Creating a sales process
I currently have a sales process that I run inside Zoho which sends a series of emails to a lead, changing a few fields as it goes, and then terminates. I would call this a Campaign as I regularly add inputs, however, the built-in Zoho Campaigns cannot do this, nor, it appears, does the add-on Campaigns. I use Macros to make this work. The process I've setup is not ideal. The biggest problems are: 1. Zoho does not allow me to "Close a task" programmatically 2. Zoho does not let me setup the events
Marketer's Space - List-based Reports - Comparison Report
Hello Marketers, In yesterday's post, we learned about analyzing the performance of the campaigns sent to a mailing list throughout a year using the Yearly Report. In today's post, we will learn how to compare the performance of campaigns sent to a particular mailing list across years. The Comparison Report is a type of list-based report that helps you analyze how your campaigns have performed across years by either comparing the performance across two years or by comparing your campaign's
Create a distinguished system notification for replies to closed tickets
We do receive system notifications when an open ticket is modified, replied to or touched upon in some other way. After the latest update the system reaction has changed to not re-opening closed tickets for replies to them. We require a distinguished system notification for such circumstances which should be able to be set as both a "Team" and an "Agent" notification. The current email and sms notification settings are not sufficient to warn the agents about these events. Agents may not read or focus
Zoho crm custom fields
I have a standard account of Zoho CRM. But I am not able to see the sub-form and file-upload fields. Is it possible in this plan, if not then please suggest another one?
Zoho Campaigns is on Instagram, let's stay connected
Hey! Good day, everyone! Communication —The human connection is the key to personal and organization growth. It is also one of the main factors that impact our email marketing performance. However, when such times of global emergency creeps in, a big communication barrier stands up and reduces our connectivity and in turn our productivity. But, do not let any hurdle take away the best of you since every barrier comes up with a solution. So, the best solution for all of us to stay well-connected,
Error: getaddrinfo ENOTFOUND workspace-zoho.csez.zohocorpin.com (NodeJS SDK)
Hello community, I'm currently working on a website development using NodeJS SDK and i'm encountering an annoying issue. I am just trying to request my Zoho CRM datas with a simple get all users request (it doesn't work with modules etc either by the way). Here is my configuration : The initialization and my request : Here is the error i have from the response of the request (on the console.log(response) ) : I tried several things like configuration and kind of request changes but always the same
CRMのレコード数上限
CRMのレコード数、プロフェッショナルとエンタープライズは無制限と思っていたのですが、今確認したところ、制限がかかっていました。 https://www.zoho.com/jp/crm/comparison.html これ、いつ頃変更になったのでしょうか？
Do we have choice for Zoho's server location?
Do we have choice for Zoho's server location? Can I choose India's location specifically for Zoho server?
Maintaining data like Excel Vlookup
Hi All, Im trying to do something in creator that is very easy in Excel but not sure if I will be able to recreate the functionality. I have a report which stores lots of different values against a unique product number. One of the fields is 'language code' which is a number and the other is 'language', a multiselect with a list of languages. The languages assigned to a given language code can change so my plan was to have a master report with just these two columns so that if i change the language
Weird behavior of Desk portal community tab in mobile view
Namaskaram Desk team, we have facing something weird in the mobile view of portal ( Help Center ) , we doesn't enabled the Community access for our portal. In the Desktop view its working properly. But in the Mobile view 'Community' tab is shown. Because Community is not enabled for this portal, it's a potential security issue. When clicking that tab, an error message is shown. Desktop View Mobile View Error Message Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised
It's it possible to import data from Lever
We're currently using Lever, and trying to migrate to a new service. Is it possible to import our candidates and jobs from Lever to Zoho? Thanks.
UI Issue in Zoho CRM - Scrollbar
Namaskaram Zoho CRM team, In Zoho CRM functions, functions with 'Related List' category is shown in below image. Only one function available in that. So, there is no need for scroll bars. Now, Changing the Category to 'All' using category dropdown. That is shown in below figure. Then we scroll down in the functions list. That is shown in following image. Now, if we changing back the category to 'Relative list', the scroll bar is still being as previous. Because of this the function has been
Custom Invoice Template renders correctly on-screen but incorrectly renders in PDF
Hello. I customized my layout in Zoho Books. The following is an example of how it appears: And this is how the invoice appears when rendered as a PDF: A table is being used for the address, and phone numbers. Also, I originally posted this in the Commerce
Zoho Desk / Zoho Subscriptions Integration
Please confirm that the integration between Zoho Desk and Zoho Subscriptions is merely informational - that it provides Zoho Desk Agents subscriptions information WITHOUT any ability to change any data in zoho subscriptions. Is that correct?
