Zoho CRM: Apple Mail Integration and Xing Integration
Hi 2 Questions: - When do you provide a Apple Mail integration (finaly) - one year ago you said soon ? - Do you plan an Xing integration (like linked_in) ? thx for a short feedback.. Roger
Invite external business partner to collaborate in my CRM?
Hi, I am an insurance broker and have external partners which work on my contacts in certain projects. These partners are not part of my organization. Is it possible to invite such external partners to work IN my CRM on certain contacts? I took a look at portals but that doesnt seem to be what I am looking for. I need them to be able to edit leads, contacts and deals which I share with them.
Calendar Report only showing 6AM - 6PM
We have a calendar report in our application. Until recently, it showed the full 24 hours of the day. At some point in the past few days, however, it started restricting the hours shown to 6AM - 6PM. As a result, some of our records are being cut off and we are unable to access them through this report. This is happening across applications, so it is not related to just one report or change we have made. There doesn't seem to be a way to set what the working hours should be restricted to in any
Reducing users in CRM Plus
We are removing one of our users in ZOHO. What happens to all the records that show that user as the "lead owner"? Do we need to change all those records before we delete the user? Or What Happens?
Including emails in streams doesn't work
On the group card I can click on streams enabled and enable streams however below that the "include emails" toggle has a yellow exclamation mark next to it an when i click on the toggle I get the error "Oops, an error occurred while updating group emailing status." What I want to do is to add the emails sent from the group to the stream so everyone is up to date regarding which emails have been answered and which haven't. I am hoping the include emails toggle will accomplish that.
Expected Revenue %
I am trying to get another field like the Expected Revenue field which is Amount X Probability. I have made another $Amount field and a Percentage field and then made another Expected field which I just said to multiply Amount X Probability field but it is not making the probability field a %. So if I say amount is $100 X probability of 20 it's returning an answer of $2,000 instead of $20. How do I make it see the probability field as an actual %. Thought it would do that automatically since
Tracking monthly recurring revenue
Can anyone tell me whether and how you can track monthly recurring revenue in ZOHO CRM? Without that 100% of the projected revenue from a Potential is tracked to the estimated close date, and that skews our projections. Thanks for your help.
How to change the Business Name and URL in Bookings and Tickets?
Our Business Name is changing and we need to change this and the URL in Bookings and Tickets. How can this be done?
Creating a customized web form for ticket generation
Hi, I'm trying to create a customized web form for support tickets in my website. The Advanced Web Form solution does not work for me out-of-the-box because it requires a 1:1 mapping between zoho fields and webform fields (e.g. I can't concatenate "Request Type" and "Order ID" into the "Subject" field). I was redirected to use the Desk APIs instead. Unfortunately, Oauth doesn't work for me because my website is hosted on Shopify. I have no model / controllers to store the access tokens and refresh
Managed List in campaigns with Sync
In campaigns we are syncing our CRM Contact module into campaigns. The sync shows the number of imported contacts but they do not go into the mailing list. We have tried using "immediate" as well as "periodic" syncs. None of them make it into the mailing list. We have tried several times into several mailing list and from different modules and nothing. I have attached the sync info screen grab.
Scheduled reboot
Can a scheduled reboot be done with assist? If not, can that be added to a feature request? Very usefull option to have.
Pull in data from Account Record to Opportunity Record
I have a custom field in Account Records indicating if an account has a MSA (Master Service Agreement) with us or not. I want to pull the value of that field into the Opportunity Records. Is there a way to do that? Basically, when a sales rep creates a new Opportunity, I want them to be able to quickly see if the Account has an MSA or not.
WFH Tip 14 : Scale-up your webinar registrations with the Webinar Zobot
Webinars are a source of generating leads or revenue for any business and also a great way to educate customers. They are the way to keep your customer base engaged for hours together, let them interact with you through real-time questions and get live feedback on training sessions. However, we still have concerns about low webinar attendance rates in the business world. This Zobot can help website visitors quickly register for webinars that you have scheduled by displaying the upcoming webinars
Zoho Inventory/CRM integration issue
Hi, I've integrated Zoho Inventory and CRM, so when a user creates an item in either app it's created in both. So far, so good. However, the items which are being created in Zoho CRM (and then auto-created in Inventory) aren't then available for use in Purchase Orders, because the 'Purchase Information' box in the Inventory item creation form isn't ticked. I can't find a way to automate the ticking of that box in Inventory, so it would have to be done manually for every item created in CRM, which
List View - Word of the day #74
In Zoho CRM, you can sort, categorize, and choose to view your records in three different ways: List view, Kanban view, and Canvas view. (We would cover Kanban view tomorrow, while you can learn more about Canvas view here.) In the List View, the records are grouped under a defined set of criteria. List views are categorized under 'Created By Me' and 'Shared With Me'. You can also mark list views that you often use as Favorites and those will be listed first in the List View drop-down. There are
Feature Request: Shopify App Locationd mapped to Warehouses
We use a third party fulfillment service along side our own products in Shopify.. Currently only standard Shopify locations are able to be mapped to warehouses in Inventory. Because of this limitation, we have had to disable inventory quantity update and warehouses in Inventory. When enabled, the sales orders associated with the app location will fail to sync.
