WP plugin still supported? Zoho Subscriptions
I tried installing and configuring the WP plugin for Zoho Subscriptions but cannot get it working. Following the directions on the integrations page, I end up with the below after creating a new page, clicking the button to add the Subscription and selecting the plan. The page shows blank when browsing. WP version 5.4. <iframe id="ZSubscriptions" style="border: none;" src="https://subscriptions.zoho.com/subscribe/a64cdba7b185214a8d7e3db7206fd5141f563cd205dd5841ad482bf477cf719e<br /> <b>Warning</b>:
Add Account to Sync Contact from Zoho CRM
Hi, I have a problem in syncing contacts from my Zoho CRM to Zoho Campaign. It is mentioned that only 1 account which able to sync the contacts whilst we have 5 accounts here. When I tried to associate more accounts, there is an info that the account is not associated. Please help me overcome this problem so that I can sync my contacts immediately. Thank you.
Allow a start date for a KB
The KB articles have the ability to have an expire date. It would be very helpful to have a way to keep the current KB but have an unpublished version with a start date. At that time, that would become the main article and the previous would be in the version history. Many times we need people to modify a KB and get it ready for a release date but until that time we would want the old KB to still show. Right now you have to add to your calendar to remember to publish your draft.
ASAP Extension problem with tooltips for node vue Quasar web app
We have an application coded with Vue Quasar Framework that we are trying to make the Zoho ASAP extension work so we can display tooltips to users. We have added JS code and we have created the tooltips, but in order for user to hover or click them, the user needs to refresh each page they visit once before tooltips start to work. The app is an SPA app. Has anyone run into this issue before?
Anyone Using Campaigns with an SMS program like MightyText that syncs to your phone?
i'm a solopreneur using CRM and dabbling in Campaigns. I use MightText which let's me send texts from my desktop (on the webapp) and pushes it to my phone to send. This has been a great platform since I can see what's been sent (as well as responses) on my phone. I now like to be able to automate customer texts via Zoho Campaigns but MightyText hasn't published an API. I'm looking at other apps like PulseSMS (they have an API but only for linking other devices, not for pushing sms messages) and
What's New in Zoho Payroll [Indian Edition]: May 2020
Hello, users, As we enter into a new month of persevering through this pandemic, we hope you are safe and sound. Despite the situation, we have been doing our best to keep improving and developing features for you even while working from home. This month, we have rolled out a major feature in Zoho Payroll: Perquisite Calculation for company-provided vehicles. Perquisite calculation for employer-owned vehicles Many companies provide vehicles for their employees’ office commutes and other official
Why does the API take Stage display_value, not actual_value?
When creating or updating a Deal, why does the Stage attribute uses the picklist `display_value` instead of `actual_value`? The behavior seems unintuitive. Is there a way to update using the Deal actual_value or ID instead? Is this the standard behavior of all picklist?
Ver transacciones de una cuenta contable en CRM
Hola, Tengo la necesidad de que los usuarios puedan ver los las entradas y salidas de la cuenta contable de CAJA de BOOKS en CRM, hay alguna solucion? Gracias,
Some calendar invites dont show accept button in Zoho mail
Hi, This is becoming a big issue for me and stopping me using zoho mail. for some calendar invites I'm sent from customers, I don't have any button or anything to ACCEPT the invite and have it added to Zoho calendar. if I open the same email in outlook or gmail, it shows the accept button just fine but then it only adds it to gmail calendar which then has no way of adding the same event to zoho calendar. this is a huge problem for me so what's the fix for it ? it means I can't use one email platform
problemas para habilitar un un usuario
intento habilitar un usuario nuevo, esta cargado correctamente, y me indica que ya esta asociado a CRM, puede ingresar a zoho pero no a CRM, lo elimine varias veces y en cada nueva invitacion no le permite ingresar, les agradezco su info
Save Notes in Google Drive Folder?
Is there any way/workaround to save Notes in a specified Folger in Google Drive? I really love Notebook and its Features, and i´d like to use it as my go-to professional notetaking-app, but for that to happen i´d have to be able to save all Text-only Notes in a notebook to a specific Folder in Google Drive. Is there any possibility of making this happen (maybe with another external app, etc?)
Start building popup forms with Zoho Campaigns
Hello everyone, There's a plethora of good things happening in Zoho Campaigns right now and here's one for marketers to connect with people who visit your webpages. Most of you would have read our recent updates in Zoho Campaigns. Here I am throwing light on popup forms that help you turn your website visitors into contacts. Using popup forms, you can show relevant messages to your website visitors and drive them to sign up for your newsletters, blogs, and more. Moreover, Zoho Campaigns can be used
Issues with CRM Widget - error - sent invalid response
I have not been able to get the CRM widgets to work. Now the one thing that has changed is that I am working from home. I was able to get them to work at the office when I was there. I have checked my firewall and I have the port open 5000. If I pull up the web page widget in a separate browser, I find that it runs and is making calls back to my server. So I do not think that it is a port on my wifi firewall. I have even tryied that sample and could not get that to run. Any help would be appreciated.
