Integration List / Fill Calls in CRM with form
Hi all I have a form where our staff pre-qualifies incoming calls. Now I want to populate an associated list in the CRM Contacts module. This works very well with the note-list/module But if I want to fill the calls-list/module instead, it does not work.
Zoho emails not working again
All of our users are no longer receiving zoho emails or notifications. This has happened in the past and we worked with Zoho support to find the users were blocked on Zoho's end. Please check if our users are being blocked. I checked the configuration
Uploading an existing form to Zoho forms.
I would like to know if it is possible to upload an existing form, created in microsoft words format to zoho forms.
Is it possible to receive form and attachments merged in one email?
Currently we're switching to Zoho Forms. We need the receiver to receive the form with the attachment in the same email. Is this something that can be done through Zoho?
Sharing Form Via Email - Form Isn't Showing on Dropdown List
Hi, I built a form called Database Update Form and used the Zoho CRM field to prefill the form with the data in the CRM. The fields in the form are integrated into CRM Account and Contact modules. To have the prefill answers showing up, I understand that
Migrating from Office 365 to Zoho Mail -
Hi! I have a Microsoft Business Basic plan and would like to migrate the data to Zoho Mail. I'm currently evaluating Zoho Premium (trial period). After adding the domain and configured DKIM, SPF, and so on), everything seems to be working well. Now, I
Custom notebook covers won't save
Whenever I change the notebooks to a custom cover, when I click away or refresh the page, the custom cover disappears
How to automatically approve community posts?
When a user makes a post in the community the system always asks for an approval from us first. Is it possible to disable this setting and let any registered user post freely? I can't find this option in the settings.
I am not able to add my domain name for Zoho Business email
Hi I hope you are doing fine. When i m trying to add my domain name for the Zoho Mail, it is getting me the error message "This domain is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details". I am not using a free domain
Is there any way to make the ticket or task sidebar wider?
Is there any way to make the ticket or task sidebar wider? with the new UI, it seems that Zoho Desk has introduced Full Width/Adaptive/Focused Layout but none of these make the sidebar any wider. This is a problem for us. We have so much white space in
Custom created single-line field - don't allow duplicate values
In the system field labeled as "Email" when I try to enter email that already exists in our database, I am not allowed to do it and that is great. Beside that field, our company is using another field (labeled as "Email 2") which is single-line field
Expected input type in date
Hi, the date format in my country is dd-mm-yyyy and even though I have set that as the default in each zoho app I use, they all still seem to want to use yyyy-dd-mm. I have a date that is entered in a date field in Zoho Forms in dd-mm-yyyy when it is
Automation to, as soon as Z_Books generate a sales order from Z_Commerce, Z_CRM generates a Deal.
Hello there, let me explain my need, when a client submits an order in Zoho Commerce, Zoho books immediately creates a Sales Order. What I want to do is make Flow that starts automatically a Deal in Zoho CRM every time that a Sales Order that comes from
Old/wrong data in email template
I have a field in Accounts, <saldo> From external this <saldo> is updated in crm. I created a template include this field <Saldo> I created a workflow rule: This rule will be executed when saldo is modified to a value > 0 This rule will be repeated whenever
Codeless Chatbot Issues
Hello, I like the codeless chatbot as it doesn't require any coding skills. However, I faced some very annoying issues that I believe should be fixed very soon to make the chatbot useful. The chat transcript is automatically sent to the customer after
Is there a postman collection for the Zoho Analytics API?
The title.
Estimated Invoice Payment Date
Hi all, I apologize if this is a "noobish" question. However, I'm trying to created a dashboard in which our finance team can quickly look at a spreadsheet and see the estimated payment date for incoming invoices. I've been able to set everything up in
Zoho to Microsoft ax data sync
hi i would like to know is there any possibility or the possible method that we can do. we have four companies,HO is using AX 2012 R3, two our using zoho crm system we need to continue in it. but we need to know is that possible to sync data or third
Webhook - Leave Tracker
Hello, I can't seem to find how to receive "First Half" or "Second Half" of allocated leave via a Webhook. I have the following exported: from: 05-Sep-2022 to: 05-Sep-2022 Hours: 0.5 LID: 35779000000349019 But I'm not sure if the user is having the first
Organization Hierarchy Chart for Zoho CRM
Problem: An important part of any sales process is to ensure you’re speaking with the right person in an organization when working on an opportunity. However, when there are multiple contacts for each account, keeping track and reaching out to them seems
Zoho Workdrive Sync - How delete local Files without risking the orgignal files in workdrive
Hello, we also use workdrive in our company. One or the other employee also uses the Workdrive Sync app. Thus, the desired files from Workdrive are downloaded to the local hard drive and thus you can work with it at several locations / computers. But
Mail Merge Menu Options?
