misleading date information in Zoho Calendar Module
Hello, I find that there are incoherent date format hint in the Zoho Calendar create event form After several failed in formats, I finally find the above yyyyMMdd is the correct format to use. Please remove the below two wrong format hints. Best,
Overdue Balance / Account Statement
I noticed that by default, when a customer receives an invoice, it does not contain any information about any unpaid balance due on previous invoices. Is there any way to enable this? Sometimes our customers do not pay for several billing periods in a row, and I would like a way to show them the total amount owing as it accumulates with each successive invoice. Thanks, Edward
Customer Portal Button issue
I recently tried the rebrand of our customer portal, and got everything set up correctly. I can see that the new portal link works and is set up correctly in the Help Center Access Control section. However, the Cases.Customer_portal_button variable in the email template uses the link that is set in the General > Rebranding > Portal Name section which I cannot edit to go to the right link. It instead tries to force the customer to go to our actual internal support queue. Any advice would be appreciated.
Why did you remove the 'Meet Now' feature under leads and Contacts?!?!...
...We use this feature everyday and it just up and disappeared, please fix ASAP!
How to get Task Custom Fields Ids
Hi All, I hope you all are doing well!!! I am creating projects and Tasks in ZOHO from an external platform. I have created a custom field in the task. And now I want to set that Field value while creating new task using API . So I want id of the custom field. Where I can get Task custom field id. Which API should I use to get id of Task custom field? and again can I see the custom field id on Zoho project UI.??
Zapier - Zoho CRM contacts —> Zoho Mail Contacts
Hi All Newish to Zoho, and discovered no sync between Zoho CRM contacts and Zoho Mail Contacts. Looking at Zapier as an option to sync new/updated Zoho CRM contacts over to Zoho Mail Contacts. Wondering if anyone has successfully done this and any feedback? I’m not an expert at Zapier either. Cheers, Rob
Bulk Read - Record Count
Hi all I want to set up a CRM schedule that counts the records in a custom module that meet certain criteria and record that number in a field on my Accounts module. As there are more than 200 accounts and the number it will be counting is more than 200, I think Bulk Read is the only way to do this. My problem is, I just can't get my head around creating the query. Once I understand the structure of the query itself, I am fairly confident in my ability to do the rest. Is there a simple way to
Project Custom Field API
Hello, I can't find where i'm able to retrieve the projects custom fields informations with the API. What is the GET function i should use?
How do I export all my contacts from Zoho to an excel file?
Probably it's already been asked but I could not find anything... Can you please help me? Thanks for the support!
How to modify, remove, or hide standard Contacts section from Accounts when using Many-to-Many module association?
In our business there are sometimes people who work for two Accounts, so we are setting up Many-to-Many module association for the Account-Contact relationship. Ideally, I would like to convert the existing Account Name field in the Contacts module from a Select to a Multi-Select Lookup. Is this possible? (I have not found a way). Second best is adding a new Multi-Select Lookup called "Accounts" to the Contacts module, then delete the old "Account Name" field, but the customizer says I can't delete
Email templates restriction feature
Hello Zoho Team, I was thinking about a feature that could make our life easier, as recruiters. Candidate care is more and more important, giving them a feedback about their application is critical to keep a good Corporate image and that's the least candidates ask for. That's why creating email templates to reply to candidates more easily, more quickly, is a must have. But, sometimes candidates apply to multiple offers that we have, and if they receive the exact same rejection email for their application
Unable to delete the Zoho "Hello and welcome to your Streams!" post.
I'm unable to delete the Zoho "Hello and welcome to your Streams!" post. None of the "action" icons (such as "like") are active. Just want it gone, gone, gone.
ZoHo CRM Quotes not populating taxes from ZoHo Books
Hello everyone, We have set Zoho CRM to "connect" to Zoho Books so for example, if we add a contact in Books, that contact will also appear in CRM. Being in the United States, we are able to get the tax rate for each state and then manually add that to Zoho Books so we can associate a given tax rate with a customer when it comes time to invoice them... So far, no problem. Unless we have our sales team create a quote in CRM...The taxes we have entered in Zoho Books are nowhere to be seen/found and
Create one email template for Contacts and Leads
I'm currently moving from Salesforce and it would be nice if we can create one email template that we can then use for Contacts and Leads. Right now in Zoho, even if we want to send the same email, we need to create two templates. In Salesforce, you can create one template for both and they handle the merge fields that way, so you know which field is common to contact and lead and you can use accordingly. Would it be possible to implement something similar? Thank you.
