Wiki future Functions
Dear Zoho Wiki team , While other Zoho apps are moving fast except for Zoho Wiki , but still many are waiting for Zoho Wiki, here are a few questions and my idea for future Wiki : - What is likely month for new Wiki and as part of Zoho one soon .... hopefully it is very soon - Currently ,guest public to read , but we need guest with permission to read or comments , need acocunts to log in, but not counted as wiki user. It should be similar to Desk -Intergration to other Zoho apps such as chat
ZOHO SIGN INTEGRATION improvement
First, let me thank you for improving the integration to zoho sign so that we can add template, then send. Before, we have to move to the zoho sign platform, then have to add sign fields (and arrange them to make the document look most professional) before we can send. What a hassle. Now I'm not sure if this suggestion applies to CRM or Sign, but we need to add a way to have a universal message to recipient so that we don'g thave to spend time writing the message each time. We also need to improve
Signature Capture Field?
The most important reason for me to use ZOHO is for documentation of training, process records, etc. These need to be done by users on the floor with the ability to capture a signature. When will this option be available?
App Spotlight: B2B Leads for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. B2B Leads for Zoho CRM B2B Leads for Zoho CRM powered by Red Flag Alert allows you to gather prospecting data on businesses that fit your ideal customer profile. With access to data on over 6.5 million UK businesses and seamless LinkedIn integration, save valuable time when researching your prospects with company details such as turnover, credit limits, health ratings, and contact
How to create a strong password? #WorldPasswordDay
The first Thursday of every May is celebrated as the World Password day. It was started by Intel in 2013 based on the idea of a security researcher named Mark Burnet who encouraged people to change their passwords often. On this day, let's look into the possible ways one can create a strong password: Use combination of upper and lower case alphabets Use special characters Avoid using dictionary words Avoid using the same password for multiple online accounts Use a minimum of 8 characters Avoid using
Record of a call made through the mobile app
Hello, it would be great, if when making a call to a candidate or a client through a mobile app (dial the number directly from Zoho Recruite mobile app), there could be a record of the call automatically. It would safe a lot of work with entering the calls Thank you Miroslava
Introducing IDX Broker, Mapsly, Acefone and 10 other Zoho CRM extensions
Zoho Marketplace releases IDX Broker along with 12 other Extensions for Zoho CRM. Here's a list of new releases for Zoho CRM, April 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Mapsly: Map extension for Zoho CRM View and
PDF file be imported and converted as a report and read as a spreadsheet in creator app?
Hi We have a query from a client, a file they receive as a pdf file be converted as a Report in Creator App and be converted as a spreadsheet? is it possible? if so kindly explain. Regs Sathya
Allowed phone number characters
Hello, To stream line our phone numbers for leads, contacts and accounts, what are the allowed characters ? (so they are recognized by our sip provider. + for international calling , for a 2 second pause ; for a wait Are others characters allowed and which one, or none ? The goal is to be able to add extension and or keypad navigation to the phone number. Thanks.
select account to sync
When I attempt to set up a sync with Zoho CRM it automatically defaults to an account's email and I have no way to change it to mine so I get an error message saying I'm not connected. I also want to delete that person and don't see anywhere to do that.
What's new on Zoho Marketplace for April 2020
Zoho Marketplace houses 950+ extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in April 2020. Mapsly: Map extension for Zoho CRM View and edit your leads, contacts, accounts, and
Setting task reminders
I am trying to set reminders for tasks that we have created in Zoho CRM. The instructions on this page (https://www.zoho.com/crm/help/activities/create-activities.html#Set_Reminders) do not work because there is no 'reminders' option. Are there newer instructions? I am only able to tick a box for 'email notifications' but it sends an email immediately, not on the due date.
How to integrate Marketing HUB witth Zohosites
In order to manage landing pages and lead I've subscribed to Zoho Sites. I need to know if is it pssible to integrate data acquired by forms created directly in Zohosites with Marketing HUb thank you
zoho crm のキャンペーンでカタログを送付するリストを作ったんですけど・・。
コロナで営業に行けないので、メールキャンペーンでもやろうかと思ったのですが、カタログを刷ったばかりなので まずは郵送しようと思い、crmの中から200件ほど抽出しました。新しいキャンペーンを作ってその中の連絡先に追加しました。 このあと、タックシールを作りたいのですが、抽出した人だけをエクセルとかに抽出して差し込み印刷かＣＳＶに変換して年賀状ソフトで印刷するかと思っていますが、出力の方法がわかりません。 そもそももっとスマートな方法はありますでしょうか？ 送った方から注文が来た時に、費用対効果の記録を残せるのも良いなと思い、キャンペーンでやってみたのですが。
Custom Field Data not showing up with API call.
