Building an Internal Facing Appointment Scheduling System
Hi team, I am trying to solve an inefficiency in my business. We have an outbound sales team that cold call prospects and sets appointments with them and our account sales team. I would like to have a system where reps can have a visual appointment r
What is the purpose of email aliases in Desk?
I see my list of email aliases in Desk, and I do not understand what it's supposed to do. Selecting any of them does not change what I see as my "Send From" address.
multiple phone fields- calling out
finally started using Desk. We have it linked to CRM and we use Ringcentral. In CRM we can ringout from either a customers home, office or mobile number. In desk only one field has that option. Any ideas
Phonebridge integration mit Panasonic KX-HTS824 (aka KX-HTS32)
Hi everyone, is there any possibility to connect KX-HTS824 with Zoho One (Zoho CRM)? According to the documentation the KX-HTS824 is based on Asterisk 1.4 I already checked the TENFOLD website (as recommended 5 years ago) but there is no integration
Domain Authentication for Campaign on GoDaddy
Hello There, I followed your steps to authenticate 2 domains on Godaddy and it is still not working.. I followed as well your instructions, when it is not working and to wait for 24-48 hrs, but still it is not working. See attached. Can you please check
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Hello, can you help me with this problem? I can't send emails and i can't receive them. I have this error when i try to send an email Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
No se conectan registros mx
Hola: Junto con saludar, tengo dominio en Hostinger y he tratado de conectar los mx pero no me reconoce siendo que están cambiados en Hpanel de Hostinger. Me indica ese error.
World of warcraft
Let's talk about something non related to general theme of the discussion Have you ever played world of warcraft?
Updating Deal Status via Invoice Paid, using Zoho Flow
Hi All, I would like to design a flow that automatically updates our deal stage in zoho crm, once an invoice has been marked as paid inside zoho books. Has anyone done anything similar and would be able to help?
Booking Product Demos using Zoho
Hello all, my company recently launched a sales development division who are beginning to cold call and schedule product demos for Account Executives. I want these reps to have calendar style scheduling links for each of the full-stack reps and then be
Vendor Terms
Some of my vendors have terms that the payment is due on the 10th day of the next month. How can i set that up?
Reporting: Count Picklist records?
I have 5 picklist fields within one lead. All with 3 options which contain qualitative values, not quantitative (text values) FIeld1 - Option 1, Option 2, Option 3 Field2 - Option 1, Option 2, Option 3 Field3 - Option 1, Option 2, Option 3 Field4 - Option
unable to attach files
Hi i am unable to attach files to emails, anyone having the same problem?
Customizing of Sign Up Forms
Hi! I'm trying to customize a Sign Up form in Campaigns. There are some limitations in types and some features. Would it be possible to implement an external CSS form into Campaigns? Thank you!
Additional Components / Widgets / Controls
I am evaluating Zoho Creator as a potential replacement for an old Delphi program, but Creator seems to be missing a number of controls and components that are to be found in other development tools. In particular, I'm looking for: A "Tabbed Notebook"
Zoho Analytics - Error
Hi, I accidentally removed some fields from the data sync on Zoho Analytics and now several of the reports are saying 'View is not present in the workspace'. I have re-added the fields to the sync but this still doesn't fix the problem. Is there a way
Making a call to a number in an email signature
Is there a reason Zoho Mail on mobile applications (Android and iOS) does not create a link that can be selected to start a phone call from phone numbers in email signatures? It is very frustrating try to copy those numbers and paste to the phone call app.
Deleting attachments
How do you delete attachments from messages in Zoho mail? Ian S
Can't close page because uploading of video takes a LONG time
I am trying to upload a very short video to the LMS in Zoho People. I can't move past the page to upload the video because it gives an error message "Please wait, saving file" Please advise.
How to get only those entries in the dashboard where users have successfully completed the payment.
