This Week in Zoho News - CRM Zen Show Episode 101
Click here to listen to the podcast. Zoho News Want to Learn How to Use Orchestly? Check out these new Tutorials These are a step-by-step guide to the concepts of Orchestly and how to automate simple processes. Zoho Forms adds Enhanced Date Fields The new features include: Week Starts On Allowed Days Allowed Dates Zoho People - June Update Roundup A few of the updates include: Generate employee health status records Improves document compliance Zoho Cliq - June 2020 Updates Drag and Drop comes
Zoho CRM and Quickbooks Enterprise
I am looking for information to integrate our Quickbooks Enterprise with our Zoho CRM. I've read through the knowledge base but all the threads I'm finding are from 7 to 9 years ago. Can anyone point me in the direction of more updated information? If there is not a specific integration, does anyone have a workaround that they've used to get QB information into QB? Our company functions relatively separately. Currently, our sales representatives and tech support use Zoho, but our accounting team
'Sign in with Apple' is now supported in Zoho Projects mobile app
Hello All, In the latest version (v3.2.17) of the Zoho Projects iOS mobile app, we have now brought in support for an additional mode of gaining access to the Projects app. You can now sign into the app using Apple ID by clicking on 'Sign in with Apple' option. You can update the app from the App Store directly or using the link given below: https://apps.apple.com/in/app/zoho-projects/id511887920 It is now easier than ever to collaborate with your team and manage your projects wherever you
Multi-select Lookup Field - Word of the day #66
The Multi-Select Lookup Field enables you to establish what we call a many-to-many relationship between two modules in CRM. For instance, consider the example an insurance company. A single policy may be held by many policy holders. Similarly, a single policy holder may hold many policies. If you have two modules - Insurance Policies and PolicyHolders - there is a need to associate multiple records from each module to each other. This is not possible with a regular look-up field, as it allows only
zoho creator
How to create a workflow of auto number generating without using a auto number field?
Zoho CRM and Finance integration to create Retainers and Invoices from Deal Modules
Hi there! With the CRM and Finance integration, I can create invoices, but they are not detailed enough. Can you please help me insert product and pricing information from the Deal Module's pricing subform into the invoice? Also, I would like to create retainers from the Deal Module for those instances when one is needed. Thank you.
Zoho Security - How Much Data Was Stolen
I am seeing hundreds of failed login attempts to all users of my zoho company. These attempts are coming from Europe. Since we don't publish our emails, I would presume that you had a data breach. How much was stolen, when will we be notified, and how do I block login attempts from these IP addresses?
Introducing the Zapier integration: Connect Zoho Checkout with over 2000 apps
Dear customers, We hope you are staying safe and are happy to announce the Zapier integration (beta) for Zoho Checkout. With this integration, you can connect your Zoho Checkout account with over 2000 apps that are supported by Zapier . What is Zapier? Zapier is an online tool that lets you connect the apps and services which you use to run your business with each other, without coding or having to rely on developers to build the integration. Zapier can connect Zoho Checkout to apps like Mailchimp,
Contact submitting a webform
HI, If a contact, which is already in the Zoho CRM submit a web form or a contact mention etc in social media, and lead generation is automated, what happens in CRM? Will the contact be added (which will become duplicate) or what entry is made automatically in the CRM? Where such interactions appear?
Custom Function - Magic Button
Hi, I would like to create a button that will trigger 3 actions: 1. Change the status of the lead 2. Update one field 3. Send an email template Any ideas on how I can make this happen? I believe I need to create a custom function, but I am not very good with doing that :(
What's New – June 2020
Hello everyone, This month we worked on making Backstage more adaptable for you and your event needs. We've come up with a few features and enhancements to help you organize smoother events. Here are the latest updates on Backstage. Customize roles based on your event team With every event having different tasks, clearly-defined member roles with distinctive permissions are needed. With Backstage, you can now customize existing member roles to create new roles. You can also set permissions for each
CANDIDATE APPLICATION FORM IS ONLY LIMITED TO 20 FIELDS?
"You can select a maximum of 20 fields." This is the message that I get when attempting to "opt" in more fields when customizing my Candidate Application Form. Is that because of my Subscription type (Professional)? If I upgrade to Enterprise Edition, can I add more than 20 custom fields? Before this form upgrade, my old Webforms allowed me way more fields. There are some questions that I like to ask, most are optional but how can I add more custom fields to this new Career Application? I can update
Linking bank transaction to project expense
Hello, Is there a way of adding a bank transaction to an expense within a project? It would save a lot of time if this was possible. Thanks
Need to update duplicate Zoho salesIQ client data into crm
Hi, my issue is that, if some one fills the pre chat form that data goes into the crm, and if some one renter the data into the pre chat form then that data also goes to crm excet of updating the previous client it will makes an other client. is their any one who can help me on that. Thank You!
