Looking for assistance
Is there any Zoho experts in Calgary that could work with our small firm to implement this CRM? We've been stuck in the dark ages with Goldmine and would like to have a expert guide us through the change. Regard Ken
Stickers on Image Editor
Is there any way to add a custom sticker to the image editor? It's a nice option, but I'd love it if I could upload a few of my own that I could use, rather than just the provided ones. Thanks!
Adding Menu
I thought I saw something that would allow me to add a menu at the top of the page and have it hold its position as you scrolled down the page. I get to where it asks me about adding to a Menu but will not allow me to save. Nothing in the support pa
Latest updates in Zoho Meeting | Request to unmute feature, view up to 250 video feeds, change layouts in audio conference, remember devices in webinar, suggest recording to host/co-host, and more.
Hello everyone, We’re here to share a few updates and enhancements in Zoho Meeting. Here's what we've been working on lately: Request to unmute feature, video feeds pagination, change layouts in audio conference, remember devices in webinar, suggest recording
Inconsistent display of font size when sending emails in Zoho TeamInbox
The font size in Teaminbox's interface is not displayed in the correct size, but way larger. I have set Verdana 14pt as the default font for composing in settings: When I compose an email however the font size is visibly way larger. I've opened developer
Repeating calendar events have disappeared
Hi. Most of my repeating calendar events are suddenly gone today. I don't see a pattern to the problem. This was brought to my attention by another member of my household, so it is happening not just on my account. Please help!
Community Digest - January 2023
Good day, People! Make room for the January 2023 Digest. Here is a round-up of all the discussions and announcements that took place in the previous month as we begin this new year. Announcements: Have you seen Zoho CRM's user interface updated with Puvi
Filters in career site
Hello ! It's possible to add filters in career site ?
Nouveautés Zoho Workplace 2023
L'équipe de Zoho, comme vous le savez, est constamment déterminée à vous fournir un logiciel complet et le plus proche possible de vos attentes. L'ensemble de l'équipe de Zoho Workplace est ainsi fière de dévoiler sa plateforme de communications unifiées
New push notification enhancement in the latest version of the Zoho Project mobile app.
Hello All, In the latest version of the Zoho Projects iOS app (v3.6.5) and Android app (v3.6.3), we have enhanced the notification functionality. From this update onwards, a brief description of every action taken on the respective task will be displayed.
How to get records using Modified_Time greater than specific time?
Hi, I am getting records using 'Record APIs'. Now trying to do 'search records ' bases on Modified_Time. Eg: Like last one day modified records based on Modified_Time. I am trying this way, but getting invalid data error. https://sandbox.zohoapis.com/crm/v2/Contacts/search?criteria=(Modified_Time:starts_with:2018-08-31) { "code": "INVALID_DATA", "details": { "api_name": "Modified_Time" }, "message": "invalid data", "status": "error" }
Tip of the week #36 - Manage your team's tasks from your shared inbox using the Asana extension
Asana is a task management application that lets you manage and organize your teams' projects and goals. The Asana extension in Zoho TeamInbox lets you perform the following activities. Convert your emails into tasks - On a particular thread, you can
openUrl is not working when I using deluge function in zoho CRM
** I am trying to open url mention in openURL funtion in Zoho crm usig deluge but not able to succeed. ** toReturn = "";
criteria = "Phone:equals:".concat(phone_number.toString());
response = zoho.crm.searchRecords(module,criteria);
if(1 < response.size())
{
Block Time Each Weekday for Lunch Break
I have set up working hours for each day of the week (e.g. 9 AM to 9 PM), but I want to block off a 30 minute window from bookings on each weekday to allow for my lunch break. How can I accomplish this in Zoho Bookings?
Remove tasks, event, calls and mail
We use other software programs to manage this, such as Zoho One Calendar, Zoho One task, Zoho Team inbox and our own software for calls. These buttons that appear on a deal seems like they can not be removed. It only represents a way employees can mistakenly
new mails of the day are coming
mail of today are coming
Create Deals from Leads
Hello, I would like to do the following: 1) An email arrives with one of the following keywords in the subject: Quote, Quote, Quote, Request. 2) I create a potential customer from that filtered email (Leads) 3) I create a quote with that possible client,
Is Zoho CRM 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
Yearly Limit Questions
Hi, I'm trying to setup a yearly limit, which I want to start it by a certain date (Say 1-April every year), is it possible? And is it possible to have pro-rated limit for new joiners to the company? Best, Yu Hang
Removing Unsubscribed Contacts
How do I remove contacts from a list that have been removed/unsubscribed?
Reports: Amount Detail in Purchases by Vendor Report Doesn't Show Account Information
In Reports | Purchases by Vendor, when one clicks on a vendor's total to get specific information, the resulting report wrongly and unhelpfully shows "split" for every account. This is problematic two ways: First, those aren't split transactions. Every
Projektbeteiligten-Liste - Wie starte ich eine Projekt?
