Manage records order
Hello, I'm using Zoho Creator to create an application to keep track of who's responsible for each task in the company + keep track of the procedures needed to perform the task. Each task contains the following fields (there are more, but let's simplify
moving a chart
Hi, I have a bar graph in one of my sheets. It is working fine and changing when I make any edits to the underlying data. I have a problem moving the chart to a different place on the sheet. I need to enter information in the cells which are directly beneath the graph. I tried to select the chart and it just does not happen. I am using the latest 'stable' version of Chrome and I did not have this problem of selecting an existing chart. Please help. Thanks, Seshadri
How to get all stages for a company (including custom stages)
Upon using /crm/v5/settings/layouts?module=Deals endpoint, i do get standard stages list but i want all the stages (even the custom created)
【Zoho CRM】権限に関するアップデート：メモ、添付ファイルのアクセス権限の設定が可能に
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、Zoho CRM の権限に関するアップデート情報を紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】権限に関するアップデートのお知らせ：添付とメモにアクセス権限を設定できるようになりました
Setting Auto BCC, input email address for BCC already, but the system keep asking me to 'Provide the email address for Auto Bcc'
I want to set Auto BCC in Zoho mail. --> Settings --> Filters --> Outgoing Emails Filter I input everything like before, then press 'Save': the system keep asking me to 'Provide the email address for Auto Bcc' Anyone could help? thanks a lot
Single registration option for multiple dates & adding description
How can I add one more option here, so that people can also register for all dates through single registration link as well as for specific dates & how can we add description of events for each dates?
Article Answer cannot exceed 16 MB.
I was uploading an user manual trough html but it looks like an Article Answer cannot exceed 16 MB. Could this be increased to 60mb as our max html file is like that now? Or is this something than cannot be done?
Unverified Sender Warning
For the past few days we have been getting Unverified Sender warnings on every incoming ticket. Please advise
Bigin mobile app update - Android
Hello everyone, In the Android version of the Bigin mobile app (v1.6.2) we have added support for the following features: Scribble actions Keyboard shortcuts Write anywhere ➤ Scribble actions With Scribble actions, you can now use stylus gestures to perform
Zoho Desk app update - iOS
Hello Everyone! In the iOS version of the Zoho Desk mobile app (v2.7.5), we have brought in support for Vietnamese as an app language. You can update the app to its latest version either by directly going on to the App Store or by accessing the links
Does Zoho check out support Stripe 3D secure
Does anyone know if Zoho check out supports 3d secure when using the stripe integration. Stripe has started offering 3D secure for Visa MasterCard and American express. For that matter does any zoho product which has stripe integration support 3D secure. What do other users think will this help your business. For our company it is something we would greatly benefit from.
Pictures dissapeared in quote template
Hello I have made several quote templates and they were working great till now; I printed out quotes and they worked perfectly 15 min. before It stopped working. When I try to send it or print it as PDF pictures disappear; Could you please help me with
Attachment Section of CRM
Hello, It would be great if there was a drop-down field where you could label what each attachments is when added. Then, you could use this drop-down field to create workflows or reports. For example, in our deals module, when a PDF called a "POE" is
Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
My outgoing messages are blocked. Kindly mention the reason and unblock my email id mayumi@poppress.com.br Error: Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. Thanks!
Remove 'Powered By Zoho' From Footer?
Perhaps I'm missing something, but I can't find any way to remove the 'Powered by Zoho' text & image from the footer. Is this possible?
Custom function to add lead from Bookings
I would like to write a custom function that will push a lead to the CRM. I need this because there's no option in the standard integration that will push data only from specific consultations; I don't want this to happen for every consultation. In doing
Weekly time sheet, cannot use/save entries
Hi there With the recent timesheet changes I just noticed I have no means to save a weekly timesheet anymore. There used to be an update button. If I try to change views with entries I get this: If you leave, your unsaved changes will be discarded.
How to fetch linked account from Zoho CRM with Zoho Flow?
Hello, I am running a flow that is creating a new contact in an external accounting app after a new contact has been created in Zoho CRM (module "Contacts"). In the "Contacts" module in Zoho CRM I can add an account/company (that lookup field is linked
Data Enrichment
Dear community, I have lots of phone numbers that are not in a good format. for example: 9823xxxx should be like 009823xxxx (add "00" at the beginning ) or I should remove space for some of them like: 009 823xxxx should be like 009823xxxx how can I modify
Territory Management
In our organization we have a Sales team and a Customer Success Team (CS). Sales owns Account and Potential Records and in some cases CS can own Potentials. I would like to use Territory Management to exclude the CS Potentials from Sales but I can't get
Free webinar: Mastering Zoho Sign's mobile & desktop apps and their advanced features
Hello there, In today's hybrid work environment, we often access most of our apps and services from our mobile devices. At Zoho, we understand the importance of mobile access and have rolled out native mobile applications.Zoho Sign offers a mobile app
How to remove hyperlink when there is additional text inside the cell?
