Can i view tasks in calendar view in zoho crm?
Can i view tasks in calendar view in zoho crm? Moderation Update: Viewing Tasks in the Zoho CRM Calendar is supported. Read more: Enable Calendar preference for Tasks
CRM/Finance integration sync settings not allowing field selection
I'm setting up my CRM/Finance integrations and for some reason the Rate field in Finance sync settings for my products isn't allowing me to select a choice from the drop down, it's grayed out and won't let me make a selection. Any ideas why this may be?
If you thought e-signing was easy, we just made it a whole lot easier!
E-signing has significantly transformed the way we sign, from bulk signing contracts to sending documents to other parts of the world for signature collection. However, it involves more than just digitally signing a document. First, the document has to
How to track sent emails in ZOHO
I recently configured my gmail account within zoho. I want to track sent mail to my contacts and leads that I send from ZOHO. How can I do this and what other benefits are there to sending leads/ contacts from the CRM? Thank You
Create a Recruit's report using different modules
Hello, is it possible to create a report from Zoho Recruit that contains data from different modules? For instance, create a report that has information from the Job Openings module and also from the Candidates module.
Permission to assign a record to another user
Dear Sir/Madam, We have recently noticed that users do not have the permission to change the field "Account/lead owner" and to assign records to each other. We did not do any changes in the setup. Previously they could do this changes themselves now only the admin can do it. Please tell us how can we solve this problem. We would like each user to have the permission to change that field. Best wishes,
Defining Field constraints for Template Text Field
I don't seem to have the ability to set a limit on the width of text in a form. Regardless of where I set the actual text box, it expands outside the desired text area. Is there a way to limit the width of text when using this field in a Sign templa
Shared user can't see certain records
Hi I have a shared spreadsheet with two other read/write access users. In the spreadsheet, there is a sheet that is data entry sheet that one of the user inputs data (we will call her User A). Few days ago, User A all the sudden could not see any data above a certain row (but can see row 1 which is the header row) that she inputted. The rows were not hidden or filtered. However, when the data is copied over to a later row in the sheet, user A can see it. User B (the other user with Read Write
Cannot update Contact Field values via API after renaming them
Hello. I think we have recently stumbled upon an issue/bug from your end. Our team is using the Upsert Records endpoint for Contacts in order to insert or update them. We are using a custom layout. After we rename an already created field (Single line) of the layout we will be unable to update the value of it for every contact through the API call. We can only update it if we use the Old name (the one we had set before renaming it, which does not make sense) For example if we created a field and
Signature for community members
Community members don't have the ability to define the signature which will be used in their posts. To use my own example, I'd like to be able to add the same signature to every post that I make. At the moment I'm copy pasting the custom HTML code I've created every time I post. This is time consuming and having the ability to define a signature in my profile would be helpful. Best regards, Mladen Svraka Zoho Certified Consultant and Authorized Partner Email | Web | LinkedIn
Survey icons
Are the survey Icons (smiley faces etc) AODA/visually impaired compliant?
Email not being received
me and my collegue are not receiving all emails.
Integration with Facebook Messenger
Hello, Is there a way to integrate Zoho CRM (ideally free version) with Facebook messenger so that I can communicate with customers through Facebook messenger without having to leave Zoho? Thanks, Malcolm
Zoho to Facebook Messenger integration
Hello everyone! I'm going to launch a Messenger chatbot from one of these templates I'd like to ask you if someone have already integrated FB Messenger with Zoho?
Tracking Cheques issued as Security Deposit for loans taken
All Banks and Lending Institutions require a signed security cheque for the disbursed amount with the words "Not Exceeding INR ____" ( and the INR amount will equal the sanctioned amount - even if it is INR 100 lakhs). Does Zoho Books have any utility to capture the entry of such cheques which are to be recorded for tracking but as per GAAP they are not supposed to impact the Bank Account and the GL since they are a contingent liability.
