Creation of Map Reports
I would love to see the ability to create a map report using google maps. Where the user can select what data to view on the map and select filters based on that data that change the colour of the pins. My reps find it useful to view a map of the time since last check-in fields so they can see who they haven't visited in a while and exactly how many days it has been since they visited. it would be useful if this could be filtered by time periods i.e last 30 days, 30-60 days, 60+ days etc... and the
Zoho CRM Insert Record using JSON / Coldfusion
Having eventually figured out the Zoho OAuth authentication, I'm now faced with trying to debug their error codes when attempting to insert a new record. olansi air purifier <cfsavecontent variable="JSONData">
{
"data": {
"Last_Name": "Smith",
"First_Name":
New Domain
Hola. I have a new trial account with one domain, pawhouseroasters.cr. I want to add a second domain, vscr.cr, for a non-profit business that I have recently incorporated. Should I create a new Zoho account, or does my current account support two domains?
URGENT Find Tax ID in Zoho Subscriptions for API
Hi Where will i find my Tax ID in Zoho Subscriptions? Thanks!
Using Fishbowl Inventory and Zoho CRM
Is anyone using Fishbowl Inventory with Zoho CRM? Our company has been using Fishbowl for several years but we are new to Zoho. We are trying to figure out how we need to modify our sales process and/or build custom integrations between the two platforms.
zoho bookings and Google calendar not syncing
How frequent does Zoho Bookings sync with other calendar? I have to keep refreshing manually, because if I add an event in any of the connected calendars, Zoho Booking does not update, and vice versa. However, When I create an event in CRM the sync with Google calendar is in seconds.
Pop-Up "Close" & "Cancel" Buttons disappear after Cancel Submit
I have a Pop-Up Form. In the validation workflow, I have a Cancel Submit for when I client doesn't submit the correct information on a SubForm. The Alert and Cancel Submit return to the Pop-Up correctly. If I hit the "+ Add New" to add a new row, the
Duplicate tickets
Hi , Sometimes , some tickets are created twice in our desk , How can we solve that problem ? Can we combine automatically duplicate tickets ? Best regards
Is there an API function for the customer to add to an existing ticket thread?
Hi Is there an API function for the customer to add to an existing ticket thread? example, customer puts in new support ticket. support replies and ask for more details. customer replies with more details -what api function is used for this (will add
User Hierarchy in Zoho Projects
An organization's user hierarchy refers to how users are structured into teams and groups. In Zoho Projects, users can view the reporting details of a user in a tree structure. Users can set a hierarchy based on roles and assign reporting managers to
Can you make a button pop up the optin form?
Rather then displaying the Zoho optin form on the landing page, I want to know if I can show a button that pops up the optin form. Can you please let me know.
Order Form price sheet best practices
I am creating a project/order tracker for a Solar/HVAC installation company. Materials costs have been changing multiple times per year, So I need a layman to update the price 6-7 times per year. My question is, what is the best way to accomplish this?
Massive problems with zoho campaigns
Hi, i want to create a Flow in Zoho Campaign, by per product. Example: If Someone purchase a specific product in my store, sent a email with accessoires for wallets If Someone purchase a product from specific category from my store sent a email with
Change in time logs API endpoint
¿Was there a change in the "Get My Time Logs" API endpoint? [1] It previously allowed me to fetch timelogs for all users in our portal using "user_list=all", which is still documented there: But starting on January 20th I'm only allowed to fetch my own
este domínio já está associado a esta conta
Fui fazer meu cadastro na zoho e quando digitei meu domínio recebi essa mensagem que meu domínio estava associado a uma conta que eu nem faço ideia de quem seja. Como que faço pra resolver isso?
Zoho not sending or receivig emails from .mil addresses
We are getting numerous complaints from customers at .mil addresses they are not receiving or able to send emails to us. No error messages are being received we need to fix this issue asap we are losing business due to this and need it resolved asap.
Emails not sending and receiving
I have recently created emails for the website paintball mask for glasses, everything is done correctly according to me but still emails are not sending from the created email address. Above all, I am not receiving emails as well. It seems I need to have
Motivo: 553 Relaying Disallowed
Buenas tardes, tengo problemas para enviar correos me sale el error Motivo: 553 Relaying Disallowed el dominio es tisem.pe. Saludos
zoho error 553 relaying disallowed
error de zoho 553 retransmisión no permitida Dominio tisem.pe
How Can I Read Scores via API?
