Recent Topics
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
Tip #18: 6 Trendlines and when to use them in your spreadsheet data?
Charts are a great tool for visualizing and interpreting large chunks of data in spreadsheets. Zoho Sheet offers you 35+ chart options, along with AI-powered chart recommendations based on the data set you select. There are various chart elements that
Data Prep not loading
Problem is simple, it just fails to load. Peace Robin
Can you edit individual fields data manually in dataprep?
I just need to affect a manual change in a number of fields. Can I do this in dataprep, ie is there a transformation that can do this or it is fixed only to the formulas available to the column? Peace A Human
Latest update in Zoho Meeting | On-demand webinars
Hello everyone, We’re excited to introduce our new on-demand webinar feature, you can now provide pre-recorded sessions that your audience can access immediately, no need to wait for scheduled sessions. Benefits of On-demand webinars : Scheduling flexibility
How can I get my images to display correctly on mobile site?
I have just created a site and uploaded images, which look perfect on the desktop version. However when I view the site on my mobile device some of the images are not displaying correctly. They are all blurry. Anyone else experience this?
Partial payments for retainer invoices
When a customer does not pay the entire retainer invoice there is no way to apply a partial payment. PLEASE add this function.
Automation #15: Automatically Adding Static Secondary Contacts
Rockel is a top-tier client of Zylker traders. Marcus handles communications with Rockel and would like to add Terence, the CTO of Zylker traders to the email conversations. In this case, the emails coming from user address rockel.com should have Terence
Is it possible to have an Aggregate or a formula data column that only sums subtotals?
So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formula
Announcing Zoho Creator's 2024 Release Projection 2
Hello Creators! Greetings from all of us here at Zoho! We hope you’ve been having an incredible journey with this low-code platform we all love. And here’s a gentle reminder that it’s that time of the year again—where we open up and give you a sneak peek
Help with google calendar flow
Hi, new to using Zoho Flow and setting things up. I've created a module in Zoho CRM called "Jobs" and put the relevant fields I need, I am then using Zoho Flow to create a flow that will create or update an event in my google calendar...... I've managed
Zoho Flow to fetch / update multiple contacts based on matching col?
I’m looking for a way to fetch and update all contacts in a mailing list that match a given col value using Zoho Flow. For example, let’s say I have 1000 contacts, and 12 of those contacts have the same web address value. I want to fetch and then update
New features and improvements in Desk's integration with Zia powered by GPT
Hi everyone, We’re pleased to announce several new enhancements in Zia Powered by GPT integration. These updates bring more customization options, improved response generation, and additional language support. Below is an overview of the enhancements
Announcing new features in Trident for Windows (v.1.17.4.0)
Hello Community, Trident for Windows is here with some new features to elevate your workplace communication and productivity. Let's take a quick look at what's new. Create and manage email filters You can now create and edit email filters in Trident to
Some Issues in Zoho Flow
Hi Zoho Team Have you seen something strange in Flow? I received some complaints and looking at the flows I see that they were not processed correctly, this was 1 hour ago, can you confirm if there were problems in Zoho Flow, Datacenter US? All my flows
Dependencies in Zoho Sprint
Hi all, In Zoho Projects there is the option of dependencies. Is there something similar in Zoho Spring: Eg. One user story or task should follow on another?
How to Disable Notifications for Automation Runs in Zoho Desk
I've set up an automation in Zoho Desk that appends a customer's email to a URL and updates a custom field every time a new ticket is created. The function works well, but it triggers a notification every time it runs, which is creating too many notifications
Cannot access Zoho Desk (Support)
Hello, I have an issue similar to this thread. A Zoho Desk user in our account is able to verify access to their profile. However when they choose "Access Zoho Support" they are redirected to a page with title "Sign Up for Enterprise Plan". Screenshot is attached. This user should be an administer on our Zoho Desk. The user email is keewah.chung@exprealty.com Our portal ID is: exprealty Any help with this login issue would be much appreciated. Thanks!
Can Zoho Flows repeat Actions more than once?
