Products to a potential
How do I use the "Products" section under the potential. I use and administer ZOHO for a sales team of 20 people and have been unable to understand what "Product" does under the potential. I do not see where this ties to anything. What am I missi
Why has it been 3 days without support for failed Mass Email and a failed EMail Relay?
3 days we have been waiting for this to be resolved. No Mass EMail and the EMail Relay fails. AND we have received the EXACT SAME FORM LETTER REPLY with Zero solution. What is happening there? Is ZOHO swirling the drain? We have since had other modules
Extension Pointers for Integrating Zoho CRM with Zoho services #1: Registering the Zoho service and getting credentials to create a connection
Integrating and connecting different applications used for business solutions enables the user to manage all their work from a single location. In this series, we'll look at how you can use an extension to connect Zoho CRM to other Zoho services and establish
Best Telephony Integration for New Zealand?
What voip do people use in New Zealand?
Block all domains except allowed
Hello, I need to allow incoming emails from only one domain name, everything other should be blocked. As we all understand, it's impossible to write all available domain names to block list. So, may be there is an easier way to do that?
Spotlight #11 - Client Users
Hello everyone! With our rapidly changing work trends, most organizations have started to depend more on external users to contribute to important business operations. The effective management of contract workers (consultants, technicians, or other workers)
Invoice Payments categorization & Payment Gateway service charges
How do I settle/treat the following transaction categorization scenario in Zoho books? 1// I sell my services using a payment gateway to Customer A for Rs.100, Customer B for Rs.200 and Customer C for Rs.500. Each of them is invoiced for the respective
e-mail envia mas não recebe
Estou com problemas no email gerencia@reservadopantanal.com.br ele envia normalmente, mas não recebe. o que fazer?
Does ZOHO actually work for anyone?
Has anybody actually managed to successfully integrate multiple apps and have them work as they should? So far, I'm seeing bugs/issues with at least 4 apps (CRM, Books, Flow and Invoice) and the 'support' staff are yet to offer any help with even the
Time gap between trigger action
Is there a way to configure time interval between Trigger/Flow execution. Below history indicates that because of the flow triggerexecution each sec (faster than the field update in our database), we are seeing some failures.
address and other contacts filed in help desk registration form
Hi! How can make visible "address" field of the contact in the account managment data: portal/it/profile#manageaccount ?
Can we have predefined estimates or estimate templates?
Hello, all of our estimates always include positions like: - planning - montage - electric installation - maintenance An estimate for package A includes following positions: - material A - appliance A - planning - montage - electric installation - maintenance
Search Books not working
Good Afternoon, Since converting to your new Zoho One combined apps your search icon in Books does not work. We search Purchase Order numbers regularly and since changing, the search does not search at all... Is this something you are aware of?
Send for signatures with Deluge
I have a completed document. I just want to send it out for signatures. I would think this would be super easy but it's not. All documentation for sending documents for signatures requires adding fields, actions, etc. I dont need to do this, the document
No email template statistics
Hi all After successfully creating a few Lead email templates and using them for a couple of months now, I would like to check the statistics, like opening rate or click rate. My problem is, there are non! Not even the count is correct. Of maybe 50 emails
I want to some modification in Calls According to customer requirement.
I want create new section in Call form and also want to create same field in with the same in two different section. For example:- I have to create Call_End_time in Calls from in reason for outgoing calls section and also create reason for incoming section
Nouveauté Bigin : associez plusieurs contacts à une même affaire!
Bonjour à tous, Une transaction implique souvent plusieurs décideurs. Prenons l'exemple de l'entreprise Zylker qui utilise Bigin pour gérer ses pipelines de vente. Ils souhaitent acheter des meubles. Pour valider la vente, différents employés, de différents
RingCentral Video Invite
Can this please be fixed with urgency? Should be a quick fix - just an internal email template problem. The RingCentral meeting integration has an issue. The meeting invite email is not including the necessary PIN (meeting ID) information in the One-Tap
Booking App is not working
i have booking app install and config when i try to put booking app in my website i get an error:
Bulk add a large number of options to a dropdown list in Bigig
Bigin: bulk add a large number of options to a dropdown list in Bigin fields. Example: List of countries in a custom dropdown field.
