Custom field returning string of numbers
We have a custom field for Job Openings, called 'Regio'. It's a Pick List. When we pull the data for job openings out of the API, we receive a string of numbers, instead of the actual value. We use the `getSearchRecords` endpoint with these parameters:
IMAP account is not working - Can't make my mail app working on my mac - Help
Hi, I'm trying to set my soho mails on my mac. But for whatever reason it seems like I can't. How the IMAP account is suppose to be set up? Thanks for your help. Bruno
Best way to notify groups on Customers
On our current help desk tool (Kayako) we are able to send out an email notification to a group of Contacts. We use this primarily when there are a number of Contacts impacted by an immediate issue and are able to keep the up to date as we resolve it. What is the best way to accomplish this in Desk? Are we able to send an email when a Knowledgebase article is posted and limit it to a Group or Tag? Is there another way to easily notify a group of contact? Should we be looking at Campaign? Thanks.
Zoho Projects doesn't remember the Proper Issue board View
About 20 times a day I have to change the Issue board for the project I'm viewing from Plain to Kanban. Can you please work on improving this so the system remembers the preferred view? Maybe you need a project level setting? I don't use the Plain issue
SPF Configuration for Google Domains
I am having problem with the SPF configuration. I followed all the guidelines, but it is giving error. can you help me? I even sent an email to support. Could you help me?
RSS email campaigns not working for me : Does anybody use them?
I have been having quite a time with RSS email campaigns from Zoho. Support keeps telling me its fixed but after weeks it keeps coming back with the same errors. It's been a bit of a back and forth. I was just wondering if anybody else has noticed that using RSS campaign The email content does not show the correct preview of the feed The update feed button does not update the feed (this invariably works) The send preview, may not always send a preview including your current feeds items When
What is the "Remote Work" ?
Hi, A few minutes ago I've seen a red spot on my Zoho mail tab. I followed it and I saw it was related to a countdown and now to a count called "Remote Work" why is that ? What is it ? What does it mean ? I've never seen that before. Thank you for your
Using only ZOHO campaigns with Ninja or Gravity Forms
I see alot of things that connect to the Zoho CRM, but are there things that connect only to Zoho Campaigns so I can create responsive forms ?
Setting up round robin lead assignment for leads created via API
Hi there, Right now we have a webform that generates leads via API (we use Ninjaforms). We have territory based filters in the form to determine who is assigned each lead, but we'd like to set up a round robin system for any lead outside of the territories
How do I change Leads to be companies not people?
When I scroll through my phone or the website and click on leads, everything is categorized based on the company contact. How do I get the Lead Name to be the company?
Any plans to add the Documents module to the mobile CRM app ?
Does Zoho have any plans in place to add the Documents module to the CRM mobile app? Any particular reasons they decided to leave it out? I know there is a Zoho Docs app but I don't want to tell everyone to use a second app for our small amount of documents, especially when they are sales related. Yes, I can link to them through other modules (which we are doing on special circumstances), but having a view of all the folders and files from one location is better suited for us.
Email Opt Out
Hi I have noticed tonight that selecting this option for a contact, you cannot email within zoho mail or the email mobile application. Why is this linked, of course i would like to be able to send them emails that are nothing to do with the campaigns?
Multi monitor Beta.
Most awaited Multi monitor feature in Zoho Assist is almost ready. Since it is in the testing phase, we are enabling the beta version of Multi monitor feature on a request basis. So, if you wish to try the beta version of Multi monitor, please write
Auto generating serial numbers for invoice
Dear Team, Please add option for two auto generating serial numbers for invoice
Deluge function for merge and sign with CRM
I have written a function to automatically email out doc based on a template I created in writer with a request to sign. This works fine. However, I the template has a number of merge fields so i also need to pass in the data for the merge fields in my
Sending last Subform Entry in email
Hi All, I'm new to Creator and trying to sort out some Workflows which automate emails. My form (NCR) has a subform (NCR_Actions), the subform is used to log the actions taken against each record. I am trying to automate an email to an email address in the main form every time an NCR Action is added. So far I have created a Workflow - Deluge Script - Subform on add row. I have created a Send Email task in script and as part of the message I want to include the contents of the Action_Taken field of
Extension Pointers - JS SDK Series#7: Managing records, handling attachments, and adding notes from a widget
Zoho CRM JS SDK supports APIs that help manage records, attach files, and add notes to a record, all from within the widget itself. The term record refers to the detailed information about an individual entity in the Zoho CRM module. Attachments and notes
Field update
In the leads module we want to update the status automatically once the first/second email is sent (field update would be called first email sent). How would we achieve this?
ZOHO BOOKS Desktop Version
In Lieu of the recent server loss, I suggest A desktop version of books so that we can always access our data as needed and then update the server when it comes back on. Thanks for listening Bobby
Single Sign on for Zoho Books Client Portal
Hi there, Is there currently any way to implement Single Sign on for our Zoho Books client portal accounts? I see that it's already implemented for Zoho Subscriptions: https://www.zoho.com/subscriptions/help/sso-with-custom-application.html I would like
Zoho CRM Plug-in for Microsoft Outlook 64 Bit vs. 32 Bit
Using Windows 7 64 Bit with Outlook 2013. When I download the plug-in I recieve message: "Lookslike you have downloaded the wrong exe. this 64 exe is not supported on your machine. Would you like to downlthe right exe?". I have a 64 bit system but
Querying MySQL database to update zoho crm records
Hi, I am using Zoho crm for our customer interactions, but the latest product masters are still maintained in MySQL server. So currently when ever we get a new lead the product information is manually entered by running simple query scripts. How do
Where can I find my CNAME Code (starting with zb...)?
