Easily send documents from Egnyte to your leads in Zoho CRM

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• Vijay Surya

  

• Sticky Posts

• Introducing Kanban Board Extension for Zoho CRM

  Zoho CRM has been helping you with your business in many ways. The foundation of it all is that it is keeping all your data well organized and maintained. It makes work easier for you but what if that was not all.  Yes! That is not all; we now provide the Kanban Board extension that provides a visual management for your CRM data. It is a great way to view all the records segregated the way you want to see them. Be it based on deal status, lead pipeline stage, or campaign type or any other pick list

• Here's what you can do with your DocuSign Extension

  Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,

• Contact Info Extractor Chrome plugin

  Just trying out the Contact Info Extractor plugin and had a quick observation.  Since a target website for this plugin would be LinkedIn, I'm very surprised that the plugin cannot determine that if the selected text in question includes... Joe Smith Vice President at ABC Corporation ... the plugin can recognize the name and title but not the company.  I'd assume that the term "at" would give it the needed clue but on several contacts I tried to add, it's just not catching it. Would love to see the

• Easily send documents from Egnyte to your leads in Zoho CRM

  Understanding your customers and educating them about your product are two sides of the same sales coin. During a sales process, to educate your potentials about your product, you may have to send them user guides, help documents, comparison sheets, and

• Empower Your Sales Team with Email Marketing Insights Using the Mailchimp Extension

  Email marketing is one of the most powerful tools available for engaging leads. It’s low cost and high ROI makes it a top choice for marketers who want to establish contact with leads. But these leads can only be turned into actionable deals when pursued

• Recent Topics

• Adding Today's Date into an email template

  Is it possible to add today's date into an email template? Any help would be gratefully received.

• Entry created or updated - not getting all fields

  I have a flow that fires on an entry being created or updated in a custom module in CRM.  It is only supposed to proceed if a particular field is false and once fired, immediately updates that field to true to avoid running multiple times.  For some reason,

• Help createing Inventory Volume report

  I've been working with Zoho support for a few months now trying to develop a inventory volume report. Though they have been helpful, it never seems to generate exactly what we're looking for. I thought I'd turn to the community for further help. We've

• Zoho Sprints - Timesheet Rejected

  Does a user get notified is his Timesheet entry has been rejected?

• Sixth Insight - The Hidden C in Data

  The Wheels of Ticketing - Desk Stories The Hidden C in Data [Importance of clean data] Data cleaning Data cleaning ensures ticketing systems' data is accurate, consistent, and complete. This process includes eliminating duplicates, fixing errors, and

• Simple Text Search Function

  Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

• KPI Widget would not load columns

  My Zoho Analytics would not load columns on KPI Widgets, is there anyone who could help me on this?

• Introducing the calendar view for Bigin's Activities module

  Hello everyone, We're excited to announce the calendar view in Bigin. This view presents all tasks, events, and calls in an intuitive and visually appealing interface, and will be set as the Activities module's default landing page, ensuring you have

• Its 2022, can our customers log into CRM on their mobiles? Zoho Response: Maybe Later

  I am a long time Zoho CRM user. I have just started using the client portal feature. On the plus side I have found it very fast and very easy (for someone used to the CRM config) to set up a subset of module views that make a potentially extremely useful

• Add documents/uploaded files in Zoho CRM records that can be accessed by all team members?

  Hi, I'm building out our small business' Zoho CRM implementation and are on a Zoho One plan. We do LED Lighting Projects for customers, and collect data like customer utility bill PDFs, and pictures of existing lighting that we want to keep in one centralized

• Updates for Zoho Campaigns: Merge tag, footer, and autoresponder migration

  Hello everyone, We'd like to inform you of some upcoming changes with regard to Zoho Campaigns. We understand that change can be difficult, but we're dedicated to ensuring a smooth transition while keeping you all informed and engaged throughout the process.

• Customizing Helpcenter texts

  I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

• Zoho Desk - I am no longer receiving email notifications when comments are made on tickets

  I still receive other notifications via email (e.g., new tickets and replies) - however beginning May21, I no longer receive notifications on comments (whether private or public) - I have confirmed that notifications are toggled on for agents within system/notification

• Issues with Campaign Results Sync Between Zoho Campaigns and Zoho CRM

  Hi everyone, I’m experiencing an issue with the integration between Zoho Campaigns and Zoho CRM. When I send campaigns from Zoho Campaigns, the results shown in Campaigns (such as the number of emails sent, opened, and clicked) do not exactly match the

• Greek languge

  Hello, Is there any support for Greek language in the near future?

• Import records with lookup field ids

  Hi Is anyone able to import records into Recruit via spreadsheet / csv which contain ids as the lookup values. When importing from spreadsheet lookups will associate with the related records if using record name, however when using related records id

• Custom module history is useless

  Hi I am evaluating ZOHO DESK as my support platform. As such I created a few custom modules for devices assigned to employees. I want to be able to see the whole picture when a device was reassigned to someone, but the history shows nothing Is there any

• Email rejected per DMARC policy

  Hi, We've got the return message from zoho like 'host mx.zoho.com[204.141.33.44] said: 550 5.7.1 Email rejected per DMARC policy for circlecloudco.com in reply to end of DATA command' We're sure our source IP address matches the SPF the sender domain

• EMail Migration to Google Apps is Too Slow

  We are moving to Google Apps and the email migration is really slow. Anyway you guys check if this is a server issue?

