Set maximum capacity events on Zoho Forms?
Zoho One subscriber here. Currently i use my own domain/hosting solution, in conjunction with embedded Zoho Forms to build registration websites for live, in-person meetings. I am looking for the simplest way to add logic to my registration forms which allows me to set a maximum capacity for each meeting offered on the page. So, for instance, the Zoho Form might offer Meeting A, Meeting B, and Meeting C via a radio button selector. Each Meeting should have its own registration capacity which, once
Another Zoho Bug: Zoho Assist can't upload logo
Using Safari or Chrome on Mac, trying to upload a company logo of correct dimension fails, throwing this error in console: vendor-core.js:1 Uncaught TypeError: t is not a function at a.i.validateLogo (setting.js:1) at onChange (setting.js:1) at Object.<anonymous> (vendor-core.js:1) at p (vendor-core.js:1) at vendor-core.js:1 at S (vendor-core.js:1) at _ (vendor-core.js:1) at C (vendor-core.js:1) at R (vendor-core.js:1) at kn (vendor-core.js:1) This is due to
Support the co-edit option in Zoho Forms
Hi Team Zoho form, I've just learned by the support, that the structure of the form can be modified only by the form's owner (creator of the form) which is not convenient when working in a team. Through my request, I would like to make you a request for improvement. Currently this penalizes us in our quick actions and we have been forced to go through external forms like gravity, which involves an additional cost. So if you can plan something, it will be great. Thanks for your help Have a nice day
Removing Apps from home screen
How can I remove unused apps from my home screen? I've seen numerous requests for this, spanning at least three or four years now, with no solutions or answers from Zoho. This should be really simple to do. Why is Zoho ignoring its paying user's requests for this?!
Blueprint mandatory follow up task problem
I have a stage for a lead called "contact in future". If the agent chooses that stage I would like it to not only make notes mandatory but also create a follow up task. I am able to click on the "during" and "+add" and then "associated items" tasks BUT when I try to make the task or call mandatory with validation rules it does not work. They can leave a note and totally ignore the follow up task portion and the system does not give a warning and lets them continue. Any one have an idea on this?
unable to sign up new users in Zoho One People or Admin
I have attempted 10 times over the last 5 days to sign up JUST ONE new Employee in your People and/or Admin Tool. when the New Employee get's "unable " screen from Zoho, I have deleted the account and started over... with no success.... VERY POOR 1st time Experience. NOW WHAT?
Cannot change First Name in User Profile
Hi, I have been trying to update our users, so that the naming conventions are the same for all, but am unable to change the First Names of any users. The field is highlighted red and when i click save, i see an message that an error occurred:
Zoho One User Admin doesn't save Language
In Zoho One, Admin Home page >> Users, when I edit a user and change the Language value to "English" it appears to save. But reloading the page or coming back later shows an empty value next to Language.
Is it possible to create a function to put the space in a UK postcode if entered wrong?
Is it possible to put a space or remove duplicate spaces in postcode entered into Billing Code? examples of incorrect postcodes: YO223BT should be YO22 3BT or if someone typed YO22 3BT > YO22 3BT etc... If this were javascript I would use: string.replace(/(\S*)\s*(\d)/, "$1 $2"); which would put one space before the last number in the string. Is it possible to do similar in a function?
SalesIQ lists wrong user as Owner
I'm my organization's owner (see screenshot). Yet one of my colleagues is mysteriously listed as the organization owner in SalesIQ. Both he and I are listed as Administrators.
Multiple Projects Org
So I want to use Project for 2 of my companies.. Also in the future I may make some for clients.. (other apps too). How does that work? I have ZOHO One now.
Help desk doesn't process anonymous tickets
I have our Helpdesk set up to allow users to create tickets without having an account. When a user does this, the success message appears along with a ticket number. Problem is, no ticket is created, and the user who created it isn't notified.
Using Zoho SDK for Zoho One?
IS it possible to use the Zoho SDK/Rest API for communicating with Zoho One?
Custom field in linking module.
When I created a custom field in the linking module when I created a record, I began to receive internal error. Api name of field is correct. What is wrong?
