Trying to partition data from Zoho Desk into Analytics when a Contact is associated with multiple accounts
I have an interesting use case wherein a contact is associated with multiple accounts in Desk. I created Desk tickets for each account associated with that contact. I then went to Zoho Analytics to look at dashboards. I added an account filter but all
Print/Upload Emails Directly to WorkDrive
It would be very helpful to have the option of printing a pdf copy of an email directly from email to WorkDrive. I know you can set-up filters, etc, but we need the basic option of printing an email directly to WorkDrive. Thank you!
This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hi, I get the following error message whenever I try to create an account using control Panel. Please advise. Regards,
Rename file uploaded
In a Form, how to rename a file uploaded. Field 1: Name ..............John Field 2: Upload file .......cat.jpg (student assignmement) record: John ........John_cat.jpg Thanks !!!
SHOW DATE & WEEKDAY on SAME LINE in reports
Hi It would be very handy for us, when 'Configuring fields for Web' to be able to show the date as 'Full date AND weekday' We advertise our reports so would be handy to show not only the full date, but the weekday too ie 06-March TUESDAY Thankyou!
New Users Not Receiving invitation emails
I have invited a new portal user several times but they do not receive the invitation email. This user had previously signed up for a trial project subscription - could there be a conflict if using the same email address?
Accessing sub form data in a template or rule
Hi, I've added a "Sub form" from the list of Advanced Fields and it looks/works great! Only when I tried to merge the data into my Writer template did I realize that none of the fields were visible. Then I checked your documentation for Forms and saw that Sub-form is not even listed as a field - so I've stumbled upon a brand-new feature? That's great! I can see that the data submitted for the subform is visible when "All entries" are viewed. However there seems to be no way to actually consume the
Internal staff use portion
Hi, I would like to ask anyone who might have the solution for this. I am creating a service repair form in zoho forms, where the form will be sent out to the customer eventually for their records. However, I would like to have a portion of the same form
Inventory Integration With Yoco For Online Payments Same As Books
Hello, you'll have integrated Books with Yoco payment gateway for online payments, can it be done for Inventory as well? Books and Inventory are quite similar so I'm assuming integration of Yoco with Inventory should be possible? Having at least 1 South
Extend Zoho Sign Trial
Hello, I started the Zoho Sign Trial without even using it and now I want to test it but I can't. Is it possible to get a little bit of extra trail period?
Cannot create field rules for subform radio response in first entry
Hi all, Is there a way to apply a field rule to a radio button response in a Subform? I want to have the File Upload field appear when someone chooses Yes to "Receipt attached:" It seems subforms are not recognised by the field rules though... Any response
ZohoMigrationInstaller.exe
Hi I cant find the link to install this software We are trying to import an older pst file into the email Can anyone help please Thanks
Zoho timesheet do we need a project ?
Hello everyone, We want to start looking into using Zoho Books timesheet module to keep time for our employee work. But looking at it, do we need to have projects/tasks to keep time. For example we have our support agents who don't do projects or tasks
Dynamically get Project Template ID (for Zoho Projects) in Zoho Flow
Good afternoon, I'm trying to create a new project with the Zoho Projects API, when adding a new Contact in Zoho CRM. For this I am using Zoho Flow and I need to insert the "template_id". This id is visible inside the url in Zoho Projects, in this case
Password autofill not displaying on wallapop.com
For some reason recently I'm not getting password autofill option on wallapop.com: I assume they've added something to their fields to prevent this? Anything that can be done when this happens? Yes I know I can use the extension to insert the data but
Transaction Rules: Default OR instead of AND
Just why oh why is the default OR instead of AND? Just ... why? It's a crazy, bonkers decision. Also, it'd be great to have a 'Does not contain' option... There's a great program in Zoho Books dying to get out, but it's hampered by its awful, awful UI.
Unearned Revenue
Dear Zoho Team, I have this scenario where in we have clients who have paid in excess of the invoice issued in Zoho. And there is no other invoice of the same client to match this overpayment. Can you please advise what is the work around so that the
Bank Reconciliation
I am facing below problems in the bank reconciliation. 1. Bank statement details are not showing in the "Journal" transaction type even though the transaction is matched and reconciled 2.Bank reconciliation report is only available for the period of 93
Automatically add email from SalesInbox to Contact or Deal
We import our email from Outlook to SalesInbox. When an email comes in from someone in our Contacts, is there a way to have it automatically be attached to that Contact? If they are associated with a Deal, can it be automatically attached to that De
Checkbox field display into Canva
Hi, Since last week, we have observed a change in the display of Checkbox fields in Canvas Before, we had a tick but now it is almost invisible. The same field is correctly display in standard view. Does anyone had the same issue?
