Best Approach for Managing Leads and Contacts across platforms?
Morning All, I am just starting off with Zoho and am trying to work out which is the best way to manage our leads and contacts between Zoho and other platforms.. I use outlook on our desktops linking to Exchange up in the cloud and have been storing all lead/contact/supplier contact details as Contacts in outlook/exchange. On our Android phones we use Outlook for email and sync the phone contact app to the outlook contacts on exchange. So that has all worked fine, but now we want to be able to share
Automatizar pago fact recurrentes
Buenas tardes, Somos una empresa de servicios e instalaciones, y tenemos las creación de facturas recurrentes mensuales. Todo va muy bien, se crea la factura, se envía etc....el "problema" viene cuando tenemos que pasarlas a pagado, ya tenemos unas 150 facturas cada mes y es muy tedioso todo el proceso ya que no solo es darle a pagado, sino también el dia ( que es el mismo que la emisión de la factura ), etc....y 1 a 1 pues estamos mucho rato con lo mismo. Hay alguna forma de automatizar el proceso?
Integration of contacts manager and CRM?
Hi, I just signed up for Zoho CRM. I already use Zoho contacts manager. I would have thought that my Contact Manager contacts would show up in my CRM. Seems like a no-brainer, right? But no. How can I get my contacts from Zoho Contacts Manager into Zoho CRM? I hope there is a way that doesn't suck. Help will be much appreciated.
How to change community display name
How would i change the display name in for me in the community? It currently shows as "jplant01 " i would like this to say something else?
Search CRM custom module by date field
Hi folks, I am attempting to create a deluge script that will search a custom CRM module (Publishing) for all records where the Publishing_Date field is set to specific date. My code is as follows: // fetch all publishing module records for the Month and Year searchDateString = concat("Publishing:Publishing_Date:is:",TargetPublishingDate); pubList = zoho.crm.searchRecords("Publishing",searchDateString); info "date "; info searchdatestring; info "Publishing List Returned"; info pubList; When testing
Accounts Payable
How to pass entry for any payment made against Accounts Payable?
Create ZOHo DESK webhook API
Hi, I a working with ZOHO DESK API, which is working fine. Now I am testing ZOHO WEBHOOK API. To check webhook API I need to first create ZOHO webhook . I just want to receive contact details to my web app when any contact is created in ZOHO DESK When I run below PHP script to create ZOHO webhook API I am getting response (400) "bad request". <?php $auth_token = '0e6934d204403eeaa67289xxxxxxxxxx'; //my_auth_token $org_id=6xxxxxxxx; //my_organization_id $ticket_data=array(
Field Sales Operations - Word of the day #52
Sales activities that require a field visit to a said location—either the clients' premises or other locations associated to the client— may be referred to as field sales operations. Previous 'Word of the Day': Sales Territories Next 'Word of the Day': Conditional Layouts
Say hello to the new Writer
Hi everyone! Today, we're super excited to announce Writer's biggest update this year! The all-new Writer offers a collection of features you've always wanted, and some additional ones to help ease your everyday work. Read the complete announcement. Without
What's New in Zoho Inventory - June 2020
Hello, all! We hope you are safe and well during this pandemic. We have introduced a set of much-sought features and enhancements in Zoho Inventory to accelerate your fulfilment process. Read on to learn more. Amazon UK Integration The much-awaited integration with Amazon is now live for the UK edition. You can start fetching online orders, push stock updates and designate a warehouse in Zoho Inventory specifically to track orders from Amazon. Learn more about Amazon UK integration. UPS International
Creator 5 - Edit Record based on Record-ID
What URL pattern can I use in Creator 5 to open a form and edit a specific record using the record ID? I have a list report with an onClick function. OnClick executes a deluge script to open a stateless form using the selected record's ID. Example code is below. All of the variables correctly populate. However, I cannot figure out the correct URL pattern for 'Editing Records via Record-ID.' The form will open, but it is always blank and it does not reference the record. openurl("https://app.zohocreator.com/"
Looking for information or example of Invoke API
I am looking to invoke: https://desk.zoho.com/DeskAPIDocument#Tickets#Tickets_Getaticket from my extension. I am currently opening up a HTTPRequest for it and filling the fields as needed. I believe I have it correct but am running into CORS issues: Access to XMLHttpRequest at 'https://desk.zoho.com/api/v1/invoke?{orgId}' from origin 'https://127.0.0.1:5000' has been blocked by CORS policy: No 'Access-Control-Allow-Origin'. Is it possible to get a solid example of invoking this API for reference?
