Zoho CRM integration with XERO
Hi there, I have heard that Zoho can integrate with Xero, can you please confirm if this is true. If so, when? If not, when will Books have payroll?
Blocking and Muting
Hello! I have muted and blocked the same user over 30 times, and they still show up in my monitor. Is there some special zoho trick to make it work?
24 hour clock in Zoho CRM
Now there is only 12 hour's clock in Zoho CRM. In many countries the standard is 24 hour's clock. There is very important to can change that settings in Zoho CRM, just like in Zoho Projects.
Code to connect modules
Hello, In our opportunity module, it's possible to create benchmarks, which is another module. There are a few things we want to do with these modules. 1. Once a benchmark is created we would like the contact for the module to be automatically updated
Create Document Using Mobile App?
Am I correct in that I can't create a document using the mobile app? It seems like I can only upload?
Problem saving a Tabular View with filter
Hi, I have a table called "Person" with a column for City. Out of 87 records in the table, some 10 or so have City=Cambridge. I want to filter the records for that value. So, I click on "Person", then "New Tabular View", then "Filter", then change the drop-down under "City" column to "Is" and type in "Cambridge" (without the quotes), save, and then click on "Apply." That filters the records correctly. But, if I move away from the screen and then click again on the "Person-Cambridge" view, I get the
Backups failing due to broken Schedule workflows
I am having endless issues in 2 versions of my app. In an app that Zoho took 3 weeks to recover by repairing a broken backup, I decided to use the Sandbox so I could roll back changes if it broke anything further. Big mistake. Creator could not publish
Can a customer portal user change his email?
Hi, I would like to know if a customer portal user can change his email? Because sometimes we want to create the account for the user (a customer portal user) and fill it with data and give it to him for testing instead of just inviting and then asking
Zoho don't connect to shopify
Hey guys 2 days ago i stumbled across the problem with connecting zoho email to the shopify account, we did all the steps that there was and the emails from contact form on the online store are not coming through to the domain email. We got the immediate
How to Sync CRM Leads to Campaign Mailing lists by certain criteria
I have a free trial with campaigns and crm and am trying to determine the best way to sync contacts by specific criteria. I have a custom field in both CRM and Campaigns called conversion page, I need this field to determine what mailing list my subscribers go to or what segment they go to. I currently have my mailing lists set-up with three list, each list having 3-5 segments. If I need to set up multiple lists with no segments for this to work I will but it is not ideal. Every time I try to sync a
Email Notification Dashboard/Report
Hi, A report containing the Email Notifications sent by Zoho Creator, whether it has been delivered/bounced/opened/clicked etc. is a much needed feature. Ability to export these reports is also needed. Some times, customers complain that they haven't
Request URI too large for inserRecords API
I m using insertRecords api to upload contacts from android to zoho crm server. https://crm.zoho.com/crm/private/json/Contacts/insertRecords?authtoken=my_token&scope=crmapi&xmlData=encoded_data The characters count from xmlData is near 12K. Server throws message as Request URI too large. I've tried the same request in rest client and postman. Got the same error. Should I limit the no of records for uploading? I did already as 100 records. Zoho CRM api doesn't support to send via post body. How to
Pass information from popup subform back to main form
I am developing a form that has multiple subforms on it. The subforms work great on a normal computer however the Zoho Creator mobile interface has a defect as it cuts off the subform fields, doesn't resize when I turn my phone and to scroll over you
Zoho Showtime to Zoho CRM using Zoho Flow - Split First and Last Name
Hi, We have some demand sessions that we are making available to the public. When a user registers I would like it to trigger those details to be pushed to Zoho CRM as a new contact or to update an existing (if the email already exists). For this I
【初心者の方向け 先着15名様】Zoho CRM 初期設定トレーニングのご案内
こんにちは、Zoho 鳥越です。11/13のZoholicsにご参加いただいた方、ありがとうございました！ さて今回は、「Zoho CRM とりあえず導入したけど、どこから設定したら良いかわからない」「基本機能がいまいち理解できていない」そのような方におすすめの、3日間「 Zoho CRM 管理者向けオンライントレーニング」のご案内です。 対象や人数のご案内に限りがあり恐縮ですが、コミュニティユーザー様の中でも当てはまる方がいらっしゃいましたら、ぜひ参加をご検討ください。 ーーーーーZoho CRM
Use values from one workflow in another workflow
Hi, i created a "Load of the form" workflow for when starting the form to create 5 lines of the subform. Now want when I fill in the fields of the generated lines and press the SEND button, run a script that takes the data inserted in this subform and
I am not receiving emails
I am no longer receiving any emails. I can send them, but not receiving any. This is my business email and need this fixed immediately. I just renewed my subscription a week ago and now it stops functioning properly..
Planning for Emergency Switching for IN DC
Dear All, Hope Everyone is aware of Nivar Cyclone which is likely to cross near Chennai on Wednesday(25th Nov 2020). Due to this intensity and severe cyclone, we are suspecting there may be some impact to our Chennai DC Infrastructure(Like ISP connectivity,
Current state of SCA compliance in Zoho Subscriptions
Strong Customer Authentication (SCA) is a regulation by the European Banking Authority (EBA), which requires multi-factor authentication for payment gateways. SCA, as detailed in PSD2, was scheduled to go into effect from 14 September 2019, however, your local government may have extended this deadline. Note: SCA is applicable to payment gateways throughout the European Union (EU) and European Economic Area (EEA). Are payment gateways in Zoho Subscriptions SCA complaint? We've worked to ensure that
How to Edit Contact Reply Template
In Zoho Desk. When we reply to a ticket, where do we customize that reply template? We customized all the others, but can't find the reply template.
