Can the interview notification email be sent to both the candidate and the contact simultaneously?
When scheduling an interview for a candidate, can the contact also receive the email notification? If so, how can I set this up?
Migration from QuickBooks to Zoho books
Has anyone done the migration from QuickBooks to Zoho Books? What is the level of effort/complexity involved? I am using pro version of Quickbooks that provides classes (allows me to see profit & loss by business lines). What are the key things that we should keep in mind when migrating? Also, is there any recommended partners, who can help with this migration?
Cannot Copy and Paste into Task Comments Field
Was just trying to copy and paste comments into the Comments area for a task using Chrome. I can select paste, but nothing ever shows up. I assume this is a bug? Thanks
Email not working - MX errors
Dear Zoho, None of my email accounts will work and keep showing MX and SPF errors. I have followed all instructions on several occasions and waited 24/48 hours. The instructions you give via Control Panel and via the notifications differ. So I have done each version of the instructions once and waited the required amount of time and still this is not resolved. The last time I tried to post I received an awaiting moderation comment and then the topic was never posted. I have been contacting you
Passing a parameter to a drop-down field
Hi Zoho, How can I pass a parameter through the URL to a drop-down field? Thanks Ravid
CRM
Hola somos propietarios de un tienda gourmet online y estamos interesedos en obtener información acerca de un CRM para la gestión integral de nuestro negocio. Gracias y reciban un saludo.
Multi Week Remote Sessions as a "Course"
Is it at all in the plans to allow us to offer multi week courses as Remote Seesions? I have an 11 week course that I sell that has different topics for each week. I wold love the ability for my students to see this a a complete "Course" not just a recurring session with all the same information. Is this maybe possible currently? Or in the works? Maybe I'm working in the wrong product?
SaaS Challenge - No Admin or ability to preload data, what are my options
Dear friends As we all are aware Zoho is launching a SaaS model, and I know there has been quite a heated debate - and as it is still early days, more debate to come. Personally I think it is a good move, but it is posing some challenges. You might be aware there is no Admin function (from developers point of view) so only the customer has access to their instance. This is mostly OK. You may not be aware that there is no Audit function, nor is there the ability to preload a form with data. The audit
How to trigger reminder to follow up when prospect does not respond to one to one email (not email campaign)?
Sometimes i will send a simple email to a prospect specifically related to what we discussed. I want to add a tag to that contact named "no-response" if he/she does not respond to my email within 3 days so that I am prompted to follow up with them. How can I do that with Zoho CRM? I tried using automations but that only applies to email campaigns.
Marketer's Space - Template Editor elements - Image Size tool
Hello, Designing the way your campaign looks is an important part of email marketing. A good campaign designed in an effective way has the potential to achieve great results. Our Template Editor plays a key role in designing such campaigns. Template Editor offers a set of components, options, and tools that you can use to edit an email template as you like it. In this week's email series, we'll discuss a few of the hacks in Template Editor using a few of its components and tools. Template Editor's
Multiple email addresses within a team folder
Hi, Having an email address for a team folder is great. However would it be possible to have multiple emails for different folders within a team folder - this would be extremely useful. Thanks Seth
Project Comments - Copy/Paste no longer working
Projects Comments - Copy/Paste no longer working, nor is the @ function
Error with json response in REST API - List Forms in Application
While working today on an application, i needed to fetch all the forms in my application, using the REST API - List Forms in Application to perform some functions on it, then i noticed the json format ruturned - the "display-name" was interchanged for the "component-name". here is the response in json below: {"application-name":["chservicesalesmgt1-ide",{"formList":[{"formCount":20},{"linkid":26,"displayname":"Add_Invoice","componentname":"CheckOut","type":1},{"linkid":27,"displayname":"Add_Discount","componentname":"Add
Winmail.dat in my mails
Hello. There are two mailing tools in our compane - Outlook & Zoho Mail. When I receive a mail from person with Outlook, an appointment inside is in Winmail.dat. But other recepients with Zoho receive appointment as it should be. What is the problem with my account? Thank you
CRM API not using persistence_handler_class
hi, i have a client working that connects with the CRM PHP API. I have my OAuthtokens in the db, that does work. Now i want to use my own class extending ZohoOAuthPersistenceHandler. so i set: 'token_persistence_path' => '', 'persistence_handler_class' => 'MyOAuthPersistenceHandler', But that class is not getting used, still the ZohoOAuthPersistenceHandler is used. If i look over your existing CRM PHP API code i do not see any code setting my persistence_handler_class. Is this setting not yet supported
Workflow Based on Pre-Condition State in Addition to Condition
