ご検討中の方

• Recent Topics

• Create Dashboard using data/tables from different workspaces

  Is it possible do create a Dashboard using different tables that are part of different Workspaces?

• Este domínio já está associado a esta conta

  quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço idéia de quem seja. Como que faço pra resolver isso?

• Storage addon failed to upgrade

  Hi, I am trying to purchase addon storage, but i am getting upgrade failed error Sorry! We are unable to process your information. Please try again after some time. If the problem occurs again, please visit our Contact Us page to reach out to the appropriate

• no puedo recibir correos

  Hola, en la cuenta de la empresa desde hace unos tres días dejamos de recibir correos y no hemos realizado ningun cambio de configuracion, requerimos asistencia urgente por favor

• NO PUEDO RECIBIR CORREOS EN MI CUENTA ZOHO MAIL

  LO QUE SI PUEDO HACER ES ENVIAR CORREOS PERO NO PUEDO RECIBIR CORREOS. Y LA CONFIGUIRACION DE MI DNS YA ESTA CORRECTA Y APUNTAN A ZOHO PERO AUN ASI NO PUEDO RECIBIR  NECESITO AYUDA URGENTE YA QUE EN MEXICO NO HAY FORMA DE COMUNICARNOS VIA TELEFONIA CON

• Send email is not authenticated

  Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".

• Using Queries with dynamic parameters in Kiosk Studio

  Hi, I'm pretty new when it comes to developing within Zoho (I'm really a .NET developer), as it was just added to my responsibilities. For a new feature in the CRM, I'm trying to develop a Kiosk function to show a list of records (retrieved by the new

• Zoho sheets to crm and mapping

  i want to know more about mapping the contacts that i upload from the spreadsheet also couldnt able to understand flow

• Condition-based data sharing rules are now available in CRM

  Dear All,   We are excited to introduce a much awaited feature: condition-based data sharing rules. We'd love to explain more about this enhancement.   Specify record conditions in data sharing rules Data sharing rules enable you to share all the CRM

• Automatic Portal invite

  We have numerous customers we move through a blueprint in deals, when they get to a certain point we need to give them portal access, how can this be done through deluge or a workflow?

• Is it possible to trigger the review process when a record is edited?

  Hello, I need to trigger a review process whenever a field is updated to a specific value. This field is empty when the record is created and is only filled later. I know the approval process exists, but that's not what I'm looking for in this case. What

• 【Zoho CRM】ウィザード機能のアップデート

  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」の中からウィザード機能のアップデート をご紹介します。 今回のアップデートにより、ウィザードの「条件処理ルール」機能が改良され、以前の入力画面の項目を基に条件を設定できるようになりました。 これまでは条件設定が1つの画面内に限られていたため、画面間で情報を関連付ける際に、余分な項目を作成する必要がありました。 今回のアップデートにより、前の画面の情報を利用して次の画面に条件を適用できるため、設定がより効率的になります。

• Partner with HDFC And Sbi Bank.

  Hdfc and sbi both are very popular bank if zoho books become partner with this banks then many of the zoho books users will benefit premium features of partnered banks.

• Send a formatted CV to multiple contacts at multiple clients - and have it associate with both candidate client

  I would like to send a formatted CV of a candidate to multiple contacts at multiple clients and have it kept on the record of all three; client, contact and candidate. I understand how to send an email to multiple contacts at multiple clients - and indeed I am able to attach the CV of a candidate through 'browse'. Obviously this does not associate it with the candidate though, only the contact it is sent to. Is there any way to do this? Thanks in advance.

• Set organization level access to Knowledge Base and manage duplicate article permalinks (with date appended to them)

  Hello everyone, We have introduced two important updates in the Knowledge Base module: Permissions - A new permission called "Admin access" has been introduced under module permission. Permalink alert - Users will be alerted when an article with the same

• Language Field on Contact Person-level

  Dear at Zoho Books, would it be possible for you to have a Field for 'Language' for the Contact Persons under a Company. In CRM and Bigin we could create a Custom Field (Dropdown) for this effect but without any present in Zoho Books we could never sync

• Zoho Books email notifications

  Hi, We are currently implementing Zoho books for our organisation. I have 2 questions. 1. Are we able to embed HTML into our emails to make them look as part of our business ? Branding is very big issue for us and i would like to make sure that all branding efforts are carried across into the notification emails.. 2. Is there a way to preview the notifications that are sent out to our customers so we can make sure the look and feel is as we require ? thanks

• Custom Validation for Fields in Zoho Forms using Regex

  I want to validate single line fields in zoho forms using regular expressions. The only options I currently get are min characters and max characters.

