KB Reviewer making edits and changes
When an editor saves a kb article that has been edited, they have the choice to save as draft or send for review. When a reviewer edits a kb article (or at least in our setup) they can only publish. Is there way to make it so that the Reviewer can make
Drop Ship orders - Allow us to add package/shipment!
It makes NO sense that drop ship orders automatically mark the SO as fulfilled without allowing us to provide a tracking # to send to the customer. If an item is sent as a drop ship, it does not mean that it is automatically finished. Below examples are some of the many issues with how this is set up. 1) What if the drop ship item is backordered at the supplier? Now our SO shows as complete when it is not. 2) While drop shipper may be sending goods on our behalf, they are not in communication with
Email Search - Missing Results
In the last few days I've noticed that my email search isn't providing all of the results that I'd expect (and sometimes need). Examples: Searches for emails containing "apple juice" did not provide emails with "apple juice" in the subject line. Searches
Agent duties re-assignation during his vacations
If an agent is sick or on Vacation how can I readdress his automatic duties assignation to another Agent?
Zoho Form edits not updating Zoho Sheet entries
I have integrated a Zoho form with Zoho sheets and new entries are populating however if the submission is edited then the new information does not populate. For example, someone completed the form and then noticed the phone number he entered was incorrect.
Not Able to Fetch data more if file size more 5 MB
Hello Team, @Bhoomi Joshi @Anamika Prasanth @Ashwin Vishal R Greetings of the day, I am Facing an issue with Fetch data from the getURL() & also with the InvokeURL 1. file size is more than 5 MB, please provide the solution for
Footer and Social Links
It appears that the only 3 social site we have available to add is Facebook, Twitter and LinkedIn. Is it possible to add YouTube or others to this list?
Add a zoho analytics workspace as a data source in Zoho Analytics
Given the large number of data sources that analytics can support, it would make sense if it could support its own data sources. eg get data from other analytics workspaces (either on the same or different zoho account). That would allow businesses to take a subset of data from lots of existing analytics workspaces to build an executive view of the business in a new workspace. That would be an elegant solution as you could then manage user access and permissions based on each workspace. For example
Problema con migración de Yahoo a Zoho Mail
Buenas! Tengo un problema a la hora de migrar la cuenta de correo de Yahoo a Zoho mail. Lo he probado con IMAP y con POP y nada, cuando añado el usuario para empezar la migración, aparece un error de identificación del usuario de origen. He verificado
Can I change the "Tax" label in my Invoice template's Total section?
We are a US company who invoice in USD, however we have EU VAT registration. We don't charge EU VAT but for purposes of EU reporting our invoices are required to show "VAT" in the total section of the table, and then 0.00 as a number. This is where "tax"
How to add url to macro
have an idea how to add the weblink: https://onedrive.live.com/?authkey=%21AHc4H6gbexVr9f0&id=6B86D5C26B3B694B%21156&cid=6B86D5C26B3B694B&parId=root&parQt=sharedby&parCid=BB6DC96E46411881&o=OneUp to the macro?
Recurring Billing for Professional Services on a T&M basis
When using Recurring Invoices there is no way to handle T&M work for projects in a manner that aligns to how the real world works. Many companies have Recurring billings for project time but the way it's setup in Zoho Books today, you can only bill "to
Can I assign price books to contacts, invoices or purchase orders?
Hello, I recently created several price books in Zoho CRM and assigned products to each price book with special prices. But I do not know how to assign the price books to contacts, invoices or purchase orders? The best way would be to assign a price to
Restrict discount allowed to particular items
Dear Team, In our item list some of them are not allowed discount since the price already is lesser.Hence we want to restrict the option for discount for the particular item where we faced prob continuously. The teams are continuously changing so multiple
Email Search Functionality
Search functionality has never worked correctly since I’ve been a Zoho member. A simple “USPS” search in the Trash folder returns zero results. Then, searching across apps returns zero results. But yet, if I view the Trash folder as normal, I can see
Update data in subform
Hello! I have a subform within a budget, I need to update the data of one of its fields in this subform. But I am not managing to insert it either with a function or with an update rule. With the rule, it doesn't directly allow me to choose to point to
Subform in template
Hi! I want to make a template in the inventory section, to print from the Quotes module. But I can't add data from a subform to the template, the system tells me that the fields of the subform are not compatible with the template. I also can't create
Testing a Campaign Workflow
I have a number of emails that are part of a nurturing email campaign. Each email has a condition attached based on the action taken by the recipients. The whole sequence is a part of a single workflow. Some of the actions are to cascade to the the next
CRM deleting emails from system when they are deleted from outlook
Hi, i have noticed that when i am deleting an email that i have sent through outlook that it is deleting it off the CRM system on the account. how can i stop this from happening? Its deleting the email when i am deleting it in both sent and in trash.
re an Archive option in addition to a file delete
HI would like an option to be able to archive a file (candidate, client or contact) in addition to deleting. Reason,for example - I have a contact leave a client and all communication is liked to that contact. In six months time, I need to check something
Retain Emails for Deactivated User in CRM
I have CRM Plus. If a sales person leaves, we loose all email history for the Lead, Contact or Account. That is a major flaw in the product. I have been told I can take a backup. There is no way to import email into CRM. How do we keep the email history
How create a new record with workflow/function in another module in Zoho CRM?
