Best practices for implementing a whitepaper download
I would like to reproduce the Peter´s case here in MarketingHub community. This is exactly my necessity. Is there any solution for this in MH? -------------- Hi, I want to do inbound marketing with Zoho Campaigns. The goal is providing whitepapers which can be downloaded when an email address is provided. I implemented the process in other marketing automation solutions - it would be as follows: 1. Implement a signup form incl. a checkbox for marketing permission 2. The signup form triggers a workflow
Tip 41: Global Planned Vs Actual reports in Zoho Projects
The Global Reports helps you big time when you want to assess the progress or if you want information about tasks across all projects. Global Planned Vs Actual is one such report with which you can find the time spent for tasks. To view this report, navigate to Global Reports widget in Zoho Projects Home page. Global Planned Vs Actual report provides the task work hour details of the individual user by distinguishing the work hours planned for the tasks versus the work hours actually spent on the
New phone- lost expenses
I lost my phone this weekend and had a bunch of unsubmitted expenses. I purchased a new phone and when I tried to login to Zoho, all of my expenses were gone. Any idea how I can find those?
Tip #27: Centra tu atención en las notificaciones importantes con SalesSignals
Tips and tricks #27, adaptado de Vaibhav ¡Hola usuarios! Esta semana vamos a ver cómo podemos centrarnos en las notificaciones que realmente importan con la ayuda de SalesSignals. Recuerda que puedes ver nuestra serie completa de Tips and Tricks para CRM accediendo al siguiente enlace. Tip #27: Centra tu atención en las notificaciones importantes con SalesSignals. SalesSignals se encuentra integrado en Zoho CRM y te permite hacer el seguimiento de las interacciones de tus clientes contigo y con tu
ACH and Credit Card Options
I do NOT want to accept credit cards but am integrated with Authorize.net for their eCheck service. How do I turn off the credit card option in the client portal?
How can I link Task from CRM to a Task in Zoho project using deluge
I am having a small well not small a big issue in linking the Task information with the Task in Zoho Projects using the deluge in custom function when I execute the script it creates the Task as is intended to be, but when I check the Activity module under CRM account, it is not there as it is linked with the zoho project task and I have to maunally go and create the task from zoho project. Can anyone help please to make the Link automatically?
Zoho mail not receiving mail from wordpress hosted in Godaddy
My domain name and hosting is from Godaddy, here is my address http://vikingbizph.com/ This is made from wordpress, when I tried to post a comment, my zoho mail didnt receive anything from my wordpress site. I also tried to change the email receiver to gmail so that I would know if the wordpress is problem, but I received an email to my gmail from wordpress. Here are my email set up in Zoho info@vikingbizph.com sales@vikingbizph.com Thank you in advance!
Candidate Portal
If a Candidate is associated to a job, It would be nice if that job would populate in the "My Job" section of candidate portal. Even better, jobs that match candidates skills sets would populate the "My Jobs" candidate Portal page automatically.
ADD CUSTOM MODULE RECORD TO ACCOUNT AUTOMATICALLY.
Hi, i am having problem linking Account record with a custom module record. I created a module named Therapist whose record will be linked to an Account automatically. In the module Account, i created a related list item Therapist as a multiplelookup field. I can update its record manually but not automatically. I tried using API to update Account with passed it param containing Therapist ID but related list didn't change. Then, i tried linking API https://sandbox.zohoapis.com/crm/v2/Accounts/Account_id/Therapists/Therapist_Id
User Access Permission - Do Not Allow Creation of Account from Deals Module
We need a way to prevent a user creating an Account from the Deal module (we renamed this Opportunity in our system). We have sales managers who will create the Deal and it's mandatory that they link an "Account" to the Deal. Currently in Zoho the user can type in the name of the account and if it's there they can select. HOWEVER... if it's not there and they type in a name Zoho will automatically create the account. Zoho says it will create an account and so the sales person thinks this is
Randbetween
Is there a way to assign a random number with the Randbetween formaula but have it lock so it does not change if it is resorted?
Verify domain with Shopify
Our Zoho mail account was accidentally disabled from shopify therefore we need our zoho code to connect our domain from shopify, and receive emails to our Zoho email. Please give us The zoho code, domain 8fans.org
My Zoho Assist Unattended Client is asking for Session ID when I try to connect to it
This computer is definitely running in unattended mode. I have been using it in that mode for over a year but suddenly Zoho needs a remote support Session ID when I try to connect. I rebooted the client computer and it's still asking for it. Thanks!
Blueprint transition owner added - but not allowed to execute transition
We've been working with Blueprint for some time now. Due to a change in staff, I've added a new agent as transition owner to several existing Blueprint transitions. However, the newly added colleague still can't see the transition options in the existing tickets. If we open the flowchart, his name doesn't show either. Will he only be able to transition the tickets that have been raised AFTER the Blueprint change? In my opition, that would defeat the purpose of allowing changes to the Blueprint permissions
SPF verification
my domain name is kaptradingintl.com and I'm using HostGator as my hosting DNS. I have input the value as indicated for SPF verification, yet I still got the notification that my SPF is not verified. Please help!
