Package and Shipment needs link to Sales Order
When clicking Packages or Shipments from the left panel and clicking into a given Package or Shipment, the Comments and History tab needs a show a time stamp with a link to the Sales Order so that we can easily get to the Sales Order to perform necessary
Zoho lead module and gravity form custom field mapping not working
I am trying to pass gravity form data from my website to Zoho CRM lead module. I have created custom field in lead module, mapped both gravity form with Zoho properly, still not receiving the data. Please help me to solve this issue.
[Upcoming Webinar] Win with Analytics: Overcoming 5 critical sales challenges
According to a Harvard Business Review study, companies that excel in sales pipeline management witness a remarkable 28% increase in revenue growth. To clock such accelerated growth rates, sales teams must adopt a comprehensive approach that enables them
Why can I only "Manage Employees" in bank reconciliation?
It really makes no sense that Employees can't be edited in settings or something. Also why can I not edit them (can only delete) ?
Product Categories and Discounts
I'm a new test user with Zoho and am a bit shocked at how bad the quoting module is. You need to provide an easy way for a sales person making quotes for customers to be able to set discounts in multiple ways within the quoting system. I think most companies
Populate a Text field using Regex and input from another field
Hello Everyone, In Zoho CRM, I have a field - "Website" where I put the website of my Leads. I have another field - "Website Domain". I want Website Domain to be auto-popuate using some regex formula. The regex formula will extract domain from the input
Whatapp Integration with Zoho Recruit
Do we have Whatapp integration with Zoho Recruit and can we create workflows to send automated response to candidate status on Whatapp ?
Accounts/Contacts being created when a new Ticket is submitted through my Support Mail on Desk
As of currently when different people (even Spam) send mails to our support mail configured in Zoho Desk we're populating Zoho CRM with unwanted contacts like the ones coming from Spam and all that stuff Is there any way to disable this? Please your help
Billing info Zoho Support
I Can't find the place to update billing info (new CC) for Zoho Support
Setting up an Agent 'Script'
Is there a way to automatically setup a list of things to do or scripts for the agents to follow upon initial creation of a ticket? I thought I saw this at some point but can't seem to find it currently.
Google Shared Drive Usage
Hello; We have use google shared drive. But can not use the Zoho Show with share drive. How can we do this? Regards.
Account block information
Your account info@hibiscus-land.com has been blocked due to security reasons. Click here to read about our usage policy. Blocks list Web block: Suspicious login activity. Mail Outgoing block: Suspicious login activity. IMAP block: Suspicious login activity.
Aplicando el estilo ZOHO a un Widget
Hola buenos días Logré implementar mi primer widget, pero quedé con la duda de como aplicar el mismo estilo como se muestra en la imagen letra A, hay font y colores que me gustaría aplicar en B, pero bienvenida sea una ayuda de la comunidad de como hacerlo
download is temporarily denied
i recently receive this message. now i cannot download any attachment of my mail!!!! not any response from Zoho support yet so sorry
How do you rename a form in Forms.zoho
How do you rename a form in Forms.zoho?
Creator: Calculating and Recalculating Sum of Two Subforms
We have a form with two subforms within it. I’m trying to run a loop through both subforms to calculate the sum total in a field that is separate from both subforms. How can I calculate the sum total of all “Rate” fields within both subforms? Also, I
Can you deactivate the "Companies" section in Bigin?
We use Bigin for B2C auto sales, not B2B sales. Are we able to deactivate the Companies section?
How to add the payment methode?…
I hv troble to add the payment methode
Collaborative Event Editing: Enhancing Collaboration in Zoho Projects
Hi Zoho Team, In today's fast-paced business environment, projects evolve and change rapidly. Often, events need to be adjusted or modified to reflect the most up-to-date information. By enabling users to modify events created by others in real-time,
Task Template in Zoho Projects
Hi Zoho Team, One of the key challenges in project management is the repetitive nature of tasks. Many projects involve similar activities that need to be replicated multiple times. With a Task Template feature, Zoho Projects can enable users to create
Account or Contact Mapping from CRM to Desk
Has anyone had success mapping a User field from CRM to Desk? I'm assuming I need to create a Single-Line field in CRM and use a function to populate the User Field to the Single Line field in order to map to Desk. Thoughts?
