Zoho meetings Outlook plugin doesn't work
Hey Zoho team! We have a problem with user authentication via Zoho meetings Outlook plugin... for last 2 weeks. When we start the "Sign in" process via Outlook plugin the plugin redirect us to authentication web-page and after successful authentication
Free webinar: E-signature legality in Latin America
Saludos! Are you wondering if e-signatures are legally valid to use for your business documents in Latin America? We've got your answers! Join us on Thursday, November 21 for an exclusive webinar, where we'll dive into the legality of electronic signatures
How get dark mode in Writer Windows App?
The directions for changing to dark mode seem only to apply to the web application. I do not see anywhere to change to dark mode on the Writer app for desktop (windows) except in read mode. I want dark mode for the whole application. Is this possibl
Connect Forms to CRM
How do I connect information and files submitted through forms with a customer profile?
how to add a text filed when the choice selected as" no"?
Hi There: when I am editing under Matrix choice-->check box, I would like to create a free text field after the user select "no" to give more specification. is that possible? and how?
Set a default date
I would like to set a default date to yesterday or one day prior to the form being opened. It appears from reading online that I should be able to use a workflow to do this via the form load event and a basic script but I cannot see any way to create
How to Create a Single Choice Question in ZohoForms?
I am trying to create a simple multiple-choice question in Zoho Forms where users can select only one option (a single choice). In the current version I’m using, I see the option to add a Multiple Choice field, but when I preview the form, the question
Grouping of Multiple field types
I looking group different field types as shown in the image. How do I do this in zoho forms?
Save and Resume Email
Hi, I've set up a simple form to test the Save and Resume functionality. I have checked the "allow respondents to receive saved form's link by email". I have pointed the recipient email address to an email field in the form. When I press the Save button,
activacion de usuario
No puedo activar usuarios que se encontraban activados y se desactivaros solos
"Any one with the link can view"
Hi team. In the past when I used that permalink option, I can see the email even when I don't have Zoho (let's say I tried it on incognito/private mode). But now seems it's not the case, and I see this: https://share.nmblc.cloud/e7aed0d1 Is it a change
Plug Samples #2 : Prevent junk information by verifying the customer contact details with OTP
The chatbot is an excellent way to up stock your business needs. They shine in all the areas you apply them, like conversing with visitors, engaging them on-site, collecting their contact information, etc. Activating your Zobot with a codeless bot platform
How to Display Search Results Using ZOHO.CRM.API.searchRecord with in Zoho interface.
Hello Community, I’m currently using the ZOHO.CRM.API.searchRecord API to retrieve results within a module in Zoho CRM. The API works fine, and I can successfully fetch the data. ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"phone",Query:"123456789",delay:false})
.then(function(data){
Human Resource Management Application
We are looking for Zoho HR implementation & license implementor in Amman Jordan
Leads conversion to deal
Hello Zoho community! I am facing an automation issue, I understand that once leads are converted, they disappear from the front end of Zoho. I can still access them through the report module. Here is what I am trying to do: I am building some analytics
How to reorder Kanban View Columns in All Layouts?
How to reorder Kanban View Columns in All Layouts? The picklist values are in another order than visible in this view, which is the same for both layouts.
New Zoho User Unable To Join My Zoho CRM Organisation - Receiving Error
I have sent an invitation to a new user, they have not previously signed up to Zoho - I know this because I created them a fresh company email address myself. Upon clicking the invitation link, they reach the page to 'Create a Zoho Account'. They entered
Kaizen #81 - COQL API - Part II
Hello everyone! Welcome to another week of Kaizen! In continuation to last week's post on COQL API, we will discuss the rest of the field types and their supported operators with detailed examples in this post. Supported field types and Operators Please
How to add filters on dashbord components - Zoho CRM
Hi, I need to provide users with filters (such as period) in the dashboard components. For example : today revenue, week revenue, but also a specific period revenue. The only way I've found for that purpose is Zoho analytics, I created my chart, but still
Cross module duplicates
Is there a way to identify existing duplicate lead and contact records? i. e. "show me all lead records where a contact record with the same email address exists" Ideally there would be a custom CRM report for this, but I can't see how to create it. I
Zoho Campaigns Related List in CRM
hello, there is a nice Campaigns related list in CRM Lead and Contact records. the list typically populates all campaigns in including emails from Zoho Campaigns which is done via CRM <> Campaigns integration. An empty related list visual attached: However,
How to make the Grand Summary stay on top/bottom when scrolling
Dears, As the title, I want to make the Grand Summary always stay on top/bottom, always visible when the user scrolling up/down the pivot chart. How can I achive this?
