Auto Approve Project Timesheets after n days
We have a requirement on certain projects to Auto approve Timesheets after 5 days if they haven't been approved. What would be the best/simplest way to achieve this? A Blueprint or something else? Thanks
Conditional Layout - Add Buttons, Link, and Related List
Is it possible to control the visibility of link buttons and related lists with conditional layout rules? I'd like to make certain buttons, links, and related lists visible depending on field values and layout options. My users like the ease of use of the buttons, however, I am having issues with them activating the wrong button at the wrong time. If i could hide the button/link until it is ready to be used, I believe it can solve this issue.
go through a journey more than one time, possible?
Hello, I am thinking about tracking multiple link clicks. Is it possible to use Start: email options -> link click? e.g. A lead clicks on a link in an email -> journey starts -> sends a notification -> journey ends. Lead clicks second, third, fourth time
Can not deactivate mail from zoho one
I am trying to deactivate the user completely but as you can see in the screen shot its not throwing an error "error occurred!" but doesn't say why the error occurred. I have attached the screenshot. Can you please check
How can I integrate Zoho sites with any third party?
How can I integrate Zoho sites with any third party?
Assign CRM contacts to a task
Hello, I'd like to have the option to assign one or multiple contacts from CRM to a single task. This will be used to get a quick overview over all open tasks assigned to that contact for preparing calls or emails. In the past I had to use tagging for
Workflow updated
Hi! We have a contact view synced with a workflow (Version 1) that has 6 email messages programmed to be delivery in next few days. Today we updated our messages on the workflow and the system created a Version 2 of that workflow. I have a few questions
Free Zoho education for all!
Hey all! I’m Peter, Founder of The Workflow Academy. Besides Zoho itself, we’re the #1 worldwide provider of Zoho education. We’ve been consulting and developing in Zoho for almost 5 years — almost immediately, I recognized that there wasn’t much of an
Input Box in custom module like that for stages in deals
I am trying to setup a custom module with a dropdown list that when clicked on a certain option and saved a input box pops up with a input field where i can give a reason why this option was chosen like that in the deals module when a new stage is chosen
Geo-restriction fro logins?
Hi, I need create some sort of geo-restriction to prevent logins to the Zoho Apps from specific countries. Is there a way to configure this?
Merging Tickets - One Department
What if a business only has one department? How can you merge tickets? There has to be a way to do this.
From Flexible to All employees licences
Hi, How to manage Zoho One sub if a customer starts with Flexible licence and then choose to switch to all employees licences ? Thanks !
How can I get payable days from attendance form using deluge what is the label name of form and field?
response = zoho.people.getRecords(form name); what is the query?
How to delete user and transfer data to another user
Hi all. As an admin, how to delete an user and transfer the data they have stored in the app to another user? Basically the user whom I want to delete had access to only one app, Zoho CRM. So the user had stored certain data inside her account in the
blueprint only for specific users
Hey Zoho Developer, After creating Blueprint, I learned it only works for one department, and I only want this department to use it. How can I select particular people or groups to get access to this blueprint?
How to add your cookie widget to our site?
Hi. In all your Zoho pages (https://www.zoho.com/commerce/ included) you have a nice widget for cookies. We need that kind of widget in Europe, so that visitors can consent or block cookies depending on their functionality. Is it possible to use that
Email Notifications BCC
Does anyone know how you can add an Additional Recipient to BCC on Email notification as it seems that this has only been added as an option to the CC even when the text of BCC clearly states Additional Recipents! It seems these feature has been missed
Automatically change from Open to Production
Hello Zoho team, I have a question to make an automatic function. When I create an opportunity it will be in the "Open" stage. When I create a sales order it want it to automatically be put on "Production" Stage. is this possible?
Related companies
Most of my customers own many other businesses that are all separate business entities. When I am meeting with the business owner I am talking about all of his companies but I do not want to have 20 different leads for the same person. How can I enter
Customer Referrals
Hi We are trying to create a process where our existing contacts and customers can refer us to friends/people to generate new leads/contacts. We are looking to get basic new lead data such as name, phone and email which we can then follow up. We are a
Sales Report
Is it possible to get a report of all the invoices raised during a 24 hr period with the customer names and inventory details(name, qty, price). I think this is a very basic report and have tried configuring it without success
A product based customer onboarding automated process
Hello, We have a project to create an automated customer onboarding segmented by product. As we close the deal, if that deal is related to a specific product, the customer receive a series of e-mails. Can it be done? How it can be done? Can I program
Zoho-Ausfall in EU-Rechenzentrum?
