Any way to automatically add answers or faqs?
Hi, I'm new to Zoho overall and looking to implement SalesIQ on my site. I really like the idea of a knowledge base, etc but it seems like the only way to add new stuff is manually. Even in Zoho Flow there's no automation to add a new document. Like,
Triggering Workflow
Hey I am using ZOHO CRM with the extension with Active campaign, From active campaign all the data was receiving into CRM, but from CRM those data has to go to google sheets, It was done in workflow rules but the data was not gettiing triggered in the
【9/17(金)】Meetup開催決定！Zoho CRM のユーザー事例やZoho サービス/MA相談会など
こんにちは、Zoho Japan コミュニティチームの今成です。 9月17日（金）16:00~、2021年3回目となるMeetup(ユーザー交流会)を開催いたします！ ●詳細はこちら：https://www.zohomeetups.com/ZohoJapanCommunityMeetup2021vol3/ 前半では、毎回好評のZoho CRM ユーザー活用事例や、ユーザーによる「推しZoho サービス」ミニセッションをお送りします。 後半では、Zoho サービス・MA（マーケティングオートメーション）相談会とZoho
How do I create a Credit Note from Zoho CRM
Greetings to you all! Hope somebody can help me with this one.... Here's the issue: When I create a Deal on Zoho CRM, I create a function to create an Invoice in Zoho Books. I need to create a Credit Note the same way when I create the Invoice, in case
See what's new in Zoho Mail: Part 1
Hello there everyone! We have brought together a list of recent updates to Zoho Mail. Give the features a spin and let us know your thoughts. If you've already tried them out share your experience. Add reminders to your notes in a jiffy We might
Zoho People Newsletter - September 2021
Hello Everyone! I hope all of you are safe and well! The latest edition of Zoho People's HR Newsletter is out now! Check out the newsletter to know all about our newest features, upcoming features, webinars, HR blogs, HR tips, and many more exciting things.
Business Custom Fields
Is there a way to add custom fields to the Business Organization?
Delete blueprint status and transition
Hi Zoho Desk team, Would like to ask what does this mean? I already deleted all the tickets, and there are no tickets existing in department now. But this message still keeps on popping, can you help me with this?
Zoho Desk - Emails not loading in portal and cant send email replies
Content is not available. Please try again after some time. = Error 1 for emails not loading Email reply failed from being sent! Momentary issues with the mail server, Try resending this email again. = Error 2 when trying to send.
Paste image directly into body of email
Hi, I've been using the web-based version of Zoho on a Windows 10 laptop for more than a year. I used to be able to paste an image directly into the body of an email, but it doesn't seem to work anymore. I'm assuming it's an update regression testing
What are benefits to create a journey from MA or a campaign from zoho campaign ??
Hi MA Team, Tried and very quickly discontinued in 2017/2018 as a large number of Zoho users. The app had to be redone but as I don't see a big change. For the web part that was not functioning properly, I will try again to connect our Divi site. Before
Can we view all the participants who are on a call with their camera on ?
Similar to Zoom, cn we have a view where we see a grid of all the participants ?
Scroll to record that was just edited
Scenario: When viewing a report with a long list of records, you are scrolling down and reviewing all the data. Then you see a record that needs to be edited. You edit the record and save, but when you are returned to the previous report you are viewing
What's New in Zoho Books - August 2021
Hello Users, We're back with some exciting new features this month, just for you! Here's what's new in Zoho Books this month: IOSS (Import One-Stop Shop) Scheme [UK] Earlier, goods imported to Europe were taxed at Zero Rate and was subject to Import VAT
Not able to configure MX records for Crazy Domains domain
Hi Have verified the domain however MX Records have properly been added at Domain end, but still its not working. Domain :- www.rowing.fit Not able to receive email. Please help
Connect Zoho Bookings with Paypal donate link
Hi! I'd like to connect Zoho Bookings with a Paypal donate link, where people can pay for my courses as much as they want. Currently, I don't know if Zoho Booking offers this option and what I have to do, to make it happen. I know that it is possible,
Canvas View in Zoho Recruit
It would be wonderful to have Canvas View in Zoho Recruit. This would be great to be able to display any module with Image Upload to be able to display them in Canvas View. I have been using Recruit for years and when Talent upload their information via my webform, I don't have a way to see everyone in one page listview. This feature would make all the difference in the world for me. You have it easily in the CRM product, please add to Recruit. Thank you.
Set Default Entries for Subform in Script
How can i set the default number of rows in a subform in the script so that it can change dynamically. Thanks!
Triggering a CRM function from Updating a CRM Contact through a workflow
Hi, I am trying to call a CRM function when a tickbox is selected on the form for a CRM Contact. I have this working when you manually tick the checkbox, however i am wanting to do this through a button on a Zoho creator page. On the Creator page when
Pasting Mixed Data into View
I need to paste and store information which includes both text and images into a field. I thought that RTF field would be the best. When I copy web page content (with multiple fonts and images)... they paste just fine into the RTF field. When I copy Word Document (with multiple fonts, formatting, graphs and/or images)... ONLY the non-graphical content pastes into the RTF field. I am missing the Graph and the Image. Can you tell me how I can paste mixed content (graphical and not) into a field
Contacts cannot be added to the same workflow twice?
