Zoho Assist added to Chrome Web Store!
We are glad to announce that Zoho Assist has been added to Chrome Web Store. With Zoho Assist installed in your Chromebook, you can now view and control any desktop without installing any additional plugin or software. Zoho Assist is built with the latest HTML viewer technology, which enables it to be purely web based, easy to connect and hence it syncs smoothly with your cloud based Chromebook. Do install the app from here and let us know your feedback.
Share your expertise
Many organizations around the globe are allowing their employees to work from home, in order to contain the spread of the Coronavirus. If your employees are accustomed to working remotely, managing them would be easy. However, if remote working is new to your organization, your employees may find it a bit strange. So, it is essential to provide a comfortable working experience to your employees, while they work remotely. Share your insights on the best possible ways to keep remote employees engaged
Tip of the week 58: Crafting email newsletters during the time of crisis
In the past month or so, I've understandably received several coronavirus-related emails from the brands I use. Offering moral support to your customers, especially at unprecedented times like this, tells them you don't always mean business. I'm sure most of you are reading this saying, "Yes, I've done it already and will continue to do so. What's the takeaway for me here?" However, wait, I'm going to discuss how you could execute your email campaigns faster during this remote work period. Also, I'll
Tips and Tricks 07: How ShowTime's unique chat experience enhances real-time discussions.
Online discussion boards and chat applications are often used in traditional courses, hybrid sessions, and virtual classrooms. While traditional courses, and even some hybrid courses, generally have the benefit of in-class discussions, fully online courses often use the discussion board or chat functions as a means of class interaction, to give learners the opportunity to connect with each other and share ideas in an open forum. Zoho ShowTime offers various types of chat functions where all enrolled learners can
Leads - Word of the Day #2
Leads are the unqualified contacts or sales opportunities in your business. A lead can be a company or an individual who has expressed interest in a company’s product and/or service. In a CRM system, a lead is usually the starting point of a person’s record. They are the raw details gathered about individuals or representatives of organizations collected from websites, references, trade shows, seminars, advertisements, and other marketing campaigns. A lead goes through the follow-up process by sales
How to monitor all the contacts who have an email being sent by the contact and not replied back by internal agent
Hi , We have configured a related list for the emails on contact detail page. We want to have a list view on contacts which lists all the contacts for whom our company has received email from end customer (contact) and our internal rep has not responded back yet. Basically the last email on the emails list is being sent by contact and they are awaiting a reply from us. I dont see any option of writing a workflow on emails which allows me to change a field on its parent contact indicating an email
Calendar events have disappeared
Logging in this afternoon 18.00 CET to check my events calendar I note all the recorded events have been erased.
Google Ads Form Submits Not Showing in Zoho
This month, I'm showing 19 form submit conversions in a Google Ads display campaign. But if I look in Zoho, I can't find them. I tested the Zoho form and the submit flows in to the CRM but if I run a filter for leads this month, they are not there.
MX Record Not working
I am trying to add my MX records to set up mail delivery. I have cleared all other mx records. I added the first one just fine and I tried to add the second one but it wouldn't let me add it and it said: "Record already in use"..
All emails are tagged as spam eventhough spam detection is disabled
We are unable to receive any email as all emails are being detected as spam. I have disabled the Automatic Spam Detection and we still are not receiving any emails. I've had my colleagues cc me on the test email they send and it would seem that all is being blocked at the moment. it is not our email that is causing this email as the mail failure message shows the address of the zohodesk support email address. Below is the message from rejection email. i changed the address to redacted to protect
Deploying a template to employees
I created a Goals worksheet (screenshot below). From my computer, I can see the goal worksheet as i created it. All other employees, see something different. We all need to see the 1st screenshot. How can I do that? My View Employee's View
I keep getting error telling me to contact support when I add "Update module entry" action from Zoho CRM
I have reached out to Zoho in an email exactly one week ago without anyone taking a serious look at an issue that will not allow us to save two of our flows now. I have 2 large flows with many actions that always work great and run much of our automation. but for both of them, when I add "Update module entry" action from Zoho CRM to the end of my flow, I get an error and it won't let me save. I have the same action in a few different places on the same flows without issues. In one of my Flows, I
Multi-select Lookup through API
Hi, We have a problem accessing records from API for a LinkingModule : https://crm.zoho.com/crm/private/xml/LinkingModule1/getRecords?authtoken=XXXX&scope=crmapi&newFormat=2&selectColumns=All <?xml version="1.0" encoding="UTF-8" ?> <response uri="/crm/private/xml/LinkingModule1/getRecords"> <error> <code>4600</code> <message>Unable to process your request. Please verify whether you have entered proper method name,parameter and parameter values.</message> </error> </response>
What Wordpress plugins do you use for content locking and other enhancements? Zoho Marketing Hub, Zoho CRM
Just wondering what Wordpress plugins Zoho Marketing Hub, Zoho CRM and SalesIQ folks are using in their stack? We are B2B and just getting started on Zoho CRM Plus (and MarketingHub). I'm interested in getting them working together for lead gen. We're about to implement a Zobot for basic demo 'scheduling' and I am now looking at content locking for giving users access to previous webinars and ebooks. Currently we use Contact Form 7 which seems to play well with most things....however having to set
Customer Plugin
Hello Am I correct in thinking my customers can install the plugin as per screen shot and I then give them a session ID to access there computer. I have tried it a few times with no luck. They get a message to check the ID is correct.
