Customised converted leads report
Hi, I have combined module for leads and accounts names as leads/accounts. I have a field "Lead or account" which distinguishes whether its a lead or an account. I want a converted leads report for the last 7 days. Can someone tell me how to do this ? Thanks
Webhook for product and plans updates?
Hi... There are no webhooks for product or plan updates ???
How to add additional info to a field/fields in CRM without replacing the existing entry?
Hi, I'm sure this is a basic question but I could not find the answer in the resources We run different competitions and the same person could enter multiple competitions, how do I track/update which completion they have entered? for example, if I
Webhook - Invoke URL vs Postman
A developer has created an external calculator for me, with the intention of me passing a field data from Zoho via a webhook and the outcome of various calculations being returned in response. I have created a function that creates a map of the various
Custom Function: Update related account fields when contact is edited
I'm trying to update the related account when a contact is edited, using a workflow that executes the following function. But it is not updating the related account fields. What am I doing wrong? I think it has to do with the begining, when we are supposed
Update wordpress database with zoho creator?
anyone here have tried to push information from zoho creator to update wordpress database? i have a plugin for my woocommerce which built under wordpress. i can connect to woocommerce api but the plugin data is on wordpress database.. anyone can shed
Quarter 1 - Zoho Community meetups across Australia
Hey there! Zoho User Groups are region-wise pockets of the larger vibrant Zoho Community, bringing together people from all professions and countries who use Zoho. These groups facilitate you to Share and learn more on Zoho CRM, tips and tricks, and how to use it best Network with and help out fellow Zoho Users Meet and network with Zoho experts and partners Collect a few points and badges on the online community by checking into the meetup as well. Agenda: 1. Welcome and Onboarding 2. CRM
Tip of the week 80 - 3 tips to craft emails for inactive contacts
Many people often wonder about content that needs to be sent to inactive contacts. This is as important as sending emails to your active contacts. However, you never know whether an inactive contact would decide to move out from your list or stay for
Notification by Marketinghub
I would like to frequently notify the sales team when a customer comes to the website. Is email the only notification method? Can't I use Slack or Cliq?
Visitor History: Shows external Webpage that's not my website
A few weeks ago we started noticing that some random external websites started showing on our visitor history: a lot of visitors are coming via Direct and the Top Pages section shows another URL that is not our company's website. Can anyone explain this?
Zoho CRM says "feature not available in this edition"
When trying to create a Flow which is triggered by a new lead in CRM, and then sends an email template I made in Zoho CRM after a 10 minute delay, I get the error message: Zoho CRM says "feature not available in this edition" I have the standard Zoho
"Unexpected error"
Hi One of our customers are reporting that when she filters in reports she gets a prompt saying "Error Occurred. We are sorry for the inconvenience" randomly. I was asked to get some more info from the customer and it looks like it doesnt look like what
APAC Online Workshops - Sneak Peek At Zoho CRM Integrations
We've planned a series of free online workshops for our APAC 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. A workshop
Formula
Hi, I have created a formula to work out 12% of a premium then when all the premiums are added up in another formula want to include this formula but it's not there showing as a field. Please can anyone help me? Its doing my head in!
Table Support
Your Notebook is almost everything I desire seeing in one single app, but there's still one crucial thing missing in my opinion and that is the feature to create or work with tables. Would it be possible to add the support in future updates? It also would be great if it was possible to indent list items by the way.
How’s the integration between HubSpot and Zoho
We have Zoho One and need to get better visibility into our own marketing funnel. We’re considering MarketingHub but seems that’s not quite where we’d want it to be for our stage of growth. We’re exploring integrating Hubspot Marketing into our otherwise
Auto Gender and Salutation Detection for Zoho CRM (Data Enrichment)
Reduce the amount of effort put into contact maintenance and improve your data quality. Based on the first name and country of origin, the gender and form of address can be determined automatically in most cases by this integration. Select contacts and
Building custom Zoho Sprints dashboards with Zoho Analytics
in Zoho Analytics, data from Zoho Sprints can be synchronized. This enables the design of individual reports and dashboards, which can also be provided to external users/customers - without requiring additional Zoho Sprints licenses. Unfortunately, however,
Arabic encoding crm import
Dears, Hope my message finds you well. I am asking about what is exactly the recommended encoding to use on excel when I save the import sample, that allows me to import Arabic written leads, and match it with importing encoding option on zoho CRM correctly,
Can't download attachments from zoho mail
This problem is hapenning since 3 hours ago. I cannot download any attachment, new or older ones and also cannot upload (message that the file has a virus when aI try to upload)
Critical Update - Authtokens in Zoho Desk REST APIs will Stop Working in a Week
Dear Zoho Desk API users, In the second half of 2020, we had decided to indefinitely deprecate the use of authtokens and instead use OAuth tokens for authenticating users. We had informed the developer community about this critical change and the need
working with many contacts at once
I've just uploaded a lot of contacts, but the categories (from Outlook) did not come in. How can I work with all the contacts to add many at once to a given category, instead of going through my contacts one by one?
