Zoho Vault Extension Quit on Chrome
Several of our users can no longer access Zoho Vault's extension via Chrome. We've tried uninstalling Chrome, the extension and nothing is working. We continue to get this error: manifest is not valid json
Zoho Vault - One-Time or Time-Limited Share
We often need to send some private information to a client one time. For example, we generate API keys for a client and want to send them securely, but we don't want to store them permanently in Zoho Vault. It would be really great if there was a way
Who else is fed up with Zoho's API limits on ZoomInfo
I 'm a Zoho One/Enterprise CRM client. I use ZoomInfo religiously for its data. When I export 25 contact records, generally, the full 25 contacts are accepted by Zoho. If I add just one more, and my request is for 26, generally, only 1 contact is accepted
Re-assign app owner
Our App owner left the firm and there is no apparent way to re-assign on the system. Please remove our owner and re-assign to me. Also: This is a horrible way to ask users to support a service ticket...
CRM Sync for Contacts doesn't let you see the associated Account Name
Hi When you sync a Contact from Zoho CRM to Marketing Automation the list of available fields does not include the Account Name the Contact is associated with. This means you get Leads in ZMA with no Company Name, even though they are associated to a
Lead Conversion - Contact with multiple owner/users
Hi, Is there a way when converting a Lead to add the owner of that Lead to the User field in Contact when the contact is already owned by someone else? For now the only option when converting is to change the contact owner.
Now, color code meetings in Zoho CRM's Calendar, list and related views (Feature released globally)
Color coding comes in handy to organize your calendar in Zoho CRM. It makes it easier for multiple sales reps in an organization to keep track of what they have in store for their week, month, and business cycle. By helping differentiate between types
Color Coding for tasks and calendar
I think it would be very helpful to be able to color code tasks and calendar events by category. You could have for example 10 different colors and the ability to assign types of events, such as meetings, sales calls, etc. their own specific colors so
Wrong ticket owner name imported form Desk to Analytics
I've just noticed that if a ticket used to have an agent as its owner, but now it's unassigned, as shown in that image below of a ticket with this description. But when the data is imported to Zoho Analytics, the ticket owner remains the last one before
Introducing Twilio, Vonage, Ezeetel, Quickbooks and 15 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 19 more extensions for Zoho CRM in the month of August 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help
What's new on Zoho Marketplace for August 2021
Zoho Marketplace offers 1000+ extensions to help connect and enhance your Zoho products. Here's a list of the extensions released in August 2021: MicroHost Cloud Telephony for Zoho (For Zoho CRM, Desk, Recruit and Bigin) MicroHost Cloud Telephony for
Only show unique values that fit within a lookup field filter
Is it possible to set a filter on a lookup field and have it only show unique values that fit within that filter? So for example the below field has the following filter: And this shows what I would like to be able to see:
how many maximum we can create data source in zoho analytics
How many data we can add "data source" (google sheet) in zoho analytics, example : i want create every outlet and division have own spreadsheet , so every spreadsheet must have 1 data source setting in zoho analytics
NO PUEDO ENVIAR NI RECIBIR CORREOS
Buenas Tardes No se pueden enviar ni recibir correos desde el día de ayer, ya se liberó espacio, pero sigue sin funcionar. Los correos son jbuitron@buitronviveros.con y ltenorio@buitronviveros.com Muchas gracias
Recuperar contraseña
Buenas Tardes Estoy intentando recuperar mi contraseña, me indica un mensaje que se envió una contraseña temporal a mi correo, pero no puedo ingresar para obtenerla. Por favor, su ayuda para recuperar mi correo sbuitron@buitronviveros.com Muchas g
What is the "From" Merge Tag for Zoho Campaigns?
I am using stripo.email to build and import my templates and would like to include the "from" address in the template, but I can't seem to find that merge tag anywhere. So, I wouldn't include Zoho's header and footer, but would include all the necessary
Enable or disable the ability to insert records into subforms from report detail
Hi there. How can I enable or disable the ability to insert records into subforms from a report detail? I have subforms that I can do it on and others that I can't and I think the user is assigned the same permissions for all subforms
Integrating Zoho Campaigns with Zoho Bigin
Hello everyone, We know that everybody needs a little good news during this turbulent times. And, here we are with good news. Now you can make your sales process effective with the help of Zoho Campaigns and Zoho Bigin integration. Yes, we understand that you have a lot of questions, read below to know more. What is Zoho Bigin? If you're looking for a software that eliminates the usage of spreadsheet and other third-party applications that you use for managing contacts, you've come to the right
Filter a lookup field based upon another lookup field in the same form
Hopefully someone can help me. I have 3 forms: Project Info -- contains high-level information about a project. Course Info -- contains information about each course associated with a project. There may be multiple courses associated with one project, and each course MUST be associated with a project. The Course Info form contains a lookup field which points to Project_Name in the Project Info table. Task Manager Test -- In this form, I want the user to be able to first select a Project Name. Then,
Community Digest - August 2021
Announcements Canvas for Zoho CRM is LIVE - try the industry's first CRM design studio Introducing new charts and additional metrics in Webform Analytics Execute automation and other processes during import Announcing Multiple Sandbox types and support
KB reusage evaluation
Hello all Time ago I started to create some KB for my company. Every time I need to provide an article to a customer I use the suggested solution tab on the left. I was supposed that this operation increase a counter that can show me how many time I used
How to divide the inbox into "today", "this week", "earlier this month",
Hi everyone, first post here. Some weeks ago my inbox changed a bit the way it displayed the emails, was still the same grid view but now it had some tiny divisions into: "Today", "this week", "earlier this month". I loved it, though was really useful.
