Create, Manage and Publish on Pinterest from CRM Plus
Pinterest is one of the popular social media platform that people use to get inspired, share their ideas with the world, or to promote their business. You can add images (pins), and link them to your website. With over 444 million users per month, it
Domain already exists
Acabei de comprar um domínio do RegistroBr para criar um e-mail profissional, o problema é que quando coloco o domínio para criar o e-mail, aparece a seguinte mensagem: "Domínio já existe.", como se já pertencesse a outra pessoa. O que eu devo fazer?
Important announcement: Deprecation of Zoho Calendar's old interface
Hello All! Thank you all for the amazing welcome to the release of the new Calendar. Here are some comments about the new interface that motivated us: Many of our users who were using the older version for a long period, loved the new Calendar, as it
Need Contact Name and Email from Commerce Order
Im having trouble extracting the Name and Email of a contact from a commerce order. ( I need this to email the contact) I see a fetch contact from Zoho CRM - Fetch contact but I can't figure out where to extract the contact_person_id to pass in? "contact_person_details":
Can't upload attachments
I can't upload attachment anymore in Zoho Mail. Yesterday it was also not possible. I can add for example a pdf from my drive. But when I try to send the mail I get an error. The error: busy with uploading, try sending later (but then in Dutch). I have
Assigning a Ticket to a Team
Hello, I used to be able to assign a ticket via Zoho Desk to a Team. I just recently realized I no longer have the option. Whenever I try to assign a ticket, I can only assign agents and no longer have the ''Team'' tab. I'm unsure which settings relate
Zoho CRM and Quickbooks online integration
Hi all. I am an IT consultant and developer and just started using Zoho CRM and I like it a lot. I noticed some random requests for QB Online integration. I have seen many of my clients migrate from the desktop to the cloud for QB and I have as well. Are there any plans to connect these two? Right now, I enter estimates into both systems, Zoho to track prospects and QBO so I can send estimates and convert it directly to an invoice when I win a bid. I would love to do this in one place, not to mention
Calendar, hide attendee list
How can I hide the attendee list on Zoho Calendar? I have an event that I'm inviting 10 people to but I don't want the attendees to see who is invited. Thanks!
Can't update User
We have some users setup as Light agent that we would like to upgrade to Agent, but that option is grey out in our setup page. Thanks.
Save and resume
If I have 2 e-mail address field which will the save and resume go to?
SSL Certificate Issue - Zoho People
Good morning, I have recently upgrade to Zoho Premium and am attempt to point my Zoho People domain to my domain for my company. I have the domain verified and the CNAME record input correctly but I keep receiving this SSL Certificate Error, please help! NET::ERR_CERT_COMMON_NAME_INVALID
Marketing Automation Mails not working with Zoho Forms
Hello! I am having problems with Marketing Automation. I have all the forms of my website with Zoho Forms working perfectly with Zoho CRM, but the problem comes when I try to USE marketing automation. Now is a must to assign a topic to the leads if you
Zoho CRM Tips & Tricks #04 | Automatisch een e-mail versturen wanneer je een lead hebt aangemaakt
Hallo allemaal, Vandaag gaan we bekijken hoe je workflowregeles kunt maken. Hiermee kan je bijvoorbeeld het verzenden van een e-mail naar leads automatiseren zodra deze in Zoho CRM zijn toegevoegd. Zo kan je nieuwe leads welkom heten middels een geautomatiseerde
WANTED workflow RULES to trigger EVENTS
This has been requested several times in the forums but I figure I will give it one more shot. We constantly setup appointments for leads and have created a field "Appointment Date and Time". Once we fill this field, the system should be able (on value not emtpy) trigger an event for the record's owner with the appropriate date and time. This way the calendar could be filled automatically and replicated to Google. Yes, we know we can save the record and create a new event activity, but why have to
I am getting error - You do not have permissions to create this account in Zoho Mail. Reach us at support-as@zohocorp.com for further assistance.
I am getting error while trying to add new users to my already purchased plan. This jeopardizing my work. The domain is edges.co.uk
SLA - Zoho CRM
Hello, I have a question about the SLA in Zoho CRM. Can we put an antomatic task when the SLA is finish? Thank you
Sync change setting
Hi, From where i can change the setting in zoho Books for sync from Zoho CRM into Zoho books currently it is sync happened in every 2 hours . What are the options available for sync and from where i can change ?? Thanks and Regards, Sidhant A.
Custom Placeholder in Email Notification
Hi, We've added a custom fields in our Sales order like booking date and booking time, but when adding those as a place holder in sales order email notification template they don't change and we get the following message: The following place holders were
7202 error
Hi, Getting this error as attached error copy - {"response":{"message":"Error occurred","uri":"/api/forms/json/employee/updateRecord","errors":{"code":7202,"message":"Provided authentication token is invalid."},"status":1}} code copy - employee = zoho.people.getRecordByID("employee",
How to reissue new invoice to replace a wrong invoice.
