Recent Topics
How to set ALL default dates of my organization to DD-MM-YYYY format?
All replies to this question comes from a time where the UI was different. It's extremely frustrating not being able to find how to do this simple setting change. I want everything and everyone in my organizations to have DD-MM-YYYY date format by default.
How do I automate the process of creating a folder in my workdrive everytime I create a new Deal?
Hello, I've set up a Case ID field in my Deals module that automatically generates a unique string by combining initials from four other fields. My goal is to have a folder created with the same name as the Case ID every time I create a new Deal. Additionally,
Last activity time is acting like last modified time
When i edit the description or any field in the potential, account, contact and lead, the Last Activity Time is being updated like the Modified Time. This is messing all workflows and reports and we are unable to track real last time of activities like mentioned in this KB article http://crmkbase.zoho.com/what-is-the-difference-between-record-modified-time-and-record-last-activity-time
Automation #6 - Prevent Re-opening of Closed Tickets
This is a monthly series where we pick some common use cases that have been either discussed or most asked about in our community and explain how they can be achieved using one of the automation capabilities in Zoho Desk. Typically when a customer submits
Reverse Charge EC Purchase of purchase invoices Germany SKR04
We are currently considering switching our financial accounting to Zoho Books. We still have a problem with the purchase invoices for services and goods from other EU countries. We have set up the supplier with “EU - VAT registered”. In the invoice, we
Error code 500
My account has stopped sending out emails, i keep getting this same error status code 500 Internal Server Error
Email Migrations: From Vodiem to Zoho
Hi Team, I just wanted to ask if the email migration from Vodiem to Zoho is possible, I am planning to migrate my email as soon as possible. Many things.
550 ERROR
Error is shown 550
Duplication of elements in Canvas tabs
I am trying to create a Canvas template with tabs, with unique elements per tab. Currently, elements that are on the Overview tab are pulling through to all tabs. If I delete these elements in any of the tabs, they delete on the Overview tab as well.
See if someone opened your email
Is there a way to see if someone opened your email? In this post (https://help.zoho.com/portal/en/community/topic/can-you-check-to-see-if-people-opened-emails), Michael Trow proposes a solution, however, we only have the status 'Delivered' and 'Received'.
zoho creator widget not filling container
i created a zoho widget that just fills the container viewport a simple html file <!DOCTYPE html> <html lang="en"> <head> <meta charset="UTF-8" /> <meta name="viewport" content="width=device-width, initial-scale=1.0" /> <title>Document</title> <style>
Notifications Disappear
My company just started trying Zoho Connect but there is a problem. When I (or anyone in the company) get a notification from Connect, the notification is shown on my screen for only a few seconds and then disappears completely (assuming browser is minimized) The only way to know if there are unread notifications is to maximize the browser window and check. When I get notifications (windows 10 native) from other websites in google chrome, they stay in my notification bar and are very visible. I can
Mail: Compose: Reply problem (Chrome Browser).
When I select "Reply" to an email, the compose screen opens but my cursor is completely lost. It should automatically go to the first line at the top of the email to compose the reply. This may be a Chrome issue -- does anyone have a fix for this. Where
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
New Module in Portals wont Edit
I created a new modular in the CRM and put a sub-form in it for costing projects. It opens in Portals, and Portals has the Edit option turned on, but it won't let me edit the module in Portals after saving. Anyone know why this would be happening?
Not possible to remove mandatory system fields?
Is there no way to make things like under Calls "Call Duration" or "Call Start Time" or under Potentials "Close Date" not mandatory? These fields are useless for my organization and waste time but the box is grayed out to not make them mandatory. It's
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
Zoho CRM and Books integration (related list) column customization
I was wondering if it's possible to add more cloumns (more informations) inside the related list that we get when we enable the integration. As you see we would like to be able to add more information on the invoice (or the same for PO in vendor).
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
JOB Sheet can not send PDF as service rapports and more info needed other topic
Goedendag, - Jullie hebben nu job sheet erin gedaan en dar is echt super goed, enkel kunnen we de werkbon ( JOB sheet) nu niet verzenden als PDF als een service rapport naar onze hoofdaannemer hoe we dat nu doen als bewijs van de levering van het werk
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
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