Add multiple email messages with one click with Outlook plugin
Hello, I use the "Add email" feature in the Outlook plugin a lot and the current procedure is very time consuming. First you have to select the email, then click "Add email", then wait for several seconds while the plugin is thinking. Other CRMs have
Zeichen in Telefonfeld "()" und "-"
Wie wir nun erfahren haben, sind die Klammern und der Bindestrich keine zulässigen Zeichen in Zoho CRM Telefonfeld!? Das internationale Telefonformat (kanonisch): +49 (511) 92889-0 Aufgefallen ist es uns, dass in Zoho Books eine Straße bei einem Kunden
Auto Pilot Code to be used in Plugs Card
Hi, Anyone have a complete running Auto Pilot Code to be used in Plugs Card? Need to add a rewritable Context in the code so that everytime a question is ask from the Auto Pilot, it will log the question and will be used in the Criteria Card. Thanks
"An error occurred while attaching the file to CRM." - Error syncing a PDF to Zoho CRM.
So we have a Zoho form that syncs into Zoho CRM to create a record. For compliance purposes, we also need to sync the whole form (as a PDF). For the most part, this works fine. However, recently, we discovered that one of our forms occasionally runs into
Change Email-Adress
I would like to change the e-mail address of my account, because the current E-Mail is unsafe. How is this possible? Thx
Emails sent from Campaigns look great everywhere except Microsoft Outlook
It's frustrating how our emails, crafted with care and attention to detail, lose their charm when viewed through Outlook.
Migrating to C6 - Old Sharing
I want to migrate to Creator 6 but it says I'm ineligible. I've narrowed the reason down to: Old sharing "Some of the applications in your account uses old sharing (C4) which cannot be migrated to the new sharing. Migration of these old sharing into the
Tip #7 : Integrating online forms with Zoho Subscriptions
Hello everyone, We have been sharing a tip every week to address specific business scenarios which can be implemented for your subscription business. Last week, we shared a tip about accessing external URLs from Zoho Subscriptions. This week, we will be looking at how you can integrate online forms with Zoho Subscriptions. Business Scenario: In many subscription box businesses, their primary need is to personalize the subscription box according to their customer's preferences. In such cases, businesses
Custom Fields Limit in Zoho Subscriptions
Hello, how many custom fields can be used in Zoho Subscriptions? What is the custom fields limit of each type (Lookup field etc.)? Thanks, Michael
Bulk APIs - Page 2 result says more_records: 'true' when I have only less than 2,10,000 records
We are using bulk apis to get data from Zoho Recruit. We have recently crossed 200,000 records and hence bulk read API needs to be added for page: 2 post page: 1 results according to below documentation. https://www.zoho.com/recruit/developer-guide/apiv2/bulk-read/job-details.html
Connecting A Instagram Account to Zoho Social
Is there any way to connect an Instagram account without going through Facebook? My client hasn't got their Instagram connected to their Facebook page and cant connect it as they don't own the Facebook page, it was created for them by somebody else and they are having problems getting ownership of the Facebook page. Thanks in advance
Can I remove the 'Powered by Zoho Subscriptions' from my embedded Hosted Page?
I have embedded a Hosted Page from Zoho Subscriptions with an IFrame on a website. I am wondering if it is possible to remove the 'Powered by Zoho Subscriptions' from the footer of that hosted page? Thank you!
Leads \ Contacts on Map on Desktop - Similar to App feature
Hello, Is there a way to see all the leads \ contacts on Google Maps when working from the desktop \ web browser version of Zoho CRM? Thanks,
Request user data via Deluge - Input field (no form)
Hi, for instance it is possible via blueprint at Desk, even w/o Deluge, to ask the user for data, let's "Enter SerialNr". Is it possible to request data from user in Creator via an input field, which is not generated with a form, instead directly into
Unable to invite to Member Portal
Unable to invite to Member Portal. See screenshot
How to lock the deal Stage at creation (Wizard)?
I'm trying to lock the "Stage" field to a certain value so that when the users create a new Deal, they cannot modify the Stage. I've set up a Client Script, and it works when the Deal is created normally. The problem is, most users use a Wizard to create
Item Groups
Hi, I was looking for a couple of features for item groups? Is there some way to add custom fields to item groups, like you can items? Also is it possible to add just one photo for the entire item group? Last, is it possible to view a sales report of items by group?
Send later option is now supported in the latest version of the Zoho Mail Android app
Hello, In the latest version of the Zoho Mail mobile app(v2.6), we have brought in support for an option to schedule emails from within the app. You can access the 'Send Later' option by clicking the three dots (ellipsis icon) at the top right corner
Mailchimp Sync to CRM
Hi, After having numerous issues with Zoho Campaigns and going backwards and forwards with support and getting no where, during this time we have been exploring Mailchimp as an alternative option and we have found we are not getting the issues that we
Subscription Update
If I change or update a plan, will the associated subscription gets updated automatically?
