Leads from Facebook lead ads
Hello! How to get leads from Facebook lead ads into Zoho CRM? I have added the Facebook page into Zoho but the option for leads is missing.
Telephony Integration with 8x8 and Zoom
BIGIN does not support integration with worlds too telephony provider 8x8 and Zoom it seems I am not talking if using Zoom meetings I am referring to Zoom Telephony and Unufued communications. is there a plan to bring this in soon? if yes then when please
Function to update Age field automatically in Contacts
Hi, I have a Date of Birth field (date) and an Age field (formula) in the Contacts module. The Age field updates only when I edit the Date of Birth field. I'm searching for a function/schedule/automation to update the age field automatically from every
Adding Field Rules
Hello Zoho Forms, I love the way you work. I need a help for the following- If any employee makes up to 2 informed late, their full attendance bonus will be in the receivable attendance bonus where there is a hidden field in the form showing individual's
How do I use the Anchor on a page and go to that section?
I want to connect a text with a link to the Anchor but when it does reload the sheet and does not take me to the anchor as happens on other pages?, how can I solve it? Excuse my english bad as I'm translating from Spanish to English
Unable to link existing invoices / bills to project
I created a new project under an existing customer and initially set up the billing method as "based on staff hours". The project scope changed and I did not enter any timesheets or billable hours under the project. I used a 3rd party subcontractor to
How does CartRover map to Zoho Inventory composite items?
Hi, we are currently connecting ShipStation as a cart to Zoho Inventory as a WMS via CartRover. Most orders have come over fine but we are getting issues with some of our bundle SKUs. We have identified one specific SKU item as being the likely culprit
Can't get QuickBooks integration to work.
Grrr... I'm nearly at my wits end trying to get QuickBooks to work with Zoho Creator. I have followed the instructions on the Deluge Reference Guide:Integration with quickbooks:Search records in Quickbooks page (https://www.zoho.com/creator/help/script/quickbooks-search-record.html ) and it just does not work. To begin with, the response I get from QuickBooks is not the same format as it is shown on that page. Here is a sample of the response I get from QuickBooks: {"time":"2016-01-26T15:00:46.904-08:00","QueryResponse":"{\"Customer\":\"[{PreferredDeliveryMethod=Email,
Complete headers when replying to a message
Hello, Currently when we forward a message complete headers are shown. Example: == == == == == == Forwarded message == == == == == == From : XXXXX<XXXXX@zoho.com> To : <xxxxx@gmail.com> Date : Sun, 08 Feb 2015 12:35:43 +0100 Subject : test == == == == == == Forwarded message == == == == == == So this way we see who sent the original message to whom and when and what was the subject line. It is very important for business emails as well as any other sort of emails. But when we reply to emails only
Projects for Client Users without Client Account?
Is it possible to create a project for a Zoho CRM Client User without forcing them to be assigned to a Client Account? We are a non-profit, and want to keep individuals/contacts un-mapped to Accounts because it breaks their individual accounting in Zoho
Rename "THE MAIN NAME" ? of the form?
Hello! This may be a stupid question but I can not find the option to do that. I know how to change the name of a regular form or report but how do you change the main name? I underlined the titles Id like to rename. Im running around all the pages and
Graphs with 'Full Date' no longer work
I have a number of graphs that are showing "no data available" . All of these graphs have data in the graph by "full date" - I also get the error circled below when I try to create a new graph "by full date" This has never happened before and suddenly
How can i export user in old UI ?
How can i export user in old UI ? As there is only import option is available not seen export option. Use case- i want to copy all emails and store into other report , so i can work from report directly. Thanks and Regards, Sidhant A.
Possible duplicated costs: Expenses VS COGS
We are a manufacturing company. When we created our items in Zoho Books, to use the inventory function, we assigned to each item a COGS value. We also register in Zoho Books tour purchase of raw materials as Expenses. We have now detected that our total
Request body malformed using Webhook
Hi all, After changing the authentication type from General to Connection in my webhook, I noticed some strange behavior in the request to my API call. It seems what before was made by Zoho CRM, now uses an intermediary called Deluge, which produces
API: Accessing over 200 records
Hello, I am trying to access my field's data within my "Leads" Module using the API. I noticed that, unfortunately, performing a GET request is limited to 200 records. Is there another way to do this where I can have access to all of my records (I have
Can't login to mobile app
I set up an email on my own domain. I can receive and send emails in the web interface and everything seems to be working as it should. However, I can't log into the Zoho Mail mobile app on both my phone and tablet. When I enter my login information,
Alphabetise field names in "Refer Fields" section of deluge
When using the "Refer Fields" section of deluge to view field names in various forms they are in no order so it's a nighmare trying to find the right one in a long form. Please can these be in alphabetical order ?
Autopopulate subform field based on lookup field in that subform
Hello. Im trying to make quotation app in the creator. I know very little about coding so I code based on what I find in the web. I cant figure this one out tho. I created a form with which I add my services to the list. Each service has its name, cost,
Sheduled reports
Good day, I want to send by shedule to each CRM user a report, where rows are filtered by this user. For exampe, report of new Accounts in this week, created by this user?
