Multi-picklist aggregation
I would like to decompose and aggregate the multi-picklist values. Currently the graph looks like the attached image. [Option1] x1 [Option1, Option2, Option3] x1 I would like to aggregate as follows. [Option1] x2 [Option2] x1 [Option3] x1 Is there any
What's New—September 2023
Hello everyone, We spent September working on a couple of under-the-hood improvements to make your event planning experience more smoother. Here are the latest updates from Backstage. Sponsor categories can now be configured with the MAD currency. You
Zoho Creator - [Free Webinar]Learning Table Series for Insurance
Hello Everyone! For the month of October - Bringing on to your table - Zoho Creator for Insurance 12 Months 12 Industries Insurance Industry The insurance industry: The safety net in an uncertain world - Whether it's safeguarding health, home, car, or
Charts in Zoho Show: How to Format Axis Labels?
I'm building a chart which requires relatively lengthy X Axis labels. At a readable font size, the labels are automatically angled so that they don't overlap one another, but I don't like the look of the angled labels for this particular project. What
Prefill Name of Sign Form
Hi, Is it possible to pass a value to the name/title of the Sign Form through the URL? We are able to pass values to the actual form (email, address, etc) but we want to be able to title each form different based on a value passed across through the URL
Mass Workflow Rule
Hello, I need to create a workflow rule that ticks a certain box when criteria is met. When an enquiry comes in that starts with certain letters in the postcode, i.e IP1, then it ticks the box. Simple, however, I need it to trigger on 475 different postcodes
Remove ---- on <time> <name><mail> wrote ---- tag when reply to Emails
Hi, ---- On Fri, 12 Aug 2022 01:07:29 +0200 "Name"<sample@mail.com> wrote ---- 1- What is the necessity for the existence of this line? 2- Is it possible to delete this line that is generated automatically from the reply emails?
Read Only Field after Entry
Is it possible to make a field read only after entering information? For example a decal field for tracking assets.
Entity ID in 'Zoho CRM - Send email template' in Zoho Flow
I am setting up a flow to add a new contact to mailchimp when a new contact is added in Zoho CRM, and then send an email template to the new contact. I'm coming unstuck on the second stage when asked for the 'Entity ID', what does this value relate to?
Home Page Components
Hi, I noticed you have changed the design of the home page for Zoho CRM. This is good and all, but may I request that you make the 'Components' vertically smaller? It would be nice to have at least two components appear on one page without having to scroll.
auto fill fields in zoho crm
hello I hope you can help me I have two fields in quotes name of the contact and email I want that by filling in the name of the contact manually the email field is filled in automatically and I will perform this function but I have no results. QuoteidStr = Quoteid.toString(); ContactDetails = zoho.crm.getRecordById("Contacts",Contactid); mp = Map:String(); mp.put("Email",ifnull(ContactDetails.get("Email"),"")); updateResp = zoho.crm.updateRecord("Quotes",QuoteidStr,mp); info mp; info updateResp;
Users can now delete their Zoho Account from within the Zoho Mail iOS mobile app
Hello, In the latest version of the Zoho Mail iOS mobile app (v2.7.4), we have brought in the below enhancements. 1. Users can now delete their Zoho Account as per Apple's guidelines from within the mobile app. To close the account, please follow
Tiny Tip Tuesday #62
One valuable tip for optimizing your survey analysis is to integrate Zoho Survey with Google Sheets. This integration allows you to automate the process of transferring survey responses to a Google Sheets spreadsheet, allowing you to conduct real-time
View Zoho Mail through CRM as Web tab
I'm really struggling to get my sales reps to move from their gmail to zoho mail. I think one way I can do this is if they can view their email from within Zoho CRM. So I tried to create a webtab with mail.zoho.in but it cannot display? I did some research
My Zoho Story #3 10を超えるZoho サービスを活用 〜マーケティング・営業・会計業務編〜（箕輪 泰子さん）
こんにちは。Zoho コミュニティチームです。 「My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。 今回ご登場いただく株式会社コンテックス 箕輪 泰子さんは、機械開発支援や技術系の産業翻訳・通訳事業を展開する同社の中で、システム運用担当者の役割を担っています。箕輪さんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。
Invokeurl Basic Auth in Deluge
Hi Team I need how to use invokeurl for to create a Basic Auth, for example, the payload no problem, but the headers is my doubt username: user001 password: ghghgjg777 response = invokeurl [ url :"https://someurl/a.xlxx" type :POST parameters:payload
How do I filter records that have a value before a future date (i.e. today + 3 days)?
