Webhooks are not firing on Job Opening Create or Edit event
Im trying to set up webhook workflow for Jon Openings and my config is: 1) Execute this workflow during a Record Action. Create or Edit 2) This rule will be executed for all records. 3) Instant Actions. Webhooks. Job Openings Created/Updated. And when
Billable expenses
I have a number of operating expenses which are billable to my client. When inputting these I marked them as billable and subsequently raised and invoice which has now been paid. When initially inputting the expenses they were paid through the petty cash
Zoho mail app reply function failing
Starting a few weeks ago, when I try to reply to emails using the zoho mail app I get multiple problems. If I reply all it will completely delete all of the previous email. If I just reply to one person it adds a bunch of vertical hash marks and deletes
Zoho Campaigns Sender Address
Hello, I have a 10 limit Sender Address in zoho Campaigns, can we increase it? Regards
Twice a month backup in fact may not work, and you will never know
Zoho CRM data backup can be configured for "Twice a month". As a user, you expect that your important data is backup twice a month. In fact NO. Zoho will execute your backup every two weeks BUT if a certain month you are unfortunate to have a third backup,
Creating a meeting in a different timezone
Hello. I'm about to give up with a serious problem I have with Zoho, but I thought I would ask one more time. The problem is related to timezones and the fact that datetime fields in Zoho have an implied timezone, that of the user, and there is no way
Private link with parameters
Hi, Is it possible to create a private link with parameters in it? Here is an example: http://creator.zoho.com/zchelp/employee-manager/form-perma/Employee/Employee_ID=1234 The above link will require login information, I want the same link that can be accessed without login info. Thanks! Vishal Verma
Copy or duplicate application - not working with New Application Builder
I cannot copy or duplicate an application. I have been able to do this in the past and it has been a quick an easy way to share application logic between team members. It use to work by clicking on "Copy Application" under Options menu. Has this changed ? Is it broken by the New Application Builder?
Logging calls an other types of activities in Zoho CRM
Hi, I have a couple of questions related to the "activities" section (appearing at the lead, contact and potential level) of Zoho CRM: - Why when logging calls from the potential detail screen they don't appear in the same screen's "Closed Activities",
Light agents and extensions?
Is there a way to grant light agents access to an extension? We created one that provides summary information on an account and contact, which a light agent has access to but it seems like they don't have any access to Extensions.
How to log customer visits in CRM
Hi all, Our Business requires us to visit contacts / customers at their office regularly, to get purchase order from them. The orders are usually yearly, but we have to chase them regularly through out the year. I wanted to know: 1) How can we record in the CRM, each time our Sales Executive has visited the customer / prospect and the discussions he has had with them. 2) How can we schedule his next visit / Call 3) How can we run report to show customers not visited in last x no. of days 4) How
Finding contact via email not working
Do you still offer support for the Zohobooks API? Or is it now an old un-supported software? Just asking, because there seems to be some conflicts in your API docs. According to https://www.zoho.com/books/api/v3/contacts/#list-contacts you should be able
Data migration
I want to move my crm from salesforce to zoho and i wanted to import emails data and chats from salesforce to zoho CRM. is there any way i can do this
Adding Multi-Lookup references in Deluge
How do I assign new multi-Lookup references using Deluge? I have a multi-lookup field in Deals that looks up multiple Accounts (which I've renamed as Entities). I need to be able to assign multiple Entities to a deal in a via Deluge, but I cannot find
POP Access blocked.
Dear Friends, My Zoho mail account POP is blocked. I don't know why this showing back to back even if I unblock many times but this time stuck to unblock. Kindly suggest any solution to resolve this issue.
Darstellungsproblem in der One-Oberfläche beim Branding
Immer wieder gibt es Unterscheide in der Oberfläche von Books in der Zoho One und Zoho Books. Der Zoho One Anwender denkt, man müsse das Icon ersetzen, aber wohl vorhanden, wie man in der Books-Oberfläche sieht.
Resuming hard bounced emails
I would like to reactivate an email address in ZohoCampaign that has become a hard bounce. The email address is our own email address and the domain is also our own. The reason for the non-delivery is "Permanent failure :bad-mailbox", but I can send and
No puedo ingresar a un correo empresarial
Cree hace tiempo un correo empresarial para un dominio, después usaron Gmail y ahora quieren volver a Zoho y no tengo la clave para crear los correos. Si creo una cuenta nueva, me dice que el dominio ya existe, pero no puedo ingresar. Me ayudan por
Series of dates
Hi Im looking at setting up a series of dates to be inputted into a subform. essentially I will have a start date, total months and a payment amount e.g 01/02/2023 12 months and £35.00 I would like to automate this series of dates and have them listed
Auto Updating Sub form based on a Lookup input that is not in the sub form
Hi Guys, I need some assistance. I have two forms: 01. A purchase request form that has a subform with details of items being requested for. The form also creates a unique number for each submission (the PR_Code). 02. A Purchase Order form that has a
Phenomenon of no longer receiving emails during the approval process
Thank you for your assistance. When an applicant made a request for approval, he/she used to receive an email like the one in the attached image to the account assigned to the approver in the approval process. However, we stopped receiving that email
SPF Record Verification Failure - Zoho Books
Hi, we are trying to verify our domains on Zoho Books. I have the SPF records in there just as they are presented in the instructions, but it says it's not found. It has been about 36 hours since updating the DNS, and it still is not finding the record.
