Several feature requests: including Complete Offline Payment Processing in Bookings
Hi, We are a zoho partner trying to develop zoho one as a solution for allied health businesses. Until bookings incorporates more functionality it isn't a workable replacement to current practice management systems. We are interested in the following features being added for Zoho Bookings (all are a priority and in no particular order): 1. A visual representation of weeks, similar to current day view - see attached competitors example. (This allows for quick visual understanding of gaps in days that
Errores en Z. Desk
Buenas, Esperamos que este cambio en nuestras vidas pase rápido y todos podamos volver a la normalidad. Ante el escenario de confinamiento, estamos mirando muchas cosas que no nos estan cuadrando de Zoho, y buscando soluciones. Uno de los errores lo veíamos en Zoho Desk, ya que teniamos clientes que para cada "respuesta" nos abren un ticket, y no entendiamos porque. Revisando las tripas de DESK, hemos visto que al contestar nosotros al cliente se le envía la respuesta y ya está, como si fuese una
My Zoho Assist page just keep loading.
Hello, My Zoho Assist page just keep loading, and if I click on "Start Now", It shows the following message: This page isn’t working If the problem continues, contact the site owner. HTTP ERROR 400 I made some tests like try to connect in another site, reboot the PC e some others troubleshootings. I really have to use Zoho to access machines of my company that are in another countries, so it would be great if you guys can help me.
#2 Tip of the week: Assigning specific roles
Did you know? Apart from general roles in Zoho People, you can assign an additional responsibility or a specific role to users in Zoho People. You can also configure an additional set of access permissions for the role. For instance, an employee who is in the general role-'Manager' may need to handle an additional role-'Finance Manager'. With Specific Roles in Zoho People, the employee can have permission to access the finance-related forms in Zoho People, additionally. The permissions can be set
Zoho WebForm Spam
Lets face it, the Captcha feature does not eliminate all spam. I would like to put in a request to beef up the Zoho WebForm featue to eliminate the Captcha because it is an out of date and Bots still get around it. What kind of client wants to fill out a Captcha? its just an unwanted step that turns away prospective clients. The "I am not a Robot" would help but is not the best solution Maybe the developers can come up with an idea of how to fool bots -- If anyone fills in a hidden field that is
App Spotlight: Plecto for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. Plecto for Zoho CRM Plecto is a KPI visualization tool that helps your company view real-time business KPIs on customized dashboards while getting your employees involved with your performance. Using this extension, you can visualize your Zoho CRM data on a Plecto dashboard in real time and get a complete overview of your most important sales activities, KPIs, and business metrics.
App Spotlight: CloudTalk for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore them all. CloudTalk for Zoho CRM CloudTalk’s native integration for Zoho CRM lets you handle phone conversations in a modern way. Get international numbers from 70+ countries and start calling leads directly from your Zoho CRM dashboard with click-to-call, activity tracking, and contact matching. Get the app here Business needs A phone solution that provides high-quality calls all around
Tune in to Zoho Sign's upcoming webinar on use cases for HR and temporary workforce management
Hola, At Zoho Workerly, we like to reduce manual work and help businesses run digitally. Our e-sign integration with Zoho Sign is a step toward this goal. As a temp staffing agent, why do you need e-sign? With Zoho Sign integrated to your Workerly account, you can send appointment documents, offers, or other compliance documents to temps. You can also send any necessary documents to clients, and they can approve by signing digitally. This not only saves time but also keeps the process simple and
Blueprint overview
Hey, I'm working on some changes to our [CRM] Blueprint. Is there an option to print or export (PDF, PNG, other) a blueprint to get a full overview?
zoho intergration
how we can integrate zoho crm with wordpress. kindly suggest plugins?
Invitation Messages
Hi I am setting up Zoho Connect for a chamber of commerce and when inviting members the message looks jarbled and incoherent. ???connect.tpl.dear.fullname??? ???connect.tpl.invitedorg??? ???connect.tpl.invite.accept??? ???connect.tpl.youmaysignin??? ???connect.tpl.invite.accepturlmsg??? https://accounts.zoho.com.au/accounts/i/a?servicename=ZohoPulse&digest=AI-ht1e9DOz5BOeLklhIjZLa6Fmm What is going wrong with this? Why isnt it pikcing up the requried information?
Spotlight Series 05: Spotlight on ShowTime's Organization Dashboard
Analytics can play a vital role in the online education industry by giving organizations and institutes the data they need to make informed decisions. Analyzing training performance and operational data helps identify specific patterns and trends so you can make any necessary adjustments to the path and goals of your training organization. In this spotlight post, we will be highlighting ShowTime's Organization Dashboard where we give detailed analytics on the overall performance of your training
Upload File to File Upload Field with Zoho Java SDK
Hi, I was wondering if it is possible to upload a File to a file upload field in a custom module using the Zoho Java SDK. I am able to upload a file as an attachment like this: ZCRMRecord record = ZCRMRecord.getInstance(...); APIResponse responseIn = record.uploadAttachment(pathToFile); This works fine, but it would be nice if I could upload the file directly to the file upload field instead of uploading it as an attachment. Is this possible and if so how? Thanks
Search Multiple Tags at once?
