How do I add receipient names to the "to" field in Zoho Campaigns
Hi, How do I add the names of my contacts to the "to" field of an email campaign. I saw an old topic on here that suggested this should be under advanced options, but my campaign doesn't show this option. Has it been moved somewhere else? I have quite
Scanning App
Hi, I have created a scanner app for events that we host, this works fine as we have different ticket types from different vendors, however there is one ticket type that comes in that is a URL which when accessed checks the attendee in on the vendors
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
ZCRMRestClient initialize new pkl file and config automatically
Hello, I am using the Python SDK to connect our internal application to the Zoho CRM. In our Zoho CRM, we have multiple users, and each one of them has multiple prospects in their own name. So, in order to be able to access the CRM from our internal tool,
Feature Enhancements: Translations
By The Grace of G-D. Hi, We are using the translations feature a lot and it is great! There are a few enhancements that could really make the system Multi-Language even after customization. Please consider the below suggestions to enable in translations:
Transfer field values to another text field
Hello, is it possible to prefill a text field with a previous input? I am entering two people. When person 1 has e.g. the street filled in, I want to pre-populate the text field for person 2 with the value of person 1 on the next page. Best regards
Add extra column to zohocrm products overview showing ammount of linked deals
Hi There, I am new to ZohoCRM and am currently investigating using it for a customer. I was wondering how to add an extra column to a module overview page (in my case products) showing the ammount of linked deals. I have already looked into the 'modules
data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' }
When trying to create a subscription and sending plan details I am getting this error data: { code: 15, message: 'Please ensure that addons are not more than 100 characters ' } , although I believe it is normal to have more than 100 character
Nervous hosting virtual event with Zoho Backstage OnAir
We have been hosting virtual events for last several years using different platforms. This time, we are planning to use Zoho Backstage OnAir. I am very nervous about the service availability, quality and ease of use from the audience, speakers and exhibitors
Global Signature
Hi, is it possible to make a global signature for all outgoing emails? We need this for our company. It is a legal requirement in germany. Stephan
Squished Image Width in Zoho Desk KB Articles
When posting images in Zoho Desk's Knowledge Base, I find that the images frequently end up squished based on how wide they are. Looking at the CSS, it looks like there is a `max-width: 100%` style applied which causes the width to stay within the size of the bounding container, but that simply squishes the width of the image instead of scaling it down. Is there a proper way to add large images, retain the maximum width/size of the image and not have the image squished when the container is smaller
if statement in the email notification
Hello, is it possible to include content with an if statement in the email notification? I have a radio button with yes and no. If yes, a link should be inserted in the email notification. If no, nothing should be inserted. How should the code be written?
I can't add domain, please help
I can't add domain, please help
Adding Chargebee as a Connector
Is it possible to get Chargebee added as an Advanced Analytics integration?
Cliq Channels - Archive & Delete
Hello Peeps! Today let's see the difference between Archiving and Deleting a channel and also explore as to why they are essential. Scenario 1: A sudden glitch appears in the application security and the company's Security Manager creates a private channel #ddos-attack with a select few engineers to resolve the issue ASAP. The work is carried out efficiently and the glitch is fixed in no time. Scenario 2: Zylker organizes Partner Summit every year in its campus. So a private channel #partner-meet
How do I add a hyperlink to a graphic in my Signature?
In Zoho Mail, I have added to graphics to my signature. Now, I want to hyperlink each graphic. How do I? I thought I knew. I highlighted the graphic, clicked on "Link", typed the url and saved. Refreshed. No link. Solution?
Email signature issue
Email signature issue HTML edited email signatures do not display the icons. These icons are saved on the computer, but how can I upload these icons to Zoho's email? Where should I save it so that the icon can be displayed?
Desktop Notifications Indicator
Hi, please consider adding a visible indication of new messages in the system tray / indicator panel icon. I'm not sure if it's already like that on the other platforms, I'm using Ubuntu. Maybe by default it can be a grey-scale icon and then change to color if a new message arrives, or contain a badge with an unread counter? Also make it configurable to only behave like this for direct messages / mentions or all messages. I'm finding that I'm missing new messages because I got used to glancing at
Average amount of tickets per customer each year
Hey all, Can someone help me on how to generate a report from Zoho Desk in Analytics that would give me the average amount of tickets per customer each year for the past 3 years?
API Request from Zoho CRM
Hello guys, I have got the following response error when I try to post a request to the https://www.zohoapis.com/crm/v3/Leads. Could you suggest me the possible cause? { "code": "INVALID_REQUEST", "details": {}, "message": "unable to process your request.
