QR Code used to point to a Deal/Potential
Guys, I want to be able to use the QR Code on a mail merge document that ive created. This document is basically a "job sheet" that my service guys take with them to jobs. If they want any more information it would be cool to get their phones and scan
Unable to change Contact Scoring on Zoho Campaigns
I am trying to edit the default scoring rules under Contacts > Contact Scoring > Campaign Activities. I increased and decreased the scores using the arrows (as instructed by the tutorials), and when I hit 'Save', I received a pop up message that says
External Share > Edit: Cannot Create Zoho Files
Hi Zoho, When we create an external share link with Edit permission, our external users are unable to create a Zoho file (Zoho Writer, Zoho Sheet and Zoho Show). They can only upload files. They can edit the Zoho files if we create them internally and
Trying to create a service with multiple time choices within a new workspace that will integrate with Zoho Assist
I am trying to create a one service that has a class schedule with 2 time choices on tuesday, 2 time choices on Wednesday, 1 time choice on Thursday and 1 time choice on Saturday. All of this is within one workspace and up to 4 people can sign up for
How to integrate Wix Member Profile with Zoho CRM
Hi, I am using Wix website - member profile feature where each user can create their online account on my webiste. https://support.wix.com/en/article/creating-custom-member-profile-pages I want to integrate this with Zoho CRM so that when a user/member
Zoho One - Système d'exploitation pour les entreprises.
Bonjour à tous, Nous avons le plaisir de vous faire découvrir Zoho-One, le système d'exploitation pour les entreprises. Piloter son entreprise grâce au cloud est plus qu'une tendance, c'est un réel atout. Chaque
Created Time Not found in Formula
Hello, I am trying to create a custom field just containing the date component of the created time of a deal. However, when I try to do it through the the datepart formula I am receiving an error message indicating that the created time field cannot be
Zoho Online Community Meetup 03. März 2021
Am 03. März 2021 findet wieder unser ZOHO Online Community Meetup statt! Neben hilfreichen Tipps & Tricks im ZOHO CRM, geht es diesmal auch um das Thema Journey Building in ZOHO Campaigns. Melden Sie sich gerne kostenfrei an - unsere Meetups richten sich
CRM Report with Blueprint Data
I would like to create a report on CRM using blueprint data and would like it to show the amount of transitions done after a specific date rather than the time spent between transitions. Can I do that?
Using HTML email templates from Campaigns in CRM?
Hi Zoho Admins, I would not only like to produce HTML email templates I can use for my mass email campaigns with the Zoho Campaigns tool, but also use templates I create in the Campaigns tool in the CRM tool. Is there a way to do this, meaning a way to
How can I backup archived emails with mailstore (home) ?
Hello, I can only backup my visible mails, but not the archived ones . How can I do this ? Thanks for any help ... Bye, Martin
Workdrive / ZSearch: searching for parts of file name does not work
I have a file in workdrive with the name "Kaltakquise" ("cold calling" in German). Now when I use the search bar in Workdrive or Zoho Search to search for "akquise" I get no results. Searching for "Kaltakquise" works fine, though. So it seems like Workdrive
[Webinar] 7 BI Trends To Watch In 2021
Hi there, We witnessed an unprecedented market shift in 2020—one that drove businesses and consumers to a mass digital exodus. The settling in to this new routine has further fuelled data generation across diverse sources at a striking scale and speed.
Is it possible to add candidates mobile to Formatted Resume header?
The default Formatted Resume header has the options to choose the information to be displayed. But does not have the candidates "mobile" as an option. Is it possible to add the mobile information to the Formatted Resume?
We no longer support Microsoft Internet Explorer
Internet Explorer and all its versions will no longer be supported to host a remote support or unattended access session effective from February 02, 2021. If you need to initiate a support session, you can use browsers that are compatible to start a session.
¡Zia está aprendiendo español! ¡Mira sus sugerencias de escritura!
Read in English Te presentamos el acceso anticipado a la versión en español de Zia, nuestra asistente de escritura. Ahora puedes obtener sugerencias de ortografía, estilo y vocabulario para tus documentos instantáneamente. Desde que lanzamos Zia en Writer,
Is there a way to change the z-index of our chat widget?
I tried uploading a css file to change the z-index of my chat widget and float button on the Change Chat Window Appearance with Custom CSS File feature but it is not working. I change it because it is overlapping our custom cookie dialog. .zls-sptwndw { position: fixed; display: none; bottom: 0; cursor: pointer; z-index: 0!important; } .zsiq_floatmain { position: fixed; z-index: 0!important; max-width: 305px; box-sizing: border-box; }
Why survey emails failed to send?
I sent out my first survey using Zoho Survey and the Email launch solution. Of 800+ recipients, using emails we know are accurate because they're used to log into our platform, 741 emails failed to send. I cannot find any guidance on how to address these
Create Quote from Lead
Is there a way to create a quote for a lead or must they be converted to a contact first?
How does one lock or unlock a Workflow?