Hi Everyone. I have been using Zoho Forms for registering treks that my club conducts on every Sunday. I added the payment option as well and its been working fine. However there is a slight problem, I had kept a limit of 70 responses to the form as I
Manual Record Sharing Levels Clarified
Hello all, We are sharing records manually since any of the automation and record sharing options do not work for us, but I have some questions. When you share the record manually you have some options: 1. Share with related list 2. Shared without related
Codeless bot smile rating descriptions need updating
With the new codeless bot system, when you add a criteria checker block that checks a context variable, the descriptions aren't great. I'm using the three-stage smile rating and the options it offers you are Good, Great & Neutral (screen-1614). It would
Adding multiple contacts to Cases in a similar way to the Deals module
We have started to use Cases for managing post-sales support activities. In our business, which is distributing research equipment to (mainly university) research labs there are often multiple customers getting involved (Eg the student user who first
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain
Unable to send message;Reason:553 Relaying disallowed. Invalid Domain, but my DNS it's correct config MX help! my Domain is Type.cl
ITC
I've marked as filled all the GST since 2017 also created manual journal entries but now ITC section in balance sheet is showing wrong balance as compared to GST site.
Ken's Grammar Korner
Write business prose in the present, active verb tense.
Status Timeline
Hi, I noticed that when clicking on a task, you can see a status timeline for that task. However, it is not able to be exported. I would like to see an entire project task status timeline for the duration of the project that can be exported to excel
Zoho CRM with Drupal Webforms
Is there a way to connect Drupal Webforms with Zoho. I have found the module to SalesIQ, but haven't found any easy integration for CRM with Drupal other than this outdated 3rd party module: https://www.drupal.org/project/zohocrm I would like to connect
Next Tweleve Months
If there a NTM report that can be put into the data that come up for analytics. tthx
Unable to add applications and continue trial
I am attempting to trial Zoho One. I can log into my account, click on my apps or admin panel and then I am prompted to add apps. Once the apps are selected, I click continue but nothing ever happens. It just sits there. I can click continue until my
Zoho Mail doesn't work with VPN
Hello, Could you help me with the next question, please!? Once I try connecting to the VPN service (Hola VPN), Zoho Mail become inactive. Everything works fine without the VPN software. Is this issue related to the VPN service or Zoho Mail? Which VPNs work with Zoho best? Do solutions reviewed here can resolve my issue? Should I take advantage of paid options to guarantee good work with Zoho Mail? Thanks in advdnce!
Workflow Rule Issue. Incoming email
Hi. I have an issue. Workflow Rule on Incoming email does not work. I want to update the custom field when a new email has been received. In the screenshot, you can see my rules. P.S I checked these rules for outgoing emails. It works correctly.
Google Ads to Zoho Forms to Zoho CRM
Q1: Hi, I using Google ads to collect lead. Using Zoho Form to create form and EMBED by using JAVASCRIPT to my wordpress site with Avada Theme. 1. I have integration Zoho CRM with Google Ads 2. I have "Checked" the Zoho Form "GCLID" Box and installed
How can I use Zoho Flow with Zoho Books with the need of Item ID?
Hi Team! I have been trying to figure this out but I keep hitting one roadblock after the other one. So, in our business, we help students to enrol in courses and then we send the education providers an invoice for a commission of the tuition instalments
Use a specific quote model according quotes field (or layout)
Hi, Is there a way to use 'by defualt' a specific quotes models (assuming we got several) according a specific quotes field or layout ? Thanks for your help Emmanuel
Codeless Bots : Storing data with context and visitor fields
The Codeless bot platform in Zoho SalesIQ helps your build virtual assistants for your business website the easy way - the no-code way. All you have to do is design a flow chart that will define the flow of your bot using drag and drop elements and you're
Learn all about the advanced Zoho SalesIQ tools that you can use for your business!
Greetings from Zoho SalesIQ! We are back with the second part of the Zoho SalesIQ event series for the MEA region that will talk about all of the advanced features in the all new SalesIQ 2.0 that will help you improve customer engagement on your business
Force Log out of users
Is there any way as Administrator I can force users to log off manually? Or is there an automatic log off after a certain amount of time inactive? Thanks
VAT Token has expired
Hi Dear Sir/Madam ID: 692430127 MPO Consulting Ltd Im trying to match my UK VAT payment for the above and am having difficult. It comes with the message HMRC OAuthtoken was expired. Please contact support.uk@zohobooks.com for assistance. Can someone please
expected_data_type bigint api_name Vendor_Name message:invalid data status:error
im trying to update vendor name in contacts which is currently null contact_address = Map(); contact_address.put("Vendor_Name", "testname"); updateResp = zoho.crm.updateRecord("Contacts", "4789775000000326001", contact_address); but I get the response
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