Recent Topics
Open tracking Feature Request
I would like to be notified + a have visible mark when the email has been opened by the recipient. Time stamp each time the recipient opens the email.
New Module in Portals wont Edit
I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?
Noteboards on Mobile (Android)
Are there plans to add the ability to see Noteboards on the mobile app? I am on Android. Thank you
Is it possible to trigger an action to automatically create a Deal when an email sent to a contact is opened?
Long story short we use Deals module to handle leads as well so that's why I'm not asking to use leads module. I've been asked to find a way to automatically have a deal created when an email that's part of an email campaign is opened. So, when the email
Custom module - change from autonumber to name
I fear I know the answer to this already, but thought I'd ask the question. I created a custom module and instead of having a name as being the primary field, I changed it to an auto-number. I didn't realise that all searches would only show this reference.
Download fails
We are unable to download data. When we try, we get the message "Download failed." We have two Bases. Downloads are working in one but not the other. The Base with the problem is 'Projects'. We're trying to download Time Records from the Month view. Note:
SA data center for ZOHO
I think there is an issue in zoho.sa , a lot of apps are not working well
Enhancing Data Accuracy: Bot Filtering & Apple Mail Privacy Protection Compliance
Dear Marketers, The wait is over! We’re thrilled to share that the enhanced bot filtering feature is now live in Zoho Marketing Automation. Thank you for your patience as we refined this tool to deliver deeper insights into your campaign performance.
Itemising receipts from online sales
I operate a very small not-for-profit that sells a small number of things (mainly backing tracks) online. They are sold via PayPal and I use the PayPal activity report to feed my account software. I am looking for an alternative to Reckon One, and assessing
Introducing Bot Filtering for Accurate Email Campaign Analytics
Dear Marketers, We're excited to announce a new feature designed to enhance the accuracy of your email campaign analytics: bot filtering. This feature helps you filter out bot-generated opens and clicks, ensuring your campaign reports reflect genuine
Error when trying to categorize bank transactions
I am trying to categorize my bank transactions. It was going fine, I categorized 50 or so transaction and suddenly I started getting an error that reads: "Transactions cannot be matched as the account you are trying to match it to, is different.". I select
importing invoices from woocommerce to Zoho Books
Hi, I am using Zoho Books as part of Zoho One and am struggling enormously. I have been trying for months to migrate/add all my WooCommerce invoices to Zoho Books without success. I tried the CRMPerks plugin, but it never worked, and the customer service
CERTIFICADO DIGITAL - BRASIL
Olá, Temos o ZOHO ONE e no Sign vemos de forma simples a assinatura digital, temos nos BRASIL certificado digital, de no CERTISIGN homologado pelo GOVERNO do BRASIL, há possibilidade de gerar a assinatura diante deste certificado?
Embed Props data value not available in the Search across team folder API call response data
Issue I used the "Search across team folder" API to get a specific folder's data in a team folder even though the folder is shared. However, the response data from the search call does not contain "embed props" value for the folder whereas when I used
Write off bad debt
Anyone know how to write-off bad debt in Zoho Books? I keep reading that there's a write-off option, but I don't see that option. Is there any other way to do this?
High cpu load on client side by process sessionaudit.exe
Hi, as stated above. This happens every time with different clients. Now, the first thing I have to do after making the connection is to go to taskmanager on client computer and kill the process 'sessionaudit.exe' If I don't their cpu is very high and
How to merge data from Zoho CRM to Zoho Sheet
Hello! A few months ago, I made a Zoho sheet with the ability to bring in data from Zoho CRM. It worked by adding the email of a Contact to the sheet, and then it would fill in the rest of the information in the row with information that was stored in
Radar In Focus: Using Siri For Customer Support
Hello dear users, Welcome to the 6th installment of the Radar In Focus series. In today's issue, we'll explore a Radar IOS exclusive that is a must-have to provide support on-the-go. Just say the magic word 🪄 Computers make our lives easier by automating
Solution for setting up header and footer in a template
Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;} body {margin: 0;} div # printhead { display: block; position:
disable auto-save
While testing a new sheet I often want to quit without saving if a new idea does not work out, but with autosave, I keep getting stuck with mods I don't want. Can I disable autosave?
