When will CRM be able to link with multiple Shopify sites?
We need the ability to be able to view all our customers in one CRM system. We have multiple Shopify sites and are only able to connect one to CRM directly. Apparently there is a workaround by linking the sites to Inventory and pulling the data from there,
Creating records with Node.js SDK 2.0 createRecords()
Hi! I'm making a customer portal application with Node.js and using the Zoho Node JS SDK searchRecords() to get records data to my application and that works just fine. Now I am trying to create a record with createRecords() but can't seem to get it working.
Historical Analysis of Pipeline
Hi All I am new to Zoho and am trying to figure out if there is a way to see the value of a particular stage at a given point in time. The basic idea is to see the total value of each stage of the pipeline at the end of each week/month. This will allow
Multiple selection with linked contacts field
Hello, In my contact module, I would like to add a "linked contacts" field, to be able to see in a contact card which other contacts this contact is linked to. And I would like to be able to select several contacts, not just one... I tried to create a
Categorizing S-Corp owner Distributions
How do I categorize S-Corp distributions in the banking section of Zoho Books? I am running into balances not adding up correctly under the "Bank Balance" under "All Accounts" can you please walk through the best steps to categorize this type of transaction.
Could not convert socket to TLS
Hello, I am trying to add a external pop account for my own domain. My webhoster says that I should use port 110 for incoming mail and 587 for sending mail (both with mail.mydomain.com) But adding port 587 results in an error: Account is not ValidReason:Could not convert socket to TLS. How can this be remedied? SEO Marketing
Creating tasks to someone assigned in a user defined field
Now is possible to create lookup field for single or multiple users record but it is not possible to automatically assign a task to users in custom lookupfield via workflow automation
Housekeeping for mailbox (reduce mailbox size)
The mailbox size is increasing over the past 10 years. It is not possisble for me to upgrade the storage plan every year. I just need to keep the recent 3 years emails but I don't want to delete old email permantly. If possible, I prefer to keep the old
Need recommendations for a custom B2B workflow
Summary I want recommendations about setting up a custom B2B workflow in Zoho. We're a B2B business with non-standard billing needs. Our customers often purchase multiple service packages from us, so there is a 1 to many relationship. For example, Customer
Auto Close Tasks - Purchasing Order
Hi guys. Can anyone help me with a code to auto close tasks in the purchase order module. My coding aptitude is not that good but i am wanting to learn more So when a purchase order is created it then creates a task. So what i want to do is to auto close
Rewards Program for referral clients on Zoho CRM
I think this will be a cool feature to add to Zoho CRM and will make increase sales with client referrals
ADD TAG FOR THOSE CONTACT AND ACCOUNT RECORD CREATED VIA CONVERSION
Good Day I just wanted to ask regarding lead conversion to contact and account. The goal is, once the lead is converted to a contact and account module, I want to add a tag on the contact and account record created named "Converted". Can you help me,
Internal Server Error is not a helpful response
There should be literally no one thing or combination of things API consumers can do to trigger a 500 or 500-series error. We're developers and we get that shit happens and sometimes the API chokes, but these errors are frequent enough that it seems Zoho
disable form button in Zoho Creator
Hello is it possible to disable the enter button in a Form so when a person is entering data and is only partly done but hits the enter button on there key board by mistake which submits the Form I only want them to be able to submit the form with the buttons below the Form not the enter button on the keyboard how would I go about doing this.Thanks in advance.
Duplicated tickets when responding to another ticket
Hi, I've recently created two new departments, each one dedicated to a customer (according to our support scheme) and with its own mail. Tickets are send by mail to a mailbox address in G Suite and then redirected to Zoho Desk's addresses, and they're normally created, but the issue comes when the agent sends a response to the ticket and the customer replies again. When this interaction establishes, new tickets are created with the customer's response instead of attaching it to the original ticket.
Collaboration/Sharing
Hey guys, I'd love to see shared notebooks if that's possible. Right now i'm using a little bit of Notebook, Evernote and google Keep but if I could see collaborative notebooks, I could happily switch everything to the Zoho product. This would be really helpful for family shared notes (e.g. shopping lists or travel planning) or with friends to plan holidays/trips. It'd be amazing to see this feature come up soon!
Multi use of CRM within our organisation
Our business can be neatly put into two distinct areas. Sales/Marketing & Installation of our system. I use Zoho for the sales activity. I have been looking for a system that can assist with the management of our installations. Weirdly, I hadn't considered
Integrate Amazon Connect to ZoHo CRM Failure
I am trying to setup amazon connect telephony service with zoho CRM but when I attempt to login to amazon connect the popup window says it cannot reach this page. Any suggestions? Please see attached screenshot:
Use of Audit Trail in Zoho Books
It was on March 24th, 2021 when the Ministry of Corporate Affairs, India released a notification that instructed companies to use accounting software that could show an audit trail of all transactions carried out. Essentially, this rule was applied so
I can not log in from another application to send email
I need to use a platform that connects to my zoho account to send and receive emails. I have put the configuration that says zoho regarding the imap and POP server but none allows me to authenticate. I have also removed the MFA security. Do you know if
Using Zoho Projects without Accounts in CRM
Dear All, I understand that currently it is not possible to use Projects (integration with Zoho CRM) with without the accounts module. I like the idea of have projects as a front end for say the deals module - so a customer can see say the progress of a transaction and some of the activities that are happening in CRM (notes, tasks, milestones etc..) My organisation is B2C and has no need for an accounts module. Is there anyway to have projects 'integrate' with Zoho CRM without accounts ? Or can
MX Configuration, domain expired - urgent issue
Hello, My website hosting has expired, which I have linked to settings to use my email via Zoho, What are the available alternatives or solutions to fix the settings and use the same email in the event that the hosting is not affiliated with me anymore?
