Increase your API Credits right from the API Dashboard
Hello everyone! We are excited to announce that you can now increase your API credits right from the API Dashboard! We have introduced this as a pay-as-you-go model, where you only pay for the credits you have consumed and not for the entire limit. What are additional credits? These are the API credits you want besides the credits provided for your edition of CRM, by default. Refer to the API Limits page for the default credits available for each edition. Who can increase these credits? The super
Search function for 'Accounts' using Zoho CRM-Outlook plugin?
Is there a way of searching through accounts whilst using the Zoho CRM-Outlook plugin rather than scrolling through all accounts?
Tip 34 - Turn subitems in to work items!
While working on an assignment, we classify additional work as subitems. These subitems need to be completed in order to finish the main work item. As we continue, we might realise that these need special attention and involve input from other team members.
Problema para integrar Desk a CRM en Flow.
Empresa que se quiere configurar es Vocom: Se genera una regla en función CRM a Flow y seleccionamos Oportunidades, en el momento de asignar códigos en campos; Email, teléfono etc. no encuentra la informacipon de Contacto, solo hace referencia a Oportunidades.
Zoho People - Clone timesheet feature on mobile app.
Is the clone feature, available in the browser version, available via the Zoho People mobile app?
Hot Jobs
In the jobs list view, I see a field called Hot Jobs but I can't see where to indicate that a job is in fact hot. How to I make a job a "hot job" Thank you.
how to link multiple processing of items
Dear all, I would like to know or suggestion .as a manufacturing company,our items have many processes like raw material ,machining and coating . how to linke this cost to calcuate making cost of items ?
How do you delete (or edit) custom lead source channels?
I've created two lead source channels that appear in the "Lead Source" field's drop-down menu (screen-1414). Unfortunately, they don't appear they way I want them to so I want to either edit them or delete them and add new versions. I can't see where
Linking BOOKS Sales Orders/Estimates/Invoices to a CRM Contact - Not Possible?
In Zoho CRM you can add a Sales Order to a specific contact (who is assigned to an account). In Zoho Books it looks like this is not possible in the Business to Business scenario where that customer has multiple "contact persons". Reason why we should
Zoho People Newsletter - April 2021
Zoho People's latest newsletter is out now! Check out our April Newsletter to know all about our newest features, informative webinars, insightful blogs, and many more! Click here to read our newsletter. Happy April!
Any way to get a custom domain?
I noticed most of your products allow us set up our own custom domain. We've done it for a few client-facing products and would love to have Zoho Meeting be accessible via meet.{ourdomain}.com instead of Zoho Meeting URL. Is this possible like it is on Assist?
How to manage incidents in Zoho Desk?
Hi, Sometimes it happens: multiple customers are experiencing the same issue and suddenly it starts raining tickets in a short amount of time. What we'd like to do is easily group these tickets together so there's a clear overview of the symptoms users
ZOHO Mail - Switch between @zoho based to @domain based email
Hi there, is it possible to switch later from @zoho based to @domain based email solution?
No time slots open
Is anyone else experiencing no time slots available for their entire organization as of 01/19/2021? On 01/21/2021 at approximately 10am CST USA I lost the ability to book any time slot for any staff member. This happened as soon as a dialogue box popped
Sheets - Return to last cell
I can see in the URL for sheets, that the end of the URL points to the sheet and range in the sheet. Is there a way to have the URL return you to the last cell you were working on after exiting and reopening the sheet?
I can't easily see what I need on the Calendar!
It's very frustrating...we have an office where we all need to see everyone's calendar. We want an option to change the default view to "ALL" instead of ourselves. Or perhaps have it remember the last view you were on and always come back to that one. When I view my calendar on my phone, most of the time I can not select the "ALL" option so the calendar is useless to me out of the office (which greatly impacts me)!
Editing workflow field mappings for 'Push to CRM': list of CRM fields disappears
Hi I'm creating a workflow on a mailing list to push data from ZMH to ZCRM. When I first create the field mapping, I see the correct list of CRM fields (screen-1419). If I then save it as a draft, or clone it and try to edit the field mappings, I don't
Script dependant on radio button selected
I cannot define my radio button... How it is setup now: When the user selects the "Recall" radio button as the "Appointment Type" the hidden field "Recall W.O.#" shows.... this works great, however, I need the Recall W.O.# to be filled out by the user.
Filtering Related records
I have a forms named Clients, Policies and Renewals Each record in Clients will have 1 or 2 records in Policies and each Policy will have multiple records in Renewals. There is a lookup field in Policies called Client Name (Clients Form) and 2 lookup
Installation
I am trying to use my own domain and set up Zoho mail. I have it so screwed up I just want to start over. Can I delete my account and start over without redoing the host server setup with BlueHost?
