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
Email Deliverability Tip #13: Fine-tune your sending practices
In the previous post, we learned techniques to warm up a new sender domain. Today we'll be focusing on best practices to fine-tune your sending practices. The performance of an email campaign is equally dependent on the email content and your sending practices, which means as marketers we must regularly analyze these and correct them to improve things. Here are a few best practices that you need to follow to improve your sending practices: Send a welcome message series after a contact signs up.
Will the Zoho Sign API-Only plan work for my use case?
I am already using Zoho CRM Enterprise edition and now would like to integrate Zoho Sign. From my research, it looks like the API is what I'm looking for, but then on the Zoho Sign API Pricing page, this threw me off a little: What if I want to use Zoho Sign with its built-in interface and also use APIs for integration? You can use Zoho Sign with its built-in interface across the web and mobile platforms even with an API-only license. However, you will continue to be charged on the basis of usage,
Announcing 1000+ extensions on Zoho Marketplace!
Zoho Marketplace is now bigger and better than ever! It houses 1000+ extensions that extend the power of 18 Zoho products across 40+ business categories, including sales, marketing, customer support, accounting, and back office operations. Easily connect your favorite business tools with Zoho to add new capabilities in a snap, with zero coding required. Read the complete announcement
[Webinar Alert] What if you could analyze 1000 hours of session recordings in 15 mins? We’ll tell you how on Aug 26!
Hello, Session recordings can be extremely valuable in your quest to increase conversions. However, rummaging through thousands of recordings to uncover your visitor behavior could be like looking for a needle in a haystack. We at Zoho PageSense wanted to save you this effort and that's why we've come up with our next webinar – " 1,000 hours in 15 minutes: Optimize your session recording analysis " as a part of our CRO Mastermind series. Join us in a free live session on August 26 at 9:30am PT |
Attendance API
Hi Is there a way to check if a user has an active attendance entry via API calls? We need to know if the user is already clockin or not before we send the attendance entry. If the user is already clockin our system needs make a clockout call, if not it should be a clockin call. /deniz
In free version, how can I reorder the tasks in the Chronology Gantt Chart view?
I'm using the free version of Zoho Projects, and I would love to re-arrange the order of tasks in the Gantt Chart. Currently, the default is by percent completion, but I'd prefer them ordered by TaskList, so that groups of tasks are more meaningfully clustered. I don't see an obvious way to do this. Is this possible in the free version, and if so, how? Thanks!
Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team
Hello folks, We are back again with a cool tip for this week on how you can maintain a clean Zoho CRM Home page. Tip #17: Keep Zoho CRM Home Page Clutter-free - For Yourself and Your Team The home page of Zoho CRM is very crucial for most of us. It is where you organize your day's work - your way! A cluttered home page could leave you lost in a busy schedule affecting your productivity. And the same holds true for anyone who uses Zoho CRM - be it for sales or marketing or any purpose. So in today's
Using Sigma For Authenticating With More than just client-id & secret
I am trying to use Sigma to authenticate my Desk Extension to an external API. OAuth2 gives options for "Client Id", "Client Secret", and "Access Token URL" , but I also need to add additional query fields to authenticate. Would simply appending the fields to the access token url like so: "desk.zoho.com/api?field1=value&field2=value2" be the solution?
Import Leads Records
Hi Guy, I am new to ZOHO CRM, I have set of records in the excel sheet(170 rows), When I tried to import all records into ZOHO CRM Lead it's importing only 20 rows rest of records not importing, Can please guide me how can I do this importing all records.
coordination of CRM and Campaigns email templates
Unless I am missing something the need to hand-duplicate email templates in crm and campaigns is a huge inefficiency. I view the CRM database as my "has to get this email" database because they are existing customers or prospects and this is how we communicate urgent program updates. Because the CRM email is integrated with my "real" outlook email and is coming directly from me they are more likely to get it without it being classified as spam. I view my Campaigns contact list as "I hope it doesn't
Tip of the Week - Cascading User Filter Behavior
"I have a 'Sales Report - Pivot View' having Region, Product Category, Product, Year, and Sales data. I want to provide Product Category and Product values as the User Filters. The Product values are interlaced with the Product Category values, hence
ZOHO desktop is hanging while switching window
Zoho desktop is hanging while I going to switch from zoho window to other application window.
