Insert Signature into other Form/Report
Hi All, I'm currently looking for a way to have Form A containing a Signature Field and automatically making entries into Form B (or rather Report B) using the Signature made by the user in Form A. Upon attempting this via insert record, I'm informed
Make Vaccination Status Alert Dismissable
I understand alerting admins to the new functionality. However, not every company will be enabling that feature, so let us dismiss the notice. edited to add: Crud, I meant to post this in the Zoho People forum.
Adding SubForm Entry Count to Merge Document
Hi! I have a form with a subform that I am using to populate a merge template. I am waiting to populate a field for the total number of subform entries for the main record. I have looked at formulas, but can't figure out how to accomplish this. Than
Sync Failed
We have had the last few syncs fail for one of our scheduled imports. We ran an internal query on our server and it returned 900,000+ records in under 16 seconds, so we do not THINK that the issue is on our end. We also have not made any changes to the
Recording an expense - Price lists and automation
Hi I have been trying to automate Zoho for a while now, I am trying again to see if I can come up with a way to have price lists while I create an expense, which I do not think does exist. I can create an Item with automatic pricing from the invoice itself,
Display User Name Instead of ID
I would like to include a field in my analytics tables to include the name associated with the ID. For instance, in activity table we need to include the user name associated with the user ID instead of the ID. Can someone advise how to accomplish this? It's easy for the activity owner, but not the "Modified By" field. I've confirmed that the two tables are indeed linked.
Always redirect automatically to the redirect page if you have already completed the form
Hello, I wanted to know if it was possible, with a form made in Zoho Form, to make sure that if a person has already filled out a form, they are always redirected to the redirect page without going through the form again. Thank you !
Unable to access Zoho developer console
Hi , I am unable to open developer console. I have signed up and created account but unable to get into console page will you please help me
Storing and accessing customer installation details and related docs from multiple Zoho apps
We install solar photovoltaic, battery and generator systems for our customers and have one or more jobs (CRM Deals) and Job Sites (CRM Custom module) for each customer. During the commissioning stage, we have configuration details from each job / job
Deals & multiple products custom
Hello, I want to customize the deal part in zoho crm. In my business, a deal can be composed of several products. For information, they are manufactured products, whose costs vary each time. Therefore, I have created each product in the product module,
OTP Authenticator managing accounts
Please do something to allow group, sort, search in OTP Authenticator! I have now 30 positions it's hard to do fast search.
Commerce and Sites in Zoho One
Hi, I have 1 Z1 license. With that can i make 1 Zoho Commerce Store and 1 Zoho Sites published website or do i get to publish only one of them? Thanks, M
Got an invite to a portal Via e-mail only lets me create an account no access to the portal??
Got an email invite to join a portal asks me to create an account so I did now the invite link to the portal just brings me to my account. no portal access no direction how to access that portal just a side bar with like 25 applications. most confusing
Zoho Accounts
https://help.zoho.com/portal/en/community/topic/cant-import-accounts-and-vendor-name-not-appearing-in-contacts I can see from this earlier thread that you were told that it is not possible to import contacts into Zoho CRM with the Accounts field mapped.
I would like to use zoho phonebridge APIs
I would like to enable to phonebridge at my zoho account. I am a developer working in integrate thirdparty PBX solution with zoho one, and I would like to use phonebridge for incoming calls notification and click2call. Our PBX is not at the list of providers.
Applying Default Priority & SLA to Desk Tickets
Hi team, we've opted to use a Priority Based SLA for our ticket desk. I understand that we cant apply a default Priority value on ticket creation for, say, Medium Priority and for Zoho Desk to calculate a standard Response and Resolution time based on
Need information to understand why api calls sometimes failed
Hi Support, From CRM workflow Rules I trigger a deluge function. Sometimes this function succeeds and sometimes it fails with the same params. I need your help to understand what failed, I only received poor information like : - Error at line : 566,
How to switch back to regular email after trying salesinbox
I tried using Salesinbox but after realizing I could only use one IMAP I could see it was not going to work out. My best bet if I want to use Zoho is to stick with using the regular email client so I deactivated IMAP and then found that email.zoho.com
Sync issues between Zoho Books and CRM
I'm trying to do async between "accounts & their contact and stand alone contact (in Zoho CRM)" and "contacts & contact persons (in Zoho Books)". It's listed in the integrations --> Zoho Apps --> Zoho CRM. It's saying this integration is active, and the
As a red mark
I have a form to assign an appointment, what I need and how I can do it, in case if I am going to assign an appointment at 7 am and it is 9 am the red dots are marked in the schedule box, the only thing I could do is to mark me red if I had already assigned
Adding notes and attachments with deluge
Hello i want to know how to fetch and insert notes and attachment into Candidates from zoho recruit?
