Problem with Resume Extractor Extension
If I am correct.. In many areas of Zoho Recruit [csv import, email to zoho recruit] if you choose to overwrite, it changes updated fields but the record [when created, notes, submissions etc] are preserved. Which works great for me.. However... When using
Sandbox not sending emails?
Hello, Testing some templates and workflow rules and Im not getting any emails sent from the Sandbox. I even clicked the test email inside a email template and nothing. Any ideas? Thanks
Implications of using the discount column on invoices
Hi There, In our business, a large portion of our revenue comes from incentive programs such as utility rebates. So every item on a customer invoice will have our price, but it would also be nice to show the 'discount' the customer is receiving from these
When I use an organization email, how can I get the user's signature?
Hello. I have the email of a CRM user added as an organization email. Apparently, if an admin sends a mailing from that organization email, the signature that the user has in his settings doesn't get merged in the mailing. Is there any way to get that
Zoho Desk Whatsapp Integration
Dear Community, We having issue to integrate Whatsapp under our Zoho Desk. We have follow the guides and understand zoho desk support Embedded sign-up. https://help.zoho.com/portal/en/kb/desk/support-channels/instant-messaging/articles/integrating-whatsapp-with-zoho-desk#What_is_an_Embedded_Signup
Zoho project - task automation time x days.
Hello, I want to generate a task that after 15 days the project owner receives a notice with an email template created. I have seen that you can create task automation but I don't see how to assign a time. If it's not possible with task automation, can
Build a table from an API request
Hi! Do you think it is possible to achieve this functionality in the Creator? On opening the app, it loads data from Books (recently Shipped Packages). Basically, just one API call. Using the data, it displays a table with the packages and buttons. Tapping
Formula field syntax for: if (date_field_1 is null or empty, date_field_2, date_field_1)
Please help wit the formula field syntax for: if (date_field_1 is null or empty, date_field_2, date_field_1)
Attaching a document from Zoho docs
Hi, I think it would be a nice feature to be able to filter via workspace as the pop up windows doesnt currently offer this option and kinda defeats the reason behind organising them. Also having a search bar to search via document name would also be
Assign language to field depending on html locale or source page URL
Hello, I have a single Zoho Form translated in 2 languages (Italian and English) which is embedded on our website and integrated with Zoho CRM. The form contains a "language" field, as this is mandatory for the Lead records in our CRM. Question is: is
Whatsapp Integration: where I read messagge from my client?
Hello, I integrate whatsapp and work fine. But if client reply me, where I read him message?
Standard Forum Post and Response
Me: Hello, I need help with making this happen ________________ Forum: "crickets" Forum: "crickets" Me: Hello? Forum: Oh sorry you can't do that. Zoho: Oh sorry you cant do that, but if you email a business process to us we'll help. Me: 4 years later
Task Due Date - Mass Update
Would be great if there were a way to mass update tasks to change the due date.
Filling up/modifying fields directly from a search list
Hello, Having a CRM is great but getting the accurate data there is much better. And I feel in order to achieve that, some things could be done more easily. For example, I regret that we have to go on the "clients details" for example, to modify or add
Create (Right Mouse Click) External Link direct from Finder (Mac OS)
Do you have any plans to enable the ability to create an external link to a Workdrive file/folder direct from the Finder? A bit like how dropbox has "Copy Dropbox Link" direct from finder.
Unable to view Pipeline by Stage from dasboard
I want to view mine and my sales peoples' pipeline viewable from my dashboard but under Pipeline by Stage it says: You do not have permission to view this component as corresponding module has been disabled in your profile settings (or) in Organize Tabs
Newbie Hit a wall
Hi All, This is my first post and I am a newbie, I have been working with ZOHO CRM for a month. I am battling with a particular set of issues. I am hoping that somebody can assist in pointing me to resources. I work for a small online school and management
close a form only with submit
Hi india Does any know how can i script the following : we can't close or update a form until the submision, in other word i want to prevent the user to close the form without passing by the button submision. I would like to see a kind of alert message, requesting the user to submit before closing his page/form thank you in advance
Introducing Forms: Streamline data collection with Bigin's new form builder.
Hello everyone, Bigin's web forms just got a makeover! We are excited to introduce Forms: an online form builder designed to meet all your data collection need. This revamp was inspired by your feedback, resulting in an upgraded and versatile version
Windows Notebook app high cpu activity when closed
Sometimes, when I close the Windows Notebook app, some processes do not terminate and one of its therads has a relatively high cpu activity of about 20% which heats up my laptop and consumes battery. The resource monitor shows no disk and no network activity.
Integration with user groups in desk
It would be nice to be able to add contacts in CRM to a user group of Desk.
How to access Tasks from mobile phone Zoho Mail app?
