Showtime Admin
When I go to Showtime application, here is what I see. None of the links are clickable.
I cant get past first page of the setup
Hi I cant get past the first set up page because once I chose the portal I am unable to chose done and move to the next step. See attached image.
Remove the create option from portal settings
Hi, I just created my first portal for the CRM contacts module. The idea is to give customers access to certain fields so they can change it themselves. However, in testing it seems they are also able to create new contacts, which is not what we want. If I change the permissions in the configure portal options, i can deselect edit & create, but if i try to select just the edit option, the create option immediate switches on too. What am i doing wrong here?
Filter LookUp Field
Hello, I would like to filter lookup field using Deluge i tried doing it using below code but it just clears the records in the field it doesn't filter the records. Code: for each rec in Product_Master[Units.contains("Mtr") && ID != 0] { match = count(Product_Master[Units.contains("Mtr") && ID != 0]); if(match>0) { input.Product_Master:ui.add(rec.Design_No); } } //Units is the Drop Down Field
Field Mapping CRM to Project
Is it possible to map custom fields from the CRM to Projects? When a Deal is won I would like to create a Project based on the Deal. I would like information from the Deal to be populated in the associated Project. If the data cannot be mapped is it possible to create Lookup fields in Projects with the CRM data? Examples: Deal: Providing a Training to a Company Contact in Deals to Contact in Project Date of Service in CRM to Date of Service in Projects
Simple Custom Function won't Save/Work
Trying to create a simple Custom Function. It is written as follows: sendmail [ from: zoho.adminuserid to: "txxxx@xxxx.com" subject: "New Request for Estimate Available" message: "Name : " + input.name ] And I get the following error: Failed to save the function Variable 'name' is not defined Line Number: 6 I've read countless Help page/articles and this is how it says to write it and that it should work. Why isn't it woking? Any help greatly appreciated.
Campaigns are not firing
Anyone happen to know why a workflow wouldn't fire? Emails are not being sent. SMS messages not being sent. Zoho Flow not executing.
All merge docs from Zoho Forms are not working
Today, possibly due to update, all merge docs associated with Zoho forms were not delivered to clients. This is a MAJOR fiasco. Please have someone contact me asap to solve this.
User ID
viewing a downloaded file requires a password based on my user ID. How can I find my user ID?
How do I re-add a user when I delete it?
I had a user and I deleted the account during the trails. But when I am try to add agaun, the system says the 'user exist' but doesn't display. Best Shyam
Workflow Rule Limits
We have a workflow rule that sends out a series of e-mails, tasks(lead owner) & letters. Once we hit the limit of 5 timed actions we can't add anymore. What we have done is in the last (5th) action it does a field change in "lead status" to long term. We added a second condition "if lead status = long term" it will begin a series of other timed e-mails. It appears this isn't working. If this can't work this way what would be the best practice solution.
Zoho workdrive's New file trigger is deprecated.
Hi, We have successfully used the above trigger in Zoho Flow. This is now deprecated since last month. This stops our reminder process. Do you have a replacement for this trigger? What alternative solution is available ? Thank you.
Request time already booked
Hi there, I want to set up a way that if a client wants a time and a resource that is already booked they can request a notification if the booking gets cancelled or rescheduled. So let's say John wants to book Chris for 2 hrs on Tuesday starting at 1pm, he checks and see's that Chris is free so books him. Later that day Jenny also wants to book Chris for 3 hrs on Tuesday starting at 1pm. Is there any way that Jenny can register an interest and if John reschedules meaning Chris is now free that Jenny
Cannot Copy and Paste into Task Comments Field
Was just trying to copy and paste comments into the Comments area for a task using Chrome. I can select paste, but nothing ever shows up. I assume this is a bug? Thanks
How to make a Campaign workflow process invoke a webhook?
I can't seem to find any process in workflows that would allow me to kick off a webhook. I have set up a webhook under "Settings", but can't seem to find a way to associate it to a campaign as an action/process. Can anyone tell me what process might include an option to invoke the webhook?
