What's New in Zoho Inventory - May 2023
Hello customers! We've compiled a list of some of the major updates that were made to Zoho Inventory this April. Let's take a look at what's new this month: Cross-Origin Resource Sharing (CORS) We've added support for Cross-Origin Resource Sharing (CORS)
First Line of Address is Subject Title
Is it possible to put the first line of the contacts address, or indeed the accounts address, in the subject title of an email sent from Campaigns?
Creator: How to combine two forms into 1 lookup field?
Form 1: Add_Invoice_Form Form 2: Add_Service_Form Form 3: Add_Material_Form Forms 2 and 3 both have a field within them called "Name". We want to add a lookup field (dropdown) in Form 1 called "Service/Material Name". This lookup field should combine
Scanning not available for Cutomer Portal
Hi all, I have created a small app in Zoho Creator where i have 2 single line elements that support QR and Barcode scanning. If I access the application through the Creator mobile app as a Zoho user, then I am allowed to scan as i get the relative icon
Problems with Arrays nested into a Object JSON
Hi, My name is Renato Denegri and I am a new deluge developer. I am trying to integrate a CRM module with a third platform, through Webhooks, but the JSON of this platform sends me format type: But when I associate it with the webhook with the zoho flow
Zoho Campiagn > Data in Reports / Google Analytics
Hi, I notice some differences between Zoho Campaign's Reports and the data from Google analytics (see in attachment). Do you confirm that "unique clicks" matching with "users" in Google Analytics ? Best regards, Christophe.
Customer Happiness ratings
Hello. Is there away to to disable the happiness ratings for different categories/sub categories that has been used? Or will this not be possible and only count for ticket that are closed? And as well, can the logo be disabled on top of the email or can
Bigin Android app update - Feed Notifications
Hello Everyone! In version 1.6.1 of the Android Bigin mobile app, we have brought in support for Feed Notifications. This feature enables you to receive instant updates on records you are involved with, such as additions, edits, deletions, and more. Furthermore,
Administrator not getting email reminder from crm.
Hi, As the administrator for crm i am not getting email reminders for crm tasks or follow ups but colleagues are getting these. I have tried to get this problem resolved but not any further forward. Could you please advise what i can do to resolve this
Streamline Your Business Operations with Zoho: An All-in-One Solution
Introduction: In today's fast-paced business environment, efficiency and productivity are key to success. Managing multiple aspects of a business, such as sales, marketing, customer support, finance, and collaboration, can be overwhelming. That's where
When will Zoho Campaigns support Zapier integration?
We need to sync our email subscriber contacts using Zapier but just found that although most Zoho apps support Zapier... Campaigns does not. This is really strange. When is Campaigns expected to have the Zapier integration?
Help needed with unsubscribe links and preference center
Hello everyone, My company and I are new users to Zoho and we're just now getting ready to send out our first large email Campaign. I was a little confused about the differences between Zoho CRM Campaigns and Campaigns but I think I have a better handle on it now. My question is around unsubscribing, managing lists, and contact preferences. After chatting multiple times with Zoho tech support, I was made aware that I'm unable to edit the Unsubscribe URL that can be embedded in a Zoho Campaigns email
zoho desk and zoho crm integration
When i create a task in Zoho Crm then a ticket is created in Zoho desk.How to do this,What is the deluge script for the same
reports Zoho analytics
hello need a customised report showing sales order value and purchase order value , please look at the attachment and advice if that is possible with Zoho analytics or any other way , thanks.
Power of Automation :: Streamlining Collaboration and Notification in Complex Projects with Custom Functions
Hello everyone, I wanted to share a custom function that can greatly enhance collaboration and notification processes in complex projects. In scenarios where multiple teams are working on a single work item and the completion of a parent task is a prerequisite
Introducing an additional placement for Custom Buttons (List View - Utility menu)
Hello everyone, We will introduce an additional placement for the custom buttons called the utility menu aside from the following locations: Create/Clone Edit View page List View - Button for each record List view page Related List The new location called the List view - Utility Menu allows you to access the button from the module's list view. The button will be placed in the top panel before the More icon in the list view. This option will be available for everyone by the end of this week.
Automatically set Deal Image
Hello, we need to set the deal image automatically and there is no possibility for this in the API (for whatever reason). We want to take the first image of an image upload field and set it as the deal image. Is there a workaround for this? Thanks in
Customer gets called two times when clicking on the phone icon in Zoho CRM
We have seen that when a user clicks on the phone icon the phone number get called two times, when the phone call gets answered two time we're on the phone with two people from the customer. How can we fix this?
Add Logo
I can't add my logo in the chat box (SalesIQ). It still has zoho logo even after I check add my logo.
