How to tag certain customers for events
Hello, What is the best way to tag individual people in ourZoho CRM to easily contact them for smaller events? We would preferably like a custom module where we can list attendees already in thesystem and easily send email correspondance from that module.
New Fields wont show up in woo commerce plugin
So i added new fields to the Lead-layout, but they just wont show up in the zoho-feed in WooCommerce Zoho plugin.
Task Ownership
In our organization we are running into the issue of who owns (is responsible for) the task. Is there anything on the table to have two groups when selecting task users. One to select the Task owner and a selection to assign people associated with the task. Thank You! B
Ninja Forms / CRM / GCLID
Has anyone successfully implement a ninja form that will pass the GCLID to CRM? I've been working with a developer and we are both at a loss. As far as I know, we've followed all of the 3rd party forms documentation. Just can't get the data to pass. As a side note, I tested with a zoho webform and I was able to make it work. I just prefer the look and feel of the Ninja Forms better and I'd like to make this work before just bailing and using a zoho webform.
Keep getting "code": 14, "message": "Invalid value passed for authtoken." My authtoken is correct though!
Yesterday, I reset my password. I think I accidentally selected that checkbox that deletes all API/Authtokens. Today I regenerated new connection/authtokens for each Zoho Module that I needed. All my standard actions work great in Zoho Flow. BUT my custom
Live webinar: Expo management in Zoho Backstage - September 2021
Hello everyone, With the release of Expo management in the early access phase, we have planned to host a live webinar where we explain all the features you can use to handle exhibitors at your events. Join us for this live webinar on Tuesday, 14th
Custom caller ID for Twilio integration via Phonebridge in Zoho CRM
Hello, would it be possible to support of different caller id`s? I authorised number in twilio as a caller ID and would like to add it to purchased number. But there is no setting in the phone bridge. Thank you in advance, Ivan
Show a count of new contacts this week on dashboard
For us, we only add contacts in zoho when someone has signed up. Therefore it would be great to have a display of the number of new contacts this week, and be able to see if its up / down compared to the previous period (week). I cant see a way of achieving
AI Features to Zoho CRM?
Hearing news of both SalesForce & Microsoft rolling out AI-powered features to their CRM offerings, I was wondering if Zoho had something of their own in their pipeline. Some of the most obvious items that AI could help with is 'lead scoring' & 'sales
Zoho Docs API: Can I Get the Parent Folder ID of a Folder if I Have the Folder ID?
How can I use the Zoho Docs API to get additional details for a folder if all I have is the folder's ID? In particular, I want to find out the ID of the parent folder. I experimented with sending GET requests to these URLs but it didn't work: `https://apidocs.zoho.com/files/v1/${folder_Id}`
Zoho Books Custom Fields API endpoint
I cant find the endpoint to get all bild custom fields and they possible values (Dropdown custom field). Example: I create a custom field named "Bill Type", Dropdown type, with possible values One and Two. How I can get this information from the API?
Formula of Aggregated values from Different Tables
Hi, Lets say i have these 2 tables, Revenue and Expenses. I have created an aggregated formula to sum the Total Revenue which is attached to table Revenue, and Total Expenses which is attached to table Expenses Now i want to create a KPI Widget on my
Auto populate subform row field
Hi there! I am having trouble working out how to write script to auto-populate a field in a subform based on the input of another field in that subform. I wrote the below script but it only seems to be applying to the first row I add to the subform and
Final Tweaks
When can we expect the final tweaks to Bookings to be complete? There seems to be missing some rudimentary and basic abilities I think would be coming. -Customizations on all booking pages (workspace, staff, service) -Custom URL verification not working (verifies then reverts and code changes) -Calendar invitations not sent directly via email in a way that allows the calendar invite to be managed from a users calendar app -No ability to set location (like a conference call number) in the calendar
pas de balises sur zoho crm en mode tablette
Bonjour, Je n'arrive pas à visualiser et créer des balises pour mes clients sur zoho crm, depuis ma tablette. Est-ce normal ? Comment faire sinon ? Merci beaucoup
"Need permission ..." stubborn issue
I keep running into issues with Zoho-Drive: Access Denied I am permanently logged into my Zoho account on my main computer. I can open up Drive and see all my folders and files, but when I try to download a file, or copy a file from one location on my computer to Drive I keep getting this annoying message about "permissions needed": How can I remedy this issue?
554 Relaying Disallowed. Invalid Domain
Dear, Could you help me with the failure that happens when I send an e-mail? "554 Relaying Disallowed. Invalid Domain" Thanks
Mail Policy Configuration Issue In Zoho Mail
In zohomail when we create a mail policy and applied that policy to a specific user then that mail policy also applied to the group id for which user is a part of and i think this is not correct configuration. Because we are applying the policy to the
Migrate from Zendesk - I don't have a Manage > Reports link in Zendesk support?
Log in to your Zendesk account. Click the Admin icon ( ) in the sidebar, then select Manage > Reports. Click the Export tab. Click Request file besides, Full XML export. I don't have a "Reports" link ???? What do I do now?
