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Access To One Drive (Business / Sharepoint) Inside All Zoho Products
A vast number of businesses are switching to Office 365 with Sharepoint and Onedrive included. At the moment getting documents in and out of Zoho requires us to upload download via the local PC. At the moment you do have One Drive within Zoho Desk, but not Creator and it is only a personal one drive account, a business One Drive will not work. If it did, then I could access Sharepoint files without having to go back to Synced files on my PC. The only reason we have synced files is due to programs
Unable to set repeat reminders
I’ve been trying to set a daily reminder on one of my notes, but keep getting an error message (picture attached). Anyone able to help?
Is Zoho Notebook part of Zoho Creator, or do I have to pay for separate subscriptions?
Our company uses Zoho Creator, and I have an admin account on there. I was just trying to figure out if I will have to pay for Zoho Notebook separately, or if it is included in the fees for Zoho Creator.
Text snippet
There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email.
iPhone OS can't change font
Hello, I have set a default size and font in my online setting and this seems to be fine for my Mac OS desktop version. I'm using approximately a 16pt non-serif font which is fairly easy to read. However, on my iPhone, it is a small serif-font that is
Many to Many relationship from Accounts to Contacts
I am really frustrated by the lack of detailed documentation on the Many to Many relationship created by the Multi-lookup field. I have watched the video several times and still can not get the data to look the way it is in the video. What we need: one contact can be associated to more than one account one account can be associated to many contacts (default in the system) one contact can be associated with more than one Contact Owner. When more than one company is associated with a contact, each
Does Client Script work on Zoho CRM Portal?
Hi ! I create a new module to use at customer portal. But Client Script looks not work. Please help me clarify, thank you!
Shared Mailbox - CRM
How to link an email sent to a shared mailbox with a contact or a lead in CRM. I tried with Teambox, the extension does not. I tried with shared mailbox in mail, this was disabled by the support because not planned. Please give me the correct way to do
Email id
My old email id from which i logged in is no longer available with me. I want to change my email id but i am not able to do it. Can somebody provide any assistance?
Grouped Files are completely missing
I made a new note and suddenly all the other notes in groups in that specific folder had suddenly vanished, not in the trash or another folder, completely gone for good, even on the web version. What happened and please how can I get these files back
How to schedule reports to email directly to clients
I'm scheduling reports of activity on a client's account which is working fine. I would like to automate this report to go directly to my client, but cannot see how to do this, either in reports or in workflow. Is this possible? Alex
Unleash Your Innovation: Join the Zoho Developer Hackathon 2024 with SalesIQ
Attention, SalesIQ Enthusiasts! The Zoho Developer Community Hackathon 2024 is here, and we are excited that SalesIQ is a part of this global innovation platform along with other platforms like Cliq Platform, Client Script, CRM Functions, Extensions,
Create journey and use history data of website (e.g. page visited)
I'm trying to figure out how to create a journey that allows me to do something (e.g. top up lead score) based on something the contact did before he filled in the submission form and actually became a contact. Example: anonymous website visitor visits
Restrict access to workspace
Hi I have a Workspace - I'd like to restrict access to this workspace to myself (the account admin) and 2 of the 5 organisation admins i.e I have workspace I'd like to keep 3 of the org admins from accessing. I don't want to change the 3 org admins to
Adding Leads via ZoomInfo Get Created under a Different Owner in Zoho CRM
Hi! Whenever I add leads to Zoho CRM via ZoomInfo, they always get assigned to a different contact than myself. I want to be the lead owner and am struggling with where to fix this. They always get added to the same owner. Thank you!
Hiding the default navigation bar
I would like to hide the default navigation bars on my html page views and replace them with my own custom navigation on the html page itself. Is this possible? I have tried hiding all sections in Application Settings --> Sections but the bars are still there. Thanks.
