Zoho Calendar sends Event declines on behalf of MS Outlook
Hello, I'm syncing my Outlook Calendar with Zoho Calendar as recommended in your KB article https://help.zoho.com/portal/en/kb/calendar/syncing-other-calendars/articles/caldav-synchronizer-for-outlook#How_CalDAV_sync_for_Outlook_makes_your_work_easy And
Provide Issue Collector for Web Applications
We want to elaborate whether to change over from Jira Service Desk to Zoho Desk. With Jira, we are using the 'Issue Collector'. This javascript extension is nested in our web application. As the customer has an issue and wants to open a trouble ticket,
Zoho Flow turns 5
Hello everyone, We're happy to share with you that Zoho Flow has completed 5 years since its launch in 2018. With an objective of simplifying the need for custom integrations amongst everyday cloud apps, we launched the platform supporting 100 cloud apps
Attach file in mail merge document
Hello, I'm trying to send a merged document but I don't see where I can attach files
Can Zoho be accessed/used in China?
I'm looking for an alternative to Google Docs (Spreadsheet specifically) that can be used in China. Can Zoho be accessed by users in China?
Custom Function for Rounding Time in Attendance
The current Rounding option in Attendance settings in Zoho People is not a "neutral" rounding. It favors the employee. As it is, if you want rounding say, for a quarter/hour, you can set it for 15 minutes. Then, for an 8-5 shift, the employee clocks in
Blind Copy E-mails
Hello everyone, I am new to Zoho. I am trying it out and I like what Zoho has to provide. So I added some people in my contacts, but when I e-mail to them all their addresses appear when they all receive an e-mail from me. Is there a way to make a name like "Team" and that all the e-mails are all contained within that name? This way when they receive the e-mail they only see from "Team" rather than right now they see all the e-mails of my contacts?
Numerous Sync Issues Between Zoho Projects and Zoho Books - no response from support
There are numerous projects that are giving errors in the Zoho Books integration with Zoho Projects. Below is a screenshot showing projects that do not exist (they are not archived, not in trash nor are they active). How do I find/delete these projects?
Remove Camera Icon/Option on File Field
Hi, When I set a File Field to "PDF" only, on Android I still get the Camera and Upload Icons/Options whereas on the Web the Camera is removed. Please align this so the camera icon/option is removed on all device types. Thanks Dan
Missing custom file upload field in subform
I am guessing no file upload option is a known constraint? (to potentially prevent overloading hosting capacity etc.) any plans around supporting such fields in subforms in the future?
How do I add more "Multi-select lookup"? I'm capped at 2, i'd like to have at least 3.
How do I add more "Multi-select lookup"? I'm capped at 2, i'd like to have at least 3. Question in the title. How can I achieve this?
Add User Group access to a Shared Folder as well as Users
Hi, I would like to be able to add a User Group as well as Users to a Shared Folder. Thanks Dan
Mail Merge does not maintain line spacing when emailed
I create a mail merge document and the template looks great, with line spacing between paragraphs. However, when it gets sent out as an email and viewed in MS Outlook, the resulting text is all bunched together with no line spacing, but when it's viewed
Cant add Procuts to Sales Order
Hello, my product list is empty when trying to add a product to a sales order. All saved products are marked as active.
Reassign a Partially Saved Entry
Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to be able to reassign them to another user to complete. Or allow a user who has created/started the form to assign it to another user
Exporting texts/images from a web browser (safari) directly to an existing card instead of creating a new card.
Mac Memo make it possible to overwrite an existing memo/card when adding texts from Safari whliie Zoho Notebook requires adding it to a new card each time it is exported. I want to keep adding resources I find online from a browser to an existing ca
Quotes adding products - Bug with readonly custom fields
Hey team. When I add a custom field in Products layout, and also add that field in quotes.Articles layout (subform), and then mark it as readonly for Quotes, it does not bring any value. Steps to reproduce: 1) Edit Products Layout 2) Add custom currency
Queries about Happiness Rating
Hi Zoho Support, good day. Need your assistance on these inquiries below regarding Happiness Rating. Thank you. 1.) Is there a way to "Expand" the Customer Happiness Rating in the Dashboard? (kindly refer to the screenshot w/ number 1) 2.) Is there a
Zoho Desk Knowledge Base not loading when embedded in Help Widget
Hello, We use an onboarding platform which also includes a widget. They let you embed your knowledge base. But when I embed our Zoho KB it loads the menus but no articles: How can I fix this? And no I don't want to use Zoho ASAP - it is not very good
How to add and change Product Categories
I have been trying to research how to add or change the existing product categories in Zoho Desk. I found this thread below: https://help.zoho.com/portal/zohocorp/community/topic/how-to-add-or-update-a-product-category but this information seems to be
Attach Writer Doc to Deal after signing?