Das Projekt wird gestartet, der Projektname steht. Als nächstes werden alle beteiligten des Projektes aufgenommen, um damit erhalte ich eine "Projektbeteiligten-Liste", dachten wir, aber das ist in Zoho Projects gar nicht möglich? Ein Projekt hat eine
Can't add my email to "Manage Senders" in deliverability over Zoho Campaings
Can't add my email to "Manage Senders" in deliverability over Zoho Campaings. Once I do that, it shows a message telling me it did but it doesn't show down and the email never arrives. Also, I can't find where to paste the SPF and DKIM info, the domain
Making daily MFA mandatory for users in our Zoho CRM organization.
This is something we haven't been able to figure out how to do. For security, we are required to impose: 1. Daily logouts, 2. Every logout should require MFA. But we haven't been able to figure this out entirely. We managed to access Zoho Directory, and
Locate Map button in CRM Canvas view
Hallo I'm creating custom views of lead contact and accounts using Canvas. How can I show in Canvas the Locate Map button that exists in the standard lead, contact and account module (close to the address)? thanks
Products data not carried over when converting Quote to Sales Order
Hello, I've edited the Products module to add some fields that we need for our Quotes. After that I've edited the layouts of both the Quotes and the Sales Orders so that they could make use of these new fields. Some of these fields are lookup-fields while
【2/21(火)14:00〜 / 残席わずか】Zoho ワークアウトでユーザーと情報交換しながら設定やカスタマイズを進めませんか？
お世話になっております。Zoho コミュニティチームです。 2月に開催されるZoho ワークアウトの日程についてお知らせします。 ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトの開催について ‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥‥ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消「Zoho ワークアウト」を開催します。 Zoho サービスで完了させたい設定やカスタマイズ、環境の整備など……各自で決めた目標達成に向け、他の参加者と同じ空間で作業を行うイベントです。先輩ユーザーや他の参加者と意見交換をしながら集中して作業に取り組めます。
Created multiple blueprints, in which order will they be executed? Zoho CRM
Quotation of the day If you have created multiple blueprints, in which order will they be executed? Select one: a. Based on time created b. Based on user roles c. Based on the order in which they're listed d. Based on the last modified time Thanks & Regards
Trouble with custom function in zoho books
I am trying to use the below custom function, when retrieving "sub_total" it keeps returning "emtpy" however it works with "total" but I want to retrieve the sub total of the estimate. crmpotid = estimate.get("zcrm_potential_id"); total = 0.0; relest
Opt out multiple email addresses in Leads module
Hi, In the Leads module the Email Opt Out field, will that only apply to system email fields Email and Secondary Email, or will it also opt out any additionally defined email fields that have been added to the module? Regards, Tony
Verkaufsbeschreibung mit HTML-Editor
Wenn es in der Zoho Books "Verkaufsbeschreibung" einen HTML-Editor gäbe, dann würde man die Beschreibungen z.B. in Angeboten "schick" machen können eine Synchronisation mit der Verkaufsbeschreibung in Zoho Commerce dauerhaft herstellen
#16 Zoho Books Digest
Hello readers, I hope you're having an awesome day! We're back with the 16th edition of Zoho Books Digest. Here's what we have in store for the community this month. Upcoming Events Zoholics Dubai We believe everyone deserves to thrive at work. So, why
Live-Abstimmung und Wort-Wolke
Ich habe bei einem Anbieter "Mentimeter" die Live-Abstimmung mit Wort-Wolke gesehen, die man super bei Veranstaltungen einsetzen kann. Kann man mit Zoho Survey auch Live-Abtimmungen mit Wort-Wolk in Echtzeit darstellen?
does a pipeline only apply the deal module ?
I created a customized module in CRM， i found I can not set up a pipeline function in my own customized module
Schriftart open sans nicht für E-Mails aus Zoho CRM vorhanden
In den E-Maileinstellungen von Zoho CRM befindet sich nicht die Schriftart "open sans". Bitte hinzufügen!
Submit form and call phone number at the same time
We were wondering if there was a built in form that allows for the dialing of our call center once a user submits a form. Basically the user will fill out their information, click submit, and once they click submit it will dial our call center. Any
noreply-dmarc-support mail from google
Previously, I haven't received so much kind of Google Report too much. But, I got a lot and I don't know what's wrong? I do configure DMARC record correctly when I checked in zoho health check dashboard. Does anyone receive like this kind of mail?
[Product Update] Change in Teamwork Projects and Desk - Zoho Analytics Integration Authentication Method
Dear Customers, To simplify the authentication process, we have changed the authentication method of Teamwork Projects and Teamwork Desk - Zoho Analytics integration from API key to OAuth model. For all new integration setup, the new authentication model
Changes to Terms and Conditions not appearing in the saved template?
Hi, I wonder if you can tell me what I'm doing wrong. I simply want to enter our Terms and conditions into the quote template. I followed the instructions here - https://www.zoho.com/crm/help/customization/special-fields.html This resulted in me selected
Adding Subform row when adding new row in deluge
I am still new to deluge, but I have have trouble locating information on this. I have an online order form for my website. I would like to have a button to move that record information my main order form. I created a button in that report view of the
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