Revenue Budget in Zoho Projects
We have introduced Revenue Budget in Zoho Projects. Revenue is the payment that is expected from the clients and can be used to track the profitability of the project. Users can track the revenue budget of a project and compare it with the planned and
Add sales during the month which can be invoiced at the end of the month
I have clients that purchase services from me which I invoice them for at the end of the month. I would like a way to track these items and add them to a recurring invoice I have created for them at the end of the month. What is the best way to do t
Zoho CRM Segmentation FAQ - Post your questions
Hello, Greetings! We hope you are well. Segmentation is the primary step in Marketing to know and classify your target audience into groups based on their purchase pattern. In the best interest of your benefit, we have been publishing FAQs about segmentation
Reactivate Workflow Version
Hello Guys, I´d appreciate your comments. I have a workflow with three steps / three messages. I ran the workflow yesterday. Message one/first step was sent. For some reason I had to stop the Workflow for edition of the last message. So according to Zoho
Connections: How to integrate Cliq with third party applications?
Creating an integration component (Commands, Bots, Message Actions, Functions) that connects Cliq with another third party service can be implemented by Cliq Connections. Now let us assume you are building a Wrike extension for Cliq. You want the extension to be power packed with all the below features - Slash command to show the tasks you've added in your list. A bot that notifies you when a task is assigned to you and also reminder notifications for upcoming tasks! A message action to create
custom drop down lists not showing up on mobile
I added a few choices to the Lead Status field, and while they do show up on the desktop, the mobile app doesn't show them as a choice. This is frustrating as i enter most data from the mobile. Is this a known bug and any solution available in the meantime?
Can't BCC emails on Zoho Campaigns
I don't see how I can BCC my ZohoBCC box in Zoho Campaigns. This means that responses from emails sent from Zoho Campaigns don't get into the Zoho CRM. I'm stuck since Zoho CRM doesn't have a way to get emails into the Zoho CRM from emails that weren't BCC'ed to the ZohoBCC box! Any ideas?
Bulk update next invoice date for recurring invoices
Is there a way using a custom button or API or deluge or Zoho Flow or some functionality to update the "next invoice date"? We have 500 invoices each month so it would need to work in bulk. We often bill on the same day each month but it can change each
Gestione Colonne e spazi
in molte parti di zohoOne non è possibile spostare avanti e indietro le colonne (come in excel) questo è molto poco userfriendly e una cattiva user experience. Vedi tipo su compiti di ZohoMail non è possibile aprire le colonne e molti compiti sono tagliati
ZoHo Desk Dashboard on large screen
Is it possible to have a customised dashboard of Zoho Desk on a big screen? It is just for displaying tickets on the screen (refresh every 30 seconds or so). Without spending a full license.
Image not showing in Test email
In Campaigns, I made a new mailer, added a few images, and everything appeared to be in order in the HTML Preview. The link to the image disappears and the image isn't shown when I send a test email.
Multi-line field full size without stretching the box
Hi There, Is there a way to have a multi-line field remain one size without having to stretch it while editing it? When in view mode, you see the entire field. But as soon as you click to edit this field, you get only a few lines and no longer see
Declined chat - no option to pick up
As a supervisor, if I decline an active chat, I should still have an option to pickup a chat at anytime. On a current chat transfer from a bot - after a decline, there is no option to pickup the chat or join the conversation and thus the chat will just
Associating SalesIQ Visitor with CRM Contact
I'd like to be able to capture the pages visited in SalesIQ with a customer that later purchased an item and is now a Contact. They never contacted me on chat, but I see their path through the website and would like to engage them on other products they
Workflow Rules not triggering
I have created workflow rules for email notifications on the creation of leads but it's not working.
Update a LEad Owner using Deluge
Hi guys, I am trying to use a button and subsequent script to update the lead owner to that of who presses the button. However I am getting the following error; {"code":"INVALID_DATA","details":{"api_name":"Owner"},"message":"invalid data","status":"error"}
Moving contacts between lists
Hello Team, I did search first and didn't find anything on it. Is there a way to move contacts to different lists within Campaigns? For instance, I have a general list where everyone goes but also have a client list that is specific to contacts that are working with us. I do not see a way to move them from the General list to the Client list once they convert. Am I missing something? Richelle
How do I find the right Zoho Creator developer?
Hi Everyone, I am the owner of a small English language company in Costa Rica. I have a fairly robust app that we had developed a few years back by an expert who we will call Mr. X. I knew I was not capable of creating the app on my own as I am not a
How many Contacts can be applied to an Account?
