before I validated the domain, I accidentally deleted my @ store name
before I validated the domain, I accidentally deleted my @storename. Now i'm trying to log into the account and i can't.
Sync "total opens" and "total clicks" from campaigns to CRM
I can't figure out sync the total number of opens and/or clicks for a particular lead (or contact in campaigns) to corresponding fields I have created in Leads (Zoho CRM). This seems like something that would a) be relatively easy and b) be something I would think most people using Zoho Campaigns and Zoho CRM would find useful. I have figured out how to sync the contact score from campaigns to CRM, but would like to have more detailed information. Any help here would be greatly appreciated.
Too Many Active Sessions
My team and I keep running into this warning. Does anyone know what it means? We have a subscription for the Creator services, and use it between two offices. We have one username and password per office. We have about 50 people using it at this point. Typically, when we run into it, I ask some users to log out so that whoever gets the warning can log in and complete a task. Once they're finished, I ask them to log out so that others can still have access. However, we then have also run into warnings
Exception while generating Access token: ZohoOAuthException. Caused by : Access Token has expired.
Following the guide from the developer console and using the Java SDK (2.0.1), I was able to generate an access token - but for some reason it throws an exception saying the token has expired. It is quite clear from the logs (I have masked some properties): Dec 17, 2019 4:50:56 PM com.zoho.oauth.client.ZohoOAuth initialize INFO: Zoho OAuth Client Library configuration properties : {minLogLevel=ALL, currentUserEmail=support@een.com, client_secret=client_secret, redirect_uri=http://www.example.com/oauth2callback,
Backing Up All Data via Zapier in bulk?
I'm exploring what is the best method to back up & sync all of my application data with 3rd party external services in the most efficient & scalable way possible. I'm presently thinking to utilise Zapier. I'm aware that Zoho Creator is natively integrated within Zapier, however, the Zap is triggered, each time a single record is created within Zoho Creator. This logic is not particularly efficient for this use case scenario. Moreover, since the purpose of the integration is to back up the data, the
Reporting on Reoccuring Tasks in Zoho Analytics
I am trying to report on Project Tasks that are created via reoccurrence. I am unable to see them when using Analytics to pull all task created for projects with duration time.
Zoho One account
Hi, Our mail id is enquiries@verifitech.com. Need to know how many users can access this account . We got this through nasscom startup. Would like to know the validity of the plan
How can I update the Subform List?
Hello Zoho Experts, I am fairly new to Zoho. I am trying to create an app which requires Subform. Here is what I have now: 1. Picking Task a form to contain the main information of the picking task (see image below). 2. Item Pick List a form that contains items that need to be picked (see image below). 3. Item Pick List is a Subform of the Picking Task as seen on the image #1. 4. The Picking Task field on the Item Pick List is a look up of the Picking Task form. Now, when I edit a Picking Task record
Ask the Experts: Creating extensions for Zoho Projects
Dear users, We have scheduled an online Q&A session where you can connect with our product experts and get all the help you need in building apps for Zoho Projects or Zoho BugTracker. They are ready to address all your queries on building apps for Zoho Projects. It could be anything from getting acquainted with our cloud editor to the best business practices on where and how to use our extensions. Our experts will be available on May 21st, 2020 from 6:30 to 11:30 AM PDT | 2:30 to 7:30 PM BST to
Get Leads returns "Authtoken support is deprecated"
Hello, When I send request "Get" https://www.zohoapis.com/crm/v2/Leads/{my_record_id}, API returns me the next response: { "code": "AUTHTOKEN_DEPRECATED", "details": {}, "message": "Authtoken support is deprecated", "status": "error" } Example: Get https://www.zohoapis.com/crm/v2/Leads/123456789 Headers: Content-Type:application/json Authorization:{my_Auth_Key} Please let me know how to fixed the problem.
conditional formatting - is it possible to replace CASE-structure by code that gets the background-color from the TEAM-form ?
Hi, I'm creating a calendar view. The background-color of the appointment depends on the team being assiged to the appointment. 1 attachment Instead of HARD-CODING the conditional formatting case i.e. conditional formatting ( "Kris" { condition = (Team.Team == "1 Kris") format = "color:#ffffff;background-color:#009933;" } "Christopher" { condition = (Team.Team == "1 Christopher") format = "color:#ffffff;background-color:#33AD5C;"
Using personal email to reply from CRM
Hi, When replying to an email added on CRM, are you able to do that with your personal email address instead of a general one?