I would like to create a report on Friday that shows all of the opportunities that have a Close Date before the following Monday. For example, if today is Friday, September 29th, I would like the report to list out all opportunities that have a Close
Wizards on Records?
I basically have a custom module with records in it that get shipped. I need to present a wizard (dynamic fields/info based on record details) that someone uses to pick/pack/ship the order. Its a specific process, everything shipped is custom. This is
How to create Top 10 customer or product sold dashboard from Invoice in CRM
Hi, As title mentioned, how to create Top 10 customer or product sold dashboard from Invoice in CRM. It seem that there is no option for "Invoice Item" in dashboard. Thank you
Improve your A/B testing with Zia suggestions
Dear customers, We're thrilled to announce a suite of enhancements to our webform A/B testing feature in Zoho CRM, brought to you by Zia, designed to make your testing process more intuitive, efficient, and results-driven. The enhancements will help the
Zoho Sites
Greetings. Can you create customized websites or designs on Zoho Sites? For example, I found a site that I like. I want to know if I can copy the design or code of another website and create the same design on Zoho sites.
Embedded Zoho Forms with GTM
Hi! I have a form embedded to my webpage. I have also made the GTM tags and triggers, though nothing is firing when I debug. What seems to be the problem?
Ability for Sign into several accounts simultaneously using a single browser tab, much like Gmail
Can we have the ability for Sign into several accounts simultaneously using a single browser tab, much like Gmail ?
自社事例報告：ZohoBooksからマネーフォワード請求書にデータを送るシステムの解説をしました
ZohoBooksからマネーフォワード請求書にデータを送るシステムの解説をしました Zoho中心の半自動化システム構築 MAからCRMにデータが入りBooksで販売管理して請求情報をMF請求書に送る 逆にMF経費でクレジットカードや社員の精算はZohoBooksに送る これによりZohoBooksでは管理会計 MFクラウドでは財務会計が連動 もちろん電子帳簿保存法も対応できてる データの更新はボタンひとつで数分で終わる 今回は『CRMにデータが入りBooksで販売管理して請求情報をMF請求書に送る』
No Sound?
New user of Zoho Assist. Just tapped into the other pc remotely and all works smoothly except no sound. There are no settings in Zoho to turn that on or off that i can find and both this pc and the other are not muted and working properly. Am I missing
Does Zoho offer payroll integration in the United States ?
Does Zoho offer payroll integration in the United States ?
Can we have a "DO YOU KNOW SECTION ?" which can talk about interesting facts about ZOHO ?
Can we have a "DO YOU KNOW SECTION ?" which can talk about interesting facts about ZOHO ?
Announcing Twilio SMS - Zoho CRM messaging Extension
Extension Install link: https://marketplace.zoho.com/app/crm/twiliosmszohocrm Help guide link : https://help.oapps.xyz/portal/en/kb/articles/zoho-crm-twilio-sms-integration Demo Video : https://youtu.be/WYtBeBwQ6S4 Twilio allows software developers to
Filter dropdown lists
How can I filter the data users can select from a drop-down list? Example: A sales person wants to enter a sales meeting it had. He selects his name from a dropdown list and after that he wants to select the company he visited ( he previously entered the company in another form, with all its details ). How can the dropdown list with companies filter only the companies he is accounting for?
