Don't add currency to all templates
Zoho chooses to force us to have fields when creating a template. Currency is definately one we do not need on templates that are not related to money. It forces us to have to hide the field through other functions (it can not be removed). That in turn will affect how the module layout works as other features are affected by the hidden field. Please eliminate this (and possibly other) default required fields.
Parent and Sub Accounts
Hi, How do we make the total of the sub accounts appear as closing balance of the parent account ? Right now if I goto my chart of accounts and click on GST payable, the closing balance is 0. But if I go into the individual sub accounts such as Output IGST, CGST and SGST, the correct payable value under those heads are there ?
Integrating Zoho Orchestly with Zoho CRM
There doesn't seem to be any formal integration between Zoho CRM and Zoho Orchestly which is a real shame. The only integration one can do is to modify records in Zoho CRM but what if you need to view Jobs that relate to a CRM record? It's highly likely that Jobs are going to be related to Zoho CRM records in some way and an integration field in Orchestly that points to a CRM record would go a far way. One could build your own, but if you look at the Orchestly API there is no way to search for Jobs,
Zoho One use cases & customizations for internet marketing and/or wholesale goods companies?
What are some Zoho One use cases & customizations specifically for internet marketing and/or wholesale goods companies?
Email Summary to all individuals in an account
Is there any way to see the emails that have gone to all individuals in the account? Right now it looks like I have to go to the individual to see the emails that have been sent.
Custom button - Generate new Deal from Contact record
Hi. I'm trying to streamline the user experience by creating a button that will generate a specific Deal (we have multiple Deal page layouts) and pre-populate it with Contact record information and static text. It works but only if I run the function independently. Whenever I try to map the function to a button, it stops working. My best guess is the function calling within the button looks for a String and I need to pass the Contact ID as an integer. Has anyone run into this issue before? Is there
Is there a way to log MH emails on the contact in the same place where CRM emails are logged?
Hi - I'm trying to do two things.. 1 - build a report that shows contacts in the CRM that have not been touched by sales or marketing in X number of days. Our sales team is using sales inbox on the CRM side, and our marketing team is using MH on the marketing side. However, since (it seems to me) these things get logged in two different places, I can't get to this report done. 2 - give my sales team an easy view into any touches we have had with a contact, regardless of sales or marketing. Again,
Zoho is not reliable. period.
I started my trial period of Zoho one last week. The migration from Hubspot has been nothing short of a nightmare. Mail does not work - CRM it is confusing - Mail parse is a dinosaur - and list goes on. I have contacted support several times. - 1 email 5 days ago - no answer. - a second email 4 days ago - no answer - a phone call to support four days ago, they said someone will get back to me. - never happened. - an answer from first email was received yesterday after hours for us (9:25 pm). Telling
Submit to client - Resumes
Most of my clients do not like the approval form and prefer to receive individual resumes. But once in a while I forgot to check the box to send email as separate. When one send the email all the resumes and attachments are bundled into one email. Would it be possible tocreate a file for the attachments for each candidate. So there are not 7 resumes and 7 degree = 14 attachments with different labels?
More professional/business-ortiented Zoho-logo
Dear Zoho corporation, Dear Marketing responsible of the Zoho Group, Please do not see this as criticism, rather as trying to help Zoho to become even more professional in the market. The logo of Zoho is not really business-oriented, it is more playful then professional branded (remarks i get quite often from my customers when i advise Zoho to them, the logo does not give a "serious" impression when comparing to competitor digital/online CRM/ERP solutions, although Zoho has a lot to offer as a wide
No response from Support for 1 week
This autoreply is one week old. This is all i got until now. The support is a joke. This is not just related to Zoho Flow but also to many other Zoho Teams. You will only get an answer if you regularly bug the team and in many cases their reply isn't really satisfying. We pay over 3900 EUR each month for Zoho One.
Mindmapping
Does Zoho connect with, or plan, any mindmapping application?
Z Creator Deprecated App for Z Flow?
You are using a deprecated app - Zoho Creator in your flow(s). Reconfigure the flow(s) with necessary changes before Oct 15 2020 to ensure it continues to work.08:58 AM You are totally removing support for Zoho Creator in Zoho Flow?
