Office 365 SSO Integration
We currently have all our users configured locally in Zoho. We want to connect Zoho to Office 365 using SSO. How do we merge existing users with their Office 365 profile? We dont want to delete users and their history. Is there a process to merge us
Approval doesn't work once form is published
I'm very new to creator this is my first time using it. I'm trying to create a form for my clients to use to update their contact data and other information, and then upon approval by me or another admin a deluge script runs that pushes the data to zoho.
Conditional display of elements in Canvas
Is it possible to set a conditional display of an element in Canvas? I want to 'Hide' a sidebar on a specific tab so that the other element can take up more space on the screen, but have it display on the others. Is this possible?
Elevate your Zoho Desk game: Register for our exclusive webinar series!
Hello all! We're happy to invite you to our upcoming webinar series on how to make the most out of your Zoho Desk experience! This 10-part series (60 minutes per session) will offer how-tos, best practices, and insights that will make your customer support
Finding emails that are scheduled
If I have scheduled a number of emails, is there any way to get a report of all emails that have been scheduled but not yet sent - this would need to include individual emails as well as those sent in bulk. Thanks
Sandbox / Zoho CRM / Analytics / Api Name / Possible bug
Hi Zoho Team For SANDBOX, exist analytics or something method for to access the data?, i have a doubt when i created a custom module and api fieldname, when i try to access to specific fieldname using the api name for that module, deluge claims error,
Configuration CRM
We have not been able to configure Dkim, my company uses Microsoft 365 as a mail administrator and another company as Hosting, I am told to create a selector but our company does not allow it and I don't know if Zoho does not work in these cases or if
3rd party barcode software for Zoho Inventory
I'm looking for a barcode solution to integrate with Zoho Inventory. Looking to create barcodes and assign them to Sales Orders, Purchase Orders, SKUs, Packages. My goal is to have a complete barcoding solution for picking and packing products in our
Frame freezing and ghost images
We are getting frame freezing and on occasion getting ghost images. Last night we had one of the people on our meeting have the video start pixalating and then have a faint rabbit jump across the screen. We are getting strange stuff like this almost every
Zia enhancements: Owner suggestions during record creation, reports, and a checking tool
Hello folks! We have some updates with respect to Zia and record assignment. Quickly assigning a lead or a contact to the right sales rep is vital. In Zoho CRM, you can automate this using assignment rules. In assignment rules, you can let Zia decide
【10/19 オンライン開催】Zoho ワークアウト | ユーザー同士で課題解決に向けて取り組みましょう
お世話になっております。Zoho コミュニティチームです。 本日は、10月開催のZoho ワークアウトについてお知らせします。今回はオンラインにて開催いたします。 詳細・申し込みはこちら ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした「Zoho
How to Manage a Website with your help?
Can custom websites with specific capabilities be developed using Zoho as a replacement platform? My goal is to build a website that looks like this one: https://gomosimregistration.ph/ I would be very grateful for any help or guidance.
Default email and primary email
Hi there, Everything was going according to plan when I have decided to create an alias email and set it as default email. I'd like to return to my original settings and have my primary email as the default email. I have tried to create alias of my primary email to set as default but obviously system doesn't allow me to replicate my primary email. Can you help? Thanks
Please revert Zoho Expense integration in Zoho CRM back to the way it was
I submitted a support ticket and Zoho support said "apologies, with the new update this is the way it is". In Zoho CRM, Zoho Expense used to be tied to a Potential, so that when you clicked on the Expense item in a potential, you could create a Report/Expense
Implementing a virtual keyboard for a check-in kiosk
I have been working on a queue application in Creator that would require customers to sign in at a kiosk. Since this kiosk is touch screen, I would like to try and add a virtual keyboard to a page for the customers to input their information. I have been
Are there other Zoho Books users who are blind?
Hello, So far, Zoho is the most accessible software as I am using the screen reader NVDA. Are there other blind users here? Zoho has many unlabeled buttons and links that is causing huge delays in getting things done. I'd love to hear from others who
Store products sold in a consignement warehouse
Hi, I'm currently evaluating Zoho for our business usage, but for I've read I'm not sure it can meet our requirements regarding our inventory / sale / consignment use case. Here is a classic scenario in our activity : - The customer buy some products
Is there a way to invoke a function using <a> tag in html snippet in zoho creator page?
Is there a way to invoke a function using <a> tag in html snippet in zoho creator page?
Custom Button in view page of lead is not displaying in android/ios mobile app
Hi, We have created one Custom Button in Zoho CRM Lead View page. This custom button functionality are working fine . But When we opened the CRM login in mobile that time the custom button does not view in the page. Can you please look into this issue and do the needful ASAP.
