How to setup primary email of my website?
Hello, I have created 2 emails for my personal use and 1 for my website but when I send emails it ultimately goes from my personal emails as I want from my website email to go in.
#19 Tip of the week: Connections in Zoho People
Did you know? You can connect your Zoho People account with any third party application that you like. With Connections, securely connect with a collection of pre-configured third-party services or create your own connection in a few simple steps. Learn more.
When creating an invoice in Zoho Project, can we change field of the invoice with custom fields ?
Hi Zoho I use timesheet with Zoho Project. We assign Task to different user. They add Note. We also use Product in CRM. Integration work fin between CRM and Project. When creating an invoice in Zoho Project, can we change field of the invoice with custom fields ? I mean, I would like to show on the invoice each line with the Product (custom field in timesheet or Task - sync with CRM) like this: Product - Task Name - Task Description - Hours - Rate It is possible? When selecting the Show
Disable Email Notifications for Calendar Events
Hi, I add reminders to all my calendar events. This is fine when I am online and using the web UI. However, if I am not logged in to the web interface I get an email notification instead. This is undesirable as the pop notification generates a notification on my phone, and any other open calendar client so I always get the reminder - the email has no value to me. I cannot delete the email address in Calendar Settings > Preferences > Email Notify, nor can I use a fictitious email address and there
How add a tag to many operations ?
Hi, I would like add a tag to some operation from a date to another (from 01/01/2020 to 06/30/2020 for example). Is there a way to do that easily (perhaps with a custom function) ? Thanks
Zobot dynamic text
Hello, I'm building a zobot. To make it as personalised as possible I would like to use the dynamic text. Using %visitor.name% or email is working good, but i've a problem with the %smart.timenow% text. What kind of visitor info is required to use the smart time command? greatings, Jonatan Vrijenhoek
Zoho campaigns API createCampaign returns INVALID_METHOD
Hi there, I'm trying to create campaigns using the API, but I hit this error, that is not documented anywhere. url: ://campaigns.zoho.com/api/v1.1/createCampaign?resfmt=json&... authenticated for v1.1, I get responses for other calls the response I get is: { ["message"]=> string(0) "" ["version"]=> string(3) "1.1" ["URI"]=> string(24) "/api/v1.1/createCampaign" ["Code"]=> string(14) "INVALID_METHOD" ["status"]=> string(5) "error" }
What's New this August 2020 in Zoho Invoice?
Hello, everyone! We are here again to keep you up to date about the latest features from Zoho Invoice. This month, we have focused on updates that can save you time. Read on to see what's new this August. Accept online payments instantly with payment links Receiving payments from your customers is now just a link away! Introducing the Payment Links module in Zoho Invoice, where you can create and share a payment link with customers within minutes. This payment link can be used to collect miscellaneous
Zoho inventory returning "Internal Server Error"
I am trying to push existing data to Zoho via API calls and that is not working. https://inventory.zoho.com/api/v1/items?authtoken=*****&organization_id=***** returns {"code":6,"message":"Internal Error"} To insert, I am doing the following const params = { authtoken: '******', organization_id: *****, JSONString: JSON.stringify({ contact_name: 'Bowman and Co' }), }; HTTP.post('https://inventory.zoho.com/api/v1/contacts', { params, }, (err, response) => { if (err) { return console.error('upload
How to integrate FullContact API with Zoho CRM API?
Essentially, FullContact is a lookup for more information on a person when certain parameters are passed (for example email, name, company). On GET request, the FullContact API should return XML or JSON of whatever available public information there is on a person. What I want to do is a POST onto CRM Leads of that data. I've been looking and trying to use Webhooks from Zoho but have not been able to do a successful POST onto my Leads module. (Probably an issue with the XML formatting) FullContact
How To Get Deals Per Contact?
Is there an extremely efficient way to get a list of Contacts with a Created_Time in a date range, and then get a count of their completed deals? I was trying to do a join in COQL but the docs are pretty hard to follow on this. The next thing we need to know is not only how many deals we did for all the contacts in that date range, but what the sales amount was. We're trying to update a third-party business intelligence dashboard with these statistics. (And yes, we're going to use a cache table between
Notes Disappeared
I have been using the notes app on my computer for several months and never had any issues with it. But yesterday the app kicked me out of my account and when I logged in all of the notes I had taken were gone. I looked in the trash and they were not there. I really need them back!
Shopify Order status "Paid" into zoho inventory sales
Hi Team, I have integration between shopify and zoho inventory and it is pulling shopify orders(paid & unpaid) as sales order into zoho inventory. I am then creating invoices using automation automaticly for the the sales order. While creating invoices using automation, I want to check if shopify order (salesorder in zoho) came as "paid" or not. If Paid then I will mark the invoice status as paid else will mark it invoice sent. But the problem is it is not clear as how to get the order status details.
