Zoho mail with Teams
How to merge with Zoho mail with Microsoft teams Ex: If I receive meeting invite in Zoho mail and i accept that meeting invite also. Thant same meeting information need to available in Microsoft teams.
Zoho assist and proxy server
Hi, can zoho assist direct its communications at a proxy? Thanks
Zoho Desk Report for total number of emails received
Hi, Is there a way to capture/report on the total number of emails that are received in Zoho Desk. This would not factor in merged tickets and just count the total emails received so if 3 duplicate emails were received and merged into 1 ticket, it would
A connection attempt failed because the connected party did not properly respond after a period of time, or established connection failed
zcrmsdk.src.com.zoho.crm.api.exception.sdk_exception.SDKException: Caused By: None - HTTPSConnectionPool(host='developer.zohoapis.in', port=443): Max retries exceeded with url: /crm/v2.1/settings/modules (Caused by NewConnectionError('<urllib3.connection.HTTPSConnection
Distorted logo on invoice
Hi! I uploaded my logo but it shows distorted. I've tried with several sizes and resolutions with the same result. Do you know how can I fix that? Thanks!
What are the reports comparing to?
We noticed on our weekly/biweekly/monthly reports from Instagram, Facebook and Google My Business that the reporting is a bit skewed. By this is mean the attached Key Point Indicators for GMB are from the time frame September 1st thru September 15th.
Automatically assign users into user groups when using Azure Active Directory
We have SAML set up for our Help Center using Azure Active Directory. However, this obviously negates the user sign up moderation and therefore we would have to manually run after every new user to assign them into the correct user groups, as we are using
Service the customer whichever the channel they use to contact me?
Hi there, We are starting a SHOPIFY store (so integration with SHOPIFY would be important) where we would like to offer a more customer centric experience. Whatsapp, Instagram (Comments and DM), Messenger (Messages), Email, Facebook (Comments on our posts)
Designating Tickets to certain people
Hi Is there a way to assign / designate tickets through the template used to a certain person? For example, we are wanting to create a IT support ticket system, where upon filling out the ticket Zoho Desk assigns the ticket to IT and notifies them so
Email Verification Tool & Zoho CRM
Has anyone had good results by adding an email verification tool to zoho CRM, via API? I currently use quickemailverification.com and myemailverifier.com on separate websites to clean up bad emails in my lists. They both work quite well in maintaining
ZohoDesk API - Http put/patch
hello, i would like to make http request to change status of a ticket ("Open" to "Closed") but i dont really understand how to use the update method . i tried to test my request with Restlet Client , i get "405 Method Not allowed" and second question
Agent can modify closed ticket???
Hello everyone, I'm checking a problem: once a ticket is closed, why can it be modified by the agents while remaining closed? And assuming that such an operation is more or less understandable, why isn't it an option possibly reserved only for administrators?
Alternative approach to correlated sub queries
We are using Zoho Analytics with data from Xero, we wish to show the bank account balances per day, charted over 30 days. To do this we need the sum of all account transactions to date grouped by account and day. How can I achieve this? I would normally
Iphone closing application when clicking on potentials.
Been using contacts to create notes because the application closes when I click on potentials from the meetings screen on my iphone 14 pro. NEED A FIX!!!!!
button of stateless form
I want to use the buttons in stateless form to control the fields, i am sure the codes are right, but there is no response when click the button.
Lightbox Pop-up Form
A Lightbox Pop-up form is an effective way to grab the attention of the users by adding the form as a popup on your webpage as opposed to other embed options. Usually, the pop-up appears on the webpage when a specific triggering action is performed.
Zoho Mail Desktop Windows 10 Not Loading
When trying to use the Destop application I get a notification that "Precaching unsuccessful, loading normally". Then after a few minutes it get a notification that an update failed to load. "app update failed - Something went wrong while updating the app. Please try again later (Details: Error: New version 1.0.2 is not signed by the appl...) Web browser works fine.
Holiday Email Tips - Wrap up your holiday season with an aim for a better new year
There's a popular saying: "All's well that ends well." This probably rings especially true if you're an email marketer. With the new year looming in the distance, now's a good time to sit down and plan your annual year-end email campaign. But you might
Apply Leave from Attendance | View, Even with Hours Worked
In the Attendance | View screen (mobile), if an employee is absent an entire day/shift, it is very easy for them to apply leave to that day. However, if they work even a minute in a given day, they are unable to apply leave for that day from that screen.
