New Updates to the Bounce status in the Campaigns module
Dear All, We hope you are all well! We are here with new updates to the Campaigns module . As you know, Zoho CRM could be a bigger database of Leads and Contacts than any standalone marketing applications. Thus, we have the campaigns module to manage
Zoho User Group in-person meetups - learn and discuss Zoho at a meetup in a city near you!
A big HELLO to the everyone in the Zoho Community! Another great year, another set of new challenges and another set of vibrant goals are ahead of us. We're starting the year off with the ZUG meetups for 2023 spread out globally. We're back again with
Sales Return of Serialized Items - Serial Number(s) Should be Listed
Hello, when I go into a Sales Order where we sold serialized items and create a Sales Return due to one or more of the serialized items are being returned, when clicking "Add Serial Numbers" as shown in the images below, the system is not displaying a
How to compare records collected in creator to outside data
I have built an app in creator that gathers user input data that I need to check and see if it matches an outside data source for quality control purposes. It seems like doing this within Creator is not a great option, so I am looking for a way to do
Can I proceed my own site under your guidance?
I am considering creating a website similar to https://www.chicksinfo.com/ but I am uncertain about the feasibility of using Zoho. I would appreciate any guidance or support on this matter. Thank you.
syncing zoho calendar with iphone and macbook calendar not working
I followed the zoho instructions https://www.zoho.com/calendar/help/caldav-sync-zoho-calendar.html#alink2 to no avail. does anyone have zoho calendar synching with iphone native calendar or this one of those things that will never work? ty
CRM: neues Meeting als Online-Meeting über MS Teams
Wann wird es möglich sein, eine neue Aktivität als Meeting, mit der Durchführung als Online-Meeting mit MS Teams, anzulegen. Derzeit nur mit Zoho Meeting oder TeamViewer oder.... nicht MS TEAMS.
Tracking multiple property accounts owned by one person in Zoho Books
Hi, Sorry if the title sounds a little confusing! And apologies for the long question! I run a property management business and manage property complexes/condos. I manage the communal fees for the owners. My problem is tracking owners that own multiple
Change default template for estimate (not email or pdf template)
Hello, Looking into making some custom templates in Zoho Books for the sales team. When they click on a deal and go to make an estimate I would like to change the table below to include predefined headers fields so they don't have to manually add all
New Status for Issues (Research) not available in list of issues for any project and only 3 are available, Open, Closed, In Progress.
Zoholics España 2023: ¡nos vemos el 10 de octubre!
Zoholics España 2023: ¡entradas ya disponibles! Teníamos muchas ganas de anunciarlo, y ¡por fin podemos decir que el Zoholics España 2023 es una realidad! Después de un evento que nos dejó muy buen sabor de boca, este año sentíamos la necesidad de repetir
How Do I Not Require a Credit Card on Hosted Payment Page
Your own marketing says that requiring a customer to enter a credit card for a trial reduces the chance that people will sign up. I can't find any way to not require the user put in a credit card. This should be an easy setting. The only references I see in the forum say that you can't use the hosted payment page. This is such a basic feature that this makes no sense to me. What is the workaround? If there is no way to not require the credit card, I would have a free trial as a plan but I don't see
Merge API error code: 6031
How do I specify the correct Workdrive Scope for "write"? Here's the help text: Merge API - Possible error codes (zoho.com) Here's my code: void merge.merge_testing() { url = "https://zohoapis.com/writer/api/v1/documents/o8bjeb51ed847cd36417da997a2b6df780202/merge/store";
Ability to apply VAT (consumption tax) for bank fees in the payment section of invoices and bills.
Please, please add the ability to apply a VAT or consumption tax to the bank fee option in the payment section for invoices and bills. With all other expenses, there is the option to add the tax. So why not with bank fees? It is not logical at all to
How to change the automatic inserted E-Mail recipient when sending an email within potentials
Hello there, we are a marketing agency, that needs to communicate with the advertiser and the publisher. The problem is, if we want to send an email to the publisher within a potential, automatically the email of the advertiser is selected in the email
Contact Module - Additional fields for social media handles
Hello - Can anyone advise how I can get the same functionality of the Contact Module "Twitter" field but for other platforms such as Instagram and Facebook? The Contact Module "Twitter" field, when completed, provides a clickable link that opens the contact's
Customized Activity Types
Is it possible to add a new/custom activity type in addition to the standard "Call" "Task" and "Event"? How would I go about doing that?
Difference between Zoho Mail Shared Mailbox and Zoho Teaminbox?
