Recent Topics
Zoho CRM - How to get Lead Timezone ?
We are connecting Zoho CRM to our Website lead form (Wordpress JetBuilder). We have field for Date/Time selection to book a Free session with our Business. We need a way to get the lead timezone, so we are able to set the free session time correctly on
Default value from global set not working if leads comes from Whatsapp
I have field called 'Marketer' and I have set default value from global set like this if it is created manually by pressing 'Create Lead' button it works without problem, but the leads created automatically from Whatsapp (Business Messaging) the 'Marketer'
How to print all tasks
I want to print a report on tasks status
Team does not exist error when sending emails. I can not even contact support as I can not send emails. I am the admin or the org and all is fine I belive.
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Access custom view for Boards module - Qntrl app update
Hello, everyone! In the latest Android version(v3.0.8) of the Qntrl app, we have brought in support to access the custom views for the Boards module. You can also mark a view as favourite by tapping the star icon next to the view name. The views that
Service Module: Multiple time duration choices on service
Hi. I just discovered the Service Module in Zoho CRM. While defining my first service, I noticed that I can't select multiple durations. My services have booking choices for 1-6 hours. Is there a way to select multiple durations that I'm missing?
Zoho one and multiple organizations
So in my company we have been using zoho for i guess 8 years. Brilliant 99% of the time. I also am the chairman of an industry association and i have suggested we stop using my zoho one and that they get their won subscription. So my question is as i will be the main user on both am i going to have problems. I understand fully that the apps will only work on one account but is there any other gotchas.
Antique market software
We run a small Antique market event company in the UK . we want software that will file online bookings into the right venue folder , send out remainder invoice for unpaid bookings , send out conformation emails and other accounting tasks .
CRM email
Our CRM email automatically adds myself to the TO: (email address) How do I change that to pick up another field?
Pages load very slow
Does anyone else experience 10+ seconds of page loading?
Please add option to set meeting duration
Right now there is no way to create a meeting that is longer or shorter than one hour. Right now I have to create a 1 hour meeting, then send out a very quick change in Google Calendar to say that the meeting is 30 minutes. This looks unprofessional of me, and can cause my customers to decline a meeting that overlaps with other meetings they have, since they think the meeting is 1 hour long. Please give options at least for 30 minute meetings, and allow for 30/60/90/120 minute meetings. Is that
Currency conversion formula in table
Is there any way to convert a figure in a table from USD to GBP? I can't find a formula to be able to do this...
Creator Simplified #12: Track the no.of button-click downloads
Hey Creators! We're here with yet another episode of Creator Simplified for you! In this post, we'll see a workaround to count the number of button-click downloads made in the report. Usecase In a training app, students can download the course material
Profile photo not syncronized in Zoho Recruit - Zoho CRM syncronization
How come, profile photos (candidates, contacts, and accounts) can't be synchronized between Recruit and CRM? Surely it can't be a technical problem? Is there some solution that I haven't noticed?
Check for new emails period
Hello. We are currently using our own mail server and Zoho Mail as a client through IMAP. Users have frequently complained about the 3 minute frequency when checking for new emails, finding that waiting 3 minutes for a new email is too long. We are considering
Webinar - Getting Started with Landing Page Marketing | Zoho LandingPage
Ready to build your first landing page that actually converts? Landing pages are a powerful marketing tool—but only if you know how to use them correctly. In this webinar we’ll dive into everything you need to know about creating landing pages that capture
Stock (on-hand) Items not updated after using Composite items
Hi there, I created a Composite item (consist of 3 items). After I created the Composite item, I invoiced it and shipped the items. However the actual stock on hand of the 3items didn't change at all. Have you guys encountered this? Thank you Regards,
Automatic feed for OCBC and DBS does not work
I would like to post this as a warning to all Singapore users thinking of signing up for Zoho Books. STAY AWAY!!!! Go for Xero instead. I've recently signed up for Zoho Books (Paid account) as I was told by their sales rep that it would be able to link
Calling Flows from other flows
Hello, I have to manage multiple flows, triggered by different webhooks. I noticed that all of them have common blocks (creating a CRM account or updating the account accordingly plus addind notes and tasks). I would like to optimize the flows. My idea
Important Update: Mandatory Email Domain Verification for Zoho Analytics Users
To enhance the security and reliability of email notifications, we are implementing an important update. Starting February 1, 2025, verifying your email domain will be mandatory to continue sending email notifications via Zoho Analytics. Failure to verify