Add training features to Answer Bot (similar to Dialogflow)
I am a Dialogflow consultant and I get requests from people asking if there is a way to add a chatbot to their website without using sending their data over to the big cloud providers. I wanted to recommend the Answer Bot, but I noticed a major issue
automatic number order
Hi everybody i try to order my products and i insert an ID field with automatic number but when i arrive to the number 10 the sistem put this record between 1 and 2. Someone can help me? thank you all! Simone
Referencing all Potentials linked to a Contact using merge fields in a template.
I've been trying to automate a monthly email notification, but when creating the template, i can only use one merge field per contact (referencing only one potential for each email). So i end up needing to send a individual email per potential, essentially
Is there any way to change the first day of the week to Sunday in Calendars?
I've been using Zoho CRM for a month or so now, and am generally liking it. However, using the calendars to schedule follow-ups and due dates is somewhat challenging because the calendars start on Monday. Since most of the other calendars in my life
CRM Forms not Mobile Friendly - How Can I Fix This?
The forms as they appear on a standard web browser are not at all responsive and need to be appear differently on a mobile device (larger font, data entry fields nearer field names). Is there a way to fix this?
CRM and Mail and Vcards
will there be a way to import Vcards direct into CRM through Mail ?
Code Sample: Zobot Script to create a card that displays upcoming webinars from Zoho Meeting
Hi folks, This took me a few days to figure out, so I am sharing to others. It is a good example of: 1. how to pull data from another service and then 2. format the data into a card. I've made comments in the code and fleshed it out with lots of info
Editing PDFs from the delivery notes.
Hello, I am trying to edit the delivery notes on Zoho Books but it seems it is the only template that can not be edited. It gets auto-translated to Spanish and on the company country, the software is used that is not how the document is called. Please
連絡先の性別を商談に反映するカスタム関数を教えてください
お世話になっています。 表題の通り、連絡先の性別を商談に反映させるカスタム関数をご存知の方がいらっしゃったら教えて頂きたいです。
What to do if I have bills dated previous year but paid current year and invoices dated previous year but they are paid by customer current year
Hi, I am migrating from QB to Zoho book, I have bills dated previous year but paid current year. Should I record the bill from previous year in Zoho or I just have to type it down the corresponding amount in accounts payable opening balances? I have
Android 13 has Notes constantly making new lines
Every second there's either a new line, or the note is immediately scrolled to the bottom of the note. This occurs when I place my Samsung cursor next to a space character, or if I have just typed a comma, a space, or a period. It even does the same bug
Function #50: Schedule Calls to records
Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
SPF record issue with Amazon AWS
Zoho complains that it's unable to get a TXT record for SPF. I followed the directions and everything looks okay. I've also waited nearly a full day to make sure it's propagated. Can anyone spot what I'm doing wrong?
Sales order template needs both "ordered quantity" and "open quantity"
I've just realized that although the application will show me 1) how many of an item were originally ordered and 2) how many have been invoiced There is no ability to show this on a sales order template in the sales order at the line item level. A better
Barcoding in CRM
Is there any way to add a field in CRM contacts or deals that would allow us to scan a barcode to populate data for that field? I would like to track checked out samples with customers and would like it where staff can simply scan a barcode on the sample
Sort a list of key-values elements
Dear community, I have the following question. I have list called list_values: list_values = {{"name":'Carl',"age":6},{"name":'Adam',"age":8},{"name":'Bob',"age":9}}; I want to reorder the list values based on the name key of each key-value element, the
How can I send time-based email notifications to CONTACTS when their tickets are on hold?
We want to send email notifications to customers/contacts at certain intervals when we are waiting for a response for them - for instance, we reply to a customer but want to give them a "nudge" email if they have not answered us within 48 hours. How can
No records found
I want to track all employees who do not have records for a specific month. response = zoho.people.getRecords("Legal_Rest_Monthly_France",0,1,searchList); When the search criteria is null it returns an empty map. I understood that I could use the "isEmpty"
Calendar with thunderbird lightning doesn't keep login password
Hi, I'm using thunderbird with lightning for my email and calendar. I added my personnal calendar (https://calendar.zoho.com/caldav/xxxxx/events) to thunderbird/lightning and it works fine except that each time I launch thunderbird it asks me my login and password for the calendar only. If I check the option to store the username/password in thunderbird when I enter it, there is no change, it keeps me asking for the user and password next time. I don't have similar problems with other calendars.
ZOHO Sign data merged back to CRM record
Can data collected in a ZOHO SIGN document be merged back into the CRM record. For example, if you collect an address in the ZOHO SIGN sign document, can the address be posted to the CRM record upon completion of the SIGN document?
Notification on Community Portal
Hello team, I'm reasonably new to Zoho CRM, and I'm very interested in learning more. As part of my journey, I'm starting to use Zoho Community Portal quite a bit, but I find it difficult to know when someone has replied to one of my messages or topics
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