2 questions regardling when you click "Mial Merge" and select a document... 1. Is there any way to see a "preview" of the filled document by default rather than the mess of code that will pull data from the CRM? 2. Is there any way to condense/hide things
Apply Filter to specific email
Is it possible to run a filter on a specific email and ignore incoming emails? For example, I usually go through my emails and a lot of them I decide I should for forward the email to another user and move the email to a specific folder. What I want is
Skip mandatory subform field when editing Zoho Form
Hi, We have a mandatory subform field in a Zoho Forms that users must complete when submitting the form. When they update the form, the subform fields do not prepopulate as the main fields do, so they are forced to re-enter the subform field information
How to change "Estimate" to say "Quote"
I'm trying to change all references of "Estimate" to "Quote" because an Estimate and a Quote are two different things(!) I've so far been able to get close but I can't get a way to change the "Estimate Date" text to say "Quote Date". See here: https://prnt.sc/BK0XQVxYPU03
Invoice overdue webhook
My client uses Zoho Invoice to send out invoices to customers. I'm wondering if there's a way that when an invoice becomes overdue in Zoho Invoice that it automatically sends a webhook to an endpoint on their Web App(that i'm building for them) with various
Functions get duplicated when you republish a journey in CommandCenter
Whenever you update then republish a journey in CommandCenter, any custom functions referenced from Custom Functions get duplicated.
Recent projects list
Is it possible to remove Archived/Trashed projects from the recent projects list? And if not, is there a way to keep the recent projects list from displaying at all?
As Vendor, how to update Invoice with external invoices ?
HI, As a service provider, I've tasks to do, but I'm not invoicing the service. The client has his own invoicing system, making the invoice on my behalf. In Zoho Invoice (and also Books), How would you update the balance, the invoice with these external
Enable to send email using phpmailer
Hey, I am trying to send email using my zoho account with phpmailer from my website but it it is saying incorrect login details... I have used same login details to login at zoho mail with configurations to use smtp provided at the zoho support. Can any
Crating a layout for particular sention
Hi, I am using CRM Plus in organisation. And my problem is that I am creating one layout for particular section and I want to add some lookup fields to auto fill all details when I select the account or contact on when I am creating a new ticket. That's
Not have an option to fine tune the bell icon notifications
I spoke with support and they told me thath not have an option to disable the bell icon notification but only the email notification. Also they told my that you do have a road map on implementing the option to disable it and i can expect it in near future. I open this topic because is crucial feature and it will be better discused here and informed when available. The problem is that when you have in the bell 99 notifacations equals zero. Is the same as you do not have notifications. I suggest the
Concerning the transfering of notes from one module to another
Dear Zoho Community, I created a custom button simular to the 'Convert' button in the Leads module, that converts a Lead into an Account and a Contact. My button does it for two custom modules (record from Module A is moved to Module B) and it works well.
Google/Outlook Calendar Integration
Hello Form Makers, Scheduling events, managing the guest list, and importing and exporting relevant data can make the event-planning process chaotic if you don't have a proper system in place. That is exactly why we have created a new integration between
3 Simple Strategies to Draft a Compelling Elevator Pitch
As a sales executive, you only have 30 seconds to capture your customer's attention and convince them to purchase your product. With a good elevator pitch, you can persuade your buyers and convey your message concisely in 30 seconds. An elevator pitch
Move deal to other pipeline / blueprint
we have 2 different sales pipelines: New business and Customer succes. Both have a blueprint associated with them. Through Zoho Forms with Zoho flow we add a deal to the default pipeline (New business). Sometimes this is not the right pipeline and we
URGENT REQUEST ZOHO SALES IQ ROBOT.TXT.. BLOCKING GOOGLE FROM INDEXING OUR SITE.
URGENT REQUEST ZOHO SALES IQ ROBOT.TXT.. BLOCKING GOOGLE FROM INDEXING OUR SITE. Please see the attached file. It is a warning from google that the Sales IQ Widget is blocking GOOGLE FROM indexing our site.. this is a warning that we receive in Google
Is there an API to list available fields for a webhook?
For example: when a Deal is created, I would like to know what fields can be included in the webook. Through research and trial and error, I see that fields are available from: Organization Contacts Deals Campaigns Users Accounts Is there an API call
URGENT!! After removing a team cause i had configured it wrong, in trying to recreate it i get ID TAKEN error
cannot add more than 5 inboxes :(
I am not allowed to add more than 5 shared inboxes :(
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