How do I standardize Deal Name
Hi, I want to know if there is a possibility of standardizing deal names with an automation. The idea is to create an automation that works whenever a deal is created there should be a trigger that updates the deal name field with placeholders. e.g of deal name > {{Account Name}} {{Current Month}} Thanks
Subscription Invoices - Custom Field
Hello All, I am looking at using the "Sales Person" or a standard field to show coverage date. Essentially, our coverage date is current month - 1 (So today in July, the coverage period would be June 2019). I am wondering if anyone has any suggestions on how this may be accomplished. Thank you. Peter
Incorrect Unread Email count
Hi, In my Inbox, I have only two unread mails, but it shows me three (in Inbox as well as in Unread). Please find the screenshot below.
Notification when adding a doc in attachements
Hello, I tried to create a notification that gets triggered when a specific user uploads a file in attachements in CRM. I could not figure out how to do that, can you please let me know if this is possible? Thank you!
Spotlight Series #16: Enhance your collaboration experience with SharePlay
SharePlay has taken the way we interact, share content, and collaborate to the next level. The SharePlay feature in the Show app for iOS helps you connect with your team on a FaceTime call and collaborate on presentations in real time. Discuss and deliver
Removing special charter from mobile field
Hi, our client's mobile numbers are reflecting on the quotation incorrectly, I need to change the field format so it can show the correct numbers. is there a way to change the layout of the quotation or adjust the field format? the correct number is 0501999813
CIS in customized templates
Please tell me how I can add the total CIS deduction amount in the customized template ? %WithholdingTaxTotal% shows nothing, is this the wrong placeholder ?
How to insert a video link in a Zoho Survey
How can I insert a YouTube video link in my Zoho Survey? The video, a product demonstration, is the most important part of the survey. I would like for the user to click a link and have the video open and play in a new tab. Any help will be greatly appreciated!
Sorting related list module in Accounts CRM Mobile App
Hello, On iPad we use ZOHO CRM Application. We have a related list (coming from another Module) that is showing reports in Accounts Module on each account. These reports in that related list are imported recently which I think is the reason of our problem
Adding Formula to make dashboards
I have created a formula that needs to auto-populate the result on to the tables then i want to display the information on the dashboard but i am getting several errors. 1. on creation there is an error that the field will not be displayed during creation
wrong number of tickets
What is the composition of the number of tickets under "All tickets"? (Company level) In the example, 98 tickets are displayed - in fact, only 79 tickets exist.
Cannot edit / access new Flows
I created a new flow, testing it and was working fine. Pressed "PLAY" and did some other work in Zoho Creator. I came back to the Flow to edit but cannot. I can see the flow running in the Dashboard and see in in TOP 5 but I cannot edit my flow. My custom
How to show a report to the admin only in the Zoho creator app and hide it from other users of the app?
How to show a report to the admin only in the Zoho creator app and hide it from other users of the app?
TeamInbox Rules : Tags actions
Hello, I'm taking TeamInbox in hand. Sorry if i'm wrong, rules are heavy to manage (beacause of an issue ?). After many test it's apear that : if actions to perform are multiple and one can't be done, any actions ocurres. For exemple : Adding a tag witch
Unable to schedule meetings
Hello I am unable to schedule recurring meetings in Zoho CRM Calendar. It says unable to complete request.
Company LOGO in custom login page
I have added a company logo in Control panel. It appeared when login inside mail, but in custom login page (mail.alanmebeles.lv) I still have zoho logo.
Help with Deluge
Hi All I am trying to copy notes from a custom module onto a lead on a button press. I have managed to copy the note title & body but attachments are much different (as they are a related list?). I have wrote the below but I am getting error 400: Bad
【Zoho CRM】新機能のリリース「集計項目」
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、「集計項目」のリリースについて紹介します。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】集計項目リリースのお知らせ ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈
Problem in adding bank account
I am using Zoho from last 6 months. Right now I need to add my 2nd bank account through banking module. But when I try to add new bank account the drop down option from Yodlee and Token is not showing. I saw YouTube tutorials also but the option they
Access to be given to the user for a Custom Report/General Report
Hi All, I want to give access to only to a specific general/custom report for a user. Is it possible to do the same. If yes, please let me know the process to do the same
Assigning Advance Payment Received and Paid to a Particular Project
Dear Team , We are into Construction Business wherein we pay in advance to our vendors and we receive advance payments from our customers. Can you please help me to account these advance payments to vendors and from customers >> project wise. regards
Can I fill the customer name field by entering the Customer's Mobile number in Invoice?
