Show up task unique ID
Hello, I'm trying to work with Zoho Connect tasks boards. But something is quite missing : I would like to show up the task ID on the card in the Kanban view, so it would facilitate communication by talking about tasks IDs instead of explaining the task
Scanning business cards
Hi all, I go to exhibitions and Id like to be able to scan business cards and create Leads from them. I think I can do that with https://www.zoho.com/crm/card-scanner.html . Id also like to be able to take photos of exhibitors products and attach those
Charity Account
Hi Community, The issue I have is this, we have a community account and use it to manage our books. Some times we receive charity donations from members which are bank transferred into our main account. I need to separate the donation into it own area/account
Adapt Mail Templates
Hi! We want to adapt the Mail Templates of Zoho Assist so it fits to our corporate identity. By checking the templates I can't see any possibility to add custom HTML code, remove the footer or the color bar on top. Therefore my question is: How can I
Trial to Free Version
Hi Support, When I was on a trial service using Books I had access to the 'Bills' function and created four transactions in Bills. I now have moved to the free version and 'Bills' is no longer a function that's available to me anymore. I now need to delete
Join us for the Zoho FSM Product Tour Webinar
Hi everyone! We are excited to announce the Zoho FSM Product Tour webinar. Field service businesses are often trying to juggle operational efficiency, customer delight, and profitability. With customers accustomed to speed and convenience, most businesses
What ever happened to Field Service Management
Hi some time ago i was given a demo of FSM by zoho. It lloked great and was told hopefully by the end of 2019. I thought i would look on the community and I can find no references at all and all the posts that use to be here seem to have disappeared.
No recibo mails especificos.
No logro recibir mails de Notificaciones, Newsletters de envios con tecnología "mandrillapp". Necesito poder recibir copia de los mails de marketing que enviamos desde nuestra plataforma de Email marketing y notificaciones de cambio de estado de ordenes
How to enable NodeJS in Zoho CRM?
Hello, I want to enable Node JS in my Zoho CRM account. How can I do that?
Increase Custom Fields in Standard Plan - From 10 to 50
Hi there, this is a feedback suggestion. It would be great if you can increase the number of custom fields from 10 to 50 in the Standard Plan. I feel like 10 is very few. And going from 10 to 155 (Professional plan) is a big step. Having 50 custom fields
Formula help
I could use some help figuring out a formula field... ${Journeys.Monthly Premium} is a currency field. If ${Journeys.Monthly Premium} is empty, I want to put TRUE in the formula field.Otherwise, I want to return the ${Journeys.Monthly Premium} in US dollars.
C6 - URL Filter for Pivot Tables and Pivot Charts
With the changes in C6 ... is there now available a way to filter Pivot Tables or Pivot Charts using URL criteria in Creator? This would be extremely helpful if we can filter like in Zoho Analytics. Creator is using Analytics for the Pivot Charts and
Cool hack to find your Zoho Mail ZB code
G'day! We have previously replied to several posts from Zoho Mail clients requesting their zb code. This is the code that is used to verify your domain when you first set up your Zoho Mail account. There are some cases when this code is needed again and you may not be able to get it from the CNAME record on your domain. The problem is once you have verified your domain the first time there is also no way of finding this code again from your Zoho Mail control panel. Watch this video to learn a clever
Zoho User Group (ZUG) in-person Meetups - Cape Town and Johannesburg
Hello everyone! We are thrilled to announce that registrations are now open for the upcoming Zoho meetups. Join us for an exciting day filled with learning, networking, and fun. Our meetups are a fantastic opportunity to connect with the Zoho community,
Is the "shared mailbox" a must to enable TeamInbox, or does it work with a distribution list as well?
Hi, I started with a distribution list for a team, as at this time it wasn't possible to create a shared inbox with the trial version. In the meantime I have the Zoho One licences and tried to setup the TeamInbox but it doesn't work. The mail I want to
set the sort order for any view
Need to be able to determine the sort order of any view you create. Need to be able to set the 1st sort, 2nd sort, etc. i know you can do that now clicking a column, but want the sort to be automatic when you use that view.
Unable to access Instagram
Hi I am unable to log into instagram since Zoho is asking to log in through FB to connect to insta. I do not have a facebook profile / account. How to log into Instagram using insta username and password only and nothing with fb
E Way bill and E Invoice Query.
While Creating the E-way Bill for Invoice, the goods are being transported by Rail, I do not have any Transporter ID or Details. While Saving the e-way bill an error occurs as "Transporter Details required". Hence i am unable to create E-way bill. While
Trigger Workflow when Item is Assigned to a Related List
Hello, My specific case is that I have a custom module called Assets. They are physical products with serial numbers. We assign an Asset (serial number) to a Sales Order so the fulfillment team knows which serial number to ship. Assets are a related list
Mx Records
Hi all i have mx records entered in dns correctly and zoho toolkit has verified it all however i am unable to verify it in admin area. we had emails working perfectly before but we have moved to another hostining and had to set it up again. site is
How do you remove name or account name from Permalink url?
