Fee to Use Zoho CRM
What level of service do I have to pay for to use CRM?
How can I automatically change lead status when I send them an e-mail?
Hi! I've just started using ZOHO CRM, and I would like it to automatically change lead status when I send them an e-mail. How can I do that? I've looked a setting up macros, but then I have to run the macro every time I send an mail, and that's not useful.
Change lead status when email or call is initiated
I'm new to Zoho and trying to configure it to work with our sales process. As new leads come in, I put them into the "Not Contacted" status. I'd like to updated the leads status to "Attempted to Contact" automatically as soon as my sales rep initiates
ZOHO Desk permission based access for specific knowledge bases for agents
Hello Zoho, I'm trying to setup 3 levels of support reps, Level 1, level 2 and level 3. I want level 1 to have access to some knowledge bases, level 2 to have access to more and level 3 to access them all. Is this possible in zoho desk? Thanks, Sam
Ways in which marketing agencies can simplify their email marketing strategies
Those associated with marketing agencies know how difficult it is to meet the needs of all their clients. This includes managing all the email marketing activities — planning content, designing templates, obtaining client approval, studying analytics,
Yubikey support in Zoho Mail?
I currently have two accounts on Protonmail - one personal and one for business - but I'm getting fairly annoyed at some longstanding bugs in their mobile client and I'm looking to switch. I also want to use Yubikeys (something PM has long promised but
how to add Per hour booking ?
How can I add the Number of hours in the booking form where the user can select the number of hours and prices are charged per hour?
Missing modules
I am missing some module that documentation states should be included in our Vertical CRMs. The modules that are included are listed here: https://www.zoho.com/developer/help/build-vertical-crm/customization/standard-fields.html However, in my console
Outgoing email nog working
Hi, I can't get my email to work in Bigin. Incoming email comes in fine but I can't get it to sent and it gives me this message (dutch version): Fout bij verzenden van e-mail Maybe it is because my incoming and outgoing server are not the same and both
In the latest version of the Bigin Mobile app, we have brought in support for 'Email-In' feature.
Hello, In the latest version of the Bigin Android mobile app (v1.4.13) and Bigin iOS mobile app (v.1.5.2), we have brought in support for Email-In feature. The records in the Pipeline module (Deals) are the actual work for a user in Bigin. However,
Allow for region-appropriate terminology / field labels, eg. POST(AL) Code instead of ZIP Code
Dear Zoho / Zoho Commerce, Please allow for regionally appropriate labels to be used! See screenshot attached here, which is specific to the Zoho Commerce checkout, as we are currently doing some test orders for a site in development, however this topic
Zoho Mail - replaceAll() Regex Script
Hello! I am trying to apply the regular expression /<.*?\>/ in a Zoho Mail script with the replaceAll() function. It never seems to work even though I can do it just fine on for example JSFiddle. My goal is to replace all occurrences of <whatever text
Organisation Storage - Storage Consumption by Users - How to identify Files taking up storage usage
Hi, In the Administration Settings, Data Administration > Storage > Organization Storage, we can find a list of which user (staff member) is consuming the the space of the allowed Storage (3gb) however, there is no option to click to further identify
Updating Client Tag with Workflows in Bigin
I have been trying to update the client tag through workflows. Set up is as follows: Opportunity hits specific stage>Update Tag on Opportunity When Tag is Updated to Specific Tag on Opporunity>Update Checkbox Field on Client When Checkbox is selected
using sum not working on one sheet to add numbers from different page.
Hi. I was looking after any help what I'm doing wrong, One way what I found =070622.C35+080622.C35+090622.C35+100622.C35 Not working =SUM(C35;070622.C35;080622.C35;100622.C35) Unfortunately this also didn't add the numbers together. Any idea pleas
Formatting Changes in Documents Uploaded
I uploaded two documents two days ago from Drop Box to Zoho Projects. Both are Word documents. Once uploaded, the formatting was altered. When I went back to look at the documents in Dropbox, they are perfectly fine. Do you know why a Word Document can loose it's formatting from Drop Box to Zoho Projects? What can contribute to this? How do I ensure this does not happen again?
Unable to join meeting because websocket is not connected
I am using zoho meeting through a proxy server according to the network configuration, but I cannot join the meeting because the websocket is not connected. 1. Normal response when connecting without going through a proxy request) GET wss://con-sg10.zohomeeting.com/1015690901/9593547/1833968000001323005
JotForm - Zoho CRM integration for Calls
Hello! New to Zoho here. What I'm trying to achieve is to schedule a Call in Zoho CRM from JotForm's Appointment widget. First attempt: I tried with the Zoho CRM integration inside JotForm to send the field information to the Call module. Created a separate
True Sync not working on macOS Monterey
i finally got true True Sync to load and work with macOS Big Sur. i have installed the latest OS (coming out next month) which is macOS Monterey and True Sync is again failing to function properly. i could see the icon but it would not show the folder
Show data from Zoho CRM on external website
We have a portal for our company set up on a website. Here out clients can login and get different kind of information, downloads etc. - Fairly simple. We also want them to be able to see simple info from our Zoho CRM like number of new leads etc. Does
How can I use a lookup field to lookup data in 2 different modules?