Mail API endpoints: download attachment, unread count, read count, views
I am integrating zoho mail into my application. I can't find a good way to see unread email count. I don't want to write my application to potentially loop hundreds or thousands of emails to count the amount of status unread. I also need to be able to download attachments in my app. All I see is how to get attachment information. But no way to retrieve the attachment. Last, is there any way to see views with the API?
Creatng/Updating a Table via API using a JSON (PHP)
Hello! So I've been attempting to import/update data into Analytics in PHP via its API, but I haven't been able to make the functions from the Library file (ReportClient.php) provided by the documentation (https://www.zoho.com/analytics/api/#php-library) work. For example, when trying to use the createTable() method, it says it needs these 2 parameters: - The workspace URI - How exactly?: "https://analytics.zoho.com/workspace/XXXXXXXXXXX"? Just the workspace ID? Or is it something else? - Table structure
n months ago custom filter in reports, filtering wrong data
i have 3 data in 01-May-2020 08:00, 31-May-2020 08:20 and 20-May-2020 18:10. now, so in June, with filtering that with 1 month ago filter, i get only 01-May-2020 08:00 and 20-May-2020 18:10. if the filter 1 month ago means 30 days ago, 20May should not be in the results too. And if the filter means the month just before this month like i want, all 3 records must be shown. What is the problem here?
Sum of aggregate formula column?
Hi! I created an aggregate column to take quantity * cost. The table however is not summing the total of individual items, rather it is multiplying the sum of items by the sum of cost. Is there a different way to set this up? Quantity Ordered Cost Total (Aggregate formula) Product 1 6 22.65 135.90 product 2 24 21.65 519.60 Product 3 42 2.25 94.50 Grand Summary: 72 47 3351.60
Error 550
Hello All! I am receiving an Error 550 Code when sending an email to certain recipients. I tried doing everything the related topics suggested and it didn't work. Is there something I'm doing wrong or is my situation just different from everyone else's? Someone please let me know. Thank you!
Can't add user to Zoho Mail becuase it's trying to send invite
I am trying to add a new user to Zoho Mail from the control panel with an email address such as person@mydomain.com, but every time I enter the name, email, and password, and click "Ok" it says the user has been invited, instead of just adding them. I cannot log in with the email I created because it says, "This Zoho account does not exist." It appears the user was added to the invitation list, and the account must be activated by clicking a link in an email sent to the address I created. Obviously,
e-mail template
Hello, I spent 3 hours making an e-mail template. When I went to save it, I started to write in a file name and it disappeared. Now I can't find it. I hadn't saved it up until then. I clicked on return and ended up on the saved list of templates. It's seems strange without the progress we've made in IT that I would have lost it. Does it get backed up any more ? It's urgent.
Chaning font color?
How can I change font color for note cards, on the Mac app and Android app? I would be very surprised if I couldn't.. it should be a very basic feature for text formatting. Can someone please advise?
Mobile Device not SYNCING to PC/Laptop/Web
I have this problem for quite a while and it's quite a hassle sometimes to type on my phone. I tried some troubleshooting myself but I can't find the solution to the problem.
Incomplete doenloaded NOTEBOOK notes
I have a problem with synchronicization from phone to web. So I decided to Download the notebooks in zip. I tried troubleshooting but the app won't even let me log-out. So I uninstalled the app download it again then imported the notes, and guess what the notes are incomplete!!! I finished a whole story there I have it all written down all the ideas and evrything!!! But no the d*amn up just save the ones it knew from the web. IT PISSES ME SO MUCH. That hard work of one day all gone because of the
Importing more than 500MB from Google Keep
So, my export file from Google Keep is 900MB. Notebook has a limit of 500MB on the import file. However, Google Keep doesn't give an option to break the export into multiple files for less than 1GB. Is there a way around the issue?
Deleting App
I am having storage problems on my iphone and want to delete the Zoho Notebook app, but I don't want to delete my notebooks in the process. Considering I downloaded the app and actually created my account with it (I use mobile a lot), will my notebooks still be accessible from my computer if I delete the app from my phone or are they all tied to phone and deleting the app will delete them from both my phone and computer?
Hover over tabs
Dear Zoho community, I'd like to be able to hover over my tabs (Contact, Deal etc) and see the most recent records in a pop-up which I can then click on. Can you advise how to achieve that? Or any other suggestions about quick access to recent records?
Is there an export function?
Looking at Zoho Notes, I don't see any way to export notes. There also doesn't seem to be any way to use notes offline on Windows. Are these observations true? I like the look of Zoho, but I don't want my data trapped there. Thanks!
