White Label Zoho.crm?
Any chance Zoho CRM would consider a white label product so I can develop a CRM system for a client, consult with them on the use, develop any API related services and charge accordingly. It would dramatically increase Zoho's ability to increase revenue due to allowing a consultant to develop a sales model, and deliver a prepared "zoho" environment and thus be charged for the users they board onto the system. Thanks Joe
Sorting in bug Tracker
Is there a way to set a sort order on the main bug screen. I'd love for my guys to see: 1 just their tickets. 2 order those tickets by severity 3 order those tickets by status Or something along those lines. Currently I have added a priority field (1-25) so they have an idea what situations need the most attention once assigned.
Bulk method of assigning leads to campaign
I have a 1000 leads that I want to assign to a campaign. How can I do this?
Common Communication location
HI all, for our office we usually have 3/4 different users interact with any given project/task. I really like the fact we can CC an email to have it go into the comments. But when you close the task, you end up 'losing' visibility to that communication. Other than creating a task {common comms} where we would use to 'dump' email communications in there, how do you manage this type of communication? Thanks
Any isues using both Zoho Work Drive sync and True Sync?
Until such time as I can choose the path for where TrueSync files are stored, I need to use the regular Work Drive windows client along side of it. Any issues doing that? Thanks
How to attach a picture into a ticket that was created by bot
Hi, We have tried to attach a picture into the ticket that we created with the bot, but we haven't been able to do it. We know that the attachment is stored in the attachments list and to be able to call the picture we have to use attachment.get(0) to get the first picture from the client. We would like to know the correct syntax and also how to implemented it on the zoho.desk.create function. Thank you! I will waiting for your reply.
How to add the hyperlink in the IBM watson response node
I am using the Watson Chat Assistant and integrated it through API to the Sales IQ. I want to include a hyperlink in the response node as created in the Watson Chat Assistant. I have included a code (see screenshot) for the hyperlink in the JSON editor as provided in the response node. The code works fine when i run the chat assistant through Watson "Try it" feature, see the screenshot However, when i test in the SalesIQ chat box, it throws out as plain text. Please see the screenshot. Please help
Tip #30: Manage all shared items in a Team Folder
Hello everyone, We hope you're finding our WorkDrive Tips and Tricks series helpful. For today's tip, we'll show you how to effectively manage all the shared items in a team folder from one place. It is imperative for any business to send files to collaborators
Deals Module
We have changed out "deals" module to be called "opportunities" which is more appropriate for our business need/type. Our business has three different business segments and we have too many custom field to collect all our important data to have one module with multiple layouts. 1. Is there a way to have more than one "deals" module? a. If so how many different one of the same one can you have? 2. Is there a way to have more than one propbability stage mapping on each module?
Possible to have form fields presence on form be conditional on other field's value?
I have a contact type field. For some contact types I require another field containing additional data specific to that type. The additional data would only be applicable to that single contact type. What is the best way to accomplish this?
Email Deliverability Tip #14: Craft a win-back campaign
In the previous post, we learned techniques to fine-tune your sending practices. Today we'll be focusing on best practices to craft a win-back campaign. Sometimes, contacts in your mailing list might become inactive due to various reasons. The presence of inactive contacts will seriously affect your mailing list in negative ways. The only way to bring inactive contacts back to an active state is by sending a win-back campaign. Here are few best practices to craft an effective win-back campaign:
Add Client User to More than One Project from Different Companies
How would I add a existing user to a new Client Company and their project? It tells me this. User(s) failed to add: Existing client user of this organization Is it not possible to have a single Client User be part of more than one Project in different companies?
CRM send email and include a cc: (why doesn't the cc: area populate with contact info?)
I want to send emails directly from the CRM contact card. It all looks good, except I have to manually enter any cc: info. Why isn't this tied to our contact base? Is this not a feature of the CRM? If not, is it going to be included at a future date? Thanks.
Items added to Calendar now showing in Accounts
I add events into the calendar but then when I am looking at an account the open meetings do not show up
Archive Contacts & Leads
Is there a way to archive contacts & leads once they are no longer active. I don't want to loose the information associated with the contact or lead but I only want to see current clients & prospects. I am not on a paid version.
