b2b AND b2c Setup
Hello: New to zoho here and just trying to get set up and wrap my head around the system. We sell 95% B2B but the occasional B2C. In other words, in most times, we have an account with a contact. How can we utilize the system to also include the occasional direct sale to an individual? Any tips for this hybrid scenario? We'd like to set it up properly before starting to add all the data. Thanks!
How to display contact name AND product info in the same DESK report?
I need both of the following columns in a single report: I am able to obtain each one of them independently, but can't seem to find a way to include them both as column-items in the same report. I need a report that displays open tickets, and has columns that display the Contact Name and the Product associated with a ticket. Is that possible.
Mail no longer syncing with e-mail client
I have been using Zoho Mail in conjunction with Outlook and all has been fine for a while but since this last Saturday all new e-mails for all of my Zoho e-mail accounts have stopped appearing in Outlook. They are still received fine in Zoho but not Outlook. I had assumed that the problem was with Outlook but I have tried a couple of other clients (Mailbird and Thunderbird) and the same happens, no new e-mails after last Saturday. Any help, suggestions, solutions much appreciated.
Getting a wrongly sent email back
Hello everyone, can I somehow retrieve back email that was sent (for example) to ifno@example.com instead of info@example.com? After I (hopefully) get it, can I set a redirecting/resending/something like that? Thanks a lot, Matyáš Jan Kudláček
Unable to setup/access via Thunderbird
I am unable to complete account configuration on Thunderbird. I've previously had it setup just fine. I modified settings to use imappro.zoho.com, but when it attempts to connect, it prompts me for password. I've reset my password, but still no success. All settings are correct when compared to various config guides. Any guidance is appreciated.
Woocommerce!
I just noticed that Woocommerce is now available as an app inside of Flow. Yahoo! We'll have to see how things work, but this has the potential to really make my integration a whole lot easier. Thanks Zoho!
Weekly Trigger for workflows
ZOHO only offers monthly or annual triggers for all workflows. How do we work around this? We have a huge demand for weekly workflows.
Replay of Failed Tasks
Any plans to add automatic replays of failed tasks like Zapier? Right now, if a task fails, there's no notification or way to know without going into Flow and looking. Notifications are only made if a task fails three times consecutively, and then there is no way to easily move the data that should have been moved. It seems like failed tasks should auto-replay at least a couple of times if they fail initially.
How do I link to the related Zoho CRM record in a Zoho Form notification?
In Zoho Forms I would like to send a notification that a form was submitted and include a link to the related CRM record (they are currently integrated). I see that I can create custom links based on fields but no Zoho CRM record ID is shown as an option.
Configuring Flow - Creator Connection
I have been trying to update my Flow's .getRecords function script which I use to get information from my Creator App and send them to a Webhook, but it doesn't seem to be recognizing my connection. "connection doesnot exists" I have set up an All Functions connection within Flow as well as a connection in Creator with scope. Am I missing something? How can I get Creator record info to Flow?
ZOHO mail doesnt work
I signed up for a zoho mail account couple of weeks ago but no emails are received. I have tested it with several other emails and zoho does not receive any email. The spam folder is also empty so they are not going there. I think if you want zoho to be successful you need to fix this most basic function. Ridiculous.
Notebook app Photo editing features
Hi , Zoho notebook photo editing features which are available on web are really good. However, the problem comes in while using app because that features are not available and if our sales people are in the remote areas and they try to upload the picture , it takes lot of time to upload on web. Therefore, I would suggest if you could please add all the web features in the app that would be great. Please find the attached copy for the reference
New Features rolled out on Oct 06, 2020
Switch Chart Axis Dynamically Interactive capabilities of charts has been further enhanced with the new Switch Axis feature. Now you can switch the X-Axis column dynamically as required and view the chart in different dimensions. Click here to learn more. Set Alternative Text for Web URL in Grid Views From now on you will be able to display an alternative text for Web URL columns, instead of actual URLs, in the Pivot Tables and Summary Views. This can be set as part of the column formatting,
{"code":4,"message":"Invalid value passed for bulk_update"} while creating invoice
I am trying to create invoice on submitting a form built in PHP and below is my code : curl_setopt($ch, CURLOPT_URL, "https://books.zoho.in/api/v3/invoices?organization_id=60005986825"); // curl_setopt($ch, CURLOPT_POST, 1); // curl_setopt($ch, CURLOPT_POSTFIELDS,
Sandbox Available For Trial Editions
Hello everyone, Users in Enterprise, Ultimate and CRM Plus trial editions can now create Sandbox accounts. Below are some important details: Deletion of Sandbox account: The Sandbox account will be deleted after the grace period of 30 days if the user or org downgrades to free edition or other editions that do not support sandbox. Refresh Sandbox: The trial users will not have the option to refresh Sandbox. The option will be disabled for them. When Sandbox account will not be deleted? In two instances
Updated values imported from CSV not visible in Timeline?
