Each 15 days send mail
I have a contact lsit and I want to send them mails. Case:Each 15 day send them a mail but not send to mail who was in the list which are in the first 15 day list. Example :Today I have 45 contact and I send 45 contact email after 16th day I have 54
User can create custom headers and organize Channels and Conversations within their personal Cliq sidebar
It would be very helpful for individual users to be able to create and sort your channels and conversations into custom sections within the sidebar. This would allow users to organize conversations in ways that is tailored to them— whether they’re sorted by
Integrating Connect time logging with People timesheets
My users love the ad-hocracy of Connect Boards. I love the rigor of the Client\Project\Job hierarch of People Timesheets We need to start tracking time. I'm looking for ideas on how to use Boards for the time logging, then push it to People for all the
How to assign different products to different users?
Hi Guys, We have a demand that only certain products are visible to certain users. The rest of products are not available to choose in the quotes and sales orders modules. Any idea to work this around? Thank you very much in advance.
Tips & Tricks #06 Zelfservice voor klanten inschakelen
Beste Community leden, Lang wachten is nooit leuk, zeker niet als je met een probleem zit. Ook al bied je de beste service, jouw klanten zullen ontevreden zijn als de wachttijd te lang is. Daarom delen wij vandaag een tip over het inschakelen van zelfservice.
My Email Id is showing invalid
Hello Everyone I'm the employ of Manibhadra Fittings and I want to do SEO for my company but the Email Id is showing invalid in many social media apps
Cliq Mobile - Status Indicator
Within the mobile app on devices such as android or apple cell phones, is there a way to easily identify if someone is "At Work (In)" or "Away (Out)"? If I go into settings->Personalize->Sort Contacts by Status nothing really seems to change and there
Spotlight series #3: Create uniform presentations with Show's font library
Hello everyone! We're back with another Zoho Show feature in the spotlight. Imagine this: An IT company is holding their annual performance review. The event organizer is putting together slides from different departments for the presentation.
Issues with Apple silicon M1 chip macbooks
Using m1 air and getting below issues. 1. Can't able to change/apply the filters or effects from day one I am using the app. The feature works great on windows but not on the m1 chip MacBook. 2. Cliq app stops responding when the MacBook awakes from sleep.
Hide Products from Sales users.
Dear Zoho CRM Team, Is it possible to hide products from users or user roles? We would like to be able to add vendor products so they could be linked to purchase orders, but we don't want the sales team able to use the products on an order form. Is it
Can you revert a Contact back to a lead?
I have a new user who imported a lot of lead data in as existing contacts. I am trying to get people to follow the process but this kind of side-stepped everything and now my reports don't work for following up leads... Thanks in advance for any gui
when select single record and generate(button) working fine, but when selects multiple records and click on that button not working the same.. issue..
Hi, On report page just next to delete button i have added button called as Generate and it is working fine when selects one record and click on that button but when i select multiple records it is not working same as when we select single record. So,
Error on update task
Hi, this is the code quest_order_record = zoho.crm.getRecordById("Quest_Orders", ID, "mycustom");// info rec; doctor_name = quest_order_record.get("Doctor_Name1"); info doctor_name; mp = Map(); mp.put("Doctor_Name1", 4594870000020569119); info mp; update
Les vues personnalisées dans Zoho Projects
La personnalisation de votre projet le rend unique et vous aide à mettre en œuvre votre propre perspective. Au-delà des vues prédéfinies, vous pouvez désormais créer vos propres vues personnalisées pour les projets, les tâches et les problèmes, selon
Zoho CRM E-mail missing
Hello there, the issue is pretty simple but incredibly annoying for us. Basically we can't see ANY e-mail we sent from zoho crm. As you can see in the picture, there are no e-mails but there should be plenty and...It's the same in every contact page.
Lookup Fields - Word of the day #65
The lookup field helps in establishing a relationship between different modules (linking two different modules: e.g, Accounts with Contacts). For example, say some of your contacts refer more leads for your business. You want to know which contact referred
Save button in resources does not work. Zoho Calendar
The save button does not work when we add a new reservation or we want to edit an existing one
Can I stop my calls being archived after 120 days?
Hi ZohoDesk Can I stop my calls being archived after 120 days? We like to try and understand how the number of calls and our response times compare year on year. This doesn't look like it is possible to report on this if calls get archived after 120
View tickets from other users is enabled but disabled for a given User the Help Center is confusing.
Hi ZohoDesk, If you turn on the "Customers can view Tickets of other users in their account" and subsequently disable the default setting that turns this on for all so only certain users can see all tickets..... The Help Center becomes confusing. There
Sell on the Go with Zoho CRM
Sales are all about closing deals and generating revenue. It is not something that can only be accomplished by making calls or sending emails from a desk. Many times, you have to travel as well. When you are on the road, you will need a CRM mobile application
modify or delete a matched transaction
Hello I would like to change some incorrect manually added and matched transactions. All the information I have found posted in the forums does not seem to work for me. Can you lead me through it? Thank you!