• Plug Samples #12: Verify Customer Mobile Numbers with OTP to Avoid Spam Entries

  Hi Everyone! Verifying customer information is critical in business to filter out junk data and spammers. Whether it’s lead generation, appointment booking, or any other operation, ensuring quality data is essential for driving meaningful outcomes. A

• Cost Center accounting

  Hello all. We are looking at switching from MYOB to Zoho books. Love all the features in books - esp. CRM integration, but the big gap for us is the lack of cost-center accounting feature. Are there firm plans to develop this feature in Zoho Books? If

• Impuesto automatico en cotizaciones

  Buen dia Mi pregunta es como se puede poner alguna operacion para que las cotizaciones me salgan automaticamente con impuestos ya que uno al cargarla al final tienen que añadir el porcentaje de impuesto Saludos

• Formatting of Gantt Chart for PDF export

  Hi all, There really needs to be some improvements to the presentation of exported PDF Gantt Charts. An exported format is the way that most people on a project (other than the PM directly) will consume this data. The current PDF export options are lacking a lot of control. - I'd like to firstly have control over the export size of the PDFs (A4, A3 etc), Currently it seems arbitrary - very large aspect ratio print sizes. - Next i'd like to be able to specify the print date range, and scale (show

• How to Iterate a Function in Zoho Desk Workflow with Delay Between Calls?

  Hi everyone, I’m working on a function in Zoho Desk that searches for a specific ticket record. If the ticket is not found, I need to retry the search multiple times with a delay between each attempt until the ticket is located or a maximum number of

• タスクを問い合わせテンプレートに追加

  タスクを問い合わせテンプレートに自動で追加されるようにしたいです。どうしたらいいですか

• Placeholder for Agent Signature in Email Templates

  Dear Zoho Team, I hope this message finds you well. We currently face a limitation when designing email templates in Zoho Desk. While we can create email templates and include a footer at the end, the agent signature is always appended by default at the

• Custom Profile Agents Unable to Update Mandatory Phone Number in tickets under Zoho Desk

  Hi, While working in the Ticket module in Zoho Desk, agents with a custom profile are unable to update the Phone Number field (which is mandatory) under Account Information. The agents need to enter values such as "NA" or "Nil" in the field to close the

• Item images

  Can we get an "On hover" expanded image for items please ?

• Updating existing values in a list

  Is it possible to update an existing value in a list? For example if I wanted to append text to an existing string value that I had previously added to a list is that possible? I'm able to extract the existing value (get() function) and append the additional text, but can't find a way to add the new value back to the list in the same index location. One work around I found was to delete the existing list entry and then add the new value, however this changes the index location to the last entry in

• Host not reachable

  Good morning. I have four mail accounts and they have been working well for years. Now, suddenly, I am unable to send any e-mails from any of them. I allways have this pop-up: Thank you. Regards. Luis Fernández

• Zoho Marketing Campaign

  I want a details report of marketing API . which API i can use to get a full flexed detail of email campaign , sms , social media ,and all other campaigns ?

• Zoho Marketing Automation APIs

  When I want to create New lead in marketing automation , I want to add First Name and Last Name as well along with Email but there is no option like this in API . Can you please give me the API which will fulfill my condition ?

• Adding Folders in Android App

  Is it possible to create a new email folder within the Zoho Mail Android app?  Or can this only be done from the desktop version of Zoho Mail? Cheers!

• Collaborative editing of spreadsheets by multiple users simultaneously - Is it really possible?

  I work in a SharePoint 2010/SharePoint Server 2010 environment and we use MS Office 2007(Excel 2007) . I have been trying to create a MS Office document which will allow multiple users to work on a spreadsheet simultaneously. For that I have: 1) Created a excel workbook and published as a workspace as suggested by Andrea Kalli in her link: http://www.wonderhowto.com/how-to-collaborate-files-between-sharepoint-and-office-2007-182172/ 2) Set up and saved the Excel Workbook as "Shared" and made it available

• Ability for customer to give feedback after receipt of an order

  Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to

• Zoho Books Sandbox environment

  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

• Zoho Books | Product Updates | November 2024

  Hello users, We are back with exciting new features and enhancements in Zoho Books. From multi-criteria workflows to writing off customer opening balances, discover the new updates designed to make your bookkeeping swift. Attach XRechnung to Invoices

• Spell check sucks

  Come on guys, it's 2024 and your spell check is completely retarded. You gotta fix it.

• How to send certain invoices for Approval based on condition?

  To streamline operations, I need the invoices to go for approval when certain conditions are met. For example, if my staff gives a discount of x amount, it must go for approval. If there is no discount, then the invoice will be approved automatically.

• Signature image logo not displaying in recipient mail clients

  Whenever I send an email to another person the image that forms part of my logo is not displayed just a broken link to: https://mail.zoho.com/mail/ImageSignature?fileName=Email-log.jpg&accountId=47238000000007001&storeName=NN1:-3205531763309921492 I can see the logo because I've got a zoho account and I'm logged on but others without a zoho account can't see it. How do I fix this? Thanks -Martin

• Sales Order, what are the statuses under Confirmed and Closed

  Hi, I have to build a workflow in Deluge which should be triggered when Sales Order status is Confirmed or Closed. But these 2 states don't exist when you fetch a sales order. Which of the statuses are considered as Confirmed or Closed ? Here is a list

• Next Page