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
Pulldown as a Number
I've researched and can't seem to find the answer. I have a picklist with 4 values. 0 .25 .50 .75 Basically capturing quarter inches. It seems to be keeping them in string and would like to convert to number on my form. I tried Tonumber(0) Not sure where or to
Demystifying Active Directory sync
Active Directory (AD) is an on-premise user data store that is generally used by organizations to manage user identities and groups. Organizations that have been using AD servers for a long time will have grown very dependent on the service, and will have a hard time shifting to modern, cloud-based solutions. The best way for these organizations to move to a cloud solution like Zoho One is by administering their users in Zoho One's admin panel, while maintaining their data in their on-premise AD.
Conditional Formating in Summarize Tables
In Zoho Analytics, Conditional Formating can you use formula e.g. color bottom 25% cells red, and top 25% cells green. Thanks, -Naveen
Field Servicing Tool in CRM - Check this out!
It is a little early to show case it, as we're going to be adding a few more bells and whistles over the next couple of weeks, but I wanted to give the Zoho Partners a sneak preview. This will be our 24th Widget developed for Zoho Partners. I has to be my favorite so far. Yes it's a scheduling tool in CRM. Why? We waited for the new field servicing app before deciding to go down this path. We evaluated if we integrated with the new app or if we built a widget in CRM to meet our client
Zoho vs salesforce
https://www.cloud-empowering.com/blogs/post/Zoho-vs-Salesforce?fbclid=IwAR1Xa-dbF3F5uSryOvEG34Fgi_JqTWiqCgUXRyTYTYyAu5Yp05SEd2L9GMk 原文中国語なんですが ZOHO と salesforce比較記事がおもしろい特にこの価格表がわかりやすい 翻訳すれば読めます
Integration JumpCloud and Zoho One
Hello, Is it possible to integrate Zoho one users with JumpCloud? Regards
Allow calls to be auto-created in blueprint
In blueprint, you can create tasks and email notifications, but what about calls. For instance if your process includes calling leads a week after your first email to them, can we please automate this so that as the lead is added, the followup call is also creeated? That way you don't forget to create it, and you don't forget to make the call. Thanks
Zoho recruit chrome plugin and gmail attachments
We are new to zoho recruit. We have worked with several ATS and they all have the ability to parse a resume directly from either their own inbox (IMAP) such as in PCRecruiter etc, or using a chrome plugin like in Google hire. This allows you to match the resume to the job, straight from the email. With zoho recruit i only see the following options: 1. forward email to a generic to a zoho parsing address (this does not match the candidate to a job automatically) so you now have to go into the recruit
FEATURE REQUEST: push Zoho CRM Feed comments to Cliq
We need a way to integrate all the comments/notifications within the Zoho family of business products. Including: - Pushing Zoho CRM Feed comments to cliq - push Zoho Sheet comments to cliq Additionally: - Perhaps have the Zoho CRM Feeds as an additional channel where comments are shown - Anyone tagged into a Zoho CRM Feed comment will have a direct message sent to them in cliq
Configuracion Z.Sign
Buenos dias/tardes/noches. Queremos implementar Sign en nuestra forma de trabajar. Lo que necesitamos es que el técnico, en casa del cliente, pueda generar automaticamente el contrato y este lo pueda firmar. Hemos visto que se le puede enviar al cliente, pero también queremos que una vez finalizada el tecnico le pueda hacer firmar el contrato, parecido a cuando te traen una paquete a casa y firmas en su movil/tablet. Resumiendo mucho, tenemos 3 “packs” de contratos, y la idea es que segun lo que
Multiple Organizations w/Books
Does Zoho One allow for more than 1 organization in Zoho Books? I see my default company says "Zoho One Enterprise"next to it but another company says "Trial". We have one company, but multiple lines of business that we keep separate for various financial reasons. Thanks!
Z.Survey: Can I change the title of the pop-up?
Can I change the title "Take a survey" of the pop-up?
Object Detection field - really working?
Hi, i just played araound a little bit with the object detection field (see attachment). i uploaded 3 very simple images that contain objects in the list of detectable objects... does not really work - or is there something needed to be enabled first? kind regards, Lambert
how to add several users to the same email address
Hello, I have set up individual email addresses for the members of my organisation however I would like to know what to do so that several users can receive and send emails from the general info@ email address. Thank you in advance! Elodie
SENDING payments
Hello! I am curious if there is any way to transfer money to other people. I know there are many solutions to receive payment, but I want to know if there is something that can do the opposite. Does anyone know of some intergration that can do that?
Importing users - Best practices
As we discussed in our earlier forum announcement, the easiest way to onboard a large number of users to Zoho One is by importing them from a user data file. Zoho One allows you to import users from all the common types of user data files—XLS, XLSX, CSV, and VCF. It also supports ten different encodings, allowing you to import data in almost any language. To learn more about importing users from the Users tab, go through this step-by-step guide to importing users from our Knowledge Base. Meanwhile,
How do we provide a invoice to our ticket buyers? How do we download tickets sales reports?
How do we provide a invoice to our ticket buyers? How do we download tickets sales reports? How can we actually call and speak to someone in support instead of emailing and filling out these forms!!
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