Help with zoho.crm.getRecords
Dear community, I have one question about a deluge function. I'm using the function zoho.crm.getRecords("Accounts", 0, 200, {"cvid": 3966036000418539959}); To return all the records from my custom view id 3966036000418539959. The issue I'm facing is
Lead Scoring in Zoho Marketing Automation Video - 49 Mins
In this video FBurg CRM shows you how to use the lead scoring capabilities in Zoho Marketing Automation. Surface hot leads based on sales signals and content engagement, push leads into funnel stages, sync lead Marketing Automation score with CRM custom
Zoho Desk SLow
Zoho desk is very very slow, I can't work like that and I think no body can!
Adding images limit
Hi, Wonderful app How to increase the 15 images limit to a text note ?? Thanks
Creating a Browser alert for new tickets
I cannot figure out how to create a broswer alert when new tickets are created that do not have a ticket owner.
Need your Kind Assistance - Please Answer the Following Questions
Good day Zoho team, Kindly answer the ff questions: My co-developer, George already asked these questions. I just wanted to follow-up. Hoping for your response. Thank you. 1. Change management procedures have been defined for the project. 2. The impact
Redirect Page with Zoho Bookings
Hi there is there a way to specify a URL that Zoho Bookings goes to after the booking is created? I want to embed it and have it go to a specific URL afterward the booking is complete. Thanks, Michael
Las herramientas de Zoho, impresionantes, como siempre. Consulta: ¿Con qué herramienta o aplicación puedo transmitir en vivo un evento digital programado con Zoho Backstage? ¿Con Zoho Meetings, ShowTime u otro? ¿Como funciona esto? (Somos usuarios de
In the layout section Need a Spacer mechanism
When you are editing a layout, In two column layout, for proper alignment of fields, we should have a spacer that takes one field height as space in layout and we can align related fields next to each other. As long as related fields are even in number
Blocked From Sending Emails from a Deal Where Primary Email Addresses are Invalid
As our company grows, one of the more frustrating things has been to inability to even draft an email for a deal where the primary contact's email address is invalid according to Zoho. The problem is that we don't want to send an email to the primary
Integrate Zoho Survey with Zoho Recruit
Hi Zoho, I have a couple questions about the integration of the Survey and Recruit: Can the survey be sent via SMS? Can the candidate profile in Recruit update with the existing surveys already completed prior to this new integration, using the email
Pass variables to Form
I am using the plugin to insert my forms into Wordpress site. I have tried passing variables to the form when they go to the site. Does the plugin support this?
how to reduce the attached merge document PDF file size.
as before the attach merge PDF file only maximum around few hundred KB to 1 MB, on this week most the attach PDF report suddenly up to 11 MB size. Already check the attach photos resolution same as before.
Import/Export into Zoho from Microsoft Project
I am new to Zoho. What are the steps from exporting from Microsoft Project into ZOHO?
Is there are way to have Team Folders that can be shared but not edited or moved?
I am looking to use a Team Drive as a Marketing Document repository. The Sales and Success Teams would use Zoho CRM or Gmail to share out links to documents. We would like most of the team members to be able to share out documents and videos out to our
Bulk task or milestone creation via import or template?
Can a set of tasks or milestones be created by importing (eg, from a delimited file), or from a template of multiple tasks? We frequently create sets of tasks associated with an event. Each task has a different date relative to the event date. In Google Calendar and AirSet for example, we can import a csv file that creates a set of tasks. (We use an excel template to calculate the task deadlines now). Is bulk task creation possible in this way?
Is there a way to show sum of two columns in Dashboard component?
Is there a way to summarize two columns in the report and show the amount in the Dashboard component? To be clear: I want to show on y axis two columns but summarized together. X axis Deal owner Y axis Sum of Deals + Sum of Fees (for ex) but I want these
Pause Timer and Add Notes in Zoho Projects
In Zoho Projects, timers are used to record time taken to complete tasks and issues. These timers can be started, paused, and stopped. You can now add a note whenever the timer is paused. For instance, consider a scenario where you are working on a task
Close a task and automatically open other task
Hi, I'm new to Zoho Projects. I've read all docs and have done a lot of tests, but can't make it work. The goal is pretty simple: If a user closes a specific task, automatically other specific task has to be opened (without user interaction) How can
Can't Report On Revenue from Zoho Desk Tickets
I'm trying to create a report that shows me all the revenue generated from Zoho Desk tickets. I have them linked and can see the estimates/invoices inside the Desk ticket and also the ticket and estimates connected in CRM, so I know they are being linked
Add session confirmation to some technicians
Zoho is used mainly by our IT department but we are giving more office users Unattended Access for training purposes, are we able to give the IT team full unattended access and have a session confirmation just for the office staff. It seems the setting
Can I elevate a session on a remote Iphone 11
Can I elevate a session on a remote Iphone 11 from either a Windows Tech console or an ANdroid Tech console? If yes how do I go about doing it?
