Can't Add Picklist field to my Record
Whenever I want to change the deafult value "Option 1" of my picklist, it shows me a red bordered field hinting an error, without error message. I don't know what is wrong, since I created XX picklist fields in Zoho CRM with no issues so far.
How to set ZOHO apps as defaults for .xlsx, docx etc
Any news ? This was promised for ZOHO Writer in 2020! and needed for all Zoho apps
Font Sizes...
I find the font sizes available in Campaigns a little restrictive. Outlook, for example, has a default font size of 11 points for emails - and yet Zoho Campaign allows only even numbers of font sizes. I can have 10 or 12, but not 11! Can this be fixed?
Zoho Meeting Integration with CRM and Related Lists
Hi, I'm a Zoho One user, and have CRM and Meeting integrated. I was hoping to see a Contact's recently invited/attended meeting in CRM when viewing them in the Contact Module as a related list item - but it's not working. But, I have created the Meeting
Using Field Alias
hello, I want to use alias to pre-fill some of the fields Form that send automatically after within Zoho campaign after user registration. I don't know how to set the url that the fields will pre-fill in with the right data of each registered user. If
The month that was at Zoho Workplace | April 2023
Hello Community, Hope you're all doing good and staying safe. We at Zoho Workplace have brought you with the list of new features and enhancements that have been released in the month of April across Workplace applications. Let's take a look at them!
Regarding Top 10 customers sales Manager wise
Hello, How to show top 10 customers Manager wise . I have row wise data customer and manager wise. But whenever i try to filter by top 10 rows , it shows only top 10 customers instead of Manager wise. I want to show data as below if suppose we have Manager A and Manager B : Manager Name- Customer Name -Row Total ----------------------------------------------------------------- Manager A -> customer 1 - > 10 Manager A -> customer 2 -> 30 . . . Manager A -> customer 10 -> 100 -------------------------------------------------
Paypal Multi Currency Transfers
In PayPal, a transaction in a foreign currency results in 3 transactions - Transfer from my Base Currency PayPal Account to Foreign Currency PayPal Account - Transfer to my Foreign Currency Paypal from the Base Currency PayPal Account - The actual transaction
Google Ads
If we had multiple Zoho accounts, can we link them all to a single Google Ads account?
How to add or design campaign list
Hi, I would like to tag and send emails/newsletters to specific contacts in my Zoho One CRM. I have Prospects (Who used to be Leads) and Contact. I want to tag certain Prospects and include some Contacts in the marketing campaign. How can I design segments
integrate Zoho forms with Zoho campaign
Hello, I am trying to integrate Zoho forms with Zoho campaign - See the attached Screen shoot. I want that after the user submit this Form he will enter to a specific mailing list at Zoho campaign ( See at the attached file the list "WelcomeCrmUpdate"
VAT Number
How do I show the VAT Number on the Estimate and on the invoice
Account Type
How do I create new account type in chart of accounts predefined account types are useless I have seen many blogs from 5 years nothing changed. When Will be the updates will happen.
Zoho Sign: Real Estate User Group Virtual Meetup
Hello! We would like to kickoff this year with a virtual meetup to discuss the applications of Zoho Sign in Real Estate. In this digital era, real estate professionals, whether the customer, agent, or broker, expect to be able to complete all real estate
Moving from CRM to Zoho One
We currently have a subscription to Zoho CRM. and are looking to move over to Zoho One. Just looking for some info in regard to maintaining all our contacts and categories from CRM when we make the move. Will everything just carry over as it is connected
Is there any way to collect the email and/or name of the submitter from Zoho Forms?
Is there any way to collect the email and/or name of the submitter from Zoho Forms?
Fetch Record From Second Table in Aggregate Function
Hi, I need an Aggregate Function that counts the number of records in the Calls table that: 1 - Are associated to a Deal; AND 2 - The Deal associated to that Call is in a stage called "6 - Proposal Presented to Client". I am using the following function,
Amazon FBA - Not Getting Sales Orders
Sales orders are not being synch to Zoho Inventory. Any ideas how to resolve? Products are being sync'd. Just not sales orders. Dale
In sign up form proceed to change the transactional sender's email. (Confirm subscription email)
Hello, I have created a sign up form. Everything is on place BUT when somebody subscribe to the list and receives the confirmation email (transactional email), the sender of this email is wrong. I would like is the related to my company domain hello@<my-company.com>.
Mails sent from tally solutions not received
We are trying to setup a new software. As a result, they are sending OTP to our Zoho mail Id. It is been a month since we are trying. lately the tally has sent success delivery receipt. The matter has been escalated along with attachement. Still no one
How to Convert Lotus Notes email to Outlook?