open task in Asana for review processes
Hi, When we create a record in Zoho CRM, it enters a review process. I want to open a task in Asana when this review is started. I wrote a function that opens the task in Asana and I created a workflow rule for triggering this function. But this workflow rule works for created records, and the record is not being created after the review. So the task is only opened after the review process which is too late. Is there a way for me to trigger the function that opens the Asana task when the record is
Zoho Desk & CRM - Arabic Language Support
Hi How can i add or change the Zoho Desk and CRM to Arabic language? please support. thanks & regards,
Charts being made from Reports/Views
Hi, I see something on the forums, related to Charts being made from Reports/Views, is this still possible with Creator 5? This could actually be a solution for a problem of mine, if it still can be done. https://help.zoho.com/portal/en/community/topic/record-owner-field-is-not-being-honored-by-the-charts https://help.zoho.com/portal/en/community/topic/pivot-chart-based-on-views
WFH Tip 19: Did you know that there are two different ways of defining replies in the Zobot?
What are replies? When the Zobot can handle the visitor on its own, the reply action can be used to provide replies to the visitors' queries. replies accept only a collection(i.e. a list) as the value. The collection can, in turn, have one or more strings or maps. There are two options available when this action is used. It can be used when there are one or more text replies to be displayed. In case of multiple maps when display cards such as articles, images, and links are used. This post will talk
Mozilla Firefox Multi-container allows multiple Cliq (so does Safari private window)
Hi, I'm now have 3 Zoho accounts for different clients and have to manage 3 Cliq instance and their messages. As Cliq doesn't allow multiple accounts in the app, I find my workaround in Mozilla Firefox. Firefox has built-in a multi container extension, which allows to separate website from each other (cookie and data storage are not shared between tab or windows). I'm using this feature to create 3 containers, one for each Zoho account. Now, I can open Cliq in each tab and login using different credentials.
Team Collaboration - Word of the day #109
Zoho CRM is a collaborative CRM built to facilitate communication with your customers as well as your own team. Help your team stay connected with realtime sales updates. Enable teams to add helpful context to their sales records, or connect your collaboration tools to share updates from one platform. Feeds - Keep your team updated through Feeds, where you can discuss deals, collaborate on ideas, and broadcast announcements. Talk about a sales pitch that worked for you, post updates on the big deals
Projects outlook Plugin?
I'm looking to sync our Project Calendar to Outlook 2016 calendar, everything I have seen suggests that this can't happen but all of the posts are over a year or more old and I was hoping this has changed more recently?
Multi Currency USD and MXN Format Problem
Hi I recently switched-On the multicurrency feature for Zoho CRM and I have an issue with your set format for my local currency and for the USD currency My local Currency is "Mexican Peso - MXN" we use is as $ 1,234,567.89 or sometimes as $ 1,234,567.89 MXN. but Zoho decided that I can only use either "MX$" or "MXN" without the "$" symbol as an option... I would have preferred the symbol by itself and there is also no option to have the "MXN" after the amount instead of before. And now for the USD
Correo bloqueado
Buenos días, mi cuenta de correo comercial@ingenieriainternacionalperu.com presenta problemas y no me permite ni me envíar correos, me sale este error. No fue posible enviar el mensaje; Motivo: 554 5.1.8 Correo electrónico bloqueado saliente. Agradezco me puedan ayudar a dar solución a este problemas.
Modify fields when conducting an interview
Hello, When we conduct an interview, we obviously assess the candidate if he is a good match or not for a specific role but we also ask for more global information (which are not in the assessment section, but more data that interest us for a permanent field on the candidate page) . ie for example I have fields on the candidate page, for language spoken etc.. (it helps me to filter candidates if I have to find some of them for a search). It would be interesting to be able to edit on the go, all
How to export a contact's first name and last name in separate fields?
Hi, I'm running a contact report, and I see an option to export "Contact Name" in a single field, but I really need to export first name and last name separately. I do not see that option. Am I missing it somewhere? Thanks!
How to create 2 Contacts, an Account and a custom module (wedding), then link them, once a Lead hits a stage?
Hello, I would like to create 2 Contacts, an Account and a Wedding once a Lead hits a certain stage and link them together using a function e.g. the 2 Contacts are linked using a partner field plus linked to the Account, also the Contacts and Account are linked to the Wedding module. I can create records using a function but I don't know how to create multiple in one function and do the linking, help please!
