WhatsApp for Zoho Desk is now open for beta access!
Greetings from Zoho Desk! We are thrilled to announce that WhatsApp for Zoho Desk, powered by Twilio, is now available for beta access. Multichannel customer service doesn't completely serve its purpose until you support customers in channels that are most convenient to them. It makes the customer's life easier when getting an issue resolved is as simple and quick as talking to a friend. With over two billion users worldwide, WhatsApp is the most popular chat application around the world. This
Converting email body as Ticket Description
Good Day We are currently creating tickets from EMAIL and exploring workflow option for handling tickets automatically. One of our use case is to check a unique content from the body of an email and update the status of the created ticket for which we
I wanted to create Zoho Survey for site!
I wanted to create a Zoho survey to collect opinions about my Video acca-video-lectures . Can I create a Zoho survey for free? And where can I post my survey for free or at any cost for the Zoho survey? Help me regarding this.
Delete Portal User
Hi, The portal add on for 1000 users is A$387.2 per month. Are these customers or organisation users? im assuming customers …. The follow on question Is it possible for us to delete or inactivate customers ? Thanks Richars
Adding user field to Sigma extension or allowing access in Creator
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.
For each into a message of an email
Hi! I'm trying to create a table that contain variable rows. To create those rows I'm trying to put an "for each" into the body of the email using <% and %>. Does anyone knows if that is possible? And if it is, how i can do it?
Mobix devient partenaire Premium Zoho
Nous souhaitons féliciter toute l'équipe MOBIX qui vient d'obtenir le titre de partenaire Premium ! Avant de vous présenter plus en détail la société MOBIX, sachez que nous choisissons avec la plus grande attention nos partenaires. Mais qui est donc ce
Cookie banner API
The cookie banner is configurable to show "Decline" button in the rendered banner. What does the decline button do? Is there a way to hook into it with API, so I could execute my own logic if the user declines?
Can I use ZFlow to stop duplicates in ZCRM?
Ok I use MailChimp Signup form but it is creating duplicates in ZCRM. Can I use Flow so that prior to sending the contact into ZCRM Leads it searches in Leads and Contacts for the same email address. If it finds the same email address it triggers an email
Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio.
Canvas is LIVE! Today, Zoho CRM is finally launching Canvas, our ambitious approach to create the gold standard of CRM experience. After a successful early access program, Canvas is now available for all. And by all, we mean all. Canvas is available by
One Project - Many Customers & Suppliers
I run events and need to be able to set up one event and invoice many clients. I will also receive many supplier invoices. Is there a way to create an event (e.g. projects) and apply invoices for different clients and from different suppliers to track
Interview Scheduling
How can i schedule the interview to 2 people in the team since they both need to be part of the interview, Also i will like to send resume as an attachment to the invite. Is there a way that link to google hangouts can be added to the invite details ?
How to recieve notifications for inbound emails sent on Alias email in CRM
Summary: I want Zoho CRM to notify me whenever I receive an email on the main email domain or its alias email address Hello, I have configured a domain email 'info@abc.com' via IMAP in Zoho CRM. Any emails received on this email address send me a notification
best use of zoho
HELLO I want to first finish my website that i've started. once website is working i want to set up the begin and sales iq and crm i feel sales iq is a different version of crm can you help me with it give me a package price jyotsna bedi
Domain Authentication
I am going to do Domain Authentication, but I recognice that the SPF referers to "usermail", while the actual mails that we want to get through the smap filters is sent by "product", eg. product.zohocreator.eu. What is the correct SPF to get all the Zoho-mails
printing a receipt
hi, I would like to be able to send a record to a receipt printer in one click. Can this be done in creator?
【12/8(水)】今年最後のZoho サービス もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう
こんにちは、みなさまいかがお過ごしですか？ 12月8日15:00より、Zoho サービスを対象とした オンラインもくもく会を開催します！ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎もくもく会とは... →複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。 ※もくもく会の詳細は、以下のURLをご参照ください。 テックキャンプ ブログ： https://zurl.co/nDYa (外部サイト） ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━
dynamic threshold for a report
Is it possible to add a "dynamic threshold" to a report? Or is there some other way to add this via the summary functions? Use case: I have a bar graph of sales $ by order date. I'd like to add a line that shows the average sales for the period shown. The "threshold" function creates the look that I want, but it seems to only accept a hard-coded value vs. a formula. I do not want to use a moving average, I want a horizontal line that runs the full length of the graph. It needs to update automatically,
Lookup field as base for reports
Hello, we want to build a form with one lookup field to another form (=customers). Depending on the selection we want to consolidate on one screen the opening of several other reports (contacts,computers, etc.). The lookup field shall be given as parameter/filter
What DNS names for own domain? Zoho site website
I
FAQs on Multiple CRM Organizations - Post your Questions
Dear All, Accessing multiple CRM accounts using the one login credential provides administrators and users an easy way to login to different accounts. Often organizations maintain more than one CRM account to manage business, sales, and customer data
ZOHO Desk doesn't work
We cant login to any account. The screen below.
