Create Record with Subform
Hi, I am looking at the possibility of adding a subform to a module that will create multiple new records within the contact module, is this possible? Thanks
Manage Quotes from multiple vendors
When I asked someone the rate of the product, tau more than 10 vendors gave me the rate for 1 item, can I manage it somewhere
Zoho email
Hello Can someone tell me how to prevent the tabs in Zoho email from happening? Every time I open an email, a tab pops up on top, and once I get to a certain number of tabs open I have to delete the tabs to make room.
advance from customer
We receive 50% advance once the order is confirmed. After supplying the material we raise the invoice. I like to show that advance in the invoice. How to do that?
Pull CRM formula field to ZOHO Inventory
I have products in CRM and Items in Inventory integrated we need a fuction to calculate Market Price and selling price based on the price of the ITEM GROUP!!! I hve created 3 fields namely base price, factor 1 and factor 2 in CRM and inventory and its
Notes for Items for Future Purchase Order
Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..
zoho products log4j impacted
Are zoho products impacted by the Log4j security weakness ???
Access to Zoho Calendar from Zoho One
We are using Zoho One and would like to use Zoho Calendar for a team calendar. I cannot find the Calendar App in Zoho One. I can find it by googling Zoho Calendar and it works great, but the rest of my team uses Zoho One to access our applications and
Embeddable Customer Forums
what is the best way to setup a customer discussion forum that will be hosted inside a Squarespace website? A client wants to setup a forum for general discussion - some of it will be about help topics, some of it will be about general discussion about
Location based shipping
Hi, How do i define shipping rate based on where the item is being shipped to? For example, within India I want to charge a certain amount and for international destinations i need to charge a higher amount. How do i set this?
Command Center v Blueprint
I want to move from a blur print to a command centre because my journey goes across multiple modules. In my blueprint transitions I ask my users to update fields but I can't find how to do that in command centre. I can only see that I can automatically
Zoho Campaigns
We have been having a lot of issues with Zoho Campaigns. Is this product ready for commercial use or still under development? Our sales person has spent countless hours speaking with your development team and we still have no real way forward. If under
subform calculation
Hi everyone I have a subform with my quantity of sales per product. I want that with every row in my subform, the instock quantity in an other form be updated. This is what I'm doing: for each eachRow in Articles { getRecord = Stock[ID == input.Articles.Ref_article];
ZoHo eMail
I need to switch from an old outlook email platform and heard ZoHo has an email service. Anyone use it with any luck? Any concerns with it? Thanks so much for any opinions and feedback.
calendar doesn't appear on zoho mail page
Starting today, there is no longer a link to zoho calendar on the zoho mail page. How can I restore it?
Zoho creator integration with zoho books
So i recently started working with the Zoho platform so im quite new to it, ive been assigned the following task: Build a Customer form on zoho creator with various different fields (name, company name, billing address and some extra custom fields. Integrate
How to show Lead ID as a column?
To import with spreadsheets and avoid duplicates i made my lead ID be website URLs (We're shortlisting websites to buy with ZOHO) We want to avoid duplicates and i didn't see an import setting to make a custom field be the key for excluding details, only
Laravel ZOHO SMTP Email failed to authenticate
I am using Zoho SMTP Configuration DEFAULT_MAIL="gmail"MAIL_MAILER=smtpMAIL_HOST=smtp.zoho.comMAIL_PORT=587MAIL_USERNAME=ses@imksa.comMAIL_PASSWORD=minaMAIL_ENCRYPTION=sslMAIL_FROM_NAME=Test Saleswhen I give space in MAIL_FROM_NAME as "Test Sales" without
Exit Old Account and creat a New Account
I logged out of my current account, colin@logtrain.co.za successfuly I wish to create a new account under my Gmail account, cpdoyle48@gmail.com Your system will not allow me to create a d new account as it automatically finds my current account Please
Insert Signature into other Form/Report
Hi All, I'm currently looking for a way to have Form A containing a Signature Field and automatically making entries into Form B (or rather Report B) using the Signature made by the user in Form A. Upon attempting this via insert record, I'm informed
Make Vaccination Status Alert Dismissable
I understand alerting admins to the new functionality. However, not every company will be enabling that feature, so let us dismiss the notice. edited to add: Crud, I meant to post this in the Zoho People forum.
