Making a Job Portal for students
Hello, Can I make a job portal on zoho for community users where they can apply themselves for the job. If there is such option. Please guide me through. Thank you
how to change name
I want to change my name
unable to see some modules by some users in zoho crm?
Hello we have 4 users account and 2 of them cant see some modules such as products and a new module that i create. we use the same zoho crm with same authorization for all users? what could it make difference for being invisible by some of them? Thank
Is it possible to script for automatic export of reports in Zoho Creator?
I have an app with a few reports that I would like to automatically export on a daily basis. Is this possible to do through deluge script, or would I have to set up some sort of flow between Creator and CRM/Analytics?
Issues with button when sending test email
I am currently creating email templates using the custom button feature. When I view the template on my chromebook and a test email sent to my Amazon powered email, the button(s) looks centered and normal. However, when other users in my company get the
Não consigo enviar e-mail
Renovei o domínio e desde então não consigo enviar e-mail. No entanto, recebo e-mail normalmente.
No recibo de una cuenta en especifico
Estimados. Tengo correo Zoho pagado y recibo correos todos los días, pero de una cuenta en especifico no entran.
Wrapping task text line in reports
It's much better to wrap tasks text lines in reports like Gantt chart, resource utilization reports in order to be able to view & printout the full description of the task without need to hover the mouse over the task to read the full task descripti
What's New in Zoho Expense: January - March 2023
Hello customers, We're happy to see you on the first quarterly What's New post of 2023. Over the past three months, we've developed interesting features and made enhancements to help you perform functions in Zoho Expense seamlessly. Let's dive right in
Dates being pushed all over the place.
In the last 24 hours or so, I have had problems with the calendar embedded in my site. The Zoho calendar on your site is fine and it syncs with my Mac fine. However, on the website, it loads OK, but the second you go to another month using the forward
Can't send emails to gmail accounts
Hi there, My Zoho email is not allowing me to send emails to clients with gmail addresses. Sometimes it'll work on the second try, but sometimes it takes multiple tries to get through. What can I do?
ZOHO CRM and Writer Document Merage API
1. Create a Folder Inside the Zoho work drives with the same name as the Deal Name. // Create Folder //vd84hd6033df59e734a928e1808453b5036da = ParentFolder ID resvp = zoho.workdrive.createFolder(Deal_Name,"vd84hd6033df59e734a928e1808453b5036da","zohocrm");
ZohoLandingPageにおいて契約しているプランのユニークユーザーを超えた場合について
ZohoLandingPageにて、契約しているプランのユニークユーザーを超えた場合どのようになりますか？ 例）プロフェッショナルプランを契約しているが、運用しているページを訪問したユニークユーザーが３万を超えた場合、 →自動で課金されてアドオンが適用される →契約のユーザー数を超えているため、ページに訪問しても新規のユーザーにはページが表示されない こちらご回答いただけますと幸いです。
Outline Feature, Zoho Superiority
First Off, I love Zoho Writer. You guys have Find and Replace feature, one button! So much better than Google Documents! Nevertheless, I also like JotSpot a lot. BUT, I was using their ToDo application to manage some lists because it had some nice features. Ultimately, though, it was too buggy, and lacked certain things, that made me decide to move my lists to a document (on Zoho). But, here is what I really wish you guys had -- a way to expand/collapse bulleted or numbered lists. For example, in
Outlining?
Are collapsible outlines, similar to Microsoft Word, in your plans for Zoho Writer? cybercrone
Associate a certain contact with an Invoice/Estimate
When an estimate or invoice is created for an account with multiple contacts, the system should force the user to pick one at the time of estimate or invoice creation. Also, when emailing the estimate or invoice, the option of choosing one of the multiple contacts must be present.
How to see which recurring invoice a project is associated with
I have four projects that are giving a sync error with Zoho Projects. "Once a project is invoiced, the customer associated with that project cannot be changed." All the time is unbilled for each of these projects. I think this error is because they are
Search within the Custom views
Need search bar option which searches within the entries of a custom view and not the whole module.
Removing Shipping address of all customers
i need to remove shiping address of all customers for now as it is creating bill to ship to while making eway bill despite selecting regular type , the way told in mail support is not working , please suggest other alternative way
Query parameters doesn't work banktransactions API
Hi, Zoho Books banktransactions API returns entire set of the data irrespective of the query parameters passed. Query parameters date_start, date, amount_start, last_modified_time are not applied. Sample requests: https://books.zoho.in/api/v3/banktransactions?date_start=2023-03-01
Customizing: Contacts and/or Accounts for Family Law+
The operation is *primarily* but not exclusively business to consumer, and I need a way to create a "Case/Matter" that is, for all practical purposes, a client+project, and could be a "child neglect" Case, a "child custody" Case, or even a "breach of
ClickFunnels clone for Zoho one
Zoho One has such a good collection of integrated programs, but a marketing funnel is one aspect that I feel is missing. It would be great if it included a ClickFunnels clone, or something similar. Being able to take someone through a marketing funnel with some ready-made attractive templates would be great. Wonder if anyone else here thinks this is a good idea?
