Snippets on CRM and Salesinbox
Hi, I would really appreciate to have the ability to replay emails with the help of snippets inside CRM and Salesinbox, just like in Zoho Desk. Would it be a future feature? Is there a similar function but with another name? Any help is appreciated.
Google Drive API integration - request body - invokeurl
Hi, I am accessing Google Drive API (documentation at https://developers.google.com/drive/api/v3/reference/files) through Zoho CRM. This is working fine, using commands like the following, which pull a Google Drive folder reference from the Contact, and returns a list of files inside that folder: gdriveURL = "https://www.googleapis.com/drive/v3/files"; mapParameters.put("q","'" + Contact.get("gdriveextension__Drive_Folder_ID") + "' in parents and (name contains 'foo' or name contains 'bar') and trashed
Create an alert, email, log if CRM to Creator does not import.
I have a custom workflow when a new "lead" is created in CRM it is added to a creator application. Occasionally the process will not work, because of missing data, misaligned dats, etc. What would be the best practice, or if anyone has a suggestion
Application Specific Passwords
I get an automated email telling me to use an Application Specific Password, however I can find no documentation on how to get one. How do I get one?
Merging departments
Happy new year! With the new new year taking place, our service team is being restructured and we would like to merge some of our departments in zoho desk. Currently we have departments based on products for example interviews, Daily etc The proposed
How can a Zoho form url receive a parameter to pre-fill a value in the form?
How can a Zoho form url receive a parameter to pre-fill a value in the form? I'm guessing that the client-side coding might have something to contribute. Appreciate any guidance. Ken
Anyone Else Getting Inconsistent Goal Tracking in Google Analytics?
I set up multiple forms a couple of months ago and added goal tracking on all of them using the destination URL method in Google Analytics. Tracking worked on deployment. I made no changes to them or Google Analytics, but they all seemed to mysteriously
Zoho DataPrep is now launched!
We are excited to announce the launch of Zoho DataPrep – An advanced self-service data preparation and data pipeline service. Introducing Zoho DataPrep Zoho DataPrep helps organizations prepare data by automatically identifying errors, discovering data
Fetch All Items Invoice Zoho Books
Hi Team - how do I fetch all the line items in an Invoice in Zoho Books. Do I have to write a custom function to get all the items in a particular invoice? If I am writing a custom function, is this the way to start? itemslist = invoice.get("line_items");
Report scheduler not working?
I previously set up a number of scheduled reports (more than 20) and they are all still running. Now, when I try to set up a new scheduled report, all of my reports aren't listed (just 20 are listed) and I cannot set up a new schedule. Is there now a
Tip of the week #8: Set color codes for the calendars and events to make them distinct from each other.
On a daily basis, we add events to multiple calendars. Won't it be confusing if all of those events and meeting schedules have the same color on the calendar grid? In Zoho Calendar, you can set color codes for a calendar as well as the events you make
Unable to delete/remove users from my organization
Hi, I have several users that I would like to remove from my organization, but I do not have the option to do so. I attempted to follow the guide provided on this, but the option does not appear when I check the boxes as instructed as you can see in
Free plan
Is there any free plan for scheduling posts to twitter in social tools?
Deals and Emails
Hi there The function to associate emails to Deals isn't working well for some of my clients. I have had the following requests: 1. Allow the Emails to be associated to the Deal via a Unique ID in the email subject line (not manually assigned or predicted)
Zoho email with links are bouncing back from gmail account
This message is produced: 4.7.0 suspicious due to the nature of the content and/or the links within. 4.7.0 To best protect our users from spam, the message has been blocked. 4.7.0 Please visit 4.7.0 https://support.google.com/mail/answer/188131 for
Possible to create calculated fields with Pivots?
Hi, we're thinking of evaluating your product, however we need a calculated field in a pivot. Is this possible? For example, we have a table with columns for Country, State, Sales, SqM. In the pivot we will group by Country and then State, and in order to get a Sales / SqM column, we need to add it as a calculated field in the Pivot table. It would, on a record basis, calculate the total sales divided by the total sqm. In Excel we use a calculated field inserted into the Pivot table to do this.
Allow Full Markdown Support in Item Descriptions
Currently, Item description textarea uses type of WYSIWYG editor where you highlight text and are given the option bold, italicize, etc. It's a bit difficult to use and error prone. Something that would help our team write thorough, clear descriptions is full markdown support in the text area. Not a Hybrid WYSIWYG/Markdown, but just a text area that supports all markdown. Specifically, [Github Flavored Markdown](https://github.github.com/gfm/) would be the most helpful.