I do need this code for moving my wordpress blog to my custom domain. Unfortunately i haven't done a screenshot when doing the domain verification:-( thanks for your help.
Record Template Value Formating
Hi, I would like to know how to format the value of field but not the field header in the record template. I can't to seems find the options. Is it possible to change the alignment of the value? Thanks in advanced.
Auto add field value in 3 modules
I have a multiple select field (complaint) with the same information in 3 (leads, clients, deals) different modules. Every time I see a new complaint I have to update all 3 fields in each module. Is there a way to automatize this by only filling the new
Setup screen features and multi department functionality
For clients who use multiple departments the setup screen can get confusing as you work on setting up and managing features across multiple departments. For example, as you move between layouts, layout rules, workflow rules, blueprints and other features
Using Description box in Add Ticket screen more efficiently in Zoho Desk
Dear Partner, We are willing to process our works in Zoho Desk with less clicks. Thus we have an idea of using Description box in Add Ticket screen more efficiently. In the latest version, if Description box is used and ticket is saved, the ticket is
Zoom fields
Hi. I have zoom connected to Zoho CRM and I am wondering if we are able to send a custom email template with the invitation link in the email?
Setting Due Date with SLA rule
Following the section "Creating and Using SLA's" in the online manual, it states - In the Create SLA page, do the following: Enter the SLA Name. Optionally, enter a description in the Description field. Specify when you want the triggers to fire automatically.
CRM & Desk - Departments and Related Lists
Guys, We're building out our Zoho One subscription and have started integrating CRM and Desk. In Desk, we have defined departments - let's say technical support and order entry. Clearly, tickets are very different from one another and handled by other people - but they are related to the same account in CRM. it seems all tickets end up in the same related list in CRM. So - this gives me three questions. 1. Is there a way to create a related list by department to keep different type of tickets different
Emails sent from Campaigns look great everywhere except Microsoft Outlook
I'm new to Zoho and trying not to go crazy. I have created a template and my header and footer look fantastic - the email looks great when I send it to Gmail, Yahoo, when I open it in my personal email provider's web portal, and even on my iPhone. The emails I send to my work email and open in Outlook are completely screwed up. Of course my boss(es) only see this horrilble Outlook version....what gives?! Specifically: * Images are displayed huge (I added them to the library within Zoho Campaigns,
ZoHo Projects : Outlook Connector
Good Morning; I really need the link to the outlook connector to synchronize the tasks and milestones with outlook. Please send me the link I am desperate. Thanks -Joe
New OAuth workflow and limits on Cloud Function calls
Ok so here's the issue: we have an application that supports workflows for various external Zoho accounts. In order to keep from migrating the application and re-configuring every time, it makes more sense to keep it central. I've gotten an OAuth workflow
Exclude individual contacts from a campaign
Hi there, We have a main mailing list set up for all our our subscribers. When someone has donated to our organization, we'd like to exclude them from the list in subsequent emails that make the same donation ask. How do we do this? When I clicked "exclude contacts" on the mail screen it only gives me the option to exclude contacts who we have sent previous campaigns. I need to exclude certain individual contacts. Please advise. Thanks, Katie
Mail Config
hi, yesterday I got a Zoho account, but am not able to configure and link my domain to my Zoho mail account. My domain is on GoDaddy ... I've already tried configuring the DNS, MX, CNAME settings, but to no avail ... Please help! Thanks
Differentiating inbound/outbound calls, voicemails and missed calls in
"phone" category
I'm wondering if theres a way to differentiate or customize types of calls in the phone category to display more accurate data on our dashboards? Specifically looking to view number of inbound vs outbound calls, voicemails, and missed calls with no voicemail
Report on last modified date on tickets
We would like to be able to track the last time something was documented in a ticket. Our requirements are for agents to check and update their tickets on a regular basis (depending on status, subject, etc.). Is there a way we can report on the last time
Zoho Sign Overview & Best Practices Webinar Presented By Zenatta Consulting
Join us Tuesday, March 16, 2021 10 AM PST by registering here The hosts of the CRM Zen Show, a weekly podcast dedicated to Zoho News and product reviews, will discuss Zoho's e-signature software - Zoho Sign. Presented by Brett Martin and Tyler Colt from
How to manage deals declined by my own ? New feature for creating final non-profit stage ?
Hi, I would like to record deal that i finally declined by my own. They are neither won, neither lost by customer decision. I add a new stage but it is not very good because it is not a final stage. Would it be possible to add the feature to create further
Bulk Petty Cash Statements
Hello , Im trying to upload a bulk of petty cash statements, its not giving me the option to do so. When i try to do it in a bank or credit card account is possible yet when I go to the cash account is not giving me this option... help!
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