Creating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templates
Mapping custom fields from one module to another
I have a custom field, "Subscription Period" that appears as a required field in every Opportunity (Potential). I want that field to appear on any Quotes derived from that Opportunity (and have created a custom field of the same name in Quotes for that
Python Code: Calling "Deals" API results in 404 Error.
Good evening, I wrote a small python code to scrape the data from a selected record and then copy the information I need into another website. We have renamed the "Deals" module to "Opportunities", however the API name remains as "Deals" which is fine.
Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities
Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based
Client Script | Update - Introducing Subform Events and Actions
Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
Related Record Bug
Hi, Report a bug. Related record amount currency will display default currency (AUD) not the actual one (CNY). While if we click into the record and back, the currency will change to CNY (Correct). Then If we refresh browser, currency still show AUD
CASE Module - email function
HI there, I dont know if this has been asked or answered before as i couldnt find it on the forums. Issue: when a new case is raised, it goes under case tab and everything is captured. Then how do i send emails to the client who raised case with the details
Function #34: Automatically add a free item to the invoice based on the purchase amount
Hello, everyone! Welcome back to our series. It's the holiday season, marking a time when businesses witness increased demand for products and services, leading to a significant boost in sales. This also presents an opportunity for businesses to engage
Disabling OneAuth
Hi. I want my users to only use the option OTP-Authenticator. However, I am not able to disable the option OneAuth. How can I do this?
Show my cost or profit while creating estimate
Hi, While creating estimate it becomes very important to know exact profit or purchased price of the products at one side just for our reference so we can decide whether we can offer better disc or not .
Waterfall Chart
Hello, I would like to create a waterfall chart on Zoho analytics which shows the movement in changes of budget throughout a few months, on a weekly basis. Should look something like the picture below. Does anyone know how to?
Add tasklist from a template to Zoho Project using Deluge
I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.
Preview an upload PDF or File
I have a form where the customer has to upload a file (normally PDF - never jpeg) When in report view I want to be able to preview the uploaded file without having to download it. If I click on the upload it downloads to my computer, I want to be able
Cross-Posting to a Telegram Channel
We don't have a native way to cross-post to Telegram channels. Did anyone find a way around it? I checked Zoho Flow - but Telegram isn't there. Maybe some 3rd party integrations connecting Facebook, IG, etc., bypassing SalesIQ altogether?
SalesIQ Chatbots are now available for Telegram!
Hi everyone! We are expanding our Chatbot's support on IM Channels. Happy to launch SalesIQ's chatbot support on the Telegram channel. Our chatbots are already supported on Facebook, whatsapp, instagram and now Telegram joins the party! This means that
Zoho Projects Android app update - Access subtasks on the task listing screen
Hello everyone! In the latest Android version(v3.9.22) of the Zoho Projects app, we have brought in support to display the subtasks on the List view of tasks, within the Projects and Home module as well. Please update the app to the latest version directly
Exit Sub
Hi Everyone, I have some script that evaluates multiple conditions, using some nested if statements. If any of the conditions evaluates to true, there is no reason to continue the running through the other conditions. Is there an Exit Sub command in Deluge? Thanks, Leo
How to Retrieve Serial Numbers of Items in Zoho Inventory via API?
Hello, I am currently working with the Zoho Inventory API and need to retrieve the serial numbers associated with specific items in our inventory. After reviewing the documentation, I couldn’t find an endpoint dedicated to fetching serial numbers for
Why can't I see the delivered Zoho Campaign automation email on Zoho CRM lead record?
I recently did update the field mapping on our Leads sync services between Zoho CRM and Zoho Campaigns. The end goal is to create tailored email drip campaigns with the use of segments and automation. I understand you can build cadences, email templates,
Zoho one CRM - linking xero
Hi Guys, new to Zoho but not having luck with premium support so thought I'd reach out here - I cant find the xero app on marketplace and needing some guidance how to link xero to our zoho one CRM. Also we have 3 users, one of which emails arnt linking
Next Page