Import data with zoho IDs
Hello, I want to import data to desk (create tickets) and have some problems. Problem 1 In my file I have the specific ID for the related ticket data: Contact Owner Asignee ... How can I use the ID? Problem 2 I need a specific creation time, how can I
Ability to modify an idea reporter
A lot of our clients are still very fond of talking to us over the phone or via email. We try as hard as we can to funnel them towards the idea portal to submit their improvement requests so that we can give them visibility and interact with the entire
Paged data from Inventory using Creator api: how to get?
According to Get Records from Zoho Inventory, data from Inventory is paged and has a default page size of 200 matching the behaviour seen in Get Records from Zoho CRM but where as the call for CRM allows you to supply paging information to get subsequent
Canvass and Native Mobile application - Android
Is there any update on this matter? A hyperlink for a CRM, copied from the native web record on Chrome DOES NOT open the native Android application on phone. Rather it opens up a Browser-based instance of the record. This is not the desired or expected
Sending a limited number of pages
I would like to send some pages from my document in MS Word Is there a way to do that?
Vendor Portal
Hey ZOHO! Many of us are recruiters that work with other recruiters (which makes them "vendors" for us) ZOHO Recruit would be an even better app if we could have a module that has all of our Vendors in one place, assigning them to job orders and organizing
"Convert" a blank subform into a regular (sub) form
Other than manually exporting, importing, and linking, is there a faster and easier way to "convert" a blank subform to a regular form (to be used as a subform)?
Provide an option to mark messages as read when deleting them (moving to trash).
I like to delete some messages without reading them, causing the Trash folder to show it has unread content. It would be nice for Trash not to indicate it has unread content. Otherwise an extra step is required to mark folder as read. Thanks.
JIRA Import not available for Zoho One????
Why is the JIRA project import NOT available for Zoho One customers? This seems crazy!
Workflow Rule Not Firing
Hey Everyone, I've set up a sandbox and, inside, I've created a basic workflow rule that should fire whenever an Account is created. This workflow rule should trigger the Test_Account_Function function, which contains the following code. zoho.crm.updateRecord("Accounts",accountId,{"Account
Create tasks on Zoho Projects from Google Calendar events
Hello, we use Google Calendar to define the dates of our meetings. Is there a way to import selected events from Google Calendar where: task name: is event name task start date: is event start date+time task end date: is event end date+time work hours:
Report of the Week - Customer Balance Report
How much do your customers owe you? How about customers with payments long overdue? How much advance payments do you have in hand? For all these questions, the Customer Balance Report provides you with the answer. This week we'll see how to create a customer
Cliq pushes messages to device even though user access is revoked.
We have revoked access of zoho one users. They have still installed cliq on their mobile devices and still receive push notifications from chats they were part of. So they can actually read all the chat even though they are not supposed to have access.
Hide Form Field Labels For Dropdowns
How do I hide the field labels for dropdowns? I can hide for most other field types, but not for dropdowns.
Coupon kopieren / duplizieren / klonen
Bei jedem neu angelegten Coupon fragen wir uns, warum wieder alle Felder ausfüllen, wenn doch die meisten übernommen werden sollen. Bitte zunächst ein einfaches Kopieren ermöglichen.
Delay in viewing goals within Marketing Automation
Hi, I think that there is a big time lack in viewing reached goals within Zoho MA. Can you please verifiy?
ZOHO Reports do not get refreshed
Hi All. We have a module call meetings; reports get generated for this module. I created an entry but the report doesnt pick it up and refresh with my entry. Essentially reports dont get refreshed even when we do a "Run".
GTM don't track zf_* events
Hello. I followed the guide to set up GTM tracking of Zoho Forms. We've set up settings in Zoho Forms, set up trigger in GTM, set up GA variable in GTM and tag in GTM. The form is embedded to the site and have different domains. Form link Site link When
Google Ads and Offline Conversion Tracking
Hi, Has anyone got any experience of using Google's Enhanced Conversion tracking with the CRM, we are looking at using this feature to ensure that our offline conversions are tracked, and have started to move forms, would enabling Google Ads within the
In the response of purchase order webhook there are several statuses?
Hi there, I am stuck in the situation of which status to be consider. As in the response from the webhook on the event of editing the status of the purchase order have several statuses which one to be consider. "order_status": "open", "status": "open",
how to change the name instead of info we want shipmydeal
Hi, Please check attached file .. as in the name i am trying to change the from 'info' to 'shipmydeal' ... how should i change ? and this is the code i have written sendmail [ from :zoho.adminuserid to :input.email subject :"Registration" message :"Thank
Analyze Semrush data with Zoho Analytics
How #ZohoAnalytics can help in analyzing your Semrush data Perform detailed competitive analysis across domains Track the performance of keyword-driven content marketing Measure effectiveness of organic & paid search campaigns Find out more about our
Workflow rule webhook per Zoho CRM environment
Currently I have a Workflow rule setup to trigger on the creation of a new Lead in my Zoho CRM account. Once triggered, with Workflow rule will send a webhook to a specified URL e.g. https://production.example.com/api/v1/zoho/webhook If I rebuild my Sandbox
Not getting cc or bcc emails to myself
I'm been sending out personalized email templates per contact in Zoho for days and have not heard from anyone. I tested it by ccing or bccing myself and I did not receive the emails after about an hour waiting for them to come in. Hmmm?? Are my contacts getting their emails. When I sent one email to myself (no cc or bcc) I got it in a minute or two? Why is the cc or bcc not working?
