Has anyone integrated with Five9
The title says it all - has anyone integrated with Five9 virtual call centre?
Comments on Tasks
I do most of the task creation and assignments in Zoho as the PM. When I add a comment to a task I created, the person assigned to complete the task isn't getting notification that a comment has been added, even though they have comment notification via email turned on. How can I make sure they see the comments I add?
Summe eines benutzerdefinierten Felders anzeigen
Wir legen ein benutzerdefiniertes Feld im Artikel an, das in den PDF´s ausgegeben wird. Jetzt möchten wir die Summe am Ende des Belege sehen. Bitte ermöglichen.
Sending email from Potential does not update modified time
I am used to sort potentials by modified time. Sending email is definetely a time of operation that "touches" potential. So it must update modified time column so that potential sorting is right. What do u think on it, dear Zoho developers? Regards, Max.
CRM Charts - Underlying Data
If I have a chart on my dashboard and click on it, the information shown is very limited. Is it possible to customise what fields are shown on the underlying data?
Display name not showing
Sent emails are showing up as hello@[domain] instead of displaying actual human's name. Send Mail As display name setting has been changed to reflect name but doesn't seem to matter.
Commission Calculator
I am looking for some help with calculation commission for my business. I have a Form called Policies and a form called Renewals For each policy, there will be 1 renewal each year, and commissions are paid on the total premium of the renewal. However,
Import items
Hey guys, I have quite a few items which through mistakes in my own coding have name with big spaces in between ! I have exported them to sheets, tidied them up & re-imported them. When I look at the name description all looks fine but when
Unified telephony in Zoho CRM Plus
In any business, managing calls with the prospects or customers is an integral part of a salesperson or a support agent's daily life. They have access to information about the customers within Zoho CRM, and they also use a suitable PBX service to communicate
Enable setting up of Email Group subsets/segments
Enable members/addresses in Email Groups to be allocated to segments/subsets within the group. At the moment if one Email Group has 100 members and I want to send email to (say) 20 of them I have to set up another group with those 20 members. Enabling
Prélèvement dans Zoho Inventory
Un prélèvement est un document attribué à un responsable de la préparation des commandes en entrepôt qui présente les articles et leurs quantités à prélever dans un entrepôt pour exécuter les commandes. Pourquoi avez-vous besoin d'une liste de prélèvement ?
Show specific and hide fields based upon selecting Dropdown Field
Hello Zoho Support, Is it possible to do this show and hide fields based upon a dropdown field on the ticket form? https://help.myeg.com.my/portal/en/newticket Kindly refer to the gif image below for your information, the example below form is not a
Unable to open Zoho desk
Unable to open Zoho desk
Zoho CRM/Books Integration is Terrible
The integration between Zoho CRM and Zoho books is terrible. You can create a quote in the CRM, but can only "convert" the quote to in invoice in the CRM invoice module. To actually get it into Zoho Books, you have to create a new Quote in a different
Zoho Invoice for designers
Hello everyone, It is a well-known fact that cash flow can be a real issue for freelancers, if they do not receive timely payments. But, this can largely be avoided if they have an efficient invoicing system. Invoices, payment reminders, and time-tracking
Sync from Campaigns to CRM
I have the new sync integration model set up. pushing data from CRM to campaigns works well & nearly instant, all good here: - I'd typically see a new record in Zoho Campaigns 1-2 minutes after it was added to Zoho CRM module - CRM record's custom fields
Free webinar: File management and content collaboration in the hybrid workplace
Hybrid work, which combines traditional in-office work with remote work, might help you achieve a perfect work-life balance. The primary advantage of hybrid work is the flexibility to work at any suitable time and place (anywhere in the world) on
Need my ZB code
I have just transferred my domain today to godaddy, therefore would need a ZB code just to add the Cname. All the emails are not working now and i dont wanna delete the domain and readding it again. thanks!
Zoho Bookings creates Contact record in CRM with no phone number
Small but annoying issue. When using the built in integration between Zoho Bookings and Zoho CRM Contact The integration creates a Contact record but only populates Name and Email. It doesn't populate the Phone number field.
Unit price is still visible
Hi, my problem is, that I have changed the Unit price in the products to "Don't show" and in the Ticket the Unit price is still visible. I don't know what I do wrong or what setting I have missed. Please give me a hint. Thanks in advance. BR
Filters are now supported in the latest version of the Zoho Desk Android mobile app
Hello, In the latest version of the Desk Android mobile app (v2.5.1), we now support the option to filter the ticket listing based on the criteria such as Department, Agent, Status, Priority, Channel, Received in and Due Date. Please check the GIF below
554 5.2.3 MailPolicy violation Error delivering to mailboxes
I keep getting this error from SendInBlue..... I already added it to our SPF. I'm not sure what else to do.. it works when sending to any other domain, just not when receiving to Zoho. Thank you.
