Will Cliq support Streaming for AI / LLP resposne
Currently LLM APIs stream the LLM response token by token, since waiting for the entire response takes usually ~ 7-10 seconds. Is there any intention in supporting streaming in the Cliq platform? Namely, I'd like to build a chatbot in Cliq and I want
Amount Change -> Reason of update
How can I setup the CRM so whenever the Amount field is being changed, the user who changes it needs to fill in a reason of change -> Could be a Subform entry or even a note. I'm happy to use any of available features -> Workflows, Functions, Buttons,
Zoho not receiving verification email.
I developed a website registration page and need to send verification email. I am using sendinblue for sending out the verification emails. Somehow, the mail is not being received by the Zoho users. Gmail, outlook, yahoo domains works fine but when I try to send the mail to my Zoho account I am not able to receive the mail. Can you please let me know what might be the issue?
How to Save Token in CRM
Hi, Is there any method that allow user save their token in CRM, otherwise I have to get token every time the function run.(Token expire each day)
Is there a way to have a "Time only" field?
I need a field that only captures the time. I don't like the Date-Time field. It is very clumsy for the user to input AND I need to sort by time separately. PLEASE add a new field that is dedicated only for inputting time. I don't need seconds just hours and minutes. Bonus would be to change it from AM/PM to military/international time. What do we need to do to make this a separate field??? I don't want a work-around, I just need the field. Is there someone out there that knows how to create
Connect Zoho Creator on on prem database with databridge.
Hi im new to zoho creator. Been through many forums and training clips but cant find a solution. 1. I have an on prem mssql server called "Sales" with a tabel called "Monthly" the server address is 10.0.0.10 2.i have Databridge installed on the server
Can't find field from ZCRM for a trigger
Hello, Currently I am revamping our CRM system and we have created second layouts from to try out new processes while not disrupting the old one. Moreover, we want to use different layouts for different processes. The issue is that when creating the ZCRM
How do I add an all ready created module, to an page
So I have created a list of equipment in a module and want to add it to some of the customer accounts, but not all of them, how do I do this? Thanks :)
Integrate Zoho CRM and Zoho Workdrive
I am having some trouble with my workdrive connection in zoho crm. What I want to do is this: 1) Create a folder for each account record in workdrive team folder, name it after the account name field 2) For each upload to a record in the deals module,
Contact and Deal details in Company Module
Hello, We would like to set up Zoho CRM based on Account/Company centric approach. We are using several Templates for each company in the Group. And the Account/Company module shall be available to all Templates. The Account/Company module will have all
Anone know how to add email body text in Button Properties ?
When adding a button there is an option use a "Link to Email Address" which triggers an email addresses to the To: email and with the Subject as per the Subject field. I want to add some text in the body of the email, such as My contact details are: Name:
Dynamic Dashboard for CRM Flyout/Widget
Hello, Apologies if this has been answered before—it's possible I'm just not searching the community with the right terms. I'm trying to create a dashboard in Zoho Analytics that pulls together reports from several datasets (e.g., CRM Deals, Books Invoices,
LinkedIn Inbox Auto-Responder
How do I set up an auto-responder message from my LinkedIn's company inbox?
Zoho Projects for Departments
We’re currently using Zoho Projects across multiple departments in our company (e.g., Marketing and Project Implementation), and we’re trying to figure out the best way to keep each department's projects and templates completely separate. Here’s what
Getting daily summary report from SalesIQ
Why am I suddenly getting a daily summary report from SalesIQ when I'm not even using it nor signed up to it knowingly?
Approval Process not triggering for specific user
Hi there! I have a simple approval process set up and have confirmed that it is working for at least one of my team (I'm super admin). So, the process is set up correctly. However, for a specific user in my organization, the process doesn't trigger when
Turn Ticket into Zoho CRM Lead
Is there a way to set up Zoho Desk -> Zoho CRM integration in a way that would allow out support agents to turn a Help Desk ticket into Zoho CRM Lead?
Import a list of contacts from csv and delete them
I have a list of email addresses which I want to delete from all lists. The contacts are distributed over multiple lists. So I cannot delete whole lists because there are other contacts too? Is there a way to import the list and delete the contacts in
AUTO ASIGNACION DE TICKETS
Cuando uno se asigna un ticket y lo contesta se queda asignada esa persona automaticamente para cuando se tenga respuesta de ese ticket, ¿como puedo configurar que ningun ticket se auto asigne? que todo sea manual
Creator help with max value
Hi! I come from MS access and I want to build in creator. I have a Registration App I want to make. The main table is called Registrations and I have a subform called RegProgress where the user can indicate the progress by selecting one of 6 steps. Those
Can't call function with ZML Button
Hi, I have a page where I have a subform and a button made in ZML. My initial goal is simply that onClick, I call a function that updates multiple entries. Even though the function exist, I am unable to reference it. If I try to reference it manually
Creating credit cards with sub-accounts for employee cards?