Webchat - Google AdWords
Hi there, can anyone tell me if a chat is available that will allow us to track how the user reached our webchat (for instance by clicking on a Google AdWords) We currently use SalesIQ but this information is not available through this?
Zoho One: Can't manage non-admin users
Purchased 10 annual licenses for Zoho One. Nothing but problems related to this buggy platform. The latest one is that when I (as Super admin) click on a regular (non admin) user in Admin Home (https://one.zoho.com/zohoone/securonet/adminhome#/users), it quickly flashes the "loading" dots, then shows "Select a user to view details." If I make a user admin, I'm able to edit the user record normally. We reached out via chat to Zoho, only to be told there is no chat support for Zoho One customers; we're
SalesIQ: Can't remove logo and icon
From https://salesiq.zoho.com/securonet/index#setting/company page, I cannot remove the logo and icon I've uploaded. There's no delete option showing.
Additional Email IDs in ZOHO One
I'm Zoho One User. Currently only 1 employee. I want to have additional email IDs for using. like no-reply@xyz.com, sales@xyz.com I do not know how to proceed. Alias is not the solution. As it is cluttering my inbox with unnecessary emails. I'm ready to buy additional email liscences.
Email gone to white on black...like Incognito. Other features are normal. Then it said Too Many Tabs...???
Suddenly my email site went from white on black...normal...to black on white. All of the features under email are black. When I shut down, reboot, etc. Everything else on the site is normal. I had only begun to send some emails and set up templates when it wouldn't let me do anything else...Too Many Tabs???? Appreciate any input.
Want to upgrade, but Zoho insists I have 2 users. I only have one (have just deleted another)
It trys to redirect me to a page that says manage your users, which does not work. thanks.
Zoho CRM: Lead 'expiry date'?
Hi, A quick question, is it possible to define an 'expiry' date for a lead in Zoho CRM? Allow me to explain with an example, imagine during a conversation/fair a lead is entered into Zoho CRM but from the conversation it's clear that the lead is in need of a solution/proposal within 2 weeks, thus an 'expiry date' would be an interesting feature - which basically should change the status of Lead to Closed of some kind. I understand that a note can be made which outlines that this lead shouldn't be
FEATURE REQUEST ZOHO CONNECT
Hi, We've been trying to solve an issue in the office and now realise it's currently not do-able. We use Office/Outlook 365 and would like to be able to sync both events AND tasks from Zoho Connect to our personal calendars to make it a lot easier to keep track of things. We have tried Zapier but its only one way - if we delete a task or complete it on connect then it still remains in outlook which isn't ideal. It would be amazing if we could move tasks from Zoho CRM onto Connect as well by dragging
Link tickets to incidents.
Is there a way to add a table of sorts to a customer that will be used in the back-end to classify the ticket, example support, new server, email issues, etc. This will be unique to different customers based on the different needs.
Extremely Slow
The 3 people in my office use 3 different email programs (eM Client, Mozilla, Wiindows Live Mail) and all three of us are experiencing email issues, from freezing, slow to open, unable to send, and we've been having to close and reopen the program multiple times a day. It will also crash and freeze. I've found old threads that complained about similar issues. Does anyone have a fix?
Your email address is already registered as administrator under the Organization
Hello support, We are trying to sort out the issue with a user I am trying to create on zohomail This is the error received when clicking the Invite link: Your email address(info@theroyalrestoration.com) is already registered as administrator under the Organization . To join the organization The Royal Registration, you should delete your existing organization but I never created account with same email address and when I am trying to reset password of this account associated with this email id then
Change original domain
Hi! When I first created my account within Zoho, I used a domain that doesn't exist anymore. I was able to change the old domain to the current one, but here and there I still see the old, original domain written in some places. Is there a way to completely shift from the old, original domain to the new, current one? Thanks. Regards.
Importing Quote data
I am attempting to import my quote data into CRM - Quote module and my import fails to identify the account. I have tried using the account name, account id as loaded, and ZoHoID number (obtained through an export of accounts). Am i doing something wrong or does it simply not function?
