Why aren't Campaigns responsive?
This seems like a basic feature that's missing in Zoho Campaigns.
updateRecord api method does not trigger any Custom functions in zoho books
Hi In zoho books I wrote a work flow "When any estimate is updated a custom function will be triggered". When I manually execute the custom function it gives me the desired output. I update the zoho books from zoho creater with the updateRecord api method(as put method is not supported in creator for updating estimates). The value gets updated successfully but the custom function is not triggering at the point of updation. I checked the workflow with email alert instead of custom function it works
Add multiple Pages to a Zoho Books Estimate
I need to add multiple pages to my estimates in Zoho Books. The additional pages is mostly text with variable numbers/names. I gather the data in CRM from which I create estimates via the Books API. How can I add these additional pages onto the estimate,
Can Connect Task timelogs be 'integrated' into People (then Books) for payroll and billing?
Can Connect Task timelogs be 'integrated' into People (then Books) for payroll and billing? Where? How?
CRM & Recruit
Hi Everyone, Can anyone from a Recruitment Agency provide some insight on what workflow they use to work with CRM and Recruit? Currently - we use Recruit for our Job Board and emailing candidates on opportunities. We would like to use CRM - but it seems as though there is a lot of double up / confusion by Zoho on how recruitment actually works as a service. As a recruitment agency, we have the job board on the website. So the following happens: Candidate applies to job Comes through to Zoho Recruit
How to import item images to Inventory or is there any ftp access
Dear Zoho Its ridiculous to upload 1 by 1 to zoho inventory. Please find a solution, I have more than 1000 individual item images. Atleast IMAGE GALLERY to upload in bulk and create folder in that gallery. This can solve the issue Please check this
Email configuration issue - Can't send emails via CRM any more
Hi All I had to change my Outlook 365 password and when later that day I tried to use templates in Zoho CRM to send an email I found that this feature had stopped working, giving me an error message. Via settings/channels/email, IMAP is set up and it
How do import multiple fields under Description Information in Job Openings module
Hello, We are trying to do a CSV import of Job Openings, however, it only shows the option of importing "Description Information" whereas when I open a job opening on Recruit, it shows three options under it - Job Description, Requirements & Benefits.
How to disable user typing option during the conversion through bot
Hi, i want to disable typing option during the zobot conversation. it should enable only when we want to take input from the user. rest the of the time they have to choose the ans provided by us.
Subsidiary company field
In the company fields there is an option for parent company, which is good. However, when you open the parent company record, you don't see the subsidiary. How can this information be displayed?
Using Webhook to send Form to URL
It appears it is only possible to send submissions and uploaded documents to the webhook URL and not the completed zoho form (the PDF version). Is it possible to send a copy of the completed Zoho form (the PDF) to a webhook URL? Thanks!
Checklist for Zoho extension - Canvas Support?
1) Is there Canvas support for Checklist for Zoho CRM extension yet? I know we can add them to the regular layouts, but have yet to hear if Canvas support was implemented yet. 2) Besides Checklist for Zoho CRM extension, are there now other ways to add
Plug Sample #8 - Track your ecommerce order real-time with Zobot - Zoho Commerce integration
Hi Everyone! Zoho SalesIQ's Zobot is an intelligent tool to increase customer engagement and provide support, especially in the e-commerce industry. A crucial aspect of e-commerce is ensuring your customers can easily keep track of their orders. Just
Dynamic dropdown list based on values from another module
Hi, I can't find how to prepopulate a dropdown list with existing values from another module. I have a field on Potentials named "Salle" and it's a lookup field fetching information from Products module. The 3 products fiels are: Assis (number field)
How to auto-create and send a Zoho CRM mail merge document for Zoho sign signature?
For each record in one of my modules, once a field is set to a specific value, I need to be able to create a mail merge document (including subform fields) and send it for 1-2 signatures through Zoho Sign. I want to be able to have this done automatically
Is there a way to stop closing a ticket that has open tasks
We want to be able to prevent a ticket from being closed if there is an open task associated to that ticket. I don't see a setting for that.
Pop up error message window for functions
Sorry if this has been posted before, but I can't seem to find the answer. I have set up a button on each record of a view, when the user clicks the button a function is called to send an email. In the function, before the email is sent, it checks all the required info is present. If it is NOT present, all I want to do is show a message "Please enter missing info and then try again" and then exit the function. Seems simple, but I can't figure how to show the message.
How to add text to a notebook or card from my Apple Watch 8?
