Recent Topics
Best way to automate quotes in CRM
I am trying to take specific information from prospects/clients through Zoho Forms (contact info, square footage, surface area, etc.) and auto generate quotes based on the information submitted. Ideally, the quote would be sent immediately after the form is submitted. I know Zoho has a few different ways to achieve this and wanted to know if there was a 'best practice' for automating the quotation function within CRM. Or if there was another app that can perform this functionality better (Zoho Commerce,
ZohoOne suite
Hi, i am trying to set service for managed service offerings, I was wondering if there was a way to manage that? I would be the service manager and have a company I would be managing as well. any help would be much appreciated. I have seen that different
Share passwords/secrets and folders/chambers with external users
Currently you allow sharing passwords with internal users, internal user groups, and third parties. The third party feature gives temporary access of 30 minutes and it does not have any sign up. What we really need is to properly share secrets/passwords (and ideally folders/chambers) with Zoho Vault users that are not part of our organisation - even if they are on the free plan. If they accept the share, the password would be stored in their Zoho Vault as long as I maintain the share. If I revoke
View Kanban tasks in "Status" layout for all projects
Hi I'm testing Zoho Projects Express to see if it is suitable for my business. So far it looks great and seems to do everything we want (except critical path on the Gantt charts), but one thing I can't seem to figure out is this: If I go into a project, and choose "Kanban", I can select the "Status" layout which is great. I can see the status of all of the tasks in that project, and who is working on what. However, if I go to: Home > My Tasks > Kanban, then the "Status" layout isn't an option - only
Subform dynamic fields on Edit, Load of Main form.
Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. What
Save Draft in email bigin for desktop and mobile
Hi any news to when we going to have the save draft for email in bigin desktop and mobile?
Zoho Desk and Zoho Inventory
I am hoping I am not the only one with this need but has anyone else notice the lack of integration between Zoho Desk and Zoho Inventory and eventual funneling into an Invoice in Zoho Books? As an IT service provider we very often will sell parts (items) along with services for installing said item(s). I have discovered that although you can integrate your Inventory Items into Desk as a "Product", it serves no real functionality. In fact, I found the concept confusing compared to how many Service
Including Field in email body based on answer
I am making a form as a checklist of our mechanics. I have it setup with choice matrix. The choices are "Bad" and "Good". I would like to have only the "Bad" show up in the email body. I am not against changing how it is setup, thank you.
Remove attachment from ticket
Hello, When we receive e-mails from our customers, lots of those e-mails contain attachments with sensitive information, which we need to delete from the ticket after using it. It is forbidden for our company to store these attachments, due to security reasons. Is there a possibility to delete an attachment from a ticket in any way? It is necessary for us that this possibility is available. Thanks in advance, Yorick
Fetch function not working for CRM Contacts
I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but
Zoho Bigin | Adding users to a deal in bigin
Hi, One of our ongoing POCs required adding users to a deal in Bigin. I found that we cannot add individuals using custom fields when we have an Express license. Is there any way to do it?
CREATE REPORT USING TWO FORMS
ONE FORM CONTAINS LIST OF ALL CLIENTS WHOSE RETURN IS FILED AND OTHER FORM CONTAINS LIST OF RETURNS FILED YEARWISE. NOW I REQUIRED A REPORT OF ALL CLIENTS WHOSE RETURN ARE PENDING FOR A PARTICULAR YEAR
Make other sub fields mandatory, if first subfield is not empty
I am not finding an option in the rules to make other sub fields mandatory if the first sub field is not empty. I am using the name field to collect parts info, with sub fields of Part Name, Part Number, and Quantity. But I don't want these mandatory
Poor Search Results on Zoho CRM
The search on Zoho CRM is quite poor. Salesforce has now published a new search, when will get this on Zoho? https://help.salesforce.com/s/articleView?id=data.c360_a_hybridsearch_index.htm&type=5
Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
Associating Multiple Work Orders with a Single Invoice in Zoho FSM
Hello Everyone, Is it possible to associate multiple Work Orders with a single Invoice in Zoho FSM? Best Regards, Subhash Kumar
Client Script Quality of Life Improvements #1
Since I'm doing quite a bit of client scripting, I wanted to advise the Zoho Dev teams about some items I have found in client script that could be improved upon. A lot of these are minor, but I feel are important none-the-less. Show Error on Subform
[Webinar] Evolving BI & Analytics in the Age of AI
Artificial intelligence is redefining how data is collected, analyzed, and leveraged across industries. As businesses strive to become more agile and insight-driven, traditional BI and analytics must transform to meet new demands. AI-first organizations
請求書に添付されているファイルをAPI経由で取得する際の問題について
Books APIリファレンス 現在、Books APIを利用して請求書内の添付ファイルを取得するメソッドを構築しています。以下のコードを参考にしているのですが、添付ファイルが複数アップロードされている場合、responseにおいて2つ目のファイルの情報しか取得できない現象が発生しています。 headers_data = Map(); headers_data.put("Authorization", "Zoho-oauthtoken 1000.41d9xxxxxxxxxxxxxxxxxxxxxxxxc2d1.8fccxxxxxxxxxxxxxxxxxxxxxxxx125f");
Zoho CRM and Books Integration
Evening, I have started the integration with FSM from CRM and having difficulties with the mapping. In CRM we use "Unit Price" as our cost price and mark this up on a subform to create a "Sell Price" this markup can be different on each quote depending
Leadchain into a custom module
Hello ZOHO Community ! is it possible to put the leads collected by leadchain into a custom module instaed of leads module ? Best wishes Niels
Zoho Flow to Azure Devops
hi, i'm getting this when trying reauthorize the connection from Zoho Flow to Devops but when i look in Devops there is no service connection related to Zoho So i do not know where i have to renew the mentioned client secret..
