zoho workplace vs workdrive files
my files are accessbile thru zoho mail apps,e.g. my files on doc tree structure. when i click on workdrive from my zoho new dashboard; there is nothing; sync also shows no files yet I am syncying to zoho docutments' there are two different products but
Creation of Invoice from CRM doesn't show field shipping_charge_sac_code
When I create an Invoice in Zoho Books, I can add the shipping charges, shipping tax and update the SAC (which is mandatory to update by law) However, when I create an invoice in Zoho CRM, it allows me to add shipping charges, shipping tax BUT doesn't
Integrate Outlook calendar with Zoho CRM
Hello, I use Outlook for organising my work diary but I am looking for a way to add in appointment details for the leads and deals and then have that appointment and client name and address sync with Outlook calendar. Can this be done and if so how?
How to get Current logged in userId using Zoho deluge REST api
Hi All, I am using deluge function to get currently logged in user and its perfectly work but I am trying to integrate that deluge function with rest api with third party. It is responding paraent Zoho logging userid. userTypes = Map(); user_response
When Failed actually means, "Already exists!"
We have set up a flow so that when Zoho Bookings has a new appointment made, it also creates a new customer in our Shopify shop customer list, so when they attend the details are already in the POS.. This works fine for new customers... however... If
Ability to Edit Forms by Multiple Team Members
I need my team to be able to see and edit my forms?? How can we do this? Please advise. Thank you, Cathy
Set campaign member status for imported leads
Hello, I have a list of leads we received from a trade show. I want to import them into a campaign and assign them a member status. Right now it defaults to planned. How can I change this? There's no way to differentiate these new imported leads from
Trying to work with formula syntax on zoho crm and not working
Hi, i created a new module that will be used for grade sheet for any of our students, that we will be able to follow our graduate students on the future and stuff like that. The distribution of grades is based on the following parameters: A. Homework
Campaigns vs. Marketing HUB and the other 80 apps....
Greetings. Why have both of these? Campaigns/Marketing Hub I have spent 6 months developing the MH interface, campaign templates, connecting CRM/Leads, bla bla bla.... and now, when trying to integrate zoho mail - you apparently can't with MH. So all
Can I have Multiple unsubscription confirmation pages?
I run two sub-brands in the same account, and would like to brand the subscription confirmation pages with separate brands, and be able to select between them when building the email templates. Is this possible? I only see the option to customize the
Update Record Example Deluge Script
Hi, I need to write a deluge script to update a Projects task. Since the "update" API asks for "Record Id" , I must fetch the task first, then update it. Here the issue is that: I must pick the Task Id from the response object of the getRecords API,
How do I customise my home page to show tasks for my team only?
Hi, How do I customise my home page to show tasks for my team only? I have created teams for Operations, Sales and Finance, I'd like for the teams to view open tasks for their own team within their homepage. I can find options to view all or my own but
TLS version in From email address configuration
Hi, When I setup from email address and choice to use SMTP. Which version of TLS is used at the backend? Thanks. Darius
Attachment Preview
I recently encouraged a friend to sign up with Zoho and he's liking it so far, except he made a good point about the lack of attachment previews in Zoho Mail. It would be great if Zoho Mail displayed a thumbnail preview of attached images. Maybe after images, you could look at previewing other common attachments, like PDFs, DOC files. Thank you for considering my request!
Start met Zoho One
Welkom op de community-pagina van Zoho One, hét besturingssysteem voor bedrijven. Op deze pagina geven wij een korte introductie over Zoho One. Daarnaast geven wij een aantal tips om te starten met deze besturingssysteem. Tegenwoordig zijn Cloud-oplossingen
Tracking meetings
Hi everyone, My industry's biggest challenge with converting leads is attendance to meetings. Agent calls a lead > booking a meeting with him > creating a future event > the lead isn't coming. I would like to keep track on this data, and be able to deep
Real Estate Usage
I'm in real estate which is inherently a B2C business but we still deal with a lot of vendors across different verticles. So I'm trying to decide how to organize my contacts to get the most tracking possible. Clients will of course be contacts but I then
Zoho crm api v2 - getting records with Query Map
Hi. When I want to get a record (Let's simplify it and say that for now I am only interested in Leads), I am getting this error response: { "errorMessage": "Only 'AND' operator is supported. Found a(n) 'OR' operator in the search expression", "providerMessage":
ZC : Dynamically filter a report where a date field is empty
I'm sure this is easy, but I can't get it working. I have a date field and I need a report filtered to show when that field is empty. I've tried : ?action_daterequired=null ?action_daterequired==null When filtering in the menu it has the IsEmpty in the
Is it Possible for Zoho Flow to Continue After when it Can't execute a Mail Merge from Zoho CRM
When we have Zoho CRM "Send Mail Merge" action in Zoho Flow and it errors out (mostly because the email address is blocked), the flow stops and does not continue. In reality, the error on the Send Mail Merge should not be a fatal error and should allow
Configure Email Not Available
Attempting to configure email, using a yahoo.com email account, but the option is not coming up under set > email configuration > email. There is no green button (as shown in help example) under the tab that prompts set up.
