Seamless.AI
I know that Seamless.AI works with ZOHO CRM. Will Bigin import this data automatically as well? Thanks
Count based on call result
Hi I need to count the calls with a specific call result, namely the call result will be " Invalid number" I have the following code to count total number of calls for a contact, and it works, i cant seem to figure out how to go the one extra step and
Integrating Zoho CRM and Zoho Projects
To what extent is it possible to integrate CRM and Projects? For instance, can I create a task/milestone/project in Projects relating to my clients in the CRM? Help is much appreciated. Apologies if this has been gone over -- I did a quick search and didn't see anything.
this is getting ridiculous
My checking account bank feeds haven't worked since 6/4/21. Multiple emails to Zoho since 6/10, and all they tell me is they have re-escalated my problem to their banking service provider team. 14 days and nothing is fixed. I'm just about ready to bail
Add Shipping Cost in the purchases "Very Important"
Hello, In a lot of cases web have to pay antoher fee to our providers for the shipment but in some cases are included in the invoices with a line of shipment cost and other cases are not specified in the purchase invoice but we need to pay it, we need to include this cost in the purchase invoice as a cost or the item because is a real cost that will be transferred to the item in the same time that I make the purchase, In the sales invoice appears a similar option in the end of the invoice to include
Recruitment Website embed in my Website
Hello to all the members! I have an issue with iFrame and I hope I am not the only one. I want to embed my recruitment page in my website using an iFrame. Here is the code : <iframe src="https://recruit.zoho.com/recruit/Portal.na?iframe=false&digest=2FjzpsOWZ2sHupW1NjL1SnGAUnkE7bVo.a85bxdBEmQ-" width="100%" height="1500" frameborder="0"> </iframe> Everything is ok and my recruitment page is in my website: http://www.aegide-international.com/recruitment.html The issue is : - You consult a job : OK,
How to push GCLID to ZOHO CRM
Hi EveryOne, I have done with integration between ZOHO CRM & Google Adwords but want to know what would be the placeholder for these highlighted part below in my third party web form. : - val="GCLID">CMPjuu-Xx78CFRSTjgodPHsA3Q</FL> </row> For reference - https://www.zoho.com/crm/help/google-adwords/configure.html Include the "GCLID" variable in your existing API script as shown in the sample below to transfer the tracking details. <Leads> <row no="1"> <FL val="Lead Source">Web Download</FL> <FL val="Company">Your
[Updated] Campaigns Community Meetup—Pacific, Mountain, Texas and Midwest (Central & Eastern) regions of the USA—Oct 20-28, 2021
Hello, everyone! Zoho Campaigns is brining another round of virtual community learning events. From last year we have successfully shifted to the virtual medium for Campaigns Community Meetup. It was our users unparalleled enthusiasm and Zoho's technological
Credit Card Transactions
Hello, I was wondering if it is possible to be able to have each individual card holder account show up when pulling feeds. As of right now when I add another card it pulls all accounts and they are bundled together. I was hoping to be able to look
Reordering Milestones
It is good to be able to reorder task lists. It was annoying not to be able to order tasks in the sequence in which they should be executed. It would be good if we could reorder milestones too, especially to group related milestones together. Or, at least, the milestones should automatically get reordered, at least, alphabetically for us to examine them more easily. Narayan
Buyer wise Price list.
I want a buyer wise price list as we have different prices for different customers. What I am looking for is, at the time of the creation of the Sales order, when I select the buyer/Customers name, it should automatically show the prices list of that
External File Storage Solution
Curious to know if anyone has integrated an external file storage solution within Creator - this would be in place of the native File Upload field. Solution examples would include AWS, Box.com, etc. If so, would like to know what solution you chose,
Limiting on screen size or number of records shown for a subform
Is there anyway to limit the size on screen of a subform, so that it doesn't require the user to scroll through reams of subform data to reach the update/cancel button? E.g. a Newspaper gets printed 6 days a week, so the Publication form has 300 date
High CPU usage caused by Desktop Sync
I have been using Zoho Docs Desktop Sync for a while on several computers without any problems but I recently installed it on a new laptop and although syncing works, the Zoho Docs application utilizes 30-45% of my processor consistently . I do not have this problem on any of my other computers OS: Windows 8.1, 64-bit, fully patched/updated Application version: Zoho Docs 1.4.4 My computer is a Lenovo Thinkpad X1 Carbon. This is my second X1 Carbon. I returned my first X1 Carbon a few weeks after
Credit Card Scanning on Mobile App
Hi there, I occasionally use the mobile iOS app for Zoho Invoice as a POS device for my business. It's pretty good (especially the QR code scanning when adding items to the invoice, oh my goodness it's so good) but there's 1 thing that I wish it had -an
openURL sytax
Can someone help me with the syntax here. openUrl( "#record-print/View_Open_Work_Orders/" + input.ID, "new window"); This is a workflow on successful form submission. Goal is to bring up print dialog upon submitting form. I know I'm missing something...this
Facebook Group Integration
I have a Facebook Group linked to my Zoho account! Later, when I post to the group using Zoho, it has been messing up my posts. You're wondering how? When it posts through Zoho, it says error with any link I post, but the link works fine on the linked
What's new in Zoho Learn- September 2021
Hello there! Zoho Learn has new feature updates to enhance the online training experience of your audience. Here's what's new: Certification Your learners can now receive a certificate once they complete a course. Admins can design custom certificates
Is there any way to edit where the email iframe shows in the the related lists order on a record's view?