Wir können zeitweise nicht auf die Zoho-Apps zugreifen. Was ist da los?
Salary Hike in Performance Appraisal
Hi, I have Salary Hike disabled in my performance appraisals, but I notice when the reviewer is accessing the Review, the first section has the salary hike section. How do I remove the salary hike from the appraisal cycle? At the moment we are not setup
Zoho support requests
Am fairly new to Zoho, had one issue for a month now which is stopping us from using our system, just seem to keep getting past from department to department, is there any group in Zoho that will own an issue and just get it resolved or its it the norm
Merge field availability in Template Name & Document Name fields
It would be wonderful to have the ability to add specific fields to the "Template Name"/"Document Name" area so that when we use a template (alot) we can pull in certain details (i.e. the name of the first recipient, due date, etc). This is especially
If delete record in MA, what happens to it in CRM?
If I delete a lead in Marketing Automation is it also deleted in CRM? I have done a couple of tests and it is NOT deleted in CRM, but I have found that things behave differently sometimes depending on how the lead as added to CRM or Marketing Automation.
Canvas View for Zoho Recruit
any plans to implement a canvas view for zoho recruit, like zoho crm?
Completely Start Over
Is there anyway to wipe all my data so I can start over?
Performance Module Review Questions
Hi, I am trying to change the order of the review questions so that they show on the appraisal in a specific order. It doesn't seem to matter how I enter them in Performance/Settings/Review Questions, they show upside down in order on the appraisal. How
What apps to use?
With there being over 40 apps available to use, it's confusing on which ones to use. Some do the same things, some are two apps combined, etc. So any advice would help. Here's my business usage: I have a retail b&m store with an eCommerce site. I
Need the ability to have client users use My Area for multiple Zoho products in one place - Zoho One for my customers
Problem: My Area is really useful in helping expose legacy support issues to customers and can assist with staff churn at our customer's organization to more easily get new users up to speed. However, My Area does not include a 360 "One" portal view for
Taxes in Checkout process
During the checkout process the prices of each item is shown without tax, and there is a "Tax" row before the "Total". Is it possible to show all the prices with tax included instead of breaking it down? Thanks
ics files with reminders for customers
We'd like to request a way for .ics files that are sent to the customer to include reminders. For example, when an .ics file is imported into a user's calendar, it will by default (or have a configurable) a reminder to alert the user within their mail/calendar
PayU integration not available under Zoho Commerce payment gateways
Good day, I would like to integrate PayU as a payment gateway on my Zoho Commerce online store. This article shows how to add it > https://help.zoho.com/portal/en/kb/commerce/user-guide/payment-gateways/articles/payu However, I do not have the option
Total in shopping cart
The total amount is not shown in the shopping cart. If I have more than one item in my shopping cart, only the subtotals (price x quantity) of each item are shown. Is it possible to show the total amount of the shopping cart before starting the checkout
Knowledge Base Document Storage in Zoho One ?
Question for experienced Zoho One users. We have technical information associated with individual products, we need to make available across the organization. The information is in the form of drawings, data sheets, FAQs, articles we have written, etc...
Lead Conversion Mapping - Matching Field Length Error
I'm trying to map new fields in Leads to Potentials and Contacts. I'm getting an error message that says, "Parent field No of Employees of length 9 should be less than or equal to Potential's field No. Employees of length 5." When I go into Potentials
Require field when record cloned
Is it possible to require a field when a record is cloned? I know I can create a Workflow Rule based upon record creation; however, that would catch all newly created records and I just need to require this when a record is cloned. Does the system differentiate
add subscription plans to zoho forms
Hi, I have a form where customers signup for a service. Through the signup flow I want them to subscribe for a plan which I mange in Zoho Subscriptions. Zoho subscriptions allow me to create a widget to be embedded elsewhere (a website), but the question
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