Error in Safari
I have embedded my spreadsheet on my web page its shows fine in google chrome and firefox but it gives and error in safari it reads "cookie is disabled in your browser. please enable the cookie [?] and reload this page" but cookies are enabled in my browser.
Is it possible to log text messages from iphone into Zoho CRM
My team is more and more utilizing text messaging to communicate with clients. Does Zoho have a solution for logging these text messages when clicking "Send Text Message" from the Zoho app. Much like when you call, you get prompted to log a call, can
How to import MBOX to Gmail?
In order to import or restore MBOX file backup Gmail account you can go for Advik MBOX to Gmail Import utility. This utility will import MBOX to Gmail or G Suite account without any configuration. This tool is considered as the most easiest and simplest process to perform email migration. Key Feature of this tool Import MBOX to Gmail in Bulk Maintain folder struture Retain Key elements Single Panel Interface 100% accuracy rate Download source : http://www.adviksoft.com/mbox/gmail.html
Default Country list suggestions on CRM is different then on Book; how do/did others address this?
So I already have a support ticket in for this and waiting for a response but figured I'd ask the community also to see if others experienced the same problems and/or how they went about addressing it because sometimes I feel like I'm going crazy with
Tip #31- Organize and manage devices like a pro with Zoho Assist’s Groups feature- 'Insider Insights'
Hello Zoho Assist Community! We’re excited to share some valuable tips and best practices to help you get the most out of Zoho Assist. This week, we’re focusing on how to enhance your unattended access sessions using the Groups feature. Imagine you’re
When to use Tickets instead of Tasks
Hi We have a discussion going on here that I'm hoping I can get your input on. The sales team need to interact with other parts of the business over the lifetime of a Deal. Such things as getting the solutions team to spec out the formal requirements
Adding Record(s) in Zoho Creator using a widget written in JS, HTML and CSS.
Hello Guys, I recently shared a good documentation with real code on how to add records to reports in Zoho creator using a widget built in JS, CSS and HTML You can check up the article on this link or https://medium.com/@simelj/adding-record-s-in-zoho-creator-using-a-widget-written-in-js-html-and-css-2a45ba2a9bd9
API Leave Balance
Hi there, I am looking to update the employee leave balance by using the API. Is anyone already managed this? Thank you Jean-Yves
Automatiser les tâches quotidiennes et accélérer le recrutement des meilleurs candidats
Il arrive que le recrutement donne l'impression d'être une tâche énorme. Et si vous pouviez le simplifier et vous concentrer sur ce qui compte vraiment : trouver et embaucher les meilleurs candidats ? Voici les workflows multiconditionnels de Zoho Recruit
Améliorer votre expérience de support client avec l'intégration de Zoho Assist et Zoho Desk
Optimiser le processus de support et augmenter la satisfaction des clients exigent des outils robustes qui fonctionnent de façon transparente. Zoho Assist et Zoho Desk sont deux solutions performantes de Zoho qui permettent de mettre en place un système
Limited System because of Limited Number of Fields for Car Dealership
Dear Zoho Support, we want to have all the information about a car inside of a car record. We want to have Zoho CRM as our single source of truth for our data, but the limited number of fields are not allowing that. The data consist of: technical data
defautl download link should be more clear if ARM of Intel is needed
My collegue was trying to download the desktop version of Zoho Mail and if kept failing to install. The file name just says Zoho_mail_1_6_3.pkg If you have 2 versions, first of all please add ARM in the file name. Also make the downlink options more clear.
