Extension Pointers #7: Build third-party integrations by incorporating Custom variables into Widgets
There are currently a number of third-party applications that can be integrated with Zoho CRM to help improve the existing functionality of the product. Amongst this diverse collection, there are certain applications that only support API key forms for
Indian Mutual fund tracking
Hi Friends, Is there a way we can track Mutual Fund investments in ZOHO sheets automatically?
"unknown error" on vba script
Any idea why I get "unknown error" on line 32? Option Explicit Sub updateCSV() Dim wb As Workbook Dim ws As Worksheet Dim newWS As Worksheet Dim i As Long Dim z As Long Dim lr As Long Dim desc As Variant, created As Variant, amt As Variant, fee As Variant 'Set Objects Set wb = ActiveWorkbook Set ws = wb.ActiveSheet Set newWS = Sheets.Add 'Vars -> Assumes headers are in row 1 desc = Application.Match("Customer Description", ws.Rows(1), 0) created = Application.Match("Created (UTC)", ws.Rows(1), 0)
Free for 10 users
Hello, I just join as there was many great reviews online about Zoho. I work for a small company and will be the only user, so I choose Zoho which offers a free version. While joining it mention that I have access to a free version for 15 days only. Would you please let me know if a 1 user free version exists or I will have to pay after 15 days, otherwise I will pick another free CRM. Thanks Sabine
Unable to send email from account
error -> https://crm.zoho.com/crm/org697796341/tab/Potentials/4234456000000481412/send-mail?action=compose&entEmail= please advise ASAP!
Looking For Two Different Pipelines
We've already customized the stages of our Deals to reflect the process that our leads go through from start to closing. However, we have two types of leads that have very different timelines. Type B has at least five different stages that Type A doesn't go through, but we still need to keep track of them, and Zoho doesn't allow you to create multiple pipelines. I was wondering if anyone has ever had a similar issue, and how they resolved it?
I can not receive mails error found
Error The response from the remote server was: 553 Relaying disallowed I sent mail to zoho mail from my personal acount but above error is coming and delivered failed
Adding Office 365 email details and MFA
Hi We are trying to set up access for integration from Zoho CRM to our Email account (office 365) When doing this from the ZohoCRM Portal we always get the credential error issue even though I know the password is correct. (we are setting it up per the guide and using IMAP) On some reading - I believe we have to use App Passwords from Azure \ Office 365? but App Passwords are to be retired and are extremely unsecure. So is there any other way to use this integration? Why doesn't ZoHo CRM Support
Spotlight #03: Three extensions that make your remote working easy
Did you know we have a few extensions handy that help you conduct your meetings and webinars while you manage your projects remotely? Yes, if you use Zoho Meeting or GoToMeeting to manage your online meeting sessions and use Zoho Projects to manage your business, you need not shuttle back and forth between these applications to collaborate with your team. We have got dedicated extensions to take care of your meetings right from your Zoho Projects account. Check out the following extensions on Zoho
Why can't I see an attached document in the KB when I enter normally and can see it when opening the article in the Help Center?
Scenario: Create article in KB Attach a document as downloadable attachment Publish it for All Users Go to the article Login to the portal as a customer Navigate to the article Expected result I can see the attached document as an agent in Zoho desk when navigating to the KB (step 4); I can see the attached document as a customer when in the Help Center and navigating to the article (step 6) Actual result As an agent I cannot see the attachment in Zoho desk when navigating to the KB (step 4); I can
Workflow rule not triggering Custom Function when Lead is created via APIs
Hi, I'm setting up a CRM account for a client and am having problems with Workflow rules triggering a custom function when a Lead is created using the APIs. To explain, I've setup a Custom function, which accepts an ID of a lead, this function updates a field in the lead depending on the field in one of the fields in this new lead. I've tested the Custom Function and its working as expected. I've created a Workflow rule which triggers the Custom Function on Create/Edit of a Lead. I also have a update
Formula Fields - Word of the day #61
The Zoho CRM formula fields enable you to define fields that can populate dynamically calculated data based on the values returned from other standard or custom fields. For instance, an insurance company may need to determine if the provided date of birth (by policy holders), confirms their eligibility to own a policy based on their present age. Here are few examples of Formula Fields Here's a knowledge-base article on working with Formula field. Watch this video from Ethical Technology where he
Desk - ticket response (conversation) am I missing something?