I created a private form I want the public to fill out. So I did a permalink iframe without login. However when I load the iframe and right-click, View Source...my personal name or account name is in the url. How do I remove or change this? Thanks! Robert
Reply All - Adding additional recipient twice
Hello, I noticed recently in the Zoho Mail Client (Mac), that when using reply all, the message is created and includes the person you are replying to, both in the TO (as expected), but also adds them to the CC line. I confirmed this also happens in
Campaign Segmenting - Exclusionary not Additive
How do we do ONLY Board Members in Alaska through Segments What we mean is the intersection of those two lists rather than the campaign picking up both segments and adding them together. Can you pick a sub-segment within a segment? Is there a way to move
Integration with Qualtrics
Hi Zoho, Any discussion around having an OOTB integration with Qualtrics web survey platform? Thanks, Dennis
ZOHO Desk Extenstion - Getting Account ID
Hi, I am trying to create a simple extension for ZOHO desk so that our team can quickly navigate to the accounts and contact records in ZOHO CRM that are linked to the ticket. I have gone through the API documentation but cannot seem to get it to work.
Is it possible to generate a report with data greater than 6 months old?
I'm trying to generate a report of all open tickets assigned to engineering but the start/end dates limit me to the "Last 6 Months." We've been using the system longer than that and have open tickets that are older than 6 months but cannot generate a
Zoho Books Matching Expenses
apologies, wrong forum
Artículos cotizados
Hola comunidad Zoho, Hay posibilidad de llevar los datos de los artículos cotizados en otro modulo personalizado y que tenga un subformulario. Saludos
Zoho Mail iOS and Android app update - SecurePass Email
Hello Everyone! In the iOS and Android versions of the Zoho Mail mobile app (iOS v2.8.10 and Android v2.6.7), we have extended support for 'SecurePass Email' functionality. With this functionality you can restrict the recipients from downloading, forwarding,
Approved Trips synched to Zoho Calendar
I would like for all approved trips to be automatically synched to Zoho calendar. I have tried to accomplish this task with a Deluge Script, but have been unsuccessful in getting it to execute consistently even after multiple online sessions with Zoho
Unable to Integrate Zoho Sign with e-Aadhar
Unable to Integrate Zoho Sign with e-Aadhar and showing as "Not Supported" Already opted for enterprise plan
Ability to categorize items into Product Lines, with the product line controlling various settings
Currently all item settings (pricing, unit, sales account, etc) are at the item level. It would be useful to have a "Product Line" type feature that an item can be associated with, and at the product line level you set the sales account, if it's taxable,
CRM - Email templates: custom html in default editor
Hi @all the default editor for email templates is very useful! You can place elements by drag-and-drop, the usage is intuitive. But here you can't change the source code... very sad. To get to the HTML code / to be able to edit it, you have to delete
Open 2 notes at once- Split Screen Samsung Tablet
What is the procedure to open two notes side by side in a Samsung tablet as shown on the Zoho Notebook web site ?
Intégrer Zoho Campaigns à votre CRM et envoyer des campagnes e-mail en un clin d'œil
Les équipes de vente se tournent souvent vers les outils de gestion de la relation client (CRM), qui leur permettent d'établir des conversations et de nouer des relations. De leur côté, les équipes marketing s'appuient sur des outils d'e-mail marketing
Function #15: Calculate shipping charges for an invoice created from multiple sales orders
When converting a sales order to an invoice, the shipping charges from the sales order will be automatically carried over to the invoice. However, this does not occur when linking one or multiple confirmed sales orders to an invoice directly from the
Not able to add .co domain in Zoho
Hi there, I'm not able to add my domain hifigadgethub.co in domain verification step. It keeps getting the error Oops! Invalid domain detected by the system. Please contact <a href=mailto:{0}>support-as@zohocorp.com</a> for further assistance. Please
Notification setting per project?
We have a lot of projects and would like to change the notification settings per project, so that we can e.g. turn off notifications for one project but have them on for another one. Is that possible? and if so, how do I set that correctly?
Introducing Zoho FSM, the end-to-field service management platform!
We are excited to introduce Zoho FSM, a powerful, one-stop field service management platform! Zoho FSM caters to service businesses, especially those with extensive and diverse field teams. These include service providers in industries like home services,
Twitter not posting
getting the following error, Your account has been temporarily blocked from publishing by Twitter. Try logging in again to your account and follow the steps mentioned for account verification." Logged out and in both on twitter and from zoho, reconnected
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