Recent Topics
Option to Re-order from past orders
Customers would like to place a repeat order with the business entity. Currently there is no option to support this and everytime the customer has to check out following the same process. Can a option be given to reorder from the past orders?
Incoming Mail Blocked
Hi My two emails (moorthi@jaivashinicottontex.com & prakash@jaivashinicottontex.com) incoming mails were blocked. kindly help me to solve the issues asap. Following warning message occurs "We have blocked your account "prakash@jaivashinicottontex.com"
Get Time
I have a date/time field in CRM. I'm trying to use deluge to extract just the Date, just the Time, and just the AM/PM designation. I cannot for the life of me get this to work... I've looked through all the deluge documentation but nothing seems to work...
Beyond months: Zoho CRM now supports custom fiscal year formats
Hello (again) folks ! You can now set your CRM's fiscal year to follow the 4-5-4 calendar and other widely used 52-week fiscal year formats. Why this change? As you know, the fiscal year of an organization may not coincide with the Gregorian calendar
Notification when document hasn't been signed
Hi there. When a document hasn't been signed within the given time, the status changes to "Expired" - is there a way to be automatically notified by email when this happens?
the original LEAD STATUS picklist with “open”, “not qualified” and “junk” vs. own pick list
hello, I have built a blueprint for lead processing, but used a separate “lead status field” for this. Now I have noticed that the zoho original “lead status” field in the pick list properties still has “open” and “not qualified” and “junk” as status.
La force du duo : Alliez e-mailing et réseaux sociaux pour un engagement accru
Avec l’essor des réseaux sociaux, la communication a pris un nouveau tournant. Ce n’est plus seulement une question de messages échangés, mais de vies partagées. Entre les vidéos tendances sur Instagram, les inspirations Pinterest et les trouvailles sur
Waterfall component in Zoho CRM: Visualize how individual contributions build the result
Dear Customers, We recently introduced three new chart types — Sankey, Treemap, Cluster and Butterfly — to offer you fresh ways to visualize your CRM data and gain new perspectives. In line with that, we’re excited to bring you a new component—Waterfall
CRM is shutdown again
Hi All client script is down. and unable to export any PDF from CRM. I try to upload a screenshot in this topic but fail. Thank you.
Visualize your data with a new set of charts: Treemap, Butterfly, Sankey, and Cluster charts in Zoho CRM
Dear customers, When it comes to analytics, it's not just about the numbers; it's about understanding the story behind them. With that philosophy in mind, we’re excited to introduce a line of representations to the existing array of chart types in Zoho
Boost collaboration in your sales process with Team Selling and Deal revenue's Split—empowering your Zoho CRM for smarter teamwork!
This feature has been released for a majority of users in all DCs. It will be released in a phased manner for the remaining users. Hello everyone, As you may all know, closing a deal is rarely a one-person effort. It often involves multiple teams - from
One Event, multiple Contacts
There have been many postings over the years about including multiple Contacts on one Event. Example - one lunch meeting with 3 Contacts - the Prospect, a Consultant and an Analyst. And having the Event appear on all 3 Contacts' Completed Activities.
Unknown JSON attribute(s) found in the parameter CONFIG - Error Code 8542 - Facing this while try to update a row in analytics
temp.put("NeedAlyz",NeedAlyz); finalBody = Map(); finalBody.put("columns",temp); //info open+" "+closed+" "+answered+" "+awaitCusRes+" "+wfl+" "+solution+" "+onhold+" "+high+" "+medium + " view id : "+vid+" contact id : "+conid; //info overDue+" conid
Facing issue in getting data through api calls
I have send data of users and want to get the data oof users but facing issue with one field for that I want help
Enhancements for Creator in Mobile Browsers and PWAs
ZC Team, Lady & Gentlemen! This enhancement has been awaited for a thousand years, and it has made my day! It now appears more "enterprise" and no longer a jerk.
Call Transcription: Zia and RingCentral
Can I use telephony integration with RingCentral for call transcription/recording? In my CRM Setup > Zia > Communication > Call Transcription, if I try to enable it, it gives a warning "Please set up a telephony integration and then enable call recording
Mass replace picklist value
I need to rename picklist option from "Option 1" to "Option 5". The value "Option 1" is set in about 1000 records in my CRM module. I am also using the that picklist in Reports and Workflows extensively. should I: A/ rename the option value and its reference
Support needed
Can I get an actual response from customer support that actually solves my problem. I need my super admin account password reset since something got messed up during setup. It says I cannot reset it myself and have to contact customer support. I did. Someone called me on Saturday and told me they couldn't do anything but should receive an email shortly with reset link. I have yet to receive this email. This service is absolutely useless if support cannot be provided in a reasonable time, especially
Tip #1: Grouping (Filtering) records in the CRM mobile app
Option 1:Grouping and sorting the records. When you are into sales, there is never enough time for you to check each and every record's status manually and then contact them. If you are en-route to customer's place, you can make use of the travel time
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. We sent emails to our new clients and send occasional promotional emails to them too. https://ushoroba.co.tz
Error
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. please unblock me
Task Management on Zoho Desk Mobile App
Hello everyone, We’re currently exploring ways to manage tasks directly from the Zoho Desk mobile app, as some team members do not have access to the desktop version. In our case, having an accessible view of tasks or activities on mobile would make a
Zoho Payments integration
What are you going to get Zoho Payments integrated with Zoho Forms? It's kind of embarrassing to have several payment options... but not your own, which has been out for quite a while.
