How to I auto assign a specific account name to CRM existent contact information generated from a zoho Desk?
Hi, How do I auto assign to tickets, i mean a specific "ticket owners", when a ticket submit in desk and if this ticket already exists in CRM and has an account manager in CRM, automatically the ticket owner in desk to be the account manager of crm for
Zoho One Admin Profile
Hi Zoho One Support, Is there a way we can create a Zoho One Admin profile that can only manage other users but should not be able to manage his profile such as app assignment? Thanks and looking forward to your feedback. Cordially, Jeffrey
Introducing HoduPBX, Rivet SMS, n8n, Intercom and 13 more extensions for Zoho CRM
In addition to 500+ Zoho CRM extensions, Zoho Marketplace released 17 more extensions for Zoho CRM in the month of June 2021. These no-code, ready-to-use extensions do not just integrate other apps with Zoho CRM, but also add functionalities to help sales
One Vendor Invoice with three payments schedule
We would like to have have visible in zoho that a single invoice from our vendors could be paid multiple times (2 or 3 times) and each payment date to be visible in the vendors invoice panel. Now is not possible as we can only determine 1 specific payment
Export data from Dataprep to zoho analytics
Hi, I am trying to export a prepared data from DataPrep to Zoho Analytics, but it won't export and throwing an "unexpected error" error message. My question is do I have to have a table in zoho analytics with the same structure(columns) before export
Getting Zoho book auth token using PHP
Hello, I am working on a PHP script to sync the invoices from our portal to Zoho Book. Can someone please help to get the auth token using PHP ? The script will be running daily cron. A sample code will be more useful. Thanks in advance.
Zoho Mail Android app: SSL Handshake error
Yesterday the app stopped working. Refreshing didn't work. After I signed out and tried to sign in there was an error: SSL handshake error. I couldn't sign in. The app seems to be working on ipad and on android 9. On my android 5 the app is not working anymore. I have also uninstalled the app and installed it again. The same error after I've tried to sign in. Please advise me how to solve the problem. Thanks.
Pack débutant : vos premiers pas sur Zoho Desk
Qu'est ce qu'un ticket ? Pour commencer à utiliser pleinement votre service client Zoho Desk, vous devez comprendre ce qu'est un ticket. Les tickets sont des demandes d'assistances envoyées par les clients. Ils regroupent plusieurs informations comme
checkbox
Hi, I m stuck since a couple of hours on deluge How can I code : " If the checkbox return to the state "uncheck" then... The thing i wanna do is 1 if the user check the checkbox : show the field 2 if the user uncheck the checkbox : hide the field (following a previous check) The following code is not working if (checkbox != null) { show field } if (checkbox == null) { hide field } thank you in advance
Is it possible to use an external API in Zoho Creator Cloud Functions?
I would like to use Node.JS cloud functions to use an external API for web scraping. I want to scrape a website and then use that scraped data to create a record in my Zoho Creator database. How would I go about doing this using Cloud Functions in Zoho
How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record?
does any one know how to: How to make a call to zapier to collect (get) a parameter and with this parameter will create a zoho record? Im trying to have a 3rd connection without using my php code. unionwells germany I have an API im using, i need to get
Customer Portal : "Unrestrict" Access
Hi, I have a report that I want to set up so that multiple Customers of the same company can see the same records - rather than just the AddedUser. However I can't seem to lift the restriction and when I view this report as a Customer I can still only
auto acknowledgment
Can I send an auto acknowledgment to youtube, LinkedIn new subscriber?
Address not found...can't receive emails with Zoho Mail!!!
Please help.. my domain is set up correctly and MX record are added. I still can't receive email for my domain via ZOHO!
Upload files to Zoho WorkDrive - FAILED
Hi there. I log into my Zoho WorkDrive from my home computer, I attempt to upload files to WorkDrive, but the status window by the system tray registers the file transfer as 'failed' after a few seconds. Never works - checked firewalls, reboots, disabled Google Drive Sync, disabled AV etc When trying to complete the same activity with the same files from a different computer (e.g. at my place of work), I have no issues uploading and the files upload quickly and correctly without fail. Please help
Zoho CRM does not load
When I login to Zoho CRM account from my Mac, it shows message "Please Wait" indefinitely and does not load the CRM Dashboard..However, I can log into the CRM through my Iphone app. I have tried clearing my Mac Safari browser History and website data too. Still does not help. Pls help...
Facebook chatbot building feature in Zoho Social
HI, Is there any plans to launch facebook chatbot building feature in zoho social ? because currently we are using third party application to run chatbot on our facebook business pages so if zoho social can launch such feature through which admin or zoho
How can I create a New Lead using an existing Contact?
I have a current contact that I need to add as a New Lead, but I can't figure out how to do so without recreating the contact, which would then duplicate the contact. They had come to us for a piece of business, and we closed it as a Qualified Lost.
Can't add my domain
Hi, i sign up with a free account and i'm trying to add a domain, but i cant. When i try it i got this message "This Operation has been restricted. Please contact support-as@zohocorp.com for further details". I would like your help. My user is administrador@familytoursrd.com Thanks
ERROR 404 - PÁGINA NO ENCONTRADA
Estimados Solicito su ayuda, cambiamos de proveedor de host y hoy nos sale el error en nuestra pagina 404 - PÁGINA NO ENCONTRADA (gestion-electronica.cl) de Zoho desk la url de nuestra pagina es https://www.gestion-electronica.cl/support/gehelp/ShowHomePage.do#
Copy the content of a field to another
Hi, I have a text content of a field.How can I copy to another field?
