Zoho Assistからデータを取得したい
久しぶりの投稿なのですが タイトル通り Zoho Assistからデータを取得したいのですが Zoho Analyticsでは対応していなくて https://www.zoho.com/deluge/help/zoho-services-supporting-deluge.html Delugeでも対応リストにないようです さすがにこれは諦めるしかないかな？ と思っています。一応Zoho本社のサポートにもつたない英語で問い合わせては見ました どなたかいいアイディアあればぜひよろしくおねがいしま
Zoho Telephony
We presently use a cloud PBX voipfone.co.uk in the UK but it does not yet connect to Zoho CRM, so we are looking at our options. Our requirements are as follows - Screen pop for incoming and outgoing calls with tasks and - Recordings to be accessible in Zoho CRM - Call logging and reporting feature in CRM Q1: I understand that several providers partnering with Zoho offer the above, such as Vonage and Aircall. Does anyone know of others? However, my bigger concerns are as follows: - I need a provider
Relationships when importing data
We have been evaluating Zoho creator and find it has all the features we need. However we have been trying to import our data into Zoho creator from our relational database and do not see how we can recreate the relationships in Zoho with existing data? We have exported all the relevant tables to excel files and have imported them in Zoho creator, but cannot find out how we can recreate the relations between the individual files (example: between customer and addresses, or between customer and bookings).
Can I get candidates notes passed as an data when a webhook is triggered? If not, then is there any other way to get it?
When a note has been added to the candidate in Zoho Recruit, it must trigger a webhook and that webhook must pass the candidates ID along with that note written. As of now, I have successfully implemented everything except the "notes" data part passing
Moving documents across folders
Until a few weeks ago, it was possible for Managers to move documents between folders (following the process explained here: https://www.zoho.com/projects/help/organize-documents.html#move-folder) However in the current version this capability seems to be gone. How can I move documents now? It is a rather crucial feature and I would like to be able to use it again.
ZOHO MAIL QUERY
I am failing to create new users, it keeps saying "user already exists in your org" kindly assist urgently
Reject leads based on last chat message on salesiq zobot
Hello! I have an integration between salesiq and zoho crm. visitors with name, email & phone are automatically sent to zoho crm leads for approval. Here's the problem: Zobot prompts recurrent visitors (that have name, email & phone filled) with a "would
Allow Longer Buffer Time
If you try and schedule a Buffer Time that's longer than the service Duration, Zoho will return the error message: Woah, that's a long break! Your break time can't be longer than service duration. This is a weird and arbitrary restriction. We have a short
Zoho stop replying to support tickets
Hello, I have to raise this discussion publicly because Zoho have stopped replying to several support tickets this week and both are urgent matters. The first is around Zoho Workdrive. We have been trying to migrate from Google Drive (GSuite) and despite
Import Notes to Account - Not Allowing Mapping of Date & Owner
Greetings all, We've been planning our conversion from our home grown CRM to Zoho, and all has been going very well so far. I'll give credit to the Zoho CSV import tools, they are pretty easy to use and clear in the data mappings thus far. (Here comes
Basic Loops
I'm using a Count database with several records to trick Creator to make an iteration process that allows me to replicate what a FOR NEXT or REPEAT or WHILE process would allow me to do. Is there any plan to have a LOOP of some sort in future releases. This would be so helpful. Additionally: It would be great to allow the INSERTING or APPENDING of records as this would allow for the creation of a very sophisticated programming environment. Finally: A link in with your other products that would allow
Permitir que Amazon Alexa me pueda leer informes generados con Zoho Analytics
Hola Seria muy interesante que se pudieran generar informes y que mediante una integracion con Alexa se le pudiera pedir que nos leyera ese informe actualizado cada dia Gracias
Operation not permitted when trying to add the admin account, after domain verification
Howdy, I get this error when I try to create the admin user after I verified the domain: "Operation not permitted"
Zoho Expense & Zoho Projects budget tracking
Is there any way to add the expenses (from the Zoho Expense module in Zoho Projects) to the total project cost in Zoho Projects? Currently, the only charges appearing in my project's dashboard are labor ones. Secondly, is there a reason why different
How to follow tasks as a user?
I have a few users who are not assigned to the task, but I require them to get all updates on the completion and comments of tasks. Something like keeping them in loop of the progress. How do I do this?
Mapping varibles to custom function in vertical CRM
Hi, How can i map variables when creating a workflow related custom functions in the vCRM Console? I Dont see any option. Thanks for your help!
Italian "Fattura Elettronica" (Invoice System) and Bank connection
Dear Zoho, starting from the 1st of January invoice sent by email won't have any legal value in Italy as the government is implementing the Italian "Fattura Elettronica" for B2B, B2C and PA. I'm really looking forward to integrating Zoho One in our company but I've found this to be a huge drawback. I'm wondering if there could be any solution or workaround (from the integration to a 3rd party SW/App/API to the ability to export xml files for invoice, etc...) that could streamline the process. Also,
Zoho Social Youtube
Zoho Social support team said that Youtube channel will be added during next 6 months to Zoho Social I want to know when exactly? Youtube is a must have El equipo de soporte de Zoho Social comenta que Youtube será añadido en Zoho Social durante los próximos 6 meses me gustaría saber cuándo exactamente? Youtube es del todo imprescindible hoy día
Due dates
If I create a task I add a start date and due date. This gives me a duration. I then add how many work hours I think the task will take. Then the task does not get completed so do I more just my due date or my due date and start date?
how do i flag a lead as hot, warm or cold
There are all the lead statuses but how do I just flag all my leads as one of the 3 stages (hot, warm or cold) and then sort them in the list?
