Executing a task completion based on email sent
We use email templates to send emails to prospects. We forgot to mark a completed task "email sent" for those contacts we sent the email to, is there an efficient way we can lookup these contacts and do a mass "completed task" so there is a record in activities? We can run a report for the the contacts that received the email but we are lost as to how to mark a completed task for those contacts.
EU Data Centre planned maintenance 27 September
I have seen a message when logging in today that there is planned EU data centre maintenance on 27 September. Will the system be unavailable during this time? If it is unavailable, what will be the customer experience? The message doesn't say or have a link to click for more information. Thanks for your advice.
Can't Access Google Authenticator and I don't have Verification Codes
Hello, I can't access Google Authenticator because I changed phones and I don't have verification codes. How else can I log into my Super Admin account? Please help me.
What can be done about zoho running very slow today?
Our zoho is running very slow on all computers.
How to carry data over from website contact form into ZohoCRM to show that lead source is from Facebook?
When a contact form is made by a prospect, it will automatically show on the CRM as "Web Enquiry". But what if that lead actually came from a Facebook Ad that we are running. How can we automatically carry data from Facebook to website then to ZohoCRM to show that the lead source is from Facebook? Thanks
Kaizen #48 - Related Lists and Related Records #API
Hello everyone! Welcome back to another post in the Kaizen series. This week, we will discuss everything about Related lists and records. In this post, we will cover the following: What are related lists and related records in Zoho CRM? How to retrieve metadata of related lists? How to fetch the records of a related list? How to add/update records to a related list? How to delete a record from a related list? 1. What are related lists and related records in Zoho CRM? A record usually contains extra
Planned maintenance of our AU Data Center: September 27, 2020, 8:30 p.m to 11:30 p.m AEST
Dear customers, As part of our regular maintenance at our Australian Data Center, we'll be switching our apps from 'primary' to 'secondary' data center on Sunday, September 27, 2020, between 8:30 p.m and 11:30 p.m AEST. While we carry this switching out, all Zoho services will continue to remain operational. We do not expect any major interruptions and you should be able to use all Zoho services during this maintenance period. We'll make an update on this post once the maintenance is complete. In
Is it possible to match the people that liked our page with contacts in the CRM?
Hello! I would like to connect our contacts in the CRM with their profiles in Facebook. How can we achieve this? Is there a way to do it through the likes in our Facebook page? So far, I have been only able to match with contacts or leads that sent us a direct message via facebook. Most of our contacts do not contact us that way but then they go and like our page. Is there a way I can do this? I would like to have their social media profile picture in the CRM contacts picture. Best regards,
Making and exam/test on Zoho Survey
I love Survey, but I want to create a test for some students and email it to them using Zoho survey. Is there a way to input correct and incorrect answers, so that the report marks the answer as either correct or incorrect? Also, is there a way to have the app collate all the answers and give an overall score/result? Thanks in advance.
How to set a predefined kanban view filters
Hello! I was unable to find how I can set a pre-defined filter for the layout ont he kanban view of our Deals module. I was able to create a view, and modify its settings, BUT every single time we refresh, it keeps undoing the filters. We would like to have them always filtered by the same features, such as layout and/or pipeline. Every time we refresh, all the pipelines are shown and all the layouts. It can get a bit annoying and I do not know the name of this section to find a better instruction.