This Week in Zoho News - CRM Zen Show Episode 112
Click here to listen to the podcast. Zoho News Customize your WorkDrive Layout Preferences You can now choose a theme (3 so far), customize your view and sorting options, and set a preferred default landing page. The Zoho People September Newsletter Is Out A nice round-up of all of the Zoho People News and Upcoming webinars New CRM Image API Codes Zoho CRM offers an option to upload images for a record. When a user uploads images, Zoho checks if the record meets the configuration criteria, and validates
Mailing list Services
Marketing Lists Direct, Inc. list takes pride in providing Business Lists, Direct Mail, Telemarketing Leads to Businesses and best Business Mailing List around world at over .Choose from our industry leading Marketing Lists Direct, Inc. and then begin creating your mailing list today. For a Marketing Lists Direct, Inc. list you want to make sure you are reaching key decision makers. Data HQ specialise in Marketing Lists Direct, Inc. across all industry sectors and by specific contact type. If you
Wiki in Zoho One
The last update I can find on these Forums indicates Wiki iswas due to join Zoho One in March but it doesn’t appear to have happened yet. Any updates?
Possible to only disable some keyboard shortcuts?
There are a few keyboard shortcuts I would like to disable altogether so I don't activate them accidentally. I know I can change them, but can I just disable some of them? I do NOT want to disable all of them, I know that is possible. Thanks
Webhook Reset Parameter Values?
So I am working in flow and I went to test my changes and the webhook lost all of its parameter values and is now acting like I'm in the potentials module for some reason.
Where do you go after Zoho Recruit?
The system is too flakey and everyday is constant battle. Has anyone else thought of moving systems as yet and if so where are you going?
Zoho Bookings | Scheduled downtime for EU users on September 27th, 2020.
Dear Customers, We want to make you aware that we've scheduled a maintenance activity at our EU data centers on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Bookings will be completely unavailable for the accounts in our EU data centers. This means that the following will be temporarily inaccessible. 1. Your Zoho Bookings account 2. The booking page links 3. APIs, Integrations and calendar syncs Note: Everything will recover back
Zoho One | Creator Service scheduled downtime for EU users on September 27th, 2020 from 1:30 AM to 1:45 AM CEST.
This intimation is regarding a scheduled maintenance activity for the Creator Service at our EU data centres on Sunday, September 27th, 2020, from 1:30 AM to 1:45 AM CEST (Central European Summer Time). During this period, Zoho Creator will be completely unavailable for the accounts in the EU data centres. This means that the following will be temporarily inaccessible for these accounts: The Creator applications and their schedules, integrations, and APIs. The custom applications available under
Pop up alerts when accessing specific accounts
Is it possible to have pop up alerts to notify a user of important information about a specific account when they first access that account? For example, our customers are schools and sometimes we have an arrangement for 2 schools to share the same licence. If one of the schools calls us to renew the licence we need to action that renewal on both accounts but if the user doesn't read the notes thoroughly, they may miss the fact that the school is sharing a licence. A pop up alert on accessing the
Default Dashboard
Hi, I'v created my own dashboard vue, but everytime I go back to the Home (Welcom Page) on Zoho CRM, I have to change the view, it always return to another one, not my own or classic view. Any idea ? Thank you ! Regards, Romain.
List of Static Zoho Images and Icons
I am creating zoho bots for Cliq. I noticed that in the message builder utility (https://cliq.zoho.com/messagebuilder) there is an option to change icons and thumbnails, and that there is a default URL for these: https://img.zohostatic.com/chat/default/offic... I am wondering if there is a list of static icons and thumbnails user by Zoho that I can access, and if so, how do it get a list of all icons and their URLs? Having that would save me the time of creating my own and would also standardize
Default config KRAs
Hi, does the zoho people team consider KRAs & Goals to be the default configuration or KRA vs. Goals. Please do not answer 'according to my requirement' Thanks!
Need help RE-connecting a credit card account to import transactions
About three weeks ago, Books stopped importing transactions into three accounts. Books disconnected from all three, and I do not know why. No passwords had been changed. I successfully reconnected the checking account, but only one of the credit card accounts. My credit card accounts are corporate credit accounts which each contains two persons with discreet card numbers. Both user's charged appear on a single statement, and are paid as a single payment. Since January when I started using Books,
User Template in Zoho Sign / Form + Z Desk
Hi Team, I would like to create a form in Zoho Sign or Zoho Form to send to the final user sign; It's a term of responsibility to register some requests from the final user to open some specific ports to internet, and Would like to create a "map" of ports requested by users and the term of resposability signed. The propouse is attach this informations directly in the tickets. Is it possible to use Zoho Sign (templates) to this proposal? I'll control some requests of firewall rules as shown below
This Week in Zoho News - CRM Zen Show Episode 111
Click here to listen to the podcast. Zoho News More Zoho Meeting Enhancements A bunch of new updates as Zoho Meeting continues to improve. But… we retested the recording quality this week. And it is still very poor. So, we can’t recommend using Zoho Meeting until this is fixed. This is also the case in Zoho ShowTime which we also retested this week. Hopefully, this gets fixed soon, because both are good apps except for the recording issues. Zoho Cliq Get Widgets Cliq continues to get better and
INtegrating with email clients
I've been trying to itegrate Zoho Mail with email clients. I've checked server info several times, but it always says authentication is bad. What is the problem here?