Having trouble with the Node JS SDK Version 2
I am suddenly getting an error: UnhandledPromiseRejectionWarning: TypeError: responseObject.getFields is not a function. I have never had this error before and my customer portal app has been running perfectly for weeks and now it suddenly just broke
Custom Function to create invoices from Desk's TimeEntry
I need to develop a custom function that takes the total time spent by our agents and turns it into an invoice I started with this: orgId = xxxxxx; response = zoho.desk.getRecords(orgId, "agents"); agentes = response.getJson("data"); rec = agentes.toJsonList();
What is the agent queue?
There is a menu option in my Desk account that is called the Agent Queue, but I can't find any info about it. What is this feature? Thank you for your time.
Is there a way for users to be detected when initiating a chat or ticket?
We have a client-facing website (wordpress) and use desk for support. Is there a way for zoho desk to detect who they are and not force them to fill out forms? Or if we could have desk look at the Wordpress database to determine who the user is?
CRM - Integration Tasks will Consume API Credits [2]
Hello everyone! As you all know, we meter the API calls based on the credits available for your edition of CRM. We planned to include the integration tasks (which are nothing but the wrappers for CRM APIs) under the API Credits. Here is the related post.
Zoho Campaigns' signup forms have just got smarter!
Are you seeking ways to grow your contact list and drive more revenue to your business? Stop seeking and start trying our updated sign up forms. Why Signup forms? Don't miss out any of your contacts who want to hear from you! Sign up forms provide an easy way to get in touch with your contacts by their explicit consent of receiving email communications from you. It's a smart way to talk fast to your contacts. Here are some things to know before you take a look at the updated sign up forms
Import Sub Module on Custom module
I have create a custom module. This module have a head fields and some row elements. For the row element i have use a Submodule. It works but i can't import or export datas for sub module My Excel's file has X columns for head and Y columns for SubModule
Having Issues with Zoho Campaigns Workflows
I am having issues with my zoho workflows. Once my leads have entered the workflow, some are completed while others ignored(meaning now believed). Does anyone know why this may be?
Submit to Client Email Not Working
Hello, When I go to submit a candidate to a client, it appears the email to the client is no longer working. Is this going to be addressed soon?
Problem migrating Account Owner with Accounts from other CRM
I am trying to migrate account data from another CRM using the Data Migration function within Zoho CRM. The Sales Rep field in my source data is mapped to the Account Owner field in Zoho. However, the data does not migrate and I am alwys listed as the account owner. I have tried 3 accounts using 3 methods for Account Owner Id – User Name, Zoho User Id (zcrm_3...) , and email address associated with the user. Users were created manually within Zoho. The migration completes successfully but always
Connect Remotely - Save Time and Money with Zoho Assist
Our world has already become a lot more virtual than we realize consciously. It moves quicker than ever with amazing capabilities. It doesn’t matter if the work scope is personal and professional, the world has become accustomed to the speed with so many
ERROR - Calculate Hours Remaining p/Day
I am trying to use the query to calculate the number of hours needed p/day based on the number of hours left on a job and the number of days until its due. This is just part of the total query I am writing The problem I am having is that when I code to
Unable to import data from Azure SQL due to unsupported date format
I am having trouble importing data from Microsoft Azure SQL Database. My tables have a column of datetimeoffset(3) type which Zoho doesn't identify as Date. If change the Data Type to Date manually, it will result in the following warning: "The chosen
Zoho custom Email Issue
After doing each and everything according to zoho Guide I setup Zoho TXT, MX record point address inside my cloudflare DNS, but I'm not still getting any email, from Sender side email has been sent but not received yet inside Zoho mail box. What's the
Zoho People Newsletter - March 2022
Hello Everyone! I hope all of you are doing well and staying safe! Zoho People's latest newsletter is out now! Check out our March newsletter to know everything about Zoho People's latest features, upcoming features, webinars, nifty HR tips, and many
Is Zoho mail better than Gmail?
I am an employee at Veraizen Earthings, I want to know that how Zoho mail better than Gmail and is it free for business use.
Subform Aggregate Formulas
I have a CRM subform with an aggregate sum at the bottom called 'Total Units' I want it to exclude units from the sum if they are of a particular type and show these on another aggregate sum. I can't fathom how to do this. Within the aggregate field
Button that passes CRM Record to Creator Form
Hi I want to create a button that takes a CRM record and imports into a Creator App. If I understand this correctly, I need to write a deluge function that: 1. Collects the record 2. Creates a Map and Map fields from CRM to Creator 3. Send that over to
Not able to send email
Hi for the longest time I have used my gmail to receive my email from Zoho, then I use my Gmail to respond without a problem. A few weeks ago that stopped working and now again. I cannot send out of gmail account although the settings all seem to be correct.
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