Update ticket field and then update contact ticket
I have one custom field "Enquiry Product" on Ticket module and Same "Enquiry Product" field on Contact module. I want to, after the Ticket module "Enquiry Product" Value set, then the contact module of "Enquiry Product" file has same value automatically. I don't want to manual to make it. Thank you.
Add a button to a related list in CRM
There is an existing relationship between Deals and Quotes that is built into zoho crm. We have made a button in sigma that will create a sales order and launch the associated creator app with the id of the new sales order. This is visible from the Quote
Very slow when sending emails
Is anyone else having issues like this? I'm trying to figure out if it's my internet or Zoho mail.
Export / Import Issue - ZOHO_DDL_OPERATIONS is more than required length
Alert Message Data preparation failed. Reason: The length of the parameter ZOHO_DDL_OPERATIONS is more than required length Am I trying to transform to much data?
How to Test for Null Value
Hi I have 4 snumber boxes in a form. I dont like the default value being 0 as in mobile form i have to delete it each time as i type in correct number. However I have the following forula in code where i have a x b + c + d. Works great as long as i
Woocommerce = Zoho Inventory = Zoho Books integration
Hello, I have a question about integrating Woocommerce and Zoho Inventory + Books. As I understand ZI can be synced with Books, so every Sale Order that falls from Woocommerce will be synced with Books, right? So, here is the part which is not clear -
Salesforce like WebToLead form in Zoho
One of my client is using Salesforce and want to move to Zoho CRM. Currently, he is using salesforce web to lead form. Is there any similar way to generate form code in Zoho that can create Lead in Zoho CRM?
"other" option in Drop down form
I would like to create a drop down menu which looks similar to the following: Where are you from? Berlin London Paris Wellington please specifiy The user shall be able to pick from the existing options or to insert an additional choice (which is then not added to the list for all other people, it just appears in the respective cell on the spreadsheet). How would this work?
Campaigns Subscribers Add-on
Hi Zoho, I currently have the Campaigns Subscribers Add-on active, with a limit of 25.000 subscribers but lately, I started receiving the attached notification. Please let me know why I am invited to upgrade when approaching 20.000 since my subscription
For a campaign I set my own "Reply-to Address" but the recipient get another.
Hello, For a campaign I set my own "Reply-to Address" but once I sent the campaign the recipient get another value for the "Reply-to Address", something like this: campaign_66244604654+zcreply.15445af05ced44bc4b@zcsend.net I want to show the "Reply-to
Hola Necesito Ayuda
El tema es que hace un tiempo que no usaba Zoho Campañas y ahora hago campañas que me dejan muy pocas aperturas de los mails y eso es porque tengo desactualizados los mails , por lo que tengo que depurar esos mails , por ejemplo sacar los que se dieron
Zoho Creator Subform Auto Populate Lookup Dropdown field
I have a Main form called "New Order" and a subform called "Material Order" field name is also called Material Order (Link name SUB_Material_Order). Material Order Main Form has following: Type - Which is autopopulated in deluge so users know what "Type
How to exclude leads from an immediate sync to an email list
Hey, We have a workflow that pulls data from a Welcome Email list. The welcome email is created with immediate sync and every new lead entered in Zoho CRM is entered in the Welcome Email list. We'd like to exclude certain leads entering/syncing to that
Zoho Commerce Question
Does Zoho Commerce have full self-service customer portal included with the product? We currently use Wordpress + Woocommerce for our online store but am considering switching over to Zoho Commerce if the features are the same. I guess I'm wondering if
Campagne SMS
Bonjour, Je vais avoir besoin de faire des campagnes SMS auprès de nos clients pour divers objets : annonce promo, offre de fidélité et de parrainage, invitation à laisser un avis, questinnaire NPS Du coup, parmi toutes ls solutions intégrées avec Zoho
Zoho Desk CC Emails Not Caching
Hi all, I have a funny little issue. I help manage Zoho Desk for a digital marketing agency where we provide support to customers that we've built websites for. Pretty simple. For whatever reason, I cannot delete cached emails that appear in the CC field
Doubt about SLA and state SLA
Hello! I have 2 doubts: 1) Is it possible to get blueprint state SLA in Analytics Zoho? If so, in what way? 2) In the first response SLA option, is it possible for him to stop counting the time according to the ticket transition? If yes, how should it
Unable to "really" use Zoho Mail
Somehow i am getting the impression that Zoho Mail is deactivated for my account, it's hard to explain. I can access and login to mail directly via https://mail.zoho.eu/, i am receiving mails sent to my address but this is where the trouble begins. Any
TIPS AND TRICKS #5 - Recording Multiple Invoice Payments and Storing Credits
There might be situations when your customer pays for all their due invoices using any offline payment method. In addition to that, they might also pay an advance amount for their future invoice(s). It will be a hassle to open each invoice and record
Receiving all the mesage in spam folder
Hello, message I received always goes to the spam folder. Recently I have changes the DNS in my server. That 's all.
how to set a welcome email
Hi, I have the professional plan of CRM and zoho campaings. I need to send a "welcome email" every time i create a new contact in CRM. Could you help me do it?
