How to change the Permalink(Publish) Form- Width and height
Help me to change the Width and Height of the Permalink Form Which the Permalink is Published . Is there any way to change the Width and Height without customizing the fields in the Forms?
Differnt Tax rate in same item
Hi we are in manufacturing of Kurtis and the tax slab for the same is 12% if the value is greater than or equal to 1000 and 5% if the value is less than 1000. So lets say we have a garment worth 1095/- which we are selling at 12% GST in India but sometimes
GST R1 filing from ZOHO
zoho is filing zero return. Please advise for steps to check.
Zoho Cards
Hi, This is a great addition but the entries should be clicked and then bring up the next question. Next should not have to be clicked unless its a data entry. Thanks
Tip #7: Four things you didn't know you can do with Conditional Formatting
Conditional formatting helps you highlight and visualize data in your spreadsheet based on provided rules. Zoho Sheet offers three types of conditional formatting: Classic, Color Scales, and Icon Sets. If you're already familiar with how Conditional Formatting works, here are some bonus tips for Classic formats: Customize rules with formulas Zoho Sheet allows you to create personalized rules based on formulas. For example, in a task list you can use customized formulas to highlight tasks which are
Zoho Meet-Up - Présentation
Bonjour, merci encore pour le Meet-Up de Lyon ce 14 mars Serait-il possible d'avoir le support de présentation que nous avons eu ? Merci
Call duration issue in Bigin
Hi There is an issue I'm facing with Bigin regarding call duration. For most calls it stays at 00.00 in the call history. Is anyone else facing this issue or am I missing something obvious. Please can help?
Workflow Rules not triggering on imported records
We have two workflow rules that are not triggered upon import. Our users have to select the imported records, change the field used in the condition of the trigger and then change it back to the original value in order for the workflow rule to trigger.
Sort Activities by Due Date
How can I get my activities Sorted first by due date and second by priority ?
Pass parameter through edit form link
I have set up some fields with field aliases so that I can pass parameters through the url. I have set my form so that the user gets a link to edit the form on submission however I cannot work out how I can pass a parameter through the edit form link.
Bitcoin
How can I get the current price of Bitcoin using a function similiar to the "stock" function?
Red Frame for screen sharing
Maybe not my idea, but ... please show a red frame around the displayed areas during screen sharing. We are all used this help in any of the competitor's conferencing solutions for years. Thanks
How to retrieve all lists (custom views) and all contact properties?
Hi, Does anyone know is it possible (and how) to retrieve, by using REST API, all lists (custom views)? Information I need are: list name, list id and list size. Also does anyone know how to retrieve (using REST API) list of all available contact pr
Limiting leads to owner
How do I restrict the number of leads to each lead owner? Once the limit is reached, any new lead is to be assigned to another owner or admin.
Popup Notifications / Alert for new notes added in leads / Contacts / Proposals / Products / Cases - WORKAROUND
I have been using zoho crm for some time now and one thing that bugs me is that my sales team don't know iv added note to a lead, customer or proposal. I have thought about the best way to implement this, i think the best way would be have a notification
SPF Not Configured Properly
Hi Zoho Team, I keep getting this error in my dashboard SPF entries in your domains DNS are not configured to match with Zoho.Please configure SPF to ensure better email delivery Can I know what did configure wrongly? Thanks, Wye Kean
How to merge Zoho Inventory into CRM
We have an account that has made purchases from us and we have their sales orders in Zoho Inventory but in Zoho CRM it does not show any sales orders. All it is showing is "Error while retriving data from Zoho Books". Would there be a way to merge the
Issues with the new Email Parser version
Hi guys Im trying to implement the new version of the Email Parser. On the whole its an improvement, but Im having 2 issues which I hope can be easily rectified: 1) I have a contact form on my website. When the form submits the details are parsed to my
How to sum up values from two numeric fields?
Hello, I do have a formula field in Zoho CRM and I want to sum up two numeric fields there. I created a formula field and created the fomula like this: ${Invoices.Field Name 1}+${Invoices.Field Name 1} But that did not work. Or is it better to use a function
Can I start a Cliq meeting from my phone? If so, how do I do that?
Can I start a Cliq meeting from my phone? If so, how do I do that?
WORK DRIVE MIGRATION
URGENT- I have been told I only have a week left to migrate before I lose all of my documents - and yet I am unable to migrate because the options are not available. I already wrote on the forum and heard nothing back. I followed the instructions that
What is the limit of guest I can add to Guest Chat?