Using Acces Token to search for my List of Folders
Hi, I have succesfully get an Access Token and I am startingt to test some functions like getting the list of the mails or folders on my account. I need a folderID in order for me to search what emails I have on my account. Thus, I tried to look for the folderID by requesting the url 'https://mail.zoho.com/api/accounts/<myIDNO>/folders' with the validated access code and the accountID. When I try that request for messages/read, it returns code 200. But when I try requesting for the list of folders
Customer's email was blocked recently
Hi, Recently one of customer received rejection messages for all emails sent to us. The rejection message is attached below, .... <simon.lin@oscgc.com>: host mx.zohomail.com[74.201.154.201] said: 550 Mail rejected by <Zoho Mail> for policy reasons. We generally do not accept email from dynamic IP's as they are typically used to deliver unauthenticated SMTP e-mail to an Internet mail server. http://www.spamhaus.org maintains lists of dynamic and residential IP addresses. If you are not an email/network admin please contact your
Can't add MX Records. asking ip address instead of mx.zoho.com
how to add ip address instead of mx.zoho.com. once i add mx it says invalid ip address. please help
WFH Tip: 18 What are Questions in the Zobot and how are they defined?
The SalesIQ Scripts platform in the Zobot has a response type called "questions" that is an array of objects in which each question is an object. You can include any number of questions in each array. It accepts only a collection as the value. The collection, in turn, must have at least one map which should include a name for the question that will be unique for a context, the text which will be the question that will be sent to the visitor and optional "input" or "suggestions". These questions
SearchByCriteria Exception
Hi I am getting an exception when I use SearchByCritera. ZCRMSDK.CRM.Library.CRMException.ZCRMException: 'Exception of type 'ZCRMSDK.CRM.Library.CRMException.ZCRMException' was thrown.' I am using c# SDK var accountModule = ZCRMModule.GetInstance("Accounts"); BulkAPIResponse<ZCRMRecord> response = accountModule.SearchByCriteria("(Account_Name:equals:" + HttpUtility.UrlEncode(companyName) + ")");
Zoho CRM - How to report on emails synced to CRM via IMAP
I know that Zoho CRM has email functions built in, and that I can get reporting on emails sent using those functions. For example, in the Contacts module, there is a filter for Email Status. The reporting capabilities do not seem to work with emails that are synced to CRM via IMAP. How can I get a report for these emails?
How to stop automation workflow creating an infinite loop?
Hi, I have created a field in my Zoho CRM with different campaign status's. Then in the Zoho Campaign application I am syncing the users to my 'Master List' with profile fields. I have then created an automation workflow rule to check the 'Master List' and add the users to Marketing List A if that field is in the user profile. I have then created a campaign for this list and at the end of the campaign I want to remove the users from this list and add them to Marketing List B. The options to remove
Undocumented error code 2932 "Profile inactive" when doing API POST
Greetings! This isn't really a question, but a note I wanted to share in case anyone else comes across this issue. We've been testing API integration with Zoho Creator - specifically, for creating records. Naively, we thought that setting the "format" in the API URL to "json" instead of "xml" would also mean we can submit the required payload as JSON. Unfortunately that doesn't appear to be the case. Trying to do a JSON POST results in a response with error code 2932 and message "Profile inactive".
DeskのタスクなどのDATETIMEピッカーについて
Deskに期限フィールドがあり、DateTime型かと思います。 ピッカーで日付を選択できるのは便利なのですが、時間の選択が使いにくいです。 午前か午後をセレクトリストで都度選ばなければならないこと。 さらに、日本語値が見えず、何を選択しているのかわからない。（英語でAM,PMで考えているからでしょう。） ２４時間制にできれば良いですね。または、時間フィールドを分離するとか。 しかし、カスタマイズできないので、改善の術がありません。
Cohort Analysis - Word of the day #104
Cohorts are groups of users, customers, or data that share similar characteristics at any point of time. Cohort analysis can be helpful for understanding customer behavior across the sales life cycle or their buying trends and patterns, for analyzing support costs over a specific time period, or other similar metrics. Results drawn from the analysis can be used to adjust existing services or products offered to the identified cohorts and observing the resultant impact on the overall health of the
Super Admin - Word of the day #94
The Super Admin in Zoho CRM is one master administrator for the entire organization's CRM. Furthermore, communication regarding billing and other financial transactions concerning Zoho is held with the Super Admin. What is the difference between a Super Admin and an Admin? The Super Admin is the user who purchases the Zoho CRM subscription on behalf of the organization, and is the owner of the account. Super Admin is at the top of hierarchy in profiles and has all the privileges of an administrator.