I am working on an application that can create new tickets and read ticket details of current ones. When I submit a ticket with custom field data it creates correctly and I can view the newly created ticket. But the custom field data shows up as a empty field. This is how it is formatted when I submit the ticket. cf : { cf_store : data.store } This is what I see when I try to view the ticket. cf: Object { } Do I need to format my GET request a special way to view Custom Field
Any plan to implement "sync on demand" feature in the near future?
Google has shifted to drive file stream, whose similar services include smart sync by Dropbox and file on demand by OneDrive. Is there any plan that Zoho WorkDrive implements this system? After having used Google Drive for some time, this sync on demand is found very useful as it can save local memory use and increase security.
Feature Request: Multiple signatures for CRM emails (sending)
It would be great if you had the option to send emails from a CRM record using different signatures. As an example, sometime's I like to send email with a signature that includes my mobile number, other times I don't. Would it be possible to implement
SPARK HIRE
THANK YOU!!!!! I am so happy that spark hire is now associated with ZR. I know its new, but be nice if we could send multiple invites to candidates. THANK YOU again. I am so happy now
Show Amounts with difference next to them
Hello! I understand the process of creating a pivot table to show the difference year over year in total sales by Account, but I'm wondering if there's a way to get the year totals to show alongside the differences. Currently, my pivot table ends up looking like the below: Account 2016 2017 Total Total Amount First Account -5000 Second Account 7500 Third Account 6000 To get
Today vs. Yesterday sales difference
Hi, I have this table with (cumulative) sales by day: DATE AMOUNT 01/18/2013 11,750 01/14/2013 12,000 01/13/2013 11,500 I need to calculate automatically the difference by day so that the table would look like: DATE AMOUNT DIFFERENCE 01/18/2013 11,750 -250 01/14/2013 12,000 +500 01/13/2013 11,500 PLS NOTE 11,750-12,000 = -250 12,000-11,500 = +500 I do not have a record
Spurious "New device sign-in" messages
Over the last week or so I often seem to get warning messages from Zoho when I log into mail saying "We have detected a new device sign-in to your Zoho account associated with name@domain.com on Wednesday, May 15 2019 09:02:21 PM BST. " These are spurious, because I'm just logging into Zoho mail to check the spam folders using the same PC and the same internet connection as I've always done, and the reported IP address is my address and the time is exactly when I've just logged in so they're definitely
I'm missing the ability to push custom data to CRM within a Journey
In Zoho Campaigns I am able to push custom data within a journey to my crm: I'd love to see the same im Marketing Hub
Charge Date
Hi, I set up a Subscription which is now live and through GoCardless. I have had people join up, however the charge date on GoCardless is a week ahead. I'm not sure why this is happening? Any ideas?
App Spotlight: Company Credit Checks for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Company Credit Checks for Zoho CRM Company Credit Checks for Zoho CRM allows you to automatically import key financial data of over 6.5 million UK businesses into your Zoho CRM. Essential financial information such as credit limit, company health rating, and creditor days allows you to make informed decisions when deciding what credit terms to offer your customers. Get the app
How do i remove the sales signal so it only shows me feeds in notifications.
We don't use sales signals, as the only Zoho application we currently use is the CRM. Under the notification bell we have the choice of seeing sales signals (which we have none) or feeds. As we have no sales signals i would like to only see the feeds when i click on the notification bell. Currently we click the notification bell once we have a notification then have to click to feeds whihc takes forever and a day to load. For some odd reason its quicker to click feed then click slaes signal then
How to Build Widgets in Zoho Developer
In last week's post, you were introduced to widgets. Today we'll look at how to build them. The sample, "HelloWorld" (refer below), that we'll be using here is a related list widget. This related list will display the API response for user and record information of a particular record in your CRM's Leads module. For detailed steps on how to build a widget, go here, where the following will be covered: Step-by-step procedure for building a widget Hosting a widget both externally and internally Testing
New Zoho People webinar!
