Leave Application Approver Settings In Zoho People
Hi, I have some query regarding the zoho people Approval settings . In zoho people when our employee submit the leave application then without any further approval from manager and director the leave will be marked as paid leave in attendance module .
Automation Workflow between Zoho Sales IQ and Zoho CRM
Hello, I am trying to set up a workflow between salesiq and Zoho CRM. Every lead in CRM has a "Visits - Zoho SalesIQ" related submodule that is actually managed by SalesIQ. Under that "Visits - Zoho SalesIQ", as soon as the visitor finishes a visit,
Retrieving files from a User who has left the organisation
How do I get files from an ex-User folder as a super admin on Work Drive. Many Thanks
Exchange files with customers
In a deal context, we need to exchange a lot of attachments like pdf, docx, images. Is there a zoho product or a function allowing the customer to upload files? thanks
User is already present in another account
I keep getting a "user is already present in a another account" when trying to add user in the crm through zoho one.
Safe file transfer
Hi guys I need to give my clients a link so that they can send me files safely. Is there an option to do this quickly in zoho? i am a zoho one client. Essentially i need to do this quickly without setting up a specific link for each client thanks st
Zoholics Dubai- Our first meetup of 2021
Zoholics Dubai is a conference where you can learn, network, and get the resources you need to take your business to the next level. The event will start with a keynote by our CEO, Sridhar Vembu, and will consist of a wide range of sessions such as "Reimagining
Project Status Changes Affect Multiple Layouts
Well that was a fun couple hours. We have 60-100 ongoing projects at any one time and Project Status is a critical way for us to tell where things are at in our pipeline. I hopped on Projects to get current status for a customer, and saw several statuses
Expected Revenue on Career site
Why does the "Expected Revenue" info show on the Career Site? Is it normal for candidates to see? or am I missing something?
Quote's relationship with CRM, Zoho Sign and Subscription
Hi folks, I just figured out the quotes and products section in CRM. As my way of thinking, I kindly wanted to know how I can make them talk to each other for such a case written below: Creating quotes and assign them to accounts. Sending those quotes
Format phone numbers in CRM
Hi all, How can I make sure that the number entered will only have 10 digits and if it is entered with a country code (starts with + sign) it will only have 13 digits. I also want to avoid that blank characters can be entered. Thanks for you help.
zoho opening assets in quantity
HI, my question regards to zoho asset , we are new to zoho i would like to know how we make treatment in zoho related to opening asset in quantities instead of opening balance so that we can know qty as well as the opening balance
Date format error
Hi, How to resolve the the date format in the imported csv file. I have tried all the formats, but its showing error in all the formats.
Screen control issue
I have noticed this multiple times. it just shows a small cross and 1 in the middle of screen. Tried many times but no solution. CHECK IMAGE ATTACHED
I am unbale to add a new user
I have tried to add a new user and edelete an old user. IT will not allow me to add a new user and change or assign a password. Can you please check into this.
How to make data from module lead to module tasks
Hi, how are you guys? i need help with deluge I am trying to make a deluge that draws information from the lead module to the Taks module But my workflow is not working in a way that can fit. Is there an option to create a function on a lead module and
How to call out duplicity between tasks
Hi, In an undesirable situation, where two tasks are created by different people but assigned to same person. I want to create a link between the two tasks stating that one is the duplicate of the other. If I change timeline for one, the other should
Issue using Email notifications from Workflow
Hi, I am having an issue using a workflow to trigger an email based off of when a field is updated. The trigger is to send an email to the record owner when a checkbox field is selected. However when I do that in the system for a record with the specified
User is already present in
Every time I try to add an employee to Zoho Sign access it says 'user is already present in another account'??
One user still on trial Zoho One following conversion to membership last week
Hi, We are a new customer, Enovate Upstream. Last week, we converted from trial to membership. One of our users still appears to be on a trial account. Hence I'm having issues adding her as the owner of apps.
