Enhanced Media Library and Bulk Posts Export on Zoho Social
Hey everyone, With the new updates to Zoho Social, you can make your social media interaction more interesting and easily share your content plan. Enhanced Media Library The Media Library feature now lets you access platforms such as Pixabay, Pexels,
Custom Report for Mass Email Blast
I'm trying to create report that I can run that shows the number of open emails and bounce emails by State. Can someone help or develop the report for me?
Hide unwanted tabs
Is it possible to hide some unwanted tabs? We are not using right now in my company suchs as visitors, live visitors, calls... etc. It would be great if they could be hidden as they would represent a useless button where employees can click.
Picklist History Information in Templates
Hello, Is it possible to pull data from a picklist history tracker and put it into an email template. For example, in the Campaigns module: ${Campaigns.Phase} would be the picklist. The API for the picklist history is "Phase_History" and the field I'm
Locate Map button is gone forever
The other day I was re-arranging our Leads module setup in CRM, and I removed the Section "Address Information" so I could move the address fields into another section. Then I noticed that the button for Locate Map, which just takes you to Google Maps on that location, disappeared. I have now spoken to 2 support reps, and both have told me that because I removed that section (just a section separator, no actual fields) that button is now gone forever and there is no possible way to get it back. This
Recurring events in Zoho CRM need urgent work
We use Google GSuite and Zoho, with a sync between the two's calendars. There are two serious oversights in the Zoho CRM calendar: 1. If you set an event as having an online meeting (Zoho Meetings), it is then impossible to set it as a recurrent event.
Create or Update Data in Multilookup by Deluge Zoho CRM
Hello Team, if you want to update and create a record's Multi lookup Field by deluge, When you using a Multi lookup then Create a Cross Module Like this. Take Course Multi Lookup in Student then create cross Module. Now a New Module will be create inside
Changing the module for email templates ('Leads' ► 'Contacts')
How can you copy an email template and change the module to which it applies? I have created a few email templates for 'Leads' which I would like to copy (and edit) and use for 'Contacts'. After searching and fiddling around for a long time I can't find
i cant use my predictable text
I can't use predictive texts in my notebooks. But as I'm texting this it works. It happened when my phone did its last update.
Windows Notebook: Open to All Notes When Starting?
Hello, Is there a way to have the Windows desktop app start with All Notes open instead of the Notebooks page? Or, if there are multiple notebooks, open a specific one on start? Thanks!
Workflow to trigger function
Hi, I setup a workflow to trigger a function when record has been created. If I create record manually.workflow work correctly. But When I create record by functions.workflow can't trigger function. Is it true or I miss something?
Spell checker Finnish
I need to check the spelling of my email in Finnish. Are you going to add this feature in the future? Thank you. Attila
Functionality URL Idea: The OR operator
Referring to this: https://www.zoho.com/creator/help/url-pattern/functionality-based-urls.html#To_set_criteria_for_a_view I propose to include "or" as well as "and" for creating views on the fly. For example, https://creatorexport.zoho.com/admin/mydata/json/My_View/Town=Lakeview||City=Summerville Would provide all records (in this case as a json stream) with either the Town Lakeview OR the City Summerville Is there a workaround? John M. Whitney
Schriftgröße der Kategorie einstellen
Wo können wir die Schriftgröße der Kategorie einstellen?
Email templates more fields from related lists
When we create email templates we would like to see all fields from related objects e.g. creating and opportunity template we would like to be able to choose from any field from a contact or account related to that opportunity. BTW when you give us the
can I talk or chat with somebody for support?
I need support for configuration by telephone or chatm do you have?
Sales IQ Reports & Campaigns: How do I stop internal email addresses from being tracked for Opens, Clicks, for reports?
It seems like my data is being skewed by our own internal email addresses. For example, when I'm writing a blog post, the Sales IQ daily reports show the as yet unpublished page as being one of our top 5 pages on our website, but I know that it's me,
I keep getting asked to log in
I use Chrome as my platform. Every day I log into Chrome and it asks me to verify. I have no problem with that. I then log into ZOHO and it asks me for my email, 2FA and then asks me if I want to trust the platform and if I say yes then I will not be
Is Zoho Sales IQ for me or I should use another tool?
Right now we have several channels throughout we receive request, questions, orders... etc. These channels are email (we use Zoho Team Inbox here), Instagram, Facebook, phone, cell phone and mainly WhatsApp. I am looking for a Tool which can put together
Can i Select custom related list records while creating Templates for Potentials (Deals)?
Can i Select custom related list records while creating Templates for Potentials (Deals)?
WON report
Is there a way to run a report of Accounts I've Won deals with in the free version?