Hi, Is it possible to search for more than one tag at once in Zoho Desk Knowledge Base? For example, you can see in the screenshot below i'm in the Tags search screen. You can currently either click on one of the popular tags below the search box or you can type it in the search box. As far as i can see, you can only search for one tag at a time. We'd like to search multiple tags at once to narrow down the search. So in the image below, the first two popular tags listed are 'zoho' and 'ptp'. I'd
Zoho Webhook
Hi I have a task that requires me when a record is added to Zoho crm I would need to update a record in Pipedrive. Pipedrive will allow api calls that I can use Zoho webhooks to call. The problem is that I need to do 2 webhook api calls. The first is to find the user id (by calling pipedrives getuser method) then retrieve the user id and pass that to the second webhook call and call the pipedrive updateperson api. Can this be done? I cannot figure out how to retrieve a value from a webhook call
Email from ZOHO to OFFICE365 Failed
I am zoho mail admin of a organization. most of email accounts having trouble in sending emails to office365. They are getting server busy error in response as shown in screenshot. Sometimes after retries its send email successfully. Anyone can help!!!!! ??
Unable to send mail via mail client
Using Mac Mail on OS X (10.10.3) Been having issues with both checking and sending email for a few days. Have deleted and re-added the account, verified username and password are both correct, as are SMTP settings. I can log in and send via the web interface. The server is reporting this error when using the mail client.. The server response: -ERR USER NOT AUTHENTICATED Please advise
Adding contacts to ZOho Campaigns
Hi, I would like to be able to add more than 100 contacts at a time to Zoho Campaigns in Zoho CRM. Currently only 100 contacts show up at a time in search. Is there a way to add all results?
moving files in a directory using an external link sharing
Hi all, With Zohodocs, I used external link sharing to share my documents with my accountant. She was able to access the files and then move them to a subdirectory. It seems that we are no longer able to do it with Workdrive even if we use modify access rights. (tried in Chrome & Safari) thanks for you help.
Portal management made easy! Assist your clients and vendors better
Starting today, you can manage all your portal users—both clients and vendors—from one place. This update lets you invite and give access to portal users and get your work done fast. Last year, as part of Zoho Recruit's 10-year anniversary, we released a bunch of features including the Client and Vendor portals. And as promised, we've improved the portal experience to facilitate better communication between you and your external users. Here's a short video to take you through the feature flow.
What's new on Zoho Marketplace for Zoho Desk in February 2020
Zoho Marketplace houses over 900+ extensions to help Zoho users improve and enhance the functionality of the Zoho products they use. Here's a list of the extensions for Zoho Desk released in February 2020. Google My Business integration for Zoho Desk
Zoho PhoneBridge Asterisk 13.22
Configurei o PhoneBridge com o asterisco 13 e o Zoho CRM e posso iniciar com êxito um clique para discar. No entanto, o CRM não 'vê' quando a chamada é atendida e permanece em um estado perpétuo de 'chamada' com um botão 'CANCELAR' disponível. revisando os logs para obter informações que eles não precisam arquivar, uma conclusão que chego é que temos alguns problemas de compatibilidade revise os arquivos de log, o nome do arquivo é ztilog.txt.0 O que mais me impressionou nessas linhas: AVISO: Não
Zoho books cannot print invoices from Chrome
Zoho books cannot print invoices from Chrome. When trying to print an invoice the window defaults to a PDF blank sheet with a PRINT button and a CANCEL button in the upper right hand corner. The center of the page has a PDF image 1536148000000918001 and an open button that saves the document to the hard drive. PRINT button doesn't work, but the CANCEL button does. Everything works fine on other browsers. Mac OS 10.15.3
Zoho Desk and Azure SSO issues with access to aad Graph
I have a trail of ZOHO Desk Enterprise as we're trying to figure out if this will work as a replacement for our helpdesk software. I am following this walk-through https://help.zoho.com/portal/en/kb/articles/setting-up-saml-single-signon-for-help-center#Microsoft_Azure_AD Some of the documentation seems old and doesn't seem to match current azure settings. Here's where I'm at. When I try to sign in we get this error: AADSTS650056: Misconfigured application. This could be due to one of the following:
how can i sum all list item
How can I get the sum off all item in a list?
Ticket Status Lifecycle Extension Error
This extension is not being loaded since a few days. I've waited for it to be sorted out by Zoho. Could you please check this issue.