Hi, I've defined a scoring rule for deals. I want to read score values of deals via API. The searchrecords api does not return score values. How can i read?
Leave Entitlement
Hi, We are a company with employees all over the world. Currently when we hire someone, the employee will get a default of 21 days for the annual leave. For the same leave type, can I define different entitlement based on the location. As soon as one
Banking Safety
Hello! Id like to ask how safe is it to link your banking account with zoho books? What methods are used to prevent the fraud? There are limited informations regarding this in google so it would be great to know how much of a risk is involved if using
Track if Email Sent via Forms Notifications or Rules was Opened?
There doesn't seem to be a way to view whether an email sent via Zoho Forms was opened. I have some "welcome" style ones set up to go out with both Forms Notifications and Forms Rules. Because of the way our internal team works, we're not using the CRM
Facebook lead forms and Zoho
Hi! Is there any way I can integrate Facebook lead forms to my Zoho CRM? I wish to collect the leads I receive from my Facebook lead forms directly to my Zoho CRM. Any information regarding this will be deeply appreciated.
NodeJS Functions: Add multiple files
As the title states, how do you upload large libraries all in one go to NodeJS functions?
Macro and Account
Is creating and using Macro's in the Accounts module in the development road map? Regards, Glenn
Blueprint button in quick view
Hi ! Is it posssible to add the bleuprint buttons in the candidates quick view. Especially in the candidate approval. Thank you ! :)
Zoho Removed 66% of Screen "Real Estate" at the flip of a switch
Adding my 2 cents for this terrible UI/UX roll out of the new Tasks/Calls/Meetings section. This "new and improved" task layout splits the standard layout into 3 columns but the layout is not responsive. I can now only see 2 full tasks instead of previously
How Is Zoho a Good Option for Business Organizations in 2022?
Ever since Zoho was launched in 2005, it has been focused on enabling businesses to expand effortlessly. This means that if a business wants to grow then Zoho implementation can be very helpful. It offers ease of use that makes Zoho one of the topmost
Focus on Converting Leads With Advanced Filters of Zoho CRM
The Advanced filters in the online Zoho CRM system, are one of the greatest ways to understand the ways in which CRM works while discovering important insights in no time. It is a powerful search tool that allows you to extract valuable sales information
Zoho CRM running terribly slow
Not sure if any one else is encountering this but our whole team is experiencing that zoho crm is running very slow. Feels like we are on a dial-up connection. Half the time page doesn't load or takes forever to do any thing. Reports hanging or taking
Connect ZOHO CRM with specific email domain from Google Workspace
Hi There. We are using Google Workspace with multiple email domain aliases for each user (user_1@domainA.com, user_1@domainB.com). We would like to integrate emails into ZOHO CRM (using ZOHO One) Please could you let us know if you can integrate/filter
Email Status
The email status in the Candidate Profile section is very useful, however, I have one question. If you have cc'd someone in the email, is the status that is being reported tracking only the email to the main recipient, or would the status change if the
Canvas - Zoho Books Details ?
I get that the financials are hidden for privacy & we need to hit the drop down when we want to see the details. Can we have an option to always show this, without needed to hit the dropdown. Any plans to add "Total Sales", "Outstanding Receivables"
Streamline your Client Collaboration
Hello everyone, When it comes to invoices and payments, the biggest blessing for a client is to track them all in one place and stay organized. Fortunately, Zoho Invoice makes this possible through its interactive 'Client Portal' feature. If you aren't
We need to share the form built in zoho forms to a group of specific users. What add on’s / plan we need to purchase /upgrade
We need to share the form built in zoho forms to a group of specific users. What add on’s / plan we need to purchase /upgrade
The email generated from Zoho forms would come from which specific email id/domain.
The email generated from Zoho forms would come from which specific email id/domain. (This is required for whitelisting at our end)
Paid Job For Zoho CRM Developer
I am looking for a Zoho expert on an ongoing, but casual basis (not a Zoho partner) to assist with customising our CRM requirements. Priorities are; Build an API to connect with another CRM that has an open API. I want a two-way sync, but will use Z CRM
Delete Events!?
App is still terrible, at least the current version. I can't even find a way to delete old out of date events. For instance, a left click on a calendar event gives no option to delete it and a right click gives no immediate option as well. But when I
Hero slides not showing in Preview or on published site
My hero slides (with background videos) appear just fine in Builder (first image below) but are simply not there in either Preview or when Published (second image below). I only have one site and I've given debug access. Thank you for your help.
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