When is new email parser coming out?
Hi Ive signed up to the early release a few weeks ago, and I still cant see it in my account. The page where I registered says that I will see it in my account when I signup. Any news? Thanks
554 5.1.8 Email Outgoing Blocked.
When I use SMTP to send the email, got wrong message 554 5.1.8 Email Outgoing Blocked , Why the email is blocked outgoing. how can I solve the problem? my email address is cs001@notice.hopetrip.com
Allow buffer bf appointment
hello, Please allow for buffers before appointment. For instance appointments taht require local travel might take 30 min, but if I was in the office working on something, but the appointment is set right at the mark my task fisnishes, I won'thave time
Shopify Integration - Customers being created as 'accounts' in CRM
Hey all, We have 2 sides to our business, B2B & B2C. B2C orders are placed through Shopify - we use the Shopify integration for this. Zoho Inventory sync's with Zoho CRM. The issue I am facing is that B2C consumer customers are being created as 'Accounts'
TikTok at Zoho Social
This social application is every day winninng users and we are planning to include it in our client's social media strategies We think schedulling tiktok posts, replying messages, mentions and have stats in Zoho Social will be a must
zoho timesheet email notifications
Hi all i've seen that in zoho project is possible to receive a reminder for the timesheet not compiled. I didn't find how to set that the administrator needs to receive the email for all the users Thanks in advance Marco
How to get Payment Module records in Zoho CRM integration
Hi Team, We are building integration module with Zoho CRM. We are interested to get Accounts, Invoices , Orders and Payments data. While I see that Accounts, Invoices, Orders can be fetched but could not see Payments module records. Can
Syncing events between iOS and web applications
Two of my coworkers are having an issue where when they add an event to their calendar using the Zoho Calendar app on their iOS phone, the event does not show up in the web version of their Zoho Calendar. They have their calendar shared with me and our
How to improve batch cloning events
Hello ! We have 2 weekly events, I have to setup. I've prepare them in advance for the whole year, that means roughly 50 weeks, 2 events per week : 100 events to clone. The only change is the date. Time, content, tickets are exactly the same. However
Install zoho assist on zoho desk
I cant install zoho assist on zoho desk...after follow instruction to install redirect me to zoho desk homepage. how can i fix it?
Zoho CRM email parser - can you upsert records?
Hi, Can the parser upsert records or only create new records? Thank you
Apply Criteria To Creator Pivot Charts
Can you please put on your roadmap the ability to pass criteria to Creator Pivot Charts? This would be a huge enhancement for the system. Please advise. Thanks.
Automatic Deleting a Lead
Hello, I understand there is no straightforward way to automate deletion of a lead (that is, moving to Recycle Bin)? I'm using a service which mostly syncs junk leads to me. They name all leads in a standard way so I can set up a workflow rule to mark them as junk but I see it would be more efficient to move them straight to the Recycle Bin. I look them up in the service in question, anyway, so can manually fish the rare good ones out of that Recycle Bin as needed. Just less work for me this way.
Extension Pointers - Simple yet significant pointers #8: CRM variables
Getting and setting CRM variable values in an extension CRM variables come in handy when you need global access to a variable across an entire extension. There may also be a need for user-specific data, which the user must provide at the time of installation.
Mobile App & Style based URL's
Hello. I am trying to remove flagged icons in a report inserted via an html widget on a page. I haven't found any option to do it with the style based URL's. In the PC application they are hidden but I can't get it on the mobile. Does anyone know how
Bookings API Fetching Availability
I'm using zoho bookings and created a 45 minute drop-in Yoga class that is every M/W/F at 9am and 2pm run by staff member John. When I send a request to fetch availability using these settings: Request URL: https://www.zohoapis.com/bookings/v1/json/availableslots
How to Auto close deals
RJ Rohit Jain Question 2 years ago Answered Dear everybody We are using ZOHO CRM & we are creating many deals automatically . we would like to auto delete such deals which we can do with particular contacts. Thanks.
Tip of the week #25 - Stay informed on your team members' work
Transparency is crucial in any team, regardless of size and number. Only when the tasks and processes in a team are transparent will there be a productive work environment. There are certain features in Zoho TeamInbox that will help you and your team
What's New in Zoho Books - September 2022
Hello users, We are back with a fresh set of updates to enhance your accounting. Let's take a quick look at what's new this month in Zoho Books. New Tax Preferences for Items (India) We have added Out of Scope and Non-GST Supply tax preferences for items.
Resize Notebook Covers (New Feature)
Hi Kishore - The latest update said that I can resize notebook covers. But no where do I see how that can be done. Can you please direct me on how to do it? thanks
Possible to change font style/size?
