Recent Topics
Mapping of Zoho CRM Lookup field to CRM
Hi, I have created a Zoho CRM Lookup field on a form for a client. The population of the field works great in the form however I cannot seem to get the data being entered in the form back into CRM. For example, the form is for new clients to fill in their
Function for SUM of two currency fields in Deals to be populated in third currency field
In the Deals module I want to use a function to SUM the CAAS_Subscription currency field and the MDO_Subscription currency field and populate the total in the Total_Subscription_Revenue field
Tips: Using Zoho Books retainer payments for Law Firms trust accounting
Just wanted to share this tip below with others who are using Zoho Books for law firms. TIP: When applying a retainer payment (trust funds) against an invoice to be paid, create a email trigger wth a reminder to transfer bank trust funds into the operating bank account. Later on with bank feeds, transaction is ready to be matched when reconciling bank account. Here's a sample email notification: A reminder to transfer client trust funds from Trust account to the Operatingl account for invoice payment.
integrating Zoho CRM vendors with Zoho projects
In most of our projects we collaborate with our Vendors. Being able to integrate only Accounts and not Vendors from CRM, is a huge limitation for our perspective and needs. We would really love to see this feature in the CRM-Projects integration.
Rollup summary for custom module
Rollup summary feature was introduced almost a year ago: https://help.zoho.com/portal/en/community/topic/introducing-rollup-summary-in-zoho-crm-public-early-access-2023 It does not support custom modules tough and this post aims to track such feature
How to send binary data in invokeurl task?
Hello, I am using Adobe's Protect PDF API. Source: https://developer.adobe.com/document-services/docs/overview/pdf-services-api/ Everything works fine in Postman. But for some reason after encrypting the file, it is empty after password protecting the
Allow standard layout to be used/edited as a starting point for canvas
Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,
Conditional layouts - support for multi-select picklists
Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
Parsing Emails to save attachments
Hi there, is there a way to get all attachments on emails (Zoho Mail Add on) saved as 'Attachments' on Zoho automatically?
Best way to integrate tasks across CRM (Activities), Mail, Projects?
Hi there, We had been using Zoho Projects for a while in early 2016 when we implemented Zoho CRM and migrated to Zoho Mail from Google. We have been able to synchronize the Google calendars, drive and mail with Zoho apps without too much hassle, but the task management is a nightmare! I've looked around these forums and performed several internet searches, but the only solutions I've seen are Zapier workflows with ToDoist...but I'm not even sure that would solve the entire problem. Do any of you
Change Default Coutry in country field
Hi, Is it possible to set a default country in the country field ? It's very borring to set-it each time...
Is there a way to automatically move a task from a different tasklist to another tasklist when certain criterias are met?
Hi there, Im new to zoho projects and i was wondering if there was a way to automatically move a task from a tasklist to another tasklist based on criteria such as when the task status is updated to completed and have it move to the tasklist that is named
How do i display opportunity win rate on Widget and chart
Hi, For simplicity, given a table of opportunities, with status field of Active, Won and Lost, and Close Dates, how do I display our win rate for last 30 days in KPI widget show a chart of our last 30 days win rate, historically. Thanks
Totals on Pivot Table
Is there a way to change the way the subtotal calculates? In this example I have a formula to give me the average monthly attendance ....but I want the grand total of the month to be the sum of all the average attendances...any ideas? Thank you!@
Getting error for invalid session on zoho mail
Since yesterday I am getting following error when I am trying to log in on zoho mail your session is invalid. you will be logged out in 3 seconds!! Can someone please help me how to fix this? Thanks Manoj
How to add the time duration for scheldule call
Hi, When we are planning phone calls with leads or customers. Depending on the client, lead and the reason for the call the time planned is always different from 15 minutes to 2 hours. Currently, the system does not allow us to change or add a time duration
Zoho Zepto mail
I've already checked the domain and setup the user agent, as well as the SMTP user name and password, and the test email is working. So, please teach me how to import an email list and send emails.