Spam blocking domain using wildcard
It seems it's not possible to block spam domains using wildcards. i.e. block *.ru, or *.bar, but instead i need to enter each tedious sub-domain. This seems like a huge oversight. Zoho's built in spam catcher is terrible, and often filters legitimate
Streamline your sales process with the Kanban Board extension for Zoho CRM
Hello Zoho CRM Community, Are you looking for a streamlined way to manage your sales pipeline and enhance team collaboration? Introducing the Kanban Board for Zoho CRM extension! This powerful tool helps you visualize and manage your sales pipeline, tasks,
Tip #30- Simplify device management across multiple companies with Zoho Assist's Domains feature- 'Insider Insights'
Hello Zoho Assist Community! We love helping you get the most out of Zoho Assist by sharing valuable tips and best practices. This week, we're focusing on how to enhance your Unattended Access sessions using the Domains feature. Imagine you're managing
Tip #30- Simplify device management across multiple companies with Zoho Assist's Domains feature- 'Insider Insights'
Hello Zoho Assist Community! We love helping you get the most out of Zoho Assist by sharing valuable tips and best practices. This week, we're focusing on how to enhance your Unattended Access sessions using the Domains feature. Imagine you're managing
Social Media Simplified with Zoho Social: Bridge sales and social media marketing
Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. Posting
Bottom navigation bar
I'm losing money hand over fist because people think when they've reached the bottom of the first page of products that that's all I have. I tried putting instructions telling them go to back to the top and click the arrow on the navigation bar. I worked at Lotus Development (the creators of Lotus 123) for 10 years and I sent the page to my colleages from there as well as friends and relatives asking them if they thought http://GetThemToday.com/spfoods.html was usable or if people were going away
UK Meet Ups
Hi Zoho Are there any UK meet-ups planned for this year? Coming from Connectwise land, I'm used to some really useful and constructive local meet-ups hosted by the vendor with breakout sessions on different topics over time. They used to charge for some
How do I create a report for emails sent out
I want to create a report that shows the emails that were sent out to Leads. I see it can be done with Call but not with Emails. Any help? Thanks
Clickup Integration with Zoho CRM?
Hey! Looking for feedback from anyone that has used the "Clickup AppiWorks for Zoho CRM" integration via Zoho marketplace? Specifically I am trying to validate that we can create tasks in Zoho that then pass to Clickup, AND once the task is marked complete
Kaizen #151: Leveraging ZDK CLI with VCS to reuse components across different Zoho CRM orgs
Hello everyone! Welcome back! In this week's Kaizen Series post, we will explore how to leverage ZDK CLI (Zoho Development Kit CLI) with a VCS (Version Control System) to reuse components across different Zoho CRM orgs. Consider the scenario of a large
How can I make a field visible/unvisible
Hi I plan to expand my form with more information. But before I do this I need to know if it is possible to make fields visible/unvisible depending on selected values in other fields? BR Dennis Skouboe
Tip #29- Enhancing remote support with Locale Settings in Zoho Assist- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions with our Locale Settings feature. Say you
Adding resource reservation to Zoho CRM
Hi, I'd like to extend Zoho CRM functionality. Currently I hire 10 reps who call customers but sometimes they meet them in person in Home Office. We have only three rooms for meetings. Sometimes customer needs to wait because there is no room avialable. I'd like to extend Zoho CRM Calendar feature and add room reservation to CRM events. Other suggestions welcomed. Maybe someone will take existing app like i.e. "Resource Booking" from Zoho Marketplace and will add connection to Z CRM. It will work
Quick Wins #2 - How to Reorder Blueprint Transitions
Hi all Have you ever created a blueprint and noticed that the transition buttons on the record aren't in the order you want? Watch this video to learn a neat little trick to always get the buttons in the order you want. Reorder Blueprint Transitions — Watch Video If you have any questions about this or need help with setting up your blueprint please email us: zoho(at)s2s(dot)services We will be bring you a new Quick Win every Tuesday and Thursday. Stay turned for our next one!
Why Choose a Leather Shotgun Case for Your Firearm?
leather shotgun case When it comes to protecting your firearm, choosing the right case is crucial. A leather shotgun case stands out as a superior option, offering a blend of style, durability, and functionality that other materials simply can’t match.
