I cannot "Send for Review"
Please review my account, I am new to Zoho Campaigns... I am clicking the "Send for Review" button but nothing is happening. It doesn't say success, send me an email confirmation... nothing.
Workaround for lack of and/or functionality on forms rules?
I'm trying to build a form that works something like this: The user is given a special code during a live webinar and is redirected to my form at the end of the webinar. The user enters their details on the form, including the session name from a dropdown
How to hide department from Help Center
We have 2 departments on Desk. We want to allow users to view the tickets they've submitted within the Help Center, but only for one of these departments. How do we accomplish this?
Contacts with Multiple email addresses
Is it possible to create a contact/group in Desk with more than one email address in it?
IMAP Sync Should notify user when it breaks
Every time a user changes their outlook password, their IMAP sync breaks. Emails just stop syncing, but on the user's end, and on the admin's end, everything looks like it is still set up. Is there any way that Zoho could notify a user when their sync
Progressive Slide Data Loading in Remote Presentation
Recently I've been having issues with Zoho Show's remote presentation feature. It chokes on the presenter's side. The same can happen on the audience's side too. After trying different slide decks, I realized that the number of slides in the deck makes
{"errors":[{"id":"F6016","title":"URL Rule is not configured"}]}
I need to change permissions on an external share link. Here is my code: permission_id = "59mP5pbPAhe-AfgCh"; header = Map(); header.put("Accept","application/vnd.api+json"); data = Map(); data_param1 = Map(); att_param1 = Map(); att_param1.put("role_id","34");
Migrating Sign documents to Contracts
Hi, We have some signed document in Zoho signed. We want to move from Sign to Contracts. Asan admin or super admin, Is there a way to move document hosted in Sign and signed in Sign to Contracts, so we can manage the contracts lifecycle ? If there is
Multi-line footnote
When you create a multi-line footnote in Zoho, the text is cut-of. Is there a way to change this behaviour ?
Invitation popup - can that be disabled?
The popup that come up when I start a meeting - with the link and so on - is a bit annoying, since anyone who is already invited already have the link. Can that be disabled? I loke the way Zoom does it - there's no invitation popup, but you can get the
Error Sending Email
Hi, When trying to send invoices to my customers, I get this error message. They are not campaigns or marketing, but a tax requirement of my country. Every invoice that I issue I am obliged to send by email to my clients, a range of 60 invoices daily.
Zoho Unusual Activity From This Address
Hello! Using ZohoMail, I am testing my app's backend api and hence, overused the service a bit in a short amount of time, but not over 250 emails per day. Now there's a problem called "Unusual Activity from this IP". Can you help me unblock it?
Prevent webhooks being triggered if record changes are made by api request
Hello! I am currently implementing a data synchronization between my accounting software and Zoho CRM. I have set up webhooks in Zoho CRM that are triggered, for example, when a record (contact or customer) is updated. This works very well. However, I
Q2 2022 - Zoho Sprints
Like the first quarter, the second quarter too had a lot of interesting updates. AWS CodeCommit Integration Zoho Sprints can now be integrated with AWS CodeCommit. This integration helps you to manage your AWS CodeCommit repositories from Zoho Sprints.
Contact Name is Books from CRM
Hi, Is there a way that I can put the attention name in books estimate and invoices with the contact name of my deals in CRM?
Zoho CRM Blueprint for leads and Deals disappeared
I have a serious issue in the CRM in that some of the complex blueprints that govern the sales process have seemingly disappeared? These have taken years to develop and in the audit logs there are no recorded logs of these being removed/deleted. I need
Favicon not showing
I cannot get the favicon to show for my Zoho site about pallet delivery service. I've purchased the business add-on. Does the business add-on need to be purchased in order for the favicon to be displayed, or is there an issue that I am missing? The
Convert Lead to Contacts, what about the linked custom module data from the lead?
I have the following problem. I have a custom module( e.g. samples module ), which is connected to the leads module. In the backend I am able to create 'sample' records, no problem here, but When I convert the lead into a Contact I want to take the 'sample'
Modified_Time In Subform Rows
By The Grace of G-D. Hi, How are you? Right now, There is no Trigger for subform row edits and there is no way to trigger a workflow and a custom function only on subform edit. The only way is to run the workflow whenever the Record (that contains the
error changing account owner
Hi, After I select the new owner, and click the "ok", a error message appears, saying it´s not possible to the action that I required. But all the account data disappear. After that I go to the other user account (the new owner of the account), and some
Where is the Timeline data stored?
