upper left corner icon
I have been looking for this for months but I can't find anywhere where I can update the icon located in the upper left corner of my Zoho Mail window. (see attached screenshot) Is there any way to do this?
Zoho and Google Ads Integration (Feilds not populating)
I've been looking at configuring Google Ads Integration in Zoho CRM. I followed the instructions that were mentioned to set up Google Ads. Added 2 codes to the website. Now this doesn't seem to work. Gclid is not populating and no other google ads field are. Before integrating Google ads and Zoho, we had already setup API to send the leads from our wordpress website to Zoho. The fields like name, email, lead source etc. are populating. With API as well, no Goolge Ads info is populating, which seems
Revenue recognition date
Hi, I’m a new user on ZohoCRM but have used other CRM systems previously. I’m trying to figure a way to customise the revenue recognition date in a deal. So we are system integrators in AV systems, and there can be a long lead time between closing a deal and invoicing, and often with a requirement for stage payments. I’d like to have a report that shows me expected invoicing for the month based on deal status, but I can’t find any way to do so. So ideally it would be good to have a field for the
Attachments Migration Not Working: "File Not Found"
Hi all, I have a problem wherein a migration of attachments to records in a custom module is not recognizing the files. At the end of the migration process, the attachments are all skipped on account of "File Not Found". I structured the data according to the guidelines on migration with data all in one folder (with an attachments mapping file) and all attachments in another "Attachments" folder that are compressed together into one zip file. I have uploaded the files several ways all with the same
Divide Members into Teams?
I'm working on a big project and all the members are divided into teams, eg. Marketing team, PR team, Technical team etc. Is there a way I can divide everyone into teams so they can email/ communicate with each other and share files etc. easily? I just don't want tasks of one team to clutter up the space for the other team. I know I can divide them into projects, but then I won't have a comprehensive calendar for the whole project. What's the best way?
Compare two lookup lists
What is the best way to achieve the following: (a) I have a data inventory form, and each record tells me whether a certain assurance activity should be undertaken by the data it holds. For instance the data says a special audit should be undertaken. (b) I have a second form which details the special audits that have occured. As an audit can cover multiple data inventory records under (a) the ID's of the records from form (a) covered by the audit are recorded as a list on form (b) - call it b_in_scope_records
Can't quite get data in from Zoho Desk
So I'm getting my feet wet with Deluge in Flow, to make up for a few edge cases that we have with Desk, where we have variable scheduled tasks based on the week of the month. I have the entire flow fleshed out, however have hit a stumbling block with retrieving ticket data from Desk. I already have a trigger that runs every Monday, which handles raising the covering ticket, I'm now trying to get the ticket data back to work out which week of the month it is. I have 2 main issues. The first is that
Live Webinar: Streamline your collaboration process and maximize efficiency
Collaboration within teams in the workplace is nothing new. But when it comes to technology, it's important to determine if the tools you use help (or hinder) your team in the process. Join us for a free webinar on Thursday, January 9, to find out how Zoho WorkDrive can help teams finish important projects, meet crucial deadlines efficiently and move beyond simply collaborating in “real-time.” In this session, you'll be introduced to our latest offering - WorkDrive that'll help you: 1. Give your
Zoho CRM Functions 52: Automatically update the recent Event date in the Accounts module!
Welcome back everyone! Last week's function was about updating Related Records automatically using info from Linking modules. This week, it's going to be about updating a custom field in the Accounts module with information from the Events section of the Activities module. Business scenario The importance of spending quality time with your clients and prospects cannot be understated. Be it sharing samples or explaining your products and services, meetings go a long way establishing customer trust.
Zoho Desk Community Digest - November 2019
Top Product Enhancements: Deprecating support for the default help center theme Other Product Enhancements: Comment with only the attachment will also be synced via Bug tracker. You can now encrypt the custom field values stores in your database You can encrypt the values only for the following data types: Text, decimal, integer, email, phone, percent, and url Available in all Zoho editions. Now, you can have 16 connections for a state transition in Blueprint Option to delete for the entries of
What's New in Zoho Subscriptions - December 2019
Hello Everyone, We've been busy refining your subscription management experience during the past few months with both feature updates and under-the-hood performance improvements. Read on to know what's new in Zoho Subscriptions this December: Pause & Resume Subscriptions One of our most requested features is finally here! You can now pause and resume your customers' subscriptions. Use this feature instead of canceling and re-activating subscriptions for customers who need a temporary break. Pausing
recover deleted emails
Is it possible to recover emails that I accidentally deleted both sent and received from Mvitale@myprovidencebank.com and alex.hittle@selenefinance.com Thanks!!