It seems strange to be able edit the order of some related lists but not others such as email in a record view.
Inserting a jpg into an HTML view
I am having a real problem understanding the instructions on the Creator help site how to insert a jpg into an HTML view. Could someone explain this process. Please do not send a link for me to read. I have read all the links dealing with this subject. I find them incomprehensible. I could really use some hand holding through this process. Thank you in advance, Henry
Slack for Desk
We are considering integrating our Slack channel to Desk. Right now most of our client support issues come from our slack channels. it has been a challenge to get our clients using Zoho Desk to create tickets so I'm wondering can a client create a ticket
Inactive Contacts
Hi there, Just wondering if there is a way to either change the colour of how an inactive contact appears within the CRM and in particular within the Contacts area of the Account page/record. Also if there is an option to hide them and un hide them would
Is Zoho Reverification Down
I am getting Enter the OTP to verify your Zoho Assist account I click then a message stating that something wrong happened appears on top If you can provide an ETA, that would be much appreciated thanks Ed
Zoho Commerce
Hello good morning, I wanted to ask if I add a section for newsletter subscription to my zoho commerce page, this works, but the subscription confirmation emails of those who subscribe arrive at spam. Is there any possibility that by entering their data
Contact Count: Home Page / Dashboard Component
While there is an existing component that allows the full /filtered list of Contacts to be displayed on the home page, I need to be able to see a single count of all active clients (i.e. Contacts that have been tagged with 'Active'). How can I achieve
Does Zoho have account managers?
I've just started a new role without much handover. I know we have Zoho CRM and Campaigns but unsure what other tools, how much we pay or any idea of who to talk to about what tools are available, if we're using what we have correctly etc. Does Zoho
User lost access to the record even nothing has changed in permission settings
One of the users lost access to the potentials record even nothing has changed in the permission settings. I even tried to duplicate the administrator profile and assign it to him in order to check it out, but still nothing, he cant see some of the potentials
Custom Reports - Adding Items Rearranges Entire Grid
The custom reports feature is terrible. You can't lock anything into where you want it to be. It takes ages to move tiles to where you want them to be and if you add something after you've got it the way you want it, it adds the new tile to the top and
Halfway point between 2 dates in a formula field
Hi I am trying to create a formula based on a halfway point between 2 dates, I have tried the following but am getting a syntax error on both issues.. Date_Span = (${MODULE.Start Date},${Module.End Date}); Number_Of_Days = (Date_Span / (1000 * 60
Forms Customer Validation
Hello, I would like to create a public-facing form for someone to register for an event. We are not using the Zoho Backstage App. I would like the end user to fill out the form. There is a field where they can put in their customer number. If that customer
Ability to Sync MS Project File with a Zoho Project
Greetings, I am trying to find out if there is a way to synchronize an MS Project file to a Zoho Project after importing to Z Project? I like the power of MS Project, but also like the sharing and collaboration of Z Project. Is there an add in for MS Project that will allow this? Any help or thoughts would be greatly appreciated.
Cancel zoho forms account
How can I cancel the free subscription of my Zoho Forms account? It is not mentioned clearly anywhere. I need to immediately cancel the only the zoho forms account associated with my email address admin@anona.cf.
Profile Customization - Business Cases
Every organization will have its own structure, designations, and levels of permissions to be given to its users. Profiles & Roles in Zoho Projects lets you customize the access privileges and designation for the users. With robust profile & permission
Bug on editing old Out of office
There seems to be a bug in Zoho Mail that if you edit an old "out of office" that has lapsed, the date picker does not show on clicking the dates and you are unable to change the date as the fields are readonly. The solution was to delete the out of office
User can move to next page without filling in mandatory fields in Zoho subform
Hi, I have created a Zoho form with some mandatory fields for capturing student education history. In this form, I have also added a subform for students to add all their educational details. Students are able to move to next page without filling in the
Zoho: Forms: Google Tag Manager events not firing
I have a form hosted by Zoho Forms that is embedded onto my website using an iframe. The zoho form has a custom domain, setup as follows: My website: jbbatteryitaly.com/ Zoho Form: forms.example.com Using Google Tag Manager (GTM) I'm trying to fire a
Zoho handling issues
Dear zoho team, I'm opening this as a discussion of how effectively you can run the online system and cloud to all users you cover. In general I'm. Not big fan of cloud based systems because it needs alot of team to keep everything up and most companies
Zoho team
Dear zoho team, I'm opening this as a discussion of how effectively you can run the online system and cloud to all users you cover. In general I'm. Not big fan of cloud based systems because it needs alot of team to keep everything up and most companies
Transitioning old (but active) subscriptions into Zoho Subscriptions
We currently handle our subscriptions directly in Authorize.net ARBs. We are looking to switch over to Zoho Subscriptions. Going forward, new subscriptions will be created in Zoho Subscriptions. How do we handle all of our old active ARBs that are active
Uploading new version of an image in Gallery does not update related articles
Hello, Within the Gallery, we have the option to upload a new version of an image (or any media). However this does not reflect on knowledge articles that are already using these images. For example: Create a Knowledge Article where you insert an image.
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