How many currency fields can be able to add in Zoho CRM?
Is it possible to add more than 10 currencies? Any workaround for this?
Zoho Calendar App Not Displaying Zoho CRM
Hi there, I have enabled the Zoho CRM calendar. I can view my Zoho CRM events on my Zoho Mail Calendar. However, my Zoho CRM events do not display on my iPhone Zoho Calendar app. On the iPhone Zoho Calendar app, it shows that my Zoho CRM calendar is linked.
CRM Workflow rules
Hello, I have set up a simple workflow to trigger an email based on a contact field {date} update/create. I intend to update the field weekly in order for it to send emails. I am testing it and It only sometimes work. It will not send an email every time
Zoho Mail Adding Imap Gmail No Working
Hi, We are having an error setting up a new Gmail Imap account on Zoho Mail. We have done everything per the recommended instruction. were are getting the same error. We have check and triple check the password. See below or attached screen shorts Zoho
Newly imposed limitations in the Calls Module?
I went to make some changes today in a flow that's been running fine for a while, and was unable to do so as a result of ZohoCRM permissions restricting access: So I then head over to CRM and find the corresponding automation, only to be confronted with
Spotlight series #13: Bring your presentations to life with slide transitions
Hello everyone, The feature in the spotlight this month is Slide Transition. The goal of any presentation is to keep your audience engaged. While visuals help you create compelling stories, adding effects to your slides elevates your presentation design.
Adding more Currency fields
We are a finance company and need to have/add several more currency fields in our credit application, etc. We are maxed out. This was never explained to us by our Zoho partner. They are saying we are limited to Can you please help us make these modifications?
Introducing Instagram Direct Messages in the Social Module
Hello all, We are excited to announce that the Instagram Direct Message functionality is officially up and running in Zoho Desk. It’s now easy to view and respond to end users' messages and convert them into support tickets right from the Social module.
Question
hi! i want a learn more
ZOHO Inventory - Update Custom URL Field
Hello Team I am trying to update a Custom URL Field Inside the Zoho Inventory But not will happen, below I am sharing my sample code with you can anyone help me with the same? Sample Code customfieldmap3 = Map(); customfieldmap3.put("label","Podcasts
no such view exist
Hi, I am trying to attach report of a form in an email and have written concerned script for it which is as shown below. The name of the form is NMR Labour on site Today ( Daily Wage) sendmail [ from: zoho.adminuserid to: "harish@ebs.com" subject: "Daily
Not able to access zoho book
Hi Team , I was using books.xyz.com to access zoho books but due to change in DNS servername I lost the access to the url and not able to login
Gstr 3b repush after approve
I want to repush the Gstr3b transactions.Because its not uploading on gst portal.Accidentally i approve without noticing few failures in uploading.Repush options not available.pls help
Subforms sorting rows
Is it possible to sort the rows in a subform? I have an application where the user uses a subform to record the steps in a process. They enter the details of Step 1 , later they add the details of Step 2 and so on for step 3, 4 & 5. When I edit the form the rows in the subform are in a random order. The best solution is for the rows to show in the order that I specify in the subform view. The second best is to use the date & time each row was entered as the default sort order. Any work arounds? Herb
synchronizing Zoho Forms attachments with oneDrive shared
Dear Ladies and Gentlemen, we want to know if it is possible to synchronize Zoho Forms attachments with our OneDrive business shared folder. It is working for the personal folder with no flaw at all but once I try to select the shared folders I receive
CRM 2016 - Potentials Won/Lost Pop-up Screens
I strongly dislike the pop-up screens that open when you change the potential stage to Won or Lost. 1. CLOSING DATE: I don't like having to depend on users entering correct data. Since the pop-ups were implemented, my workflow automation rule to change
How to see which scoring criteria my contacts meet?
Hi! I've laid out a scoring system in the CRM as well as in Campaigns, but I am not sure where/how I can see which scoring rules my contact meets, specifically. Is there a way to do that?
I would like to create a meeting and have the location pre-populated to the account or contact location
I am looking into leaving salesforce and move to zoho. In salesforce if i was on the account screen, or contact screen, i was able to create a custom button for an "customer-site meeting" in which case some of the meeting information pre-populated. In
Desktop notification
Anyone know of extensions or add-ons for desktop notifications when a new ticket comes in?
Mark as read on Facebook and Instagram
Isn't it possible that once we reply to a message on Facebook or Instagram in Zoho Desk, it is marked as read in the respective inboxes? I communicate via Desk but the messages remain listed as unread, forcing me to go to FB/IG and manually open each
New user can't load crm
I created a sub user and tried to log in myself with an incognito window in both firefox and chrome. All i get is a mostly blank page, I get the "CRM" bar on the topk with no modules, and a white screen with gray boxes where my dashboard modules would
Time Tracking?
