Data Sharing Rules Without Related Lists
Hello all, I have a questions to which I cannot seem to find an answer. It is not really clear to me what data will be shared under which option when using data sharing rules. 1. Default organisation settings - you can set to private, public read only,
Way to add title to Link (URL) attachment?
Hello, I'm trying to use the "Link (URL)" attachment type from the "Attachments" related list function in my Zoho docs - deals, etc. But I'm trying to link to docs that are in Sharepoint. When I do this, the link description comes in as "Untitled," presumably
How to reactivate the Blueprint in a Ticket
I've revoked the blueprint of some tickets by mistake, and now I cannot find how to "unrevoked" it. How can I do it?
API endpoint for Azure functions
Since I can't get a response from Zoho support, I thought I would try the community. I have an Azure Function that will run on a time interval and push leads to CRM. I don't have a URL as it is not browser based so I thought the non-browser option fit
Item kitting combining: Inventory items (current composite items) Service items, and non inventory items into a single sku
We desperately need to either be able to add services to a composite item, or we need a new item type/assembly kit that includes combining the current composite items as a stock inventory item with other services that can be put together with the composite inventory items. Some systems like Quickboks let you build product groups that combine any items you want: parts, labor, subtotal lines, percentage lines, etc... Other systems have stock tracking composite items like zoho inventory now does, that
Marketing Hub Pop-Up Form Problems
I have just started using Marketing Hub and have come across a few annoying problems: Image library doesn't load thumbnails inside editor doesn't change the text color of the pre-populated text in input fields (name, email, etc.) Once selected a text Background, it can't be reverted to transparent, definitely needs opacity settings Text border can't be reverted to "none" once selected either. Can't edit 'Website Details' and 'Popup Response' settings once activated, not even when paused. forced to
Publish via mobile notification
Having just recently moved all of our accounts from Hootsuite to Zoho to gain access to some of the great feautures you guys have, im struggling to understand why your Instagram support is so weak. I wish I had spotted it during our trial. Why can't we
Importing newly added tables
DataBridge was installed on the cloud postgres server and is syncing well on schedule. however, we added more tables on the source DB and I cannot find a way to include these to the sync. The databridge is missing from seting-> Manage databridges Data
How to update an integration field from another integration field
Inside a form I have 2 integration fields of the same CRM module (Zoho CRM, Products Module). The one integration field with name 'Integration1' gets all the 'Product Name' and the other integration field with name 'Integration2' gets all the 'Product
Can't sign in without using Google chrome
I've only been using Zoho for a couple of weeks. As of a week ago, I'm unable to sign in using the app on my phone through Zoho. When I launch the app, 2 sign in buttons are displayed. One just says sign in, the other says sign in with Google. No matter
Difference between Accounts and Contacts modules
What is difference between Contacts and Accounts in terms of module specifications? (I understand emails can be sent using Contacts only) Does anyone know if there are there any other unique/module-specific features?
Les formulaires dans Zoho One : quelle application ?
Le but des formulaires est de vous permettre d'automatiser le processus de collecte de données : Zoho One est riche de constructeurs de formulaires, disponibles dans Zoho Campaigns, Zoho CRM, Zoho Forms et Zoho Creator. Chaque constructeur est conçu pour
Zoho Analytics data upload through databridge
Hi, i'm new to Zoho Analytics and evaluating the free-trial. I want to visualise data from my local Postgres database. I installed the databridge and uploaded 10 tables that i wanted to visualise. The entire data sync took a lot of time and additionally,
Implementing Extension's Widget action for Workflow rules, But custom function is not called. Not worked
Hi, I cannot make our test Custom action widget in one of our CRM Extension (Sigma) to execute in workflow rules a widget to Zoho CRM. I followed your docs, guides on how to create a custom action with custom widget, custom function, current I am just
Is it possible to log incoming calls from unknown number on my mobile?
I've got a tiny company and for me is curial to register incoming calls to my mobile from UNKNOWN callers and convert them to leads. Is it possible using your program?
Spread a Number (Hours) Evenly Across multiple days (Start and End Date)
We have hundreds of active jobs at any given time, all with different budgeted hours, across dozens of processes, and all with varying process start and end dates. Below is a table with just a few lines containing our active jobs by job number. What I
incoming calls from phone system don't get assigned their allready existing contact
I have phone calls logged under activity with the syntax 'Created Inbound Call from 0xxxxxxxx to 1000' All I want, is that IF that phone ALREADY exists under a contact - it will appear under the field 'contact name' even better - that that call will appear under the contact as call event, automatically. It is impossible to receive a solution from zoho support - they simply either don't understand what I want, or ignore what I write in my messages. very frustrating. were still in the process of testing
Zoho mail crashing in the browser
Greetings, I hope find you doing well and safe! Today, since the morning, I am not able to use Zoho Mail via any browser. I load and after some seconds it crashes and the site stay stucked and crash. All ok in the Android app. Thanks.
How make CRM Outgoing Call using Cell with Twilio
Hi, could be a simple question but I couldn't find the answer so asking here. As a salesperson, I often need to call leads on the road and prefer to have the call go via my work number. Am I able to make an outgoing call from my cell via Zoho using Twilio,
Automatic Syncing Of Google Tasks
I want to be able to automatically sync the tasks in my CRM with Google Apps tasks. I know you can export tasks but I have numerous workflow automations set up that create tasks based on various triggers. These tasks are not showing up in my Google tasks
Reason:553 Relaying disallowed. Invalid domain
I have a problem. My mail is not being sent. My DNS record is good - MX, CNAME ... But in the ZOHO administrator console, in the MX section error - "error checking MX records"
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",
List item-names twice in a customized layout in Zoho Books.
