Importing Accounts and Contacts from Seperate CRM files.
We are new to Zoho. We used to use SFDC. And we retained our data from SFDC. However, the way SFDC manages contacts and accounts is to relate both to an Account ID. While trying to upload our separate Account and Contact CSV files, we were unable to map
Is it possible to automatically close recurring tasks when closing a milestone
Hi, We recently decided to change the way we use Projects. We have created new milestones for our projects with better tasks. Now we want to close the old milestones and tasks, but when they are recurring tasks it doesn't work, we have to open every task change there recurrence to none, then close it. We have many tasks to close and where hoping for a faster way to do so. If you know a way feel free to inform us. Thanks a lot
Email server blacklisted on anti-spam
Hi, the zoho mail is blacklisted on anti-spam. INVALID_ADDRESS, ERROR_CODE :554, ERROR_CODE :5.7.1 Service unavailable; Client host [136.143.188.54] blocked using dnsbl-1.uceprotect.net; IP 136.143.188.54 is UCEPROTECT-Level 1 listed. See http://www.uceprotect.net/rblcheck.php?ipr=136.143.188.54 Please, can you fix that problem? Thanks.
Access Zoho CRM backup programatically
Hi, is there a way to access CRM backup via API? The use case is to safely upload the backup dump to an eternal cloud location without going through the manual "Download" process in the UI. There is probably an alternative using the export API instead
Get to your files faster with the latest Zoho Docs iOS update
With the iOS 9 update, Zoho Docs also made some new enhancements to its iOS app making it more user-friendly. Take a look at what's new here: Locate files using spotlight search In a hurry to get to a file? No need to open the app. Just type in the file name in your spotlight search and like all other apps, see the list of files from your Zoho Docs account listed in the search result. Click the file name and start working on it right away. Push notifications for shared documents Stay on top of all
Paste into notebook formatting changes
I am trying to paste text from a Microsoft Word (Docx) format into Notebook. I have used the app (Windows 10) as well as opened it online with Chrome and Edge and all with the same results. I have tried formatting in RTF and same thing. If I paste in
Custom Fields in Timesheet
I'd like to add a few more custom fields within my timesheet when logging my time. Is this possible?
【Zoho CRM】 新キャンバスビルダーのご紹介
本社のフォーラムでも公開されているため、ご存知の方もいらっしゃるかもしれませんが、 Zoho CRM のデータの詳細画面を自由にカスタマイズできる、キャンバス機能が追加されます。 以前よりレコードの詳細画面を自分の業界や業務にあわせてカスタマイズしたい、といった質問をいただいておりましたが、こちらが解決のヒントとなるかもしれません！ 日本語で詳細を説明した記事がありますので、以下に共有いたします。 サポートポータルFAQ【Zoho CRM】 新キャンバスビルダーのご紹介 https://support.zoho.jp/portal/ja/kb/articles/zoho-crm-canvas-design-studio
Zoho writer
To include images,you are taking only a few formats...please include others ,such as .svg format used in graphs. Thanks The Zoho writer is very useful and easy to use.
Zoho Access denied IP address
Dear zoho admin, I couldn't access my accounts, I couldn't access this forum - I had to sign-up a new account to send request Simply, it's not possible to login to my CRM, my Zoho One or any accounts. The message says: Access denied from this IP address Please assist soonest. I've lost days unable to access my accounts with no word from your support.com The correct administrator account is admin@mucintopq.vn
O365 & Zoho IMAP Email Integration Issues
So I have tried to integrate my company email, on O365, with Zoho CRM and keep running into "Invalid Credentials" failure. I am running Two-factor authentication on Microsoft side, so I went ahead and created an App Password and tried to use that password
Mailchimp opt-outs to Zoho CRM contact record
Hello, Is it possible to create an automation/sync so that when a contact unsubscribes in Mailchimp, their contact record is updated in Zoho with the Email Opt Out field checked? I don't want to sync all Mailchimp contacts into my Zoho CRM, I just need
Canvas Builder
Hello, is it planned to enable the canvas builder for Bigin and the mobile app too in the future? Regards
GDPR - Right to be forgotten - Right to access
Hello I use ZOHO-ONE, which means that I get access to all of ZOHO's products. My question is whether there is any flexible way to handle the GDPR right to be forgotten, Right to access in one and same solution? ZIA? For example if I get a request on
Show line item total on a quote Including the sales tax
So on my quote, it shows: S.no. - Product Details - Qty- unit price - total the total is ONLY showing as the quantity x unit price, I need the total to be qty x unit price x TAX on each line product. Is this something that Zoho does? It does show the
Pinterest Support for Zoho Social - When?
When will Pinterest profiles be supported in Zoho Social? It is the missing piece to the puzzle and what is keeping me from currently managing my actual posting in Zoho Social. If Pinterest is supported then I could manage completely within Zoho Social. When do you anticipate rolling out support for Pinterest profiles in Zoho Social?
