Deal records order + alert on new email received for a deal
Hello, what is the default deal records order when in list view? Also: it is possible to show an alert when a new email is received for a deal? Example: Thank you
API Call using Zoho Flow - Http POST Request to external URL | Send Data to external app
Hello Zoho Users, I am creating a automation flow in zoho flow and need to send API POST request to external application. But i am not able to find how to do this. I tried custom function but being a no-coder i am not able to write code and didnt find
visualizzazione lato cliente
nella visualizzazione post (pubblicati, pianificati, bozza, ecc) lato cliente l'unica disponibile è quella a colonna unica in ordine cronologico (in allegato) oppure è possibile una visualizzazione di tipo "calendario"? stiamo testando la piattaforma
Zoho Social Reports comparing previous years, Q1, Q2, Q3,Q4, last 6 months etc
When you manage a large number of accounts as Agency you need to share reports with customer for longer periods than actual ones at Zoho Social
Error while creating Brand "This portal is already mapped to another CRM account"
I try to make connection between Social and CRM and showing this message: Error while creating Brand "This portal is already mapped to another CRM account" I had two organization and the first one is default and I try to make the integration with second
Notification on Forums
Is there a way to add notification for Unread messages on Forums? We have hundred of projects and each will have dozen of forums, we need a way to know what's going on without having to click on each one of them...
Missing "manage" section in zoho creator app
Hello, I have been trying to assign permisions to a new hire to see a custom form made with Zoho Creator, but I do not see the manage tab of the app when accessing it: I am the administrator in Zoho CRM if this info helps. Can you please help me understand
How I can delete a custom domain in Smart Links?
Hello, I added a custom domain in Zoho Marketing: https://help.zoho.com/portal/en/kb/marketing-automation/user-guide/lead-engagement/smart-urls/articles/getting-started-with-smart-urls But, how can I delete it, to add another? Regards,
Deulge Script , what am i missing?
Hi Guys, i seriously dont know what i am missing and just need some help here i have attached the smaller section of the code, but the link is a video i did on it. and shows the full extent It seems that everything works and should return and update a
Tasks in deal view dont always show
In a deal. Kan ban view. I see some green icons on some deals (right). And on some deals i dont see them (left). Both deals have open activities. Both of them have tasks as open activities. I tried refreshing browser. Creating the task on the deal view
How to apply different TDS per line item for vendor bills?
As per this screenshot, anybody know how to do this? https://www.zoho.com/es-mx/books/help/vat-mx/tds.html#transactions
Zoho CRM View extremely zoomed in even at 100% browser zoom
Hello, My Zoho CRM view has suddenly becomed zoomed in. Everything is extremely large. I created a custom canvas for leads and optimzed it based on older resolution and everything fitted perfectly. But because the resolution has somehow changed, the custom
Sum total invoices to date
We are trying to sum the invoice totals of all records before today (some forward invoicing has been completed) of a custom module (client invoices) into the Accounts module. I have tried to use an if function so that if the invoice date is before today
Create Bulk Invoices in Zoho Books using Deal Amount inZoho CRM
Hi Guys, I need help in writing deluge script for creating Invoices in Zoho books using the deals data in Zoho CRM. Our Zoho books account is missing some invoices and we need to sync on basis of information present in Zoho CRM deal module. The Deal dataset
Rules - Conditionally showing a hidden field within a hidden field
So I have an entire section of my form that is irrelevant unless a selection is made. If the selection is made, 3 fields are always displayed, and either a 4th or 5th field will be displayed based on an input from the previous 3 fields. Except Zoho's
Track Inventory without tracking Sales
We sell services, and use some items. When we create estimates and invoices, we list the service, not the individual items we will use. I need to track inventory for the items. I realized when the Sales Information section is checked, it shows the Track
Regarding Pricing Comparison
Can i get pricing comparison list for Finance module in PDF
I'm trying to file my VAT return through Zoho Books but every time I click the tab it needs constant authorising?
Hi there, I am trying to file my VAT return through Zoho Books to HMRC but every time I go to do this or just to check that the return is being updated I have go through authorisation process. Sometimes I have to do it twice for it to authorise properly.
Tip of the Week: Monitor your Business with Data Alerts
Data alerts are the go-to solution when it comes to enhanced monitoring of a business. They help us identify the outliers, the anomalies, unusual potentially dangerous circumstances, and take decisions swiftly. For example, using data alerts you can start
Linking Accounts when Importing Contacts
I initially imported accounts that includes address information. When I manually add a contact and select the existing account, the address is automatically applied and linked to the account. But when I import contacts in xlsx format, it is linked to
#BiginnersTips- 5 | Clearing Closed Lost Deals from the previous year!