Insight into customer portal activity
It would be helpful to gain insight into how our users are accessing the customer portal and how often. On a basic level I would like to see by contact the last login date. Otherwise, I have no idea if my users are even able to log on unless they send me an email or give me a call.
Desk API List all contacts returns less fields than contact find
Hi, I've noticed a problem with using GET /api/v1/contacts method. It does not return many important fields, like custom fields, address fields or social url fields - comparing to GET /api/v1/contacts/{contact_id}. For now the only solution what I see is to fetch contacts ids from the list response and then to do to single contacts fetch. This is very unefficient way (specially that users have rate limit on their accounts). Is there an option to request improvements to the list method (to return
Customizations to the Invoice Layout in Zoho Books are not translating to Commerce correctly
Hello. Spent some time customizing my layout in Zoho Books yesterday. The following is an example of how it appears: And this is how the invoice appears from the Orders area in Commerce: Do I need to revert to the default template for the time being? Thanks, Bryan
Question/Request: Can you set a max. stock limit to be maintained in an integrated sales channel (Etsy?)
Hey all, Thank you for your help and advice. I would like to know if there is a capacity to Zoho Inventory to deal with the following situation: I have a listing on Etsy that I would like maintained at a certain threshold - for example 20 units, even though I may have 100 units in my warehouse. In an ideal situation, when 1 unit is purchased by a customer, I would like the system to update my warehouse stock to 99 units, and sync to maintain the 20 unit threshold on Etsy. Is this a function that
A problem with Google Analytics Integration
Hi there, I am trying to integrate Google Analytics to my Zoho Creator application but unfortunately faced a problem I just can't find the solution. Hopefully I am wrong and you know the answer! :) My challenge is the access_token -code that I can't catch automatically from the URL to variable. I know that this would be possible by having a field access_token code on the form and then with input.access_token saving it to the variable when loading the form. According to my tests this needs however
Not Receiving Emails, some outbound emails not sending or lengthy delays
As of today 3/12/20 I have not received any incoming emails, and am having difficulty sending outbound emails (particularly to gmail accounts). I know customers have been sending me emails as I've spoken to them on the phone. Help please. User ID : 636543180
Emails Not REceived
Hi All, hope everyone's doing good. Recently subscribed for Zoho mail and yesterday my coleage sent some emails and I have not yet received them. Can any one help me with some more details on how and why this happens and how to start receiving all the emails. NOTE: I checked my spam folder, I logged in web mail and I guess this should be the place I can expect something. Looking forward to some assistance.
Desktop Notifications for Zoho CRM SalesSignals/Email Insights
Does anyone know if there is a way to enable browser-based desktop notifications (e.g. chrome browser desktop notifications) for Zoho CRM? I'm particularly interested in notifications for the SalesSignals/Email Insights. I see the in-app alerts in the top righthand nav-bar of Zoho CRM, where it will show all SalesSignals/Email Insights (email opens, clicks, etc.), but desktop notifications seem to be missing. Desktop notifications are a vital feature for our team does not live and breath in CRM every
ipad app shows outdated info
I deleted the sample data that came installed with CRM. I deleted it via the desktop browser. Unfortunately, the ios app still shows the old sample data. Why does it not update?
Reorganizing the Tags in the new CRM layout
Hi all, I was wondering if anyone knows how to go about bringing the 'Customer tags' to the top of the page, rather than being located at the bottom left of the menu?
Embeddable Search Function
Is there a way to embed the search function to a website so that only specific fields in the original form would be visible? Say for instance you have five fields in your form that you choose to all have appear in the view (or report) for that form: Given Name Middle Name Family Name Email Address Mobile or Telephone NumberNow, as far as I'm aware, if I were to embed the view on a website, then third parties who have access to the website will be able to see all the records (say 150 records) entered
What's New this February 2020 in Zoho Invoice?
Hello, everyone! We are here to inform you about the first set of updates to Zoho Invoice this year. Check out what our team has put forth for the month of February. Create related lists to fetch data At times, you might want to access data from other Zoho Invoice modules or other third-party services. You can now retrieve this data by creating a related list, where a deluge script will fetch the required data. The respective module's details page will then display this data. To create a related
General Zoho question
Forgive my ignorance as I am new to Zoho. I want to find out if Zoho can fulfill my use case for my business. 1. I am looking for a CRM that has a robust mobile app. 2. I want to be able to call a lead via the mobile app and after qualifying them send them one or more templated emails via the app. 3. I want to be auto-reminded to follow up with the lead 4. I want to add the lead to one or more email drip campaigns. (That they have opted into) Other nice to have's A. Adding the lead to a text drip
Attach an image to Zoho CRM Lead?
Is there a way to attach an image to a CRM Lead that is stored on the cloud? for example picasa web or evernote?