Restriction of changing territory by the user
Dear, I am not able to restrict the change of territory by users, is there this possibility?
Zoho Finance Integration - Report that shows the status of all estimates, sales orders and invoices
Hi all, We've transitioned to using the Zoho Finance Integration to raise orders. Is there a simple report that can show the 'status' of an order through these modules. I know there are statuses within each module (i.e. for invoice - draft, overdue, paid
2 Field With same value
Dear Sir I need help with a problem I'm facing If I have 2 fields with their respective values then I have recorded them, when I enter the same data for the two files, the new record will automatically be rejected by the system or can't be save, see the
We changed our ZOHO CRM password and our leads stopped coming. Why does this happen?
Hello. I changed our ZOHO CRM password. After an hour I realized and our leads stopped coming. I couldn't believe that our leads stopped coming after I changed our password. So to confirm I contacted my tech team and they contacted Zoho Support. Our outsourced
Create API connection between Zoho CRM and Sheet
Hello, we store Zoho Sheet Worksheets inside Zoho Workdrive and want to access the files (cells inside the worksheet) via deluge script inside CRM (client script). So the question is, how to create a connection?! If I search after "Sheet" I get one result:
Can't see leads coming from Facebook ads
Hi, I successfully run Facebook ads and integrated my Zoho CRM, I have 25 leads at Facebook ads but can't see these leads in my Zoho CRM? I checked manuals, it seems all is done but I do not know why I can't see the leads coming from Facebook ads? T
Edit images on Zoho Social
Hello customers, We're here to talk to you about an exciting update for Zoho Social that will make your social media posting a breeze. We know how much of an inconvenience it is to make last-minute changes to an image that you want to post or to resize
Can I include custom fields from CONTACTS in the Gmail plugin?
I have a drop down field I created on CONTACTS. Is there any way to make it available on the Gmail plugin?
How to get Number of Responses?
Good day, how do I get the Number of Responses as per the "Response Time" dashboard in Zoho Desk? I'm trying to do this in Zoho Analytics but again I'm not getting the same results. Can I please get some assistance on how to replicate this exactly and
Zoho Writer Android App: How to copy and paste text with formatting?
Hi, I downloaded and installed the Zoho Writer App (for Android) from the Google Play Store, but noticed if I try to copy any text with formatting and attempt to paste the text elsewhere in the same document, the text is without it's source formatting.
Add the ability to part deliver an order that has backordered items
If a sales order is received from a customer with two different items (Item A and Item B) and both need to be put on back order, Zoho Books does not allow you to part ship the sales order until all items are received. This is inconsistent with a standard
Fill series of data
Hello, I have several tables of data where I know the first and last cell value for each column. Is there a way I can populate the blank cells in each column to show values that gradually decrease, with the lowest value being greater than the bottom cell
Zoho CRM Community Digest - June 2023
Hello Everyone! In this post, you'll find the latest announcements and interesting discussions that happened throughout the month of June. Keep reading to explore what June had in store for us! Zoho CRM product updates: Zoho CRM's Voice of the Customer
Quick Create in Portal
Hi, I create a new module to use at customer portal. After adding the module to the costumer portal, I realized that Quick Create form is displayed automatically, is it a must or can I change or remove Quick Create files from the customer portal? Thanks
Web Clipper Image Capture Issue Still Not Solved? After All These Years?
Brand new user. Just downloaded and installed the Mac app and associated browser extensions. I'm taking the app through its paces to see if I'm going to make the big switch. Unfortunately, I've already run into the same problem with the web clipper that
Bulk update contacts and accounts from CRM
We currently have scripts that import additions and updates to our user database into CRM, which then syncs to Desk. Syncing works great for new records, but not all the data synced properly the first time—all records synced, but not all fields. If we
Route Draw on Google Map
Can we draw a route between the two locations using Google Map?
How to generate unique create Customer id and Vendor Id separately?
Hello Forum, I need to create Customer id and Vendor Id seperate. But under settings>preferences. customers& vendors are placed under one single click. so if i add a custom field. the auto generate number does not generate separate series for customers
Compulsory field not showing while mapping linkedin lead form
Hi, I'm trying to map the fields of my LinkedIn lead form to Zoho Social. I can find all of them but one. The field type is the same as another one that is showing correctly. Need some help here please. Thank you
Notify an external user
Dear Support Team, We need to send an email to an external user (ie, user not an agent on zoho) while escalating the ticket to a zoho agent. Please let us know whether this is possible or not with zoho. Thanks in advance. Best Regards
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