Pattern Dosen't Match - Schedule Campaign
ScheduleCampaign.php $url = 'https://campaigns.zoho.com/api/v1.1/sendcampaign?isschedule=true'; $header = array( 'Content-Type: application/x-www-form-urlencoded', 'Authorization: Zoho-oauthtoken '.$access_token, ); // Initialize cURL request and set parameters $ch = curl_init($url); curl_setopt_array($ch, array( CURLOPT_POST => 1, CURLOPT_POSTFIELDS => http_build_query(array( 'resfmt' => 'json', 'campaignkey' => $campaign_key, 'scheduleDate'
What is the "Title" field used for?
When you want to add a new employee there is a field named "Title", what is used for? It's a Radio Button field which I don't think is a good choice for Designation Names (as in job titles), so what is the "Title" field used for? And how can you delete a entry once you added one using the plus sign? Please reply!!!
Aptitude Test
Hi, Is there a option where I can put the aptitude question for the candidates who have applied for the job opening ? So that the can access and take the test it via the candidate portal at certain point of time? Thank You
Got locked out from admin account
Hi, I got locked out from my admin account because of the "protected login" feature, which let's login from only an ip, but for some reason I can't log in anymore. Any help?
Mass email contacts with recent QUOTES only
I am trying to mass email contacts in our database that have recent quote activity but have not found any means to select based on that criteria. Our sales rep did not email the quotes he created in zoho using the zoho email application so the last activity
Setup
I received an email that said I needed to save my documents or they would all be deleted in 30 days. It stated that I needed to go to set up. To fix this. I usually only use my iPhone for this app, I can not find the setup in my iPhone, so I tried my
Zoho Mail shared mailbox
Hi, I think this has been raised before, but I'd like to emphasise just how valuable Shared Mailbox feature would be in Zoho Mail. This feature is available in Outlook / GSuite. I have been recommending my clients to move to Zoho Mail (business), however this single feature is proving to be a sticking point. The Shared folders / Group mail has been suggested, but both of them are inelegant workarounds. Thanks
Dynamic Picklists
Hi, Is it possible to add dynamic picklists in Zoho CRM, as can be done in Creator? https://www.zoho.com/creator/newhelp/fields/add-to-picklist-dynamically.html Or is there another way to filter selection, for example of a look-up field?
Zoho Expense phone number hangs up on me
Zoho lists 844-316-5544 but when you call it and press 1 for support and then 4 for Zoho Expense it simply hangs up on me. Does Zoho have any plans on fixing their phone support? Is there a better way to get phone support?
Recent Items
Recent items under Zoho CRM is not updating. It appears to be stuck about a week ago. This is happening across my entire organization.
Allow time to be entered on a task by a user that is not the owner
Our company would like every person to be able to enter time on every task. At the same time we would like to utilize task owners in order to identify the responsible person. Our time is entered via Zoho People. Consider adding an option to allow time
CRM Workflow vs. Marketing Hub
Greetings. There are a LOT of ZOHO components... overwhelming, really. Which to use, how to integrate. I am currently using workflows with CRM to communicate with new leads via online forms that come into my database. Based on Lead Source, various workflow
Deluge Scripts when editing from a report
I have a deluge script that works great when I'm adding a new form entry, but doesn't seem to fire when I'm editing a form entry. The script hides a field based on the input value of another field on the form. When I'm adding a new entry, the field
Using the API how do I determine which warehouses have stock on hand for a specific item?
Business Objective: when creating a sales order via the API, we want to associate it with the closest warehouse that has inventory on-hand (in-stock). Via the API I have the list of warehouses and list of items, and the documentation for creating a sales
Guaranteed Attributes for Various IDs
Hey everyone, I’m writing a program that hooks into the Zoho Projects API. I’m looking to store references to some of the ID strings retrieved from various calls. What kind of guarantees are there for various ID string lengths, types, etc? I’m currently
Cannot enable incoming and outgoing
One of our users mirel@.... has been automatically disabled for incoming and outgoing. Probably for exceeding quota. We cleaned the email but we cannot re enable the account incoming and outgoing. What is the problem??? Please help.
Auto delete Purchase Orders after a certain time
Hey Team, How do I create a workflow to automatically delete Purchase Orders created after a certain time? I am implementing cut off times for creating Purchase Orders and I need Purchase Orders created after 3 PM automatically deleted. I have a webhook
Massive Issue With Select All Statement
We have been building reports in Analytics for some time now, and have commonly been using Select All Statements. Recently we reached our limit of 100 fields synced from a module, so we had to turn off 2 fields we no longer use in order to add 2 new ones.
Can't create mailbox
Hello. I can't create a mailbox, says I need to verify but there's nowhere to do so. I keep getting the following error: How/where do I go to fix this? Thanks.
Unassociate Job from a Candidate
Is there an API call to un-associate a Job from a candidate?
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