Problem during switching between accounts
Hello, We have a problem during switching between "accounts" and "delegata accounts" in zoho mail desktop. Quite often while doing it, zoho mail app shows "Opps... A problem has occurred. Try again." It's quite annoying during everyday work. What can
Zoho Mail - Import Event from the main page (not options)
Hello, If you need to import an event or invitation in Zoho Calendar, you need to go in the options/parameters to do the import. We would suggest to have a "import" button and pop-up on the main calendar page. It would avoid to go in the options to do
Syncing Fields Between Accounts AND Deals
Please don't email me, I will check this thread for updates daily. I have a custom set of 10 fields (CFSET) in my account pages and deals pages. I want to fill them out on accounts pages per each, then when I make a new deal in an account, I want to copy
Getter error message Number of statement execution limit exceed Line:(216)
Hi, this script is giving me error message "Number of statement execution limit exceed Line:(216)". Please advise htmlpage Pay_Period_Details(PayPeriodID,AgentID,ShowPrint,start_range,end_range) displayname = "Pay Period Details" content <%{ /* Get The current Pay Period Record */ Int_Pay_Period_ID = PayPeriodID.toLong(); Current_Pay_Period_Record = Pay_Period[ID == Int_Pay_Period_ID]; Previous_Pay_Period_ID = thisapp.Application.GetPreviousPayPeriodID(Current_Pay_Period_Record.ID); /* Checking Agent
100 record view limitation
I have just migrated from another CRM and am starting in ZOHOcrm with over 5000 contacts. It seems that my searches and sorts are limited to 100 live records....or am I missing something. This seems to be very limiting...in a lot of scenarios (mass email,
How to Add Portal Users in Zoho Creator's Development Environment for Testing?
Hello, I’m working on a Creator app with a customer portal and implementing filters based on the logged-in user (customer). To test these filter functions, I'd like to simulate or add customer portal users in the development environment/database. Is there
2024年度 Zoho Champion 決定のお知らせ
ユーザーの皆さん、こんにちは。Zoho コミュニティチームです。 Zoho コミュニティでは、2024年の1年間でコミュニティに貢献し、他ユーザーの役に立つ活動・情報発信を特に積極的に行ってくださった4名の方を、 「Zoho Champion」 として表彰させていただきます! @西尾真言さん、 @Kunio さん、@岡安裕一(Yuichi)さん、@Suzuta さん ユーザー交流会の事例セッションへの登壇、フォーラムへの投稿 / 質問への回答や各活動についてのフィードバックなど多くの貢献をいただき、大変感謝しています。
Report support List data.
Hi Could Report support use list data? I hope I can create a list with deluge and push to a report. It will increase efficiency .I don't need insert data to a form.
Unique Use Case?
We operate a lawn care & landscaping company and are developing an instant estimator on our website based on a lot size api. Is there any way to pass a monthly subscription price onto a hosted payment iframe? Every user will have a different price so
Add home page or dashboard in CRM customer portal
is it possible to add home page or dashboard in CRM customer portal?
API to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshot
Enhance Zoho Flow's Jira Integration
Hi, I hope you're doing well. We would like to request an enhancement to the Jira integration within Zoho Flow. Currently, Zoho Flow allows us to create and fetch users in Jira, but it lacks essential functionalities related to user management within
Zoho Show Slide Decks Not Accessible
Hi. Currently, my Zoho Show slide decks are not accessible. Please fix it. My Writer files are still accessible, so I'd think something Zoho Show-specific has happened. Thanks!
Introducing Formula Fields for performing dynamic calculations
Greetings, With the Formula Field, you can generate numerical calculations using provided functions and available fields, enabling you to derive dynamic data. You can utilize mathematical formulas to populate results based on the provided inputs. This
Unable to see clients/accounts from my CRM on Zoho Recruit.
I am wanting to see my clients/accounts that are on my CRM within Zoho Recruit. CRM and Recruit seem to be integrated as I have access to all of the candidates, but there is no option to get my clients on there. I have activated the extension in marketplace
Auto-Create OneDrive Folder Structure Upon Lead Creation
Hello, New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create
Stock Count
The stock count is a nice new feature, but we cannot figure out how to: 1. Use it without assigning to a person, we have a team or one of multiple do stock counts as do most any company. 2. Add any extra fields to what the "counter" sees. The most important
Images uploaded onto text notes through the mobile app won't render
When uploading am image onto a text note, exiting the note and going back in, the image is gone and shows an error icon in its place, and also won't display directly on other devices, including on the desktop version. Uploading the same image on the same
Internal Support and Assigning Tickets
I want to set up an Internal Desk Support system. Here is what I need... We need our internal "Support" staff to be the Ticket Owner We need to be able to identify who the "Account Manager" is on that client and get emails as part of the ticket. I'd like
No table view in "All departmens" mode
Hello, I would like to have an overview of all tickets, so I have to switch to "all departments". But here I don't have the possibility to activate the table view. But this is mandatory, so that I can see certain fields without having to open each ticket
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