Adding SubForm Entry Count to Merge Document
Hi! I have a form with a subform that I am using to populate a merge template. I am waiting to populate a field for the total number of subform entries for the main record. I have looked at formulas, but can't figure out how to accomplish this. Than
Zoho inbuilt Telephony made a lot of issues
Hi there, I am a user that I am working with zoho inbuilt telephony around 1 month. Non of my colleagues are happy with this app! most of the time customer cannot hear my customer service team, customers say our voice is breaking. whenever Telephony support
Sync Failed
We have had the last few syncs fail for one of our scheduled imports. We ran an internal query on our server and it returned 900,000+ records in under 16 seconds, so we do not THINK that the issue is on our end. We also have not made any changes to the
Recording an expense - Price lists and automation
Hi I have been trying to automate Zoho for a while now, I am trying again to see if I can come up with a way to have price lists while I create an expense, which I do not think does exist. I can create an Item with automatic pricing from the invoice itself,
Display User Name Instead of ID
I would like to include a field in my analytics tables to include the name associated with the ID. For instance, in activity table we need to include the user name associated with the user ID instead of the ID. Can someone advise how to accomplish this? It's easy for the activity owner, but not the "Modified By" field. I've confirmed that the two tables are indeed linked.
Always redirect automatically to the redirect page if you have already completed the form
Hello, I wanted to know if it was possible, with a form made in Zoho Form, to make sure that if a person has already filled out a form, they are always redirected to the redirect page without going through the form again. Thank you !
Unable to access Zoho developer console
Hi , I am unable to open developer console. I have signed up and created account but unable to get into console page will you please help me
Storing and accessing customer installation details and related docs from multiple Zoho apps
We install solar photovoltaic, battery and generator systems for our customers and have one or more jobs (CRM Deals) and Job Sites (CRM Custom module) for each customer. During the commissioning stage, we have configuration details from each job / job
Directory apps and SSO
Zoho One provides a lot of features that help you unify your work across apps. Single Sign-on, a feature that unifies authentication and lets you sign in to all your enterprise apps without having to individually enter credentials everytime. We currently
Deals & multiple products custom
Hello, I want to customize the deal part in zoho crm. In my business, a deal can be composed of several products. For information, they are manufactured products, whose costs vary each time. Therefore, I have created each product in the product module,
OTP Authenticator managing accounts
Please do something to allow group, sort, search in OTP Authenticator! I have now 30 positions it's hard to do fast search.
Commerce and Sites in Zoho One
Hi, I have 1 Z1 license. With that can i make 1 Zoho Commerce Store and 1 Zoho Sites published website or do i get to publish only one of them? Thanks, M
Learner report isn't showing updated data
Hello, Am facing problem while viewing the updated data on learner report on my newly added lessons under a course
Got an invite to a portal Via e-mail only lets me create an account no access to the portal??
Got an email invite to join a portal asks me to create an account so I did now the invite link to the portal just brings me to my account. no portal access no direction how to access that portal just a side bar with like 25 applications. most confusing
Zoho Accounts
https://help.zoho.com/portal/en/community/topic/cant-import-accounts-and-vendor-name-not-appearing-in-contacts I can see from this earlier thread that you were told that it is not possible to import contacts into Zoho CRM with the Accounts field mapped.
I would like to use zoho phonebridge APIs
I would like to enable to phonebridge at my zoho account. I am a developer working in integrate thirdparty PBX solution with zoho one, and I would like to use phonebridge for incoming calls notification and click2call. Our PBX is not at the list of providers.
Applying Default Priority & SLA to Desk Tickets
Hi team, we've opted to use a Priority Based SLA for our ticket desk. I understand that we cant apply a default Priority value on ticket creation for, say, Medium Priority and for Zoho Desk to calculate a standard Response and Resolution time based on
Need information to understand why api calls sometimes failed
Hi Support, From CRM workflow Rules I trigger a deluge function. Sometimes this function succeeds and sometimes it fails with the same params. I need your help to understand what failed, I only received poor information like : - Error at line : 566,
How to switch back to regular email after trying salesinbox
I tried using Salesinbox but after realizing I could only use one IMAP I could see it was not going to work out. My best bet if I want to use Zoho is to stick with using the regular email client so I deactivated IMAP and then found that email.zoho.com
Next Page