Cases Customer Happiness Rating Form editing
Hello, we want to hide the name of the agent in the form that appears in our mix after the selection is made in the customer happiness ratings survey, in short, we could not find where to access this form to edit it.
Migration of workdrive attachments from one Zoho CRM to a new Zoho CRM
We are currently trying to split a Zoho account into several new separate identities. In our source CRM, we have around 6000 attachments which are workdrive links to files. Zoho has said there is no way to migrate these to the new instance. This means
Unable to insert record after modifying field data in "Parse data from uploaded CSV files into fields"
Hi, I followed the steps here https://help.zoho.com/portal/en/kb/creator/zoho-creator-academy/files/articles/parse-csv-file-into-fields#Requirement and every time I modify the field data under the heading and re-upload I get an error message. \ I only
Nvidia Broadcast Cam not supported
Hello, I want to ask why is that Nvidia Broadcast Cam is not supported? Whenever I use Zoom or G Meet I can easily chose Nvidia Broadcast Cam from the list of available cams. Also the video quality (even by having a 1080p cam) is kind of low compared
Stage Probability Mapping - Reorder
I am having an issue with the stage-probability mapping reordering under the Deals Module. The stages I am having issues with are the Medium Win Probability and the High Win Probability and Verbally Won Probability As you can see in the image below, the
On Zoho Flow: Zoho CRM says "Invalid input for Email. The expected input type is email."
I am currently trying to integrate Home Advisor with my Zoho CRM using Zoho Flow. This error came up and I'm a little confused on how to fix it. Can anyone help me with this?
creating a pop up that delivers an e book
Hi We are currently using Zoho One for all our software. Sites, Marketing Automation, Mail, PageSense etc. I would like to set up a process where when a customer signs up via a pop up they receive an email with a e-book. id also if possible have the option
I keep getting this message for all social media accounts "It looks like you haven't authenticated your LinkedIn account yet."
Help! I am trying to add more brands to my social account (yes I upgraded them so I have more ) I keep getting this message for all social media accounts "It looks like you haven't authenticated your LinkedIn account yet." IT also says this for Facebook
How can I use the Reports to show Products attached to Accounts & Potentials in the CRM?
I'd like to be able to report on the Accounts and Potentials in our system and show what Products are attached to each. When the 'Products' sync to the Reports module, it is just a table of the products entered, non-relational. The Accounts and Potentials tables also have no relational field to Products.
Purchase Order Report w/ Item Details
It would be really helpful to have a way to run a purchase order report with details on the items and quantities. I want to be able to send each vendor a list of open orders with: * Items on Order * Qty on Order (still open) * Due Date The report could
Send merged documents on Form approval
Greetings everyone, I need to know if it is possible to send the respondent 2 merged documents upon form approval. I found a few ways to send 2 documents but only prior to the approval. After the approval, I could only manage to send 1 merged document
Adding Amazon S3 Data Source
I'm trying to add an Amazon S3 data source but I'm getting an error "Failed to fetch the buckets. Reason: Access Denied" Our dev team only granted me access to a certain path and not the entire bucket, so could that be the reason why I'm failing to add
Zoho Creator - [Free Webinar] Creator Tech Connect - V2 API and Open API - Latest API Offerings in Zoho Creator
Hello Everyone! Gear up for our next session in Creator Tech Connect Series ! About Creator Tech Connect Series Creator's tech connect series would comprise of pure technical sessions in which we delve deep into the key essentials and technical nuances
Zoho Creator - [Free Webinar] Learning Table Series for Real Estate
Hello everyone! The most pivotal part of building any application is to understand the industry, business operations and standard features/functionalities that are required to get the operations going. Industry is the key here and every feature that we
Zoho Creator - [Free Webinar] Creator Tech Connect - Custom AI Models - No Code AI Offering in Zoho Creator
Hello Everyone! Gear up for our next session in Creator Tech Connect Series ! About Creator Tech Connect Series Creator's tech connect series would comprise of pure technical sessions in which we delve deep into the key essentials and technical nuances
Zoho Creator - [Free Webinar] Learning Table Series for Manufacturing
Hello everyone! The most pivotal part of building any application is to understand the industry, business operations and standard features/functionalities that are required to get the operations going. Industry is the key here and every feature that we
Product Photos - Custom Print Forms
I have the Zoho crm setup, but I need to create a custom print view for products. I'll explain... The client is an antique estate jeweler, they use 3"x5" index cards in a file box that has information about the items for sale. They use the note cards
Attach files from the record in an email
When creating an email from a contact record, we should be able to have access to the files that are in the attachment section of that record.
Send Attachments
While accessing the attachment in the CRM, it has 3 options - view, download and delete. Can we add another option 'send' so that the user need not download the attachment and send the same via email. Instead clicking on 'send' button it can give out
Applying a coupon discount automatically
Hello, I have a Price Books with different prices according to quantity and coupons with different discounts. I"m looking for the way to have the final price be calculated based on quantity and coupon discount (if coupon is supplied) when I call a REST
Flows Being Delayed By Hours
We have multiple flows being triggered by different apps that are taking hours before executing today. Some examples: Calendly to Flow Also Zoho Checkout to Flow As well as Webhook processing being queued for hours: Any reason why Flow is operating with
Instagram carousel post with multiple videos?