ZOHOBOOK yearly subscriptions using Zoho credit
Hallo team, I want to upgrade to my ZohoBook monthly to yearly subscription. I've $100 in my wallet. My total invoice amount $265. I want to pay $100 from my wallet and rest I'll pay using credit card. Please help me on this issue. Regards Safik Sagor
Bookings Service issue
Hi, I'm having issues under the Services section with one service that I previously added. Upon selecting it I get an error message "Invalid zcb.date.short.month.date | Invalid date" and the app freezes. Thanks, Scott
interacting with mysql db hosted on azure
How can we make a Zoho creator app to get/post data to a MySQL db which is hosted on Azure.
unable to add services
Hi, I'm unable to add a new service. Whether it's one-to-one, group, or resource, when I click on Add New Service button or the + button, nothing happens. I was able to add new services before, but now it's not functioning.
Breaking API Change Related to Agent Profile Pictures
Dear Zoho Desk API users, We would like to bring your attention to a breaking API change that would impact the way agent profile pictures are fetched in a large number of APIs (tickets, contacts, articles, etcetera). This change particularly pertains to cases when agents do not have profile pictures set in their Zoho accounts. Currently, if an agent does not have a profile picture, this is indicated in the API response through the photoURL key, whose value is returned as null. And you handle such
Zoho Bookings - Problem adding staff
I'm trying to add an Admin Staff Person. I've added her in zoho bookings, but when she tries to log in, she's sent to the "Set Up your Business" page instead of our business bookings site. How do I fix this?
Early access to Zoho Vault's new browser extension for Safari
Following the beta launch of our new web interface, we have another exciting update for you! We’re happy to announce the beta launch of our completely refreshed browser extension for Safari. This extension now runs even faster and is packed with exciting new features to make password management simple and secure with Safari. Here's a detailed look at all new features and changes implemented in the extension. Aligns well with the new interface The extension adopts the stylish design of Vault's new
Email Configuration and Deliverability
Our company is new to ZOHO (CRM plus) and I am pretty sure my configuration in Campaigns is correct - we verified the domains through our email host etc. and I have reviewed several times. However, Not only are our open rates insanely low (we average 30-50% open in Mail Chimp and are getting .9% opens with the few campaigns we have sent) but I am not even getting my test emails to my @gmail address from campaign. Does anyone have advice on who can help us? Support has been zero help troubleshooting
CRM related list - automatic signature fields
Hi, I am using a Zoho CRM related list in my Zoho Writer template (the Deal's Contact Roles list). I want to dynamically create signature fields for each of the entry in this list. In the left column, I have the contact names. On the right column, I have text setup like this: {{Signature:recipient#}} where the # is a formula formula like this: =COUNT(ABOVE)+1. Here is what I get, for 4 contacts: In Zoho Sign however, they put them all as the same recipient: Is there a way to achieve what I'm trying
mailSubject
Hi guys, I'm new to the scripting, im facing some problem with a very simple script below, what i want to do is passing 2 values from the email back to our system via 'get' method. The 2 values are the 'email from address' and 'email subject'. I tested the script below works correctlly when i hardcode the parameter value, but when i replace it with fromAddress and mailSubject i get 'error due to the internal exception' when i test run the code. Further testing i found out fromAddress is working fine
Custom Preview of Sales Orders
Hi, I'm trying to activate payment button in the sales order but unable to get through. please suggest how this can be done? Please refer attachment. Circles the payment column
No BOOKS Estimate Template selection capability from within CRM
Within zoho BOOKS it is possible to create multiple estimate templates, which is good feature because we need them. However, when creating a CRM Potential with BOOKS integrated there seems to be a limitation that is causing workflow issues on our deployment. The BOOKS/CRM integration automatically creates a BOOKS estimate when saving an new Potential....Perfect. The major limitation comes after creation of a BOOKS estimate. From the CRM side it seems users cannot choose, or change, what BOOKS estimate
How to choose the right webform
Hi all, We are promoting online events with Zoho Campaigns: - we create a list of invitees from several sources (leads, contacts and external ones) - they receive an email and a link to a registration form (made with webforms module) inside our website to which we assign some tags, so that when someone fills out the form, the tag passes on to the person. However, the web registration form can only be created associated with the Leads Module or Contacts Module, and not both. So, what happens if we
