Best way to re-publish jobs
I need to re-publish some of my jobs that have gotten old and lost traction on the job boards. What is the best way to do this? Should I clone the job and put the old one on hold?
Marketer's space - Understanding portal roles in the new user management system
Hello, As part of our new user management setup, we recently introduced portals and workspaces. Portals enable you to manage multiple products under a single brand within a single account. Workspaces are the spaces you can create within a portal for individual
Deal Create button on Contact view page assignes the Deal to Account record only
Hi, I've added a function as button to my CRM which should create a deal record from a contact view page. It roughly works. However the new deal record has Account popullated field but not Contact (it looks like the Contact lookup field in Deal module
Introducing customization in the Unsubscribe page
Dear Customers, We're excited to announce a long-awaited enhancement to the unsubscribe link feature: the ability to customize the message on the standard unsubscribe landing page and success display message. Recognizing its value, we've introduced additional
Photo Upload Field: Reduce File Size
Hi Zoho Team Do we have a roadmap for this topic to reduce the uploaded file. As of now, we noticed that whenever our Engrs. upload a photo onto our service report app, Creator will retain the original file size. Unlike Zoho Forms, it does have an option
Not All Zoho Subscriptions are Synching with Zoho CRM
Hi, there! We have noticed that only some of our subscriptions are actually being pulled over to CRM. I have checked, double checked, and triple checked that I set up the integration correctly in both Subscriptions and CRM and did it exactly as it says
Zoho User Group (ZUG) Meetup: A Spectacular Kick-off
Hey SalesIQ enthusiasts! Our Zoho User Group meetups are on full swing and we're thrilled with the incredible energy and insights shared during our recent SalesIQ ZUG meetups in USA. Don't just take our word for it – here's what our attendees had to say:
Forecasting in ZOHO Subscription
Hi, I want to know are we able to get forecasting reports from zoho subscription. Assume, there are 10 customers subscribe different plans in different products which will expiry in different dates. As I admin, I want to know what will be the revenue
Subforms can now be marked as required
Dear All, Hope you are well! We are here with a heads-up about an important enhancement for Subforms. Let's go! Including a subform to a record layout is a great way to store supplementary information about the record. Be it the list of products purchased
Next years Vacation counting this Year
We allow for vacation days to 100% carry forward to the next year AND we allow for employees to request leaves in the next calendar year. My issue is if an employee runs out of vacation days in the current year and they request vacation that crosses both
Hiding new task buttons in Gantt chart
In Projects' Gantt charts, the left column looks like this: First milestone ___Add task list Second milestone ___A task list ______Some tasks ___Add task Is there a way of hiding the orange buttons for creating the tasks and tasks lists? For me, they
PHP SDK Object in Sandbox, Array in Production
I'm using the PHP SDK to connect to the Zoho CRM API to retrieve Quote data. Within the data returned are details of the quote owner ("Owner") and products ("Product_Details"). On the production version, the Owner and Product_Details are arrays so I can
Mail Merge never sends a record
Hi, I am sending a mail merge of 379 contacts. it merges correctly but then in the 'status page' no record is every merged and sent. Any idea why? Cheers, Dan
Project View List
"Hello everyone! I'm using Zoho CRM and would like to know if there is a way to differentiate between active and completed projects in the Projects module. Currently, I see both completed and active tasks in the same list, and it becomes challenging to
Hourly based project hour Calculate automatically or not ??
How to create invoice of hourly cost in zoho project ?
Timesheet Rejection Notification
Time Log - In our Organization we have several "Approvers" (Admin user) of time log hours. During the month the "approver" checks all the time log of our employees wich are in "Pending" state and approves/dissaproves them. if the log is rejected - a reason
Bug in Setup search
Searching in the setup does not take you to the setting, instead it redirects you to zohoone. The behavior was tested on different PCs, browsers and incognito mode. Anybody else have this problem?
【9/22(金) 開催】Zoho コミュニティ 出展のご案内「Zoholics Japan 2023」
お世話になっております。Zoho コミュニティチームです。 9月22日に開催するZoho の自社最大イベント「Zoholics Japan 2023」Expo Hallにて、Zoho コミュニティのブースを出展する運びとなりました。 ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ Zoholics Japan 2023 内 Zoho コミュニティブース Expo Hallオープン日時：2023年9月22日（金）11:00〜16:00 *イベント自体は10:00〜18:00
Adding multiple pipelines in Potentials module when converting a Lead.
Hi Im trying to create our new lead-structure and hopeing your can help me out with some issues. I would like to create multiple pipelines in the Potentials module, when a lead is convertet. In our setup, a lead can sign up to 10 different products. We
Row exceed limit in Zoho Analytics
Hi, I am generating the reports in Zoho Analytics by syncing the data from the Zoho desk. As soon as I moved to the live plan, the limit was about to be exceeded, though I specifically asked whether I'd face any issue with this, and the presales rep said
Cannot drag and drop reports into dashboards
I have been building a new dashboard for awhile now. Today I went to add a new report to an existing dashboard and it just has a red x when I drag it over. I thought it might be report or dashboard specific. I then tried standard reports on the existing
Send alert on incoming e-mail from customer, prevent alert on incoming e-mail from agent
Hello, Here is what I would like to achieve: I want to send an alert to the customer (to the contact associated with the ticket) when the ticket meets certain criteria (for example, when it is closed). But this should not happen if an agent forwards an
Is Zoho Webinar Part of Zoho One
Hello all, Is Zoho Webinar part of Zoho One? We tried to access it and it says that our trial has ended and we need to move to a paid plan. Thank you!