Create a funnel component show leads created to leads converted to deals won
New to Zoho How can I create a funnel component that shows leads created to leads converted to deals won? I know the steps, I am just not sure what filters to add. What is "Lead conversion Time"?
Is there a way to get a Flow to run on the update of a specific field in Zoho CRM
In our Deals module, there is a field called 'Description' and I wanted to have a flow that would push that deal's information into a Google Sheets file whenever the description is filled out. Is there a way to make this happen? Thanks
Zoho product that compiles documents like Acrobat?
One product that seems like a fit for the Zoho family is Acrobat. We need to prepare a compiled document to send to a customer. Some pages are PDFs, some are JPGs, some are selected cells from Excel or pages from Word files. Acrobat allows us to take all these different file types, turn them all into one document and reorder the pages, add notes or highlights, etc. Then rolls the whole thing into one PDF that we can email as attachment. That seems like something Zoho would have. Does one of the
Auto Assign Lead Cost (CRM/Campaigns Module)
Hello Everyone! I am looking to have ZOHO CRM assign a lead cost based on what we are spending on our campaigns. This is my diliemma: When entering a new lead into CRM, we are associating that lead with a Campaign (in a field). We added a custom field "Lead Cost" which I would like to have an average cost assigned in there. This would be based on what was spent for the campaign during a specific time period. For example, if we had a home show named "Test" on August 1, 2020 and spent $2,000, I would
Related Records on Conversion
Hello All, I am having some trouble mapping a conversion for related records on a Lead. I have a separate module that holds a Prequalification Letter for a Lead/Contact. I mapped a custom button to open a Form that promptly merges the inputted data and sends the document to a few recipients in the Lead and Contact Modules. The Form on submission pushes data back into the CRM that triggers a conversion into Contact and Deal(Potential) records. I now have lost the PQ Letter record that was originally
Cannot reply to one or all in messages
I am not able to reply to one person or reply all. I restarted my computer, opened Zoho in Chrome and Microsoft Edge and it's the same problem. I need to fix this - any ideas?
Zoho Desk - Performance Issues
Dear Zoho Desk-Support, Hopefully, everything is fine on your end. Our Head of Service reported an issue with the performance in the last 3 days. Is there anything to know or check the status on our own? We would love to work with much more people in this system and some of those tickets aren't loading as quick as it should / could be. Kind regards, Jan
hard time accessing crmplus
I have had a hard time accessing crmplus since yesterday. When I try to access any of the crmplus services I have a timeout. Apparently, it's https://js.zohocdn.com/ that is at issue. I have no problem accessing services that are not included in crmplus (Zoho Invoice for example). How to solve this problem ? I can't work since yesterday! Thank you very much
Zoho Campaigns: Replies to Campaigns
Hello, Our team recently launched a campaign Via Zoho Campaigns. I entered the correct sender address and reply to address. It shows we received 4 replies from the campaign, however, we cannot find the reply in any inbox/junk/spam folder.
This Week in Zoho News - CRM Zen Show Episode 110
Click here to listen to the podcast. Zoho News Zoho Expense Now Integrates With Amazon Business Zoho Expense now fetches the invoice details of your purchases through Amazon Business and creates expenses automatically. Zoho TeamInbox Has Launched and Is Part Of Zoho One Shared inboxes for team collaboration, built on Zoho Mail. Zoho Sign-Zoho Finance Integration Gets a Major Enhancement Users can now send estimates that can be accepted and signed by clients directly from the emails they receive.
Pack of products.
Hello, I wish you are all good, I just wanted to know if you have any idea how to create pack of products? is it even possible? In fact, we have to make two different categories of products. We can add customized fields in the invoices or sales orders to separate them but it would be better if we can create packs of each one. Also, can we merge products like we do with accounts and contacts? If you have any idea about it, let me know. Thanks.
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