Greetings, I hope find you all well and safe. I have a cell with an email address plus a text between parenthesis, like email@email.com (info) When I type just the email, I am able to remove the hyperlink normally, but when I type the additional text
Automatically export
Hello, is there a way to automatically export all entries once a day as a csv file and store it in a folder? Alternatively, how can I access the entries of a form in Creator and retrieve them from Creator via Power BI? Best regards Jörg
Not recieving any emails in my inbox
I started out getting emails fine and now I don't recieve any at all. Please help
In Love
I've just realized I'm in love with Zoho website. Guys, you made my day. All tools I need I can find here. Outstanding quality! Thanks for your existence. Paulo Franca, Mr.
Announcing ZUG MEA Meet-ups (Middle East and Africa)- Interact with Zoho Projects & Sprints Experts in your city!
Hello Everyone! We are thrilled to announce the Zoho Community User Meet-up initiative aimed at engaging with users in and around Middle East and Africa. In this meet-up, our team will help you understand hybrid project management using the Zoho Projects
Copy Phone number from Accounts Module to Contacts module
Hi There, I am trying to use a workflow to update the phone number in a contact with the phone number from within an account. I have set the trigger etc which seems to work ok but and the script says it is successful but the field is not updated. the
Zoho analytics wrong query?
Hello again, I have created a dashboard and I want to have a table to display all projects that were lost before the project entered the "Offer" stage. I created a custom query table, but after running the code it still displays projects that were transitioned
Zoho Analytics Current Date Returning UTC
After this https://help.zoho.com/portal/en/community/topic/new-features-rolled-out-on-july-10-2023, current_date() is now returning UTC time
Make Writer more useful for your business
Hello community, If you want to get the most out of Writer and learn how to make it suit your business, this free webinar is just for you. Our product experts will guide you through all the advanced features of Writer. This will in-turn streamline your
Updating leads via Zapier
Hi, I want to create Zap to update any lead when the customer adds a new car, I managed to create a lead when a new row has been added to the MySQL table "customers", but I failed to create a zap to update the created lead's details when another row is
Zoho Forms at Analytics/Creator or MS Power BI
Hello together, I wanted to include the data from Zoho Forms into Zoho Creator/Analytics to access it with Microsoft Power BI Connector. Unfortunately, I keep getting the message that my tariff does not support this feature. I have already upgraded everything
ZohoCRMで他タブの項目を表示させる関数を作る
下記関数を作ったのですが、おそらく９行目と16行目で「get」の使い方・文法が間違っていてエラーとなります。 初歩的なところで恐縮ですが、解決策や参考となるURLを教えていただけないでしょうか。 ※getで読み取った内容を格納する引数に、テキストで値を代入したときは正常に関数が動きました。
Zoho Analytics connect with Salesforce
I get an error when connecting to salesforce
【今週オンライン開催】 8/3（木）Zoho ユーザー交流会（Meetup）
こんにちは、Zoho コミュニティチームです。 札幌で開催を予定していた8/3（木）のユーザー交流会ですが、諸事情により急きょオンライン開催に切り替えることになりましたので本投稿にてお知らせいたします。 テーマは先の6月開催回同様に「マーケティング / 営業部門におけるZoho 活用方法」です。 ユーザー事例セッションでは、Communicatio 岡安 裕一さんに、Zoho サービスの具体的な設定や分析に効果的なレポートなど、Zoho を活用した営業力の強化に役立つ情報をライブ配信にて発表いただきます。
Display name not working for sending email from delegated adress
hello, i'm the administrator. I made the right settings for the display names (please see pictures). when the email is received, it's written something else. both in zoho and gmail. My settings : settings What is displayed : How can i fix this bug p
Parsing GS1 Barcode
Hello, I am building a simple application to capture inventory and location. The user would scan the item barcode and location barcode and would sumbit the form. I need help parsing the data. Here is a sample of an entry: 90I-3110-991010222179550 90 identifies
Accidentally Cleared a List on Zoho Campaigns
Hi, I accidentally deleted the entire contacts of a list. Is there any way to retrieve it? To be more detailed, I was looking at the unsubscribed contacts and tried to clear the list. When I navigate to all list, I've seen that the entire contacts are
Sales orders showing as overdue based on Delivery status not shipped status
Hello. As a new user coming from a different ERP platform I was very confused to see many of my sales orders were showing as 'overdue' (past the expected ship date) even though they had shipped on time. I reached out to support and have been informed
Zoho Inventory - Amazon UK, DE, FR, IT, ES Integration
Hi I have been waiting for Amazon EU integration for a long time now. At the moment, I have to connect via our ECommerce platform. When will Zoho Inventory support Amazon integration in the EU?
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