【11/17〜11/19】Zoho CRM 管理者向けトレーニングのご案内
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InvokeURL showing Internal Exception on the URL line
Hi Everyone trying to use InvokeURL to hit an API to create a new order in our ERP system got all my params set up in a Map and my header set up in Map, but its not even giving me errors in failures from the API, its telling me So is it not even able
What is the difference between a Push Notification and a Bot Notification?
What is the difference between a Push Notification and a Bot Notification? I know Bot notifications show in Cliq. Where is Push notification presented?
Migrar correos de gmail a zoho mail
Hola, tengo una duda. Mi correo se usa con Gmail en su versión gratuita @gmail.com y quisiera migrarlos a Zoho Mail. ¿Es Posible ESTO?
Over 200+ extensions available for Zoho Desk on Zoho Marketplace
Dear Zoho Desk users, We're stoked to announce the addition of 200+ extensions for Zoho Desk on Zoho Marketplace. You can now transform your customer experience with over 200 powerful plug and play extensions to suit your unique business requirements.
Trying to Hide and clear multiple fields at once
Hi guys so ive got a form where im trying to let the user select a Division, and then a Category, and then the sub-category. Each is dependent on the level above it. How can i make it so that if the user changes their answer on any of the levels, it
Campaign export, do NOT create password by default.
This is a nuisance. Someone answered it relates to GDPR. But it is the only place in entire Zoho it does this. And the solution for that would be stating we are under GEPR. I end up having to resend so many exports (to my own computer for my own use)
New Canvas Record View: Show Account Image in Contact
Hi All, I thought it would be nice to have the image/logo of the customer account in a contact view in canvas. It seems like the data available in the canvas is only for the specific contact and not the related account. Does anyone know any good way
Mobile and OTP based Login
Hi All, Can We Login Zoho Creator App by Mobile Number or OTP in Web and Mobile?
How can we import Purchase Orders in Zoho CRM?
Dear all, I would like to ask you if someone of you has tried to import purchase orders in Zoho CRM and how is it possible to do it... One method I was thinking is from the Settings->Data Administration-> Export to export the purchase orders as .csv,
How to disable Portal in Zoho Desk?
Is it any way to disable Portal or Help Center in Zoho Desk? By the moment, we don't want customers to interact through this channel
Lead Name to Custom Module
Can someone guide me in the right direction? My company runs as a parent company for multiple other companies that we manage. I am creating custom modules for each of the child companies to organize clients respectively. I need the ability to assign lead
Import from a stored procedure
Is there a way to import a tables from a database that is a stored procedure? If so, please provide details or link to steps. I have tried to import from a stored procedure and have been unable to Thanks
Would like to change the String Datatype to Date Datatype extracted from absWeek(),Week()...etc
Hi Zoho, As I need the sum of sales per week which has to be automatted every year weekly,I have extracted the Created data on absWeek() ,As the data is changed to string. I would like to change String format absWeek() data to Date format,So that I can
Pivot Chart showing Maximum Dates
We have a two forms, one that contains valid dates/publication that the user can select, the other contains data including a publication and one of the selected dates. For an admin report I want to show the maximum date that's configured as well as the
Unable to configure Zoho Analytics Integration (from CRM) despite being Administrator
Hello there, we have currently added a new custom field in the CRM for Deals. However, we want this to sync into Zoho Analytics but we can't access the settings. Below is what we want to achieve: And on here it says that any Admin can configure this
How do I generate access token to use in a flutter app?
I am making an app where I will be able to login with a firebase email and password if that email matches any email in the CRM users database. How do I generate a access token so I can fetch users? This is what I have so far: I am attempting a post request.
Convert closed/won potential to Zoho Project
Hello everyone, I am a paid subscriber to both Zoho CRM and Zoho Project. Is there a way to send a closed/won potential in CRM to a project/ tasklist in Project? I seem to remember having this question answered before, but after a long hiatus using CRM or Project, I can't find the email from Zoho support that detailed the answer. Thanks, Cody
Pivot report with fields from main form and subform
Greetings, hope find all good and safe! I have a form related with a subform. I need to create a report type pivot, but only the fields from the main form appear (it seems that it is a known limitation), someone know alternatives to this? Thanks in
In analytics there is a history of change of stage in releases
I need to know the date on which a release is changed stage, in the release table are the creation, last update and Released on dates. But I need to know when I change to On Going, I understand that it can be taken from the last update field but once
Data Migration Help Skips contacts
Ready to use the CRM, and migrate our customers to contacts. The module and fields are all mapped correctly, however, only 1 contact was accepted. All others were skipped.
