I have a daily sync setup. Can I initiate this same sync ad-hoc (Off schedule)
I have a daily sync setup to run at 1am, each day. Is there a way for me to manually initiate a sync to happen without waiting until 1am next morning? I would love to hear how I can do this. Please help.
Exporting Contacts
Is there a way to export all contact from the CRM into an spread sheet (excel file) and download it onto the computer
What are the limitation to people on the project that are NOT a register users?
We have been using 5pm as our project manager for years. Since we added CRM Plus we are concidering moving our project management to ZOHO projects. Is there a limit to the involvement of non registered users of ZOHO. We a majority of our projects and tasks that require outside collaboration with customers and vendors. What can they do and not do in Projects?
What's new on Zoho Marketplace for February 2020
Zoho Marketplace houses over 900+ extensions to help you improve and enhance the functionality of your Zoho products. Here's a list of the extensions released in February 2020. Clickatell SMS for Zoho CRM Connect with your customers around the world using
Help with Workflow Rule - field update - Created.date + 30 days
Hi, I have a custom field on Leads named "EndSubscriptionDate" I need that EndSubscriptionDate value will be lead's creation date + 30 days. I've tried to create a Workflow Rule https://prnt.sc/rdokqn In this field update I want that the value will be Created.date + 30 days. https://prnt.sc/rdokzl Please help Yair
Save your search criteria in Zoho Workerly
Hola! Zoho Workerly gives you a complete view of all your temps, clients, and jobs—all in one place. Our recent Roster View release made it easier to schedule your temps. Our smart algorithm shows you all available temps on a dashboard, helping you to choose the best person to complete your job within the given time frame. Our advanced search is criteria based. It allows you further filter temps using customizable criteria. With this feature in mind, we are delighted to announce the Save Search Criteria
Import Email from GoDaddy
I am new to Zoho mail and would like to import my old emails to Zoho from GoDaddy (and also from Yahoo Mail, but GoDaddy is the important one). Any tips? I see the "help" page re: Importing/Exporting emails, but it assumes I know how to get my emails into an .EML or .ZIP file.
Zoho Desk and Jira integration not working
Good evening. My name is William and I'm a Support Manager at my company, where we use Zoho Desk integrated with Atlassian's Jira. Everything was working perfectly fine until earlier today - my agents could open Issues on Jira from Tickets on Zoho Desk normally but now we're seeing the message: "Something went awry in the Issue's property fields. Please recheck and try again." as in the printscreen attached. I have made no changes in Jira (and we use a Server Version, therefore it will only update
Pivot Chart not Showing Form Fields
I have Table Called Material Used. There is Date_Created Field Which is not able available While Creating Pivot Chart Report. I need to created Weekly Material used report But this Field is not Available in Column Section
Zoho Vault Usability and UI
I just wanted to say that the Zoho Vault UI/UX is terrible and needs a complete redesign. The issues we have are: No one can figure out how to use it properly. You have to jump all around to do simple things Organizing secrets by chamber is a hassle because it's slow and unintuitive. There's 3 ways to get to any secret, and they all are slow and confusing. Compare the UI of Zoho Vault to any other password manager, and every other one has a simpler more intuitive interface. I like the feature set
Question about Javascript variable
Hi, I'm new to Javascript so wondering if you can validate that this could work properly. On an A/B test page variation, i need to include a link where the href is dynamic replaced, depending on the page visited. I intend to ask the developer to add a
Check out Episode 84 of the CRM Zen Show - Be sure to subscribe to never miss an episode
Here is what happened in the world of Zoho last week, as discussed on Episode 84 of the weekly podcast, The CRM Zen Show. Click Here To Register For Our Upcoming Webinar: Zoho CRM Overview & Best Practices, March 24, 2020, at 10 AM PT. Click Here To Subscribe To Our YouTube Channel Zoho News Zoho Cancels Zoholics Due to COVID-19 Fears We are really going to miss the event as we look forward to this all year. Zoho will be issuing refunds to all ticket holders shortly. We will post the details on our
Associate a Zoho Form entry to a CRM contact
Hello, i am having trouble with having Zoho Form submissions associate with CRM contacts. I currently have a custom module built in CRM called contracts. I then have a contract form built in Zoho Forms that integrates with the fields in the Contract Module in CRM. What i wish to do is have a way to have the contract Form show up as a related list of a specific contact. So if "John Smith" submits a contract form, it will show up in "John Smith's" CRM profile as a related list. I used the "Zoho
