Does Zoho CRM have a feature or section for Sales Battle Cards?
I couldn't find any information on this and I'm assuming others are using Battle Cards in their sales process. Just curious if there is a section within CRM or another workaround to create battle cards within the sales process and have readily available
AttributeError: 'str' object has no attribute 'get' in django
I'm having this error while connecting my Django project with Zoho Books via API. From the first function, page will redirect to another URL on that URL an Authorization Code will be there in URL parameter so I need to access the code in the next function
Zoho Desk Mobile App iPhone Notifications
Lately I have not been receiving notifications for the Zoho Desk Mobile app on my iPhone. I have uninstalled / reinstalled the app, restarted the iPhone, disabled and enabled notifications through both the app and the phone settings, but still no push
CRM Assign a delegate
I've found instructions for assigning a delegate for approving records in Expense but not CRM? If a user is out and an Admin was not made aware, shouldn't there be a way to solve for this?
What does "Converted as Request" mean in SalesIQ?
What does this mean in Sales IQ?
Text content has broken font (API zapier)
Hi. I'm Phillip, I recently used your email service. Along with the worldwide popularity of Gmail, this is the best email service I've ever used. Zoho mail's business functions are great. However I am having a problem with Zoho mail. I use Zapier to automate
Filled, Hired, Joined meanings -implications in Zoho
Hi everyone, does anyone know how Zoho categorizes these statuses - I cant find anything on the knowledge base. Thanks in advance Lee
Links being changed once I save
Hi - When I am trying to link to my facebook page, Zoho is removing the first / causing the link to not work What I am typing: https://www.facebook.com/groups/geologicalgeorgesales Once saved, Commerce changes it to: https://www.facebook.comgroups/geologicalgeorgesales
Delivery Status Notification (Failure)
Hi, Despite setting up my domain michebag.sg for use with Zoho, and seeing that it’s “Verified” (Zoho’s Control Panel), and setting up an email account "support AT michebag.sg", I’m getting bounced emails whenever I try to email support AT michebag.sg I've tried sending support tickets to zoho but no response. Any ideas? Error message: Delivery to the following recipient failed permanently: support AT michebag.sg Technical details of permanent failure: Google tried to deliver your message, but
Proof of Delivery Problem
Hi, My company does surveillance system projects. Once we receive an order confirmation from the client, we create a sales order in Zoho Books. Though we collect partial payments using retainer invoices, we convert the sales order to invoice only at the
Zoho desk in CRM home page
I just jumped aboard and liking Zoho very much but i just have a quick question. Would it be possible to have a customized home page in Zoho CRM where you can see open zoho desk tickets per account or per contact or anything related to that? so our account
"flow" of forms
Would it be possible to create a flow of forms such that I direct a user to form 1, and upon form 1 completion, they go to form 2?
Export CSV file from main and subform
I choose Zoho over JotForm because of this subform control and the ability to hand one to many relationships. The reason I wanted that is that I want to import the form data into my MS Access relational database. So I have created a form in which I
Building a custom site
do we have an option in Zoho to build custom sites like adding custom functionalities? want to make a site like https://kaio-dia.eu/ Is it doable? Please assist.
zoho desk
how Customers can view Tickets of same user in zoho desk ?
Change mail signature for all agents
Hi, how can I change the mail signature of all agents in our Zoho Desk instance. Is there central point to manage them or by using the API. Thanks in advance and BR
Scheduled backups via API ?
Hello, Is there a way to get scheduled backups by using API or anything better than a email ? It's actually frustrating because email notification don't allow serious backup automatisation (parsing emails is not reliable at longterm). It would be nice
How can I add a new lead to ZOHO CRM using python?
I am trying to pull information from Mongo DB and push it to ZOHO as a new lead. I do not have knowledge on how to create an API call, can anybody please share an example code. Is there a way to use webhooks instead of using API?
[Webinar] Scheduling sales/service appointments from inside the CRM - tomorrow at 12 PDT
Hey folks, This Thursday at 12 PDT we're hosting a demo of our SmartScheduler, which was previously featured in a Zoho Practitioner webinar. Since then, we've made some enhancements to it to support both appointment and work order scheduling. Chief Solutions Architect James Converse will demonstrate it all, including: Scheduling from a CRM button or from a Work Order in Zoho Creator Scheduling individuals, crews, and equipment usage Easy drag-and-drop interface Google Maps & Calendar integrations
Meeting doesn't link to attendee page
When I schedule a meeting and select attendees, the meeting doesn't not show up on that attendee's page. I think the select attendee(s) would link that meeting to their pages.
Upgrade Outlook PST Files
If you want to upgrade MS Outlook PST file format from old version to new version and increase file size from 2GB to unlimited then you take a help of this article:- Upgrade Outlook from Older to Newer. The article helps you to upgrade MS Outlook PST files free of cost.
