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Zoho CRM 差し込み文書テンプレート if文
Zoho CRM の差し込み文書のテンプレートを作成しています。 フッターにページが 2ページになる場合は、「次葉へ」と言う文字を表示したいのですが、ページ数による判断はできないのでしょうか？ 現在はサブフォームの行数で判断しているのですが、複数サブフォームを差し込んでいるので、合計何行で2ページ目になるのか把握が難しく、ページ数で判断できればうれしいなと思い、質問させていただきます。 ※行総数はワークフローでレコード保存時にカスタム関数でサブフォームの行数をカウントして数値を保存しています。
Record payment: Payment Mode vs. Deposit To and how to "connect" them!?
How do we set up that when we choose: "Payment Mode"= Cash, then "Deposit to" is automatically set to Petty Cash, and if we choose "Payment Mode"= Check, then "Deposit to" is automatically set to Undeposited Checks, and if we choose "Payment Mode"=
Allow split times for business hours feature
It would be great to be able to set business hours multiple times during the same day. For example: Monday from 9am - 1pm, and then from 2pm - 5pm This would allow calls to be sent straight to voicemail during 1pm-2pm during lunch break.
Add Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, instead
Peppol integration zoho invoicefu
Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanic
Error in formula
Can someone PLEASE tell me what is wrong with this formula? Formula return type, I have tried string and decimal fn.Year(fn.Now())-fn.Year(${cf_purchase_date}) I keep getting the following error. Incorrect argument type passed for function Year Thanks
Sync “Display Author Info” Setting from Zoho Desk to Zoho SalesIQ
Dear Zoho SalesIQ Team, We’d like to suggest a refinement to how Zoho SalesIQ displays knowledge base articles that are synced from Zoho Desk. Current Behavior Zoho Desk allows us to control whether author information (name, profile picture, etc.) is
Respect Help Center Visibility Settings for Knowledge Base Sync Between Zoho
Dear Zoho SalesIQ Team, We’d like to suggest an important improvement to the integration between Zoho Desk and Zoho SalesIQ with regard to the knowledge base synchronization. Current Behavior SalesIQ offers excellent functionality by allowing us to sync
Enhancing Answer Bot's Capabilities
Wouldn't it be amazing if the answer bot could directly search for answers in our database, FAQs, articles, etc., without needing to display the entire article? without relying on external tools like ChatGPT This way, it could provide concise and relevant
Centralize and Streamline Zobot and Flow Control Settings in Zoho SalesIQ
Dear Zoho SalesIQ Team, We would like to suggest a crucial improvement to the current setup and configuration experience within SalesIQ. Problem Statement Zoho SalesIQ currently offers three primary mechanisms for handling customer chats: Answer Bot –
Client Portal ZOHO ONE
Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
Show Attachments in the customer portal
Hi, is it possible to show the Attachments list in the portal for the particular module? Bests.
Custom Formula
Good day, I am trying to create a formula field in Zoho Desk to calculate an age, but I'm having trouble figuring out how to make the formula. This is a formula I found, but it keeps telling me the wrong field name. Can someone please help me? Field name:
Click to edit fields with Canvas layout
Hi, I have integrated new layouts using Canvas and its been going well so far. Although I cant seem to figure out how to change the fields so you can click anywhere on it to select or edit the field. Now a small pencil will appear next to the field you
Show Custom CSS Changes in SalesIQ Preview
Hello Zoho SalesIQ Team, We truly appreciate the ability to customize the chat window using custom CSS via: Settings > Brands > [Select Brand] > Personalization > Appearance > Upload Custom CSS. This flexibility is extremely helpful in aligning the chat
Light Agents for External Users
We are currently on the Zoho One version of desk and cannot create any light agents. We would like to create light agents for external users in order for them to see their tickets and approve changes.
Inquiry Regarding Accessing Multi-Select Field in Pivot Chart
I'm currently working on a project and would appreciate guidance on accessing and utilizing a multi-select field within a pivot chart in Zoho Creator. Could you provide instructions or resources to help me implement this feature efficiently? Your assistance
What should I be using Salesinbox or Zoho Mail
Hi everyone, I again find myself a little confused by the Zoho offering. I am a long time Zoho CRM and Zoho mail user. About a year and a half ago, Zoho mail had a major update and things like streams were added. We have learned to use the new features, although I am sure not to their fullest. Now while getting help with an issue that I had with emails associated with Contacts in CRM, I now have just discovered that I have Salesinbox. OK, so it looks pretty cool, but now I find myself again in
{"error":"invalid_client"}
Im sending POST query to https://accounts.zoho.com/oauth/v2/token like this described in https://www.zoho.com/crm/help/api/v2/#generate-access article, but got error {"error":"invalid_client"}. Im first thinking that this my mistake, but after this I
Digest Mai - Un résumé de ce qui s'est passé le mois dernier sur Community
Chers utilisateurs, Encore un mois vient de filer à toute vitesse chez Zoho Community France ! Jetons un œil à ce qu’il s’est passé. Vos données non structurées méritent mieux qu’un simple stockage. Avec WorkDrive 5.0, Zoho vous propose une solution intelligente,
Looking to Hire: Zoho Creator Developer for Vendor Dashboard Portal
We are a Florida-based licensed liquor distributor using Zoho Books, Inventory, CRM, and Analytics. Many of our vendors are also our customers. We’re looking to build a centralized, secure Vendor Dashboard Portal in Zoho Creator that gives access to real-time
Create your own convert feature in Zoho CRM | Kiosk Studio Session #7
In a nutshell: Want to replicate the leads-to-contacts conversion flow for your custom modules? Use Kiosk Studio to build a convert feature in less than one day—with zero code—that enables the following: Conditional approvals Dynamic module mapping Automatic
Split View for Zoho CRM : Break down Your Module Data for Smarter Selling
Hello Everyone, We’re excited to unveil Split View, a powerful new way to explore and interact with your data in CRM For Everyone. In addition to the recent new module views --- Chart View, Timeline View & Grid View, we've added Split View as well to
Some website items no longer centered.
