Some features for ZohoSIQ
Hello I can't find an answer for my questions and would be very appreciate if you help me We integrated SalesIQ in our paid product So features that I can't find: 1. Is it possible to provide such flow: client asks some questions and we automatically
Converting any shape to 3D image like cube in Zoho writer and Zoho Show
Hi Zoho team, I was wondering to know if converting all the 2D shapes in to 3D shape (same as cube) is possible in Zoho writer & Show is possible or not. Kindly confirm. Thanks. Shriram Deopurkar
How to customize CRM activity (task/meeting/calls) pages?
Hi, how do I customize the details shown on the CRM meeting detail page? It doesn't make sense to me that other module views can be customized, but this one can't?? I have specific meeting details that need to be shown on the screen during the meeti
Zero in on your unattended records through time-tracking filters
Hello folks, It's that time of the week again, and here's another handy tip for you. You know advanced filters have plenty of benefits, and using them has always helped you get valuable sales information in double quick time. Here's another useful filter you can use, which will ensure that none of your leads are ignored. You're a sales manager who's relying on your team to give you a number of leads. While your sales reps work hard on generating and converting as many leads as they can, certain leads
Can I customize the interview type fields?
What is the different between General Interview and Internal Interview? I would like to delete or add some customize fields. coz this long list sometiems confused my consultant and accidentaly chosen the wrong interview type. kindly let me know. thanks!
How can I get the total number of records of one of tab by Deluge script?
I'd like to fetch all of the records to one of tab (custom tab) by zoho.crm.searchrecord(). But this function is able to fetch only 200 records at one time. So I need to call this function several times. For that I need to know how many records does the
Improve campaign open/ response rate.
Hello, Was hoping you could give some advise on how to improve our open/ response rate. We have already read your article about subject line & sub header and made some changes, however anything further would be helpful. Thank you
Olvide la contraseña del superadministrador
Hola buenas tardes, olvide la contraseña del superadministrador, cuando le doy en olvide contraseña, me dice que la envía justo a la cuenta que no recuerdo la contraseña. La cuenta es: administrativa@kalualimentos.com Quedo atenta, muchas gracias
What is NOT and OR logical operators?
Hi all, new to deluge. What is this logical example means? Two Conditions with NOT and OR logical operators? ! (a>1) II (b<10) How does this differ from OR logical operator (a>1) II (b<10) The examples in Zoho Help doc text explanation are the same "implying
Storing passwords and api secrets on zoho creator
Hi, I'm fetching information from an external API .the user name and password for the API authentication different for each Zoho user. What is the right way to store user/password information so i can use this for the logged in user? Where should i store
addRecords api of Zoho Recruiter
Hi I have used the addRecords api of Zoho Recruiter and Module is Candidates. But When I hit the Api with xml format as per document then I have received the below error: Sorry, we're unable to process your request. Please try again or contact support@zohorecruit.com
How to Automate Ticket Creation
I want to be able to have an Onboarding Process be Automated. So basically when they choose a specific request type from a dopdown field, in this case onboarding, I would like there to be either 3 seperate tickets created, one for each agent or department
Ticket system on wordpress website
I want my website user get option or form to submit feedback OR queries which will create tickets. my agents will manage ticket and provide support from zoho desk
Number of parameters is more than specified
I'm trying to search for a especific file on my entire team folder, using the search[name] query parameter on the URL, through an API call on zoho Creator. The problem i'm getting the following error: {"errors":[{"id":"F6012","title":"Number of parameters
Select multiple values under a single filter
Hello, I am trying to filter my clients based on their location and some of my clients have multiple locations. How could I filter to view a list of all companies that could be either say UK OR France based? As of now, I can only filter one country at a time. Regards,
Workflow to create Meeting
Hi community! I have a Date/Time field in Leads called 'Meeting Date'. When a user edits this to contain a value, I would like to automatically create a Meeting assigned to the Lead. The Lead Owner should be the Host of the Meeting and the 'Meeting Date'
Mail is going directly to Trash!
When I am checking my mail on the computer, my mail is going directly to the Trash. It started three weeks ago when I noticed that 1 or 2 pieces of new mail were showing up in my Trash, but the vast majority of my mail went to the Inbox. That ratio gradually changed, and now - three weeks later - all of my received mail is going directly to Trash. Well ... sort of "directly". If my Inbox is open (computer), and I am looking at it when mail arrives, the new mail flashes into my box and within 1/2
All your activities, now under a single tab.
