CRM Subforms to Zoho Analytics
Hi We have subforms in our Potentials module but I have noticed that the subform information is not available in Zoho Analytics. From previous posts in the Analytics Community page, they have said they are waiting on Zoho CRM. Can you confirm if this
I need to create a custom "job specification" report per deal closed
Hi all, we offer a measure and quote style service to our customers. We attend site, measure up, take photos (and upload them to zoho crm) and then write a description for the quote detailing how the work will take place for the customer. How can I
Modify anything with CSS
Zoho one apps should be modifiable with custom css to hide stuff we dont need and you dont allow us to remove. Ex. Call button on CRM.. Or Amount by stage in CRM un classic view home dashboard..
Pinterest Integration
Hello Team, When will Pinterest be integrated into Zoho Social? Eagerly waiting for that to happen.
Need help with deluge script for zoho writer
I'm trying to create a custom function that would utilize a zoho writer document. There is an option in the script builder for "zoho.writer.mergeAndDownload", but i cannot figure out what parameters I need to include (ie: zoho.writer.mergeAndDownload(<STRING>, <STRING>, <MAP>, <STRING>);). Any help please!!!!
Contact-specific product information
Hi. Is it possible to add contact-specific information against a product? For example, one of our products is a 'Service package' (a service rather than a product), which has an annual renewal date. This date differs for every customer and as such we'd like to be able to add in the date against the product in each account. Is this possible or can anyone suggest a workaround? Likewise, we'd also like to add in the specific price for the product for each company. Thanks
Best set-up & way of working for up / cross sell on current customers
Hi, To provide some context: - We are using almost all zoho one products (zoho books, campaigns, crm, sales iq, forms, subscription etc) - We are b2b and using contacts/accounts module together with the product detail module - We sell online marketing
Reports in Marketinghub
I've been trying over and over and I can't seem to find a way to get a report with precise dates (in this case April 1st 2020 to March 31st 2021. I would need, in that report, total number of visitors, number of known and anonymous visitors, top 5 visited
How to see overall advance report?
When I choose Analytics, and see the report. I just see Reimbursement "advance by user". Its means just only can see how much money of advance apply to charge for expenses. But I can not see How much total amount of money which advances, and how many
Visitors not leaving on SalesIQ!
In my SalesIQ, I show there are many more people on the site than there actually are. Many records are 2+ hours old. As soon as I send them a chat message they disappear (because this finally triggers SalesIQ to mark them as not "online"). Now I can't even send messages to clear them out: http://d.pr/i/1dSwA Help! What should I do?
Use speaker for inbound ring.
Currently, Twilio/PhoneBridge only rings on my headset. If I'm not wearing it, I miss calls. How can I set things up so that calls ring on my speaker, but the call audio uses my headset (Windows Communication Devices).
Different Sessions for Days of the Week - Zoho Bookings and Zoho One
I would like to create a weekday photo session and a weekend photo session with different pricing for each. How can I do that within the Bookings setup? Ideally the weekend photo session would only be available for scheduling on Saturdays or Sundays,
Do journeys in Marketing Hub adhere to GDPR settings?
Since 99% of my customers are residing in the EU, obeying the GDPR law is crucial to my business. For sending a newsletter with Marketing Hub it's easy.: people who do not explicitly opt-in will not receive an e-mail with MH telling me that there is no
Send Email template with Calendar Invitation (*.ics) in Workflow
Hi, I'm looking for a solution how to send Email template with ics file attached in Workflow. The benefit is Imagine when you receive a hotel booking reservation voucher by email, comes with the "Add to Calendar" function in the email. I don't use the
Why can't I use GROUP BY clause normally like everywhere else?
Query Error: Improper usage of GROUP BY clause. Please ensure that all non-aggregate columns used in the SELECT clause are also used in GROUP BY clause. I have a simple table with data scattered around for same value, I want to get the total for all the
No e-mail sent when user forgets password
Using an on premise setup (latest service pack). When user goes through the "forgot my password" process, everything appears to work on the web side, but the user never gets any e-mail with a reset link. When I reproduce this problem, the only log activity
Replicating a google analytics table in zoho analytics
Hi I have imported my Google Analytics and Google Ads data into Zoho, and I'm trying to replicate a table that is available in Google Analytics, but I can't see a clear way with the data pulled to attribute a transaction to a particular keyword. I have attached the table that I am trying to replicate.
Modifying Zoho Slack Integration does not modify correct project
When I was attempting to modify a project link using the Zoho Slack integration. When I modify the channel and save, it would not modify the one I had selected. It would modify the first one on the list. I had to remove all the project and slack channel
Tracking/Validating Coupons in Marketing Hub
I created an advanced campaign in Marketing Hub that included a coupon using the merge tag. I deployed a test of the campaign, but cannot figure out where/how to validate the coupon once it was sent. There are some instructions on this that relate to
Adding text to a Line Chart
I would like to add some text to a line chart. In the dashboard, i can add Text at the bottom or top of this line chart. But i want the text adjacent to the lines. Is this possible? Regards, Ram Reddy
Can I use parenthesized substring matches from a regular expression?
