App Spotlight: Dialpad for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Dialpad for Zoho CRM Sell smarter, better, and faster! Bring communications into
App Spotlight: Servetel for Zoho
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho solutions. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. Servetel for Zoho Servetel is a cloud telephony platform that helps businesses enrich
App Spotlight: MoceanAPI SMS for Zoho CRM
Our App Spotlight brings you hand-picked apps to enhance the power of your Zoho apps and tools. Visit the Zoho Marketplace to explore all apps, integrations, and extensions. MoceanAPI SMS for Zoho CRM SMS is still one of the best mediums to use to reach
Introducing Exotel, Integrately, Aloware, SanIPPBX and 12 more extensions for Zoho CRM
Telephony extensions We recently released four new telephony extensions. Start making calls from your Zoho products, and receive incoming call pop-ups to get contextual details even before you answer the call. Enable click-to-call and log call recordings
What's new on Zoho Marketplace in November 2021
Zoho Marketplace offers 1,000+ extensions to help connect and enhance your Zoho products. Here's a list of the new extensions released in November 2021: Telephony extensions We recently released four new telephony extensions. These extensions are supported
Does new changes in project template reflect on old projects?
I need to understand how the new changes in a project template would reflect on the older project that have been using the same template. Is there a way to disable changes in the project template to ensure no mess up happens? or does it show a confirmation
Email blocked for "security reasons" and no response from support for over 72 hours!!!!!
We don't have access to several email accounts with our domain since Saturday. We have emailed Zoho support daily insisting this is an urgent matter as this is our business mail and we have received no reply for 3 days. We cannot unblock these accounts
Using the progress of Subtasks to determine the progress of the main task
Are there any plans in the works to add functionality that allows you to use the subtasks progress to determine the progress of the main task? It would be nice to have a weighting factor also so that you can set how much a subtask is worth with regard to the main task.
Turning off Overdue notifications for Zoho Projects I'm not on or assigned to
My company uses Zoho projects to manage tasks across various different divisions. I use the overdue reports to help manage my personal tasks with a firm deadline. The problem is that my daily report shows the overdue tasks on all the projects across
Sync Failed
We have had the last few syncs fail for one of our scheduled imports. We ran an internal query on our server and it returned 900,000+ records in under 16 seconds, so we do not THINK that the issue is on our end. We also have not made any changes to the
Add Columns to Table using Query
Normally to add columns using SQL I would use the Alter Table statement. However, it looks like ZOHO only allows Select functions. I have a row of Estimator Names, and a corresponding row of Job Amounts and a row of Job ID's. What I would like to do is
Zoho and WHM/Cpanel
Is there any way to get Zoho (particularly Invoice) to play nicely with WHM/Cpanel? It would be great if they all worked together. I'd like to be able to administer my WHM from Zoho as well as handle billing etc. As I currently run a hosting company,
Analytics Down but Status Says All is Fine
It's been over 30 minutes that Analytics has been down and all we're getting is: Yet the Status page shows: Bad enough that Analytics is down (please fix!) but worse that the status page doesn't show accurate current information.
zoho books search taxes
Hello, I am trying to create draft invoices in books for quotes that are ready to be billed from zoho crm. The main challenge i am having is taxes. They are based on location and each quote has the tax name i need to charge, but i cannot get the search
How to switch to multi purpose?
Hello - Trying to activate a campaign workflow and it says: Please switch to multipurpose You cannot send automated emails while you are in single purpose. so please switch to multipurpose Guessing there is some setting somewhere but I'm not sure where
Update Campaign subscriber tags?
Hi, Does anyone know if there's a way from Flow to be able to update the tags set against a contact in Zoho Campaigns? I've had a good google and turned up nothing so far. I can set CRM tags, but CRM sync can only happen a limited number of times per month - and wouldn't get triggered anyway with just updating tags in CRM, and I;m not sure Campaigns would see the tags anyway. Thanks, Karl
Dupliquer un poste dans Zoho recruit
Bonjour! Je cherche à savoir comment on peut simplement dupliquer un poste déjà crée dans Zoho recruit sans avoir a en créer un nouveau. Merci! JF
Autoresponder not sending out mails
Hi, I've setup a test run for autoresponder. It was done almost 12 hrs ago. However, none of the recipients in the list have received the mails. Can you please check and assist on this? Regards, Amanjot WizIQ
Pay with stripe button doesn't do anything
I have my Zoho account linked with Stripe, but when I create a PDF invoice, at the bottom it says "Pay with credit card using Stripe" and there's an image of a little payment button, but in the PDF that button is just a picture, and clicking it doesn't do anything. I had this working at one point because I had a client pay via stripe, but now it's not doing anything. I tried switching invoice templates and double checked the integration between zoho and stripe, and I can't get it working. Anyone
Why we Cannot Log in to this https://sso.secureserver.net
Hello, Hope you are doing well but I have one question about my problem so I mentioned in my title. What do I do if I cannot log in to this site and verify my address? And my published site cannot be reached? why this problem occurs on my site.
Is it safe to give out your client id and client secret?
