Bigin - API and/or White labeling available?
Hi, looks like Bigin could be an promising entry product for our customers. Is there (or will be) an API available for Bigin? Can we white label the solution? Regards Gunnar
Massage Parlors: Learn to Create Amazing Appointment Scheduling Sites
Traditionally, promotion for massage parlors has always centered around advertisements and word-of-mouth. Today, the same cannot be said as anyone who needs to get a massage or a service similar to it will turn to the internet to look for establishments that offer them. This is why you need to have a great appointment scheduling site even if you do not have a website. Most prospective customers seldom choose businesses that do not offer online booking nowadays due to the inconvenience that traditional
work flow check
Hi When i apply this condition will this be applicable for old contacts and also for new added contacts in the future ----------------- Conditions Which Contacts would you like to apply the workflow to? Contacts matching certain conditions All Contacts
How to access Zoho Inventory Warehouses in Zoho Creator
It's not listed as one of the modules available in getRecords, how would I best be able to access that information in a Creator app? Looking specifically to create a dropdown on our order form that pulls in all of our Inventory Warehouse locations and
Add admin for billing?
Hello, I am trialing the Zoho Assist application, and would like to give my director the ability to view the Subscription details. He needs to be able to enter card information so we can make a purchase. I have tried copying the Super Admin role to his
Record Templates
Hi , How can we create Record templates with Form submit Data? Need whenever any client fill the form and submit then the data of that client send through email using record template. And if client update any field later then updated data again send
553 Relaying Disallowed using phpmailer
Hello! I have a contact form on my site aktechnologies.net/contact.html, but when someone fill that form and submit it it shows the following error: 2021-07-10 11:07:57 SERVER -> CLIENT: 553 Relaying disallowed as <any email address here which user put
I'm having trouble creating Trello board in CRM
HI, I have installed Trello in CRM but when I try to create a board, it loos as though it's going to create it and then it doesn't. I have read the guide provided and can't see where I'm going wrong. Am I missing something? can someone advise me? I have
Address not found
Recently, I have not been receiving emails to my zoho custom email address. "Your message wasn't delivered to user@firsttrackdelivery.com because the address couldn't be found, or is unable to receive mail." It was previously working okay. And I never
Interconnectivity
Hello, I am not sure if others would like to see this, but I think it would be helpful if there was a way to turn off the interconnectivity between start dates, end dates and duration.
What email option to use?
Hi We want to keep track of all emails sent/received to each contact within the Contacts module. We currently use o365 (Outlook) for emails. So should we use the o365 (IMAP) integration option rather than Zoho Mail? If so, does that mean we can email
553 Relaying disallowed
Hi, I can't send email. Mail shows the message 553 Relaying disallowed. DNS are configurated.
Is there any way to get CSAT survey link via API or Webhook after a ticket is closed?
Hi, I'm working on a project that aims to allow a customer to lodge their issue via Slack. I want to send the customer a CSAT survey link via Slack after the ticket closes. Just like in the case of email but I want this in Slack. Till now I haven't been
Advanced CRM Analytics, Powered by Zoho Reports
Zoho CRM gives the complete picture of your customers. It also gives you Reports & Dashboards that help you analyze your data. But, when it comes to taking those tough business decisions, you need to 'slice and dice' the data so that it gives you meaningful inferences. Zoho CRM now offers the Advanced CRM Analytics, powered by Zoho Reports, to all Enterprise Edition users. With this integration, you can create insightful intelligence reports & dashboards that drive decision making in your organization.
We need to change the owner of leads created from Social using the Social - CRM integration, how can we do it?
All leads created from Social go to CRM with the Admin account as Owner. We need the user on using Social to be the owner. We tried the Assignment rules and it only work for webform leads. How can we tell Social to let the user triggering the lead creation as the Owner in CRM?
Zoho Expense: Product Updates for April - June 2021
Hello users, Happy July! We know it's been quite some time since we announced updates, as we've been working on the new Zoho Expense for you. Now that the all-new Zoho Expense is up and running, it's time to share some fresh announcements and hear your
Lead Conversion
Hello, in Zoho CRM, is it possible to only let users "convert" leads when the Rating equals "Qualified" or certain fields are not left blank? I would like to enforce that a Lead only converts to Account & Contact if its Rating is "qualified", an Account
Allow multiple actions in Web Report Actions
Currently, it is possible to add more then one Action in the "tap of a record" for the Quick View in Mobile and Tablet mode. Combined with adding custom actions based on conditions this allow for complex behavior. Example : On tap of a record, if record
Moving a section from one page to another
I love the recently released section templates, but other feature changes have been problematic. The "footer" section of my page seems to be grayed out by default, with a button to edit the footer if I choose. I image this is helpful for newcomers so they don't inadvertently put something in a footer and have it displayed site-wide. However, this is problematic because I can not figure out how to move elements from one page to another. I was previously, directed by someone at Zoho that the best
Multiple currency limits and availability extended
Hello everyone, We are glad to inform you that from hereon multi currency feature will be available for all paid editions. Earlier only Enterprise and above edition users could use this feature. In addition, we have also increased the limits for the number
Error while mail delivering to the gmail recipients
Hi, we are getting mail delivery failure to the only gmail recipients.
