New User CRM - Cannot view existing accounts and contacts
Hello community! I have added a new user to my CRM but I can't get him to see existing contacts and accounts. I have checked his login profile over and over again, but I can't figure out where the problem lies. I have found that if I move all contacts
CRM Subforms to Zoho Analytics
Hi I do have subform inside quotes module in zoho crm that I'd love to present in dashboard of zoho analytics. Problem is lacking integration. I've found somewhere that this feature was planned to be available by Q3 '20.
Send mail in EXCEL by VBA code - CDO.Configuration
Hello I want to send mail with EXCEL VBA Using the settings for my account Tresorier@zoho.com, I have an error It seems that the server does not accept the password When I use the settings specific to my Gmail account, actually this is not the password of the account I use, but another because I have secured the account Do you like this? In this case, what is the password, or how can I find it? Kind regards Sauveur CONSALVI
My personal to-do list
Let's assume that for a person in the company or not in the company, I've determined a task or activity for her. I mean this task or person is not related to any project that the company has. So, where is appropriate to put my personal to-do list there?
Check out the new locations for creating extensions
Are you looking to create more extensions for Zoho Projects? Create new extensions using Zoho Sigma for the below locations and extend the scope of Zoho Projects. Refer to our user guide for more information. 1. Task details right panel You can create
Tip of the week #12 - Train newcomers with minimum effort
When a new member joins the team, it is important they learn the processes of the team, but, explaining every small detail can be tedious and labor consuming. In Zoho TeamInbox' shared and transparent environment, they can educate themselves from the
Need help today please -submitted report but email bounced it back
My manager's email address has not changed but when I submitted the expense report to him, I got back an email that the message had bounced back. Very strange. So, I need to submit it again. I tried sharing it but that didn't get to him either. The
Hide personal tasks in CRM
Hello In our company, we use Tasks in Zoho to organise both company business and client business. In Tasks, we have a dropdown which indicates whether a task is company or client business. We would like to prevent standard employees (non management) from seeing tasks categorised as company business. Tasks relating to client business should remain visible. Can this be achieved either using settings or custom functionality / API? It seems crazy that there is no ability to mark individual tasks as private.
Link Menu Item to External Site
I’m new to Zoho sites. I’m currently using a different eCommerce platform, I would like for the “Store” button in my menu to link to my eCommerce site, and not to a page within Zoho. Not sure how to do this if it can be done
Is there a way to map all properties in a database pertaining to filtered data?
I am a RE broker and want to be able to see on a map the properties in my database. For example, say I am looking visually by Google maps and want to double check this property exists in my database. Or I want to filter contacts which I have not contacted
Sheets oauth scopes
Is there a list of OAuth scopes I should use for API access to Zoho sheets?
What is the best way to format a JSON for better viewing?
I am not a full fledged programmer (yet) but am getting pretty good at no and low code. I use Zoho Deluge scripts a lot. Zoho spits out the ugliest, most unformatted JSON responses and I want to know the best environment I should use to copy the response
Using Zoho Connect Channels vs Zoho Cliq ?
Hello, Zoho Connect includes a live chat solution with 'Channels'. I have some questions about it : 1) Is Cliq really useful if all my team is in Zoho Connect ? 2) What are the differences between Zoho Connect Channels and Zoho Cliq (except the Cliq dedicated
Wordpress plugin: ZMA rename notification won't go away.
The alert that pops up in WordPress to say that ZMH is now ZMA won't go away (screen-1543). I press the "Thanks, got it." button but this makes no difference. I am using version 1.2.5 of the plug-in. There is no update listed as available so I presume
Anyone found a workaround (without customer function) to link/map info from Deals Module to be connected to Contacts/Companies please?
Trying to figure out a way where when a field is updated in Deals, it is also updating the same field in Contacts/Companies.
Sync addresses between Contacts and Accounts
Until today I thought that addresses were synchronised between Accounts and the Contacts that belonged to those accounts. But I've just added address details to an Acccount and noticed that they're not copied through to existing Contacts that belong to
Collaboration sans faille avec Zoho One
Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux . La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.
Partner Offers from April to June 2021
Zoho Marketplace now features quarterly offers from its integration partners. In the very first edition, 11 partners have signed on with exciting offers. Outgrow.co Plecto DeDupe for Zoho CRM PandaDoc Zuper FSM for Zoho CRM ClickSend SMS for Zoho CRM
Error 553
Hi Support
I renewed my domain subscription last week. Right away I did all the settings and checks and even so I still get the msg that the MX is not pointing to Zoho. I get emails but I can't send them.
message: razão 553 - Relaying dissalowed. Invalid
UI small improvements, big differences for users
Hello Zoho team, Do you think of a an easy way to share with you ideas that we have in order to improve the new UI? We can still post ideas here but if you have a better idea, I am up to hear about it. For example, 2 things i believe need can be displayed
Cannot create calendar via API
I am using the Calendar API (https://www.zoho.com/calendar/help/api/calendars-api.html) to try to create a new calendar, so I can add events to it. I am working on an app that will be scheduling events to the calendar, so I wanted to create a new calendar for the app to use. I've created the OAuth2 flow and got logged in and got my access_token/refresh_token. I sent a GET to https://calendar.zoho.com/api/v1/calendars with the auth token in the header and correctly got back a list of calendars. Now,
Mass Update of Tasks?
