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• Recent Topics

• Report workflow on multiple records only passes one id...

  I have a list of assessment records, and a report workflow that opens a stateless form so the user can choose who to assign one to and when it is due by. It also updates the status, and all works nicely, as long as it's one row at a time. But when I try

• Currency Exchange rates for Items

  We have a very specific need with respect to currencies. I'll try to explain it as below  1. We are selling imported software Products in India. 2. We import from Europe and US. 3. The suggested price is in USD/Euro 4. We want to give Quote/Invoice in

• How do i remove the Powered by Zoho logo from my careers page

  Can I remove this? ​

• Tip of the Week - Timeline User Filter for Dashboard

  Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created.   To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column.  To know more on

• Automatic Refresh on Page?

  Hi everyone, We use a page as a dashboard which shows data for the laboratory and tasks pending etc. Is there a way to set the page to automatically refresh on a X time? Many thanks TOG

• Redirect URL

  Hello people, First of all, I don`t know what to put in the field redirect URL. I believe it shouldn`t be the client domain, and the end point URL is not working as well. The endpoint used is https://www.zohoapis.eu/crm/v2/Leads. The whole https request

• Move a Contact from Current Account to a NEW Account

  I do not believe the functionality to Move a Contact from a Current Account to a New Account is not available. Please someone tell me I am missing something! I have been through designing, developing, using and selling CRM systems for over 25 years and

• Sync interval less than 24H for zoho CRM contacts with google contacts!!!!!

  We use mobile phone for calling and receiving calls, capturing incoming leads e.t.c. Actual data changes every minute of working day.   For example - I create a contact for incoming call in ZOHO MOBILE CRM, and then I should call him in 15 minutes...  This contact should appear in my mobile phonebook via google contacts. I see that zoho has native integration with Google contacts. BUT THE SYNC INTERVAL IS ONE DAY!!!!  So I have no actual data on my fingertips... PLEASE, set interval for 5 minutes.

• Email Workflow

  Hey Community, I hope someone here can help me out. I’ve been trying to figure out the best way to manage emails within Zoho CRM. From what I understand, Zoho CRM relies heavily on lead owners, who typically use either Zoho Mail or a connected service

• Version Control for Manuals/Articles

  My firm maintains a Policies and Procedures Manual which seems like it would be a very good candidate for the Manuals feature in Zoho Connect. Currently I am just uploading a PDF of the entire manual to the Files section of Zoho Connect as it allows me

• Remove completed ToDo from Calendar?

  I use Zoho Mail with calendar, and use the Tasks/ ToDo through that (not Projects, CRM etc) . I schedule tasks so they are in my calendar or at least show up at the top of the day. I want completed tasks to NOT show in the calendar, it is very untidy

• Can't create anymore inboxes

  I'm on the free plan (did the 15 day trial but it's expired) so I should be able to set up five inboxes for free but it doesn't let me and only lets me have two. I also got an automatic email yesterday saying I can't have two and that they'll be deleted.

• admin

  how do I add and delete users?

• Urgent Help Need - Your Incoming has been blocked and the emails will not be fetched in your Zoho account

  I have a problem. My incoming mails are getting blocked today Below is the error: "Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts" Blocks list Mail Incoming block: Mailbox size exceeds limit Mail

• Need Support - Email Incoming Blocked

  We received below message today and since then have not received any email. Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts. Click here to get unblocked. Mail Incoming block: Mailbox size exceeds

• Cant add celphone to my account

  Hello, I tried to add my cellphone to my account but the app doenst let me. I tried putting my wife number and It didnt work. It said to contact support. I want to add a domian email to Zoho. thank you

• Motivo:553 Relaying disallowed. Invalid Domain

  Hello to everyone! Hope you are doing well. When trying to send email i get the message "Motivo:553 Relaying disallowed. Invalid Domain" Any help on how to solve this? Thanks in advance! Marcos

• Using HTML for input

  If I add a button to an HTML snippet on a page, how can I trigger an action when it is clicked? <button onclick=???>Click Me</button> I've tried calling a script within the HTML, and I've tried calling a Deluge function, but neither seems to do anything.

• How to see attachment on answered email?

  Hi all, I would like to ask if it's possible to modify the behaviour of answered email with attachment, particularly I need to know if it's possible to see the original attachment on the answered email originally sended from me. In outlook client this

• Customer drilldown in VOC: Discover your customers behind chart values and act on them

  Dear Customers, We hope you're well! The influence of AI is sprawling, and among the thousands of AI tools available in the market today, nearly half of them are built by businesses for businesses to augment customer experience. By and large, customer

• View Full List button for Related Lists

  Hi Zoho Team, When their are more than 10 records in a related list, it can become difficult to work with that data. Especially if there are multiple pages. I've noticed when using widgets on the Home screen, it's possible to click and see a full list

