Hide specific estimates in the client portal.
How can I hide some estimates from a client so that I cannot see them on him portal?
Two Zoho CRM accounts one email address?
I'm helping someone incorporate His Zoho Creator app with his Zoho CRM. To do this I registered for my own CRM account to test and learn the system. When he tried to add me as a user to his CRM system he got a message saying my email was already used
Auto add Tags to Subtasks
Is there a way to have the tag on a task list populate to all tasks/subtasks on that list automatically? Thanks, Jeff
Role based visibility of Menu and Dashboard "Widgets"
Hello, We have three user roles, Owner, Doctor and Admin. When the users access Connect can we HIDE a) Main menu (left bar items) - i.e. We do not do Surveys and would like this removed or hidden ? b) Widgets - We have an Analytics Widget so Owners can
Zoho Books API Limit is Ridiculous!!!
I was planning to write to a prestashop module, but after spending weeks of effort in writing the integration I realized the API Limit is complete nonsense. For a website with thousands of products and customers, pushing those one by one to zoho with
The schedule function suddenly stopped working
Recently, the schedule function suddenly stopped working. Please tell me the reason.
Email opt out is already enabled. Uncheck to send emails.
I occasionally get this message. "Email opt out is already enabled. Uncheck to send emails" THe problem is there is nothing in the candidate's details to check or uncheck an opt out. MI can edit and resave a candidate's record to fix this. Is this issue
WeChat integration
Are there any plans to integrate WeChat into ZOHO crm? very critical for the chinese market but also growing fast outside of china with over 800 million daily users, the support for mini apps and chat integration to capture leads and run the WeChat store would be a very good feature and would make ZOHO a killer eco system to use globally and eliminate the need to use a separate system for China which often makes that system the choice for a global solution thus ruling out ZOHO
How do I record a refund for a customer?
I've tried this loads of ways, but it wont let me enter a minus. I still want to keep the original invoice for the customer, just need to log her refund. Thank you
Sorting Legend in Stacked Chart
How can I sort the legend in my stacked chart from the highest to the lowest value? Refer to the attached screenshot.
Filter modification actions
Is it possible to filter the actions when seeing the modifications done by someone? Context: I use "Modified by" to check who was the last person modifying the ticket however, I'm only interested if they modified the ticket in form of a reply (email)
Strategic Selling Blue Sheets (Miller Heiman)
The bible of strategic, enterprise sales is Miller Heiman's "Strategic Selling." This > 30 year old tome was a seminal body of work for organizations like IBM, GE, XEROX, and on and on. At its core it is based on something called a Blue Sheet which originally
Create task in Zoho CRM based on lead owner
Hi Guys, we are using Zoho one and we have around 18,000 people in our database, the issue that we are having is that we we enrol them in a Journey we cant tag the lead owner to reach out to them, its not an option? its either round robbin or only one selected person? we have 4 BDMS internally and each has a high number of leads that they own so they need to be the ones that contact those leads depending on whom the owner and we are fully hooked into the CRM system. can you please advise on
Knowledge portal configuration
I am trying to configure the knowledge base so that the article part is public and anyone can access the articles but the ticket creation part is blocked with registration or access with username and password. Could you guide me? Thanks in advanced
Associate multiple items to a record through subforms
Hey folks, Let's look at another new feature "Subforms", that we introduced last month during the Zoho CRM 2018 Release. As part of making your module forms more simple and clutter-free, we are happy to introduce subforms. A subform is a secondary form or table, which is part of a primary form, and lets you associate multiple line items to a record. Say you run a mobile store and use Zoho CRM to track the purchase and customer details. When customers buy mobile phones from the store, they also purchase
LinkedIn Messages from Sales Navigator
Hello. Is it possible to track the touching points made with LinkedIn Sales Navigator (once integrated in the CRM)? The same way Zoho CRM tracks emails/calls and other activities, I'd like to track my sales team activity in LinkedIn Sales Navigator (inmail,
Zoho Finance Bug: CRM Product Details > Zoho Finance Information is confusing / missing information
With CRM / Zoho Finance integration you can view the current stock details of a product which is great. The problem with the information shown is some of it is confusing or it's linked with the wrong books information AND some vital information is just
Sites - contributor
Hi all, i have gone through the process of adding a contributor but that is far as any online help shows. When the contributor gets the email, they click on the link, enter their email address and it says their account does not exist. What are they meant
Zoho People - Auto update Date field
I am new to Deluge Scripts so am posting this issue here so someone can assist me. I am working on Zoho People and tried to use the form validation but cannot figure it out. I have the employee form with multiple fields and a linear section with the following
Indeed Candidates no data
Hi I have a Job Opening and all the candidates from Indeed have no RESUME or EDUCATION / EXPERIENCE data with their application. Can you advise? Currently I have to go to ineed, download their CV and upload it manually (which defeats the purpose of the ATS really). Maybe I am missing something here(?) Any help or pointers you can give would be much appreciated. Thanks! Neil
Zoho Docs support now available for Ubuntu, Debian, Fedora, and Linux-Mint
With the latest update, Zoho Docs sync now supports more versions of Linux. Here's a list of all the version supported for Linux: Linux Mint Debian Fedora Ubuntu Please note that .DEB packaging has been depreciated in order to simplify the installation process. Now, a common BIN installer is available for all the Linux versions.
