How to send Email Notification by Contact Language
Hello Community, In our organisation we help people from different parts of the world and thus most of our resources and communications are in 2 to 3 different languages. This has created a higher degree of complexity and there are some key tools that
CRM feature request : possibility to add custom user field in Meetings/Activities
Hello, We have this request that has been transmitted by multiple clients. In CRM / Activities / and more specifically on Meetings, we cannot add User type fields. Use case : The meeting is planned by a presales person for the sales representative, but
undo convert?
I mistakenly converted a lead to an account. How do I change it back to a lead?
ZoHo Survey
Is there a way for my agents to populate some information before the survey goes to the customer? For instance, if we work with a 3rd party service to complete the job for our customer is there a way to include the name of the 3rd Party Service so we
Chart your path to Zoho CRM success: Classroom training now open in multiple US cities
Greetings from the Training and Certification team! As you turn to a new page on your calendar, it's time to look ahead to new opportunities. We're excited to present another fantastic set of trainings to wrap up this year. Our fall courses promise to
Configure access in field customization
Please look at the attached image & explain to me why this configuration should throw an error ?...
How to use Campaigns as Seasons - Fashion Business
Hi there, we are running a fashion sales business. It's common in this business to work with Seasons. We sell collections of brands to Clients (B2B) within four seasons per year. These seasons don't correlate with quarters! I was thinking to use Campaigns
Recording project risks
Does Zoho projects include the facility to record risks and issues related to a project? If not, is there the facility to get round this by creating a custom entity? I can only find old posts saying this functionality may be added in the future or to purchase the bug tracker module separately? Many thanks
Link item in purchase order to Customer
Is it possible to link each item in purchase order to a customer which would create an associated list, so I can easily find where, when and what my customer have order from us. Thanks!
Quotes in Zoho Inventory
Hello everyone, We are currently looking to implement Zoho Inventory for order management. The business workflow covers the "Quote/Estimate" cycle prior to the creation of a sales order. We track all activities within Zoho CRM, including the leads and
Using coql with Deals module
Hi, I am getting an error: Status: error Code: INVALID_QUERY Details column_name: Pipeline Message: column given seems to be invalid Every other field in Deals module work just fine. What could be the problem here?
Idea - Zoho CRM Workflow trigger for when the number of a Record's assigned Relate List Records changes.
To explain the Idea, I will describe my issue with an example: We have two modules in Zoho CRM: Module A and Module B. Module B is a "Related List" when viewed from Module A. Essentially, multiple records from Module B can be linked to a single record
Please update the theme of the bookings page to be more elegant and in line with competition.
I spent a couple of hours evaluating this tool, but the fact that the booking page looks like a college project makes it unusable for us. This is a professional looking and easy to use booking page from a competing product. This is not professional looking
Multi-brand portal | Unique User Base | Permissions / Invitations
Hello there, the help doc on the topic unfortunately doesn't answer all my question, so I'll ask it here. If I select the uninque user base, what are the specific steps for invitation? How does the group assignment work? I want to unlock an end user only
Slash command
Hello, I created a form in Zohocliq. Here is the code: { "type": "form", "title": "FHG Orders", "name": "FHG-Orders", "hint": "This form takes input from telesales for each order to be sent to DAs", "button_label": "Submit", "inputs": [ { "name": "date",
Aggregate formula
Aggregate formulas can be used to efficiently summarize and visualize vast datasets, enhance query performance, ensure data quality, simplify complex calculations, and facilitate historical analysis for better decision-making across our organization.
Save attachments on Ondrive
Hello ! I could add the Onedrive plugin, so I can add files for sending. But how can I use the other way : Save attachments directly to Onedrive ? Thanks for any help ... Bye, Martin
Are you my Client Script wizard?
Hi Zoho Community! <3 I hope someone can help me with a JS-problem in a Client Script. I've been spending days on this, getting no where. I've tried ChatGPT, asked around in my network, nothing - so you guys are my last resort. And the thing is: It should
Client Script Error reason
May I know what's the error of my Client script. It suddly become wrong since today... It had worked few weeks
Data imported into CRM is not synced to Analytics
I set up the integration between Zoho Analytics and Zoho CRM, and imported data into Zoho CRM using CSV. However, the data imported using CSV is not synced to Analytics. Delete the data source and set up the integration again to synchronize. Is there
Introducing the Doc Scanner integration with Zoho Sign
Hello, We're thrilled to announce that Zoho Sign has integrated with the Doc Scanner app. You can now scan your paper or handwritten documents and securely sign them using the Doc Scanner app by Zoho, available in the App Store. What is the Doc Scanner app? Doc Scanner is an iOS app built primarily for the purpose of using your device's camera to scan physical documents. Doc Scanner can, thus, be used to convert paper documents into digital files and store it all in one place. Key features The
How to calculate Time Spent per Agent?