Hello from Munich, How do I add a multi-video Instagram carousel post using Zoho Social? Is it only possible with pictures? In the past I've used planoly where it works. Thank you in advance and best regards, Boris
Outlook OST cannot be opened error in microsoft Outlook
Most of the time users face multiple errors in Outlook when they use Outlook to send or receive emails. Here I have the best software that can support all the versions of Windows OS. Download eSoftTools OST to PST converter Software. It has bulk conversion
How to create lookup field that only list unique records
Hi, I have several single line fields in my form of which most have duplicate records, but I need the user to go through a 4 step process of selecting from a lookup list, then the next 3 fields will be a dynamic pick-list based on previous selections, but I don't want the duplicates to show up in any of these drop downs... I've tried to configure the lookup field with a distinct aggregate record function, but it either doesn't work or I'm doing it wrong.  Is there a better way? Cheers Eric
Can anyone recommend a great UK marketing agency that is familiar with Zoho Stack ?
I am working with a UK Financial Services company who is looking for a UK based (ideally close to Leicester) Marketing agency or resource to assist the company with a number of current projects.
Zoho CRM Home Page - Analytics
Hi! Is it possible to create componenent showing data with different currency than the default one? I would like to create a dashboard for our sales team which operates in foreign markets...
[Webinars] Enhancements in Zoho CRM Customization, Analytics, and Forecasts
Hi everyone, Recently, 10 brand-new features were added to Zoho CRM’s core functionalities spread across field customization and control and, analytics and forecasting. To help you all implement and make the most of them, we're scheduling two webinars
Numbered lists
I want to be able to format my copy as a numbered list so that when I hit return a new numbered line is created. camposgu
Creation of a numbered list
I have read a lot of threads on why Zoho doesn't use loops, but here is a case that I seem to run into many problems trying to accomplish. It should be very very simple. In one form, I ask among other things, for a maximum (N) number of entries to expect in a related form. Thus, I would like a picklist in that other form that allows the user to choose which set (1 -- N) that form represents. Usually you would just create a for loop and use add item(num); num++; but that seems impossible on here.
Email Alerts from Workflows, one recipient failing
Hi, Is there a limit to the number of recipients you can have on an Email Alert triggered from a workflow? We have an Alert that has 11 recipients, and one is consistently failing. I'm trying to work out why. I can sent directly to that recipient from
🆕 Zoho Recruit - Product Updates - March 2023
Dear all, The last two months, we worked on updates that we believe will make a big impact on the way you work. From scheduling video interviews via MS Teams/Google Meet to making Slack available for customers across all regions, we have our eyes turned
Delete Default Analytics Dashboard in CRM
Hey Team, Since Motivator will be going away, I am recreating several dashboards in CRM. However, there are default dashboards in CRM > Analytics. Is there a way to delete them? Are these default dashboards shared with other users?
Need a tasks in the calendar
Zoho - I believe this has been requested by several people before as well. We would like the ability to add tasks to the calendar. Its very helpful so see things in this way. Can you please let us know if that is in the pipeline for update?
Feature Request: disable specific dates from calendar (based on rules)
Hello, I have two fields: departure date and return date (for flight). Business logic is: - The departure cannot be in the past (the sooner is today) - The return cannot happen before the departure (the sooner is the same day as departure) Best option I've found is to display alert messages in case above rules are not validated. But instead of letting the user selecting dates that are not valid and then displaying an alert message, it would be better to prevent the user from selecting dates that
Default to always Show All Notes and Show all Emails
Is there a way to default the small checkbox "Show All Notes" next to the Notes field under Accounts so it is always checked by default? In other words, I always want it Show All Notes instead of having to check the box each time. Similarly, is there
Can Zoho One safe all customers contact details?
Good day, I'm just wondering if you can add your customer's contact details (email address, phone number, etc.) from a spreadsheet to Zoho One? Or do you need another Zoho application to do so, like Zoho CRM? Kind Regards Susan Schroeder
Zoho Flow to Zoho CRM says "Invalid input for Phone. The expected input type is phone."
Hi everyone, I created a webhook to pass data from LinkedIn Sales navigator to ZOHO FLOW. Here the simple FLOW In the image you can see the JASON, where the phone number is passed with the suffix "MOBILE:" which I think creates problems for ZOHO CRM.
Level up your data collection game with the intuitive Zoho Forms mobile app!
In today's fast-paced world, mobility is essential for staying competitive. When it comes to collecting data, you need a tool that helps you gather and analyze essential information on the go. That's where Zoho Forms' mobile app comes in. With native
CRM - date field filters - implement the options from Reports standard filters
Hello, In CRM, when creating reports, there are standard filters that can be applied on date fields. These filters are only available here. For example, a very usefull filter is Current Quarter, which is only listed here The request is to deploy the same
Cant send Emails with emoticons (Images) in Subject
Cant we send emoticons in subject, this is quite common now-a-days to grab consumer attention, hope you bring this ?!? Examples below -Â
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