What is Zoho Connect and How Is It Different from Zoho Cliq?
One of the most fundamental tenets of doing a business is seamless team collaboration. With effective team collaboration, getting the best out of two or more individuals becomes possible. In addition to keeping the team members safe from facing any burden
Changes to How You Navigate Zoho Inventory
Hey everyone! As we've added new features to Zoho Inventory over the years, the number of modules accessible from the left sidebar has increased as well, requiring you to scroll to get to the bottom of the sidebar. So, we've decided to declutter the
Importing call record to Zoho CRM possible?
Hello, as it seems that Microsoft Teams integration is not yet possible for CRM, (https://help.zoho.com/portal/en/community/topic/dialing-microsoft-teams-phone-service-via-zoho-crm), I would like to know if it's possible to import a Teams Voice CSV record
How to add a form widget and button on record page
I'd like to add a button to open a form in an iframe or widget for the related record so my representatives can fill out a specific qualification questionnaire form when speaking to a client without having to go to a separate webpage to fill the form.
What's new in Zoho Mail: November
Hello everyone, There were interesting updates to Zoho Mail for the month of November and we have listed them out for you below. Give the features a spin and let us know your thoughts. If you've already tried them out share your experience. Zoho Mail
Tip of the week #21: Create and manage Group Calendars in Zoho Calendar.
In Zoho Calendar, you can create group calendars for a set of people working on a common purpose. All members of a group will be able to view events, add events, and send invitations to other members of the group. You may either build a group calendar
How can I insert a subform row, set the drop down value, and add to the drop down field a list of options?
Scenario: A user enters data into a subform and submits the form. Later, the user would like to return to the form to make a change. The change is to select a different option from the drop down field. Problem: When the user goes to perform this change,
How to link multiple brands/websites to territory
Hi Guys, We have around 100 brand/product specific websites which we want to assign to 10 territories (10 each) and track the matrix for each territory in terms of total visitors, total leads, total chats, total sales etc. done in each brand/website
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
Recording an expense - Price lists and automation
Hi I have been trying to automate Zoho for a while now, I am trying again to see if I can come up with a way to have price lists while I create an expense, which I do not think does exist. I can create an Item with automatic pricing from the invoice itself,
Display User Name Instead of ID
I would like to include a field in my analytics tables to include the name associated with the ID. For instance, in activity table we need to include the user name associated with the user ID instead of the ID. Can someone advise how to accomplish this? It's easy for the activity owner, but not the "Modified By" field. I've confirmed that the two tables are indeed linked.
API error
Please can someone tell me what I'm doing wrong here? I have created a "Self Client" app in the API console (the EU one as that's where our accounts are). I have copied the client ID and client secret. I have then generated a code, for scopes Desk.search.READ
voice is not available in AUSTRALIA data center
Hi there, I need to know the exact time that Australian users are able to use zoho voice. It is important for my company. None of the employees are satisfied with zoho telephony. Zoho Telephony made a really hard situation for my company! Please help
Pregunta que no cumple norma
Hola buenas tardes, necesito ayuda. tengo una pregunta en mi encuesta tengo una pregunta que tiene la condición si o no al respondedor si, se debe esconder la siguiente y pasar a la subsiguiente. pero al establecer esta norma y ejecutar el cuestionarios
Updating fields based on criteria found in the same module
I would like to find a way to update a specific field when certain criteria is met. Currently, I am using a hosting server to map orders to the deals module in the CRM. At the time the orders are imported, they go into the booked stage. Upon shipping
How to filter an Integration Lookup?
I have a Dropdown with values A - Z which match a field in a CRM integration module (Deals). I want to filter the Deals based on the selected value of the Dropdown. How can this be done?
Connecting to an external service through REST API
Is it possible to connect to any external application that provides a REST API or only to specific services? Where can I find more information about this? I'm trying to make my Zoho Creator app connect to my company's electronic invoicing system (https://developers.datil.co/) so each sale automatically generates an invoice instead of having to do it manually.
Zoho Mail does not print all images in email
Hello, I'm new to Zoho Mail and I'm having trouble printing images in emails. I have attached a screenshot of the email as it looks in Zoho mail on my Windows 7 PC. I have also attached a screenshot of the email after pressing the Print button from the downdown list in the upper right hand corner of the email. If you compare the email with the print, the picture of the masonry bricks is not output when printed. I've tried printing using different computers, different browsers (Chrome and IE),
zoho.crm.searchRecords No longer returns records when passing multiple criteria
Using the following criteria zoho.crm.searchRecords("Subscriptions","(Next_Bill_Date:equals:" + this_week + ") and (Related_Store:starts_with:Roch)",1,200); I was returning the appropriate records yesterday. Today when using the same criteria no records are returned. When I search only using 1 of the criteria I do get results. I'm wondering why the (and) no longer works.
I can not access my account!
