Import/Associate "Task Description" field from MS Project
Hello, Our workflow is to create a project in MS Project (much faster than creating every individual task in Zoho), and import it to a Zoho project. When I import the project, I have very few issues except I'm not given the option to associate my custom field "Task Descriptions' to the Zoho "Task Descriptions" field. (See attached image) How can I accomplish this without opening every single task and copy+pasting the descriptions? Thanks
Can't get IMAP working for paid Zoho email account
Hi, I just purchased a Zoho mail basic subscription. However, I don't seem to be able to use IMAP. I can access it in my admin control panel for my email. But when I go my email settings, I see the message: "This feature is available exclusively with the paid plans. Learn More." I need IMAP as I use Outlook and other email clients. Could you please let me know what I need to do to activate IMAP for my domain. Kind Regards, Chris Behrsin
Recurring expenses catogerization
Is there a way to categorize same expenses to be added together and categorize as single entry ? For example, daily parking expense, we have to click each daily transaction to categorize it rather than select all feature and categorize it all together
Assigning Contact tags not being recognised in Campaigns
In CRM, I have set up workflow rules based on a field being updated and then an instant action of a TAG is applied. In workflow automations in Campaigns, under Contacts, the TAGs listed I clicked on and it states there are no Contacts with these TAGs but there are!! Totally confused with TAGs and why they don't communicate between modules! Can anyone help please?
Bug with "Calls" Related List ?
Hello, I can fetch records from "Calls" Related List using : RelatedCalls = zoho.crm.getRelatedRecords("Calls","Deals",dealId.toLong()); I can delete a specific related record by using : deleteRecordMap = {"module":"Calls","id":rappelId}; deleteResp = zoho.crm.invokeConnector("crm.delete",deleteRecordMap); But it's no possible to update a related record in "Calls" Module using : response = zoho.crm.updateRelatedRecord("Calls",callId,"Deals",dealId,call); the error is : {"code":"INVALID_DATA","details":{},"message":"the
How do I edit a Web Form I have created?
Hi, I have the standard version of Zoho CRM and I didn't realize I only had the ability to generate 5 web forms. I wasted the majority of these 5 forms in testing. Do I have have the ability to edit one of the forms I already created? I know I put the wrong URL landing site and would like to fix this. I cannot see in the code where to swap this out. Thanks, Christine
Pinning menu items to the top level menu bar in zoho CRM
Currently the menu items e.g. Invoices, Quotes, Contacts etc are partly fixed (Home, Pulse...) but additional buttons rotate. This is v unpractical, would be much better to allow the user to customise this menu bar by pinning those items they use the most in the order that suits them. Thanks
Multiple Business > Same Sales Team, Same Customers
Hello - I'm trying to set up my Zoho CRM Plus in such a way that if one of our business is spun off down the road, we could break out that businesses related data only. Our entire sales team has a portfolio of products to offer their leads/accounts supported by three business lines. Additionally, I need the Zoho Books integrations to only include Deals from their respective businesses (Deal for Product A available in Zoho Books Org A and Deal for Product B available in Zoho Books Org B) I feel that
Rollup the Potential Amount to Accounts function doesnt work
Hey, I added two arguments, AccountID from Accounts and Amount from Deals. I filled in the code and attached workflow to it, but as a result it gives me a zero amount. Here's my code: resp = zoho.crm.getRelatedRecords("Deals","Accounts",AccountId.toString()); //info resp; total = 0.0; for each rec in resp { stage = rec.get("Stage").toLowerCase(); if(stage.contains("Wysłane")) { total = total + ifnull(rec.get("Amount"),"0.0").toDecimal(); } } info total; updateResp = zoho.crm.updateRecord("Accounts",AccountId.toLong(),{"Ca_kowita_sprzeda1":total});
Is there a way to get notified of NEW TASKS in Zoho CRM App
Hey, I am trying to get more use out of the Zoho CRM app on my android....something that would be very useful to me would be the ability to get notifications on my phone from the app when a task is created. Is this a possibility?
Spotlight 22: Evaluating your event's performance
An event organizer's job isn't over with the completion of the event. Some might even say the toughest task is yet to come—measuring the event's success and its ROI. As organizations worldwide invest heavily in events every year, they expect tangible,
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help
Zoho CRM: I want to Change "Last Name" in Leads to Non Mandatory as we have some customers who do not have Last Name. So What is the solution ? Please help I tried lot and also visited http://www.zoho.com/crm/help/customization/custom-fields.html where Zoho mentioned: You can edit, delete and hide some of Zoho defined fields, but note that there are some fields that you cannot delete, remove, rename or change from mandatory settings. These Zoho defined fields are mandatory in Zoho CRM. For example,
Zoho Bookings - Changes in pricing
Dear Customers, Thanks for supporting Zoho Bookings. We have released a new pricing structure today, July 10th. The previous pricing was announced along with our beta release in March 2019. A snapshot of the previous pricing below. In the last 15 months, many features have been added to the product. The new pricing is an effort to accommodate and price these features in the best possible way. In terms of the pricing numbers, there is only a minor change... In the yearly billing of Premium plan,
How do I deactivate Zoho Docs in order to allow Zoho WorkDrive to be the primary cloud option while using sheets, writer, etc?
