SSO for Zoho Survey
I'd like to connect a Zoho survey with an identity provider to restrict survey visibility and access as such. the idea is that I want restrict access only to my registered users; the exact idea would be to run the end user through OAuth flow before they
Which variable to use to dynamically redirect survey respondent upon completion
Hi there. I am using another platform (Recollective) to send out a Zoho survey, and need to dynamically redirect respondents back to the platform upon completion, such that their response is logged as being completed as an activity. I am following these
Zoho Survey's export is great. What about import?
It would save a ton of time to be able to create surveys via import, especially given that images can only be uploaded one at a time. Please add the functionality to create surveys via import, or hey, bulk import of images to add to surveys would be great
Insert to From not working
Hello everyone, So I wrote this code below. However, it is not inserting the date into my new form. I have four forms with customer data, and I need to insert specific data from each form into my new form. Thank you in advance; Annette void AuditBillingsheet.createUpdateSheet(string
Tags Column: Show as Many Tags as Will Fit
For some reason, when looking at the main list of projects, only the first 2 tags are visible. Doesn't matter how wide you make the column, you only see the first two and a "+X" where X is however many more exist. Would be great if as many tags as will
Share a Sheet template
Hi I would have create a spreadsheet which I would like my organization to be able to access. I have added it to the Org Templates. However when a user goes to "New from Template". Choose "Org Template" Then clikc "Use" on the template, nothing happens.
Passing Joomla user login information to SalesIQ
I would like to pass our clients details to SalesIQ as soon as they log into our Joomla website. Has anyone here done this before and can instruct me on the best way to achieve this. Best regards, Joe
Auto-reply for Group Mail
How do we create auto reply for a group email? we need auto-reply for out of office, for a group. For specific user it's easy, we can't find how do we do it for a group
Zapier New/Update Module Entry Sends Duplicate Webhooks
I have an integration of Zoho with Zapier using the New/Updated Module Entry Trigger. Every time the trigger launches it creates two duplicate Zaps. I spoke to Zapier and they told me it is a know issue and it is on Zoho side. The Zoho API is triggering
Wat is er nieuw in Zoho Desk 2023
Beste Community leden, Hoeveel je ook van je klanten en je werk houdt, als klantenservice medewerker zul je zeker een aantal zware dagen tegenkomen. We hebben het dan over de dagen dat je een paar keer op de snooze-knop drukt, koffie morst op je favoriete
ZohoCRM Campaigns not in ZohoCRM mobile app
I was in the field yesterday and I tried to see a list of Leads in a ZohoCRM Campaign. Imagine my shock when I realized that the ZohoCRM mobile app does not have the ZohoCRM Campaigns module. Please fix this. I should not have to wait till I'm at my desk
Zoho Analytics | Quarterly Newsletter | Q4 2022
Hello Everyone! Check out the Zoho Analytics - Q4 Quarterly Newsletter! Do let us know your thoughts and feedback. Best, Team Zoho Analytics November 2022 Zoho Analytics Newsletter Our top stories Zoho Analytics rated an overall leader for BI by Dresner
How to get custom field values from CRM to show up in a Campaign's workflow?
Hello, I have recently created a new custom field in the contact section of Zoho CRM. Now, I would like to use the values in this field when creating a workflow in Zoho Campaigns. However, when I go to use the update field option in one of my workflows(in
What's new (October & November)
Hi there, Cliq is an ever growing application and we strive to make it better everyday. Here's a set of new features and enhancements that went live in the months of October and November 2022.. Take a look at it to stay up to date on what's new from our
Zoho Desk: 2023 Feature Release
Unveiling features that take customer support experiences to the next level Every year, Zoho Desk brings you a collection of new features that make customer support a seamless and highly customized experience. After a brief hiatus, we are back with features
Zoho Desk: 2023 Feature Release - Extending self-service experience and omni-channel abilities
Empowering customers to find solutions on their own Introducing Guided Conversation (GC), an intuitive and conversational self-service platform to meet business and customer needs with greater efficiency. The platform encourages customers to chat with
Zoho Desk: 2023 Feature Release - All New Zoho Desk with accessibility controls and exciting new features and enhancements
Redefining customer service experiences I. New Generation Zoho Desk The Zoho Desk UI has been enhanced with a more engaging, intuitive, and user-friendly interface. The new design adheres to an advanced unified component library and follows standard design
Sender Domain Name Authentication
Hey, I need help to kick off my Campaign. In order to do the sender authentication, I find that TXT records have to be added for every contact. Since I have 500 contacts, I have to authenticate 5x100 times the contacts, since 5 email IDs only can be written
Todas las novedades de Zoho Desk
Un Nuevo Zoho Desk ¡Hola comunidad! Novedades en Zoho Desk 2022 Como agente de atención al cliente, por mucho que ames a tus clientes y tu trabajo, es probable que te encuentres con días difíciles. Nos referimos a los días en los que pulsas el botón
Uploading folders form your local drives - New folder Vs Drag'n'Drop
Not sure if anyone else has noticed but the ability to add a folder (with its inherited sub folders) works differently depending on whether you choose the 'New | Upload Folder' option in the top menu or whether you drag your parent folder from your Windows
How can I link three different multi-response fields in the CRM?
