Adding Tags when a client buys a product through WooCommerce
Hi I would like to add a client to Campaigns when they purchase a product through WooCommerce and tag them with the product that they have purchased. Please advise how to achieve this? If they sign up to a normal newsletter and then purchase after that,
Any other charities using Zoho One?
Hi I'd be very interested to hear from other charities using Zoho CRM, Campaigns, Social, Forms etc. Happy to compare notes on how we're using the system to record information and communicate with our donors/clients. I'm in the UK.
Cliq Integration
The recent Slack integration is great, but it is interesting that you have created an integration with Slack before integrating with your own products (Cliq). CRM, Desk, Projects and other Zoho apps have been integrated with Cliq for some time, and I have been told that Cliq integration was coming. Can you provide an update on this or is our only option to abandon Cliq and adopt Slack if we want integration between Recruit and a team collaboration tool. Thanks!
Issue in the Zoho Mail and Calendar app
The calendar function within the app has a bug. From the app it is no longer possible to view events from a calendar that is shared with us. If I log into the calendar site I see all events. If I log in from the app I only see events from my personal
Empty Entire Trash Bin in Docs
Is there a way to empty the entire Trash bin in Docs at once irrespective of the number of items in it? From what I have found, you can only empty it by manually selecting 50 items at a time.
SAML request from My Web Sİte
Hello there; 1. I am trying to integrate Zoho Desk Help Center portal with my website. When users in my website login and click the button associated with Zoho Help Center portal, they will be able to access my help center portal to manage their tickets
Assign tasks to users from the Resource Utilization chart
Hello everyone, Managers track and manage workload of their team members to avoid burnout and optimally utilize their skills. The Resource Utilization chart in Zoho Projects makes this job easier by providing visual indicators of an individual's workload.
How do I delete already reimbursed expense in Zoho Books?
Hi, We are cleaning up Zoho Books for new migration of data. The issue is there are already reimbursed expenses that we are unable to delete and this is blocking us from deleting all test projects, test clients. When we try to delete expenses, we keep
Tip of the week #11: How to customize your Olympics 2020 calendar?
With the Tokyo Olympics 2020 Games is in full swing, having the Olympics 2020 schedule right inside your Zoho Calendar will help you keep track of the event schedule despite your hectic work schedule. You can subscribe to the Olympics 2020 calendar and
Campaign and Email not showing on CRM Lead
I just sent my first Email Campaign. I can see that the emails were successfully sent as I have received numerous replies. However, in my CRM Lead Details pages, there is no indication under the Emails nor Campaigns headings. Please advise. Jeff
Zoho Workplace helps Beyond Blue Aerospace communicate and collaborate over its sky-high plans
About Beyond Blue Aerospace Beyond Blue Aerospace, a Federal Corporation in Canada, was established with a goal to create suborbital spaceplane that could take off from an airport. Steve Perpich, a Board member and Director of Special Projects at Beyond
"Log a Call" Report
Hi, how can i create a report with the following colums: Date | Potential | Account | Subject | Description I want to be able to run a weekly report which shows me every "Log a Call" that has been clicked by a sales rep. Lastly, I'd like to build a graph of the number of "Log a Call" activities occurred per wk. thanks, Mitch
Import contacts from your device, integrate with Zoom Meeting and more
Hello everyone, I am back with our next set of release items. Here's a brief introduction to each of them. Zoom Meeting Integration for Bigin You can now schedule or start an online meeting instantly from your Bigin account by integrating with the Zoom
When sending email through MASS EMAIL , emails are not receiving and it is showing 0/100 % sent
I send email through 1 contact for testing purpose from MASS EMAIL and selected the template and sent the email but It has been more then an hour email is not received. Kindly let me know what is the issue but when I send email directly from lead the
Payment due date
need to update delivery date for every sales invoice as due date is 45 days from date of GRN at customer. Can this be done ? Update of delivery at customer needs to be updated as a part of the workflow once every invoice is issued.
Copying email from account email field to custom module
Hi, I have a custom module called Sage Invoices that's being fed invoice information via API from a third-party application. I need to copy the email from the custom email field in the accounts module over to the email field in the Sage Invoices module
[Zoho API] What is the best way to get updated Items after given time?
Hello, What is the best way to get updated Items including stock information after the given time? For example, I want to get all updated items since last two hours. Thanks, Soe Moe
What's New in Zoho Subscriptions – August 2021
Hello everyone, This month's updates focus on enhanced trial management for your customers' subscriptions. Here's what's new: Immediate Trial to Live Conversion from the Customer Portal You can now allow your customers to convert their Trial subscriptions
SMS Campaign not triggering based on date
I have the following SMS journey set up in zoho marketing hub (see attached). Each lead has a date for their trip with us (just a date, no time). I would like each lead to get an sms message 2 days before the trip, and one sms message the day after (I would have liked to send an SMS on the day of the trip in the evening - but I don't think that is possible.) For some reason, this journey is not working, and I am not able to send SMS messages. I do have another SMS campaign which is working fine,
Extracting Data from Webhook
Hi, I'm extracting Data from a Webhook in Zoho Flow and it is coming in the following format: {
"webhookTrigger": {
"headers": {
"content_type": "application/json",
"host": "flow.zoho.in:443",
"connection": "close",
"content_length": 474,
"accept":
Upgrade your account to download as mobile app
Greetings. I hope find you well and safe. I have downloaded an app from Marketplace. I am configuring that, but there is a part that says "Upgrade your account to download as mobile app", I don't understand update to what, once I already have Zoho One
Extension Pointers for Integrating Zoho CRM with Zoho services #2: Handle and manage your Zoho CRM cases efficiently by integrating Zoho Projects and associating cases with tasks
Integrating customer relationship management and project management contributes to the development of an overall effective business management strategy. You can integrate Zoho CRM and Zoho Projects through extensions to achieve your desired functionalities
Barcode Scanning - Auto Submit
Hello, When i scan barcode using a scanner the form automatically submits. How do i stop form from getting automatically submit?
how to do string compare?