Extract part of variable in order to fetch user record in Zoho CRM
I'm trying to fetch a CRM user record us a fetched Zoho CRM custom user field. The variable ${fetchAccount_1.CUSTOMUSER} returns {"name":"John Doe","id":"12354656544564646"} The CRM user account does not recognize this. I would like to have the variable only return "John Doe" I tried this but had no luck ${fetchAccount_1.CUSTOMUSERmapVar.get("name")}
Yandex to Zoho Mail Email Forwarding Not
I can't seem to find anything regarding a Yandex forwarding issue to a Zoho Mail account, but I am having problems. I have followed the directions to set up the Yandex forwarding and have accepted it for my Zoho Mail account. I've tried at least 10 different sample e-mails from another email account with no luck. Any idea how to fix this issue?
Only read field depend of value other field
Hello, We need that when a record of a custom module is saved, depending on the value of another field, some fields, or all, are read-only. Or what is the same that you can't edit the record. At the moment we have solved it duplicating the module sections. One section would have the modifiable fields and the other one, with the same fields, but only reading. When the reference field value has a certain value, it will show the corresponding section and will hide the other one. When I save the record,
how can I keep my android contacts and contacts from emails (gmail) synced with zoho contacts?
I find keeping all my addressbook contacts synced with android to be very unreliable. I tried davx5,b it's very inconssitent and I've lost my contact's notes and birthdays multiple times, or sometimes random reverts to 1 or 2 month old sync that zoho still has.
Retrieve Email sent to my zoho account prior to change in MIX records.
Concise description - I was not able to recieve any email on my newly setup zoho account. I change the MIX records setting and now I am able to receive if I sent new email now but cannot receive if anyone had sent email prior to change in MIX records. Is there any way I can retrieve my email sent to my account prior to change in MIX records?
Critical Bug - CRM deletes outgoing mail without saving or sending, and with little to no warning
This is my second time posting this...I posted it yesterday but it mysteriously disappeared from your Forums! Issue: When trying to send an email from inside Zoho CRM (clicking the "Send" button in the email section in a lead), if Zoho CRM cannot connect to the SMTP server (e.g., because the server is temporarily down, internet outage en route, etc.), Zoho CRM will DELETE the message with no trace. It cannot be found in "Sent Mail", nor can it be found in the "Outbox", nor can it be found listed
App Spotlight: Exotel for Zoho Desk
Exotel for Zoho Desk Calls are one of the most important customer communication channels. By integrating your phone system with a help desk tool like Zoho Desk, you can help your support team save time and work efficiently. Get the extension here Business
Community Learning Series | Digest #4 - August 2020
Dear customers, We hope you're staying safe and healthy. I'm happy to bring you the fourth edition of our #CommunityDigest with some brand-new updates from us. 1. Daily Business Updates (for Android users) The Zoho Subscriptions Android app has got a cool new update: You can now get a push notification to your smartphone that lets you know how many activations and cancellations have taken place, and what's the net revenue for the previous day. The best part is, you can tell the app when exactly you
#16 Tip of the week: Marking employees present by default
Did you know? Certain employees like CEOs, senior officials and on-site employees need not check in and out daily. With a special setting they can be marked present automatically. A group of such employees can be created and marked as present by default, except for days on which they apply for leave. Learn more.
Building Extensions #1 - Introduction to Developer Series on Extension development for Zoho Desk
This series aims to equip developers with all they need to build extensions for Zoho Desk in Zoho Sigma and publish them in Zoho Marketplace. Hey Developers! Welcome to our Developer Community series for Zoho Desk. This series from Zoho Marketplace is
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Unable to update employee data in Zoho People. "Bad Request" error
Hi there, I am trying to update employee data via the Update Record API: https://www.zoho.com/people/api/update-records.html. For this, I am using Postman. When I am posting the request to your server to update data of the specified employee, I am getting a "400. Bad Request" error in an HTML response (see the following screenshot). I also tried specifying the "recordId" and "inputData" request parameters as form-data, but I was not able to update the field values of the specified employee as a
email not receiving from specific domain
Hi, I just configured zoho today, I can send email to any domain without a problem, but from a specific domain, they can not send mail to me. the email bounced with the error saying incoming server problem. What would be the reason? can oyu please help me?
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