【2/16(水)】Zoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう
こんにちは、みなさまいかがお過ごしですか？ 先日はアンケートへのご回答ありがとうございました。そちらの結果を集計しまして、次回のオンラインもくもく会は2月16日（水）14:00より開催に決定いたしました！ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎もくもく会とは... →複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。 ※もくもく会の詳細は、以下のURLをご参照ください。 テックキャンプ ブログ： https://zurl.co/nDYa(外部サイト）
How to create a negative invoice
This message appear when I want to create a negative invoice. "An invoice can be created only when the total amount is greater than zero." Why I can not create a negative invoice for my customer that wants me to pay a comission for his services? TY
Page - Panel or Gauge - Formula
Hi, I am trying to get an average on the past 7 days of records. Some days have multiple records, and others don't. Using the simple average calculate the average based on a number of records. I just need to take the sum of data and divide it by 7.
Can't get a list of archived tickets via archivedTickets API endpoint
Hi. Each time I try to get a list of archived tickets I receive a 204 error (no data). I am using https://desk.zoho.eu/api/v1/tickets/archivedTickets?limit=50&departmentId= as my endpoint (valid department ID is appended after the equals sign). Am I
Tip of the week 62 - 5 Tips to make your emails better for mobile users
Emails still remain a critical tool for businesses to communicate with customers. This is mostly because mobile is one of the preferred mediums for reading emails, at least for a quick check of the content. Also, particularly due to the COVID-19 lifestyle, most emails are opened in mobiles. So, let's make sure that the next email campaign that we send out will be mobile optimized too. Here are a few tips that need to be taken care while you address your customers who open emails in mobile devices:
How can I get date of birth in cv file
I just uploaded about 5000 cv and forget to add date of birth. Now I added the field but there're no data. How can I quickly parse the date of birth field without reuploading all 5000 cvs.
How to set up multiple email addresses for different departments under one Desk account?
So under one company, we have multiple departments with numerous team members needing access to specific mailboxes, for example:- Support Accounts Social Media Etc I have set up Desk (new user account) and can forward the email to the one zoho email address
desk chat vs salesIQ
Trying to understand the difference between the two options and which is preferred and why. Our company switched to salesIQ and it is great for sales but not so much for support. I really want my chat to have the ability for the customer to come to
Reporting for tax form 347 for Spain: statement of operations with third parties
Form 347 in Spain is an annual informative statement which lists all operations with customers and/or suppliers, provided that the total amount of the operations exceeds the annual amount of € 3,005.06 (including VAT). The statement of operations with
Points and badges for tickets
Hi. Have you ever considered giving points and/or badges for submited tickets perhaps? I was quite active on that field but I have just started to using Community platform aswell. I believe there were many good ideas, annoying bugs from EU data center, etc, in those tickets which could be awarded somehow :)
Update on the Pinterest integration
Hello everybody, We have tried to keep our announcements limited to just important updates during this time. But seeing as we have gotten several requests for an integration with Pinterest over a period of time, we wanted to make this announcement to speak directly to our community. After receiving several requests for having Pinterest on the Zoho Social dashboard, we began early viability tests and began development work in early 2019 as the first set of efforts. After a couple of designs were in
Dashboard
Can the various dashboard views be filtered by owners of deals? How can a manager isolate the data shown, for example, on the Overview by Salesman?
Deals vs. Companies
I am a newbie and trying to figure out best practices when entering a deal. My deals are all based on a company, so what do you recommend in terms of the Deal Name and will I effectively be entering a Deal and a Company for every lead, even though they
Payment with chatbot?
Hi there I want to add a chatbot to our website that will have an option to take payment for advice given. Questions and answers would be pre built in with an option to manually contact an adviser if questions are not answered. The flow would be 1. Person
Update Record function Problem
I just got problem about Update Record Function, it change the data field to all records in the report. it just happen today since i use this function very long time ago. Anyone got the same problem, and how i quickly fix this problem by coding deluge
Zoho People + Salary history & Time off in Self Service
Hey, How do I add current salary and salary history to an employee record so I can have them see it in self service? How do I add time off to be easily viewable in self service? thanks-- i know these are newbie questions Josh
Regarding Mails backup
Dear all How to take entire backup of zoho mail for all users? I have tried Export mail accounts is it right way? but it takes long time to take backup.
Customer Portal
Does the customer portal section (in commerce) have the option for us to add additional documents? Say a customer purchases an item and we want them to always have access to the instructions / owners manual / warranty information. Or if we need to use Zoho Sign for documents... How might one have that kind of info show up in the customer portal? Is there perhaps an easy way to assign a digital document with a tangible product so that they are always linked? Additionally, we utilize other zoho apps,
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