Share from Chrome Extension
Hi, Since today is not possible publish to Zoho Social using the Chrome extension. Works fine from the web, only from the Extension is not possible. When we click in "Publish now", nothing happends. The Chrome Dev console shows this error: "Uncaught TypeError: Reach.PublishPost.checkPostActionEdited is not a function at HTMLButtonElement.onclick (socialapp.do?action=posttemplatePE&browser=chrome:1)" Appesars to be a website/javascript issue. Thanks
Email seems to send but never goes
Emails are leaving the outbox of outlook, but not actually going anywhere. When checking the logs, the emails sent are not found.
How do I Set Margins for Invoices?
Hi, I'm trying to create a customized invoice in Zoho CRM based on the invoice template we currently use, which is a Word document. I'm 90% of the way there, but when I go to print, the invoice fills the page and some of the text falls outside the printable area and is cut off. I've tried using HTML code to set the margins, but whenever I use standard code for this type of formating (i.e. body styles) the html editor just deletes it. How can I specify the margins on my invoices so they don't generate
Tip 47: View dependent tasks and dependency status
Projects can have multiple tasks that need to be carried out in sequence. This results in task dependency, for example an invoice can be sent only if the quote is ready. Therefore, the predecessor task must complete in order for the successor to begin. To take early and proactive action, you should be able to view the dependent tasks. In Zoho Projects, you can see the dependency status in the task details page. You can hover over the status and view all the dependent tasks. Clicking on the individual
Why we chose "OAuth2.0" over other authentication methods?
Hello everyone! While there are various authentication methods available for REST APIs, we use OAuth2.0. In this article, we are going to discuss the most popular authentication methods, their pros and cons, and the reason why we chose OAuth2.0 over other authentication methods. 1. HTTP Basic Authentication As the name suggests, HTTP basic authentication is the most simple and straightforward form of authentication, and hence most vulnerable. In this authentication method, the user passes the username
Parent Account
Can I create a view where I see only the Parent Accounts?
Add Light Agent to view access to limited tickets only
We have sort of a weird workflow that we wand to accomplish. We are bringing in an outside consultant to review any of our tickets where our approval amount is over $500 (just a custom field, call it field X). We don't want to give this individual access to all tickets, just tickets in our organization where field X has value greater than $500. We need this person to be able to write private comments but be view only besides that. Light Agent works great, except....I can't figure out how to limit
Zoho Flow Success Error
Help me please ! I'm creating Flow. I'm performing the transaction. It seems to be successful, but the subsequent operation is not taking place.
How to manage and segment multiple business data in Zoho CRM
Today, let us see how to manage and segment data when you handle multiple businesses in Zoho CRM. There are businesses that have different products catering to different verticals . For example, an insurance company handles Health, Vehicle, and Property insurances simultaneously. Each segment has its challenges. Insights and management of data by segment is essential to channelize sales efforts. Zoho CRM helps you segment the data and manage them effectively. Let me show you how this is done if the
Email assistance system
Hi All, We are looking for a email assistance system were who ever joins as assistant employee, he should have access to view reply mail but he should not download files to his system, rather he should download only to our official one drive or any other option(if any suggest) so that our data is safe. Please provide a better solution for this.
Link or ability to resend Evaluations to Attendees
I created an evaluation for my ShowTime session, and did attach to to the Thank You e-mail. However, I would like to prompt those that did not respond to do so. I would be perfectly happy to do so in my own e-mail, but there is nowhere that I can find to get a link to the evaluation that I included to users in their Thank You e-mail (and obviously since I hosted it, I did not get the link myself). Am I missing something, or is there no way to retrieve the link to that evaluation?
Ask the experts: A 5-hour live Q and A session on Zoho People
We are back with the 'Ask the experts' session of the month! Your platform to get instant answers to your questions on Zoho People is now open. Our team of experts is here, on a continuous 5-hour stretch, to answer and give expert solutions. What to ask? Your questions, doubts or any hiccup revolving Zoho People. If you do not have any questions, you can follow the post to add it to your knowledge. Where to ask? Simply use the comments' space of this post to type in your questions.You can start
Audit Logs - Word of the day #45
The Audit Log is a chronological sequence of entries, each resulting from the actions performed by Users in Zoho CRM. Audit logs are helpful to determine what has happened before and after an event, and also to identify records associated with certain events. Users with administrative profile can access this feature. Here's a knowledge-base article on working with Audit Logs. Check this quick video on Audit Logs. Previous 'Word of the Day': Autoresponders Next 'Word of the Day': Web Forms
Zoho Workerly is now integrated with Ytel and Vonage!
