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• Recent Topics

• Wildcard / Regex in Filters

  Hi, I'm getting a lot of spam with recurring substrings in words but not recurring words. I need an email filter of the type "*xyz" where * means any characters, so it would trigger on both "abcxyz" but also "lojasdbgfgxyz" How can I do this? What wild

• cant receive emails pls help

  Hello. I can send emails but cannot receive them from 8 hours ago. Please, I need your help to fix it! My domain is MADE4YOUCOSTORE.COM Regards

• How do you select/display the Speaker that will be the chair/moderator of a Session?

  I could very well be missing something but I can't see an option for displaying the Speaker that will be chairing/moderating a Session There doesn’t appear to be an option for this in the available Session fields I can can’t find anywhere that would allow

• Issue with Pushing Invoices to Fatoora Portal in ZOHO

  Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,

• INVOICE NOT RECEIVED

  I NEED INVOICE FOR PAYMENT FOR ZOHO SUBSCRIPTION URGENTLY

• How to block a WhatsApp user for sending spam

  Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

• ENBD Business Bank Integration

  Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose

• Is there a way to immediately deny submissions on Zoho Forms?

  Hello, I'm working on a lead interest form for a healthcare provider. We offer telehealth services, but we are not able to operate in all U.S. States. I would like a way to immediately deny submissions on Zoho Forms, so that they don't have to go through

• Linking a Zoho Projects Task to a Zoho Desk Task via API

  Linking a Zoho Projects Task to a Zoho Desk Task via API Hey everyone, I want to create a task in Zoho Desk from Zoho Projects. We use Zoho Desk Tasks for workload distribution. As an IT service provider, we handle tasks generated from support tickets

• reports

  i want to see branch wise sales report accordingly how to customize it can you please give me a demo accordingly

• Quote printing

  The CRM software is relly amazing. It's just what we need to grow with...EXCEPT...for one big thing. Printing out quotes needs work. When I try to put a signature line at the bottom of the Terms, it prints as a bunch of quote markes. ("). When I have ZOHO make a PDF, it looks bad. I tried the Print Preview, and it looked much better, but to print it, I have to go into Print Preview and turn off the header & footer or else the URL info shows up. As robust as CRM is, it can't be that hard to fix the

• Chromium: On open Writer document , Aw Snap

  Opening Writer document does not work in Chromium browser. On open any document, it appears for the moment, then disappear with Aw Snap! Something went wrong displaying this message. Error code: RESULT_CODE_KILLED_BAD_MESSAGE Chromium: Version 136.0.7065.0

• Recurring Split Expenses

  Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individual

• Approval workflow for employee profile form

  Hi, i have a requirement that whenever employee updates certain fields in profile, it should go for HR approval   Specifically, I need to setup below   1. Approval should be triggered only if certain fields are changed. For eg. marital status, education details and address 2. New changes should be reflected only if those are approved by HR... if rejected, changes should not be updated in employee profile 3. Option to attach supporting documents for these changes while submitting for approval 4. Approving

• Multiple domains,

  Hi I have two domains set in one account on Zoho. One is primary domain and the other is alias. Can I switch these so that alias domain become primary domain? If I make my Alias domain to Primary, will I be able to send and receive emails using this

• Prevent invalid entries in forms using Form Field Validations

  Greetings, Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations. Imagine a phone number entered as random text, an email address missing its domain, or a date field

• Kaizen #181 - Mandating Subform Data for Blueprint Transitions using Widget

  Hello Developers! Welcome back to another week of Kaizen! This time, we are tackling a common challenge on how to enforce subform data from a different module before allowing a blueprint transition in Zoho CRM Deals module. Many CRM workflows require

• Bad change: Zoho Notebook Android app requiring Google Play Store login

  I have been a Zoho user for a decade or so, and a One subscriber for several years. There are always areas for improvement, but on the whole, I've been quite happy with it. A big part of my choice to go wtih Zoho is that I value data privacy, and try

• Add Facebook Pages Triggers and Actions in Zoho Flow

  Hi, We would like to request an enhancement in Zoho Flow to support Facebook Pages triggers and actions. Why Facebook Pages Integration is Important Facebook remains one of the most significant social media platforms for businesses, offering powerful

• Deal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!