Sum value from Json response
Hello, is there a way to get the sum of all qtaconsumption values in the Json response below with a function like sum() instead of having to do a for each loop to sum each value? Can't figure a way to do it with sum(). {"historyQuota":[{"time":"2022
Comment tester les campagnes qui ne peuvent être modifiées ?
Avec zoho campagne il est impossible de modifier une campagne dès que celle-ci est lancée. Pourtant il est nécessaire de pouvoir modifier fréquemment suivant le résultat de tests successifs pour améliorer les résultats. Comment faire pour concilier les
Mail Merge and Multiple Contacts or Accounts
Occasionally, we need to print a list of contacts from an account or a list of accounts of a particular type with contact information and addresses. I would like to set up a mail-merge template that does this, but I can only get it to produce one contact
Stripe Terminal Integration with Books
Hi. I am trying to figure a way to get my Stripe WisePOS E Terminal to integrate with Zoho Books. I want to be able to click submit invoice, and have the Terminal grab the amount due. Then mark it as paid. I wish they had a POS app. If not, does
How to ad zoho CRM contact tags automatically with zoho flow?
Hello, Below is an image of my current flow in zoho flow. I want to know how to ad tags to the contacts the flow creates. First I will explain how the flow works. STEP 1: Calendly send info to my zoho CRM and creates a contact every time I get a calendar booking. STEP 2: Create Create or update contact STEP 3: Fetch the same contact information STEP 4: Create a deal (that automatically places it in the proper place on my sales pipeline) STEP 5: Take the same contact and add it to my zoho campaigns
Introducing Issue Reports at an Org Level
In addition to the reports on projects, tasks, and timesheets we have recently implemented reports for issues at an organization level. This report displays the number of issues across all the projects using various criteria such as Status, Assignee,
Unable to fetch bank feeds due to Open Banking update
I'm seeing the following in my feeds, and wonder if there's an estimate on when this will be complete? We are unable to fetch bank feeds from this bank as they have asked our third-party banking service provider to migrate from the existing platform to
Error code 2930 : unmeaningful message
Hello, I wanted to get a specific record from a report in Zoho Creator with a function in Zoho CRM. I have created a connection and used a simple zoho.creator.getRecords(with arguments). The response a got from that was a : {"code":2930,"message":"Error Occurred. We are sorry for the inconvenience."} Function executed successfully Is it possible to understand where this error comes from so I can efficiently correct the source code? Thanks
What will happen if we deploy two Zobots/Chatbots on the website?
Hi everyone, The chatbot is a powerful tool to automate customer interaction on your website. But, what will happen if we deploy two different chatbots on the website? If you've deployed both answer bot and Zobot on the website for the same flow, then
How to write empty utm parameter values into Zoho crm
Hi, I see that when I submit a form from a page without utm parameters the old utm parameter values (from a previous submit) are still visible in my CRM. Is there a way to overwrite the old values with an empty value in case the url doesn't have utm parameters?
Delete Users and Related Syncs
Hi, please help me delete the account lauren@edupassport and all syncs that were created by the account? Thank you
Inventory Management in Zoho Books
Hi Zoho, I have an issue with Inventory Management feature, let me explain: - We buy a product at Cost “C” - This product is being sold to different end users at different prices P1, P2 and P3. Question#1: Should i enter this product cost and price in
Time Log Daily Reminder for previous work day
Settings >> Task & Timesheet >> Timesheet Settings >> Time Log Reminder >> Daily Reminder We would like to setup this Time Log Reminder to be sent out every morning for the previous day missing or incomplete time log. Right now not able to find any option
Custom Percentage Formula as Data Label
Hello, I have a chart with 2 lines from 2 different custom formulas. One shows the $ amount of sales from our Top 5 Customers and the other shows the $ amount of sales from our Top 10 Customers. Right now the data labels just show the amount spent. I
How to attach a pdf in an email - Zoho CRM
Hi, I have a campaign to request for a whitepaper and I want to link to that whitepaper pdf in the thank you mail I send. Unfortunately I do not understand how to do this, and were I need to store that file so that all people can access this pdf. Should
Activity report that shows email data sent from IMAP linked accounts
Is it possible to produce a report of IMAP email activity? Since moving across to this method of tracking from the outlook plugins I've seemed to have lost the ability to monitor email activity by report. Rather than drilling down into the contact/lead.
Can an opportunity have multiple owners?
We have salespeople who team up on an opportunity and will split the revenue. I want it to show up in both of their pipelines/funnels. If there is another way that I'm missing, please let me know. Thanks
Google Ads ROAS based on lifetime value (or totale revenue generated by the customer)
Hello, we run a B2B business and we are using Google Ads to reach new customers. We'd like to calculate our campaigns ROAS based on customer LTV (lifetime value). Let's make an example: a potential customer contacts us after clicking on a Google Ad: a
Next Page