What are the permissions of a Standard User versus a Standard Admin
There seem to be many questions about admin vs standard admin and user vs standard user, but nowhere is there an explanation of what users can/cannot do versus admin. I have an agency user who is preparing a mail campaign and saying she cannot assign
Timing of Real-Time SMS / Text and Email Notifications
I use Subscriptions to run my medical business (membership based health clinic). It works great. We also have integration with Twilio to send SMS messages when financial transaction happens. Similarly, customers also receive email messages. In general,
Security update on Mobilisten(Mobile SDK) - Android users
Greetings from the SalesIQ team, We sensed a possibility of a vulnerability that might occur in your app if you use Mobilisten-Android SDK. Read this post to check if it applies to you and how you can prevent this issue. Whom can it affect? The applicability
Custom function to create an invoice from a list of subforms
I want to create an invoice based on the list of subforms created in a custom module. Please tell me the custom function to be assembled. The custom module JSON is below. { "Owner": { "name": "EX NAME", "id": "3872746000000200013" }, "$currency_symbol":
Permission Set for Quote Subform Pricing
When I try to limit the permission set on Subform list pricing on Quote and a user tries to create a Quote it prevents the pricing from populating. Is this a thing?
Mobile device related list
Hello, We use Zoho Creator to make reports on Accounts. On the computer it's possible to see those reports on the account in related list. Why isn't this possible to see the related list on iPad/iPhone ? We really need this for our daily use. Thanks a
Any Changes to Source Data File Requires Remapping in Zoho Analytics
I have set up scheduled imports of various tables from a master Excel spreadsheet to perform various Zoho Analytics functions. The problem I have is that if I make any changes to the structure of the source spreadsheet, Zoho Analytics stops importing
Compound Taxes in Australian version
Hey guys, I deal heavily in WET tax which is compound taxed by GST. Currently the Australian version of Zoho Books does not allow this feature and I have to include WET in my COGS which throws my P&L reports completely. Can you please simply include this
Change "Add Ticket" button text in help center Classic theme
Hello, Is it possible to change the text of the "Add Ticket" button in help center Classic? I would like to change the text to read "New Request". Thanks, Jamie
Now add SalesIQ's Mobilisten (Mobile SDK) to your mobile app using Flutter!
Hello everyone, we are excited to announce that Mobilisten now supports Flutter! We at SalesIQ, strive to provide the best in class experience for our developers. In recent trends, cross-platform frameworks like Flutter that allow you to create apps from
natural logarithm gives wrong result
Hey, just wanted to point out that the "Naturallog" function in formula fields in CRM calculates the wrong result, or at least a result you would not normally expect, when working with logarithmic functions. Hope it gets resolved. Regards, Daniel
Syncing CRM to Campaigns - How do I preload Topic Association?
Now that Zoho has Topic Management, I'm trying to figure out the best workflow for moving CRM Leads into Campaigns. If I just leave the sync as is, then the CRM leads go into my Campaigns without any topics associated with them. Therefore, none of emails
Preview is not available
Can someone pls advise why only download is available in the following page? http://www.myairlease.com/article_170002_STATUS2 Thanks! EDIT It seems it now works(?) but I can't properly scroll through the doc, only the top part of each page is shown. I changed scrolling to "yes" but it didn't work so is it possible for any width/height to scroll down the document? Thanks!
Zoho User Group (ZUG) in-person Meetups
Hello Zoho Community, We're pleased to announce the next leg of Zoho User Group in-person meetups. We're thankful for your overwhelming response to the meetups last quarter. Our teams had a blast meeting you all in person and finally being able to catch
download image on input
Does anyone know of a way to download an image field file right when it is uploaded on user input? I seem to be able to do this with a file upload field but wanted to try to do it with an image file field because I think it would be more useful for us.
add border to a list view
Hi, Is there a way to separate fields with borders in a list view in order to have a more printer-friendly version. Thank you!
While replying to emails, can the previous attachments be automatically added?
While replying to an email, is there a functionality by which the email which we are replying to, if it has attachments, those can be automatically added back? This is a useful feature where if while replying, we add more recipients and they need the
Is there a way to trigger actions in zoho mail to combine multiple steps into 1?
Is there a way in Zoho mail to trigger a set of actions? I.E if an invoice comes into my email (I'm not the accounts person) then I'd like to do the following: 1. Forward the email to our OCR service 2. Move the email into a specific folder 3. Send an
More email addresses for one user
Is it possible to connect a general support mail to all employees of the customer service department and keep personal e-mails? It is important to receive and reply from both e-mails (or chosen mail). If it is possible, how to set it?
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