Google tag manager not triggering
I followed the guide to set up the conversion tracking through google tag manager. The conversion through Zoho Forms is still not triggering as it should. We got 2 conversion tracked and this is the link where it happened /stansermexico/form/TestLeads/formperma/6PIkQAQJ_Yfp5BK7HjIZWafi8Fa1uIxr4qUGda_w-X0?zf_rszfm=1&referrername=Sitio
Is it possible to automatically share tickets of a certain criteria with another department?
We would like to share tickets that meet a criteria with other departments automatically but not give access to all tickets in a specific department. It doesn't appear to be an option to do this in the built in workflow functions. Is it possible to do
How do you disable the desktop notification pop up
Every time I log into Zoho desk, I get a pop up for a desktop notification. The options to select are Enable and Not Now. How do I disable this pop up because it's frustrating to have to select not new every time I log in. Can you add a never and make
Drip campaigns - add/remove based on lead status in Zoho CRM
Hope I can explain this in an easy to understand way and if not, I apologize. So here it goes: I am looking to set up a drip campaign for leads that have not yet been contacted to go out in intervals based on the number of days after being added as a
Getting error message when favoriting views
When I click the star to favorite a view, I get the following error message.
Inserting fields into an email
I have two questions in regards to inserting fields into an email. 1/ Is it possible to only include part of an email if a field is NOT empty. For example, I would only like the part circled to be included in the confirmation email if the customer has
CRM Module for Managing Customer SaaS licenses
I thought that I read a while back Zoho was working on a module to manage and track software licenses and renewals.. Anyone know if this exists or if there is a way to do it? I wanted to try to use products/inventory but it wasn't really build for S
Lead Exits Journey if responds to email
Hello, Been trying to make a lead exit a journey when responding to a email from that journey, but I've noticed that in "add response" option in "Send Email" process, only allows responses like email opened, any link clicked, specific link clicked. And in the "If/Else Condition" it also doesn't contain the option that I want. How can I get around this issue, preferably in an automated way? Thank you.
Workflow rule to update contact
Hello, Is it possible to have a Workflow rule to updating a Contact as soon as that contact is created? So, when a contact is created, I want to update that contact's Title field.
Unable to send email through smtp in codeigniter
Hi, I am trying to send email through codeigniter using zoho smtp, but it is giving the following error "Unable to send email using PHP SMTP. Your server might not be configured to send mail using this method." My server configurations are as follows: $config = Array ( 'useragent' => 'CodeIgniter', 'protocol' => 'smtp', '_smtp_auth' =>TRUE, 'smtp_host' => 'ssl://smtp.zoho.com', 'smtp_port' => 587, 'smtp_user'
API notification for Candidates data changing
Hi. I'm trying to setting the API notification to a custom url on candidate data changing following this guide: https://www.zoho.com/crm/developer/docs/api/v2/notifications/enable.html In my request body I put this: { "watch": [ { "channel_id": "1000000012345",
Customization of Blog List Layout
Hi Team, I would like to ask if there is a way to customize the Blog List Layout even further? I know there are already a few options to customize the layout but I would like to customize it a bit more. My goal is to list all the blog posts in a grid
RUES - 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
UK Postcodes in Zoho CRM
Hello I have been working on getting postcode lookup of UK addresses into Zoho CRM for a while now, so I thought I would share with the community a solution to get verified UK addresses from a house name / house number and postcode. Firstly, this works across all modules, from custom modules, to companies, contacts etc. This is how I did it. 1. Make sure your Zoho CRM module has the following address fields. 1. House No or Name 2. Address Line 1 3. Address Line 2
Build comprehensive customer portal with Creator or Sites?
Hello, We would like to build a comprehensive customer portal and provide the customer with the following listed functionalities collected on one website. The question we ask ourselves is which Zoho product can we use to map our needs? The customer should
Disclaimer in Zoho Projects
Disclaimers are notices which are displayed to keep the users informed about specific changes in a portal. If you are an administrator in a Zoho Projects portal, you can now display disclaimers to the new users and also to the existing users. Consider
【9/3(金)】Zoho CRM もくもく会、開催！ユーザーさまと一緒に設定やカスタマイズを進めましょう
このたび9月3日15:00より、2回目となるZoho CRM オンラインもくもく会を開催します！ ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ ◎もくもく会とは... →複数人が同じ場所に集まり、各自が黙々と勉強や作業を進めるイベントのことを指します。 ※もくもく会の詳細は、以下のURLをご参照ください。 テックキャンプ ブログ： https://zurl.co/nDYa (外部サイト） ━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━━ 今回のZoho
Error generating journal from custom function
Good day, I am trying to generate a journal from a custom function but it returns the following error: {"code":11,"message":"Solicitar carga útil no debe estar vacía para la solicitud."} Reviewing the documentation of the books apis, I am considering
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