Point of Sale
I am looking at Zoho One as a possible replacement for our current ERP but cannot find a POS app suitable for my wholesale business. Most orders are placed on the phone and by description not part number so Boolean search is a must. Is this available or under development?
Please add What's New Page so we can track updates
hello, can you guys create a what's new page so your users can track how the application is being updated. Thanks.
Field Mapping To Templates
*EDIT* Problem solved: %Subject% not %subject% I would still love to see a list of all fields because a lot of them are not that obvious. Is there a way to map "Subject" from the Estimate to a custom template? I'm using the "Custom Template" option and I don't see %subject% or anything like it as an option. I'm pretty sure that I'm seeing Subject on some of the pre-made templates so it seems like it should be there! Is there a list of all available field names that can be mapped to a template?
Zoho One
I transitioned to Zoho one from Zoho CRM & Zoho Recruit thinking I would then be able to streamline and automate my business processes across what looks like a very impressive set of Apps. My trouble is while I know what I need for my business to run smoothly, I am seriously struggling trying to figure out how to make this happen through the various apps provided. I am a recruitment agency for the hospitality industry that primarily takes care of large seasonal recruitment drives for my clients
generic email accounts (not aliases, not groups)
Dear Zoho, I just opened a trial Zoho One account and I'm having issues setting up generic email accounts. These accounts aren't used or accessed by regular users, but are a must for our organization. For example, info@domain.com, sales@domain.com, scanner@domain.com, etc... Please tell me there's a way to create this accounts, otherwise Zoho One's pricing is a non-starter for us ::sad:: Thanks, Sergio
Way to automatically assign a status after Time Open hits a certain point?
I'm trying to put together a "queue" of tickets that have been open for longer than 72 hours (not including hold time). What I would like to do is automatically assign a status to a ticket if the Open Time hits 72 hours. Is there a way to do this? Or am I looking at the wrong place?
Verify a domain that is hosted in Crazy Domain
Hello, I'm trying to verify my domain of a website that is hosted in CrazyDomains. The TXT has been added and it's been over 24 hours but still says Verification Failed in Zoho. The website was built using Wordpress but hosted with Office365. Thank you. Joymie
Change email address in Zoho account
Hello, We have 2 different Zoho accounts and we're trying to add users in Company 1 to Company 2. Each user has been assigned a Company2 e-mail address. However, one of the users have their Company1 email address registered to Company2 and there has been a conflict adding them to Zoho Apps saying that the "User is already present in another account". I also got another error message but I'm not sure where I can remove the user from other Zoho Meeting Organizations: Is there a way I can change the
how much of this is included with ZohoOne membership?
Every page/ option says pay more, for example, the add logo section says pay or start free trial. Is this included in ZohoOne?
Freeze columns in Summary Report
I have build this public facing report https://culytics.com/blogs/cu-peer-comparison-dashboard to compare the performance of credit unions in US. When people scroll, the credit union name also scrolls. This makes it difficult for users to see which credit union are they seeing the results for. Is there an option to freeze the columns - just like one would do in Excel, so that when people scroll they always see the credit union name. Thanks
Allow easier update of fields and field options for modules and blueprint
I have several suggestions where zoho can improve updating fields 1. In Blueprint-allow for field options to be edited in info/states. This includes allowing for delete, edits, addtions (additions already an option. THANKS YOU ) Here's why. When updatiing or creating blueprint, a lot of ideas start shooting off as you exprience how your process will look and feel. These ideas will lead to new field options, deleling/editing existing ones. Having to go and open module editor to update the field
Using Teams with Projects
I'd like to be able to use teams to filter projects, but I don't see that option in the project filter or the project custom views.
