Zoho Sign and Zoho Workdrive Integration with Zoho Flow
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive using the Zoho Flow integration. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named "John Doe". I have a folder created for each customer due to the Zoho Sign and Zoho CRM Integration. I tried using Zoho Flow for a Zoho Sign and Zoho Workdrive integration, but some errors have appeared. Thanks in advance
Zoho Desk has been extremely slow
Since we've started using Zoho Desk a few years ago it's always been a little bit slow - at least compared to other Zoho Products and other Help Desks we've used in the past. But the last few days it has been horrible. We are all remote workers so we have different internet, computers, etc and we're all experiencing it. We have to refresh the page a lot to get information to show. Changing the blueprint takes like 5 seconds or so. It's almost unusable sometimes and it really slows down our productivity.
Missing features
Hi, We are checking your apps with our team and want to go forward with it and implemenmt it as our system. But after working with it and researching the web we found out that we are missing some strong key features that we need to be open for us: Pipelines Marketing Attribution Segmentation Translations Wizards Social Sanbox Review Processes Can we please open it for us so we can proceed and use the system using all the needed features? Thanks, Kobi.
Flow fails with message "integration disabled in showtime"
I have built a flow to automatically add registration to a Showtime Remote Session. The flow is triggered when a Zoho Form is submitted and the details submitted are used to register the person to the session. While the Test & Debug shows that the flow works, the live flow always fails with the error message "integration disabled in showtime." Appreciate assistance in getting this integration working.
Zoho Workdrive and Zoho Sign Integration
Hello, there. I want to know if it's possible to save a signed document from Zoho Sign in an specific folder for each signer in Zoho Workdrive. For example: If John Doe signs the document in Zoho Sign I want to save it automatically in a folder named "John Doe". I have a folder created for each customer due to the Zoho Sign and Zoho CRM Integration. Could I achieve this using the approach of the Zoho Sign and Zoho CRM Integration? Or do I need to look for the Zoho Sign and Zoho Workdrive Integration?
Zoho Meeting - How to change your camera or microphone after the meeting has started
I can select my camera or mic at the beginning of the meeting which is great. I already know how to do that. However, I cannot find a way to change during the meeting without leaving and returning to the meeting. The exit entrance interruption is very frustrating for an attendee, and even more so if you are the host. If the host must change mics, the meeting ends and everyone has to wait for you to exit, change mics, and start meeting again. Then they all have to log back in. Is the feature there,
Insert Records API endpoint - Activities not working
Hi, When I try to create an Activity using the v2 of the CRM API, I get a 400 INVALID_REQUEST_METHOD - or, if I change 'Activities' to lowercase, a 500 INTERNAL_SERVER_ERROR. According to the documentation, it should be possible to create Activities using the Insert Records endpoint, as the endpoint claims to support all modules that the List endpoint does. Is this a bug?
Portals - Can I pull info from Zoho CRM to fill the details such as billing address in the order form
Hi I have create an order form in my reseller portal, I now would like to have the customer billing address and company name pulled from Zoho CRM Is this possible, if so how Thank you Jonathan
Problem With First name and Last name in the Contacts module tab
4] First name-Last name problem in Zoho CRM a] Last Name is required field while saving any name of customer inside Contacts. b] very often I do not have last name known to us of the customer - so put first name into last name field c] do not want to put first name in both fields [ First name as well as Last name fields] d] do not want to put some placeholder in Last name field e] DO want to use first name in emails while sending emails using mass email and email templates e.g Dear "First
Can we automatically associate milestone tags to tasklists and then down to tasks?
I understand that Zoho projects follows the hierarchy of Milestones -> task lists -> tasks It appears that the tags assigned / associated to the milestones do not get auto-assigned to the tasklists / tasks under the milestone. Is there any way to do this in projects? It is extremely tedious to do tags association at each level.
Zoho Inventory Reports question
I created a role for Inventory management which will help to only keep track of the inventory. I have given this role Inventory report access. Is there a way to hide one of the reports under Inventory reports that are available (7)
Selecting Alternate Email to Send from
I have a few email addresses that appeared to be setup but I don't see how I can select the email I want to send the email from. I only able to send from one email address I want to be able to toggle back and forth as required.
