How to Add Wife as Separate New Account
I set up a zohomail Lite account a little over a year ago (happy camper here) using the zohomail.com domain. I would now like to add a new account for my wife as a separate email address (still @zohomail.com) and a completely separate inbox. I don't care
Cost Of Goods Sold not shown in P&L
Hello Everyone! I am literally new here in ZOHO and I'm currently exploring it. I'm really confused as to why I can't see my cost of goods sold total value on the P&L. I was listing our products and I added the Cost Price of my product associated to Cost
Need help integrating WeChat
Need consulting help integrating WeChat. I am the Zoho developer for my company and I understand the WeChat integration instructions given by Zoho. However, I do not understand our WeChat subscription. When I login to our (paid) Wechat subscription, I
How to Exit Contacts on Reply?
It appears that there is no reasonable method to exit a contact from a Campaign/Workflow, thereby preventing a user from receiving automated emails after they've already replied (which would be confusing at that point). Could you please confirm the following
books workflow: mark sent invoices as sent...
Hi, I have a workflow that automatically sends approved invoices 10 days before they are due. After that, there are further workflows for email reminders that check if the status is "sent". but now the invoices sent by the workflow are not marked as sent
Zoho WorkDrive Integrations
Hiya, We're looking to replace our onpremise network drives with Zoho Workdrive. From a user functionality it looks like it'll do the job as expected, however we we currently have an ETL process which moves CSV files from our network files into a database.
4 things I need from Zoho CRM
1. Show me when products (stock quantity) are low 2. Where do I put our 'ideal' inventory number for each product. 3. Can I make a report of frequently purchased products? 4. A calendar of birthdays that I've entered for each contact. Any help on these
I need a demo
Please, I am a new user and I need a demo. How do I get one ?
I need a demo
Please, I am a new user and I need a demo. How do I get one ?
How can I change my billing information?
How can I change my billing information?
How to update zoho crm lead full name as account name/deal name while lead conversion
How to update zoho crm lead full name as account name/deal name while lead conversion ? any idea
Display a collection of images within a page
I have an app that calls the realtor.com API. I am successfully grabbing a collection of images and uploading them via a subform of image fields. I would like to display the images from the most recent API call somewhere on a page in the app. I have made
Sub-Form Permissions
I have a Form with a Sub-Form on it. I would like users to be able to add records to this Sub-Form, but I do not want them to be able to edit or delete existing records that are in it. This is easy to do with top level Forms via user permissions, however,
Use button to trigger Flow webhook
Hello, I am wondering if it is possible to have a button on a sheet that when clicked would send a webhook to Flow? I know how I'd imagine it would work, but definitely don't know VBA well enough. My thought was that when a user clicked the button, a
Meu Zoho Mail parou de funcionar!
Ontem 01/09/2015, simplesmente parei de receber e-mails no meu zoho mail. E agora fiz um teste e também não estou enviando. Aconteceu do nada. Alguém sabe o que fazer? Meu domínio é do Uol Host. Obrigada!
ChatGPT with saving user context
Hello, everyone! I've encountered an obstacle on my way that I can't solve. I want to create a Zobot instance connected to ChatGPT. I want to chat with ChatGPT while saving previous user questions (context). So, I have created a Zobot instance with codeless
Zoho Bigin - Reports and exporting Dashboard Views
Hi Team, with the lack of reporting functionality available in Bigin, 1. Are there any plans to incorporate any basic reporting capability ? 2. Functionality Request > it would be great if we could export the current Dashboards (to PDF, Excel etc..) (I
I factored my invoice - how do I record their fee deduction?
Hi I work with 2 factoring companies. Company A deducts 2% off my invoice before sending me the remaining balance and they do send me an invoice to show the 2%. Company B deducts 10% off my invoice before sending me the remaining balance and they do not
Google Analytics 4 not tracking SalesIQ
We installed the G4 through GTM. Activated GTM and G4 on zoho and installed the widget code through GTM as well. Analytics isn't showing any events related to SalesIQ at the moment.
Pop-up Display.
Hello @Zoho Marketing Automation Team, Could you update us if you have anything in your Road-map (or) Pipeline on the below requirements? ・Differentiation of pop-up display based on user access information and action history. ・Distinction of pop-up display
How Can I Use Flow to Make A Zoho Form Open Automatically When My Employees Create a Booking?