At some point (probably after some Zoho Sites updates) my items on the website stopped being centered. I just noticed it now so unsure when that change happened: Strange as it is - I entered the editor and I can not find the option to move them back in
Swipe, Snap, and Submit Instantly with Zoho Expense's Real-time Feeds
It's time your employees enjoy the smoothest expense reporting experience ever. It's time to switch to Real-time Feeds by Zoho Expense. Upgrade your Zoho Expense experience with real-time corporate card management for the fastest, easiest, and most accurate
how to set the recency in segmentation rules in the last X days?
I just change the segmentation rules recency to be like this: I want score 5 if the deal won time is in the last 30 days I want score 4 if the deal won time is in the last 60 days I want score 3 if the deal won time is in the last 90 days I want score
Issue with Schedule Workflows – "Usage Limit Crossed" Error
Hi Zoho Support, We are currently facing an issue with the scheduled workflows in our Zoho Creator application. We are receiving the following error: "Usage limit crossed" for schedules. However, when we checked the usage statistics for our Creator app,
Card Scanner app creating duplicate Accounts
Hi all, I recently added Card Scanner app by ZOHO on my phone. I scanned several business cards, and realized that there were some newly added Accounts. Let's say there is an Account named ABC (US) CO., LTD in our system already. The app scanned the business
How do I create a time field?
I want a field that only records time. I can only see how to create a date-time field. If I do that and enter a time, without a date, nothing is recorded. If I create a number or decimal field, I cannot use it in time calculations. All I want is a field
Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the record
Zoho Forms CRM Field Mapping
Using the Zoho CRM Field in Zoho Forms, there is no direct integration between the Zoho Forms Time field, and Zoho CRM. We use this single field in most of our client-side forms to collect information. Initially reading this request, you might think that
How to Improve the Speed of the Website Zoho Commerce
Is there another way to improve the speed of the website in Zoho Commerce that was created?
Free Webinar - Fundamentals of Zoho Sign: Overview and latest updates for new users and evaluators.
Hello there! Want to get the most out of your favorite digital signature provider? Did you miss our last session on Zoho Sign features but eager to learn more? We have just the thing for you! Join us for the second edition of our free monthly webinar:
【Desk ナレッジベース】 記事自体のフッターのカスタマイズについて
お世話になります。 サービスのヘルプセンター構築のために、Deskとナレッジベースを使い始めていますが、 構築にあたり以下の質問があります。 ・質問 記事自体のフッターにある「評価」と「共有リンク」（添付ファイル参照）を非表示にしたいのですが、 これを非表示にするのはどうしたらよいでしょうか。 ヘルプセンター自体ののヘッダー、フッターはカスタムできるのですが、 記事そのもののフッターはカスタムできるところが見つかっていません。 もしご存知の方がいらっしゃいましたら、教えて下さい。
Timeline View in CRM - a linear way to visualize records over time
Hello all, We would like to introduce the next phase in our quest to deliver a seamless user experience as part of the CRM for Everyone: the Timeline View. It allows you to visualize your records plotted across a given timeline. You can view the records
SalesIQ not loading on mobile
We have installed the snipped through Google Tag Manager and it's working as it should on PC but the widget is not loading on mobile. Is there something we're doing wrong from our side? Edit: Widget seems to be loading just fine on Android and the problem
Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks Chris
Unable to make calls at the moment.
One of our employees has been getting this message all day when trying to make an outgoing call. We use the zoho phone bridge, and all other employee calling works as intended.
Importing multiple Zoho backstage events at once
Currently it seems it's only possible to import data from one Zoho backstage event into Zoho Analytics using. This means that if you have 10 events, you have to import them all separately into Zoho backstage. What I would like is to import all events
How can an employee edit their tax withoholdings / w4
I have an employee who has already been onboarded and wants to adjust his tax withholdings / W4. I would prefer that employees have access to make this change themselves without relying on an admin. How can they do this?
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