Syncing Campaigns contacts to Zoho CRM
We would like to sync our contacts in Zoho Campaigns into our Zoho CRM account. However I can only figure out how to do this in reverse. For example, I see documentation here, but those options don't appear in my account. When I setup a sync between Campaign and CRM, it will only pull records from CRM into Campaigns, but I want to send them from Campaigns into CRM. Can I get some help in how to properly configure this?
Display CRM Potential name on Zoho Books Invoice PDF
Is there a way to show the linked CRM Potential Name in the Invoice Header (in Zoho Books)? Currently using a Flow to copy the deal name as the invoice subject, but it would be ideal to have a dedicated field to enable in Invoice templates.
Owner Email Address. How Should I set it up?
Hello, I am going to have all company-related operations under Zoho One. Right now as I can see on Zoho One config Zoho Organizacion owner is selected from the employee list. The employee that is the Owner has his Zoho Account Profile linked. That Zoho
Sort a pie chart legend by the count
Is it possible to change the sort order on a pie chart to list the values in order by the count vs. alphabetically by the name?
Change Candidate Status via custom function
scenario: after an X number of days, i need to change the candidate status to another status... right now, i can change all fields except candidate status... I also so that id is defaulted to read-only Can you please give me sample of how i can do this?
How to handle multiple Zoho accounts?
Hello, I have two Zoho accounts, one for each of my companies. Since URL are "opaque" (GET vs POST thing, I guess), there is no way I can create a bookmark to access either one or the other with a bookmark. And I prefer not to merge the two databases. Any ideas? Thank you!
embed zoho sheet to google sites and allow real time update
Is it possible to embed zoho sheet to google sites and also allow real time updating?
Zeptomail stopped working
Hi, Zeptomail was working fine, and then suddently it stopped working. No more email are sent, we did not change any setting. When we try to send a email via Zeptomail SMTP, on our nodejs server, we get after a while: Error: Connection timeout What
Update Record - Failed to push as the required 'Zoho CRM' field was empty.
Hi, I have a setup with synchronization to crm (integrations) and reading data from crm (zoho crm advanced field). A few days ago it was working. In the meantime I made some changes and now it does not work. When saving a form the following error is displayed.
It is possible to create an estimate automatically?
It is possible to create an estimate automatically when the potential's stage is Won and with some fields information about the items?
Cookie Bar Cuatomization
I have a website in which I did not success into configure the cookie banner according to the instructions in the knowledge base. I have made the suggested changes in this knowledge base, but the data does not update as desired. Therefore, I am unable
Moving a layout & related records to a new module
Hi All, Hoping this is possible. We have a custom module set up for all 'customers' across different projects under a single module named 'customers'. As we're now expanding, I would like to make sure projects related to each other are under their own
Sales Order Ordered Items Subform into Zoho Sign/Forms
Hi, I would like to set up the ability within a sales order to send a zoho sign document or zoho form that will add the ordered items subform to the document/form thus allowing me to gain a signature for the ordered items? Can anyone help with this please?
Will Zoho People ever sync an account name change from Zoho CRM
In Zoho CRM, if I change a name of an account and it was previously imported into Zoho People it does not update the change in Zoho People. Does Zoho People have any plans to keep these account names in sync?
pop form in a report action buttin to update a filed
Hello i know i am missing a simple thing but can someone help i have this (Update price action button ) in a report named Hold_item with this code inside the workflow openUrl("#Form:Update_Hold_Price?Cartlow_FBS=" + input.ID ,"popup window"); its suppose
Access subform fields from a lookup field in template records
greetings I'm working on a record template for a form where i have a look up field which allows access to a subform in another form, now i want to list that subform fields in a table, but i'm not able to find anyway to access any of the subform fields,
Mass-mailing without templates/ For Vendors
Mass mailing should be possible without setting up templates... i.e. we select few contacts/accounts/vendors and send the desirable message to them... This can be very much useful specifically for vendors for giving common instructions, for sending same
Google Analytics 4 setup instructions
Now that Google has migrated from Universal Analytics to GA4, I need to set up our Zoho Desk Portal so stats will start being collected. I see the instructions for UA, but can you point me in the direction of assistance for GA4? Thank you.
End user profile mandatory fields: how to force the user to compilation
Hi, when an end user recorded on the portal through an SAML system, he is addressed directly to the home page of the end user portal. This does not allow us to collect the mandatory data of his user profile. Even if the fields are mandatory, he can safely
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