CRM Canvas Builder Element Lock Options
What does the lock/unlock option in the right click menu do?
integration with an external system
hello dir do you have api to integration with external system ?
CRM Blueprint #4 : Consultez les rapports d'utilisation de Blueprint
Bonjour à tous, Continuons notre série sur les Blueprint en approfondissant la fonction rapport. Les rapports Blueprint vous donnent des informations sur vos processus commerciaux et leur exécution et vous aident à mieux les optimiser. Il existe 2 types
Desk API requests in python
Could someone give me an example of how to structure an desk API call for all client happiness data in python? I've authenticated successfully using self client, just not sure how to structure the request and the documentation example doesn't really make
How do you find your docs?
Yeah, I can't seem to find the doc that I wrote. ( I'm fairly new and hasn't figured this out yet- would anybody mind pointing the right way to me?)
Best practice of refreshing JWT tokens from mobile and web simultaneously
We are building a customer application. For that, we are using accounting software (ZOHO). Items will be fetched from the accounting software and bills will be generated directly on accounting software using API. API is using JWT for authentication. To
Una vez seleccionada la plantilla de Zoho Sites, ¿No es posible cambiarla?
He iniciado la construcción de mi sitio web con Zoho Sites. Sin embargo, una vez escogida una de las plantillas disponibles, cuando intento cambiarla (de hecho selecciono otra plantilla y me permite hacerlo), sigue con la plantilla escogida inicialmente.
LinkedIn Ads Integration
I've read that we can add LinkedIn Ads in Zoho Analytics. We have an Ad webform where potential customers can fill out their information. My question is, can the answers of those potential customers from the webform be sent to Zoho Analytics? Are there
Can Zobot and Answer Bot overlap at all?
Can I install both bots on my website and simply have Zobot active during business hours and Answer Bot active after hours? I haven't been able to find any documentation or articles about anyone's experience doing both, except for "it might cause unpredictable
Activate a workflow from Zoho Flow when a contact in CRM already exists
Hello all, I have a Zoho Flow that connects our Woocommerce store with the CRM. So whenever a order is created in Woocommerce, Zoho Flow gets the contact and creates or updates the contact in Zoho CRM. The thing is we have a workflow to send an email
hola no puedo enviar mails pero si recibirlos me aparece motivo 553,
Cordial Saludo. Tengo un error al momento de enviar los email, me aparece el motivo 553, ya he realizado la siguiente configuraciòn: Type :CNAME Host Name/ Name : zb14805466 Value/Points to/Destination : validate.zoho.com Por favor revisar la configuración de
How to change task assignment email content?
When entering a task, and you request to sent notification email - you receive a task assignment email subject as follows: Zoho CRM - You have a new Task (Subject: task name) then all it shows is the subject of the task (as a hyperlink to the task) and the due date. I would like to modify the data that appears on this email - to show the related customers info. Can anyone help me as to how I could do this? Thanks in advance :) Jo
Zoho Desk & Facebook Integraton
The current "channel" integration is useless because it only integrates with Facebook personal pages, instead of business pages. If your business is only using a person page on Facebook, you will have a bunch of other non-ideal consequences. There is
How to retake test
Hi there! When a user complete a training and take the test, it never shows the option to take the test again if they return later. However, in some cases, we need to allow the users to retake the test when they failed. Is there a way to present the test again for the same user?
Payment problem, lack of timely support
I have no idea what is going on with your company regarding my payment. On all attempts I received message that payment was declined. However my credit card company said nothing is wrong on their end and the payment was authorized but is waiting for
Is there a way to push leads TO the zoho crm? Not just synchronise information from the crm to this marketing hub?
We have begun setting up this 'sync' but it appears to be one-way. We wanted to effectively push form submissions out of this marketing hub and in to the crm? Have any users out there managed to achieve this?
Script help
I have a form for booking parties. The parties are available every Saturday and every Sunday. And each day has two slots available 11am-1pm or 2-4pm. I am trying to find the best way to script this so that once someone books a slot it is no longer available.
jsonarray. ZOHO FLOW
Zoho CRM says "Invalid input for Product_Details. The expected input type is jsonarray."
Can't attach multiple files to Zapier-created ticket (GravityForms - Zapier integration)
I have a web-form on my WordPress website (Gravity Forms), and I have successfully managed to create a chain of zaps that does the following on form submission: 1. find or create a contact from the email address in the form, 2. take contactId from 1 and
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