Function Only Working Manually
Good evening everyone. I have a function that creates a PDF from a Creator form. When I execute it manually it works perfectly. But when I execute it from within a On success workflow it is not working. I'll post my code below. Any ideas? //Function void
Unable to pay bill from Prepaid Expense account
Our transport vendor requires us to use their prepaid system. We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed. These bills must obviously be settled by from our prepaid account. I am unable to record
Caso de Uso | ZKTeco ahorra cientos de horas al año con Zoho One
"Zoho no solo ha facilitado nuestro día a día, sino que se ha convertido en un aliado de negocio estratégico para ZKTeco." - Emilio García, CTO ZKTeco Europa ¡Hola, Español Zoho Community! Hoy nos gustaría mostraros cómo el gigante de la tecnología de
Set up multiple IMAP email addresses
Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain
How long until received item is visable as in stock when creating bundle?
We just moved to zoho, and we notice when an item is received from a PO, it is not yet available to be used in a bundle. Is there a time delay, or some other reason it will show in stock, but not show in stock in the bundle?
LinkedIn Followers not correct
It looks like Zoho Analytics only counts followers from the day it was connected to our LinkedIn-page. The Total Followers Count in Analytics only displays 549 followers, while in reality we have 1,036 followers. The information is correct in Zoho Social,
Add multiple users to a task
When I´m assigning a task it is almost always related to more than one person. Practical situation: When a client request some improvement the related department opens the task with the situation and people related to it as the client itself, the salesman
Stock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
SPAM
Email notificaitons from Zoho People are quarantined by Microsoft. DKIM is configured and shown as authenticated but it seems that emails are not signed.
Disabling Tasks module- Zoho Projects app update
Hello everyone! In the latest Android(v3.9.19) and iOS(v3.9.6) versions of the Zoho Projects mobile app, we have implemented enabling/ disabling the Task module as per your portal configuration on the Zoho Projects desktop site(projects.zoho.com). If
Free webinar alert! The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace.
Hello, community members! We're delighted to invite you to our first webinar of 2025, The Art of Virtual First Impressions: Professional Etiquette with Zoho Workplace, on January 23. The effective usage of Zoho Workplace isn't just about the tools—it’s
Convert Sales order to Delivery Challan
Dear Developer Team, In Zoho books we cannot convert sales order into delivery challan before making invoices. As a service business we have to get the delivery note signed then only we can make the invoice. In Some cases we don't receive a purchase order
WhatsApp in Zoho Social
Seems CRM team is not taking Whatsapp integration seriously. While Facebook already has 63 Whatsapp partners, some of which are very small, that have already completed API integration. Maybe the social team could take over this project from CRM and get
Zoho Analytics in 2024: A look back
Happy new year to everyone in the Zoho Analytics community! As we welcome 2025, here's a look back of important happenings in 2024.
Emmanuel Katto : Zoho Meetings Outlook Plugin Authentication Issue - Help Needed
Hi everyone, I'm Emmanuel Katto, We’ve been facing an issue with the Zoho Meetings Outlook plugin for the last couple of weeks. When we try to sign in via the plugin, it redirects to the authentication page, and after successfully authenticating, it shows
Search Function Not Working Properly
Search Function Not Working Properly
Allow reconciliation for bank acct with no transactions for month
Is there a way to allow a bank reconciliation to take place when there are no transactions for the month? I am unable to create a reconciliation for the month because there are no transactions to select. I want to be able to attach the bank statement
Nimble enhancements to WhatsApp for Business integration in Zoho CRM: Enjoy context and clarity in business messaging
Dear Customers, We hope you're well! WhatsApp for business is a renowned business messaging platform that takes your business closer to your customers; it gives your business the power of personalized outreach. Using the WhatsApp for Business integration
Global "Search" in FSM
I'm missing the global Search function like in CRM. This should save us a lot of time. We don't now upfront if the customer is a Contact or a Company. So now we have to guess in what module to start a search/filter. Also looking up an address, phone number,
Unable to send message; Reason: 554 5.1.8 Email Outgoing Blocked
My account is mino@flawless-frames.com, or flawlessframesstudio@gmail.com Could you please unblock my account, I've got restricted from sending more emails
Which are the IP addresses to use for 'split delivery' with Office 365? (Zoho mail inbound gateway)
Hi, I'm trying to set up 'split delivery' (email routing) with Office 365. I'm following the instructions to set up Office 365 as the primary server (https://www.zoho.com/mail/help/adminconsole/coexistence-with-office365.html) One of the prerequisites
Bulk Importing Personal/Shared contacts via csv or excel
Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assist
Can we have Bills of Material Module ?
Can we have Bills of Material Module ?
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