Square payment onsite applied to existing invoice
I delivered some product to a customer at his home and swiped his credit card (Square) for the balance of the invoice. The square transaction came into my square clearing account and deposited in my bank account automatically but it needs to be applied to the customer invoice. The payment shows in my bank account and feed and the cash is treated properly. However I do not see any way to apply that payment to the existing invoice.
Prepare the data in Excel to Multi-select Pick list Field
Hello! How can I prepare my data into Excel in order to inject the multiple values into a "Multi-select Pick list" Field? I figure that I first insert all the possible values into the Zoho field, and then I prepare the corresponding field into Excel this way: Value1, Value2, Value3 Is this correct? Thank you! François
P&L Reports
How can I remove and invoice from the "Adjustments" sections under Cost of Goods Sold, and transfer it to Production Cost section which is also under Cost of Goods Sold?
Description and items - Suppliers reports
Hello, I would like to edit a report in which i can see, for each bill created, the detailed description/items registered while creating the invoice. Example : Date Supplier Total Description 12-12-2023 Uber 15€ Taxi Paris Conference Would it be possible
Custom Invoice Numbering
Invoice numbering is an important issue in many countries. At least in mine, to comply with legislation, invoice numbers must have a SERIES and a sequential NUMBER starting from 1. It is possible to reset the counter but only in the beginning of a fiscal
Tip #5: El módulo de Productos en Bigin
Tips and Tricks #5 para Bigin by Zoho CRM, por Alejandro Mora ¡Hola usuarios! Una vez más, seguimos con nuestra serie de Tips & Tricks sobre Bigin y durante el día de hoy continuaremos con la visita a todos los módulos de Bigin para descubrir cómo nos
Can Zoho Desk Integrate with Softr
Good morning, I currently have a platform, which is a combination of Airtable and Softr that I am using which is for clients to endorse their candidates for background investigation. Also, if they have any issues with their candidates because no reports
Workflow based on attachment categories
Is there a way to trigger a workflow based on certain attachments being present? e.g. In the Candidates module, if 3 attachments are present with categories of "Report", "Survey" and "Resume" then an alert will be sent (or a task created). I can only see criteria of "is attachment present" with a true / false response. Thank you.
No Way To Programmatically Update Zoho Project Fields
I love that custom functions can be built in the CRM. The custom triggers in Zoho Flow work well enough to update Tasks, Milestones, Bugs, etc. in Zoho Projects. However, it's extremely frustrating that there's no way to update the Project itself or access custom fields for Projects. The only options for zoho.projects in custom functions are: Get Project Details - a list of all project names and Ids Get Records - a list of all of one type of record (task, bug ,etc.) for a certain project Get Record
Format Number
Hello, I struggle with the format number settled in Zoho Books. I firstly had hard times finding how to convert a format like 1.000€ to 1 000€, and finally found how to do it into currency settings. But I still have problems with the "1 000€" format,
Duplicate email addresses in Zoho Subscriptions Customers
We use email address as our login ID for our app (as many saas apps do) and having multiple customers in Zoho Subs with the same email address causes a lot of problems for us in our connected systems. I understand your reasoning for allowing duplicate
Hide column based on cell value or form value
Spreadsheet question: I would like to hide column K when a certain value is entered in column D. How do I do that? Can a response on a form also automatically hide a column in a spreadsheet? I'm trying to help people narrow down choices (column of data)
Identifying teams through logos
Hello everyone! Identifying teams during ticket transfers has become easier! Sometimes, tickets demand immediate attention. This may be due to a security breach, last minute payment, or urgent technical issue. In the case of a last-minute payment, the
Zoho flow pricing is confusing
Does anybody know details about zoho flow features? such as tasks and flows? because I don´t understand difference between base monthly supscription and monthly supscription with features. Are features a 'must-have'?
How do I find out the user account id from an email ?
I'm creating an employee register by using an API from our HR system (not Zoho People) and I want to link the zoho account of employees to this record. However I can't use the associated email and I can't find a way to get the account id. For example
Client Script: Get/Change line items of quote
Hi, the new "Client Script" feature seems to be a pretty good thing. So there are now finally possibilities to support the user during data entry. I just wonder how to do this in the Quotes module. Here it would be very helpful to query product properties
Updating WhatsApp Associated Contacts
Dear Support Team, I trust this message finds you well. I am reaching out regarding a situation with one of our valued customers and an integration challenge we have encountered within Zoho Desk. Initially, this customer was already present in our system
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