workflow does not trigger
Hi, I have a workflow that creates some activities if the status, ("Huidige Status"), is set to "1. Actief". When I manualy change the status to 1. Actief the workflow does get triggered, but now I am writing a function that should change the status to
Close Projects ticket when the linked desk ticket gets closed
Hello everyone, Here is what I would like to accomplish: I have enabled Projects Integration within Zoho Desk. When I connect the Desk ticket to a Projects ticket and close the Zoho ticket, only a comment is passed to Projects. In the Projects ticket,
Assign Contact to Custom Module Entry
Hey ;) I want to assign a contact automatically to our custom module. The entry in the custom module will be created through a woocommerce order. This is working fine... But after the new entry is created, I want to assign the contact name based on the
Zoho Cliq remote check-in technical difficulty? (as of feb 01, 2023
Hello. As of feb 01, 2023 the Zoho Cliq remote check-in is not functioning. We are getting a "techincal error" message. Is anyone else experiencing this? I have attached a screen shot The issue is affecting both mobile app and windows desktop app (v
Sending Lead Automatic Email After Lead Status Changed
Is there a way to automatically send an email to a lead after their lead status has been updated?
Can't remove the rewards widget once added to Commerce
Hello, Evidently, it seems that Thrive can't remove the Rewards widget once it's been added in Commerce. For the time being, in case anyone else is having the same problem, the following Javascript code in the footer on your Commerce site should disable
Unable to see messages, only see a white empty screen
Hi. I have a problem with the Cliq app on Windows 10. At random times my normal screen with the Channels and Contacts on the left and open conversations in the main window etc disappear and I am left with an empty white screen. The only thing visible is the File, Edit, View, Window, Help menu headers at the top left. Clicking anywhere on the screen doesn't return the standard view. So far I have found that using the Windows minimise/maximise buttons (top right) or even resizing the window by dragging
SMS integration into ZohoCRM
I have been using SMS-Magic for the past year, but in the recent 6 weeks it has become unreliable. I am getting many SMSs that fail delivery. What SMS integration service are you using from within ZohoCRM?
Skyrocket your productivity in Zoho Writer by uncovering these hidden gems: Sign up for this webinar now!
Hello Workplace users, Zoho Writer opens up new ways of creating content in a cloud based environment. There are a lot of hidden nifty features to make sure there is less friction while penning down and your thoughts and they can flow freely. Join our
Accessing Stage History in CRM Analytics
I'm looking to figure out the activity or change in Stage for each Potential on a daily/monthly basis. I can see that Stage History is being captured. How do I access this in a report or in CRM Analytics?
Zoho Projects = Shortcut = Collapse/Expand all Tasklists
Hello, Would be really helpful and handy to have a shortcut for Collapse/Close or Open/Expand all Tasklists. Can this be added to the existing shortcuts? Best regards, Yannic
Domain already exists
Hey, I tried to add my domain but its showing as Domain already exists. Please release if it has already been associated with Zoho, I am the real owner of that domain.
Join tables using date column
Hi, I understand lookups using the date column is not currently supported. The reason for my request is to join a Transaction fact table to a Time dimension table using the date column. The work around I can think of would be to use a Time Key which is an integer made up of the date (e.g. 13 December 2012 would be 20121213) and ensure that the dates in the Transaction fact have the Time Key value rather than the actual date value. However, this is additional work which could be overcome by providing
Assessment
It would be great if candidates could upload a file with the assessment form.
Tracking customer purchase history
Here's my situation: I sell courses and coaching. I have a mix of business clients and private individual clients. I sell my products at different price points depending on whether there's a launch discount, whether they're part of a bundle, or simply
BIlling time per 15 minutes
Hi all, We use Zoho Desk for logging tickets from customers. We normally bill our customers per 15 minute slots. So if a customer logs a ticket and we solve in in, let's say, 9 minutes, we bill 15 minutes. If we solve a ticket in 23 minutes, we bill 30
Scatter graph when x-axis is time becomes a line graph/chart
The difference between a scatter graph and a line graph is that the x-axis should be mathematical. Ie if the X data points are 1,2,4 , the '4' should be 2 intervals away from the '2'. On a line graph, they would be next to each other and equidistant to
Change our Zoho Email
Hi Zoho Desk Support. I would like to raise a question regarding our current Zoho Desk email. Current: support@xxxx.zohodesk.com What we want to use: support@yyyyyy.zohodesk.com Can we update it without deleting all our current tickets (open, closed,
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