• count unique records

  how to count only unique record with "aggregate records" task in script builder? something similar to .distinct but that return total number of distinct not the list. Example: I have multiple entries with the same date in a date field. I want to count days (duplicate days just count ones)

• Custom function inside a CUSTOM BUTTON - BOOKS CUSTOM MODULE

  I am trying to upload the attachment in a custom module(Books) to a work drive. One module is working, but another module(New) is not giving me the desired result as it is also giving an error. Of course, I changed the module name etc. Attaching the script

• Map view - Zoho Analytics

  In Zoho Analytics, the Overall Map is duplicating, with the global map appearing twice, which makes it hard to view clearly. Let me know what needs to be done

• Pull Price Book and Product info in a single report

  i want to be able to produce price books for my engineers. If i could produce a report with the retail price as an option that would be great. This seems to be an old issue to please what are the plans. Moderation Update (16th Feb 2024): The option to

• Combine Small Pie Slices in Pie Chart

  Hello, I am trying to make a pie chart showing our sales in each of our product categories. The problem is that we have over 80 product categories, and not that much room from which to look at it. I am wondering if there is a way to combine the smallest

• Easy way to Bulk Delete emails

  We get a lot of email into our TeamInboxes and we need to go through now and delete a lot of them. Yes, we can use filters but the select all, only allows for 250 threads at a time, once you page down the screen to get that many found. Is there a way

• Moving from Zoho standalone to Zoho One

  Hi, I am a bit disappointed with this. We have been using Zoho CRM, Zoho Books, Zoho Forms, and Zoho Flow for a couple of years. While they have their own compatibility issues, we’ve been able to navigate them thanks to Zoho Flow—not the support from

• FSM integration with Books

  Hi, I have spent a few months working with FSM and have come across a critical gap in the functionality, which I find almost shocking....either that, or I am an idiot. The lack of bi-directional sync between Books and FSM on Sales Orders/ Work Orders

• Email Tracking from inside Gmail

  Hello, are there any updates on this? I've been tracking the following the Email Tracking and Templates from inside Gmail topic. It appears to me marked as "Implemented" and is not allowing further posts even though the last response indicated that we

• Zoho CRM for Email Plugin for Outlook not working

  Since my latest Office 365 update my plugin for outlook is not loading, continuously spins "Processing please wait...". Does anyone else have this issue?

• Unable to Find “Marketing Attribution” in Zoho CRM Setup

  Hi everyone, I’m trying to set up Marketing Attribution in Zoho CRM, but I’m having trouble locating the option. All the guides I’ve found say to go to Setup → Customization → Marketing Attribution, but I don’t see “Marketing Attribution” anywhere in

• Celebrating 100+ WordPress Plugin Integrations in Zoho Flow

  Hello everyone, We are excited to share a major milestone with you—Zoho Flow now supports over 100 hand-picked WordPress plugin integrations! The Zoho Flow plugin in WordPress has reached 4000+ downloads as well. This achievement comes just seven months

• Blog Post Expiry Date (unpublish)

  Hi team, I have a client who runs events company and I've been talking to them about Zoho Sites as part of Zoho One. One of their requirements is to set an end date on blog posts, so they are unpublished on that date. This would be useful to display only

• Product Request: Send email to Secondary email

  Guys, we should be able to send the campaign to the secondary email too.  Is this on the plans for Zoho Campaign? It looks like I can map the secondary email from the CRM to the Campaigs, but can not send the message.  

• Create a new contact when a new record is added in a custom CRM module

  Hello. We created a new CRM module. We want to create a new Contact each time we add a new record to the new module. Can anyone suggest the best way to do this?

• FAQs on Approval Process - Post your Questions

  Dear All, Greetings! Approval process allows to validate records and streamline the process across organization to ensure a systematic approach. To resolve your probable queries, we are constantly gathering relevant FAQs and publishing them to address

• Can't prefill Signer Fields

  I am trying to create a doc where the customer needs to enter their information like name, address etc. It might be the case that we took their data beforehand and stored it in the CRM already. If that is the case, we want them to see their data and just

• 【Zoho CRM】承認プロセス機能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藤澤です。 今回は「Zoho CRM アップデート情報」の中から承認プロセス機能のアップデートをご紹介します。 承認プロセス機能では今回新たに3つの機能が追加され、これまで以上にデータ承認の柔軟性・透明性・機能性が向上しました。 【目次】 承認オプションの拡充 組織の階層設定 承認待ち状態でのデータ編集機能の追加 1. 承認オプションの拡充 承認者を2ステップ以上設定した上で「承認者の範囲」で「すべての承認者」を選択した際の機能が拡充されました。

• Linking Chat ID (SalesIQ) with Ticket ID (Zoho Desk)

  I am currently working on an integration between Zoho SalesIQ and Zoho Desk. My goal is to automatically update a custom field in Zoho Desk with the SalesIQ Chat ID when a chat is converted into a ticket. However, I have not been able to find a way to

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