account? best regards Piotr Kusak
How do I address the problem of product visibility to multiple teams working on a same product ?
Hi !! We are into the Implementation phase of ZOHO CRM for our organization. While working on the product I am facing following issue... -- We are not able to have the visibility of a single product on which the two different teams are working on . For
Correct Setup for Multiple Team Users
Hi there I have a client that's looking to migrate to Zoho CRM, and Zoho Inventory. The client is a manufacturing business with a front-end sales team, a production team and a shipping and fulfilment team. In the current set up, the production team can
Setting up Leads for Teams
My plan is to use Zoho CRM for an inside sales force making outbound calls. I'm having trouble setting it up. for the multiple teams. How I would like to use it. Nationwide Lead A is called on by Sales Role A Once a sale is closed This becomes Product
How do I print a worksheet with VBA code?
I want to create a print button on an embedded sheet on a website. How do I create a macro that will print the active worksheet?
Mailbox Storage
Hi, I am the administrator on a company account. We are each allocated 5gb storage. Is it possible to allocate more storage from one user and reduce the storage capacity of another?
Virtual Event: Zoho WorkDrive and Zoho Office Suite community meetup
Hello everyone, We're thrilled to invite you to the virtual Zoho WorkDrive and Zoho Office Suite community meetup for the India user group. This meetup will provide an excellent opportunity for WorkDrive and Office Suite users to interact with our product
Zoho Desk iOS app update - Share ticket
Hello, everyone! In the latest iOS version (v2.8.2) of the Zoho Desk mobile app, we have included support for the Share ticket functionality. 1. Share Ticket: With this feature, you can seamlessly share tickets with agents in other departments, fostering
Need to remove 3 character prefix when barcode scanning driver's licenses!
When using the QR/barcode scanning function on user driver's licenses, the data populates with 3 letter prefixes, which I assume, are the field category codes from the barcode itself. How are those letters removed? Also, date data comes in as a set of
Include recipient in folder display
Hi, I like to create subfolders for sent mails on each project. Then, instead of having a hodgepodge of sent mails in the general folder I can easily access them separately by project. The problem in Zoho Mail is that all new folders have the same display
Recent UI Change in Zoho Creator's Application Sections: A Step Backward?
The November 10 update to Zoho Creator's Application Sections, introducing drop-downs for single-component sections, seems to add unnecessary complexity. This change slows down user interactions, leading to a less efficient experience. What are your thoughts
Zoho Desk's Instant Messaging Update | New Integration | Nov '23
We're adding more ways to stay connected with your customers! Hi All,
We've been working on many improvements for the last few months, and we're excited to announce a highly anticipated integration with Facebook Messenger! Let's dive right into the benefits
Tabs or additional collabsable sections on page layouts
I have a lot of fields under the 'details' section of my account module. They are all necessary. I was wondering if there was an option to add multiple 'details' sections to page layout, so that the additional information was collapsable so as not to
How do we organize contracts into folders?
Zoho, we are planning to use Zoho Contracts in the near future. However, given we have different contracts with very different scopes, we wanted to organize them into folders. I do not see an option to create a folder. Am I missing something here?
siq via js. null pointer execption
`Uncaught TypeError: JSON.parse(...).error is undefined` Nothing has changed, just load the page which has worked for a long time and I get a undefined error due to the object not containing `error` property. If you provide a private contact I can forward
Update all the related records by custom function
Hi, i have this following Function - // This custom function is triggered when the parent module record is edited // Fetch the details from the edited record ParentModuleName = "Courses"; // Replace with your actual Parent Module API name RelatedListModuleName
Adding Related Contacts to a Canvas Accounts Page
Hi, What would be the most efficient way to add related contacts information (Name, email and phone number) to a tab on a Canvas page? Could/would this be done with Client Script as I can't see a native drag and drop element for it. Thanks!
Need help in ZML
Hi, I've design new page in ZML. I'm having an issue with the buttons, is there a way to reduce the button width? I can't find an option, is there some code I can copy? I appreciate any help... here's a screen shot - to make it neater. Thank you in
Zoho Projects Android app update - Database encryption
Hello Zoho Projects Community, In the latest release of Android version (v3.7.13) for the Zoho Projects mobile app is paced with the features that elevate the security of your data. Here's a quick walkthrough of the key functionalities introduced: 1.
ZOHO - Account Expenses Report
When we create the expenses report, the items selection of the “Duration” bar is missing, why? Please kindly help to fix it.
Print
does zoho macro support print related function? thanks
Topic architecture
The Zoho topics approach to campaigns does not appear to be well architected. While a topic is required for a campaign, and a user can choose which topics to subscribe or unsubscribe from, these preferences appear to only stick to the contact list within
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