Hello community!! Any tips on how to have a column calculated with the total time spent by the agent? The time spent is added to the Ticket/Activity Time Entries. I was unable to create a column that would allow me to add up the hours spent and display
Composite emails related list
I have transactional emails across multiple modules defined as actions in workflow rules. I also send emails directly from CRM either as mass email or individual. Such sent emails are visible as related list, e. g. inside a Contact record. Is there a
Integration between Outlook and Zoho Analytics to analyze the number of e-mails sent/received
Hi, Is it possible to integrate Outlook and Zoho Analytics? I want to analyze the number of e-mails sent to and received from leads and clients. So it is not about the content of the e-mails, but only the number of e-mails per lead or client
Sharing graphs and data tables between workspaces
I'm wondering if there is a way to share graphs and data tables between various workspaces? For instance, if I wanted to add a graph to several workspaces, is this possible or do I need to recreate the graph in each individual workspace?
Problem in sending mail - while doing IO operation
Hi Zoho, Since this morning I'm not able to send mail using Zoho mail. When I click send, I receive an error "Problem in sending email while doing IO operation". Please help me urgently as we cannot contact our customers. Thank you, Bart
Schedule a Cliq Message
There are many times when I am up late working or working on weekends when I want to send a team member a Cliq message but do not wish to disturb them during their off time. It would be really great if I could schedule the Cliq message to be delivered
Creating an Account from Deals
Hi, I am trying to make a function that: Create a new Account from Deals. and make the contact Is_Primary_Contact Associating Record Deal with Account I am using this function. Runs well. It is just missing Associating Record. mp = Map(); mp.put("Account_Name",dealname);
Auto Payments
Hi there, I want to turn off auto payments from my billing. Whenever I need to pay I will use my other bank cards. Thanks.
zoho creator filtering reports on pages not working
Hello, I am having an issue on filtering reports inside page . When I embed a report into a page, the filters that are set when configuring that report are being ignored when accessing the page. it happen once I add Collection variables on page functions.
Why is there such a difference in available functionality between Internal & External Connect networks?
Zoho Connect looks to be a fantastic application for building a community platform. The intranet capabilities look fantastic; however, as I trial the extranet (external network) capabilities, I'm finding it frustrating that there is such a difference
Parser Email Inbox
Where can I get access to the parcer email inbox so I can find my email forwarding verification code?
Zoho User Group (ZUG) In-person meetups - APAC
Hello everyone! Our Zoho experts are visiting your city to meet you in person and help boost your organisation's productivity. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meetup in your city now.
Responsive Youtube Video Embeds
Hi, I am using an older template (before the newer responsive templates) which works very well when viewed on a mobile device, with the exception of embedded YouTube videos on my site. Viewed on my iPhone 6s, my Youtube videos do not resize properly in Safari. In Chrome mobile they resize properly only if the iPhone is held horizontally. My understanding is that additional CSS code would be necessary to ensure proper video resizing, but I'm not a coder. I am wondering if updating my site to a
Company pre-defined field is not showing up in field mapping
When I convert a lead to a contact the company name is not able to be mapped to the contact. It isn't even in the field mapping list of fields. Should I delete the pre-made field and make a custom one as a work around or does anyone have a clue as to
Custom design invoice template as per our own design
Hello Guys, is there any way that we can get a invoice template design as per our design and need without using the template already available in zoho book. Any suggestion would be helpful. Thank you
How can I build this graphic on Zoho CRM?
Hi, let's see if anyone can help me with this, please! I would like to create a report on Zoho CRM with a graphic that shows: - Created records that meets certain criteria shown week by week - A second wave in the graphic that shows those same records,
How to make item transaction in zoho inventory
Hello Sir How to make item transaction in zoho inventory . Thanks
how to add freight charges in sales invoice under item line
how to add freight charges in sales invoice under item line
I cant change my email signature.
I can add as many email signatures as i want but i cant switch between them, i also cant edit the one i'm using either. The email signature shows a padlock in the top right which i assume means its locked in some way but i cant work out how to disable it. Thanks Billy
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