How to restrict the lead count
Hi Team, We have several counsellors and we want that after some count of lead the leads are restricted to that counsellor.
Sample manifest.json file for Zoho CRM connectivity from Widget
Hello, We are trying to build a widget for using COQL in Javascript. In order to avoid the CORS (Cross-Origin Request Blocked) issue, we need the correct config for plugin-manifest.json. Kindly share the same with template values on what params and
What is a mail merge credit in CRM?
I have a question about word interpretation. The help in CRM says this: Professional, Enterprise, and Ultimate edition users can perform 1000 merges/month/org by default. What's a "merge" in this sentence? A merge action or a merged record? If I select
Send mass email function
Hi I have over 1500 contacts on Zoho with emails attached to them. We sent a mass email this morning to 'all contacts' and we got an email saying that it only sent to 400 people? (See attached image). But then, when I went onto zoho and into that particular
Escaping a line break
I'm currently struggling to escape a line break. I have a script that's outputting a string that I am writing to a file. This file is used by another program and it needs to see the line break to display what I want it to display. The issue is I can't
Zoho forever free question
I'm thinking of getting the forever free plan since I need less than 5 emails and not much space for now. I see it says IMAP/POP/Active sync not included in the free plan. What does this mean? I can't use apps like apple native mail, Yahoo, or Outlook
How to detect if a Contact has declined a meeting invite?
Hi, I have a workflow that schedules a Meeting and invites a Contact. This works great. However, if they decline the meeting, I need to be able to detect that somehow. How can this be done? Thanks
Funnel Analytics Not Working (Or I Don't Understand Them)
I LOVE the visual of the funnel analytics. I'm really excited about building them. I've created one for a client's dashboard that isn't working the way I anticipated. I'll explain the thought process and then show screenshots. I have a custom function that adds a note every time the Contact's "Stage" changes. The note title contains the completed stage's name (e.g. Stage 1: "Invited to Course", Stage 2: "Joined Course"). I then created a funnel component with criteria of Stage 1: "Count of Contacts
Generating Grant Token: Does it require a Cookie? What am I doing wrong?
Trying to follow this guide: https://www.zoho.com/invoice/api/v3/oauth/#overview for generating a token, but I can't get it to work. I am doing the following: Step 1: Registering New Client 1. https://api-console.zoho.com/ 2. Add client server based application
Attachments when Converting from Leads
When I convert from leads to deals there is a question: Where would you like to move the attachments to? Then it gives me a list of Contacts, Accounts, Deals. Is there a way that I can choose more than one of those? I need to attach them to all 3. Thank
Compose Email is giving an error message
The compose email feature in the CRM contacts module is giving me an error after I change the 'from address' to a different email other than the user's primary email. The error message: { "code": "INTERNAL_ERROR", "details": {}, "message":
API Docs Out of Date, link does not exist
Trying to follow this process here: https://www.zoho.com/invoice/api/v3/oauth/#overview Under "Method 2" it gives this URL: https://accounts.zoho.com/developerconsole does not exist, it just fowards me to https://api-console.zoho.com/ What is the correct
Crm leads search
I want to search leads which exact to the My text Like state name is West Bengal v/s West bengal there is difference in bengal where b is small and another B is capital letter. When i trying to search West bengal it shows all data which includes
How to stop duplicate Leads
Hi I can see on fields a way to stop duplicate emails, but this only works on records within the same module. Is there a way the record owner could get an alert if they create a Lead but that email address already exists in Contacts? Ta
Zoho CRM Web Personalisation
Hi, I'm investigating the feasibility of implementing web personalisation using zoho CRM. The goal is to present the visitor different content (for example a different header menu) based on data found in the lead's CRM record. A possible workflow would
Button to record a call
Hi Currently evaluating Zoho against a few other CRMs. One we would like to do is have the ability to record the fact that a call has taken place with a Contact within an Account. Jumping through the Add Call is a chore. I see we can have buttons but
Using Friendly Name in Zepto Mail in Flow
Are you able to use a friendly name in the "Zepto Mail - Send Mail" action in Zoho Flow, (ie. Friendly Name <friendlyName@domain.com> )?
554 5.2.3 MailPolicy violation Error delivering to mailboxes
I am trying to send some mail from Gmail to Zohomails, but the mail was blocked and not being delivered to zohomail accounts. There is a system generated that displays the following error: "The response from the remote server was: 554 5.2.3 MailPolicy
Create # of records to match number in a field, i.e if Qty = 3 create 3 records
I'm writing some code which creates records in a custom module from a subform. Currently the code creates 1 record per entry in the subform. What I want to do is take the quantity from the line in the subform and create that number of records. I.E If
Google Verification of ZOHO mail issue
Hi, I getting problem when i send ZOHO email to any GMAIL id, then beside Sender ID Google shows RED Question mark with message " Google couldn't verify that XYZ actually sent this message (and not a spammer)" My Domain (DNS) is with Net4 India. Please
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
I received the following error when I tried to send an email: Unable to send message;Reason:553 Relaying disallowed. Invalid Domain Could I please get some help on this one? Thanks.
