How to granting access to Zoho developers
If I'm hiring a Zoho partner to do work how do I grant them access? There is only 1 Zoho One account and I need them to do some work on the blueprint/workflows modules. In the past with Wordpress I was able ot create a user account and grant them their
CRM Blueprint Notification by Cliq
Dear Zoho team, In Workflow, there is nofication by cliq, but in blueprint, there is no option as cliq notification. I think it is very convenient to get notified by Cliq , as there are multi modules in apps, but we will always check Cliqs
Get Deal ID dynamically
How do you get an id dynamically in deals module using custom function?
What are benefits to create a journey from MA or a campaign from zoho campaign ??
Hi MA Team, Tried and very quickly discontinued in 2017/2018 as a large number of Zoho users. The app had to be redone but as I don't see a big change. For the web part that was not functioning properly, I will try again to connect our Divi site. Before
Feedback Customization in ZOHO People
Hi Team, I like to customize feedback where feedback forms ( multiple questions) are available for our organization. Kindly guide, how we can setup the same in zoho people.
How can I create a retainer invoice automatically?
Hi Guys, We use Zoho one application and here is what I am trying to achieve. We have lead modules in Zoho CRM, and we use blueprint features. I am trying to add a button with the help of the blueprint feature and the button would be "Send retainer invoice".
Custom Funtion Download PDF
I used the openUrl function to download reports in pdf. But keep getting this error "Web Page Not Found - The Request URL is not configured to be used" openUrl("https://creatorapp.zohopublic.com/" + zoho.appuri + "/sampleapparell/devtac-quoting-application/record-print/Report_Quote/"
Delay the initial trigger of Zoho Flow
Hello. I have a problem. I created a workflow that calls a function that populates a new event (Meeting) with information from a Deal once the event is saved. I created a Flow that triggers when a new event (Meeting) is created in Zoho CRM. However, there
Will Zoho Lens be included in the Zoho One subscription?
Hello, Zoho Lens looks like an exciting product that I hope to be able to use for my business. Will this be incorporated into the Zoho One suite? Thanks, Bryan
Can't find Marketing Apps in Trial version of Zoho One?
Can't seem to find Campaigns App, Forms App, or MarketingHub app in our current trial version of Zoho One. What am I missing?
Advice for best practice
Looking for advice on how best to handle a common business activity for us and likely for many others as well. We are a distributor of capital machinery and we also sell spare parts to customers. The spare parts activity is the focus of this question.
Can't open draft email for editing
Last night I started composing an email and I let it save in drafts. This morning I want to continue working on the email. It is in my Drafts folder but it will not open. The only option there is to delete it. This is not the first time it has happened. On previous occasions I have just deleted the draft and started afresh, but I really want this one back. Windows 10 with Pale Moon 28.10.0 browser.
Multi-branding | Help Center for each Department | Cannot Hide Field with the same Field Label
Good day Zoho team! I have an issue encountered for the Help Center. Our client requested to separate Help Center for two departments. Each Department have the same Field label Description and Category. We already enabled and configured the Multi-branding,
Convert a Draft into a Library template in zoho campaigns
Hi I was designing a template and accidentally i clicked "Save and Next" instead of just Save and close. Usually when I do this the template converts itself into a draft and it does not appears on my template library. How can I transform or convert or
Invoice details report problem
Hello, Since August we have a problem when running the invoice details report in Books. The tax amount and amount without tax are not reported as in the invoice, but in the report the total amount of the invoice is devided by two. In some cases where
Re-assign app owner
Our App owner left the firm and there is no apparent way to re-assign on the system. Please remove our owner and re-assign to me. Also: This is a horrible way to ask users to support a service ticket...
Getting error message when favoriting views
When I click the star to favorite a view, I get the following error message.
CRM Module for Managing Customer SaaS licenses
I thought that I read a while back Zoho was working on a module to manage and track software licenses and renewals.. Anyone know if this exists or if there is a way to do it? I wanted to try to use products/inventory but it wasn't really build for S
Build comprehensive customer portal with Creator or Sites?
Hello, We would like to build a comprehensive customer portal and provide the customer with the following listed functionalities collected on one website. The question we ask ourselves is which Zoho product can we use to map our needs? The customer should
Can i use zoho one with zoho workplace?
Hello, i like the dashboard of zoho workplace with mail, connect, calendar, cliq, workdrive. It is very clean and good overview of all sections. But i use zoho one and have not the clean dashboard with all apps. It is possible to use both, zoho workplace
Which Assist plan is included with Zoho One?