Hi, first post in here. So I have an ongoing conversation with a client regarding their ticket, which is now 20+ replies, how can I send them a reply without including all the previous replies in the body? It's almost a new question about the same ticket so previous replies not relevant. Anyone else confussed? Andy
How to switch to business account for instagram profile?
Hi, I am trying to schedule post for Instagram, from Zoho. But it is not allowing to schedule it. Also, it is not allowing to post the post from zoho to my Instagram profile. It will really great if you can help me
Validation Restriction while creating Customer Contact
Hi, I am trying to create a customer contact under an account, but I don't know why there is a validation restriction in the last name placeholder. While creating customers with same last name gives the following response-- Duplicate Contacts with this name "Shah" already exist My multiple customers may have the same last name. I need the resolution immediately
CTI Integration with Alcatel
Hello, We are evaluating Zoho CRM but we want to know if there is any plan to integrate it with Alcatel PBX.
Custom Customer Portal.
Good Day, Is it possible to upload my custom customer portal in Zoho Desk? (ASP.Net webiste MVC) Thanks.
max upload images in Product Module
In Products, on upper left I can upload image,and create a second one also in the edit part. Is there an 3rd party app/prog which can handle upto 6 images ?? in Products ? Where is the upper left and edit images located in Zoho files? William
ZohoOAuthException, Can't generating Access token from Grant token
Hello, here my code : PHP SDK for Zoho API function __construct() { $configuration = [ 'client_id' => '***', 'client_secret' => '***', 'redirect_uri' => 'www.zohoapis.eu', 'currentUserEmail' => '***', 'token_persistence_path' => '***', 'applicationLogFilePath ' => '***', ]; $http = new Client(); $response = $http->post('https://accounts.zoho.eu/oauth/v2/token', [ 'code' => '***',
Does Zoho Creator support Arabic Language on the User Interface?
Does Zoho Creator have inbuilt support for the Arabic - where the form labels would display on the right, the text box cursor would move from right to left as Arabic Data is entered? See sample Gmail login page with my Browser language set to Arabic (Saudi Arabia) [ar-SA]:
Showing more Detailed Account information on ticket
Anyway to contorl what is shown on the left of a ticket - not the actual ticket fields but the account/contact information at the top - ie Name, comp;any name etc - very very limited.
How to sort by status in the compact view?
I don't see in the option, I know there is the kanban view by status, but I'm not of fan of the layout.
ZB********** CODE
Hi, i lost my zb code , how i can get my zb code again please ???
Good film explaining Zoho Showtime
This is one of the best films that you have created so far about how to use ShowTime. However, I still need more clarification about the real difference between REMOTE SESSION and FACE-TO-FACE SESSION (I understand ON DEMAND SESSION) as the example doesn't quite do it for me. Can someone put this into different words to help? https://youtu.be/2hOhDbMB7OU
Mailbox size nearing quota
I'm using the free plan. i got an email that saying Allocated Storage 5120 MB 5.00 GB Mail Storage (including the storage utilized by POP Accounts) 3842 MB 3.75 GB why my mail storage got reduced to 3.75GB , i want to reallocated my whole storage to 5GB for the email. how can i do that?
It is possible to call Zoho creator custom function by using Rest API or by URL
Hi Guys, I need to call a zoho creator function for every 20 minutes in a day. In zoho, it is not possible to schedule task for 20 minutes. So i thought of calling function by Rest API or by URL. Guy please help me to achieve this task. Thank you in advance.
Date issues with INNER JOIN
Experiencing a date issue when using INNER JOIN with zero results appearing. My table looks like the following and with a sub-query to find the latest "entry_date", then grouped by year and month and finally joined to the table to display the latest_date, type and amount. Original table entry_date (Date) amount (Currency) type (String) 2020-01-31 $1000 Income 2020-02-04 $2500 Income 2020-02-29 $3200 Income 2020-03-10 $2600 Income 2020-03-31 $4400 Income 2020-04-10 $2100 Income Expected output latest_date
Zoho Campaigns - identify, segment, or add to list contacts that have never been emailed
Is there a way to identify Campaigns contacts who have never been emailed? As the Campaigns contacts are dynamic, I want to make sure I find all contacts who had never received any emails from us or ones who had received only one. As contacts are added over time some may have received certain information a few times whereas others had never received it. It makes no sense to spam some and leave out the others. I don't see a way for this query to be used in a workflow nor do I see it available as a
Call creation failing
I have a flow that's been working without issue until June 7th. Starting June 7th, the flow has failed 100% of the time. I get the following error now - "Zoho CRM says 'Please provide a valid call start time and duration'. Check the input for Call_Duration and try again." I haven't changed anything, and I don't see what I need to change to make this work. Any suggestions?
