Capitalization at beginning of sentences
When typing in a note, the beginning of the sentences are not automatically capitalized. I checked the keyboard settings and it has auto capitalize turned on.
how to use zoho java sdk or node js to build make our own zoho crm api
Hello everyone, I am looking for a solution to use ZOHO CRM API more easily. So can you guide me on how can I use Zoho crm java SDK or node js to make my own zoho crm api ? do you have sample project to help me ?
Email Update to Secondary Emails and Company Emails
We need the ability to send emails to secondary emails, in addition to the ability to email both primary and secondary email addresses at the same time! We also need the ability to add emails to companies so that we can email a company instead of a contact
adding currency fields in a formula
This seems like a no-brainer but when I try to add two currencies in a formula field I'm getting a concatenation instead of the sum of the two fields. So, $5.00+$8.00 becomes 5.008.00. Do I need to convert the currencies or something?
Add System Variable for User ID (Not user email address)
Hi Zoho, All of Zoho CRM's records have an owner. In all those tables, there is the record owner ID and record owner name, NOT record owner email. We want to create filters when sharing dashboards, but we don't want to filter based on logged in user name
Mastodon?
Hi The Mastodon channel was removed? I cannot see it in my account anymore and I can connect or send updates to it. Thanks
How may I open a new ticket from Guided Conversations?
I want to build a GC and collect some information from the customer. I would either direct him to available documents or open a ticket for further processing by an agent. How can I open the ticket in a certain layout and define the required values as
Download option - what is included?
I'm glad to see the new Download Site feature, though I wish it was available under the Free plan. I would like some details - is the entire site downloaded, including all Blog entries? Also, what is the format of the download file?
How do we print a work ticket, or bundle request?
We are attempting to move from Sage 50 to Zoho Books / Inventory. We are struggling alot with the bundles. How do we print a bundle request for a different department to assemble? For Example: Office needs 5 of widget A bult. Office will print a work
How to Forward Entry Form Data to external email in real time
Hi - I am hoping someone can help me.... I have a non profit event and people and companies fill out a form for us to contact them so that they can become vendors or sponsors of the event. I do have the form on the Contact Us page with a Submit Button
Important update about Zoho Campaigns' own SMS gateway
Hello all! We want to inform you that we have encountered some technical issues with our in-house SMS gateway (US and Canada regions) due to which the SMS campaigns sent using our gateway are not functional. We are working diligently to resolve the matter
Zoho Creator Can't Create a Spreadsheet Report
Hello I have an existing creator app with a bunch of form data. I want to create a new report in the spreadsheet style. I'm able to do so, but in the view report I can't edit any of the cells and this little red * shows up at the top of the report. I
Option to disable chat completely
Hello, it would be nice if you add an option to COMPLETELY turn off chat features in Zoho Mail, for those of us that don't need/want it. I was surprised when I didn't find an option to turn off (different from setting invisible mode) in Zoho Mail, and what is worse, it has been suggested in several topics in this forum since 2007. Thank you.
How do I associate meeting notes to multiple Contacts?
This seems like CRM-101, but all my searching has come up empty. I see posts from a decade ago asking for this common and necessary feature; however, I have yet to find the answer in the affirmative. How does one easily create meeting notes for a meeting
the workdrive app on my iPad is stuck in notebook.
I have a desktop that shows my folders. However, when I open the mobile app on my tablet I can't see any of them. Additionally, it says notebook at the top left with a pulldown showing a checkmark. I've tried tapping the checkmark hoping it will take
Spotlight #2: External File Sharing on Zoho WorkDrive
Hello all, We are back again with another feature in the spotlight for Zoho WorkDrive. Zoho WorkDrive is a content collaboration platform designed specifically for teams to store, share, manage, and work together on files of any size. In this article,
My Custom Views in Each Zoho Project Disappear Periodically
Hello, My team uses Zoho Projects as part of our ZohoOne suite. For one type of service that we offer, we have created a project template from which a tracking project is created for every single client we onboard to that service. The Zoho Project template
Daily Task Reminders
Hello Good Morning, I have workflow rules setup that when a deal moves to a certain part of the pipeline, tasks get sent out to the team. However, some of our team members need constant reminders to complete their tasks. I would like to have daily task
How to protect attachments with password?
Hi, I would like to know how to protect PDF attachments with a password before sendmail task! I have an idea of how to do that with public forms. But I would like to know if it's possible with native deluge or if there is some integration flow that can
Triggering a webhook manually
Hi everyone! I have a webhook configured to be triggered on Account creation, but sometimes the webhook fails (server-side problems) so I'd like to be able to trigger it manually later, as an Administrator. How can I do this? I thought I could add a custom
Placeholders return empty values in custom template
I am not a pro in HTML but have 1 question. I created custom invoice template but in pdf some placeholders does not return any value. see below screenshots and anybody help please in this regard. See below the result, the circled cells are shown emp
How do I Change a Propertie Field (Owner of Goal and Marco) from Projects
Prezados, bom dia! Preciso alterar as propriedades dos campos META, MARCO (Milestone) e PROPRIETÁRIO DO PROJETO no projects, mas o campo é bloqueado para editar as propriedades (nas Configurações). Como proceder? Segue o print dos campos bloqueados!!
