See whether the Campaigns contacts is synced from Leads or Contacts module
I'd like to review my records which are synced to the Campaigns that are in my CRM Leads module and not a converted contact in the Contacts module. Is there any way to do that? Thanks.
How to prevent users in an organization from changing their account password in webmail.
I have a company with several sellers and I would like everyone to use predefined passwords in their accounts. is it possible to prevent users from changing their passwords in webmail?
Looking for help with ongoing book keeping services
I am looking for help with on-going business book keeping. here are some details about the transactions that I have for whole year of 2019 Total Invoices - About 100 Expense entries - 350 Sales Entries - 100 Vendors - 50 Chart os accounts - 140 I use Zoho books. Any recommendations
Zoho Inventory Digest, June 19 2020
Hello all! We have another edition of Digest for Zoho Inventory here for you. Check out all the updates we have for you this week. 1. Ask The Experts Initiative: Keeping the current remote working strategy in mind, this week's Ask The Experts discussion was on Zoho Inventory - Zoho Cliq integration. You can find more details to this session here and also post your questions on this topic to discuss your ideas with our team or the community. 2. Integration Spotlight: To find out more on this
Using Zoho as a developer
Hello, I've set up a small system under my Premium license for Internal use. Since there are only 4 of us, this works fine with me using the 'user' license and then my colleagues as contributors. I think that there are several customers for whom we could develop applications but our customers are mostly small or micro business. They would typically have 5-10 people accessing the application. I'm trying to get my head around the pricing model for this sort of situation. Using a 5 user site as an
Using current timestamp in a function
I have a function that changes layout based on certain values, which works fine with a schedule. I added another field to be updated with a timestamp. Function is saved successfully but it's not working, but it also doesn't return any errors: This is the line I changed: {"Layout":"3253392000000154479","Automation_ran_at":zoho.currenttime}); zoho.currenttime seems not to work, I also tried using now(), or just now but no luck either
Please tell me the problem with this formula
If(${Sales Orders.SKU Name} == '5 Days',Adddate(${Sales Orders.Order Date},30,'DAY'),NOW())) Please tell me the issue with the formula and why it keeps giving multiple kind of errors like " Missing Braces" and Syntax Error. Check the examples for any functions you're using to see if you formatted them correctly. Make sure your fields are formatted like this: ${Module Name.Field Name}.
Issue with API File Upload
Hi, I'm having an issue with the File Upload request using the API. I'm able to create a contact and link that to a potential (Loan Application), but when uploading the file, it simply returns 'True' rather than the expected reponse in the API Documentation: https://www.zoho.com/crm/developer/docs/api/upload-attachment.html The true response implies the request was successful, however it is not linking to the Loan Application. The PHP code is shown below: $loan_application_ID = $data["data"][0]['details']["id"];
Submit bills on Zoho
Hi Team, I would want other departments to submit invoice directly on Zoho. For this purpose I will need to create a user who can submit the PO & bills and check the status of the same. They should not be able to see the other information available on Zoho. The user should be restricted to the details of the invoices that they are uploading. It would help us to secure confidential data.
Zoho Creator App
Opinion on Creator APP Design and Customization So I have created a Sites Form: site_name, site_address etc... Next I Created a Site Stops Form: (Lookup Field: site_name) and SubForm to allow adding tour stops I created a Check-in Form to allow the tour guide to check in. They specify the (Lookup: site_name) and date/time is automatically filled in with current date/time. I created a form called Tour: where I have some fields that they must fill in like how_many_ppl and notes and few others.... Once
Update records that meet criteria
I'm trying to create a schedule to update records daily that meet criteria. My deluge code looks like this: for each oldTruck in Enter_Tank_Inventory[Latest_Record = true && Warehouse = "T13"] { oldTruck.Latest_Record=false; } But I keep getting this error: left expression is of type BIGINT and right expression is of type STRING and the operator = is not valid How do I get the warehouse value of T13 in the criteria?
Customer Service within CRM
Dear community, You might agree that CRM should also have a component for Customer Service, which is the built in module "Cases". However, we need more option to implement an intuitive app for customer service within CRM. Part of that, does anyone has an idea or did create a checklist within the module for Agent troubleshooting process? I know we have Zoho Desk, but is not convenient to keep switching between 2 applications by users. Thanks!
Trigger Workflow based on start date for a certain number of days
Hi, I sell courses online which has a start date and end date. I want to trigger the workflow daily from the start date to the end date to send information about the meeting links. Please advise on how can i do this.