Refresh Authtokens generated by Zoho CRM
Hi, After some troubleshooting i ran into a problem. 1. I have a Zoho One account with the apps Zoho CRM and Zoho Books activated. 2. i went to https://accounts.zoho.eu/u/h#sessions/userauthtoken and there were no active auth tokens 3. i wrote a small custom function in Zoho CRM, where ofcourse the orgId and estimate_numbers where filled in with the correct values: info zoho.books.getRecordsByID("Estimates","orgId","estimate_number"); return "";4. The script returned the Estimate and it looked fine
Search for members to follow
Is it possible to search for a Zoho Community member by name to follow them? I attended a Zoho Users Group meetup today and wanted to see if a presenter was giving their pearls of wisdom somewhere in the community pages.
Authentication Token
Our Developer is working on custom functions to exchange data between Projects and Desk and we have Blueprints set up in Desk and need to invoke transitions from Projects. Our Developer needs an authentication token, preferably the same token, for Projects, Desk and Blueprints in Desk Is this possible? I raised this as a ticket request 28 days ago but have had no response.
Zoho Webinars
In my opinion, Zoho just needs to stop with the online seminars. I have had NO luck attending them. My history of some of my issues: 1. I can't understand the presenter. I am in the US. I assume a large part of your clientele is as well. Give us only seminars we can understand. 2. I can't connect because...you're in India. My IT department isn't willing to open up the country of India for me to watch a Webinar I can't even understand. 3. The webinar won't load. Just today I had
Managing multiple applications in Zoho Creator
I have an application to manage some terms and definitions. Background - Here is the structure of the application. Base application where the entire use community has access and can contribute terms and definitions. – the app you developed. This is accessible from dg.culytics.com Then this base application is cloned/duplicated for specific groups, where only group members have access to it and they can manage the terms and definitions that are specific to them. Management of these applications
How to search or filter notes in a contact record (individual)
Is there any way to filter the notes in a record or search through them? Almost all other CRMs five you the ability to search notes.
Two Territories, One Account Owner?
We have a sales person who will now be overseeing 2 territories for the foreseeable future. His existing territory (T04) is Ohio and Pennsylvania; the new territory (T17) is New York and Connecticut. I recently ran a couple of tests and found that both territories are assigned to the accounts, not T04 for the OH and PA accounts or T17 for the NY and CT accounts. We'd prefer to have the territories assigned individually. Is this possible? Thanks! John Galich
Add description field to each workflow
hello, I have a workflow that has 25 different conditions. Different actions happen based on the criteria set for each condition iteration. 25, and that still doesn't cover 5% of my requirments. Now The WF itself has a descriptions, but it will be more wonderful if we can get description fields for each condition so you know that the differences are and how they differ, and how they affect your whole workflow. You already have this going in Blueprint where eeach transition has its own descriptions.
Admin Training
Hello, I would like to get admin training on Zoho Projects. Has anyone had success in finding a class or resource for something like this? Are there any partners out there that offer this kind of training?
Custom Client Portals
We implement quite a lot in the Building and Construction industry and we had about 200 builder clients. This is where the idea started, but then we had some finance companies that wanted to also display data from custom modules. The key requirements are to 1. Create the portal access from a custom module, client and subcontractor access. 2. Pull data/fields from custom modules. 3. Enable or Disable records from appearing in the portal from CRM. 4. Have attachments associated to the portal, so
Mailgun Integration
Is there an out of the box integration for Zoho CRM and Mailgun? We send a lot of transactional mail via Mailgun and would like copies of it in the CRM.
Calculating Time Passed
Hi, I collect two fields - a date field and time field. I have a workflow to load a previous record and loading the previous dates into the current record. How could I combine the two and determine the time passed between them? Current Date: Current Time: Previous Date: Previous Time: Ideally, I would like to do break it down into hours:minutes. Thank You Chris
Gmail sync for existing candidate emails via label folder
Need a feature wherein old profiles from my Gmail (G Suite / Google Apps) mailbox can be easily synced to Zoho Recruit. 1. Zoho Recruit would add a label in Gmail called 'Zoho Recruit'. 2. I place emails in this label/folder. Any such email from a new email address would be automatically created as a new candidate in Zoho Recruit. Freshteam has this feature. https://support.freshteam.com/support/solutions/articles/19000070840-syncing-gmail-with-freshteam It's by far the easiest way of bulk adding
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