Zoho CRM & Wordpress
Once We Stored Data On Zoho CRM Software. can we fetch data stored on crm software through wordpress website. how it can be done??
Computer description for unatended client on user side
Can you please add computer description or some identification that is shown on user side for unatended instalation. So that user can say , this is computer named "something", that would prevent any confusion if computer is accidentally named wrong
Change text when no records are found in report
Hi, Is it possible to change the default text and appearance when no records are found? I am getting the "No records match your specified criteria!" and then the buttons "Add record" or "import data" See screenshot. This is kind of relevant as I am displaying a report on a page that only occasionally will contain records. I would rather see no text at all and definitely no buttons. Thank you btw, I could hide the wrapper with css, but wondering if there is also a way to change the text
WFH Tip 11: Reduce operator workload in half with Zobot actions
Making sure the customer support team is functioning hassle-free is crucial for businesses around the world, especially in today's WFH scenario. The number of issues become more and sometimes there will be a barrage of requests. The task of solving all these issues can become rather challenging and time-consuming for the operators of your organization. So, even a little help matters. This post will talk about how Zobot actions can lessen the burden on your operators with respect to handling visitor
Urgent Queries
Dear Team, We have a webinar scheduled on June 3 at 5 pm and have received several registrations. However, there are two essential features that still do not work on Zoho Webinar and we are very worried as this will negatively impact our audience participation and experience. We request you to urgently activate the following essential features on our platform. 1. Panel view: See the video of all co-organizers together as a panel. This is the standard webinar format and since ours is a discussion,
Workflow rule not being triggered
I have a custom function for my Quote module that creates a discount total from individual line items discount values and puts it back into a field in the record - and is then printed out on the quote. If I run it manually from the function editor - copying and pasting the Quote ID when prompted, the function executes just fine. So I created a workflow which calls the function whenever any quote is created or edited. The function gets called (I checked on the quote's timeline), but the field is
Wordpress plugin conflict with Visual Composer
Hello, I have to uninstall the plugin because this broke my Visual Composer. You are going to fix this soon?
Best way to associate membership to Accounts/Contacts
We are a community, where we sell paid memberships. Here are the membership tiers. 1. Individual Membership - Entry level. As a membership - they get access to 1 backstage event. 2. Individual membership - Advanced level. As a membership - they get access to 3 backstage events. 3. Organizational Membership - For 5 employees. As a membership - they get access to 5 backstage events that can be shared in 5 people. 4. Organizational Membership - All employees. As a member, they get access to 10 backstage
Looking forward for a downpour of new features :)
Hello, Many new features have been released and that's great. However (because I like to complain a bit ;) ), I feel the need to put the highlight on features that are more urgent, to my opinion. - Career website revamp (we are waiting for this revamp for a very long time now, and even though Zoho recruit is a great product, the career website does not represent it well) - I am on a slack community of 2000 french Recruiters and when we talk about ATS, I always talk about Zoho Recruit but first thing
Java & Notification API
Are there any working examples of how to work with the Notification API https://www.zoho.com/crm/developer/docs/api/notifications/overview.html Does the Java-SDK-2.0.5 support this functionality?
Customer Portal for multiple customers the password comes up as incorrect
Customer Portal for multiple customers the password comes up as invalid and won't let anyone log in unless you change the password.
Live Webinar: An Overview of Zoho ShowTime
This is a welcome call to Marketers, Sales professionals, HRs, Trainers, and everyone else who conduct virtual sessions. Join us for a free webinar on Thursday, 5th April 2018 and learn how to deliver interactive online sessions with Zoho ShowTime. Zoho ShowTime offers scheduling, attendee registration, screenshare, engagement analytics, publishing of session content, session recording, and much more. Recording in ShowTime enables audiences to follow up on missed sessions. A report by Nielsen
I am unable to post anything to connected twitter account for zoho
I am trying to post somthing on connected twitter account using zoho social but it is not at all working what is going wrong and how can i fix it?
