Customize mobile version
Hello, I would like to start having the ability to customize the mobile version of the CRM app. As of now, the order of fields and layouts gets synced with the web configuration vertically which is not well User Friendly on Mobile. Please advise if we do have or can have this ability. I believe it's important.
Send Remainder via Email
Hey, I want to send remainder via email. Can it is possible via custom function or business logic. Remainder should be send x days before the due date of such task. Number of days should be like 7, 10 in my case i want 7 days before the due date. Kindly Guide me is it possible as i want to make it but stuck on trigger because it take only issues not the task. Regards
Can I add site emailbox for Zoho?
Hello, I have site and want manage my emails from it in Zoho. Zoho have such an opportunity?
Video tip # 02: Create dynamic presentations using Show's Gallery of presets
Hello everyone, We're back with another video tip for you all. In case you missed our previous post in the video tip of the month series, you can find it here. Show's Gallery offers a wide range of pre-designed Themes, Templates, and Slides for your presentations. Each section allows you to select from the available presets and preview the chosen design on the right panel. Pick the category that best suits your purpose. Themes help you quickly create presentations without worrying about choosing
Adding a new email in an autoresponder series
Hi folks, I am building our first autoresponder series in Zoho Campaigns. I am still building the autoresponder and have not yet activated it. I would like to add an additional email between two existing emails in the autoresponder sequence. However, I cannot see a way to do this. Am I missing something? Best regards, joe
Authorization to api 2.0 via C#
Hello, I get my access token and look it like: 1000.5d4d69ddff7ad0a6c08e6189237c77a3.8w4e28634ae391ab75ghd9b81c444c5 But in guide this token is shorter: Authorization: Zoho-oauthtoken 8133e286d4ae391ab755dd9b81c444c5. So i need cut something from my? Oh how it use in my C# code: var request = (HttpWebRequest)WebRequest.Create("https://www.zohoapis.com/crm/v2/accounts"); request.Method = "GET"; request.Headers.Add("Authorization", "Zoho-oauthtoken " + access_token); //request.Headers[Authorization]
Want to send out bespoke quotations, but having problems getting the product description from the quote to show in the template.
We have built bespoke e mail layouts to send to our customers, as e mail layouts and not inventory. All is ok; we are able to add the customer name, price, delivery etc etc, quotation no, but we cannot get the product description to carry over to the template. When you look at the quote, it says product name there, but when you look at the fields that can be added to the drop down list, there is no product name available. I have not built the templates , but am just trying to add the customization,
Zoho CRM Contact Info Extractor
What happened to this extension for Chrome?
Barclays feed
Is there a direct Barclays feed yet for Books? I mean direct, as in the one we currently pay for in Xero, not the one which goes via a third party and takes four days to update.
Zoho CRM reports module - including Many to one field where the "many" value is 0.
So I'm trying to devise a way for our people to keep easy track of the clients they make calls with. The background is this: Primary module: Temporary Clients (1) Related module: Client Calls. (Many) 1 client can have many client calls logged for them - so that's the 1 to many relationship. What I'm trying to do is: Create a report that shows the list of all temporary clients alongside the calls logged with them, in the same view. So the call history of all clients is easily visible, and the clients
Reply All issue in ZOHO mails
I migrated a PST from MS Outlook to ZOHO mails, but when attempting for Reply All in any migrated emails, then it isn't showing any emails (except mine) which were there in earlier sent email. Also in CC section it is displaying some mails from TO section and some emails from CC section.
Tracking Staff Augmentation Deals
Has anyone had success using Zoho for pure bodyshopping / staff augmentation type deals? Essentially deals where you a placing multiple resources, but one or two at a time, on an account. Each resource has his/her own bill rate and revenue stream and each resource has his/her on assignment end date. So I'm not sure if you think of each placement of a consultant as a unique win with a discrete sales lifecycle and tracking. Or is there some way to think of each placement as an installment on one
Monthly Reads
Hello! We have put together our infographics, articles and blogs that provide valuable insights and actionable tips on a variety of HR topics. With these informative resources, we hope to help you create an ideal work environment for your employees. You can read our resources here. Regards, Zoho People
Final Reminder - Enhancement to Agent/Team-Related Permissions and Corresponding API Changes
Dear Zoho Desk API users, Close to a year ago, we made a few API enhancements in line with GDPR guidelines. These enhancements relate to agent profiles and teams, providing a way to control who can view Personally Identifiable Information (PII) of your agents. (Click here to read the announcement.) We hope you went through the API changes detailed in the post and tweaked your API-based tools accordingly. If not, please read the announcement once again and make necessary modifications before the
After anabling 2 factor Authentication, Application Specific Passwords not working
I setup 2 factor Authentication then I tried to create an Application Specific Passwords but when I put it in my APPLE MAIL APP it says password is worng. Can you help me with this?