Ask the Experts - Zoho Inventory #12: 7 hours of live discussion on the integration between Zoho Inventory and Cliq
Hello all! A new episode of Ask the Experts - Zoho Inventory is happening this week to discuss the integration between Zoho Inventory and Zoho Cliq. A lot of organizations are trying to improve their remote working strategy right now, when it's become especially necessary. This integration helps you keep your employees updated on the different activities going on in your Zoho Inventory account. It can update your team channel with details like new online orders, low stock alerts, order approval notifications,
Emails not delivering to Yahoo (and probably others...?)
Hello Support, I'm currently trying to send and being blocked from delivery to a domain hosted at Yahoo. Error message is as follows: ResponseCode 421, 4.7.0 [TS01] Messages from 74.201.154.126 temporarily deferred due to user complaints - 4.16.55.1; see https://help.yahoo.com/kb/postmaster/SLN3434.html] For the time being I've switching SMTP servers to another provider, but I'd like to get back to using Zoho as soon as possible. Please let me know if I can provide anything further to help troubleshoot
Import Calls - Zoho CRM - Does not import Account and Contact information
Can anyone help? I want to use Zoho for my business and have migrated some sample Accounts and sample Contacts related to those Accounts using the import tools, without any problems. I have then tried to migrate the Calls related to those Accounts and Contacts and keep hitting a problem: I am able to import the Calls but the related Account and Contact information does not import so I am left with Calls that are not related. The Account (Related To) and Contact fields remain blank! To check that
Omnichannel Communication - Word of the day #60
Zoho CRM allows you to converse in real-time with customers and prospects through any channel of communication. You'll get notified when someone interacts with your brand—whether they're browsing your website, reading an email, or talking about your brand on social media. Learn more. Check this video on performing omnichannel communication with Zoho CRM. Previous 'Word of the Day': GDPR Next 'Word of the Day': Formula Fields
How can I post on FB group via Zoho Social as my FB Page profile?
Hi, I integrated both FB page and FB group to our Zoho Social, however, when I tried posting to a group, it's using my personal profile instead of the FB page which also an admin to the group. I'd like FB page to appear as the poster to the group. How can I fix this?
Multi-select lookup field in professional edition
Hello, I am trying to create a Multi-select lookup field but I cannot find the field type. I am using professional edition so I wonder if there are any restrictions to Multi-select lookup field for the different editions. Otherwise, why can't I see the Multi-select lookup field in the list of available custom fields? Thank you in advance, Karl
Spotlight series #2: Enrich your presentations with ready-made designs from Show's Gallery
Hi All! Welcome back to our Spotlight series for Zoho Show. In case you have missed our earlier post in the series, you can find it here. In today's post, we'll discuss the Gallery feature in Show's Listing page. Zoho Show's Gallery offers
Move a community topic to a different forum
Hello, Is there a way to move a topic to a different forum? Also, how can I stop forum posts from automatically turning into tickets? Thank you, Theresa
Portal - Custom View & Search Options
Hello All: I want to post an idea or more of a feature request with regard to Portal. Currently, there is no option to set a Custom View nor is there an option to perform a search. When you start to accumulate records this becomes very challenging to scroll through hundreds of records to find the operative one. Please provide these additional functionalities to the Portal. One of the two would be helpful but both options would be preferred. Thanks Zoho! Lysandra Owen Project1Done
Booking marked as payment failed, yet the paypal transaction is all OK
Hi, We have a booking, that the customer booked online paid £10 via payment portal. I checked the booking in the diary it was not there.. so looked at the appointment and it says "Payment Failed" I went to PayPal and the transaction is all OK, Marked as Completed on my account. I cannot see how to override this and mark it as paid? Help please so I can secure her slot. Thanks Barry
Welcome message on Desk login page
I would like to have the ability to add a welcome message to our Zoho Desk customer facing login page. The message would include hours and phone, and a note on how to create an account. It may also have a warning message for unauthorized users. It should support up to 800 characters and minimal HTML (<a href>, <b>, <br>, <p>). If a welcome message is entered, just insert it over the forgotten password / agent login links. If no welcome message is entered, the page will display as it currently does.
June emails all unread and un-deleted over IMAP
The Zoho mail web interface shows the correct status of messages. Suddenly today, the last 3-4 weeks of messages in IMAP show up as unread, and my inbox and one other folder show hundreds of messages that had been deleted previously. I've never seen any IMAP account behave this way. If I deleted it before, it should be gone. What's up? James
Tip #1: Convert form responses into Zoho CRM leads
How to convert a form submission into an entry for your Zoho CRM account? If CRM software is designed to help you handle your business easily, that means getting data into it should also be easy. Fortunately our Zoho Forms integration with Zoho CRM makes turning form submissions into CRM entries a snap. This article will show you how to create a new record in your Zoho CRM account using a form entry. Setting up an integration Once you've created the form , setting up an integration between the form
Tip #5: Create or update Zoho CRM records using a single form
How to create or update Zoho CRM records through a single form using the Upsert option? In the past, inserting or updating a record using form entries required two different actions. Sometimes, an existing record in Zoho CRM can be duplicated when the same information is again added as a new entry from the form. The solution in this situation is to use the newer values entered in the form to update the existing CRM record, rather than creating a new record (duplicate record) with the updated values.