Zoho CRMの詳細画面に表示される「新バージョンに切り替える」について
数日前から、Zoho CRMの各タブの詳細画面（個々のレコードを開いた画面）で、 右上に「新バージョンに切り替える」というバナーが表示されるようになりました。 クリックすると、画面のデザインが変わるようです。 こちらは、ユーザひとりひとりが、任意でバージョンの切り替えをすればよいものでしょうか？ （弊社環境で確認したところ、管理者が新バージョンに切り替えても、他のユーザの画面には影響しなかったため、 各々が使いやすい画面を選んで切り替えをすればよいものなのかな？と捉えております） また、今回の新バージョンはあくまでも見た目のデザインが変わる、という変更でよろしいでしょうか？ 以前、各タブのレイアウトをもっと自由に変更できるようになる予定というお話を聞きました。 （たとえば、カラムを増やしたり、色を変更したり） 設定画面のタブのレイアウトには現在のところ変更がなかったので、今回のアップデートは おそらく別のものなのだと思っておりますが、社内にアップデート情報を連絡するにあたり、 どのような位置づけのものかを把握しておきたく、ご教示いただけますと幸いです。 なお、Zohoの各サービスは気が付くといろいろ変わっていることが多いですが、
Name of sender
when i send an email, the reciver see my personal name first instead of my company's name, how can i fix that?
Set Time Zone for a Meeting in another country
Hi, I'm having trouble seting a different Time Zone for meeting we are having (or scheduling) in another country. For example, I'm from Argentina, but next week we will travel to the US and we are scheduling meetings with a different GMT. When we add a new event, the CRM doesn't let us choose the GMT. Can you fix this issue during the next days?? Its REALLY important for us... Thanks Juan
Exclude Specific Folders from Sync
Is there a way to exclude certain folders from sync? I know I can choose specific folders for syncing, but what I would like is to sync everything except folders with a certain name. Something similar to "git-ignore" for those familiar with it.
Zoho Mail UI looks outdated
Compared to other email hosting, Zoho mail looks very outdated. You guys should Update the UI and make it simpler and minimal.
refreshToken is blank
When running the following, I get a response and the zcrm_oauthtokens.txt file is saved, but both only have an access token but the refresh token is blank. $configuration = [ "client_id" => $client_id, "client_secret" => $client_secret, "redirect_uri" => $redirect_uri, "currentUserEmail" => $currentUserEmail, "token_persistence_path" => $token_persistence_path ]; ZCRMRestClient::initialize($configuration); try { $oAuthClient = \zcrmsdk\oauth\ZohoOAuth::getClientInstance();
Error with newrecord/oldrecord and On Delete On Success deluge.
I have a report that is an executive summary of the maintenance we perform on our vehicles. It shows the last completed record of several types of services. I have the code below in the on success of create and edit and it works as intended. I also want it in the on success of Delete and it works fine until all records are deleted and I get hit with the error message in the attached screenshot. Can anyone provide a answer on how to avoid that error? for each oldRecord in Maintenance_History_Form[Unit_Number
Grant Access to 1 machine for 2 users
We have an issue where 2 ZoHo Assist users need access to the same PC for a duration of time. (One user is training the other and both will need access to the one PC) In installing the free version, it wouldn't allow 2 users to have access to the same PC. Is there a way around that? I had to say it was OK for the installer to replace to prior person's email/account for the new person. Thank you
Email notifications based on timezone
We manage our CRM for our global sales team out of the United States, but that means 'office hours' for automation do not work for our global sales team. We have notifications setup so that 15 minutes after a lead comes in from the website an automated response is sent as though it was from their sales rep. But if they send an email outside of normal business hours then that response appears we are in the office when we are not. Does anyone have a creative way of accomplishing these global email
Remove an autofill pop-up?
Is there a way to delete one of the suggestions / autofill of previous entry from the text field drop down? Example: I typed "Valley Center / Escondido" once - I don't want it to pop up as a previous entry so that only "Valley Center" fills the field as I start typing. I don't want to delete all of them, just the ones I may have used on accident. Not sure if this makes sense... I tried using my web browser settings, but I can't do it (on my iMac) like I used to be able to on a Windows PC and from
How to open a contact for editing from a campaign report?
Isn't there a way to open a contact from a campaign report to edit it? I see a list of those who engaged and spotted a typo in one's name. A logical way would be to click that name to edit it but there is nothing I can find other than leaving the campaign, going to contacts, and searching for that same contact.
Custom fields multi select
I used custom multi select field in Products module of zoho CRM. I want add more value when creating new product. How I do this?
Flowchart showing changes over time (day/week/month/year/custom) to see to which state my potentials went
Cheers People, I added the options on the data source (Zoho CRM) to import the stage history and now i have a new table with this information. This table does not have the name of the connected deals (Potentials) in it?! What i want to check with this report: Show me where my potentials went and when. Example: last week we had 150 deals in stage x and on the next week we have 155 deals in stage x. Now i want to know how many deals went away from this stage (x) and to which state (y, z). And of course
Button to Convert all info from contacts to deals (including attachments)
I am trying to create a button in contacts to convert everything to deals. This way everything can be converted back and forth as needed. The function is below but it seems to not quite work: continfo = zoho.crm.getRecordById("Contacts",contId.toString()); mp = Map(); mp.put("Last_Name",continfo.get("Last_Name")); mp.put("First_Name",ifnull(continfo.get("First_Name"),"")); mp.put("Lead_Source",ifnull(continfo.get("Lead_Source"),"")); mp.put("Description",ifnull(continfo.get("Description"),"")); mp.put("Email",ifnull(continfo.get("Email"),""));
Next Page