Synching Gmail to Zoho
I need to sent emails directly from my Gmail yet I need this to reflect on my contacts history on Zoho, how can I do that please?
Deluge Scrip Zoho CRM and Creator Integration
I'm attempting to write a simple script to pull data from Zoho CRM (Potentials) into a Creator form. Note: I want to pull all data from all fields and display those in Creator. I'm using the following script, and I'm getting the error below when I run the application. Thoughts from the community. contact_map = Map(); contact_map = zoho.crm.getRecords("potentials"); input.Test_App = contact_map.get("Created_By"); Error details: log messages Invalid client task found corresponding properties Line:(3)
Access Zoho Docs in China
How do I access Zoho Docs in China?
Lookup field point to address field show multiple entry of the same value
Hello guys I have a vendor form with the address field. This form have multiple vendors on the same city, so the country, state, and city are the same for many of them, only the street change. Let's say I have 10 vendors in Canada, and 5 in Australia If I create a lookup field that point to that form and to the address field, I have a list of addresses. If I remove all the fields and choose to show only the country, of course I will have a dropdown that show the word Canada 10 times. How can I show
Notification badge on Timeline icon
Hello! It would be so useful to have a small badge on the timeline icon that tells you how many tickets exist in the timeline. When responding to customers, the second thing I do (after checking the ticket properties) is open the timeline to review our history with the customer. I do this for every customer. It would save me a click (and loading the timeline) if there was a small [1] on the timeline icon, letting me know this is the first time we're talking to the customer and I don't need to review
Configuration for SSO login
Hello Team, I am new bie for ZOHO CRM I want to configure SSO login in my ZOHO CRM. Can you please suggest me how to enable SSO login and it's configuration steps? I have attached screenshot which I have do for SSO login feature.Can you please check it and suggest me for it?
Auto-Numbering
Is it possible to enable auto-numbering in books?
Hide/Disable Lookup Field Values
Hi, I have Form A - Employee Self Appraisal Form and Form B - Manager Appraisal Form. Form A - Employee Self Appraisal Form will have all the fields like Employee_ID, Employee_Name and Self Appraisal as text field entered by employee. Form B - Manager Appraisal Form will have Employee_ID field as lookup field which helps to auto-populate Employee Name and Self Appraisal field. Now Manager will look at the data fetched against each value from lookup field and adds his comments in comment field. Since
Delete files from "My Library" in page builder
According to this help article https://www.zoho.com/creator/newhelp/pages/configure_image_library.html it's not possible to delete files once they have been uploaded to the image library. I'm tidying up an app and want to delete some images. Can this be done somehow in spite of the bizarre statement that it can't be? Thanks!
Document Registry
Is there a way to create a master registry for documents? For example, can I create a DWG file or PO for example, then when that is saved it uploads automatically into a master document registry for all DWG's or PO depending on what was created. Thanks
CRMの連絡先をCSVにてエクスポートしたいのですが、3000件を超える場合どうしたらよいのでしょうか？
FullfreeというCTIソフトにzoho crmの連絡先をインポートして、電話が鳴ったらzohoの画面をポップアップさせようと考えています。 https://www.fullfree.jp/ まず、Fullfreeにzohoの連絡先をCSVでインポートしなければいけないのですが、設定画面でエクスポートをすると3000件までしかできません。分けてもよいのですが、やり方がわかりません。 それと定期的に同期をとりたいのでワークフローみたいな機能で期間を指定してエクスポートできないでしょうか？（レポートでもいいです） しかし、だめそうですが、顧客の連絡先IDと電話番号をエクスポートできれば良いのですが、レポートでは連絡先IDがエクスポートできないような・・・・。 なにか良いアイデアありませんでしょうか？
Whatsapp Integration
Hello, Is it possible to integrate whatsapp with application on zoho creator?? Thanks & Regards
No email incoming, 4.3.1 Temporary System Error
Last night (NZ Time) one of my users complained that IMAP stopped working, I moved them to Zoho App. Now today it is obvious that no emails have been coming to my own account since about 1AM this morning (NZ Time), I sent a test message from an external account and get a ... 4.3.1 Temporary System Error out of the mx.zoho.com.au server I went to the live chat support and it's not even working!
How to Reset a Chat in my own Browser
I am trying to update and test my changes to my Zobot at the same time. However when I make changes to the chatbot and look at them in my browser I can see that the changes have not been applied. For example: my chatbot is currently set to diabled, but it still carrying on the conversation in my browser, even if I close the browser and reopen the site. I've also tried opening the browser in an incognito window, and while this works once, after that it recognizes me and continues the chat without
Zoho Forms to Projects?