Target Meter - Word of the day #103
Target meter lets you set and monitor targets for your sales team. You can view the number of leads generated in the current year, annual revenue for last quarter, or sales target achieved in the past few months. You will not have to run through a pile of reports to get these information, all you need to do is choose a target meter and define the relevant parameters and get the data. Revenue, leads, deals—whatever your goal is, the target meter keeps your expectations realistic and helps you see
Feeds not showing all the updates
Hi, Surprisingly my feeds page doesn't display all the updates, even after I updated the feeds preferences to see all the users' activities. It shows very old updates only, from 2 or 3 weeks ago, while there have been many updates since. Apparently other users from my organisation are experiencing the same issue. Could you advise on how to solve the problem? Thanks
Difference between DATEDIFF and DAYS_BETWEEN
Hi what's the difference between DATEDIFF and DAYS_BETWEEN ? I only want to count days, not time I can't work out what one I should use
[Webinar] 3 steps to powering your Marketing Life Cycle with Analytics
Hi there! New advancements are taking marketing technology to the next level. The marketplace is flooded with tools to harness technology to drive business results. However, deployment is no guarantee that businesses will achieve their marketing goals. A business must be able to build a layer of mission critical insights over its marketing life cycle. Join this webinar to learn how analytics is powering the 3 stages of the marketing life cycle with business insights. Register now. And don't worry,
Edit sync criteria
How do I do this? I may have made a mistake and need to edit
Controlling user filtering for report embedded on a page - C5
I have a report (price list) embedded in a page in a client portal. I pass a parameter to the report based on the market the client is from and that filters the price list report for that particular market. That all works fine and was created in C5. The issue is that the user can then just go to the search function, remove my filter and access the entire price list for all markets. I have searched for solutions for a couple day and I did find this link that mentions that includes: The Menu Bar
Can’t recieve mail
Hi I have verified my domain and I am able to send out mail but not receiving any. Every sender gets an undeliverable message.
Expand / Collapse Rows in Spreadsheet
I'd like to be able to collapse rows of categorized data so that I can more easily see all of the categories, with the ability to expand them to see individual rows. When I search, I find this demo, but with no explanation of how to make it https://docs.zoho.com/sheet/published.do?rid=mr778aae12b194b91414e9c4990cfc03e0bd5 For example, this list Item Style Qty Price Total Apple Green 4 0.49 1.96 Apple Red 9 0.35 3.15 Apple Yellow 7 0.49 3.43 Grape Red 100 0.05 5.00 Grape Green 150 0.04 6.00 Total
Some users have invalid CRM and creator licenses
Yesterday, an employee of our company who licensed Zoho ONE informed us that the Zoho CRM and creator licenses were suddenly invalidated. In response to this notification, when I checked the application assigned to the target employee account from my administrator Zoho One administrator panel, CRM and creator were invalid. CRM could be activated, but creator cannot be activated with the message "An error has occurred." Please tell me the reason why the above phenomenon occurs and how to activate
Move CRM Campaign Email Template
I have two email templates in Zoho CRM Campaigns that I want to transfer without having to recreate into Zoho Campaigns. How can I do this?
Mail not delivering and SPF record not verifying on Cloudflare
I've added the SPF records on the domain (clout.ng) on Cloudflare but the verifification keeps failing. The mails have also stopped delivering to certain mail boxes such as coolwazobiainfo.com . Please assit
Searching for contacts take work for Accounts within a group
I have an indicator on the account record which allows viewing accounts within a certain group. There are2000 companies. One group has 60 members, I want to email the managing directors at these accounts. The group indicator is at the account level not the contact level I cannot see a way of filtering the accounts and then having access to the contacts Could someone let me know what I have to do? Is the routine for this somewhere I cannot be the only user that wants to do this type of function.
Zoho Analytics Dashboard to Zoho CRM
Hello Guys, Anyone can suggest if we can add the Zoho analytics dashboard replacing CRM one. I know we can have a web tab for achieving this but we wanted to see that on Homepage of CRM We know this is not practical to ask this question after working with Zoho from long time. Best Regards, Ram Adarasupally
Email Deliverability Tip #4: Crafting email content
In the previous post, we learned about crafting the preheader. Today we'll be learning about the best practices for crafting the email content. As marketers, we know that our contacts will never prefer receiving generic emails that are irrelevant to their needs and interests. The content we offer will determine the success of our campaign and help us build a strong customer base. Let's look at some best practices for crafting email content. Include your company logo and address as header and
Dynamic Content Limit
Hello, Anyone knows if there is a limit (for each email) for dynamic content? Best regards.
