Sharing Editing Rights of a Dashboard in Zoho Analytics
Hi, Being an Account/Org Admin how do we share the rights to edit a dashboard with with other people? Let's say with a workspace admin?
TeamInbox : Fast access filter button
Hello, I'm taking TeamInbox in hand. Sorry if i miss an allready exiting option. Fast filter option of reseach in TeamInbox are a so poerfull option. Thanks for the genius adding these :) I wish we could have one more button for adding a filter with tags,
Tasks and Calendar sync
Hey all, Can anyone recommend good add ons. We want to get organised with having our tasks in one place and also put lots of events and reminders for events. Thanks
Changing the name of Record Template sent as attachment in SendMail
Is this doable or not yet?
Update / Refresh report automatically?
I have 2 forms: newspapers and prices. I have a report of newspapers linked to prices. If I update the price for a specific newspaper in form "prices", I would like to see the price of the existing record in my newspaper report change as well, which is currently not the case. How to automatically refresh the report? Thank you in advance
Authenticating Email Domain
I am trying to authenticate the email address I use for Zoho but when I enter it I keep getting an 'Internal Server Error' message. Does anyone know how I fix this?
All Required Fields from 2 Different Layout Rules are not displayed in Details Required popup
As you can see in the image below, the "Lead Status" Layout Rule requires the "Product Type" field when "Sold" is selected as the value for the "Lead Status" field. When "Lead Status" is "Sold" and "Product Type" is "TurnKey Suite", you can see the list
Can it be linked to the existing toll free number?
Can it be linked to the existing toll free number? Can it be included in CRM From Saudi Arabia
Including all data from weeks overlapping with range set in a dashboard's user filter
Problem: I have a dashboard that displays Deal analytics. Some of the reports summarize deals by week, however, since the endpoints of the user timeline filter may not necessarily fall on the first/last day of a week, those weekly reports will not show
Script to copy Parent account information to child (member) account information
Hi, Can someone assist me to create a script either automatically or a button to click to copy parent account information to child? i.e. Billing address Thank you
Update Deal Ammount when Custom Field in Account is updated
Our accounts have a field called "Current Fee Amount." Our goal is to update the "Deal Amount" field of the deals related to each account and from a specific pipeline with the value from the "Current Fee Amount" field of the account. I understand that
Message Templates inside Automations
I'm building an automation and have decided to change message templates. The problem is that the messages in the automation have already been created. Is there a way for me to choose a different template in an already created message, or will I have to
Embed form on my website to get tickets from my clients
Hello all, I want to create a form for my clients on my website, which they can fill and create tickets automatically in Zoho projects under one project say "Client support". Can it be done. I was using 'active colab' earlier and it had such service. see this http://www.bosshi.com/client-area/submit-a-ticket/ Thanks, Jo
Cross-note links from Evernote
I just imported about 200 notes from Evernote. Each note contains a LOT of content, and there are hundreds of cross-note links (i.e., links from one note to another). Unfortunately those links don't open the related note in Zoho; they open Evernote and
Response edit link in google sheets
Hi all! I can't seem to find a specific feature that seems super obvious, so I'm thinking maybe I am missing something. Is there a way to include the link to edit a response in the google sheet that is connected (integration) to the form? Thanks! D
Adding a card details for newly created subscripion using API?
Hello, I am creating a new customer and his subscription through API. I want to create a recurring payment for this subscription that are automatically deducted from customer card. and for this i want to add customer card details for payment using API. So how can i do that? and also how would i update card information through API after the card added to that subscription
Folder List View - feature request?
Although I love the great visual appeal of the Notebook covers in Folder view, it would be good if another view option were available. Especially on the phone app, it becomes a bit laborious to have to scroll down through a large number of covers to get to one the user is seeking. Attached is a screenshot from your Migrate to Evernote challenge page Evernote Alternative showing what I presume is Evernote's Folder List view. Not that I am promoting copying Evernote; currently, I am trying to move
Setup Zoho products
We want to setup Zoho accounting software's or products into our business for productivity.
Ingreso de correos
Tengo problema con mi bandeja no entran todos los correos y hace varios días dicen la leyendo externo en los que se logran recibir.
