Recent Topics
Different fields for different contact types
My business has three types of contacts. We need to store different data for the contact depending on what type of contact it is. Is there a way to create custom fields that apply only to certain "types" of contacts (with the type defined by a tag or
Dynamically Sizing the iframe height
Hello, Overall, the Zoho Creator product is very good. Intuitive and easy to use. However, it has one deficiency that if fixed would make it a great product. The hard-coded iframe height of 500px causes issues when embedded into an existing website. It can distort the size, footer and look when embedded. Ideally, it must be seamless. I see you have attempted to alleviate this through a JavaScript code, although this removes filtering and insert/modify (Add & Edit records) capabilities. So there is
Is it possible to set create deal checked by default when converting a lead?
In our company whenever a lead is converted we make a deal. It is a pain to have to check the box every time. I would prefer if it was just a default behavior and the box wasn't even there. But it would be fine if the box could be checked by default.
Workdrive Data Template & Viewing Document
Hello! Dipping my toe in Data Templates so I can better "tag" client files and assign properties for workflow, file renaming, automated filing/forwarding, and searching. (and other) I have a couple of Data Templated created and see where I can assign
Single Zoho Form as Data source for Multiple Merge Documents
Good day All. I want to build a form, which fills in a specific document depending on the "region" you have chosen, on Zoho writer. For example: As part of our business process, we have to submit a application form to our local Municipality on behalf
Can't send any emails with ZOHO writer (Error 1321 - Hard bounce email error)
Hi everyone can someone help to clarify this problem? I am trying to send a bulk of emails using a CSV file. Everything looks fine but the emails can't be sent out due to error 1321 (hard bounce error). I assume it has something to do with un non-existing
Filtering a report to a variable list of records
I have a view with a list of PROJECTS, and I want to add a button to each row, which will open a pop-up report to show the PROFILE of the project members. The project panel members are held within the project form as a subform, with each row linking back
2 second lag when typing :-)
There seems to be serious lag when CLIQ looks up the autoconversion from ascii art to emoji. Try it. In a conversation type :-), and note how the whole GUI freezes for a couple seconds while it searches for the right emoji to swap for the smiley face.
Automation#21: Track Ticket Transfers Across Departments
Hello Everyone! With Halloween just around the corner, we'd like to let you know the Zoho Desk team is always there to sweep away your customer service troubles! This week, we’re excited to introduce a custom function that tracks tickets moved between
Is there a way to sync Tags between CRM and Campaigns/Marketing Hub?
I wonder if there is a way to synch the tags between CRM and Marketing-Hub / Campaigns?
Can multiple agents be assigned to one ticket on purpose?
Is it possible to assign one ticket to two or more agents at a time? I would like the option to have multiple people working on one ticket so that the same ticket is viewable for those agents on their list of pending tickets. Is something like this currently
Zoho Campaigns Email Template editor > accurate Template Width
How can I set the correct width of a template in the editor? When I go to the tab "Design" and fill in the field "Template Width", for instance with value 600px, I still get a wider email example (716 px), same happens when I send a test campaign.
Integrate with Duo Mobile
Duo Mobile has a push notification feature for two-factor authentication that allows the user to simply click Approve within their mobile app instead of typing the code manually in the requesting website. It's really convenient! It would be great if Zoho integrated Duo Mobile's technology. Example of Duo Mobile Push Authentication: 1) When I log into a website that is compatible with Duo Mobile's push feature, I get a push notification almost instantaneously on my phone. 2) In the push notification,
Stock List
We would like to get a better understanding how other firms keep the Inventory/stock list ready for their clients (obtained through vendors) Do you make use of Vendor portal for Vendors to update the stocks or items they have and what is required from
Como fazer para abrir chamados com o suporte da Zoho no Brasil?
Todos os chamados que abrimos com o suporte da Zoho acabam indo para os indianos. O que devemos fazer para ter suporte em português, com o time do Brasil? Obrigado!
Expose FIFO COGS in Invoice API
Currently, in the Invoice API, the line_items array contains the purchase_rate field. Unfortunately, this purchase_rate field is the Cost Price of the Item, not the FIFO cost journaled into COGS for that sale. There seems to be no current way to get the
Payments calendar for receivables and liabilities by due dates
Hello guys! What method can you recommend for tracking and planning future payments against expected income? We operate on the principle - we expect some income this month, then we look at what expenses are due this month and pay accordingly. I've seen
Purchase Order Report
Hi, I started using the Purchase Orders on Zoho Books. However I can not seem to find a way to create a report to show all Purchase Order details. Basically, I want a report to show open POs that I can send to the vendor. Ideas? Thanks, Allison
Expense Refund: need to tie to Customer Project
When we record an expense we are able to tie it to a customer project. However, if there is a refund of that expense those customer and project fields are not appearing. How do we make sure this credit is going back to the project? We could do a journal entry but those fields are also not available. Please advise. Thanks!
Different Buttons for Different Lead Layouts
Hello all, I can't find this question having been asked before. I'm looking to have three buttons at the top of the page. The first would say "Create XXX Lead", "Create YYY Lead" and "Create ZZZ lead" with the letters representing our three products.