Has anyone done any integration of Zoho Analytics with Narrative
Has anyone out there done any integration with Zoho Analytics with Narrative - https://narrativescience.com/quill/tableau/ Would love to learn more. Thanks, -Naveen
Creating Dependency fields on Helpdesk End User Portal Ticket Creation Form
Hi, Is it possible to create dependency fields for the End User Portal Ticket Creation Form? What I am looking to do is have a field with a pull down combo box and depending on what option is selected in that field, refresh the form to only show certain fields below that data needs to be entered in. The reason for doing this is that depending on products chosen we want to only show certain fields for the end user to enter data for and not show 30 fields on the one page when creating a ticket in the
Custom quote template issues
Hello, I have an issue with my custom quote template that it is only showing the first product in a quote that has multiple quotes. Is there something else that needs to be added to allow the template to show multiple products? Also, there is no option that displays a link to insert the product description into my template. I even tried copying ${Quotes.Product Description} from the zoho template, and it still wont display that info. Any help would be greatly appreciated! Thanks
Newline not being read
Here is my Code. Not sure what is going wrong here. The newlines are not being read into the send mail task. entry = "Type: " + name + "\nDescription: " + desc + "\nNote: " + outbound + "\n"; if ( table.len() + entry.len() < 5000 ) { table = table + entry; } else { table2 = table2 + entry; } } sendmail [ from : zoho.adminuserid to : "placeholder" subject: "Conditions for Borrower" message : "Your loan has been approved.\n\n These are the conditions required:\n"+table+table2 ]
Building a claim module with limited fields
Hi, I'm building a customer claim module in CRM, to allow my colleague to record product returns from our customer. I came to this solution from the requirements. However I'm currently stuck with the number of fields allowed per record in a subform (max 8 fields, where we need 12). I'm still looking at other ways to do that. If you have any idea, you are welcome. - a claim is composed of a document (PDF) listing a header (5 fields) and a number of product claimed. - each claimed product has it's
Survey Complete notifications in CRM
Hi, Is there a workflow or a way the user can be notified in CRM when a survey is completed that has been linked to CRM? I want the user who sent the survey through CRM to be notified via CRM alert or email that the survey has been completed. Thanks! Adam
ZoHo Workdrive does not automatically refresh after clicking browser back button.
I commonly hop between Zoho Workdrive folders.. I find that clicking back in the browser not not automatically refresh the screen. Please, how is this enabled? Thank you! -BRH
Setting up Zoho One for my business
I have yet to find a Canadian firm who understands the software that will do proper setup in small stages instead of asking for 15 to $30,000. We are NOT an Enterprise business mogul but would like the software integrated properly.
Adding new brand on zoho socials
I recently have new customers and would like to add them on my agency account to manage, anytime i click connect account i cannot find the brands there. Anyone has an idea of what i can do?
Embedded Email Response Solution?
Does anyone know of a solution for this: I want to send an email asking subcontractors for a response on an invitation to bid. Is there a 'plugin' (Solution) we can embed in the email so they can click on and we will receive their reply as a returned email?: 'Yes - We Will Submit' 'No - We Will Not Submit' 'Unsure At This Time' Thanks! Bobby
Annual Revenue
I want to show the auto populate a field in the account module with the sum of amounts in all invoices associated with that account in essence this would be my Annual Rev for the account. Is this possible?