Here is my intended workflow- I have a bunch of IT Projects that require info from the client. I would want to contact the client, tell them about the project, then mark that 'contact' task off in Projects. I want that 'task completion' to trigger an email to be sent to the client with the form link so they can fill it out, then the info to come back into Projects. Am I thinking about this the wrong way? Is there an easier way?
Mail Send Problem
Hi, I didn't change the settings. Why is it giving errors now?
Plans to integrate with PaymentEvolution
Hello I think that we are far away from getting Zoho Payroll for Canada so at this time I am using PaymentEvolution for my Payroll. Do you have any plans to integrate with PaymentEvolution ? Thanks
Ask the Experts #4: Five hours live Q&A session with Zoho Analytics product experts
Hello everyone! While we're close to the holiday season, we're wrapping up this wonderful year with Zoho Analytics - Ask the Experts #4 community event. We'll be live on the 18th of December between 05:00 AM - 10:00 AM PST. If you've had any questions about the Zoho Analytics features or prefer to learn more, join the discussion with our product experts. Start posting your questions right away! We're looking forward to have an interactive session. Note: This isn't a webinar. This Q&A discussion
How to hide a lookup field, but show the related list in a record
Hi, I'm trying to hide a field but at the same time show the related list of a record. Say I have a record 'Accounts' with a multi lookup field 'Opportunities', it will display both a field with all opportunities and a related list with all opportunities. I want to hide the field, but not the related list. Is this possbile and if so - how? I want to hide this: And only show this: Thanks! Erik
creating a list report
Hi, My customers give their orders on weekly basis. I'd like to create a list of those customers who have not ordered yet. Anyone could help me how to do that? Kind regards George
Setting up default fields when selecting "Send to zoho sign"
Hi I had sent an email to support a few weeks back but never got an answer. Is there a way we can set up a custom button so that when we click on "send for zoho sign" on a deal it will do the following automatically: 1) Set a mail merge template 2) Set
generateAccessToken Return Error: Undefined index: Email
Hi, I use the SDK of zoho in Laravel 5.8, i use the first method : ZCRMRestClient::initialize($this->configuration); and works fine, then i generate the grant token and use the next method: $grant_token="1000.asdfgzxcvsdfre234324" $oAuthClient = ZohoOAuth::getClientInstance(); $oAuthTokens = $oAuthClient->generateAccessToken($grant_token); Laravel return me this error: ErrorException (E_NOTICE) Undefined index: Email This error is generated for the method of the SDK / home/ vagrant/ code/xxxxx /
Unattended Access on Linux = Grey/Black Screen
Hi Guys I am currently trialling ZohoAssist to provide remote support and remote user access to some of our office based PCs. Half of our workforce use Fedora Linux, and though I have succeeded installing the Linux ZohoAssist agent, and confirmed that the service is active, I am having difficulties. I see the machines in the ZA console and they show as online. I am also able to connect successfully, but once connected, all I see is a grey screen with the ZohoAssist blue bar on the left side of the
Threshold/Target per month
I need help setting targets on each month. Let's say starting on January 2019, our target is 100. On February, we increase it by 3 (100+3 = 103) so it becomes 103. We want to add 3 each month until December 2019. I can't seem to find the solution to this so what I am doing now is I added a formula column in the table (if else formula) to enter the target numbers manually to certain months and chose the maximum value in the threshold tab in the graph so it will show the targets I want each month.
Support Expectations
Hello, Can my users expect to receive any support if they need help generating a specific type of report? If so, in what ways is that support administered.
Invoice Links going to Spam Folder
Hi, The auto-generated "Pay Now" links from ZBooks that link from an invoice / email to the payment portal (Stripe in this instance) are causing all of our emails to go into the spam / junk folder. We send these to our customers and follow up with a phone
Pregunta a los Expertos #01: 3 horas de Q&A en vivo sobre TUS procesos en Zoho CRM.
Pregunta a los Expertos #01: Mejora TUS procesos en Zoho CRM ¡Bienvenido a la primera sesión de Pregunta a los Expertos! Esta es la primera parte de una nueva serie en Español Zoho Community, basada en Ask the Experts. Se trata de una charla en vivo en el foro, en la que en cada sesión un panel de expertos tomará vuestras preguntas, en esta ocasión, relacionadas con Zoho CRM. El panel de expertos estará disponible durante 3 horas y responderá aquellas preguntas que dejéis a continuación. En el primer
Use voice channel in Zoho Desk by integrating with Twilio extension for Zoho Desk
Customer engagement is the key for customer success. The faster your support teams respond to the customers, the more will be the customer satisfaction. Although various channels are available for customer interaction, voice service is an inherently personal
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