invalid_client error - oauth2
I am trying to use the oauth2 authentication and I am retrieving a code from the oauth/v2/auth GET request as expected but I am getting an error on the POST - here is a redacted version of my http debugging output (the XXXX represent valid client_ids and client_secrets respectively). POST /oauth/v2/token?code=1000.d90ca8951a72fd0ebd7b2729dd280355.0c2fd305edfa6ad1600fdb787cbff8bb&grant_type=authorization_code&client_id=XXXX&client_secret=XXXX&redirect_uri=http://127.0.0.1:8080/callback&scope=Desk.tickets.READ,Desk.basic.READ&state=1523436222480536829
My Zoho Story#4 Marco De Gouveia - Hiring talent remotely and implementing a business process using Zoho
In this community interview series, we hope to have users across various industries share their learnings and experiences on leveraging Zoho to empower their business. This interview features Marco De Gouveia, Marketing and Digital media manager at Ecosave Pty Ltd. Marco is responsible for creating and implementing marketing strategy for Ecosave. Having used a wide range of Zoho Products over the years he has implemented different processes and campaigns using Zoho. Marco, also talks about identifying
Zoho Survey Custom Domain
Hi, I'm looking at potentially domain mapping Zoho Surveys to our company domain, however I have a few questions to ask before I go ahead with this: If we map to a new domain, what happens to all the links we have out currently mapped to survey.zoho.eu? Will they still link to the survey and do they become null and void? With CRM integration we currently have email templates that link our Deals module to Surveys for gathering responses, will CRM automatically change the mapped merge link to the
I need to insert 300 records to a zoho creator report
I am trying to insert 300 records, but I get the following error 414 Request-URI Too Large, but if I send 2 registers everything goes well . How can I insert the 300 records into the report? I share my code. //Two Records $data_xml = "<ZohoCreator> <applicationlist> <application name='zoho-cdr'> <formlist> <form name='Formulario_Carga_Inicial'> <add> <field name='ID_CDR'> <value>1213</value>
Flagged as spam?
I am trying to setup an trigger email response and received this error. Your email was detected to contain spam. Please contact support to proceed. How can I fix this? (and I am sending out any bulk messages so this shouldn't be happening).
No response from support@zohoflow.com for over a week now
Anyone else getting any kind of response? I sent in a problem I am having 8 days ago and still have 0 responses from them. I can't add Zoho CRM "Convert lead to contact" to any flow. I get an error stating a module doesn't exist and can't move past it.
Unusual activity detected from this IP. Please try again after some time
Dear Support, Please help me to solve the mentioned problem Domain : eaglefreight.info Brgds, Anwar S
CRM Customer Function Not Working
Hi Guys, I am struggling with the below if statement which I though it would be easy. For some reason when I test the if statement it keep giving the the same result 1. If Prop1 = 1 Then It would be looking into the else if statement And if Prop2 = 2 Then if should do the else statement are return a 5 Assuming the get related records returns nothing. What I am missing? Prop1 = ifnull(zoho.crm.getRelatedRecords("Property_Owner_11", "Contacts", ContID),"1"); Prop2 = ifnull(zoho.crm.getRelatedRecords("Property_Owner_21",
Deprecation of old OAuth tokens for sandbox environment APIs
Hello Everyone, As you all know, we have made a detailed public announcement on the updates in the OAuth flow. As a continuation of that, and to take a significant step in ensuring that our customers should be using environment-specific OAuth tokens, we are deprecating the old OAuth tokens for organizations accessing the sandbox environment. The change will be effective from August 1, 2020. Who will be affected? The organizations that are still using old OAuth tokens to access their organizations
COQL - Word of the day #71
COQL (CRM Object Query Language) is a SQL like language for querying data in Zoho CRM. It has some major advantages over the searchRecords API: you can use extra search operators (like, not equal, greater than etc.) and you can join multiple modules together. Read this article for an overview on COQL. This video shows you how to use it. Previous 'Word of the Day': API Next 'Word of the Day': Widget
Ticket assignment by employee shift
Hello , Good day I want a mechanism that enables to assign tickets to my Agents by shift because every Agent has their shift or if you can send me a similar sample code which was mentioned in this topic: https://help.zoho.com/portal/en/community/topic/assigning-ticket-to-next-shift-worker-when-a-customer-replies contact: ebenissa@umbrella.ly
one domain with 2 email server hosting
Hi all, i am new to email and web hosting, i recently start my own eCommerce site, i need mail service to authenticate user and order confirmations. i am using amazon SES for sending email on behalf of my domain. as SES mail receiving feature is not available in my region i can't receive email from same domain email address that i sent to customer. my plan is to create another mail server and create same users to receive emails ? this can be possible or i need zoho mail hosting to achieve this ?