Converting Custom Module Lead to Contact
Hi Zoho, Wondering if it's possible to use the below on custom modules instead of just on the "Leads" module. I couldn't find anything in the help documents. <response> = zoho.crm.convertLead(<lead_id>,<values>,[<connection>]);
Creating a campaign
Hi, I am trying to create a campaign using a template to add text and images, I can do this easily however I cannot find an UNDO button or back button. Yesterday I positioned some text and an image and I wanted to change it but I couldn't and I ended up deleting the whole template and starting over. Is there an UNDO/delete option anywhere? Thanks Jackie
How to perform action when lead has no campaigns
I am trying to write a function that looks to see if a lead has had any campaigns assigned to it and if so, change the status to "Attempted to Contact". The code I am using is below: relatedCampaign = zoho.crm.getRelatedRecords("Campaigns","Leads",LeadID); info relatedCampaign; if(relatedCampaign != null) { info "found something"; LeadUpdateMap = Map(); LeadUpdateMap.put("Lead_Status","Attempted to Contact"); updateResp = zoho.crm.updateRecord("Leads",LeadID,LeadUpdateMap); } else { info "nothing
Mail Group , automation assignment
Dear Zoho Team, i have a company email , putting on website , so customer can send email to this for consultant on products. I would like to assgin round robin to staffs of sale teams. Though i try a few way ,but still not good : 1/ Setup group in Zoho Mail Admin, it will send email to all staffs in group . But round robin automation asssignment is not possible, leads is leaked . 2/ Setup that email in Zoho desk , and set rules, it satisfy our needs. Only problem is that team needs to work with
Manage Customer in Amniscient
Hi There, What is the only right that Amniscient super admin keeps while managing its customers'? Is there way, that super admin extends all of its administrator rights to the employee?
Zoho CRM task to Zoho Connect Task , less restriction
Dear Connect & CRM team , As we can add task from CRM to Connect task , but there is much restriction such as , only 1 assignee, no comment, no timeline , no file , .... . As the task needs teamwork to solves , manager tracking . All of fast tasks across all Zoho except Zoho Project, we manage it in Connect. Tasking for customers in Zoho CRM is super poor , so if possile , we would like to have Zoho CRM task functions are same as Connect as part of Zoho CRM module. OR at least, when it is pushed
No Zoho Calendar in One ?
Hi, For time management purpose, we are currently using an excel sheet to setup all meetings during a big event. We would like to use something like a shared calendar. I thought of using Zoho Calendar, but I can't see it available in Zoho One (I'm admin). Is Calendar no more supported, or is there may be an application that could resolve our problem ? Thanks
Zoho Vault in EU ?
Hi, As Zoho One in EU, we take care to use the EU version of Zoho, so we can keep the EU rules with us. However, when logged in Zoho One (screenshot with browser EU), I notice that double logging in to Zoho Vault browser extension uses the .com instead of .eu. - Is there a reason for that? - If Vault requires the .com, does it means it's not in the EU? How can I change Zoho Vault extension to use the .eu and not the .com? Thanks
Brand Limit in Zoho Social
Hello, I tried to add another brand in my Zoho Social (Zoho One Account) and it asked me to upgrade. Is this normal?
Is there a simple way to automagically integrate all Zoho One applications?
We have been on Zoho CRM Plus for over two years. We recently added Zoho One and are on track for complete and total assimilation (resistance is futile!) by the end of the year. One issue we've noticed is that integrations between applications is not seamless. Is there a way to simplify integration between CRM and other modules, such as Projects, Campaigns, Desk, and others?
Tasks v Desk v Project for Freelancer - Ideas please.
Hi, I'm a freelancer. I have an established client base and I use Desk for their support issues, Projects for major projects but there are some jobs, such as adding a new feature to an existing system that sort of seem to get lost between Desk and Project. I want to keep track of these jobs and assign them clients so I cankeep track of them. Any other freelancers out there who have this issue and how have you solved it?
I want to migrate my Free CRM account into my corporate Zoho CRM account
I want to migrate my Free Zoho CRM account into my corporate Zoho CRM account. What is the easiest way to migrate all data from the free account into my corporate Zoho CRM account, which is managed through the ZohoOne platform? Thanks Tony
Filtering Deals by fields not in deals
Hi, I'm looking at filtering deals in Zoho CRM by field parameters that are in other modules. For example, the industry of the company related to the deal is located within the "Companies" module. Would it be possible to filter out deals by a certain industry? Thanks
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