How do you guys define what is a project and what is a task
Hello fellas, I'm starting to use Zoho Projects to manage my company and I'm thinking: How should I define what is a project and what is a task. For example: to integrate a new API into my system. Is this a project or just a task? How do you guys define it? Thank you a lot Kind regards
Execute a Blueprint on the move!
We are pleased to announce that a Blueprint can now be executed right from your Zoho CRM mobile app! Suppose you are on a field visit to meet a prospective customer, and you land a deal. You don't have to wait until you get back to your desk to update the status of the deal. If the deal is part of a Blueprint, you can execute the required Transitions and update the deal's Stage right from the Zoho CRM Mobile app. Simply go to the Detail View of a record within a process, tap on the Transition
UPDATE TAXES AUTOMATICALLY
Hello, In sales orders I have a list field with: EXENTO 10% 21% I need to update the taxes in the product automatically. This will be execute via workflow rule when edit proforma. Thank you
Importing a list of products to associate with accounts.
Hello, I've been researching this and haven't come up with a way of doing it. We already have a list of products in Zoho CRM. What I'd like to do is import a list to associate products that an account has. Example, XYZ Company has product 1 and product 2, is there a way to import this? Thanks, Paul
Remotely free to use till September 1, 2020
Welcome to Remotely's Community space. We launched our remote work toolkit in the second week of March, 2020 at a time when the Corona virus pandemic was just breaking up. We wanted to open up all the remote work tools we had always been within Zoho. We identified 11 different apps which we felt will give teams/organizations their best change in swifly moving to remote work mode. We had initially announced that the remote work toolkit will be free until July 1, 2020. But it is now evident that things
Changing billing and shipping state to 2 letter abbreviation picklist versus single entry (free form)
So, I contacted Support today because I want to eliminate the possibility for error or just to eliminate the potential for multiple ways of entering the billing and shipping state. The standard field is single line (manual entry). I want to just load the 2 letter abbreviation for each state and make it a picklist. Chat support says this is their current flow and thus not able to do it. This is mind-boggling. Anyone find an alternative? I removed the field, but can't delete and create my own new field.
Displaying report in public website - can't get it to work
What apparently seemed to be a fairly easy task, it's becoming a nightmare for me. I have created report with the price list of all our services. This report includes 7 fields like Service name, price, category etc... show in the image below and the list goes on... Now, what I need is to filter out things displayed on my website where I will publicly be showing our price list, but I don't want all columns to be seen. For example I need only Service and Price columns to be shown. What I've tried is:
Working remotely with Cliq: How to host a meeting efficiently via GroupCall and Live Video Feed in Remote Work.
Accessibility and engagement are the two main essentials for workplace productivity. Remote Work in Cliq brings you Live Video Feed and Group Call to help you make sure, you are accessible and available for collaboration. In this post, we will share some exclusive tips on how to host a meeting efficiently via Remote Work. Group Call in Remote Work Nothing better than a live team interaction to brainstorm new ideas but working remotely the next close thing is group call. Group call in Remote Work
Introducing custom member roles and privileges
A team isn't always the same when it comes to its members' roles and responsibilities. This is especially true in the event world. Given the wide range of event types, distinctive roles that fit the shoes of every event member in the team are definitely needed. Say you would like to restrict the decisions made for branding your event to just a few people in your team. Or perhaps you only want the event organizers taking care of ticket payments for events. You can easily manage these needs by making
Kaizen #37 - Webhooks in Zoho CRM
Hello everyone! Welcome back to another week in the Kaizen series! This week, we will discuss webhooks in detail. What are webhooks? Webhooks facilitate communication with third-party applications by sending instant web notifications every time an event
How to remove an Account from Zoho MH that should be connected with organization?
One of the Users had created an Account in Zoho MH (the trial) before he was supposed to have this app assigned. How can this User delete a trial Account? Is there an instruction? Will be grateful. Katarzyna
Is Bookings not included in the Zoho-One bundle?
I am trying to set up Zoho-Bookings for my educational institutions, but at each attempt I am trying to set it up (adding location, adding service), Bookings prompts me to "upgrade to premium service". Is Bookings not part of the Zoho-One bundle despite the fact that it is listed as such?
