Historical Records when customer email address changes
When an email address is changed on a customer record, all past invoices for subs under that customer now show the new email address instead of the one it was originally sent to. This makes it very hard to put together a history of account. Do the related
Does Immediate Sync work on Updated records?
In Campaigns > Contacts > Sync Services: Does "Immediate Sync" also watch for, and immediately pull in Updated records (as opposed to strictly New records)? It appears that it only pulls in New records. Otherwise the once-a-day delay of the "Periodic
Value of Orderbook
I am not sure how to do the below in Zoho Books (or in Zoho CRM) When I win a project, for example £100,000 value, that will be converted to revenue over a period of months, so bellow is how I would like to report (somehow!!) - Tender submitted, £100k
How can I create a Contact, Organization and Deal in CRM from a form submission?
Hi, I can currently create a Contact and Organization in Zoho CRM with Forms integration, but now I want to create an opportunity as well associated with this organization. Any ideas how I can create all 3? thanks
Add item in Sales Order by using SKU
Requirement - To add a Sales Order via API My objective is to add an item by inserting "SKU" and not by "Item name" or "Description". Note - In the Item Master's UI, I see a field called SKU and I set this to "Item_ID" and I get an error saying invalid
Report on Scoring Rules
Can someone explain how to report on scoring rule fields created by adding scoring rules to a module?
Zoho Subscriptions
I need more Currency and Date fields. Zoho said I need to upgrade my membership to get more and set me these options: https://www.zoho.com/crm/help/complete-feature-list.html However, I have been on Zoho One for years. Isn't Zoho One the highest level
No App for Store Owner
Zoho Team: As a store owner, I do not have an option to checkout how my store is performing on an mobile app. While accounting on zoho books can be done on the go when can one expect similar features in Zoho Commerce?
Zoho mail can not load.
Zoho mail can not open mail to read. See only topic but wen you click open mail can't open.
Attention! Planned maintenance will take place on 17 June 2023, between 1:30 AM and 2:30 AM GMT
Dear Customer, Planned Zoho Desk maintenance will take place on Saturday, 17 June 2023 from 1:30 AM IST and 3:30 AM IST. We'll be using this time to upgrade our app servers, which will help us maintain the reliability of Zoho Desk. During the maintenance
Zoho Creator Upcoming Updates — June 2023
Hello All! We continuously strive to enhance and improve Zoho Creator with new capabilities. Continuing with this journey, we're excited to share the latest developments and progress with you. Let's dive into the highlights of the month! Portal page customization
Zoho Workdrive truesync for macOS 13 Ventura release?
Hello, When will Workdrive truesync's version for macOS 13 Ventura be released? Right now, version 3.5.35 says it is not compatible. Thanks
Stageview not loading
Hi all, Does anyone know why one stage in my stage view is not loading? I have cleared the cache in Chrome and tried this in Safari, and I am still getting the same error. Thanks
Formula Field In Subform
Hi Everyone, Kindly let me know how we can use Formula Field in Sub Form ?
Is it possible to just download the attachments (resumes)?
Hi instead of me downloading everything from Zoho, is it possible for me to download just the pdf/doc/txt files that make up the resumes stored for my zoho database? Thanks! Michael
Bank Transfer Transaction Record - Zoho Books
Hello, In case would like to record money transfer transaction between 2 different currencies except of base currency in Zoho Books, the system push you to record money transfer to base currency account firstly, and then allowing to record target currency
Busy light
Is there a way we can have a busy light synced with Zoho Cliq ? The light will turn red when a user will be on a call/busy in Zoho Cliq and will turn Green when he'll be available. It will make the open office work easier
Posting Contacts using Zoho CRM API V2
When we are trying to post multiple contacts after running the posting 2-3 contacts no new contacts are created and we get the API response of System.Net.WebException: The operation has timed out. We are trying to post 100 contacts daily and the posting
Update field with value from another field
Hey, community, I have one request; I can not figure out how I can do it via workflows. If you can help me, it would be great. I have a custom field (checkbox) in a Deals module. I need to put the value of this field (Y/N) to all invoices ("Invoice" module)
Global search
If I change the search layout, it's changed just for me or for all the users? How can I change the search layout for all the users?