Display text the preferred way with text rotation, indent, and wrapping options
Working with long, textual data in spreadsheets just got better! Zoho Sheet now supports text rotation, indentation, and wrapping options, which you can use to display the text and other values in your spreadsheet exactly the way you want. Set the right
Zoho books - Amazon Integration -Amazon sales data not syncing
Hi, I integrated Zoho books and Amazon last week. On checking the logs, I figured out that the amazon orders are not updated on zoho books. Error as seen above. When I checked the items, most are updated but some have failed. following is the item whose
Creating New Domain Users/Emails
I'm trying to add new emails for the domain @smartalumni.ng but am told I do not have the permission to create new users. Please help.
Filter using date parameter
Hi Team Is it possible to filter out contacts and accounts based on modifiedTime parameter where we will be able to list only new and updated contacts ? If so could you please explain the procedure to achieve it?
Mass Update Contact Layouts
I have a couple of hundred contacts in Desk on an old layout. I want to move them to a new layout - ideally without having to manually edit 100's of contact records. I tried exporting - in an attempt to set or change the layout on re-import (as this works
I can't change the timezone in General Settings from GMT -8:0
I change it to something else, click save and it doesn't seem to register. Any fix for this?
EMAIL ENVIA MAS NAO RECEBE
MEU EMAIL ENVIA MAS NAO RECEBE - CONTATO@CONCILTEC.COM.BR DOMINIO DA GoDaddy. PRECISO DE AJUDA
Mass E-mailing Activities and closing task?
Hi guys, Say an employee has 10 of the same activity, is there a way to set it up where we can mass macro an e-mail out to these clients that have the activity and then, at the same time, update the task? Instead of individually going into each client
When is video posting going to be ready?
I've been waiting for months and this tool is now getting well behind what other available software can do. Can I please receive an ETA for this long-awaited feature. Cheers, Carina
Option to Control File Storage Location(s)
We are using ZOHO One and have built some simple automation to ensure that the Sales/CRM process properly places relevant files into a WorkDrive folder for each Project. I've further disabled the "Documents" tab in Projects, and we added a custom field
Tracking Changes
Hello-- We have a lot of team members utilizing our Zoho account. If they accidentally make a mistake and incorrectly assign a child to the wrong parent account, or save the wrong information, how can they go back and pinpoint those exact changes? The
Better/Wider Selection of "Custom" Colors
For statuses in particular (Tasks and Projects), the pre-selected palette of colors is a strange combination of pastels with very little - in may cases - ability to distinguish between them. Could we get either the ability to add custom colors ourselves,
Help with InvokeURL request
I have this command in bash that works fine- curl -X PUT https://company.monitoringclient.com/v2.5/plugin_results/dr_71d075452e?api_key=<My_API> -d plugin_result[mute_type]="timed" -d plugin_result[mute_until]=1629928496 (I've obfuscated some variables)
Zoho Books/Inventory download docs in Excels formats
I wonder if anyone achieved a way to download PO/SO/Bill/Estimate or Invoice in Excel Template via just click of a button? Is it even possible via Creator or Zoho Sheets or Airtable? We are currently looking into the solution but so far non of the developers
Unresponsive Edit Window In Zoho Creator Workflow
Has anyone else experienced extreme lags in the Zoho Creator Workflow window for longer scripts? It used to work seamlessly where we could open the edit window, scroll, and edit in real time. Now the page takes a very long time to open. Then when it
Cambio firma por e-mail a firmante en persona
Se puede cambiar de firmante por mail a firmante en persona en un documento ya enviado?
Zoho Assist New Version : 2.6.5 Fails To Download
Hi Admin I believe that this was supposed to be fixed from V2.6.4 for downloading updates, the update advises to visit the homepage which pulls up the V2.6.4 exe file. Also would it be possible for a change log to see what is implemented in each new release.
Hide button in Zoho CRM
How to hide button in Zoho CRM with specific conditions?
CRM integration, Price lists not working
Hi we cannot get price lists to work in CRM as they show product not in pricelist. Works fine in Books Associated Price Lists
Could you please mail us the bills for our Site24x7 bills, etc?
Otherwise we have to download them manually each month. This makes accounting terrible.
Assigning a Product to a Deal using the External IDs
Hi, I'm trying to insert/update Deal record using External IDs, through this EndPoint https://www.zohoapis.com/crm/v2/Deals/upsert If I set the value of X-EXTERNAL to 'Deals.Product_Details.product.external_field_API_name' it returns error "Invalid external
Authtoken Deprecation for Zoho Inventory APIs
UPDATE (7 July 2021): We've extended the deadline to 30 August 2021 for converting Authtokens to OAuth. Hello everyone, The usage of Authtokens to authenticate API calls is being deprecated on 30 August 2021 across Zoho's Finance suite of products,
History Tracking on custom lookup field
Hi, We have a few lookup fields in Deals module that link to different custom modules. We want the changes to these lookup fields to be tracked whenever they are updated with the Field history tracking feature. However, those fields don't show up in
How to auto create an estimate in Potential module with selected product
I'm a Zoho One user, How to create a button in my Potential module so that it will auto run to create an estimate (Zoho Finance) customer record, together with pre-filled product and amount. So that i no need to create an estimate and fill up the amount manually.
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