Add email with plus sign in it
When using the listsubscribe API endpoint, submitting an email address with a plus sign (+) in it causes the API to return the following error: {"code":"2004","message":"Invalid Contact Email address.","version":"1","uri":"/api/json/listsubscribe","status":"error"} Is there anything that can be done about this? Example contactinfo post: {"First Name":"William","Last Name":"Last","Contact Email":"test+william@gmail.com"}
instagram stories
Despite disconnecting and reconnecting my account, I do not have access to a way to publish instagram stories. Any one else run into this?
Auto assign new tickets to the agent who was the last to respond to the contact
How can we make it so that when a recurring contact opens a new ticket, it is automatically assigned to the agent who was the last to respond to the contact?
Zoho desk not receving forwarded email
Hello, I'm posting here because I'm facing a very annoying issue. All the mail that a forwarded to my zoho desk address are not appearing as tickets. - I can create manually a ticket - I Can send manually a mail to my zoho desk address and the ticket
Single Line - No duplicates
HI I have a form with an inital lookup field. Lets call it Country. I then have a single field called City. What i am after is I cant choose USA from the top field and then enter Boston twice as that would be a duplicate. But i would want to be able
Value is empty and 'get' function cannot be applied
I'm having a problem with a creator app and hoping someone can help me understand what's occurring. Our business creates lumber products for wholesale and we sell scraps as retail for firewood. We have a creator app that is meant to be our office Point of Sale for the firewood. The problem is that when we attempt to finish an "order" for a customer we get the following error - "Error in executing On Add - On Success script. Value is empty and 'get' function cannot be applied Line: (79)" The
'Score' column is missing in 'Leads'
In Zoho CRM I've setup a Scoring Rule in Setup>Automation When I return to the 'Leads' section there's no option in the drop down list in Column Management to show the score! How do I add this?
Permission ID for Updating file or folder sharing permissions
Hi there, I am currently trying to set up a Flow where I created a DocuMerge file and store it in my workdrive. My next step is to change the permissions of the file to be shared with my organization so people who click on the permalink of the file can
Tip #49: Associating Emails with Deals
Hello folks, Do you have multiple deals associated to your contacts in Zoho CRM? Are you struggling to find deal specific emails, with all the emails associated with a contact listed together? If yes, then this tip is totally for you! You can associate emails with individual deals, rather than having them all listed under a contact. This helps you to access your deal based conversations more quickly and avoid looking through all your emails, searching for keywords and subject lines. In Zoho CRM,
Save and Resume - email address
Hi, I have selected the option in Settings to allow respondents to receive the saved form's link via email. However this isn't being generated. Can you please explain what I've done wrong? Thanks,
Stateless Forms Popups are suddenly being stuck on page after submission.
My application that has been working great for 3 years now suddenly this morning has a error. After submitting(Are you sure? message) the popup doesnt go away, it removes the background shading and just sits on the frame. Anyone else seeing this? Like
Which Home Currency? Products sold with different currencies.
Hi, Before I choose my Home Currency, I need some help. I run an international import, export and online retail business that advertises and sells some products with retail/unit prices in US Dollars and other retail/unit prices are in South African Rands. We are based in South Africa, but sell most of our products in US Dollars. Which Home Currency should I choose?
Respect Alert Setting from Microsoft Outlook Invitations and Allow Default Alert for Received Invitations
When I send invitations from Microsoft Outlook to my Zoho Calendar account, the Zoho Calendar does not respect or detect the alert setting in the invitation. For example, in Outlook, if I set the alert to 30 minutes before the event and send it to Zoho
Zoho Flow and Woocommerce Custom Checkout Field Meta
We have a custom checkout with custom fields. The plugin works with Zapier and when you link Woomcommerce you can see all the custom field data. Using Zoho Flow only shows the standard Woocommerce meta data and none of the custom fields. I wonder what
Sheets: a cell has formula =now() is its value; In the Sheets iPhone app, when does it update to the current time.
I am using the sheets iPhone app. I have a cell with the value a formula =now() if I leave that sheet open in the app, use other apps on my phone, and come back to the sheets app with this sheet still open, the time in that cell is the old time I was
Zoho is a Visionary in the 2022 Gartner® Magic Quadrant Advert Pop up.
Recently, Zoho has pushed a pop up add over the top menu of ZohoCRM that says "Zoho is a Visionary in the 2022 Gartner® Magic Quadrant..." Please stop using pop-up averts that overlay the controls of signing into the platform. If you are going to do this
Unattended Access Blocked
We've been using Unattended Access for a while and usually have between 15 - 25 computers set up with it. We have one in particular that we notice over and over again says "blocked" and we have to reach out to the user to ask them about it. They are claiming
How to automate sales process in zoho.
I am using Zoho CRM professionals and like to learn how I can use triggers or workflow to automated few sales process. Here is few things I need help with. 1 Once I entered any leads, I like an automated welcome email sent. 2nd When I spoke with
Search Help -- EXCLUDING search terms
Hi, How do I create a search that excludes terms. For example, I want to do a search for mail bigger than 1 MB and TO: is NOT a certain email address (i.e. only search for mail where the email address was not in the TO: field). This used to be easy, but
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