Not able to send email via zoho helpdesk
I have enabled TLS service on email yet it is showing same error. Error while processing the request! javax.mail.MessagingException: 5.7.3 STARTTLS is required to send mail [MA0PR01CA0089.INDPRD01.PROD.OUTLOOK.COM 2023-07-17T11:24:37.605Z 08DB85D83A
Sub-form in CRM module could not be auto-populated via client script
I'm trying to auto-populate a sub-form in a module based on a picklist value via client script. When the picklist option is selected the first time, the sub-form is auto-populated with the correct data. But when the picklist option is changed, the sub-form
Email Filed
Hello Please tell me how to do .. Email filed in CRM to change some word and put in other filed Sample Email Feld" test@gmail.com" Change @ to // Email2 Feild" test//gmail.com" like this also need to change Use // in place of the @ sign in the e-mail
Payments made to Vendors
Can we have an update on this request please, is it in the pipeline ? Seems a simple enough request & easy to implement (?) ........
Add Item Group Names to Quote/Sales Order/Invoices
Has anyone created a custom function (or other solution), to include Item Group names into quote, sales order and invoices? I want to keep the item name short for use on the website, however it not descriptive enough for a sales document. Additionally
Log in to Zoho Support with Google Apps
Hi there! I see "sign in with Google Apps" options and Google Marketplace apps for Zoho Support, but I have a feeling I can't clearly answer my simple question: Is it possible to have users from a Google Apps domain sign in with their google apps credentials
Zoho Campaigns Wordpress Plugin Not Work When i connect my account
Hi I install my wordpress plugin and connect my zoho Campaigns account, but system alert "you are not a part of any org. xxxx", i was redirect my plugin page after i click accept. And alert "no account found as image 2" How to reslove this issue ?
LinkedIn Metrics Measurement
When I compare my "Page Views" on Zoho - they do not match up with what is on Linkedin Performance Summary - how are these being measured?
Multiple Organziations in Zoho One
Hello I am using Zoho One to manage my organization (Books, CRM, Inventory, etc.. ) . Now I will open a new branch of the same business but in different country and different products stack and different employees. I tried to create multiple organizations
How to change ownership, and keep CRM integration?
Hi, we have multiple forms that our agency built for us. Each form has a zoho CRM integration. How to transfert ownership of those for forms (to me), and keep the CRM integration. It seems that if we change ownership, we will lose the integration. t
I need a field value "CSM" in Deals to be the same value as "CSM" in Accounts.
My company has the field value "CSM" assigned to Accounts and Deals. When an Account meets the criteria (CSM is A, B, C, or D) I need it to take that value and apply it to all current and future deals associated with that account. I am able to make the
Sign API Dropdown
How can I define a dropdown field using the sign API? The API Documentation is not clear, but states that the field type can be a dropdown.
Reason:554 5.1.8 null
Reason:554 5.1.8 null cant sand a massage in any address! Help me please! mail: office@nikamaritime.com im do all folowing the instruction, but nothing happend. Steel have this problem!
How do I make a report based on two forms?
Can I combine two Forms in the same report? For example I have a form with the average results of each student and a different form with the preferred assignatures and I would like to make a report (for example a list) combining both forms. Can I do that?
How do we stop the logos in our email signatures from getting bigger in emails responses and threads?
We use our logo in our email signatures. We create the signature in Zoho Mail with text then add the logo and resize it as needed. When we send the email everything appears as we want, but on email threads back and forth between the logos blow up to original
Why can't I connect ZOHO CRM to Campaigns?
Hi everyone, I'm trying to synchronize the contacts I have on ZOHO CRM with Campaigns to communicate with my customers, but an error appears (attached capture screen) [In Italian it says: The organization is already integrated]. In Italian it says: The
email bounce due to spam https://spamrl.com/.
Getting this error whenever I try to respond to someone's email. I tried multiple times and waited. still cannot get the email out. very fracturing. error message below. ERROR CODE :550 - A URL in this email (sender4-of-o52 . zoho . com) is listed on
Reporting transactions categorised as "Owner's Drawings"
Hi Is there a way I can run a report listing transactions filed under "Owner's Drawings"? Better still if I can list transactions by categories I've used within Owner's Drawings. Thanks.
I am very dissatisfied with the results of Zoho Books and Zoho Inventory
I am very dissatisfied with the results of Zoho Books and Zoho Inventory. I have been using it for over a year, with the Zoho One plan and 25 users. I have complained several times because the account balances do not match what the balance sheet report
add owner capital or paid in capital to add credit card transaction
When I receive cash back on my creidt card I post it to owner paid in capital since it is not considered income and cannot be offset to any expenses. It would be nice if Zoho Books would add owner capital or owner paid in capital to the list of accounts
New Categorization from Feed
I've noticed the new addition to the UI, where recognized transactions are called out for potential categorization. That is a nice addition. This could be made even better, though. Right now, when one presses the blue Categorize checkmark, all it does
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