Tip 48: Importing subtasks and setting dependencies in XLS, CSV, and JSON files
Importing files from one platform to another is a tedious job and it is necessary to maintain the structure of the modules. You can import XLS/ JSON/ CSV files into Zoho Projects. While importing a XLS/CSV/JSON files, you can now import subtasks and also set dependency between the tasks in the import file. Import Subtasks: Consider a scenario where a project owner has to import a csv file with two tasks "Roof (T8)" and "Setting & Curing (T6)". While importing the file, he must enter the PARENT TASK
Enhancements to the Timer
When using the timer I see a couple of improvements that could be helpful for all users: The ability to pause / resume so you don't have lots of entries when taking breaks or alternating between tasks/projects; for example. When fully stopped, the app shows the time log entry window to give the user the ability to enter comments and store them along with the time log entry. That way the user doesn't have to edit the log to add actual comments about the work done.
Zoho forms, no more fields available in second rule
Hello, first of all thank you very much for this powerful platform. A little question about Zoho Forms. I'm creating a form with 2 options of fields: for Particular and Company Depending on the the first Dropdown selection (Particular OR Company). With the only difference the second choice selected (Company) should return additional fields. Rule 1. Particular If Selection is Particular Then Show: Name Email Address Rule 2. Company But when making a second rule: If Selection is Company
Criteria Deal "Closing Date" not appearing in Analytics or How to KPI closed deal this quarter
Hello to the community, I am going nuts on this one, I am trying to get simple KPI to display on my "Analytics" dashboard pannel : Value of the deal closed this quarter. I just cannot figure out how to it. Support sent me a picture on how to set the KPI but they use the "Closing date" criteria and I don't have. Here the support capture and mine. Am I the only one ? Do you see the "closing date" criteria ? The support KPI My criteria list
Apparently, there is no reasonable or feasible way to mass update a record's related list
I have a module called “Properties” I have a module called “Segments” each Segment record will have a related list of several hundred properties and each property may belong to more than 1 segment (yes it’s a multi-lookup field) Lets say I have a Segment record called “Chenai-Krishna” and I need to select several hundred properties to add to its related list “Properties” below. My problem is there is no way (and definitely no good, simple or reliable way) to select a few hundred Property records
Layout Picklists
Greetings. I have three different layouts, cloned and modified off of the Standard Layout. I changed the Lead Status - Picklist value in the default Standard layout, however, that update has not completed across the other 3 layouts. If I go to a cloned layout and try to edit the Lead Status Picklist with the same choices, I get an error that there are duplicate choices. Will the updated Picklist be seen in the other 3 layouts? Please advise. Thank You.
Zoho Books - Estimate Line Item Limit
Does anyone know if there is a limit on the number of items you can add to an Estimate in Zoho Books?
Google Sheets to Zoho CRM Deals
Hi, I am trying to get some comments from my Google Sheets into the Deals module in CRM. This is the error I get: "Zoho CRM says 'unable to process your request. please verify whether you have entered proper method name, parameter, and parameter values.'" I have attached the flow image and what it consists of, and also the GS comment I am trying to add in the deals module. Am I doing something wrong?
How can I change language for my client help center?
Hi, I want to change language in my Help Center for client. How can I do it? Thank you!
Zobot
I was using Hubspot for a pretty long time and wanted a change. Thought Zoho suite would be a valuable product. I'm now using SalesIQ for the past few days. This is a pretty decent app with relevant features I was however, surprised by it's bot creating methodology. Zobot is very highly difficult to customize. In fact startups who don't have a tech team can never do it efficiently. I used bots in Hubspot and Freshchat. Oh my good god! I never felt so good. These guys have built a really awesome bot
attch file top creator record
when i copy a record to another module in zoho CRM, i use this to also pass the attachment of that record to the new one: id_original = crmid; relatedrcords = zoho.crm.getRelatedRecords("Attachments","Contacts",id_original); for each ele in relatedrcords { attachementId = ele.get("id"); downloadFile = invokeurl [ url :"https://www.zohoapis.com/crm/v2/Contacts/" + id_original + "/Attachments/" + attachementId
Changing the language of the portal
Hi, we need to deliver support in 8 different languages. Whilst I can change the language of the support portal. The menu's still remain in English? Anyone who can guide me towards the setting of that?