We current have a two step process when creating proposal documents for Deals created in CRM. Step 1 Create a CRM Deal and then perform a Mail Merge using an Proposal Template. The Proposal Template is configured with the Output set to 'Merge & Save as
Opening Zoho Docs, Sheets, Show from drive
I use the above applications, as well as the Writer desktop app (for Linux). Is it possible to set things up so that clicking on a document with a *.zdoc, *.zsheet or *.zslides extension opens Writer (and in the proper mode)?
Email Template - From Address change to General Email
Hello, We are using Zoho Recruit, and I would like the email templates to be sent from a general "from" address. Example, careers@ instead of our personal email. Is this possible, and how?
The easy way to transition from Wave
Hi, We're a non profit organization and need a simple accounting system. We were working with Wave and it was okey. We're happy now with Zoho Books but need some advises to use the system well. In a year we organize 10 different activities and each activity
How to Separate 1 item into 2 items
Hello, We purchased an item - a "Flashlighs with an Holster". We need to invoice that 1 item as 2 separate items like below: 1. Flashlight 2. Holster for Flashlight. How we can do this in Zoho books? So we basically need to do something like opposite
Form Name and Form Link Name cannot be changes
Hello, I am going through my existing application and cleaning up some of the Form Names and Form Links to make them more consistent and organized. I was able to change the form name for most of my forms, except for one. On one of the forms, when I click
Links back to source data in Bigin email templates
Is there any way to add links back to the source records in Bigin email templates? I know you can insert data from the records but I would like to also provide a link back to the record. We use templates in workflows to alert our sales team that their
How to add URL to signature block image on Zoho Desk
There doesn't seem to be an option to add a URL to an image on my signature block in Zoho Desk. Please help.
Chat bot
Can you design a chat bot that will mass screen candidates using natural language processing (NLP).
Submission pending GoCardLess mandate
Good morning, The XXXXXX-XXXXX mandate was created by my client directly in GoCardLess. I see that the status is "submission pending". GoCardLess is integrated with our Zoho Books tool. We have synchronized Books and GoCardLess so that the "MY CUSTOMER"
WFH Tip 1: Deliver multi-lingual chat support in real time, no matter what language you speak!
Greetings from Zoho SalesIQ! With the work from home(WFH) culture beginning to set in, we are all geared up to give you a bunch of tips on using SalesIQ for your business that can prove effective during this period. So, sit tight and stay tuned to our
posting to multiple brands
Hi, is there a way to post across multiple brands at the same time? My company has multiple social media accounts set up under different brands. Some of the content that we publish gets published across all platforms, and it is inconvenient to have to post to each brand separately. Thanks!
How to compare data from 2 different modules that are child to a parent module?
I am trying to create a report using data from 3 modules: Account (parent module) and sales orders (child module) and distributor tracings (child module). I want to create a bar chart that shows by account owner (x-axis) how many items they have sold
#BiginnersTips- 6 ways to add data to your Bigin account! - Post 3
Data is the star of your CRM, isn't it? That's what everything revolves around. So it's only right that adding or migrating data into your CRM should be no rocket science. The flexibility to add data through multiple channels is always beneficial for
Portal permissions
I have recently adapted the Fleet Hub Management app within Creator for our team to use. I have locked down certain parts of the app for the Admin only to have access to and have created a separate profile for drivers (Zoho One users) to use which only
No history on recurring invoices
Hello..We make extensive use of the recurring invoice function. And we also like to see when a customer opens that recurring invoice to make sure it did not end up in spam, etc. However, the history on recurring invoices is only limited to when it was
Change Marketing Source of Converted Lead
We use a picklist for our marketing sources we use and need to find a way to access converted leads to update some that were not filled in before we made the field mandatory. Is there any settings or way in general to open a converted lead and change
Ability to Copy/Paste an entire Option Groups Choices
Hi, In a Dropdown setup as Grouped Options, today you can copy/paste a group but not the entire fields groups, so with tens of groups this takes a time as as today we can't reference another forms entries this is the main way to give a list of standard
New to Zoho: how do you handle deals with recurring revenue, and future cancellations?
We have an insurance agency. We get residual income from policies as long as they are active. I've seen some other posts on this, and have some ideas on how to handle tracking residual income. What should i do with the pipeline stage, if i replace a policy,
Possibility to export values from the picklist history?
Hi there, I have a question about the picklist history tracking. (https://help.zoho.com/portal/en/kb/crm/customize-crm-account/customizing-fields/articles/picklist-history) Is it possible to export the data for all profiles at once, or do I have to export
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