Show password category in various UI areas
There's a way to show passwords by category, but this is the only place to see the category. It would be nice to see the password category in other areas. As a column in the password list on the "All Passwords" screen As a column in the password list
How can I view the log in activity on shared passwords?
I'd like to view the activty of my shared passwords. E.g. when a user logged into an account. Is this possible?
Zoho Sheets: Can I Preset Formulas?
Hi, I'm looking for the best way to export Zoho Analytics Reporting. There is additional calculations that we want to make once the report is in Sheets/Excel. What we are wondering is if there's a way to preset formulas so that once a report is exported
Function-20: Create Events automatically on specific days of the week
Welcome back everyone! Last week, we learnt how to add leads to campaign records at the click of a button. This week, let's look at a custom function that helps you create events automatically on specific days of the week. Business scenario: Customer visits are an integral part of most sales processes. Apart from aiding you close sales efficiently, meeting with customers help maintain an ongoing business relationship, a critical component in customer retention. The Event records in the Activities
Ambiguous Limit Exceeded
I imported an excel file. When I filter a specific column it pops up an error saying : Limit Exceed for maximum characters in cell. List has thousands of rows. How do I know which cell caused the limit violation ??
Custom button that creates a task
Hello, Is there any way to create a custom button on the deals module that creates a task? I would like the button to open a pop-up and the deal owner to fill in the details about the task (due date, task owner etc) Thanks, Have a great day! :)
Our user can't see 'Close Task' button
I am as a Zoho CRM Super Admin can see the 'Close Task' button in Task module like this but unfortunately the user (Sales) can't see that button I think I have given the correct permission, the 'Sales' can view, create and edit so could you please help
force close
it is force close when i start editing on mobile phone
New sync CRM- Campaigns
Hi all, What's the exact deadline to migrate to the new immediate sync system CRM- Campaigns? We're still using the old daily model and it's working fine so far, with no prompts or notifications to migrate. Thanks!
Workflow to change Account type based on order activity
Hi there, I need some help with automations. We have three account types (Prospect, Lead, Account) in the accounts module as a pick list. I would like to set the account type partly based on order activity. 1. when an account has placed an order the type
Reduce receivable value from Housing Society Member
Hi, I am using Zoho Books to maintain records of transactions for our housing society. I passed all due entries for every owner with respective monthly maintenance fees. I then passed entries for cash payments that I received from the owners. From the
Attributing revenue to Zoho Campaigns through Zoho Analytics
Hi, I've just recently setup Zoho Analytics for our account and have made a dashboard which includes Zoho Campaigns, Zoho SalesIQ and BigCommerce (Our Ecommerce Website). Trying to setup a report that details our revenue per campaign. (Linking BigCommerce
Zoho CRM is very slow now
Hi , Somebody have same issue? is there any support help with me.
Telephony Question
Can we import and use existing numbers so we don't have change over to new phone numbers?
Processing Audio Data from an Audio Input Field in a Form
Is it possible to use the audio data submitted in an audio input field and process it using an API to convert from speech to text? If this is possible, please let me know the steps that will be required to be followed for this. Thank you
Prefilling Zoho form fields via aliases, for a form that is already embedded into a website.
The ability to prefill certain Zoho Forms field through an alias is a really helpful feature for our clients! We're wondering how we would be able to leverage this if we already have the forms embedded on a website of ours. Let's say I have the form embedded on: www.examplesite.com Is there still some way I can append parameters to the URL that would prefill the fields in the form link?
How To Give Access for Zoho Analytics
We are using Zoho Analytics for Prestige Park Grove to monitor our client's activity But We Need to Share the Access With Our Crew Members and maximize how many people can have access to that Please Help Us to resolve with this issue
Kaizen #103 - Bulk Write API using PHP SDK (v5) - Part I
Hi everyone and welcome to another amazing Kaizen week! This week, we will discuss and explore Bulk Write API in detail, and how to implement the same using Zoho CRM PHP SDK. Please note that the information in the article holds true for Zoho CRM PHP
Unable to Send Emails from ZOHO CRM - Error Message and Troubleshooting
Hello, I am a user of ZOHO CRM, and I've been trying to send emails from ZOHO CRM for the past two days without success. The error message I am receiving is as shown in the screenshot below. I have performed the following checks to investigate the issue:
Copy into CMS
Our CMS has an editor based on CKEditor. When I copy text from Zoho to the CMS editor it doesn't carry across any of the formatting, even simple formatting like Bolds. I don't have this issue with Docs of Word? Any suggestions?
Only send ticket closure email once.