Live Webinar: Create, present, and share ideas anytime, anywhere with Zoho Show
Conveying the right message to consumers is the most critical aspect in any industry. This is achieved either through Sales and Marketing or through presentations. An effective presentation should reach the audience in an impressive manner. Good presentations indicate good interaction within the organisation. It reflects the organisation’s standards and the scope for selling a product or an idea. In addition, properly structured presentations can significantly boost your interactions with customers.
Automatic replies
Hi, I need to be able to set up an automatic reply permanently on my email account so that customers know their email has been received. I also need to ensure that the automatic reply gets sent out for every email received even if it is in the same discussion thread. How would I do this? Best Wishes Emma How do I
Marketer's Space - List-based Reports - Yearly Report
In the previous post, we learned about identifying campaigns that received the best response from the contacts in a mailing list using the Top Five Campaigns report. In today's post, let's learn about analyzing the performance of the campaigns sent to a mailing list throughout the year. Yearly Report is a type of list-based report that sheds light on the performance of campaigns sent to a mailing list throughout the year. The data for the year you select will be displayed in the following ways:
Users are experiencing a problem with the Unattended Access services in Zoho Assist
Some users are seeing a problem with connecting to Unattended Computers even though they are online. We are aware of the issue and are working on it urgently. The Remote Support services are up and accessible all across the globe, while we have an intermittent network issue with our primary Service Provider for Unattended Access. Due to this intermittent connection, some users may not be able to use the Unattended Access services. We have our tier 3 team and network team working with the Service
Coloring modules for personalizing Zoho CRM's UI
Hi Zoho Team, I understand that we can have theme colors setup in Zoho CRM. There are certain threads too on coloring the filed based on the selected values, and differentiating tasks/events based on their respective category's color. However, what about giving flexibility of coloring each module with different color? I could not previously see this posted in the community. Can this also be considered as a request? Regards Muhammad Usman Khan, Dubai, UAE
How to export all the hierarchical project elements (project, milestones, tasklists, tasks)?
I am trying to export an overview in excel, with all hierarchical elements of a project. I managed to export a list of milestones, and also a list of tasks. But the tasks were just in a continuous list, without the assignment to a task list or milestone. Is there a way to export all the hierarchy? When googling, I saw that I should export from the project view, but that view does not give me the option export, just import... If this does not work, Zoho may not be the right choice for me. Thank you
Why Can I Not Integrate Marketing Hub with Zoho CRM in my ZohoONE Account
I have ticket open at the moment because the Zoho One system is saying I cannot connect Marketing Hub with Zoho CRM because I am already configured to Campaigns but I am waiting to hear what can be done - I have verifed my domain in Marketing Hub but Campaigns is saying it cannot verify because its already verified with another Zoho App. I am confused about the difference of Marketing Hub App and Campaigns App as they are both included in ZohoONE but they don't talk to each other from what I see.
I can not access my email
When I try to open my zoho email at work it gets stuck on the loading screen and stops there. At home I'm able to access it with no trouble. I've tryed to debug the problem and found that the browser is not able to load a "zmetry.....js" java script. I've tryed different browsers (Chrome, Firefox, Edge and even Internet Explorer!), but still I can't see my email. Anybody knows what is happening? Regards
New in WorkDrive: Streamline information across all your business apps with the WorkDrive and Zapier integration
Bridge the gap between your organization's data and business apps with our WorkDrive and Zapier integration. Connect WorkDrive with the apps you use every day and help your teams stay ahead. Save time by creating custom workflows to automate repetitive tasks using Zaps. What are Zaps? Zaps are workflows that link two or more apps together. Zap consists of two parts, a trigger and an action. A trigger is an event in an app that starts the Zap and the action is what the Zap does in response to the
#1 Tip of the week: Scheduling automated, date-based actions
Hello everyone, To facilitate quick learning in our forums right here, we are bringing expert tips and best practices your way, so you can make the best use of Zoho People. Watch out the 'Quick Learning Series' space, every Thursday for a useful tip or a quick fact featuring Zoho People. Here's the first tip of the series! #1 Tip of the week: Scheduling automated, date-based actions Did you know? You can set mail-alerts or complete any automated action based on a particular date. For example,
How to show accounts with no entry in CustomModule?
So we have a CustomModule2 which is related to Accounts (There is a Lookup with Account in the Custom Module) Now i need to have all Accounts listed without a link between these Modules. Is that possible?
Merge CRM details into quotation or customer offer
Hi I am trying to find the best solution to populate a prewritten template with customer details from CRM to word or other, and then link that to the customer record. Can I please ask for a suggestion on whats the best way, either internal to Zoho, OR a paid app. Thanks Michael
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