Zoho Sign for ISVs and OEMs : Integration, bundling and white labelling options
Zoho Sign can be a great fit for original equipment manufacturers (OEMs) and independent software vendors (ISVs) that need to collect digital signatures and automate e-sign workflows in their existing applications. We offer: Powerful APIs and white labelling
Import breaks Zoho Blueprint
Hi, We are an extensive user of Zoho Blueprint, which we find as a brilliant capabilty. Yet any record touched by an Import, whether newly created or updated, causes the Blueprint transition for the record (eg Lead) to dissappear. Only when the recocrd
Can I send an attachment with my campaign?
Can I send an attachment with my campaign - I have a flyer that I want to send out as well.
Recording Meetings in Different Time Zone
Hi everybody! I saw quite a lot of times that people are asking Zoho to have this functionality to record a meeting in a different time zone. While they did say they will forward this to the development team, we all know too well what that means. *wink2
Is it possible to add a button that triggers a function or workflow in Zoho CRM?
Hello, I am looking for a way to add twi buttons in the contacts section (contact list). First button The first button should do a custom search (like the same you do with the custom filters in the left sidebar). But it has to be a button that searches
Zoho can't connect with snov.io
Hi, zoho email can't connect with snov.io service to send emails using drip (I am using SMTP to connect). this is what they say "Unfortunately, you need to contact your email provider then Please pass them these errors we receive: 535 Authentication Failed..
Can ZohoOne and Zoho apps import from Linux hosted OpenLDAP server?
Does ZohoOne and other Zoho apps support connections to Linux hosted LDAP servers? I've read that ZohoOne supports Active Directory and requires Microsoft .NET. We are not a Microsoft shop and do not plan to start using Microsoft products. Connecting
ZohoMail - Best process for mailboxes when an employee leaves?
Zohomail in ZohoOne doesn't seem to support industry standards when it comes to offboarding an employee's emails. The use case is obvious...the exiting employee's emails still need to be accessed by the manager or other team members. But in ZohoOne the
How do you set a goal for a workflow?
I am building out a workflow in Zoho Campaigns, and I would like to learn how to set a workflow "goal" so once that goal is met, the user exits the campaign. Furthermore, I would like the "goal" to be a purchase made through our Stripe account (that we need to link). Therefore, the lead will continue through the workflow until the user unsubscribes or makes a purchase. Can you please let me know how to do this? Thank you
Live Time Zone Calendar Adjustments
Recently I've added some ideas addressing lack of basic time zone functionality in CRM calendars/invitations/reminders/notifications that I am hoping ZohoOne can take under serious advisement. Those suggestions represent coding that would only work for
Converting Inches to decimal
I am trying to figure out how to create a form field that I enter in inches but it converts that input to decimal. I.e. I put 6 1/2 x 6 1/2 and the output would be 6.5 x 6.5. Thanks for any help
Allow for Layered Data in Geo Maps
Our organization is trying to display two layers of data as a map, with such layers as: A map of US states, with states we have a presence in colored according to the size of our presence (chart type "Map - Filled") A map of US states, with proportionally
Weekly Time Log Restrictions
Issue: When a user views “Weekly Time Log” all the previously populated time logs for the week are erased. Suggestion/Idea: Time logs that have been logged for the week gets populated in “Weekly Time Log”, a similar view to “Grid View”. For example
Multiple Assessments to Job Openings
It would be a good feature to add the ability to associate more than 1 assessments to a job opening. As there are different stages in the hiring process, we should have the ability to create leveled assessments based on the stage of hiring process. Currently
kostenpflichtige Buchungen für B2B-Kunden mit Netto-Betrag ausweisen
Bei der Konfiguration einer Dienstleistung kann nur ein Betrag (Brutto-Zahlbetrag) eingetragen werden. Für das B2B-Geschäft muss es möglich sein, einen Nett-Betrag einzutragen.
Buchung in Zoho CRM anzeigen
Wie sehe ich am Kontakt in Zoho CRM dass eine Buchung über Zoho Bookings vorgenommen wurde? Wir haben Integration von Zoho Bookings für CRM vorgenommen, aber die scheint nicht zu funktionieren
Can I add CCs to my email templates?
Hi, is there a way to add a CC email address to my Zoho Desk email templates? So that if I insert a template into the email I'm sending to a contact, it also automatically adds a specific email address in CC?
How to post Insurance money received in Zoho Books
An insurance has paid us money for damages caused on our property. Rather than have the insurance pay for the exact damage we opted for a lump sum payout. The amount has been paid into our bank account and is shown on the bank feeds. How do we record
El nuevo Zoho Workplace para el futuro de la colaboración
El equipo de Zoho, como ya sabéis, se compromete constantemente a proporcionar un software completo que se acerque lo más posible a vuestras expectativas. Todo el equipo de Zoho Workplace se enorgullece de presentar la plataforma de comunicaciones unificadas
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