I've transferred all my files files from Docs and am ready to deactivate as I need to be able to save files in Workdrive. How do I deactivate Zoho Docs in order to allow Zoho WorkDrive to be the primary cloud option while using sheets, writer, etc?
REVIEW
Hi, Is there a way of removing the the email review feature in Zoho campaigns? I find this feature unnecessary and quite frustrating as a review can take up to 30 minutes. Please let me know. Kind regards, George
Zoho vs Google Apps
Hi guys at Zoho, We've been testing Zoho for the past weeks in a trial to migrate from Google Apps. The main motivations to move from Google Apps were concerns over google's privacy policy and presence of distracting advertisement. At first sight Zoho seems to be a great alternative to Google, and even better than Google due to its worldclass CRM solution as well as Zoho's bunch of other very useful apps for our business. Over the past weeks, we've been however very surprised to discover that very
Tip of the week 69 - Secure and reliable practices for email marketing
Being one of the most reliable channels in marketing can be considered as one of the reasons why email marketing is still powerful. However, as email marketers, it is important to keep your contacts safe from all the existing security threats because they trust you and the email marketer in you. So, before you launch an email campaign to your contacts, ensure that you secure their information. Here's what you could do: 1. Choose an appropriate software: There are numerous email marketing tools
'Sign in with Apple' is now supported in the Zoho BugTracker app
Hello All, In the latest version (v1.1.5) of the Zoho BugTracker iOS mobile app, we have now brought in support for an additional mode of gaining access to the BugTracker app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It's now easier than ever to manage and track your bugs when on the go. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-bugtracker/id1437263937 I have attached a
'Sign in with Apple' is now supported in Zoho Campaigns mobile app
Hello All, In the latest version (v1.3.10) of the Zoho Campaigns iOS mobile app, we have now brought in support for an additional mode of gaining access to the Campaigns app. You can now sign in to the app using Apple ID by clicking on 'Sign in with Apple' option. It is easier than ever to reach and engage customers on the go. You can update the app directly from the App Store or using the link given below: https://apps.apple.com/us/app/zoho-campaigns-email-marketing/id804728901 I have attached
Kanban View - Word of the day #75
Kanban view is a card-based view that displays the data in an organized manner for better comprehension. For example, you can sort the leads based on their status or categorize the sales depending on different stages. This sort of information gives better insights about potential bottlenecks and lets you fix them effectively. In comparison to List View, where all the records are listed one after the other, a Kanban view segregates your data based upon the lead status giving a clearer picture. You
How to setup basic 360 Degree Feedback
We use the Zoho People performance management system for annual reviews using KRA and Goals. Everything works great. We want to start doing simple 360 degree reviews where every few months employees can review their managers. This is especially important as we hire new managers. We want a very simple appraisal, basically two items, 1) rate how your manager is doing overall and 2) add any free form text for notes. We don't need KRAs or goals or anything complex, just two simple questions to each
Issues regarding Zoho Books updateRecords and Workflow Rules
1) I'm having trouble using zoho.books.updateRecords( ), it returns null as a response every time. I believe that I'm either messing up the record id or the key-value map, I'm using the customer id as record id and I'm doing the update for the "Customers" module. I'm trying to update a field called "amount" for a particular customer, I have his customer-id 2) Customers Module in Zoho Books has some custom fields with default values set, the customer module is in sync with the Zoho CRM's contacts
Embedding Analystics charts and dashboards into Zoho Show.