Is it possible to trigger an action when not only a condition is met but also a precondition? Say, status changes to "C" but it wouldn't trigger an action unless the status was "A" before. If it was "B", the action is not triggered, or another action is triggered. What I'm trying to achieve is to send an email upon status reaching "Delivery". I'd need to check what the status was before. If it was "A" (i.e., A > Delivery), email 1 in sent, if it was "B" (i.e., B > Delivery), email 2 is sent. Any
What is the difference between customers & users
Hello, I don't understand the difference between customers and users. Can someone explain it to me? What are the limits for customers? Thanks, Stefan
Manage your project's work items efficiently with the Kanban Board extension for Zoho CRM
The Kanban Board extension for Zoho CRM acts as a visual management tool for your CRM data. It is a great way to view all the records in your CRM segregated the way you want to visualize them. You can organize them based on deal status, lead pipeline
Add / Remove Products from an Account
Hello all I was wondering whether it is possible to add or remove the related records such as products from an Account I would like to get that information from another system and have it constantly updated per account. So far I only see there is https://www.zoho.com/crm/help/api/updaterelatedrecords.html method but it only updates the record which is already related. My idea is that if external information says "customer A has products x y z" and in my CRM customer A has k and x added, I would be
Email Signature Integrated with CRM info
Hello, I'm bringing here a killing feature: discrimination on the email signature based on CRM info. Indeed, we have started to test your email signature module (Marketing Hub > Engagement) Currently we're using a paid tool called Xink which is working very well. BUT, it's not natively integrated to Zoho. With your solution, if you make the integration possible, we could define rules as follow: - If Account Type is Active Customers + Country = USA > Banner 1 - If Lead Status is Not Contacted
ZOHO mail is very slow, and often timing out.
It seems that many people have the same problem. Some ZOHO staff have reported that the problem has been identified and solved. But at least for me it is still continuing. I am using ZOHO mail via a Thunderbird Mail Client on a MacBook. The problems started about 2 months ago and have continued intermittently. When sending emails the connection to the ZOHO server to relay the email is extremely slow, and often I get a timed-out error message. As I said it has been going on for at least 2 months,
Workflow instant action (Cliq notification) not triggering on Accounts matching certain conditions
I'm trying to get an automated Cliq notification to occur whenever a specific field (i.e. Phone) has been updated in an Account — it works when I apply the rule to "All Accounts" but I can't get it to work correctly for accounts with specific criteria (i.e. includes specific tags such as "Client"). Any suggestions for what I am doing wrong?
Bigin
Looks great very exciting announcement!! Like a lot of your customers we have been using CRM for Sales and Desk for customer service request. Was very surprised to see that Bigin had no CRM integrations? Is this in the works and how far out approximately? Also seen that the package offered under Zoho one. just wanted to confirm! Thanks in advance!
Unsubscribed Contacts
Does Zoho automatically "unsubscribe" contacts that have not been very active or have not interacted for some time?
Converting time OR date strings into time objects?
I have a list of strings that either contain a timestamp OR contain a date, for example: 2020-02-29T18:50:00+05:30 2020-02-28T02:30:00+05:30 2020-02-28 What it the easiest way to iterate over them and convert each of them either into a time object or a date object, as applicable?
Zoho CRM: Automate using Custom Functions - An Introduction
Hi folks! With every growing business, the next step is what matters. Zoho CRM manages your business; makes it easy. But say you want a little more ease in CRM, you want a tad more flexibility in a framework. For example, Let' s assume that a user needs to create invoice copies of purchase orders to make accounting easier. However, this option is normally unavailable in your CRM account. So how do you do it? Your solution: Custom Functions! What are Custom Functions? Custom functions in Zoho
Automate Adding Customers from a Form.
Hello, Regarding Zoho Books > Sales > Customers > Add New Customer Form. Is there a current way to automate the data entry option of this form by allowing external forms to populate this screen? Example: I would like to create a form either zoho forms, third party form or web form to collect all the information required for a new customer. I then want that form to automatically populate the informaiton as a new customer in Zoho books > Customers field. (To save my self data entry retyping all the
Deprecating support for the default help center theme
Over the last couple of months, we've made significant changes to Zoho Desk's Help Center. The new enhancements let you customize widgets, build your Help Center block-by-block and selectively display or hide tabs. We now offer not one but four distinct themes - Elegant, Materialize, Flat, and Classic. More information about these changes is available here. We've noticed that many customers still use the outdated default Help Center theme. To make better use of our self-service features, you will
How do I "not show ZOHO ID" on a scheduled report.
