Birthday automated emails
Hi, Im currently on the professional version. I have seen a few posts in automated Birthday emails but cant seem to get any feedback if this will ever be a feature. Ive tried integrating with Coconect but that did not work and no support!! Please let
show latest commented ticket at top in the all tickets and my tickets view page
In the ALL tickets section, The tickets at the top are not last modified time It is only based on ticket ID and the customer response time. I want it based on the last modified time.
Table ticket view not available in the 'All Department' ticket view
Hi, Whilst in the 'All Departments' ticket view, I can only see the 'Classic' and 'Compact' ticket views. Within each individual ticket view, I can see the 'Classic', 'Compact' *and* 'Table' ticket views. Is it possible to enable the Table view across
Hard Bounces
I just did my first email campaign with Zoho Campaigns. I had some hard bounces from the campaign and I would like to integrate that information into Zoho CRM so my sales teams can see who has hard bounced. How should I do that ? Thanks Jennifer
View bounce details in CRM
After we send a campagin in zoho campaigns, we need to be able to see in Zoho CRM which contacts have hard bounced vs which contacts have soft bounced. How can we make the bounce type available in CRM?
View Hard bounce detail in Zoho CRM
fter we send a campaign in zoho campaigns, we need to be able to see in Zoho CRM which contacts have hard bounced vs which contacts have soft bounced. How can we make the bounce type available in CRM?
Multi-dc API endpoints for Zoho Campaigns?
Does all request for zoho campaign api go to https://campaigns.zoho.com regardless of the datacenter or are there data center specific endpoints? If yes, please what are they?
Add Record to creator report from JS widget
I have created an HTML page to get the location. I need to get this location and insert it to report name called "Location" in Zoho creator. this is the error that I'm facing, POST https://creatorapp.zoho.com/widgetapi/companyname/developer/form/Locations
Zoho Campaigns Connect to Bigin account to sync contacts.
Dear Sir I have a Bigin Express Account but when I open Campaigns and click on Associate Accounts I am unable to sync Bigin Contacts into Campaign Contacts. Please assist
Zoho Campaign - Event attendance registration possible?
Our company frequently organizes events for our existing contacts by sending them newsletters with a link to registration form. To my understanding, the best way to achieve this is by using Zoho Campaign. Our goal is to generate an attendance list based
Repeat Workflow for a Contact in Campaigns?
Hello, I'm trying to get a contact to repeat a workflow in Zoho Campaigns, but I have been told that it is not possible to do this in Zoho. I'm having a hard time understanding this because many businesses need to repeat workflows for customers over their time with the company. All of the other CRMs I've used have been able to do this. Any assistance on this would be greatly appreciated. Thank you!
Main difference between MarketingHub & Campaigns when it comes to email campaigns & integration with CRM?
Hi there, we're currently using Mailchimp for our promotional email marketing but are wanting to move away from it to the equivalent product on Zoho, which I understand to be Campaigns. However, I've also been told & have been looking further into MarketingHub
Campaigns
How do I make them automatically send each month? I have one that I setup for Board meeting reminders.
conectar Zoho campañas y su flujo de trbajo con un blueprint de crm zoho
Muy Buenos días a todos, me pongo en contacto con ustedes porque llevo un tiempo con el m ismo problema, he creado un workflow en zoho campañas que su final de programa es cambiarme el campo titulo por interesado y, que tengo se inicializa cuando el campo
No GDPR checkbox possible! Big issue via zoho campaigns
If you are using pop form or any other form you will be not able to have an GDPR checkbox for your subscription form. Only longform have this option. Why? What about users they need to use popup or any other form? They need to have not GDPR compliant
manual payment
hi there I want to pay for my subscription . you tried to charge me but there was not enough money in my card . I just toped up my card and NOW I want to pay by myself is there a manual way to pay myself my subscription . Thank you.
Trigger assignment rules integromat
Hi, I'm new to zoho crm and I want to know if there is a way to activate the assignment rules when I create leads via Integromat. I use Integromat to push leads from Facebook to zoho crm, I can activate workflows from Integromat but since the leads I
My contacts in duplicate accounts are moving without permission
We have duplicate account names (eg. Madison Police Department) since we have public safety accounts in different states with the same name. We have recently realized that when we save a contact or a deal or send an email, the contact gets automatically
How do I apply a sort to the drop down list of products for 'Choose Products' dialog of the 'Add Line Items' in the Sales Order?
The products listed are properly filtered by the search box, but they are not sorted in an order that would be easy to find the correct product listed. Is there a way to specify a sort order? Maybe through one of the views? Also, can we add columns to
Integration zoho creator with python
I’m trying to build a desktop application using python. I had gone through the api and I was able to fetch and post the data from zoho creator. I need to create a function, when a approve button is clicked on zoho creator form, the desktop application
I keep receiving "XXXX has rated for you " messages
Hi ZOHO desk community, I keep receiving the messages "XXXX has rated for you" after I reply to a ticket. The customer rating option is disabled and I don't seem to find any other notification I could turn off (please see screenshot below) Thank you!
