Recent Topics
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.
SMTP Auth Problem - 554 5.7.8 Access Restricted
Dear all, I have an application running in Laravel, and I use ZohoMail to delivery some emails, and it was working for the last 7 months, and today (12/11/2020), something happen and I dont know where or how happen... My application could note delivery
Formula Error with IF Fuction
Hi, I want to create formula field to calculate payable amount based on payment terms chosen, when I tried with the if condition, it gave syntax error. if(${Deals.PaymentTerms}='Quarterly',${Deals.Amount}/4, ${Deals.Amount}) In fact I want to use nested
Important updates to your connectors
Hello everyone, Greeting from Zoho Creator! We're excited to announce that we'll be rolling out significant backend updates to Zoho Creator's built-in connectors to enhance security by following the latest frameworks. The existing version of some of the
How do I edit the Calendar Invite notifications for Interviews in Recruit?
I'm setting up the Zoho Recruit Interview Calendar system but there's some notifications I don't have any control over. I've turned off all Workflows and Automations related to the Calendar Scheduling and it seems that it's the notification that is sent
How do I ... determine when a campaign member's status changed?
Is there a way to tell when a contact's member status was modified for a given campaign? I'm using two Campaigns to divide contacts up into two piles - one for receiving a welcome by email and the other for receiving a welcome by postcard. The email and postcards are processed currently outside of Zoho CRM. When done, I update the member status from Planned to Sent. Rinse and repeat every week. Now I have two piles of "Sents" and can't tell which week who got what. Perhaps instead of solving
Nodemailer times out but it worked before.
Hi, I use the following trnasport settings to send mails programmatically. It worked twice and then stopped by raising a timeout error: Error: queryA ETIMEOUT smtp.zoho.eu { "host": "smtp.zoho.eu", "secure": true, "port": 465, "auth": { "user": "mymail@example.com",
How to Print the Data Model Zoho CRM
I have created the data model in Zoho CRM and I want the ability to Print this. How do we do this please? I want the diagram exported to a PDF. There doesnt appear to be an option to do this. Thanks Andrew
zoho mail outlook synchronisatie probleem
Goedendag, We hebben problemen met de synchronisatie van de mail als we de mailbox toevoegen aan outlook gaat hij deze netjes synchroniseren. Als hij klaar is dan komen daarna niet de nieuwe mails meer binnen. ook niet bij herstart outlook of pc. Ik dag
Cross-screen field support with conditional rules in Wizards and a new "back" button for easier navigation
Hello everyone, We're introducing cross-screen field support with conditional rules in Wizards! Previously, conditional rules were limited to just one screen, which forced users to create extra fields to link information between screens. Now, with cross-screen
How do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
Power of Automation :: Automatically update the Project status based on the Milestone status
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
Developer option
As a developer which feature would you love to have in Zoho cliq. I am gonna create an extension in zoho cliq. I would love to hear from you guys. you inputs might help me win cliq trix. If you even have any common suggestion don't hesitate to put it
Spotlight 7: Boost ticket sales with promo codes
Events are all about people, and it takes a substantial amount of marketing and promotion to bring in a crowd. By adding promo codes to your marketing mix, you can incentivize prospective attendees to buy tickets to your event by offering discounts and
Multiple notifications/invites sent when creating an interview
Hi! For some reason, the interview invite notifications are sending 2-3 times to the recipients. We only schedule the interview once. Below is a profile link of a sample candidate. https://recruit.zoho.com/recruit/org741554476/EntityInfo.do?module=Candidates&id=618119000002691511&submodule=Candidates
Formatting
I’ve notice that whenever I’m writing something in my note when using the listing option it’s not in line and keep going out of line.
Creating recurring reminders
In a remote world, it would be helpful to be able to create everyday reminders for Teams/Users. If for example, there is a need to report everyday about what User did during a day, it would be nice to remind him about it at a specific time of a work
Add RTL (Right-to-Left) Text Direction Button in Zoho Cliq
Greetings Zoho Team, We would like to request the addition of an RTL (Right-to-Left) text direction button in Zoho Cliq, similar to what is already available in other Zoho apps like Zoho Desk. Currently, while using Zoho Cliq with the English interface,
Integration of Live Tracking System with Zoho FSM for Technician Location Monitoring
Dear Zoho Support Team, We have a Zoho Creator application that contains appointment information, linking our customers and technicians. We are looking to create a live tracking system that captures and updates the real-time latitude and longitude of
Try to help customer cancel Zoho CRM but cannot cancel from manage subscription page
In your own documentation you show how a user can cancel their Zoho CRM subscription. -> https://help.zoho.com/portal/en/kb/crm-plus/admin-guide/subscription-information/articles/cancel-subscriptions But for my customer, there is no "Cancel Subscription"
Zoho CRM in Microsoft Power Automate Custom Data Connector
Hello, I have set up a custom data connector in Microsoft Power Automate. It is a connector to retrieve Zoho CRM data. I am pretty certain that I have entered the OAuth 2.0 authentication information correctly. However when I test the Get request https://zohoapis.com/crm/v2/leads.
Allow Dynamic Department Selection in Zoho Flow's "Zoho Desk - Update Ticket" Module
Hello Zoho Flow Team, We hope this message finds you well. We would like to request the ability to pass the department as a dynamic variable within Zoho Flow's "Zoho Desk - Update Ticket" module. Currently, this field only allows static department values.
KPI comparer nombre affaires ouvert entre deux périodes
Bonjour, Après beaucoup de réflexion, je n'arrive pas à trouver une solution à mon problème: j'aimerais pouvoir comparer le nombre d'affaires ouvertes (et aussi en fonction des étapes) entre plusieurs périodes. Par exemple, j'aimerais savoir combien j'ai
Projects drop-down list only available for one customer
Am facing a challenge here, the projects drop down is only available for a single customer, and every new project I create is auto-allocated to the same customer, how do i rectify this? is it an error in the system?
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