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• Recent Topics

• Associating an Email from CRM Email Parser to Contact Record via Function

  Is it possible to create a custom function that will associate email records from zCRM's Email Parser functionality to a contact record where specific fields match? Our use-case is that we have service providers using third-party event booking systems

• Windows Security Alert

  Hi, I'm using Zoho Assist with feature remote support session. I'm inviting a end user to a remote support session. When a user connects to a Zoho Assist remote support session we’re seeing Windows Security Alert pop up requesting changes to the firewall.

• Count the NUMBER of Contacts for an Account automatically

  Hello. Is there any way Zoho can count the number of CONTACTS for a particular ACCOUNT and have a field in the ACCOUNT module update itself automatically? Currently we use Zoho to administer our language school and the Contacts represent students and Accounts represent Grupos (Classes). It would be very useful for us to have a feature like this enabled, and I can see other similar applications requiring something like this. The solution would be even better if the Contacts met a specified criteria,

• Offline for Maintenance Option

  Making changes to a live application can cause problems. I'm suggesting a new application settings option to temporary disable all access to an app so the admin or developer can make changes without any user interference. Additionally, while the app is offline, there should be some ability to present the users with a customized notification page (perhaps a view within the app itself). For example, "This application is undergoing maintenance and will be back online Sunday at 5 PM. Please email smith@net.com

• Can't add company logo and favicon as a superadmin

  I am logged in as the superadmin but can't add company logo and favicon - the fields are greyed out. Any idea as to what the problem could be?

• Strategy influencer in Zoho CRM now shows personalized prescriptions

  Dear Customers, We hope you're well! We are here with an enhancement that will help add direction to your business' growth: Dynamic prescriptions for users. As you might know, Strategy influencer is an AI-powered dashboard that will prescribe strategies

• Invalid Emails in CRM

  Is there a way to get a report or create a view that shows all email addresses that are invalid for any reason? I keep coming across them and want to ensure that they are flagged with users to update. This is on a custom module.

• We are being told that emails sent to us bounce back on first attempt, then go through upon the second attempt. How do we fix this?

  As the title suggests, when interacting with another business today (one that is also using their own domain emails) we were told that each time they sent an email to us, it would bounce back upon the first attempt, only to go through successfully upon

• Creating Layout Rule With Formula Field

  By The Grace Of G-D. Hi, I see that i cannot use Layout Rules to show/hide Formula Fields. Is that something you plan on adding sometime soon?

• Google Maps API integration into Forms

  I looked around a good bit and could  not find anything on this topic. I was curious about using the Google Maps API on a Zoho Form. Specifically an order form for a product that we will only deliver within certain City Limits. We currently use the API to call the exact address (as dictated by Google) and if the City name does not match where we service it is very evident. (Using FormCraft Form in Word Press) The "exact address" name is also used later in the process as well.  I do not see a way

• WorkDrive TrueSync taking up local storage

  I've recently started using workdrive TS because my Local storage is really limited, and the virtual drive seemed like a really good solution to that, but after the sync process my Local drive is full, did I do something wrong? Really need to work online

• Solicitud de asistencia para migración de Unidades Compartidas de Google Drive a Zoho WorkDrive

  Estimado equipo de soporte de Zoho, Nos gustaría solicitar asistencia para realizar la migración de nuestras "Unidades Compartidas" de Google Drive a Zoho WorkDrive. Actualmente, tenemos varias unidades compartidas en Google Drive que necesitamos transferir

• Zoho marketing hub integration with WordPress WooCommerce

  Hello All,  I am a Zoho One User and we are using Zoho Marketing Hub we also have a website on Wordpress and we use Woo Commerce as our store.  im looking to find out if Zoho Marketing Hub Integrates with WooCommerce   ideally we would like to create Journeys or campaigns series based on customer behavior such as buying or already have purchased specific products. or if they go to the store but don't buy (abandon cart follow)  i saw that there is a wordpress plugin for Zoho Campaigns https://wordpress.org/plugins/zoho-campaigns/ but

• Disable Subform Actions using Client Script Add Row, Edit, Delete

  Currently we cannot disable subform actions such as Add Row, edit row using client script It will be really beneficial if we can disable these actions from Client Script

• Join Zoho Meeting only via Web browser and not with Zoho Meeting App

  Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdle

• Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps

  We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurring

• web page becomes flickering after being made into WebTab

  I create a webtab in Zoho CRM like this it uses this URL below: https://blueraycargo.id/kalkulator-berat-volume/ as you can see, if you open the bare URL then it will have no problem, but after it becomes a WebTab then it is flickering constatly. what

• Kaizen #182 - Queries in Canvas List View

  Hello everyone! Welcome to another week of Kaizen! We're back with another post in this series on Queries in Canvas List View. Queries in Zoho CRM allow you to dynamically retrieve data from CRM as well as third-party services directly within the CRM

• Facing issue when sent mail using zeptomail SMTP - Hard bounces || webscreenscraping.com

  Hi Support, User ID: 706899850 We are facing an error when send and email using Zeptomail SMTP especially from sales@webscreenscraping.com to sales@xbyte.io Reason: policy-related Message: 5.2.3 MailPolicy violation Error delivering to mailboxes Remote-MTA:

• Dynamic Date Filtering for KPI Widgets – Need Help with Query Table

  Hello, I'm seeking help with setting up dynamic date filtering for my KPI widgets in Zoho Analytics. Below is an overview of my setup and the issues I'm facing: Why: I need my KPI widgets to update dynamically based on a date range selected via a dashboard

• ZOHO DESK ヘルプセンターの言語選択メニューの表示方法

  ZOHO DESK のヘルプセンターを構築し、多言語化設定をしました。 顧客のヘルプセンター画面右上に言語選択メニューが表示されないため、弊社の契約先会社に問い合わせましたが、「通常は多言語化をオンにすると表示するためCSS を触り過ぎではないか」 という指摘のみでした。 試行中ですが表示できません。 何か要因となる情報をお持ちの方がいましたらご教授いただけますと幸いです。 ↓の赤枠を表示したいのですが、表示できません。

• Zoho Sign up forms on Wordpress website not working smoothly

  We have set up the forms on the website and linked them to respective email journeys. But when wesubmit the form the email generated/sent to user is not consistent. Sometimes the journey email is sent, sometimes a email verification message is sent ,

• field is not saving on lead

  Hi, Not sure what i changed but on edit in a lead, i am inputting details and its not saving. just highlights it in yellow with no error message.

