Migrating to Books half way through the year
Does anyone have experience of migrating to Books mid-financial year? What are the pitfalls? What should we be aware of? Is it better to wait until the end of the FY and do a clean start? Problem is, we're already using Zoho for Sales Invoices and Purchase
Sustainability
Hi, I've just done a quick search but can't find any results. Was hoping to find some sort of sustainability statement from zoho. corporate sustainability / social responsibility type thing. Just curious really. TIA - Lizzy
Moving from Zoho One to Mail Premium etc - keep data etc?
If I cancel Zoho One and move the Workplace Professional (and use the free version of vault and assist), can I keep all my data and accounts in mail, workdrive, sheets, writer etc? Thanks
Best Way To Send An 'Opportunity' Record As A .pdf Via Email?
Greetings From Atlanta, Georgia USA, We have created a new layout in Opportunities for a client so that after the record has hit 'Closed Won' - they use the new layout to track certain data for the installation of the order. They now would like a 'button'
CRM database Analytics and data prep
Hi I understand that the CRM databases for example are accessible / viewable from Analytics but not directly modifiable without import / export. Analytics gives data access to DataPrep which allows you to modify the databases. Is it then possible to update
Insert Into
Hi, Im currently running a function that creates a record, im using 'Insert into' to achieve this. I have a workflow attached to the record im creating that is triggered from succesful form submission. However this isnt running, is it because 'Insert
How many notes?
Is there a way to find the total number of notes I have in all of my notebooks together? I know I can go into each notebook and it tells me how many notes are in each notebook (I have a lot of notebooks) but I just exported from Evernote and don't know
Cannot change Meeting subscription settings
How can I manage my subscription? When I click the link to do so nothing shows up. I have tried Brave, Chrome and Firefox to no avail. https://meeting.mydomain.com/meeting/subscription is the link that doesn't work.
Zoho desk tasks in CRM Contacts
Hi there, Can I show not only Desk tickets but also Desk Tasks in Contacts in CRM (section "Desk") Now it is possible only to show tickets. Thanks in advance
Zoho Bigin Integration with Zoho Marketing Automation
Hi team, is it possible to integrate ZH marketing automation with ZH Bigin? I am in the process of setting up marketing automation and do not want to have leads from the marketing automation entering into zoho CRM, which we use to manage and maintain
Are the cookies -zldt and -zldp technically necessary or how do we block them before cookie consent is given?
Hello, we are in the process of making our website more privacy compliant and have implemented a new cookie banner. Our website has SalesIQ and Zoho CRM embedded into it. The following cookies are set before it comes to consent to the cookie statement.:
Can I migrate/import my TAGS from Insightly CRM to Zoho CRM?
I just recently Migrated over from Insightly, though none of my TAGS showed up. Is there a way to do this? If so, do I need to remove my last import and start over or can I just add the TAGS to each contact/lead right now? Thank you for your help :)
Add email or another account?
I am very new to this technology. I set up a Zoho business email for my site a while back I'm unclear how I was even successful. Now I have another site and it needs a business email. Is there a way to add it to the Zoho account or do I create a new one?
Search for multiple Order references on ZOHO INVENTORY / BOOKS
I need to do a mass update on different orders using the order reference ID Basically I need a way of searching for ORDER_REF1 OR ORDER_REF2 OR ... What is the right search syntax ?
Add auto updating carousel
Hi guys, I'm trying to add an auto updating carousel to my site. I want it to show an image and title text from the most recent articles posted on my site. Is this possible? Thanks!
Triggering a CRM function from Updating a CRM Contact
Hi, I am trying to call a CRM function when a tickbox is selected on the form for a CRM Contact. I have this working when you manually tick the checkbox, however i am wanting to do this through a button on a Zoho creator page. On the Creator page when
How to granting access to Zoho developers
If I'm hiring a Zoho partner to do work how do I grant them access? There is only 1 Zoho One account and I need them to do some work on the blueprint/workflows modules. In the past with Wordpress I was able ot create a user account and grant them their
Get Deal ID dynamically
How do you get an id dynamically in deals module using custom function?
Feedback Customization in ZOHO People
Hi Team, I like to customize feedback where feedback forms ( multiple questions) are available for our organization. Kindly guide, how we can setup the same in zoho people.
How can I create a retainer invoice automatically?
Hi Guys, We use Zoho one application and here is what I am trying to achieve. We have lead modules in Zoho CRM, and we use blueprint features. I am trying to add a button with the help of the blueprint feature and the button would be "Send retainer invoice".