Hi, i've seen a few posts here asking about accessing Tasks from the mobile app, and some conflicting information. One post said it was possible, but i cannot see how/where. If we can access Tasks from within the mobile app, can you please show us how? I suspect if a Task has a deadline, it may show up in the calendar when the date approaches - but if it doesn't (mine currently don't), i guess they don't show up anywhere? Thanks.
Is there a way to restrict printing and mail sending if the quote is not approved ?
Is there a way to restrict the printing , PDF download and the mail sending if the invoice is still not approved (draft status).
How to get Wordpress Users in Zoho CRM?
Hello guys, Does anyone know a good way to connect wordpress Users with Zoho CRM? Especially the request is whenever a new user is added in the Wordpress Users then to create a record in Zoho CRM.. I found this plugin https://wordpress.org/plugins/wp-fusion-lite/
Changing Invoice # field restriction on certain users
Is there a way to prevent certain users from changing invoice # field and keep it auto-generated.
Node JS for custom function in CRM sandbox
Hi, I have the option to write custom functions in java and Node Js in our CRM but I don't see this option in our CRM sandbox. Is there a way to enable these options in the sandbox? Or are these features not available there ?
Zoho Books WhatsApp Connect
If you're a business owner using Zoho Books and you want to send payment reminder to your customer via WhatsApp, check out www.neutron.money where we have developed this solution. Please contact us directly and let us know if you have any other ques
Sync Contacts to Multiple Users
I'm new to ZohoCRM and recently installed the Outlook plugin that syncs Contacts, Calendars and Tasks. Is there a way to sync the same Contact to multiple users? For instance, we have a list of vendors that everyone in the company should have in their
Zoho CRM Autorresponders - Excluding records from mailing list upon a condition
Dear Zoho community, I'm reading the below articles and the note in the screenshot is exactly what I need - to be able to automatically exclude a lead/ contact who entered the autorresponder if they reply. But how to set that customer taking out isn't
there is charm in simplicity
Yes you heard it right! As much as i understand the need to titivate the app for augmenting its scope for both the everyman and aficionado - Hammering out something valuable for noth the novices and cognoscenti, Lets not tamper too much with the arresting
Chance verloren -> Verlustgrund wieder anzeigen
Wenn eine Chance auf "verloren" gesetzt wird, dann wurde immer der "Verlustgrund" abgefragt. Seit einiger Zeit, vermutlich mit der Einführung einer Neuerung (Blueprint etc.) wieder dieser nicht mehr gezeigt. Was müsste geändert werden, um den Verlustgrund
Paiement par carte bancaire Zoho Inventory
Bonjour, Nous rencontrons un problème lors du paiement par carte bancaire via Stripe. Lors de l'affichage de la fenêtre du bouton "paiement par facture", la page reste fixe avec un fond grisé qui ne part pas et empêche la saisie de la carte. Ce problème
a recurring event created by outlook - loose its recurring in Zoho
A user of mine complains that: he receive appointment invitation, that event was created by outlook/exchange, and that event is recurring (e.g. every week) he accepts the even in Zoho calendar In zoho > he sees only the first occurence (the rest is gone).
Converting a date into a number
All ZohoCRMers, I am trying to create a "Pacing Report", which basically is comparing last years performance vs. this years. What the rub is for me is that we are in the events business so the event may not run the exact same day as last years event.
Great news! IIMjobs and hirist are back in Zoho Recruit!
We are thrilled to announce that our integrations with IIMjobs and hirist are back. These integration will let you seamlessly post jobs on IIMjobs & hirist, collect candidate details directly from the job boards, view insights of published jobs, and even
My Jobs - Why cant I hide it?
Why am I unable to hide "My Jobs" module out of zoho CRM? Why is it so important to my business that I can't hide it? o.o
【Zoho CRM】直近のアップデートまとめ＋グループ機能に関するアップデート
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ 直近では以下のアップデートが行われました。 ┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈┈ ●【Zoho CRM】差し込み文書機能に関するアップデートのお知らせ：iPadやAndroidのタブレット端末でも利用できるようになりました。
Social Media Calendar and Zoho Project
Does anyone have the best approach to managing multiple social media calendars within or around zoho projects? I can use Google Docs to hold a 6 week schedule. I am less concerned about tracking employee's time as I am having a visual of the social projects for clients. What if we use iCalender sync to create editorial project calendars in Google Calendar?
Zoho Form response and CRM - possibility for subform in unique/specific records to be updated?
We are currently using Forms to create unique response forms for each placement (deal). I have played around with the CRM integration to determine what is or isn't possible in terms of pre-filling fields and such, which either a) hasn't worked or b) ends
It seems that the CSV format output from the report is often changed.
CSV output from ZohoCRM Reports seems to have changed several times over the past year. This CSV is used for linking with other systems, so changing it without permission is a big risk. *Of course, the report has not been revised or changed. Could you
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