Real use cases that work for zoho external users
Hi, Does anyone have external users working in a real use-case scenario where they are able to effectively collaborate and communicate but didn't have to go through numerous steps to sign-up a guest with a zoho account (that they don't want and shouldn't need). Gr8rck
OVER.......PEARTITION BU Query not working
Hello Admin. I'm Using Partition By query in Zoho Query table below is query SELECT "Year", "Month", "1st of Month", "Zone Code", "Zone Name", "Zone Short Name", SUM("Line Total INR") OVER (PARTITION BY "Zone Code") As 'Sales Actual', SUM("Line
Automaticlly record all meetings
Hi, Is ther an option to set that all of our meetings will be auto-recorded? Thanks
How to have pre-filled fileds based on dropdown option...
Hi, The first filed in my form is a dropdown and when users select a specific option, I would like the other fileds to be autoatically filled in based on the selection for the dropdown. E.g. booking form has select filed for 'type of booking' with options:
Zoho Sign - Recruiter automatically add fields
We use Zoho Sign and Recruit. Is it possible for Zoho Sign to take fields from the candidate profile from Recruit and automatically add the input to Zoho Sign? Like the candidate name, birthday etc? We don't want to fill it in twice.
Open roadmap with user cocreation
Hi Zoho Have been a Zoho One admin for some years now, got onboard just when One launched The apps and intergrations are abolutely amazing and we constantly add new productivity boosters and survey the updates brought from the team. It can however be
Zoho integration with Sage
Hi Zoho, is there a way for me to migrate my data from sage to zoho crm? do you have an api or do you have a connection we could use to achieve this. because I can see that i need to download or export the data from my current accounting system (sage
Zoho Day 2021 - Where's the recap
Hello, We are looking forward to the recap from Zoho Day 2021, any idea when that will be coming out?
images no longer supported windows coming up
I can no longer view my pictures uploaded from my Iphone on the Notebook, Keeps coming up image no longer supported. ?
Removed as admin and can't get back from connect app
hello i was exploring the connect app and suddenly i was removed as admin and can't assign any admins back from the zoho one admin panel Please help , Thanks
How to add additional info to a field/fields in CRM without replacing the existing entry?
Hi, I'm sure this is a basic question but I could not find the answer in the resources We run different competitions and the same person could enter multiple competitions, how do I track/update which completion they have entered? for example, if I
APAC Online Workshops - Sneak Peek At Zoho CRM Integrations
We've planned a series of free online workshops for our APAC customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. A workshop
How’s the integration between HubSpot and Zoho
We have Zoho One and need to get better visibility into our own marketing funnel. We’re considering MarketingHub but seems that’s not quite where we’d want it to be for our stage of growth. We’re exploring integrating Hubspot Marketing into our otherwise
Arabic encoding crm import
Dears, Hope my message finds you well. I am asking about what is exactly the recommended encoding to use on excel when I save the import sample, that allows me to import Arabic written leads, and match it with importing encoding option on zoho CRM correctly,
Customize access to workspaces by users
How can I customize which staff users have access to certain workspaces? For example, each sales person has a workspace and I'd like them to customize their own workspaces.
Using CRM data in Sheets
I have many spreadsheets in Excel which help analyze Real Estate data. This involves comparing at least four properties with easily sourced data with about 30 standard fields per property. This would be IDEAL for mapping the data to selected fields and
how to show Data from Related list two times from same related list with different filter.
I have a related list called Store_Purchased for each Contact. Store_Purchased has details of Items which are purchased by a contact. For Example a Contact can purchase 5 items from Store-A, and may 8 Items from Store-B. Currently i can only show all
How to push daily attendance summary to cliq channel
Hi, we want to push the daily attendance summary (including employee id's, from time and to time) to zoho cliq channel at the end of every day . We need one single report only at the end of every day . So can you please let me know how i can do it because
How and where do we see our organizations email addresses and how do we remove old users from our Zoho One?
Hi, I am a long time Zoho user and used to be a big fan. Lately, I feel they have grown to become just another big tech company who has stopped listening to us little guys. I signed into my Zoho mail and went to the "new" admin. screen and could not find
How to implement Oauth2 without User consent (only for backend use)
Hi, how are you? I'm trying to implement zoho subscriptions api to my server (node js) to read / write new products, plans, etc. But in my flow, i don't need any user consent... and i have some questions about the implementation. 1) I created a self client
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