Projects blueprint - email alerts to custom email field
Hi! We have an issue when setting up email alerts. Each task in a project we have, is a new customer, with products in production. We need to be able to send the customer an email, once the status is updated in the task. But in email alerts, we can only
Import notes from multi-line field
We have always used a multi-line field to type in notes for our contacts but I'd like to move over to the actual "notes" section instead. I have been putting this off because I don't know how to import the existing data to the notes section. We currently
How to turn on "do not allow duplicates" but do allow integration updates
In our line of work folks usually start our sales process by filling out a short interest form. When they are ready to enroll they follow up our interest form with a much more thorough application. I'm curious if there is a way to use zoho forms to fill
Apply default UK VAT rate to Tasks and Projects
Hi – hope everyone's staying safe and well and managing to look out for one another. Wondered if anyone could help? As an overview, we're new to Zoho Books, our company is GB VAT registered (not flat rate) and just have a quick query regards recording
Zoho Cliq Function
Hi there, We are using Zoho Cliq and Zoho CRM. We are looking to create acommand on Zoho Cliq that will automatically show Zoho CRM users birthday. How can we do that? Please find below what we have already done (not working): response = Map(); // Get
Spotlight 29: Connect with event microsite visitors
An event microsite can function as a one-stop-shop to help anyone find out important details about your event. It can include the purpose of hosting the event to let people know what they can gain by attending, display who will be speaking at sessions,
Nederlands MKB bedrijf dat nu werkt met ZOHO BOOKS.
Wij gaan over van een ander boekhoudprogramma naar ZOHO BOOKS. Wij willen graag in contact komen met een Nederlands bedrijf die ook deze transmissie heeft ondergaan naar ZOHO BOOKS. Graag zouden wij aan u enkele vragen willen stellen. Hoop dat iemand
Do not reset scroll activity on ASAP widget?
Hello good people We're using your wonderful ASAP widget to display a knowledgebase. Currently it's the only module active so it opens to the KB directly. However, whenever the user closes the widget, their scroll activity is reset. For instance: if you
Adding groups to non-stacked charts
I want to show a chart that shows the total amount booked for each publication date in the next week. But I want to show the publications separately. With the stacked charts I can select a stack by, but I can't see how to do that for the bar and line
Tip#44【Zoho CRM】メモのメンション機能
Zoho CRM のメモ機能、皆さんはどのような時に利用していますか？ 自社では例えば、お客さんからきた電話の問い合わせ内容を履歴として残したり、デモを行なった際のメモ、ウェビナーの申し込み情報など、マーケティングチームも営業チームも、日頃からメモを利用しています。 中には、マーケティングチームから営業チームにリードを情報を引き継ぐ時にメモの内容を共有したい場合があります。そのような時は、メモのメンション機能を利用しています！ そこで今回は、メモのメンション機能の便利なところを紹介していきます。
Email Reply Returned
My reply to an email was returned. The error message is: Diagnostic-Code: 5.7.23 ETP203 SPF Failure for domain (mfrom: <keiper.us>) - 235713837903E22062bd2130c
What is causing this and how do I fix?
Zoho CRM: Multi-Select Lookup Fields showing NULL values in Tables
Hi, Zoho support, This ticket is correlated to a previous ticket open from my colleague:https://help.zoho.com/portal/en/ticket/66790250 I followed the following tutorial creating Multi-Select Lookup Field :AssociatedCompanies https://www.youtube.com/watch?v=G1PAKXPXI0g&t=98s
The month that was at Zoho Workplace | January 2021
Dear community, 2021 took off in high speed for the Zoho Workplace team with a bunch of new updates and partnerships rolled out. He's a low-down on the month that was! Zoho Workplace partners with Sri Lanka's Dialog Enterprise Dialog Enterprise, the corporate
Custom fields in Zoho People
Hello, Is it possible to change the name of fields in Zoho People? We'd like to change names in Self Service tabs but also delete some tabs from Self Service/Home.
Sales Order Creation when contact is created
Hello, I have Created a work flow in which when a contact is created sales Order is automatically created. I have created a zoho form as well and integrated the form with contacts module of CRM. When i fill the form and submit it a contact is created
Zoho Backstage for Admins – A Virtual Training Program
We're back with another session of our virtual training program for portal administrators looking to learn the ins and outs of Zoho Backstage. And this time, you'll be getting a certificate of completion too. On Friday, January 29, we'll host a five-hour
Zoho Invoice's 2020: A Quick Recap
Looking for more updates? You can find the complete list of updates that we rolled out this year in our What's New timeline. Check them out and share your suggestions and feedback with us in the comments below. Or, you can always write to our stellar
Zoho.loginuserid is not fetching right Login User Email ID
Namaskaram Zoho Creator Developer Team I am using Default Send Mail functionality in Workflow. I have added "Zoho.loginuserid" for "To" address When the Email is got triggered instead of taking Login user Id it is taking Workspace Owners Email Id and
Blueprint reminders and automatic transitions
Hello, I have two suggestions for Zoho Blueprint - both in Desk and CRM (if possible). It would be nice to be able to send alert reminders for a blueprint task to the task assignee, in the event that the assignee forgets to complete a task. It would also
Tip 30: How to perform Google search from Zoho Creator
Hi everyone, Hope you all had a chance to try out our last tip. This month we have another interesting one for you—how to perform a quick Google search from Zoho Creator. This tip can be useful for redirecting your users to Google to find relevant information
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