We have been told by tech support that a contact can't be added to the same workflow twice, but they did not offer a work-around. Has anyone come up with a work-around for this? We can't be the only ones who are having trouble with this? It is very common to have repeat customers who need to be in the same workflow twice. Order updates that repeat, product inquiries that occur more than once, and so on.
Campaign not recognizing contacts
Hi Team, I have uploaded the contact lists on Zoho campaign and while adding the contacts to the campaign it shows an error !You cannot send this campaign as there is no contact in the selected mailing list however the mailing list has contacts. This
Emails to Outlook Email's getting filtered as junk
I have several clients that use Outlook for email and they are all reporting that emails from us (hosted on Zoho mail) are being sent to the "Junk Email" folder. I tested and confirmed this. How to solve it?
Zoho PageSense - Full Product Tutorial - September 21st 10 AM PST - LIVE Q&A!
Hey everyone, Our monthly overview and best practice webinar for September is on Zoho PageSense. In this hour-long webinar, we will do a full product tutorial of PageSense and cover best practices when using this application. There will be a live Q&A
Zoho CRM Campaigns in iOS
Why does the Zoho CRM iOS apps not have crm Campaigns module?
Meetup Snippets 01 - Route Management in Zoho CRM by Scott Pickel
We're excited to introduce #MeetupSnippets, a brand new segment showcasing interesting moments from our Zoho User Group (ZUG) meetups. The first snippet in this series is from Cleveland ZUG meetup this April. It features Scott Pickel, Cleveland ZUG Leader,
Copy fields from one module to another
Hi, I'd like to share a field between two different modules. Specifically, I'd like my contact form to include a field that is available on the associated account form. Accounts have a field called "status" and I'd like to include that field on all the
Authtoken Deprecation for Zoho Books APIs
UPDATE (2 JULY 2021): We've extended the deadline to 30 August 2021 for converting Authtoken to OAuth. UPDATE (30 MARCH 2021): We've added a set of FAQs to addresses few common doubts that you may have while migrating from Authtoken to OAuth. Hello
Join us to learn how to target and engage your mobile app users using Mobilisten! (Mobile SDK)
Do you use a mobile app for your business? And want to improve your in-app support and user engagement? Please join the webinar to check out how SalesIQ's Mobilisten can help you to target and engage your mobile app users. What is Mobilisten? Mobilisten
Count Subform Rows in Current Record
Is it possible to count the total subform rows as each is being added in the record that is being edited? So in the below example, the "Number of Children booked in" field would be 2. If I added another row it would update to 3, etc. It needs to NOT count
Whatsapp message button
Is it possible to add an button to send candidates and contacts a whatsapp message from current user? i.e. from me as user with my mobile number: https://wa.me/31629578357?text=
Marketing Automation SMS - How do we sync to CRM
Hi, We are looking at BulkSMS with Marketing Automation, how do we sync these messages with the contact record within the CRM?
zoho subscription
Hello, I have to use zoho subscription customer create API in my asp.net core application. Can you please guide me how to user server-based application OR self Client to generate access token inside asp.net core application.So that the access_token used
Holiday email tips: 3 pre-holiday tests you must run ASAP
Testing is one of the most important steps in email marketing. With the festive season around the corner, waiting until the holidays to test emails isn't a good idea. Holiday season is the time when businesses make most money and you need to be absolutely
Merging Duplicate Requests
In Zoho Support, occasionally we receive emails from clients with the tracking number missing. Because they are likely associated with a current request, we simply need to combine them into one request. How do you bring together two requests that are really one?
Couldng get adwords infos by GCLID
hi to all we are using webforms in our website. so we know that the setup is ok. we can get gclid information to zoho crm as expected. and with this gclid zoho gets adwords information about that lead from google adwords. but time to time I can see
Feedback Customization in ZOHO People
Hi Team, I like to customize feedback where feedback forms ( multiple questions) are available for our organization. Kindly guide, how we can setup the same in zoho people.
How can I create a retainer invoice automatically?
Hi Guys, We use Zoho one application and here is what I am trying to achieve. We have lead modules in Zoho CRM, and we use blueprint features. I am trying to add a button with the help of the blueprint feature and the button would be "Send retainer invoice".
Crashing in Apple
Hi, I have both an iPad and Iphone and ever since I installed Notebook about 6 months ago it crashes regularly. Recently it crashed every time I opened the app on either device, this happened for about 2 days. I have no issue with the online app. (I had
User Account Control
The network infrastructure doesn't have a centralized server how can we use zoho to remote into different computers in the organization. The company is secure with user account control. how do we mitigate having to download the software each time and
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