Recent Topics
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.
💌 Mailchimp for Zoho CRM by Yaali Extension - 🎊 New Extension Released 🎉
Hello Zoho Users, As a business, your customer relationships should always be top priority, and that includes how you engage with them through email. But let’s face it – juggling between Mailchimp for email campaigns and Zoho CRM for customer data can
Why is my sign up form submissions not working?
I have established a list and created a sign up form associated with this list. When I test it using a test email account (gmail.com) I never receive the confirmation email to confirm the subscription. I can see in the stats that the form was accessed and submitted, but I never get the chance to confirm. What am I doing wrong?
Zoho Sprints External Licenses
Zoho Sprints is a supposed to be a collaboration tool for project management but only supports 5 external users. The profiles of those licenses cannot be modified and by default, the external users won't see any information about the project. Every epic,
Call to Action (CTA) - Embedded (Not a Pop-up)
Is there something comparable to creating a Call To Action that's embedded or inline, but isn't a pop-up? Similar to Hubspot's? https://knowledge.hubspot.com/ctas/create-calls-to-action
LIMIT OF CREDITS
Hello there, I've just purchased the PLUS account on the OpenAI website and the Standard package on the Zoho website. Nevertheless, I still cannot use ZIA to generate the app I wanted. The following message shows up: "you exceeded your current quota,
Can we use our own icons in the sidebar menu?
We want to customize our look further. Can we use our own icons in the sidebar menu instead of the ones there currently? If not, can we disable those icons or somehow not have them show up and just use words? Thank you, Katie
Multi file upload
Hi, I just wonder if one could upload multiple files in one shot, say between one and three files, without adding multiple File Upload fields? Thanks, Alalbany
Project roll-up: Work hours total not shown in task list or milestones
Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank you
I can't connect my business' instagram account to zoho social
I tried connecting it but it just leads to my personal facebook account.
How to add custom icons in Sites ?
I've been trying to upload some of my own icons (specific to my business) to my zoho Site draft, and can't find a way to do it. I guess the workaround could be to insert images instead of icons and upload my icons as images, but I was wondering if its possible to customize the icon library.
Taxes on per diems
Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for users
Zoho One - Syncing Merchants and Vendors Between Zoho Expense and Zoho Books
Hi, I'm exploring the features of Zoho One under the trial subscription and have encountered an issue with syncing Merchant information between Zoho Expense and Zoho Books. While utilizing Zoho Expense to capture receipts, I noticed that when I submit
invokeurl function in Flow to add record in Creator returning response EXTRA_KEY_FOUND_IN_JSON
I'm attempting to create a function in Zoho Flow to add a new record to our Zoho Creator app, but keep getting this response: {
code : 2945,
description : "EXTRA_KEY_FOUND_IN_JSON"
} Here is my function: string createOWSinstallOrders(int customerZohoID,
Restoring CRM to orignal Zoho default settings
Is there any way I can restore my CRM to original default Zoho settings withou losing my data?
Moving projects between accounts
Hi, We have found that two of us are using Zoho Project free subscription, we are really satisfied with the application and that is the reason why we are thinking in purchasing a full subscription. Q: We want to know if is it possible to migrate one of the projects to the other account and have the two of them under a single account. Thanks.
Zoho CRM Appointments and Services
The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing others
ACR Phone mobile app for logging phone calls into Zoho CRM
ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone
Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring
Zoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?
Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there any
email
the system doesnt allow me to send single emails . Mass emails works fine
Defaukt value in custom fields
I'm creating a custom field checkbox on my booking form, and want it checked by default, so that the customer has to specifically uncheck it. I can't see how this is possible. Can it be done?
Sync Zoho CRM LEADS to Google Contacts
I know it is possible within the CRM to sync contacts with Google contacts, which unfortunately is useless to me. I need to sync my LEADS from Zoho to Google contacts so that I can see their name when someone calls my iPhone. What is the solution? A paid
Zoho Forms only shows Lead Standard Layout
Hi, I have this issue where Zoho Forms integration with Zoho CRM is only showing the Standard Lead Layout. But in my CRM I've created an alternative layout. I really need that leads enters into the CRM with the alternative layout, because I set up a specific
Line spacing
I coudn't decrease the line spacing to space smaller then a single line. There is too much space between the lines that make the document look ugly. Please fix that. Liran. fonar
Maximum number of entries
Please help me with solutions on this error message "You have reached the maximum number of entries allowed" Thanks.
Hide subfolders in a team folder
Hello, I am starting to use Zoho WorkDrive to manage files and I find the need to restrict access to a subfolder in the team folder for some users until all of the documents in it are ready to be printed. However, I do not want to create separate team
Exporting or capturing the maximum value a deal has been set at.
Hi all, As part of our deal cycle, it often sees us adjusting the value (or ammount) within a particular deal over time (or other similar fields). With the timeline feature we can go back and look at when these changes occured, which helps us when looking
CRM Multiple Addresses
In my CRM I have renamed contacts to customers and have their details......when it comes to address I have their address currently in 1 multiline box rather than all separate. I also need the customers to be able to have Site Addresses sometimes more
Conditional field from one module to another
Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal for
Time Log Reminder
Tracking the time spent on tasks and issues is one of the most important functions of a timesheet. However, users may forget to update the time logs because they have their own goals to achieve. But, time logs must be updated at regular intervals to keep
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