Track and monitor sales activities with the all new Tasks, Calls, and Meetings modules
This change will be available soon to all organizations. Hello everyone! Sales activities provide more context for where each deal is headed, helping sales reps to focus on accelerating the customer journey and close the deal. That is why it is critical
Creating country drop down menu
Hi there, Apologies for the incredibly basic question, I'm just starting out building my first form on zoho. I would like to have a simple drop down menu field where the answer options are the standard list of countries. Is there a quick and easy way to do this or do I need to type in each country? Any help much appreciated. Thanks!
Scheduling Zoho Forms
Hi there, I have a client that is looking for us to complete a regular check of some equipment where our staff are deployed. We have created a Zoho form for the checklist but we found that there are not always being completed every week/month as they
Create a button to populate a form that updates fields in CRM
We have a module called "Booking" which I can create a button on the records view of this module. I'd like to have this button present a mini-form, which replicates specific fields from the Records View, and have the fields that display be dependent on
Hvordan finder du de bedste erhvervslokaler til leje København
At finde de bedste erhvervslokaler til leje i København kan være en spændende proces. Her er nogle trin, du kan følge for at hjælpe dig med at finde det rette erhvervslokale: Definér dine behov: Start med at klarlægge dine behov. Hvor meget plads har
Work flow not triggering-- in creator 6
I have an application. It has a Payment received form with the 'Inv/Ret' field, 'Amount', and 'Amount accounts' fields. My requirement:- When 'Inv/Ret' is null AND 'Amount' is not null and 'Amount accounts' is not null. It should send a mail to the login
DKIM Selector - where to find it?
Hi, We're just new to using Zoho email in tandem with Shopify. We used zoho mail so we can have custom domain email which looks nicer and fancier. My concern is where can I find my DKIM selector? Is it the shops.shopify.com? Any comments or answers are appreciated. Thanks!
Multilingual Helpcenter : Ticket Fields require multilingual field definitions
The new multilingual help center also includes the ticket submission feature which includes the ticket layout fields. These fields don't have any multilingual description options at the moment. The layouts which interact with the helpcenter should also present the options to have multilingual field descriptions.
How to tag contacts that sign up in Zoho Landing pages
Hi, I would like to know if it is possible to add a tag to the contacts that sign up through a Zoho landing page. In my case, Zoho Landing sends all leads to zoho campaigns, so it would be great to be able to put a tag on them to identify all users coming
How can I add same batches in different purcahse bills?
Hi, In some instances we receive the same batch in different invoices from a vendor. While creating purchase bills, the system doesn't allow to enter the same batch as it already exists. It's possible to receive the same batch in different invoices from
Write Webhook by Deluge
Hi , I am trying to write webhook by deluge to integrate our OA system. but it pops up error. However when I use CRM webhook function , It works. But I don't know what's the difference of them. Can you guide me how to repair my deluge rules. May I know
【Zoho CRM】キャンバス機能に関するアップデート：データの一覧画面がカスタマイズ可能に
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回は、キャンバス機能に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】キャンバス機能に関するアップデートのお知らせ：キャンバス機能でデータの一覧画面を自由にカスタマイズできるようになりました。
Announcing ZUG India Meet-ups in your city - Meet Zoho Workplace Experts and boost your org productivity
Hello Everyone! Our Workplace experts are visiting your city to meet you all in person and help you boost the productivity of your organisation. Come and meet us in your own city or in your nearest city! Find our schedule below. Register for the meet-up
Certain format functions not working
I use Notebook on my Mac for uni and have updated it twice over the semester break. Both updates seem to have the highlight option either disabled or not working. There's also a font colour button that doesn't seem to work either. This is only when using
Zoho Creator - [Free Webinar]Learning Table Series for Trading and Distribution Management + Canvas builder
Hello everyone! Mark your calendar for the next Learning Table Series on Trading and Distribution management + Canvas Builder. What Trading and Distribution management is the process of overseeing the movement of goods from supplier to manufacturer to
Reasons For Loss - Different by Sales Pipeline
We have 4 different sales pipelines, the reason for loss is different for each pipeline. Can show only specific type of reasons for loss by sales pipeline?
Send email directly from a task
Hi all, I am hoping there is a way to include the email module, or even a button, to send an email directly from a task. Currently, tasks are 'related to' accounts and also includes a lookup for the contact. The workflow is currently. 1. Click into the
KPI Widget - Distance to Target?
Hey all, In a KPI widget, is there any way to display how far you are from target? Eg/. - Sales is at $10,000 - Target is at $15,000 Distance to target = $5,000 I am wondering if this is possible somehow with a dynamic label?
Is possible to customize time slots for 20 minutes ??