Renew Domain
How can I renew my Domain? I can't figure it out. Thank you.
Script help
I am trying to input a field in a subform depending on whether or not another form (Complete_a_Waiver) has previously been completed with the same first name, last name and DOB as the row in the subform. If yes, then it will input as yes, if no then it
difficulty downgrading to free version
I signed up to Zoho Creator to make an online membership database for a not-for-profit organisation. I had visited www.zoho.com/creator/index.html and clicked on the hyperlink: Create Online Database for FREE! but when I access my account settings page, there is a red banner at the top of the page that tells me that I am using the "Enterprise edition", and that it will expire in 15 days. I tried to downgrade to the free version by following the link. Doing this takes me to the subscription tab, and
Tickets - Include ticket requester automatically while hitting reply
Hi all, Is there a shortcode or function for me to include the person's name automatically while hitting reply? Like for example Roger sent a ticket in our Zoho Desk, so once I decided to hit reply, it'll include "Hi Roger" on top/ start of the ema
Permissions to view documents created by other users
I'm an admin for my company's zoho sign account. We have four users at the moment, including me. We have different users working on different timezones and all need to be able to access the same set of documents. However documents created by me are not
Pop-up ads?! Seriously?!
This is a paid service. Why the hell are annoying ads being displayed on screen when I'm trying to work? Is there a way to disable them?
Job post and publish
I am trying to post a job using Zoho Recruit but it gives me "Job posting limit reached" but I have only posted a few jobs. Note message is "After verify your jobs we'll send you an email notification in one business day". On pressing Request Approval
Zoho CRM Contact photo
Is there a way of making the photo larger on a contact's page? and if not, is this in the pipeline for change?
[BREAKING]: Webhooks' callback waiting times are reduced
As mentioned on our webhook documentation, we should receive a response within 10 seconds of firing the Zoho Desk events to the specified webhook callback URL. However, on analyzing the behavior of existing webhook subscriptions, we concluded that most
App Spotlight: Typeform for Zoho Desk
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Typeform for Zoho Desk Typeform enables you to create interactive forms, surveys, and quizzes that build meaningful interactions between
API nor Iframe can be used to properly implement the jobboard with some controll -- THIS SHOULD BE FIXED RIGHT NOW
IFRAME integration: No web designer would ever want to use an iframe to implement anything anymore that is so 2005, in today's web design, you have responsive websites that work on phone/tablet/desktops and you are giving the us an Iframe to work with? One has to define height and width for the iframe, and then when a candidate clicks to see the job description, it opens up a lightbox, within the Iframe??? When the data of the job-description exceeds the height setting necessary for the Iframe,
Zoho Books App
Hello I have just added a second company to my connection. I would like to use the Zoho App to populate but when I try to download the app I get message " x --not able to download Zoho Books" help with this please. cheers paul morrison
A new Dashboard component in Zoho CRM - Zone Analysis
Hello everyone, Zoho CRM introduces a new dashboard component called "Zone Analysis" to provide more detailed analytical insights of business data. Zone analysis distributes the data into different zones which are created by taking the parameters in
Is Zoho using Environmentally Friendly Web Hosting
Many hosting providers are now switching to eco-friendly and renewable energy when cooling and powering their data centers. What's Zoho position in this matter? At least my site hosted in Zoho is not checked as "green" here: https://www.thegreenwebfoundation.org/
Cannot move email from inbox to another folder
I am unable to move a message from my inbox to another folder. I can create the folder however when i attempt to move a message from inbox to create folder. nothing happens. thanks AL
Parent/Child Ticketing Window Issue
When I want to link a child ticket, the window used to be positioned in the middle in the past. But, for a long time, I cannot give an exact date to you, it is located on the left side of the page. I do not know the reason for the issue. This is not a
how to get contact ID for custom function
I am going to create a button that call API from our app (3rd api). I want to pass contact Id and user email as params. I define my custom function as shown : contDetails = zoho.crm.getRecordById("Contacts",input.contactId.toLong()); paramsToPass = Map();
Email of Chat Transcript doesn't include first outbound message
I've noticed that if the operator starts a conversation outbound, then that first outbound message is not included in the Chat Transcript email that we get back.
Meet Answer bot - A resource-based support assistant
Answer bot is a smart new addition to assist your visitor alongside your support representatives. Answer bot is easy to set up, and it uses resources in your portal to answer your visitors' basic redundant questions. Answer bot is very effective for businesses
Customize Network Content BETA
Absolutely love this feature, and one ive not seen anywhere else. BUT It's really really buggy. The screen handling is terrible, can't click to a position in a post to edit, you have to use your cursor keys. When typing sometime the text appears at a
SalesIQ - Wordpress Chat Window not Showing Up
Hello Team, We are trying to use ZohoSales IQ with our wordpress site. (www.mayehair.com ) After Inserting the "Float Window" Code snippet to our site, we don't see the Chat Window Popup. The Chat Window is way down at the bottom of the page, where users don't go. Please Help
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