Checkbox - Integration between Zoho Forms and CRM
G'day! I'm looking to add a contact to CRM based on the completion of a Form. My only issue is setting a Primary contact checkbox in CRM based on a checkbox on the Form. There appears to be a disconnect between the two applications as the integration set-up does not allow me to choose the checkbox field in the Form when attempting to link it to the checkbox field present in the CRM. A few thoughts/observations... Assume that it's seeing these two options as differing field types even though they
Conditional sum with average
Hello I have date, value, and category columns. I need to create a formula where I sum the values for every month for each category in the data set . I then need an average of all these months for the given year (or period), separated by category, which
Translating tabs in Help Center
Hello, is there a way to translate tabs in the help center? Here: Thank you
Hide reply option for closed ticket
When I close a ticket and the closed status does not come back to default status people can reply but agent never read their message. Could I hide the reply option? I don't want that a customer can reply if a ticket is closed.
【開催報告】大阪 ユーザー交流会 6/8（木）
皆さま、こんにちは。コミュニティチームの中野です。 6/8（木）に「マーケティング / 営業部門におけるZoho 活用方法 」をテーマに、約4年ぶりにユーザー交流会（Meetup）を大阪・梅田にて開催しました！ 本投稿では、その様子をお届けします。 なお、セッションで使用したスライドについては、東京開催のレポートにて共有しています。 今月の開催回では、船井総研デジタル 伊佐次 崇宏さんによるユーザー事例セッション「社内商談管理を効率化するための Zoho 活用術！ ～商談 /問合せ対応 / データ可視化編～」のほか、弊社技術部による、Zoho
Zoho CRM Email Notifications
Hello, I have created an email template in Zoho CRM which contain buttons to various dashboards and spreadsheets. I want to schedule this to be sent out every Friday however I can currently only do this by setting up a workflow to trigger the email based
Zoho People in Spanish
Hello team, Will Zoho People be translated in Spanish? Am I doing something which is incorrect? Many thanks in advance. Christophe Mendez | Head of Consulting Services
Now Zobot can log your appointments with Zoho Bookings!
Hi everyone, good to see you! Here's a simple yet efficient Zobot for organizing and scheduling appointments via Zoho Bookings. This Zobot can start a proactive conversation, schedule appointments/bookings with your website visitors on their preferred
Unable to upload attachment. Please contact the forms administrator.
How do I fix this error?
Advance Rules fail due to "Enter a proper value"
I have a simple form. I have 3 required fields/sections. Rest are hidden. I have a subset of questions I'd like to have answered via a dropdown. But no matter what I do I get 'error occured. Enter a proper value" For example, I had radio buttons (changed
One form leads to another form
I've tried figuring out on my own but can't seem to find the answer. I built a form for users to submit a request for hardware/software. Once the form has been submitted - I'd like the answers to be populated in a new form where I add some context/additional
Exclude some contacts from personalization
Hi. I want to personalize our e-mails using "Hi {First Name}". However, some of our contacts did not fill in their full first name, but only their initials following by a dot. Is it possible to exclude all contacts with a dot in their first name and show
Lock a field based on another field
I have a couple of fields that I want to lock for all users except admins based on field value so locking the field for admin-only is not an option. For example: Field Account Stage can be edited by anyone until it goes into 'Customer'...at this point,
Passing through Lead ID to landing page
Hey everyone, we integrated a zoho crm web form (by using source code) on our website. We'd like to offer customer a set of actions AFTER the lead was submitted (such as scheduling an optional callback appointment). We want to update the previously generated
PDF notes no longer accessible
All my notes with attached PDFs have suddenly become inaccessible. When I try to open them I get a grey screen with the words docs.zoho.com refused to connect on it. Is this an error, a bug or a new 'feature option'?
Zoho Notepad - Lost my notes because of Sync Issues
Hello, I downloaded the desktop version of zoho and was updating some notes for school and when I had to sign back in it snyced with the version that was on my phone that never updated and now I have lost a good deal of information. Is there a way to
Disappearing notes
Hi, I keep lots of notes. I love this app. Suddenly several of my notes, have headings but no contents - these are passwords to get into different sites so are pretty vital. I have definitely not deleted them. There was a question about this 7 years ago,
Are photos taken within Notebook part of the 5 GB limit?
The title is pretty self explanatory. I would like to be able to take scans of my handwritten notes without the danger of going over my 5 GB data limit. Although one photo I took was only 1 MB, I might run out of space by adding attachments such as pictures (not of notes), PDFs, Office documents, etc If photos/scans of notes taken with the app are included in the data limit, could you consider adding a feature similar to Google Photos where there is an option to backup an unlimited number of high
cursor jumps to random location while I'm typing in Notebook
Hi, I cannot share a screenshot of this, but on a regular basis I'll be typing in Notebook and the cursor will suddenly jump about 3 lines up from where I'm typing! It will then continue to add the new letters to the middle of previous things I've already
Locked out
Is there a telephone number to contact a representative. I cant unlock my cards because it wont accept my password. I want to remove PASSWORD LOCK permanently. I need immediate assistance.
New to Zoho Notebook: is there a way to open a stored bookmark from the Windows desktop app in my fvourite stand-alone browser, in stead of in-line?
Hi, signed up and installed Notebook yesterday as an alternative to Evernote. Also got the web clipper extension for Firefox. Looking good so far. As a test I used the Web Clipper and stored a Bookmark. Then tried to access the note card first from the
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