533 Relaying disallowed
When I try to send an email from my Zoho account, it gives me that error 533: relaying disallowed. What should I do? Please help.
Formula Module how to convert to percentage
Hello There, I have create a formula field and i want the outcome to be in percentage how do i do that This is my formula ${Deals.Forecast Revenue Per Year}/${Deals.Annual Processing Volume} I have try ${Deals.Forecast Revenue Per Year}/${Deals.Annual
Sandbox - Your Secure Testing Space in Zoho Projects
Managing projects often involves fine-tuning processes, setting up new automations, or making configuration changes. Making changes directly in a live environment can disrupt production as it does not leave room for trial and error. Sandbox in Zoho Projects
Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,
Zoho CRM Functions 53: Automatically name your Deals during lead conversion.
Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
Third party apps for my mail
Hello im new here and i have a very important issue. A third party company uses one of my emails to send invoices to our customers. My problem is that cannot connect to zoho mail server. my imap settings are corrent imappro.zoho.eu 993 smtppto.zoho.eu
553 relaying disallowed invalid domain
Hi, I have read the previous article but i am still facing issue , I have added all these in my domain manager under dns settings. type : cname host: zb14521202 value / points to : validate.zoho.com Can you please tell me why i am still facing same issue
Announcing new features in Trident for macOS (v.1.18.0)
Hello everyone! Trident for macOS is here with interesting features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Retract sent emails. Whether you've missed adding an important attachment or
How do I add more space to a note in ‘draw’?
I’m taking handwritten notes using the draw note, but I don’t seem to be able to scroll down to get more room on the page. How do I make more room to take notes?
Este domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso? Atenciosamente, Anderson Souza.
Gantt Chart - Zoho Analytics
Are there any plans to add Gantt Charts capabilities to Zoho Analytics?
Canvas View Change History
We are trying to setup Canvas Views and it is really not a pleasant experience. It bugs a lot, some pages are just not accessible anymore and it shows that a view is just not editable because it shows a blank page, although when we open an actual record,
Office 365 is marking us as "bulk"
All of a sudden (like a couple of days ago) all of our customers who are on Office 365 are getting our mails in their junk email. This is not the case with Gmail or other random mail servers, nor between us. We got a 10/10 score on mail-tester.com. Also,
Leadchain BUG
Hello i have a problem with Facebook Leadchain. All of the information is populated correctly in the CRM, except the campaign. I want to add new leads to an existing campaign, but the lead is not added to the campaign even tough i have selected the campaign
What is the use of the stage environment ?
Salut, I am woundering what is the use of the stage environment. Usually, I do all the testing in developpement, and then go straight to production. The only thing I cannot test in developpement, is the result for portal users. Could the stage environment
Workflow Automation Instant Action
Hello All I need help to resolve this. I have created a few workflow 1. When Deal Stage is Submitted to Onboarding, it will create a record in my Onboarding Module 2. When Deal Stage is Live, It will copy $Deal.GOliveDate to $Onboarding.GoLiveDate For
Live webinar: Transitioning from MS PowerPoint to Zoho Show
What’s the first word that comes to mind when you think of presentations? For many, it’s PowerPoint. This has been the default for so many years that “PPT” has become a stand-in for “presentation.” But presentation needs are changing. And if you’re looking
Short Custom Order
Hi Everyone, I have question, i create some report use custom short order like below. But this is just show in development mode.... when i publish to production, it is not showing. And this is just showing in full admin mode. Can setting to show roles
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