Zoho Inventory is e-Invoicing ready for India
A recent update shared by the Central Board of Indirect Taxes and Customs (CBIC) confirms that the much-anticipated e-invoicing requirement will be implemented in India on 1st October, 2020. If your business has a turnover of more than 500 Cr INR every year, then it is mandatory for you to register for the e-invoicing facility and use a system that supports this functionality. This new rule means that you have to generate e-invoices with systems that have a built-in e-invoicing function. Then,
Lengthen Fields in Books Invoices
Our Project Names sometimes extend longer than the field in Books Invoices. I have tried for a couple of days to change the field length with no luck. Attached is a photo of what is happening. The name of this particular Project is Texas A&M Athletics Training, and you can see it takes up two lines. I would like it to all be on one line. Some legal cases can take up to 4 lines. Thanks in advance. -Craig
Ability to add emoticons to notes fields
Hi, We gather feedback from our clients through a number of methods but when we paste in content that includes emoticons into a multi-line field in Zoho CRM, the emoticons are replaced with a ? This often means we lose the meaning of the clients message.
The Slash Command Series - Types of Command Suggestions
Hi Everybody! I hope you guys tried the /zdocs command and now have an idea of how command suggestions with click to execute work. If you have no clue of what command suggestion is, I recommend you to take a look at all the Slash Command Series posts, especially the one on Command Suggestions ! This post is all about the different types of command suggestions. Customise your command suggestions Did you know you could customise your command suggestion list with a title, description, image? Well,
Unable to find Facebook direct messages > to convert to tickets...Isnt this feature available yet?
Unable to find Facebook direct messages > to convert to tickets...Isnt this feature available yet?
Question on Workflows and email tickets
I was trying to set a workflow for email tickets to automatically go to close status if they contain a sentence in the body of the email. I could not seem to make it work. Is this possible in Zoho Desk and how do I create that?
How to use pagination when getting records through a COQL Query in Zoho CRM REST API V2?
When I send a COQL query POST request to this endpoint https://www.zohoapis.com/crm/v2/coql?page=2&per_page=10 with this body { "select_query" : "select Last_Name, First_Name, Modified_Time from Contacts where Modified_Time >= '2020-01-10T00:00:00-05:00'", } I get 75 results. How do I properly paginate results when getting records through a COQL Query? According to this link pagination in API V2 should be possible: page: To get the list of records from the respective pages. Default value is
Global round robin for all departments
Hi Team, Currently we have several departments in Zoho Desk, and some of our staff are across multiple departments but there is a challenge with round robin, Round robin only looks at the certain department so for instance if an agent got 20 open tickets in "A" department and 2 open tickets in "B" department while the rest of team members in B department got like 10 open tickets then the department "B" round robin is going to give more tickets to the agent that only has 2 open tickets to equal it
Badger Mapping
Has anyone attempted to integrate Zoho CRM with Badger Mapping or any other mapping software?
SMS Integration for Enterprise CRM
Hi can someone help with the following: I need an SMS extension that will allow: 2 way SMS sent to leads A copy of the message to appear in the Notes section of the lead Replies to either come to the CRM or to the users Mobile Phone Configurable sender ID Can anyone suggest an extension that will allow this? Thanks
Salesforce integration user ID cannot be changed
We need to change the Salesforce user ID when integrating with Zoho forms. Removing the integration and re-applying to any form - even a new one - does not allow us to use a different Salesforce user ID. Could someone from Zoho please help with this issue as it appears to be a fault at the Zoho end. Thanks.
This Week in Zoho News - CRM Zen Show Episode 112
Click here to listen to the podcast. Zoho News Customize your WorkDrive Layout Preferences You can now choose a theme (3 so far), customize your view and sorting options, and set a preferred default landing page. The Zoho People September Newsletter Is Out A nice round-up of all of the Zoho People News and Upcoming webinars New CRM Image API Codes Zoho CRM offers an option to upload images for a record. When a user uploads images, Zoho checks if the record meets the configuration criteria, and validates
form.submit
Hi, I'm using the Zoho Creator for an inventory management application and have found most things really awesome. I require to do an auto submit of the forms once all the fields are filled up correctly, something like a form.submit in Javascript. Is there a way to do this ? Is there a "force submit" counterpart of "cancel submit" ? Is there a way we can embed our own Javascript to do this ? Thanks, Zainul.
GMail and Zoho Recruit Sync
Hi and good day, My organization would like to see emails that are sent to Candidates within Gmail synced to the Candidate Profile and show up under "Emails". Is this already possible? If not, is a sync like this in the works? Thanks, Luke p.s. We can and do send emails using our Gmail accounts thru Zoho, and those do show up on the Candidate Profile. I'm asking specifically about an email composed and sent in Gmail.