And for how long? The Audit file does not include the timeline information and the backup of the entire database does not have it (that I can find, anyway). Please help. Eric Duchinsky Moderation Update(11 July 2024): We have extended the timeline data
Fetch Warehouse with parameters
parameters = Map(); parameters.put("warehouse_id","1111111111111111111"); response = invokeurl[ url: "https://inventory.zoho.com/api/v1/settings/warehouses?organization_id=111111111" type: GET connection: "conn" parameters: parameters ]; with this deluge
Kaizen #35 - API Concurrency
Hello everyone! Welcome back to another post in the Kaizen series. We will be discussing an interesting topic this week - API Concurrency What is Concurrency? Concurrency is the number of API calls that can be active simultaneously in a given instant per user per OAuth2 app. This limit ensures that computing resources are available for all users. There are no time-based API call restrictions in Zoho CRM as the API limits are based on the number of simultaneously active calls. That is, you can make
Recurring Expense OR Recurring Bill
I see multiple topics from years ago (when there was no "Recurring Bill" yet) and also articles in KB to say the difference between Bills and Expenses. But now that we have "Recurring Bill", I'm a little bit confused. What is the suggested category to
Pass connection to use for a function as a parameter
Hello, I basically have a custom function that does some CRM queries on a specific Lead ID. I basically call in my custom function: zoho.crm.searchRecords(....., "THE_CRM_CONNECTION_TO_USE") Since i have a production environment and several sandboxes
Tip #9: Asociación múltiple de registros en Zoho CRM
Tips & Tricks #09 ¡Hola, miembros de la comunidad! Como parte de nuestro Tips & Tricks semanal de Zoho CRM, os ofrecemos un nuevo consejo relacionado con la personalización de módulos: cómo asociar varias cuentas a un contacto, y viceversa. Pongámonos en situación: queremos concertar una visita con una cuenta en la que tenemos mucho interés. Al rellenar los datos de la actividad, sólo necesitamos escribir el nombre de la cuenta para que aparezcan los contactos que trabajan en esa empresa. A continuación,
Zoho Webform suddenly not working on our website
Hi, I have 20 different web forms on our website to capture leads, we create the webform via developer space > webforms in Zoho CRM. I copy the Source code and input this into our wordpress site. For some reason, these forms have stopped working. If a
Issue with SalesIQ/Analytics integration
Hello, I'm facing an issue with the integration of SalesIQ and Zoho Analytic. Our goal is to export SalesIQ data into Analytics, to analyse the people coing to our website. It is a really vluable tool for us. Everything was working well, but one day
Hide fields in Help Center in depending on the layout
Hello, I know that it is possible to configure the field permission for the Help Center. But this is global... We need to konfigure this depending on the layout or at least depending on the department. The agent should see field A all the time but, a
openurl New Window blocked as popup
When using the openurl statement with New Window the browser is blocking it as a popup. I've tested with Firefox and Chrome. Are there any workarounds? Here is the code I'm testing: url = "https://www.zoho.com/"; openUrl(url, "New window");
Campaign Workflow is not detecting Opened email
I have created a Standard Campaign and then a Workflow to control what happens to users who receive the email. We have paths for Opened and Not Opened and a path off the Opened path for Replied To, True and False. For testing we send that Campaign
Use a different FROM email address?
I created a Zoho Flow trial using my account, john@email.com I connected it to Zoho WorkDrive and ZohoMail. I created a flow to send an email to customer1@company.com everytime a file has been uploaded to a specific WorkDrive Team Folder. I want the FROM
Push data to Zoho CRM
Zoho Creator can push Form data to Zoho CRM. Below example steps (and explanation) tell you how to add a CRM lead from Zoho Creator Form. We have created a sample application for this at https://creator.zoho.com/sampleapps/push-data-to-zoho-crm/# . Sign in and click on options (at the top) -> Copy application to copy it to your account. 1. Create a Lead Form in Zoho Creator: Create a Zoho Creator Form with the following fields. (See https://help.creator.zoho.com/By-adding-new-forms.html ) Company
Card Scannerの精度があまり良くないようですが解決策はありますか？
Card Scannerの精度があまり良くないようですが解決策はありますか？ 使用されている方々は読み取り精度は問題ないでしょうか？ 精度の上がる設定やコツはありますか？
How to track conversion of a free service to sale - ideas and experience welcome!
Hello, we have a small selection of devices that we give to customers to trial before purchase. Once the trial is finished, they return the device and hopefully they proceed to purchase the device. We need a process within the CRM to better track conversion
Full Time Zoho Developer/Implementation Specialist Required
Hello all, AXIS Integrated has an opening for a full time Zoho Developer/Implementation Specialist. While we are based out of Toronto, Canada, we have clients located throughout North America. My company is a virtual company meaning no need to come
Zoho CRM Developer Data
I have integrated with Zoho's Oauth flow, have a valid access token and using the right scope to obtain deals data from the records api in v3: const results = await fetch('https://developer.zohoapis.com/crm/v3/Deals?fields=Deal_Name,Probability,Expected_Revenue', {
import past emails into Zoho CRM
Can I import past emails from my gmail account into Zoho CRM so I can see my correspondence record with a person? thanks!
ERROR CODE :550 - #5.7.5 Message rejected due to invalid DKIM signature.
Hi, When using Outlook to manage my Zohomail I receive this message from one of my contacts. How do I resolve it please? Can you keep it simple please as I am not technically minded.
Convert custom module entry into Deal
We're using CRM to manage real estate transactions, and currently use the leads module as it should be for clients. However is it possible to have a custom module (let's call it "offer") that can be able to convert to a deal? It would only need to map
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