Show always Due Date and Response Due Date
Hi, I am struggling again with Zoho Desk. Currently I am setting up the SLA and I am currently wondering why the Response Due Date and Due Date are removed, when I set the ticket status to On Hold. In my opinion this makes no sense and how can I always
Mutibrand portal customization
Can we show snippets of tickets/status of raised tickets to customers on portal home page. And can we add announcements on this home page too where we can show recent company announcements
Integrate zoho pagesense with GA4 via Google Tag Manager
Dear Community, I have a question regarding the pagesense integration with GA4 via GTM. I found this article how to integrate pagesene with GA4 but not via GTM https://help.zoho.com/portal/en/kb/pagesense/integrations/google/articles/integrate-ga04-with-zoho-pagesense#Create_a_custom_dimension_for_PageSense_tests
Faulty translations in help center
My area: „All Department“ --> not translated into german at all (Alle Abteilungen) Status drop-down field: The verb to open and the status open in english is the same, but that doesn't make sense in german. -> Verb in german: Öffnen -> Status in german:
API to get Group members / see which Groups a User is a member of?
IS there an API to get Group members for a specific group and to see which Groups a User is a member of?
Enhancement for layout rules
Dear All, We've introduced a minor change related to layout rules: mandatory fields to be checked for APIs. Using layout rules, you can configure conditions and define actions to be taken, like showing fields, showing sections, showing subforms, and
Can't Send E-mail With Attachments
For Last Few Days I Am Not Able To Send Any Mail With Attachments! I Mean It Shows It’s Sent But The Recipient Is Not Receiving It. Please Help Me Out.
Tag in published post
It would be helpful to be able to categorize the publications, being able to put a flag to be able to filter and quickly see the posts that have been made.
De verborgen parels binnen Zoho One
Beste community leden, Dit jaar hebben wij verschillende klanten gesproken over hun gebruikerservaring met Zoho One. Zo brachten wij onder andere een bezoek aan Lean Six Sigma Company en gingen wij langs bij Business Art Service. Daarnaast hebben wij
Select which Campaign Member Status options are counted as a Response
Salesforce has a very helpful feature that allows you to select the Campaign Member Status values that are considered to be a Response. Salesforce also allows for the total number of Responses to be displayed and reported. This allows for a single way
Filter Campaign Member Status options by Campaign Layout
Is it possible to display a subset of the Campaign Member Status Options based on the Layout being used? I run several different types of Campaigns that each have a unique set of Campaign Member Status options. I am planning to create a unique Layout
Upload workdrive file to sharepoint
Hello, I'm trying to upload a specific file from workdrive to Microsoft Sharepoint when a workflow is triggered. I've tried using flow to accomplish this but it can only upload .txt files (The file I need is a .docx). Any ideas would be great. Thank
Heat Map
How to download the heat map from pagesense?
Using Zohor CRM Manage Calendar Booking
Hi, Id like to use the CRM's Calendar Booking feature. We have viewing slots available starting 10am. Each viewing slot is 75 minutes. I can edit the Meetings Duration to be 75 minutes, however, on the interface thats shown to a customer, the timeslots
Sales Cycle Duration Calculation
Can someone advise how the number of days are calculated for Sales Cycle Duration? Is it from the time the Potential is created to the time it moves to won/lost/other? Or does it have to do with the age of the Contact? Please advise
Get Records APIs - Zoho Recruit API Issue
As mentioned on https://www.zoho.com/recruit/developer-guide/apiv2/get-records.html When I send a request to https://recruit.zoho.in/recruit/v2/Interviews it works fine. But when I try to request the same API with fields param, the API seems to break
Deals, products, forecastsand quotes
Hello, I am new to CRM coming from SFDC. I am trying to set up a sales program using CRM for sales forecasting and customer quoting. What I am unable to understand is how to update the actual quantities of products that are part of a deal which ultimately
Paid Trials?
We offer paid trials for a period of 90 days (at a reduced rate) vs. Free trials. What's the best way to set up paid trials in subscriptions so we can then still monitor conversion rates.
Multiple choice field with an option to type what you want
Hi. I want a multiple choice field with 5 options and an option to type what you want if the above options do not match. Is this possible?
Promotion pricing
If we run a promotion for some SKUs such as buy 10 for $x + 1 free item or within a group of SKUs if you buy above 3 you get 20% discount, or buy this SKU at usual price and 2nd item you get it at 50% off. How do we set this up in ZOHO?
Can't retrive info from custom fields
Hi! I can not retrieve information from custom fields with Zoho CRM API. I have no problem with the default fields, but does not work with custom. From Web Application all the fields work very well, the issue is only through the API. Regards.
CRM - Show client folder inside Account details view
Hi, For each account, we have a designated Google Drive folder. In this folder we store all documents related to this account. We'd like to think of ways to "bring this folder" into Zoho. The idea is not to upload/download files to Drive, but more of
Outlook 2010 disconnected
Ive been using Zoho IMAP for a few weeks with an Outlook 2010 client. Last two days have been disconnected intermittently, and now permanently. Any suggestions?