New line in formula field
I have a formula where I'd like to group the information from others fields to display in a view in the following format: Age: 23 Hair: Long Tall: 9 and I put the following string in the formula field: "Age : " + fieldAge + " Hair : " + fieldHair + " Tall : " + fieldTall but ZC is giving a error about "Error at line 1 : Script contains new line character, kindly remove it and try again" How do I do it? Please cah you give an idea... Thank you Rodny :)
Zoho Sheets seem to be down
Zoho sheets keeps saying there is an error or loading a white screen.
Associate job and candidates automatically
Hi Zoho ! I am new on the app and I would like to know if it's possible that candidates we received by the Zoho's mail adress are automatically associated with a job offer ? If so, how can I do it please ? Thank you very much for your help !
Problema para configurar MX de PiensaSolutions
Hola buenas tardes: estoy intentado configurar el correo de mi dominio en Zoho, lo tengo alojado en www.piensasolutions.com He logrado enviar pero no recibo. Zoho me dice que: Los registros MX de su dominio(s) studiodeluz.es no apuntan a Zoho y no puede recibir mensajes de correo electrónico en Zoho How to change MX records He echo todo lo que indica la web, pero entre que no me defiendo con la informatica y que mi ingles es basico, no se avanzar. Tras pedir ayuda en piensasolutiones ellos dicen
How to Customize "Next" & "Back" buttons?
I know it's there somewhere, but I can't the place to change the color and font of Next & Back buttons. TIA
Mutliple Accounts for multiple Agreements
I have multiple accounts that are conflicting with my entire account. aerobyte.com aerobytecyber.com This is causing havoc in all of our systems sharing credentials from Microsoft, Google, and other apps. We are still having issues, with subdomains not
Time-logging feature has some issues.
My company recently shifted to ZOHO Projects this month. Previously our employees had been using ZOHO People to log their time. Now in ZOHO projects when I log my time, the following issues are arising: 1. Most of the times the projects for which I have to log time don't appear in the dropdown menu while logging time. This has been happening repeatedly. I am the Project Manager for many projects that I have created myself, but whenever I am about to log my weekly timesheet, not even a single project
Impossible d'enregistrer les entretiens
Bonjour à tous, Depuis 1 semaine nous sommes bloqués et aucun utilisateur ne peut enregistrer d'entretien suite à la mise à jour de lundi 28 juin 2021. Je n'arrive pas à avoir de réponse de la part du support ZOHO. A chaque fois je dois leur montrer mon
Template module
A module that would greatly simplify the user experience would be a transversal template creation and management module common to the zoho apps in particular; Books, CRM, Bookings, Meeting, etc. AA same way to create email or messages templates
Cant add account
Hi, Im unable to add an email account to Outlook 2016. Not sure if it needed to be IMAP or POP so tried both. But I keep getting error when I try to add it. Checked to have latest version of outlook, erased old credentials from the control panel just
Cannot add employees with same email into a NEW organization
Hi, I have remove my staff from the old zoho organization and want to move them into the new zoho account that I created. I can send them invite, but they cant accept as it says they are still in the old organization. But we have deleted them. How do
Zoho CRM-Desk integration
We activated Zoho CRM-Desk integration with one way sync from CRM to Desk on 29th of June. 324 accounts were added on 29th of June and then 5 accounts were added to Desk on 02nd of July by scheduled imports according to sync history. We suppose still
Allow organizations to select release times for recurring invoices
Currently when I have an invoice that gets automatically created from a recurring Invoice, it gets created at 6am on the date of scheduled release. Is there any way that we can have the flexibility to change the time of the day at which an invoice is
Should Amount in Bank reflect manual statement uploaded?
I have a question about the Banking section. If I am manually uploading statements rather than an automatic feed, should the Amount in Bank reflect the transactions uploaded? Or should it always show zero because there is no feed? Currently, my Amount
Are there sync limits with free version?
Hello! I'm trying to sync with another CRM in order to merge 2 departments. We are using Zoho free version currently. However on the other side we only see 1000 contacts. Will upgrading Zoho's license let us synchronize all the rest of the leads/contacts?
Mark a draft estimate as sent => The request passed is not valid
Hi, I encountered some issues to create estimates or invoices because they keep being registered as 'draft', whereas my parameters aren't for drafts. I use Apps Script to make my requests. Here the code to create an estimate with 'sent' status but I still
Deliverability Rates and Opens
Hoping to get more insight on this. Our emails sent to clients from ZOHO CRM directly from inside the module have a shockingly poor open rate. When using Yesware for Gmail from our Gmail / company domain they seemed to be opened much more. What is
Stuck on: ""You'll be able to access the remote device shortly."
Hi, I'm trying to use Zoho Assist to access my remote computer. However, after connecting the load page is stuck on ""You'll be able to access the remote device shortly."". Is there anything I can do?
ADDING MULTIPLE EVENTS ON THE SAME DAY
Hi, I am new to Zoho calendar but use Google calendar and can see it's similar. I have created a group with whom to share events/appointments but when I try to enter the 2nd appointment on the same day it's not showing on the calendar. Why can't I
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