CRM Hack #1: Advanced filters in CRM.
Hello Everyone! If you loved the Tips and Tricks and Automate over custom functions, you're going to love this one! As part of the Zoho community learning series, we're now launching the ''Hacks from the Support Desk'', where every once in a while, you'll
Batch Processing of Records in Zoho CRM Using Deluge
Hello everyone, I recently faced a challenge with bulk record creation in Zoho CRM, particularly when dealing with large numbers of records. Processing a significant volume of data all at once can lead to performance issues or even errors. To overcome
Kaizen #150 : Track and Monitor Activities in Zoho CRM using the Export Audit Log API
Hello all! Welcome back to another post in our Kaizen series. This post details how to back up and track history of actions, such as those performed on a module (example: Leads), track actions performed by specific CRM users, and filter entries within
Automated bill discounts
Although discounts are available on bills, it can be a bit of a chore filling this in on every bill. For those that use this feature a lot, a custom function to automate it is attached below .... ⦁ A custom field is required in contacts for the discount amount, as a percentage. ⦁ Enter the name you choose for this custom field here in the code below. ⦁ You also need to get or set up a discount account if chart of accounts & get the id for it. ⦁ Enter this id here in the code below. ⦁ Enter your organization
Zoho Developer Hangout (ZDH) - Episode 13 | Zoho CRM and Zoho Creator Integration
Hello everyone, Zoho CRM offers flexibility for businesses to tailor it precisely according to their unique requirements. However, even the best suits may need a few extra accessories. That's where Zoho Creator steps in. When integrated with Zoho CRM,
Integrating Phone System
Hi all, Our company has various Franchises around the UK. We are looking for a phone system where people can call and say for instance the first three characters of their postcode and be directed to the right Franchises, but one that also integrates with
Maak kennis met de baanbrekende functies van Zia in Zoho Projects
Ervaart u ook het bijhouden van deadlines, taakopdrachten en voortgangsupdates als een eindeloze strijd? U bent niet de enige. Projectmanagers worden overal geconfronteerd met deze hindernissen, die vaak leiden tot stress, vertragingen en inefficiëntie.
Marketer's Space: WhatsApp Marketing - The Basics
Hello marketers, Welcome to another post in Marketers Space. This week, we are kicking off a new series on WhatsApp marketing. We'll start with the basics in this post and dive deeper in the following weeks. What is WhatsApp Marketing? WhatsApp is the
Zoho Books Support
Dear Team, Zoho Books offers a demo before you purchase zoho books. But after that when he actually purchases the product he has to rely on toll free number or help documents. But this might get frustrated in the initial period. Specially in initial period.
Transactions not flowing into Books from Credit Card Bank
We've been having an issue with Books in that the credit card transactions have not been flowing into Books..and the few that do, go to the wrong credit card. I've been "working" with Zoho support for 3 months (!) and it's still not resolved. Has anyone
Sync not working on two devices
I have a Samsung phone and a Samsung tablet. Zoho Notebook isn't sucing across the two devices and actions marked as done on the phone are not updated - does not sync - across to the tablet and vice versa. This is getting frustrating and Zoho tech doesn't
Tip #28- Fine-tune support sessions with Zoho Assist's Diagnostic Tools- 'Insider Insights'
Hello Zoho Assist Community! We love helping you make the most of Zoho Assist by sharing valuable tips and best practices. This week, we’re focusing on enhancing the effectiveness of your remote support sessions. As a super admin, you have the ability
Tighter integration of the zoho wiki with zoho projects
Hello, Congratulations on a great product ! I'm part of a small software startup, which does cross platform client and server development. We've been evaluating project management software that is "low touch" (translation- NOT MS project :).. And have looked at various web based web 2.0 services so far - (Active collab, basecamp, celoxis, to name a few). You're definitely on the short list of vendors for our ongoing needs. There is one thing that I haven't been able to do using your very nice UI,
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