The best converter program, eSoftTools NSF to PST converter software, is recommended here if you want to convert Lotus Notes email to Outlook. This software is the best NSF to PST converter available because it supports all Windows OS versions and has
How to put a section on next page if its going to break
I am facing an issue with custom templates that some content breaks into multiple parts. Is there anyway of telling Zoho template that this is a separate section, if all the content of this section won't fit on this page then move all of it to next page
Avoid automatic email to certain address
We have seen that the automated ticket opening flow is (rightly) disabled for "no-reply" emails and similar. But what if two IT departments (that maybe use Zoho) use the email exchange for communications or ticket openings? Is it possible to keep the
Download Link Permissions
Is it possible to set download link permissions for a folder in Workdrive? My use case is as follows. I want to use a Workdrive folder as a "hot folder" where users can save certain PDF files to be parsed. A Zoho Flow automation is triggered when a new
How do we change the @mention name for users?
In our group, for some users their @mention chat name is their first and last name. For other users, it is just their first name. We would like to edit this, so all users are the same. How do we do this? Thanks
Show/hide different modules per user
We have users who primarily use different modules and want to streamline their processes by hiding the modules they don't use. Currently, if one person goes to Setup > Customization > Modules and Fields, hiding or showing a module affects views for all
On form submission trigger - Not showing the forms I've built
Hello, At the journey trigger "On form submission" i cant choose/see forms that i built within Zoho forms. I already setup the integration between Zoho campaign and Zoho forms. Why cant i choose/see my forms? See attached Thanks
We need the ability to react to changes to a Person or Ticket being marked as Spam, and we need the ability to change the Spam status of a Person or Ticket
We have Desk <> CRM sync set up. When a Desk Person is marked as Spam, the CRM Contact should be updated. Instead it appears that the Desk Person has the CRMContactID value removed, so the Desk contact gets disassociated from the CRM Contact. In our case,
Viewing Poll Results
Hi, I set up a campaign with a basic poll. I can see link clicks but I can seem to find data on the poll (i.e pool results). Can anyone point me in the right direction. Thanks Jon
Create user account in embedur UI to view CPE https://broadband-rest.airtel.com
Team- Pls create users for https://broadband-rest.airtel.com/ embedur webportal sheet attached
Spotlight series #8: Share feedback on slides with your team
Hello everyone! The feature in the spotlight this month is the Comments Section. When your team is assigned a presentation, you need to collaborate to ensure it is completed efficiently. It is crucial to have collaborative presentation software that enables
Integrate Grammar Corrections/Spelling Suggestions
Hi, Often while using Zoho Creator app, people make mistakes while entering text, it would be really helpful if autocorrect/grammar suggestion is made available using Zia in Zoho Creator. Regards, Sushanth
Unable to find "Business Hours" for chat
Hi there, Not sure if I'm going crazy here but I don't seem to find the settings to set the Business Hours for the Zoho chat. I found a Zoho article here where it says "In Settings > Brands > Your brand name, Click on Business hours on the top right corner."
Calculation with formula in Product Template is not correct whe using %
Hi all, I new to Zoho an using it as a try-out. I would like to calculate the Purchase Price based on Unit Price & vendor discount. So: I add 2 fields on the template Vendor Discount as % Purchase price a formula field (Integer) with the following formula
opening balance in bank account is different that what I entered
I just migrated on May 1st and my bank account can't connect to Books, so I'm posting everything manually. When I look at my bank account opening balance under Settings -> Opening Balances, it has the correct amount - the amount I entered. When I look
Possible to sort contacts by first name?
Thread title says it all. In CRM we sort Contacts by first name. In Desk they sort by last name. Can we change that? Thank You
Email signature fonts
My signature looks great when I'm composing an email, but when it is received the fonts and margins are messed up. Very annoying!!! People keep replying back that my signature is not very professional looking. When I send: Michael Sarvi Founder & CEO www.getgamescape.com msarvi@getgamescape.com (800) 381-5317 x 701 office (301) 980-4349 cell When it comes back: Michael Sarvi Founder & CEO www.getgamescape.com msarvi@getgamescape.com (800) 381-5317 x 701 office
Solution of the Week: Top N within categories
Consider the sales data spread across days, regions, product categories, products, customers. And you want to know the Top 10 products in each year. If you try to do a simple Top 'N' filter, it will club everything up and show the 10 rows with the most
Notify client users via email of project progress
Hello, I wanted to be able to send automatic EMAIL ntoifications to clients about the progress of their work based on when a task or milestone is completed for a client's project. How do I do this. I noticed Bug has the ability to email, but i don't think i want to send out bug notices. And No, I don't want to have to update the feeds for hundreds of clients either.
Zoho Desk Extensions are currently breaking due to night mode theme
Since recently Zoho Desk has introduced theming as well as a Dark/Nightmode This currently breaks Zoho Desk Extensions since they can't adapt to the theme of Zoho Desk, currently there are several variables "zdTheme, zdDarkMode, zdPalette" which are stored
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