How to Associate Records to Owners during import
I'd like to understand how to associate record owners to specific records during record import. Right now, I'm trying to import and its defaulting all record ownership to me. Situation - We have users already uploaded in Zoho - I have a .csv with record
How do I import accounts with multiple contacts?
I have multiple contacts under one account, sometimes 10 contacts per account. I cannot figure out how to import these. Every time I import the contacts, it shows up with 10 accounts of the same name but different contacts. How do I sett up the Excel
What are Form limitations?
Our company uses many online self-assessment forms. 1. Can the forms be used online? assuming yes - 2. Are there are my Field/Cell/Character/Page/rules, or like, limitations so we know if we can work with the form and if yes, how to navigate accordingly.
Parser application send to Sheet with JSON
I have a desktop email parser that can submit HTTP request to a Web API via JSON, however I keep getting an authentication error. I have registered my application via client API. My desktop parser has the following parameters: POST to https://sheet.zoho.com/api/v2/<clientID>
hi cant find my zb code
need help finding my zb code please, there is no exclamation mark beside my domain i am logged in as super admin ive checked domain tab
Auth to Oauth returns invalid_response_type
Hi Zoho team, i had developed an application which uses authtoken for api requests now that we have to migrate to oauth im using authtooauth api for oauth token but it returns an error { "error": "invalid_response_type" } the documentation
Automatic translations
Hello, I was wondering if I can post in different languages via ZOHO. Do you know where to find this feature? As you may know, Facebook let you introduce the post in different languages, so your audience gets the right one. Thanks
Rescanning imported documents
Is there a trick to rescan imported documents? I just ran out of credits, and now I've added some more. The only way I can see is to download them all individually. There must be an easier way. Is there? Thanks
Associated Partner
I suddenly have an associated partner listed on my account, but I do not know who this is or what it means. Evidently I can tag them but I don't even know them. How did we get associated? Thanks
"Sorry, we can't publish this"
I made a scheduled post and was told that "sorry, we can't publish this" but no information on why and when I hit "retry" it says the same thing.
URGENT HELP - Quote Inventory templates losing HTML and going blank
Hi, today I was cloning a Quote template, and the clone was blank. Upon editing it, I confirmed that it was blank with no HTML at all. I copied the HTML from the original template and inserted it into the clone. But the Save button would not do anything,
Required field before marking a lead as customer
Hey Zoho team, I have a cell of fields that are required before Sales can hand the lead over to Operations as a customer. So it is important that Sales will fill in the complete cell of fields before they can mark the Sales Qualified Lead as Customer.
stop signature when replying
How do I stop my full signature appearing when I'm replying to a message?
I just want to close my paid services
Dear Team, Last year i send to mail zoho but the didn't close kindly close my subscription because i will close my Gst Number I will reapply new gst after we login . My Email : ARENTER@gmail.com My Contact: 91+8800968053
How to connect WhatsApp or facebook to Zoho Inbox?
You advertise I can connetc WhatsApp and Facebook to Shared Inbox. I do not see such option.
Printer
Is there any way your app supports the dot matrix printer?
Wochenbeginn für Analytiks
Hallo Zusammen, ich bin relativ neu bei Zoho. Bin gerade dran an meinen ersten Analytiks. Klappt auch ganz gut aber habe folgendes Problem : Es ist Sonntag heute und ich möchte gerne sehen, wie viele Leads diese Woche rein gekommen sind. Wenn ich dies
GDPR - block/disable cookie
Hi, regarding GDPR vs cookie notice. Normally the customer/visior can choose the option to block cookies etc. Is there any possibility to block zoho cookies while using an non-zoho cookie notice bar? we're using Zoho forms, salesiq and campaigns - everything
fill in fields
can the content of one field be copied into another? We want to fill in a field in the opportunity and that it also be filled in the account field.
Zoho One, Zoho Books - Auto scans - how many?
