【11/10（水）】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？ 11月10日15:00より、以下の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！ Zoho CRM /Zoho Assist /Zoho Desk /Zoho Analytics /Zoho Books /Zoho Bookings /Zoho Flow ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎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。
Help center close button
Hi Ash and team, I want to give my requestors the ability to close their tickets. As default close ticket button is shown when a ticket does not have associated blueprint. But i want to show it even if the tickets are in a blueprint. Is there a way to
Timesheet Reminders
Hello, Do you wait for your temps to submit their timesheets for approval so much that they eventually forget which timesheet they have to submit at all? Not anymore! We've brought in a simple yet handy feature—Timesheet Reminders. Once enabled, you can
How to have a Zobot pass the flow seemlessly to another Zobot
I am currently trialling the codeless Zohobot service and so far loving it. The use of plugs is particularly powerful, as it lets us look up a user in our CRM and take actions depending on their customer level and status. However, this Zobot is getting
Closing chat bubble
Hi, I have a problem with the chat bubble in Zoho SalesIQ, It is impossible for my customers to close this, which can be disturbing for the user experience, can you help me to simply add a cross, to easily close this chat bubble? This is my site: https://hopstock.fr/
Bigin Mac app gets a fresh look!
Hello everyone, Bigin Mac app just got a fresh look with macOS Monterey! So without further delay, let's take a look at what's new in the app. Make your workday simpler with Shortcuts Set up quick shortcuts to perform tasks with just one tap. By configuring
Calendar disappeared
Hi - I'm unable to open my calendar from my web mail, and all of my calendar entries have disappeared on my Zoho mail mobile app? My calendar settings option has also completely disappeared from my Zoho Mail "settings" page. Please help, as I have no idea what my calendar
Error sending emails, URGENT, ResponseCode 421, 4.7.0 Temporarily Deferred
Hi everyone, It's days that I'm experiencing a problem sending emails, from different accounts on my domain and to different domains. I get this error, it's so frustrating because I use this emails for work: The recipient is outlook or hotmail: PLEASE
How to use Flow (or other) to update inventory of variants in Bigcommerce?
In Flow I am trying to send Shopify inventory changes to Bigcommerce. I have the other direction sorted out. The Shopify trigger webhook is working. Regarding the next step, I am able to update the inventory of a Bigcommerce product that doesn't have
How did you do system migration from Salesforce&Pardot to ZohoCRM? セールスフォースとパードットの組み合わせからZohoCRMに移行された方はいますか？
Salesforce とPardotで紐づいていた情報は、移行しましたか？ 移行できたもの、できないものはありましたか？ また、移行する、しないの判断はどのようにされましたか？ お知恵を貸してください。よろしくお願いいたします。 How did you migrate the information associated with Salesforce and Pardot? Was there anything you could or couldn't migrate? Also, how did
Zoho Forms causing WordPress pages to break...
All of a sudden today, all the pages on our WordPress site that have Zoho Forms have broken. The plugins start to malfunction and page content is suddenly missing. This is ONLY on the pages that have Zoho Forms, and the issue resolves when we remove Zoho
IMAP with Gmail and Zoho Mail
I am in Zoho Mail and the default IMAP shows Zoho Mail imap.zoho.com.au and the out is smtp.zoho.com.au This is the default IMAP. I can't recall how this was set up. I want to change this to gmail as I am using GSuite and before I migrate fully to Mail
Get all Quantity in subform
Hi, So I have a subform in my Form I would like to get all the value of the column Quantity in my subform and add it For example in my subform Quantity Price Description 1 200
Zoho Books Automation - Set Defualt Language Templates upon Language Selection
Hello, We are looking to implement an automation function. When the portal language of a customer is changed, we would like to update all of the associated PDF templates and Email templates for that customer to match. e.g. within a customer object, we
Zoho One - Zoho MarketingHub - Zoho Campaigns
Being a Zoho One customer i'm trying to decide how to best use each of these Zoho apps, Campaigns and MarketingHub. Curious to know others approaches. Maybe use MarketingHub for Lead management and engacement, and Campaigns to email current customers with newsletters and such? Thanks to all for your feedback!
Need a version YESWARE for Zoho!
This software was great for direct email outreach at my last company! (Yesware.com) Zoho is not compatible and doesn't have an emailing feature that allows for batched custom emails. Now I'll have to do all of this manually which is a gigantic waste of time Please comment if you agree you'd like to see this!! Thanks, H
'Opened any emails' segment criteria
When creating a segment, there is a criteria option called "Opened any emails". I can't get this to work or find any instructions on what Campaigns is expecting me to put as the dropdown or in the text box on the right (see screenshot). Please can someone
How to use tags to create Campaigns lists and email clients?
Hi, How can I use tags (from Contacts) to dynamically create marketing lists and email my clients regularly? I really hope that the option is not to create a manual list every time because this is just not manageable. I know how to create segments but
Multiple business entities through one Zoho account
Hi, We currently have a Zoho One account for our business but are expanding and need to include a new entity. We want to keep the two entities separate and ideally be able to use the one Zoho One account but switch between the two entities when needed.