Updating Account "Bill To Account #" when entering a "Bill To Account # within Contacts"
I have "Bill To Account #" on my Account page as well as my Contact Page. Is there a way to update both when I enter in one or the other? Automatically update the other page so I don't have to enter it twice? thanks,
The rule cannot be triggered
Hi： I created a rule like this: One day has passed and it still hasn't been triggered. When I change the trigger condition to “when an email is opened”，it worked。 Who can give me some help？
554 5.1.8 Email Outgoing blocked
Hi there, need help to unblock mail admin at x6games.com Need to know how to prevent it. I need to send a reminder to 11000 users, but after the first 100, the sending was blocked. Hope someone can help.
Installing Zoho SalesIQ directly from your WordPress admin page
Hi, I tried to install SAlesiq functionality following these instructions but it doesn't work. image 1 https://help.zoho.com/portal/en/kb/salesiq-2-0/installations/articles/wordpressinsalesiq#What_is_WordPress I also tried to insert the code into the
Colored tags, custom fields for Events, Tasks modules and more!
Hello everyone, Happy to be back with more enhancements that are bound to make your Bigin experience even better! Customize Events and Tasks module You can now customize the Events and Tasks module by adding custom fields to capture additional information.
How to record a check returned for nsf
A customer had given me a check to pay for an invoice due. I deposited the check and matched the transaction on my banking feed. A few days later I see a charge for the returned check (they had issues with their bank account). They reissued me a check
Aggregate Formula - Time
I have a CRM table which has phone call start and end time. I have created a Query table that also includes a Call Duration column (using Time_Diff). I am creating a summary report on Analytics and want to show the sum of the duration of inbound/outbound
Integrating Google Ads and Zoho Forms
Hello, I am following this tutorial (https://help.zoho.com/portal/en/kb/crm/integrations/google/google-ads/articles/configure-google-ads-crm-integration#Step_2_Add_hidden_element_in_your_web_formsbut) i dont know where to add this script in Zoho Forms.
We need to be able to track multiple email addresses for contacts
I see this issue has been going on for over 10 years. It's honestly not even something I thought I would have to even ask about, I just assumed that multiple email addresses would be supported. Even the rinky dink CRM platforms support this function.
Sdk vs Curl which is better for durability and stability of a web / desktop app
the is more like an open discussion than a question, i'm currently working on a new project using a new API that i never worked with before (Zoho), I have no problem with the sdk or anything and i was able to make requests with curl with no problem, the
Contacts not synced in outlook
I normally use Zoho as a webmail and on my smartphone with ActiveSync. I am now starting to access my mail through Outllok in order to manage all my mail addresses at once. However, through my ourlook account works and my emails are correctly synced, my contacts do not appear. How can I sync them? And how can I download the csv or pst file to backup them? thanks
not able to access zoho analytics
Since 3 days, we are not able to synchronize data (zoho books) and we are not able to access zoho analytics .
Zoho Inventory API :: Upload Attachements / Documents??
Using the API, is it possible to upload a document to a sales order? If so, can someone please help by providing details on how to do this. Thanks!
i am not getting any incoming email
i can send email, but if i reply it does not arrive in zohomail. Basicly no incoming emails come in.
Publish mobile application costing
Is there any extra costing to publish create mobile app on play store or apple store without any customisation only with our brand logo.
Mutiple products added to cart and price adjusts the more products are added
What's the best way to do this.... We have 10-12 products and want to offer a TOTAL PACKAGE type deal so, we create a product called "TOTAL PACKAGE" and it lists all our services. as I add each service to the invoice, the system adjusts the cost based
Recrutement - Gestion des CVs
Avoir la bonne personne pour le bon poste dans votre organisation est un atout pour votre entreprise. Cependant, l'ajout de candidats compétents et qualifiés à votre organisation est un défi, que vous soyez une PME ou une entreprise de plus grande taille.
Aggregate Sales Order at the end of the day to create one Purchase Order
Hello, We have a requirement to aggregate (merge) items from different Sales Order at the end of the day (based on schedule) to create one Purchase Order per day. How do I build this in Zoho? Thanks!
Campaign Syncing With ZohoCRM Contacts Only Showing for Main Account User
Our main account user 6B Architect has setup sync to pull all contacts from ZohoCRM but no contacts show for any of the other Standard Admins setup in the Subscriptions system. I don't see any permissions or setting I can change that will enable all users
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