I am zoho one user and asked to pay for using flow
Dear team, I have choose zoho one and subscribe to all employee plan and when i am using zoho flow it say i need to upgrade where as you have mention in your website that zoho flow is the part of package when we subscribe zoho one. Please let me know about it. Regards, Admin Park View by Vision Group
Sync Plugin für EU Servers not downloadable
Good morning, I'm trying to set up synching of my Office365 User Calendar with Zoho. However the download link suggested in the settings is no working: https://www.zoho.com/calendar/39746644/ZohoMail-SuiteSync_EU.exe The "Non EU" plugin doesn't work as it doesn't accept my login. Regards, Dirk
Is the system updating without our knowledge?
I feel as if anytime I open the CRM something is changed around. It causes a lot of confusion with our sales team, and processes they are used to using. For instance, the "schedule/complete call" section is completely different now and its much more difficult to use, not to mention we are unable to put in the duration of the call. In turn this causes issues with our reporting because it shows the calls as "unattended dial." If there are going to be updates and changes could we get a heads up? Its
Automate lead generation using SalesIQ and CRM integration
Integrate SalesIQ with Zoho CRM to get the max out of your lead generation process. Zoho CRM can help you perform deeper analysis on your leads and enriches your customer data by providing valuable information on prospects. This integration allows you to manage all the needed CRM data within the SalesIQ app. This can help you to automate your workflow and target prospective customers. Many features in SalesIQ can be customized based on the CRM values, by combining both the data from SalesIQ and
Zoho Closed
maaf pak, saya indra, mau bertanya kalau formulir zoho tiba tiba closed,, dan tidak bisa digunakan itu kenapa ya? https://forms.zoho.com/mamualliminsruweng/form/AbsensiOnlineGuru
Create Deal Flyout/Screen
Is there any way to modify the fields that appear in the "Create Deal" section/flyout?
Remove unnessary date-time from X axis
How can I remove the unnecessary date-time from the X axis and only display the date-time for actual points on the chart? With Analytics randomly filling them in, it make the chart very difficult to read (see attached screenshot).
Webhooks in Standard Plan
Good Day, Can I use the webhooks in Standard Plan? Thanks, Jhon Paul Del Valle
"Can not perform this operation" error when using "Save As New" for custom report
I have modified a report, and attempt to save a copy of this Report, but when I do, I get "Can not perform this operation" I can run the report, I can export the report, but I cannot save the report for future use.
URGENT! Custom Function FORBIDDEN","message":"You are not authorized to access this resource"
This function was working perfectly putting into Authtoken variable the ZSC Key. Creating a new Department, the same custom function (copy and paste) is not working. Running the Custom function manually, it display this error: updateTicket : {"errorCode":"FORBIDDEN","message":"You are not authorized to access this resource."} Please, need help to generate correct Authtoken to run this Custom Function. I have asked to the support on monday. Today is Thursday and I didn't get a definitive answer....We're
Phone conference number and video options
How do I get the phone conference information to be available for my meeting participants? When they enter a meeting, they are only provided the option to call in from the computer. As the presenter, I have a phone call options - I'd like that to be available to all participants. Also, when using voip - is there an option to disable the computer's video? Thanks -Chris
Zoho Campaign Sync limit - 50
Hi, We're new to Zoho Campaign and are using it to sync contacts from Zoho CRM to Zoho Campaigns. We're syncing two main lists - each with about 40 segments. We're syncing these daily, so we're going to hit the 50 syncs/month limit. Is there a way to increase this limit, or to sync every two days? Every week is really too long between syncs, but every 2 days would be sufficient. Thanks Luke
I'd like to know if there is actually a SINGLE mid-size company using ZOHO successfully?
I am asking this in earnest... I would really like to see if any mid-sized company has actually had success integrating ZOHO successfully into their organization. Our organization was initially attracted to ZOHO because of its (seemingly) enormous amount of features that we could grow into. So we committed to the platform. However, as time has gone by, and we have attempted to integrate additional zoho apps, it has been nothing but heartache and massive wastes of time. The fundamental question we
SalesInbox attach e-mail to deal
Hello, I have setup and started using the SalesInbox feature in Zoho. I could not figure how to attach an e-mail to a deal in the SalesInbox. Our company is dealing with a lot of partners, and I will for example receive in the same day 5 e-mails from the same contacts but that should be associated with 5 different deals, how would I go about that? At the moment, it seems that the only solution is to use the Outlook Plugin in Outlook to attach those e-mails.
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