AA101:Oops! Something went wrong. Try again later
Hello, I am facing same issue too. I am trying to add new email id r****h@e*******s.com but getting 'AA101:Oops! Something went wrong. Try again later' I followed the steps provided in https://help.zoho.com/portal/community/topic/cant-create-an-email-id-aa101-oops-something-went-wrong-try-again-later. I am getting email in catchall id from r****h@e*******s.com. It allowed me to reset password too but I did not get user in list to invite. I want to create 15 such emails in my account, Kindly help
Marketer's Space - List-based Reports
Hello Marketers, We know that conceptualizing email campaigns is part and parcel of your routine. However, as the number of campaigns you send increases every day, you will certainly need techniques to monitor how your contacts react to them. In this series of post, we will be learning techniques to: Identify active and inactive contacts in a mailing list Examine campaigns that have received the maximum response Analyze the performance of campaigns you have sent throughout the year Understand
Free webinar: Zoho Sign use cases in HR and temporary workforce management
Hello, At Zoho, our goal is to build a comprehensive and tightly integrated suite of business apps that serve as an operating system to assist growth and digitization. We presently offer 45+ customizable apps across major business categories, providing a digital backbone that suits organizations' perpetually expanding list of operational needs. Zoho Sign, our digital signature app, was launched to help businesses securely sign, send, and manage legally-binding business documents from anywhere. Zoho
Form submission redirect not working
I'm using an embedded iframe contact form on my website, and even though I have it set up to redirect to a new page on my website, that is not happening. Clicking SUBMIT on my form simply wipes the form data. I AM receiving the form submission, but on the user end it looks like it didn't go through. How do I fix this?
Remote Assist Button ReMapping
We use Connectwise Control (Screen Connect) and would ideally love to use that "Remote Assist" button integrated into the Zoho Desk ticket to send an invite from our program. Anyone ever remap this button to use their own program? A quick search revealed Zoho support suggesting the user build a marketplace app, but nothing else was found. I am not looking to market this commercially, however if the dev cost/effort on my end is minimal I would be happy to share it with the public. Thanks!
CRM: Data Enrichment - values for Industry?
I am using Data Enrichment in CRM to bring in data. I want to be sure that my 'Industry Type' field has the proper values in CRM so that that data point can be brought in. Does anyone know the list of values for Industry Type, or where Zoho pulls this data from?
App Spotlight: Commercient ExactOnline for Zoho CRM
App Spotlight brings you hand-picked apps to enhance the power of Zoho. Visit Zoho Marketplace to explore all apps. Commercient ExactOnline for Zoho CRM Connect your Exact Online ERP system with Zoho CRM to sync data without manual data entry or the risk of human errors. Get the app here Business needs Having all of the information that’s important to your accounting team and the sales department in one easy-to-access place is necessary to boost efficiency and internal collaboration between
Since TODAY, impossible to FILTER a table containing PROTECTED/LOCKED cells
Hello, Since today, it is no more possible to filter a table containing protected cells. This shows an error indicating that I can't modify or delete protected cells BUT i am only applying a FILTER on the table. Please can you help us to solve the problem ? Thank you, Best regards, Gauthier COUNET
Days of the week
Is it possible to show the days of the week for the date field, so instead of just "6th March 2020", it shows "Friday 6th March 2020"?
Many-to-many with contacts and accounts (or custom) module also possible with email?
Hi there. I have one very simple core functionality requirement from Zoho CRM. I am trying to test it out to see if it is possible and I have failed so far. I need to associated contacts with accounts (or happy to create a custom module if needed) on a many-to-many basis. Imagine "accounts" as projects... we have multiple contacts (individuals) on some accounts/projects and some contacts (individuals) have more than one account/project. However, we want to be able to view email associated with an
Lay Out Builder for Detail View
Hi, I see Zoho Creator currently has a "Lay out builder for print/mail" (Record Templates) and there is a coming release for the "Lay Out Builder for Quick View" (Announced on Zoholics Nov-2019). It would be great to have "Lay Out Builder for Detail View". Is that a planned feature? Thanks.
Subform
How can i fetch data from a subform, and map it. i tried multple ways from what i could find in the community but cant seem to make it work for subforms My Module name is "CustomModule1" My subform name is "Pièce détaille"
Automating the update of a formula field involving the use of "Datecomp" and "Now()" functions.
