Cannot add style in Zoho Writer
When I update a normal text in Zoho Writer I do not see the option anymore to add and save a new style. The instruction does not work as the option is not shown when I click on the changed style via More/Format and select the updated style (with an *).
Ask the Experts - Zoho Inventory #5: 7 hours of live discussion on the integration between Zoho Inventory and Etsy.
Hi folks! Let's talk about marketplace integrations again this week! This Thursday, we are discussing all about selling online through Etsy. The best part about this integration is that while selling online through Etsy, it helps you consolidate all your orders—online and offline—into a single platform and allows for excellent stock and order management. You can also discover how this integration works with your other online platforms that are integrated with your Zoho Inventory account. Our panel
Which module best for venue event management business
Good afternoon, For our venue event management business including catering we are trying to determine the right module to support our business operations. I have been looking into several modules such as: - Backstage - Bookings - Event Management - Meeting
Workflow rules for purchase orders
How do we filter for "Received" ??
Separate records after Deal Owner Name typo fix
One of our users in the CRM changed a typo in her name, more specifically a double space between first and last name fixed to only one space. While we expected that the Deal Owner Name from all CRM tables would be changed to the correct version, instead
Virtual keyboard input to form in page
I have built a page meant for our customers to sign in at a kiosk with. Since the kiosk is a touch screen, I created a widget that adds a touch compatible keyboard the page. Is there a way for me to access the html/zml of the form to get the keyboard
ICICI Bank Integration issue
Team Zoho, I have try to Integration but getting error The user is already registered with Zoho. Please check with your account admin. I have already approved connection in ICICI bank, but I am not able to see any details in my account. Please help. Regards
I cannot Mark a field as unique
I lean about from https://help.zoho.com/portal/en/kb/crm/manage-crm-data/duplication-management/articles/check-duplicate-records#Mark_a_field_as_unique that a field can be marked as unique and then do duplicate checking for a module. But I cannot find
i use wrong email account to register bigin soho
i want to change my log-in info, i already purchase something too.
Has any thought gone into using ChatGPT as a customer facing tool for answering product questions utilizing the KB?
I've been experimenting with a local version of ChatGPT that has access to a limited set of data that can be utilized for natural language queries on the data. Has anyone else checked this out? Not a lot of success so far with our KB in Zoho Desk, but
Assets Tracking
Hello Zoho, Can we also have a new feature brought in Zohobooks for Assets Tracking ? This will be useful for tracking Property, plant, and equipment (PP&E) that are a company's physical or tangible long-term assets. Thanks
Does Super admin himself requires a license and what happens if the trial ends?
Subject says it all
Function to create new deal based on existing deal
I want to create a new deal based on a existing deal i have the following code and its working, but how can i relate that deal to the original contact record of the original deal so the new deal will be related to the contact? deal_info = zoho.crm.getRecordById("Deals",deal_id);
Questions about Zoho mail
Hello, I had up until recently, the free version. I got a warning message that said, "The user account (Redacted email address) 6.02 GB in your organization is almost nearing the allocated storage of 5.00 GB. If the storage exceeds the allowed limit,
Rate limit and change status not notified to the customer
Hi, Although our remaining API is heavily used and we now use the Zoho subscription service, recently we have been regularly receiving rate limit requests to Zoho. We felt quite uneasy about that. 1) Can you provide me with a list of the particular criteria
Building extensions #1: Creating, testing, and editing Zoho Projects extensions using the cloud editor
Hello!! We're happy to announce the beginning of a new series called "Building Extensions," which aims to help guide developers in creating and developing extensions for Zoho Projects. The goal of this series is to assist developers with the extension
Recruiter's Assessments - Weighting
The candidate assessments are really helpful, as you can add question types, weightings and specificy whether a qualifying question etc. I need this same functionality within the recruiter's assessments too. I have a bunch of essential and desirable requirements
Sending non marketing e-mails to non marketing contacts
We occasionally have to send communications to non-marketing contacts (service messages). For example we would send all our members an e-mail to tell them when the annual general meeting is coming or when their annual fee becomes due. I understand we
Template Folders in Zoho Sign to Help with Organization
Hey There Zoho Team, Problem: I am a Zoho Partner and I have been helping out a customer who has MANY templates in zoho sign. The problem is it has become difficult to quickly find the template as they have so many. Solution: We would like the ability
Kanban-style Noteboard using tags
I tag my notes in a particular notebook in which I keep my work projects notes. Each feature or change is a note and I tag the notes with stages of work from #WIP to #Released. Using these tags, I created a Kanban-style noteboard to get a quick view of
Tiny Tip Tuesday #34
Save and Continue Later In the previous tip, we spoke about how to get the NPS calculation done. Now let's say, your respondent wants to leave the survey before answering all the questions, or closed the survey window by mistake. What happens to the responses
