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Google ads and zoho forms thank you page 2025
We have implemented CNAME in zoho forms. Google Ads wants us to run a thank you page, and they require that thank you page be hosted on the main domain and not the sub-domain. Is there a solution to this? Called to support and they had no idea how to
Zoho CRM - Create Report out of a Graph
Hello, I created two graphs that measure the weekly sales activities on the basis of messages send on LinkedIn (we are using a third party tool that saves all LinkedIn messages automatically as a note). The graphs and the corresponding settings look like
Attachments should sync between Zoho Finance in CRM and Zoho Books
It would EXTREMELY helpful and practical if the attachments added to an invoice via Zoho Finance in CRM synced with the invoice updates in Zoho Books. Currently, attachments to an invoice updated in CRM DO NOT appear as attachments when viewing the same
Automation#29 Retain ticket status on moved tickets
Hello Everyone, Hear out Zylker Techfix’s Success Story on Smoother Ticket Transitions! Zylker Techfix, a gadget servicing firm committed to quick repairs and timely deliveries, faced a challenge when ticket statuses changed automatically while moving
how to sync shopify orders to zoho inventory instantaneously?
hi, Is it possible to sync shopify orders to zoho inventory sales orders instantaneously using zoho flow? if so can anyone give me a step by step guide as im not too tech savvy. currently i have set up sync at 15 min intervals but thats too long for me.
Controlling the layout view for profiles
Is there a way to control which layout a user sees for contacts which is based on his CRM profile?
Zoho Desk Android app update - Initiate WhatsApp chat with pre-approved templates from ticket and contact details screen
Hello, everyone! We are excited to introduce an option to send WhatsApp messages via IM(Instant Messages) using pre-approved templates directly from the ticket and contact details screen of the Zoho Desk app. In the ticket details screen, we have enhanced
How to disable email notifications about new candidates?
Hello, I'm struggling to find where I could disable getting email notifications like this one: subject: New candidate associated for [job position] Hi [name], This is to bring to your notice that the candidate[name], whose candidate ID is [ID], has been
Being able to send a spontaneous candidate to client or hiring manager without a job link
Hi, Could we add the possibility to send a candidate to a client or a hiring manager even without relating the candidate to a specific job? In our reality of searching for great Talent when we find one we need to send him to our client or manager for review or meeting even if we don't have a job opening. It will happen when: We receive a spontaneous candidate's resume that doesn't correspond to any of our active jobs. OR When we are viewing a candidate associated to a specific job that we are not
Can't import a PDF
Why on earth can we not import / upload a PDF? Like one of the most common formats an accessible document would be in!
Layout Permissions
I have layout that I need only once role/user to access I have made sure the user does not have permission to the other layout I do not want them to see. However, they can still see all the other records. Please help I need this solved ASAP.
Need Help Validating Requests in Channel Pull & Push Integration
We’re currently working on an integration that utilizes Channel Pull & Push functionality. As part of this, we need to validate incoming requests, but we’re facing some challenges in getting the validation steps to work correctly. Here’s a simplified
Create custom rollup summary fields in Zoho CRM
Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
Introducing Appointment Title Customization
Hi all, We're delighted to announce an exciting feature, Appointment Title Customization, which you can use to personalize your appointment title according to your business's specific needs and preferences. An appointment title provides a glimpse of the
Custom Deal Name in Lead Conversion Mapping
I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be
Directly Edit, Filter, and Sort Subforms on the Details Page
Hello everyone, As you know, subforms allow you to associate multiple line items with a single record, greatly enhancing your data organization. For example, a sales order subform neatly lists all products, their quantities, amounts, and other relevant
Help with Formula to Calculate Remaining Days from Due Date in Zoho CRM
Hello, I am working on a Zoho CRM formula to calculate the remaining days from a Due Date field. My goal is to display the number of days left from today to the Due Date. I have tried the following formula, but it is not working as expected: plaintext
What is the Use Case for Business Messaging when Live Chat already exists?