Hello, We've created a Zoho Form that my employees are required to fill out whenever they enter a new booking for a software demo on our Zoho Bookings calendar. We would like the team to save time by simply having that form open on each employee's screen
Sync CRM to Campaigns filtering by a CRM Field
Hi, Is it possible to create a sync from CRM to Campaigns that is dependant on a response to a field in the CRM? For example, in the CRM we have a field labelled "membership" for which there are a number of membership type options. Can we sync one membership
Tip of the week #32: Privately share personal calendars from Zoho Calendar.
In Zoho Calendar, you can share your calendars with specific people or groups, by using private sharing option provided for each of your personal calendars. Making your calendar public might not be ideal always as your schedule becomes exposed to everyone.
Create a Variance Column with comparison from 2 other columns in pivot table report
How to create a Variance Column with comparison from 2 other columns in pivot table report? So for example, would like to create Column # 1 with Current mth data and Column # 2 with Previous mth data with difference between these columns shown in Column
AGENDA CAN'T PRINT AND TAB NEW PAGE BUT BLANK
I'm using zoho calendar. when i choose agenda to be print , new tab open and nothing happen after that. i already try three kind of browser Chrome, edge and opera. Still gave same result can't print agenda. Print Day/Week/Month no problem.
Image Links Broken When Uploading to a Campaign
Hello All my image links have been broken in my campaigns. They were working on Friday and I haven;t changed any settings. I was wondering if anyone had any ideas what is going on? Thanks
issue uniforming crm data using data prep
Hi, i have tried to uniformize the CRM some data values using Dataprep. first of all i have imported my leads and contact into Dataprep using the native import module. after i hav applied some rules on some columns (I only change the text case from UPPER
How to hide reports?
Right now there are so many reports under Reports tab. Is there any way we can hide most of reports so that our team can focus on only the required reports?
mudar nome de envio do e-mai
como mudar o nome que é enviado no e-mail?
How to create an auto-responder bot for a specific user?
How to create an auto-responder bot to entire company for a specific user? On message received, auto-reply "Out-of-office"
Change date format
We have some date filed (1981-10-15) We need to convert to (15OCT81) into other filed. How to set it up?
How to delete mail from server after downloaded?
Hi! I´been using zoho mail for several months and noted that all of the mails I have downloaded since the begining are still on the server... My local client is mozilla thunderbird and I have set the option for deleting mails on server when they are more than 3 days old. But it seems this doesnt work. Could someone help me please to manage this ? Thanks in advance! Gabriel.
Transacciones de bancos de Zoho Books
Buen día, Espero alguien me pueda ayudar en lo siguiente, estoy intentando sacar un reporte de las transacciones categorizadas de bancos de Zoho Books: La cuestión es que no encuentro como identificar estas transacciones en las tablas de Zoho Analytics,
Zoho CRM Relay <-> Exchange Online
Hi! Do anyone have a guide for configuration for Zoho CRM Relay to Microsoft Exchange Online? I have come so far that Im getting a 550 5.7.64 Relay Access Denied...kb3169959 Best regards Mikael
New - Messaging service incident - Partial outage of Zoho Cliq services
Dear users, (6:57 am PDT, 24 July): We have identified that Cliq services are down for a few users . We apologize for the inconvenience. Our team is currently investigating it. We will be updating about this issue in this forum post. (9:02 am PDT, 24
Power of Automation::Automate the process of folder creation in Google Drive upon task creation in Zoho Projects
Hello Everyone, We received a specific requirement from one of our customers and decided to share it here so that others with similar needs can benefit from it. Requirement Sub folders should be created upon Task creation in Zoho Projects with task id
Block off days for specific types of appointments
I want to be able to block off days for specific kinds of appointments. I don't want existing clients to be able to set up appointments on those days, only new clients. I also want to ensure that the new clients only book on the days I set aside and not on other days. Is this possible or in the roadmap?
Can I use the 'plus' trick to create email aliases on the fly
Can I use the name+something@mydomain.com trick in an email address and have that email correctly delivered to name@mydomain.com? Mike
Can a bundled product once added to invoice split into its component products
Hi, Our business case requires we show the bundled product as a part and service separately in the invoice. Currently the bundled product is shown as 1 product. Can the component products be shown separately once the bundle is added in the invoice.
Zoho CRM to Zoho Cal Flows Getting 404 Errors
Is it just me or does every flow with Zoho Cal at the moment get a 404 error with the inability to save flows? Flows that previously were working are now broken. {"code":"INVALID_URL_PATTERN","details":{},"message":"Please check if the URL trying to access
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