Why Are Columns Reset When Deleting Entry
Hello, this is quite annoying. We use forms as a questionnaire for candidates, we filter entries by removing columns, when we delete an entry the columns reset. Every "delete" the columns reset, why!? Thank you
Configuración
Hola acabo de instalar Zoho CRM y quiero configurarlo correctamente. Al respecto me surgen algunas dudas tales como la diferencia entre: Cuentas, posibles Clientes y Contactos. ¿Conceptualmente que son cada uno? ¿Como se se relacionan entre ellos? Si
GL account associated to each supplier for new bill
Hello I'm facing problem for all items of my bills that are not inventoried. The need is each time I enter new bill and after I select supplier the GL account section is autopopulated with default GL account (that I would like to add in supplier settings)
Mail Merge Stuck in Queue
I am trying to send Mail Merge's and it never sends out to the full list. It always hits a portion and the rest remain in the "Queue" - the emails I am sending are time sensitive, so I need this to be resolved or have a way to push the emails through
SMTP Email Sending Not Working for My Domains and Apps
Hello Zoho Support Team, I am experiencing a critical issue with sending emails via Zoho SMTP for my domain humanhup.com. Both of my applications, HumanHup and CheapUI, are unable to send emails using Zoho SMTP, even though the same setup was working
Why is Zoho supporting the Proud Boys?
Hello. This is the only way I can find to contact your company. There is someone in Maine posing as a law enforcement officer, attempting to kidnap immigrants. They are also recruiting for a known hate group. They have an email address hosted by Zoho.com.
Composite Item - Associated/Component Items
I am trying to find the Associated Item/Component Item field in the Composite Item Table in Analytics. Has anyone been able to find and utilize this field in Analytics?
Use openUrl() to edit a specific record
I am working on a queue app for my organization. I have a master queue that is a report of meetings with workflow buttons to manipulate the records. One of these buttons I would like to open the record and edit for the purpose of changing the queue lookup
why i cant access my web without the www
please help me
Help Centre Articles in Desk, Zia and iframe
Hi, We embed SOP documents into articles from Scribe into using iframe. We are looking at zia indexing articles to present to agents to aid their work. Please advise if zia can view and learn from the content within the iframe?
How to create a directory report from one-to-many relationship
Hi all, Newbie here. I'm converting an Access DB to Creator. I've learned Forms are tables and Reports are used to edit table rows, not Forms. I've got the data loaded and can maintain it with the Reports already done. I've done filtering and sorting,
Change Default Selection for Lookup field
I have a Lookup field that I have locked, when I unlock it - the user can select the proper Zone but I need it locked, since this may change based on user selection of another field. Example. There are 3 potential zones. User A selects the Hospital Account
Restrict visibility and user permissions Creator 5
I don't understand how restrict visibility for reports interacts with the already established role permissions. It seems that the default on restrict visibility has everything checked for all users, but I cannot set up different levels of permission for different individuals. Right now I have three different ways to manage users and their access and it's confusing because everything has not migrated to Creator 5. Don't the role permissions extend to the reports as well? Are the selections under
zoho smtp limit for free users
What is Zoho SMTP limit for free users?
Mailboxes and Alias Email Addeases - Best Palestine’s and Advice:
Mailboxes and Alias Email Addresses - Best Practices and Advice: what is the best practice for the efficient means to manage And sort, alias, email addresses and third-party after or even the Zoho app itself. I am currently using both Thunderbird and
Has anyone built a discussion forum with a Creator Portal?
I have built a Creator app for organisations to apply for refurbished tools that are sent by a charity. The charity now wants recipient organisations to be able to connect with each other within a region or country, to share advice on maintaining the
Zoho Recruit > Email Templates
Dear All Background: We are using Zoho Recruit for the 4 business units under our group of company it our posting our of Job it will be done via our internal recruiter. In the Email templates, i want to be able to insert the individual business unit,
Change start time after starting the timer
Hello Projects Community, an amazing feature would be to change the start time of a running timer. I know this from some other time tracking softwares. Any idea about this? Best wishes Niels
Data access tasks like 'For each record' aren't supported for 'integration forms'.
My code is not running because i get the error "Data access tasks like 'For each record' aren't supported for 'integration forms'." I have my integration setup with Zoho CRM + Zoho Creator, the form is visible and working on my zoho creator however in
Zoho Reports Not Grouping from Subforms
I have created reports from a subform. We have a budget from a standard field, and the bills added to a subform. I've summarised the bills in a field. In edit mode, the bills are joined per supplier, which is what we want. But then it converts and separates/duplicates
Create Automation for the Field "Mark up by"
Hello everyone, I'm importing expenses from Zoho Expense to Zoho Books. I want to auto-calculate the "Mark up by" field based on the custom field “Discount” I created before. The trigger of the workflow will be the creation of the expense itself. The
Is zoho SMTP slow today?
