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• 4 ways to grow your business in the new year using Zoho PageSense

  Hello everyone,  Whatever sort of website you run, the turn of the calendar year is a great opportunity to catch the interest of new customers and work towards satisfying their needs. However, with an increasing number of competitors in the business market, staying on top year after year can be one of the biggest challenges. Keeping pace with the latest marketing trends and hunting for new tactics to sell your products to a global audience is absolutely necessary.    That is why we're kicking off

• [Live Webinar] Optimize your web forms for better conversions using form analytics

  Hello there,  Business owners and marketers spend hours everyday working on lead generation strategies that engage and convert website visitors. But sometimes the most obvious factors that could bring in more conversions are overlooked. Did you know that

• Introducing Web Analytics in Zoho PageSense

  Let's say you've had your website up and running for a while, and you've executed several marketing strategies, including paid advertising, content creation, and social media promotions to attract visitors and grow your business. While some of these tactics

• Zoho PageSense Community Meetup in Mumbai and Delhi

  Hello marketers, Join the Zoho PageSense team in its latest round of community meetups in India. Learn insiders' tricks on increasing website conversions, network with other marketing leads, and get an exclusive tête-à-tête with the members of our team. Join us in Mumbai: Where: BreathingRoom, C/o Revolution Classes, 3rd Flr, Mumbai Marathi Granth Sangrahalaya, Dadar East, Mumbai, 400014 When:  June 20, 2018 2:00pm to 5:00pm Register here: http://zco.to/com/mumbaimeetup Join us in Delhi: Where: Avanta

• Recent Topics

• Bulk Editing Multiple Invoices with Overwriting at time of upload

  Hello, I would like to edit a few 100 invoices. Only the HSN needs to be updated. When I am trying to upload the excel sheet with the data updated, I get an error: The Invoices are skipped as they already exist. I know the invoices exist but I would only

• Oauth Redirects me to sign in page

  I am developing a postman script for me to securely get my credentials via Zoho Vault. With that, I need to authorize my postman to be able to access Zoho Vault. I am currently on Step 1 in this Zoho Vault | API Reference which redirects me to this guide

• Here's why you should refrain from using EasyShip

  This is a screen recording which shows EasyShip performance issues. Note well! While we do use the Zoho-to-Easyship integration, the problems are wholly on the EasyShip side. The actual integration of data to EasyShip, and status updates back to Inventory,

• How can I create a billable expense.?

  Hi, I've a bill of an expenses related to printing and stationary account but it recorded in non-billable expense category. How can I record this expense in billable category. Below is the pathway I've used to record the expense. Purchases. Expenses Click

• Introducing Sub-Accounts in Zoho Books!

  Hello Everyone, Sub-Accounts is LIVE! Yes, you read it right. The much needed and most requested feature is now live in Zoho Books. The sub-accounts feature in Zoho Books will help you to classify your accounts further which will give you a more detailed view of your accounts while running reports. You can create sub-accounts for the below Accounts: Asset Cost of Goods Sold Expense Liability Fixed Asset Other Asset Other Current Asset Long Term Liability Other Current Liability Other Liability Other

• How can I insert and update field data of a sub-form without adding data into the main form’s mandatory fields.

  1. I have a main form that contains a sub-form. I need to update the data of the sub-form from a function, but I am unable to do so. How can I achieve this in Zoho Creator? 2. How can I insert data into a sub-form without inserting data into the mandatory

• How to autorespond for inactive users?

  Hi, we have a few inactive users that we would like to set up an autorespond to the sender telling that the email addresses are no longer active. How can we do that?

• Cannot view or interact with polls on IOS

  When testing with Android the user will receive a pop up message when a poll is started and be able to access polls via the more menu. This is not the case when using IOS phones, there seems to be no way to view or interact at all.

• Calendar view not working in Zoho Projects

  Hello Zoho team! Since this morning, clicking on the "Calendar" link in the Projects Menu doesn't do anything. It seems to refresh the page, but it doesn't open the calendar view for tasks. It affects every user in my company. Closing and opening the

• Multi Select Filter off comma separated values

  Hey friends! I have a query table for a couple of dashboards/ charts. In one of the dashboards, I'm trying to create a multi select filter for the service that is being sold. The way we look at services is by a CRM field titled, "Mail Lead Entities,"

• Dashboard filter applied to all reports but not visible on report

  Hi, I have two reports which shows sales transactions data - one is graph and the other a pivot table. Both reports use the same base table. There are no filters on the reports so it shows all transactions for the last 6 months. I want to create a dashboard that includes the graph and the pivot table report. However, I want the dashboard to have a fixed date filter that only shows the last 30 days of data i.e. filtering the underlying graph and pivot table to show the last 30 days of order data.

• Equipment Scheduling for Efficient Field Service Operations

  Zoho FSM helps you nail the critical aspect of field service management, i.e., scheduling the right technicians to the service appointments. Ensuring that technicians have access to the right tools and machinery for their job is also of paramount importance.

• Chat issues

  I am having a couple problems with the zoho chat feature. When I use Chat from the App bar, not everyone is getting messages (these are to different accounts, Yahoo & Gmail). I did finally get the Users to show up correctly. However, when in an active chat with someone, I only get one sound notification. No other notifications, pop up or otherwise, come through to alert if another message was sent. Also, the bottom Chat bar that shows Active chats while I am in email does not show any online contacts

• Problem with multiple pages record template

  Hi, I have a record template with multiple pages. When I print, it has gaps between pages. How can i fix it?

