Zoho forms to bigins
Hi, I'm attempting to use my zoho Bigins account to integrate zoho form. When a form is submitted, I'd like a PDF to be saved in a certain contacts file. I've tried several methods, but it always creates a new record in my bigins rather than adding to
Making a contact inactive
Do you have any plan to add Active/ Inactive option for a contact ?
Moving Topics Between Products
Hi, Originally I had loads of topics and 0 products. I added in a few products but all my existing topics are grouped under the first Product I added and I can't see how to move these Topics under the correct Products. As per the image, I need to move
Can we have 24x7 live support for Zohomail ?
Can we have 24x7 live support for Zohomail ?
Trashing entries on a shared report?
Hi, I am admin and I created a shared report that is accessed by users within the same organization. They are not seeing the trash or delete entries open when selecting the entry. The organization has read/write permission for the shared report. Does
Can we link/integrate OpenAI
Can we integrate OpenAI to Zohomail ?
replication of a mail service
I have a desk top and a iphone XR Goal is to have the same emails, and contacts on both devices, Example is I enter an email and send it on the desktop, Also I want this email sent to my Iphone as well. Both devices have the same data, How do I do this
SHARED FOLDERS
THE SHARED FOLDERS WERE ONLY LEFT FOR A FEW DAYS, AND THEY WERE LATER DELETED. NOW YOU ARE ALLOWING ME TO SHARE THEM.
How to download images uploaded in the forms via webhooks integrations?
We have created a form that will be taking photo uploads and signatures. and we integrated a webhook integration to our backend server on each form submission. Which is working fine and we can receive data in webhook API. But the images uploaded come
Need a script to set related data in meeting module
Hi there, I would need help creating the following script We use Zoho Bookings for our customers to schedule their order appointments. the created meetings are pushed to CRM. I would need to have an automatic way to associate the meeting with a brand
【Zoho CRM】データのエクスポート機能に関するアップデート（エクスポートデータ数の上限増加など）
こんにちは！サポートチームが作成した「Zoho CRM のアップデート情報」の中から１つ取り上げて紹介します。 データのエクスポート機能に関するアップデートのお知らせ：https://zurl.co/BqeM *当機能はZoho CRM 全てのプランでご利用いただけます。 ◾アップデート内容 1.エクスポートの上限数が200,000件に これまで各タブのエクスポートデータ数は最大3,000件が上限でしたが、(それ以上のデータをエクスポートするには、レポート機能やバックアップ機能を利用）最大200,000件までエクスポートできるようになりました。
Checklist task list
Our people often have a checklist of items to cross off when the client hits a certain stage. For example, collating documents during the sales pipeline; a few to-do lists when we onboard them through the delivery pipeline. I want to be able to create
Domain registration/hosting?
Does Zoho offer domain registration and/or hosting services? My registration&hosting is coming up for renewal at a different merchant, and I was wondering if I could get everything at "1 shop".
Sending Emails Through Zoho Not Allowed
I have a new agent in my organization who is trying to send an email to a customer through the Zoho portal. When he tries he get's an error saying he doesn't have sufficient permissions to send the email and to contact an admin. I've checked his account
Add Project Group to the fields that are synced between Zoho Projects and Zoho Books
Add Project Group to the fields that are synced between Zoho Projects and Zoho Books
Refresh the Ticket View
the way we work at xxx is the reception log the ticket(call) and then the helpdesk would be looking at the list of open tickets. BUT how do we get this to auto refresh, we can’t get our support staff to click on the Open ticket filter every minute… Please advise a solution
update needed - zoho mail - group calendars + group tasks
https://help.zoho.com/portal/en/community/topic/group-tasks-events-do-not-share-across-zoho-platforms-and-properly-on-calenders-for-users Looking for an update on this...We need it immediately. It is insane this initial request was 8 years ago. What is
Compare two tables over time
I would like to know a proper way to compare two tables over a period of time. In the most basic example: I want a bar chart in the following way: In Y-Axis, the count of distinct records from table 1 Also in Y-Axis, I want the same for table 2. In X-Axis
Sync holidays from Zoho People to Zoho Projects
Hello, is there a way to sync holidays from People to Projects? It seems a good solution, especially when having to manage several branches working from different countries. At the moment I can see only leaves are synced. Thank you
Zoho Sheet History
hi Does Zoho Sheet have function that we can see change history exactly? I can see which cell have been changed, but I'd like to know original information.