I'm attempting to make an intentional Zoho Flow loop using the below layout. However, when "WithinLimit" condition is met, the program fails to execute the action "Get & Add Request Co..." again. Is this by design? Is Zoho Flows unable to repeat actions
HELP! Trying to setup an automation for a look up field to be updated
We have a Charm EHR integration setup with Zoho. In order for the data to read to Charm from Zoho and vice versa a look up field titles facilities must be updated with the facility info. There's only one facility for all of our needs and I need to have
BIN Locations
Hi, I’m new to Zoho inventory and unless Im missing something, I cannot find BIN locations anywhere in ‘items’? please tell me it’s there somewhere?!? Thanks
Paid newsletter via Zoho Campaigns
Hi, Is it possible to set up a paid newsletter via Zoho Campaigns? I would like to create a form with a link to payment gateway, then have those contacts added to a separate group to whom I can send a specific newsletter? Ideally I would like a tiered
【Zoho CRM】フィルター機能に関するアップデート:関連タブとサブフォーム内の項目でデータのフィルタリングが可能に
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 今回は「Zoho CRM アップデート情報」の中からフィルター機能に関するアップデートについて紹介します。 今回の機能アップデートにより、関連タブやサブフォーム内の項目タブで、データをフィルタリングできるようになりました。 この機能アップデートは、現在、JP(日本)、AU(オーストラリア)、CN(中国)のデータセンターに属する組織に対し適用されています。 他のデータセンターの組織に対しては、順次適用予定です。(2024年10月1日現在)
Super Admin Logging in as another User
How can a Super Admin login as another user. For example, I have a sales rep that is having issues with their Accounts and I want to view their Zoho Account with out having to do a GTM and sharing screens.
Referencing a record's parent record
Hi I have a form Application with a subform Tools. Tools is a form in its own right, and I have a view of All Tools. However, I can't find a way to show in All Tools which Application each tools record is associated with (unless I add a lookup field for
Introducing Bin Locations In Zoho Inventory
Hello users, We are excited to let you know that your wait for the Bin Locations feature has now come to an end! Yes, you heard us right! We are here to introduce the much-awaited Bin Locations now in Zoho Inventory. But before we dive into the feature
Zoho OneAuth on Windows 11 Pro Keeps Crashing And NOT Working / TOTP Codes Generated on Android Phone Do NOT Work Consistently
There are major problems with using Zoho OneAuth on both Windows 11 and also on Android from past few days. 1. My Windows 11 computer is fully updated with all patches and security updates from Windows Updates. I have installed Zoho OneAuth on my Windows
Problem with Reply/Forward using alias
Hello, Case: I sent an email from alias and then I want to reply or forward my own message. Problem: In Zoho mail Desktop: When replying, in 'From' field by deafult appears my main e-mail address (not alias) When forwarding, in 'From' field by deafult
error using smtp
I got error when using stmp , shows "C4 NO [ALERT] The server details you are using seems incorrect" But my password is correct, any idea why?
Flows that should be triggered on "sales order update" stopped
I have two workflows that use "sales order update" as the trigger. For my sales orders, I use custom statuses. One flow is triggered when a specific sub-status is set, and the other when a sales order is closed. Both workflows stopped triggering in the
Plug Sample #3: Part 2 - Fetch the operators' available slots in Zoho Bookings.
In earlier post we covered how to design a Codeless bot to schedule an appointment/meeting on Zoho Booking using Plugs. In this post we will learn how to create a plug to fetch the operator's available timings on the visitor's preferred date in Zoho Bookings.
iCloud integration
I noticed from reading other threads that native integrations with Google Meet and Microsoft Teams are right around the corner. Are there other integrations and fixes to existing integrations coming? There are 2 things keeping me from using Zoho Bookings:
Using Zoho One to manage two (or more) businesses
We are one company that operates two business, a scenario that Zoho One doesn't really seem to handle very well, and one which I can't imagine is at all unique to us! (It is basically designed to facilitate branding and use for one business only per subscription).
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