Hi—I can see how to add text to a card or notebook from iPad or iPhone and read it on my Apple Watch 8, but not how to add text to an existing card or notebook from my watch. Writing from my watch always seems to create a new card, which then appears
BRANCH RESTRICTION: STOCK ISSUE
I was a zoho books user before 2 year and i really loved the software but it was not compatible for my business.now zoho introduced Branch restrictions due to which i switched back to zoho.Everything is good fine except one big problem.I have for eg :
Non-US date format in Zoho Sheet
Hi I'm a Zoho user from New Zealand where the standard date format is DD/MM as oppose to MM/DD as is common in the US. I can set the format for existing dates in Zoho Sheet to DD/MM but still have to enter new dates in the US format. I.e. to enter November 4 I have to put 11/4 even if the cell is set to DD/MM/YYYY and immediately re-displays the input as 04/11/2011. That's pretty confusing and user unfriendly. Two suggestions: - could the spreadsheet parse the date entered according to the format
Power of Automation - Automatically capture the last modified time of the task into a custom field
Hello Everyone! I wanted to share a custom function that we recently implemented to address a specific customer requirement. Here is the requirement The customer would like to get a field to capture the last modified time of the task. He created a custom
Add "Allow Table to break across pages"
Hi, Like the current "Allow rows to break across pages" it would be great to have the same for a table so we don't get a few rows on one page and then the rest on the next page which is half empty. Thanks Dan
怎樣升級？
2.5GB已滿😭 , 需要購買新app嗎？ $$
Add a button to projects on the detail tab (or elseware) to sync with Zoho Books
Often we have to change the name or description of a project to force it to resync with Zoho Books. If this cannot be automated it would be nice to have a button to do this for each project.
I cannot log out from the app because one note does not synchronize
I'm getting this message, and there is just one note with the sync icon on it as if it doesn't synchronize. But when I log from a different device it's there though. How can I fix it? I've edited it to see if that would change anything, but it doesn't.
Admin Dashboard for Zoho Meeting
Zoho Meeting has limitations on how many recordings the organization is allowed to store, but there is no mass export or archive option to preserve the meeting space for the organization. The ability to mas export or archive the recordings stored in Zoho
Zoho books "Custom Reports"
I see this below but have no means to do this. Anyone using this feature? 26 July 2021 Custom Reports You can now create your own report and customise it according to your preferences. The newly created custom report will be displayed under the Custom
Pass value in business_minutes()
Hello there, I would like to use the function business_minutes() and pass data for the start and end of the working time. The times may be different for each data record, so I cannot use a fixed value. How can I do this? Something like this: business_minutes('2023-01-01
Scheduling a workflow
Hi Is it possible to schedule a workflow to trigger if a field isn't updated within a certain time? eg If Account Status is set to Pending can I get Zho to assign a task if the Status hasn't changed for, say, a week? Cheers Simon
PhoneBridge Bug
There doesn't seem to be a PhoneBridge forum, so I'm leaving this here, hoping this can get to the right folks within Zoho. We use a VoIP provider that integrates with Zoho via PhoneBridge. Love it. It's so great when customers call to have everything
Campaign verified but have no options to "send" it
I have nothing in the GUI to click on the "send" this verified campaign - please help, I'd like to send today. thanks, Frank
Revenue recognition
Hi! Is it possible to set up different revenue recognition for each item of an invoice (sale of hardware will be directly recognized as revenue and sale of software support will be recognized over the period of next 12 months?) And also is the system able to work with Incoterms? Thanks for your answer
BUG?? Search in Page can pass only the Search
Hi, Since the page variables and scripts update, when searching with the Search component in the page, we can pass only the search string to the "Target Page" (Attached Screenshot) For me, it makes the Search component useless. Is it BUG or another step
hope you can help me with a solution
Hello everyone, I hope you can help me with a solution! We have a form with 20 questions (yes/no). If yes, there is a specific additional form with up to 25 questions for each question. A maximum of 5 subforms can be inserted. So certainly not a solution.
Search within note would be a VERY nice feature for long notes
I am trying Zoho notes as a replacement for Google Keep. One feature that I would love to have is the ability to search within notes. I have several very long notes that I have imported, and although search will show me which note contains the search object, it is very difficult to find the object inside the note. Thank you for the great application!
Support Desk and KCS workflow
Hello. I am evaluating Zoho Support Desk for our company. One area that is important for us is around the integration of the knowledge base so we can track the re-use rate of solutions by linking them to each Ticket. If you are familiar with the KCS model,
Insufficient permission to publish on this Instagram page. Check with your page Admin to update permissions.
I over see over 40 brands and this is starting to pop up for the last week? Posts are not posting. Why is this saying this and posts are not posting.
what is integration task credit in Zoho CRM?
Hi, currently we are in Zoho enterprise paid version for 3 user licenses. as you can see in the attachment, in the developer space, there is something called integration task credits. as for now, we are using 39 credits out of 49. my questions are: 1.
Subtracting a value from another form
Hi, I have a form called performances which has 3 numerical fields: Number_of_Tickets_Available Number_of_Tickets_Allocated Tickets_Remaining I have another form called Tickets_Allocated. This form pulls the values of the three numerical fields from the
Zoho Tables: Organiza tus procesos de manera colaborativa
Hola comunidad! Les comparto un artículo referido a Zoho Tables, la nueva app de Zoho (está en BETA) para organizar algunos procesos de manera colaborativa. En nuestro caso, armamos el plan de marketing allí. Está muy buena, les comparto el post htt
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