Link received emails by "reply to" email address?
I need suggestions for a workaround to a problem I have. Hoping you can help. I use a GDS site for booking hotels for my itineraries. When I make a booking I receive a confirmation for the GDS which arrives from the site's email (info@reserveonline.net).
Zoho Chat Embedding Widget
I'm assessing Zoho Cliq's features and while the API functionality is everything that meets my needs, I want to know if there is currently a way to embed Zoho Cliq into my own website, or if there is a consistent way to get a URL into a specified Zoho Cliq chat channel. So far my research hasn't turned anything up. Please advise.
Where are the linking modules from CRM
Hello, I'm working on reports from CRM data. I 've some customs modules and 2 linking modules automatically created by a mulit-select lookup field in the layout of modules. In CRM I can see these modules with datas inside In Analytis, I can see all datas from all modules except linking modules ! Is there a way to get the linking modules to be synced in Analytics ? Thanks for your quick answer E charrier
How do I set "Over the Phone" number for Agents?
I cannot seem to properly configure my Agents so they can use "Over the Phone" status on their profiles. They receive the message "An 'Over the phone' number has not yet been set up for your account. Please contact your administrator". Absolutely cannot
Compartir formulario por whatsapp
Veo que en la configuración del formulario existe la opción de compartirlo por twitter y facebook; es posible hacerlo a traves de whatsapp? Gracias!
Follow up email sent after outbond call not answered by recipeint
Hi, here is my uses case: I would like to configure a workflow that send an email automatically if an outbound call gets ununanswered. In detail: Step 1: make an outbound call to a lead's mobile phone through the CRM Step 2: The lead does not response:
Email reminders to be sent 1 week before webinar
Hi A small and simple (I hope) request: can you add an option to get Meeting to send an email reminder 1 week before the webinar. At the moment, 1 day is the most you can do (screen-1431). Many thanks Steve
Starting a slideshow at a specific slide
I've noticed you can start a slideshow on a specific slide by adding "slide/(slide #)", but is there a way to do it with a url parameter, or maybe add an anchor inside the slideshow that you can call?
Changing related dropdowns
Hello, I do have the following problem… I add entries to the contacts module in Zoho CRM via Zapier (the data is coming from WooCommerce). WooCommerce delivers only the ISO country code (i.e. CH), but not the full country name (Switzerland). So I decided
Soporte via Chat
Los usuarios requerimos la posibilidad de un chat en tiepo real como posibilidad de soporte en zoho form Es esto posible de alguna manera?
Custom Fields on Task Module
Why is there no ability to add a Lookup custom field on the Task Module?
IP access log
Is there any possibility how to see the IP access log? Somebody has been trying to get access into my email box. Thanks M.
Formula field showing record ID instead of name
i have a formula field with the expression: input.Policies.Carriers I am trying to pull the Carriers field from the Policies form into this form. However, It pulls the ID number and not the Name. How do i get it to display the name?
Lodging Account
Why is the Lodging account in the chart of accounts a system account that is locked, uneditable, undeletable, and unhideable? That seems excessive.
Filter Call Activities by calendar
When I want to see which tasks i have to do today, I can filter it by Today or Today + overdue tasks. It should be possible with Calls too. If I want to see only which calls I have made or received for today it should be possible Also for scheduled calls,
ZOHO PHP SDK: Get User email logged in Zoho
Hello Zoho Team, I am trying to create a external application linked with Zoho CRM. My purpose is: 1.- Create an application (hyperlink) from Zoho and it redirects to my website. (I dont know if it is possible, it seems easy). 2.- Take the user email
When I send Emails from Outlook I cannot see them in CRM
Hi, I have setup zohomail so i could set up POP for my emails. It has all synced correctly and I receive mails to zoho and outlook and can see them in CRM. When i send from zohomail i can also see them in my outlook HOWEVER when i send from outlook,
Deleting the Super Admin account in Zoho CRM/Switching Super Admins
Hi my name is Lida. I have a few questions. Is there any way to delete my Super Admin account in Zoho CRM and afterwards be added to another Zoho CRM account? Or is it possible to merge two CRM accounts? It would be preferable to merge the accounts because I want my team to all be in one space. The other CRM is the info@myclasstracks.com. It would be a hassle to reinvite all of my employees, so I want to know if there is an easier solution. Or is it possible to go into the other CRM and make myself
Linkedin Ads Account
Hi, I am not able to get analytics for my LinkedIn Ads account so can't check organic Vs Paid data. Can you check?
Create your own Professional Online Store - Operational From Day One
We've planned a series of free online workshops for Indian customers. These workshops will be presented by experts from various Zoho applications, and are designed to help you learn the prominent, must-know features of those applications. Our next workshop
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