How to export gmail to pst without outlook - Expert Solution
First of all download Advik Gmail Backup Tool, in order to solve queries like how to export gmail to pst, export gmail to pst without outlook, gmail backup tool to pst, import gmail mbox to outlook and so on. This Gmail Backup Wizard allows you to export gmail emails to PST, PDF, EML, MSG, MBOX, HTML, DOC, TGZ and many other file formats. Get the toolkit from here : http://www.adviksoft.com/gmail/backup.html
Zoho Social is not allowing me to post on my Instagram business profile
Zoho social is working with all my other social networks except for Instagram. Every time, I post it appears the notification: "Instagram Page: Uh oh! This post couldn't be published. Please try publishing after some time." Would you pls help us. T
Update your RingCentral app for continuous access
Dear Customer, This post is to inform you that we are retiring support for older versions of Zoho Recruit's RingCentral app. Kindly upgrade to the latest version before 15th June, 2022 for uninterrupted service. Listed below are the features available
Distinguish contact based on reply-to email address
Hi, I got tenant leads from hotpads.com who sends me email whenever someone wants to know more about a rental property. I gather all those emails in Zoho Desk. The biggest problem for me is, tall those emails come from inquires@hotpads.com. Which zoho
My ZOHO Desk Email Not Working
When I send an to my ZOHO Support email to support@mydomain.zohosupport.com from a test client account no ticket is created. I checked spam and all other views. Let me know what further information you need from me. I can only get a ticket created
Need help with Update field values using Custom Functions and Workflow
Hi, am stuck for a couple of days now, read lots of tutorials and posts in here. Am trying to update a field in Account (Priorit_entreprise) to Contact (Priorit) with this function rec = zoho.crm.getRecordById("Accounts",acctId); mp = Map(); mp.put("Priorit_entreprise",ifnull(rec.get("Priorit"),"")); updateResp = zoho.crm.updateRecord("Contacts",contId,mp,{"trigger":{"workflow"}}); info updateResp; In all the tutorials I read, you suppose to have in your arguments like this : contId = Contact ID
How to convert and email address into an account/company name
I have imported my contacts and a high percentage of them have been left without an account/company name. Am wondering if there is a way i can extract the domain from the email address, match it against the domain on the account and then populate the
add a property to users that was there and got deleted before
Hello, In zoho crm, I had a field for users that was called 'Firm', and it was deleted, then I currently want to add a 'Firm' field again to the users, but when I try to create it I get a message Duplicate field label found. Enter a unique label. but
Tying two leads from the same company together
Is there a way to tie two leads from the same company together so that if one converts they're both turned into contacts?
Zoho CRM: Can I make My Accounts visible to all organization members
Folks, I'm a Super Admin member, and would like to let all my account list visible to my sales team (aprox. 3.000 accounts), so they don't need to create this accounts again. I couldn't find a way to do so. Any tip, please? tks!!
May I ask why the user requests to increase usability and retain their subscriptions, are not being met?
I am a new and a rather concerned patron - reading through all the posts in Books, it seems many problems with the software have not been addressed, yet others, which are not a priority, are. Akin to serving soup instead of fries. A six sigma/continuous
Are goal criteria in Goal condition limited to 3?
I want to define a goal ( e.g. demo request ) , and we have 5 languages in our site. Therefore I need to be able to 'or' 5 'Visits a particular page' cases. Seems that I am limited to 3? Is that correct? Will it be extended in the future?
Adding geolocation to an Account Billing or Shipping address
Hello, We plan to share some accounts, with the logictics, and one request is be to share the geolocation of our client : latitude and longitude. I couldn't find a way from inside the CRM how to find or calculate these coordinates. I guess external service could be used, and data updated when adding or editing an Account. What service do you use to get gelocation from an address saved in the CRM ? Do you have any suggestions ? Thanks !
Zoholics 2022 komt eraan!
Beste Community leden, Klaar om meer over Zoho te leren en het gebruik van je Zoho apps naar hoger niveau te tillen? Dan is dit de kans. Op 27 september komt Zoholics, hét Zoho event van het jaar, weer terug naar Nederland. Tijdens dit evenement is er
How to create a new Deal from workflow
Hi, Is it possible to automatically create a new Deal for a particular customer after it's current Deal has been Closed/Won. I have reoccurring customers and I would like to automate the creation of new deals every time after the job has been completed.
Mail sent to outlook going to junk
Every time we send an email to a customer using outlook it is going to the junk folder. I have been trying to resolve this for some time and keep getting the same answer, that there is nothing else we can do and everything with our email is fine but its
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