Is it possible to know the user's group in new api v4
Hi, since the new api version we can query the groups. Is there a way to know which user is in which group? Thanks
File Size
Hi, we have created a course which requires people to upload videos, however it keeps saying their file is too big. What is the maximum size please?
Tiny Tip Tuesday #57
Last month, we saw how to use the quota feature to limit survey responses based on certain criteria and gather reliable insights. When using this feature, a respondent's session ends abruptly upon meeting the mentioned criteria. To handle this better,
Send notification to Zoho Cliq when submitting a form in Zoho Creator
Did you know that you could send a notification to your Cliq after submitting a form in Creator? After creating your application and designing your form, follow these steps : a. Creating a workflow: 1. Go to your application. 2. Go to the Workflow tab
Where do I set up Working hours
In other Zoho Tools, I can configure the working hours. Where do I set up this in Cliq or how would I get them from the other tools automatically?
project location / maps?
is there a way to set the location for a project? as in an address that can be displayed or showed in google/apple maps?
How can we produce a lead conversion ratio report?
We would like to know the ratio of converted leads to acquired leads for each of our sales team members... Is there a standard report for this? If not, what field/attribute combination do I use to identify converted vs. leads with other status?
Custom message notification alert
Hi ZOHO Team, I am looking for a way to send a notification/alert to ZOHO CRM from my ZOHO CRM extension. Can you please confirm/help if I can send a custom message notification/alert to ZOHO CRM. Please share if there is any document for this?
Possible Bug - Charts not updating?
Hi Team, New to using the CRM in Zoho One. I experienced the Deals Insights 'Amount by Stage' displaying old data. I refreshed the page and the data was still the same. Connected to Support chat and they took a look. There is an individual refresh icon
Searching for items when creating order, Po's, invoices and bills
The search function when looking up items is very good. I can pretty much find anything I want using bit of a name, part number etc. Yet the search function in invoices is very limited e.g to look up Industrial paint black you can only find it if you
Zoho CRM for Service-based business
There are a plethora of CRM options for you to choose from today, but a dedicated CRM that fits your industry and meets your needs is important to solve your business challenges. Zoho CRM has all the capabilities for service-based businesses, plus more.
Zoho CRM for Serviced based business
Looking to make the leap to zoho. I am very pleased with the features and flexability of the CRM application. However, because we are primarly serviced based company, we do not hold inventory nor do we always sell a physical product. This would require the ability to provide unique line items by discription in the quotes and invoice. similar to what is possible in zoho invoice. and many stand-alone invoice software. Is there any plans in the near future to have the ability to disable the link between products and
Email Campaigns: Sending to Incorrect Leads
For a couple of months, when sending out email campaigns, some of our leads are receiving multiple campaigns when they should only receive one. The system does not seem to be reading the Sales Pipeline from our CRM and therefore not reading the Segments
複数サービスある場合の見込み客の担当者管理方法
お世話になっております。弊社2サービス展開しており、一つの見込み客に対しサービスごとに見込み客の担当者及び見込み客ステータスを分けて管理できればより効率的に使えそうなのですがそういった運用は可能でしょうか。
How to set up our own domain to send out mails by Zoho Cliq
Cliq is sending mails from your domain, which by experience will get spammend. Where can I configure our domain? Thanks
Ability to split pdf's from the workdrive
I want to have the ability to split pdf's from the workdrive. Is this possible?
CRM : Gérez et fusionnez les doublons
Pour vos équipes marketing et vente, la génération et la gestion de leads sont sans conteste au cœur des stratégies déployées. Et si vous générez des leads depuis un certain temps, vous avez probablement rencontré un problème courant : la duplication
Zoho Forms Embed vs Zoho Forms Plugin
I have a wordpress website and use some forms embedded in the site. I need a few more but see that there is also a zoho forms plugin for wordpress. Is there any difference or advantage to using the plug in our should I just embed any form that I need.
Create Chart of Account in Bulk
Hello! I have a requirement to create multiple Chart of Accounts at time (For example: when I add a new employee) If there is an option similar to Bulk Add Expense with Clone, it will be a great help, otherwise I find it very time consuming activity.
How to get Zoho Voice Calls to appear in the CRM Calls Module
I'm dialing numbers directly from the Zoho CRM using the Zoho Voice Chrome extension, but those calls are not logged under the contact or under the Calls Module. How can I fix that?
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