How to prevent Automation Replies to be send to customer when tickets are created on our end?
Hi there! We are trying to set up an automated reply when a customer writes in. The automation reply should only be triggered when the customers send an email to us. However, it seems that when we "Add Ticket" and "Submit and Send as an email" the automation
Popup function - workflow automation
Hi, Is there any functionnality where internal users from our organisation can have a pop up message from the system within a workflow automation? Regarding any action from Sales module, Package module, etc. I know there is the notification function from
Announcement: Zoho Bookings browser extension
Dear Bookings users, We are thrilled to introduce our browser extension that promises to revolutionize your scheduling process, making it incredibly easy and convenient. You can install this extension on your browser and manage your appointments without
How to your get rid of the grey background on the CRM Email WYSIWYG?
Help! I'd like to get rid of the grey background for all of the emails we create in the CRM, using the WYSIWYG editor. The text appears in the centered white box, which is fine, but the grey background makes it look like a spam. It doesn't look professional to the recipient. How do I set it to use the default background of the recipients email browser? -Scott
Bank Details Section In SO Templates
Hello, why is there no bank details section in SO templates like there is in Invoice templates? It makes sense to have the bank details in the SO because if someone is happy with the quote, they have the bank details, would pay and send a proof. At the
Full formatted resume as new Merge object for the Advanced templates for Formatted Resume
We have recently been migrated from US DC to EU DC and experienced a downgrade in Formatted Resume functionality. At the US DC we had our own MS Word template (our own standard header/footer and styles) as template where the full formatted resume was
Adding Teams - bug when choosing
When assigning ASSOCIATED TEAMS in Task information, there is a bug that doesnt show up the list/ADD TEAM option. By default the list remains empty & once you open ADD TEAM and close it the next time it wont show "+ Add Team" Please refer to attached
The cap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software.
Hello Zoho, There is a cap on monthly invoices which become an issue for growing businesses. The caap on the number of monthly transactions and users may dissuade high-volume, employee-heavy businesses from using the software. Please address this problem
Zoho Dashboard kopieren
Ich möchte gerne dieses Zoho Beispiel Dashboard kopieren und dann die Inhalte verändern. Wie kopiere ich dieses Dashboard? https://analytics.zoho.com/open-view/1160261000007273601/39de7082e48d3b498845d486492cbb4c
We must admit - Yodlee is an unreliable partner!
Hello Zoho, Our Yes Bank account intergration is messed up since the beginning and the problem has not been addressed yet. With bad synchronization, poor categorization of transactions, duplicate/unknown copies of accounts, no support, geared at income/expenses,
How many storage are left in my account
In previous event we couldn't use this product as a production for few days as because lack of storage. This is our past experience. Now we are using "Zoho creator". Please let me know the current storage status.
I get phishing attempts directly after receiving legitimate email
I get phishing attempts directly after receiving legitimate email about something. For instance, directly after getting email about a package I get phishing attempts regarding delivery. Just now, I got the same thing for crypto currency. The subject may
Profit report by customer and by product.
Profit report by customer and by product. Hello, I want to know for which customer I am earning more and which product to buy I also want to know from which project I earn the most. the data I need are: Date: Customer name: Product name: Invoice number:
【カスタム関数】商談タブで新規データの作成時、サブフォームの一行目に商談データの他の情報が反映される方法
商談タブ内で新規作成された際に、自動でサブフォームの一行目に、商談タブの他の項目の情報(日付の項目・数式の通貨の項目)と、デフォルトでサブフォームの項目(通貨)に「０」と反映したいです。 ※詳細は添付をご確認ください。 どのようにカスタム関数を設定すればいいかご教示いただけませんでしょうか。 よろしくお願い致します。
Bigin to sync with Zoho mail
Seems crazy that Bigin will sync to outlook but not Zoho's own mail. Is this in the pipeline?
Unable to deregister VAT
Hi All, My business turnover is below GBP 80,000 and HMRC approved my cancellation for the VAT. However, I am not able to cancel the VAT mapping in the Zoho book. As I should not display it in my company's official document if my company does not have
In-person ZUG (Zoho User Group) meetups - Learn, share and discuss all things Zoho
A big warm hello to the Zoho Community! We're excited to invite you for some lively Zoho discussions at our upcoming ZUG meetups to share and discuss all things Zoho. Our Zoho User Group (ZUG) meetups are designed to bring our community closer together,
Is there a possibility to cancel workflows if the triggerconditions aren't met anymore?
