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
Bilder in Blog-Artikeln - optimale Bildgröße
Obwohl wir bereits verschiedene Bildgrößen probiert haben, ist es uns noch nicht gelungen, das optimale Bildformat für Zoho Commerce - Blog-Artikel zu finden, die KEINEN grauen Rand mehr darstellen. Im Anhang sieht man unsere Blog-Losten-Einstellung und
Can't access My Books account from Zoho One
I have had a Zoho Books and CRM professional account for several years now and use Notebook, Docs, and for a couple of years used Social. I recently signed up for a trial of Zoho One. Now, everything works in Zoho One and I can see my content in all of
Connection from CRM to Creator
Dear all, I come seeking wisdom. My scenario is this: I have a Javascript widget in CRM. It is attached to the Leads Module. I want the CRM widget to connect to a form in Creator, where Countries are stored. The Countries in the Creator form appear in
Default Accountant Access for Books (Zoho One Edition)
Here's an idea: make it just as easy to add one's accountant to the Zoho One version of Books as it is any of the other editions of Books. This seems like a "duh" thing. Yes, I've read that I can contact support to accomplish this, but why should I have
Products presentation
Hello, Which application/module/... is recommended to send more information to a prospect efficiently at the moment of visiting? When visiting a new prospect they might not have time at the moment. So how can we quickly select and send the requested information
Cant shared or create the apps in creator from Z-one
HI, I am trying to add the 3 applications in the Creator from z-one but i couldn't .. it gives me this error as attached in the screenshot. Please let me know if you need other details. Thanks and Regards, Sidhant A.
Can we need to retriger the failed webhook listed in Crm ?
hi, We are using a CRM webhook for Deals integration with third party app(website) it will triger when the deal is created or edited, but some times the webhook triger as failure due to socket timoeout or http request failes something like that, then
Field reset when Cloning a record
If a user clones an account record, how can I force the Account Type field to reset to a different option?
Bug in Zoho People: When entering time does not enforce the default "Billable" or "Non-Billable"
hen entering time Zoho People does not enforce the default "Billable" or "Non-Billable" status for a job if the "Billable Status" setting under Time Entry > Settings > General Settings > Time Log Field Customization is not checked. For example: If
Customer installation sign off Forms, CRM, Sign
Hi there I looking for the best way to achieve this workflow. This is for an installation sign-off of a deal (large equipment). I want to be able to create a form that pulls the account information from the Zoho CRM Accounts module ( i think I can do
ZohoOne Sheets, Calendar Freeze
Does anyone else have constant ZohoOne App freezing? It is most consistent for me across Zoho Workdrive, ZohoSheets, ZohoMail. I am the Admin of the account and consider myself to be reasonably tech savvy. I run a MacBook Pro with 16GB RAM on a reasonably
Calendar invite compatibility from Zoho products to third-party calendars such as Google and Microsoft.
Hello Zoho One community. I need your help and guidance, please. Use case: I'm on a two-person team running a non-profit of 800 attorneys, many who use Microsoft products, with 13 committees.. all with their own rosters and monthly calendar invites. We're
Linking Submitted Zoho Forms to Zoho Account CRM
Hi I have set up a customer form that is sent to a specific customer for sign-off, ( I tried Zoho Sign but it doesn't work as nicely). I like a separate section (like when you use Zoho Sign) to be in the Accounts section and have that form I created automatically
Subform field validations in a CRM Module
Good day, I have difficulty understanding a Subform in a Module. More specifically: 1. I would like to know if it is possible to get values from a Subform's fields, and HOW to do it with Client Script and/or Custom Function. 2. How can I VALIDATE fields
אי יכולת לשלוח מייל כתבנית
היי, אני מנסה לשלוח תבנית מייל אך אני מקבל שגיאה משום. אשמח לבדיקתכם. מצורפת תמונה
Zoho One Auto Assign Apps by Department DO NOT WORK
We are attempting to configure Auto Assignment Apps by Departments, but it's not working as illustrated by the video in the link below https://workdrive.zohoexternal.com/external/bc82fb84345eab7d3fa64ae390216d01884ca6088e3bf3b7c0cc44cfa09b918e Still without
Importing spreadsheets into database
I get spreadsheet in all different formats but the core data I need is the same. Is there a way to create an import template? Where I can map columns with a field in the database. Ulitimitley I need to generate a report for several 100 customers. Right
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