ZohoPeopleでの残業時間の集計について
Peopleで、デフォルトのままである超過時間の集計は、就業時間外をすべて合算してしまうのですが、 基本、前残業が無いため終業時刻である18時以降の残業時間のみをしたいです。 日計と月計を出したいのですが、 Zohoさんにお問い合わせしたところ、レポートからでもできないようです。 何か、いい方法はないでしょうか。
Not receiving email
Am sending out mail but not receiving email, what could be the problem
Help me please, I had a domain renewal and the email does not work
Hello good day, we need to validate our domain so that it can recognize and accept the mx for the correct functioning of the platform in the domain please. we had a renovation recently and since then it stopped working the domain in question is: rem
Whats-app Integration with Zoho Creator using twilio
Whether two way integration between zoho creator and whatsapp is possible using twilio ?
SMS Twilio Response
Hi Everyone, How does Zoho creator handle a response from Twilio is an SMS is sent and then the user replies. With Twilio the they have php, ruby, C#, javascript, erc. But how does this integrate with Creator in order to handle a respose?
Inbound/Outbound Twilio Calls
Is it possible to integrate zoho creator with twilio to receive inbound calls and make outbound calls? If so, how would i go about doing this?
Receive Twilio Messages in Zoho Creator V2
Hi, I am unable to figure out how to post sms messages as records in zoho creator. I've taken a look at this post but because of the new API v2, I'm not sure this will work. Can anybody be kind enough to walk a dummy through the process of creating a
URL for record summary as PDF
Hi, Is there anyway to access a Record Summary as PDF directly the same way as you can view the summary direcly in the browser ?: The way I am accessing the Record Summary in the browser right now: https://creatorexport.zoho.com/<username>/<app-name->record-summary/<view-name>/<record-id> Thanks!
Zoho Analytics Free Lessons for Beginners
Hello friends Let me share my first Zoho Analytics course for Beginners via a youtube playlist. 14 free lessons for the first touch with the Zoho Analytics BI tool. https://www.youtube.com/playlist?list=PLnusL2XA4g1HmSGVZB51TyuiGZL8EhnCr Announce: The
Field is not updating
Hi I have written the below code that will update a field with the remaining months left in a contract. Within Deluge i can get it to work correctly, I dont seem to be able to get the value to update in the neccassary field though. What am I missing in
config zoho mail in outlook 2016 pro fail
i can not connect incomming server zoho mail.I config IMAP setting but outlook 2016 pro not work.please help me. I config mail zoho folow link but not work:https://www.zoho.com/mail/help/outlook-imap-access.html#alink4
What's New in Zoho Books - October 2021
Hello, As the last quarter of the year arrives, we are back with yet another set of updates to make your accounting simpler. Let's see what's new this October: Connected banking with HSBC (India) We're excited to announce the HSBC connected banking integration,
Resource utilization chart - total hours across all users
Hi Zoho, Is it possible to see a total for each time segment in the utilisation chart? I'm trying to see whether my team as a whole is over utilized across time so i can re-schedule tasks to level our workload. At the moment i have to add up the hours
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
My domain expired need to re verify kindly help asap
Only getting some emails
For some reason I am only getting some emails. Subscribed emails work fine and so does gmail. But any email with a custom domain seems to be not coming through for some reason.
Is there a way to automate adding Client Users to a Project?
I've been struggling to find a solution to this issue in these forums. Is there any way I can automate so that upon Project creation, Client Users are automatically associated from the CRM Contacts module?
An employee got a purchases reimburse how to manage it?
We are new using Zoho expense and we got exposed to the following case and we are looking for help to manage it. An employee did purchase with a personal card online The employee did the expenses report The report has been process, approve and the employee
New Zoho One Search has blocked me from using Zoho
After making my first complaint with the search feature in the new version of Zoho One I had the joy of receiving this issue after making 5 searches in the span of 60 seconds. The first screenshot shows the error message that I received after the 5th
Blueprint DESK - Change ticket status in Zoho Flow or API (Perform transition - /api/v1/tickets/{ticket_id}/transitions/{transitionId}/perform)
I created a blueprint in DESK and I'm wanting to automate some processes, for that I'll need to put some triggers and one of them would be to change the ticket status (Blueprint) in FLOW or by some API. I tried to use what is in the documentation, but
Doesn't sync leads with zoho social
Hello, we have problems with the synchronization of the forms of facebook ads with zoho social, when we connect Zoho with Facebook ads it imports the leads correctly but when a day passes the leads that arrive on Facebook are not synchronized with Z
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