Hi, I want to know the major differences between Zoho Mail Shared Mailbox and Zoho Teaminbox. Because as far as I used both served the same requirement, both are the collaborative platform where member of the email address can access all the emails including
adding a field to a URL in a zoho crm e-mail template
I'm trying to add affiliate codes from a user field to links to my on-line store. I created a URL link in an e-mail template by appending a plain-text user field to a valid URL, like this: https://www.domain.com/page$[user.field] The contents of the
Error when cloning Gallery
Hello, I'm cloning multiple time one event, today. I noticed that for every clone, I get the same error (screenshot). The gallery has a problem. Is the Gallery mentionnend in the summary, the event gallery ? It is not that obvious (event if this is the
Power of Automation : Auto-update a set of tasks in Zoho Projects using Custom Function
A custom function is a software code that can be used to automate a process and this allow you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps you to automate complex tasks
Zia - Generative AI for publishing posts in Zoho Social
Generative AI is a type of Artificial Intelligence that uses existing content to create new content in the form of text, video, audio, or images by processing a large volume of data. It can be used to create blogs, social media posts, and emails, or to
The month that was at Zoho Workplace | March 2023
Hello Community, Hope you're all doing good and staying safe. The applications in Zoho Workplace had few enhancements and feature releases in the month of March. Let's take a look at them! Zoho Mail Choose to have your recent replies on top In Zoho Mail,
Signature Not showing up
I have set a signature in basic email and in the CRM system and neither is showing up when I create an email in the zoho email client. I can't figure this one out. Everything else is working fine and I am not using and have not set up any email templates
More app on the header toolbar
Hi, I'm using workplace with different accounts, a free one and a zoho One one. For the free account, I don't really see a benefit as this is basically the same tools as zoho mail and zia. No access to other app like cliq, sheet, notebook etc... I guess
Webinar vs Showtime vs Meetings
HI, I'm wondering what is the benefit of Webinars when Showtinme and Meetings have the same functinnality. It seems confusing for me. * products with the same functionnalty. I know contacts using Showtime or meetings.. why should we move to Webinars instead.
How to migrate shared mailbox from O365
Hi, i am planning a migration from Microsoft Online. Unfortunately I did not find any options in the inbuild migration tool to have a shared mailbox as migration target. How can I migrate shared mailaboxes (including calendars) to Zoho Mail? regards
Populate Contact from Account via Function
Hi, we do have a field in "Accounts" that should populate a field with the same name in eacht associated contact. As Zoho doesn't offer that integrated (why???) we have to do it via functions. So here is my function: rec = zoho.crm.getRecordById("Accounts",accId); resp = zoho.crm.getRelatedRecords("Contacts","Accounts",accId,1); for each ele in resp { mp = Map(); mp.put("Unternehmen Type",ifnull(rec.get("Unternehmen Type"),"")); updateResp = zoho.crm.updateRecord("Contacts",ele.get("id"),mp); info
Sub-Categories in Industry
It would help me if I can create sub-categories under parent categories. For example, I have many Radio stations as Accounts. It would be very helpful, if I could have sub-categories under this Industry category, which would split them up into Australian,
change order of other calendars list
I have a few calendars in the other calendars tab. Now is there a way to manually maybe even automaticly sort this on alphabet? Thanks for your time.
What's New? (March & April 2023)
Hello everyone! We are excited to share with you some of the newest features and updates that we have rolled out for our platform. At Zoho Cliq, our primary goal is to make communication effortless and seamless for teams across the globe. With these latest
API: Client Type for Local Script
Hello, I'm writing a local script to get the contacts in a segment. I chose "Server Based Applications" as my client type, but I'm getting "invalid_client" error when requesting access token. I've double checked the request URL dc, and client id/secret
Journaling Error - NEEDS TO BE FIXED
When multiple bills are paid via the Vendor interface, Zoho Books wrongly journals the payment and bills through the Pre-Paid Expenses account, even when the payment is made after the bill arrives. I raised a support ticket, and the response was, "Oh,
Account Audit
HI, my account has been under review for 6 days, your efficiency is too low
New enhancement in the latest version of the Zoho Desk Android mobile app
Hello, In the latest version of the Zoho Desk Android app (v2.6.6), we have brought in the below enhancement. We have implemented the layout and validation rules for quick actions in the Activities module for tasks and events. An intermediary screen has
Cost of Goods Sold
Hi there, I need help! So, according to my zoho books my total expenses of the most recent fiscal year stands at $376,200.25. But I know this way off and incorrect. So I clicked on the bar in the graph which shows presents this number to get more details
Email History - Content of Email
If I use the email customer function inside of Zoho Books I can see the Email Address - Subject - Sender - Type and Date. However, I can not find a way to actually read the content/body of historical emails. Where are they stored? Thanks!
Feld "Vorname" keine Umlaute zulässig
Der Name "Jörg" lässt sich nicht in der Kontakt-Feld "Vorname" einfügen.
Ticket owner = Ticket creator in template
When creating a new ticket template, we should be able to set the Ticket Owner as the ticket creator. This would auto assign the ticket to whichever agent uses the template. Is there a way to add "Ticket creator" as an option in list of choices for Ticket
Zoho Desk / Jira Integration
How do the defaults for the fields get set when creating a new issue from a ticket? We have tested extensively and cannot find a rhyme or reason to what is set for the priority field and others. We had three users open the Issue creation screen
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