Zoho database
For data warehousing purpose, is it possible to access te the underlying Zoho database? If so, then how is it performed? I am very very new to to Zoho. Thanks
WhatsApp for Business
i have integrated the business whatsapp messaging in crm. i cant find any button to send a message to contact . can we i have api documentation of the same also pls find attachment
Unable to mass update a specific field
Hi there, I want to mass update a field on zoho crm but im not able to as it doesnt show up. procurement list is a lookup field
Automatic replies clogging up our Ticketing System
Hi All, I was hoping someone might have some ideas or solutions about how to manage email autoreplies. When our marketing team send out mass emails through campaigns this can sometimes send a wave of auto replies into desk even when they use a donotreply
Planned Maintenance for the US Data Center on Nov 23rd and 30th
Hello Enterprise Community, An annual infrastructure maintenance for the US Data Center is scheduled for November 23, 2024 and November 30, 2024 between 8:30PM PST to 12:30AM PST. We do not expect any major interruptions as all Zoho services will continue
Sales by state
Hi, I need to pull a report showing our sales per US states. I have looked everywhere that I can think of in the system, but can't seem to find a way to do this. I've also searched on here for an answer, but have only come across a question about this
Pulling CRM Module Data into Zoho Form Text Fields
Hello, I’m wondering if it’s possible to pull data from a CRM module directly into the static text of a Zoho form. Specifically, I’m creating a lead form for a sales rep and would like to pre-populate the sales rep’s name on the form automatically. I
Zoho Forms and subforms
Hi I have made a Zoho form that integrates with my Zoho CRM by adding a record and the corresponding PDF I've created......part way through this form thuogh there is a question that requires me to fill out a different form if the appliance fails "So for
Page Searching
It would be great if the page forwarding that is at the bottom of each section of a customer screen, ie the invoices, payments received, sales orders, etc. could have the page forward or backwards arrows to be at the top of the list as well as at the
Creating invoice based on timesheet
Hi, i'm trying to create invoice based on my time tracked via Zoho Project. I'm trying to figure out why Zoho Books keep rounding the number to the closest hour whatever the option I choose for rounding. It's also mark all hours as "invoiced". The projects
Creating a Creation Date Field in Zoho CRM's Deals Module
Dear Zoho CRM team, I hope this message finds you well. I am writing to kindly request your assistance regarding the creation of a creation date field in the Deals module. I have attempted to add a formula field using the "now()" formula, but I am unsure
Integrate Personal Telephone number with Zoho CRM
Hi Team, We need to integrate our personal telephone number with Zoho CRM system. Is that possible? If yes, how we can do it? Any thoughts would be very helpful. Thank you!
Anyone else having auto-translate issues in Desk KB?
I submitted a ticket earlier today, but when I click "Publish and Translate", it marks only two of the many languages as "Auto-translation in progress". Just wondering if anyone else is having this issue, and if so, was there a fix? Thanks!
Generate personalized documents in bulk from your web app with the Merge APIs
Hello users, Did you know that Zoho Office Integrator offers a Merge API that allows you to generate customized business documents in bulk? Create offer letters, payslips, invoices, and more in bulk and store them in your preferred storage location in
Working with products across modules
hello, I added the products module on related lists in the Deals and Contacts module. However, when I added products in a deal, it doesn't appear on the contact records, only under the deal. Aren't products supposed to be global across to the contacts's
Send automated email when a sales order contains a certain product
Hi, we have a custom field defined in the PRODUCT module, let's say customtype. Now I want to implement a new workflow rule which sends an email to certain people, if a sales order gets created which contains products where customtype="abc". How can I do this? Seems simple, but I don't find a way... ZOHO CRM must allow workflow rules to access the product list which a sales order contains, otherwise workflow rules are not helpful in any way.
Improve Notes with Followers and Chips
Hello, We are using Notes as the main mode of communication on a record. We like this since it keeps all the information in the record. It would be great if Notes are improved with the following two features 1. Add constant followers - instead of having
Design custom page
When it comes to designing a page, you have basically 2 options either using "Html snippets" which has a limitation of not being able to render JavaScript meaning that you can't call specific action when a user clicks a button or modify the DOM after
Workdrive truesync
When will the truesync work on ARM new Windows ? This is a real problem for many people.