Zoho Notebook: Images in note are either too small or too big
Although I love Zoho Notebook, one big thing that prevents me from using it is the atrocious image handling. Images on PC or Web show one size, but then on Android, it's thumbnail size and horrible quality. Yes, despite what Settings I choose. I think it could be useful if you're able to: "Expand image to note width." "Fit image to note size." "Wrap text around image." Kind of like you would see on a blog post. On the top, a featured image, full width, and below it, text. This is how most note-taking
Copy and pasting text from other apps (OneNote in this case) results in bad note text
Hi, I've been migrating some notes over from OneNote and to be honest it's been a nightmare to do so. If you copy a block of text in OneNote -- I'm on a Mac -- into the Zoho Notebook app you end up with doubled-up blank lines. For example... "Line 1 Line 2" Will end up in the Zoho Notebook note as... "Line 1 Line 2 " Additionally, features supported in OneNote such as headers or tables end up with text in the new note that you cannot change. A Header 2 from OneNote, for example, can't then be
Emails not deleting when using IMAP
Hi, So I was originally having some problems that others were experiencing with enabling on IMAP (you guys might want to look into that). Now that seems to have rectified itself and IMAP is now enabled in the account, but there is now an issue with the zoho account emails not deleting through the mail client and emails sending. All my other email accounts are working perfectly mind you. So I'm using Airmail 2 on mac, I've setup/tested the IMAP account which receives fine, setup exactly as per the
Default payment gateway option in Zoho subscriptions
When My customer make payment using hosted page, payment is done through stripe payment gateway which I want to change to authorize.net. Where do i get an option to change default payment gateway.
Upload field Mandatory in Cases
Dear Team, I like to make upload mandatory when the case of the status is closed. I'm not able to set attachments as complusory in CRM. Please suggest the solution. We tried working on the condition layout where case is closed a field " attachments" set as complusory. However users are updating as 'YES' but not uploading attachment.
Challenges with Zoho SHowtime Home Page and Support
Recently, I am not able to see Zoho Showtime home page. When I go to the home page, the only thing that I see is Question mark and speaker icon at the bottom right. I have been reaching out to Support via email (given that there is no chat or phone number available) for last several days and there has been no response so far. That impacts my ability to help our customers. Thanks, -Naveen
Restoring Relation of 2 Forms Using Zoho Backup Data
Hi all, So basically one of my co-workers deleted all the data in one of the forms. I have a backup of the app from a month back and able to restore that database using the basic#Form_1_Name. Unfortunately, there are some other forms that have Field_LookUp based on Form 1. I see there is a rel#Form_1_Name#Form_2_Name and inside, it contains the IDs of the related data from the forms. Q: is there a way I can import this relation and connect the two of them together and thus eliminating manually restoring
Custom Views in Expenses: Thank you!
I must have not been paying attention when this one was implemented but THANK YOU for the custom views in expenses!! Ability to create my own (private) and team (share) custom views AND name them? Woohoo! Thank you Zoho! -Gina
Soft and Hard Bounces
I just moved from Infusionsoft to Zoho One. Like what we are able to do. But ..... Infusionsoft does impose very strict rules on their email campaigns, you must have a clean list or they will throttle you, than cut you off. And they do it with very low numbers of complaints or bad labels. So my list was scrubbed and used often. How is it that when I used this same list for the first time in campaigns I get a 25% bounce ? Really ? Got tons of "message expired" and "bad connection" .... I read that
Can't receive but can send emails
When people try to send us an e-mail, it says that the domain doesn't exist. But if we send them an e-mail using that domain, it works.
Zoho mail Address not found
Hi Team, I have created a zoho account, verifyied domail.I have also created 5 email address but now I am facing a problem that - i am able to send messages using my zoho email ids but if any person trying to reply on that mail then it gives a mail which says-"Address not found.Your message wasn't delivered to "email@domain .com" because the address couldn't be found, or is unable to receive mail." This is really unprofessional and the client is very disappointing with this and has asked to contact
Marketplace Solutions 01: Manage your Acuity Scheduling appointments within Zoho CRM
A study says that sales reps spend 14% of their time in customer meetings. That said, scheduling appointments is one of the most unproductive tasks of your daily sales routine. Often times, it involves sending emails back and forth to agree on a time
Assignment Rules - Word of the day #50
Zoho CRM's assignment rule tool is designed to let you automate the lead assignment process by defining rules based on which leads are assigned to a set of agents/reps. You can configure different criteria based on your industry's specifications like territory, product interest, lead source etc., such that only the leads that satisfy the criteria will be automatically assigned to the selected rep. By automating the lead assignment process, you can save a lot of time and effort and also reduce the
ZOHO Expense Integration with ZOHO Analytics
Dear Team, we like to integrate the ZOHO Expense with the ZOHO Analytics. Kindly guide us for the same.
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