Looking through Zoho Payroll it mentions how we must manually enter the hours worked for each hourly employee during every payroll. Is there any functionality for time tracking where employees can clock in/out? Is there any integration with any other
RingCentral SMS through Zoho CRM mobile app
Is it possible to text through Zoho CRM mobile app? I can do it on a browser. I have RingCentral service.
Best online scheduling system
What online scheduling systems have you found that work well with Zoho? I am currently using Timetrade but open to changing. I can't seem to get Zoho calendar to sync with timetrade yet. I work in Recruitment and use this function of my email and calnedar
Does the Exchange add in work if you have an on-premise exchange server as opposed to cloud?
I managed to it installed on my outlook client, but when i try to associate an email, i get an error. "The Exchange and Shared mailbox have no support for the Associate Email feature". Is this just incompatible with on-prem self hosted exchange? Or is
Is it possible to offer a front-end online estimate builder?
Hello! Is it possible to build an online front-end estimate builder for customers to mix and match Books items and create an estimate for themselves? Better yet, have a few pre-built "packages" which they can either order as is, or add more items to create
Additional email receiver does not receive email notification.
Hello team! I set up a work flow rule that sends a "new lead" email notification to the lead owner, sales director and myself every time a new lead is created in Zoho. I wanted to add an additional email (my boss's email) as a recipient but he does not
CRM incorrectly asserts that emails are bouncing even when Zoho is the MX provider and delivers to them correctly.
Folks, All of the salient points in this video are blurred. Zoho support has an unredacted version. Zoho CRM asserts that email addresses are bouncing even though Zoho is the MX provider for those email addresses and all external inbound email to those
Changing a quote status when converting a sales order.
I would love to see that when you change a quote into a sales order that the status could change to Won.
Getting error on sign in as - ERROR_invalid_timestamp
After factory reset, installed zoho notebook. When I try to sign in I get message as - ERROR_invalid_timestamp Can someone help ?
Zoho meeting
How to export Zoho meeting attendee list after the meeting
I have the error - Oops! Something went wrong. Try again later
Hello. Im having this error. A user on my organization was disabled and when i try to enable it i have this error "Z101:Oops! Something went wrong. Try again later" . i have tried to delete it and same error. Please need help User: toannk@safecert.c
Is there a way to migrate from Xero into Zoho Books?
We currently use Xero to manage our accounts. I have been looking at Zoho Inventory and have some presales questions waiting to be answered by the zoho inventory team, but I wanted to ask if it is possible to easily migrate from xero to zoho books the
Workflow Deluge Script Challenge?
Building a new workflow in CRM. When a new sales order record is created then a custom function inside the workflow is executed which parses the "Subject" field to extract the order number and copies it to a custom field named "Order Number" in the Sales
Items for Vendor in the Vendor's Currency
My base currency is GBP. I have over 50 vendors across the world and their trading currencies are EUR, USD, JPY. I can set-up a Vendor with the correct currency, however, I can only set the item prices from those vendors in GBP. This is no use to me as they quote their prices in their own currency. When will Zoho allow item prices in the Vendor currency? At the moment, each time I place a Purchase Order with a vendor I need to manually enter the item price in the PO. This is very inefficient, time-consuming
Sync App cache for multiple users Linux computer
I would like to understand the WorkDrive sync for Linux Desktop (Ubuntu) App files local cache mechanism. Imagine a scenario, where multiple users are using single Desktop machine, or a VDI server has WorkDrive sync app installed for users/thin clients.
[API] Create contact with account details when creating a ticket
Dear all, When creating a ticket through API we can set Contact Details, it creates the ticket and the contact (if the latter do not exist). However when I add accountId in the contact section it fails with the following error: { errorCode: 'UNPROCESSABLE_ENTITY',
Profile pictures not visible on Firefox browser
Hi, I have some uncanny situation with my agents' profile picture. Some are using Firefox, and others use Chrome. They have strictly similar personal settings as well as roles, profiles, and every other permission. Problem is as follow: agents using Firefox
Zoho One : Trial : Books and Inventory impossible to synch
Hello, I'm trying Zoho One and want to enable Zoho Inventory Addon in Zoho Books. I get this error message : Oops! Looks like you have not subscribed to Zoho Inventory yet. Please upgrade your Inventory plan to use its features in Books. Do I have to pay to test it ? Thanks and regards
Zoho Virtual Account
ZOHO CEO account has access to all settings and permissions. You also get to see everything that is not always useful in practice. Can you create a virtual account that only serves as a CEO. With the paid account as manager, we as a user would only see
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