How to map a domain?
I was looking in the documentation, but the link to "map your domain" seems dead. https://help.zoho.com/portal/en/kb/survey/known-issues/setup/articles/setup-14-10-2019
Invoices are being skipped with errors as "Resource does not exist."
Hi, I am trying to import invoices in Zoho Books via .CSV after mapping fields and clicking the next button, Error is initiated as "Resource does not exist.". The Items exist and their serial numbers also exist in Zoho. Please help me with this challenge.
Email notification for new tickets
We are not receiving email notification when new tickets are logged. Please assist
How to make pop up form dependent on subform row user entry
I currently have a product selection on my user form which has two options (box of 12 and box of 6). When one of these is selected I have a pop up form appear which relates to the option selected by the user, triggered when they select the product. However, when a new row is added to the subform and another product selected, the subform only looks at the first row to determine which pop up form to load, not the current row that the product is being selected for. How do I make the subform check for
We are unable to get TXT record for SPF right now. If you have added the TXT record just now, please wait for 30-45 minutes for the changes to propagate and try again.
please help my domin drriyadh-lab.xyz
Pulling a Custom CRM field from a form and adding it into a campaign email - Merge Tag?
I tried searching for a solution in the form, but I am honestly not sure what to even search for. We have a dealer app created with several custom Account level fields I have created an email campaign and need to pull in one of the custom fields (Scode) into the email. I've tried using the custom merge tag creator but when I search for the field (Scode) from the CRM - it does not locate it. I followed the knoweldgebase articles online and can do it with default fields. But the custom ones we created
Value not calculated correctly
When Using ZOHO CRM Create/Update Entry on ZOHO Flow, I want to set the field's value which is calculated from two fields. All of the fields type is integer. ex.) ${module.fieldA*module.fieldB} And, ${module.fieldA*module.fieldB} is work, ${module.fieldA-module.fieldB} is work, ${module.fieldA+module.fieldB} is not work correctly. when A is '50', B is '10', ${module.fieldA*module.fieldB} -> set '500' ${module.fieldA-module.fieldB} -> set '40' ${module.fieldA+module.fieldB} -> set '5010' (correct
How to account consignment based sales in Zoho?
Hi, We are dealing with vendors who supply us stocks on consignment basis. Below is the given scenario and help us on how this accounting can be done in Zoho books. Day 01 - We receive products from the wholesaler against a delivery note or a challan - lets say 10 units. Day 07 - We sell 04 units online and send the wholesaler a purchase order of 04 units. Day 08 - We receive a bill of 04 units and make the payment. Day 09 - We keep the other 6 units until a new sale is made or we could return them
Share Recordings with Team Members
Currently the Share button in Recordings just gives a link. We should be able to easily share with team members. Add a dropdown to the Share button with "Share link" and "Share with team members" Sharing with team members should open a user and group selector Display the Share icon next to recordings that I have shared with others Click on the icon to prompt to remove sharing Add a "Shared Recordings" tab to the Meeting dashboard which lists all of the recordings shared with me by others Thanks!
Insert Current Date and Time
Here is a quick tip on inserting the current date and/or current time inside a cell. Select a cell where you want to insert the current date/time. Press Ctrl+; to insert the current date. Press Ctrl+Shift+; to insert the current time. To insert both current date and time inside a cell, press Ctrl+; followed by a space and then press Ctrl+Shift+; Note that this is a static date/time and the value will not change as time passes by. However, if you want to have the current date or time to be automatically
Can I show multiple Subform entries into a Kanban quickview report?
I was wondering if it is possible to show multiple Subform entries into a Kanban quick view report? Or any quick view for that matter. I have a report that shows fields from a subform. Let's call it an order with rows of products. In the quick view, I can select the Products subform to show, but it only shows the first product. How can I get it to show ALL the products? Thanks!
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