Where is the Portal option?
Hi. Im using the Trial period account. Id like to see how the portal works. The doucmentation says I can create a portal by going to Setup > Channels > Portals. However, I dont see the option. I can see Email,Telephony,Chat,Signals but no Portal option. Thanks
Automatic Lead to Contact Conversion in CRM
Is there a way to automate lead to contact conversion? In my case I would like to merge (convert) lead and contact records, if a contact being created already exists in leads - by matching email address. I understand the manual conversion of a single
Migration O365 vers Zoho
Bonjour à tous, J'ai déjà migré 4 users sans problème depuis O365, tout s'est bien déroulé. Je maintenant migrer d'autres users mais l'inter face plante et je ne trouve pas de solution. Qd je souhaite ajouter les nouveaux users à migrer j'ai le message
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked. I am experiencing some issues with my email account from realestateassists.com and I hope you can help me resolve them. I am encountering the same problem as another user, and I am unable
Workflow Rule to Change Ticket Subject on Creation
Hi team, I’m experimenting with Workflows in the Enterprise version but need assistance. How can I configure a Workflow to automatically remove prefixes like 'RE:', 'FW:', or '{EXTERNAL}' from the subject line of emails?
Dynamic File Names for Mail Merge Templates through Send with Zoho Sign
Hello, Is it possible to autopopulate the fille name when creating a mailmerge template through the send with Zoho sign button? Currently it just defaults to the name of the mail merge template, but it would be great to able to auto-populate this based
Connecting to Woocommerce using Zoho Flow
Hi there, For months I have been trying to connect my woocommerce store to zoho Books using Zoho Flow. I know it is beta but I cannot connect this. I have been speaking to support for a loooooong time and frankly they are hopeless. They check the settings,
SMTP Prestashop connection failed
Hello, I have configured my email correctly. But I have a problem configuring the email with my Prestashop store smtp server - smtp.zoho.com smtp user - your email address configured in Zoho smtp password - password of the corresponding Zoho account port
535 Authentication Failed received from smtppro.zoho.com with PrestaShop
I am using shared hosting via namecheap.com and am hosting a PrestaShop installation. I'm trying to set up zoho smtp in the email config. I am entering the correct email and app specific password but am getting the error (when sending a test email): Error:
Project Templates & Blueprint Templates
I am trying to have a blueprint activated, when a new project (based on a template) is created. So the blueprint restricts the whole new project created. I have done several tests and the blueprint does not get applied to the created project from a template. The criteria to execute the transition is "created by", and i have added all exisiting roles. It appears to be half working, becuase if i add a new task, the blueprint is activated in that task, but the prepolutated ones (from the template)
Zoho Manufacturing
Hi there, I have met many zoho users and they are asking for zoho manufacturing solution . Zoho answers that it is under development for long time now
I'm not able to sync my leads from Zoho CRM to Zoho Marketing Automation
Hello!! We are trying to run a trial marketing automation within our internal team while trying to integrate leads from Zoho CRM. But as we tried to sync leads from the Zoho CRM to Zoho Marketing Automation an error pops up displaying "Organization is
Roles Module?
In other systems I build in there are sometimes strict one contact record per human and one company record per company with an interlinking file called roles. This allows for one contact to have multiple roles at the same time with different companies
How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and choose
Error Uploading an Already Active Contract
I'm trying to upload a contract that is already active (and has been signed in Adobe Sign as a PDF). I am receiving an error when I am on the Upload Screen, trying to upload the version of the "Signed" contract; the file will not upload and I'm told that
How to add footer in the custom widget
I am creating my custom widget for ASAP integration in Moodle as i only need knowledge base and submit a ticket there in the moodle, There was some translation issue in default module widget now i found the way to create separate widget and show in the
Request for Custom Script Support in Help Center
We would like to request the addition of custom script support in the Help Center, similar to the functionality provided by Zendesk. This feature would allow administrators to customize their Help Center with scripts for enhanced functionality, such as
Problems and errors importing employees (People v5)
We are setting up Zoho People for the first time and want to get employee data into the system as fast as possible. We have tried three different ways but they don't work. Using the Zoho One Using the Google Workspace integration Importing a csv file
Next Page