Adding a Custom field In Zoho Bigin Problem
Hi, I am trying to add custom field for deals. In that I need to create " stage " field. But in that name I have already found in default field. How to remove that field or edit the default field.
Image doesn't show in quote pdf file
I have a logo a the top of the quote template. When viewing the html in the editor the logo appears. It also appears in print preview in the quote tab. However, when exporting to create a .pdf file it shows as a broken link. The image is 434x87. Any suggestions?
New Template: Paycheck Protection Program Application Form
As you're aware, the US SBA has kick-started the Paycheck Protection Program for struggling small businesses to reduce layoffs, and continue employing their staff for at least the next two months. In case you aren't aware of the details, read the guide
RED exclamation mark
Hello, Can you please revert what does the red exclamation mark signify? Am seeing this in one of my mails. Have also attached the screen grab for your perusal. Have circled it in black. Cheers & Regards, Kiran Kumar
Marketplace - Word of the Day #8
A platform where developers list their applications that have possible, tight integration with Zoho CRM and helps in achieving a use-case which may not be possible by available CRM features. Here's a quick introduction video for Zoho Marketplace Check out the list of extensions released on Marketplace in March 2020. Previous 'Word of the Day': Quotes Next 'Word of the Day': Sales Orders
Leads and Deals for Nonprofits
Are there any nonprofits who are using CRM Leads and Deals to track opportunities that do not start with a person? Example: There is a grant, RFP, or RFI that becomes available. In my organization I would want to start with listing the opportunity and then connect Accounts and Contacts to that opportunity. From there I might create a project that includes the activities that parallel Deal Stages. Would adding a Identification or Prospecting category stage prior to the Qualification stage be the
Reminder: Zobot 101 Webinar Series - Learn to build chatbots from scratch
Hello everyone! We are happy to see the great response that we have been receiving towards the Zobot 101 Webinar series. We hope all of you have registered for the same and have been following the series. Here is a list of all the previous webinars from the series along with the URLs of the recordings. So far we have looked at: Introduction to Zoho SalesIQ and Zobot Build a Zobot using SalesIQ Scripts - Basics Build a Zobot using SalesIQ Scripts - Advanced Build a Zobot using Dialogflow Build a Zobot
Problem with prices and currency symbols in quotes
Good morning, I'm having a problem since the la a problem with the new version of Zoho CRM. Before the update when I exported a quote in PDF I got the currency symbol (€) followed by a space before the price. Now I got the currency name (EUR) followed by the price without a space. How can I have again the currency symbol followed by a space? Is it also possible to have a tag not including the currency symbol? I prefer to include it manually in the inventory template. Thanks for you help. Gabriele
XLS Imports to CRM Accounts section
Hi Peeps New to Zoho I've been trying to import an xls spreadsheet to account for new customers and after following the tutorials. The system tells me import complete successful but when I look in import history it is not there and the new customers do now show in the account section or elsewhere. What am I missing please.
Cadastro de profissões
Estamos com limitação de funções no Recruit. em 10 funções No Brasil há mais de 2.500 posições de profissional, com integrar estas posições na plataforma do Recruit. Segundo seu parceiro que nos assiste não tem solução,, podem nos ajudar ou teremos que desistir do Recruit em nossas soluções do Zoho One ? Ou mesmo abortar toda a plataforma.
Timesheets from Deals
Hi Guys, new Zoho One customer here with only a few employees. I run a small software company and currently our small number of employees are creating manual timesheets in excel. There is a column for a job number (that relates to a Zoho Deal) and they just put in the time taken to perform the work. As an example, they might spend 1 hour running some barcodes for a particular client (and deal). Then they may do a support all for another client and that takes 2 hours (This client would have a yearly
Tips And Tricks - Announcement
Hello everyone, Every business is unique and each of them follows a specific workflow. While managing your customers' subscriptions with Zoho, you might have some needs unique to your business. Custom Functions helps you address such needs. This is a start to a series of posts, where we will be coming up with a custom function workflow every week that addresses specific business scenarios. Watch this space for further updates! Also, if you have any specific business scenario which needs to be addressed,
How to Post Image to Cliq that is a CRM Record Image
I've a custom function that is trying to post data to cliq when a record hits status X. I have a record image and several image attachments. Scenario: When status = X post to Cliq channel and include record image and image attachments within an inline message card. 1. How to do post a crm record image within a card. (pull record image url) 2. How do I post crm jpg attachments within a message card. (pull attachment urls so they show in a cliq card) For attachments, I can grab the attachment URL and
Mentioning users in Zoho Products
Namaskaram, Zoho Cliq allows to mention a user once per message. But Zoho Projects allows multiple times in one comment. In this, which one is right. If a user can be mentioned many time, then why that is not possible in Zoho Cliq. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Annual Subscription Fee + Weekly Service Fee(s)
Hi - Looking to build 3 plans (Basic, Plus, Premium), each with a different annual fee. Each plan also has a per week + per event cleaning fee: eg - I choose Premium Plan @ $99 annually and I'd like maid service 3x/week @ $50 per visit (or $150/week). Users will need to choose both an annual membership plan + a weekly service frequency. What's the best way to set this up in Zoho Subscriptions? Use metered billing? Thanks!