Missing custom fields into api call - invoices
Hello, there, If I make a query in Subscription to get all open invoices, I get a list with the open invoices, but some of my user defined fields are missing in the delivery of the data. See Screendumps . If I call up the details of each open invoice, the missing user fields are also supplied. It looks to me like this is a bug in the API. Or is there a way to specify which additional fields you would like to receive in the reply? Request a list of 2 invoices: curl_setopt_array($curl, array( CURLOPT_URL
Account : Customize section quick data access
Hi, in account module i would like to customize the data in the section on the top of the page, as you can see bellow : I cannot find in the configuration of account module, is it possible to modify the date in this section ? Thanks in advance. Kind regards Delong
How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice
Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their
This Week in Zoho - CRM Zen Show Episode 87
Click Here for the full episode on YouTube. Zoho News Zoho Expense now integrates with Zoho Projects You can now view expenses along with the actual costs and compare it with the project budget. Zoho Forms adds PayPal Checkout as a new payment gateway From the announcement: “Unlike PayPal Standard, which redirects your customer to PayPal's payment page to execute transactions, PayPal Checkout lets them stay on your website throughout the payment process, offering a simpler checkout flow.“ Zoho Show
Using field value in text string
What I am trying to accomplish is, in a text field I have some string but then I want to concatenate a value that is in a field of the same record Let say I have a Lead and I open that Lead and within this Lead is a multi-line text field called Greetings. An in this Greeting text field I have the string "Hello my name is <FirstNameField>" where <FirstNameField> value is pulled from a different field of the same record like First_Name. Is this possible?
Auto Populate Fields based on a trigger
Hi All! Here is my question and I hope im not duplicating anyones efforts (I couldnt find an answer/solution). I want to see if its possible to autopopulate fields in the LEADS module based on a trigger/selection (could be checkbox). We have two sections: Project Information Billing Address Both have the following fields Address | City | State | Zip Code Sometimes these address can be the same or they can be different (primary residence or secondary residence) Is it possible to pull the information
Advanced Visual Editor
Customize various aspects of your website with our Advanced Visual Editor. This tool enables you to change the properties of elements throughout your website. Previously, modifications could only be made to elements individually using its associated tool box. Now, when modifying an element, the changes will be applied where ever that element is used throughout your website. Check out our Help Document and Blog to learn more.
Sorting lookup using script
Hi guys, I've applied a filter to a lookup field. Can someone help me with what script I need to add in order to sort Service User by Last name? input.Service_user:ui.add(People[Department == input.Department_Lookup.ID].ID.getAll()); Thanks! Lindsay
Desk Contact - single email - multiple accounts
Hi, We have this situation, and happens with a number of contacts. The same client is a Desk Contact on multiple accounts (with the same name and email), but I would like for Zoho to choose the correct company based on the product. In CRM, i have this: - Melvin Caruana - melvin.caruana@companyA.com - Company A - Product 1 - Melvin Caruana - melvin.caruana@companyA.com - Company B - Product 2 How can I set Desk so that a ticket for Product 1 is opened, the contact of Company A is selected, whilst
[WEBINAR] - Year End Accounting - Tips and Tricks ( Indian Edition)
Hello Everybody! I hope you all are doing well! The fiscal year is coming to an end for our Indian customers and we hope this year has been a successful one for your company. Year-end is one of the busiest times of the year as you need to fulfil all the financial obligations and close the books of accounts. To ensure this, your finance team has to take care of numerous tasks like customer statements, preparation of financial documents, bank reconciliation and much more. All this can be overwhelming
Linking bank transaction to project expense
Hello, Is there a way of adding a bank transaction to an expense within a project? It would save a lot of time if this was possible. Thanks
Calculating Age from Date of Birth in Zoho CRM
Namaskaram, Check this link to get a knowledge for Calculating Age from Date of Birth in Zoho CRM. Crafted with ❤️ Zoho Gurus | Zoho CRM Practice Team @Cubeyogi Zoho Authorised Partner | 8+ Yrs | 200+ Projects | 100+ Customers
Suggestion: On workflow failure have a fallback setting
There are always lots of issues with workflows not triggering for one reason or another. It would be great if there was a default error action option for failed workflows. EG: Send cliq message to admin with details whenever a workflow fails for whatever
Print out a report page ?
