Meeting setup in Calendar
Dear Team, We have setup a recurring meeting in our calendar, using the option "Zoho Meeting'. Meeting is setup properly and is shown in the calendar as expected. But when we start a meeting on next event date, except the host all other user is showing
MX recode add But i am not recive mail
please shar step if any one have
I received all the copies of my sent email, Has this issue been sorted yet?
I received all the copies of my sent email, I am a new user in 2020. I Googled this subject and found tons of this kind of complaint. I also saw a promise of improving from 8 years ago. Has it been sorted yet? Is anybody on this issue? Sam
Bulk Write Api: Associate Contacts with Accounts when I bulk write Contacs
Hello everyone. I'm posting here after trying chat support. Maybe someone in the community knows the answer. Doesn't seem like it should be that difficult. I generate a CSV of clients and create a bulk write job. All of the clients are created, but none
Notifications API
I've enabled notification for a channel to be notified anytime a contact is added, edited, or deleted. The request to enable succeeded, however I never receive the callback. I'm recording the callback to the database when it comes in, it doesn't ever
Issues receiving mail
Zoho only receives some of my emails. Even if emails originate from the same place, I get maybe one in ten emails. Example, I made game purchase that send a nearly identical email, from the same company email address, for each game. Zoho mail only shows
Dynamically alter calender report properties
I am trying to dynamically change the date wich is displayed by the calander report. For Example: I have a calendar report wich is embedded inside a page with a HTML snippit. I have made a workflow to automatically add a day to any event I choose. The
Images uploaded not showing on customer portal
Hi, I have ran into problems with showing the images that user uploaded for the event. I have a Post Event Report Form with a Event Photos subform created from Image_Upload form. I have uploaded all the photos from my admin account and simulated a customer portal user to login to see if the images can be seen. Using instructions here: https://help.zoho.com/portal/en/community/topic/need-help-with-images-in-html-view, the photos are able to be seen in my admin account, when i click Edit (Post Event
Update Records without a loop?
Is there a way to update a batch of records WITHOUT a loop? I ask because of statement execution limits. For example: Records = Form[Field == "ABC"]; Records.Boolean = false; @damien?
Create Weekly Task to Update Customer?
What's the best way to create a weekly Task that reminds you to follow-up with a contact within Deals Module? The catch is we just want one task created each week, as long as the deal is not in a "Closed" Stage, and do not want 100 tasks created all at
Zoho CRM API v2 Access Token refresh limits
I know a single Access Token is valid for 1 hour. And a Refresh Token can be used unlimited times to generate Access Tokens (although only the most recent 30 Access Tokens remain valid). But are there any time-based restrictions on how often you can use
Detect the first sales order of a client
Hi, We would like to detect when a Sales Order is created, if it is the first made to that client. Any clue how to achieve this?
Set Lookup Field with Deluge
Hi i want to set the value of a lookup field by deluge and this does not work somehow there are two forms: TRANSFER and ENTRY when TRANSFER is saved, this workflow should create a correspondig record ENTRY, setting several fields and should set a "back-reference in TRANSFER to the field "Entry_from" (this is a lookup field referencing to ENTRY) "rec" is an object-handle for the current TRANSFER document "b" is the ID of the newly created ENTRY record (type bigint) the last line should set the back
Electronically Protected Health Information (ePHI label) is now supported within the Desk app (Android and iOS)
Hello All, In the latest versions of the Zoho Desk mobile app (Android Desk app- v2.4.13, iOS Desk app - v2.5.4) users can now mark a field related to medical records as ePHI (Electronically Protected Health Information). ePHI fields generally have data
Widgets and Tags are now supported in the Desk Android app
Hello All, In the latest version of the Desk Android app (v2.4.12), we have brought in support for widgets wherein a quick overview of your ticket stats can be viewed (for eg: Number of Open, On hold, Overdue and Unassigned tickets). Upon clicking on
Building Extensions #7: Configuration setup while building extensions - Part 3
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we discussed on establishing a default connection between Zoho Desk and other Zoho or third-party
Sending email template with additional Icalendar feature to guest.
Wondering how to send an email with Icalendar (Ics) feature to customer? Open customer open the email, they can add to their calendar / agenda . The same feature like when received flight ticket voucher , or hotel reservation voucher. Just wondering
Building Extensions #6: Configuration setup while building extensions - Part 2
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. In our previous post, we introduced a part of the configuration settings required while building extensions for
Hide Leads and Contacts from other users
How do I hide mi Leads and Contacts from other salesman in the Company? I would like the Administrator to be the only one that can see all the information, I want other users just to have access to their information. Best regards, Pedro
Archived view is now enhanced within the Desk iOS app
Hello All, In the latest version of the Desk iOS app (v2.5.2), we have enhanced the Archived section on the app. 1) Archived label will now be added in ticket details page to indicate that the ticket is in archived view. Please refer to the screenshot
Customize Lead Header
Can we customize the Lead layout as shown here where it says unkown?
Why my office 365 does not have ZOHO App?
