Recent Topics
Open Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browser
Approval Workflow for Purchase Orders Abrir
The requirement is , that all purchase orders greater than or equal to 5000 go through an approval process from certain people, but within books I only see that the approvers can be by levels or any approver but we cannot enter a rule like these. Can
Drill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,
Create workflow rules based on notes
Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts.
Creating Layout Rule With Formula Field
By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?
Adjust Task Close Day/Time - Post recordkeeping.
Ran a search before asking, but could not find any information on this topic. Notice that when i go back and add missing task records from previous days, I am unable to change the "close" date of that task. Is there an option for removing the lock on
Announcing Zoho Developer Community Hackathon 2024
Hello developers, Are you up for exciting coding battles? Get your arsenal ready and flaunt your expertise! Join us for the first-ever Zoho Developer Community Hackathon 2024—the biggest coding challenge of the year! REGISTER NOW What's in it for you?
Zoho SAAS Account Marketing Communications Policy
What options do you have available for customer's of Zoho products to opt-out of marketing communications that get delivered via pop-up within the SAAS Zoho products themselves? I get pop-ups from time to time and they get in the way of my workflow. I
[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactions
How do I automatically assign the project owner for all tasks in Zoho Projects?
I have been researching for days on how to automatically assign all the tasks to the project owner on creation of the project in Zoho Projects. I have been having to go in and manually change all the task owner from 'unassigned' to the owner of the project
"notes"-field in a task to full width?
Hi, Is there someone that can tell me how to adjust the "notes"-field in a task, to full width? I already played around with 1 or 2 columns, but this has nu effect on the standard width. Thx in advance for your help. Cheers, Ralph.
how to prevent user from selecting date greater than today in blueprint?
I have a Date Time field in Blueprint Zoho CRM like this I want to prevent or giving warning message after the user put date greater than today. how to do that? I have no problem writing code using deluge function, I need a guidance, but it will be better
Spotlight series #24 - Add explanation notes to your slides
The previous post in this series discussed how adding audio and video recordings to your presentations can help your audience understand the content, even when you're not there to present it. Now, here's another way to achieve the same goal. The month's
Sub-Forms Sub-Totals
Is there a way to have sub-totals in the sub-forms? ie have all the Stage 1 sections sub-total, then the Stage 2 sub-total etc . These forms are great except for this, and not being able to use the data in Reports. It would be great if you could cost
Share via link with 3rd party, not email
I use Zoho Desk, I want to share a password with a customer but I want the interaction logged in Zoho desk. Currently, Zoho Vault wants to send the email to the customer who is not logged in to the current email chain. Can we have the option (allowed
How to troubleshoot Google Pub Sub beta connector in Zoho analytics
Hi We are working with another development team to get Google Pub Sub Stream connected with Analytics and they are receiving 400 errors and when I try to validate I get the following: Failure Reason(s) Stream data does not contain any matching column
Not Overwrite Last Name
I need to upload some contacts to Zoho CRM which already have a last name in the system but in the file I'm trying to upload some of the contacts don't have the last name, so I've added the "-" in the last name field. My question is if there is any way
Inventory API - How do I add a payment to a bill using the API?
I can update the "notes" field but I don't know how to add a payment to an existing bill. Is this possible? Does someone have a working example?
member portal problem
When I access the member portal on the zoho site and click on add a member portal, nothing happens. It does not open the member portal section for me to create portal members.
Feature Request - Approval Processes
Hi Team, I think it would be really valuable to add the approval process feature like what is currently available in the CRM. The problem with the current approval support is it can't be automated to send the approval to set people based on the values of fields within the tickets. Is this something that could be considered for the roadmap? Thanks, Harry
Announcement: Migrate your workspaces to Zoho DataPrep 2.0
Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the
Mail app on iOS and push notifications
Hi, I just upgraded from a free account to a paid 10gb account so that I could integrate my email into the Apple Mail app, and the IMAP configuration worked and my emails were loaded into the Mail app. However I have discovered that there is no "Push"
Filter emails based on redirection adress
I have a rule setup in my outlook email that redirects all emails from my inbox there to Zoho. I now need to filter in zoho those emails that come from the outlook inbox to a specific folder. Using the rule: From ; contains/is ; (redirecting email) does
Is there a way to search mail for items you haven't yet responded to?