Mass Emails in BIGIN - BCC rather than TO?
When I choose multiple contacts and try to send mass emails, each contact's email shows up in the "To" field. I do not want my contacts to see each other's emails. Is there any way to put these email addresses in a BCC field instead? Or not show the list
How can I check actual product cost without referring to FIFO Cost Lot Tracking
System should show product average cost in product details page and sale order page. Any way to check actual product cost? Please help! Thanks!
Importing CSV : no update ability available
After seeing the fantastic new options to update via import, I've gone to test it and can't find the option ... When reading the document it said that the option should be under settings, but it's just not there https://www.zoho.com/creator/newhelp/reports/import-data-to-reports.html
Team members unable to add canned messages
Hi I have just noticed that only the organisation admin is able to add canned messages. Even the org moderator is not able to add to the canned messages. Both the users are team admins so why are they not able to add the canned messages?
Images and ressources in same folder for sites, commerce and landing pages . Download from Workdrive ?
Why doesn't it seem possible to put the images for Sites, Commerce and landing page in the same place in the same directories ? It could also be great to be able to set those folders in Z Workdrive
mail.mydomain.ext cname?
I tried to implement the cname with my custom domain and I get error 400 Bad Request Any ideas of the proper configuration for mail.mydomain.ext and smtp.mydomain.ext? Any help will be really appreciate!! Thanks
Sticky Notes and Groups
Hi, when I create and Sticky Note and want to change it to a different Group I only get a choice of 2 groups in the dropdown even though I have 6 or 7 groups. Any idea how to make the other groups accessible? Thanks
Can 2 territories within CRM have different/customised modules/fields or do they both use the same account/deal/lead etc. forms?
Hey, I believe I can create territories within CRM to account for the different aspects of our business, my question is can I customise the modules within each territory? An example would be: T1 - Account module will ask for size, weight etc. T2 - Account
Zoho WorkDrive - Le système central de gestion des fichiers de Zoho One
Bonjour à tous, Dans cet article, nous allons découvrir pourquoi on appelle WorkDrive "un système central de gestion des fichiers". WorkDrive offre à votre équipe un espace de travail partagé et sécurisé pour créer, collaborer, stocker et organiser vos
How can I add contacts from CRM to Zoho Campaigns?
Hi, I would like to send a campaing in Zoho Campaigns and need contacts from Zoho CRM. I tried to make a sync but when I have to put Custom View I don´t have any option that matches what I need. What I need? Take contacts from specifc companies that
Voice messages in Cliq
Are you planning to add Voice feature for Mobile App as Telegram has? That's very important for our workflow.
Seperate Created Date from Created Time
I am unable to generate a report (and chart) on our leads to see how many leads we generate per day over a given period of time.. for example... 14/07/2010 = 5 13/07/2010 = 2 12/07/2010 = 7 11/07/2010 = 1 10/07/2010 = 9 etc etc It is not possible to run
Can you give Zia a list of tags that you want it to learn?
We have just reached the point that Zia will start auto tagging but it did not pick up on some of the tags that I hoped it would. Is there a way to guide it to look for certain things? Namely we have a bunch of named entities like "Lake Side", "The Elms",
Joining Similar data to create summarised view
Hi All, I have two separate data sets I am loading to an application in Zoho Creator. They have alot of the same fields an some different but ultimately I'd like to be able to run reports on the fields that are the same to pull together a summary view.
Address not found error
I received the error message bellow even after updating my MX record: "Address not found. Your message wasn't delivered because the address couldn't be found or is unable to receive mail." Could you please help me on this issue? My address is info@f
imap, email forwarding, pop now only available in paid accounts
I'm sure as a huge company you have thought this through in detail and know what you have done. Removing these features from the free tier has basically crippled the service. Fair enough you made no money out of these accounts so some will say I have no right to complain. But here is my complaint anyway. By removing those key features you have turned it into needing paid accounts for all but the most trivial purposes. For clients I set up a webmaster@ account that forwards technical emails to myself.
Zoho OneAuth issue
Hi, I have set my login to mail to be verified by OneAuth. It works as expected if OneAuth is active and live on my android phone. But if OneAuth isn't the active app then I can't verify and have to resend the request. Also when the request is in my androidnotifications
General flow question
Hi, I've used CRM's for years, but I can't get my head around general flow. I have 6 resellers or so, and get quote requests regularly and find deals, leads, quotes etc confusing. When someone says, "quote me on 5 blue boxes please, don't know if I
SalesIQ chat routing - Connecting right operators with visitors
Running a big brand would involve handling multiple visitors from various domains and requirements. Routing all the incoming chats to random operators and transferring the discussions to the required operators will be very ineffective and time-consuming.
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