Is there any way to do this? As an example I would like to update the due dates for a bunch of tasks in a project and move them to next month. Having to do this one by one is quite tedious and time consuming. Thanks
Saved Filters
Please considering adding the ability to save a filters. At a minimum a filter should be saved during sessions. As an example if I go to All Tasks and apply a filter, if I even click to another area of Connect, the minute I go back to All Tasks the filter
Filtering data by an URL
I am using the filtering data by an url facility as you suggested by the example: http://creator.zoho.com/sampleapps/company-details/view/User_View/criteria/Name=James/ In your example there are filtered all the records that have the field �Name� equal with �James�. What I need now is to filter the record where the field �Name� contains �James� . Any suggestion? All the best, Doru
Custom button in deal section
Hi Zoho community, I find the Locate Map button associated with google maps right in the address information section by Contacts and Accounts very useful. Since I also use Deals to control the delivery, I would like to have the same button associated to
UNinstalling the Old Outlook Plug-in
I have been advised by my CRM consultant that we need to delete teh old Outlook Plug-in. How do I delete it?
Automatic Scrolling
Please stop the page from automatically scrolling to the end!!!!
Stop Screen from Automatically Scrolling to Bottom After Entering a Note
How do I stop the contact screen from automatically scrolling to the bottom of the page after I enter a note? After I enter a note the screen automatically scrolls to the bottom of the page. This happens in FireFox and Chrome. Haven't tried IE. Please
Why do i got 401 error server response?
followed by instruction, I was created Self Client and generite token with ZohoCRM.settings.modules.READ scope. after php request i got this array(4) {
["code"]=>
string(13) "INVALID_TOKEN"
["details"]=>
array(0) {
}
["message"]=>
string(19)
Tip of the week 85 - Collecting feedback via emails: 3 things to consider
By this time we all know that embedding polls or surveys in your emails is one of the most preferred ways for email marketers to know what's in the mind of their recipients. Well, we conducted a poll on our Twitter handle and the results proved it right
Create task in zoho connect when new contact created
I want a new task to be created on a board when a new contact is created in zoho crm. I tried doing this with zoho flow but it surprisingly doesn't have a connection for "Create task". Is there another way to do this? I see there is an API route but not
Zoho Connect Response Access Denied When Create an Announcement
I tried create announcement via api but got this response and my POST request:
Zoho Projects and Mapped CRM Task Owner issue?
Hi All, I have just recently subscribed to Zoho CRM and My team is using Zoho Projects to sync our activities with tasks associated with a respective deal in the CRM. The problem is when I create the 'task' in Zoho Projects it doesn't like me assign
Examples of task lists / blueprints
Does anyone have anywhere where people share their task lists, blueprints etc? It would be great to see how they're used.
Is it correct that SMS-Magic works in Forms and CRM, but not in Desk or Flow?
Is it correct that SMS-Magic works in Forms and CRM, but not in Desk or Flow?
24 Hours in Calender Day View is not working
Hello, I have the Problem that the Time on the left side in Calender Day view is 12 Hour Format. Can I change this somehow?
Site keeps having stubborn flaws! Discovering new flaws all the time. Really need assistance ASAP!
L.S. Sites keeps giving stubborn issues! Some issues I have reported on before but I have never received any response(!). Each time I discover more flaws. Whole sections missing, or appearing weird and all crooked on the web-page (not in the builder).
Zoho Creator + DMARC + SPF + DKIM
Hi! Our company is implementing DMARC policies and we are having non-complaints for Creator's emails (attached screenshot) There is a way to fix it? We had fix it for Zoho CRM, Zoho Mail and Zoho Campaigns, but didn't find an option to configure SPF and DKIM in Creator. Thanks in advance
Connect to Creator through Web Based Frontend
Hey all, sorry if there is already a topic about this, I have done a fair bit of searching and have come up short. I am wanting to create a webpage in HTML using Bootstrap that uses a scripting language to communicate with Creator over the API, able to pull and push data into the creator reports. Effectively, I am making a frontend that uses the creator reports as a backend. However my issue is that I don't know what language to do this in. I was using jQuery but I was surprised to see that Zoho
Bugs in "Record Summary Template" feature
Hi there, I just tested the "Record Summary Template" feature for Zoho Creator. First of all: Great idea - this is exactly what we've been waiting for! But there are three essential problems / bugs: 1. If I want to fetch values from a related form/database, the record summary only shows values that were originally added as free text (string / in may case: single line). If I want to include values from the related form that come from e.g. dropdown-menus or radio buttons etc. it just doesn't show up
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