Integrating Mail, CRM and contacts
Hi all, Maybe you could give me an answer to the question below. For me, it is important whether this is feasible in Zoho
Assuming there are three objects:
1. Contacts
2. Leads (Leads are actually contacts in the preliminary stage)
3. Emails
Further, there are 3 employees in our company
Employee 1
Employee 2
Employee 2
My question:
Can the zoho one system provide either or both of the following ?
- employee 1 clicks on a contact / lead A, and then emplyoee 1 sees all the corresponding
Manual Entry for GST paid, by CA
Greetings, My CA pays GST amount directly from GST portal from his account, and then I send money to his account as per my conviniance. Since I don't want to enter manually on Zoho Books each entry of GST payment done as per GST Challan, What single entry can be made to reconcile the Bank Statement ? Awaiting kind help. Thank you
Updating a field from a transition in a blueprint
In my industry we collect contract end dates for certain business services and then contact them 90 days prior to these dates. I have updated the leads layout to include fields for contract end dates. During the transition which prompts the user to gather these dates, I have set up a "during" process which is asking for the end dates but it doesnt update the fields accordingly. Any help would be appreciated.
Update order sale amount with the amount of the Deal
Hello, I would like that when I create a sales order, the amount would be automatically updated with the amount of the Deal. in order to do so, I would like to have a workflow rule in the sales order module: when sales order is created; when amount is empty or 0; then update the amount of the sales order with the amount of its linked Deal. Thank you
Community Learning Series | Digest #2 - June 2020
Dear customers, We launched the #CommunityDigest series a couple of weeks back and received positive feedback on edition #1. Thanks for your support! We are glad to bring to you the second edition of our digest. 1. Upcoming Webinars [On-demand webinar] 6 ways to use a recurring billing tool as a customer retention system Watch Now 2. Tips and Tricks In the previous digest, we looked at implementing a "30-day money-back guarantee" strategy for your business. Here's your takeaway from this edition:
Zoho Vault's extension for Safari is now available on App Store
Hello everyone, We're happy to announce that our all-new Safari extension is now available on the App Store. You can download the extension from the Apple store and access all our new features and enhancements. The new extension encompasses a multitude of enhancements such as: The stylish design of our new interface A full-page extension Swift loading time Organized access You can read about the enhancements in detail from our recent announcement. If you're currently using the beta version of the
Trying to edit an article in a Zoho Connect manual
I'm in the process of moving several company procedures into articles within a manual in Zoho Connect. I've created the manual, and input 2 articles so far. The input was fine, but I can't figure out how to go back and edit an article that's been published! I see no edit option anywhere and I'm logged-in as theAdmin. Help! -DH
Reporting for Users in Community
We would like to see the activity of customers inside of Desk's Community, using the advanced reporting is there a way to report on activity by user?
Include Contact Details when exporting a deal to excel
It would be useful that the export tool also include address details for the Customer when exporting deals. At present it only exports a lot of behind the scenes columns and lacking the details that the user want to see or use. Currently when I export this information I am having to link them inside excel. Thanks
Candidate portal customisation
Hi, I have asked this question already. I need 5 additional custom fields. I informed that I could be given 5 extra slots in January. to date have not been granted the access. In my opinion 10 custom field addresses is not a lot. We take a lot of time to develop the ATS to benefit us, but your candidate portal is limiting our progress. Your feedback is appreciaated.
Zapier Integration to Creator
Hi, now after few months creator V1 API will be decrypted. & New API needs auth token and it will valid 1 hr. every request we need to validate that token so on. But now, for automation tools, such as Zapier or Zoho flow Used old base authentication Token now they are automated tool then How We can do for As per New API V2 base?
Follow up calls with CRM
Hello everyone, I'd like to know if we can follow up our calls with the CRM. I watched some videos on YouTube but in vain. What I mean by follow up, is to know: how many calls I passed today/this week/this month and throughout all the calls (of leads) I did, how many of them have I achieved to convert into "customers"? It would be nice for example to know this... Let's say I called today 25 leads and 5-6 of them wanted our services so they became customers. If anybody knows, thanks in advance for
Tracking sales activities in Zoho Recruit
Do most agencies track Consultant sales activities in Zoho Recruit or do you add on Zoho CRM to record clients, sales visits, etc.?