Hi, Currently, once a ticket is closed an email is sent to the contact to let them know the interaction was closed and asking them for feedback. Most of the time, that is the end but sometimes the contact will have extra questions which will cause the
Add Rules That Verify Fields in Zoho CRM
We use Zoho Forms to do account name changes (account names are not synced between Zoho People and Zoho CRM or Zoho Projects and Zoho CRM). It would be helpful if Zoho Forms could check for a duplicate value (the value must be unique) as a rule or some
Announcing ZUG USA Meet-ups - Interact with Zoho Projects & Sprints Experts
We regret to inform that the scheduled meet-ups in USA have been postponed. We will announce a revised schedule once it is finalized. We are excited to announce the Zoho User Community initiative to engage with you in person and take you through Zoho
Zoho Tables instead of ZC's Spreadsheet reports?
Zoho Tables - A No-code Work Management Tool Could you believe that. How easy data entering would become in ZC... Going seamlessly from list to Table reports. Glad to see Zoho putting efforts in this, while Airtable cannot compete with ZC in so many ways,
How to fix Invalid Auth Scope?
Adding a Reference Number to UPS labels and printing labels directly
Hello All, We have been using Zoho Inventory for a couple of months to ship our products. It works fairly well with a few issues. One is, we want to the Reference Number from our Sales Order to print on the UPS labels. We used to be able to do this with
Is it possible to segment lists based on location?
I'm considering switching from Mailchimp to Zoho CRM & Campaigns, but I have come across what looks to be a show stopper. It does not seem possible to segment Zoho Campaigns lists based on location, which is a critical feature for me. Specifically, can I created a list or segment based on distance from a zip code, as is possible in Mailchimp ? If anyone out there has insight, I'd appreciate the help. Lawrence
Accounting on the Go Series-2: Seamless Expense Management with Zoho Books GPS Mileage Tracking
Welcome back to the “Accounting On-the-Go" series. In this post, we're delving into a feature that redefines how you manage expenses on the move. Consider a growing business with multiple salespeople, and professionals who are on the road daily, covering
Leads Scoring
Dear Zoho CRM Support Team, I hope this message finds you well. I am writing to report an issue I have encountered with the lead scoring functionality in Zoho CRM. Specifically, I am unable to add decimal points to lead scoring, and I am also unable to
FaceBook Groups Not Staying Connected
I add my facebook group to my account and it connects. Then it just disconnects and tells me to reconnect. I've sent emails about this and no response. How come Zoho doesn't have a customer service chat on their site like many others? Makes no sense to
Zoho CRM app (Android) visual notifications on incoming call
Hi I have an VoIP setup with Zoho CRM's Twillio integration. I can call out using the CRM and incoming calls are logged as activities However, when someone calls in, I don't get a visual notification on my phone for which i can click to answer ? How do
Info Logging for Demo Users
It'd be very helpful if we could still get info logs when testing in the development environment using demo users with different permissions. A lot of times I'm using deluge to do different things based on the permissions and would like to validate across
Support to add profile picture using a web url
Hi, Currently, Zoho Recruit only supports adding profile pictures for applicants by uploading one from a computer. However, this requires downloading one and uploading it. So having an ability to paste a web link of image e.g. from Linkedin profile of
New Invoice to Include Aging Summary
I would like to click New Invoice and have the Aging Summary included (if I haven't a recorded payment to that customer). This should be included with Recurring Invoices as well. I have attached a .gif image showing an example of what I mean.
Number Format
How's to format numbers in Indian Style, like Lakhs and crores? Can anyone help. Thanks
URGENT: Is Wiki demise imminent? Timeline?
To my horror, today I see at https://www.zoho.com/wiki/ "Zoho Wiki is now Zoho Learn". I don't know if this is a new message, but regardless, this type of message suggests that at some point Zoho Wiki will no longer be Zoho Wiki. 1. I would appreciate
Elevate your documents with Org Default Templates in Zoho Writer!
We have an exciting feature to share with you today that will take your document creation process to the next level: Org Default Templates Let's dive right in! Organizational Default Templates streamline document creation for org members with predefined
Sandbox
Hello, Would you please implement a way to import data from CSV into the sandbox? Currently, when I go to import in the sandbox, the display is different from the production environment. I can import the test data prepared by Zoho and the data from the
Double quotes in the header of the query table
Hello. I have created a query table in analytics and exported it as a csv file. Then the header row values are converted to double quoted values and output. English values are not enclosed in double quotes, but Japanese values are enclosed in double quotes.
Limit Forecast Values Below Certain Value
Hi, Just wondering if there is a way to limit the forecasted values from going above a certain value. What we are measuring should never go above 100%. Can I set it so that anything predicted that is over 100% just defaults to 100%? Thank you!
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