Workflow Question - Creating New Task from Closed Task
Hello, I'm working at setting up workflows in Zoho crm. Is there a way to create a new task after another one is closed? In this scenario no record is created or edited. The scenario would be that when Task A is closed Task B is automatically created. Is this possible? -Michael Pierce michael.pierce@constructionei.com
How do I find those setting?
I tried to write support and still no response. After that I req refund and still no reply for that. How do I get refund? by a Paypal case?
Serial number limit
Hello, I would like to ask how you solve the limit of serial numbers, it usually happens that we work with items in the number of 2000+ pieces. We are currently unable to close the store and it appears to us as open. It doesn't work for us in several
Send data from Wordpress Forms to Zoho CRM with webhooks
Hi, Do you know how to send data from Wordpress forms to Zoho CRM modules using the webhook on Wordpress? Creating webforms on Zoho CRM is not an option because the wordpress are already active and it is not desired to change them. Do I need to be generating AuthTokens with the V2 (https://www.zoho.com/crm/developer/docs/api/oauth-overview.html) or how it can be done? Thanks.
domain already exist
I'm try to add my domain to setup Email account but this message appear "domain already exist" my domain is www.mascs.net Please i need your assist to fix this problem
Mass remove contacts from campaigns
Is there any way, within Zoho CRM, of mass removing contacts or leads from a campaign? It's possible to bulk add contacts to a campaign, either from a contact view or from the contact related list in the campaign. But the only way to remove them is one
No puedo accesar al área donde se escribe el cuerpo del corro
No puedo escribir correos, solo me permite poner a quien se lo mando y el subjet, pero no me deja entrar al área donde se escribe el cuerpo del correo
Use CreateTemplate in PHP
Hello, I use Zoho Sign to make virtual sign, and I use this with PHP. So I have this code : $actionMap = array( "field_data" => [' "field_text_data": {}, "field_boolean_data": {}, "field_date_data": {},' ], ); $eachActionMap1 = array( "recipient_name"
Date/Time fields on iPhone Using an Invalid Format and being set 2 Hours early
A user of our app recently noticed that date/time fields were causing problem when a record was updated. When a user clicks "Submit", the app pops up a warning claiming that "Invalid entries found. Please correct and submit again.". At this point the app focuses on one of the date/time fields and shows an error message that reads, "Enter a valid date format for date/start time." The date has not changed for this field, and the format has not changed either. This only happens on iPhone - desktop
Zoho CRM for Facebook - Connect with your Customers!
After the release of the LinkedIn Integration, we now bring to you Zoho CRM for Facebook. Facebook, a social networking tool has its presence in the corporate world also. It is another great way to connect to customers and build business relationships. Keeping that in mind, with Zoho CRM for Facebook, we've brought the Facebook profiles of leads' and contacts' inside your Zoho CRM account. All you need to do is, associate Facebook profiles to your leads and contacts to connect socially with the customers
Upcoming Actions on Record Timeline
Hey, love this feature, would like it even more if the timeline list allowed the Admin to run or stop upcoming actions on a record. This would accelerate my testing of custom functions and many other processes. Moderation Update: The revamped record timeline
Small Lending company set up and flow.
Hello, I recently started using Zoho CRM Free Edition for Google Apps. Our company is a small 3-4 employee lending/microloan business. The process is the following: We get a "lead" who wants to see if they can borrow from us. (They become a "lead") We
Various Things
Hi. Firstly, I like Zoho Assist. I have a couple of things that will make it better for me and certainty will make your product better and others to use. Changing color scheme for banner per department. I have more than two departments now. As intended,
Tiny Tip Tuesday #31
Response Bias in Surveys - IV We've been discussing various kinds of response bias in our previous tips in this series. The fourth type of response bias we're going to look at is also the most common you'll see in surveys: neutral responses. Sometimes,
Users reporting Insufficient Privileges while submitting ticket
Hi, My users are telling me that they are seeing insufficient privilege message while submitting tickets. They are active end users in the system. Now my customer experience is getting hampered. Who will take responsibility? This is seriously annoyi
The Create Account is not vissible / available in the User Details
Dear Zoho, I want to change the Super Admin User to another email adress. I followed your instructions to do that. But I get blocked on the Configuration Screen > User Data > Create User. Problem. I do not see the Create User in the options. It strats
Email Customization, Recurring Meetings, and mobile app updates
Hello there, We hope you are staying safe and healthy. This month we're excited to share some major feature updates with you. In addition to introducing email customization, recurring meetings, and recurring webinars in Zoho Meeting, we have added some useful features and enhancements our users have been asking for in our mobile apps. Let's take a look at what's new: Features Email customization: Customize the content and design of your webinar invitations, registration confirmations, and follow-up
Dark Theme?
I see there is a dark theme for Writer in the reader view, but not seeing one for the regular view for writing. It would be a great help as I often work late at night and even with blue-light filter it's not enough to keep my eyes from burning out of my skull. Hopefully I'm just missing the option somewhere and somebody can point me in the right direction!