How to get module remarks in zoho Analytics?
Hello I need help. I want to analyze module remarks in analytics. But I can't identify the remarks data table in the import settings in analytics. I thank you in advance. CAMARA
Instant messaging is now supported in the latest version of the Zoho Desk Android mobile app
Hello, In the latest version (v2.6.0.1) of the Zoho Desk Android mobile app, we have brought in support for Instant messaging integration. What is Instant messaging? Instant Messaging feature helps users to make their business smooth by connecting with
Leaving Zoho One (we pay over $6k a year)
i'll start by saying that we are now paying over $500 a month for zoho one. As our company grew, it became obvious that this pricing model just didnt make sense for us. Add on top of that my email hasnt worked right in 10 days and zoho cant fix it. It
When creating new Item with default tax rate "out of scope" can be associated
Dear ZOHO Team, When creating new Item with default tax rate "out of scope" can be associated Because I have a lot of "out of scope" item Every time I have to enter manually when creating out of scope invoice
BLANK values from no transaction data
Hi all, Having an issue with what should be a seemingly easy report, but keep coming up against roadblocks. Hoping someone has troubleshooted this. Goal is to have an easy, quick glance report for Buyers/Sales of a full list of inventory: "Item", "Item
Can I amortise revenue / cost by month in Query Table
Hello, I conduct revenue and cost comparison usually in excel. I would like to know if I can achieve the following transformation within zoho analytics query table: From this table: ++++++++++++++++++++++++++++++++ Item MRR Start Month
Client Search Failing
I search for a client by name in the CRM using the magnifying glass in ten top right of the screen. It appears at #14 in the list? Why is it not ranked #1? Very frustrating!!!
Integrating Oracle ERP into ZOHO CRM.
Can we integrate ZOHO CRM with ORACLE ERP.
8542 Error code in Zoho analytics API
In a single firebase cloud function, I want to fetch data from two different tables, but when I hit zoho analytics API using Zoho analytic's Nodejs client library, I get error as, { "errorCode": 8542, "errorMessage": "Unknown JSON attribute(s) found in
Client Script - Carriage Return/New Line
let message = "You entered:\ntest\ntest"; ZDK.Client.showConfirmation( message,'✅ Yes', '❌ No'); The above confirmation displays: You entered:testtest but I need for it to display You entered: test test For some reason the \n does not return a new line.
Inserting GPS-data?
How can I import / insert GPS-data?
【11/16(水)15:00〜】「カスタム関数マスター講座 vol.2」でディスカッションや知見の共有を！
お世話になっております。Zoho コミュニティチームです。 「カスタム関数マスター講座」の開催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？ 「Deluge」というスクリプト言語を使用して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、下記の課題に関するディスカッションや、カスタム関数について情報共有が行えるフリートークを中心に構成されています。
WFH Tip 4: Keep your customer support game up and running 24/7 with Zobots!
Greetings from Zoho SalesIQ! We hope all is well with you. We're back with another tip on a significant feature of Zoho SalesIQ - the Zobot. The Zobot is a bot development platform on Zoho SalesIQ, using which you can build very compelling chatbots to automate customer interactions. The Zobot is designed to interact with your website visitors conversationally, based on its programming. It automates the process of interacting with your website visitors and helps you maintain the presence of a helping
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The invalid email address make this application totally unusable
Not all contact have valid email address, some contact may has mobile only, I assign a random email address for the contact key, but zoho campaign mark all contact invalid and there is NO WAY to delete
Multi line field on ZML remove spaces and new lines
Hi, Is there a way to show the multiline original text on ZML? Here is an example of the fields input: This is the result on the page when using the 'text' tag
Workflow takes long time between steps
I'm trying Zoho Capaigns automation Workflows and I've found a really annoying problem. Contacts take a lot of time (around 10 minutes) to jump from a step to the following step. You can check it in the attached screenshot. This is the first time I see
Can't select segments in RSS campaign
I've started a new RSS campagin. I've got one single list with two segments and I'd like to send that RSS campaign to one of those segments. However, I cant' see the option to chose one single segment, just the whole list. Until last version, segments
Zoho CRM - Le champ "Raison de la perte" du module "Affaires" est désormais disponible
Bonjour à tous, Nous espérons que vous allez bien ! Nous sommes heureux de vous annoncer que nous avons mis à jour le champ "Raison de la perte", qui est désormais disponible en tant que champ de liste déroulante. Actuellement dans Zoho CRM, lorsqu'une
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