Customer service is not just about sending out appropriate responses to customers. There's a lot more that happens between the threads of a conversation, and this involves coordination between agents and other team members. To help track these behind-the-scenes activities easier, we're introducing the Activity Module in Zoho Desk. The Activity Module lists all your calls, tasks, and events in one place. This makes it easier to plan your day based on the activities you have lined up. This is especially
How to call an API with oauth2 in script
Hello everyone, I've a problem and can't figure it out and can't find it here or somewhere else on the internet. I would like to call an external API that requires oauth2 authentication within a custom function in Zoho Creator. How can I achieve this?
postURL Function
Hello and thanks for reading. I created a Zoho Flow that needs to execute a postURL function as its last step. For some reason, I am not reading the documents correctly when it comes to formatting. I assumed it would work similarly to invoking a URL where
What system of POS integrates with ZOHO inventory to use at trade fair?
I cant seem to find anything useful on this. So here is my problem- I go to a trade fair for 3 days, and I sell things face to face ( I normally only sell wholesale or online via Shopify to end customers at full retail price).My Shopify websotre is synced
visitorsession not working on delpoyment - Zobot
Hello Team, I have checked everything from the documentation, everything looks fine. I have used this code for a demonstration of the issue of my bot.Code returns Null value when published in production site. zoho.salesiq.visitorsession.set("screenname",
Support for Apple File Bundles
Hi, in Macs there is a concept of bundles. A bundle is a folder, that can contain other folders and files which appears on a Mac as a single file. Applications use that concept as their document format. However, when a bundle is synced with work drive
Make Zoho Writer the default application for Windows
Is it possible to use ZohoWriter as the default document application on the Windows desktop? If not, can you make it so?
Custom pdf file name when using sendmail function
I am using the sendmail function to email a PDF to a customer using Attachments :template:Quote as PDF The PDF is named Quote.pdf Is there any way to customize the file name? Hoping to use something like "Quote " + input.quote_number
Desk Help
I wanted to know that what are the limits of customers in Zoho Desk?
Tagging of Projects and Tasks
Like in this forum, Zoho Mail and practically every other project management system out there can we get the ability to Tag and search by Tags? As my number of tasks and projects have grown the ability to tag specific ones when filtering would be incredibly helpful.
Zoho Books in Japan
Good afternoon, l am looking for some news for Zoho Books in Japan. I saw you have now a team for Japan (in Japan?), with CRM official but not Books yet, is that right ? Are you currently in preparation to make Books official in Japan ? What I have in
U2F not working in Chrome v98
https://www.yubico.com/blog/google-chrome-u2f-api-decommission-what-the-change-means-for-your-users-and-how-to-prepare/ using physical keys stop working as expected and now we are not able to complete new logins without insecure MFA methods. that include
Using CRM for Life & Health Insurance tracking policy renewals and commissions
I don't see any new conversations regarding this - who out there is using CRM for their Life & Health Insurance business? I would like to get a discussion going on solutions you have come up with specifically for tracking your health insurance (Medicare)
Turning Off Notifications for Meetings
Hi, I'm using Zoho CRM to set up meetings with clients, and Zoho is sending reminder notifications for meetings even though I didn't set up any reminders. Is there a way to turn off all reminder notifications for meetings?
Allowing ONLY App-Specific Passwords
I use app specific passwords for my IMAP and CalDav accounts on zoho. I also have multi-factor login enabled. However, I can still add another app just using my own password and get notifications that logins have occurred from other locations fairly regularly.
Zoho Books & Zapier Integration Failure
Hi everyone, I recently created a Zapier "Zap" which would allow us to send Invoices to Customers over Whatsapp Business API. It works perfectly as intended while testing, however, every time I tried to turn on the "Zap", it would act as if it was turned
Important: Disabling callbacks for active webhooks upon reaching failure threshold
Hello, A small number of Zoho Sign customers, mostly API and integration users, might find that their configured webhooks are now in the DISABLED state and, as a result, would have stopped receiving webhook callbacks. This is not an issue or a bug. This
iPhone email isn't working with OneAuth
I can't access my email from the mail app on my iPhone or on my laptop now that I have added OneAuth
I want to update my lead status to "converted" when I convert my lead into contact/deal
Hi Community, I wanted to use a workflow to make this possible but I don't find the trigger "is converted" for leads in a workflow. Is there other way to do that ? thank you! Seb
NFC Tags readable by Creator Mobile Apps
We have a number of clients that need to be able to scan NFC tags. QR codes and Barcodes are great, but can we also have NFC tags? Many Thanks Simon
String manipulation in client scripts
I don't know what is going on with client scripts. ZOHO has so many "almost there things" that you have to resort to so many workarounds... the latest one I found is client scripts. So I have been trying to work with it, I wrote a short script var deal = ZDK.Page.getField('Deal');
Limit the number of job posts on the website
Hi, Is there anyway you can limit the number of jobs that are listed on the site to say 5, so that it displays the five newest jobs. If not a think it would be good, obviously a page list would have to be placed at the bottom - but this would allow for much better website customisation in my opinion. Kind Regards, Nick
logging of the work performed by the administrator
For applications created with ZoHo Creator only regular users' activities are being logged. The work performed by the administrator is not being logged at all. Is there a way to enable logging of the work performed by the administrator?
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