Portal - Don't show specific module on tab (even tho there is read access to that module)
Hi, Portal users see all the modules on the tab (top of screen - left to right). I do NOT want my portal users to see a specific module on the tab (but they must have read access to this module). It is possible to control what appears on the top of the
Deluge Script - Calculate Average of record field values per record type, and add the average to a different module.
Hi all, Hoping someone wouldn't mind helping me out please. I'm looking to create a Deluge script that I can run on a scheduled basis (once weekly). In essence, we have a module in our CRM called "Bookings", which houses records of all bookings made.
Which module best to use when you run a venue event management business?
Dear Zoho community, We are opening a venue in a couple of weeks where we rent out a board room, a stage, an entire auditorium and a studio for speakers, events, etc. This will include catering. In order to create a system where I can track events, sales,
Global Stats for KPI
Hello, I'm using Bacskateg for a client. There are multiple events a year. She asked me how to get the number of attendees in 2022 (not mentioning distinct or not). How can I get global statistics like that in Backstage ? Note, this is across all events
losing a note.
I removed a note but I find it in trash then I recovered it but o didn't find it again.
How can I rename and/or duplicate a mail merge template in ZOHO CRM
Hi, The title says it all; I don't seem to find the option to duplicate or rename a 'mail merge temple', please advice what i need to do to achieve this, Best regards, Erwin
Search Purchase order by product
in account name, u can see related products , but sometimes it's necessary to search the other way ard, except to go report always, is there a faster way doing so.?
Campain test e-mail not sending
This is my first attempt at using Campaigns... Every time I try to send a test e-mail, it tells me "Failed to send test email. Please try again later" I've waited until later and I'm still getting the same message - is anyone else having the same problem,
Mobile View - Not Friendly
Hello Everyone! As you can see here, i want to know what to do with my email template. On my mobile view, you can see that my name is in 2 lines, and the numbering is not supposed to be on the top. Is there anyway I could do for the mobile view to like
API credit to access zoho projects
I have asked for some API credits to access zoho projects, which I can obviously pay for. However the support team has been very hesitant to provide those. Why is it so?
Differences in Zoho Billing when accessing it directly or via Zoho One.
We have noticed some interesting differences in our Zoho Billing account depending on how we log in to the application. For example: Logging in via https://zoho.com/billing Logging in via https://one.zoho.com/billing Using the same user ID, one sees different
Multicurrency for financial reports (Income statement, balance sheet, general and project budgets)
Hi, We're needing multicurrency in financial reports. That way we use the default currency for registering transactions in the local curency, but for management purposes, the reports are needed in USD for the board of directors. This is a needed feature.
Page Scripts
Trying to get my head around Zoho Creator Pages. Can someone point me to a decent tutorial on how the Page Script functionality can be used? Thanks Kevin
Zoho Creator Actions button when selecting Submit and Cancel/Delete on a form
I would like a to know how to create an alert or action when Submit or Cancel/Delete is selected at the end of a form. I know it is possible to do it as a successful submit action but more along the line of the cancel/Delete.
Zoho Assist - best navigating multiple screens
We are having technician rioting because Assist cannot display two monitors at once like teamviewer, is this a feature that is coming?
Checkout form customization
Hey there, I am testing commerce and it seems to be a good platform. I am wondering if customization of the checkout fields is possible? For example, the standard checkout form asks for an email address. Would it be possible removing this? I would also
VAT ID
Dear Zoho Commerce Team, many Zoho Commerce users in some Zoho Commerce threads are asking very loudly the same: due to EU regulations we need a VAT ID in the Zoho Commerce framework. (https://ec.europa.eu/taxation_customs/business/vat/eu-vat-rules-topic/vat-invoicing-rules_en)
image hover effects
On my 'Products page' on my website, i use image to show product categories which can be clicked to view further details(quite a common thing to do). at the moment, i have to write a narration under the image: 'click image to view details' or alike text. Whereas, on modern websites, if you hover your mouse on images, they show effects which intuitively means you can click to see more details. So my question is:how to create Image Hover effects on my zoho website? Please see example on this webpage: https://support.squarespace.com/hc/en-us/articles/205826048-Creating-hover-effects-for-your-images
Prevent Changing of Start and End date in tasks
Can i prevent the changing of Start date and End date of the Task assigned????
Cant't receive mail from Amazon.
