Zoho Calendar to CRM Sync Issue
This morning the Zoho Calendar to Zoho CRM sync is not working correctly... or maybe it's not displaying correctly. I'm not sure which. 1. Can't see my CRM items in my selected color 2. When I click on "others" it shows everyone's schedules - including mine. I have removed the CRM sync, re-synced, no change. Tried clicking and unclicking boxes, no change. The administrator says that no changes were made to the Calendar or CRM.
I am confused....or outraged, can't decide...about blueprints
I just created a blueprint. But when I go to use it, it's telling me it will be applied to "tasks". I'm sorry, aren't blueprints supposed to be applied to projects....you know bc projects usually have MANY stages, but tasks only a few????? This is why CRM has blueprints for leads and not calls, tasks and events. So i created this big blueprint which has been applied to tasks, and I realize that bf I can get to the task status that applies to a particular task that is located lower in the pipeline,
Domain Verification Fail after Domain DNS Records are Updated
Hi there, Please see attached screenshots. My domain host has updated the DNS records but I am still unable to verify ownership of my domain. Please could you asssist
Vendor Module
Will we ever see the Vendor module have similar characteristics to the Client module? Meaning multiple contacts!
[Enhancement] Round-robin for automated task assignment
Hello, It would be very nice to have the possibility to define a round-robin patter to a task that is assigned by a workflow. For instance, whenever lead reach a score, I want to randomly assign a task to a sales rep so that he can call him. See enclosed
Connect fb page
how we can connect fb page with salesiq zobot
100% Tracking Limit
Hello, I've had the following email below, could someone offer some advice please? What plan allows 0 visitors? Seems like the 100% tracking limit for this month has been reached. Your Zoho One plan allows you to track 0 visitors.
Track back created customers to leads (including information on lead channel and lead source)
I'm looking for a way to track the efficiency and profitability of a booking (deal made/customer created) by following the booking back to its original lead, which has all of detailed info such as lead source, channel. My goal is to determine which type of lead channels are conversing best through Zoho. I currently have stage 1: leads, stage 2 sales enquiries and stage 3: bookings. Any ideas are highly appreciated. Thanks.
Tip #25: Customizing the Search Results layout in Zoho CRM
As part of our weekly Tips and Tricks series, we are back with a quick tip on customizing the search results layout in Zoho CRM. As you already know, you can search records using the Global Search option. For instance, you want to fetch the details of a contact called Smith, simply enter the keyword "Smith" in the Search text-box and Voila! You will see the details listed as related lists from all matching modules. But here, each related list you see above displays a standard set of columns. Say
Billing History
Hi, Where do I find my billing history? Thanks, Paul Semanski paul@ngagebrand.com
Why do PayPal fees not show up as a line item. Makes it impossible for us to match transactions with eBay sales.
Hi, When we try and match Ebay/marketplace sales we are unable to do it via the match transaction feature as the amount we receive has already reduced by the Paypal fees and therefore we cannot match it with the invoice that is auto generated via an automation in Zoho Invoice. In our old accounting tool PayPal showed the correct amount and then another line with the fee separate which we could auto classify as "Banking charges". How do we work our way around this to ensure our accounting is correct?
Tips and Tricks #25: Back up your data by creating ZIP files
Hi everyone! We're back with a Tips and Tricks article to help you better understand WorkDrive, Zoho's file management and content collaboration platform. If you'd like to read our previous articles in the Tips and Trick series, you can find them here.
ZRemotely
What is the plan for ZRemotely? We are using this and loving the functionality. However, this seems to be coming to an end in July. Please advise ASAP.
Instagram Post Problem
Hi Team, I am not able to post or schedule posts for one of our client's Instagram profile. It will be really grateful if we can get help from Zoho team. Thank you
Learn from Home - 1-Minute Marketing from Zoho Campaigns
Hello everyone, By now, learning must have become an innate skill for most of us, thanks to the resources available online. We, from Zoho Campaigns, would like to make learning an enjoyable experience for you! With that, comes 1-Minute Marketing, our video project that helps you quickly grasp the email marketing basics through less-than-a-minute lessons. We've covered the basics of email marketing, under the categories of: - Beginner Zone - Personalization and Inclusion - Optimization and Deliverability
Zoho Desk now integrates with Zoho Sprints!