Security Update Applied to Public Applications
Dear App Creators, We have rolled out a security update on July 2nd, 2020, for "public applications" and "public components" — Zoho Creator applications or their forms, reports, and pages that are made public to all visitors over the Web: Note: Unless you receive an email from us regarding this, this update does not concern you. Emails have been sent About the update When a user (logged into their Zoho account) accessed a public component, the Deluge system variables zoho.loginuserid and zoho.loginuser
Tip of the week 06 - Use vCards to improve email deliverability
These days, people are inundated with emails from across brands, and in fact, they get overwhelmed by the sheer number of unread emails in their mailboxes. As a brand that's practicing inbound marketing, you definitely wouldn't want your emails to get buried in your subscriber's cluttered inbox or go unnoticed in their spam folder. One of the best ways to handle this would be, to ask your subscribers to add you to their address books. Whenever someone subscribes to your newsletters/service, as a
import xls file with european date format dd.mm.yyyy
I am trying to import data from an .xls file containing date fields with european date format like dd.mm.yyyy Importing the xls file the date column appears as a dropdown field. When I want to change it to a date field, I get the error message: "One or more rows contain a value that´s not a date. These won´t be importet. Proceed with changing the field type?" All the fields in the row have the correct format dd.mm.yyyy What to do to import the european date field correct?
Help with monthly revenue
All - I have a question: As a company, we have two types of revenue -- monthly and one time. In order to accurately predict our sales pipeline, we need to track and calculate both based on the opportunity probability. However, there doesn't seem to be any way to replicate / create a field like "expected revenue" to make it based on other, user-created fields. Is there a simple way to do this? The current "amount" and "expected revenue" don't really work for us. Thanks, -Ben
Adwords integration - Third Party Web Forms - Only GCLID field is populated
Hi, Im using a Third Party Web Form at my site. And the Adwords Module. I've been able to send the GCLID with the lead. But this is the only field the gets populated, the rest of the fields are blanks. Any Ide Why ]
New client and search bar
Hello, When we search for a client via the search bar in CRM, if it's not in there, we have to close the search bar, click on the +, and then click on "Client" to add into the CRM Wouldn't it be possible to have instead, at the end of each results category in the search bar "add this new client", "add this new lead" and "add this new contact". By clicking on the choice that we need, it would open a new creation page (new client, new lead or new contact) with already the name in there (the name
Email to lead
Hi I want to create lead which mail came from my email ex:ege@ege.com. How can I write this function
Ability to Move Task across Projects
Right now, you can easily Move a Task to another Task List within the SAME Project. However, I could very much use the ability to also Move a Task to another Task List for a DIFFERENT Project that I also have permission for. Right now, I find myself wasting a lot of time with copying/pasting in Notepad/Textpad as a workaround for this.
Instagram Issues
Hello. I've experienced a very frustrating issue with Instagram. I was getting an error for my scheduled posts that said I needed to reconnect Instagram. I went to setting to do so and it said that Instagram was connected. I figured I'd disconnect and reconnect in order to get it to work. I did that (which took much longer to kick in than I thought was necessary), and now all my scheduled posts have disappeared! Please tell me how to recover the scheduled posts which you can understand took a siginificant
Review Process - not being triggered
The review process doesn't seem to be triggered on entries submitted via Zoho Forms - can you confirm if there is a fix?
Filter - Word of the day #73
With Filter option in Zoho CRM, you may narrow down large volumes of data to the specific view you want to see. Create Advanced Filters that add context to your search, so you can filter out the records that you need to concentrate on and decide on the best course of action. You may use advanced filters to discover untapped leads, discover records that are likely to convert, filter contacts based on their deal stages among other examples. Here's a knowledge-base article on working with Advanced Filters.
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