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• Create Pop up notification on Contacts that there's an "Open Deal".

  I am trying to create Pop up notification on Contacts whenever there's an "Open Deal" on that contact. I am new to Zoho but figured out that this can be done with a Client Script. I got the code below and created the script however its not working. What

• Scroll to Bottom

  When scrolling a long list of notes within a Notebook, a "Scroll to Top" link appears. It would be very helpful to me if a "Scroll to Bottom" link was also provided. The same links would also be much appreciated if shown when scrolling within a long

• All time fullscreen start -_-

  in new version ''Notebook'' progam start at full screen,it make my eyes bleeding when i use it. Becouse it start at full white bright screen ,even at night or dark mode. Can you fix this? make option to not start at fullscrn, or make program remember

• Accessibility in Zoho CRM: Not just a feature—a way to empower

  For instructions on setting up these controls, please check this help document: Configuring accessibility controls. Hello everyone, Today (December 3, 2024), on the International Day of Persons with Disabilities, we begin our journey towards a CRM that

• Solution for setting up header and footer in a template

  Hi all, Emon need for business, I have long searched the forum and also how to put in my quote and my bills a header and a footer. And finally, I have an other working stream elements allowing me to meet my needs ... Given the number of people seeking the same thing as me, I say it might be good to share my discovery. It's simple and easy to implement First, start by adding the beginning of your HTML the following: <style> html {margin: 0;}  body {margin: 0;}  div # printhead { display: block;  position:

• How to separate Vendor custom fields from Customer custome fields

  Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors

• Zoho One Dashboard is not loading.

  Hi, Is anyone else experiencing a problem with the Zoho One Dashboard not loading? We started seeing the screen below on Friday afternoon and support has not responded regarding the same. Zoho One team, what's going on?

• Restore deleted account

  I delete one off my accounts on the control panel off zoho business but i need to restore it using the same username. How can i do that? Thanks

• Aggregate Formulas with Multiple Tables

  I get a 'Communications link failure...last packet successfully received..." error when trying to create an Aggregate formula that references two separate tables. I've made sure they are connected properly. It almost seems like it might be timing out?

• Free webinar alert! Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025

  Hello Zoho Mail Community! We’re thrilled to invite you to our upcoming webinar, Pause and Reflect: Why Zoho Mail is the Perfect Business Email Solution for 2025. We’ll dive into how Zoho Mail can elevate your email experience with its advanced security,

• Virus Scan Failing on Attachments

  Hi, Is anyone else having an issue with attachments being unable to upload? Virus scan takes forever and then fails, or just fails and says try again later Thanks

• Attendance Over-writing of Leave

  Hello Zoho, Currently if an employee comes to work while they have applied for leave, the system considers them as "on leave". Shouldn't the employee be marked as "present". Give it a thought

• Deals sync for Campaigns or Marketing Automation...

  We are looking to create a marketing campaign based on a custom "expiration date" field inside our DEALS module. We are open to using either CAMPAIGNS or MARKETING AUTOMATION but haven't been able to get either platform to sync the specific fields we

• Building extensions #2: Publishing an extension

  Hello developers, Welcome to our next post about building extensions for Zoho Finance Suite applications. In our previous post, we looked at extensions, their purpose, and how to create and test them. To recap, extensions are installable plugins or add-ons

• Is it possible to select the methods of inserting a signature (Not provider)

  Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'll

• Issue with Attachments in "Email a Thank You Note"

  Greetings, from a few days ago, when registering a new payment and clicking on 'email a thank you not for this payment', Zoho Books does not send anymore my attachments on this email, as before. It is very important to us, once here, we have to send another

• Zoho Learn - Public Courses

  Hi guys, How can a non Zoho user enroll for a public course? cheers

• Problem with delivery status in delegate account

  Hello, We have a problem with delivery status in "sent" folder in delegate account. Some messages has no status, some messages has "waiting" status, Some messages are delivered, some messages are delivered wit delay, some are not delivered. Conclusion:

• Decode user intent and behavior patterns with Zoho PageSense Session Recording

  Hello there, Join us in our upcoming webinar and learn in-depth about how to tackle conversion challenges with PageSense Session Recording. Session Recording is a powerful function that lets you record, re-create, and gather user interaction insights

• Zoho's biggest issue is unaddressed - Slowness

  I am sure most people reading this post also experience the very slow response times of Zoho CRM.  If you read the hundreds or thousands of posts on the topic...you will see that Zoho tries to take each poster offline to solve their problem as if it were a web browser tuning issue.  It is not a web browser tuning issue, it is very certainly a symptom of not purchasing enough server infrastructure (whether its the IP pipes, Disk I/O, Server I/O I don't know) which is probably a symptom of not charging

• Need best practices and ideas for group calendars or personal calendar with group invite

  Please share your ideas and best practices to use Calendars. Here's the situation. Using a group calendar to hold weekly recurring meetings for the "Design Team" means that Design Team members can easily view/hide the calendar. However, it also means

• Is the a way to show the actual Zoho Books Invoice in Zoho Crm Deal ?