• How to import subform data - SOLUTION

  To all trying to import subform data, I might have a solution for you. First of all, for this solution to work, the subform data needs to be an independent form (not ad hoc created on the main form). Furthermore, this approach uses Excel sheets - it might not work using CSV/TSV. If this is true, then follow these steps: Import the subform records Then export these records once more including their ID Now prepare an import file for the main form that needs to contain the subform records Within this

• Help center custom tab - link color

  I’m trying to add a custom tab to the main navigation in the Zoho Desk Help Center, for example to link to an external resource like a website. The problem is that any custom tab I add always shows up as a blue link – it doesn’t match the style of the

• Organization API: code 403 "Crm_Implied_Api_Access" error for "https://www.zohoapis.com/crm/v2/org"

  Hello. I've developed an add-on that allows clients to synchronize data from Zoho CRM with the Google Spreadsheet. I am using the OAUTH2 protocol, so clients will have to authenticate into their Zoho account, and Zoho will send back to the app an access token which will be used to get data. Currently, there are about 100 clients, and everything works smoothly. Today I've found that a guy who could become a new client was not able to to get his organization data, because the application receiving

• Pick list - Cannot save list "Special Characters not Allowed" error message

  Bulk uploading values. All values are pretty standard - with the exception of a "-" (dash). Like:  Industry - Prepared Food Is the simple dash a special character too? Jan

• Zoho Projects API Error - API v3; Always HTTP 400

  Below I have uploaded my .py file I'm using: Always returns with response 400 :(( Console Logs: (venv) PS C:\Users\sreep\venv> python .\TimesheetBuddy.py Token file not found. * Serving Flask app 'TimesheetBuddy' * Debug mode: off WARNING: This is a development

• Inquiry: Integrating In-house Chatbot with Zoho Desk for Live Agent Support

  Hi Team, We are exploring the possibility of integrating our existing in-house chatbot with Zoho Desk to provide seamless escalation to live agents. Our requirement is as follows: within our chatbot interface, we want to offer users a "Talk to Agent"

• Zoho Mail will not set up in Thunderbird

  I am using Thunderbird 13.0.1 in Linux Mint 13 64-bit.  I cannot set up my Zoho IMAP email in this client.  This is evidently a common problem as evidenced by these postings in the Thunderbird forum: thunderbird can't seem to "find the settings" I cannot configure it for my zoho.com email account I can not get ZOHO to configure. Any suggestions? The best T-bird seems to be able to do is to refer these users to the Zoho forum. I believe the instructions in the Zoho help wiki are correct, although

• Introducing an option to set comments to public by default

  Hello all, Greetings! We are pleased to announce that Desk's user preferences now brings an option to set a comment type as Public or Private by default. In addition to setting reply buttons as defaults, Agents or Admins can now choose to make their ticket

• Increase size of description editor when creating new ticket

  Please can you consider making the description editor in the create new ticket form a resizeable area as by default, it is very small and there appears to be no way to increase the size of it.

• Flutter Plugin Compatibility Issue: Unresolved Reference to FlutterPluginRegistry in zohodesk_portal_apikit

  I am integrating the zohodesk_portal_apikit Flutter plugin (version 2.2.1) into my Flutter project, but I am encountering a build error related to an unresolved reference to FlutterPluginRegistry in the file ZDPBaseActivityAwarePlugin.kt. Below is the

• I need my MFA number. I am trying to log into my CharmEhr. account and I can't get in. Everytime I try to sign in, it says to enter my MFA #. I don't have it.

  Need an MFA #

• CRM Plus Accounts and Products relationships

  Is there a way that an invoice that is paid, would add the products to the account record once it is delivered? I want to find an easy way that products will get added to the account record and assumed this would work. The benefit here would be that I

• "Super Admin Login as Another User" for Zoho One

  Dear Zoho One Team, We would like to request that the "Super Admin Login as Another User" feature be extended to Zoho One, allowing Super Admins to access user accounts across all Zoho One applications. We understand that this functionality is currently

• Workflow for Creator App

  I am new to coding but doing pretty good with internet searching and ChatGPT but I have hit a major roadblock. What I am trying to do is have a sub-form populated with data from a form based on selected variables. I know this is possible because a guy

• Subform dynamic fields on Edit, Load of Main form.

  Main Form: Time_Entry Sub Form (separate form): Time_Entries Time_Entries.Time_Entry_No is lookup to - Time_Entry.Time_Sheet_ID (auto number). I would like to disable some of the subform fields upon load (when edited) of the Time_Entry main form. What

• Find all forms/fields containing a lookup field related to a specific form

  Hi, I'm trying to find all forms and the specific lookup fields they contain that are related to my Contacts form. I need to be able to do this programmatically (I know how to find this information using the schema builder). I've pulled the metadata for

• Introducing the Eventbrite extension for Zoho CRM

  Hello Zoho CRM community, Are you struggling to keep your event registrations and attendance data organized across multiple platforms? Managing this information manually can be a frustrating and time-consuming task, and mistakes can easily occur, making

• Deactivate Zoho CRM for everyone

  We would like to deactivate Zoho CRM for everyone. How can we do that?

• Can I embed Zoho Project in Zoho CRM Record Detailed View

  Hello all, We use Zoho Projects a lot. The integration of Projects with Accounts and Deals only is great, but very limiting to our needs. Is it possible to either: add a project to related lists to custom modules - similar to how it is automatically added

• COMPLAINT : Sleeping & Useless Support Team. GMail is better then..

  [## 118256452 ##] License upgrade issues: As a reseller, I tried to upgrade 1 license for my customer. It shown error. Raised complaints via Email/Chat/Phone support. Its been more than a week, still keep asking damn questions and comfirmations on once

• Introducing the Reviews sub-module in Zoho Recruit

  Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

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