31.186.226.238/32 on spam list from 1. July 2020
Hello I have problems with sending emails from my zoho account - it turns that ip 31.186.226.238/32 is blocked on SORBS list from 1.July 2020. How long should it take to fix it? message from mailer-daemon@mail.eu.zoho.com Status: 554 Action: failed Last-Attempt-Date: 3 Jul 2020 08:33:29 GMT Diagnostic-Code: 5.7.1 Service unavailable; Client host [31.186.226.238] blocked using dnsbl.sorbs.net; Currently Sending Spam See: http://www.sorbs.net/lookup.shtml?31.186.226.238 Best regards
How to check the dropdown selected value is null or not.
How to check the dropdown selected value is null or not. Iam using the following code , if(input.dropdown!=null && input.dropdown!=""),But this is not working for me. EX;if(input.dropdown=="Some value") show "Some value" else if(input.dropdown=="--select--") hide "--Select--";//i need to hide the "Some value" but that is not happening. Please suggest any solution.
Missing On-Hold Music when Someone Calls in Prior to the Meeting Starting
Is there a reason that when someone calls into Zoho Meeting from their phone and enters their phone number and pin that they get a "welcome" message but then they just enter a conference line with no on-hold music? Shouldn't there be some type of notification like "Welcome, your meeting should start shortly"...Then play some on-hold music until the next person joins?
Não estou recebendo alguns e-mails
Consigo enviar e-mail mas não consigo receber, gostaria de ajuda!
Cannot Update Site Domain nor Publish! PLEASE RESPOND!
I am still waiting for a response! Will someone PLEASE respond! herb@herbmiles.com Sat, 04 Jul 2020 7:56:50 AM -0400 "support" <support@zohosites.com> "Any solution to this? I cannot publish my site until this is resolved! ---- On Fri, 03 Jul 2020 09:13:00 -0400 Herb Miles <herb@herbmiles.com> wrote ---- I followed the instructions below, but when I added www.coastalturnings.com it was added without "www.", and every time I then try to add www.coastalturnings.com I get this message: "This
Error getting emails from Office365 to Zoho Mail
We are running into some issues with migrating from Office365 to Zoho Mail. Here is the setup a@culytics.com was hosted on Office365 and is being moved to Zoho Mail. b@culytics.com is hosted on Office365 and will stay there for some time. c@culytics.com is hosted on Zoho Mail Now the issue is b@culytics.com is not able to send email to a@culytics.com. We get email not delivered error - error code 5.1.10 in Office 365, c@culytics.com is able to send emails to a@culytics.com. I am also able to
Moved from Office365 to Zoho - but calendar invites are not migrated
Just moved from Office365 to Zoho. emails got migrated, but calendar did not get migrated (even though the migration app says that calendars were migrated as well). When someone is forwarding these meeting invites then I am not getting them as well. Thanks,
Part II: Valid TimeZone value for Outlook (Zoho Flow)
I'm still trying to resolve an issue with a Zoho Flow: https://help.zoho.com/portal/en/community/topic/valid-timezone-value-for-outlook-zoho-flow Can anyone help with this? Thank you!
IMAP not Sync with Web Mail not Sync between 2 IMAP Clients
Hello Zoho Community, We have been using Zoho for a year. Our mail account is for customer support and is having about 100 mails every day. We are having 2 people check and reply emails every 12 hours in turn on their own desktop via IMAP and SMTP. On web mail, all emails are shown as unread even though all emails have been replied from IMAP client. (Actually we login to web mail not very often.) From the attached file, we have about 4500+ unread emails from inbox but actually we have each and every
Shopify Email Order Notications Rejected - "Undelivered Mail Returned to Sender"
Please help! I am wanting to use Zoho as the host for my Shopify emails. I need notification emails for incoming orders to be sent to my email I have registered - I have followed all steps posted on Shopify and Zoho. Here's the reject message that I receive in Zoho - can anyone assist? This is the mail system at host smtp.shopify.com. I'm sorry to have to inform you that your message could not be delivered to one or more recipients. It's attached below. For further assistance, please send mail
How do i integrate google analytics to Zoho Campaigns?
I was looking for an option to integrate google analytics with zoho campaigns. But i could not find the option. Kindly help me on how to do this. Thanks
Clone Signup Form Doesn't Work
Hi, I just cloned a signup form thinking the same image and formatting what I had already worked out would copy over, but it would not. Original Form Cloned FormAs you can see the images are different. I wanted to just upload a new background image to the new form, but now I have to redo it. Thank you
Attachments button not showing when editing email template
The Attachment button has disappeared from my interface when I try to edit email templates (screen-152). I'm sure it used to be there - I have created emails with image attachments so it must have been. And the help system suggests it should be there too (screen-153). How do I get it back? It's pretty essential.
Urgent Help needed with Zoho Mail/Calendar
Yesterday I moved from Office365 to Zoho Mail. I migrated all the calendar/emails to Zoho Mail, but I see some issues. What is working I am able to send emails to others and they are getting it I am able to get emails sent from others. All the emails from Office365 got migrated successfully to Zoho Mail What is not working Even though the migration says that all calendar entries were migrated - i do not see them on Zoho calendar I am able to create new Zoho calendar invite and invite others. They
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