Hi We are event organisers. Customers employ us to setup and arrange events for them. Im thinking how best to setup the CRM. The CRM needs to hold details about: The event (date, time etc) Our customers (People who hire us to hold events for them) Suppliers
Delete parameter page zoho creator
Does anyone else have the problem that the trash can icons do not appear to delete parameters from the pages? I have tried with several browsers and once a parameter has been added I can't find a way to remove it.
Email undeliverable
Hi, I have not been able to receive mails for days now, and I got a notification saying 'the MX Records of your domain(s) yourstoremail.com are not pointed to Zoho and you may not receive emails in Zoho View MX configuration details It is saying I should
my company I'd not working zoho
no any tickets are assigne on my id. and not showing my name at company portal .what's solution.
How do I update ZohoCRM with the customer's updated customer information?
When a customer to whom a newsletter was sent made a name change from the Update Registration link in the newsletter footer, the customer information in ZohoCampaign was changed, but the customer information in ZohoCRM was not changed. Furthermore, the
What do Zoho Community "Levels" mean?
General "Community" question: In my Community Dashboard, I see there are different 'Levels' that we can achieve based on activity. I can't find anything that explains the benefits derived from the various levels. Can someone explain how the levels work
Super Admin Locked Out
Hi, My boss is super admin. Her devices are not receiving push notifications from OneAuth, so she is unable to sign in to any Zoho apps or sites. Please help! I have already emailed support.
Function - BST/DST issue adding Meetings
Good afternoon, I have a Function which will automatically create Meetings for Agents when specific fields are filled out within a Prospect. My issue relates directly to the switch between BST and DST - as we are currently in BST (+01:00) here in the
How to export/backup Zoho email if domain name is not available
How can I export/backup Zoho emails if my own domain name is not available? Or is there any way to solve this? Thank you.
Is It Possible To Edit An Existing Email Message?
I have an emailed receipt of a bill payment that was never received by my Zoho email account. I ended up forwarding the message that now contains "Fwd:" prefixed to the existing subject with forwarded text in the body. I wish to edit the existing mail
Delete old suggested matches in transactions
Hello, is it possible to delete suggested matches that have already been manually categorised, matched and reconciled? Many are displaying that go back months, before I was able to add bank feeds. I saw a similar question from a customer posted four years
Login/switch between mutiple accounts
I currently have 3 zoho accounts. How can I login to more than one account at a time in a browser or switch between several, is that possible? Can I do that on the mobile app? I am trying to get all my mail moved from google to Zoho.
Default Drop Down Value when List Retrieve from other Table
Hi, I am adding a list from a table for one of my drop down menu using the following method: input.DropDown:ui.add(MyList) But when the list get fetched but there is no default value in the drop down menu until i click the dropdown. Anyone can give
IMAP Discontinued for Outlook365
I was trying to set up email in my clients vCRM and was getting authentication errors. Apparently, Microsoft is no longer going to support IMAP basic authentication. When working with my clients ISP, we were able to get IMAP enabled again...and the setup
How to generate a permeant Oauth access token using self-client for back-end to back-end communication; By using the API only? Or by generating permeant access tokens or unlimited refresh tokens!
I am trying to export each user after registration from my application to Zoho contacts, but I find no way to generate the access token without front-end user interaction (confirmation &redirection). I tried to use the self-client but I found it very
How do you add inventory in Zoho One?
Hello. I have a confusion because Zoho One is like the combination of all the different Zoho apps. Same question I have with Inventory, I have it with CRM and Books. Related to inventory, how do I add it? Should I do it through Zoho Inventory or should
Horrible Zoho One Support
Hi, We are Zoho One users in India. Are we the only ones facing such a horrible service support from Zoho? Phone line is always un-answered. Chat discussions seem automated as the executives are not ready to understand our problems and oh god... mail
Purchase receives tracking once invoice has been payed.
In our company we both pay Invoices before and after receiving the goods. Usually we do it before receiving the goods. I have been looking at the Zoho Inventory addon integration and it seems like the purchase receives module only lets track the status
How I can connect Bigin and Vonage together?
My business has Bigin and Vonage. I heard that two of them can be linked and connected, so all the calls history and text messages will be automatically recorded and documented in Bigin card. Can I have a link for all the processes?
Can you limit the number of custom module records to 1 per contact
I need to create a custom module, but want to limit the number of records to 1 per contact, is that possible?
Connect to unattended computer through zoho assist api.
Hello everyone! Is it possible to connect to unattended computer through zoho assist api? E.x can I make an api call where I get back URL that allows me to start session with the computer? Thanks!
Go multilingual with Zoho Desk!
In the constantly evolving landscape of customer service, helping customers in their preferred language has become a necessity. Every customer has two critical expectations from a business: 1. Self-service experience: They expect to find answers instantly,
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