Can't see Person account sync between Salesforce and Zoho Desk
Hello, We have implemented a two way sync between Salesforce and Zoho and the accounts &contacts are syncing correctly but the person accounts are not being updated in Zoho Desk. How does this work? Thanks
Control marking as read in TeamInbox
Hi, As soon as we click on an email message in TeamInbox, this is marked as read. Is there a setting we are not aware of that allows us to control how an item is marked as read, like in Outlook? E.g., do not mark as read on selection, but only manua
Migrating from Front to Teaminbox?
Has anyone successfully migrated large, very active Front inboxes, to Teaminbox? Teaminbox seems to be a robust (and much cheaper) replacement for Front, but the conversion of an active and busy shared inbox from Front to Teaminbox is very challenging
Provide customization to Project notifications
Hi, The current notifications from Projects lack information and cannot be customized. The project name is missing but also the notification url could be set up to a more friendlier name. It would be good to have control to customize the notifications
Zoho TeamInbox Stops Syncing with IMAP Mail
After setting up and using TeamInbox, it works for a while, but then stops syncing.
Zoho Projects Timesheets API - Does fetch_by_modifiedtime work?
Does fetch_by_modifiedtime work? I have a couple of logs that where created on 7/15/2022, but has a date of 6/30/2022. When I use Get All Time Logs, I can only see them if I use the 6/30 date.
Sales End Date
Hi New to Zoho. I'm trying to establish how best to report our monthly sales. Can anyone confirm if the Sales End Date is the same date as the Potential Closed Won date, please? We're not automatically updating the Close date to the date when the deal
How to retrieve Mails from multiple accounts?
When you create a lead you are able to capture the mail conversation between the company and the potential customer. Using organization emails you can send mails from different domains as well. The catch here is, that inbound emails are only retrieved
API Meeting Invite Email with CC and BCC
Looking at the CRM API 'Send Email' docs (https://www.zoho.com/crm/developer/docs/api/v3/send-mail.html), it appears that using API we can include a cc/bcc field. However, for the meeting invite that is sent out to a contact when creating an API meeting
May i know what is cvid here ? registros = zoho.crm.getRecords("Update_Contact",1,3,{"cvid":31355000236829766});
Hi, Im stuck that why in this code used cvid ? registros = zoho.crm.getRecords("Update_Contact",1,3,{"cvid":31355000236829766}); Please let us know. Thanks and Regards, Sidhant A.
Let customers reach you easily with the Zoho SalesIQ - Telegram IM Channel Integration
We are now living in the era of instant messaging where every single person around us will have at least two instant messaging apps on their mobile phones. And that very well includes your customers. It is important for businesses to be able to communicate
Sending a PDF as an attachment triggered by Flow through Desk
I currently have a Flow that is triggered by a webhook and retrieves both the link to a pdf and the pdf itself using invokeUrl. I am trying to send both the link and the pdf (as an attachment) by the "Zoho Desk - Send email reply" function. I have managed
How can assign a territory to a contact
Hello, I found hundreds of contacts without a territory. How can I assign a territory to these contact records? Thank you Guenter
Finding lapsed customers in CRM
Hello all, I'm running a marketing campaign aimed at people who were once customers, but are no longer. Maybe it's just that I don't know where to look, but I'm having a hard time tracking down any field that keeps that information. Any thoughts on how
How to forward an email as attachment file
Dear All, I would like to ask you about the forward an email as attachment in a user. As we know there is an option in Zoho Mail 'Forward As Attachment'. When I do that and I send the email then the receiver does not accept the email as an attachment file but it shows all the email in his/her screen. Why this happens? Why it does not show it as an attachment file? Am I missing something? Outlook works like that.
Bulk APIs and Photo/Attachment ID
Hi There, I have implemented Bulk APIs and downloaded the CSV with all records needed, in the CSV the image field has a long string ( e.g. 86za2be586e6f6bd8460191f2dbaf76e9dd58) now I want how to access these individual images while importing the downloaded
Is it possible to show the Vendor address in Bill Template in Zoho Books
On viewing the template for Bills in Zoho Books, the only placeholder fields available with address relate to the Contact but this is irrelevant for vendor bills. When you have multiple vendors of same name (they each have a different office address)
Zoho Mail Client Spell Check Not Working
Has anyone seen this before? I signed up for a Zillum plan, and for both me and my wife the spell check function in the Windows mail client, or the Web mail client function. No red squiggly lines, nor if I select a block of text and manually press the
#FUNCTIONS 101 - Youtube Video
I literally just came across this video looking to become certified in Zoho Creator soon and other Zoho One Applications! I know it has been 2yrs since the video has been posted, but it did not seem like anyone commented with a correct answer or posted
Zoho CRM Import
I have a weekly spreadsheet for planning applications with the following data on each line. Cient Name and contact details, Architect Name and details, Planning project Reference and details. The details are about 15 fields for each of the modules I want
ERROR: Did the API keys change all of a sudden? E108 - API Key / Portal Name mismatch
Getting following error when requesting for remote authorization https://support.tracktechllc.com/support/RemoteAuth?operation=signup&email=admin%40agency3.com&fullname=Testuser&loginname=Test_user&utype=portal&ts=1659501065013&apikey=e2d941cede2e0a2d2189e4fc443965a9
Dynamically sub list - accounts, contacts
Hi. In CRM I made a layout with a lookup field accounts and a lookup field contacts. Now I would like to have the contacts field dynamically filled with contacts from the chosen account. Within Creator this is easy possible. Any chance to realize with
How Download Attached Files from the Email Templates?