Community Digest - May 2020
Announcements: Introducing a new instant action in the Workflow rule - Create record. Check out the new field to upload gallery of photos - Image upload field. Updated org-specific OAuth2.0 Tokens flow for Zoho CRM. Remote Sales Office, a team collaboration toolkit - Zoho Cliq, Zoho Meeting, and Zoho ShowTime integrates with Zoho CRM in a single package. Kaizen: Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2] Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2] Kaizen #31 - Subforms #API Kaizen
Updation of Address field in CRM Lead Module
Hi Team, I like to use function for already created data for leads where wants to update address into upper case. For new records, custom function able to make it. However unable to do it for old records. Function should automatically sync with server and update it Users will not update each record manually as data quantam is high. Please suggest for the same.
I can't change nickname
! Please help solve one question. I am a mail administrator on the corporate domain elektrosvit.com.ua. After changing the address of the mailbox of one of the users vasyl.yavorskyi to the address o.sklyar@elektrosvit.com.ua, the old nickname is still saved and does not change in the application to android and iOS Now it looks like this: vasyl.yavorsky o.sklyar@elektrosvit.com.ua above the old nickname, and below the new address Please help solve this problem, I can't find the settings to change
What's New – May 2020
Hello everyone, This month saw a lot of countries easing their pandemic-imposed lockdown rules. Communities everywhere are starting to open back up while maintaining strict restrictions on social interactions. And though it looks like virtual events are here to stay, event organizers are hoping to get back to live events by late Q3 or early Q4 of this year. A lot of them are also looking to hybrid events as a possible option for the future. At Backstage, we've been working on making event management
Law Firms: Creating Amazing Appointment Scheduling Sites
For law firms, the quality of service is something that cannot be shown to others unless they experience it. Sure, there are metrics that show how you fare when compared to your competition, but then, it only communicates little with respect to quality. The usual route which firms in law took are advertisements, to which the internet has opened alternatives in today’s digital age like websites and appointment scheduling sites. A great online presence can help you communicate with your customers in
Web Forms - Word of the day #46
Web forms simplify the process of capturing visitors or users information from your website into your CRM system. They are designed to automate the importing of data from websites into Zoho CRM. Here's a knowledge-base article on working with Web Forms Check this video on Web Forms. Previous 'Word of the Day': Audit Logs Next 'Word of the Day': Canvas
Yoga Centers: Learn to Create Amazing Appointment Scheduling Sites
Imagine yourself in the shoes of a prospective customer. You have made the decision that you need to get fit and have decided to sign up for yoga classes. Like pretty much everyone else in today’s digital world, you start looking up on the internet for establishments that offer classes on yoga. Let us assume that you have found a couple of yoga centers which are located near where you live. Now, how will you decide which one to go for? In this scenario, you are far more likely to pick on that’s attractive
Setting mail in outlook
Hello, I've just installed new Win 10. I forgot how to set my email in outlook program, please kindly send me these steps. I remember that password when login email in website is different with use in outlook program? Thanks and Best Regards, Alain Lam
Running custom button on multiple records, and working with multiple fields from those records.
We recently made a custom button to apply a function to multiple records. At first we ran into some hiccups making it, because selecting multiple records would pass in all their values as a string, but we figured out how to fix it, by doing the following: name_list = names.toList("III"); After delimiting the names using pipes, we were then able to loop over the names of the list into an array. However, my question is how to deal with it when I'm taking multiple fields from the selected records.
DKIM Authentication
I have followed all the instructions and I still cannot get my DKIM to validate. I also get different domain keys depending if I am validating from campaigns or from emails. Either way I have added both keys to DNS but still not validating. It says DKIM record missing. I need urgent help, I have a launch going out tomorrow.
Is it possible to get the history for a ticket field?
I've been looking through the API documentation trying to see if there's a way to get the history for a particular field. Specifically I want to view how a custom field has changed through the life of a ticket, similar to looking at how the status has been changed since being opened. Is this possible?
Help!...How can I change this?....
I have been going crazy.. I have 3 accounts on my mobile mail app, all of them present a name that I do not know where it comes from.. I need to change it and I can’t find where in my control panel.... please help!
Outlook plugin not working
The outlook toolbar. I've loaded it as instructed, see it listed in my add ins but can't get it to load. Help!