Zoho Notebook Will Not Open After App Install
I am a new user of Notebook. I was able to successfully import my data from Evernote and the product is working well on a Windows 11 computer and Pixel device. I have also installed Notebook on a Samsung S6 lite tablet however the software freezes on
Email Parser
I have tried email parser with the help of youtube. i setup a new rule for the email parser and sent some test mails. But ending up with the status Rules not matched. Kindly help me on this
Feature request: map, calendar, list view
A) It would be great if I can view notes according to location. Just like in iOS photos I can look at a map and zoom in and see pictures taken at that location, it would be useful to see notes created at certain locations. And the ability of turning this
Apostrophes stop Analytics dashboard rendering when embedded in Creator
I have an Analytics dashboard which I am embedding into a Creator page, prefiltered to the organisations that the user belongs to. This works beautifully, except when an organisation name includes an apostrophe, at which point the Creator page thinks
User data loss
Hello Zoho Team, After the scheduled server maintenance you had, half of my Zoho notebook notecards are gone, not showing in notebook desktop app, notebook web app. And not even in the trash folder. It had some important notes related to my studies. This
Zoho Gmail Extension Not Working Properly
Hello. I am having an issue where the zoho extension added to my gmail isn't working properly. First of all, I cannot open the notebook from the sidebar. I did in the beginning, now I have no idea how to open the notebook. And added some things. Now it
zoho notebook freezes alot
i was happy that I have found a replacement for Evernote when i discovered zoho a week ago, but now things are falling apart. The notes freezes alot. I've not been able to do anything with zoho since yesterday. I use android. Any help? Or should migrate
Zoho CRM - looking to create a custom module to replace the out of box Notes feature
Hello, I am looking for feedback and ideas from the Zoho CRM community regarding my dilemma . . . . our sales team uses the mobile app daily to conduct their business. Each rep is required to enter notes to track their activities/engagement with potential
is Zoho eCommerce dead?
Hello, we have Zoho eCommerce in our Zoho One Suite. After a year's break, we took a look at Zoho eCommerce this week. Very little has been developed. The normal eCommerce 2023 standard features are missing. Ok, Zoho eCommerce cannot be compared with
Update a field everyday
Hi, I have a field called “Estimated Shipping Date”. This field is the result of the sum of today + field —> “Today + CPQ Days”. I have a function called “SHIPPINGDATE”, that is activated via workflow rule when “CPQ Days” field is updated. However, I need to a workflow rule that activate this functions everyday at 0.01am, if the stage of the deal is “En Revision”. I have my deals under revision for a few days, so I need “Estimated Shipping Date” to show the correct date, so in order to do so the
Report Hover Setting
Would be great if we will able to show information to the user while hovering a record in a report.
Bulk Importing Personal/Shared contacts via csv or excel
Hi, Is there a way we can add multiple contacts or import a contact list to the personal or shared inbox? Please assist
Attach photo
I am using the iOS mobile app and I cannot add photos to a ticket.
Easy way to Bulk Delete emails
We get a lot of email into our TeamInboxes and we need to go through now and delete a lot of them. Yes, we can use filters but the select all, only allows for 250 threads at a time, once you page down the screen to get that many found. Is there a way
File uploading enhancement - Zoho Projects iOS app update
Hello, everyone! In the most recent Zoho Projects iOS app update, we have made an enhancement with uploading the files on the app. You can now initiate a file upload and switch screens or apps. Once the app is reopened, the file upload will be automatically
Connecting Zoho Inventory to ShipStation
we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
De-associate Topics from Marketing Subscribers
We would like to delete topics from Zoho Campaings but we are encountering the following error: "You cannot delete this topic as it is used in the components mentioned below", but, since we removed the topic we want to delete from all automations we can't
Multiple approval process steps for the same field don't trigger
Hey everyone, I've been trying to make two Approval Process Steps for one specific field (pick-list) but the second step never triggers. The logic is this: When a record is created, the pick-list field has the default value 'waiting for approval'. While
Can we customize the default client-facing icons?
Is there any way to customize the client-facing icons that display in the Zoho Bookings UI? For example, I'm using the Default page theme and would like to modify the default icon that is shown beside "Service." The icon currently being shown looks like a baseball hat to me (see attached screenshot) which has no relevance to my business or clients. It would be great if Zoho could provide a different, more generic icon (perhaps a bell icon to represent service?) or better yet allow the icons to
Problem to link zoho CRM to Zoho Desk
Hello, I am able to link my zoho CRM to zoho Desk. It used to be linked but the connection didn't work, like contact were not update, so I decide to remove it and install it again. But I can't. Can you help me please and tell me what yto ou need for that.
Formatting Mailing Labels
I want to use the "Print Mailing Labels" function on the drop down list, but I am not seeing a way to change the formatting on the mailing labels. At the moment, the information that appears on the mailing labels ARE NOT mailing addresses, but random information. I would also like to change be able to change the size of the labels. At the very least I would like to know what type of labels I can get that would be the correct size.
Import customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from CMMS and QBO.
It seems like the importing of customers, companies/locations, services and parts, requests and work orders in Excel or Google Sheets format from other CMMS and accounting systems like QBO should be more "baked into" the product. I can't really test the
Series of Events
Is it possible to create a series of events for people to register for? For example we are going to have an online series and would like it if the attendee could opt to register for just one event or all of the events in the series. TIA!
[Important announcement] Zoho Writer will mandate DKIM configuration for automation users
Hi all, Effective Dec. 31, 2024, configuring DKIM for From addresses will be mandatory to send emails via Zoho Writer. DKIM configuration allows recipient email servers to identify your emails as valid and not spam. Emails sent from domains without DKIM
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