Hello good morning, I am with an appointment system that has the flexibility to define the time slots for 20 minutes or 15 minutes, but researching Zoho Bookings I can't find a way to configure those slots, I only see one way set 30 minutes. Please confirm
How do I use the complimentary automation credits? I am a pay-as-you-go subscriber but it's deducting from my paid credits
Hi It was mentioned that i would get 10 complimentary automation credits. I am a pay-as-you-go subscriber but it's deducting from my paid credits I am in the middle of testing my forms, etc and it has not yet gone live. However, I noticed it is deducting
Client with multiple job opening for same Role/Deal? How to link to Zoho CRM
We are a staffing agency that has Zoho Recruit linked/synced with Zoho CRM. When a new client (Account) comes in to our Sales process a Deal is created in Zoho CRM. Sometimes these clients want to hire multiple people for a specific role. Example: They
Integrate Zoho Bookings with ManageEngine Service Desk Plus Cloud and On Premise
Integrate Zoho Bookings when they book a meeting to check if there is a ticket number in our service desk systems so it can verify the requester and the request ID. So it can let you book the session. it should be able to check also specific domains for
CRM updates not pushing because of required fields?
The only contacts we have in Campaigns come from our CRM sync. We have two syncs set up - one for leads, one for contacts. I have workflows set up that are dependent on fields in the CRM, and use these back-and-forth to manage our segments. For example,
Form language?
Hello together, is it possible to set the default form language for error messages for the fields? When I call the form from the Zoho backend, the messages are displayed in German. When I call the form from the public link, the messages are displayed
I am writing a book and need help with..
Is there a template out there for a book that I am writing? also is there a tutorial available for using writer for the first time? Regards
Bulk Sending of Invoices
Hello We are looking to use Zoho Invoices. We will be importing invoices using CSV import and there could be up to 100 during any month. Is there a way once the invoices have been uploaded to bulk send these to our customers or do we need to select and
Incoming mail from wetransfer
Hello! Since the Worldwide Hacker Attack that took place some days ago we cannot receive emails from wetransfer.com. Prior to that we have used wetransfer with no problems and receive dowload links and notificacions in our Zoho accounts. Now we don't get any, and they are not in Spam folder. Is there some sort of "blocking" that is taking place? Thank you in adavance! Leandro.
Zoho CRM Validation Rule Using Lookup Field
Hello, In Zoho CRM Opportunities module, we have the following fields: "Proposal Team Member1": Lookup field for User. (I think it's connected to Zoho People P_Employee form?) "Proposal Team Member 1 Contribution %": Number What I need to do is set a
Zoho Developer Hangout (ZDH) - Episode 1 | Syncing Zoho Creator with Zoho Inventory
ZDH is a Zoho Developer Community learning initiative that aims to facilitate a platform for developers to share their expertise and learn from each other. The monthly virtual meetings are designed to help developers solve real-time business problems
Integration for all surveys, not per-survey
Hello, we are using Surveys, CRM, and Desk presently and would like to integrate responses into the CRM (create new contacts, update contacts if one already exists, etc), create Desk tickets based on survey responses, and then implement follow up email
Free webinar: Sign and close deals faster with Zoho CRM and Zoho Sign
Hi there, Businesses across the globe rely on Zoho CRM to connect with their customers, streamline processes, and boost profitability. By using Zoho CRM and Zoho Sign together, your business can automate its digital signature workflow to close deals faster.
Dashboards
I've created a couple of dashboards, but with the latest update I guess there gone? Anyone more that has the same experience?
Why does Zoho insist on not helping its paid users for multiple inboxes?
I have a yearly zoho subscription for 7 accounts. All attempts to put them all in a desktop mail app have failed. No matter what I do or what tutorial I follow, I am unable to add mail accounts to either outlook or macos mail. Both always give me an unspecified
Removing “Zoho Smart Bar” across all Zoho one apps.
I want to remove that bar but it seems that there is no way of doing it. If there is no way that just seems crazy to me. It is such a basic thing. Having a bar there across all apps when even most things in the bar are not working does not seem like a
[Product Update] NPS Surveys, NPS Responses and NPS Recipients Modules Deprecation in Zendesk - Zoho Analytics integration
Dear Customers, As Zendesk has recently deprecated the modules listed below, we are no longer offering support for these modules in the Zoho Analytics integration. 1. NPS Surveys 2. NPS Responses 3. NPS Recipients Data in these deprecated module tables
[Product Update] 'Total Price USD' Field Deprecation in Shopify - Zoho Analytics integration
Dear Customers, Due to the recent update in Shopify API, the 'Total Price USD' field within the 'Orders' module is no longer supported in the Shopify - Zoho Analytics integration. As we move ahead, this particular field will not be available during the
Import CSV to update a ticket's information
Hello, is there a way for us to upload CSV with ticket information (Ticket Id, Contact Name etc) and update its information, or can only obtain it via API? Like how Import Data works (though it's creating a new record). Looking for a way to import data
[Product Update] Price Lists and Sales Price List Details Modules Deprecation in Exact Online - Zoho Analytics integration
Dear Customers, As Exact Online has recently deprecated the modules listed below, we are no longer offering support for these modules in the Zoho Analytics integration. 1. Price Lists 2. Sales Price List Details Exact Online has introduced the following
How to upload PDF files to Box folder from ZohoCRM Deluge with API integration
Hi, I would like to upload a PDF file to a Box folder from ZohoCRM Deluge with API integration. If anyone knows a sample code, please let me know.
Direct Integration With CRM &/or Bigin
Hello, why is there no direct integration with CRM or Bigin, we have to use a third app? You'll have Books so I can manage finances, Inventory so I can manage stock, both sync, but you have CRM and Bigin, neither of which integrate with Inventory so there
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