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• Unable to update desciprtion field

  Hi Team, perviously, we had hidden the description field on our Help Center as we used a diffirrent field to name our ticket description. Now, the description field suddenly became available on our help center and there are no option to disable it to

• Deluge Function to Update Custom Field

  I'm trying to get a Deluge function (which will run as part of a Schedule in Desk) that retrieves all tickets with the status "Recurring" and updates the custom field checkbox "cf_recurring" to "true". Here's what I have, which doesn't work: searchValue

• How to integrate Zoho sign with Zoho CRM

  Hi， I am starting to use Zoho sign for CRM inventory template signature collection. is there any way to fetch CRM inventory template and auto send to specific mailbox by using Zoho Sign API(or other)? I know we can click "Send with Zoho sign", but we

• Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel

  Importar datos de clientes a Zoho CRM por medio de un archivo csv o un excel Hola necesito hacer importacion de datos desde un sistema propio. Quiero exportar datos como nombre de Cliente, empresa, venta, importe, fecha.

• Exciting Update: Multi WhatsApp Business Account (WABA) Support Now Available in SalesIQ!

  We’re pleased to share an important update that will enhance the way you manage your WhatsApp Business accounts (WABAs) within SalesIQ. With the launch of Multi WABA support, you can now connect and manage multiple brands more effectively, each under

• Formula field - anyway to round up/down to nearest integer?

  Hi all I'm sure I'm missing something, but how can I return the nearest integer i.e. 5.2 = 5, 5.7 = 6? Ceil and Floor round up or down... not to the nearest. Thanks BUMP Any ideas on this? This cannot be too difficult surely? Just to clarify, this is what I need to do: http://en.wikipedia.org/wiki/Nearest_integer_function BUMP!! If this isn't possible - please let me know?

• want to create labels in radio button below the radio circle

  matrix question....labeling the radio button

• Zoho Campaigns - Footer mis-aligned

  Hello, I'm experiencing an issue with the footer alignment in my Zoho Campaigns emails. When I create an email, the footer appears correctly at the bottom in the editor. However, after sending a test or live email, the footer shifts to the middle of the

• Tasks not added to the timeline

  Hi, It would be nice if tasks and completed tasks were added to the timeline. Especially since there's no easy way to see if there are completed tasks without changing the default open tasks to completed tasks. Also the quick view doesn't display task

• Contacts, Leads, Prospects, Opportunities, Deals, Oh my!

  I've implemented three CRM's in previous companies, and led the effort for two of those. I'm pretty familiar with sales pipeline management. For my current company, I chose Zoho One because of the broad range it includes for other business processes,

• Ask Zia to update a number

  Hi, Quick question....... Is it possible to use Ask Zia to update a number in a table, for instance if I have a field with $1M and would like that updated to $10M can I do that via Ask Zia? Thanks in advance

• Phonebridge is not visible for one user

  Hello Community, i setup phonebridge. It is working for all users in the organisation. Except for one. I uninstalled phonebridge for the user and reinstalled. But the Call button is not appearing in CRM. What could I am missing. ? Many thanks and best

• Sorting in scorecards

  Hi Can I request the addition of a Sorting feature in the Scorecard widget? We use this to show account manager performance by quarter, or year, or whatever. It's good for side-by-side comparisons. However, it would be more useful if we could choose to

• Implementing component filters and restoring deleted items in Zoho CRM analytics

  Hello everyone, We're thrilled to announce two powerful enhancements to your Analytics Dashboard that will improve the way you visualize and manage your data: component filters and the option to view and recover recently deleted items. These improvements

• WORK DRIVE CUSTOMIZATION

  WORK DRIVE CUSTOMIZATION Create folder for every Case by “Contact Name “in Work Drive under Associate Deals Folder Directory: User Work Drive Accounts: Route Directory Associate Cases Case Name, Case Number Client Upload- Shared with contact (for collaboration)

• Integration with Zoho CRM?

  Will it be possible to integrate WorkDrive with CRM similar do Zoho Docs?

• Leads, Prospects, Contacts, Clients and Me

  I'm trying to adapt my process to Zoho and am getting confused. Here's how I did it before. Maybe it's just terminology...? Leads - anyone from any source that I might want as a client. Leads include people that I am sending emails or tapping in social

• CRM Portal Help

  Hello, I am trying to set up a portal to connect with our referring doctors to keep patient cases organized. I set up the accounts module as office, the contacts as doctors, the leads as patients, and the deals as treatments. Everything seems to work

• Make function for repeating code

  Hi, It's me again with my questions... 😅 In my Creator app, there's code that repeats itself in several places. And repeating code necessarily means optimization. So I'm trying to create a custom function to centralize my code in a single place and call

• Issue with syncing zoho campaigns with zoho crm

  Hi there, I want to sync both zoho campaigns with zoho crm however i have encountered some issues with this. when clicking manage in zoho i receive this message even though im using the same account and its an admin account. however when i go to zoho

• Filter Statuses by Project in Jira "Issue Status Updated" Trigger

  Hi Zoho Flow Team, Hope you're doing well. When using the Jira "Issue Status Updated" trigger in Zoho Flow, after selecting a project from the "Project" dropdown, we need to choose the "Status Changed To" parameter from a dropdown list. However, this

• Does funnel chart in Zoho Analytics have an option of deciding the order of the stages of funnel in custom manner?