Hi, We would like to know how other user or Zoho Books handle the issue of handling a wrong invoice or wrong details in the invoice, that has already been sent to the customer. The scenario is as below. 1.We converted a Sales Order (SO-2022-001) into
How to compare open vs closed tickets
Hello, We're trying to represent the number of desk tickets opened and the number of desk tickets closed each month on the same graph. We're looking to create something like this: With perhaps the blue area being the number of tickets opened, and the
Mailchimp integration
Hello, i have started using Bigin as my CRM. we would like to use it as; When an email campaign is sent from Mailchimp, to an email that is associated with a contact in Bigin, then it syncronises and writes this email as a note (or similiar solution)
Marketing Plus - file hosting/sharing question
Hello, what is the best way to host a pdf document in the Zoho Marketing Plus that allows your targeted (external audience/customers) to access the document? I see some articles on utilizing the Library so I uploaded my pdf there but I do not see any
Pro
Mail id Box
How to send email to contacts filtered by one account field
Hello, We want to send email from the CRM to contacts, using a complex request. I can't seem to be able to find an easy way. From the CRM contact Module, I should be able to select contact using contacts fields but also one field belonging to their Account. I can't find a way to add a related module in the (left column) search, or is it ? O can I make the selection another way ? Then, once we have the list of contacts, we should be able to check the one we need, and click on the Send Email in the
Problem: 5.7.1 Access denied
Hi, I have a very important email undelivered to the recipient and I've tried 2 times. Please assist to solve the problem. Thank you. This message was created automatically by mail delivery software. A message that you sent could not be delivered to one
No 'Aswer' button visible with Twilio & Zoho
My calls from Twilio are directed into Zoho CRM and are intermittently working. Occasionally I get the pop up to say somebody is calling, but there is no 'Answer' button and sometimes the calling box shrinks to just display "Calling..." which remains
Create, Manage and Publish on Pinterest from Marketing Plus
Hey everyone, Pinterest is one of the popular social media platform that people use to get inspired, share their ideas with the world, or to promote their business. You can add images (pins), and link them to your website. With over 444 million users,
How to add a user filter to a CRM Dashboard Report?
I've prepared a dashboard report as seen in attahment. The report compares the task, meeting, call and deal counts depending on the months. I want to add a user filter to the Dashboard to filter the chart depending on the sales persons. In this way,
Subform - resize column width to fit my selections
Hello I am using the Subform and have two columns. One for a date and the other for a multi-line. I would like for the date column to stay in the first section however I would like the multi-line field to expand the rest of the sections so I can obtain
API issues still
Is anyone else having issues with the https://www.zohoapis.eu/crm/v2/Leads timing out. apparently its been fixed but still having issues.
Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked.
I am facing an issue with the mail, It's showing "Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked." whenever I am trying sending email. I have checked there is no email storage issue. I am using only 10 percent of total storage. Kindly
Global Company changing Data Centers to comply to GDPR
For companies that have offices in other countries, ie: US and EU, how are you dealing with GDPR? I was told best way was to change data centers to EU. I believe that means I need to change my .com system to .eu and create a new billing location. Can
Easily Edit Report Results like in Zoho Sheet View?
I love using Zoho Sheet view to update records directly on the CRM instead of importing/exporting/all those extra steps. However, I often find the data that I'm looking to work with on the Reports feature. Is there some way that I can generate a report
Recommended Method for Adding Social Fields to Leads / Contacts?
Hi, all. I want to add fields for LinkedIn, Instagram, and YouTube to my Leads and Contacts modules. Should I create URL fields, text fields, or something else? Ideally, these fields would function as the Twitter and Facebook fields, requiring only
Zoho BugTracker Integration - Sync Additional Fields
We've started using the integration between Zoho Desk and Zoho Projects (Using BugTracker to link Issues). The one big drawback we've seen is that not much information from the Desk ticket makes it into Zoho Project Issues automatically, so the agents
Assign Territory to a prospect
Hi, Is that possible to assign a territory to a prospect in the entreprise version ? Thanks
Link in the menu don't clickable
Hi Zoho support (forum) I have building a zoho site with a menu (pull down). Example: Home - About Us - Information - Products - Contact Information have a submenu: Subject 1, Subject 2 and Subject 3. How can I make sure that the link "Information" is no link or clickable? Thanks for your help!!
Customer happiness rating on closed email tickets ONLY
How do I send a customer a happiness rating on closed email tickets only. I tried creating a workflow but it is not working. It still sends on all closed tickets.
Hours of sub tasks rolled up to automatically reflect as total hours required for the main task
Hello Team, Do we have something in Zoho that helps in rolling up the total no of hours of subtasks to the main task, like we have in MS Project? Thanks Shai
Next Page