In a typical software company, the development team works alongside other teams such as marketing, product management, and design, each performing a variety of unique tasks that help build a product. When customers use the product, they often provide valuable feedback about their experience. However, they may not have enough coding knowledge to modify the apps they use. Engineers, on the other hand, are equipped to build and code software. This creates a gap between the people who build the software,
Notification on iOS
The notifications on iOS are in a separate tab. So if I open and reply all the ticket, it doesn't clear the notification, I need to go to the notification tab for them to dismiss. Why it doesn't work like email, where the notification on the app give you the number of unopened tickets. I want to say that other than that, I really like the app, it's a pleasure to work with it and the design and UX is very nice.
Não recebo e-mail, envia normalmente
Após criar minha conta no zoho.com e configurar o email, estava tudo funcionando normalmente, agora apenas é possível enviar e-mails, mas não receber o recebimento ... a mensagem é o seguinte: A entrega ao destinatário a seguir falhou permanentemente: Contato@lindaslolasesaradas.com.br
Add City to Company
Guys, We sell to food manufacturing plants across the country. Often, one manufacturing company has multiple locations. To sure it's easy to recognize the specific factory location by name, we add the city. For instance - Del Monte Foods - Plover, or Del Monte Foods - Rochelle. What would be the best way to automatically append the city to the account name when saving or editing a record? Is there a workflow automation that would make this simple? Or is scripting the best option? Thanks JV
6/19(金) Meetupセッションのスライド共有
6/19のMeetupにご参加くださった皆さま、ありがとうございました！今回は、セッションスライドの共有許可をいただいたので、以下にて共有します。今回ご参加が難しかった方も、ご参加いただいた方も、Zoho活用のご参考になれば幸いです。 1.Zoho サービスユーザー活用事例 「業務をすべてクラウドに〜Word Excel Outlookは使っていません〜」 （有限会社西尾システムコンサルタント 西尾 真言さま） 2.「Zoho CRMと他Zoho サービスの連携について」 （ゾーホージャパン 守靖康） デモにつきましては以下の動画でも紹介しているので、よろしければご参考ください。 https://zurl.co/yOfb ユーザー事例のセッションに関するご質問がございましたらコメントいただければ、 西尾さんがご回答くださいます！ なお、恐れ入りますが録画動画の共有予定はございません。 次回のMeetupもオンラインか、従来通りのオフラインに戻れるかまだ決定しておりませんが、 （Meetup中に行ったアンケートではオンラインMeetupの方が人気が高かったので、もしかして皆さまオンラインの方がお好きでしょうか...）
Custom Function to pull info from Deal to Contacts
Hello, I'm trying to build a function in Zoho CRM to copy information from our Deal (called Opportunity in our production environment) over to the contact. Each deal relates to a single retail chain (walmart, target, etc). A contact may have multiple deals associated with them. So I have created a field on our deal called Chain where the sales team puts in the chain associated with that deal. On the contact is a multi-value field called Chain. My code is such: relatedcontacts = zoho.crm.getRelatedRecords("Contacts","Deals",dealsId.toLong(),1);
Incoming Webhook -> Zoho CRM - format mismatch
I am trying to create a Lead in CRM from a payload coming from a Webhook. (Partial) Webhook payload is: {
"webhookTrigger": {
"payload": {
"data__xml": "<?xml version=\"1.0\" encoding=\"UTF-8\"?><form_data><time_submitted>05:00 PM UTC</time_submitted><page_uuid>b89733f7-1d7c-4ed9-b3ea-7d6bed508e58</page_uuid><lead_source>Symphonic</lead_source><label_or_company_name>CC3</label_or_company_name><phone_number>123</phone_number><email>aa3@bb3.com</email><page_name>Symphonic Get Quote</page_name><date_submitted>2020-06-12</date_submitted><last_name>BB3</last_name><first_name>AA3</first_name><ip_address>50.92.99.210</ip_address><page_url>https://get.plaympe.com/symphonic/</page_url><variant>j</variant></form_data>",
"data__json":
Calculation of CTC
I haven't received any response to my previous request from customer support. This is very disappointing as it has been more than 3 days I would like to calculate the CTC structure easily in INR as well which Zoho recruit is not supporting. The calculations are quite complicating and difficult to understand.
SalesIQ script
Dear team , I have 2 questions 1. can sales IQ be used in WhatsApp business ? If so how to make WhatsApp integrated with platform of ZOHO crm ? 2.Can zia get trained and reply for WhatsApp to ? Thanks
Deal V/s Vendor
Hi, I would like to sought help from you guys for solution of the issue. I get inquiries from customers and then check the prices from our vendors and then quote to customers. I enter the prospective inquiry in CRM as deals. Then I want to send RFQ to my vendor and link it with deal so when I won the deal I know who was the vendor to make Purchase order. I want to link all stages from leads / deals to Invoice and later stages if any. Or a Vendor field in Deal Module so I can enter all the specific
Vendor Information
Can we ever expect to see a format for VENDORS like we see for CLIENTS. A CLIENT can have several CONTACTS, and in ZR each can have their own profile. Vendors can have several contacts, but ZR does not allow for this.