I have two modules "contacts" and "agents". I have a lookup field named "referred by" which could be either a contact from the "contacts" module or a contact in the "agents" module. Is there a way for me to have the lookup field look in both modules?
Community Digest - May 2022
Announcements Checkout the enhancements made to the integration of Zoho Campaigns with Zoho CRM Introducing Direct Feedback on Zia's Recommendations to enable relevant recommendations Now, customize how you sort your picklists values in CRM Users of
Dynamic personalization in Zoho SalesIQ
In today's time, technology and communication drive business growth and determine how we interact with one another. Indeed, it isn't easy to imagine how we all functioned before integrating our smart devices and constant connection via the internet and
Important: Update to the Dropbox integration authentication model
Hello, This is a formal notice to all Zoho Sign customers using the Dropbox integration for automatic cloud backup and to import/export documents. Dropbox has recently updated their authentication model and their new model will support backward compatibility
Export Quote as XML file
Hi, We are considering using Zoho Quotes. Currently the only options for producing the quote is to produce a PDF, print or email with PDF attachment. We would like to option to produce an XML file and save it to a file folder. This will allow us to
Task delayed
When a task was delayed. How to notify users? Would it be possible to add "late" status and expire on expiration date to notify the user and change to status?
Get records in ascending order of modified date
Hi, I am using below URL for getting Accounts records "/crm/v2.1/Accounts?sort_order=asc&sort_by=Modified_Time" I am also setting a "If-Modified-Since" header to get records modified after the specified date. But I am getting older new modified date
Issue with Read Related List Email Content Using Deluge
Hi Team, I am trying to read all the associated Emails from the Zoho CRM Contacts. I am using to read the Email List using the below API. https://crm.zoho.com/crm/v2/Contacts/4717204000004249076/Emails?type=5 I got all the emails(Sent from CRM and IMAP
Copy Info from Zoho CRM Subform Row to create a rercord in Zoho CRM Custom Module
Hi, I currently have a Zoho Form with Subforms passing on its data to Zoho CRM Contacts module with subforms. The issue I am battling with is how to Copy Information from the Zoho CRM Subform copy it into a new record in the Zoho CRM Custom module I
Ask the Experts: Live Q&A on All the New Updates in Writer 5
Welcome to the Ask the Experts series. This is a new initiative to provide a platform for our users and the product experts to exchange thoughts about the product, and interact with each other better. To kickstart the series, we're hosting a live Q&A
Zobot - Codeless Bot Builder Question
Hi, Currently we just have live chat in place with a trigger and that creates a lead whenever a visitor enters their details within the CRM - We are happy with this and would like to retain this going forward. With Zobots - Codeless Bot Builder, will
Add tasklist umder tasklist
Hi, When I have a task and several sub-tasks with different owners and durations. I don't want to assign the top task to anyone because I have several sub-tasks owners, but top task appears on the reports as unassigned. Is it possible to add a tasklist to another tasklist in order to don’t specify owner and duration of the top task?
Error message function 'Value is empty and 'tolong' function cannot be applied at line Number 7'
My workflow (see attachment) is triggered as soon as the expected weekly turnover is changed in the companies module to an amount higher than 0. After that, a function (see attachment) must ensure that this amount is copied to the registrations module.
JustCall SMS
Hi everyone, does anyone have access to a plugin for JustCall? I want to be able to put a 'Send SMS' button in the modules that access JustCall and send the SMS out. I also want to be able to add a section in the modules that house the sms messages and
Custom function - Send email daily on specific status
HI, Since we cannot having a workflow rules occuring every day, we would like to create a custom function sending a template email to the prospect owner if the status of this prospect stayed at "Not Contacted" after 24 hours. We want this email to keep
Helpdesk Not Working
For 24 hours, the Zoho help desk isn't working. Any action I try to take to respond to a help ticket, I get the message, "Unable to process your request." Is anyone else having this issue? Any solutions? Thanks,.
Custom Function to get Time Zone from Google Cloud
Guys, wanted to post what I had to do to get my time zone filed (custom field in my leads module) to go out and get the timezone based on the zip code of the lead. 1 Create a Google Cloud Account 2 Create an API Key and also make sure API functions for geocode and timezone is added to your account 3 Create a new custom function with 2 params: leadid (string) zip (string 4 Look up the ZOHO API object names (2nd column) in zoho, using these links below, note the names as you will put those in step
You can't change the color of zoho-created charts
It's one thing that you can't change the colors of the bars in a chart you create in Reports or Dashboards. That is weak - every other data visualization app allows for that. It's another thing to do what is shown in the screenshot I attached - two components
IMAP blocked
I have an account "mohamed.bakr@infinitexgroup.com" that has the following problem: Block Type: IMAP blocked. Suspicious login activity.
Auto Approve Project Timesheets after n days
We have a requirement on certain projects to Auto approve Timesheets after 5 days if they haven't been approved. What would be the best/simplest way to achieve this? A Blueprint or something else? Thanks
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