Unable to set the checkbox value
Hi, By using php sdk, I was trying to set the CRM checkbox value like: $record1->addKeyValue('Demo', true); but the error I got was something like: Type error, expected type is array, given type was boolean. So I changed it to $record1->addKeyValue('Demo',
Constant pop email connectivity issues with hostmonster
Hi, over the past couple of weeks having re-occurring issues with email pop connection to hostmonster. Either auto fetch disabled occurs few times a day or "problem connecting to host" message. When it disables usually outage lasts an hour or so and then
Sending and Tracking Text Mesages to Contacts/Leads
Now, in 2017, I am quite surprised that Zoho CRM has almost NO support for SMS/Text messages. The only feature I found is that one can send Text message to Contacts or Leads via the Mobile app. And, that is it. There is no support to track text messages
My hosted domain cannot send mail to Gmail. Have tested several times, to multiple accounts (not solved)
Hi, I get this immediatly any time I send mails to Gmail accounts (including my own). See this message here: This message was created automatically by mail delivery software. A message that you sent could not be delivered to one or more of its recipients.
Adding a flat fee item to a project/task
Is it possible to add a task item that represents a flat fee for a project. I currently create projects for each client where I perform weekly services. They are charged per hour of service but I have the need to include flat fees (e.g. parking or materials
ZOHO RECRUIT
What is the process for creating a group in Zoho Mail? To access the Groups menu, log in to mailadmin.zoho.com .Select the Add Group button, enter the required details, and click the Create Group button .The email address you specify in the Group Email
Confused about sync between Zoho Project and Zoho People
Hi, I am confused about the timesheet sync between Zoho Project and Zoho People: Is the sync bi-directional? How often does the sync happen? Is there ever a reason the time in Zoho People would not match the time in Zoho Do users have to submit the timesheets
não consigo acessar minha conta preciso configurar meu dominio
ola eu chamo Dior Coelho criei uma conta e configurei meu dominio porem agora não consigo acessar mais esta conta e meu dominio ja esta configurado nela meu email diortorres@hotmail.com cadastrei nesse login
Community Digest - January 2022
Announcements Webinar alert - Register for the upcoming Focus Group webinar series on integrating Zoho Desk with Zoho CRM Checkout the recent feature additions in field update and date/time based triggers in Workflow Follow the UI-level improvements
Can the default sort option for Tasks be set to by priority?
In the App, you can set the sort option to "by priority". However, when you log back in, the sort option defaults back to "modififed date". Can this be kept as "by priority"?
exception "No Tokens exist for the given user-identifier,Please generate and try again."
Hi my firm is using zoho crm for customer management I have encountered this exception when trying to push data from my backend to zoho crm . I have debugged the code step by step and cannot figure out what exactly is failing in code. Below are the indepth
G Suite Migration In Progress - Can I shut down the PC?
I am migrating from G Suite to Zohomail by IMAP. The data size is around 9GB and it seems take time to finish. The migration status is In Progress. May I shut down the PC / Close the windows and allow it running in backend?
How to add field "Original" on invoices, according bulgarian law?
Hello, I am using since 2 months the zoho invoice, everything works so far well - automatic invoice e-mail sending, etc. etc. So far I really love the software and it is the best one I ever used. Unfortunately there is one problem I still found no solution
HELP - Cannot access my zoho mail in Gmail app - Android N
I've more than triple-checked my username and password, changed my password to be sure (organisation: user@customdomain, not user@zoho,eu) The same credentials work fine in Mozilla Thunderbird on both windows and mac I'm using the following server settings: imappro.zoho.eu Port 993 SSL/TLS TFA is not active on my domain it just flat out refuses to let me in- HELP!
ZUG Virtual CRM Meetups - January and February 2022
We'd like to thank you, Zoho Community, for coming together and braving 2021! Here's to a healthy and prosperous 2022! We are excited to kick-start this year by opening registrations for the Virtual ZUG Meetups for January and February 2022. Connect
Guide to Getting Started with Zoho CRM Features
If you are interested in sales, have a knack for selling absolutely anything to people, or work in the sales department of a company, then you would identify with having that desire to be a smart sales representative at work. Winning the sales game has
Zoho Sites and Creator Integration
We have Zoho Sites which is an awesome drag and drop web builder and then we have Zoho Creator which is an awesome drag and drop database builder with a feature to build html pages. Why do we not yet have these two awesome apps integrated? Why are we still writing 100's of lines of code just to display information in an html format? This integration would be such a huge game changer it would be an unfair advantage over other site builders or low code app builders. Is this in the Zoho road map?
Zoho Flow / Books / Invoice - Attach PDF invoice to email notification
Is there a method, API or otherwise, to add the PDF version of an invoice from Zoho Books to a Zoho Flow email notification?
Accessing Custom Field values within Deluge, using Map and List functionality
Hello, I am looking to create a custom function which will pull the placeholder and value data for each custom field for each line item on a Sales Order in order to make calculations with this newly created Map. I have not found a way to directly reference
Webhook body contains JSON despite selecting Form-Data
I have a webhook configured to send a post request with Form-Data as the body type: When receiving the webhook, the content-type says `x-www-form-urlencoded` as I would expect, but the actual body comes through as JSON. Content-Length: 307
Accept-Encoding:
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