Modernization of the chat
Are you guys planning on modernizing the chat? For example to have something a bit more integrated like what Intercom offer? So there is no timer, no waiting for an operator, if we are not there, we can reply once the customer is gone and they get the reply over email?
Pick List Field - Word of the day #62
Pick List (or Drop-down) field is a field type in Zoho CRM that allows you to set a list of options for the CRM users to choose from, when submitting data. For example, when creating a new lead, you would want users to select an industry from the drop down list in field called 'Industry'. As an administrator of Zoho CRM account, you can edit the default pick list options provided in Zoho CRM. Multiple pick-list option enables selecting multiple values when creating or editing a record. For instance,
Issues with ClickSend SMS plugin
Hi, I'm using the ClickSend SMS plugin in Zoho CRM. I've connected it to my company account and it works well from the admin account I installed it on. however, when I try to run it from another user account, I get an error: I've given the user access to the module and the buttons on the contact module, but it's not changing their accessibility. Is there something else I need to perform? Thanks Luke
Cant send email from one account
Hi We have 2 users User 1 (super admin) can susessfully send emails from zoho User 2 (admin) can not send emails from zoho, it looks like they just dont leave Both users have office 365 accounts for the same organisation Any ideas? Richard King
Send email with button
We are giving our sales team to enter contract information. Our acctg staff is in-charge of assigning unique ID for these records. I would like to add button "Request ID" on top of the details page. Sales team can click on this button and if the record is missing ID, it will send email internally to our acctg team to act. Also looking to use email template in this regards. Can anyone please advise how can I go about doing this? Thanks Manny
How do I change the default date format for the entire organization?
We're located in the US but Analytics is showing dates in dd/MM/yyyy format which isn't the US format. How can I change the default date format to MM/dd/yyyy for the entire organization in Analytics? I know how to format a specific date column in a table but I don't want to have to do that for every date column every table we create. I need it to default to MM/dd/yyyy. Thanks!
View Only Boards
It would be helpful for an admin to be able to designate a board view only. We migrated from Trello to ZohoConnect and there are some uses cases here (https://trello.com/inspiration) like the Employee Manual where we would not want users to be able to edit tasks. We would only want them to be able to view, open/download attachments).
Displaying a Industry and Size field from Companies module in the Contacts module
So the Contact module currently has a lookup value field that displays the Company Name in which that contact is associated. In the Companies module there is a field called Industry and a field called Size. How would I be able to get it so that when viewing a contact it also displays the Industry and Size field that comes along with the associated Company Name?
Condition editing
Hello, everyone. I've encountered a problem where Zoho writer doesn't process conditions properly while doing a mail merge. My actions I have checkbox "Light" checked in Zoho CRM Then I create a condition in Zoho writer that: if "Light" is True (checked) show{Symo light} if otherwise show{Symo} That's how it looks in the document And that's how it looks on merge preview: Remember, the checkbox "Light" is checked, therefore it is "True", and because it is "True" it should show "Symo Light" not "Symo".
How can i send a snap shot of a dashboad
I would like to send a snapshot of a dashboard to my team on the first of each month all i see is a way to export a csv or xls is there a way to schedule a snapshot of a dashboard maybe a PDF.
Knowledge Base Logo & Display Name
I am having trouble getting our logo to display correctly. It is the recommended 200 x 40 size, but appears squished on the page. I also cannot find where to edit how our company name is displayed. It does not need to show "inc." The obvious place would seem to be Desk > Settings > Rebranding, but there's no name option there. Under Desk > Settings > General there is no "Inc". Nor under Zoho One > Admin > Organization https://desk.zoho.com/portal/loring/kb
All contacts to sign estimate in Zoho Books
Good afternoon, I often work with more than one person on a project so when they sign the estimate I would like it to be possible for both contacts to sign before the estimate is agreed. Is this possible?
Any way to not require a contact email on a ticket?
Hello, We have many circumstances in which we are filling out tickets, or they are coming in through email, where we simply do not need a contact nor contact email in the ticket (an account reference is sufficient). Any way to lift the requirement of this field? Not seeing any way to do it. Thanks, Paul
You do not have access as your account is disabled. Please contact your administrator for details.
Trying to access the Invoice API to create an item, but it is throwing this error: Please let us know what to do further. How is the account disabled, when we are able to log into it successfully!
Next Page