I'm trying to figure out how to go about reconciling our credit card accounts in Zoho Books since each credit card pulls into its own account, rather than employee cards pulling into a sub-account of the primary card. Ideally, I'd like to be able to setup
Custom Canvas Tabs
Hi Team Can you advise if there is a particular tab layout I need to be using in Canvas in order to have the numbers show on the tab ie for a new note it would show 1 as like with the standard view? The below is what I have: This is the desired outc
Fusion d'un champ image avec Writer ou Template CRM
Il semble impossible pour le moment de fusionner dans le CRM un champ de type image vers un template. Par exemple : fusionner une image située dans le champ devis du CRM vers le template 'inventaire-devis'. Impossible également de réaliser cette opération
How to drag and drop documents from Workdrive to Outlook
Does anyone have an idea on how to drag and drop a document stored in workdrive into an email as an attachment in outlook? Similar to how it is possible to drag and drop documents from File Explorer stored documents straight into outlook as a static attachment.
Reports for "current user"
<Note: Topic relocated from "Start a discussion" to "Ask a question". Former post deleted.> Is it possible to specify an advanced filter for "whoever is logged in", instead of having to pick a specific user? I want to create one report the can be used by all members, but will only show data that belongs to the person logged in. When setting up the report, I want to use an advanced filter that is something like "Lead owner" "is" "${CURRENTUSER}". So the generated report will be specific to the member
Add Subform Field based on Record Field
Hi All, I am struggling with finding a solution that can populate a subform field based on an existing field on the record. Use case is I have added Current Exchange Rate on a quote as a custom field, I then have a subform with Quoted items that include
Where are scheduled emails stored?
After you schedule an email to go out through the CRM, how do you go about changing that scheduled email? Or even where can I see the list of emails scheduled to go out? They are not listed in my Zoho Mail account in Outbox which has been the only answer
Linking records from different modules
Hello, Is there a way to link customer call records from the 'Calls' module to specific account and contact records? I've realized that our customer meeting reports are linked to both the contact and the Account records, in related list fields but the
Business_hour (by minute)
Hi Zoho Team business_hours formula can only give the difference of time or day between two dates. (In the time calculation, it can only calculate the exact time. For example, it can give the difference between 16:30 and 16:55 as 0.) I want to calculate
Where do Review Questions appear on the Performance Assessment?
Hi, I want to create a Performance Assessment including only compentencies with a multiple-choice format, and a final open-text question after the competencies asking for justification of the previous objective questions. Can Review questions work for
Banking - User Roles - Access To Single Bank Account
Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts
Does Zoho US Payroll now support employees in multiple states?
Does Zoho US now support having employees in multiple US states? I looked at the site and can't find and of the restrictions on multiple states anywhere.
CRM Mail merge issues
How do you configure the page on mail merge, from ZCRM??. I have written a template and structured the filters. the print preview is on one page. I merge the document. The merge reformats and then the document formatting moves higher and higher until by page 5 you have two half letters!!! Very frustrating. Does anyone know if I need to insert a page break or how to correct /format this so it doesn't happen?? Help. L
Push error with Zoho Books and Zoho CRM
I have successfully linked Books and CRM but I have some push errors with the following message: "The customer associated to this record is not linked to module chosen in the current contact sync configuration." I am unable to work this out, could you help please.
Sales Tax Rates
Why is the Tax Customization feature limited to 2 decimal points? This issue has been mentioned several times over the last few years but it has not been changed. From a programming stand point, this should be relatively easy. Third decimal point capabilities
Tablet Pencil + Fillable Form
Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing
Mass email processes
Hello, I'm looking to send about 7k emails out. I have them in CSV format with most being people I have previously communicated with. My questions are: * What is the process for using Zoho to send this group of emails out utilizing Microsoft 365 ? I'm
How can I customize my sales pipeline in Zoho.com CRM ?
Hi to all intelligent community members I’m Namrata Hinduja Geneva, Switzerland, new member in Zoho.com and in this community. Please resolve my query - How can I customize my sales pipeline in Zoho.com CRM to track the progress of deals more effectively?
Send a new invoice data from Books to local certified solution via API json due local compliance
Greetings, I hope you are doing well and staying safe. Due to local compliance regulations, I am required to issue invoices exclusively using locally certified software, which Zoho Books is not. However, we would like to continue using Zoho Books, so
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