Using Approvals in Zoho Support
Hi Zoho Team, Is there any way to customize the "Approvals" tab in the ticket so that the client contact can receive a request for approval? The reasoning is that we prepare a number of estimates for the client for work to be performed. If I could automatically
Zoho Duplicate Campaign Folder and Contents
Good day Is it possible to duplicate an email campaign folders complete with its emails. These are meant to be repeated with slight adjustments. and event//times based changes based on each set(organized in folders) Then, can we use "smart content/ or
【品川 x オンライン開催】 10/27 Zoho ユーザー交流会（Meetup）のお知らせ | ユーザーの活用事例を直接聞ける学びの場！
こんにちは、この度Zoho コミュニティチームに参加することとなりました鳥越と申します。 コミュニティユーザーのみなさま、どうぞよろしくお願いいたします！ また、先週行われた「Zoholics Japan 2023」 にご参加いただいた皆さま、ありがとうございました。 さて今回は、2023年3回目となる「ユーザー交流会（Meetup）東京/オンライン開催」 のご案内です。 ▼「ユーザー交流会 [Meetup] 東京 2023 vol.3 」の詳細を見る▼ https://zoho.to/frmmeetuptky3-1
Découvrez Zoho Meeting Rooms : la collaboration en ligne d'un niveau supérieur
L'évolution des entreprises vers un travail hybride rend une solution de communication professionnelle efficace obligatoire. Notre objectif est donc de créer une expérience qui comble le fossé entre les interactions entre personnes et les interactions
Daily Notification for Specific Tagged Items
Is there a way to set up a tag in a Zoho desk ticket so that a daily reminder is sent to the agent about the ticket? Can the same be done to send the reminders to both the agent and the customer who created the ticket?
Tracking how long ticket spends in one department
Hi, I'm just wondering if it's possible to track how long a ticket has been in one department for? Our tickets usually get moved across departments a lot to resolve them so I just want to know if there's a way to figure out how long it spent in one particular
Creating a View in Desk
Creating a View in Desk for all tickets where you have been mentioned. For example their is a ticket and someone adds a comment into that ticket and mentions me (@Iain)
Receiver is not in same Data Center
I am from Switzerland and have a since long time a zoho Notebook Pro and want to share one of my notebooks with another user. I created him an account. However when I want to share my notebook with him, it tells me that he is in another datacenter. What
Add high-quality images to your Writer documents with the Pexels extension
Hello Writer community, We're delighted to unveil the latest addition to Zoho Writer that's bound to elevate your documents—the Pexels extension! What's in it for you? Seamlessly embed images: Discover and embed high-quality images directly without leaving
Filtering a View Based on User Identity
I am creating a report that contains data from several clients: A, B, C and D. I want each client to only see their own data when they login. Is there any way to automatically filter a view or dashboard in this way? For example, each row of data will contain a Client column, indicating which client it relates to. If I can indicate which client each user works for (jsmith@acme.com works for A corp), then I could match the user to the Client column. The alternative is to create a different shared
Get image url from image uploaded to app
I have a table in my app that holds uploaded images and a string value for each one. I am trying to dynamically upload one of these images to a different form's image field based on a selection the user makes in that new form. I need the entire image
Resume Parser Mapping not working.
I tried the Resume Inbox and Resume Parser Mapping. Resume inbox is working well. But the Resume Parser Mapping is not working. No information we can get from the cv fields like "resume inbox" No skills, can`t get information with this method. how can
Login to CRM Portal with phone number?
Hello, On the CRM client portal login is says log in using email or phone number. How can I set up for my clients the ability to use their phone number instead of an email? There are a number of folks who never check or use email and only use their mobile
Email Related Contact - Custom Module
Hi All We have several custom modules that have contacts that are linked to them - is there a way we can send emails (by workflow - and Button) to all contacts on the related contacts list?
Returned invoice payment/bounced check
What is the recommended procedure for handling returned invoice payment/bounced check? I have already unmatched the original payment from my bank feed and delated the record of the original payment so the invoice is payable again. I have marked the bank fee for the returned check as a billable expense and invoiced my client for it. In my bank feed I now have the debit and credit for the original check that zero each other out. I know I could just delate the transactions to hid them since they don't
use the contents of a note in an email template
Dear readers, I would like to add the contents of a note inside a mail template I can send automatically with zoho Recruit. The use case is as follows: 1. A candidate is submitted to a client 2. the client rejects the candidate 3. The status of the candidate
Fake Subscriptions?
Given that Zoho Commerce can't sell subscriptions, I'd like to know if we can create non-inventory items for subscriptions, and then once the buyer checks out, somehow capture that event and create an actual Zoho Subscription using API's. In effect faking
Zoho project Workflow notifications
I am trying to do something that seems very simple. I want to have an email notification sent out when a new project is created. I have setup a workflow rule that basically states that Project Status = New then to send an email based on a template i
Multiple layouts for a contact
We are an educational establishment. We have different types of contact so I have designed a different layout for each type of contact so that we don't have all possible information on one contact sheet. However, there are a small handful of contacts
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