Calls in CRM
Hi We used to be able to make certain fields mandatory in the Calls module. Now with the changes, we are no longer able to. We had description of call marked as to our business was pointless just logging calls for the sake of logging a call. We needed to know what the call was about and any follow up. Now we are getting 100s of calls logged with no description and its getting very frustrating. Not to mention, your Mobile app is set wrong when logging a call - trying to tell people yes, type
Undelivered Mail Returned to Sender, Bounce Email API Response
I've a web application where I send my emails through zoho mail, I wanted to know is there a way to receive api response on undelivered / bounced email to my laravel based web application or do i have manually log into zoho mail and check what emails are being bounced/undelivered, please guide
Zoho Mail Attachment
We have a problem sending the attachments (encrypted to prevent the practice of piracy) to students, we noticed that the PDF attachments that students receive are coming in a strange format and with different names (images of sending and receiving the same file below) We would like help to resolve this attachment problem, as we realized that when sending the same attachments via Gmail, this problem does not occur. attachment sent same attachment received
Report grouped by Month
Folks, I have a problem with Reports, that I cant believe Zoho can not do it. I have to create a report of prospect grouped by Month and Sale Rep Name. I can not group by Month . How can I do it? Moderation Update: With the revamped Reports, the option
Other connections than Facebook ones in "Connections" screen
I think at this screen "Connections" we are missing other social media channels like Instagram (Youtube, Pinterest when added)
Monitoring Instagram accounts
Monitoring Instagram accounts feature request
Brands' results comparison and "Brands' Health" KPI
Hi! I am wondering if it could be possible to have global reports and KPIs to include all or selected brands and for last 7 days, 15 days, 30 days, actual month, previous month, this quarter, previous quarter and custom period including last 3 years It would be great if we have at Zoho Social a screen showing wihich brands are going fine, equal and bad deppending of their results of last days compared with previous period (selectable period) thanks
Split view candidate assessments
Is it possible to have the candidate assessments on the candidate page look the same as the interview evaluation page? This would mean having the candidate profile data on the left and the assessment on the right. Its impossible to complete some assessments if you can't see the profile data. Below is an example of what would be a great feature for the candidate assessments.
Authorized Client Users
We have a lot of users in our CRM per client, but not all are permitted to contact the support team via Desk. What is the best way of lableling or identifying who does and does not have permission to contact us (via email)? I know via the help centre we can set it up so they must be invited.
How to Customize the "Invite Email" Template?
We need to update the invite email that gets sent to customers when they are invited to become end users. I can't find this email in the list of editable templates. Does anyone know where we would go to edit it? Thanks!:)
Community forum API
Hello, Another question about the community functionality in Zoho Desk. I am looking for all the ways to promote the usage of community for our clients. Onу of the measures is to display 5 latest topics from Community forums on our website. How can I do it? I did not find any API methods for this. Do you have REST API methods for this or anything like a prebuilt widget? What would you recommend to display topics from the community on our website? Regards, Andrey
Zoho desk emails always gets market as spam by users in Office 365
Hi there, I'm trying to find out why emails from Zoho Desk always get classified as spam with customers using Office 365. Every new customer I put on board when receiving notifications by email, they get flagged as spam. Is there anything that can be done about it? the emails come from @eumails.mailer-zp.com
Problem with pdf attachment on mail
Greetings, If I send a mail with a pdf attached from Zoho to a gmail account the gmail gets a rubbish file (Screenshot ) , this only happens when the Drag and drop.
Remove users IP from Header when sending password authenticated emails using zoho SMTP
To Zoho Support I notice in this thread https://help.zoho.com/portal/en/community/topic/sender1-zohomail-com-blocked-using-barracuda-reputation that Sivaprasad has indicated that a users IP address that is in a BL in sending an email through the zoho server is considered as from a BL by Barracuda. This is evidently due to zoho retaining the users IP in the header. I would strongly recommend that if a user is sending email using password authenticating through the zoho smtp, then zoho should not be
Mass update notes
Is it possible to add notes to two or more leads simultaneously?
