Zoho CRM date to Adobe PDF form
Hi There, Is it possible to create a custom function where we can move the data from the Zoho CRM record and fill out adobe pdf forms? We have an immigration firm and usually, we need to fill out PDF forms provided by the various immigration departments.
Webinar: Power up your CRM with SalesIQ for skyrocketing conversions
Greetings from Zoho SalesIQ! We hope you're staying safe and healthy. We are back with another compelling session - one on how you can effectively reach out to your leads using the Zoho SalesIQ-CRM integration. Zoho SalesIQ is a super-powerful, real-time
Associated Blueprint Names of Zoho Projects Tasks
Hi, We developed some Zoho Projects reports in Analytics. We want to add the Associated Blueprint names of the tasks as a report column. We couldn't find this information in Tasks table. How can we read this information? Thanks.
Any report or view that shows jobs and projects with their associated departments?
Is there any way to identify using a view or report or any other method which jobs and projects are not associated with any departments? We have approximately 10,000 projects and each project has 8 or so jobs. Three departments should have permissions
Why does Zoho Assist for OTP when other browser tabs are all logged on respective Zoho products?
I have individual browser tabs respectively logged onto Zoho Mail, Writer, Sheets etc. Despite this when I try to logon to Zoho Assist in a new tab it still wants a OTP verification. Looks like Session authentication issue?
Zoho User Group meet-ups for Australia and New Zealand!
Greetings from Zoho SalesIQ! We hope you're having a great week. As all of you might already know, Zoho SalesIQ has a refreshed look and feel in its all-new version 2.0 with a big bunch of brand-new features and we couldn't be happier about it! We wanted
Happiness Feedback
For agent happiness rating is that for every ticket they worked on or is it only if they're the owner of a ticket?
Don't Create Tickets when email is sent to zoho desk email
Hi, I am forwarding my company email to zoho desk email. I want to do this so that when users respond to their tickets and email my company email, the response gets stamped on the ticket in Zoho Desk. BUT I don't want emails sent to company emails to
Catagorization of Payment received
In our business the same entity is a Customer & Vendor. In a recent transaction we have made a advance payment of Rs.30lakhs to the Vendor, But the vendor ended up repaying the advance along with his customer balance a total pf Rs.32,01,471.00. This entry
Jira Integration
Hi, When an email is received in ZoHo, it doesn;t update the email within our Jira platform. Manually typed updates are copied up to Jira automatically. Is there a reason for this? Cheers
Virtual Community Meetup over Canvas voor Zoho CRM
Beste Community leden, Wij nodigen jullie graag uit voor de Virtuele Community Meetup over Canvas voor Zoho CRM! Met Canvas kun je de gebruikersinterface van Zoho CRM herontwerpen tot een gebruiksvriendelijke en dynamische tool. Deze oplossing vereenvoudigt
Prerender Open Graph Metadata
Prior to the switch over to the new templating engine, it seems as though Zoho Desk would prerender the Open Graph metadata directly into the HTML of the page. This means sites were able to easily scrape the Open Graph metadata and render previews in a straight forward manner. For example, we use Discourse as our community software and it previously did an amazing job rendering a small snippet about the help desk article whenever we link to them. Example: Unfortunately, after we were required to
Tips & Tricks #01 Top 10 Zoho CRM Integraties
Wij helpen jou graag om het beste uit je CRM te halen. Zoho CRM ondersteunt verschillende Apps en Add-ons die jouw efficiëntie kunnen verbeteren wanneer je met sales leads, prospects en klanten werkt. Integratie is mogelijk met een uitgebreide set aan
Voice Notes and Attachments in CRM App for Android & iOS Devices
If you are traveling or in a meeting, collaborating with your team is important. Keeping that in mind the Zoho CRM app for Android, iPad and iPhone gives you the option to log calls, add notes, tasks and events. A significant addition to this list is the option to attach documents to CRM records. Brochures, PDF docs, RFPs, invoices, comparison docs, presentations, forms… these are just some of the many documents that sales teams use frequently in business. Using the Attachments option, you can now
Can Zoho People integrate with Gusto? or will it do it?
We were using Xero with their payroll. Our CRM integrates with Books and Books with Xero so we get our invoices copied from CRM (really Books) to Xero. We always have looking to let go Xero and stay ONLY with Books, "payroll" is the feature stopping us from doing it. Now Xero is canceling their payroll feature and inviting all to move to Gusto. We need payroll in New York, New Jersey, Georgia and Florida. We are actually moving to Gusto and have an eye on Squareup Payroll which is 1/2 the Gusto price.