Hello, I have a new form which has attached files field. After summit the form, this one send an email with email layout indicate the "link" to the attached files. But when the user press the link for download the attached file, says the follow lines: You
URL in Zoho Learn won't update
I am updating several links I have in Zoho Learn. When I am in the edit screen I can see that the link is updated. Once I hit publish if I hover over the url it is the old link and if I click it it's the old link as well.
Generating a list of actions
I have a number of jobs I want to do through scheduled reports but I'm not sure how to start. As an example. I want to do a weekly check for all Deals that haven't been actioned in X amount of time. I know how to create a custom function to generate that
【Zoho CRM】モチベーター機能に関するアップデート：通知機能の強化
弊社サポートチームからの情報をもとに、Zoho CRM の最新アップデート情報をお送りします。 ━━━━━━━━━━━━━━━━━━━━━━━━━━ ▼ Zoho CRM の最新アップデート情報：https://zurl.co/Or8g ━━━━━━━━━━━━━━━━━━━━━━━━━━ このたびの機能アップデートにより、Zoho CRM のモチベーターにおける通知機能が強化されました。これにより、パフォーマンスの更新が発生したときに、常に最新の情報を把握することができるようになります。 今回のアップデートで主に強化されたのは、モチベーターの通知パネルです。通知パネル上で、以下のような処理が可能となりました。
spamming mail
Hi, we have use zoho form on three pages in our websites And we got spamming mail. Please tells us how to stop spamming mail. if there is any setting form dashboard in zoho form .tells us need to configure,
MS Teams - Create MS Team based on Zoho Account Name?
Anyone know if it's possible to automate this? IE: I have a new account in Zoho called - "John Residence". I would like this team to be created in MS teams.
Data Dump
Hi there, So I have a lot of variable data (Currency values) that needs to be mass uploaded from a spreadsheet and updated across all custom modules and fields regularly (4 times a year). The data is mapped/ defined by means of a contract number already
PROBLEM WITH ZOHO SMTP LIMIT
I didn't know that there was a limit of 50 Mails per day in the account, so i've send more of 50 yesterday and my account was blocked... how can i know how close i am to the day limit? is there any alert i can configure? something i can trigger? can somebody unlocked the account? Thanks.
have a hidden field
is it possible to have a hidden field the way it exists in webforms? I would like to be able to have a field which is hidden, but be able to populate it with either information I already have (merge tags) or fixed information.
Blueprint Deletion
I am trying to delete some of the transitions as well as the status but the system says they are linked to tickets. At first I went in and revoked the blueprint & changed all of the statuses from the one I wanted to delete to a random other status but
Adding and Optimizing chatbot to the website
We need to know How to add Chatbot to the website and how to automate the chats through chatbot?
How is everyone handling Inventory Counts?
Wondering how others are addressing the lack of an inventory counting feature? Currently we've been manually exporting the summary and then taking that data and manually importing it to a spreadsheet and cleaning it up so that the people in the warehouse
Connect with Zoho users from your industry, virtually!
A couple of years ago, we started setting up industry-wise channels for users with similar businesses to chat and discuss Zoho contextually. We started with Real Estate and E-commerce sectors, creating a chatroom and hosting regular meetups on niche areas
Helpcenter visible in Google
Hi. I don't want my helpcenter to be visible in Google. I turned off this option, but I can still find my page in Google. How can I solve this problem?
Transfer Amount from One Customer to Another Customer
Need help on below: Patient sees doctor but 90% fee should be collected from Insurance 1) Patient Dr. 100 Fee Cr. 100 2) Cash Dr. 10 (Patient paid this), Insurance Company Dr. 90 (Due from insurance) , Patient Cr. 100 3) Cash Dr. 90 (When insurance pays)
Zoho Sign Testing
How do I avoid using Zoho Sign credits when I am testing with Zoho Flow?
Open tickets per day
Hi, Day 1 of working with Zoho Analytics for me. I'm want to create a dashboard with multiple widgets and bar sets on it. One of them is a Line chart with the following info: X-axis = first day of the month untill the last day of the month (so if i select
Sharing files/folders externally for files/folders in "Shared with me"
My organisation wishes to share certain files and folder with an external collaborator. These files/folders currently reside within the 'Shared with me' area. When I click on a folder e.g. Projects within 'Shared with me', there is no option to Share
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