SalesSignals - Word of the day #43
The SalesSignals feature in Zoho CRM provides real-time notifications from your leads, contacts, or potential customers. You can keep track of all the customer interactions across various channels and follow-up with them from one central place, your Zoho CRM account. SalesSignals improve timely communication and enables you to follow-up with your leads and contacts and close deals quickly. Here's a knowledge-base article on enabling SalesSignals in your Zoho CRM. Check this video on understanding
Check in/out Heatmap
I have a feedback from one of our prospects, is Zoho People thinking of adding a heatmap for checkin/out location of the users? Competitors have this and I think it would be a great feature too. Plus, right now, there's not even a report in the app to see the overview of the check in/out location of the users; admin has to click at the record individually to see them, which is a hassle. Hope this reaches the right people. Thanks
Tip of the week 42- 5 Tips to expand your email list
Suppose your work is making too many phone calls to different people. What becomes the most essential component in your work then? It's simple, your contact list. What then is the most important component in the work of an email marketer? You guessed it right, again the winner is, 'contact list.' What misfortune can befall on an email marketer with a low or limited number of contact lists? It will be like being a sailor and moving around an island repeatedly. It doesn't really expand the
Sports Industry: Creating Amazing Appointment Scheduling Sites
In today’s world, the first place where everyone looks for information that they seek is the internet. Be it general information or information about something that they need, this is the default place for seeking that information. Therefore, it is only logical that your potential target customers will also look for establishments such as yours on the internet as first instinct. This is where establishments such as yours if they have a perfect online presence, will take advantage over the competition
ZoHo Docs app Ubuntu doesn't redirect.
Hi I am using the Dutch ZoHo docs app for Ubuntu. It is my first time I want to use it. I have to give in my mail address, password and after a click on a button a number send to me by phone message. Then the app say Redirect to application.... Press here if redirect doesn't work. I press, nothing. So, ZoHo docs is an application that doesn't work so far.
How do I find my CNAME
Hello, How do I find my cname or zb code? I need that in order to receive emails with shopify. I changed web host now I can't recieve emails.
Tip #6: How to manage your Bookmarks (URL/ Links) in Zoho Mail
In this age of Internet and social networking, every information reaches us via URLs of news sites, tech-blogs, social networking sites or knowledge bases. We all have an avalanche of bookmarks or shortcuts of various categories and groups. We use some of them for referring information and certain others to share with our teams, colleagues, friends or in social networks. Zoho Mail provides you a very flexible and easy way to organize and manage your bookmarks right within your Inbox. You can have
ZOHO campaign forums customization
We would like to customize the form in a two sided layout like shown in the picture.
PandaDoc like function
We used to have multiple different systems to do various functions for our day-to-day business for years. In the last year, I have been able to migrate the majority of those systems to the Zoho platform. However, I'm stuck with PandaDoc at the moment for proposal and purchase agreements. We currently have a handful of template documents that we can send to a lead to overview and they can select various options depending on the purchase. As shown below, we have subsections with subtotals and a grand
Improving Outlook Plug in- add a manual refresh of Side Panel
The Outlook Plugin Side Pane is so slow with jerky screen refreshes, it is unusable. So it gets disabled by most users. Why not make an option for a manual refresh instead of constantly trying to keep up as users move through their email. It could allow you to view your emails normally, but when you wanted to augment one with more info from Zoho CRM, you click on a button for the side pane to appear and pull data. But then it stops refreshing data when you move to a new email. If you
Unable to process your request
Hi, Non of our users can access Zoho Desk. It's gives the following message: "Unable to process your request" The browser tab also shows 'Insufficient priviledges' What can we do? We need access urgently
Need Deluge code to enable merge date from a Deal and a Books Sales Order
I want to merge data from a Deal and data from a Books Sales Order (not the native CRM Sales Order) to render a contract. If you can write the code, please let me know.
Migration - Importing Data with Owner ID, Created By ID, Modified By ID
We are new to Zoho CRM, and are in the process of moving our data over. Everything seems to going OK, except we cannot get the Owner ID, Created By ID and Modified By ID values to match properly. I have been using the Data Import/Migration feature (for "Other CRM"), and am trying to import Accounts and Contacts. There are fields in the data for Owner, Created By and Modified By. Our previous system used a user email address to indicated Owner etc. We have made accounts on Zoho for each of our users,
Chase Paymentech
Hello, I absolutely love ZOHO BUSINESS. I hope the software makes you billionaires one day! I use Chase Paymentech and would love to see Chase Paymentech intergrated into ZOHO Invoice. Thanks,
Ip restriction
We meet an ip restriction of connection to our adminaccount name@domain.org we mistakenly have mi ip authorization with address x.x.x.x please remove this restriction on the admin account urgent urgent
Zoho Webinar
Hi Team, We have started using the Zoho meeting on a daily basis and are planning to host webinars weekly. We found a few critical issues on the webinar platform that negatively affect the experience of the attendees and organizers. We request you to update these essential features: 1. We usually have four to five co-organizers who talk. The attendees and co-organizers see one video at a time and not altogether on the screen. While this interface is present in meetings, it does not work on the webinar
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