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• Sticky Posts

• GDPR - Continuación - Manejo de las solicitudes de los interesados cuyos datos se recopilan y descripción de más preferencias sobre el cumplimiento del GDPR en Zoho CRM

  ¡Hola! Esto es la continuación de nuestra publicación anterior. Ahora veremos algunas características más sobre GDPR en Zoho CRM. Manejo de la solicitudes de los interesados cuyos datos se recopilan Los interesados pueden ejercer sus derechos a través del portal o mediante correo electrónico y llamadas telefónicas. Ahora puede supervisar las solicitudes de los interesados cuyos datos se recopilan y gestionarlas de forma puntual desde dentro de Zoho CRM. Vaya a la pestaña Privacidad de datos en la

• Recent Topics

• Zoho desk Spam Folder

  Dear Zoho Support Team, We are experiencing an issue with Zoho Desk, where all emails sent to our customers are being marked as spam. As a result, they are not receiving notifications for new ticket replies. Please assist us in resolving this issue.

• Possible to filter out contacts that hasn't opened emails in Cadence?

  We use Cadences in various outreach - is it possible in analytics or reports to filter out the contacts that have not opened their emails?

• Fields are missed from lead generation

  Based on the following article, there should be options like "Push leads from all leads forms to Zoho CRM" or "Like my ad" or "Comment on my ad" in the Lead generation menu in my Zoho social, but they are not. Other options are available though. htt

• How Can Zoho Help Me Track My Driving Distance and Improve My Routes?

  I’ve been using Zoho for a while now, and it’s been great for managing my business tasks. However, I’ve been looking for a way to track my driving habits within Zoho. I’m a regular commuter, and managing my time and routes efficiently is really important

• Important: Zoho Campaigns updates on features and functions

  Note: Based on our users' and partners' feedback for the below post, we have reverted all the changes mentioned here. We sincerely apologize for any inconvenience caused. Please read this post to understand our goal behind these changes and what's our

• Automatically Open an On-hold Ticket at Prescribed/Scheduled/Delayed Time/Date

  We have tickets that require followup depending on the situation. Is there a way to change an open ticket status to an on-hold status and assign a date/time that the ticket will set its status back to open? My use case is scheduling. We schedule work,

• Zoho CRM Roles to Zoho Desk

  I have created my role hierarchy in Zoho CRM, Can i import/sync those roles from CRM to Desk or should i create role hierarchy again in Desk?

• Audio transcript not working in Zoho notebook

  Greetings all! I'm enjoying the Zoho notebook as I tested out over other notebook applications. I would really love the audio transcripts to work as that would save us a lot of time so that we can utilize the notes from an audio recording. Currently when

• Calculating HMAC-SHA256 Hash Value for Webhook

  I cannot figure out how to accurately calculate the HMAC-SHA256 hash for a webhook. Here's the documentation I'm attempting to follow. https://www.zoho.com/in/expense/help/automation/webhooks/#validate-webhook I created a VERY simple "Raw JSON" payload

• How to make the Reprots field default to be empty when entering a new expense or remove it completely

  Currently the Reports field is defaulting to a specific report when entering a new expense. I would like that field to default to empty or remove it completely. That way the user can select the expenses to move to the report later.

• Zoho Billing Retrieve API issue

  I've been using the api below and suddenly I got error message as html since today. const customer_res = await axios.get( `https://www.zohoapis.com/billing/v1/customers?display_name=${account_name}`, { headers: { Authorization: `Zoho-oauthtoken ${accessToken}`,

• Decrypting Secrets Returned by Zoho Vault API

  Hello, I've been able to follow the documentation here: Zoho Vault | API Reference and successfully call the GET_LOGIN operation with my token. I get back a response containing/similar to this: "name": "GET_LOGIN", "details": { "PASSPHRASE": "xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxABCDEFG==",

• SPF verification

  Hello, I need help with spf domain verification. My provider accept text record but in zoho, it doesn't work. It return error.

• zoho notebook freezes alot

  i was happy that I have found a replacement for Evernote when i discovered zoho a week ago, but now things are falling apart. The notes freezes alot. I've not been able to do anything with zoho since yesterday. I use android. Any help? Or should migrate

• Use Zoho account with phpmailer

  Hello everyone. I am using phpmailer to send emails. In Gmail it works for me, but in Zoho I give me mistakes. In Zoho, I have activated 2 step authentication and created an app, as well as Hize in Gmail. Thanks in advance. The code I use for Gmail is

• Bought a domain and cant find where to configure the DNS settings to external site

  I bought a domain with Zoho and setup mail with it. But I want to forward that domain to another website? When I owned a domain with Google and with GoDaddy this was an easy thing to do. I can't even find anywhere to access my domains settings with

• Searching for Zoho CRM newbies or users who ...

  I'm looking for people who, like me, want to get started with Zoho CRM and use it better. For mutual motivation. Am I in the right place? Or are there other, more suitable Zoho groups for this?

• Wildcard / Regex in Filters

  Hi, I'm getting a lot of spam with recurring substrings in words but not recurring words. I need an email filter of the type "*xyz" where * means any characters, so it would trigger on both "abcxyz" but also "lojasdbgfgxyz" How can I do this? What wild

• cant receive emails pls help

  Hello. I can send emails but cannot receive them from 8 hours ago. Please, I need your help to fix it! My domain is MADE4YOUCOSTORE.COM Regards

• How do you select/display the Speaker that will be the chair/moderator of a Session?