List all stages
Hello Everyone, I am trying to figure out COQL to get all deal stages. Any ideas appreciated. Thanks in advance.
Accounts should use only domain portion of a web address as the unique identifier / No way to prevent duplication of accounts?
In Zoho CRM for Accounts, I'm using website as the unique identifier. This means if I have an account with the website crmplus.zoho.eu for example, I can't add a second account with the same website, crmplus.zoho.eu. However, CRM fails to see that these
Graph Data Load Time
Has anyone else noticed a timing lag between updating a data set and that updated info visually changing in graphs? It used to be nearly instantaneous when you updated a table of data and the visual sets updating correspondingly. But the last day or two
Multiple email address setup for one account within Zoho CRM
Hi , As title mentioned, is it possible ? The requirement as below: John own multiple company , each company have diff email address - john@companyA.com - john@conpanyB.com However John only had one CRM license account. Initially in CRM , he had setup
Use History tracking data
Hello, Is there any way I can create reports/dashboards using the history of a record? What I mean by this is: - I want to create a report that would show how many deals went from "offer" to "closed lost" VS how may deals went from "offer" to "closed
Kaizen #90 - CRM Variables and APIs
Hello everyone! Welcome back to another post in the Kaizen series! This week, we will discuss what are CRM Variables and variable groups, how to create, update, and delete them through an API and the UI, and a simple example in Deluge of using a CRM variable
Import Incomplete - Sales Invoices
Zohobooks says that 418 invoices have been successfully imported, but there are only 61 invoices imported. Any idea why this is happening?
Is a Bug or I need to add Client Script when I create a record?
Hi good afternoon, I have a deluge script that creates a record as shown in the image, despite programming a client script in the load and edit event, this information appears that does not exist But if i see the client scripts or So what's the wron
DELETED topic "Zoho vault asking for master password every time launching the web interface and other issues##[4005523652483]"
@J Christopher Clement Soris Hi Please restore the deleted topic? why was it removed? https://help.zoho.com/portal/en/community/topic/zoho-vault-asking-for-master-password-every-time-launching-the-web-interface-and-other-issues
Undelivered Mail Notification
I use recruit, I've been getting this email every time an email is bounced. Is there any way to turn that off?
Create project for CRM Account
Hi, Can we create project by using our CRM account details of customers, is it integrated with Zoho CRM?
Create Task from Outlook Email
Is this possible?
Doctor referral module
Hi, we are trying to setup CRM in our company and we heavily rely on our sales of our products through referrals from our database of doctors. For example, if any patient buys a product (X), it will most probably be referred by doctor A or doctor B. So
Changing what app opens PDF on workdrive
Hi, I would like to open pdf files (that are saved on my workdrive) from a different app such as adobe reader. How would this be possible? Kind regards
Receiving duplicate emails
Most users are randomly receiving duplicate emails in their inbox. They are using Outlook, but duplicate emails are also in webmail. They are using IMAP. Someone can help?
Zoho Meeting screen-sharing unusable, especially with ultra-wide monitors
With the announcement of HD quality in Zoho Meeting I thought I'd give it a try. The video quality seems okay, but I wouldn't call it full HD quality. Though still not as good as Zoom or Google Meet, it is acceptable to where I could use it. However,
Some Old Fields Appearance
Hi Everyone, It is observed that some fields which are already deleted earlier, but such fields are coming in the list for selection. For better understanding, I am attaching the screenshot for the same where two fields are highlighted with red color
How can I set up custom email addresses using my domain name with Zoho Mail?
I would like to create personalized email addresses using my own domain name "DJMOLDING" in Zoho Mail. Can someone guide me through the process of setting up custom email address and configuring them with Zoho Mail? I want to ensure that my business emails
All Pipelines - Como evitar que por defecto siempre salgan todos los Pipelines
Este problema es algo que ya reporté en el pasado, se supone que un agente de soporte en español iba ayudarme a buscar una solucion y nunca más se supo. Repito el caso En este momento, por defecto cuando accedes al modulo "Deals" aparecen "All Pipelines"
How to create a new list based on user data
Hello, I'm using Zoho one. How can i create a new mailing list based on user data? For example: New mailing list for all the users that signup between 01.01.22 to - 31.12.23 Thanks
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