How do I implement Zoho CRM with Flutter?
I want to create an app that will print out all users from a Zoho CRM using their rest api. these are the instructions: 1. Get authorization token
2. From authorization token, get access token and refresh token.
3. After one hour, I use the refresh
Zoho CRM Meeting - access participant list via outgoing webhook
Hi We have a webhook been fired , when the meeting is created inside zoho CRM. What is the way to add 1 . Participants emails in the webook as a parameter thanks AJ
Get Baseline Data Zoho Analytics
HOW I CAN GET THE Baseline Data of project in Zoho Analytics.. currently. Baseline Data missing from Zoho Analytics milestone table.
Is previous social media data loaded on Zoho Social
Hi, We are about to move from Sprout Social over to Zoho Social, I'm just wondering will all the previous social media data on each channel (messages, posts, mentions) be loaded onto Zoho Social when we connect each social channel? Thanks
CRMの商談の次のステップフィールドについて
CRMの商談の「次のステップ」フィールドについて、使い道がいまいちわかりません。 商談の標準項目を読むと、「営業プロセスの次のステップを指定してください。」とありますが、単なるメモでしょうか？^^; ステージは別物ですよね。。。 次のステップは、活動で計画をたてるのとも違うのかな？ 皆さんはどのようにこのフィールドを使われているのでしょうか？
Need Help Converting CURL to Deluge
Hi, I am having an issue with converting a CURL command into Deluge. The CURL Command is formatted as follows (token is a bogus string): curl https://{subdomain}.zendesk.com/api/v2/users.json \ -H "Authorization: Bearer 52d7ef4ee01e2c2c75bff572f957cd4f12d6225eee07ea2f01d01a"
Deluge - convert datetime from api response to local time zone
Hello, I use the following testing code: I would like to know why the result is "21-Jun-2016 04:16:14"... Why is the hour = 04? The result I expected would be = 18:16:14 (UTC +2) ------------------------------ Where do I actually get this string: "2016-06-21T13:16:14.000Z"
Apparent time-out of Deluge code
See video explanation here: https://workdrive.zohoexternal.com/external/e9a38e2c5bacfdfd9f23fcdb899b1e2cbebfa1431f43b95653afae31a415b0d1
Is anyone successfully using Dynamic Content in Campaigns? If so, how are you using it?
I'm not interested in potential use cases or tutorials/guides. I'm curious to know if the feature is actually being used in the real world and why/how people are using it. i.e. The logic (if/then statement) you're using and how it's useful in your e
Tip #4 : Refer and Earn Workflow system for your Subscription Business
Hello everyone, We've been coming up with a tip every week to address specific business scenarios which can be implemented for your business. In continuation to the previous post, this week we will be seeing about how you can implement the Refer and Earn Workflow system to acquire more customers. Why are Referrals important? Customer Acquisition is crucial for any business to sustain itself in a constantly evolving market. It involves persuading new consumers to purchase your products. Customers
webform leads do not have "Lead Status" assigned
Hello, Is there a field that is used to set the "Lead Status" to "New Lead"? Right now, new leads generated from the WebToLeadForm have a blank "Lead Status". Thanks in advance for your help! Rob
Incessant Phishing Emails from Myself - "Display Name Spoofing" Feature Doesn't Work
I'm relentlessly getting spam emails that are from my own email addresses. I have DKIM, SPF, DMARC records all configured properly. I tried the "Display Name Spoofing" feature in mail admin, and I added the permitted sender name, but it's not working
What is definitive way to know when invoice is paid (in the JSON)
What JSON values are the definitive way to know when invoice is paid (in the JSON) Can it be done just from Invoices or must it be done only from Invoice Payments
Quantity Allocation on order
Hi, Is there any way to allocate or deallocate quantities on orders. For example, if I have a booking model, I do not want certain quantities/items to be engaged on an order for a certain time lapse. I want to keep them available for sale on another sales
Ship-to Addresses for drop shipments
Most of our orders are drop-shipped to addresses that are rarely or never used again. Right now, we have to input the ship-to company name in the "attn" field, then save the ship-to address with our customer's information. It's a lot of extra steps (and
How to create a button in Accounts to create a new estimate with Zoho Finance suite
Hello, I'm trying to create a button in Zoho CRM Accounts module, so our sales can directly create a new estimate regarding this account. I've tried to follow these steps and make it work for the accounts module which is supposed to be easier : https://help.zoho.com/portal/en/community/topic/how-to-create-an-estimate-in-potential-module-with-selected-product
Introducing the Integration of Zoho CRM and Bigin for a two-way data sync
Often times, your sales reps may not need a robust CRM and access to big functionalities. All they need is a simple application to keep track of the follow-ups activities, update details on deals and contacts, jot down notes and more like that. All the while you do want your business running on CRM and keep your data up-to-date for other processes to work efficiently. To get this working, Bigin has a new functionality today - the integration with Zoho CRM. With this integration, you can synchronize
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