How many auto scans are include in Zoho books with a Zoho one subscription? Thanks
APAC Online Workshops- Actionable Insights On Customer Support Performance
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next
outlook setup
tried many times to setup my mail on the outlook....but i failed....although i followed the demo video you r sharing to make the same.... but unfortunately cant send or receive any mails from the the outlook on my computer. please help thanks marwan
Survey linked to activity
Hello, is it possible to link the results of a Zoho survey to an activity/event in Zoho CRM? Thank you, stefano
Lead conversion automations
Hello, upon converting a lead to a contact, I'd like an email to be automatically sent to the contact. i have my template set up and record action set, but its not triggering. should i have the record action and template in the Leads module or Contacts
Default Font
1) Is there a way to upload company font and set as default font for all communications from all apps, or at least the Zoho One included apps? 2) I'm updating the email templates in Zoho Books and cannot figure out how to change the font. These auto-emails
Zoho Sign API usage
Hi, I have a client who wants a digital signature solution, and he found Zoho's site and suggested Zoho to me. It is new to me. Is it possible to implement the Zoho Sign API independently, that is , without needing to have a full CRM account, etc? Also,
Receiving Forms
Where do i indicate the email where I want the form to go back to once it is submitted. For instance I have certain forms I want submitted to certain team members. How would I indicate those emails in each form?
Connect a survey with an activity
Hello, is it possible to connect a survey with an activity. I have a name for that event activity and wanted to link a feedback survey to that event. Is that possible? Thank you, Stefano
Zoho Analytics Query Table
Hi How do you add custom values in a column? I want to create a new column (does not exist in any data) which shows todays date. Normal SQL Function: INSERT INTO table_name (column1, column2, column3, ...) VALUES (value1, value2, value3, ...); From what
Zoho People non-users
Hii I have a staff of 20 people who are not a system user, how to add non-users in zoho people. How many users i can add as a non-users in zoho people or in any zoho CRM, zoho desk. Thanks
Zoho One iOS app - Choose Organization Setting
How do I enable a second organization choice in the Zoho One iOS app under Settings? I am working for two Zoho One enabled companies. Thanks!
Attachment links in Campaigns
I see lots of articles that say this can be done, but not any that actually show me how to do it. I tried to chat this morning and was sent a link, but I tried to follow it. I just get in a loop. I don't know how to place my tinyurl in the document.
Tying Form to Google Ads Conversion?
We're running PPC ads that go to a Zoho Sites page and the landing page has an embedded form. That part is working beautifully. Those are getting marked as conversions and the UTM info is coming through in form completions. The challenge is, I also have
Zoho desk mapping domain - Cname nor recognized by Zoho
Hi, I am trying to map a custom domain for our portal, but I keep on getting this error: The cname appears to be correctly setup however: It was done a week ago and still not working. The subdomain is also created on the hosting provider. What am I missing
Attach Products to Account and be able to update fields on that product for THAT Account only
I am looking to attach products (like 'QuickBooks') to an Account. But once I attach that Product to the Account, I want to also be able to set Account specific info, like # of user Licenses and Version, to that record. If this Account has 5 different
How to find Organization Owner?
How can we tell who is the Organization Owner for our Zoho account?
Complete remove the user
Hello, There is some user already inactive in list. Could you please advise how to complete their record in Zoho Directory? Thanks!
Global Change Communication Missing for Zoho One license holders
Hello, There is a lot happening at Zoho and we are seeing that everyday via blog post, announcements, video of Youtube. It is quite difficult to keep an overview of all the changes across the apps. When we are Zoho One users, Community are the only valid
How to bulk update Company field?
It happens to me daily that I add new contacts to the database. Later, I want to associate a bunch of those contacts to a company. How can I associate all those contacts to one company at once instead of one by one?
some of the field(s) were broken - error
Hi all, the automatic sync runs between CMR and Books went well without errors last light (every two hours) but now out of a sudden we get an error message: "Some of the field(s) were broken while syncing Items with Zoho CRM" Opening the message is giiving
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