Hey, Question is in the titel. My case: We use automated rejection mails which are sent 3 days after everytime when a recruiter changes the status of a candidate to "rejected". In some cases (for example manual mistakes, changing circumstances so that
Ringcentral Phone Recordings
Hi, with Zoho we have a phone integration with Ringcentral. In the activity log we can see all conversation made with Ringcentral. Also Ringcentral records the conversations. However, these recordings do appear in the environment of Ringcentral itself
Addition charge for zoho recruit
We have asked for only 4 accounts in the past for staffing version of zoho recruit. I see it is charged for 12 users. Can you please correct ? Now we would like it to be reduced only to one account and that should be for admin account
Variable priced products
We provide services with variable prices and need to be able to produce quotes with several line items, but not fixed-price products. Can Zoho support this? It looks like I can only add products to a quote, and the product unit price is fixed.
Convert lead to deal
Hi All! I create fields rule in deal modules that when the stages was closed lost will appearing this fields as reason of lost and I put it as mandatory fields. But when I converted the lead to deal with any stages is showing in converted page I can not
Get Active Users, Collaborator, and Counterparty Type APIs
Following are the new set of APIs that we have added to our API collection: Get Active Users. To get the list of active users in the organization. Add and Manage Collaborators. To get, add, and manage the collaborators in a contract. Add and Manage Counterparty
Reorder Level Based On Branch Stock
Hello, Please implement a branch level reorder point feature. Regards
Remove the useless alert questions?
Just a note that sometimes the browser alert messages are completely useless and contribute to bad user experience. Like this one. I wanted to export data. Yes, I am sure. It is just a line of code in javascript that remained there since initial testings
Video feeds while screen sharing
It would be very relevant to have the video feeds appearing even while screen sharing as the presentor needs to capture the participants reactions whilst going through a set of slides
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Can Zoho give free periodic Credits to use / evaluate various Zoho Products / Services ?
Massenänderung des Status von Übermittlungen
Im Modul SUBMISSIONS ist es nicht möglich, den Status mehrerer Einträge gleichzeitig zu ändern. Ich habe 900 Einträge, für welchen ich den Status ändern möchte und wenn ich diese einzeln mache, brauche ich dafür eine Woche. Es wäre sehr hilfreich, wenn
Questions regarding community users
Can we limit users from creating new tickets but allow them to create/read the forum?
Current Date to Date field in workflow?
Hello, I created a date (not date-time) field for our tickets. I wanted to create a workflow which updates this date field to the current date whenever the workflow is triggered. Is it possible to do this? Something like date = now()? Thank you,
Zoho Sprints app update - Android
Hey everyone! We're excited to unveil the latest features and enhancements in the Android version of the Zoho Sprints mobile app (v1.2.6). Let's dive right into what's new: Item Filter in Board Module: We've introduced Item filters in the board module,
Zoho Sprints app update - iOS - manage 'Reminders' for Items, 'Release Fields' in log details view and add/ edit form of log hours and 'Offline Mode' for Items.
Hey everyone! We're thrilled to announce the latest update to the Zoho Sprints mobile app for iOS (v1.2.15), packed with exciting new functionalities that are listed below: Reminders Made Easy: With this update, you can now effortlessly add, edit, or
Cannot Update Custom Field Using Custom Function
Hi Team, I am testing a simple custom function in Customer Payments module. I created a custom field in customer with API name cf_avg_days_to_pay. However, this simple custom function won't update that custom field. Can you point out what am I missing?
Tags with spaces or hyphens
I'd like to be able to create tags with spaces, or hyphens as an alternative to spaces.
Create Custom Button
Objective: I would like to create a custom button that creates a record in another module, and transfers the data with it. Details: We have a vendor module, and also a "Vendor Request" module. When a Project Manager needs a new vendor we haven't used
Is sharing planned for Notebook?
Now that I have such lovely books - I want to share them. Is that in the plans?
Zoho Working Slow
Hi, We are repeatedly facing this issue were our zoho crm is working slow and takes a lot time to load impacting our business operations on a daily basis. We have already followed all the basic steps related to Cache clear, Using Incognito mode but still
Need help with a function script that adds active brands to accounts
Hi there, we are selling brands' collections to our accounts. We need to be able to easily see, which account is an active customer of which brand. The function would have to read the "Brand Name" (field) from "Deals" (Module) that are related to "Account"
Auto generate Bill #
I have a few vendors that don't send me bill (or at least don't send me a bill for a long time). I end up creating bills from received PO items. When I convert to bill I have to enter a Bill #. It would be nice if zoho would either create a unique Bill # for me, or even better a unique Bill # tied to each vendor. Thanks, -Tom
How do I match changed items?
I have issued invoices where the item was xyz and is pointed to sales-general, for example. I have changed the item to point to sales-something else. When I run a profit and loss report the item still is in sales-general. What I want to do is refresh
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