Hello, I have a contact form on our website to capture leads. When a user fills it out the lead is not created in Zoho CRM and I have to do it manually. Could you help me figure out why I am not rece
Hello, I have a contact form on our website to capture leads. When a user fills it out the lead is not created in Zoho CRM and I have to do it manually. Could you help me figure out why I am not receiving the leads at the CRM?
Zoho form as a "Web Tab" in Zoho CRM
I was trying to use a zoho form as a "Web Tab" in zoho crm. I used the permalink from zoho forms > share It did make a tab and I could see my form but when i tried to fill it out, the dropdowns were not readable except for the very end of a longer choice. on one question what can i do to make this work right?
Step-by-step Setup and Best Practices for New Admin
I am going to echo something similar to what several others have posted. I'm trying to find a step-by-step guide for administrators to set up a new Zoho system, and associated best practices. There are several videos, and documentation of features, if I know what to look for. I am tech savvy, but short on time to prove this system to our President. A Quick Start walk-through of a sample company would make life a lot easier for many folks. I'm looking for something like: Step 1: Establish personal
How to Create a link or Reciprocal between Contacts/Leads etc
I'm just wanting to know if anyone has been able to create a setup within Zoho to create a reciprocal or link for contacts and or links. In my old CRM it had a section that allowed me to link people in my database. For example, I could link Husband/Wife, Uncle/Nephew, Uncle/Niece, Friend/Friend etc, When I set the link up on one persons file it would automatically set up the relationship in the other persons file without me having to go to the other file. This would allow me to see the circle
Workflow Triggered by Field Update
I'm trying to build a workflow that triggers only if certain fields are updated, which is a native function. The issue is that we are limited to 3 fields. I have more fields that could trigger this workflow, but don't want it to trigger on any edit to the account record. Is there any way that we can add more fields to the condition?
DKIM settings error with 123-Reg
Hi I am not quite sure what I am doing wrong. In CRM Plus Email Channel I have setup IMAP email (domain in 123-reg, email in Microsoft Office 365). But the Credentials have failed. I believe it's because I need to verify the email DNS settings. In Email Deliverability it ask that I need to Validate records. I have copied the SPF details into 123-reg DNS settings and this has been verified successfully. However, when I copy in the DKIM (as a TXT/SPF type), Zoho states DKIM record missing. Please
Web Form Automatic Approval
Thanks God For Every Second!! Is there a way (Using Custom Function) to automatically aprrove the duplicate records created via a web Form? maybe a way to authorize the form submission to activate workflows?
Chat Idle Timer
Is there a way to customize the verbiage on the "End chat timer" it currently says "You are idle for a long time. The session will be expired automatically in 30 seconds. Continue or End now" I want to be able to change that. Is this possible using the the live chat within Zoho desk.
custom form when converting a lead (and creating a deal)
Hello, When I convert a deal to a contact and create a deal by clicking on checkbox, is it possible to customize fields in the conversion form ? For example I need to remove the field amount and replace it by another field. Thanks
How to auto populate the record into Zoho CRM from the Widget button
Initially, I added some custom fields in the deals module in Zoho CRM and then I created a widget as a "button" in the deals of the Zoho CRM. I tried to auto populate the record into Zoho CRM from the Widget button. But, I don't know how to do write a script for this. Can anyone help me to give a suggestion for this?
SSL certificate set up for my company e-mails
Hello, I was wondering how to set up my company e-mails (which I import into Zoho CRM + Zoho Mail) which now come from a server with SSL certificate. Do I just click the "with SSL" tab or is there more to do? Thanks in advance for your reply. Kind regards, Lars
About spam filter block
Hello, my mailbox is usually getting blocked by the spam filter. I have the free version, but If i choose a monthly plan, the filter will always be active or i will finally be able to send 10/20/30 mail in a row? Thanks
Relaying Disallowed 533
Domain has been renewed but the email won't allow me to send to anyone.
Zoho IMAP down
Hello, IMAP appears to be down for Zoho email with Outlook for both Android and PC. Can you please advise? Regards Barry Greene
SPF can not verified
SPF can not verified even 2 days completed but nothing change Domain almfareshhotel.com
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