GDPR Agreement
Hi, When i sign the document - date of THIS DATA PROCESSING ADDENDUM is made on - was be is 28 Jul 2020 https://accounts.zoho.com/home#privacy/dpa Can your correct the date? I sent request to legal-requests@zohocorp.com - nobody is answer
intergration between ZOHO Support and 3CX Phone
Hello, does anybody know if there is a connection possible between ZOHO Support and 3CX Phone. I want ZOHO Support to be able to recognize the caller from 3CX Phone, so when necessary a ticket is automatically created with the correct personal data, which is known in ZOHO Support. Thanks in advance. Martin
Analytics - Old Stages that have been deleted are still showing up
When I run my report in analytics, it shows two stages in separate categories due to the stage name being changed in the CRM. How do I get it to combine them like they've been updated in the CRM. "No Show - Tour" is the new name and "No Show - Tour or Open House" was the old name. It's making my dashboards and analytics reports look sloppy and we're having to manually add the numbers together to get the correct numbers.
Full Names of Candidates Revealed when submitted via Zoho Recruit
Hello, We have an issue when trying using the submission of resumes via Zoho. When we do that, the full names of candidates are revealed to the client. This is not a good thing especially for us, because clients can easily look them up on Linkedin and contact them, thereby they can circumvent us and we lose power very early in the process. I kindly request you to review this and at least make it optional so that we can hide names of candidates when we submit them through your system. Now we are left
no puedo configurar mi correo en outlook
el correo de entrada no entra pero si saln correos Iniciar sesión en el servidor de correo entrante (POP3): El servidor de correo electrónico ha rechazado su inicio de sesión. Compruebe su nombre de usuario y contraseña para esta cuenta en Configuración de la cuenta. El servidor respondió: -ERR Service Unavailable
Feature(s) request (Too many to list)
Hi, I am already really impressed with your spin on email with streams and other useful additions, but I just discovered this add-on for Gmail and G-Suite users and it ads some very sought after features called gmelius As I mentioned in the title, there are too many features to list and so I merely copied and pasted from their website. I would really love for your team to look over all the much needed innovations they are bringing to email. Email Tracking automation How many times have you wondered
Scaled and Prorated Data to Time Period
I'm hoping someone else has had a similar need and figured out how to do this in Analytics. For one of our company divisions, we have set Goals for each sales person related to obtaining new contacts for us, and completing certain types of tasks for each contact throughout a 12 month time period. We'd like to be able to create reports that show how many tasks they have completed alongside how many tasks they have left. The goal will depend on what type of task, but it needs to be able to be scaled
can't send emails, can receive them
Hello there, I set up my new mailbox today and I am receiving emails so that works perfectly fine. The problem is when I try to send an email to someone it gives this error 5.7.0 Blocked - see https://support.proofpoint.com/dnsbl-lookup.cgi?ip=31.186.226.238 I can send emails to an @gmail.com but @iCloud.com isn't working so I don't know if it has to do with iCloud only but how can I fix this?
Cant open report at all
Just created a report and when i want to get to see it, it's just not open i tried clean coockies, enter from another browser and still, nothing. how can i solve this?
Syncing CRM Data
Hello, I am trying to sync my CRM data so that I can create a report with new updated CRM information, but whenever I try to sync the data it says sync in progress endlessly until i refresh, and it then says sync failed. I have used up 3 out of 5 sync attempts trying to do this and I am wondering if anyone can help figure out why the sync is failing. - Thanks
Can Client Users see my other Public Projects?
Can Client Users see my other Public Projects, or can they only see the specific projects I've added them too?
What's New in Zoho Subscriptions - August 2020
Hello everyone, This month's update brings features that streamline your everyday usage of Zoho Subscriptions. Let's dive in. Share Hosted Payment Pages Easily The new share pop-up for hosted payment pages lets you quickly generate a URL for a hosted payment page, or an embed code to embed the entire hosted payment page as an iframe in your website or web application. The best part? The add-ons and their pre-filled quantities that you configure on this pop-up are part of the generated URL or embed
Filters, Conditions and actions
Hello, I have added filter for several email I have already received. How do I action them to tag and move to a specific folder automatically? Thanks Chris
How to get authtoken for Books function to get List of PO ?
Hello, I'm trying a small test function in Books Automation for module Purchase Order to get the list of billed PO. This test should run standalone for now. Later I plan to attach the function to a button or link for admin to run it. Surprisingly, it requires at least one known PO to get the list of the others. Arguments are mandatory, I don't need them. void test_getpostatus( map purchaseorder , map organization , map user ) { organizationID = <hidden>; poSearch = {"status":"billed"}; poList = zoho.books.getRecords("Purchaseorders",organizationID,
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