Welcome to another segment of our #BiginnersTips series! In this post, we'll explore a practical solution to manage closed lost deals from the previous year. By utilizing custom views and setting appropriate filters in your Bigin account, you can effectively
How can I do a record comparison based on Created Time?
Dear All, I would like to make a comparison between 2 records based on Created Time. I would like to write a condition like if The Created_Time of one record is greater than the Created_Time of the other record then do something. My problem is that in
Can't receive emails at my original xxx@zoho.com address, only at xxx@zohomail.com
Hello, I have since many years an email at a xxx@zoho.com address. This has been changed by the system without my doing to a xxx@zohomail.com address. The xxx@zohomail.com address works, but when I send emails to the old xxx@zoho.com address they bounce
Fixed markup
I get in specific products and have a fixed markup for the product. These differ for products. As an example, I would procure the product for 100 and would add 6 to it to resell for 106. The purchase price changes regularly but the markup remain the same.
How to reference a checkbox value to show/hide fields in a Form
Hi, in zoho form, I want to only show question based on checkbox answer. Ex : Checkbox question-answer : □ A □ B □ C If A is checked, then show next question "ZZ". How I can do that? thanks.
How to remove agent login link in my area tab of help center
How to remove agent login link in my area tab Rajesh
Stop Opportunity being created based on Account module field + Opp field
I'm trying to create a client script that stops someone being able to create an opp on save based on a account module field and opp field. Any idea what is wrong with the code? var accountField = ZDK.Page.getField("Account_Name"); var accountFieldValue
Why can't I add my own domain name
Like a title: This domain is not allowed to add in Zoho. Please contact support@zohomail.com for further details This is the domain name of my company www.boomzap.top
Imap fails
I have a base Zoho account. I can login to the Zoho site. I can receive mail. I can’t send mail. I used to be able to send and receive mail. I have not changed my settings. I can’t send mail on both Apple Mail on an iPad and MS Outlook. Settings are username@zoho.com
ZOHO account for partners
Hi, Can we have a partner login account which validates partner tagging with the customer account allows access to configuration /customization etc. this can still have an OTP verification with customer account owner. Please give it a thought as it is very difficult to ask customer to share credentials every time when there needs to be some changes in the application.
Support does not want to unblock the email
Hello, Faced with the problem that I do not use any third party services and newsletters, and my mail does not allow me to send even one letter!!! When I want to send a letter, my mail is blocked for high activity. I unblock after an hour, go to the mail
unable to setup .edu.np
As described in title I am unable to setup email for .edu.np domain
zoho.eu not recognized as valid email address
A few times per year I have an issue with websites registering my @zoho.eu address. The website will give an error that it is not a valid email address. I'm guessing that the sites are rejecting the ".eu" part. Is it possible to create/use an email alias
Inter linking zoho books
Hi, Just a thought, can we interlink zoho book accounts, For eg: 1> I have been using multiple Zoho book accounts for my different companies. Now if Company A raises an invoice for Company B, then Company B, should be able to see the invoice in Zoho
Adding time in a table in writer - For building timed agendas and scripts
Zoho Hive Mind I write scripts for workshops. They might look like this 8:00 am - 8: 15 am 15 min narration 8:15 am - 8: 30 am 15 min narration I can put this information into a table and add the times manually. Sometimes I use a spreadsheet so that I
Is it possible to search across Task Boards for the value of a Custom Field which is present in all Boards?
Is it possible to search across Task Boards for the value of a Custom Field which is present in all Boards?
Invalid Client Secret
I am facing this issue i have given correct domain detail and select Region but still facing same issue .
Compatibility Issues between Intel Evo Laptops and Zoho Mail Client
Hello Zoho Community, I'm facing compatibility issues between Intel Evo laptops and the Zoho Mail client, and I'm seeking assistance and insights from the community to address these concerns. Your expertise and suggestions would be greatly appreciated.
Add Products to mobile app, make Description an expandable field in web app
Two simple requests: 1. Add Products to the mobile Zoho Desk app. Why isn't it there? I use it extensively as an IT Manager, but can only view/edit them from a computer. The Zoho Desk app is made nearly pointless for me if Products are not accessible.
Assistance on time based actions
Hi Zoho team, Would just like to ask for assistance as i have created a time based action that aims to set the status of a ticket from "Closed (Auto)" to "Closed" after 24 hours (working hours 8hrs per weekday) However, it seems to not affect the sample
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