Beginner Issues
Hello everyone I am new to this whole zohobooks thing. I am an accountant trying to deal in accounting work of THREE branches of a CAFE... I am really confused on how to enter daily sales information, monthly expenses etc etc. Anyone can help me with
Add posibility to select format for currency, decimal and integer fields
Right now it is not possible to select the format of currency, decimal and integer fields. For example, different clients prefer to use "." or "," special characters to separate thousands or decimals. A few examples which could be useful are: 1.234.567,89
How can I contact leads from Zoho social
We are getting a bunch of leads from Zoho Social into our CRM but we aren't able to contact them for lack of phone numbers and/or emails. What is the best way that we are able to reach these leads?
PBX/VOIP systems
Hi, my client is looking to switch PBX/VOIP systems to one that will play nicely with Zoho CRM's Phone Bridge. Can anyone suggest a good PBX/VOIP system that works in TURKEY
As a red mark
I have a form to assign an appointment, what I need and how I can do it, in case if I am going to assign an appointment at 7 am and it is 9 am the red dots are marked in the schedule box, the only thing I could do is to mark me red if I had already assigned
Giving freelance developer access to Sites only
I would like to give access to my Sites to an outside, freelance developer for 3 months, but not access to my CRM. How do I do that? Do I need to create an additional user ID for them? How do I restrict that user ID to only Sites and Social?
Hiring pipeline : a more flexible display
Hello Zoho, I am using a lot the Hiring Pipeline widget and I think to have the possibility to organize the jobs up and down, depending on our preference and priority would be great, in order to be more efficient Thanks Olivier
IT Asset Tracker - user level licecing
We have just been looking at adopting the Asset tracker App but noticed it falls short in a quite key area for us. If we have user level licences these are of course not loaded at machibne level which the basic version of App works at. Has anyone in the
notificatioin mail on receiving new ticket in different languages
hi community. I am setting up mail notifications for a global support team. We have customers all over the globe and I would like to have the mail templates sent in different languages, depending on the language chosen in the ticket. Is there any way
Adding notes and attachments with deluge
Hello i want to know how to fetch and insert notes and attachment into Candidates from zoho recruit?
Project proposals
HI We are a bit new to the platform and would like to automate our proposal creation process. The idea we want our sales rep to go from the crm from a lead to be able to create a proposal for a client based on products and services. Ideally we would like
Elettronic Invoice
Ciao in Italia c'è bisogno della fatturazione elettronica, come può inviare fatture elettroniche chi utilizza l'ecosistema Zoho? Grazie Marco
Zoho Books - posting a journal entry to a previous period for accounts that have VAT element
Hello, I am trying to post a correcting journal entry, to record expenses for previous periods for which we have filed our VAT return. The system is not letting me do it, because the account has a VAT element in it. thanks
Update a date field using a function
Hello all, My sales team wanted me to create a button in order to log calls easily. Now my function works fine, but they want me to add couple of lines so a specific date field would be filled automatically after the activity is created. Note that the
Liste associé dans module
Bonjour à tous, J'essaie d'asoccié un module que j'ai créé dans le module affaire, mais je ne vois pas comment faire. Comme on peut voir dans ma capture, je peux créer des widgets et des fonctions, mais ça ne me semble pas être cette méthode. Ce qui
Problème pour ajouter une phases de pipe
Bonjour, Comme vous pouvez voir dans ma vidéo, j'essaie d'ajouter une phase sur mon pipe et cela ne marche pas. https://www.loom.com/share/7c2f3e162d804244b6ae372b2a64ae7e Savez-vous d'où vient le problème ? Merci pour votre aide
Download a custom template from a report
Hello, I have a report which contains 3 templates, but I want to press a button in the report to download the template, which is by means of a condition, since I have not been able to do it and it always downloads one and not the others I don't want to
Is custom sorting still not available on windows?
came across a thread from 2 years ago asking for custom sorting on windows. im dissapointed two years later im still not able to custom sort my notes on my pc. i can do it on my phone and tablet but not the PC. Is this still considered for future updates
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