Hi, I've just signed up to Zoho One and see that Assist is listed as one of the apps. Which plan or what limitations are included for Zoho One subscribers? Currently when going to try it out its put me on a free trial with all features. Just trying to figure out limitations before using it. Many thanks Rgds Jon
Zoho Backstage and Píxel Facebook
Saludos Equipo de Backstage, ¡Están haciendo un trabajo fantástico! ¿Se puede incluir el píxel de Facebook en un aterrizaje realizado en Zoho Backstage? Normalmente, el píxel se incluye en un aterrizaje alojado directamente en mi sitio web, pero entiendo
How to move a lead to different custom module?
I get three types of leads, relevant, irrelevant and Job. I want to save the irrelevant leads in irrelevant archive and Job leads in Job archives. In the same way, I want to further save the "No Contact Made" leads in other archive, also I want to save
Field Update for User Fields
I have created two user fields. I would like to update these fields based on a third field. The user fields do not show in Actions | Field Updates. Any idea how to make these appear?
Auto populate address of an Account after selecting it in Lookup field?
For example, in the "Quotes" module, when you select an Account it auto-populates the Billing Address into the fields. I want to basically do this same thing but in another module, i.e. I have a lookup for the accounts module. Upon selecting the account, data is subsequently loaded into their appropriate fields. Bonus if I am able to manipulate the format of the data but that isn't important.
Lookup fields auto populate
Forms: List ->has single line Onload filled Requested id, Subform-> dropdown lookup i type ,i name and multi select lookup of suppliinfo Supplier info Sample -> has dropdown lookup suuplier info,Reidsingle line field. samplesubform subform
Email Trigger Signature
i was trying to add a signature to the email that gets sent with survey results after someone takes the survey. But the image does not show up. This is what I see: How can I insert my signature (it's a png image)? Is there a way? Thanks!
Customer Statement of Account
can anyone help is it possible if PDC Cheques are segregated in SOA or showing Payment Mode and Cheque number in SOa.
Forwarding call recordings in Twilio for Zoho
I use Twilio and Zoho Phonebridge for inbound and outbound calling to customers. I use Zoho's built in IVR which works well, but has gaps. The main gap is when I get a voicemail, I need to login to Twilio to get it and that's a time sink. I would like
Unable to create Hour based web traffic report
Hi Team, I am trying to create a report that will display hourly user traffic by date from Google Analytics but I can see only 00:00 hour in my report as I synchronized data from Google Analytics at 12:00 a.m everyday and the date for all data is with
Add record in ZOHO API
I am trying to add a record (contact) to the ZOHO database using their API after submitting an order. This requires an authorization token with a validity of 60 minutes which I can generate with a grant token, but which I can only generate with user interaction
Record Successfully added
I am trying to add bulk records in zoho people using deluge The response i get is "Successfully added" however the records don't actually get populated in the view.
Time Zone Issue
We have had a few issues of late...that maybe unusual, but irritating, operationally. Several customers have booked a session with us to come and visit us, while they were on holiday, so were in another time zone. They get confirmation of the time they
ZOHO SUBSCRIPTION TERMS AND CONDITIONS
How is it possible that there is no option to add the TERMS & CONDITIONS link. This is a website, we collect customer's data and credit cards. There should be an option to add PRIVACY terms. It is not legal to ask for a customer credit card and not to
Migrating data from Contacts to Accounts
I have created my companies database of customers as contacts with attached accounts to represent the company they belong to. Now my boss wants to have the information which i already placed on the Contacts, to be available in Accounts. This means adress,
Using Credits
My client has an $800 credit which expires in October. We recently changed oursubscription from 21 people on CRMPlust to Zoho One and renewed an annual license for 26 people During that switch, my client (super-admin and business owner) spoke with a
Deal that stopped payment
What kind of stage or solution would you come up with when a certain deal stopped paying? our industry sometimes have customers that disappear somewhere in the deal process. Would you mark it as lost?
Showtime & Meeting: functions, use, limitations, users experiences
Hello there, I am about to start teaching a year long online course. In order to promote the course I'd like to do promotional webinars. Once the course has begun I'd like to do Q&A's every week, a few days each time after I have published the lessons.
Campaigns vs. Marketing HUB and the other 80 apps....
Greetings. Why have both of these? Campaigns/Marketing Hub I have spent 6 months developing the MH interface, campaign templates, connecting CRM/Leads, bla bla bla.... and now, when trying to integrate zoho mail - you apparently can't with MH. So all
Las herramientas de Zoho, impresionantes, como siempre. Consulta: ¿Con qué herramienta o aplicación puedo transmitir en vivo un evento digital programado con Zoho Backstage? ¿Con Zoho Meetings, ShowTime u otro? ¿Como funciona esto? (Somos usuarios de
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