• Enhancing Note Functionality in Bigin

  Hey CRM Community, I hope you're all doing well. I wanted to share a couple of ideas for improving our Bigin CRM functionality, specifically related to notes. These suggestions are an aim to make our workflow more efficient and organized. Idea 1: "Important

• Create a link

  How do I create a link to send to people to sign and fill out the document? I don't know the people's email.

• Autorefresh or on-page update notification

  Is there a way to have a ticket autorefresh when there is an update? Or pop up a notification on the ticket that it needs to be refreshed? Often we will have a ticket open while it's waiting people/things to come together, and this would be a helpful

• How to Copy Email Template Styling/Border Format Between Templates in Zoho

  I have existing email templates with a specific style - they have a grey border/container around the email content that provides consistent spacing and formatting. However, when creating new templates, I can't replicate this styling. My current Situation

• Tip #8: Pass Adwords data (GCLID) and UTM parameters to Zoho CRM using forms

  When you are using forms to capture leads, you may wonder: " How did they find me? Which marketing campaign worked best?"  You can answer this question by capturing the Google Adwords data (GCLID) or the UTM parameter details in your CRM using forms. This can be a great way to gauge the effectiveness of your campaigns and identify the most effective ways to capture leads.  Capturing GCLID parameters How it works If a person finds your form by clicking an ad, a GCLID gets created. When they fill out

• SalesIQ chat not showing up on mobile with react native

  I have Guided Conversations and SalesIQ Chat enabled in Zoho Desk. But only Guided Conversations is displayed in the app. Can you help me figure out what I might be missing? Why is SalesIQ Chat not showing up? Thanks

• Show SalesIQ assistant as always online

  Hello, Is there a possibility to show a SalesIQ chat assistant as always online ? It would be a lot help if this could be a possibility. Many Thanks.

• Direct Zobot Integration with Zoho SalesIQ Chat Widget: Ensuring Instant Connection without User Interaction

  I've implemented the Zoho SalesIQ chat widget on my website, successfully connecting it to Zobot. However, there's an issue: Zobot only connects after I click on the chat widget, send a message, and provide my email. I want Zobot to connect directly when

• E-sign

  I added a document to be filled out with a player name, parent name, address, signature, date. I want to be able to send the document to multiple people. Currently when you go to fill out the form, the same name will be entered into all of the name fields.

• Advanced Search, how to export the result of the search?

  I like the functionalities of the Advanced Search.  However, how can I export the result of the search to xls or csv? I tried;  searched up invoices in a spesific date range,  then I clicked on the icon in the to right corner, and selected "export invoices".

• export only search results to spreadsheet

  Really would be SUPER NICE if, after search, users would be able to export _ONLY the search results_!

• 'Operation Failed' when trying to enable Zoho CRM in Zoho SalesIQ

  Hi there - I am Administrator for both and when trying to enable Zoho CRM in Zoho SalesIQ I am getting 'Operation Failed' message. I am newish to Zoho and inspired following the Zoholics Sydney this week. Thank you in advance. Sue.

• Could someone help me achieve this

  Could someone help me get Codeless Zobot to schedule an appointment in Zoho Bookings? My staff's working hours are from 9 AM to 6 PM, Monday to Friday. I've already read the documentation for the plugins and followed the steps, but I still can't get it

• CTRL+Space open Smartchat window instead of Show hint

  Dears, Is anyone facing the same issue as me, when using Deluge Editor, it always opens the Smart Chat instead of showing a hint when I press Ctrl + Space. This just happened recently to me and this is frustrating.

• 💌 Mailchimp for Zoho CRM by Yaali Extension - 🎊 New Extension Released 🎉

  Hello Zoho Users, As a business, your customer relationships should always be top priority, and that includes how you engage with them through email. But let’s face it – juggling between Mailchimp for email campaigns and Zoho CRM for customer data can

• Why is my sign up form submissions not working?

  I have established a list and created a sign up form associated with this list. When I test it using a test email account (gmail.com) I never receive the confirmation email to confirm the subscription. I can see in the stats that the form was accessed and submitted, but I never get the chance to confirm. What am I doing wrong?

• Zoho Sprints External Licenses

  Zoho Sprints is a supposed to be a collaboration tool for project management but only supports 5 external users. The profiles of those licenses cannot be modified and by default, the external users won't see any information about the project. Every epic,

• Call to Action (CTA) - Embedded (Not a Pop-up)

  Is there something comparable to creating a Call To Action that's embedded or inline, but isn't a pop-up? Similar to Hubspot's? https://knowledge.hubspot.com/ctas/create-calls-to-action

• LIMIT OF CREDITS

  Hello there, I've just purchased the PLUS account on the OpenAI website and the Standard package on the Zoho website. Nevertheless, I still cannot use ZIA to generate the app I wanted. The following message shows up: "you exceeded your current quota,

• Can we use our own icons in the sidebar menu?