Telephone Number Field Bug
When using deluge to add a telephone number to another telephone number field it appears a bug. The telephone field text goes behind the country code and cannot be seen very well. It also appears the field hasn't been filled in correctly. In this instance I am automatically inputting the telephone number based on the lookup of another form.
Link in email to change or update client info
Is there any way to add a link in mass emails that when clicked would change the recipients preference on something. For example, "Click here if you have a distribution warehouse" then it will change a picklist value to No or Yes in the contacts page in the CRM? Can this be done with creator or api's?
Default webcam settings
Hi, is it possible to default my webcam to not turn on for every meeting I join?
Integration documentation?
I've been working on a business process integration between zCRM's via the Deals module and Zoho Books and was a bit disappointed that the zBooks documents created via entity triggers had virtually no information from the relevant deal included. I would have been less disappointed (and wasted less time) if the documentation about entity triggers actually detailed exactly what was included in the resulting invoices/estimates, and where. Even better would be a thorough implementation of the entity
Save and Resume Zoho Forms Email "from"
I have a form and i want the save and resube to be sent from my info@mydomain.com and not from my personal email. I have added the info email as my secondary mail. There is no user for this mail is just an email. In the notification template i have the option to choose the secondary address, but in the Save Form Link i have not. As you can understand i want the user to recieve mails from my company name info and not from my personal when he is saving a form. What is the solution here? Thanks
Can I have an open meeting that we use throughout the week?
With my whole team working from home, I want them all to join a meeting for the day so I can make sure they are actually working. Yes, this is advanced babysitting, and I wish I didn't need to do this. It appears as if I can only schedule a 3-hour meeting. I had been using a Google Hangout meeting that was open for basically ever in the same calendar invite. Can I do the same with Zoho Meetings?
Site does not render the same on different browsers
I developed my site using the new UI and the Chrome browser. When I viewed my new site in Firefox and Edge, the text did not display properly. For example, I have a paragraph element that contains multiple paragraphs. It displays properly in Chrome. In Firefox and Edge, some of the text displays properly, but some the type size is changed? Any ideas as to whether this can be fixed?
Able to limit certain tasks/milestones to be viewable to different external contractors?
We are the developer of a number of construction projects and are hoping to use Zoho Projects to manage our schedule and share information. However, we have a number of vendors and contractors for every project and much of the information we wish to share is sensitive between different contractors. Is there a way to limit what each external contractor sees? Can we assign certain tasks or milestones to particular users or external clients, without giving access to the entire project? I have noticed
Workflows not working
Hi all, over the past few days some of my workflows which were working before have stopped working for no apparent reason. Has this happened to anyone else or can anyway suggest why? Thanks
Introducing Amazon Alexa, Monday.com, and 5 other Zoho Mail extensions
Zoho Marketplace releases Amazon Alexa along with 6 other Extensions for Zoho Mail. Here's a list of new releases for March 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Zoho Mail for Amazon Alexa Extend the voice-driven
Send Task Reminders to Task Assignee
Hi all, Each of my employees have their own task boards. I am always adding new tasks into their task boards with due dates and reminders. The only problem is that I am the person who receives the reminders (task creator) not the person assigned to the task. Is there a way to have the task assignee receive these task reminders without them having to create their own tasks? Thanks Matt
Total ofertado en una cuenta
Buenas tardes, Nos gustaría crear un campo en que sumara el importe de todoas las ofertas que le hemos hecho a un cliente. ¿Alguien podría darnos alguna pista sobre cómo crear esa función? Muchas gracias
Trying to use the "custom events" option with a custom function
Hello, I'm trying to create a custom function in Zoho Subscription that is supposed to send out an email 30 days before a subscription is set to expire. I've created the custom function and set it up to use a "custom event" of 30 days before the "Next Invoice Date" but I never seems to execute on this custom event. I've tested the custom function by using the "Execute" button and it is working fine in the matter. Is there a trick to get this to work or is there a better way I can accomplish what