Hola! We value your time and are constantly working toward bringing features that can ease your temp staffing process. Zoho Workerly's marketplace is now equipped with Ytel and Vonage extensions for better communication with your temps and clients. Please note that the extensions are available only for the US DC users. Here is a quick brief on both APIs: Ytel API is for adding SMS (available in Zoho Workerly) and voice communications to your application. With several unique endpoints, it can be
Ask the Experts - Zoho Inventory #9: 7 hours of live discussion on the integration between Zoho Inventory and Amazon.
Hi folks! The most long-awaited discussion is here! This week, we will talk about integrating your Amazon store with your Zoho Inventory account on 'Ask The Experts - Zoho Inventory'. Our Amazon integration is one of the key marketplace features offered by Zoho Inventory. With this integration, you can link your Amazon account with Zoho Inventory, including your Amazon FBA. This will offer you the flexibility to manage your store sales across multiple sales channels. You can also manage stock from
error while trying to verify domain
I have a domain - sociallybrandit.com i am facing issues while i try to verify the domain. i have tried all 3 methods. but it isnt successful
Zoho Sign webhooks
I'm trying to get a Zoho Sign webhook to work with a standalon REST API function in Zoho CRM. The webhook set up in Zoho Sign is calling the function, but I don't know what I need to name the argument in order to receive what Sign is sending. I looked at the documentation, but it's not clear what argument to give the name of the function so as to get the object that the webhook is sending. I looked at this help article but it's still not very clear what is sent. Does it send anything? If it does,
Removing Tags in Bulk (from a lot of contacts)
I have a large number of contacts that I want to remove a tag from. More than the 200 that will show on a single page. - I go to Contacts > Contact Tags - I select the tag I want to remove to get a list of all the contacts with that tag - I then use search to display the subset of contacts that I want to remove that tag from - I click the checkbox to the left of the Contact Email column header in the contact list This only selects the displayed contacts. When I select similar checkboxes on other
Automatic Move of Credit Card charges to bank instead of UnDeposited Funds
As my title states, is there a way to automatically move credit card transactions to my bank, either nightly or even just straight there instead of undeposited funds? It is very annoying to have to go in to many transactions every day and modify them from undeposited to checking. Yes I know I can calculate the amount and do a transfer, but that even seems more messy instead of just showing where it went in the first place.
How many agents are included with Zoho One edition?
I'm a solopreneur and wish to empower select members of my community (not employees) with the ability to answer help tickets. The "Light Agent" function does not allow for that. Can you help me understand how my proposed model would work (and how much it would cost) using Zoho Desk? Maybe the easier question is; How many agents are included with the Zoho One edition? I'm bootstrapped and on a very low budget. It's important I have a clear understanding of costs.
Zoho Meeting Mobile Apps Update: Attend webinars from your mobile device and launch meetings from iOS
Hello, In the last few years, the fields of education and business have evolved so much that workplaces and classrooms have expanded not just to our homes, but everywhere we go. In the latest update of Zoho Meeting, we have enhanced the Zoho Meeting iOS and Android apps to enable our users to meet, collaborate, and attend webinars from anywhere they want. Take a look at the new improvements. Sign in and meet from the iOS app You no longer have to remain tied to your desk or laptop to host an online
How do i mass update table using json response given by my api?
I am trying to update a database i'm making in creator once a day using an api call to my current crm which i cant stop using. the api will respond with a json file containing 500 contacts with 2-3 layers of information on each contact. i'm going to have to do this 15+ times to fully sync my zoho database with my crm. So far i've used Deluge to get an access token and use said access token to get large json file full of contact information. Bellow i've added 2 of many contacts in the json file.
Account duplicate
On my Zoho Mail desktop App (Mac) under Accounts, I have a duplicate account. How can I edit them or erase, without erasing the email account. just edit the multiple accounts menu.
Some 1500 Missing AccountNames after import Contacts 60.000
I imported some 60.000 contacts and tried several times to re-do the import of Accounts/Contacts, with mapping to AccountNAME, which is in the CSV file. After checking the CSV files DOES HAVE ALL THE FIELDS of Account name and Contacts,first/lastname. I use separate CSV files for Accounts and Contacts. I do each time 22.000 import,(because of filesize) first the Accounts and the second import of Contacts. Everything OK after 3 x imports 3x22000. Everytime after all imports there are some 1500 Contacts
Zoho CRM lookup field not working in published app
I have published an app to my website using the iframe embed. However when I go to use the app the CRM lookup field wont allow me to select a record. The lookup field opens in a new window and I can see down the bottom a javascript; note. I have made sure to login to zoho creator I have tested the CRM lookup field from within zoho creator and it works fine. Here is a link to the published app: http://www.energymedic.com.au/applications/site-report.html
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