  We want to customize our look further. Can we use our own icons in the sidebar menu instead of the ones there currently? If not, can we disable those icons or somehow not have them show up and just use words? Thank you, Katie

• Project roll-up: Work hours total not shown in task list or milestones

  Hi, It is really important for us to have a total of work hours by task lists and milestones, as we use these to track the Planned VS Actual instead of individual tasks. The work hours total don't show in task lists or in milestones. Is this a bug? Otherwise, when will you provide this feature? Thank you

• I can't connect my business' instagram account to zoho social

  I tried connecting it but it just leads to my personal facebook account.

• Taxes on per diems

  Taxes should be available on per diems expenses. The current state makes importing per diems into our accounting system rather inefficient, as we have to extract the taxes manually afterwards. This is a huge problem (and potential deal breaker) for users

• invokeurl function in Flow to add record in Creator returning response EXTRA_KEY_FOUND_IN_JSON

  I'm attempting to create a function in Zoho Flow to add a new record to our Zoho Creator app, but keep getting this response: { code : 2945, description : "EXTRA_KEY_FOUND_IN_JSON" } Here is my function: string createOWSinstallOrders(int customerZohoID,

• Restoring CRM to orignal Zoho default settings

  Is there any way I can restore my CRM to original default Zoho settings withou losing my data?

• Moving projects between accounts

  Hi, We have found that two of us are using Zoho Project free subscription, we are really satisfied with the application and that is the reason why we are thinking in purchasing a full subscription. Q: We want to know if is it possible to migrate one of the projects to the other account and have the two of them under a single account. Thanks.

• ACR Phone mobile app for logging phone calls into Zoho CRM

  ACR Phone is an Android app recording voice calls with additional features such as blacklist, cloud upload, call log and more. Use the ACR Phone extension for Zoho CRM to generate Leads and Contacts with the voice recording attached right after your phone

• Zoho CRM - Is is possible to remove unwanted filters from Accounts/Deals/Leads etc?

  Hi guys, There is around 20-30 filters - due date, owner etc. Is it possible to remove all but a few? I only need 2-3 filters. Secondly, I have created a custom field 'district', it's a dropdown list that I add to the company information - is there any

• email

  the system doesnt allow me to send single emails . Mass emails works fine

• Defaukt value in custom fields

  I'm creating a custom field checkbox on my booking form, and want it checked by default, so that the customer has to specifically uncheck it. I can't see how this is possible. Can it be done?

• Zoho Forms only shows Lead Standard Layout

  Hi, I have this issue where Zoho Forms integration with Zoho CRM is only showing the Standard Lead Layout. But in my CRM I've created an alternative layout. I really need that leads enters into the CRM with the alternative layout, because I set up a specific

• Maximum number of entries

  Please help me with solutions on this error message "You have reached the maximum number of entries allowed" Thanks.

• Exporting or capturing the maximum value a deal has been set at.

  Hi all, As part of our deal cycle, it often sees us adjusting the value (or ammount) within a particular deal over time (or other similar fields). With the timeline feature we can go back and look at when these changes occured, which helps us when looking

• CRM Multiple Addresses

  In my CRM I have renamed contacts to customers and have their details......when it comes to address I have their address currently in 1 multiline box rather than all separate. I also need the customers to be able to have Site Addresses sometimes more

• Conditional field from one module to another

  Hi There, I am trying to make a field in one module mandatory based a field being selected in another module so we issue rebates to certain accounts and have a select field identifying a account that we offer a rebate to - when we the create a deal for

• Data Prep not loading

  Problem is simple, it just fails to load. Peace Robin

• Can you edit individual fields data manually in dataprep?

  I just need to affect a manual change in a number of fields. Can I do this in dataprep, ie is there a transformation that can do this or it is fixed only to the formulas available to the column? Peace A Human

• Is it possible to have an Aggregate or a formula data column that only sums subtotals?

  So I am trying to make a data columns that would only sum the subtotal. let me explain, I want to sums the hours worked of employes. I also need to split the hours when they reach 40 hours into another column. I can make this work perfectly with formula

• Announcing Zoho Creator's 2024 Release Projection 2

  Hello Creators! Greetings from all of us here at Zoho! We hope you’ve been having an incredible journey with this low-code platform we all love. And here’s a gentle reminder that it’s that time of the year again—where we open up and give you a sneak peek

• Help with google calendar flow

  Hi, new to using Zoho Flow and setting things up. I've created a module in Zoho CRM called "Jobs" and put the relevant fields I need, I am then using Zoho Flow to create a flow that will create or update an event in my google calendar...... I've managed

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