Hi I'm excited about the new announcement for Business Messaging in Zoho Desk. However I'm unclear the use case for Business Messaging when Live Chat already exists? Is Business Messaging essentially a new version of Live Chat but built for use in the
Bar Charts in Zoho CRM
Hello, We are using the Analytics section in Zoho CRM (not Zoho Analytics). We created two bar charts using a workaround with LinkMatch: each time we send a message to a lead/contact on LinkedIn (not on Sales Navigator but the “normal” LinkedIn”), a new
Case and Left Join Problem
I am attempting to find the cost per lead, however they are on different tables. I am using the Case and Left Join Functions to do so. The following Queries are working correctly. These are below: SELECT "Campaign", COUNT("Id") AS 'total_leads' FROM "Deals"
Configuration de la signature de messagerie dans zoho crm
bonjour, j'essaie d'ajouter une image de signature mais en cliquant sur l'icone image, rien ne se passe. merci de m'aider :)
Pass page variable via ZML execute function
I am attempting to pass page variables through the parameters field of a zml element utilizing execute function, but it does not appear the page variable is getting parsed. Am I missing something? <pc padding='25px' hAlign='left' action='ExecuteFunction'
Unable to Duplicate Zoho Application
Dear Zoho Support Team, We are facing an issue while trying to duplicate a Zoho application. When we attempt to do so, the process does not complete and instead remains stuck on a loading interface. To help you understand the issue better, we are sharing
Deleting Salutation Field
We have updated our lead input screen and 'Salutation' has appeared. This is not visible in the 'Edit Pgae Layout' screen so cannot be moved to 'List of Removed Fields' Salutation is visible in the list in 'Customization - Fields' however I can only 'Edit' or 'Replace' I cannot delete and I do not need this field on my lead input screen. Please can you advise how to get rid of this. Screen shots can be provided if needed. Thank you Tasha
Custom Modules Now available for Standard and Professional Editions with Expanded Limits across all editions
#CRM25Q1 Hello Everyone, We are here with an exciting update to Custom Modules in Zoho CRM. Custom modules will now be available to Standard and Professional Edition users, with expanded support across all editions. The standard modules offered in Zoho
Attach file uploaded via Zoho forms into CRM
Hi everyone, facing currently the problem that I like attach uploaded files from Zoho Forms into Zoho CRM. My approach was to use Zoho Flow but when using the Zoho Forms trigger, I receive the files in this structure: https://forms.zoho.eu/api/form/Testform/formperma/XXXXXXX/resthookdownload?filepath=/Testform/FileUpload1/12312312_Test_PDF.pdf
Enhance email sending for custom functions in Zoho Connect
Dear Customer, We would like to share an important update to how emails are sent via Custom Functions (Deluge) in Zoho Connect. What's new? To improve security and email deliverability: The From Address in the Send Mail task used in Custom Functions must
Cisco Webex Calling Intergration
Hi Guys, Our organisation is looking at a move from Salesforce to Zoho. We have found there is no support for Cisco Webex Calling however? Is there a way to enable this or are there any apps which can provide this? Thanks!
How to separate Vendor custom fields from Customer custome fields
Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors
How to download Zoho Meeting recordings via the API?
When I hit the /recordings.json API endpoint it responds with a JSON which also contains a downloadUrl for each recording. HOWEVER, I have not been able to figure out how to access this recording. 1. If I access the downloadUrl as is, it results in a
More admin control over user profiles
It's important for our company, and I'm sure many others, to keep our users inline with our branding and professional appearance. It would be useful for administrators to have more control over profile aspects such as: Profile image User names Email signatures Themes Although we can guide our users on the branding style they should adhere to, administrators really don't have any control over user profiles once they have been created. At this stage I will have to spend time going in to each Zoho
Chat Widget Does not appear for users
The chat icon appears for some users, and not all. I know our integration is set up correctly because of the fact that some users can see and use it. I also cannot provide a link to our website for security purposes. But we need a resolution to this as
Desk and FSM 2 way communication
is it possible for a work order created in FSM under a certain category (E.G Health check and Panel Clean) to automatically create a ticket in Zoho DESK?
Zoho Books Estimate to Zoho CRM quote?
I'm not sure why this isnt automatic, but maybe I'm missing something. When we create a quote in zoho books we have a custom function that pushes the contact into a deal within the CRM. I can not for the life of me figure out how to push an estimate from
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
How do I stop systemgenerated@zohocrm.com emails
How can I stop Free CRM to send emails when a possible client turns into client. the emails are flooding my inbox
Zoho FSM Assign request to a technician
Dear Community, I’m exploring whether Zoho FSM allows requests to be automatically assigned to the technician responsible for a specific asset. The reason for this is that different technicians specialize in different types of equipment. When a request
Can't insert email template
Hi there, When I click on a contact and select Send Email, I would like to be able to insert an email template. I have created an email template in Setup> Customization> Templates however this option is not availabe when I click Insert Template. I am
Open a report and filter it based on my current module selection
I am looking to take a report that I have created and use a button in my custom module to open that report and have it filter down to the data from the account selected in the custom module.
[ADMIN CONSOLE BUG]: Selected users cannot be unblocked + cannot change user password
Refer attachments: 1. Select users > click Unblock button > message keeps appearing at the top 2. Change user password > Click Change button > nothing happens
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