How to re-order mandatory questions when setting layout rules
Hello all, my question is, when creating a layout rule to make certain fields mandatory when a stage is changed in a deal, how can I re-order the questions when they appear on the "verify details" popup? When creating layout rule, I add the question in the order I would like them to appear, but once they appear on the verify details popup they seem to be random. I am using this for a type of service being performed, and once the stage is changed to "completed" I would like the mandatory fields
Edit single link in a subform?
Hi all, We are a test laboratory and have a subform where we enter the test dates. This subform looks at the parent form for the primary date and simply adds x number of days to create a future test date. For example:. Primary Date: 01.01.2021 (Main Form)
Ability to Create Records as part of blueprint transition
In workflow rules, "create record" is one of the available actions. It would be very helpful if this was supported in Blueprint transitions as well. The workaround is to use custom functions but most CRM users are not comfortable writing deluge scri
Creating lead from does not trigger review process?
As the title suggests, I've set up a lead review process to be activated for a specific lead source. However, when I tried to create a lead from an email within Zoho CRM with that specific lead source, the lead gets added instantly without triggering
Zoho Workdrive Migration Tool - Not Available
Can ZohoWorkdrive support please provide more advanced noticed when you are removing a tool that we use for migrations. I was just told that the migration tool has been removed from Australia due to a data centre upgrade. I only found out after finding
How do I make an embedded (iFrame) form mobile responsive?
Hi there, I have a zoho creator form embedded with an iframe (from the publish option) in my external website. It works fine on desktop, but unfortunately the content of the form does not scale correctly on mobile. I have tried placing the iframe within a container, but it still makes the form label text massive, and the form fill areas tiny. Any ideas how to resolve this ASAP please? Thanks
Requirements - Need Urgent Attention
Can the ticket subject in Help Center portal have the same view from Zoho Desk portal? Please see attached files for reference. Example: based on the attached images, the Ticket number in IT OPS Ticket Zoho Desk comes before the Subject but the Ticket
Zoho Finance Bug: Custom Buttons no longer work within Zoho Finance Module. Only response is "An Error Occurred"
This is a major bug that started happening on Monday for us. I was onto support for 2 hours and they confirmed the bug. This has crippled our operation as we run a ton of automation based on these custom buttons. To replicate scenario - Open the CRM Finance
Round Robin For Phone
how can i make round robin for channel phone ? we have integration with twillio. I want when the phone status is offline, the agent cannot receive incoming calls. can you help me? because if I look at the round robin on zohodesk it only applies to e
Unabled to Access Zoho Forms
I am the admin of my organization on zoho, I use email, books, campaigns and bigin without issue. However, I have been trying to use zoho forms for a few days now with no luck. When I sign in, I get the below error and i am not able to do anything in
iOS web Clipper only creates bookmarks
Hello, When I web clip a website with the sharing menu of iOS it always just creates a bookmark to the website instead of creating a offline version of the page.
Saving websites to notebook not working on iPad
Hi, I’m trying out Zoho as an Evernote alternative. I’m especially interested in the web clipper, which is my main use in Evernote. on my iMac, the clipper works properly. However, on my iPad, when I save a webpage in Safari using the share extension, it says “saved,” yet nothing shows up in Notebook. i’ve tried logging out and back in, different web sites, etc., with no luck. My software is up to date. Is there something in the settings I need to fix? Thanks. Richard
Font size
When inserting text into a note, the fonts are often different. Is it possible to somehow change the font size in the note. Used by mac os.
Calendar to show ALL months posts and not just scheduled?
Can we have the calendar show all posts and not just scheduled. The platform we've just moved from, Hootsuite, did this and it is very useful to be able to visualize across a month what went out and when. This makes doing analysis on success/best times
Books API error 3044: "email address can not be blank for contacts associated to recurring invoices"
Hi, I am having this issue but do not understand why. I get this error when I try to update contact in Books Example: params: {"JSONString":{"contact_name":"CUSTOMER NAME","currency_id":"xxxxxxxxx","phone":"11111111111","billing_address":{"address":"ppppppppppppp","state":"DDDDDDDDDDD","city":"cccccccccccccc","zip":"sssssss"},"contact_type":"customer","custom_fields":[{"api_name":"cf_rut","value":"111111111111111"},{"api_name":"cf_raz_n_social","value":"DDDDDDDDDDD"},{"api_name":"cf_c_digo_iso","value":null}],"contact_persons":[{"email":"mail@server.com"}]}}
Pick up information from an Email back into a Form
HI, I don't even know if what i am asking is possible?! The app we are using records quotes our sales guys produce and sends a copy off to the customer in an email. I would like there be a link in that email that directs to a different form so the customer
MX records not recognized (with cloudflare)
Hi, I had a problem with my dns provider for like a day, and zoho asked to reverify the mx records when the dns got up again. Fine. But i cant get zoho to recognize the mx records! I attach screenshots of mxtoolbox, cloudflare and zoho admin panel.
'DKIM cannot be enabled for the domain as no verified default selector present'
I'm trying to sort an error I have regarding DKIM. I have a notification in my mailbox which says 'DKIM entries in your domains DNS are not configured to match with Zoho. Configure DKIM for better email deliverability.' When I click to see what the error
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