I am trying to add the Zoho plugin onto my Microsoft outlook, but I cannot find Zoho Apps in 'All apps' in my office365 account Does that mean my office 365 must be a business account? Mine is 'Office 365 Home'. I had a good Goole, but i couldn't see
Error "integration disabled in showtime"
I have built a flow to automatically add registration to a Showtime Remote Session. The flow is triggered when a Zoho Form is submitted and the details submitted are used to register the person to the session. While the Test & Debug shows that the flow works, the live flow always fails with the error message "integration disabled in showtime." Appreciate assistance in getting this integration working.
Adding Downloadable Template
Does anyone have any ideas how to have an attached template within a Form that can be downloaded by the recipient? TYIA
Directions on creating App specific password for Microsoft Outlook
It is impossible to find the directions for how to create an app-specific password for Outlook. You need this if you have two-factor authentication and want to sync with Zoho CRM. It is located on the "Additional security verification page". If you can't
Contenedor archivo sitio web
Buen día. Queremos utilizar zoho sites, sin embargo tenemos duda respecto a la creación de un contenedor dentro del sitio al cual nuestros clientes ingresan desde la web para su consulta de archivos xsd. Sitio comercial: www.mysuitemex.com Contenedor: http://www.mysuitemex.com/fact/schema/
Tip 32 - User Dashboard
Delegation of tasks help in reducing the workload and finishing it on time. This delegation needs to be tracked and also involves assigning work based on each user's dexterity. User Dashboard will help you in this case. User Dashboard lets you monitor
Messages section on the CRM iOS app now support IMAP accounts
Hello All, In the latest version of the CRM iOS app (v3.6.3), the MailMagnet/ Messages functionality now supports the IMAP configuration as well (i.e when the email account is configured via IMAP on the desktop site). To know more about MailMagnet feature
FB Messenger as intergrated communication channel for leads and deals
We are looking to intergrate FB Messenger as a form of communication alongside email and phone calls, we want the messenger conversation to show as a recorded module in both the lead and deal. Has anyone acheived this yet? we see the question has been asked but no one seems to have created a solution?
Sales reps can now set timezone from within the CRM Android app
Hello All, In the latest version of the CRM Android app (v3.5.4), we have brought in support for an option to set preferred timezone from within the app on the move. You can do so by going on to CRM app settings > Timezone > Set preferred timezone. When
Unnecessary gap in the marketplace
Hi, Digging in the creator Marketplace. There is a missing opportunity to use the full height of the page. Screenshot from Chrome. Not better on full screen. Screenshot from ChromeRegards
Add Contact To Multiple Accounts
We would like to see a feature added so that you can add a single contact to multiple records. We are transitioning from Sales Force and this is a very important feature for us to have. This way you do not need to add the same contact multiple times. We deal with a lot of companies that have several companies and it would be nice not to have to keep adding the same contact information. In SF there was just a button for Add and New. The add would take you to a search window that you could search all
Links in emails not working!!!!!
All my links in my emails I sent out today did not work - they are using some tracking link instead of the ones I put in and I lost a lot of potential customers today because of it - the link was put in the template as this: http://www.thinkipm.com/clientprs/ptek/printek0615.html
is it possible to parse the searchParam with zoho.books.getRecords ?
Hi. I contact to request help about getRecords function. Is there a way to get records not only with the exact match searchParam, but also get records who "include the searchParam" or more string? For example, with the next code I get all the purchaseorders
Zoho Bulk write contacts job. Assign contact to company by csv
Hello. I'm working with integration Zoho with our application. Trying to use BULK write API. With accounts i have no problem, but I need to get contact assigned to company. So i can't find ability to assign Account .id by csv file. During single export
App Spotlight: Yeastar for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Yeastar for Zoho CRM Boost call efficiency for your sales, support, and phone agents. Connect Yeastar PBX to Zoho CRM and enable one-click dialing, call pop-ups, and call journal right inside Zoho CRM. Benefit from extra mobility and rich unified communication and collaboration features with an all-in-one solution that’s easy to use and manage. Get the extension here Business
Opening Up Google Maps App Via Link from Andriod or iOS
I am running into an issue. Goal: I would like for a link I have added to a Zoho Creator Form in this format <a href="LINK">Test</a> to open in the Google Maps app on each respective mobile device; android and iOS. Problem: The link format for iOS is:
Any way to reduce client clicks to start session macOS?
I'm currently using Zoho Assist for my macOS clients as i love how it doesn't present all of those ominous macOS dialogs when connecting like all other remote support tools currently on macOS. Although those dialogs aren't presented, the client still
Zoho CRM Charts - Age in Weeks / Age in Months
In CRM, I want to show charts which are grouped by week. This is nice and easy (albeit irritating that you have to show week numbers rather than getting the choice of showing week commencing/week ending dates, but that's not important now).... the difficulty
ERROR_invalid_redirect_uri when setting up zoho wordpress plugin
Hi all, i went through the steps to setting up the zoho wordrpess plugin. all pretty straight forward. when i click on authorize, i go to this page: https://accounts.zoho.com/oauth/v2/auth?response_type=code&client_id=1000.VCF0VNQCVQV389688JXH2VTJNZMUWB&scope=VirtualOffice.messages.CREATE,VirtualOffice.accounts.READ&redirect_uri=http://sweetwaterurbanfarms.com/wp-admin/admin.php?page=zmail-integ-settings&prompt=consent&access_type=offline&state=b945f92176 and i get this error in the upper right of
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