So some background: We have a module where we store info on loans borrowed. This module has a field called "Days until debt is due", and this field works by calculating the difference between the current day (indicated by the "Now()" method), and the date the debt is due. However, I realized that for records in the CRM, any field involving the use of "Now()" is not dynamically updated so it reflects the current day. "Now()" only updates when the module is updated. After some googling, I got around
Recent updates: Execute lead conversion mapping in Sandbox and Attach files from Zoho WorkDrive
Hello everyone, We have introduced the following enhancements in Zoho CRM: Execute lead conversion mapping in Sandbox: Lead Conversion Mapping can be first executed in Sandbox to ensure mapping across the modules is done correctly before deploying to the production account. The fields from the Leads module can be mapped with the respective layouts in the Contacts, Accounts, and the Deals module. Once you are sure with the mapping you can deploy it in the production account. Please refer to the help
Default Price Books
Does anyone know if it's possible to select a price book once for a quote. And then when you select products, it will pull pricing from the price book? Right now, for each product I select, I have to click the price book icon, and then select the price book. If i'm generating 10 quotes a day with 10 line items, that's a lot of clicks! I wish I can click select the price book at the beginning and then just add products from there. I know you can do the Zoho Book integration, but it doesn't have a
ACH Payments
I just saw that Zoho invoice just rolled out support for ACH payments. How do I get this setup? What payment gateway do I use? Thanks in advance.
Poor pdf print quality
Hi there, I created a custom invoice template and the pdf quality of text and design were poor. I analyzed pdf metadata and found that custom pdf producer was zoho 1.0.0, while premade templates were produced by iText 2.0.6 (by lowagie.com). Even if I created a new custom template, without modifying it I got a poor print quality from pdf. How can i do to solve this problem?
Record Owner Id from zoho.loginuserid
Hey, I'm trying to set the owner of a new record as the current logged in user, using this: data.put("Owner",{"id":zoho.loginuserid}); I'm getting an error that the id must be long (type), but there doesn't seem to be a proper way to convert it (from string). I'd appreciate any help on this matter. M.
Date/Time issue
Hi, I have a date/time field in my Deals called “Move to Research” – the date shows be the 9/3/2020 in the record. However when I use this as a merge in an email template it’s showing as 3/9/2020 (US Style MM/DD/YYYY) for some records and 3/9/2020 DD/MM/YYYY in others. Why is it doing this, and how can I fix it?
Moving Address Values from "Other" to Empty "Mailing"
I synchronize my contacts from Gmail. Some contacts' addresses went fine into "Mailing" part but some - to "Other", leaving the former empty: I assume there could be a custom function to move all corresponding "Other" fields to "Mailing" if "Mailing" fields are empty. It would need to run on all contacts. I tried figuring it out in the automation but failed. Could someone help out, please?
Attempt #1,000..... HOW TO GET SUPPORT FROM ZOHO ONE
Yet again I'm on here begging Zoho One to contact us and provide some support. This is beyond crazy. I finally got in touch with someone after months of begging. His name was Ranga and he said he was going to call me on Monday. It's now Tuesday. Another week has gone by and we cannot get super simple customer support with our account. I have been begging Zoho to pay them more money for premium support yet they refuse to get back to us. I thought Zoho was some huge company but as we get further into
DKIM Godaddy Verification issue
Good morning, I'm trying to do the DKIM verification on my domain that is registered with Godaddy but I can't do it. I tried several times to perform the procedure and I cannot verify. I contacted Godaddy support and they informed me that the error may be the Host, however I place the same value informed by Zoho.
Search in crm
Since this morning search field in zoho doesn't show results. Zia doesn't show any result for a query. Customers are not found, contacts are not found etc.
Lists don't match between sync with campaigns and filter in prospects
I am building an e-mail list out of Leads/Prospects module using a tag. When we filter in the module for the tag, e-mail field contains data & opt-out not selected that saved filter should match the list in campaigns after is was synced. I have 4 different filters and 4 different list with 4 different syncs. None of them match the count that I get directly out of the module. This holds true for both Leads/Prospects & contacts. What am I missing?
Zoho Event and Outlook Event Mapping
Hello, I was wondering if someone has experience with integrating Outlook/Microsoft 365 and Zoho CRM. I understand how to configure the integration as well as synchronizing the two applications' calendars. However, we have recently decided to make 'Event Purpose' and 'Event Type' mandatory when creating an event in Zoho. The vast majority of our users prefer to create the meeting/event in Outlook. I understand that an event can be created in Outlook without these fields, then edited in Zoho. However,
How to add title line
I would like to add empty or partially empty line into my zoho invoice. How I can do that (via web or via API) ? Ex: Category 1 [nothing more] Product A Description A Quantity A Price A Total A Because, for long invoices, it's not really readable...
Item Categorisations
Can you please please add the following functionality.. (unless i've missed a huge section somewhere!?) Item Categorisations There is the ability to add items which is very useful however you cannot group them and therefore for reporting purposes they are fairly useless unless you code everything up which is fair from the best option. It doesn't matter what sort of business you are, this would be hugely helpful for everyone.. please see examples below Examples: <Category> <Item> <Description> If
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