  I want to build a funnel chart for my recruitment process. I have data from Zoho Recruit synced with Analytics. Upon creating the funnel chart with 'Stage' in X-axis and 'distinct count of candidate ID' in Y-axis, I can create a funnel chart. However,

• how to add time to date on a highly customized quote - where to find the customized quote

  Our highly customized quote generates on the quote the date, we want to add the time it was generated. We do not know where to find the customized quote in the CRM to do this.

• unblock account email

  Could you please enable jperez@asociacionpataz.org.pe. Thanks for your support

• Zoho email address not found.

  HI Zoho Team, I have created a zoho account, verifyied domail and Confihure MX record also, all are done.I have also created three email address  but now i am facing a problem that - i am able to send messages using my zoho email ids but if any person trying to reply on that mail then it gives a mail which says-"Address not found.Your message wasn't delivered to "email@domain .com" because the address couldn't be found, or is unable to receive mail."

• Integrating Zoho Creator's Calendar Report with Zoho Calendar as App Calendar

  Hi, it would be helpful if Zoho Creator's Calendar report is integrated into Zoho Calendar as an app calendar.

• Bigin-Zoho Projects Integration

  We're pleased to announce the Bigin-Zoho Projects integration, which enables you to manage client relationships and project tasks simultaneously in one system. With this integration, once you close a deal in Bigin, you can create a project in Zoho Projects

• Challange in Zoho Books Integration Task - Create Record

  I am creating Customer record in Zoho books, through Workflow\Custom Functions in Zoho book. The input values are picked from custom module "cm_student_id" during edit and save events. The Customer record is getting successfully created, however only

• Competitors When Deal Lost

  I would like to add a lookup field to deals that is only visible and only required when the deal is closed and the reason is marked as "Lost to Competitor" This lookup field would use the competitors module to allow the salesperson to link the deal to

• User filter in Analytics Report

  We have connected Projects to Analytics so we can generate have a dashboard on task progress and completion. I've added a "User Name" user filter, with the intention that we will be able to quickly see tasks per task owner and what the statuses of those

• Managing independent contractors

  We use Independent contractors as our field techs. I'm looking for a solution to be able to manage there timesheets, payments, and etc

• How to convert spreadsheets to any format from your web app with Zoho Office Integrator

  Hello users, In this article, we will explore how to use Zoho Office Integrator's Spreadsheet Conversion API to convert spreadsheets to different formats such as CSV, XLSX, and ODT right from within your web app. Highlights of the Spreadsheet Conversion

• Issue with "invoice_url" Field Showing Draft or Void Status

  We are using the Books API feature, and we are experiencing an issue with some invoices. When we use the "invoice_url" field to access an invoice link, we receive the error message: "Invoice that you are trying to access is in draft or void status." This

• String field that contains html code to email

  Hello everyone, We've created a zoho flow that takes some input from the user (some keywords from a multi pick list) and sends them to a zoho flow which uses an ai prompt to create an email based on these keywords in an html form (e.g. use of <p>, <b>,

• 【Zoho CRM】数式項目に関するアップデート

  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、数式項目のアップデート（3つの機能強化）をご紹介します。 【目次】 １、時間ベースの数式を自動更新とリアルタイムの値を表示 ２、条件に基づいて数式の実行停止 ３、既存の数式を使用して新しい数式を作成 １. 時間ベースの数式を自動更新とリアルタイムの値を表示 数式項目のプロパティに関数「Now()」を含む数式項目の値をリアルタイムで自動更新するというチェックボックスを導入しました。 Before：データが手動で編集されるか、自動化によって更新されたときにのみ、数式項目は最新の結果を計算し、値を表示していた。

• How can I add Material cost to a project?

  Hello, We use Zoho project to manage scheduled work. This consists in labour tasks and matrials cost. How can I add the material budget, then teh cost to the project? Thanks Barbara

• License Issue

  Hello Campaigns Team, we have 17 ZOHO One licenses but in campaigns I get the message that we have a free plan. How can we use ZOHO campaigns? As far as I understood campaigns is a part of ZOHO One. THX Niels

• ZOHO CRM API Python SDK Convert Quote to Sales Order

  I can see footprints that this may be possible through Inventory Conversion. But I am unable to locate any specific details or samples on how to do this. I am using the most current Python SDK. Any support or even sample code would be much appreciated

• Zoho Books - uploading company logo squashed

  I am trying to upload my company logo with the following dimensions - 240 x 240 pixels and a file size of 106Kb. When I look at the logo in my invoices, it is squashed and not the right size. Any idea what is going on? I've tried uploading jpeg and png

• Missing Custom Fields in ZOHO Reports

  Hi, I am currently attempting to generate some reports using the programme. However, I have met some obstacles in the form of missing custom fields from the field selection panel when creating charts etc. Please advise. There are plenty of custom fields which is rather important to creating these reports. Thank you.

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