Zoho Docs Trash
hello! How long do the deleted documents stay in the Zoho Docs trash before it gets permanently deleted?
Zoho Bookings and Syncing Office365 Calendar
Does Zoho Bookings sync with MS Office 365? I see that it syncs with Google calendar and zCRM / zCalendar...but not MS Office 365? If not, is it in the pipeline?
Ask the Experts - Zoho Inventory #24: 5 hours of live discussion on the integration between Zoho Inventory and Microsoft Office 365
Hello all, Hope you are all well and safe. Microsoft is an everyday solution preferred by many of our users and we are glad to bring you an episode discussing the Zoho Inventory and Microsoft Office 365 integration. This integration helps companies who use Microsoft Office 365 for their daily office operations. With this integration, you can fetch every user and contact into your Zoho Inventory account from Office 365 and easily manage the user roles in Zoho Inventory to protect your account
Add tax to subtotal
Hi, I would like to know how I would go about setting up an invoice template to be able to add tax to a subtotal. The current tax settings seems to work out the percentage of tax from the subtotal (i.e. inclusive), but In Australia GST tax is added on top of the subtotal with a grand total displayed beneath. I've tried both the Grand & Spreadsheet Plus templates without much success. Is this possible at all? Many thanks in advance.
Unable to Access my Zoho Invoice account
I erroneously removed the main email address for our Zoho Invoice account during a Zoho Mail setup and now I can no longer login to the Zoho Invoice account to which the email is associated. We had recently made a payment for the Zoho Invoice account in question and now we are unable to use same due to this issue. I'm really stuck and would appreciate if any could provide a timely help with this issue. Thank you.
PDF from Page properties
Hello, I am generating few tables using page from different forms and reports using HTML snippet. But when i try to export the page as pdf i receive the the following view which the file i have attached. Here's the code: <%{ fet_UpperWear = Upper_Wear_Garment_Stock_Report[Stock_Location.contains(param_location)]; fet_BottomWear = Bottom_Wear_Garment_Stock_Report[Stock_Location.contains(param_location)]; fet_KidsWear = Kids_Garment_Stock_Report[Stock_Location.contains(param_location)]; fet_Accessories
Delete Old UI Sites and Move Pages on New UI
Hi all, Hoping to get a couple of sites launched in the next 12 hours or so but having a few issues. Sent off an urgent support request this morning but hoping someone here can help with the non domain issue (i'll include the domain issue anyway in case there's an easy fix): I'd like to delete all websites linked to my Zoho Sites account apart from my newest one (newest site is new UI, all others are old UI). I'm unsure how to do this, when I looked at the Help Centre I could only find a guide for
Extract the Lead ID that was converted into a potentials via API
When a Lead is converted into a Potential, I would expect the Lead ID is stored within the potentials table. However, this fields is not currently not available within the API. Is there a way to access this information via the API? Thanks.
PDF Export Button
Hi Zoho CRM Community! I am working on the final stages of deploying our quoting module and have hit a few snags. First, our team will be using a different template for each sales channel (Domestic Direct, Domestic Distributor. and international) because the system does not allow any dynamic content generation. We have different fields and models we display to each customer group for various reasons. Reviewing the community board I see a work-around utilized within Zoho Creator, but the work-around
Rich Text field in Potentials entries
Hi, Potentials entries only have a plain text Description field. I absolutely need a Rich Text field in my Potential entries. How can I get this? I need a rich text field in Potential entries because I need to be able to bold/underline the important elements
Linking Workbooks Together
I have a sheet with 4 workbooks in it. Sheet 1, sheet 2 sheet 3 and sheet 4. What I am needing is to set a patter in workbook 4 that is goes down the rows (sheet 4) as Row 1: =Sheet1.A2 Row 2= Sheet 2.A2 Row3= Sheet 3.A2 Row 4= Sheet1.A3 Row5=Sheet2.A3 Row6= Sheet3:A3 and the pattern on and on. When I keep dragging I will get a few in a row then skip then a few in a row correctly. Is there a way to get this pattern to allow me to just keep dragging down as needed?
Calculating Cost of Goods Sold per invoice
We sell services and most of the time, the service we sell is partly outsourced. For example, when we organize an event for a client, we hire freelance staff for that event. I would like to see the cost of staff per event invoice- how do I do that?
How to record and expense and Owner drawing in the same transaction
Good Morning, I cannot work out how to allocate a bill to both an Expense account and a Drawing (Equity account) in the same transaction. I have a home office and part of the expense is for the home office and part is for the home (not a business expense).
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