Recurring tasks and budget hours - "planned hours" within Budget Status do not include recurrences
eg. Task = 20hrs Recurrence = 10 x weekly My understanding is that "planned hours" for this should be 20hrs x 10 = 200hrs. Is this correct understanding? Currently when I plan projects this does not happen. The "recurring" symbol shows beside the task and the details are correct....however only 20 hours are applied to the "planned hours" - the recurrences are not counted. Is there something I might be doing wrong?
[Webinar] Introduction to Cloud Accounting
Hello everyone, If you are new to cloud accounting or have just migrated to a new accounting environment, it is vital to set up your accounting system correctly to avoid problems in the future. Even for experienced bookkeepers, this can be a big task, but it doesn't have to be. To help streamline the process of setting up your accounting system, the Zoho team will host an Introduction to Cloud Accounting webinar on August 19, 2020 at 9 am PDT. Register now for the webinar! In this session, we'll
Email Deliverability Tip #12: Warm-up a new sender domain
In the previous post, we learned techniques to improve open and click rates. Today we'll be focusing on best practices to warm-up a new sender domain. When you decide to use a new sender domain to send emails, you should ensure that you warm-up the sender domain before sending your regular email volume. If you send a huge volume of email without warming up the sender domain, you will face delivery issues. Here are some best practices to warm-up your sender domain: Ensure that you use a business
Check Reply email
Hi Guys, I am really struggling on how to set up an effective automation follow up with Zoho. I used Zendesk before but now separating Support and Sales (Zoho). I created a series of 6 email follow up but the problem is that I can not find any way to tell the system to stop the Automation if the customer reply to any of the emails. I used to do this with Zendesk by adding different tag, so if the updater = End-user -> add tag replied, something like. I really want to transfer all sales activity to
Billing Addresses - Am I missing something?
I'm hoping this is simple and I am just not understanding the relationships between shipping and billing addresses correctly. 1. We started with shipping (physical) addresses for accounts 2. We're now at the point where we want to add billing addresses. Sometimes they are identical to shipping addresses, sometimes they are not. - if shipping = billing, apparently there is a way to copy shipping to billing with a single button but no button shows up in the account layout. Am I missing something
ZOHO CRM Field Validation Issue
HI, We've very basic requirements like 1) Once stage reached to Closed Won or Loss, which is logically and end of opportunity life cycle, Salesman should not be able to edit. 2) Forecast category should be linked to stage. User should not allow to select Forecast category seperately 3) Closed Date validation, its should be either current date or future date, when user is Close opportunity. Just that, we are new to Zoho and migrating from Salesforce. Just these basic valediction are not working.
Payments received for the services provided in previous periods.
Hi Zoho. Significant part of our business is providing the maintenance services for the s/w sold (or subscription for s/w). Some of our clients use postpayment option. Let say 31/12/2020 they will pay for 12 months of services provided in 2020. Instead
Stripe - Zoho Books (India) Integration
Apologies for our ignorance we are new to this ecosystem. We use STRIPE as the payment gateway & Zoho Books (India) for accounting. We are currently dealing with confusion while trying to make entries in Zoho Books. Below is the transaction (all number are only for representation purpose) Product Price on Stripe (Invoice) - INR 100 Stripe Payment Charges - INR 10 Stripe Fee (for transferring funds to our bank account) - INR 2 So we received INR 88 in our bank account. We created an invoice of INR
Creator Calendar - On Validate
In my app, I've added some On_Validate logic to prevent users from changing a date field to a day that is "off", i.e. Sunday or Holiday. However, in the Calendar report, users can drag any appointment to those days. In other words, the On Validate script seems to only fire when the record is opened for editing. In the Calendar view, the date field gets updated. I could write the code for the "OnUpdate" event but by then, the data has already changed. Also, I don't not have access to the old date
How to find out which product was bought the most ?
I want to create a list of top products.
REST API error code 2932
Hello, I am trying to use the REST API to add records from an external application. I have followed all the steps in the documentations and I am using the generated authtoken, but I keep getting the error below. Any suggestions? <response> <errorlist> <error> <code>2932</code> <message> <![CDATA[Profile Inactive]]> </message> </error> </errorlist> </response>
How to check which product is most often priced ?
I want to create a list of the most priced products.
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