I have trouble with Add mobile phone
When I sign up for an account and add a mobile phone. It's always alerting "This mobile number has been marked spam. Please contact support." But I sure my phone is the first time register in here. This is my phone number "+84366182228" and +84563143333
Tip 32: How to set form field values using custom functions
Hi folks, We're back today with our next tip—how to set form field values using custom functions. Before we get started, though, let's take a look at the basics. What do you mean by setting values for a field in a form? To assign a value to a form field
using subscriptions as an online shop?
Hi, we're selling software products with one-time payment and also recurring models. We're using an external billing system - so we dont want to use the invoicing process of Zoho - but we want to the system as a marketplace. Means - a customer can subscripe
Outgoing Webhooks
Trying to implement workaround for tradingview webhook to 3commas. Tradingview alert as is sent as email to zoho mail. Alert contains message to start 3commas bot: { "message_type": "bot", "bot_id": 4682484, "email_token": "b16e2c92-e46-43d3-8a1a-f42d1c5223b7",
How to Access My Business Email
I have a personal Zoho mail address. I just signed up for two business accounts and adjusted my MX records at my domain registrar. However, where and how can I access my business accounts? If I log-in to Zoho, I only see my personal account. I was able
Zoho Desk Community Digest - April and May 2021
New Features Introduced a set of default widgets on the help center customization page for customers on the Standard edition. You can now import agents into your portal using the Import API. Agents imported through this functionality are first listed
Creating Client Company user duplicates companies in Books
I have only just realised why I'm seeing two entries for some of my customers in Books - when I add them as a Client Company in Project, it seems to create a new customer account in Books. This is obviously a problem when the Customer already exists in
VAT on imported Sales Orders
We're creating a scheduled task which will import and create Sales Orders in Zoho Inventory. We're struggling to get VAT to show on the orders which are being created. I've set up the line items fields as follows: "line_items": [ { "name":"some_product"
Report Customization Consistency
There seems to be wide variation of report customization capabilities within Inventory / Finance. Some reports already have good customization capabilities, others still lack what's readily available elsewhere. As an example, the Inventory Valuation Summary
Remove idiomatic words and phrases in all places in Zoho applications and user manuals.
It is true that the idiomatic lexicon makes the world go 'round. An idiomatic lexicon can be isolated to small populations of people. Without idioms, language flavor is almost non-existent. However..... Within the Zoho suite, formal language ought to
Multi-cultural emojis please
Our team is multi-cultural. We'd love to have emojis that represent all of us. Most applications now have features where you can choose emojis that best represents the user.
Task Billing Types in Project Android app
There appear to be two problems when setting Billing Types in the Android app: The field names are "technical" and need tidying up (see Screenshot_20210616-162223_Zoho Projects.jpg). You'll notice this applies to several other fields too. The billing
How to Record IMPORT VAT in Zoho Books ( UK Based Business)
Hello, I need expert advice on HOW CAN I RECORD IMPORT VAT. Business is based in the UK. We import goods from China. The Logistics company pays the Import VAT and then they send us the Invoice. I know there is one feature in Zoho Books ' RECORD IMPORT
Poor webhook/integration support
Hi there, I have tested the following methods of integrating Backstage with 3rd party applications: Zapier Zoho Flow Webhook The biggest limitation with methods 1 & 2 is that you have to list a specific event to listen to. This is unworkable for us as
Update Module giving error
Hi Community, Im using zapier to upgrrade module entry but I'm keep getting an error "Unable to create entry in module: Events. Error : Invalid data for the field participant. Detail : expected_data_type long, index 0, parent_api_name Participants"
Embedding images in email
Hi, Is it possible to embed images (CID or Base64-Encoding) in a email of a campaign instead of the image link? Thanks Laurent
I have changed my MX records but still I am not able to receive mail?
Domain: www.montemt.com.br The DNS server is publishing the same MX zones registered in the DirectAdmin panel: https://mxtoolbox.com/SuperTool.aspx?action=mx%3amontecmt.com.br&run=toolpage
eM Client having bad gateway for CardDAV Sync
Hi all, I keep getting this error on the CardDAV sync from my eMclient. Here is the setup page: Anyone to help me here?
Convert Sale Order to Invoice in a workflow
Hi, We are looking to convert sales orders that are delivered to an invoice using a Workflow. When reading the docs, there's an option for the module to select a conversion action in the workflow rule creation. https://help.zoho.com/portal/en/kb/crm/automate-business-processes/workflow-management/articles/convert-records-using-workflow-rule
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