Can you automatically create a Deal (Zoho CRM) every time a Deal Form is created/submitted (Zoho Forms)
Hello there, we have a Deal Form for sales guys in Zoho Forms that we ask them to fill out. Every field matches a corresponding field in CRM, it looks like it's doable through an API but I'm not sure how to do it in Deluge. Would anyone be able to assist
Zoho One Dashboard
Hi, Is anyone else having problems with the loading of the Zoho One Dashboard? Mine is freezing during the loading process and not loading. I have cleared cookies and cache and temp internet files. I think the dashboard is awesome, but I would love it
Workflow rules not working
Hi guys, Hopefully, you'll be able to help me with this one. I've got two custom modules and work with the Deals Module as well, all of them have 3 different layouts matching fields: Contracts Sites Deals I made a Workflow rule to update records: From
Child campaign - send to recipients that have NOT clicked
I want to send a Child Campaign to recipients who have opened but not clicked on a link in the parent campaign. I cannot see an option for this - see screenshot. How can I do it please? (It is for a webinar event and I want to target recipients that have
I've imported records for my organization, unfortunately every one incorrectly came in under my name for the Account Owner instead of the assigned owner
The mapping in Zoho import is not working
businesses and customers do not charge after activation
I was testing the bigin program in the testing period, after it finished there was an option to join +100 days to test the program by sharing it on social networks, this was done, the system started working again, just with a but in the browser it doesn't
Handy ways to delegate tasks
Hello, all! We are back with a new update on the Tasks module that simplifies task ownership management. There are five handy options to delegate tasks in a project and let's see them below. Select one or more tasks to enable the Bulk Update checkbox,
Add a subtask to my Zoho CRM as a task
Greetings, I hope find all good and safe! It is not being possible to add a subtask to my Zoho CRM, the link to add to my CRM appears always (when creating the subtask, after in the subtask list when the subtask is selected), but when I click on these
Pregunta a los Expertos #3: Nuevas funcionalidades de Zoho One 2021
Pregunta a los Expertos #03: Funcionalidades de Zoho One 2021 ¡Hola, comunidad! Es momento de llevar nuestras preguntas a nuestro foro en español. ¡Demos la bienvenida a otra edición del Pregunta a los Expertos! Pero antes, un pequeño recordatorio: ¿Qué
Did you know?#2: How to filter your report by custom date range in PageSense
Do you want to quickly view your experiment analysis or responses over different time periods? Want to effortlessly compare the performance of your website by specific weeks, months, or years? Also, see whether your new marketing strategies or efforts
Add a CRM task to Project as a subtask
Greetings, I hope find all good and safe! It is not being possible to add a deal task to my Zoho Project as a subtask (that is what I need). I have tried to add as a task and after move it as a subtask, but it is not being possible, too. From Project
Deals Module - Open/Closed activities
My Deals Module layout/format in the Open & Closed Activities section had a new look today. (See below) Did Zoho make a change? Previously, I could see the Task info horizontally across the page with more details. As a result, I did not have to open
Field updates cannot trigger rules
I set up a workflow that triggers when a field is changed. When I manually modify the field, it works. But, when a field is modified in another workflow, it no works。 What should I do to make it work ？
Community Meetup
Beste Community leden, Zoals je weten hebben wij recentelijk een update doorgevoerd met allerlei nieuwe mogelijkheden binnen Zoho One. Bijvoorbeeld vijf nieuwe apps, diverse nieuwe en verbeterde services en een gloednieuwe UI. Tijdens onze webinar konden
Widgets
Hi I am new to the Zoho CRM and I see that people go on about widgets I am unsure what widgets really are, I was wondering if anyone can help or advise what widgets they use in their CRM. I am in insurance so I am always booking appointments etc so anything
Zoho Campaigns not recognizing Zoho CRM currency fields
Hey Team, We are now creating campaigns involving currency fields in Zoho CRM. When I tried to sync all currency fields, it does not show any amount in the Campaigns custom fields. I checked in Campaigns and it seems like all currency fields were set as long integer or text. I tried creating a custom field but there is no currency field. Can you advise on how to sync CRM currency fields into Campaigns?
Why dont we see any form of Date in Zoho Book > Projects?
Im trying to figure out why i dont see any date in the Project section in Zoho Book. We use the projects part to bill by hour rate to customers and either combine them per month or per task. How ever, since when its paid the project is still active?!?!
Difference between Expenses as per BAS and total expenses in P&L
I am reconciling BAS fields (for australian client) against P&L for the same period. There is a difference in total expenses in both the statement. What could be reason of the difference? Thanks in advance. Regards Akta
Currency Field in Zoho Campaign
I am not seeing a currency field option and I need to add a merge tag for a dollar amount. I want it to be formatted with commas like $1,000.25 instead of 1000.25. I used the long integer option and that does not work. Please help!
Integration of ASAP Web Addon in Angualr
Hi There, Any document to Integrate ASAP Web Addon in Angular frame work 10 possible?
Create tickets on behalf of the sender while forwarding emails
Is this feature department specific or global setting? Create tickets on behalf of the sender while forwarding emails When an agent forwards an email to your support mailbox, it creates a ticket in the name of the sender. When disabled, the agent is treated
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