Project proposals
HI We are a bit new to the platform and would like to automate our proposal creation process. The idea we want our sales rep to go from the crm from a lead to be able to create a proposal for a client based on products and services. Ideally we would like
Zoho Books - posting a journal entry to a previous period for accounts that have VAT element
Hello, I am trying to post a correcting journal entry, to record expenses for previous periods for which we have filed our VAT return. The system is not letting me do it, because the account has a VAT element in it. thanks
Liste associé dans module
Bonjour à tous, J'essaie d'asoccié un module que j'ai créé dans le module affaire, mais je ne vois pas comment faire. Comme on peut voir dans ma capture, je peux créer des widgets et des fonctions, mais ça ne me semble pas être cette méthode. Ce qui
Problème pour ajouter une phases de pipe
Bonjour, Comme vous pouvez voir dans ma vidéo, j'essaie d'ajouter une phase sur mon pipe et cela ne marche pas. https://www.loom.com/share/7c2f3e162d804244b6ae372b2a64ae7e Savez-vous d'où vient le problème ? Merci pour votre aide
Is custom sorting still not available on windows?
came across a thread from 2 years ago asking for custom sorting on windows. im dissapointed two years later im still not able to custom sort my notes on my pc. i can do it on my phone and tablet but not the PC. Is this still considered for future updates
Search Function Isn't Working
The search function on contacts or anything else within Zoho CRM has never worked and I've always had to scroll down to manually find the desired record. Now our database is to large to manually search and we need the search function to work as it should.
Massive Security Breach
I want to know why I am forced to give contractors full Administrator access and rights to be able to use extensions such as maps or phone or sms in ZohoOne? I don't want subcontractors being able to export our data and customers in one go. This is such
Updating fields on other forms
I have very little experience with Zoho and I am struggling to understand how to make forms talk to each other. I have Form 1 (Legal_Waiver) that I want to use to update a field (Waiver_Verification) to say "Completed" on either Form 2A (Student_Program_Registration)
¿Cómo puedo agregar una página que no se vea?
Buenas Tardes Zoho Team Estuve dando vueltas por las configuraciones en Zoho Commerce pero no tuve suerte. Necesito crear una pagina dentro de mi tienda en zoho pero que no aparezca en el menú de arriba (menú principal) que se abra solo al hacer click
export entries to excel in arabic
Hello, we are recruitment agents, after exporting arabic entries the letters are just a symbols, zoho must add utf-8 to languages . need solution. thank you.
Copy Account Address to/from Contact Address
I see old posts on this topic but hopefully this functionality has changed in past 5 years. Is it possible to easily copy an Account address from/to a Contact address. Other CRMs I have used employ a check box to indicate Contact address is same as Account
Zoho Desk "Suggested Articles" versus Zoho Learn Manuals/Articles
Looking to see if we create Manuals and Articles inside of Zoho Learn, are those the same articles transferred to the Zoho desk "suggested articles"? If not, what's the difference between both and what is recommended for a knowledge base. We will have
Booking system for monthly restaurant reviews
Hi all Looking for some help please to create a system whereby users can access a list of available restaurants to review each month. Once the restaurant is selected, the user "books" their place to review the restaurant that month. I have a Form prepared
Improvment require in zoho booking reporting section
I want to know why the reporting section of zoho booking is very simple and it does not provide a detailed and customize report. Like in microsoft booking we can filter down and export a report by booking service , type and date ans it has lots of other
How do i recall invoice sent on Zoho
I have sent an invoice to client but made mistake and need to recall. How do i do that?
How do I assign different phone numbers from Twilio to a single user?
I have clients from several different states and I always call from a local number to increase answer rate. For example: if I have a client in Illinois I will call from a phone number with area code are 773, then if I have a client in Florida I will call
Connect LinkedIn Event invitations to ZoHo BackStage
Hello, Is there a way to automate when people accept a LinkedIn business page event invitation into ZoHo?
Option to view all emails in Account/Deal, rather than being only viewable on a per contact basis - IMAP Integration
Hi, We have recently migrated from Salesforce to ZohoCRM and have enabled the IMAP integration but have come across a major flaw with this, it won't let you view all emails! This is causing serious issues with our Account Managers as they should be able
Shopify data with customer service team
I looked at Zoho One prior to covid and now I am ready to start implementing it into my business. My trial expired over a year ago and I can not remember much about what I had learned. want to know how my customer service team can all access the same
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