How do I "not" show the ZOHO ID, just the account name on a scheduled report being sent to a non ZOHO user?
DESK - After-Transition Alerts have quit working
I have a Desk Blueprint and had it functional sending After-Transition alerts by email. However it has ceased to perform after-transition alerts. In the history, when I expand the info I get the message "No actions, alerts, or messages configured for this transition" There are alerts configured, but they are not working. See screenshots for "1 - Request Accepted" transition After-transition alerts are established but not working Any help or thoughts???
Password lost
I am trying to login to my Zoho account support@energheat.com but I have lost my password and I do not have access to the phone number on file anymore. Regards, Benjamin Bardy (561) 766-51
Zoho Project for CRM is clumsy and not intuitive
Zoho Pdoes a lot of things right as a platform provider and I have to say the support we have received has been better than many of the other SaaS platforms we work with. However, they do need to improve the diagnosing experience with their customers and get rid of old streams of discussion that really only help to confuse many people using the most current version of Zoho products. That being said, Zoho Projects promises a lot of fantastic integration within the CRM and the users of the CRM,
Write a common function for invoice calculation.
I have an Invoice form. I need to calculate invoice totals every time there is change in some fields (for eg. product, quantity, price). Is it possible to write a common function to calculate the totals instead of doing the calculation in every field.
In zoho creator do we have search with barocde scanning for form detail page?
i want to create an app from which a person can read the barcode of prouct and get the details of that stored in form detail page
ZOHO Analytics Case (Current Status of New Coronavirus Infections)
Current status of new coronavirus infections [Domestic cases (excluding those returning from charter flights)] I made it with ZOHO Analytics This is an example of how you can do this with ZOHO Analytics First of all, please click below. You can do this. Current status of new coronavirus infections [Domestic cases (excluding those returning from charter flights)] Creation time is only 15 minutes The data is not accurate because it is intended to introduce what ZOHO Analytics can do. Therefore, copying
MX / SPF / DKIM configuration for Google Domains
Hello everyone, At this point, I accept really any help. I am trying for two weeks to connect Zoho Mail with my Google Domain (carneiro.dev). For now, I gave up of SPF and DKIM and I am solely trying solely to have MX verified. That is how my DNS looks like: Synthetic records deleted and only MX record added Still seems to not be enough to be verified by Zoho. Can anyone give me a light of how to configure MX / SPF / DKIM within Google Domains? Thanks everyone, Luiz
PHP SDK: currentUserEmail is not getting saved. There is no useridentifier in oauthtokens record
I have the PHP SDK set up and working... mostly. I've found the problem shows itself in the SDK when the response comes back from the generateAccessToken() method. The ZohoOAuthTokens instance does not have a userEmailId value. Also, when the SDK saves the tokens to the oauthtokens table, the useridentifier field is empty (but all the other values are there). I have traced the empty email field to the API response from the getUserEmailIdFromIAM() method in the ZohoOAuthClient class (In my files it's
Zoho freezing immediately after connecting to clients
Not sure why...but Zoho Assist is freezing immediately after connecting to clients. It seems to only happen to clients that are on a WiFi connection at their office. The wired PCs connect and do not freeze. UPDATE:: I closed all browser windows with Zoho and cleared my browser cache and that seems to have taken care of it. Strange that it only affected laptops on WiFi and strange that my cache would affect that at all.
Pre-publishing Post Approval
Is it possible to have posts published to draft and awaiting approval from an administrator account? So the scenario being a low permission user creates a post and sends that post for approval by a senior user (admin etc) allowing the admin the opportunity to check the content of the post prior to publishing.
Large folders dont seem to be replicating correctly
I have just set our company up with Zoho wordrive to replace Google Drive which has been working flawlessly for over 10 years. I like the Zoho Ecosystem and thought since we needed more storage space, I would migrate us... That has turned into a taks that is causing me trouble and embarassment. When I try to replicate our folder structure within Zoho Drive, no matter what I do, I never end up with the same amount of files. Example: A folder in Google drive currently has 3933 files. If i copy it to
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