Hello, When importing a CSV file to update a current record, changes that are applied do not appear in the Timeline. Is there a way to make the changes show in the Timeline? For example, you have an account called XYZ, which was originally named ABC. I'd import the account with name ABC first, and then import a second file with the current name. The name shows XYZ after the second import so the account was updated, but there is no record of the field change from ABC to XYZ. I don't care that the
Do you support the autoconfig service?
If so, can you point me to resources on how to set it up? While I did set up autodiscover, I couldn't find anything regarding autoconfig. If not, is there any plan to support it in the future?
2020 10/6 – germany: can't receive mails (webmail) – server down?
2020 10/6 – germany: can't receive mails (webmail) – server down?
Cannot receive any email from the other
Dear sir/madam I have created a new zoho mail for my job 8 days ago. ID: 725557042 I can use this zoho mail address to send to other email, but I cannot receive any email from other. When I use other email to send mail to this zoho mail, it appears this mistake: "hot unreachable". Please help me to configure. Hope to hear from you soon, Thanks and best regards, Sandy
Quickest way to record payments
Background - We have just started using trialling Zoho CRM. We are a language school with 12 branches. Each school has over 250 students who pay each month for lessons. Currently there is no automated systems for recording payments (this will hopefully change in the future). Previously using Excel we could quickly go through the bank statement and note down payments at the end of the month. We would like to be able to track payments in Zoho so we have am idea of customer value. Recording a deal
Can send but not receive emails
I can send emails but not receive them through my domain? Can anyone help please?
Can I get the weekday from a date in an email template
Hi. I've created an email template associated with Deals, and I can use it to get information from the Deals module for example. I would like to get the weekday for a date variable. So, for example I have a variable ${Deals.Workshop Start Date}, and I would like to get the weekday for that date, so that the email will say, for example 'Looking forward to meeting you at the workshop on Thursday'. How could I achieve that? Is there a global function I can access from within the email, or could I create
Revamped Analytics module is now available in the latest version of Zoho CRM Android mobile app!
Hello All, In the latest version (v3.5.0) of the Zoho CRM app, we've completely revamped the Analytics (Dashboards) module both in its appearance and functionality. You can now get a complete overview of your entire sales process and also drill down the finer details on the go. We now display all the Analytics (Dashboard) components in the CRM mobile app. The newly added components are: Quick Charts KPI Heat Map Line chart Comparator Anomaly detector Target meter Funnel Cohort Quadrants
Zoho Creator and Document Server
So I am designing a website through Zoho Creator and using Pages. There are documents that are connected to the CRM and others that do not. Is there anyway to fetch the PDF of a Purchase Order or Invoice directly using APIs? Otherwise, we would have to use the Documents Portal inside Zoho CRM. How do we restrict access to Documents based on the Customer Portal (Not Users) and its permissions (assuming we will do the fetch based on a URL given by the Documents Portal inside Zoho CRM)? For our documents
Projects - Change Administrator
I don't see a way to change the administrator. In a very fluid and growing organization, I hope we are not stuck with the admin we started with? Is there some sort of work around for this?
Please add ability to see Project Issues (Bugs) to My Tasks view
Would love to see Zoho Project Issues (Bugs) in the My Tasks view. It makes no sense to show Zoho Projects Tasks, but not Issues. We need to see both. Thanks!
Photos keep disappearing
I add a photo and see it in the creator database. When I go back for any reason it is gone and I must put it in place again. IF I have two photos same record, one will disappear and newest remains. Each has unique name, but similar location.