Mark Documents Folder as Private?
Can we mark a document or folder as private? We have multiple users in Zoho Sign. For the most part, our employees should be able to see most of the documents created by others. However, there are some sensitive documents that we don't want everyone with
Batch Emails in CRM Plus without using a template?
Hi guys. Is it possible to send the same email to multiple people at the same time within CRM Plus without using an email template? At the moment we create a custom view in Contacts to display the people that we need. We then click the boxes on the left, and click 'Send Mail', but always need to select a template. Sometimes its better to write a quick one off message, without needing to set up a template first. Thanks.
Querying COQL Multi-Select field
Hello, I added to the Price_Books module 2 simple multi-select fields: Countries and Devices, and a few other fields. I tried the following COQL queries: select id,Price_Book_Name,Active,Countries,Devices,Link,Created_Time from Price_Books where Countries
Zoho Recruit User Group Meet-up | INDIA 2025 (Venue Finalised)
Hello Zoho Recruit users from India, We’re pleased and excited to announce our 2025 edition of Zoho user group meet-up in India in five cities! In this meet-up, our team of experts will help you understand the intricate nuances to use Zoho Recruit better,
ZOHO Payroll Canada
Any plans on the roadmap for Canada?
Zoho Creator Upcoming Updates - March 2025
Hello everyone, We hope you’ve had the chance to explore Release Projection 1 for 2025! This month, we’re keeping up the momentum by bringing even more powerful features and enhancements to Zoho Creator. Here's what you can expect in March: App menu builder
Auto Tag Lead From Campaigns into CRM
Hi, I have a signup form set up in Campaigns that automatically assigns a tag to the lead. I also have it set up to push the details through to CRM, but I can't get the tag to push through to the CRM as well. Is there a way to do this? Thanks, Jay
We Cannot send A/B campaign since the number of contacts chosen is less than 4.
My recipient list has 290 contacts, but it fails to send at the last step with an error: "We Cannot send an A/B campaign since the number of contacts chosen is less than 4." How to solve this?
Wokrdrive Api assistance needed
Hello fellow developers, I'm currently working on integrating Zoho WorkDrive with a Bubble.io application using the OAuth 2.0 User-Agent Flow. I've encountered a few issues during the setup and testing phase, and I'm hoping someone here might have some
How do I make a stock tracked item on my sales orders not automatically fulfill?
I use the sales order process to track what jobs I still need to complete and send out, and which ones are complete. I have items that are not tracked in my inventory, but are NOT listed as service items, and are not being manually typed in to the sales
Sales Returns - Repairand Return
Hi Inventory Team, I'm working with a client on an Inventory implementation project and they have shared this use case with me. Some items may be returned by the customer, then returned to the vendor for repairs, received from the vendor and shipped back
Display name in Zoho Desk Ticketing system
We are in the trial phase to implement a Ticketing system. As our company uses several generic emails, such as service@abc.com and service@xyz.com across different branches, the uniqueness of usernames (full names) becomes crucial for our business. Without
Desk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The First
invokeURL to change custom field
I have a deluge script that currently runs as a Schedule. It works exactly as intended, however I've recently been informed by Zoho that there's some mechanism in place to block changes made by a script when it runs on a schedule from being detected by
Customize the ticket ID for enhanced ticket tracking
Hello everyone, Ticket IDs in Zoho Desk are the unique reference numbers that are assigned to tickets when they're created. Agents generally use the ticket ID to locate a particular ticket and to reference a ticket in conversations and feeds. When customers
Set a global default filter to All Candidates view
Hi, Is it possible to set a global filter to the All Candidates view? As a use case would be for off-limit candidates. These are those who are off limits due to previous bad client feedback on performance/behaviour. Ideal use case would be to set these
Zoho CRM Webinar - Redesigning Daily User Experiences with Canvas
<br> Your users across roles use the CRM for day-to-day tasks that are necessary. Whether they perform their tasks on time, the right way, or at all depends on a lot of factors, including User Experience. Many businesses struggle with rigid layouts,
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