Context: I am in a not-for-profit and have adapted the CRM for our needs (needs further refinement). We offer a knowledge mobilization support and consultation service for researchers. This service includes multiple options for the research team to choose
Spotlight series #11: Work on your slides from any location—even if you're offline!
Hello everyone! The feature in the spotlight this month is "creating and accessing your presentations offline." Consider this: You are travelling for a last-minute business meeting and need to add the final touches to your slide deck on the plane. Or,
Tracking non-billable time that isn't customer specific
We use Zoho Books and Zoho People for our consulting firm. Our consultants bill 85% or more of their time to clients and we have projects and tasks setup in Books for that. What we need is a place to track time for things that are not client specific,
3 tips to plan your post-holiday email campaigns with workflows
Holiday seasons are indeed a great time for businesses to connect and engage better with their contacts. However, it's essential for an email marketer to put on their creative hat again to send out a post- holiday email campaign. Why post-holiday email
Deluge Code to Convert Quotes to Sales Order
Hello community, I need a Deluge code to convert (not create a new one, but convert) a Quote to Sales Order. I want to use Workflows, so when Quote hits a stage Accepted it will run and convert Sales Order. I would be extremely grateful if you can also
Problème sur une fonction personnalisée
Bonjour, nous avons mis en place depuis 1 an, une fonction personnalisée sur Zoho inventory pour convertir automatiquement une commande client en facture et marque la facture comme envoyée. Or depuis quelques jours cette fonction ne marche plus et affiche
Background Color Themes in Zoho CRM
Hello, I am aware that I can change the background color by using the following path: Click Setup > Personal Settings > Theme. However, I can only seem to change the background color too: Default, Gray or White. Is there any possible way I am able to
Contact changes companies
What do Zoho users typically do when a contact working for company A leaves the company and goes to work for company B? 1) Create a new contact for company B and keep the contact record for company A? 2) Create a new contact for company B and delete the contact for company A? 3) Other option? Currently, I use option 1 and when I search for the contact name it comes up twice and I'm not sure if I'm being directed to company A or B until the account record opens.
Deployment Method
We have a client with 2 different Zoho Creator accounts. And we are developing Zoho Creator apps in our own account. We are developing a Zoho Creator app incrementally meaning releasing features when the development is done for some functions incrementally.
Add Bulk Expenses
I find it very repetitive to add bulk expenses. For example, If I enter a past date , I have to go to past month several time, if this enables to keep the last selection (month / month and date) it will easy for data entry. Also, there should be an option
How to include Signs in all pages of the invoice instead of just the last one?
I would like to add the Sign field but as it is right now it only appears only in the last part of the invoice and if the invoice is long enough in some cases the signs will not appear on some pages.
Save Contacts from Outlook Profile to CSV File Format
Are you facing any problems while trying to export PST files to CSV format? If yes, then don’t worry. Here you will get the guide for how to save or export Outlook PST to a CSV file. Microsoft Outlook stores all its databases in PST files when working
Whatsapp Integration
It would be really great if notifications of unpaid invoices, packages sent, quotations... etc could be sent through Whatsapp Business. Right now the only way of doing it is through Twillio but it seems quite a pain in the a** doing it through there
Favorite Save locations
When I save a document that I create in Zoho, I can save it to a cloud drive service, like Google Drive which is great. However, the location I save my files to is about 6 folder levels deep and every time I want to save a document " Save to other drive"
【12/21(水)15:00〜】「カスタム関数マスター講座 vol.3」で実際の事例をもとに学び合いませんか？
お世話になっております。Zoho コミュニティチームです。 12月に開催される「カスタム関数マスター講座」についてお知らせいたします。 ━━━━━━━━━━━━━━━━━━━━━━━━ カスタム関数マスター講座とは？ カスタム関数をカスタマイズした事例を、Zoho のエキスパートユーザーの皆さまに共有いただいたり、参加者全員でディスカッションをする時間です。 今月の開催回は、ユーザーの事例を画面で確認して、実際に皆さまの環境でもカスタム関数の挙動を確認していただきながら学んでいく回となります。 Zoho
Disappearing emails - Reply not working
Hi, I am having an issue with zoho when responding to emails on profiles and the email doesn't open or disappears when clicking "reply". The email also does not open in drafts as I checked this. This randomly happens on profiles, and if I reload the page
How to remove "Powered By Zoho"
How do I remove the "Powered By Zoho"? Is there a white labeling option?
【Zoho CRM】Zoho Survey 連携に関するアップデート：アンケート機能の強化
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたび、Zoho CRM でZoho Survey との連携を行った際の画面表示がアップデートされました。今回のアップデートで、Zoho Survey で作成したアンケートをZoho CRM 内で部門ごとに分類・表示することができるようになりました。
IMAP Access Blocked
My IMAP access has been blocked. From what I've read on the forums, the limit is 20 connections...I only have 2 means of accessing my Zoho account, my laptop and my iPhone. Those would be the only 2 connections at any given time, so how could I have exceeded connections? My email activity is also below the maximum per day. Please advise what I need to to do to prevent this from happening again. Thanks! mmaruca
Feature Request for "View Breached Passwords" Fine-Grained Control Option
Hello, In our organization, we recently noticed a new password breach alert option available in Zoho Vault called “View Breached Passwords” in the Settings > Admin Configurations > Fine-Grained Controls area. However, after briefly trying it out, we unfortunately
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