Create a Task in the CRM
Hello, I'm trying to create new Tasks, and I'm running into a problem. I have simplified my code (C#) down to the following which I believe contains only the essential properties, which throws an exception on the UpsertRecords line: ZCRMRecord zohoTask = new ZCRMRecord("Tasks"); zohoTask.SetFieldValue("Subject", riskTaskModel.Subject); JObject recurring_pattern = new JObject(); recurring_pattern.Add("RRULE", "FREQ=NONE;"); zohoTask.SetFieldValue("Recurring_Activity", recurring_pattern); JObject
Introducing Vimeo, Insightly CRM, and 5 other Zoho Desk extensions
Zoho Marketplace releases Insightly CRM along with 6 other Extensions for Zoho Desk. Here's a list of new releases for March 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Shopify for Zoho Desk powered by Zoho Flow Easily
How to maintain steady cash flow during the COVID-19 crisis using Zoho Subscriptions
Dear customers, I hope this finds you and your loved ones in good health. We're all witnessing the effect that COVID-19 is having on businesses throughout the world. As consumers try to conserve their own resources, businesses can expect to receive more cancellation requests than usual. Here are some useful tips to help you be flexible and keep your customer base: 1. Communicate candidly and clearly with your customers: During this period, transparent communication with customers is a necessity.
imap.zoho.com and imappro.zoho.com down
Hello I cannot connect to imap.zoho.com and imappro.zoho.com for the past 12 hours I can connect to mail.zoho.com using my browser, but imap is not working Regards
Improve business workflows with new Zoho Sites extensions
Mailchimp, Zoho Ananlytics, and 7 more extensions released for Zoho Sites on Zoho Marketplace for March 2020. Get more from your Zoho products with extensions from Zoho Marketplace. Read on to learn more. Zoho Forms for Zoho Sites Create customized forms,
Can't Sign Up Zoho Mail
Hello, I tried to Sign Up for Zoho Mail with my domain name, At the sign up page, after filled up the form, when I hit the Sign Up button, the "Error Occured" was prompt. How can I sign Up ? Regards, Afiq
Template Editing
I want to edit the layout associated with my selected Product Details page. How can I determine which FACE files are associated with that page? Are their any tools available for identifying FACE files for page elements and for previewing changes to check they are as intended? Can I suggest that the help files include some documentation about changing templates and a recommended approach to take?
Spotlight #1 - Linking work items
Hello everyone, We are excited to launch our spotlight series. Well, before we get into the topic, I wish to give a short brief on the focus line of this series. Spotlight Spotlight carries a monthly update on a specific feature in Zoho Sprints. I will walk you through an in-depth analysis of a particular feature with an use case. At the end of each session, you can comment your queries or suggestions. We recently launched a feature and I hope you would have seen a new section under Settings
What's New In Zoho Analytics: Q1 '20
Hi there! It's not just the advanced intelligence that makes Zoho Analytics great—it's also the feedback we get from our users. Because of you, we're consistently working to turn your business needs into powerful new features in Analytics. In this context, we're happy to announce the launch of our new webinar series: What's New In Zoho Analytics. Join us to learn about all the new and exciting functionalities we've built into the platform in the last few months—functionalities that can further
Introducing RingCentral Video, WhatsApp Web, and 10 other Zoho CRM extensions
Zoho Marketplace releases RingCentral Video along with 11 other Extensions for Zoho CRM. Here's a list of new releases for March 2020. Get more from your Zoho products with extensions from Zoho Marketplace. WhatsApp Web for Zoho CRM Initiate WhatsApp
Anyone using Nosql as an alternative to an evergrowing list of modules?
I have an ongoing list of offerings I provide to my customers. Every time I have a new offer I have to create a form with fields unique to that offer, and am otherwise forced to create a module to store the data that relates to that form and offer. I am going to end up with hundreds of forms and modules. - I CAN live with many forms - I CANNOT live with a constant creation of new modules and deluge code to store all of the data What do I do? A friend suggested I save data in structured JSON documents
Zobot transferred chat doesn't notify the agent
We have integrated the Zobot and SalesIQ, the automated chat works fine but when the customer selects yes for "Want to connect with a human", the agents in the Zoho SalesIQ is not notified about the chat request. The agent have to keep monitoring the dashboard for the incoming chat. Is there a problem with Zobot and SalesIQ integration or we have to change any configuration?
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