Marketer's Space: CRM Integration—Using Deal and Account Properties for Smarter Segmentation and Lists
Hello marketers, Welcome back to another post in Marketers' Space as we continue our series on CRM integration. This week, we’re exploring how integrating with Zoho CRM helps you access deal and account properties, empowering you to achieve precise segmentation
Zoho Developer Community Monthly Digest - October 2024
Hello everyone, This edition highlights October's product updates, upcoming community events, engaging discussions that sparked inspiration, and celebrates the top contributors who drove progress. Grab your favorite beverage and dive in! Upcoming Events
Print in mail
I am no techie and I think Zoho is great as I am using more and more of the features and encouraging my kids to use Zoho as well BUT Why is there no print option when in mail, I have a train confirmation e-mail that I need to print so when I go to the
zohosheet keep loading and don't know how to fix it
one of my zoho sheet is getting slow. How to fix it.
Report action "Collection of record" cannot be selected
I am attempting to add an action to the "For Multiple Records" section on a report to be executed for the collection of records. The "Each Record" option is selected but the "Collection of record" option cannot be selected, any attempt to click or check
Open Desk app on iOS ir Android form ticket links
Hi there, Since a few days ago, when I click on the ticket link in a notification for a ticket on my iOS or Android device, it opens the Desk app but no results are shown, just the animated zoho logo. I have to copy the link and open it in the browser
Drill Through on Shared Dashboards
Hello, I have created a dashboard that I intend to share with my sales team. One of the reports on the dashboard includes a "drill through" option. In testing, my "sales rep" users are not able to access the Drill Through option or any drill down options,
Adjust Task Close Day/Time - Post recordkeeping.
Ran a search before asking, but could not find any information on this topic. Notice that when i go back and add missing task records from previous days, I am unable to change the "close" date of that task. Is there an option for removing the lock on
Announcing Zoho Developer Community Hackathon 2024
Hello developers, Are you up for exciting coding battles? Get your arsenal ready and flaunt your expertise! Join us for the first-ever Zoho Developer Community Hackathon 2024—the biggest coding challenge of the year! REGISTER NOW What's in it for you?
Zoho SAAS Account Marketing Communications Policy
What options do you have available for customer's of Zoho products to opt-out of marketing communications that get delivered via pop-up within the SAAS Zoho products themselves? I get pop-ups from time to time and they get in the way of my workflow. I
[Upcoming Webinar] Power up LinkedIn marketing with Advanced Analytics
Modern businesses are leveraging social media like never before to generate, retain, and expand their customer base while driving revenue. LinkedIn continues to be one of the most preferred marketing platforms for businesses. Based on our interactions
how to prevent user from selecting date greater than today in blueprint?
I have a Date Time field in Blueprint Zoho CRM like this I want to prevent or giving warning message after the user put date greater than today. how to do that? I have no problem writing code using deluge function, I need a guidance, but it will be better
Spotlight series #24 - Add explanation notes to your slides
The previous post in this series discussed how adding audio and video recordings to your presentations can help your audience understand the content, even when you're not there to present it. Now, here's another way to achieve the same goal. The month's
Sub-Forms Sub-Totals
Is there a way to have sub-totals in the sub-forms? ie have all the Stage 1 sections sub-total, then the Stage 2 sub-total etc . These forms are great except for this, and not being able to use the data in Reports. It would be great if you could cost
Share via link with 3rd party, not email
I use Zoho Desk, I want to share a password with a customer but I want the interaction logged in Zoho desk. Currently, Zoho Vault wants to send the email to the customer who is not logged in to the current email chain. Can we have the option (allowed
How to troubleshoot Google Pub Sub beta connector in Zoho analytics
Hi We are working with another development team to get Google Pub Sub Stream connected with Analytics and they are receiving 400 errors and when I try to validate I get the following: Failure Reason(s) Stream data does not contain any matching column
Not Overwrite Last Name
I need to upload some contacts to Zoho CRM which already have a last name in the system but in the file I'm trying to upload some of the contacts don't have the last name, so I've added the "-" in the last name field. My question is if there is any way
member portal problem
When I access the member portal on the zoho site and click on add a member portal, nothing happens. It does not open the member portal section for me to create portal members.
Announcement: Migrate your workspaces to Zoho DataPrep 2.0
Zoho DataPrep 2.0 was recently launched with exciting new updates to the platform. You can read more about the new updates in the previous announcement. To take full advantage of the new data pipeline features, migrate your existing workspaces from the
Filter emails based on redirection adress
I have a rule setup in my outlook email that redirects all emails from my inbox there to Zoho. I now need to filter in zoho those emails that come from the outlook inbox to a specific folder. Using the rule: From ; contains/is ; (redirecting email) does
Apple push notifications
Hi there, Is there any chance of Zoho implementing Apple push notifications with IMAP like Fastmail did recently. Your active sync implementation is a bit flakey with the recent iOS version and I prefer to use the default mail app like many other iOS
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