I created a self client api via the API console for my sandbox account. Took me a while to work everything out and then I managed to generate tokens and refresh tokens for my developers to use. I had to step away from my computer for half a day this
Receiving emails
Just setup domain emails but only able to send but not receive emails. Please advise!
Creating Two Column WebForm with Sliders
Hello Creator Community- Thank you in advance for your assistance. I'm trying to create a pretty simple web form that: - Contains 1 sliders - Has 1 calculations field - Has 3 text entry fields - Can be formatted into two columns (So I don't have a 1 page
Tags and new customs fields are now supported in latest version of the Sprints iOS mobile app.
Hello All, In the latest version of the Zoho Sprints iOS app (v1.1.30), we have brought in the below features: ➤ View tags associated to an item in the item details screen. ➤ Create new tags and associate existing tag to an item in the item details
Tip #3: Establecer permisos en Zoho Desk
Tips and Tricks para Zoho Desk #3, por Lorenza Pasca ¡Hola, comunidad! ¡Bienvenidos a este nuevo capítulo de Tips and Tricks de Zoho Desk! Una serie para compartir consejos y buenas prácticas sobre las aplicaciones de Zoho. Si queremos mejorar el servicio
Email delay options
I have seen this in a lot of automation apps and it's really a pain to deal with...so maybe Zoho can be one of the companies that do this the good way! : ) When sending a series of emails, so many email automations apps give you delay choices based upon
Zoho Hipaa compliant?
Is Zoho reports or creator Hipaa compliant?
Count characters in multi line text / Creator
Good afternoon. I want to count the character/letters in a multi line text box to avoid having more than 140 characters into this box. Is there a way to show how many characters are in a text box? I use "on validate" to tell users to stay below 140, but it's never clear how many letters have be deleted to match the maximum. I'd like to display the total of characters used in a separate (formular) box. Thank you for suggestions! Oliver
Adding in an 'opt-out' email list to exclude from current campaign list
I'm trying to move our emailing campaigns over from a well-known email provider, we'll call 'MailMonkey' (MM), into Zoho. I'm using a list of contacts from our CRM to create a Campaigns List but...having run campaigns with a very similar data set on 'MM',
sort projects by name, or by created date?
Hi: Seems like the "list projects in alphabetical order" can only be by Ascending order, no Descending order. Also in "Home" -> "Active Projects" section, why not show project "Created Date", and can be sorted? I create 5-10 projects per day, but some how I don't know how they got listed and ordered? and I don't find a better way to order them? Drag Drop won't work because it is time consuming. Any suggestion? Thanks James
Caldav/ical for shared busy/free calendar
Any way to have a shared busy/free calendar in calendar app? any caldav link or a way to import it into the calendar app of mac/iphone?
"Internal Server Error" when moving an event from one calendar to another
Hi, I have several calendars that I use for various purposes and I constantly need to assign existing events to a different calendar from the one where they were created. I would go to edit event and then assign a new calendar to it. Today, zoho's responding
Introducing: Pause and Resume subscriptions with Zoho Subscriptions
Dear customers, Zoho Subscriptions now allows you to pause and resume the subscriptions. This feature has been in beta for a while and we are releasing it for everyone now. This feature has been requested by our users who belong to different industries. Consider this scenario where you are running a coaching institute. There might come a need to freeze the subscription during the vacation time. If you run a box business supplying goods on a monthly/quarterly basis, your customers might want to put
Widget development settings
This is probably a silly question. But is there any way to connect a widget to an app during development so that we don't need to keep packing it and seeing if it works? The documentation for widget development doesn't seem to be very clear on just how
Same link goes to different Creator databases
I have several Creator databases. All act the same. I MUST go to my dashboard https://creator.zoho.com/userhome/jimdwest/dashboard to get the working link for the database. The IDENTICAL link that I have on my desktop takes me to a different place in
Zoho CRM TIPS and Tricks #3 | Voeg kleurtags toe om records beter te kunnen identificeren
Tags zijn unieke id's die aan verschillende records kunnen worden gekoppeld waardoor je beter overzicht kan behouden. Bijvoorbeeld warme leads, koude calls en belangrijke deals. Hiermee kan je records efficiënt zoeken, sorteren, categoriseren, filteren
Adding a creator app to a tab group
We have a creator app that we have imported into our CRM, however I can't see a way to add it to a tab group. Is this possible? If so how? The Tab is called Print Booking and I can't see it in this module, or in the config of the creator app.
Better Looking CRM WebForms?
Hello Community- Hope you're well. Big Zoho fan and a One subscriber. Have created a very simple CRM Webform that is embedded on my Wordpress web site using elementor and the worlds most popular theme: Astra. But when I embed the Zoho form onto any page,
Trigger Action from other Action
I have written an action in Zoho CRM that triggers on record update to update information in Zoho Projects. The issue I am having is that the script is a few thousand lines at this point and is very difficult to maintain. Is there a way I can create a
Not receiving email notification when @ in a record
Hello, I have a client user who reports receiving email notifications when she is @username tagged in some modules, but not receiving email notifications when she is tagged in Deals. We use Yahoo mail, and believe I have confirmed that Yahoo is not the
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