INVALID_TOKEN message when associating project to a deal
Hi Please can someone assist with this issue I am encountering using this Deluge script in Zoho One? This script successfully creates a new project in the projects module when a deal is won in CRM. However the second part of the script is to associate
Importing Data to update and not add
I'm very new to Zoho created and tried searching the forums for the answer. Nothing I found has helped me make sense of how to do this. I created a app based on an excel spreadsheet but no matter what I do, whenever I import data it duplicates the record. I have a field I would like to use as a unique identifier, but I'm not sure how to tell my app that. Any assistance, even a link to a tutorial on creating functions in the workflow of the app, would be very helpful. Unfortunately I can't share
Zoho Workdrive App for Linux Please!
There should be compatibility with Linux OS as well; I preferred Zoho Workplace over others because of its support with Linux, but its sad to see Workdrive missing in the list.
Picklist Other
When making a picklist is it possible to have a field called other, which then you must specify what the other is? Is there a better way to do this rather than having a text field below the picklist called "If Other Please Specify"? Thanks in Advance
Zoho Cliq 6.0: Simplifying work for greater productivity
Zoho Cliq 6.0 is here, and it's revolutionizing the way we collaborate! With a dazzling array of features designed to boost productivity and streamline communication, this update is your ticket to a more organized and connected work experience. Opening
can a custom module in crm be linked to desk ticket
i have made an asset tracking module in crm can link it to a ticket in desk so I can track all issues with a particular record from the crm custom module
SUMIF with "=" condition giving #NAME! error
I have =SUMIF(H21:H27;=&B55;I21:I27) which is throwing an error. Have tried =SUMIF(H21:H27;=B55;I21:I27), =SUMIF(H21:H27;"="&"B55";I21:I27) and =SUMIF(H21:H27;"=B55";I21:I27)
URL format for objects in different DC
Hi there, I'm currently working on supporting multiple DCs. While everything works as expected, there is one problematic topic - I am displaying a link that user can click and it will open object in Zoho CRM - i.e. Account. So war, I've been using the
TDS Filing
Is there any option for automatic 26Q and 24Q filing in Zoho books. Even Tally has this option. Why don't Zoho has this ? Is there any customisation available for this ?
Recurring Task Based on Completion Date Instead of Due Date
I noticed that future instances of a recurring task are based on the original due date of the task, rather than the actual completion date of the task. For example: Let's say we set a task to recur monthly. The original due date is March 15 2024, but
Outlook not connecting to Zoho Incoming Server
I have used Zoho for years, without any issues, and it is a great service. However, starting yesterday, 12 March 2023, at around 3:00 pm EST, Outlook was unable to connect to poppro.zoho.com. Note: I did absolutely nothing to the configuration, either
Hire and Lock
I would like to be able to disable the lock feature in the Zoho Recruit Agency edition. When we mark a candidate as "Hired" it automatically locks the candidate. Sure, we can manually uncheck the box but we have no intention of ever locking a candidate
Feature Request: Dark Mode
It would be great if we could have some options for theme colors in Zoho CRM, including a dark mode. A good example of what you could base this on is how Slack implements their theme colors. I think this should be easy to do and it is a very popular feature
Introducing Data Model for CRM
Hello everyone! We are thrilled to unveil our latest feature, the Data Model! Data Model is your ultimate visual guide to understand and master your CRM's data structure. What is the Data Model? Data Model gives you a visual representation of how the
Splitting the Activities module in Dashboards into Tasks, Events, and Calls
Greetings, As you may know, Bigin is built on Zoho CRM's infrastructure. Last year, Zoho CRM separated the Activities module into three distinct modules: Tasks, Events, and Calls. This change was implemented to address technical backend challenges associated
[Blog] Augmented Analytics in Healthcare
In Healthcare, achieving outcomes through innovation, at a lower cost, is more imperative now than ever. Find out more about how Analytics augmented with AI, can be an enabler in improving healthcare outcomes, from our ZohoAnalytics blog Read it fully
Introducing the Voice Recording field in the calls module
Last modified on July 11, 2023: Voice recording fields will have the record-playing component only if your telephony vendor supports call recording as a part of the integration with Zoho CRM. For cases where they don't, the field will be empty and locked.
Company Logo Image Appearing Large and Pixelated in Event Invitations
Hi everyone, OK, Zoho Premium Support have tried to help on this one, but we still can't find a solution. So, I need your help, please. I have set-up my Company Logo correctly using the dimensions 190 x 65 px. As per: https://help.zoho.com/portal/kb/articles/how-do-i-upload-my-company-logo When sending Event initations by email and the receipient is an Outlook Desktop App users, the Company Logo in the email appears large and pixelated. Like this: But when viewed in Outlook in Office 365 (i.e. in
WorkDrive / Connect Files Integration
When can we expect to be able to integrate WorkDrive into COnnect such that the Files area in connect shows WorkDrive folders, not some random, disconnected files repository that is only accessible in Connect?
Notes and Attachments visibility can now be restricted based on profiles
Dear All, We hope you're well! We are here with a quick update about Notes and Attachments profile permissions. In the past, a record's Notes and Attachments were visible by default to all users with record access. However, as notes and attachments can
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