I cannot receive verification emails from Amazon(both of amazon.com shop site and AWS cloud) at least for this one year. Because these mails are sent from web forms, I cannot get NDR's. And my spam box are empty. Auto labels? -No, Auto Tags? -No, moved
Creator to Teams Flow
I am working on integrating a Creator app with Teams. When the conditions are met on record update in "Meetings" I would like to send a message to a group chat in Teams to notify them that a translator is needed. Everything seems to be working on the
Introducing Private Ticket Threads
Engaging with customers, agents, and external consultants on the same ticket thread can occasionally prove to be tricky. Sometimes, your reply to an agent or consultant may end up in your customer's inbox instead. To avoid situations like this, we've introduced 'private thread handling' - a function that allows you to mark ticket threads 'private', and choose which replies can appear 'public' to the customer. Why private thread handling and not private comments? Private comments can be viewed by
What is the Org Account?
Trying to integrate with Cliq, I'm getting this message. As always (and with good reason!) I fear that this is a one-way and has drawbacks on my current workflow/capabilities/features and other. What is the Org Admin and why would only the Org Admin the
Website hosted on Zoho Sites very slow and unsearchable on Google
Hello. In the past two months we were working on a website on Zoho Sites. We moved from Squarespace where everything worked perfectly but I just wanted more Zoho Apps integration so that was the reason we decided to move. At first we had problems with
Adding annotations to dashboards and reports
Hello fellow Zoholics, Is there a possibility to add an annotation to a dashboard or report like in Google Analytics? For example: A successful campaign reflects as a spike in our lead generation for this month. We will flag the start date in the report manually. Or, a colleague is on sick leave and sales plummet in their territory for the month but spike again when they return. It would be great to be able to flag events as such to retain the information and make it immediately visible for anyone
Creator to Teams Flow
I am working on integrating a Creator app with Teams. When the conditions are met on record update in "Meetings" I would like to send a message to a group chat in Teams to notify them that a translator is needed. Everything seems to be working on the
Is it possible to visually differentiate an account or contact based on a status field?
So sometimes an account calls in, and we when we look them up we may have notes in there that are critical read before talking to them. For example say "UNPAID INVOICE". Sometimes it be overlooked and then we just support them as usual. Or Key Accounts
No estoy recibiendo mails del dominio @tp-link.com
Estimados, TP Link es uno de nuestros proveedores de Hardware, particularme de los AP que utilizamos dentro de la empresa. Necesitamos tener comunicacion con ellos para poder resolver nuestras consultas. Cuando le enviamos un mail a su direccion de correo
Hide Subform Field for members
Hi, I have a field in a sub-form which I would like to remain invisible for anyone except the administrator. In the Permission section of this field I have selected "Hide this field to others". If I log on as user, the field is still visible. How can I hide fields to users?
Attention Content Character Limit Issue
Hello, I am trying to customize/format the content that is shown on an invoice sent to my customers, and use custom fields in this content. However, there is a 255 character limit set on the text you put into the "Attention Content" field on an invoice.
Direct link to record audit?
Is there a way to create a grid view action that would take me directly to the audit record for a particular item that's clicked on - what would the URL be?
How to customize HTML email templates that impresses your audience: Part 2
In the first part of the series, we covered basic customization of emails. We learned how to edit text and use variables. We also learned how to add your logo. In this part, we will focus on the next level of customization where we will tinker with some
Adding Contacts by Bulk to Each Team Inbox
Hello, Is there a way that we can import contacts by bulk? We already set up the team inboxes but unintentionally missed adding the contacts. If adding them by bulk is not possible, what alternative options we can perform to achieve this goal?
I'm unable to receive mail sent to myself.
Email sent to me from me is being blocked, a.king at securityranger (dot) com. This problem comes from my WP website of the same address with a custom SMTP installed using Sendinblue services. MX records look to be all fine, and I can receive and send
Deleting invoice (not syncing with Xero)
If I delete an invoice or Bill in Zoho Inventory, it doesn't sync with Xero. So my Xero accounts are not correct. Whats the point of being able to delete a transaction in Zoho if it doesn't sync to my accounting package? How can I do this?
Information Details at the bottom
Hello everyone! I want to know how do I remove the information details below? I did not include it on my email template, but we i preview, It does appear at the bottom. Can anyone help?
Customize Columns Order in Kanban View
Columns order is dependent on the Task Statuses order. So, change the statuses order, it will automatically change the columns order in kanban view. you can remove unwanted statuses also which eventually remove columns from kanban view. Go to Settings
Deleting column in Kanban view
Hello, I am wanting to delete an excess column from a Kanban view. How do I do it?
how to add audio music in my presentation
how can i add music in the presentation
Custom Sections for Custom Fields
I use a fair number of custom fields for Inventory, and they serve many different purposes. Right now, they're just all crammed together in one section at the very top when the user edits an Item (as an example) in the native interface. Everything is
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