Embedding a spreadsheet in a website problems

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• Slicers are now available in Zoho Sheet—filter your data interactively

  At Zoho Sheet, we diligently track user requests and feedback. In line with this, based on extensive user requests, we've integrated Slicers to pivot tables and are delighted to announce its release. Slicers are interactive visual filters that have add,

• Check out the new Checkbox in Zoho Sheet

  Checkbox, the simple GUI widget that lets you choose between two mutually exclusive options i.e Yes or No, is now in Zoho Sheet. Having made it across the web, Checkbox is familiar but is still elusive to most spreadsheet software. Special developer ribbons, macros and all other complexities to add a checkbox to a spreadsheet? Not in Zoho Sheet. How to add Checkbox to Zoho Sheet? Adding a Checkbox in Zoho Sheet is simple. Select a cell/range and choose "Checkbox" in "Input Controls" under the Format

• Format and analyze spreadsheet data with Zoho Sheet's Table

  While a spreadsheet helps you compile data for easy analysis, formatting helps make your data more comprehensible. We are happy to announce the release of Table, a crucial tool for improving data formatting in Zoho Sheet. More than a formatting tool,

• Introducing Data Bars: Graphically represent changes in data within the cells

  Conditional formatting has helped millions of spreadsheet users analyze and highlight their data more efficiently. In addition to the classic rules, color scales, and icon sets available in Zoho Sheet, you can now apply Data Bars, a convenient method

• Zia in Zoho Sheet now makes suggestions on conditional formats, picklists, and checkboxes

  Zia, Zoho's popular AI assistant, has been helping users succeed across Zoho applications since inception. In Zoho Sheet, Zia helps users efficiently build reports and analyze data with recommendations about data cleaning, charts, and pivot table. Also,

• Recent Topics

• 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

• Integrate with Gusto Payroll

  We use Gusto for our payroll system and don't have any plans of changing that. Gusto handles payroll, a very complicated business process, seamlessly. Xero, a Zoho Books competitor killed off their own payroll product and recommended that their customers use Gusto instead. An initial integration (without Zoho People) would be quite simple, as Gusto would simply need to post Bills to Zoho Books with the appropriate Books Accounts tracked, that could then be reconciled with debits from the business

• ZOHO Payroll for Georgia

  I've been waiting for Zoho Payroll to come to the US. Now that it's here, it's not available in my state. Any idea when it will be available in Georgia???

• Zoho Payroll US?

  Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when

• How to disable clone record for a user?

  Hi, I'd like to disable clone records for some of my users in zoho crm. How can I go about doing that? Regards, CRM

• 【東名阪の3都市開催！】11月ユーザ交流会 参加登録 受付開始（参加無料）

  ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 11月に東京 / 大阪 / 名古屋の３都市でユーザー交流会を開催します！ 各地域のユーザーによるZoho 活用事例や、自社活用・運用について参加者同士で情報交換が出来るグループワークなどを予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー ※以下、記載順で開催予定 🟠 大阪ユーザー交流会　11/21(木) 18:00-20:20 ・会場：APイノゲート大阪 ・予定セッション 　ーZoho サービス活用事例：Zoho

• Product Management per Customer

  Zoho Desk has the ability to register products, and customer can associate the Product with a ticket. What would be very very helpful for our type of operation, and I assume many others, is to be able to associate specific products with specific customers

• How do I have to make a

  How do we have to have a i

• How do I associate pricebooks to a customer?

  I setup a few pricebooks, that worked fine. But now the only thing I can do with it, when I enter a quote or sales order, I can select which pricebook to use, but I have to do this product by product every time I add one. Is there a way to connect a pricebook

• Zoho Desk API - Rate Limits?

  A number of posts on this forum state that the Desk API has no rate limits. For example - https://help.zoho.com/portal/en/community/topic/what-are-the-rate-limits-for-the-new-desk-apis-and-is-there-a-way-to-get-tickets-by-ticketnumber. However, I am getting HTTP 429 ("The maximum number of API calls that can be made per minute has been exceeded") error every now and then while running a bulk sync job. What is the rate limit for Desk API, if it has been formalized now?

• Enhancing Note Functionality in Bigin

  Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "Important

• Create a link

  How do I create a link to send to people to sign and fill out the document? I don't know the people's email.

• Autorefresh or on-page update notification

  Is there a way to have a ticket autorefresh when there is an update? Or pop up a notification on the ticket that it needs to be refreshed? Often we will have a ticket open while it's waiting people/things to come together, and this would be a helpful

• How to Copy Email Template Styling/Border Format Between Templates in Zoho

  I have existing email templates with a specific style - they have a grey border/container around the email content that provides consistent spacing and formatting. However, when creating new templates, I can't replicate this styling. My current Situation

• Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

  When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out

• SalesIQ chat not showing up on mobile with react native

  I have Guided Conversations and SalesIQ Chat enabled in Zoho Desk. But only Guided Conversations is displayed in the app. Can you help me figure out what I might be missing? Why is SalesIQ Chat not showing up? Thanks

• Zoho Flow y subformularios de Zoho CRM

  Buenas tardes, En mi empresa vamos a empezar a usar los subformularios de zoho crm pero estos los voy a tener que rellenar con zoho flow ya que va a ser el encargado de rellenar dichos campos del subformulario. El problema es que a la hora de intentar

• Show SalesIQ assistant as always online

  Hello, Is there a possibility to show a SalesIQ chat assistant as always online ? It would be a lot help if this could be a possibility. Many Thanks.

• Direct Zobot Integration with Zoho SalesIQ Chat Widget: Ensuring Instant Connection without User Interaction

  I've implemented the Zoho SalesIQ chat widget on my website, successfully connecting it to Zobot. However, there's an issue: Zobot only connects after I click on the chat widget, send a message, and provide my email. I want Zobot to connect directly when

• E-sign

  I added a document to be filled out with a player name, parent name, address, signature, date. I want to be able to send the document to multiple people. Currently when you go to fill out the form, the same name will be entered into all of the name fields.

• Advanced Search, how to export the result of the search?

  I like the functionalities of the Advanced Search.  However, how can I export the result of the search to xls or csv? I tried;  searched up invoices in a spesific date range,  then I clicked on the icon in the to right corner, and selected "export invoices".

• export only search results to spreadsheet

  Really would be SUPER NICE if, after search, users would be able to export _ONLY the search results_!

• 'Operation Failed' when trying to enable Zoho CRM in Zoho SalesIQ

  Hi there - I am Administrator for both and when trying to enable Zoho CRM in Zoho SalesIQ I am getting 'Operation Failed' message. I am newish to Zoho and inspired following the Zoholics Sydney this week. Thank you in advance. Sue.

• Edit a previous reconciliation

  I realized that during my March bank reconciliation, I chose the wrong check to reconcile (they were for the same amount on the same date, I just chose the wrong check to reconcile). So now, the incorrect check is showing as un-reconciled. Is there any way I can edit a previous reconciliation (this is 7 months ago) so I can adjust the check that was reconciled? The amounts are exactly the same and it won't change my ending balance.

• Could someone help me achieve this

  Could someone help me get Codeless Zobot to schedule an appointment in Zoho Bookings? My staff's working hours are from 9 AM to 6 PM, Monday to Friday. I've already read the documentation for the plugins and followed the steps, but I still can't get it

• CTRL+Space open Smartchat window instead of Show hint

  Dears, Is anyone facing the same issue as me, when using Deluge Editor, it always opens the Smart Chat instead of showing a hint when I press Ctrl + Space. This just happened recently to me and this is frustrating.

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