Conditional Assignment : How is it triggered
How do I trigger the conditional assignment of apps for existing users? For example if I have an employee that has been promoted to a manager I will need to change their designation and add them to a new group - can this trigger a change in their roles/permissions
Become a professional writer by knowing the advanced nitty gritty features of Zoho Writer: Sign up for this webinar now!
Hello Workplace users, Everyone loves a professionally written document. Writer lets you do just that with ease. By learning to take advantage of the highly advanced features Writer has in store, you can guarantee your next document to be more clear and
Search for Ticket Number then populate fields
Hi Zoho Team, I would like to verify if this code is possible or what could have gone wrong. What I'm trying to achieve here is to create a report that the user only inputs a ticket number then if record from desk was found, records will then be populated
Invalid Client Secret
I am trying to authorize zoho mail from my wordpress zoho mail plugin, i followed all the steps but I kepp getting "invalid client secret" at the end of the process, i am trying to authorize with this domain " kenyanwheels.com" What coyld the problem be please?
Traduction automatique Navigateur Ulaa
Bonjour, J'utilise le navigateur Ulaa sur Windows et sur Android. Pouvez vous prévoir une traduction automatique des pages comme proposé par Vivaldi sur Android, ou alors avoir la possibilité d'ajouter des extensions sur l'application Android ! Merci
How to display Tooltips from the CRM on phones/App
Hi everyone! I'm updating my layouts to make it easier for my employees, and the Tooltips are working perfectly on desktops, but not in the Mobile App. They just don't appear on the Zoho CRM Mobile App... Do I need to enable something, or Tooltips don't
Automatically create a new invoice in Zoho Books based on dates
We want to add and track rent payments in Zoho CRM by creating a new invoice in Zoho Books. Books must automatically generate an invoice on the first of each month using the rent amount stored in a field in CRM. Another invoice must generate if there
Signon from Desktop Client (Thunderbird) getting Refused
Trying to setup my Thunderbird client. I have used it before using Standard Credentials and Also using App Password (after MFA setup). On my migrated computer neither of the above options is working. Tried disabling and enabling MFA too.
【3/8(水) 最終回】Zoho ユーザー同士で事例 / ナレッジの共有ができる！ カスタム関数マスター講座 vol.6
お世話になっております。Zoho コミュニティチームです。 本日は「カスタム関数マスター講座」の開催についてお知らせいたします。 ━━━━━━━━━━━━━━━━━━━━━━━━ カスタム関数マスター講座とは？ 「Deluge」というスクリプト言語を使用してカスタム関数をカスタマイズした事例を、Zoho のエキスパートユーザーの皆さまに共有いただいたり、参加者全員でディスカッションをするイベントです。 今月の開催回は、カスタム関数をテーマにしたディスカッションや、情報共有が行えるフリートークを中心に構成されています。
How do I edit another users contact custom field?
In Zoho Campaigns (not Campaigns in Zoho CRM) I can only create and edit my own contact custom fields. I expect all contact custom fields to be editable by all admins. I have another admin who has created custom fields and I would like to add another
No Email after changing DNS NS
My domain is registered through AWS. I had my website hosted there and had ZOHO mail MX settings all working for a while. Yesterday changed the hosting of my website to a different company, and changed the NS setting in my Hosted Zone from AWS to point
Unable to respond to posts from Facebook Group in Zoho Social
Hi, we're trying to respond to a post that a user made in our facebook group, but we can't find the appropriate feature. We have connected our facebook page to Zoho social and we see a post from a user on the page. When we go to "Post Details", I see
i can't send
i have mail support@swivelchairs.org using website www.swivelchairs.org
Training for Zoho Desk Administrators
recently you announced (via a banner in Zoho Desk) an upcoming training for Zoho Desk Administrators. I'd like to register but cannot find the class now. Can you repost here?
What's the best way to capture internal notes in Estimates?
When we create estimates, we need the ability to add notes for internet users (never shown to clients). Is a custom field the best way for this? We were using "Description Information" in CRM Quotes before we migrated to Books Estimates.
Sheets date format dd-mm-yyyy - time, it seems, is at war with me.
Hi, I'm trying to set the format of a column to the date format we use here: dd-mm-yyyy. Unfortunately, this format does not show up in the options. There's no specification in Settings to specify it either, I can't seem to set a custom format, and while
Annoying lines on Form
I have been using forms for awhile, but my first one using a nicer template. When the recipient receives the form with an attached PDF, the form has ugly lines on it. I can't decide where this happens in Forms, and can't figure out how to clean it up.
Problem receiving email !
Hello, please how to solve my problem i send email to others but not receiving any email from anyone!! whatsapp/ 009647504532737
how do i make the Last Name and Company fields not mandatory/required
Hi, Out of the box, Zoho CRM makes the Last Name and Company fields mandatory/required. This means I cannot save a new lead without having to enter Last Name and Company. However, that doesnt work for me because we need to import leads sometimes only with email address and later as we know the customer we can add names and companies. So, how and where do I make the Last Name and Company fields not required/not mandatory? I dont need to delete them, just to make them optional. Thanks! David
Red dots all over the screen
Hi, I want to know how to disable those red dots advertising features. I want to just use my e-mail inbox, not hunt down red dots clicking on buttons or checking new features, the dots blink and jump and move, it has become extremely annoying.