554 5.2.3 MailPolicy violation Error delivering to mailboxes
I used account it@vndraft to sent julie@vndraft.com Reporting-MTA: dns; googlemail.com Arrival-Date: Wed, 19 Aug 2020 20:09:09 -0700 (PDT) X-Original-Message-ID: <CAPPT1S9Cn-gJAmEdO6P2+Y6THz0dnTHvzNGf7=RjaTYsBmGBkg@mail.gmail.com> Final-Recipient: rfc822; julie@vndraft.com Action: failed Status: 5.2.3 Remote-MTA: dns; mx.zohomail.com. (204.141.32.121, the server for the domain vndraft.com.) Diagnostic-Code: smtp; 554 5.2.3 MailPolicy violation Error delivering to mailboxes Last-Attempt-Date: Wed,
Ability to automatically send user account creations to admins and manage KB/Department access
Ive seen you can moderate account creations however it seems when a user submits a ticket and gets an invite you cant moderate their signup. Is there a way to enable moderation of account creation this way? Is it also possible to set something up whereby when a new user account is created the admins have to option of assigning them to groups right there and then without having to go into the helpcenter user database and remembering the new users names etc?
How Do I Remove Smart Filters?
Hi, I thought I'd try Smart Filters. Yuck! So now I want to remove them. But it seems: I cannot delete the Smart Filters "You could not delete the Smart Filters kindly UnSelect it" I cannot delete the associated tags. I tried with "Notification": "Error while deleting Tag (System Labels cannot be deleted)" But I can delete the folders it created??? I tried with ZMGroup. This folder is not in Trash Can I wonder if this will break something. I am trying to work out how to undelete "Notification" tag
GDrive Fetch Folder
Hi ya. I have a simple work flow that will create a set of folders for an Account record in Zoho Flow. We pass the Account Id to the flow and it does the following. 1. Zoho CRM Fetch Module (Accounts) used to get the account record from Zoho CRM. 2. Run a deluge Function to determine the name of the parent folder. It takes the first letter from the account name and determines the appropriate name for the parent folder - for example, if the account name was "Xenobite Corp" the parent folder would
Mail Box Disabled
Hi, 1 mail box got "MAIL BOX DISABLED" status since 4 days, The reason was that there were 7 users and 5 Licenses (as per some automated email I got from Zoho) I deleted 2 users and contacted Zoho mail support several times and got no reply Anyone could help or suggest what to do !
Agent
Hi, Can anybody advise me how to add my name to the dropdown box for agent. i have changed ownership of accounts to my name but i'm not on the dropdown agent box and i don't know how to add myself.
API for Creating Recurring Session an Invite User
Hey there, Can anyone help me with API for Creating Recurring Sessions. also how do we invite users to join (not register)?
Stages on Contacts
Hi, Would it be possible to have a stage pipeline for a Contact like it is on the Opportunities sheet. I want to be able to visually see what stage of development the Contact is at, which happens before we have any discussion about opportunities. Regards
Campos sólo lectura dependiendo del valor de otro campo
Buenas, Necesitamos que cuando se guarde un registro de un módulo personalizado, dependiendo del valor de otro campo, algunos campos, o todos, queden de sólo lectura. O lo que es lo mismo que no se pueda editar el registro. De momento lo tenemos solventado duplicando las secciones del módulo. Una sección tendría los campos modificables y la otra, con los mismos campos, pero sólo lectura. Cuando el valor del campo de referencia tenga un determinado valor, mostrará la sección correspondiente y ocultará
Can you restrict user view in Kanban board?
Hi, I know you can restrict some deals and opportunities to only show for certain users but is it possible for example, to hide the deal/opportunity value for a certain user while retaining the rest of the information? I would like my employee to know the details of a deal expect the deal value.
Labeling items
Is there a way to print labels for items that are designated for a specific project. For instance i create a bill, and on the product line item i assign it to a client and project. Then i have this product on my shelf. I’d like to label it with something that states client name and project, and shows a reference Number so we can quickly find it when searching.
bulk edit tasks, pin task lists, default column sort
hi, 1. it takes too long to bulk edit tasks when you are trying to change multiple options on all. Would be much better if we can choose all the options we want to change, and then hit save. 2. please allow us to PIN certain task lists so they never close. Right now i have to create dummy tasks called .DO NOT DELETE so those task lists never close. 3. Please allow us to set the default columns to show on all projects via the project template. The order of the columns, and which columns show and
TASK CSV Export - please add URL as a field
please add the task url as an exportable field in the CSV Export. We are trying to automate printed labels for each task from a brother printer. we want one of the fields to be a QR code that brings us right to the task. I tested this with the task URL and it works perfectly, we just need it exposed in the CSV file. Hopefully this isnt hard to do and you can reveal it quickly?
Adding Accountant on Zoho One
Hello, we are using a new contract accountant and need to add them to Zoho One for Books access. We did this once before and You added a no-charge seat to zoho one for this. Please add in: Jaime Cenir jaimecenirjr@gmail.com
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