[Live Webinar] Introduction to Conversion Optimization and Walkthrough of Zoho PageSense
Hello all, With buyer behavior shifting rapidly in the wake of the pandemic and businesses cutting their advertising budgets, it's important to take advantage of your existing website traffic to turn visitors into customers. This is where conversion optimization comes into play. To help you step up your optimization game, our next webinar will be about "Why you should optimize your website now more than ever." Join our PageSense product experts Vaijayanthi and Sharath on Wednesday, May 13 at |
Is a new gmail add-on coming??
It appears the ability to add a new task, bug etc. from right within gmail is gone with the new gmail. I am surprised not to see a bunch of posts in this forum asking when you will be releasing a new gmail add-on that works with Googles new gmail integration for addons. Being able to quickly add tasks and so on from gmail is one of Zoho's many strong features, I hope not to lose it. Yes I know you can email to a project but that is much different. Thank You
How many reports can I put in a dashboard?
How many reports can I put in a dashboard?
MAIL & SALESINBOX: Email messages that have been read and processed remain in the Inboxes?
Both in MAIL & SALESINBOX, I noticed that email messages that I've opened, read and processed etc. still stay in the inbox. What are best practices when, where and how to auto-move them depending on their state? Uwe.
Hyperlink of the Predecessor and succesor Tasks
Hello, I have a suggestion which i think is very easy for your team to make it happen. When you look to a blocked task by a predecessor task or you look to the predecessor task what is next you have to copy-paste the title of the task to zoho projects search all modules tool to find them. You can make it a hyperlink to the task so we can find it with just a click. See image bellow I think that is something minor that makes the difference for advanced users thanks
App Spotlight: ActiveDEMAND extension for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. ActiveDEMAND extension for Zoho CRM ActiveDEMAND is a cost-effective marketing automation platform. Integrate it with Zoho CRM and keep moving prospects through sales funnel on real-time. Manage drip campaigns, newsletters, appointment scheduling, webforms, and more without switching screens. Get the extension here Business needs Switching between applications to see what is
Open tasks - ascending order
What is the best way to get open tasks to show on the home page in ascending order (due today would show first)? I don't want to reorder them each time I login.
Tips and Tricks 7: Live sessions
Hello everyone, Today we will see how to view the live sessions for your event. Live sessions are exactly what they sound like—the sessions happening at the current time in an event day. When you are dealing with many sessions or are hosting multi-day events, keeping track of sessions that are running parallel can help you get a clear view of your event agenda. A Live Sessions dropdown will be seen at the top of the Present Sessions tab from the Conduct dashboard in the Event Console. This dropdown
Tip of the week 61: Place information above promotion in your newsletters
One of the most common mistakes that marketers make while crafting a newsletter is that they push way too many offers to their subscribers. Instead of being like a nagging salesperson, a newsletter should be more of a well-meaning friend, who is happy to help. When it comes to newsletter content, it is best to have 85% of it dedicated to educational information and the remaining to promotional material - offers that are proud to promote. So, what can you include? Build strong content The trick
Data value in helpcenter
How to check if someone has entered a number here: and display a message that the field cannot contain numbers.
The PDF cannot be downloaded or opened.
Unfortunately, as of this morning, we can neither download nor illuminate any PDF attachment. Interestingly enough, if we pass the message with the attachment to another mailbox, the attachment is visible. When you try to display the file on a card in your inbox, a message is displayed: An error occurred while opening this file. Kindly download and view it.
Lost all the attachments
Hello, Since the issue with Zohomail yestarday, all the emails in my inbox lost their attachments. I have this error message when I click on the paperclip : "Error while listing attachments (null)" That's a huge issue for me. Please, fix it asap. Thanks Regards, Olivier
I can’t download the file in the letter. Help
I can’t download the file in the letter. Help
Thumbnails or speaker in larger frame.
Multifeed video is great and works well. To make it even better, it would be useful to quickly see who is speaking. When you have 25 thumbnails on the screen, it can take a moment to see who is talking. So, 2 options: . thumbnails as it is at the moment but with the speaker being highlighted . speaker in larger frame and thumbnails on top or below Thank you!