Unable to receive emails from website contact form
Hi everyone, I'm currently using Zoho as my e-mail provider for my Shopify store. I used these instructions to configure the DNS records and it's working fine, because I can both send en receive emails from this address. There is only one problem: I don't
Add imported data from Zoho Analytics to report on Zoho Creator
Hello, I'm trying to find a workaround to give users the ability to search inside subforms in Zoho Creator app. As suggested from Zoho support team, I'm trying to use Analytics to create custom reports. I did the following: I connected Zoho Creator with
como crear una vista en CONTACTOS con un filtro que hace referencia a CUENTAS
Buenas a todos, La información que almaceno en Zoho CRM es de diferentes tipos de CUENTAS, supongamos tipo a, tipo b, etc. Esto lo tengo identificado en cuentas en el campo "calificacion". A cada cuenta le corresponden n contactos. Necesito enviar constantemente
splitting form in 2 columns makes fields and notes fields between the columns asymmetric
Greetings I'm working on a form where i need to show some explanatory text next to each form field, i did that by having a note field right next to each form field splitting the form into 2 columns which looked like what i want in the form builder (image
What is the "backend" or server side database for Zoho Creator?
Is it a common SQL database or a special home-grown one? I am wondering about the ability to take a database from another place and put it on Creator or even taking a database designed in Zoho Creator and migrating it to another DB. Brent Jones, in Oak Park, IL USA
Artikelbilder gehen nach zuordnen zur Artikelgruppe verloren
Unsere Artikel wurden mit Artikelbildern versehen. Nach wir einige Artikel einer Artikelgruppe zugeordnet haben, gehen die Bilder des Artikel verloren. Die Artikelgruppe haben wir für Commerce angelegt, weil ein Artikel mit Attributen sich besser online
How to change the sequence of lines in an estimate from the app
Often my requirement is to edit the estimates on the go. The app does not give the option to change the sequence of the items/lines. Is there any option to do this? The new item can only be added at the end of the list not in between the existing li
custom_field_hash for Invoice Line Items
Please confirm: Is there a way to retrieve the value of an element in a custom field using the "custom_field_hash"? Here is a snippet of the relevant JSON from an invoice. There are five custom fields. I need to get the value of just one. How?
Can Accounts and Contacts share customer fields?
Is it possible to have a single custom field that shows up on account and contact record? For example: - I would like to use a field called 'Publication Type' and for this to show on the Account and the Contacts attached to that account. THanks
Unusual activity detected. Your account is locked from sending emails
Hello I am using zoho mail at work. But I don't understand why my account is locked from sending emails. I use zoho mail purpose to contact partners in the project. Hope zoho team unlock email to help me. I hope zoho team support as soon as possible thank
Unusual activity detected. Your account is locked from sending emails
Hello I am using zoho mail at work. But I don't understand why my account is locked from sending emails. I use zoho mail purpose to contact partners in the project. Hope zoho team unlock email to help me. I hope zoho team support as soon as possible thank
Unusual activity detected. Your account is locked from sending emails
Dear zoho team, I use my Zoho mail account to send e-mails to my partners at work. In each project, I have to send emails to exchange information in the project with partners. But for some reason my account is locked from sending emails. Hope zoho team
Integrating Zoho with e-commerce site
I am looking to integrate Zoho with our website e-commerce store. Currently we use WordPress and WooCommerce, but we would be willing to change in order to fully integrate with Zoho. Thanks. Josh
Why Background Screening is important
Ensuring a Safe Workplace: Negls Background checking helps employers identify potential risks and threats that an individual may pose to the workplace. Conducting criminal background checks and drug testing, for example, can help identify individuals
Report summary header and footer??
Hi there! I´m building a report summary to export as PDF. I had set up the page size as A4 and enabled the header and footer. But when the pdf is exported, instead of puting the header and footer on every page, it just puts the header at the beginning of the first page and the footer at the end of the last page... How can i make them to apear as header and footer of every page??? Tanks!! =D
Unknown Function Error
Good day, I recently got an error on a functions that have been working and tested thoroughly for about 2 weeks now. The Error is Found 'TEXT' but Expected '[BIGINT]' for the function '755' The error does not make sense as the function worked and nothing
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Dear Team, When i try to send mail through ZOHO mail i am getting the following error. "Unable to send message;Reason:553 Relaying disallowed. Invalid Domain" Can i get some help on this. Thanks,
Announcement! Early 2023 Release | Zoho CRM & You–Go Further Together
Greetings from the Zoho CRM team! Zoho CRM is evolving at an unprecedented rate– new features and enhancements are constantly being added that elevate its capabilities and help businesses make the most of the tool as well as the information they have,
Custom role with unintended restrictions
We have created a custom role in Books that was only intended to keep someone from deleting anything from the chart of accounts, general ledger, and banking. It has apparently also restricted the changing of pricing in estimates, sales orders, and purchase
IMAP - Email Integration Early Access
Dear All, If you are in Professional or Enterprise edition and interested to try out the new IMAP Email integration early access, then send us your CRM account email address to support at zohocrm dot com. We will enable the access and update you. Thanks, Ponnusamy
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