How do I pass the Tax rate on items in Books to CRM Products when synced
This simple requirements has alluded me. I have setup Books as it is the only place I can produce a quote correctly for AU with GST and have established a Sync between Books and CRM with 2-way of the items / products (I really wish Zoho would use the
PostFix: Reason:530 5.5.1 Authentication Required
I am trying to setup PostFix to be my local SMTP replay for all my services to send alerts to myself. However, I am not able to authenticate with the Zoho SMTP service to send messages. The log says the following: Sep 22 13:15:29 core postfix/qmgr[168993]:
Footnotes
Does that Android app have footnotes functionality? I looked everywhere and couldn't find it but I liked the feel of the app and wanted to be sure.
Zoho Desk Contact with Multi-Account association
Hello everyone, Zoho Desk has had the good idea of offering a feature that allows a Contact to be associated with several Accounts. It's a good idea... but it hasn't been thought through thoroughly enough because this action, although useful in itself,
Any luck reconciling payouts from Shopify with Invoices?
We have Shopify integrated with Zoho Inventory and for the most part it works well. Once we got a script going that automatically creates packages from Sales Orders that come in from Shopify. But having to manually reconcile Shopify payouts in our bank account with the correct Invoices is TEDIOUS! Firstly, the amounts aren't the same due to the processing fees they charge. So you have to kind of guess, or get your calculator out. Secondly there might be multiple orders in the one payout. Just wondering
Sorry! There was a problem saving this spreadsheet. Please Try Again (Error Message)
Hi, I'm using PHP laravel framework for this Zoho Sheet intergration. My problem is I can't save my sheet after edit it. I've already ensured the saveurl is accessible. The saveurl also using HTTPS. Error message when save in Zoho Sheet My Code Thank
Tip#28: Project Timeline Gantt in Zoho Projects
Hi Folks! As part of the tips and tricks series, we are back with a tip on Project Timeline Gantt. Here’s how you can use Project Timeline Gantt 1. Prioritize your projects based on percentage completed and focus on the projects that are currently in your pipeline. Hover over the project name to know percentage completed. 2. Visualize your projects on the Gantt plotted for 3 consecutive years - previous year, current year and next year. You can adjust the timeline view from fit to max. 3. Navigate
【Zoho勉強会Vol.3】ZohoCRMカスタマイズ初歩講座 〜タブとワークフローのカスタマイズ編〜
皆様初めまして、Zohoパートナーの株式会社etikaと申します。 この度、Zoho勉強会を開催しますのでお知らせします。 Zoho勉強会とは・・・ Zoho Japan主催＆株式会社etikaが事務局を担当し、福岡でZohoユーザー（もしくは検討中の方や興味がある方も対象です）の勉強会を定期開催しています！ Zoho導入企業様はもちろん、CRM導入検討中の方やCRMについて理解を深めたい方に役に立つ内容を勉強会形式で学んでいければと思っています。 Zoho勉強会Vol.3概要 日 時 ：2023年10月5日（木） 16:00〜17:30
Authorized Website Will Not Load
Hi - we've been using Zoho Invoice for 5 years with few (no?) issues. But yesterday it refused to load in any browser, with the message below (where xxxxxx is our domain name). We have made no changed, and the URL below still appears in our list of Authorized
Dark mode in Zoho Sheet—Work with comfort, night or day
With working from home becoming more and more common this last year, we at Zoho Sheet understand that conventional working hours for many people across the globe have changed. That's why we're pleased to say we're making it easier for our users to work
Look Up Ticket by Ticket #
Zoho Desk has no good and quick way to pull up a ticket given that ticket's ID. There needs to be a quick and reliable way to do this. Many other systems accept the Ticket # in the URL. This is simple, easy, very quick, and lets us dynamically link to any ticket. Zoho Desk does not support this. Searching by Ticket ID is the next fastest thing. This works great until it doesn't. The search bar only searches a specific date range unless you go to the search page and change it. That makes sense when
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