SalesIQ tracking limit per month with Zoho One
It seems like the visitor limit for SalesIQ is only 5000 per license on Zoho One. https://www.zoho.com/one/plan-details.html?prd=zsalesiq So if you are a solo entrepreneur (or a very small team), it means that you can barely use this tool if you have a blog that is a little bit popular. Even the basic version of SalesIQ includes 50,000. https://www.zoho.com/salesiq/pricing.html Would it be possible to review that? Maybe Zoho One should have a minimum number of tracked users per org like the pro version.
Any overlap between Desk, Projects and CRM?
We are planning to evaluate Zoho desk soon. In the future we may be interested in functionality in Zoho CRM and projects. Is there any overlap between these three products and if you purchased all three would it in effect be one system?
Cannot create portal users in Projects
Hello, Whenever I click on add users in zoho projects, it opens page not found error. following is link which try to open in another tab https://remotely.zoho.in/remotely/bhavithatech/home
Address format for contact
Can we choose the address format? Apple contacts allow what the address format one should use: USA, South Africa, UAE, UK etc --> It shouldnt be default to USA address style. We have clients globally and some countries do not use the USA zip code style
Can I upload a document to a knowledge base article that customers can download?
For a specific article that is about how to build up a particular profile in a document, I would like to add a default document that we share with our customers in a training. In order for them to have acces to such a document at all times, e.g. in case they lose it, I would like to add the document to the article so that they can download it there themselves. Is that possible and, if so, how? And, if so, are there restrictions to the type of documents?
Zoho CRM 2020 Feature Edition - Post Four
Zoho CRM 2020 Feature Edition - Post Three Improve work environment for your employees Your employees may spend a considerable amount of time skimming data, like customer interactions, emails, events, campaigns, and calls to accomplish their daily activities. Their work can be made easier if your CRM can provide active assistance. Our new set of features are directed to empower your workforce. Zoho CRM Analytics App: Dashboards can be viewed in the CRM mobile app. Teams can have a better control
Zoho CRM 2020 Feature Edition - Post Three
Continued from Zoho CRM 2020 Feature Release - Post Two Evaluate how your business processes are performing Most organizations use different processes to accomplish important activities, such as prospecting, following up on potential opportunities, customer
Zoho CRM 2020 Feature Edition - Post Two
Continued from Zoho CRM 2020 Feature Release Post one Offer a personalized selling experience The basis of personalized selling is in understanding your customers' behavior and choices, so you can pitch them the right products. Depending on your customer base and the size of your organization, it can take months or even years of monitoring to learn about their likes and dislikes. Parameters like business growth, client base expansion, and other factors will play a major role in reshaping your existing
Mouse Scrolling
With the new UI, the mouse scrolling works intermittently. I saw atleast one other posted on Zoho CRM express the same problem. I am able to replicate the problem on Windows, MacOS, Safari and Chrome. Has anybody else faced the same problem? It seems to be that the UI was rolled out without a thorough end user testing.
Zoho CRM 2020 Feature Edition - Post One
The much awaited Zoho CRM 2020 feature edition is here! Our exciting new set of features will help you to: Understand customers' expectations Offer a personalized selling experience Evaluate how your business processes are performing Improve work environment of your employees Download the help documents and read more about the 2020 features here. Understand customers' expectations Businesses are now more focused on understanding customers' behavior and putting their interests first in order to
Webform auto-response rules not working
Hi All, I have a webform on my website that automatically generate leads from the inquiries. I want to set up an auto-response rule to send every new lead from this form an email receipt. My auto-reponse rule sets the criteria as "none” and contains an email template. However, after activating the rule no receipt email has been sent out yet to the new leads. Any idea how to get it working? Thank you!
Not receiving some emails to my zoho account, but I am able to send. Please help.
Senders are getting this message and unable to send emails to me.. Delivery has failed to these recipients or groups: XXXXXXX Your message couldn't be delivered. The Domain Name System (DNS) reported that the recipient's domain does not exist. Contact the recipient by some other means (by phone, for example) and ask them to tell their email admin that it appears that their domain isn't properly registered at their domain registrar. Give them the error details shown below. It's likely that the recipient's
Open Form with Parameters from a page
I have got a page, Added a button Action is to open a form. I want the Email field to be populated with zoho.loginuserid Wondering if I can pass that on with the "Query Parameters" under the action tab. If so just wondering what to type in there. See attached screenshot
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