Hello, I have question/problem: With the placeholder %ItemName% I list my articles in my offer table. On another subpage, I would like to list my article-names again. If I use the placeholder %ItemName% again, it would like to continue the previous list
OpenURL to open the invoice->send email page
Hello, I'd like to use a custom button to run a custom function to run openURL, to open the invoice->send email page. I'd then like to preselect the "from" email address (from one of many i.e. it should be the logged in users address!!), add a bcc address
Update on MarketingHub in Zoho One
Hi Everyone, We have updated the total number of leads per employee in MarketingHub for Zoho One users. Earlier, for every employee in Zoho One you were allowed to add 500 leads in MarketingHub. The number of visitors would have been twice as that of the number of leads. After the new update, 1. For each employee license added/purchased in Zoho One, 5000 leads will be added to the MarketingHub account 2. We were offering 500 leads limit for each Zoho one account getting created in MarketingHub service.
IMAP mail through Zoho CRM (not Zoho Mail)
Ok this may be a stupid question but I can’t find the answer. I have setup my email through Zoho. I’m not changing the MX records, etc. from my registar…I just entered in my IMAP, username and p/w into Zoho…and it works. I can go to a contact…click
Community Digest: un resumen de agosto de 2021
Community Digest de agosto de 2021 ¡Hola a todos! ¿Volviendo de las vacaciones? ¡Te hemos echado de menos por la comunidad! Nosotros hemos estado preparando nuevo contenido y viendo cómo algunas de las aplicaciones en las que hemos estado trabajando han
New in Zoho Chat: Threaded conversation at its finest best
Perform effective team communication in Zoho Chat with our new 'Reply' option. Converse and stay focussed on the parent conversation, rather than getting entangled in the web of several, never-ending sub threads. To reply to a certain message, all you need to do is hover to the left hand side of the message. Then, click on the three dots to open a pop up menu. Here, click on the Reply button and type the reply to the message in the compose box and press Enter. Voila, that was pretty simple.
How to get Contact Role Name via api 2.0
HI! How can I get Contact Role Names via api 2.0? Or list of Contact roles? I made request for getting contacts roles from deal: https://www.zohoapis.com/crm/v2/Deals/3607109000000187067/Contact_Roles But I see Id of Contact Role without Name (e.x. Developer/Evaluator or Decision Maker)
Canvas for CRM Calendar
Hi, My producers have been begging for color coded meetings based on the location field (FYI we have a custom location field because we have branch offices and no one ever types something the same, so we created a picklist). I could see how the new CRM
Android widget doesn't show notes
I'm trying to create a 4x5 widget on my Samsung S20FE, Android 10, but I can see only half of my notes on the selection screen, only the to-Do notes but not the text notes. Please advise.
Russian search in Windows-based Notebook
Notebook is a great app, however I faced some issues using the Windows-based app. The most annoying one is that I cannot search Russian words across my notes. In English everything is OK. But when I type a word in Russian, I get "Результаты не найдены"
Adding custom cover doesn't work
I've been on Notebook for a long but each time I try to add a custom cover to a notebook I create, it takes a big amount of ti to process it, and then when it is already uploaded, I select it, however sometimes the cover doesn't even change, and other
Subscription Plan billing wrong amount
I have created a plan that bills customer every 1 year. However when customer makes payment, the amount charged is the price i set divided by 12, which means they are being charged monthly rate for an annual payment plan. Issue occurs when I set the Calendar
Send SMS via clickatell
Does anyone know if there is a simple way to do this like the script below for people that signed up for Clickatell after November, 2016. The note reccomends using the invokeurl task but that seems to be so much mor complicate than this simple script
Is it possible to add a second page with Attachment file content in Inventory Templates?
Sometimes our Inventory Template needs to have 2 pages and the second page will be uploaded as an attachment to the record. I would like to add a file from "Attachments" to the Inventory Template as the second page. Is it possible to do it?
How do I sync CRM deals with multiple contacts?
We have deals in CRM that we link multiple contacts to. When I sync my deals to Campaigns, I'm only retrieving primary contacts. How do I make sure I'm getting all my contacts? Alternatively, I can have contacts tied to multiple deals. I'd like to be able to sync those so that I recognize which contacts are tied to multiple deals and which deals.
Zoho MarketingHub Leads limit
Hi, I would like to know how to increase the limit of Leads we can have in Zoho MarketingHub. In the section settings->general->subscription. It appears "Zoho One Enterprise (5500 Leads)". Using Zoho MarketingHub we reached a number of leads over 5500 and then we saw a pop-up asking us to pay more. Consequently we deleted our old Leads for having space for more. How could we increase that limit and how much does it cost?
Scoring Rules - Word of the day #49
Scoring rules help you prioritize leads, contacts, accounts, and deals based on record properties like fields, and customer touch points such as calls, emails, social signals, etc. You can assign positive and negative points to each property while defining a scoring rule. These individual points add up dynamically to a total score when a record is created or modified. Here's a knowledge-base article on setting up Scoring Rules. Check this quick video on the Scoring Rules. Previous 'Word of the Day':
Function-7: Add Country codes to contact numbers.
Welcome back everyone! Last week, we learnt how tosum up the total across multiple quotes associated to a deal. This week, let's look at a custom function that allows you to add the country codes to mobile numbers that makes it convenient to make calls directly from CRM. Business scenario: Web forms is one of the easiest ways to generate leads in most organizations. Be it an access form that lets prospects watch an on-demand webinar, or a 'Contact us' form that a prospect fills out to reach you,
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