Video Tip #18: Manage all your email attachments in a single place
Hello everyone! We're back with another helpful video tip for you. Today's video is about storing and managing all your Zoho Mail attachments. Email is one of the first tools any business would invest in. From lead generation to signing off on a deal,
Zoho Phonebridge to customize auto call log for missed call
Zoho Phonebrige Customization options: Are there option available in Zoho Phonebridge to customize auto call logging feature for missed calls Any option for customize activity call subject structure in PhoneBridge
Job Role on outlook signature
kindly help change the job role on my outlook signature to show "Account Assistant - Inventory" instead of "Admin Assistant" . thanks
Desk-Projects Integration Add-On : Resource Utilization Settings
I just saw that you did introduce a new integration add-on on the marketplace for Zoho Projects. The settings which are offered on the Desk integration screen seem to be sufficient at the moment but I still have a crucial question. The setting page doesn't show anything about resource utilization restrictions. I'm aware that this is a feature on Projects available starting with the Premium subscription but yet I think that it should still be present during the setup phase for those membership levels.
Convert Stage Id to Stage Name
When querying the Stage_History of a record it returns { ... "Stage": "33354123000061234" ... } How do I go about converting that Id into the display value?
Converting client users to company users
Hi I wonder if you can help? I would like to give greater access to the projects I am working on for a client. Can I change a customer user to a client user - that is to give them the additional functionality of a "manager" in company? Is there a downside to offering this level of visibility? (All tasks are set to external visibility as all work is visible to this client.) I only want them to access the projects module, not CRM, Books, etc. I think that this would be the case is they are company
WFH Tip: 25 What is Zia Skills and what are the three ways of answering visitor queries using the platform?
WHAT IS ZIA SKILLS? It is a conversational bot building assistant that uses natural language understanding to process and perform skills and actions to respond to visitor questions. Zia skills platform lets you build bots that are capable of more than just merely answering the visitor chat requests. The platform is smart enough to perform operations dynamically, fetch necessary data from SalesIQ and process it to construct contextual answers, and much more. More importantly, Zia skills can be developed
Vendor Bill as Credit Card Payment
I'm having an issue figuring out the right way to handle the following scenario: I have my AmEx CC account established with bank feeds. I have my business checking account established with bank feeds. I have a recurring BILL (vendor is AmEx) to pay my AmEx on the 1st of each month. When I "pay" the AmEx by recording a payment against the bill, it correctly debits my checking account as a vendor payment to AmEx. However, it does not record the payment in my AmEx CC account. Fast forward to my bank
Zoho Sign: Active Signform limit reached
This one got me confused. Everytime I search it I see info about RESPONSES from signforms being limited by automation credits but nothing about a limit of active signforms. We ran into a problem where we need another signform and we cant make one due
What's New in Zoho Payroll [Indian Edition]: October 2020
Hello everyone, We are delighted to announce a timely and important feature update in Zoho Payroll for this month: you can now pause loan deductions temporarily for employees. Read on to learn about this and our other interesting enhancements for this month. Pause loan deductions During difficult times, like the current economic disruption, you may want to support your employees with some financial relief measures. One such measure would be to pause loan repayments temporarily until the situation
Zoho Meeting Updates: Bug Fixes in Meetings and Webinars, and Desktop App Enhancements
Hi there, We hope you are all safe and well. Following our previous feature release, we have added some enhancements and bug fixes for the improved functioning of Zoho Meeting. Let's take a look at last month's updates: Online meeting updates The microphone button remained active even when a user switched to phone audio. This issue has been fixed. An error caused the microphone status of participants to be wrongly displayed in the meeting toolbar and the attendees list.This issue has been fixed.
CRMのタスクのステータスにキャンセルを追加したがオープン扱いになる
表題のとおりですが、 CRMのタスクのステータスに「キャンセル」を追加しました。 理由は、予定されたタスクを追加しておいて、理由によりタスクを処理する必要がなくなったケースが生じるからです。 追加したキャンセルを選んだだけだとオープンのままになっていますので、ダッシュボードでもその他でも未完了としてリストアップされてしまいます。 わざわざ完了ボタン（日本語訳も変）を押さないといけないのでしょうか？ 値と内部状態（オープンかクローズか）が関連していない、できない仕組みだからと思われます。 商談以外のステータスは単なる値一覧なのでしょうか？でしょうけど。
CRM Blueprint: Wrong next step selected
How can we manage situations where a user accidently selects the wrong Transition when using a blueprint? In our version of 'Lead Nurturing', there are a few stages where there are multiple options (including 'Not Interested' and 'Dead Lead'). If a user accidently clicks the wrong one, how do we reset the value?
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