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• Kaizen #81 - COQL API - Part II

  Hello everyone! Welcome to another week of Kaizen! In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post. Supported field types and Operators Please

• How to add filters on dashbord components - Zoho CRM

  Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but still

• Cross module duplicates

  Is there a way to identify existing duplicate lead and contact records? i. e. "show me all lead records where a contact record with the same email address exists" Ideally there would be a custom CRM report for this, but I can't see how to create it. I

• Zoho Campaigns Related List in CRM

  hello, there is a nice Campaigns related list in CRM Lead and Contact records. the list typically populates all campaigns in including emails from Zoho Campaigns which is done via CRM <> Campaigns integration. An empty related list visual attached: However,

• How to make the Grand Summary stay on top/bottom when scrolling

  Dears, As the title, I want to make the Grand Summary always stay on top/bottom, always visible when the user scrolling up/down the pivot chart. How can I achive this?

• Where is the Portal option?

  Hi. Im using the Trial period account. Id like to see how the portal works. The doucmentation says I can create a portal by going to Setup > Channels > Portals. However, I dont see the option. I can see Email,Telephony,Chat,Signals but no Portal option. Thanks

• setVisibility() not working for Subform Fields with Client Script

  I am currently working on a Zoho CRM Client Script involving a subform and encountered a limitation that hinders my ability to fully control the visibility of specific fields within subform rows. The setVisibility() method, which works perfectly fine

• Automatic Lead to Contact Conversion in CRM

  Is there a way to automate lead to contact conversion? In my case I would like to merge (convert) lead and contact records, if a contact being created already exists in leads - by matching email address. I understand the manual conversion of a single

• [ Free Webinar] Transform your hiring process with Zoho Recruit's AI tools

  We are conducting a free webinar (on 26th November, 05:00 AM IST - 06:00 AM IST) designed to help you make the most of Zoho Recruit’s AI capabilities and give you a sneak peek into our future roadmap. Why Attend? In this session, you will: Discover how

• Migration O365 vers Zoho

  Bonjour à tous, J'ai déjà migré 4 users sans problème depuis O365, tout s'est bien déroulé. Je maintenant migrer d'autres users mais l'inter face plante et je ne trouve pas de solution. Qd je souhaite ajouter les nouveaux users à migrer j'ai le message

• Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.

  Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. I am experiencing some issues with my email account from realestateassists.com and I hope you can help me resolve them. I am encountering the same problem as another user, and I am unable

• How to interpret Campaign report statistics - definitions/explanation

  I am trying to make sure I understand the Campaign report correctly Do you have a list of definitions for: Delivered - it has reached the recipient's inbox Campaign reach - is this the number that have opened the campaign email? Unique Opens Clicks/Open

• We would like to make a separate, internal-only knowledge base. Is it possible to have a public department but not display it in the help center?

  It seems like it is not possible to display/hide the knowledge base from the help center per department.  Is there a way to do this? It looks like all department knowledge bases are displayed if they are public, and there is no way to hide one from the help center while keeping it accessible via a permalink URL. For example, lets say I have one KB for Clients and one for Employees.    I want to keep my Clients KB public, and also want the Employees KB to be public, but NOT displayed in the help center.

• Custom Buttons

  Is there any way to create a "Custom Button" that would initiate a workflow, or call a custom function, preferably directly from a ticket? In Zoho CRM records can have custom links and buttons that make outside integrations relatively simple.

• Workflow Rule to Change Ticket Subject on Creation

  Hi team, I’m experimenting with Workflows in the Enterprise version but need assistance. How can I configure a Workflow to automatically remove prefixes like 'RE:', 'FW:', or '{EXTERNAL}' from the subject line of emails?

• Dynamic File Names for Mail Merge Templates through Send with Zoho Sign

  Hello, Is it possible to autopopulate the fille name when creating a mailmerge template through the send with Zoho sign button? Currently it just defaults to the name of the mail merge template, but it would be great to able to auto-populate this based

• Zoho One Backup of entire account

  Hello, When using Zoho one is there a way to backup your entire account of all apps that you are using \ activively using in a single step or do you have to backup each applications data individually? Thanks,

• Carding Forum Top carding forums Carding forum 2025 atn card the world

  Carder Forum hacking forums Carding forum atn card the world TRUSTED CARDER FORUM - BEST CARDING FORUM - TOP CARDING FORUM - ALTNEN - ALTENEN - VERIFIED CARDER FORUM 2024 -Paypal Transfer - Cashapp Transfer- C2BIT - VERIFIEDCARDER- WORLDWIDE SHIPPING

• Click to edit fields with Canvas layout

  Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you

• SMTP Prestashop connection failed

  Hello, I have configured my email correctly. But I have a problem configuring the email with my Prestashop store smtp server - smtp.zoho.com smtp user - your email address configured in Zoho smtp password - password of the corresponding Zoho account port

• 535 Authentication Failed received from smtppro.zoho.com with PrestaShop

  I am using shared hosting via namecheap.com and am hosting a PrestaShop installation. I'm trying to set up zoho smtp in the email config. I am entering the correct email and app specific password but am getting the error (when sending a test email): Error:

• Project Templates & Blueprint Templates

  I am trying to have a blueprint activated, when a new project (based on a template) is created. So the blueprint restricts the whole new project created. I have done several tests and the blueprint does not get applied to the created project from a template.  The criteria to execute the transition is "created by", and i have added all exisiting roles. It appears to be half working, becuase if i add a new task, the blueprint is activated in that task, but the prepolutated ones (from the template)

• Sharing an entire Zoho Learn space externally

  Dear Zoho Community, I am enquiring about the possibility of externally sharing an entire space via a weblink. Our objective is to utilise one of our spaces as a client-facing knowledge repository. We would like to offer clients access to this space through

• Zoho Manufacturing

  Hi there, I have met many zoho users and they are asking for zoho manufacturing solution . Zoho answers that it is under development for long time now

• I'm not able to sync my leads from Zoho CRM to Zoho Marketing Automation

  Hello!! We are trying to run a trial marketing automation within our internal team while trying to integrate leads from Zoho CRM. But as we tried to sync leads from the Zoho CRM to Zoho Marketing Automation an error pops up displaying "Organization is

• Roles Module?

  In other systems I build in there are sometimes strict one contact record per human and one company record per company with an interlinking file called roles. This allows for one contact to have multiple roles at the same time with different companies

• How do I migrate from Office 365 to Zoho Mail?

  Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose

• ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION

  HELLO I WANT TO ADD CONDITIONS FOR FIELD IN ZOHO BOOKS TEMPLATE CUSTOMAZATION FOR SALES ORDER . I HAVE SET %StatusStamp% IF APPROVAL I WANT THAT TEXT TO BE DISPLAYED WITH GREEN COLOR OTHERWISE OF OTHERR STATUS RED COLOR AS SHOWN IN CODE BELOW . BUT IT

• Zoho Voice & Zoho CRM

  I was using Twillio to send automated messages to my clients when a new lead comes in Zoho CRM. The twillio integration was stopped by Zoho and hence I used Zoho Telephony which doesn't support SMS. Now someone from Zoho told me to use Zoho Voice. I bought

• Error Uploading an Already Active Contract

  I'm trying to upload a contract that is already active (and has been signed in Adobe Sign as a PDF). I am receiving an error when I am on the Upload Screen, trying to upload the version of the "Signed" contract; the file will not upload and I'm told that

• How to add footer in the custom widget

  I am creating my custom widget for ASAP integration in Moodle as i only need knowledge base and submit a ticket there in the moodle, There was some translation issue in default module widget now i found the way to create separate widget and show in the

• Request for Custom Script Support in Help Center

  We would like to request the addition of custom script support in the Help Center, similar to the functionality provided by Zendesk. This feature would allow administrators to customize their Help Center with scripts for enhanced functionality, such as

• Problems and errors importing employees (People v5)

  We are setting up Zoho People for the first time and want to get employee data into the system as fast as possible. We have tried three different ways but they don't work. Using the Zoho One Using the Google Workspace integration Importing a csv file

• My survey is getting tons of responses but no one should have access…why?

  Did my survey get a bot attack as soon as I put it on? I have like 200 responses. Where are all these coming from? Can I someone talk to me and find a way to fix this? Do I need a capcha thing on zoho surveys? I need help ASAP. This is so disappointing!!

• Email Distribution - Unique link by group/multiple emails

  Hi I would like to know if there is any way to send a unique link to multiple emails via email distribution. Example: 1 unique link for Group A, 1 unique link for Group B, 1 unique link for Group C. Each group has 3 emails/persons. So, if Person 1 from

• Price Lists

  Hi We have over 100 customers and thousands of products, and every one of our customers has a different price for every product that we sell.  When the buying price of a product increases, is there a quick way to increase the selling price for all customers, or do I need to edit more than 100 price lists every time a buying price increases? Thanks Keith

• Guidance Needed: Best Zoho Application for Managing Installer Tickets with Photo Uploads and Dashboard Tracking

  Hello Zoho Community, I am seeking advice on the best approach to create a ticket management system tailored for our external installers. We are a manufacturing company specializing in kitchen and bathroom cabinets, and our external installers use a Zoho

• Business Hours with lunch break

  Our business hours are: mon - fri 08:30 - 13:00, 15:00 - 18:30. How can I handle the lunch break? If I use 8:30 - 18:30 it obviously breaks SLA. Thanks

• Log a Call Function

  First, thank you for implementing the Log a Call function. It's been a frequent request on our team before we can adopt Zoho CRM, and this helps remove that. However, one small detail: the reason people wanted Log a Call was to quickly log a call's activity with the minimum effort possible. With the structure of the new Log a Call function, you have required several fields that are unnecessary for most people and that significantly slow down salespeople or CSRs in logging calls. Could you please

• Mapping “Account Name” from CRM to Campaigns

  I’m syncing our Contacts list to Campaigns and want to select “Account Name” as an available field. Account Name does not appear in the drop down menu for CRM field even though Account Name is a field in our standard layout. How can I make it availa

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