Hello, I do have a custom module "Subscriptions" and I want to create a new invoice in the module "Invoices" in Zoho CRM by running a workflow. The new invoice should be generated on the basis of various fields in the "Subscriptions" module: "Contact_Id"
Mail search function not functioning
I cannot search my mail in any capacity. Not contains, not to, to from ... anyone else having this problem? Zoho?
Subscriptions
Hi, I have issue with my subscriptions. asking me to upgrade, which doesn't make any sense. As I have only 17 actives client and been using it for 4 years now - with almost similar activites. But now i can raise more invoice - which kinda annoying as
CRM Calendar Sync to Google suddenly causing duplicate entries in Google
I've had Zoho CRM Calendar set up with a two-way synch to Google Calendar without problems about 18 months. Last week, the sync has started causing duplicate entries (and occasionally triple entries) in Google. No changes were made to my account - it
How zoho calculate touch point score
How to zoho calculate positive and negative touch point score
About aliases for fields on layouts Zoho CRM
Hi team I am managing Zoho Crm, where when parsing a deluge script where I see the following code: debtCopayment = potential.get("Copayment_to_Cover"); But if I look for the Copayment_to_Cover field in the layout, I can't find it, which makes me think
Slider Field Formatting
Is it possible to add any formatting to the scale labels on the slider field in Zoho Forms? For example, I would like to have a slider with minimum $0 and maximum $1,000,000 values. I don't see how to indicate that I want to show the "$" symbol or include the thousands separator symbols. In addition, for a slider with a large maximum, I also need support for "steps" in the slider values. So instead of going from $0 to $1,000,000 in $1 increments, I would like to have the slider increase in $10,000
Manage all your team's shared items in one place
Collaboration is key to the success of any business. With WorkDrive's advanced sharing feature, you can securely share items with your team members, partners, vendors, and other third-party service providers without any restrictions. At the same time,
Too many requests detected. Please try after some time
Getting this error when I try to log in to my email. Does this mean the server is overloaded? Any idea when my email will be accessible again?
Zoho CRMとの同期の設定（新しいバージョン）
新しいZoho CRM連携での連絡先管理の内容に沿ってCampaignとCRMの同期を設定しようとしています。 下記のところで同期するタブがどうしても見込み客しか出てこないのです。 連絡先を同期したいのですがどのようにすれば連絡先が出てくるでしょうか？ 同期するタブを選択します （見込み客／連絡先／カスタム） どなたかご教授いただければ幸いです。
Tickets assigned to teams arent showing as "assigned" or "owned" by those team members
I have a ticket assignment rule that assigns ticket to teams. When the team members checks their desk 'My Open Tickets' or do '/tickets' in Cliq, they can only see the tickets that are directly assigned to ONLY them. Deskbot seems to be notifying the
Bulk Download - Absurdity of having to pay for same
I remember when I first found Zoho Writer. Exactly what I had been looking for: document editing and storage in a browser. I loved it, so I wrote there exclusively for years. Time went by, and I moved on to other writing services for various reasons that have nothing to do with the zoho product. Now I want my old stuff out of your service, but I apparently "DON'T HAVE THE RIGHT" or "DON'T HAVE THE PERMISSION" to take ****MY STUFF**** out of your service. So that I am redirected to an "upgrade your
Add 'Years' Option to Workflows
To keep it brief, I was trying to set up a workflow to add 2 years to a date field automatically as an update field action (with the trigger being the date itself) and saw the option to change the date by 'Days' or 'Hours' - because of leap years triggering
JavaScript Error
Hello, I've had a few users get multiple JavaScript errors when using Sales IQ today. Can anyone provide more information on this? Is anyone else seeing this? Thanks!
IMAP Compression?
Good morning! One of my email clients says that it now supports IMAP compression. Does the Zoho IMAP server support IMAP compression? Thanks.
Mapping to Custom Fields
I am trying to upload a contact list and map to a few newly-added custom fields. I see the custom field in the drop-down list but am unable to select it. Any idea why that might be or what I am doing wrong? One custom field is email, and one is text.
Multiple Account View in Zoho Desktop Mail App
Hello! I have three email addresses on three separate domains I'd like to move from my server to zoho mail. Can I view these three email boxes from the zoho mail desktop app without having to separately login/logout of each one, similar to how I can view
Search problems
Is anyone else experienced a change in the email search results. I run a search say ABC and although that is sitting there staring at me in the face in my inbox, it does not appear in the search results. Any ideas anyone?
Search function in emails not working
I am unable to search emails - can you please resolve this quickly. Despite searching by specific email addresses (some where I have received probably hundreds of emails) it say no results match the search criteria, similarly if I search by subject line or keyword I get no results. How I can fix this infuriating problem, which is massively hampering my ability to work. It is truly impossible to search manually for messages over many months to find the info I need. Many thanks.
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