LOGIN REST api for Zoho CRM
I'm developing a mobile app which is using Zoho CRM apis i.e fetching list of CRM users, records and insert record. Is there any Zoho CRM api for user login? I've generated access token from web portal able to get response of insert/get records apis. Before accessing all these records, to validate users credentials(email id and password), which api should be used? Note: I have checked generating access token api which inputs password which will be generated from web portal. Account password can't
Sign up form submission on same window
hello. is it possible when someone click on the submit button not to open a new window but stay on current window? should i change something within the form code? thank you
Enhancement to client estimate signing in the Zoho Sign-Zoho Finance integration
Hello, We're happy to announce the release of a widely requested enhancement in the Zoho Sign-Zoho Finance integration. Users can now send estimates that can be accepted and signed by clients directly from the emails they receive. This enables clients
Zoho sync with WooCommerce
i need to sync every thing happened inside my inventory to woocommerce plugin as whenever i create new contact in zoho it will also be created as customer in woocommerce
How to view reports by date modified of a certain field?
Hi I have a field I entered which is called "status" under contacts in which sales reps should place updates. Now I want to issue report to show me all contacts in which "status" field was modified between certain dates. this is not last modified date or last activity date - as this is shown for the entire contact. I want only to a certain field. i couldn't do this under criteria as it doesn't show the option to before/after certain dates. tnx
Rules of supervision
Dear,
I have a problem with the rules of supervision:
I have a rule that says "Hours since the status update" is 63 hours. But he is not respecting me since I have a ticket that changed to a state and after 63 hh I do not change to the state that I asked for.
Please your help in configuring or what? NOTE: I have rules that if I work with the "is"
Unable to upload data in one of the Forms in Zoho People
Hi, I am trying to upload partial data to one of the forms in Zoho People. Instead of updating an existing record, it is showing that a new record has been added. Also, the newly added record is not there in the system. Kindly help. Swarna
Accessing code for Form
I'm having trouble finding how to view/edit the code that makes forms work. I'm trying to make a data tracking application that will be supported by database.
Can't receive E-mails even after updating MX & TXT records
Hi, I have an email account but I'm not able to get emails even after updating the TXT & MX records. Waited for 24 hours to take in effect but still not receiving any mails. Please help on this
Is it possible to assign Gravity Forms field to Tag in Zoho CRM
I've created a form in Gravity Forms, integrated with Zoho CRM, and all is working except the checklist (business skills, workplace skills, etc.) https://www.successperformancesolutions.com/elearning-contact-form/ Is it possible to trigger tags for these options or what other solution? I tried used an open text questions but it only populates the last one selected
Markethub - only work with Leads Module?
Hello, I am a Zoho user, and currently do no use the Leads Module. All of my "leads" come into the Contacts module with a designation of lead. I can change their designation at any time. Does Markethub only work with the leads module? Or can I set up similar functionality so that it works with Contacts? Thank you.
What is user_token in context of ASAP Widget for Zoho Desk?
userInfo :{ token : "tokenValue" } Assume this part of the asap widget JS object part. What do I need to place instead of "tokenValue". If I need to generate it with JWT secret, what should I use for a token before encryption? I read the documentation but didn't get what is exactly this token is? Is it unique for each user? If yes, then how to generate it. I can encrypt anything with JWT, but what data do I need to encrypt with it? Can you show me an example?
Reply to ticket from an external email application
We use quickbooks to send an email with invoice and a link. The only way we know how to get into the ticketing system is through by bcc our ticketing email and then merge the ticket. The emails to our ticketing system is also being collected in Outlook, I found out that if I reply to the ticket directly via outlook and bcc our ticketing email it will correctly attach the reply to the ticket. The question is how do we get an email sent via QB email to automatically attach to the ticket. We tried
Updating customer shipping address via Zoho Inventory API
My client is looking to add a functionality that will allow Zoho inventory to automatically update the City, State and Country fields on a customer record based on a zip code that they've entered. For example - if they enter 92705 as a zip code (US zipe code) the system will automatically update the following: City: Santa Ana, State: California, Country: United States I was able to write a custom function that looks at the customer record, and calls the google maps API to retrieve the City, State
Migrate from Quickbooks Desktop to Zoho Books USA
Have any of you made this same migration from Quickbooks to Zoho Books? Looking for any pains or gains related to this. Please share any details as we evaluate this scenario. Thanks to all!
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