Earlier this year I signed up for the "Mail Lite" plan with Zoho, but today, about an hour ago, my account has become "inactive" and I can't log in. I'm having to use another newly created account to post here on the forum. I've already sent emails to
How to pull in related Zoho Books Customer ID into Zoho CRM field
Background: I will be creating a dynamic link in Zoho CRM for each account. For the link to need the customer ID related to the Zoho CRM account (not contact). Preferably I'd like the Zoho Books Customer ID to be in a field so I can easily create a link. Question: How do I input the Zoho books account ID into our 5000 accounts for each account? I'd prefer that the field automatically populate when the record is opened. If that is too slow perhaps there is a way to have it populate itself on a batch
Integrating Contract employees in payroll
Hi, I tried to integrate Payroll for my company but it doesn't support contract employees. We have a mix of permanent and contract employees but we are not able to use payroll. It would require a different earning form and taxation. It would be wonderful
Tags
1. Is there a way to have tags window open all the time? 2. How does one search tags? Thanks
Duplicating Field Values
Hi there, Upon updating the shipped amount on the deals module, I would like to automatically change the stage to shipped (which is already functioning through a simple work flow). In addition, I would like to update the additional fields -- amount and
Zoho Sheets Bugs
I am experiencing Zoho Sheet as a very unstable and fragile app and it has not improved since I firstly tested it several months ago. When I used it recently I experienced the following difficulties: Server Error messages when attempting to hide a column.
Adding 301 redirects in bulk
Hi, I can see I can add 301 redirects one by one but as I am moving a wordpress site and have many pages, products, blogposts and pages, i need a solution to add 301 in bulk. How do i do that?
Renaming documents uploaded in "Attachments"
It is important for us to be able to rename documents uploaded in "Attachments" section. It is a basic functionnality. Each time we want to rename a document, we need to download it, rename it in our computer and upload it again. The process is time consumming.
Cliant Script is blocked by Japanese National Tax Agency Server.
I am writing a code to access the corporate number WEB-API of the Japanese National Tax Agency in a client script. So...Error found. like this Access to fetch at 'https://web-api.invoice-kohyo.nta.go.jp/1/num?id=KMKmyQSJV9bKa&number=T8040001999011&type=21&history=0'
Problema para enviar email
Bom dia, Não estou conseguindo enviar e-mails através da minha conta. Está reportando o seguinte erro: Não foi enviado enviar uma mensagem; Razão: 553. Relaying disallowed. Invalid domain - contato@taisborges.com.br O domínio está ativo no site do registro.br
FAQs on Remote Sales Office - Post your Questions
Dear All, Remote Sales Office is a Zoho CRM offering that provides a bundle of applications to help smoothen communication and interaction between employees and also with customers. The toolkit consists of the following collaborative applications Zoho
Need new custom function
Hi, good afternoon. I need help with a new custom function. I have this custom function made by the dev team: d = zoho.currenttime.tostring("yyyy-MM-dd","GMT-8:0"); c = d.getDayOfWeek().toLong(); cd = {4,3,2,1,7,5,6}; add = {9,10,11,12,6,8,7}; ind = cd.indexOf(c);
Community Digest: un resumen de noviembre de 2021
Community Digest de noviembre de 2021 ¡Hola! ¿Qué tal? Sólo nos quedaba un último paso para dar rienda suelta a la euforia navideña, y sí, es que nos quedó pendiente el Community Digest de noviembre de 2021. ¿Qué ha pasado este último mes? Te lo contamos
Button to convert Contacts to a Custom Module while assigning it to a lookup field
Hi eveyone! I have created a workflow in our Contacts module (which was renamed to 'Students') so we can create a file in the custom module 'Students Contracts', which is related to that student. However, seems like there's an easier way to convert
Can't see examples in Template Gallery
Hi, we are trying to use the email templates in Zoho CRM to send mass-mails to our customers. However, it seems like our version does not provide the full functionality promised in the tutorial video. crm_templates.png is a screenshot showing how the
How to find the zoho books template_id for the bills
I was using the create Invoice api in zoho books to create the invoices but I cannot find the template_id for the templates in my portal. Kindly let me know where I can find the template_id for the invoice templates in zoho books dashboard
Typeform and Zoho CRM
Hello Has anyone had any luck integrating typeform form into Zoho CRM contacts. I am aware that there is Zapier but was hoping for a free service. We are enterprise on Zoho CRM. Any help would be gratefully received.
Access external API's in appliations
Hi I'm just wondering what the best way is (or if it's even possible) to access external API's in creator? I.e. a payment platform, or other. Has anyone had experience with this in the deluge script, or in the pages function? Thanks
Link records in one form to another via number range
I work in a high volume ecommerce sales business where we process items that are grouped together in boxes. Each item has a unique ID number, and the box that they are in also has a number. Each item is entered into our database including the item's ID
Linux Desktop App forces me to login Daily - Causes Device Limit Exceeded
The Notebook Linux Desktop app asks me to login in again almost daily. It's really annoying. But worse than that, it now also gives me an error saying I've reached the "Device Limit". So every few days Zoho Notebook kicks me out for an unknown reason,
Incoming messages duplicated in Zoho web client.
Incoming messages to my @Zoho.com account are duplicated. I did not make any changes to my account. This appears in the web client (mail.zoho.com). My primary interface is the desktop Outlook client (using IMAP). The problem first appeared on 2 Dec.
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