I am trying to filter records what are having status only as 'paid' or 'overdue'. Can someone clarify how to have this? Thank you. either Having status as Overdue or Paid or having status not as draft line written in zoho analytics SQL? SELECT sum("Total"),
How to properly handle a credit card refund via Stripe
Hey everyone. I cannot seem to find any information on how to properly handle a refund via Stripe. Here's what I mean... 1) I raise a credit-memo in Zoho Books on the invoice in question. 2) I log into Stripe.com and issue the refund 3) I issue a refund on the credit amount in Zoho Books... ... however, I don't know what account to issue the money from. My options are Stripe Clearing Account (which is what Zoho support advised me to do) but that doesn't seem correct. Other option would be the actually
Upcoming new updates in Bigin - Now up for early access!
Hello everyone, We are excited to announce our first set of enhancements in Bigin for this year. Since our public launch, our focus has always been to make Bigin more usable and practical to our small business customers. Keeping this in mind, we've been
Implicit knowledge - Word of the day #14
Implicit knowledge is the type of knowledge acquired by the application of explicit knowledge. You can learn how to perform a job from a manual and use this information to determine the course of action to solve a problem. For example, you can learn the
Setting up Remote Authentication for Help Center Portal
Firstly, my website's url is https://www.example.com/ and my Zoho Desk Help Center Portal's url is https://support.example.com/portal/. I am trying to have the customer Zoho Desk Help Center Portal be automatically accessed with credentials (login/password)
PHP code to insert ticket automatically
Hi, we're looking at migrating from another support desk system. But I am having problems finding out how to insert a ticket via PHP. All I need to do is create a ticket from admin[at]mycompany to client[at]anothercompany via a PHP file on our system.
Can't able to create a ticket without using contactId
To create a ticket contactId mentioned as optional in API documentation link below: https://desk.zoho.com/DeskAPIDocument#Tickets_Createaticket Then i tried contactId as empty i got a response like contactId is missing below: stdClass Object
(
[errorCode] => INVALID_DATA
[message] => The data is invalid due to validation restrictions
[errors] => Array
(
[0] => stdClass Object
(
[fieldName] => /contactId
[errorType]
Functions using Contact Roles and Mass Association/Disassociation
This is a two-fold question related to Contact/Customer Roles in relationship to Potentials. 1. Is the Customer Role available to use in functions? If so, how do you call that field (or what is its API name?) 2. Is there a way to mass associate/disassociate
sincronizar zoho docs
como faço para sincronizar as minhas cinco contas com zoho docs sync no mesmo computador só consigo sincronizar uma conta por maquina ?
Contacts not being pushed to Gmail
I have set up integration between Zoho and Gmail. I have 18 users, 17 are working, 1 is not. Only a very small fraction (less than 1%) of our contacts is being sync'ed to this person's email account. We have reset everything and it does not improve.
c# SDK ?
From what I can tell, the Zoho CRM SDKs are only for the CRM API and do not cover the Inventory API, is that correct? Is there a c# package for the Inventory API? I'm just getting started integrating a new supplier's Zoho Inventory into our on-line
"This report is not accessible" message in published page
I have created an application with some reports. The application includes a page with buttons, each of them with an "Open report" Action type. I have published the page to share it with final users, and when any of them clicks on a button, a page with
Zoho Desk End-User
I can add a contact via api to Zoho Desk, there is no problem. But Once I add a contact, she/he is not a end user, he/she is just an ordinary contact. How can I add an end-user to Zoho Desk Contacts with Zoho Desk Api?
autodiscover DNS entry
I need to setup an autodiscover entry in my domain's DNS for Zoho Mail, but I do not know the value to use. I tried creating a CNAME for autodiscover that points to autodiscover.zohomail.com but that is not working. Mail is working but I am unable to automatically configure clients and must manually enter the settings. Can you please give me the correct value for autodiscover on Zoho Mail? Thanks in advance!
Zoho Desk
I work as IT for 4 hotels and there is 1 other IT person working with me, we are evaluating IT help desk ticketing systems and so far we like zoho desk. We have a few questions: 1) We will have most people logging their tickets via email so they will
Override report name when embedding on page
Sometimes i need to duplicate reports just for changing the report name. It would be great if it will be possible to change the name of the report when embedding. Report header color also will be great improvement for the interface. Thanks
Sent Mail is not synching to local client
Hi all, I've already opened a request for this, but thought I'd try here as well. Since yesterday my Sent emails on Zoho Mail have not been synching to my local devices, running Mac Mail. The emails appear in my local Sent folder immediately after sending,
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