Hi folks, A few month ago, my colleague was told that it was not possible to integrate live Zoho analytics details into Zoho Show. However, it is possible (perhaps because of any update or us getting the wrong details.) Here is how. 1. Prepare your charts and/or dashboards in Zoho Analytics. 2. For each that you wish to show publically, go into VIEW mode and then select Share button and do the following two things: 3. Select "Make this View Public" and be sure to set who can view it - generally
Outgoing mail
Hi I’m only seeing my zoho email name when I receive an email I cannot send emails with my zoho business email and I cannot respond to an email but I can receive an email sent to my zoho email...please help I wanna be able to send and receive emails showing my business email...How do I fix this problem
受注後、製品の納期管理をZohoでできますか？
初めまして。社員数1ケタの会社で、とりあえずZOHOを導入し、 未経験でCRMの運用を担当しています。 今回、社内から受注したあと、製品を納品して検収が上がるまでの流れを Zohoのサービス内で管理できないか？と聞かれました。 ※発注に応じて納められた品などを、注文の際の品質条件・数量・仕様に合っていると 確かめた上で、受け取ること。トラブルがなければ1週間ほど。 弊社は輸入商社になるので、一つの案件が受注になった後の大まかな流れとしては、 1 ,［弊社］→［発注先］その案件に付随するいくつかの製品をそれぞれのメーカーに発注 2,［発注先］→［弊社］納期回答 3,［弊社］→［受注先］納品日決定、配送手配 4,納品 5,［受注先］→［弊社］検収の連絡 個人的にはこんなのエクセルで足りるじゃないか、と思うのですが、 基本的に 弊社のメンバーは営業で忙しく、 工程を管理したり、エクセルを開いたりするのも煩雑に感じるため、 できたら情報が集約されているZoho内で完結させたいようです。 もし、そうしたリクエストを完成させようとすると、 社内のシステムを作るのに必要な事がわからないので、 どこから手を付けたら良いでしょうか？
Cannot send or recieve mail
Hi, I am having a problem with sending and recieving emails. When trying to authenticate with the server I get told by the zoho server that my password is wrong.. My password is 20 char long. Here is a picture of the error I get below. Thanks, Chris
Zoho Sign: Product Updates - Mid-2020
Hello! We hope that this post finds you, your loved ones, and your business in good health. We are halfway through 2020, and therefore, would like to provide an update outlining the changes we have introduced in Zoho Sign over the past six months. What's
Zoho Mail is sending but no receiving
My zoho Mail is sending but not receiving email. any idea why?
update milestone status using deluge
one thing that would make projects much cleaner is an option to complete milestones if all task are completed. this would keep the projects clean and focused especially on the mobile app. with that said i have attempted to write a script in deluge to check for all task completed and then update the milestone to completed. i am using the function zoho.projects.updated located here: https://www.zoho.com/deluge/help/projects/get-record-by-id.html i have also referenced the api guide on parameters to
Churn Rate From Services
Hello, I have a table ( tblhosting ) Column Contains: | Id | Userid | Orderid | startdate | Termination_Date | ProductStatus | So far I have queried 1. A total number of active products from January 2016 to December 2019 in query table 2. A total number of terminated products from year January 2016 to December 2019 in another query table How do I join them ? It comes to the problem when I join the two queried table. Such that Example: in March 2019, Total count(product ordered) is 200
How do I add emails to this drop down list in Flow
I know the emails must be verified somewhere but I'm at a loss as to where this feature is. Any help would greatly be appreciated. I added a screenshot for clarity.
Solution of problem "553 Relaying disallowed","DATA not accepted from server" for OpenCart
Hi, I had a big problem with opencart and zoho mail. When i finaly configured SMTP protocol (using this manual bdw) Every time opecart tries to sen email to a customer i had an error 553 Relaying disallowed DATA not accepted from server. This happens because opencart uses your contact mail value for "Mail From" attribute. You have 2 ways to fix this: Change contact mail to match a smtp account For example if your contact mail is "info@yourdomain.com", and you want the service to send emails about
I am not receiving any email
Hello, I am not receiving any email to my domain . COuld you please assist ? Regards, VIctor M. da SIlva
Add the row number in the query result.
Hi, I'm trying to add the row number out of a SQL query result. It would be the equivalent of the following query in mysql: SELECT ROW_NUMBER() AS ID, Name AS NAME, Age as AGE FROM Table; ID, NAME, AGE ---- 1,Dan,42 2,Jo, 32 3,Jim, 35 Can this be implemented in zoho analytics? Thanks,
Zoho CRM New Logo
I noticed an updated logo for the Zoho CRM application being introduced in a few places. It's a welcomed refresh of the outdated drawing style of a handshake from 2000s. :) Thank you!
Unable to add my Hotmail account to Zoho Mail Desktop
I am unable to add my Hotmail account to Zoho Mail Desktop. Everytime the error is " Unable to connect the server"
Desktop Notification
Businesses send out a lot of 1-1 emails. Maybe for prospecting, updating important information or scheduling demos. A Desktop notification for every email open, click makes much sense in this scenario. Currently, the only way i get to know such opens/clicks is through the bell icon inside CRM. It would make such a huge impact for businesses if there was a desktop alert every time an email is opened/clicked. This would help us in following up with those respective leads right away rather then clicking
Career website looks so old
Hello, In my opinion, the next very important and necessary update would be for you to work on the career website which looks pretty old and basic. You've made some improvements to the back-end but the front-end is not updated at the same pace, and we (recruitment agency or companies) NEED to make candidates willing to apply to our job offers. The User Experience has to be nice and as flawless as possible, and when I see the job listing integrated to my website, it does look very "html style" where
Number Sorting Is Wrong on Bar Chart
Hello! I need some help. I'm trying to sort our NPS reports scores by Actual Value. It does not go from 0 - 10. It goes 0, 1, 10, 2, 3, etc... I would like to know how I can display the attached chart from 0 - 10. Thank you!
Color of the custom action buttons that are shown
Can you change the color of the action buttons that are shown on reports/views for each record?
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