Add another email (CC) to Invoice and Email notifications.
I am reaching out to inquire whether it is possible to add a second person in the CC section of the email for invoice and estimate notifications in Zoho. Currently, I am able to select a second person only when sending the invoice manually, but I would
Link Zoho workdrive with Subform file upload
Hello Zoho Users, i'm trying to link a file to a subform file upload field using ZOHO crm API, i looked all over in the documentations but there is not indication how to do that! to recap: i have a file object ( link / id etc ... for zoho workdrive )
Commerce and Inventory Sync
Hello Zoho support, I wanted to delink my inventory with Commerce. When the sales department create a lead for a product that is not on the website....They have to create a dummy product which automatically appears on the website without the pictures.
No thumbnail preview of images.
There is an issue with thumbnail previews on the Landing page app. I can't see them in the library or when I'm editing a landing page.
Landing Page Too Many Redirects on Google Chrome
This has been an ongoing problem when trying to edit a landing page. The print screen below is from incognito mode on Google Chrome. I've had this issue before, and clearing cookies didn't fix it.
Can you add a static text area to quote templates
I am looking to add static fields that always need to be in quotes that I do not want my salespeople to change or have to add each time. How can I do something like this?
Roles, profiles, and webforms bulk delete support in CRM Admin Tools
Hello everyone, We are happy to announce a second set of support features for Admin Tools. In the last phase, we released support tools for templates, custom views, workflows, and reports. To learn more about the first set of features released, please
search not working properly
Hi, the search function in Mail is not working properly. When I search for a string that I know to appear in certain subject lines, the search does not reliably find all relevant messages. It does return some, but in some cases, it does not return the most recent message. Are you not processing the search results array all the way to the end? Thanks, Philipp
Time Tracking
Is there a time tracking feature? Is there a way to report monthly on total time spent on tickets, whether open or closed? For instance, a client of mine pays me for "up to 10 hours" of service per month. I need to know how much time I've spent in total
How to get a recording file of interupted recording
Hi, Yesterday i was leading a training video which has been recorded and at the end of the training, my connection was interrupted. I tried to get back once my connection went back again I went back to the connection, no one was there anymore and I tried
zoho desk
Hello, we are definitely shocked about the situation in zoho desk. Lets say you are an creative web agency. Your client pay every month 1000€ for example. For that amount he will get 100H budget. Now client can create a ticket and you need to track your
Update Field Trigger using Leads and Contacts Not working as expected
Hi there, I am using an 'Update Field' trigger to start a workflow in Zoho Campaigns. I have both Leads and Contacts synced from Zoho CRM, and the trigger field I am using is present in both modules, and synched to the same field in Zoho Campaigns. What
How do you manage recurring revenue in Zoho CRM?
We sell software on a monthly recurring basis. Our users are on rolling monthly contracts. I want to be able to recognise the recurring revenue for each customer in our CRM on a monthly basis. Surely there are other Saas providers who have the same
Require email when responding to triggered chat
Is there a way to require users email address when they are responding to a triggered chat?
Terms of use in Zoho Connect
Hello, We use Zoho Connect Enterprise external as a social network of a business group. We have just written a charter of use and we want each member to accept it the next time they connect. Do you know if this is possible and how please? Thank you.
Automatically create a project in Projects when a deal is won? Also create sales order in Books?
Is it possible to automate this? How can I achieve this?
Posting on LinkedIn Directly from Zoho Cliq
Are you tired of switching back and forth between Zoho Cliq and LinkedIn to make a simple post? Well, there's good news! With the following instructions, you can post directly on LinkedIn from within Zoho Cliq. Let's get started! Step 1: Generate an OAuth
Creating monthly recurring deals for contracted work
Ours is a service business with a mix of projects and recurring service delivery. I would like to create deals that will show revenue monthly on a recurring basis without having to manually clone each deal every month.
Passing multiple parameters in ZML
How do I pass multiple parameters in ZML. This does not work. <%{ %> <panel><pr height='fill' width='fill'> <pc width='100%' bgColor='#FFFFFF' padding='20px' hAlign="left"> <button text='<%=searchresult%>' size='3' color='#ffffff' bgColor='#0072F4' type='rounded' action='OpenPage' target='same-window' componentLinkName='test' cornerRadius='60px' parameters='test1=true&test2=true' /> </pc></pr> </panel> <% }%>
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