Under PROFESSIONAL plan, there is no mention of the limit of how many I can add
Can we change the language of individual users?
Is it possible to change the language of individual users in our zoho one account? The organization is set up in the US and English language. We would like to be able to change the language settings for our Spanish speaking employee profiles/users. Is
Remove Google Adwords field
Hi how can I remove the Google AdWords field from the Contacts page...??? Has shown in the attached picture Thanks
Adding Creator Related List Item
When creating a related list item in a CRM Module to a Creator form (clicking the add button in the CRM related list), does CRM automatically fill in the field that relates the Creator report to the CRM related list? If not, is there a way to accomplish
How do i create a credit note from an invoice using the api?
I have been able to create a credit note using the API and have the Invoice# field filled in, however I am still able to create an extra credit note for the same item from the original invoice. I want to be able to create a credit note on an invoice that
Zoho CRM e Zoho Desk (Integração profunda)
Nossa organização trabalha com o ZohoCRM e também com o ZohoDesk, não utilizamos o e-mail o ZohoMail, porém todos os e-mail são hospedados no Zoho, porém temos situações distintas: 01. Os e-mails iniciais enviados para os clientes e leads são por meio
Deal Creation Date not available anymore
Hi, I suddenly lost access to the Deal Creation Date field. This field is now only visible to the Admin and all other users have lost access to the deal creation date information, even though I did not change any security/access settings. I have some dashboards with information based on a deal creation date (i.e. deals created this month/this year), and now all these dashboard were replace by a message saying that "a field has been disabled or is unavailable". Additionally, the Creation Date is no
Can you add a text / writable field to a subform?
Can you add a text / writable field to a subform? Im able to add pick lists and lookups, but cannot find a way to a add a text field where you could add any thing you would like. Thank you!
Editor isn't working right
I would like put a dot and instead of checkmark. Fix it Example $60 •Due by The dot isn't working right
[Upcoming Webinar] 5 HR strategies for managing dynamic career trends with analytics
Hi there! As we move further into 2023, we can look back on the roller coaster that was the past few years, where businesses saw the peak of success as well as crushing lows. As a result of massive global events, businesses are witnessing an ever-evolving
Set dictionary in email spell check to UK English
Hi anyone tell me please how I can force email and all of zoho to use the UK dictionary please not the US one?
Possible of changement the default font in Zoho Campaign ?
Hi, We are doing a daily news letters and everytime we paste an article, the default font is Ariel. We will like to change it to Tohoma as default font. So when we paste the article in, we dont need to change the font again. Any way to do this ? Thank
Help with script for builing time slot
Hi! I need help with my form! I will attach a preview: It is form for booking on - line. First field "Datum" is only date - based field upon which users can choose which date suits them best. 1) Is it possible to somehow make it impossible to select certain days of the week, like Saturday and Sunday, upon which we do not work? Second, and most important, the second field, called "Okvir termina" which means "Desired time slots". 2) How can I make the script so that my users are not able to select
Is there a way to allow leads to see and update their own contact information?
We're wanting to send an email to all our leads allowing them to view the info we have for them online (the fields we allow them to see, at least), and let them edit/update that info. Is this possible with Zoho CRM or using the Forms or Survey module?
Google Drive integration does not show Shared Drives
Hello. My organization uses a number of Shared Drives within Google Drive. The current Google Drive integration with Zoho CRM does not allow navigating to "Shared Drives", it just shows the contents of "My Drive" within the Google Drive. For example,
how to make creator widget sdk work on my localhost
Greetings i'm trying to connect my widget to my zoho creator app, what i have now in my code is the basic example: ZOHO.CREATOR.init() .then(function (data) { console.log(data); }).catch(err => { console.log(err); }); this code doesn't work locally, it
Creating Dashboard
Hi, Would you please directed me how to create a dashboard from scratch? I want to connect my consoullers to dashboard because we use 7 stages after every stage with our customer we jump to another stage, so instead of doing it manual and check stages
Amazon Connect Integration
Amazon Connect Integration failed. I tried to setup things following Channels>Telephony Input everything right and Successfully login to my own Amazon Connect CCP. But the redirection thing didn't happen at all. I just looking at my own CCP client. And whenever i hit the call button, the login and fill up amazon connect instance name pop up again Is this integration already deprecated?
"Too many redirects"
How do we rectify the issue of too many redirects after registering customized domains for bookings pages?
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