How do I delete a Zoho Sheet Template for my organization
I made a template in Zoho Sheet for my organization and want to delete the template for whole organization now. Can not find any way to delete it now. Please help
Check out our Zoho CRM Autumn Blog!
We're excited to announce that this autumn, Zoho CRM will introduce a range of updates and enhancements to improve your CRM experience. To stay up-to-date and catch a glimpse of all the exciting improvements and developments, we invite you to check out
Zoho Authorize api: Failed host lookup: 'accounts.zoho.com' with Flutter
I develop flutter app to call zoho authorize api to get access token, but it's thrown an error 'Failed host lookup 'accounts.zoho.com''. Anyone have an idea to solve this issue. I was stuck with this for a week.
Zoho Subscriptions - Importing Data
Has anyone had experience importing data from their old CRM into Zoho Subscriptions? If so, is there a way to import data such as Start Date, End Date, Price - all in one CSV file? Thanks
How to integrate Zoho Forms with CRM Blueprints?
Hello! I'm trying to integrate a Zoho Form for a car inspection in a Zoho CRM Blueprint for hours now and I'm not able to find a solution for this. Basically, I am trying to show a Zoho Form inside of a Blueprint Transition in CRM which is updating a
I can not instal zoho workdrive for mac
I download the sync software, and then appears an icon, and asks to double click to install. And then... nothing happens.
Send specific email to customer when ordering first time
I would like to send a email to a customer when he/she is ordering for the first time. This customer is not a current client of a branch. So, i will use the modules Customers, Contacts and Deals. So, the logica would be something like this: If <deal>
Quickly assign contacts to tasks
Hi All, I have imported alot of tasks to CRM and could only find a way to assign these to the 'account names', using our clients ID numbers all my accounts are linked to the contacts however contacts aren't being updated or assigned (see highlighted section).
How can I send a group email using BCC
How can I send a group email without having to individually add each group member to BCC, so that their email addresses remane hidden from others in the group? fyi I add my company email in the To: so as to preserve a copy for myself
How can I create a logic statement in Zoho People to automatically change any time logged over 40 hours to OT?
I am looking for a solution for when an employee logs more than 40 hours a week against a Job in Zoho People, Zoho People recognized this and automatically classifies this as OT. This would be extremely helpful for payroll, reporting, Zoho Analytics,
Hi I am unable to send emial
chris@jasperit.net I am not able to send any email to anyone.
Button to copy address from account to contact
Hi everyone ! I'd like to create a button in the view page of Contact to copy the billing address from an account to the mailing address of the contacts linked to this account. I don't know much about zoho programming, could anyone help me to build this
email address with inbox and sent folders, shared across multiple users
Hello, I have been using Zoho before, however I am practically new here. Moving from Gandi at the moment and thought that Zoho might answer our requirements, however hit a snag I am hoping someone will be able to help with. We have some emails like "support@"
Routing automation rules
Dear Staff, as part of the integration between Zoho Desk and Zoho Voice it would be useful to be able to route calls based on the ticket number. The caller enters the ticket number and the call is routed to the agent assigned the ticket. An example of
Mail Merge Issue
Hi There! While sending Bulk emails from mail merge it showing me the Error "Some of the emails in the 'To' headers are invalid or empty". How to solve this?
Outbound mail Blocked
Hi, I seem to have my outbound mail blocked for some reason. Can someone advise please?
Email incoming & outgoing issue
hi my email incoming & outgoing issue
Attendance - Overtime/Deviation Time
Hello, Is there a way to see overtime/deviation time when hours are worked over 40 hours in a week? Right now, Zoho People shows overtime/deviation time for hours worked over per day (due to the expected hours limit). Our company would like to see whether a person works over 40 hours in a week instead of working over the expected hours in a day. Thanks!
How to make the employee choose their shifts from attendance screen
Hi all Please I want to know if I can make the employee choose their shifts, How can I do it in zoho? Please advice.
GSTR 2B Reconciliation
We don’t want to file our GST return from Zoho books, therefore we will need to download excel sheet containing details of all Inward supplies along with the relevant details needed for manual reconciliation with GSTR 2B Report. However, in Zoho books
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