Hello, In Creator I build a page with multiple panel and reports. I'm asked to have a PDF version of it, or at least the information. How can I acheive this ? There is apparently no way to print this page. Thanks
New Features rolled out on Mar 30, 2020
All collaboration options now under a single menu The collaboration options Share this View, Make this View Public, Edit Shared Details, Email, Embed, URL/Permalink, Slideshow have all been grouped and listed inside the Share button for easy accessibility. You can now access all the collaboration options from the Share button. Click here to learn more. Mailing views with "Share Filter Criteria" to multiple users Mailing view(s) to multiple users after applying the "Share Filter Criteria" has now
Important Change Suggestions for Consumer Signing Transactions
We have sought UK legal advice on esignatures. Whilst they are valid, the key we are told is to demonstrate that terms and conditions have been brought to a customer's attention. This is very important in B2C transactions in UK law. The big problem with
Lead in ZohoCRM phone app, but NOT in desktop site.
Hi. I recently exported 526 records/leads into a csv file successfuly. However, I notice that when I go to my leads in the CRM desktop, they are not there! Also, I notice that those same exported leads that are not on my CRM desktop ARE in my CRM Phone app. I need them back in the online desktop site. How do I get them back? And why did the export take them out in the first place? Thank you!
Multiple owners for an Account
Hello, We have a project for the implementation of Zoho CRM in a small company. We have a mutlti department segmentation. It means that a customer (an account) can get several Account owners. The only (bad) solution seems to clone all accounts : Customer 1 / Account 1 - Account manager 1 Customer 1 / Account 1 - Account manager 2 Do you see a more efficient solution to handle that ? Maybe by using the Mother Company ? Mother Company --- Customer 1 / Account 1 - Account manager 1 --- Customer 1 /
Temporary downgrade to free
Hi, we need to downgrade from professional to free for a couple of months, will any information be lost when we to upgrade back to professional later on again or will the downgrade influence the data structure resulting in any data loss?
configuring permissions to roles
Hello Zoho People Team, I want to allow a role in zoho people to see data and other modules but would not like to allow this role to make any changes. can you guys tell me how to do it Regards, Reshma
How do I remove contact from mailing list based on CRM status?
I have a status dropdown field in my leads module with a selection labelled "Denied". Once I've set this field to denied, I want the contact to be removed from my mailing list. How do I do that?
[INVALID_REQUEST_METHOD] error when uploading an attachment with the REST API
One of my clients is experiencing an issue when trying to upload an attachment to one of his Deals. I was able to reproduce by uploading a simple text file to a Task object in the test account available to me. The error that we are encountering is the below: [INVALID_REQUEST_METHOD] The http request method type is not a valid one. What makes this confusing is that the documentation for the pertinent endpoint indicates that POST is the appropriate HTTP method for the request ("https://www.zoho.com/crm/developer/docs/api/upload-attachment.html"),
Can not find setup > channel > telephony in developer edition
Hi all, I have registered Zoho account and sign in https://developer.zoho.com/crm, but in setup > channel I dont see telephony, how to enable this setting? I want to test integrate phonebridge with our customer PBX Thank you,
Unable to access production environment
I'm using custom solutions, and just in the last hour I've been unable to access Production. I have customers in there so is mission critical for my business. I have tried 2 different prod environments and 2 different browsers. Is anyone else have issues? Does anyone know where I can look to find the 'health' status of the environment in general so I can check without bothering technical support.
Send Multiple Quotes in one E-Mail without exporting PDF
Hey, as we do offer several packages, we normally have 2-5 Quotes per Deal. Currently we export all but one via PDF and attach them manually to the generated E-Mail. Is it possible to send all quotes from one deal automated in one E-Mail?
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