Any automated way to send VERIFICATION of ongoing interest in our eblasts?
We want to be sure that everyone on our lists is still interested. Is there an automated or auto-generated email type that allows Zoho Campaigns to send a verifying message like this, which would require osmeone to click a link to stay in the databa
Get autoscan of receipts to interpret mm/dd/yyyy instead of dd/mm/yyyy
I'm finding that the autoscan of receipts feature is interpreting abbreviated dates in the non-US form. So, a receipt dated 04/03/2023 is being interpreted as March 4, 2023 instead of April 3, 2023. I have to change every one manually. Is there a setting
[Product Update] Supporting Notes data in Zoho CRM - Zoho Analytics Integration
Dear Customers, We are glad to announce the support of Notes data in Zoho CRM - Zoho Analytics integration. Please access the Data Sources tab in the left pane of your Zoho Analytics workspace and edit the Zoho CRM integration setup to select the notes
Meetings only sync to CRM calendar for existing customers.
My Zoho Bookings calendar is integrated to sync with my Zoho CRM calender. When a new customer books their own appointment via the "booking page" link, these appointments always sync to my CRM calendar with no issues. However, when I use the Zoho Bookings
Conditions in Layout Rule
Hi All, I want to set a condition where "work type" equal to certain options, then the other field becomes mandatory. However I am unable to locate the field in the new layout rule that i am setting up, but it can be found on an existing layout rule as
Zoho CRM Community Digest - March 2023
Hello Everyone! Here is a roundup of all the important discussions from the Zoho CRM Community. The highlights from this month include a few exciting announcements and many features currently in early access. Keep reading! Announcements: Zoho CRM has
Community for Customers
Hello, I want to know that if admin posts anything on community will customers get any notification or Email regarding that the post has been updated/ posted in the community. Also I want to know that when someone from community post any doubts, those
Links in notebook don't work anymore
Hello, I cannot access the links in my notebook anymore – everytime I click on an entry I get redirected to the notebook main page instead of the saved link. I can reproduce this problem on three devices. What's wrong and how can I fix it? Thanks, G
Create Button with Linked Form
Hi, I have a form that I want my sales guys to fill out when on a call with a lead so want to create a button on the lead page that will take them to the form and update some fields and generate a PDF for the estimator. I have the button and form but
How to Get Rid of A unwilling Form
Does anyone have any ideas about problem below? [Problem] A form like a picture below appears on a chat widget in my web site, which I did not set in the chat bot card editer. I was just wondering if anyone knows how to get rid of it from the chat w
Task/Notes
Is there a way to include the lead "notes" field to a lead task/activity report?
How to I report on CRM Notes related to a custom Module?
I have a custom module (called Agreements) that I'd like to show the last Note added to the CRM record. As far as I can tell, Zoho Reports allows you to import custom modules, activities, events etc, but not Notes. Does anyone know how to do this? (I want to create a tabular report, one Agreement per line with the last Note as a 'Comment' column at the end).
Is Zoho Reports Advanced Analytic Add-on to sync NOTES module into Zoho Reports available now?
Is Zoho Reports Advanced Analytic Add-on to sync NOTES module into Zoho Reports available now?
Notes to show in report
We use the Leads portion of Zoho. I want to be able to see the notes section when I look at a report. There does not appear to be a "column" that I can choose for notes. The report I am starting with is a Lead report. I would like it to show the Lead name, company, lead owner, notes from the lead, date of the note. Is this possible? Thank you!
Signatures on invoices
Hi, Am i able to have my customers sign an invoice as proof of delivery? Or are we only able to have the persons name who collected it entered on the invoice? Our technicians use tablets. .Thanks
Can I sync "Notes"module from zoho CRM to analytics
Hello there, We are sync'ing zoho crm and analytics in the workspace. However, I cannot find the "Notes" module option in analytics sync set up while there is a "Notes" module in zoho crm. I would like to do some analysis in zoho analytics, however this
Give Code or process to generate Serial Number for single product also barcode should scan the serial number (same as laptop or mobile IMEI case)
Hello, We need to generate Serial Number for single product with more than 1000 batch processing . Here each Serial Number is used to Register the Customer .Please help me out
Notes in integration with Zoho Analytics
Will the "Notes" field in CRM be available to upload into Zoho Reports so we can add notes as a feild in the reports?
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