Hi guys, Since yesterday I'm facing a slow communication over SMTP while sending emails. I already tried to use tls and ssl but nothing changes. There is anyone else experiencing related issues? I didn't find any maintenance in progress. Tested another
Zoho Calendar (Refresh Rate)
Why don't the calendars refresh more than every 12 hours? That is crazy. I cannot be the only user who wants to see this change? I see and understand that I can MANUALLY update them, but need them to auto refresh either (1) whenever there is a change
"In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
@Dr Saurabh Joshi @Haiku Technical Support @Ishwarya SG @Sparrow Hill President @Hugh Marshall "In Zoho CRM, during the Blueprint transition to the QC stage, I want to make the 'Packing Proof' image field mandatory."
Flow Error
Hi Zoho Team, Any idea on this? This happens recently. Zoho Desk says "You are not authorized to access this resource."
Zoho Hilfe in NRW für Kundenprojekt gesucht!
Hallo, wir sind auf der Suche für ein Kundenprojekt, wer die Implementierung von Zoho übernehmen kann. Unsere Stärke liegt im Onlinemarketing, bzw. der Automatisierung mit Klick-Tipp und den Tools drum herum. In dem Projekt können wir dem Kunden mit dem jetzigen CRM nicht weiter helfen, bzw. ihn nicht auf die nächste Stufe bringen. Leider komme ich mit meiner Suche in Foren, SocialMedia und sonst wo nicht weiter. Der Idealfall ist ein gemeinsamer Besuch vor Ort beim Kunden und hier eine Präsentation
Product and Service
Hi guys, there is a difference between layout of product and service if Long Description field have some kind of text. Please see screenshot 1 for Service here: https://prnt.sc/7xWwPKd29nWP for Product here: https://prnt.sc/LGmtVd_U6H7q As you can see
Anyone Building AI-Based SEO Dashboards in Zoho Analytics?
Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metrics
Phone Number Integration
I would like to be able to track my cell phone calls in the CRM. So if a contact calls my cell phone number, a note of that phone call will be made in the CRM so that I don't have to remember to go back in and add the call manually. Is there a way to connect the CRM and my cell phone via a 3rd party? Such as Google Voice, Skype, etc. Its important that my clients don't have to call a new or different number and that sent calls use the same number as well. So if there is a way to connect my phone
Woocommerce Line Item Information
I'd like to add each line item from a Woocommerce order to a zoho creator form record. The line items are found within the line items array, but I'm not sure how to get each item out of the array? Any help would be much appreciated.
calendar I created in Zoho Creator not being imported to Google calendar any longer
A calendar that I created in my Zoho Creator app is no longer updating (or showing up at all) in my google calendar. It used to export appointments I set up in my app to google calendar. I cannot figure out how to correct this.
Quoting Subscriptions with one Time costs
Hello all, We sell a subscription SaaS service for which we provide one-time services for implementation and customization. Using CRM quotes i was able to create customized total fields to show the total one-time costs, monthly cost, total subscription
On click of the Blueprint transition (Qualified or Not Qualified), the 'Convert' option should be enabled in the Lead module.
On click of the Blueprint transition (Qualified or Not Qualified), the 'Convert' option should be enabled in the Lead module. console.clear(); let convertButton = ZDK.Page.getButton('convert'); let leadStatus = ZDK.Page.getField('Lead_Stage').getValue();
Condition to skip recipient signature
Is there a way, alone or with a Zoho Form integration, to skip a recipient signature when a condition is set? This happens because in this template, not always all the recipients need to sign it. Sometimes its just a few. We are using a Zoho Form integration
Wich version of Backstage is included in Zoho One
Hello I am in the event business and i am considering Zoho One to replace my current tools. I will need Backstage to manage my events but I am wondering wich version of backstage will I get if I subscribe to Zoho One. Thank you Guillaume
How to restore deleted campaigns?
I accidentally deleted my first campaign that went out today (08/21/18). How do I restore it?
Zoho Books CREDIT LIMIT is completely USELESS due to a BUG!!! Please fix it ASAP!!
Credit Limit should not be taken into account if payment terms on the Invoice are without credit. If selected Credit 0 days (Prepayment) why in this world would a notification pop up saying credit limit is exceeded and not allowing to create an invoice?
Have completed Zoho Sign documents attach automatically to contact and/or account
Hello, Just used ZohoSign for the first time to get an e-signature on an important document. Setting up the template was nice and easy and configuring the request to go to the right people and training a member of staff was also very easy. HOWEVER Why
Update Lead Status in Zoho CRM When a Meeting is Booked via Microsoft Bookings
Hi everyone, I’m trying to streamline our lead management process and would like to automatically update the Lead Status in Zoho CRM whenever a meeting is booked through Microsoft Bookings. Has anyone successfully implemented this kind of integration
Is Zoho Marketing Plus part of Zoho One?
Hi, Is the new fancy Zoho Marketing Plus part of the Zoho One package? Is there any benefit in using this rather than the standalone products? Many thanks Jon
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