Custom Funtion Download PDF
I used the openUrl function to download reports in pdf. But keep getting this error "Web Page Not Found - The Request URL is not configured to be used" openUrl("https://creatorapp.zohopublic.com/" + zoho.appuri + "/sampleapparell/devtac-quoting-application/record-print/Report_Quote/"
Delay the initial trigger of Zoho Flow
Hello. I have a problem. I created a workflow that calls a function that populates a new event (Meeting) with information from a Deal once the event is saved. I created a Flow that triggers when a new event (Meeting) is created in Zoho CRM. However, there
Will Zoho Lens be included in the Zoho One subscription?
Hello, Zoho Lens looks like an exciting product that I hope to be able to use for my business. Will this be incorporated into the Zoho One suite? Thanks, Bryan
Can't find Marketing Apps in Trial version of Zoho One?
Can't seem to find Campaigns App, Forms App, or MarketingHub app in our current trial version of Zoho One. What am I missing?
Advice for best practice
Looking for advice on how best to handle a common business activity for us and likely for many others as well. We are a distributor of capital machinery and we also sell spare parts to customers. The spare parts activity is the focus of this question.
Multi-branding | Help Center for each Department | Cannot Hide Field with the same Field Label
Good day Zoho team! I have an issue encountered for the Help Center. Our client requested to separate Help Center for two departments. Each Department have the same Field label Description and Category. We already enabled and configured the Multi-branding,
Convert a Draft into a Library template in zoho campaigns
Hi I was designing a template and accidentally i clicked "Save and Next" instead of just Save and close. Usually when I do this the template converts itself into a draft and it does not appears on my template library. How can I transform or convert or
Invoice details report problem
Hello, Since August we have a problem when running the invoice details report in Books. The tax amount and amount without tax are not reported as in the invoice, but in the report the total amount of the invoice is devided by two. In some cases where
Re-assign app owner
Our App owner left the firm and there is no apparent way to re-assign on the system. Please remove our owner and re-assign to me. Also: This is a horrible way to ask users to support a service ticket...
Getting error message when favoriting views
When I click the star to favorite a view, I get the following error message.
CRM Module for Managing Customer SaaS licenses
I thought that I read a while back Zoho was working on a module to manage and track software licenses and renewals.. Anyone know if this exists or if there is a way to do it? I wanted to try to use products/inventory but it wasn't really build for S
Build comprehensive customer portal with Creator or Sites?
Hello, We would like to build a comprehensive customer portal and provide the customer with the following listed functionalities collected on one website. The question we ask ourselves is which Zoho product can we use to map our needs? The customer should
Can i use zoho one with zoho workplace?
Hello, i like the dashboard of zoho workplace with mail, connect, calendar, cliq, workdrive. It is very clean and good overview of all sections. But i use zoho one and have not the clean dashboard with all apps. It is possible to use both, zoho workplace
Which Assist plan is included with Zoho One?
Hi, I've just signed up to Zoho One and see that Assist is listed as one of the apps. Which plan or what limitations are included for Zoho One subscribers? Currently when going to try it out its put me on a free trial with all features. Just trying to figure out limitations before using it. Many thanks Rgds Jon
Zoho Backstage and Píxel Facebook
Saludos Equipo de Backstage, ¡Están haciendo un trabajo fantástico! ¿Se puede incluir el píxel de Facebook en un aterrizaje realizado en Zoho Backstage? Normalmente, el píxel se incluye en un aterrizaje alojado directamente en mi sitio web, pero entiendo
How to move a lead to different custom module?
I get three types of leads, relevant, irrelevant and Job. I want to save the irrelevant leads in irrelevant archive and Job leads in Job archives. In the same way, I want to further save the "No Contact Made" leads in other archive, also I want to save
Field Update for User Fields
I have created two user fields. I would like to update these fields based on a third field. The user fields do not show in Actions | Field Updates. Any idea how to make these appear?
Auto populate address of an Account after selecting it in Lookup field?
For example, in the "Quotes" module, when you select an Account it auto-populates the Billing Address into the fields. I want to basically do this same thing but in another module, i.e. I have a lookup for the accounts module. Upon selecting the account, data is subsequently loaded into their appropriate fields. Bonus if I am able to manipulate the format of the data but that isn't important.
Lookup fields auto populate
Forms: List ->has single line Onload filled Requested id, Subform-> dropdown lookup i type ,i name and multi select lookup of suppliinfo Supplier info Sample -> has dropdown lookup suuplier info,Reidsingle line field. samplesubform subform
Email Trigger Signature
i was trying to add a signature to the email that gets sent with survey results after someone takes the survey. But the image does not show up. This is what I see: How can I insert my signature (it's a png image)? Is there a way? Thanks!
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