Can you not implement font style/size changes? Sometimes when I copy text into a notebook, the font is different, maybe only in size so I have to write it out manually to make it similar like the rest. Kind of annoying. Love the Notebook otherwise and
Zoho mail support?
Hello, I would like to ask why am I not getting even one reply from zoho mail staff in my problem reported 5 days ago? https://help.zoho.com/portal/en/community/topic/mail-to-hotmail-is-classified-as-spam Did I do anything wrong? Even one reply telling "we don't know how to solve the problem" would be OK. It is rude not to answer about the problem, while at the same time I can see you're replying to other problem reports.
Help adding account number from Zoho CRM to the ticket screen in Zoho Desk
I need to enable my agents to see the account number on the related details pane on the ticket screen. Currently I can see name, company, number, and email but would like to add more to this pane. Is this possible? I will attach a screenshot
Error on init SDK in flutter
Hi, I have a problem when init SalesIQ SDK in flutter. I have used the correct appKey and accessKey but still error on init. Here is the guide that I have used: https://www.zoho.com/salesiq/help/developer-guides/flutter-sdk-event-handler-chatEventChannel.html. I
Problem forwarding mails with attachments via mobile app
I am facing problem when I forward mail through the zoho mail mobile app. The attachments in the mail are not getting forwarded. Is there some setting in the mails which is preventing that ? Please help me ..
Query for custom fields from CRM Deals api
Hey Zoho Team, I'm curious if its possible to grab custom fields created in a module, in particular from the Deals module. It doesn't look like theres a way from the docs, but wanted to check to make sure. Thanks in advance, Andrew
Profile Security Permissions / Contacts
Is there a way to to change security permissions of profiles based on field selections within a contact card? I have both Customer Contacts and Vendor Contacts stored in the "Contacts" Module. As you can see in the image below, there is a mandatory field
Autopopulate Form Url after submission
We utilize a form that needs to be updated periodically. As of now, the office account is emailed the link used for edits and then it is manually posted with in the client's CRM file. Is there a way to make this CRM field autopopulate after submission
Error calculating ticket resolution time through SLA
I have a problem with how resolution time is calculated using SLA. Consider the scenario with a "GENERAL CUSTOMER SLA" according to the following: Priority: LOW Resolution time: 12 hrs Priority: MEDIA Resolution time: 6 hrs Priority: HIGH Resolution
SQL Query for timebookings on projects epics, sprints, stories and items for Zoho Analytics
At CEYOND, we use Zoho Sprints for our agile projects. To evaluate and charge the effort of the tasks we use Zoho Analytics. With this SQL query you could access all relevant accounting data and assign it to projects, sprints, epics, stories and items.
Auto create deal's events on CRM calendar with specific text name
Hi there, I was wondering how I can add specific text when I create deal's events on the Zoho CRM Calendar via deluge workflow. With the code below, the events title on the calendar would be [Deal's name]. However, I'd like to add specific text before
Uptade the value of a field based on the selected look up record
Hi, Could you let me now how to "copy" the value of a field depending on the look up field record selected? For example: in the "Products" module, I have a record called "Product 1" with the price field set as $1,000.00 and then I add a new Deal with
Contacts do not show after updating contacts through importing
I have managed to update contacts' information by importing a csv. file into Zoho CRM. Now the problem is the updated contacts do not appear in the contact list unless they are searched for specifically by email. Any ideas why this is happening?
email suddenly includes salutation ?! how to remove?
Hi, It's a huge problem that CRM now includes the salutation in the displayed name of emails, when using a email template. Correct would was and will be: simply only "john.doe@email.com" NOW (when you send a lead or contact a mail template): "Dear John
Image Editor Layers
If I add a circle to an image and save it, it will combine the circle to the image, creating a new image. I wish it would save the circle as a separate layer, so that I would be able to edit it later on.
Event description not returned in get events list API
According to this page, https://www.zoho.com/calendar/help/api/get-events-list.html, the API to return a list of events returns the description, however when I call it I get every field but that. I have to use the event details API call to get the event
How to upload an image from Zoho Creator to Zoho Desk?
Im trying to wrap my head around how I can upload an image from creator to desk. Im currently creating tickets with no problem through manual deluge functions on creator. However, there is no clear documentation on how to upload an image through the API.
CRM Client Script .setValue for lookup field
Hello, What would be a correct way to setValue to a lookup field via client script? I have tried passing the id or the name value, with no luck. Is there a trick? Thanks
Add upload file button on custom actions
Is it possible to make a button as upload file in custom actions ?
Problem with SAML time validation
From our application we do a SAML request using accounts.zohoportal.eu/accounts request to log our users in into the customer portal in zoho.desk. This has always worked until this morning. We now get the following error: Conditions validation failed.
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