Focus Group Webinar: Navigating the Real Estate Market with Zoho Survey
Hi all! In today's rapidly changing business scenario, staying ahead requires not just data but actionable insights. Zoho Survey simplifies the process of gathering crucial insights. It offers an intuitive interface for creating custom surveys, allowing
Gantt Charts filtered by Date
Hi, I am wondering if there is a way to filter the Gannt chart view by date in Zoho Projects. We do not have the Enterprise edition at this time. For example, we are wanting to see a 3 week look ahead by project, so we want to filter for 2/25/2016 to 3/17/2016. Also, we have Zoho Reports so we were wondering if there is any way to build out a Gantt chart there. Would we be able to filter these Gantt charts by date if we had enterprise edition? Thank you, Rachael
How do I remove apps that I don't use?
When I click on Access My Apps and go to the following page: https://home.zoho.com/home#my ...there are icons that I don't use and would like to remove. How do I remove unwanted icons? Thanks
Incoming Mail Disabled
Hi, I'm having difficulty with a couple of Zoho mail accounts, having disabled a couple of email accounts, I am unable to re-enable the Incoming mail service - the following message appears "Operation permitted for paid user(s) only." The email accounts in question are: info[at]harlequinstageschool.co.uk and annika[at]harlequinstageschool.co.uk Any help on getting these re-enabled would be greatly appreciated. Many thanks
how to deal with a non-linear Sales Pipeline
we have various stages in our sales process, however some of the stages are non linear, in other words the order in which they are done does not matter. I'm wondering if anyone has any suggestions for tracking them, and making sure all per-requisite steps
Não estou conseguindo receber email.
Não estou conseguindo receber email. Pode me ajudar?
Does Zoho offer a map that plots all CRM accounts on it?
My boss wants a live map (think google maps) that plots all the accounts we have in our crm onto the map. Is this possible or available some how?
How to Calculate the Percentage of 'Sales' Stage Deals in Zoho Analytics Dial Chart?
Hello, I'm currently using Zoho Analytics, and I have a question regarding the Dial Chart in KPI Widgets. Specifically, I'm interested in calculating the percentage of "Sales" stage items among all the items with the same Receive_Date (Month & Year) for
Workflow does not trigger via API
Created a workflow triggered when a lead is created or edited with an Instant Action to call a Webhook. The workflow is triggered and works when a lead is manually created or edited in Zoho CRM but does not trigger when a lead is created via API. Is it possible to trigger a workflow when a lead is created via API? If it is possible, can you advise how this can be configured?
Kaizen #108 - Integrating Third Party Application with Zoho CRM using Java SDK
Hello, everyone! Welcome to another Kaizen week. In this post, we will discuss how third-party applications can integrate with Zoho CRM using Java SDK 5.0. Use case Zylker is a real-estate app which can integrate with any CRM vendor and uses that data
Word Cloud Chart
Word Cloud Chart is a visualization method that allows you to quickly see which words appear more frequently in a bunch of text. In a Word Cloud Chart, the weight of each word will be proportional to its frequency. You can also assign other metrics to
Can I invite external workers to join a Zoho Sprint?
I will be developing some software using several external developers. I don't want to set up new company email addresses for short term external contractors. So, can I invite external workers to join a Zoho Sprint without adding them to my Zoho company account?
Cliq 5.0 | Advancements in the Admin Panel
Dear Cliq Admins,We understand your dedication and effort to keep your organization running smoothly. We recognize the challenges of your role and are here to help lighten the load. That's why we're excited to introduce a few new admin panel features
Individual parts (e.g. year and month) of the add time
Hello, is it possible to query individual parts (e.g. year and month) of the add time? We want to name our PDF documents of a sent form with it. If I use it just like that, the filename contains illegal characters (dots and colons). Best regards Jörg
Community Digest - septiembre de 2023
Community Digest de septiembre de 2023 ¡Hola! ¿Nos echabas de menos? ¡Porque nosotros a ti sí, por eso te traemos las últimas noticias y novedades de nuestra de Español Zoho Community! Lo primero que queremos es contarte que llevamos 10 días procesando
No me llegan los mensajes a mi correo de zoho
puedo enviar correos, pero recibir no se puede
Corporate taxes.
Hello There , I need to record Corporate Taxes for a client in Uganda, Tanzania, South Sudan and Rwanda, and its not available in the Global Edition for Zoho Books which is being used in the region. Kindly provide a workaround for this issue.
Is there a way to disable tracking some of the categories with Vault?
For various reasons, I do not want vault to keep any information about payment cards or bank accounts. How can I disable these categories so that I no longer have the system ask me to save them?
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