  We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. But

• Réactivation du compte

  Bonjour, Suite à un problème de dysfonctionnement sur mon note book ZOHO dû peut-être à une réinitialisation du smartphone, j’ai pensé avoir peut-être téléchargé un mauvais note book et j’ai téléchargé le CRM et me suis aperçue de suite qu’il ne correspondait

• Trying to add Products from Accounts subform

  Hi, I have the following script to to add separate Products from a subform in an Account record. There is data in the subform, but I keep getting the error "No records were added". Please advise. string related_list.relateBuyerCriteria(String accountId)

• Richer search experience in CRM with precise results, followup actions, and AskZia

  [Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. [Updated on 10 Dec 2024]

• How to deduct expenses from a payment

  I am trying to take a gross invoice payment in Zoho Books, deduct some expenses from it, and get to the net amount in one transaction. I can do it as multiple transactions but that won't match my bank account entry. Any help is greatly appreciated!

• How to update a custom checkbox field on Deals created only during Lead Conversion?

  Hello, I’m trying to solve a specific scenario in Zoho CRM: I have a custom checkbox field on my Deal record. I want this checkbox to be automatically set to “true” ONLY if the Deal was created during the Lead Conversion process. However, if a Deal is

• "Fail to update" error in Zoho Notebook

  I am getting a "fail to update" error repeatedly in Notebook when I try to update one of my existing notes with a screenshot. Are there limitations on how large a note can be or what can be included in a file?

• 【参加無料】3/19 東京ユーザ交流会 参加登録 受付開始！(新橋開催)

  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。 3月19日(水)に東京、新橋でユーザー交流会を開催します！ 今年最初のユーザー交流会 東京・新橋では、Zoho Champion の松井さん、鈴田さんが登壇します。 Zoho CRM活用事例のセッション、参加者同士で自社の活用・運用について情報交換ができるグループワークや、CRM / Marketing Automationに関するパネルディスカッションも予定しています。 ーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーーー

• Presence of draft messages are not obvious

  I can't count how many times this has happened to me.  It's at least 20 or 30 times. I go to compose a message to a customer on a ticket, I think I hit "send" but maybe it didn't register, or I moved off the tab for another task and then closed the tab

• カスタム関数で新規レコードを作成する際のレイアウト指定方法

  受注書からカスタムボタンで発注書を作成する関数を設定し運用しています。 発注書の新規レコード作成時に、標準（Standard）以外のレイアウトを指定したいのですが、設定がうまくいかず悩んでおります。 https://help.zoho.com/portal/en/community/topic/record-layout-and-api https://help.zoho.com/portal/en/community/topic/solution-deluge-script-to-determine-the-default-layout-for-a-given-user-to-be-used-when-creating-a-new-record

• Customer Fields Mandatory

  Hello, please give us the ability to make certain fields under customer information a mandatory entry. We sell engine blocks so it is important for us to have the customer's full name on the invoice so we can track who an engine was sold to, because engines

• Update ticket via import.

  Hi Zwitch team imported my tickets from freshdesk. Nice job but there is 2 pb 1st: we made mistake in agent email then ticket of this agent are unassined after zwitch import 2nd : zwitch does not take time entries. Then I got an idea. I exported from

• How to have sub heads in Salary account

  Hi How can i have sub heads under salary account, we tried but it is not allowing us to create sub heads Thanks Alka

• Whatsapp groups support

  Hi Can we use whatsapp groups with zoho desk I have managed to link whatsapp channel , howeer when i connect my whatsapp number in a group, it does not trigger a ticket in zoho desk. thank you

• how to create link between Zoho Form and Zoho Tables

  We use Zoho Form to collect data from clients, and how to set link to upload certain data to Zoho Tables automatically while a form is submitted. It will make the whole process effectively.

• What's new - Reminder and Sorting

  Greetings from the Notebook Team,   We're happy to announce that you can now set reminders for individual note cards and sort your notes. These additions are available in the latest version of Notebook, across devices.   Reminders: Sometimes after taking a note you need to be reminded about it. We can remind you through email and push notifications. To set a reminder, simply open a note, tap the three dot icon at the bottom right, and select "Set a Reminder."   Note Sorting: Finding and organizing

• Make collecting payments from your customers in Bigin easier with payment links

  Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature lets

• SalesIQ

  Hello, Anyone, please guide us how we can integrate salesIQ with shopify I have contact SalesIQ team they said its possible with PLUG, some please guide us how we can create PLUG and create flows like order status, product recommendation, if visitor ask

• How to join a meeting?

  One to one calls work perfectly fine within Trident. Though I see no option to initiate or join a scheduled multi-user meeting there. If a meeting is already in progress then a click on "Join Meeting" buttons takes me to the browser instead of joining

• Embedding social media feed into a website

  Are there any tools or widgets available from Zoho that will allow embedding live social media feeds to a website?

• zoho One authentification sends SMS to former phone number

  As admin I changed the phone number of an employee on her zoho one account. Unfortunately, zoho authentification still asks the user for a code sent to the former phone number. The user deleted the browser cache several times, but we have no idea why

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