Archive Forum Posts in Projects
It would be SO great to be able to clean up Forums and have an ARCHIVE feature for Forums (then I guess you could add a Tab on the Forums that has Active and Archive options. Because old Forums and notes/discussions really clutter up that space. I've
Zoho Desk Brand- add on in Social Module
Hello! Where can I purchase brand add-ons in Zoho Desk (under Socials)? Zoho Desk Professional currently can have 1 Brand only. I want to add more brands so I plan to purchase add-ons but I can't seem to find anywhere in the website where I can purchase
Better Handling of Contact Creation within Ticket
Different companies have different approaches on when exactly to create a contact. Some will create a contact directly in the ticket, while others such as ourselves will create a contact first and then the ticket. Here is the issue with the first method.
How to deactivate the "Create a priviate copy of this layout" for users/profiles
Hi, I searched how to deactivate the access for user to the check box "Create a priviate copy of this layout" but didn't find it by myself in ZProjects nor in the community topics. I tried to manage profiles like this but it didn't work : And no better
Applying an Overall Discount to an Invoice
Does anyone know how you can apply an overall discount to an invoice. I know I can apply a per item discount, but this is not what I need.
554 5.1.8 Email Outgoing Blocked
I couldn't send outgoing email. Can you please help?
Moving Tickets between departments
It would be nice if, when moving tickets between departments the system leaves you on the ticket (so long as you have permissions to the department). Currently it boots you out to your ticket list.
Closing ticket from Blueprint without any notification
Hi Is there any option to create a Blueprint transition to close a ticket without any further action and preventing any kind of notification to the customer and the ticket cc's? Thank you.
Question about ZOHO Accounts
Hi guys, Shall I add people in Accounts before lead has been successfully close or after closing the lead I should add concern people in Accounts.
Should I add leads generated for marketing survey on ZOHO CRM.?
Hi, I'm conducting marketing research from a market and I've meet with certain number of people. The objective of this marketing research interview is to understand pain points of my target customer. My question is, should I add these leads on CRM or
Mailbox Alias can not create; Alias Email Id already exists
i can not create mailbox alias with error "Alias Email Id already exists". but on user details, has no relasi@setaukita.com. it doesn't exists yet.. but why can not create "relasi@setaukita.com"?
Unable to rollup calculation by group regardless of report
Hello, I have data related to several forms in my system. "Raw Material" is Form 1 and is the name of the item I want to roll up totals for with related forms. I have a lookup field in Form 2 "Production" that relates the record to "Raw Material". I will
Convert remaining hourly leaves to daily leaves at the beginning of each year
Hello, is it possible to convert remaining hourly leave to daily leave at the end of each year? Here's an example: 1 daily leave = 8 hours total hours of hourly leave in a year per employee = 56 hours Booked hourly leaves at the end of ther year by employee
Errors with isEmpty and toLong
I have some old code that just stopped working and nothing I am trying to do to fix it is helping. first of all, I am getting an error of for code that reads: if(response.isEmpty() || response1.isEmpty()) { alert "The Registration Number you entered wasn't
Function #24: Automatically display deal name from Zoho CRM on quotes in Zoho Books
Deals allow businesses to organize and visualize their sales pipeline. This provides a clear overview of all potential opportunities and helps in making informed decisions. Zoho CRM empowers you to create deals or potentials for your clients and monitor
Example of Cliq connecting to CRM and searching a module?
Just wondering if anybody has an example of Cliq bot connecting to zCRM and searching a module for a list of records? Can't find any examples in the documentation and going around in circles testing! Thanks in advance
Is there a possible way to have a "paid" button for re-occuring invoices?
Greetings. I was wondering if its possible to add a "paid" button re-occuring invoices to quickly record them as "PAID" or having a check mark box to mark the paid ones and BULK update them as "PAID" because the current method of having to click on each
Record Capital
Hi, Just starting to use Zoho Books and learning acocunting myself. How to record new business seed capital in Zoho Books? For e.g. I would like to record a sum of 10,000 as a capital amount into the business. Where should I record them?
Pull (Parent Form) variable into (Sub Form) as the function iterates through recordset??
Hi guys, I need to update just over 23,000 records from 2023. I may be overthinking this; however, as you can see, I've added a single criteria to the function and initially designed it to run on the click of a single record. I would be there for years
"Else / If" Statement in Zoho CRM Inventory Template
Hello, I would like to use the below "Else If" in my Inventory Templates, but it's not working correctly. Essentially, if the field "Quote Payment Terms" is filled in, display that. If "Quote Payment Terms" is blank, display "Account Payment Terms" instead.
Disable auto-population of field in the Outlook Addin
When creating a new contact from with the Zoho Outlook add-in, the app is auto-populating its fields from the email. In the absolute majority cases, the data being retrieved from the body of the email is wrong or assigned to the incorrect field. Can this
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