• Activity or History Log User Login

  Hi Everyone, I have Zoho Customer Portal, which has pages and reports. Is it possible to create 1 field such as true/false to find out users who have opened the customer portal? Like a kind of user activity log. Thank you so much.

• TeamInbox Rules Not Working

  I have set up very basic rules, both at a team and personal level, but nothing works. E.G. Trigger: Inbound Message From: [sender email address] Has Attachments Apply Tag: [tag selected] The above ruleset is very broad and should automatically tag all

• New Customization options in the module builder: Quick Create and Detail view

  Hello everyone, We have introduced two new components to the module builder: Quick create and Detail view. The Quick Create Component It is a mini form used to create a record and associate it to the parent record from a lookup field. For example, if you have a Deals lookup in the Contacts module, then you can associate existing deals or create a deal and associate it with the contact. You can customize this Quick Create form by adding standard as well as custom fields. There is no limit to the number

• Set Approval for particular Reporting managers in zoho creator

  i am creating a leave management system in zoho creator.I want to create a approval workflow.There are various employees each employee has different reporting manager when employee apply for a leave then the leave should be able to approved by the manager

• Function to check frequency of customer ordering patterns

  Hi, I'm no coder, so I thought I could make use of Chat GPT to generate some Deluge script to create a function that would check order frequency of our customers so that I could send an email if they go beyond their usual order pattern. Chat GPT and Claude

• Possibly a stupid question: When I sync from Zoho CRM to Campaign, should I see those contacts in the Contacts list on Campaign?

  I have just initiated and completed a sync of my existing Zoho CRM contacts over to Zoho Campaign. It seems to have completed and synced around 500 contacts. However, those contacts do not appear in the All Contacts list (or any other list that I can

• Pin multiple columns and adjust column widths in CRM subforms

  Hello all, Subforms act as secondary forms or tables in which you can associate multiple line items to a primary record and thereby ensure more structured and comprehensive data organization. We've made some recent enhancements to subforms. Here's what's

• IN BIGIN MOBILE APP ZOHO INVOICE IS NOT VISIBLE

  I HAVE INTEGRATED ZOHO BIGIN WITH ZOHO INVOICE IN WEB IT IS WORKING VERY FINE WITH ZOHO INVOICE VISIBLE , HOWEVER IN MOBILE APP ZOHO INVOICE IS NOT VISIBLE IN THE TABS , IT IS VERY DIFFICULT TO CHECK THE PIPELINE WITHOUT THE INVOICE , I HAVE TO DOWNLOAD

• Conexão de Meta Ads - A busca pelo Cálculo do ROI

  A empresa onde trabalho está em busca de calcular melhor o retorno sobre o investimento de das suas campanhas do Meta Ads. A zoho junto com a Google fez um excelente trabalho e disponibilizou o cálculo desse retorno de forma maestral com o dashboard abaixo.

• Update Client Record based on creation of custom module record

  Hi! Hoping for someone's help with this one. I have a custom module called 'Agreement History. Whenever a deal is won, it creates a new record in this module with associated 'Products' and 'Clients' to track rental history and contracts. What I'm trying

• Automatic bundling with sales orders

  What I do is I make products to order. Some of my products share same part. So sometimes one product sells better then the other one. When I create a bundle now I might sell out one product but then I cannot make it anymore because I already use the part

• Flow based on New Deal - layout field problems

  Hi. I've built a Flow to create a Deal-specific folder within WorkDrive. It works except for referencing the Deal's layout. In my Zoho CRM, there are two types of Deals (separated by layout). For my Flow: Trigger on New Deal Then, I call 'Fetch module

• How to associate a document sent in Zoho Sign with an deal in the CRM?

  Hi, often documents are loaded in Zoho sign and sent for signature. These sometimes are linked to a deal in the Zoho CRM and would be nice to see the status of the document within the CRM. I am aware of the integration, but that assumes that the document

• How to install Widget in inventory module

  Hi， I am trying to install a app into Sales Order Module related list, however there is no button allow me to do that. May I ask how to install widget to inventory module related list?

• Zoho Sheet view has two way sync or one way? Sheet view to CRM and what about CRM to Sheet view?

  I created a zoho sheet view. I can make changes and these changes are saved back to CRM. I have copied the link of this zoho sheet view for future easy access. Now I go to CRM, and update a single record in CRM. Now if I use the zoho sheet view link that

• Enable Filtering by Notes in Accounts & Other Modules

  I noticed that we have the option to filter by notes in the Contacts module, which is great. However, in our company, we add notes specific to an Account, and currently, there's no option to filter Accounts with notes. Can this be enabled? It would also

• Whats App Automation

  It would be nice to be able to send out an automated whats app message template on moving stages or creation of a ticket (same as you can do for automated emails). Currently only automated emails can be sent. Also, if whats app could be used more effectively

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