How can I improve video quality? We have good quality video sharing in Zoho Meetings but not in Zoho Webinars, please help as we need same good quality for both.
How can I improve video quality? We have good quality video sharing in Zoho Meetings but not in Zoho Webinars, please help as we need same good quality for both.
How can we bring alibaba contacts and emails into to Zoho crm ?
Any thoughts lets have a chat !!!!
All our Recurring meetings are off by an hour!
Here in the USA we had a time change over the weekend. Today when everyone came in, all the recurring meetings that have been scheduled for months are all off by 1 hour! It seems that all the one-time meetings were not affected, only the recurring ones.
Cant verify my domain
Hi I can verify my domain etitrip.com I have tried the txt method and the cname method. My host is names.co.uk What’s the best point of action to get this sorted?
How to trouble shoot program
The program no longer responds to request and picture icon no longer shows up.
I have not received my emails since the 20th of this month.
I have not received my emails since the 20th of this month. Please help me get my mails back. I can send emails without problem, but I am not receiving the emails they send me
Zoho Creator
Dear All, I hope you are well and healthy. I want to ask a brief question regarding Zoho Creator. Is it possible to have third parties accessing the Zoho creator through a web interface and without providing them the right to edit or modify the data?
Here's what you can do with your DocuSign Extension
Contracts, agreements, and other documents have always been an integral, concluding part of any sales process. With the free DocuSign Extension for Zoho CRM, we've made certain that your signing process is entirely digital, and there is no need for copies,
Zoho Mail won't send via SMTP and won't receive from senders that are not from Zoho
We're facing problems with Zoho Mail where we won't receive e-mails from senders that are not zoho mails and we have an application that send mails using Zoho SMTP and this application logs as e-mail sent but no e-mail is being delivered at all. Is anyone
Inventory Adjustment Limits?
Are there limits on the number of inventory adjustments and/or lines in an inventory adjustment per day? The reason I ask is that we keep track of our manufacturing processes via a Zoho Creator app, and the plan is to once per day submit an inventory
Não estou conseguindo enviar e-mail
Não estou conseguindo enviar e-mail, consigo colocar o destinatário, mas não me deixa nem escrever uma mensagem. E quando clico em enviar, nada acontece, nem consigo salvar rascunho.
Zoho Auth
I can t connect to the server with my Zoho Auth App.
Is there a way to allocate a Deal amount across business units?
We frequently have Deals in our sales pipeline that incorporate multiple business units. Is there a way I can allocate the Amount for a Deal across multiple business units? The number of BUs in question could be anywhere from 1-5 for a given Deal, so
change 'Unknown' to zero valu
If data in Aggregate Formula is "Unknown" becouse of no data, is it possible to make it as '0' so my next Formula wont be "Unknown" also?
Having Issues popping emails from multiple hosts
Hi, Beginning this morning, 10/28/20, experiencing issues with poping emails from multiple hosts. Can you please assist as soon as possible. Thank you
How to show a zero value in the KPI widget
I'm using a KPI widget to track week by week sales performance. I have it set up to be grouped by date and then show as latest. My problem is that If I don't have a sale in the last week, the widget takes the value from the week before. How can I configure it to show me a value for the week I need rather than a value closest week with non-zero sales. M
This Week in Zoho News - CRM Zen Show Episode 118
Click here for the latest podcast and news. Zoho News New External ID Field Support In Zoho CRM When integrating a third-party application, developers may want to store the third-party reference IDs in Zoho CRM's records. To meet this need Zoho has introduced
Zoho Analytics API Authtoken - Deprecation Notice
If you are using Zoho Analytics APIs and using authtokens for authentication, please note that the support for authtoken will be deprecated very soon. We recommend to use Zoho OAuthTokens instead, which are much more secure. Zoho OAuthTokens work much
Trying to show data via function using custom related list - what's wrong with my formatting?
Hi, Sent this in via live chat but haven't gotten a response yet, and wondering what I'm doing wrong. I have this code: string FreshdeskTickets(string email) { headerMap={ "Content-Type" : "application/xml", "Authorization" : "Basic XXXXX" }; response
Can I merge 2 workspace from different zoho books org?
Hi , I have 2 different zoho books orgs (2 companys),I want merge 2 workspace tables. How can I do that?
Force or remind users to react based on User/Multi-User fields on Project/Task layouts
We want to remind or force our users to react to do specific tasks (for example approve a new project/task) based on the multi-user/user picklist fields. Could you add an option to these type of fields for them to be used as an automatic task triggering
Subforms : Clearing and only showing matching results in drop downs (pick lists)
I have a script that creates rows in an attendance subform when a training course is selected. So that I can add an employee to multiple courses. It works great, however there is a drop down for each course containing a list of modules - this currently shows every module for every course. I have been able to use deluge to only show modules that are related to the selected course - but this does not work in a subform for me. My Code : for each subRecord in input.attendee_subform { ModuleIDs =
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