Hi, Is it possible to find and fill the customer name by entering their mobile number in Customer name field while creating invoice in Zoho Books/Invoice? Sometimes there might be repeated custumer but with duplicate names. In that case we have to search
Any one have family head format
Hi, anyone has Family Head Format so I can customize it according to that.i want to link also contacts with family head.
Custom field mapping to Jira
HI Zoho It would be reallly usefull if when a ticket in Zoho desk created a Jira ticket that you can map custom files from or default fields from Zoho Desk to the Jira Item. In our case we would like to be able to map 1) Customer account 2) Region (custom
データ未提出のポータルユーザーの特定
社員全員に週に１回データを提出してもらうためのフォームを作成しています。 きちんと全員が提出したかを確認する必要があるのですが、未提出の社員がいる場合、特定することは可能ですか？ 社員はポータルユーザーとして登録します。 どのような方法でもいいので、お知恵を貸していただけると幸いです。
Negative failures?
Hi, how come my trigger is doing so well that I am having negative failures? Anybody encounter this before or know why his is happening? Screenshot:
API for receiving push notifications for Zoho mail
Is there no API for getting push notifications for Zoho mail like the way we have for gmail? I searched for it but I got notification APIs from zoho only for their CRM module. Can someone please confirm regarding this? Thanks! UVAdhesive Glue
Check Box To Allocate Credit To Several Invoice/Bill
Hello, it is frustrating to have to physically copy and paste each invoice/bill amount that I want to allocate credit to. A simpler option would be a checkbox, click, click, click and done...instead of copy and paste a whole list! Thank you
Problem importing records and linking to existing products
Hello, I am trying to import records into a custom module "Subscription" with the import feature (Data Administration / Import NOT the CSV import feature of the module). The CSV file I use for the import works without any problems and all data is imported
ZOHO CRM App device restriction
Hello, Is it possible to restrict phones using the ZOHO CRM App and only allow iPads for use ? I found the option to allow IP adresses but this doesn't solve the issue. Is it possible to add restricted IP adresses ? Thanks
Mail which be filtered to other folder can't get notification on iPhone
Hi, I found if a email received which be filtered to other folder, this email won't get notification. But if a mail goes to Inbox, the notification is normal. My zoho mail is woking under the IMAP and SMTP protocol, with Apple Mail applicaton. How to
Creator Mobile Menu: How to hide menu?
See attached images. When a customer portal user logs in they see this standard menu view, but I want them to be directed to our dashboard page shown in the second image with the blue buttons. How can I hide the mobile menu and show just my dashboard
WHMCS SMTP Setup
Hello, I am trying to set up SMTP services on my WHMCS but seems like ZOHO SMTP is not working in WHMCS. I try to telnet Zoho and it connected without any problem. Please tell me what to do and how it will work within WHMCS with SMTP. Telnet Connected
Email Error
Hi Team, Good Morning. Please advise on the below error that I'm facing right now. I can't reply or send a new email through the team box. I have attached the screenshot of the email view. Please advise. Thanks
My email is blocked
Greetings, Hope this finds you well. I'm facing the following problem and would like to fix: Email outgoing for your Zoho Mail account has been blocked
My email cannot receive email from IP: 103.7.8.96
Hello Zoho, My email cannot receive email from IP: 103.7.8.96 and gets the response "554 5.7.1 Email cannot be delivered. Reason: Email detected as Spam by spam filters." can you help me check for this problem? i have set spam control but it doesn't
Is Zoho CRM and Books integrated with Zoho Prpjects? can we link everything togther ?
Is Zoho CRM and Books integrated with Zoho Projects? Can we link everything together in one unified place ?
Integration of Zoho Sign with Zoho People
The way to integrate Zoho sign with Zoho People.
estimate and invoices item line tooo large
Hii there, i have been using the zoho books for the last month and i am looking for help on how to decrease the item line spacing, the spacing between lines is to large, how can i decrease it. thanks sam
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I cannot send emails off my email with Zoho
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