Customize access to workspaces by users
How can I customize which staff users have access to certain workspaces? For example, each sales person has a workspace and I'd like them to customize their own workspaces.
Wrong domain name when registering with zoho mail
Hello admin, I have input the wrong domain name when registering with mail zoho I input pariwistaindonesia.id it should pariwisataindonesia.id The primary email that register in zoho is admin@pariwistaindonesia.id but the domain the domain that i have verify is pariwisataindonesia.id How do i fix it? Thanks
Set up email for digital ocean hosted website
Please help set up email with a website set up using www.digitalocean.com and www.serverpilot.io Thanks
Leads aren't saved when using the original Webform, but custom form works
Hi, Few days ago we had problem integrating Google Ads GCLID with our custom form.We still haven't solved that. So to know what's causing the issue, we tried the original webform to check how it works. We copy and pasted the code here: https://flexiclasses.com/test-zoho-google-ads/
Using CRM data in Sheets
I have many spreadsheets in Excel which help analyze Real Estate data. This involves comparing at least four properties with easily sourced data with about 30 standard fields per property. This would be IDEAL for mapping the data to selected fields and
How to Connect with 2 different Organization with 1 Data-bridge
Hi, I have as issue I have 2 different Organization with 2 separate Database at 1 server and I have connected 1 Database to 1 organization using Databridge. But when I'm trying to connect with other Database with another user it's saying download Databridge.
like a catalogue
I would like (as on other platforms) to be able to create many pages where in each one I show a product. You can set up a "preview" image and associate one or more categories / tags to each page. for example I could make 5 pages with watches and associate
eSSL Biometric integration help
Hi Team, we are in need of quick support for us in terms of understanding the biometric integration part.
how to show Data from Related list two times from same related list with different filter.
I have a related list called Store_Purchased for each Contact. Store_Purchased has details of Items which are purchased by a contact. For Example a Contact can purchase 5 items from Store-A, and may 8 Items from Store-B. Currently i can only show all
Does the Zoho API not support application/json media?
I'm a little shocked that I haven't found any evidence of this, but does the ZOHO api seriously not support the json Content-Type header (application/json)? All api documentation uses application/x-www-form-urlencoded to send this wonky JSONString encoded payload. Why not just accept actual json?
Can I view emails that were sent to an non-existent ZohoDesk Support Email Address?
If I someone sends an email to an incorrect Support Email Address, is there any way that I can see those emails if it's at least sent to the correct domain? For example, I have webupdate@xxxx.zohodesk.com. If someone emails webupdates@xxxx.zohodesk.com
How to Auto close tickets
Dear Team, We are using ZOHO Desk now. We are getting many email from our technical or operations email ID which is just for some notifications. we would like to auto close such tickets which we can do with particular subject or particular email let us know
Zoho Deluge (Creator) developers - how do you organize your environment and code?
I've been doing Zoho Creator/Deluge development for about eight months. I come from a PHP/Laravel background. While there are many things to love about Creator and Deluge, I see two main challenges as my code base becomes larger: Testing/Dev Environment
Please add "Last Updated" to the Functions list in Workflow ( or a least have the same "Created On" column that all the other tabs have
All the tabs in Workflow have a "Created On" field, EXCEPT Functions. Why? Even more useful would be a "Last Updated". Adding "Last Updated" would help code management immensely. Many of us develop using a copy a restored back-up because the limitations
Buzón de correo
Tengo problemas con el correo de victor.martinez para generarle el Buzón de correo ya que se queda pasmado, dice que fue generado y no termina la función, al parecer tiene un error. Me podría ayudar a revisarlo para asignarle el Buzón por favor Quedo
Report submission fails from mobile device with internal error
Hello! I'm doing level 2 tech support for my employer, and we recently began deploying Zoho Expense. One of our employees was just given a license for it and began working with it today. She told me she's stuck doing her first expense report using a company
Tips and Tricks #09: Import and Export Presentations
Hello everyone! We're back again with Zoho Show's tip of the week. Zoho Show is a presentation tool that helps transform static presentations into engaging slides that tell a story. If you have an existing Powerpoint file (.PPT or .PPTx), you can easily
Zoho meeting recording does not support video
Today we have recorded our zoho meeting for future refrences but when i have played the recording file it did not showed me the video of the recording only audio was playing. So i guess its a bug from zoho meeting end. I have reported this issue earlier
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