  Im currently using the following code to create deals and tasks based off a new quote in zoho books, the problem is the quote is created under Accounts in CRM in the Zoho FInance Module, so when the deal is created it does state the amount of the quote

• Bulk Delete / Archive

  For me the Bulk delete and archive functions are not working anymore reliable. I get the message that the action is scheduled, but often it is not executed not even minutes later. To me, the user experience became terrible in the last month. It used to

• Error 0x800CCC0F Sending and Receiving

  This seldom used XP PC using Outlook Express has been using this Zoho email account for years with no problems. It just started getting this error when sending and receiving email. Nothing has been changed, upgraded, etc. No change with completely disabled

• Introducing more ways to customize your Bigin forms!

  Greeting, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms: You can now effortlessly gather contact and pipeline data. We're also improving the user experience with enhancements to design

• Google ads - zoho crm integration problem

  dear zoho team we were starting to use google ads integration with zoho crm years ago.  but till April there was an error. we can see GCLID in zoho crm but we couldn't get any information from google ads. (keywords campaign name etc) is there any problem

• Feedback Setting in Zoho Learn

  Hi everyone, I’ve encountered an issue with the feedback settings while creating quizzes in Zoho Learn, and I’m hoping someone can help me figure out a solution. Feedback Swapping Automatically: When setting up feedback for right and wrong answers, I

• Post to Bot doesn't work for Clickup extension

  I correctly configurated the extension but i don't received the notifications in my bot when a task has an update. Can you help me?

• What takes from the inventory quantity

  There are several options SaleOrders, PurchaseOrders, Invoices... which ones disminish the Inventory quantity of the product? Does the change occurs online?

• Show or hide a field based on the value selected in another field?

  Can this be done in CRM? If not and can only happen in Creator is there a way to combine Creator and CRM without paying for 2 accounts? Thanks in advance for your response(s). Moderation Update: I'm locking this post since a solution has been provid

• Default account for service invoice

  Hello, My client has some invoices for which he has entered a service description rather than using an item.  Is there a way to set the income account on this invoice, or can that only be done by using an item?

• Extracting data from ZOHO through API

  How can I extract the invoice and bill reports from ZOHO through API? I have to create a dashboard in Power BI and we do use other software too for accounting, so to get all data from different software in single place I need the API.

• Tip of the week #42- Filter out suspected spam emails before they reach your team's inboxes.

  Are unwanted emails cluttering your inboxes and exposing you to potential threats like phishing and malicious content? The antispam feature in Zoho TeamInbox gives you the perfect solution to keep your inbox organized and secure. By adding trusted email

• Questions about ZohoCRM's portal features

  thanks for the care from you every time. I have a question about ZohoCRM's portal feature. Products are displayed to the customers invited in the standard portal, but the products and prices to be displayed differ depending on the segment of the customer.

• Contact details when no answer in Chat

  Hello, it would be great to have a feature that when no one is answering in the chat for lets say 60 seconds ... the user gets a meesage to enter his email and we can follow up later. Now we can have only prechat forms ... which can loose potential clients

• Customer Display Name

  The Customer Display Name defaults to only the first name.  Is there a setting to make it default to display both the first and last name? Thanks, Bryan

• Introducing LinkedIn Apply Connect for Zoho Recruit

  Attract up to 3x more qualified candidates and hire more efficiently with LinkedIn Apply Connect. Let candidates fill-in job applications without any redirections, gain deeper insights with applicant highlights within Zoho Recruit, and keep candidates

• How Good Is Mail Search?

  I am thinking of switching to Zoho hosted mail. I have approx. 1.3G of mail in many hundreds of folders organized hierarchically. It goes up to 7 layers deep. I have to often pull up messages from previous years. Would I be able to search the entire content by using Zoho search? Right now I use an IMAP account. My desktop client is Thunderbird, the server is MailXchange hosted by 1and1. The server allows a multi layer structure, but the search function is useless. Because of that I have to use TB

• Problem when condition with lookup field in Zoho Creator

  this is my code: if input.promotions1 != null { info input.promotions1; } And this my result: when i info input.promotion1 (which is a lookup field), it turn back nothing, so what type of this field is? normally i use the condition: if lookup_field ==

• Integrate WordPress site as a Knowledge Base for Zoho Desk Suggested Articles

  Dear Zoho Desk Support Team, We'd like to propose a feature enhancement for the Suggested Articles system within Zoho Desk. This feature would allow seamless integration with a WordPress knowledge base, enabling relevant article suggestions for agents

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