How does one lock or unlock a Workflow?
Unable to delete Zoho Meeting
Unable to delete a Zoho meeting from the meetings dashboard. Receive the following message, "Meeting not removed, please wait..." However, when I click on the meeting that I am unable to delete, I receive the following, "Invalid Meeting key/Session ID"
Mapping Feature
I know this has been discussed in the past, but I would really like to see a mapping features with contacts and opportunities. The mobile app is OK, but I would love to see it in regular zoho crm. The ability to see customers and projects/opportunities
Free webinar: E-signing business paperwork with Zoho Sign and Zoho Workplace apps
Hello, Do you still physically print and/or scan your business documents to get them signed by your employees, business associates, and customers? Zoho Sign, our complete digital signature application, now integrates with popular Zoho Workplace apps—Zoho
How do I generate a URL to a Bug using information from the Zoho Project API?
I'm trying to create a URL to a bug detail page using information pulled from the Projects API. I have used the API call https://projectsapi.zoho.com/portal/{PortalName}/api/private/{xml/json}/bug/getprojbugs to successfully pull a list of bugs in a project. The XML returned has what appear to be GUIDs that uniquely identify the bugs - how can I use them to generate a URL that will link to the bug in the live Zoho app?
Mapping Contacts
Guys, We're using one-way CRM to DESK sync - but we do want to add contacts to CRM on a case by case basis. I'm using a function (actually, a Zoho Flow) to do this. Contacts added to CRM via function/flow continue to show as "unmapped" with CRM. Is there
Need help with COQL date operators
How do I use a variable in the SELECT statement to compare a field value to a date variable Renewal_Date is a CRM date-time data type. This generates a data-type error: aDate = today; "{\"select_query\" : \"select Last_Name, First_Name from Contacts where
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
Please, a sample code snippet to get the line items in an Estimate, Sales Order, or Invoice
View Issue Severity from Kanban view
Is there any way to view the Severity of an issue from the Kanban view without having to open each issue? This would be extremely helpful especially since there doesn't seem to be any way to sort/order the Kanban view beyond the default sort. As it is
Need guidance on migrating from Access into CRM
I welcome any guidance you have on migrating MS Access into CRM. I will need to manipulate / programmatically process the Access data to get it into the correct locations in CRM. My thought is to import Access into Creator and work from there. A key question
Webinar: Next Level Sales Growth in Zoho CRM
WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals Join our free live training session on how to automate Zoho CRM for next-level sales growth. Zoho CRM is a powerful sales tool
WEBINAR: Next Level Sales Growth In Zoho CRM
WEBINAR: Next Level Sales Growth in Zoho CRM - How to Automate Everything in Zoho So Your Team Can Focus on Closing Deals Join our free live training session on how to automate Zoho CRM for next-level sales growth. Zoho CRM is a powerful sales tool
Getting Campaigns and CRM to talk to each other properly.
Hoping someone can help on here! I'm trying to set up different syncs from CRM to Campaigns and vice versa but we're really struggling to get it to do what we want. We have access to all the other apps as well so if anyone can suggest an alternative way that would be awesome... We basically want one list to sync our contacts with a 'live' sales order status The second list would be all customers with only product 1 live (not 1 & 2) Third would be a list with all customers with only product 2 live
Add user cs baru grapari maros
Semangat pagi mohon bantuannya add user cs baru GRaPARI Maros saat ini belum bisa log in Nama: Andi Ainun Dzariah Halim NIK: 7309144209980003 Email: ainundzariahhalim@gmail.com No. HP: 085225256027 User : 21238612 User yg lama (nonaktif) Nama:andi rifqa
Ebay Integration Shipping Incorrectly Importing
Hello, In the eBay integration the shipping charge is being added as a line item and not as shipping. This is causing Zoho books to have shipping charges in the wrong account (sales.) To make matters worse, Zoho Inventory will not allow the shipping charge
Filter for Product Exports
Hello Commerce Team, It would be very helpful if as a user you could apply a filter for product exports. In particular, it would be helpful to filter by status (inactive or active), product group, attribute option, category, any custom field, and perhaps
Set up email to not send when administrative fields are filled in or edited
I have a form set up to email users on submission, edit, and deletion. We have 2 administrative fields in the form that are hidden from the user. When the administrative fields are edited, I do not want an email to be sent. I can't find a way to say,
How to partially pay a bill on a purchase order
I am looking to start listing my purchase orders placed to my suppliers. Our current arrangement is to pay a 50% deposit then the other 50% on a net 45 day after delivery. The issue I am running into is that when I convert to a bill, it then marks the
failed to get connect with gmail
can't connect with gmail
failed to get connecting with gmail
I need to link my address to Gmail. But there is something wrong occurred when I try. I attache the screenshot, please check that.
Email down! Split Delivery IP address not longer working
We previously had all mail being forwarded from our old server to 136.143.190.121 and that address is no longer working. Where should we point it to now? This address cannot do MX resolution.
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