Recent Topics
Custom Buttons
Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.
Workflow Rule to Change Ticket Subject on Creation
Hi team, I’m experimenting with Workflows in the Enterprise version but need assistance. How can I configure a Workflow to automatically remove prefixes like 'RE:', 'FW:', or '{EXTERNAL}' from the subject line of emails?
Dynamic File Names for Mail Merge Templates through Send with Zoho Sign
Hello, Is it possible to autopopulate the fille name when creating a mailmerge template through the send with Zoho sign button? Currently it just defaults to the name of the mail merge template, but it would be great to able to auto-populate this based
Zoho One Backup of entire account
Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,
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Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
SMTP Prestashop connection failed
Hello, I have configured my email correctly. But I have a problem configuring the email with my Prestashop store smtp server - smtp.zoho.com smtp user - your email address configured in Zoho smtp password - password of the corresponding Zoho account port
535 Authentication Failed received from smtppro.zoho.com with PrestaShop
I am using shared hosting via namecheap.com and am hosting a PrestaShop installation. I'm trying to set up zoho smtp in the email config. I am entering the correct email and app specific password but am getting the error (when sending a test email): Error:
Project Templates & Blueprint Templates
I am trying to have a blueprint activated, when a new project (based on a template) is created. So the blueprint restricts the whole new project created. I have done several tests and the blueprint does not get applied to the created project from a template. The criteria to execute the transition is "created by", and i have added all exisiting roles. It appears to be half working, becuase if i add a new task, the blueprint is activated in that task, but the prepolutated ones (from the template)
Sharing an entire Zoho Learn space externally
Dear Zoho Community, I am enquiring about the possibility of externally sharing an entire space via a weblink. Our objective is to utilise one of our spaces as a client-facing knowledge repository. We would like to offer clients access to this space through
Zoho Manufacturing
Hi there, I have met many zoho users and they are asking for zoho manufacturing solution . Zoho answers that it is under development for long time now
I'm not able to sync my leads from Zoho CRM to Zoho Marketing Automation
Hello!! We are trying to run a trial marketing automation within our internal team while trying to integrate leads from Zoho CRM. But as we tried to sync leads from the Zoho CRM to Zoho Marketing Automation an error pops up displaying "Organization is
Roles Module?
In other systems I build in there are sometimes strict one contact record per human and one company record per company with an interlinking file called roles. This allows for one contact to have multiple roles at the same time with different companies
How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION
HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT
Zoho Voice & Zoho CRM
I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought
Error Uploading an Already Active Contract
I'm trying to upload a contract that is already active (and has been signed in Adobe Sign as a PDF). I am receiving an error when I am on the Upload Screen, trying to upload the version of the "Signed" contract; the file will not upload and I'm told that
How to add footer in the custom widget
I am creating my custom widget for ASAP integration in Moodle as i only need knowledge base and submit a ticket there in the moodle, There was some translation issue in default module widget now i found the way to create separate widget and show in the
Request for Custom Script Support in Help Center
We would like to request the addition of custom script support in the Help Center, similar to the functionality provided by Zendesk. This feature would allow administrators to customize their Help Center with scripts for enhanced functionality, such as
Problems and errors importing employees (People v5)
We are setting up Zoho People for the first time and want to get employee data into the system as fast as possible. We have tried three different ways but they don't work. Using the Zoho One Using the Google Workspace integration Importing a csv file
My survey is getting tons of responses but no one should have access…why?
Did my survey get a bot attack as soon as I put it on? I have like 200 responses. Where are all these coming from? Can I someone talk to me and find a way to fix this? Do I need a capcha thing on zoho surveys? I need help ASAP. This is so disappointing!!
Email Distribution - Unique link by group/multiple emails
Hi I would like to know if there is any way to send a unique link to multiple emails via email distribution. Example: 1 unique link for Group A, 1 unique link for Group B, 1 unique link for Group C. Each group has 3 emails/persons. So, if Person 1 from
Price Lists
Hi We have over 100 customers and thousands of products, and every one of our customers has a different price for every product that we sell. When the buying price of a product increases, is there a quick way to increase the selling price for all customers, or do I need to edit more than 100 price lists every time a buying price increases? Thanks Keith
Guidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking
Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a Zoho
Business Hours with lunch break
Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks
Log a Call Function
First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you please
Mapping “Account Name” from CRM to Campaigns
I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa
Syncing with Google calendar, Tasks and Events
Is it possible to sync Zoho CRM calendar, task and events with Google Calendar's tasks and events. With the increasing adoption by many major tool suppliers to sync seamlessly with Google's offerings (for instance I use the excellent Any.do task planning
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
How can I make time entry mandatory for tickets?
Hi guys, I just want to make a time entry field mandatory for tickets. How can I do that? At this stage of our usage, it's not mandatory and it could be forgotten to input a time for a ticket. Thanks in advance
Include Suggested Articles in New Ticket Email
When someone creates a new ticket, is there any way to include recommended knowledge base articles (like the ones Zia Suggests) in the email notification to the user? When they're waiting for a reply, it would be nice to have sent them some recommended
Zoho Shifts Connection
I'm having an issue with Zoho Creator Custom Connector not refreshing its tokens. I have a function that pulls data from Zoho Shifts nightly. However, every night the connector access token expires and the only way to fix it is to go and revoke it anywhere
Using a Zoho Analytics table as a datasource in Zoho Creator
I'm wanting to build an interface in Zoho Creator for data in a table in Zoho Analytics. Most of the searching that I have done is about using Zoho Analytics to report on data in the Zoho Creator app or to use Creator to add or modify data in a Zoho Analytics
Email already exists problem
Hello, I'm having a problem with new domain. I have just created a new account and linked my domain to it, but cannot create mail account info@esperanza-management.nl, it says that given mail account name already exists. I'm attaching screenshot with
Location Lookup
Hi Team, When I enter an address into the location field, there is no map address lookup happening. What setting have I missed that will get this working? Kind Regards John
Regarding developer support for Creator
Hello Team, We would like to understand if there is any developer support available for building creator application directly from Zoho's team and not via partners. Please let me know. Thanks!
POP3 not working: User already specified
I am able to access the webmail, but I am not able to access my email via POP3. I never changed the configuration or the password. I receive the following error: User already specified. I already contacted the phone support they told me they would fix
Adaptación de zoho books a la nueva regulación de facturación electrónica
La facturación electrónica será obligatoria para todas las empresa en España en 2025, en Francia probablemente también e imagino pronto en todos los países europeos. Ya en 2024 todas las empresa grandes tienen que utilizar el sistema de facturación electrónica.
Home Page Layout Suddenly Changed; How to Remove Open Activities
Hi, When I logged in yesterday, I noticed the Home Page layout was completely different. I'm using the Classic View. Suddenly there is a massive section of Open Activities that takes up the whole top half of my screen with My Tasks below it: Open Activities
Reporting on what content activity to deals
I have salesIQ set-up with CRM. Tracking looks good. If I look at a contact who initiated a deal I can see their activity and understand what content and campaigns contributed to the deal. What I would like to do is understand that on aggregate: If I
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