I'm trying to create a search to show emails that haven't been responded to and that have also been assigned a tag or label. Is there a way to search for the inverse of replied?
Apple push notifications
Hi there, Is there any chance of Zoho implementing Apple push notifications with IMAP like Fastmail did recently. Your active sync implementation is a bit flakey with the recent iOS version and I prefer to use the default mail app like many other iOS
How to make one filter limit the display of another filter in a Dashboard?
Hi, I'm trying to do something similar to what this guy (his name is David) has described: https://help.zoho.com/portal/pt/community/topic/creating-two-dashboards-from-the-same-dataset-with-one-extra-filter . I followed all replies to his question and
I Cannot Remove An Owner From Commerce App
Hello, Our recent Zoho admin has left the organization. I am trying to deactive his account, but I connot complete the task because he is the only administrator assigned to the Commerce app (an app we do not even use). While I can assign other users to
Zoho Sprint Backlog View, filter by item status
Hello, In Zoho Sprints, it would be great to be able filter out specific items in the Backlog based on their status. We would like to track items that were Removed from our backlog without seeing them constantly in the Backlog view, as this view should
Forwarding an email to Notebook
Is there a way of having an email address to forward (and write) notes. EN has it and it one of the features I use all the time.
Preventing end-users from "Blocking Access"
Is there a way that we can prevent end-users from enabling the "Block Access" feature on Zoho Assist? We would like to Gray out that option.
Problem with Width and Height on iframed embedded reports
I am trying to make the embedded report to take 100% of the widget width and height but the only values that works are pixels. Is there any way to use auto, 100%, etc This is a page with two widget. The top widget shows master records and the widget below
Qualify Potential Leads Automatically with SalesIQ Chatbots
Your website may have a lot of visitors every day, but are you struggling to identify your potential leads? You may not know who your ideal leads are just by looking at a website visitor, right? To qualify a lead, you need to know their needs, interests,
How does one correct sentiment analysis on a individual support request?
Scenario: I took a phone call from a customer and created the support ticket while on the call. The customer was quite happy and pleased with our software and our support. When I saved the ticket, Zia reported that the ticket was negative. I know this to be incorrect. How do I fix it?
Automating Lead > Deal
Hi! Context: I'm trying to automate a flow that does the following: 1. (Automated) New lead created in Leads module. 2. (Manual) "Lead Source" changed to "inbound registration" - We do this manually to have some control over who enters a Cadence. 3. (Automated
How to create estimates/Invoices with sub-totals
Every other accounting package can create estimates and invoices with Sub-totals. How can I do that in ZohoBooks?
Change the Name of Flags
I would like to use flags to prioritize my emails, but the default names are not good for me. Is there a way to change the flag names and possibly add more with different colors? I use the tags as a more detailed code, so the flags would be perfect for
Connect bigin with salesIQ?
Can anyone explain whether you can connect BigIn with Zoho SalesIQ? I see that the SalesIQ site says it supports a connection with Zoho CRM but can it work with BigIn? Is BigIn powered by zoho CRM backend?
Integrating with 3rd party app
Hello World, I have recently signed up for a Zoho. I have reasonable experience in SFDC and I trying to apply my SFDC knowledge to Zoho. Problem: I am trying to integrate a couple of 3rd party apps into my Zoho CRM custom module. It seems there are a
Focus Group Webinar - Streamline Record Creation with Wizards
Hi there, With all the time your users spend on record creation, do you feel like they have the most seamless experience while doing it? For different types of records or those with a LOT of fields, do your users spend time navigating to enter data repeatedly?
Conditional Layouts On Multi Select Field
How we can use Conditional Layouts On Multi Select Field field? Please help.
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