  I could very well be missing something but I can't see an option for displaying the Speaker that will be chairing/moderating a Session There doesn’t appear to be an option for this in the available Session fields I can can’t find anywhere that would allow

• Issue with Pushing Invoices to Fatoora Portal in ZOHO

  Hello, I am experiencing an issue when marking invoices as "Push to Fatoora Portal" in ZOHO. Some invoices remain in draft status, with the Push Status showing as "Push Initiated." Ideally, once successfully pushed, a QR code should be generated. However,

• INVOICE NOT RECEIVED

  I NEED INVOICE FOR PAYMENT FOR ZOHO SUBSCRIPTION URGENTLY

• How to block a WhatsApp user for sending spam

  Is there a way to block those whatsapp users that just come to play and annoy our service, they also spam us. We have a waba service with sales iq

• ENBD Business Bank Integration

  Dear Zoho Team, Curently Zoho only Support Personal Bank account Integration for ENBD Bank UAE. We are looking for a Update in ENBD Business bank account Integration as early as possible. Regards Tom Jose

• Is there a way to immediately deny submissions on Zoho Forms?

  Hello, I'm working on a lead interest form for a healthcare provider. We offer telehealth services, but we are not able to operate in all U.S. States. I would like a way to immediately deny submissions on Zoho Forms, so that they don't have to go through

• Linking a Zoho Projects Task to a Zoho Desk Task via API

  Linking a Zoho Projects Task to a Zoho Desk Task via API Hey everyone, I want to create a task in Zoho Desk from Zoho Projects. We use Zoho Desk Tasks for workload distribution. As an IT service provider, we handle tasks generated from support tickets

• reports

  i want to see branch wise sales report accordingly how to customize it can you please give me a demo accordingly

• Quote printing

  The CRM software is relly amazing. It's just what we need to grow with...EXCEPT...for one big thing. Printing out quotes needs work. When I try to put a signature line at the bottom of the Terms, it prints as a bunch of quote markes. ("). When I have ZOHO make a PDF, it looks bad. I tried the Print Preview, and it looked much better, but to print it, I have to go into Print Preview and turn off the header & footer or else the URL info shows up. As robust as CRM is, it can't be that hard to fix the

• Chromium: On open Writer document , Aw Snap

  Opening Writer document does not work in Chromium browser. On open any document, it appears for the moment, then disappear with Aw Snap! Something went wrong displaying this message. Error code: RESULT_CODE_KILLED_BAD_MESSAGE Chromium: Version 136.0.7065.0

• Recurring Split Expenses

  Some of my most common recurring expenses need to be split between accounts. An example is individual HSA (health savings account) contributions. Every week, a separate transaction for each employee is made that transfers a set amount into their individual

• Approval workflow for employee profile form

  Hi, i have a requirement that whenever employee updates certain fields in profile, it should go for HR approval   Specifically, I need to setup below   1. Approval should be triggered only if certain fields are changed. For eg. marital status, education details and address 2. New changes should be reflected only if those are approved by HR... if rejected, changes should not be updated in employee profile 3. Option to attach supporting documents for these changes while submitting for approval 4. Approving

• Multiple domains,

  Hi I have two domains set in one account on Zoho. One is primary domain and the other is alias. Can I switch these so that alias domain become primary domain? If I make my Alias domain to Primary, will I be able to send and receive emails using this

• Prevent invalid entries in forms using Form Field Validations

  Greetings, Forms are crucial for collecting customer information, but inaccurate or improperly formatted submissions can disrupt your business operations. Imagine a phone number entered as random text, an email address missing its domain, or a date field

• Kaizen #181 - Mandating Subform Data for Blueprint Transitions using Widget

  Hello Developers! Welcome back to another week of Kaizen! This time, we are tackling a common challenge on how to enforce subform data from a different module before allowing a blueprint transition in Zoho CRM Deals module. Many CRM workflows require

• Bad change: Zoho Notebook Android app requiring Google Play Store login

  I have been a Zoho user for a decade or so, and a One subscriber for several years. There are always areas for improvement, but on the whole, I've been quite happy with it. A big part of my choice to go wtih Zoho is that I value data privacy, and try

• Add Facebook Pages Triggers and Actions in Zoho Flow

  Hi, We would like to request an enhancement in Zoho Flow to support Facebook Pages triggers and actions. Why Facebook Pages Integration is Important Facebook remains one of the most significant social media platforms for businesses, offering powerful

• Deal Updated by Workflow Rule/Automated Function does NOT Trigger Zoho FLOW!!

  We have multiple Flows setup that are triggered by "Updated Deal" in Zoho CRM. These have worked great. Recently, in Zoho CRM, we set up a workflow rule to update a field based on date/time field. NOW, when the workflow rule triggers and automatically updates a field in Zoho Deals, that does NOT trigger to Zoho Flow. This needs to be fixed! The reason we set this automated function within the workflow rule to update a field is so that could trigger a specific flow within Zoho Flow to do stuff. But

• Réactivation du compte

  Bonjour, Suite à un problème de dysfonctionnement sur mon note book ZOHO dû peut-être à une réinitialisation du smartphone, j’ai pensé avoir peut-être téléchargé un mauvais note book et j’ai téléchargé le CRM et me suis aperçue de suite qu’il ne correspondait

• Trying to add Products from Accounts subform

  Hi, I have the following script to to add separate Products from a subform in an Account record. There is data in the subform, but I keep getting the error "No records were added". Please advise. string related_list.relateBuyerCriteria(String accountId)

• Richer search experience in CRM with precise results, followup actions, and AskZia

  [Updated on 25 July 2024] This enhancement was in early access. Now, we've started enabling it in a phased manner for customers. It is now available for customers in AU, JP, and CN DCs who are using Enterprise edition or below. [Updated on 10 Dec 2024]

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