Join us for a webinar to learn how Zoho People and Zoho Recruit comes together to help manage the employee lifecycle, right from hiring to retiring. This webinar features the new Zoho Recruit add-on that can transform your hiring and HR processes, along with Zoho People. Reserve your seats now!
#8 Tip of the week: Continuous review in Zoho People
Make your performance evaluations continuous and consistent with continuous review in Zoho People. This greatly helps with measuring performance all around the year and keeps your employees focused. You can run continuous reviews every month or once in 3 months for employees to evaluate their goals regularly. Learn more on how to set this up!
PHP Mailer error
Hello, I tried sent emails with phpmailer and I got this error: Message could not be sent.Mailer Error: SMTP Error: data not accepted.SMTP server error: DATA END command failed Detail: Unusual sending activity detected. Please try after sometime. Learn more. Use the link mail.zoho.eu/UnblockMe to unblock SMTP code: 550 Additional SMTP info: 5.4.6 I set username and password correctly but not working. Work only with gmail. I tried with another domain but it`s down. Can you help me? Thank you!
SMS Invoice
Hello, Can i send Invoice template which is generated from Zoho creator in sms using a url?
Reminder - Enhancement to Agent/Team-Related Permissions and Corresponding API Changes
We would like to remind you about a few changes to APIs related to agent profiles and teams. About eight months ago, we informed you about a more granular profile-based security setting for managing agents. We made a few enhancements with GDPR compliance in mind and provided a way to control who can view Personally Identifiable Information (PII) of your agents. We hope you took notice of the API changes detailed in the post and tweaked your API-based tools accordingly. If not, please read the forum
Can not add leads
Hi, I'm trying to use the free edition of Zoho and want to add leads. Although there is not a singel lead yet in Zoho, when I want to start the first lead I get the information: You have reached the maximum limit for this action in your edition I tried to import the leads from our Pipedrive account but that did not work. Has anyone an idea how to fix this? Without leads the system is not useble for me. Thank you in advance! Roel
Opportunity Tab Showing Nothing
My opportunities show up in every location but nothing is showing up in the tab? Any ideas?
Creator/Books Integration
Hello! I'm looking at moving one of my Filemaker apps to Creator. The app is a computer repair tracking program. We are going to be using Zoho books, and I want to integrate the new creator app with books. I'd like to have the following: A dropdown in Creator with all of our contacts from Books When a new repair RMA is created in Creator, it creates a new Estimate in Books. Is this possible? From the API, all i've seen for the contacts portion is to search by ID number, or by name. I dont seem
Android reports "Unsupported Type" for notecards that are fine on web version
All the notecards in my notepad are listed as "Unsupported Type" on my Samsung Galaxy A40 Android phone (screenshot attached). Most of them appear OK on the web version of the notepad. Is this a bug? Many thanks Steve
Call function auto adding extra digits
When ever calling through my computer and sending it to my phone. It adds digits in the numbers. it is doing it for my whole team.
Notecards are just outlines
I have imported notes from Evernote to Notebook. When I open the notebook in the web interface, the cards are there but I only see an outline (screenshot attached). How to I get around this?
How to get stats about average answer time to a candidate?
Hi there, Does anyone know how we can get statistics regarding average time to answer a candidate? What I mean by that, is : we're using the new feature "hiring pipeline", but would like to know what's the average time (for all candidates, and not individually), the time taken to change the status, or the time taken to make a first contact (when reaching out by email for example). Is anyone in the community already extracting this type of stats?
Grouping notecards does not work
The help system says that to group cards under Windows: Web : Press and hold Command key (Mac) or CTRL key (Windows) and tap the respective note cards to multi-select. Click Group at the top-right corner. But when I select the cards as per the first instruction, there is no Group in the top right corner, just Delete. I have attached a screenshot. Is there another way to group notecards? Many thanks Steve
Password reset email never arrived after, like, NINE HOURS
Was trying to reactivate a TeamViewer account I'd created using the Zoho email address. I've waited 9 hours for the password reset email to arrive. Not in inbox, nor in spam. ? hjh
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