Integration Calendly, label Premium: what does this mean?
Hi. I'm searching for a Calendly integration. I've discovered that Zoho Flow has this connection. However, there is a label 'Premium'. What does this mean?
#BiginnersTips- Filtering Leads vs Contacts in Bigin - Post 4
Contacts and Leads are two important terms in any CRM. While they seem similar, they have distinct differences that can greatly impact the success of a business. Keep reading to know more: Contacts are individuals or companies that you have established
Get instant payments on chat with the Zoho SalesIQ - Zoho Checkout integration
How often have you lost out on a potential sale deal due to the lack of an immediate payment solution? How frequently have you encountered delays in purchases or missed out on sales opportunities simply because the process of product booking and payment
Add multiple email messages with one click with Zoho CRM Addin for Outlook
Hi All, I saw a similar post from 6+ years ago with the same concern but that post has been locked without a helpful response. The original post was for the Outlook plugin but the concern is still the same. We use Zoho CRM Addin for Microsoft Outlook.
Creating one-time meeting links with Zoho Bookings
IMPORTANT NOTE: This is an older workaround. Zoho Bookings now supports one-time meeting links. Please refer to this page to generate one time meeting links. Want to schedule ad-hoc meetings? Want to share only a particular time slot for a meeting? Don't
Monitor Facebook Ad Posts
Is there a way I can monitor comments coming in on my Facebook ads?
How to make an icon's link
how can i make the icons a link? Not the text, just the icons
Place and Log Calls from Zoho CRM Mobile App
Hi, We would like to place telephone calls directly from the Zoho CRM Mobile App, so that: If the call is related to a Lead, the call log shows the lead it is associated to (in the "Related To" column); and If the call is related to a Deal, the call log
Date Flow Conversion in Flow! I can finally rest in peace!
Date Flow Conversion in Flow! I can finally rest in peace!
Send email to lead with Pabbly integration
Hello, I have a scenario that I am automating using Pabbly- "When 'Lead Status' is updated to a particular value in Zoho CRM, I want to send an email to that respective lead." The approach I am using currently is - "I checked for respective updates in
Can I let Zoho Campaign sending a report email to my inbox one day after campaign sending?
I would like to ask if it is possible to have Zoho Campaign automatically send an email with a report to my mailbox one day after sending a campaign. Is this functionality available?
Standalone Calendar App
Totally love Zoho! You guys are always making amazing changes and updates. I've also noticed that in many cases Zoho does NOT consider users and organizations feedback. Is there any particular reason that Zoho has not made the calendar app a standalone
Difference between functions
Hello everyone, I would like to know what is the difference between using direct code in the forms, either in a field change or when loading the form, and using a function, since thinking a little, at the moment of performing the function, I will have
Formulario Web Zoho no funciona
Buenas tardes. He incrustado el código HTML en mi página web, pero al momento de presionar el botón enviar, no realiza el redireccionamiento a la página que indiqué y no envía como tal la información del formulario a ninguna parte de zoho desk.
using two accounts within zoho desk app
Hi team Kindly I need to know do I'm able to use two different functions accounts in zoho zesk application? Thank you
Parent Account
Hello, I wanted to know if anyone has had the need to have accounts grouped together and to be able to obtain all the information related to said grouping. For example, being able to see all the tickets of a company and its subsidiaries.
Zoho CPQ
Hello @Zoho team, I came across a post that Zoho is working on a CPQ module or functionality. are there any news about this?
Search Suggestion on Sales Order
Hello, When we prepare a sales order and we must add the name of our customer, the search box is quite clumsy, if the customer's name is "The Big Store" and you only write "Big Store" it does not appear even as a suggestion. The same happens with items.
Packages
Can we please get a "Expected shipment date" column in the list view & the same in the kanban "Sort by" selector. Ideally I'd like to see the expected shipment date in the kanban list rather than the package date. This is very important for those of us
Use Task List from a Project Template when creating a new Task List with the API
It's possible to use a task list from a project template when manually setting it up, however it is not currently possible to do the same when it's being created through the API. Could you please allow it?
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