Item categories in zoho books
It would be great if we could categorize items in zoho books. As it is right now. Its just one giant list as it grows. It makes it difficult when creating invoices or estimates when you want to add items. You see a giant list. Sure you can search, but
How to code to send Email with attachment in Zoho Sheet using VBA code: To send Email with attachment
Dear Team, I am writing a VBA code through which my code will send the active sheet of Zoho sheet as an attachment on the specified email address of our workplace's email id domain address. Is there any different code other than you specified if my email
Error 553 relaying disallowed problem
I’m really disappointed with the level of support for this error to be honest… a quick search of these forums and I can see that lots of other people have had the same problem but I need the help of your support team to fix it and despite sending emails,
Issues creating All Day Events in Outlook
Hey, everyone. I'm using Zoho Flow to sync approved leave requests in Zoho People to a calendar in Outlook. However, the event is not being created, and gives me this error. Outlook says "Your request can't be completed. The duration of an event marked
#Tip 5: Near by me
If your meeting with a client wraps up ahead of time, would you like to use the rest of the time by meeting another customer? Of course you would want to keep winning more deals. You can do just that by finding a customer who is around the same vicinity through Zoho CRM's 'Near by me' feature. In a single tap, your Leads, Contacts and Accounts near you are displayed on the map. You can schedule a meeting and even get the driving directions to the customer’s location. The 'Near by Me' feature
Cannot receive email from Zoho Analytics
I'm new to zoho so I would appreciate your help. I'm will use zoho analytics to create report and dashboards. I was trying to add new user as viewer but the problem is that I cannot add any new user if his/her email in ending with Gmail or private
Can't upload image in reply. Is greyed out.
Can't insert an image into the digram on the upload screen. When I try it is just all greyed out and will not let me upload.
Chat window not showing up on website
Here are some bugs I found with the Sales IQ zoho chat + some ideas to implement: IN BROWSER --> Opened a new incognito window and opened the site. www.ozapato.com --> Chat window does not come up --> --> if you start a proactive chat from zoho sales IQ, then it comes up Before https://www.dropbox.com/s/focq1fugl4eltxk/Screenshot%202016-04-27%2018.49.09.png?dl=0 After https://www.dropbox.com/s/awmbv44fpd6c78q/Screenshot%202016-04-27%2018.47.23.png?dl=0 IPHONE 4 and 5 browsers virtual machines >
How to check the daily activity in graph form ?
We want to check the user wise activity of pending and done for the day or future days? Please help out in this regard
Remove Zoho Super admin and adding a new one
We currently have maximum number of active users in Zoho and there is someone new coming in to the company. Our Zoho Super admin has left the company so I thought of removing his account and creating a new one for the new person. When I go to Setup
RULES - Auto populate address from company to contact when contact is added
Hi everyone, Has anyone created a rule that does this or knows if it can be done? I'm looking to auto-populate the address to the client account from the company they work for. Many thanks Lee
Attachments sent with Zoho mail not getting delivered to GoDaddy email
Hi, One of my clients is not receiving attachments sent from my Zoho mail account to their GoDaddy email account. No such problem when i send attachments to gmail accounts. What could be the problem here? Please help. Thanks Aniruddh
impossible de connecter une nouvelle page Facebook
Bonjour, Je viens d'être nommée administratrice d'une page Facebook. Or, impossible de m'y connecter via Zoho Social. Comment faire ? Merci.
Frequent Email Alerts
I am trying to create an alert for when a contact has opened an email in Marketing Automation more than a certain amount of times (in this case, 4). The alert would go to a salesperson and notify them that there is a "frequent email opener" and they should
Creator Customer Portal Language
Hi, We use customer portal for zoho creator. Is it possible to change the language on customer portal login form?
Lead Conversion Error
Im getting a "Parent field length should be less than or equal to the other field length" error when trying to edit Lead Field Mappings. I understand that the leads field needs to be the same size or smaller than the mapped field in contacts or accounts.
HTML emails not showing properly
Hi, when I receive an HTML email, it seems not to load the styles. I attach the image. Is there a configuration to make? Thanks!
Start call from custom function
Hello, I need to create and start a current call from a custom function. Any suggestions ? How can I get info and related commands and functions about this ? I have made this code. It register the call as a completed call. leadDetails = zoho.crm.getRecordById("Leads",leadId.toLong());
Can I edit the header on deals in Bigin
Like to change the fields here to units/quantity vs revenue dollars
How can I change the size of the images that are in my notes?
How can I change the size of the images in Zoho notebook after I put them in my notes? The editing option doesn't have such feature unless I'm missing something.
Show To Option is Missing in Marketing Automation
FOr some wierd reason the Show To option is not available when configuring the Smart Popups. Anyone can help? Thanks,
Sync failure with Zoho Desk
I've noticed today that my Zoho Desk integration with Zoho Analytics is in failure, and when it fails when I try to manually sync. I've tried also to Edit the Setup with my admin account, but the following error message appears. My admin account is an
Can't download "unattended access" from email
The download link in the email is broken. It seems to consist only of the word "null" instead of a URL. Thanks. D.Z
Zoho Exchange Migration Wizard
I have read that there is a .pst import wizard. I can't find any download link. Could someone send it to me? My Email address is jackel.shiu@gmail.com Thanks a lot. Jackel
The Convert button!!!
Shouldn't a lead stay as a lead until a Deal is won/lost and then convert to a Account/Contact. I'm sure that's how it is done in other CRM's. That way for the sales pipeline you could have deals that relate to leads and deals that relate to clients (upselling
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