I would like to use pieces of string that matches regular expression parenthesized groups, like this: reg_ex = "(.*)([A-Za-z}{3})(.*)"; if (mystring.matches(reg_ex) { mystring = mystring.replaceAll(reg_ex, "\2"); }Is it possible?
Tips and tricks #51: Create visually engaging presentations using the different Shape options in Show
Hi All! Shapes are useful visual aids you can add in your presentation to reinforce any concept. This helps your audience visualize your ideas or information clearly. You can also use them as design elements to add visual appeal to your slide deck. For
Is there a streamlined way to get data from Firebase into Zoho CRM?
Just wondering if there was any built in features that can integrate a Zoho CRM connection to Firebase
Can send emails, but not receive them
Hi, newbie here and do not know much about this currently. Domain is rockthealphabet.com. I can send emails but not receive them. Thank you for any help! The response from the remote server was: 554 5.1.1 <#####@rockthealphabet.com>: Recipient address
Auto-scan pricing on Zoho One subscription
I have reached the maximum scan limit for uploaded documents in Zoho Books and am trying to upgrade my plan to get another 50 scans for my bills/expenses. I have a Zoho One subscription and am struggling to work out where I can get this add-on for my
France Zoho User Group Meet-up en ligne - Zoho One
Bonjour à tous et bienvenue dans la Communauté française de Zoho. Nous sommes ravis de vous annoncer notre premier meet-up en ligne sur Zoho One, jeudi 6 mai à 16h. Qu'est-ce qu'un meet-up ? C'est une session de partage entre les utilisateurs de Zoho
Desk - Astuce #4 : Personnalisation de la vue Tableau
Bonjour à tous, Aujourd'hui découvrons la vue en tableau qui affiche les tickets en lignes et en colonnes, comme dans un tableur. Chaque ligne affiche un ticket, et chaque colonne affiche une propriété du ticket (c'est-à-dire un champ). Cela vous permet
I no longer receive mail
I had my own domain setup with zoho and a custom mail adress, I did remove everything related to it on zoho since I do not want to use my domain anymore for zoho, but now I no longer receieve mail on my @zoho.com adress too, I can send mails though I
Integrating Zoho Books with Zoho Bigin vice versa
Hi all, I'm using Zoho Books for financial administration, invoicing, estimates, etc. I'd like to use Zoho Bigin as a light CRM solution for my small company. For obvious reasons, I want to integrate Books and Bigin with each other. Does anyone know if
Report sales / item / client
Hello Is there a way to generate a sale report per client and per sales? Basically i want to know exactly what items my client bought in a csv. or xls. format Thank you
Support POS payments
You need to support POS system to be integrated with zoho books and zoho inventory, I’m that close to leave zoho because of that it’s been a long time we asking for this and the competitors are way ahead from you thanks
SalesInBox Email Issues
I've noticed in the last week that email that I have read and filed in SalesInBox folders, are showing back up in the inbox as not being read. I thought that I may have just forgotten, but started actually writing my tasks to make sure that I'm not mistaken.
Is it possible to share a Campaigns sign-up form on LinkedIn?
Is it possible to share a sign-up via a company page post on LinkedIn? I tried sharing the sign-up URL in a post but Cannot display preview. You can post as is, or try another link. I didn't proceed further. If I had done so, would it have worked?
Company Legal Name Change
Hi Everyone, I legally changed the name of my company shortly after subscribing to Zoho. I have CRM+, forms and cliq. However, with connect, not sure why I needed Cliq. Anyway, there are so many twists and turns to changing my company name in the system.
Multiple Organizations in Zoho People
I am trying out few things in Zoho one trial, I am trying to add multiple organizations in Zoho People but unable to find 'Add Organization' option, please find the attached screen shot for your reference. I need to try few things with multiple organizations,
Problems with Message Board in the Beta version
Is anyone else experiencing issues with the message board function in the Beta version? In the old version all logged in operators could chat together but we can only see out own messages in the Beta version. Have had to set up a group chat so we can
Font size 10px -> 12px
Hi Zoho, I think you noticed that the default font you propose to use in ticket replies and community forums is smaller than client ones. Our messages are always displayed in a smaller fonts than customer ones. Please standardise this, make default font size a bit bigger. Regards, Andrey
Zoho Desk more products per ticket
Hi, I didn't get if is possible to assign more products per each ticket. Could you support?
Communication au-delà des e-mails dans Zoho One
Bonjour à tous, Dans l'article précédent, nous avons vu comment Cliq intégré au travers des services Zoho One vous permet de gérer une communication unifiée et contextuelle dans votre organisation. Dans cet article nous allons voir comment le service
User Guest ?
buenas tardes, hace poco estaba revisando unos logs de accesos y me di cuenta que tengo un inicio de sesion por GUEST y luego GUEST compartio pantalla co uno de nuestros usuarios. me gustaria que me ayudaran a entender que es GUEST? porque no lo tengo
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