• Field Update: can't find a custom multi-line text field in the options list

  I want to update a custom text field (large size multi-line: 32000 characters) that I have added in the Accounts module using this functionality https://help.zoho.com/portal/en/kb/crm/automate-business-processes/actions/articles/field-updates , but I

• Ask the experts - A live Q & A discussion on Zoho Recruit

  We are delighted to come back with another edition of Ask the Experts community series. This edition, we'll be focusing on everything about Zoho Recruit. The topics will focus on the features that are used/asked by the majority of users and also based

• Zoho One Datensicherung möglich

  Gibt es eine Zoho One Datensicherung über alle Apps mit eindeutigen Datensatz-Id´s eines Kontaktes in allen Apps und mit allen Bildern (insbesondere Artikel-Bilder)? Wir haben festgestellt, dass die Zoho Books Datensicherung keine Bilder sichert. Und

• Note not being pulled for other modules in email template

  Hi there, Currently i am creating an email template that is able to pull the data from notes field in estimate module and email it to procurement team where they will be able to receive the email with the contents of the note, i am unable to replicate

• Pop Up

  Hello, I want to automatically display the information of the attached data in the product module in the related list section of my data in the lead module when the current time matches the "Call Time" field of my data in the leads module. How can I achieve

• New feature alert: Witness signing is now available in Zoho Sign

  Hello! Getting documents signed with confidence in Zoho Sign just got a major boost! We're delighted to introduce witness signing, where other individuals or entities can be designated as witnesses to observe the signing process and add their signatures

• How to report and analyze a multi-select field entries distinctly ?

  As many of CRM users I have many multi-select fields that allows me to choose more than one chose in one cell for a specific filed Like: Field A - A;BC - A;C -B;C But when reporting the field it will handle each cell as a "String" not multiple entries

• Get the capability to convert documents to different formats

  Hello users, In this article, we'll be exploring the Conversion API in Zoho Office Integrator to understand how it can be used to convert documents to different formats right from your web app. Before we get to the details of the Conversion API, here's

• Issues with certain CRM, Desk & webhook blocks in Guided Conversations

  Good day I have been attempting to add a block on our guided conversations, which give our customers relavent information based on their queries. The issue is that when I attempt to use a block that fetches data I get the following error popup: Cannot

• Use Zoho Creator as a source for merge templates in Zoho Writer

  Hello all! We're excited to share that we've enhanced Zoho Creator's integration with Zoho Writer to make this combination even more powerful. You can now use Zoho Creator as a data source for mail merge templates in Zoho Writer. Making more data from

• Analytics Module: Can you move items from one dashboard to another?

  Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

• Can't delete/hide related lists

  Hi, Maybe I'm missing something, but I can't seem to find where I delete or hide related lists in a module. When I go to a record and click the little arrow on the right next to the related list, I only get the option to select what fields in that list

• Make Widgets Clickable or Copiable

  Hi, I created a KPI Widget in Zoho Analytics whose content I would like the users that see my dashboard could copy or click and be redirected elsewhere. Yes, I'm aware I can create a Text Box for that instead of a Widget, but the problem is that the link

• Custom API - Need to create a string return value, not only MAP

  @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

• Automate data upload process like reports

  I'll start with the end in mind.  I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software.  Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any way

• Address Autofill

  Hi I'm having issues with the address autofill tutorial (https://zurl.co/rGXQ). I have followed each step in the tutorial, but when i paste the code into a workflow/function, i'm getting the following error code: Improper code format Correct format :

• Sync custom module ID to Lead module

  Hello, I am trying to sync Contract ID (custom module) from Deal module. I have an existing function that whenever a contract is created, it will automatically creating deals based on the frequency of the contract. Now i am having problem to show the

• In Kiosk, please support "File upload field" in the "Field Update" action

  Hello. Supporting "File upload field" in the "Field Update" actions would be a great addition to Kiosk Studio. I would appreciate it if you could evaluate it. Saludos,

• can I link a contacts to multiple accounts

  can I link a contacts to multiple accounts

• Change Last Name to not required in Leads

  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

• For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account.

  Hello Zoho Even if we open 10-15 windows in still we are getting our accounts locked with error " For security reasons your account has been blocked as you have exceeded the maximum number of requests per minute that can originate from one account. "

• Zoho Creator - Zoho Analytics

  I am facing an issue in Zoho Analytics where I am still seeing deleted data from the Zoho Creator form I created. Could you please look into this and let me know what needs to be done?

• The Social Wall: November 2024

  Hey everyone, As we move into December, we're excited to share all the updates that went live in Social during November. View, monitor, and respond to your WhatsApp and Telegram messages from Inbox Take your communication a step further by integrating

• Launching CPQ for Zoho CRM! An in-built solution for bespoke quote management

  Hello everyone, We are thrilled to announce the public release of CPQ (Configure, Price, Quote) for Zoho CRM, which is a fundamental block in sales management. NOTE: CPQ was a public early access feature from March 2023 — January 2024. Since February

• Add an action to set agent as a member of a team in zoho desk

  Hi, Please add an action to zoho flow to set agent as a member of a team in zoho desk (add to a team or remove from a team). Regards, Ram

• Power of Automation :: Automatically set the dependency between Parent task and the respective sub tasks

  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 complex tasks and

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