Blueprint - Word of the day #30
Blueprint, a technology inside Zoho CRM, gently guides users through what actions should be taken at what time, and prompts them for the right information in the right sequence. Blueprint is designed to automate and execute a business process in a well defined and systematic manner. With a Blueprint, you can: 1. Define the sequence of stages in a process 2. Associate right people with each stage 3. Guide your teams through the execution of the process 4. Mandate and validate important information
Sales Stage - Word of the day #29
The sales stage describes the different steps an opportunity goes through in the lead-to-cash process. CRM systems come with pre-set sales stages where customers can configure these sales stages to align with the stages in their existing sales process. Watch this video where we explain the sales processes and stages adopted by different businesses: Previous 'Word of the Day': Sales Pipeline Next 'Word of the Day': Blueprint
Kaizen #30 - Parameters in Zoho CRM APIs [Part 2/2]
Hello everyone! Welcome back to another week of Kaizen! In this post, we will shed some light on the parameters in Search Records API and other generic parameters available in Zoho CRM APIs. A. Parameters in Search Records API 1. criteria Use this parameter to search for records in a particular module based on criteria. Syntax: (({api_name}:{starts_with|equals}:{value})and/or({api_name}:{starts_with|equals}:{value})and/or...) You can set a maximum of 10 conditions (starts_with & equals). When
Not able to attached expense receipt via zoho book expense api
I am using following API to add receipt to zoho expense api curl https://books.zoho.com/api/v3/expenses/{expense_id}/receipt?organization_id=10234695 -X POST -H "Authorization: Zoho-oauthtoken 1000.41d9f2cfbd1b7a8f9e314b7aff7bc2d1.8fcc9810810a216793f385b9dd6e125f" -H "Content-Type: application/x-www-form-urlencoded;charset=UTF-8" and getting { "code": 0, "message": "The expense receipt has been attached." } but when i check expense section on zoho book receipt not visible
Gamification Reports
We would like to be able to see who is our most engaged users. We would like to know who is on the leader board with our gamification. Seems like that is a feature that is missing.
How do we turn off the auto creation of a ticket when a chat is initiated?
Just yesterday (a busy day, but not super unusual for us) we handled about 800 chats as a team. All of those chats were automatically converted to tickets, so at the end of an exhausting day, we all had to go back in and close those tickets. This is true every day. That added work at the end of the day seems unnecessary. Not to mention, it's possible we missed some legitimate ticket creation through other channels because we were just closing these chat tickets in rapid fashion. What we would
See more details about email delivery
Hello, I like the fact we can see when a client opened/clicked an email that we sent to him through Zoho CRM. But is there another extension or is this in Zoho roadmap, to have more details about it (how long the client stays on the email open, if he has deleted it, and so on,..) I may ask a bit much and I am not sure it's even technically doable :) Regards, Olivier
Sub-Form Entry Sorting
Hi: Is there a way to sort the order in which sub-form records (entries) appear on the parent form by a field other than the modify date? Case: I have a customers form with a contact log sub form that has a date selector date field. By default each entry in this contact log form appears on the main form in order by the date that the sub-form record was entered. Instead, I would like them to appear in order of date per the date selector field. Thanks
Ask the Experts 13: Agent Productivity Apps - Powered through Marketplace extensions
Welcome to Zoho Desk's Ask the Experts session! This is a monthly discussion on our forums, wherein a panel of experts will take on questions about topics related to Zoho Desk. The panel will be available for a 5 hour period and will answer any questions
Getting 500 server error for table creation request
Hi all, I am trying to create a table using Zoho analytics API in my workspace using vanilla Python but getting error with code 7005 which says "Sorry, an unexpected error occurred when performing this operation. The error has been logged and will be looked into.\n\nIt would be of great help if you could provide us with additional information using the \'\'Feedback\'\' link.". It seems to be a server problem but i guess i must be doing something wring because same API would have been used by hundreds
Visitor info not clearing from SalesIQ
Hi...I'm showing people who have been on our site for 4+ hours. We are integrated with Zoho's CRM. As a test, I visited the website and then closed my browser. After 3 hours, I still appear in SalesIQ as active. How can I make this tool more accurate?
Introducing increased feature limits for CRM in your Zoho CRM Plus.
Dear Customers, We are happy to announce that we've increased the feature limits for CRM in your Zoho CRM Plus subscription to their maximum value. For example: If previously, you could only set 10 validation rules per layout, you can now set 25 If previously, you could only create 2 custom modules per user license, you can now create up to 5 If previously, you could only set 20 active blueprints, you can now create up to 100 Will my existing Zoho CRM Plus subscription be affected in any
Remote Assist with Zoho Projects
Organizations are slowly adapting to remote work culture, which may soon become the norm. This requires the project managers and business leaders to be well equipped to manage their customers and resolve their concerns remotely. Zoho Projects offers tools that can help organizations reach out to their customers and resolve issues on time without physical presence. Using the Zoho Assist extension, product experts can connect with the users or customers via a screen sharing session. A technician who
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