How can I add a custom field to the reports in sales
Hello, I want to download the report of "Payments received" with a custom field that I already have in customer. The solution in this moment is export the report to excel, and use the function "vlook up" and search the data from another excel that i export of customers information.
What is the different between Zoho invoice and Zoho invoice
I need to know difference between zoho invoice and zoho inventory Can I add payment gateway in zoho inventory Can I send invoice link through sms in zoh inventory
Payments in Creator Developer
Hi I'm wondering what the best way is to set up payments in applications created in Zoho Developer? I notice there are no payment workflows in the developer version. Thanks Carl
How can I display Price List from Creator on our website?
Hello, We're using ZOHO creator and we created a price list view. The idea is to show this price list on our webpage, where only Active Services would be displayed. I tried following this tutorial https://www.zoho.com/creator/help/api/rest-api/rest-api-view-records-in-view.html but it really got me no where. I did create auth ID, <form method="GET" action="https://creator.zoho.com/api/xml/poliklinikadeba/view/Price_list_overview"> <input type="hidden" name ="authtoken" value="********myauthtoken">
When Will Zoho Support Weekend/Holiday Exclusion and True Resource Utilization Features?
Hey there Zoho team, I am in the trial phase and have started using your platform for about 4 hours so far on the free trial period. I'm very experienced in project management software in my professional life. Our family is looking for a consumer/small business level product we can use for complicated projects we do - like remodeling, landscaping, family office project and other types of projects. Our needs don't require expensive highly sophisticated project planning features so I searched for
Verify address
It says that a address admin@vrasa.com.au isn't verified- send code, but I can't access that address to get the code? It doesn't show up in mail, can't login to it.
Facing error as Invalid Data while recording Payments for vendors
Hi I am trying to record vendor payments via API I followed everything with respect to documentation but still facing this response as { "code": 6, "message": "Invalid data provided" } My input JSON string is { "vendor_id": "2062398000000164580", "bills":
Improve reliability by adding live chat links to your email signature
Fast, uninterrupted live communication is the essence of excellent customer service, but this is hard to come by when you are carrying out a service through email. When you send out an email campaign or reach a prospect through the email, you can add your signature as a connection to reach you. Yes, you can add a live chat button to your Signature in the emails that let your customers connect with you instantly. Effortlessly accelerate your customer service using instant chat Signatures. You can
The option to have different Login credentials for Zoho Mail and Zoho One
Hello, I would love to be able to access Zoho Mail (or any app I choose) separately from Zoho One. I am the CEO of my company and rarely respond to email personally. My executive assistant is charged with that task. The issue I have is that in order for her to have access to my email, I have to give her access to my Zoho One login, which then gives her access to ALL the other apps, which removes a layer of privacy I'd like to keep especially with apps like Books, where she now has access to see things
Is that any document that provides the limitations of Zoho Analytics?
e.g. How many columns can be in a table.
How to add dot as thousand separator and comma as decimal separator?
Hello, Is it possible to change the function below to show dot as the thousand separator and comma as the decimal separator? string frmt.formatNumber(float value) { formatted_number = (input.value.toString()).replaceAll(("(?<!\.\d)(?<=\d)(?=(?:\d\d\d)+\b)"),","); return formatted_number; } For example: 1234.56 to 1.234,56 12345.67 to 12.345,67 12345678.90 to 12.345.678,90 Thanks, Ademir
unable to receive emails
Hello there, I seem to have established everything as pointed out in your guide. I am able to send emails but do not receive any. Could someone help me please. Best wishes Jakub
Question about moving to free plan
I am currently on the standard plan with 23 users, I want to cancel my subscription and move to free plan. What will happen to the users. In the free plan it is mentioned that you provide upto 5 users, what will happen to the user accounts? which 5 users will be active?
Pop Up Forms Unusable
I just spent an hour creating a nice looking pop up form using the built-in designer. As soon as I hit "Save and Proceed" it destroyed all the formatting changes I made. Is completely unusable. Is there something I am missing here? Do I have to use one of the built-in templates and not make any changes to them? Any changes I make are removed as soon as you hit Save and Proceed.
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