Client Users in a Team
Hi Can a client user be added to a team please? Thanks
Linking activities to multiple accounts
Hi there, Is there a way to link multiple accounts to tasks or events? I can only seem to be able to link an activity to 1 account and . or contact? For some activities I would like to include multiple accounts. Thanks
Zoho People Newsletter - July 2021
Hello Everyone! I hope all of you are safe and well! The latest edition of Zoho People's HR Newsletter is out now! Check out the newsletter to know all about our newest features, upcoming features, webinars, HR blogs, and many more exciting things. Click
Mass delete customers in DESK
Hello community ! Fisrt question here. New user to DESK, I made the mistake of linking desk and CRM together.. seems somes contacts from CRM appears now on DESK but it's not wanted. I don't find an option to mass delete them in DESK. I can select them
Invalid email address/ Wrong MX and SPF record
When i try to send an email it returns. "Invalid Email address". I have already check my MX and SPF records but it says "Mx records are not pointed to Zoho", the same with SPF. I have follow the instructions and the records are correct, but it does not
Give the same post in two groups or give the permission to the same post to two groups
Sometime we post content that are of interest of two groups or one group but there are some members of other group that should read it. Do you have suggestion to solve this situation? Can we reply the some post without copy and past? Or can we give one
Stop Zoho CRM moving Deal Workdrive Folders
How can I stop Workdrive from moving new deal folders created to being moved under account folders? Workflow is currently create new deal (property listing), assign to account (in this case agent on real estate team). I want to have all deals stay under
Sole Trader: How to record set up costs?
Hi I am a sole trader, how do I record my set up costs? I paid for the set up costs using my personal bank account but have since moved to a business bank account. How do I record these expenses in Zoho Books? Thanks in advance!
Tip of the week #17 - Organize threads under tags
One of the multiple ways to keep your inbox clutter free is to categorize your threads under tags. Zoho TeamInbox's team tags let you create tags that your entire team can use and apply to threads. Why should you use team tags? Tags can act as folders
Address Field displays input in reversed order
Street Address, Address Line 2, City, State/Region/Province fields are all filled up but when saved via google sheet integration the values displayed under Address would be: State/Region/Province, City, Address Line 2, Street Address any idea what's causing
Can I share Zoho forms while offline?
Is there anyway to share a Zoho form to other mobile users that have no internet access? Thanks in advance.
Zoho forms fetch the records via API for a micro site
Hi, We are planning to use zoho forms , we have already used it for quite some time . Is there an API to fetch all the participant records for a created form so that we can do some post actions ?
Accessing fields in the Jira integration via Zapier
I am attempting to build a small automation in Zoho Desk via Zapier. The automation would update a field in Jira when a field in Zoho Desk was changed. The fields on the Zoho Desk ticket that have to do with our Jira integration (Jira ticket number,
Converting Chats to Tickets is no longer working
The option to add a chat as a ticket was a really nice way to create a ticket based on a support chat. This feature is no longer working in our account. When we click the link, we get an error 'Unable to convert chat to ticket". I previously
I wanted to Create a Zoho Survey?
I wanted to create a Zoho survey to collect opinions about my products Cbd oil hong kong. Can I create a Zoho survey for free? And where can I post my survey for free or at any cost for the Zoho survey? Help me regarding this.
Notify contact owner no longer available
Hi team, I used to be able to select notify record owner in my alert workflow under Macro but I don't see it anymore why? See screenshot below:
I have been trying to add my existing Domain but unable to do that.
My domain name is applechem.com but Zoho is not allowing me to add it to the account. Please help.
Migration of Retainer Invoices
Hi all, I'm switching over from Xero where I have a number of retainer invoices that I need to enter into Books. I'm seeing that bulk entry will take care of the actual creation of the invoices, but what my limited accounting knowledge can't grasp is
What's New in Zoho Inventory - June 2021
We're back to inform you about the latest updates to Zoho Inventory. Let's take a look at what's new this June. Update/Delete AfterShip Tracking Details We have provided the option to update or remove the AfterShip tracking details like Carrier, Tracking
Status and Workflow in Issue Tracker
Hi Everyone, Hope everyone is keeping well. Here we are with another post, which we believe might save your time by avoiding errors while creating workflows. If you want to add a status in the issue layout, then remember to include the new status
Deluge Script to update Custom Field in Product Details section of Quote record
Just wondering if anyone can provide insight on the Syntax required to access (update) custom field that have been created inside the Product Details section of a Quote or Purchase Order record? For example, we might have a Date/Time custom field In the
Tracking Email Clicks w/ Merge Field URLs Possible?
We've started using Email Templates in Zoho CRM. Overall they are useful, and what makes them VERY helpful is having data around Open Rate, Click Rate, etc. In a recent email template we created, we use a Merge Field for a URL hyperlink (since each recipient
Export Sale Orders then Importing Invoices
I want to Import Invoices to create multiple invoices for sales orders that I have in Zoho Inventory. Can I create an Export CSV file of my Sales Order, modify the file to match the Import Invoices format, then import to Invoices? If so, which fields
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